REAVES UTILITY INCOME FUND - UTG
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.
Details.
Rows: 0
| 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 | No change | 1,307,405 | 53,237 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,205,092 | 49,071 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 877,625 | 35,736 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 694,103 | 28,263 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 548,908 | 22,351 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 532,580 | 21,687 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 437,513 | 17,815 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 380,508 | 15,494 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 325,955 | 13,273 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 323,107 | 13,156 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 296,826 | 12,086 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 292,537 | 11,913 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 287,252 | 11,696 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 250,323 | 10,193 | 2.9% | 2.9% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 247,979 | 10,097 | 2.58% | 2.58% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Magnus Financial Group LLC | History | No change | 238,730 | 9,721 | 0.69% | 0.69% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 189,654 | 7,722 | 1.29% | 1.29% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 172,636 | 7,029 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 161,288 | 6,567 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 159,511 | 6,495 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JBR Co Financial Management Inc | History | No change | 142,777 | 5,813 | 2.12% | 2.12% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 140,096 | 5,704 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 123,766 | 5,040 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 111,666 | 4,547 | 0.41% | 0.41% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 109,857 | 4,473 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 108,647 | 4,424 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 98,304 | 4,002 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 94,789 | 3,859 | 0.24% | 0.24% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 89,708 | 3,652 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REAVES W H & CO INC | History | No change | 85,747 | 3,491 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 82,301 | 3,351 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 81,985 | 3,338 | 0.9% | 0.9% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smith Asset Management Co., LLC | History | No change | 73,879 | 3,008 | 2.37% | 2.37% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 71,431 | 2,908 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 70,610 | 2,875 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 69,225 | 2,818 | 0.26% | 0.26% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jefferies Financial Group Inc. | History | No change | 68,546 | 2,791 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LongView Wealth Management | History | No change | 67,338 | 2,742 | 0.7% | 0.7% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 63,136 | 2,570 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | No change | 58,000 | 2,362 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 56,442 | 2,298 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 56,303 | 2,292 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 56,038 | 2,281 | 0.43% | 0.43% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 54,572 | 2,222 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 54,264 | 2,209 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 52,218 | 2,126 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 51,635 | 2,102 | 0.22% | 0.22% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 51,586 | 2,100 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 51,503 | 2,097 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 49,883 | 2,031 | 0.63% | 0.63% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kercheville Advisors, LLC | History | No change | 49,353 | 2,009 | 0.61% | 0.61% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 48,173 | 1,961 | 0.46% | 0.46% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 47,690 | 1,946 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 45,914 | 1,869 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 45,894 | 1,868 | 0.28% | 0.28% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wright Wealth LLC | History | No change | 44,805 | 1,824 | 1.1% | 1.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 40,437 | 1,646 | 1.06% | 1.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 40,268 | 1,639 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| XTX Topco Ltd | History | No change | 37,884 | 1,542 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 37,286 | 1,518 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 35,813 | 1,458 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 35,703 | 1,453 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,583 | 1,448 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Red Door Wealth Management, LLC | History | No change | 35,128 | 1,430 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 34,500 | 1,404 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 32,738 | 1,333 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 31,870 | 1,297 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 32,275 | 1,270 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 30,911 | 1,258 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 30,103 | 1,225 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 30,000 | 1,221 | 0.58% | 0.58% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,456 | 1,199 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 29,012 | 1,181 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 28,847 | 1,174 | 0.52% | 0.52% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 28,429 | 1,157 | 0.5% | 0.5% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,288 | 1,070 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 26,296 | 1,070 | 0.4% | 0.4% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PMG Family Office LLC | History | No change | 25,948 | 1,056 | 0.97% | 0.97% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 25,600 | 1,042 | 0.29% | 0.29% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | No change | 25,359 | 1,032 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | No change | 24,846 | 1,011 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,995 | 977 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 23,284 | 948 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 22,635 | 915 | 0.57% | 0.57% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,294 | 907 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 22,000 | 895 | 0.18% | 0.18% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 20,938 | 852 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Brown,Inc. | History | No change | 19,998 | 814 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | No change | 19,856 | 808 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Welch Group, LLC | History | No change | 19,729 | 803 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,387 | 789 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisory Services Network, LLC | History | No change | 19,393 | 789 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 19,260 | 784 | 0.2% | 0.2% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 18,558 | 755 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 18,013 | 733 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 17,942 | 730 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,875 | 727 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 17,366 | 707 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 17,202 | 700 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maridea Wealth Management LLC | History | No change | 17,096 | 696 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 17,064 | 694 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 17,036 | 693 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,920 | 688 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 17,200 | 686 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunpointe, LLC | History | No change | 16,760 | 682 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 16,394 | 667 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 17,068 | 663 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 16,070 | 654 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allied Private Wealth LLC | History | No change | 16,422 | 653 | 0.42% | 0.42% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | No change | 15,596 | 635 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 15,321 | 623 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | No change | 15,518 | 620 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 14,869 | 605 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,484 | 589 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 14,466 | 589 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 14,085 | 573 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13,979 | 569 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 13,758 | 560 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,682 | 557 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Triumph Capital Management | History | No change | 13,396 | 545 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 13,115 | 534 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 13,026 | 530 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 12,911 | 525 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,700 | 517 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 12,641 | 514 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Security Advisor, Inc. | History | No change | 12,500 | 509 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 11,809 | 480 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 11,684 | 475 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,354 | 462 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 11,326 | 461 | 0.12% | 0.12% | 130 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,115 | 452 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marex Group Ltd | History | No change | 11,000 | 447 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 407 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Innova Wealth Partners | History | No change | 9,967 | 405 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| City Center Advisors, LLC | History | No change | 9,692 | 394 | 0.32% | 0.32% | 135 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Leslie Global Wealth, LLC | History | No change | 9,667 | 393 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Estate Planners Group, LLC | History | No change | 9,644 | 392 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,573 | 389 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 200 | 387 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commerce Advisors, LLC | History | No change | 9,462 | 385 | 0.21% | 0.21% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 9,254 | 376 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orca Investment Management, LLC | History | No change | 9,063 | 369 | 0.27% | 0.27% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 9,077 | 369 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Purus Wealth Management, LLC | History | No change | 9,044 | 368 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,846 | 360 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,803 | 358 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 8,637 | 351 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,432 | 343 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 8,338 | 339 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,291 | 337 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 8,055 | 328 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | No change | 7,912 | 322 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 7,927 | 322 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 7,861 | 320 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,755 | 315 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,650 | 312 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 7,316 | 297 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,299 | 297 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 7,076 | 288 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | No change | 7,077 | 288 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RDA Financial Network | History | No change | 7,044 | 286 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,738 | 274 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,617 | 269 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,567 | 267 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 6,532 | 267 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,542 | 266 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hilltop Holdings Inc. | History | No change | 6,210 | 252 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penbrook Management LLC | History | No change | 6,125 | 249 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOMURA HOLDINGS INC | History | No change | 6,000 | 244 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,870 | 235 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 5,784 | 235 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,677 | 231 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,604 | 228 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Armor Investment Advisors, LLC | History | No change | 5,596 | 227 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 5,496 | 223 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 5,496 | 223 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 5,475 | 222 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Everstar Asset Management, LLC | History | No change | 5,450 | 221 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RMR Capital Management, LLC | History | No change | 5,373 | 218 | 0.15% | 0.15% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 5,350 | 217 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ballew Advisors, Inc | History | Added to | 6,123 | 216 | 0.11% | 0.12% | 181 | +104 | 1.73% | Q3 2026 | Oct 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,265 | 214 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Semus Wealth Partners LLC | History | No change | 5,227 | 212 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,215 | 212 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walker Asset Management, LLC | History | No change | 5,166 | 210 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,120 | 208 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 5,010 | 204 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 5,025 | 204 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 5,025 | 204 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 5,033 | 204 | 0.14% | 0.14% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Foster Group, Inc. | History | No change | 5,000 | 203 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | No change | 4,943 | 201 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 4,918 | 200 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 4,913 | 200 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,793 | 195 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 4,593 | 187 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 4,542 | 184 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,466 | 181 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,500 | 179 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,000 | 162 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,937 | 160 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,166 | 128 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,146 | 128 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 3,157 | 128 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,780 | 111 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,780 | 109 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | No change | 2,407 | 98 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,000 | 81 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nemes Rush Group LLC | History | No change | 2,000 | 81 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,966 | 80 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,858 | 75 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,864 | 75 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,747 | 71 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,724 | 70 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,700 | 69 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,692 | 68 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Advisors | History | No change | 1,500 | 61 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 1,450 | 59 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 1,440 | 58 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,420 | 57 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New Hampshire | History | No change | 1,560 | 53 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,246 | 50 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Index Technologies Group LLC | History | No change | 1,190 | 48 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,001 | 40 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 40 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 1,000 | 40 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 39 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| West Branch Capital LLC | History | No change | 862 | 35 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Caldwell Trust Co | History | No change | 825 | 33 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Paladin Partners, LLC | History | No change | 969 | 33 | 0.02% | 0.03% | 231 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Abound Wealth Management | History | No change | 797 | 32 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 744 | 30 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 687 | 27 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 625 | 25 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilltop National Bank | History | No change | 590 | 24 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| UMB Bank, n.a. | History | No change | 574 | 23 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 580 | 23 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 564 | 22 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Key FInancial Inc | History | No change | 554 | 22 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 500 | 20 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 395 | 16 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 410 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Basepoint Wealth LLC | History | No change | 395 | 16 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Highland Investment Advisors LLC | History | No change | 402 | 16 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 369 | 15 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 363 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 358 | 14 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 320 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 12 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 297 | 12 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALERUS FINANCIAL NA | History | No change | 267 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avion Wealth | History | No change | 250 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 270 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Newton One Investments LLC | History | No change | 234 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCF Advisors LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 126 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 100 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifeSteps Financial, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | New | 29 | 1 | 0.0% | — | 266 | +29 | New | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 46 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |