NEOS ETF Trust - SPYI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 5,257,356 | 279,113 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,244,337 | 66,062 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 1,095,332 | 58,238 | 0.83% | 0.79% | 3 | +14,751 | 1.37% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 1,038,176 | 55,116 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,010,999 | 53,593 | 6.1% | 6.1% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Howard Capital Management, LLC | History | No change | 998,615 | 53,016 | 0.63% | 0.63% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 915,241 | 48,663 | 1.42% | — | 7 | +915,241 | New | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 882,849 | 46,870 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 782,148 | 41,524 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 736,415 | 39,096 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 709,315 | 37,657 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | No change | 685,569 | 36,396 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 671,989 | 35,676 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 565,400 | 30,017 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MADDEN SECURITIES Corp | History | No change | 532,284 | 28,258 | 7.85% | 7.85% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Second Half Financial Partners, LLC | History | No change | 404,802 | 21,490 | 8.81% | 8.81% | 16 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 402,738 | 21,381 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Merit Financial Group, LLC | History | No change | 387,889 | 20,593 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 335,192 | 18,160 | 7.3% | 7.3% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 310,827 | 16,526 | 0.12% | 0.11% | 20 | +35,525 | 12.9% | Q3 2026 | Oct 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 300,791 | 15,968 | 4.9% | 4.9% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 279,886 | 14,859 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 279,801 | 14,854 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 269,510 | 14,308 | 0.16% | 0.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 266,163 | 14,130 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| URS Advisory LLC | History | No change | 262,126 | 13,916 | 7.75% | 7.75% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 246,423 | 13,082 | 0.81% | 0.81% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 228,907 | 12,152 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 220,325 | 11,697 | 1.74% | 1.74% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 216,029 | 11,486 | 0.21% | 0.19% | 30 | +25,521 | 13.4% | Q3 2026 | Oct 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 214,677 | 11,397 | 0.45% | 0.45% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 193,155 | 10,270 | 2.47% | 2.4% | 32 | +3,921 | 2.07% | Q3 2026 | Oct 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 192,330 | 10,210 | 6.05% | 6.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 192,104 | 10,198 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 189,492 | 10,060 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 184,923 | 9,817 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indivisible Partners | History | No change | 180,638 | 9,590 | 0.54% | 0.54% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 174,303 | 9,253 | 3.78% | 3.78% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 174,104 | 9,243 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steele Capital Management, Inc. | History | No change | 173,620 | 9,217 | 0.34% | 0.34% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 163,661 | 8,688 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 162,264 | 8,614 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 157,085 | 8,339 | 5.48% | 5.48% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 156,863 | 8,327 | 0.76% | 0.76% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RiverTree Advisors, LLC | History | Added to | 156,508 | 8,321 | 4.96% | 4.29% | 45 | +19,809 | 14.49% | Q3 2026 | Oct 13, 2026 |
| CHOREO, LLC | History | No change | 143,372 | 7,611 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 142,802 | 7,581 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 136,997 | 7,273 | 1.02% | 1.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 133,021 | 7,062 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 132,860 | 7,053 | 2.21% | 2.21% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 132,336 | 7,025 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrity Wealth Partners, LLC | History | New | 131,943 | 7,015 | 5.44% | — | 52 | +131,943 | New | Q3 2026 | Oct 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 131,458 | 6,979 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Delta Investment Management, LLC | History | No change | 127,799 | 6,784 | 1.12% | 1.12% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 125,918 | 6,684 | 1.28% | 1.28% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 124,998 | 6,636 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palacios Wealth Management, LLC | History | No change | 121,703 | 6,461 | 3.82% | 3.82% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 119,170 | 6,326 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 114,083 | 6,056 | 3.04% | 3.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prota Financial, LLC | History | Added to | 109,917 | 5,856 | 3.74% | 3.76% | 60 | +2,395 | 2.23% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 106,382 | 5,647 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Advisors, LLC | History | No change | 106,146 | 5,635 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 99,714 | 5,370 | 0.24% | 0.24% | 63 | -1,727 | -1.7% | Q3 2026 | Oct 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 101,141 | 5,369 | 0.49% | 0.49% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 100,668 | 5,344 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 100,642 | 5,343 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 98,800 | 5,245 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 97,716 | 5,187 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gainplan LLC | History | Added to | 97,078 | 5,161 | 2.0% | 1.6% | 69 | +20,699 | 27.1% | Q3 2026 | Oct 08, 2026 |
| Fullerton Advisors, LLC | History | Added to | 97,055 | 5,160 | 4.81% | 4.54% | 70 | +5,605 | 6.13% | Q3 2026 | Oct 14, 2026 |
| RFG Advisory, LLC | History | No change | 95,913 | 5,092 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 94,238 | 5,003 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Centennial Bank/AR/ | History | No change | 93,793 | 4,979 | 1.6% | 1.6% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 93,799 | 4,979 | 1.59% | 1.59% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 92,873 | 4,930 | 0.78% | 0.78% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 91,312 | 4,847 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 91,033 | 4,832 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 88,450 | 4,763 | 0.01% | 0.01% | 78 | +12,000 | 15.7% | Q3 2026 | Oct 13, 2026 |
| PSI Advisors, LLC | History | No change | 89,348 | 4,743 | 1.1% | 1.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 88,007 | 4,672 | 0.79% | 0.79% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 84,280 | 4,474 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 83,370 | 4,426 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 83,224 | 4,418 | 0.94% | 0.94% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 82,636 | 4,387 | 0.29% | 0.29% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 82,351 | 4,372 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 82,075 | 4,357 | 0.54% | 0.54% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 80,926 | 4,302 | 0.12% | 0.07% | 87 | +32,577 | 67.38% | Q3 2026 | Oct 08, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 79,478 | 4,219 | 1.53% | 1.53% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 73,813 | 3,924 | 2.12% | 2.15% | 89 | +1,118 | 1.54% | Q3 2026 | Oct 08, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 73,821 | 3,919 | 0.71% | 0.71% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 73,396 | 3,896 | 0.23% | 0.23% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 71,307 | 3,785 | 1.44% | 1.44% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 71,293 | 3,784 | 1.74% | 1.74% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 71,262 | 3,783 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 71,133 | 3,776 | 0.72% | 0.72% | 95 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| AE Wealth Management LLC | History | No change | 69,674 | 3,698 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Moran Wealth Management, LLC | History | No change | 68,153 | 3,618 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Planning LLC | History | Reduced | 66,382 | 3,529 | 0.94% | 1.09% | 98 | -4,328 | -6.12% | Q3 2026 | Oct 09, 2026 |
| Owen LaRue, LLC | History | No change | 66,088 | 3,508 | 1.22% | 1.22% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 65,379 | 3,476 | 0.66% | — | 100 | +65,379 | New | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 69,749 | 3,461 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Advisory, LLC | History | No change | 65,020 | 3,451 | 0.41% | 0.41% | 102 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OPPENHEIMER & CO INC | History | No change | 64,972 | 3,449 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 62,351 | 3,310 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 61,724 | 3,277 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 60,727 | 3,223 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 60,562 | 3,215 | 0.21% | 0.21% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 60,492 | 3,211 | 0.37% | 0.37% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 58,118 | 3,138 | 0.45% | 0.07% | 109 | +49,955 | 611.97% | Q3 2026 | Oct 09, 2026 |
| Sowell Financial Services LLC | History | No change | 58,361 | 3,098 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aspen Investment Management Inc | History | No change | 58,305 | 3,095 | 0.83% | 0.83% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Guardian Financial Partners, LLC | History | No change | 58,047 | 3,081 | 1.2% | 1.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 57,525 | 3,053 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | Reduced | 57,386 | 3,051 | 0.53% | 0.56% | 114 | -744 | -1.28% | Q3 2026 | Oct 14, 2026 |
| Quadrature Capital Ltd | History | No change | 56,978 | 3,024 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ellis Investment Partners, LLC | History | No change | 56,411 | 2,994 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 57,203 | 2,992 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 57,203 | 2,992 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,215 | 2,984 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 3EDGE Asset Management, LP | History | No change | 55,477 | 2,945 | 0.13% | 0.13% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 53,933 | 2,863 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 53,767 | 2,854 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | History | No change | 52,049 | 2,763 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 51,225 | 2,719 | 1.87% | 1.87% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 50,593 | 2,685 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WCG Wealth Advisors LLC | History | No change | 50,401 | 2,675 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,170 | 2,663 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Belvedere Trading LLC | History | No change | 50,100 | 2,659 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 50,097 | 2,659 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 49,824 | 2,645 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 48,993 | 2,601 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 48,759 | 2,588 | 0.17% | 0.17% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 47,200 | 2,505 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 46,455 | 2,466 | 0.55% | 0.55% | 134 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 46,032 | 2,443 | 1.41% | 1.41% | 135 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 45,554 | 2,418 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 44,846 | 2,381 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 43,149 | 2,290 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 42,344 | 2,248 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 42,094 | 2,238 | 2.11% | 1.89% | 140 | +7,231 | 20.74% | Q3 2026 | Oct 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 41,995 | 2,229 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | No change | 41,569 | 2,206 | 1.28% | 1.28% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 41,177 | 2,186 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 40,456 | 2,147 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 40,200 | 2,134 | 0.44% | 0.44% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 39,996 | 2,123 | 0.21% | 0.21% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 39,954 | 2,121 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bauman Advisory Group, LLC | History | No change | 39,695 | 2,107 | 1.12% | 1.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 39,026 | 2,072 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 38,938 | 2,067 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 38,503 | 2,047 | 0.35% | — | 151 | +38,503 | New | Q3 2026 | Oct 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 38,449 | 2,041 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brown Financial Advisors | History | No change | 38,420 | 2,039 | 0.71% | 0.71% | 153 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Corient Private Wealth LP | History | No change | 37,944 | 2,014 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ALKEME WEALTH, LLC | History | New | 37,390 | 1,988 | 0.75% | — | 155 | +37,390 | New | Q3 2026 | Oct 07, 2026 |
| Prospera Financial Services Inc | History | No change | 37,376 | 1,984 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 37,303 | 1,980 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | No change | 37,000 | 1,964 | 0.71% | 0.71% | 158 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 36,882 | 1,958 | 0.63% | 0.63% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 35,882 | 1,904 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinney Capital Management, LLC | History | No change | 35,451 | 1,882 | 0.74% | 0.74% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 34,718 | 1,845 | 1.02% | 1.0% | 162 | +1,033 | 3.07% | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 34,044 | 1,807 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,840 | 1,796 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERBST GROUP, LLC | History | No change | 33,044 | 1,754 | 0.96% | 0.96% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 32,768 | 1,739 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 32,163 | 1,707 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | No change | 31,897 | 1,693 | 0.83% | 0.83% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 31,805 | 1,688 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paladin Wealth, LLC | History | No change | 31,123 | 1,652 | 0.96% | 0.96% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 30,370 | 1,612 | 0.37% | 0.37% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 30,000 | 1,592 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 29,838 | 1,584 | 0.15% | 0.15% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thompson David Blair | History | No change | 29,726 | 1,578 | 0.79% | 0.79% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 29,611 | 1,572 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 29,439 | 1,562 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 29,368 | 1,559 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 29,137 | 1,546 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 29,116 | 1,545 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 29,082 | 1,543 | 0.26% | 0.26% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,998 | 1,539 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 28,385 | 1,506 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 28,135 | 1,493 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | Reduced | 27,775 | 1,476 | 0.29% | 0.32% | 184 | -1,350 | -4.64% | Q3 2026 | Oct 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 27,728 | 1,472 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 27,076 | 1,437 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lewis Asset Management, LLC | History | Added to | 26,867 | 1,428 | 0.49% | 0.47% | 187 | +1,478 | 5.82% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 26,848 | 1,425 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 26,825 | 1,424 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 26,386 | 1,400 | 0.42% | 0.42% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCS Wealth Management | History | No change | 25,739 | 1,366 | 0.25% | 0.25% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Banco BTG Pactual S.A. | History | No change | 25,519 | 1,354 | 0.11% | 0.11% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Financial Partners LLC | History | No change | 25,331 | 1,344 | 0.71% | 0.71% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | No change | 25,270 | 1,341 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 24,933 | 1,323 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mattson Financial Services, LLC | History | No change | 24,593 | 1,316 | 0.28% | 0.28% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 24,623 | 1,307 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 24,582 | 1,305 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 24,517 | 1,301 | 0.23% | 0.23% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Latitude Advisors, LLC | History | No change | 24,470 | 1,299 | 0.52% | 0.52% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 22,872 | 1,214 | 0.35% | 0.35% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jefferies Financial Group Inc. | History | No change | 22,850 | 1,213 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 22,652 | 1,202 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,638 | 1,201 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 22,464 | 1,192 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 22,399 | 1,189 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 22,229 | 1,180 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quartz Partners, LLC | History | No change | 22,135 | 1,175 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Traynor Capital Management, Inc. | History | No change | 22,149 | 1,175 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Patten Group, Inc. | History | No change | 22,057 | 1,171 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 21,848 | 1,159 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jupiter Wealth Management LLC | History | No change | 21,749 | 1,154 | 0.46% | 0.46% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vann Equity Management LLC | History | Added to | 21,637 | 1,150 | 0.68% | 0.68% | 213 | +568 | 2.7% | Q3 2026 | Oct 07, 2026 |
| Creative Planning | History | No change | 20,912 | 1,110 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 20,649 | 1,097 | 0.51% | 0.49% | 215 | +1,806 | 9.58% | Q3 2026 | Oct 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 20,450 | 1,085 | 0.59% | 0.59% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 20,244 | 1,074 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 19,825 | 1,054 | 0.5% | 0.44% | 218 | +400 | 2.06% | Q3 2026 | Oct 14, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 19,695 | 1,047 | 0.06% | 0.06% | 219 | -320 | -1.6% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 19,677 | 1,044 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Scheeler Financial LLC | History | New | 19,516 | 1,037 | 0.78% | — | 221 | +19,516 | New | Q3 2026 | Oct 13, 2026 |
| AlTi Global, Inc. | History | No change | 19,517 | 1,036 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 19,453 | 1,032 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 19,420 | 1,031 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,151 | 1,018 | 0.03% | 0.03% | 225 | +49 | 0.26% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,617 | 988 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 18,458 | 979 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 18,291 | 971 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Storgate, LLC | History | No change | 18,185 | 965 | 0.2% | 0.2% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 18,090 | 960 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Capital Advisors, LLC | History | No change | 18,096 | 960 | 0.51% | 0.51% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 17,978 | 955 | 0.08% | 0.08% | 233 | +1,519 | 9.23% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,977 | 955 | 0.03% | 0.03% | 232 | -1,456 | -7.49% | Q3 2026 | Oct 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 17,880 | 949 | 0.44% | 0.44% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 17,808 | 945 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PMG Family Office LLC | History | No change | 17,703 | 939 | 0.87% | 0.87% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 17,419 | 924 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | History | No change | 17,372 | 922 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 17,278 | 917 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,078 | 906 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 16,977 | 901 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 32,680 | 901 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | No change | 16,709 | 888 | 0.32% | 0.33% | 243 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 16,639 | 883 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kaizen Financial Strategies | History | Reduced | 16,521 | 878 | 0.35% | 0.42% | 245 | -7,748 | -31.93% | Q3 2026 | Oct 09, 2026 |
| Tactive Advisors, LLC | History | Added to | 16,483 | 876 | 0.21% | 0.19% | 246 | +1,607 | 10.8% | Q3 2026 | Oct 08, 2026 |
| StoneX Group Inc. | History | No change | 16,488 | 874 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,310 | 865 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors, LLC | History | No change | 16,119 | 855 | 0.42% | 0.42% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 15,770 | 838 | 0.41% | 0.18% | 250 | +9,192 | 139.74% | Q3 2026 | Oct 13, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 15,631 | 829 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 15,368 | 815 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,142 | 805 | 0.08% | 0.06% | 253 | +4,350 | 40.31% | Q3 2026 | Oct 14, 2026 |
| MBL Wealth, LLC | History | No change | 15,000 | 796 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 14,752 | 783 | 0.73% | 0.73% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 14,413 | 765 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 14,374 | 763 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 14,292 | 758 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 14,129 | 750 | 0.33% | 0.33% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 14,092 | 748 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 14,073 | 747 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 13,834 | 734 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 13,688 | 726 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,512 | 717 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 13,538 | 695 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 12,805 | 679 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,700 | 674 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 12,642 | 671 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wellington Grp LLC | History | No change | 12,543 | 665 | 0.18% | 0.18% | 269 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,458 | 659 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 12,379 | 657 | 0.28% | 0.28% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 12,153 | 645 | 0.35% | 0.35% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 11,816 | 627 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | New | 11,760 | 625 | 0.24% | — | 274 | +11,760 | New | Q3 2026 | Oct 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,676 | 620 | 0.26% | 0.21% | 275 | -6,145 | -34.48% | Q3 2026 | Oct 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 11,637 | 617 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 11,441 | 607 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,349 | 602 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Accel Wealth Management | History | Added to | 10,984 | 584 | 0.13% | 0.13% | 279 | +215 | 2.0% | Q3 2026 | Oct 13, 2026 |
| Independent Advisor Alliance | History | No change | 10,983 | 583 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,893 | 578 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,841 | 575 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,754 | 570 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Seros Financial, LLC | History | No change | 10,590 | 562 | 0.29% | 0.29% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 10,565 | 560 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 10,446 | 554 | 0.23% | 0.23% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 10,433 | 553 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 10,433 | 553 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | New | 10,300 | 547 | 0.16% | — | 289 | +10,300 | New | Q3 2026 | Oct 07, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 10,203 | 542 | 0.1% | 0.17% | 290 | -6,797 | -39.98% | Q3 2026 | Oct 13, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 10,215 | 542 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | No change | 10,207 | 541 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,151 | 538 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 10,112 | 536 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 10,080 | 535 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 10,011 | 532 | 0.08% | 0.09% | 296 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,920 | 526 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Family Wealth LLC | History | No change | 9,910 | 526 | 0.46% | 0.46% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Simplicity Wealth,LLC | History | No change | 9,863 | 523 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Three Magnolias Financial Advisors, LLC | History | New | 9,784 | 520 | 0.31% | — | 300 | +9,784 | New | Q3 2026 | Oct 14, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 9,793 | 519 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 9,761 | 518 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,722 | 516 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,646 | 512 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 9,624 | 510 | 0.15% | 0.15% | 305 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | No change | 9,193 | 491 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockport Wealth LLC | History | No change | 9,264 | 491 | 0.08% | 0.08% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 8,910 | 473 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | No change | 8,905 | 472 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 8,545 | 457 | 0.07% | 0.06% | 310 | +288 | 3.49% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,589 | 455 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Copley Financial Group, Inc. | History | No change | 8,586 | 455 | 0.28% | 0.28% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 8,552 | 454 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,538 | 453 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Camelot Portfolios, LLC | History | No change | 8,409 | 446 | 0.31% | 0.31% | 315 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 8,371 | 444 | 0.21% | 0.21% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 8,353 | 443 | 0.17% | 0.17% | 317 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,294 | 440 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 8,171 | 433 | 0.12% | 0.12% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,090 | 429 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,897 | 419 | 0.03% | 0.06% | 321 | -9,180 | -53.76% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 7,750 | 412 | 0.02% | 0.02% | 322 | +884 | 12.88% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 7,698 | 408 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnus Financial Group LLC | History | No change | 7,662 | 406 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,627 | 404 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Advisors, Inc. | History | No change | 7,548 | 400 | 0.28% | 0.28% | 326 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| FMR LLC | History | No change | 7,518 | 399 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 7,500 | 398 | 0.01% | — | 328 | +7,500 | New | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 7,391 | 392 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 7,134 | 378 | 0.17% | 0.17% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 7,112 | 377 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 7,000 | 372 | 0.0% | 0.0% | 332 | +3,000 | 75.0% | Q3 2026 | Oct 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,977 | 370 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 6,880 | 365 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCP Asset Management, LLC | History | No change | 6,785 | 363 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 6,786 | 360 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 6,687 | 355 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,603 | 350 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 6,466 | 343 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sonoma Allocations LLC | History | No change | 6,357 | 338 | 0.11% | 0.11% | 340 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,377 | 338 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,396 | 334 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,229 | 330 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Royal Fund Management, LLC | History | No change | 6,179 | 328 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Helium Advisors LLC | History | No change | 6,190 | 328 | 0.27% | 0.27% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 6,175 | 327 | 0.21% | 0.21% | 346 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 6,099 | 324 | 0.1% | 0.09% | 347 | +38 | 0.63% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,085 | 320 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Braeburn Wealth Management LLC | History | No change | 6,025 | 319 | 0.14% | 0.14% | 349 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 5,969 | 316 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 5,777 | 306 | 0.13% | 0.13% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 5,649 | 300 | 0.01% | — | 352 | +5,649 | New | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,650 | 299 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 5,550 | 294 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fulcrum Equity Management | History | No change | 5,519 | 292 | 0.21% | 0.21% | 355 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,399 | 286 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 5,391 | 286 | 0.08% | 0.08% | 357 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Facet Wealth, Inc. | History | No change | 5,295 | 281 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 5,215 | 276 | 0.12% | 0.12% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIMA LLC | History | No change | 5,169 | 274 | 0.27% | 0.27% | 360 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berger Financial Group, Inc | History | No change | 5,032 | 267 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | No change | 5,000 | 265 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Asset Management, LLC | History | No change | 4,936 | 262 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,913 | 260 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Venture Visionary Partners LLC | History | Added to | 4,762 | 253 | 0.01% | 0.01% | 365 | +4 | 0.08% | Q3 2026 | Oct 07, 2026 |
| NORDEN GROUP LLC | History | No change | 4,772 | 253 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 4,744 | 251 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,729 | 251 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,723 | 250 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,700 | 249 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 4,637 | 246 | 0.08% | 0.08% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Castleview Partners, LLC | History | New | 4,596 | 244 | 0.11% | — | 372 | +4,596 | New | Q3 2026 | Oct 09, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 4,585 | 243 | 0.19% | 0.19% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 4,544 | 241 | 0.08% | 0.08% | 374 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 4,443 | 235 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,443 | 235 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Wealth Network Inc. | History | No change | 4,420 | 234 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 4,464 | 233 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 4,403 | 233 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,352 | 231 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,418 | 229 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 4,325 | 229 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Stenger Family Office, LLC | History | No change | 4,225 | 224 | 0.04% | 0.04% | 383 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,142 | 220 | 0.02% | 0.02% | 384 | +330 | 8.66% | Q3 2026 | Oct 14, 2026 |
| Second Line Capital, LLC | History | No change | 4,050 | 215 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Noble Wealth Management PBC | History | No change | 4,050 | 215 | 0.1% | 0.1% | 386 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,033 | 214 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ZEGA Investments, LLC | History | No change | 4,031 | 214 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,013 | 213 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 4,013 | 213 | 0.16% | 0.16% | 390 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 3,868 | 205 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 3,839 | 203 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WILLNER & HELLER, LLC | History | No change | 3,836 | 203 | 0.13% | 0.13% | 393 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| A4 Wealth Advisors LLC | History | No change | 3,839 | 203 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,815 | 202 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,820 | 202 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingstone Capital Partners Texas, LLC | History | No change | 3,809 | 202 | 0.11% | 0.11% | 397 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Care LLC | History | No change | 3,818 | 202 | 0.16% | 0.16% | 398 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Management, Inc. | History | No change | 3,819 | 202 | 0.17% | 0.17% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | No change | 3,801 | 201 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STANCE CAPITAL LLC | History | No change | 3,777 | 200 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,708 | 196 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 3,563 | 189 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 3,569 | 189 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,230 | 171 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,974 | 157 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,713 | 144 | 0.08% | 0.08% | 407 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sunrise Financial Services, LLC | History | No change | 2,670 | 141 | 0.08% | 0.08% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 2,625 | 139 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,566 | 136 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,531 | 134 | 0.04% | 0.04% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,372 | 125 | 0.07% | 0.07% | 412 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| City State Bank | History | No change | 2,000 | 106 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nemes Rush Group LLC | History | No change | 1,995 | 105 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 1,726 | 91 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | No change | 1,672 | 88 | 0.1% | 0.1% | 416 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,646 | 87 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,623 | 86 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,350 | 71 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,339 | 71 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,307 | 69 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,270 | 67 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 1,200 | 63 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,175 | 62 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,062 | 56 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,067 | 56 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Investment Partners LLC | History | No change | 1,000 | 53 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 997 | 52 | 0.05% | 0.05% | 428 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 951 | 50 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 910 | 48 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 850 | 45 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 826 | 43 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | No change | 801 | 42 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advocate Investing Services LLC | History | No change | 800 | 42 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 785 | 41 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 771 | 40 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HFM Investment Advisors, LLC | History | No change | 738 | 39 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 594 | 32 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 595 | 31 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 594 | 31 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 601 | 31 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 556 | 30 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Community Bank | History | No change | 500 | 26 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 385 | 20 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 350 | 18 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 337 | 17 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Berbice Capital Management LLC | History | New | 300 | 15 | 0.01% | — | 447 | +300 | New | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 265 | 14 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFSG, LLC | History | No change | 255 | 13 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RMG Wealth Management LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 198 | 10 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 146 | 7 | 0.0% | — | 453 | +146 | New | Q3 2026 | Oct 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 5 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFS Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 460 | +19 | New | Q3 2026 | Oct 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 37 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robbins Farley | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |