Victory Portfolios II - VFLO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,355,994 | 748,286 | 0.05% | 0.05% | 1 | +388,526 | 2.43% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 14,967,074 | 684,743 | 0.04% | 0.03% | 2 | +2,414,902 | 19.24% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 14,069,290 | 643,669 | 0.14% | 0.14% | 3 | +626,717 | 4.66% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,323,610 | 380,805 | 0.06% | 0.06% | 4 | +472,134 | 6.01% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,117,217 | 371,362 | 0.2% | 0.18% | 5 | +544,134 | 7.19% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,415,921 | 293,528 | 0.08% | 0.07% | 6 | +662,443 | 11.51% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,111,150 | 233,835 | 0.13% | 0.13% | 7 | +100,000 | 2.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 4,249,954 | 194,435 | 0.02% | 0.02% | 8 | +646,573 | 17.94% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,224,520 | 147,521 | 0.9% | 0.83% | 9 | +401,983 | 14.24% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,120,465 | 142,910 | 0.03% | 0.02% | 10 | +566,269 | 22.17% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,983,417 | 136,491 | 0.13% | 0.13% | 11 | -38,708 | -1.28% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,789,021 | 127,597 | 1.52% | 1.6% | 12 | +426,025 | 18.03% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,504,123 | 114,563 | 0.49% | 0.56% | 13 | -1,012,323 | -28.79% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,494,324 | 114,115 | 0.03% | 0.03% | 14 | +94,493 | 3.94% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,414,494 | 110,463 | 0.02% | 0.01% | 15 | +270,919 | 12.64% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Added to | 2,273,385 | 104,007 | 1.22% | 1.17% | 16 | +106,833 | 4.93% | Q2 2026 | Jul 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 2,167,764 | 99,175 | 7.09% | 6.98% | 17 | -14,038 | -0.64% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,975,690 | 90,387 | 1.43% | 1.17% | 18 | +339,844 | 20.77% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,742,062 | 79,699 | 1.21% | 1.09% | 19 | +203,615 | 13.24% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | Added to | 1,714,245 | 78,426 | 2.32% | 2.24% | 20 | +24,972 | 1.48% | Q2 2026 | Jul 27, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,219,257 | 55,781 | 5.1% | 6.76% | 21 | -321,548 | -20.87% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,138,388 | 52,081 | 0.24% | 0.24% | 22 | +30,065 | 2.71% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,119,059 | 51,196 | 0.06% | 0.06% | 23 | +74,707 | 7.15% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | Added to | 1,112,874 | 50,914 | 3.02% | 2.92% | 24 | +33,177 | 3.07% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | Added to | 1,065,482 | 48,745 | 1.96% | 2.25% | 25 | +8,682 | 0.82% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | Added to | 1,018,265 | 46,585 | 3.07% | 3.08% | 26 | +17,647 | 1.76% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,008,371 | 46,133 | 0.21% | 0.17% | 27 | +91,736 | 10.01% | Q2 2026 | Jul 27, 2026 |
| Madison Asset Management, LLC | History | Added to | 1,003,856 | 45,926 | 0.55% | 0.23% | 28 | +527,136 | 110.58% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 888,000 | 40,626 | 0.03% | 0.01% | 29 | +494,800 | 125.84% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 848,053 | 38,810 | 0.05% | 0.05% | 30 | +9,863 | 1.18% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 611,590 | 27,980 | 0.21% | 0.21% | 31 | -20,063 | -3.18% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 589,559 | 26,972 | 8.28% | 7.94% | 32 | +4,412 | 0.75% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 587,368 | 26,872 | 0.04% | 0.04% | 33 | +59,215 | 11.21% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 547,526 | 25,049 | 0.06% | 0.05% | 34 | +17,794 | 3.36% | Q2 2026 | Jul 27, 2026 |
| Sepio Capital, LP | History | Added to | 545,660 | 24,963 | 1.26% | 1.16% | 35 | +3,226 | 0.59% | Q2 2026 | Jul 28, 2026 |
| Ledyard National Bank | History | Added to | 516,246 | 23,618 | 1.89% | 1.62% | 36 | +42,129 | 8.89% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 510,082 | 23,560 | 0.01% | 0.01% | 37 | +179,792 | 54.43% | Q2 2026 | Aug 14, 2026 |
| Marble Wealth, LLC | History | Added to | 484,517 | 22,166 | 3.39% | 3.22% | 38 | +18,390 | 3.95% | Q2 2026 | Aug 07, 2026 |
| Financial Enhancement Group LLC | History | Added to | 473,000 | 21,639 | 2.58% | 2.42% | 39 | +4,813 | 1.03% | Q2 2026 | Jul 07, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 468,265 | 21,423 | 1.3% | 1.18% | 40 | -61,999 | -11.69% | Q2 2026 | Aug 13, 2026 |
| Atlas Wealth LLC | History | Added to | 463,243 | 21,193 | 3.02% | 5.36% | 41 | +10,233 | 2.26% | Q2 2026 | Jul 28, 2026 |
| Allen Capital Group, LLC | History | Added to | 444,975 | 20,357 | 1.66% | 1.51% | 42 | +15,928 | 3.71% | Q2 2026 | Jul 27, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 431,865 | 19,757 | 4.73% | 4.76% | 43 | -18,842 | -4.18% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 418,856 | 19,162 | 0.02% | 0.02% | 44 | -156,633 | -27.22% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 417,093 | 19,082 | 0.21% | 0.18% | 45 | +56,778 | 15.76% | Q2 2026 | Aug 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 414,220 | 18,950 | 6.2% | 6.01% | 46 | -6,282 | -1.49% | Q2 2026 | Aug 12, 2026 |
| Curry Webb Wealth Management LLC | History | Added to | 411,381 | 18,820 | 7.79% | 7.3% | 47 | +19,828 | 5.06% | Q2 2026 | Aug 13, 2026 |
| Kirkwood Financial Services | History | Added to | 387,737 | 17,750 | 5.07% | 3.52% | 48 | +127,111 | 48.77% | Q2 2026 | Aug 25, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 383,126 | 17,527 | 0.02% | 0.02% | 49 | +65,643 | 20.68% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 378,775 | 17,329 | 0.01% | 0.01% | 50 | +35,983 | 10.5% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 364,333 | 16,668 | 0.04% | 0.04% | 51 | -1,201 | -0.33% | Q2 2026 | Aug 14, 2026 |
| CFO4Life Group, LLC | History | Added to | 353,353 | 16,165 | 2.18% | 2.12% | 52 | +652 | 0.18% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 351,115 | 16,063 | 0.17% | 0.17% | 53 | +10,815 | 3.18% | Q2 2026 | Aug 14, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 327,766 | 14,995 | 6.99% | 6.28% | 54 | +6,865 | 2.14% | Q2 2026 | Jul 28, 2026 |
| Hudock, Inc. | History | Added to | 304,086 | 13,911 | 1.78% | 1.75% | 55 | +2,393 | 0.79% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 323,512 | 13,786 | 0.96% | 0.77% | 56 | +161,756 | 100.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 295,002 | 13,496 | 0.65% | 0.71% | 57 | -35,924 | -10.86% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 276,620 | 12,655 | 1.54% | 1.45% | 58 | +13,675 | 5.2% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 264,998 | 12,558 | 0.02% | 0.02% | 59 | +50,036 | 23.28% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 273,376 | 12,506 | 0.03% | 0.02% | 60 | +64,587 | 30.93% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 266,044 | 12,171 | 0.4% | 0.4% | 61 | -2,523 | -0.94% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 247,922 | 11,342 | 0.37% | 0.37% | 62 | -1,066 | -0.43% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 245,410 | 11,227 | 0.43% | 0.4% | 63 | +17,107 | 7.49% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 243,330 | 11,132 | 0.68% | — | 64 | +243,330 | New | Q2 2026 | Aug 07, 2026 |
| Weil Company, Inc. | History | Reduced | 242,305 | 11,085 | 1.95% | 2.19% | 65 | -4,760 | -1.93% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 229,827 | 10,514 | 0.11% | 0.1% | 66 | +489 | 0.21% | Q2 2026 | Jul 28, 2026 |
| MKP Capital Management, L.L.C. | History | New | 219,000 | 10,019 | 0.27% | — | 67 | +219,000 | New | Q2 2026 | Aug 07, 2026 |
| Financial Designs Corp | History | Reduced | 216,677 | 9,912 | 5.31% | 4.95% | 68 | -8,675 | -3.85% | Q2 2026 | Jul 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 209,302 | 9,575 | 0.04% | 0.07% | 69 | -24,849 | -10.61% | Q2 2026 | Aug 11, 2026 |
| GERBER, LLC | History | Added to | 204,726 | 9,366 | 4.4% | 4.2% | 70 | +14,094 | 7.39% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | Added to | 188,512 | 8,624 | 1.56% | 0.81% | 71 | +88,320 | 88.15% | Q2 2026 | Jul 20, 2026 |
| Trademark Financial Management, LLC | History | Added to | 183,185 | 8,380 | 3.43% | 1.2% | 72 | +121,111 | 195.11% | Q2 2026 | Jul 27, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 182,519 | 8,350 | 4.09% | 3.73% | 73 | -4,029 | -2.16% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 179,819 | 8,226 | 0.49% | 0.46% | 74 | +6,805 | 3.93% | Q2 2026 | Jul 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 176,838 | 8,090 | 0.32% | 0.3% | 75 | +9,136 | 5.45% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | New | 176,424 | 8,071 | 0.27% | — | 76 | +176,424 | New | Q2 2026 | Aug 06, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 168,238 | 7,696 | 1.08% | 1.07% | 77 | +10,058 | 6.36% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 158,038 | 7,282 | 0.0% | 0.0% | 78 | +7,212 | 4.78% | Q2 2026 | Aug 12, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 158,010 | 7,228 | 2.15% | 1.86% | 79 | +15,406 | 10.8% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 156,509 | 7,157 | 0.03% | 0.03% | 80 | +10,807 | 7.42% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 154,293 | 7,058 | 0.0% | 0.0% | 81 | -9,421 | -5.75% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 153,810 | 7,036 | 0.01% | 0.01% | 82 | +1,846 | 1.21% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 152,996 | 6,999 | 0.27% | 0.27% | 83 | -2,654 | -1.71% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 146,408 | 6,698 | 4.29% | 3.88% | 84 | +10,243 | 7.52% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 139,162 | 6,366 | 0.0% | 0.0% | 85 | -273,089 | -66.24% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 138,433 | 6,333 | 0.04% | 0.03% | 86 | +31,503 | 29.46% | Q2 2026 | Aug 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 138,140 | 6,319 | 0.68% | 0.78% | 87 | +2,160 | 1.59% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 135,666 | 6,206 | 0.04% | 0.04% | 88 | -2,321 | -1.68% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 132,598 | 6,066 | 2.27% | 2.14% | 89 | -2,321 | -1.72% | Q2 2026 | Jul 22, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 129,421 | 5,921 | 0.72% | 0.61% | 90 | +8,786 | 7.28% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 118,215 | 5,408 | 0.04% | 0.03% | 91 | +18,650 | 18.73% | Q2 2026 | Sep 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 106,605 | 4,877 | 0.0% | 0.0% | 92 | +37,830 | 55.01% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 104,421 | 4,777 | 0.7% | 0.51% | 93 | +26,839 | 34.59% | Q2 2026 | Jul 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 103,813 | 4,749 | 0.82% | 0.87% | 94 | -8,879 | -7.88% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 100,861 | 4,614 | 0.2% | 0.2% | 95 | +20 | 0.02% | Q2 2026 | Jul 22, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 97,216 | 4,447 | 1.34% | 1.62% | 96 | -10,866 | -10.05% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 96,322 | 4,407 | 0.01% | 0.01% | 97 | +931 | 0.98% | Q2 2026 | Aug 05, 2026 |
| Summit Asset Management, LLC | History | Added to | 92,993 | 4,254 | 0.55% | 0.44% | 98 | +12,142 | 15.02% | Q2 2026 | Aug 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 91,987 | 4,208 | 1.43% | 1.3% | 99 | +8,067 | 9.61% | Q2 2026 | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 89,838 | 4,110 | 1.49% | 1.32% | 100 | +7,137 | 8.63% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 88,355 | 4,042 | 0.25% | 0.24% | 101 | +4,623 | 5.52% | Q2 2026 | Aug 11, 2026 |
| Mechanics Bank Trust Department | History | Added to | 87,002 | 3,980 | 0.49% | 0.42% | 102 | +10,543 | 13.79% | Q2 2026 | Jul 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 85,992 | 3,934 | 2.73% | 2.4% | 103 | +5,589 | 6.95% | Q2 2026 | Jul 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 85,126 | 3,894 | 0.49% | 0.53% | 104 | -7,077 | -7.68% | Q2 2026 | Jul 24, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 89,218 | 3,850 | 2.88% | 2.22% | 105 | +5,586 | 6.68% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 84,061 | 3,846 | 0.03% | 0.03% | 106 | -1,174 | -1.38% | Q2 2026 | Jul 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 83,621 | 3,825 | 0.31% | 0.32% | 107 | -498 | -0.59% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 77,182 | 3,531 | 0.32% | 0.53% | 108 | -47,178 | -37.94% | Q2 2026 | Aug 11, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Added to | 75,525 | 3,455 | 0.46% | 1.07% | 109 | +4,560 | 6.43% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | Reduced | 75,355 | 3,447 | 1.69% | 1.71% | 110 | -1,163 | -1.52% | Q2 2026 | Jul 30, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 73,834 | 3,377 | 0.84% | 0.78% | 111 | +1,866 | 2.59% | Q2 2026 | Aug 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 72,965 | 3,338 | 0.06% | 0.39% | 112 | -455,202 | -86.19% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,433 | 3,268 | 0.01% | 0.01% | 113 | +16,965 | 31.15% | Q2 2026 | Jul 28, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 70,569 | 3,228 | 1.55% | 1.57% | 114 | -4,383 | -5.85% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 68,915 | 3,152 | 0.11% | 0.11% | 115 | -24,322 | -26.09% | Q2 2026 | Jul 24, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 67,555 | 3,090 | 0.78% | 0.74% | 116 | -3,275 | -4.62% | Q2 2026 | Jul 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 64,672 | 2,958 | 0.3% | — | 117 | +64,672 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 63,569 | 2,908 | 0.01% | 0.01% | 118 | +21,334 | 50.51% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | Added to | 63,068 | 2,885 | 1.22% | 1.13% | 119 | +3,493 | 5.86% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 60,546 | 2,769 | 0.01% | 0.01% | 120 | +5,571 | 10.13% | Q2 2026 | Aug 03, 2026 |
| Nutshell Asset Management Ltd | History | Added to | 60,174 | 2,752 | 0.92% | 0.47% | 121 | +38,300 | 175.09% | Q2 2026 | Aug 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 59,189 | 2,707 | 1.79% | 0.7% | 122 | +27,856 | 88.9% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 58,706 | 2,685 | 0.09% | 0.03% | 123 | +41,320 | 237.66% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Added to | 57,531 | 2,632 | 0.01% | 0.01% | 124 | +6,424 | 12.57% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 57,365 | 2,624 | 0.05% | 0.04% | 125 | +7,321 | 14.63% | Q2 2026 | Jul 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 57,322 | 2,622 | 0.2% | 0.23% | 126 | -8,630 | -13.09% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 55,246 | 2,527 | 0.28% | 0.26% | 127 | +490 | 0.89% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 53,813 | 2,461 | 0.02% | 0.02% | 128 | +7,723 | 16.76% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | Added to | 52,465 | 2,432 | 0.53% | 0.24% | 129 | +31,383 | 148.86% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 53,081 | 2,428 | 0.0% | 0.0% | 130 | +23,593 | 80.01% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 52,424 | 2,398 | 0.04% | — | 131 | +52,424 | New | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 50,916 | 2,329 | 0.05% | 0.07% | 132 | -21,870 | -30.05% | Q2 2026 | Aug 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 49,458 | 2,262 | 1.3% | 0.98% | 133 | +12,158 | 32.6% | Q2 2026 | Jul 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 47,810 | 2,187 | 0.03% | 0.03% | 134 | +3,997 | 9.12% | Q2 2026 | Aug 03, 2026 |
| Keel Point, LLC | History | Added to | 47,735 | 2,183 | 0.13% | 0.11% | 135 | +5,136 | 12.06% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 47,056 | 2,152 | 0.01% | 0.01% | 136 | +20,372 | 76.35% | Q2 2026 | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 46,362 | 2,121 | 0.22% | 0.14% | 137 | -15,112 | -24.58% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 45,839 | 2,097 | 0.05% | 0.04% | 138 | -1,538 | -3.25% | Q2 2026 | Aug 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 45,811 | 2,095 | 0.66% | 0.74% | 139 | +2,864 | 6.67% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Reduced | 45,689 | 2,090 | 0.05% | 0.05% | 140 | -1,340 | -2.85% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 44,059 | 2,015 | 0.1% | 0.08% | 141 | +6,958 | 18.75% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 43,277 | 1,979 | 1.06% | 1.17% | 142 | +471 | 1.1% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | Added to | 40,120 | 1,835 | 0.27% | 0.19% | 143 | +11,514 | 40.25% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,051 | 1,832 | 0.01% | 0.01% | 144 | +2,853 | 7.67% | Q2 2026 | Jul 24, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 39,586 | 1,811 | 0.84% | 0.84% | 145 | +275 | 0.7% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 38,038 | 1,740 | 1.16% | 1.13% | 146 | +4,037 | 11.87% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,993 | 1,738 | 0.02% | 0.01% | 147 | +7,684 | 25.35% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 37,401 | 1,711 | 0.02% | 0.01% | 148 | +15,201 | 68.47% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 37,174 | 1,700 | 0.06% | 0.04% | 149 | +18,599 | 100.13% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | New | 36,183 | 1,655 | 0.01% | — | 150 | +36,183 | New | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 34,130 | 1,561 | 0.06% | 0.04% | 151 | +9,897 | 40.84% | Q2 2026 | Aug 10, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 34,133 | 1,561 | 0.79% | 1.04% | 153 | -3,776 | -9.96% | Q2 2026 | Aug 11, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 34,128 | 1,561 | 0.79% | 0.88% | 152 | -2,512 | -6.86% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 34,107 | 1,560 | 0.0% | 0.0% | 154 | -3,647 | -9.66% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 33,731 | 1,543 | 0.0% | 0.0% | 155 | -1,095 | -3.14% | Q2 2026 | Aug 12, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 33,648 | 1,539 | 0.58% | — | 156 | +33,648 | New | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 33,242 | 1,520 | 0.02% | 0.02% | 157 | -3,935 | -10.58% | Q2 2026 | Aug 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 32,195 | 1,472 | 0.4% | 0.11% | 158 | +24,488 | 317.74% | Q2 2026 | Jul 23, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 31,118 | 1,423 | 0.03% | 0.04% | 159 | -7,726 | -19.89% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 29,809 | 1,363 | 0.01% | 0.01% | 160 | -1,003 | -3.26% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | Reduced | 29,312 | 1,341 | 0.13% | 0.16% | 161 | -4,394 | -13.04% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 27,931 | 1,277 | 0.04% | 0.04% | 162 | -3,443 | -10.97% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 26,558 | 1,215 | 0.02% | 0.01% | 164 | +18,761 | 240.62% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 26,564 | 1,215 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 26,369 | 1,206 | 0.02% | — | 165 | +26,369 | New | Q2 2026 | Jul 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 26,193 | 1,198 | 0.08% | 0.07% | 166 | +3,123 | 13.54% | Q2 2026 | Jul 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 25,578 | 1,170 | 0.07% | 0.05% | 167 | +7,780 | 43.71% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 25,248 | 1,155 | 0.02% | 0.02% | 168 | +2,016 | 8.68% | Q2 2026 | Jul 15, 2026 |
| DDD Partners, LLC | History | Reduced | 24,294 | 1,111 | 0.07% | 0.19% | 169 | -47,025 | -65.94% | Q2 2026 | Aug 05, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 24,114 | 1,103 | 0.32% | 0.3% | 170 | +11,469 | 90.7% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 22,887 | 1,047 | 0.0% | — | 171 | +22,887 | New | Q2 2026 | Aug 19, 2026 |
| Mariner, LLC | History | Reduced | 22,434 | 1,026 | 0.0% | 0.01% | 172 | -293,929 | -92.91% | Q2 2026 | Aug 13, 2026 |
| Wealth Group Ltd | History | Added to | 22,423 | 1,025 | 0.2% | 0.19% | 173 | +1,595 | 7.66% | Q2 2026 | Jul 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 21,800 | 997 | 0.0% | 0.0% | 174 | +3,500 | 19.13% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 21,674 | 991 | 0.0% | 0.0% | 175 | +3,829 | 21.46% | Q2 2026 | Aug 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,532 | 985 | 0.02% | 0.02% | 176 | -763 | -3.42% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 21,403 | 979 | 0.05% | 0.05% | 177 | -32 | -0.15% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,092 | 964 | 0.05% | 0.05% | 178 | +109 | 0.52% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | New | 21,032 | 962 | 0.02% | — | 179 | +21,032 | New | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 20,932 | 957 | 0.15% | 0.18% | 180 | -1,024 | -4.66% | Q2 2026 | Jul 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,603 | 942 | 0.01% | 0.01% | 181 | -3,134 | -13.2% | Q2 2026 | Jul 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 19,954 | 912 | 0.12% | 0.11% | 182 | +139 | 0.7% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,882 | 909 | 0.0% | 0.0% | 183 | +350 | 1.79% | Q2 2026 | Jul 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,800 | 905 | 0.04% | 0.03% | 184 | +543 | 2.82% | Q2 2026 | Aug 13, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 18,948 | 866 | 0.51% | 0.45% | 185 | +3,410 | 21.95% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 17,495 | 800 | 0.0% | 0.0% | 186 | +1,624 | 10.23% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 17,110 | 782 | 0.01% | — | 187 | +17,110 | New | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,887 | 772 | 0.01% | 0.01% | 188 | +5,739 | 51.48% | Q2 2026 | Jul 15, 2026 |
| Integras Partners LLC | History | New | 16,417 | 751 | 0.41% | — | 189 | +16,417 | New | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,383 | 749 | 0.01% | 0.01% | 190 | +2,759 | 20.25% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | New | 16,015 | 732 | 0.0% | — | 191 | +16,015 | New | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 15,625 | 714 | 0.03% | 0.04% | 192 | +4 | 0.03% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,236 | 697 | 0.03% | 0.03% | 193 | -3,150 | -17.13% | Q2 2026 | Jul 27, 2026 |
| Ocean Park Asset Management, LLC | History | New | 15,107 | 691 | 0.03% | — | 194 | +15,107 | New | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 14,317 | 655 | 0.0% | — | 195 | +14,317 | New | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,243 | 651 | 0.06% | 0.06% | 196 | -1,463 | -9.31% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,203 | 649 | 0.05% | 0.05% | 197 | +674 | 4.98% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,909 | 636 | 0.0% | 0.0% | 198 | +3,239 | 30.36% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | New | 13,858 | 634 | 0.11% | — | 199 | +13,858 | New | Q2 2026 | Aug 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 13,344 | 610 | 0.09% | 0.08% | 200 | +29 | 0.22% | Q2 2026 | Jul 15, 2026 |
| Aspiring Ventures, LLC | History | No change | 13,300 | 608 | 0.15% | 0.16% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HORAN Wealth, LLC | History | Added to | 13,112 | 599 | 0.07% | 0.04% | 202 | +1,502 | 12.94% | Q2 2026 | Aug 26, 2026 |
| Cerity Partners LLC | History | Added to | 13,016 | 595 | 0.0% | 0.0% | 203 | +1,013 | 8.44% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 12,667 | 593 | 0.02% | 0.01% | 204 | +6,667 | 111.12% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 12,882 | 589 | 0.0% | — | 205 | +12,882 | New | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | Reduced | 12,769 | 584 | 0.01% | 0.02% | 206 | -4,223 | -24.85% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,583 | 575 | 0.01% | 0.01% | 207 | +348 | 2.84% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | New | 12,104 | 554 | 0.16% | — | 208 | +12,104 | New | Q2 2026 | Aug 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 12,000 | 549 | 0.0% | 0.0% | 209 | +1,100 | 10.09% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 11,691 | 534 | 0.17% | — | 210 | +11,691 | New | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,572 | 529 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LWM Advisory Services, LLC | History | New | 11,528 | 527 | 0.94% | — | 212 | +11,528 | New | Q2 2026 | Aug 03, 2026 |
| Rubicon Advisors, GP | History | New | 11,234 | 513 | 0.37% | — | 213 | +11,234 | New | Q2 2026 | Jul 29, 2026 |
| Redwood Family Wealth LLC | History | Added to | 11,181 | 511 | 0.45% | 0.42% | 214 | +165 | 1.5% | Q2 2026 | Aug 04, 2026 |
| Balentine LLC | History | No change | 11,090 | 507 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,055 | 460 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 9,865 | 451 | 0.18% | 0.19% | 217 | -189 | -1.88% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | Added to | 9,724 | 444 | 0.0% | 0.0% | 218 | +1,451 | 17.54% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,563 | 437 | 0.0% | 0.0% | 219 | -401 | -4.02% | Q2 2026 | Aug 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,386 | 429 | 0.01% | 0.01% | 220 | -76 | -0.8% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,322 | 426 | 0.0% | 0.0% | 221 | -900 | -8.8% | Q2 2026 | Aug 03, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,084 | 415 | 0.04% | 0.05% | 222 | -496 | -5.18% | Q2 2026 | Jul 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 8,869 | 405 | 0.16% | 0.01% | 223 | +8,215 | 1256.12% | Q2 2026 | Aug 07, 2026 |
| First American Bank | History | Reduced | 8,711 | 398 | 0.02% | 0.03% | 224 | -4,193 | -32.49% | Q2 2026 | Jul 15, 2026 |
| First Nebraska Trust Co | History | No change | 8,679 | 397 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,657 | 396 | 0.02% | 0.02% | 226 | -6,691 | -43.6% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Added to | 8,645 | 395 | 0.0% | 0.0% | 227 | +3,544 | 69.48% | Q2 2026 | Aug 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 8,557 | 391 | 0.07% | 1.8% | 228 | -207,965 | -96.05% | Q2 2026 | Jul 30, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 8,311 | 380 | 0.12% | 0.13% | 229 | -1,459 | -14.93% | Q2 2026 | Jul 21, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 8,183 | 374 | 0.06% | 0.06% | 230 | +58 | 0.71% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | Reduced | 8,125 | 371 | 0.02% | 0.03% | 231 | -1,068 | -11.62% | Q2 2026 | Aug 04, 2026 |
| Convergence Financial, LLC | History | New | 7,790 | 356 | 0.03% | — | 232 | +7,790 | New | Q2 2026 | Aug 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 7,778 | 355 | 0.03% | 0.02% | 233 | +2,341 | 43.06% | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | Added to | 7,536 | 344 | 0.15% | 0.13% | 234 | +882 | 13.26% | Q2 2026 | Jul 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 7,397 | 338 | 0.05% | — | 235 | +7,397 | New | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,141 | 326 | 0.0% | 0.0% | 236 | +758 | 11.88% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,073 | 323 | 0.0% | 0.0% | 237 | +170 | 2.46% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 6,986 | 319 | 0.05% | 0.05% | 238 | -543 | -7.21% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Money Management Services LLC | History | New | 6,949 | 317 | 0.2% | — | 239 | +6,949 | New | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | New | 6,708 | 306 | 0.01% | — | 241 | +6,708 | New | Q2 2026 | Aug 03, 2026 |
| PROTECTIVE LIFE CORP | History | Reduced | 6,697 | 306 | 2.19% | 1.54% | 240 | -5,035 | -42.92% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 6,616 | 302 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 6,505 | 297 | 0.04% | 0.03% | 243 | +420 | 6.9% | Q2 2026 | Jul 27, 2026 |
| Allie Family Office LLC | History | No change | 6,422 | 293 | 0.11% | 0.11% | 244 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| SHP Wealth Management | History | Reduced | 6,364 | 291 | 0.02% | 0.04% | 245 | -6,002 | -48.54% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,255 | 286 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 6,058 | 277 | 0.01% | 0.01% | 247 | -4,912 | -44.78% | Q2 2026 | Aug 05, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 5,958 | 272 | 0.03% | 0.03% | 248 | +9 | 0.15% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | Reduced | 5,822 | 266 | 0.01% | 0.02% | 249 | -3,568 | -38.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,800 | 265 | 0.0% | — | 250 | +5,800 | New | Q2 2026 | Aug 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,797 | 265 | 0.1% | 0.11% | 251 | -1,184 | -16.96% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | Added to | 5,700 | 260 | 0.0% | 0.0% | 252 | +323 | 6.01% | Q2 2026 | Aug 07, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 5,600 | 256 | 0.19% | 0.23% | 253 | -600 | -9.68% | Q2 2026 | Jul 30, 2026 |
| Madison Wealth Partners, Inc | History | New | 5,443 | 249 | 0.03% | — | 254 | +5,443 | New | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 5,457 | 249 | 0.11% | 0.14% | 255 | -971 | -15.11% | Q2 2026 | Jul 30, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,375 | 245 | 0.06% | 0.06% | 256 | +12 | 0.22% | Q2 2026 | Jul 08, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 5,339 | 244 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lewis Asset Management, LLC | History | New | 5,157 | 235 | 0.08% | — | 258 | +5,157 | New | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | New | 4,887 | 223 | 0.04% | — | 259 | +4,887 | New | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,490 | 213 | 0.0% | 0.02% | 260 | -14,346 | -76.16% | Q2 2026 | Jul 27, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | New | 4,525 | 207 | 0.02% | — | 261 | +4,525 | New | Q2 2026 | Jul 29, 2026 |
| Stelac Advisory Services LLC | History | No change | 4,465 | 204 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,435 | 202 | 0.01% | — | 264 | +4,435 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,421 | 202 | 0.0% | 0.0% | 263 | +319 | 7.78% | Q2 2026 | Aug 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 4,393 | 200 | 0.03% | — | 265 | +4,393 | New | Q2 2026 | Jul 31, 2026 |
| Elm3 Financial Group, LLC | History | New | 4,372 | 200 | 0.14% | — | 266 | +4,372 | New | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,754 | 171 | 0.0% | 0.0% | 267 | +246 | 7.01% | Q2 2026 | Aug 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,250 | 149 | 0.11% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,902 | 132 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 2,573 | 117 | 0.0% | — | 270 | +2,573 | New | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 2,475 | 113 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Operose Advisors LLC | History | New | 1,828 | 83 | 0.02% | — | 272 | +1,828 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,617 | 73 | 0.0% | 0.0% | 273 | -42 | -2.53% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,567 | 71 | 0.06% | 0.06% | 274 | -33 | -2.06% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,548 | 70 | 0.04% | 0.05% | 275 | +3 | 0.19% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,453 | 66 | 0.0% | 0.0% | 276 | +102 | 7.55% | Q2 2026 | Jul 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,333 | 60 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | Added to | 1,278 | 58 | 0.0% | 0.0% | 278 | +684 | 115.15% | Q2 2026 | Jul 21, 2026 |
| NorthAvenue LLC | History | New | 1,057 | 48 | 0.03% | — | 279 | +1,057 | New | Q2 2026 | Jul 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 1,000 | 45 | 0.01% | — | 280 | +1,000 | New | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | New | 931 | 42 | 0.04% | — | 281 | +931 | New | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 808 | 36 | 0.0% | 0.0% | 282 | +164 | 25.47% | Q2 2026 | Aug 06, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 667 | 30 | 0.01% | 0.02% | 283 | -733 | -52.36% | Q2 2026 | Aug 03, 2026 |
| Vision Retirement, LLC | History | Added to | 652 | 29 | 0.01% | 0.0% | 285 | +479 | 276.88% | Q2 2026 | Jul 21, 2026 |
| Kingdom Financial Group LLC. | History | No change | 654 | 29 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | New | 613 | 28 | 0.0% | — | 286 | +613 | New | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | New | 592 | 27 | 0.0% | — | 289 | +592 | New | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 611 | 27 | 0.0% | 0.0% | 288 | -177 | -22.46% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 593 | 27 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 22 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 411 | 18 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 363 | 16 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 267 | 12 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | New | 260 | 11 | 0.0% | — | 294 | +260 | New | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 240 | 10 | 0.0% | — | 295 | +240 | New | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 178 | 8 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 148 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 122 | 5 | 0.0% | — | 298 | +122 | New | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 128 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 94 | 4 | 0.0% | — | 300 | +94 | New | Q2 2026 | Jul 14, 2026 |