ALPS ETF Trust - AMLP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 16,070,257 | 833,242 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,210,100 | 684,943 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,866,456 | 459,725 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,429,142 | 385,200 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,409,556 | 384,185 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 4,904,023 | 254,371 | 2.88% | 2.73% | 6 | +463,628 | 10.44% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 3,880,321 | 201,194 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 3,024,792 | 156,835 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,810,836 | 145,741 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,473,354 | 128,244 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 2,195,668 | 113,889 | 0.06% | 0.07% | 11 | -29,921 | -1.34% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 1,704,381 | 88,372 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | No change | 1,639,760 | 85,021 | 7.71% | 7.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,285,186 | 67,071 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,010,491 | 52,393 | 0.59% | 0.59% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 993,674 | 51,522 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 965,702 | 50,071 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 953,551 | 49,447 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 871,610 | 45,210 | 0.06% | 0.05% | 19 | +92,785 | 11.91% | Q3 2026 | Nov 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 801,061 | 41,551 | 0.02% | 0.02% | 20 | -5,866 | -0.73% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | No change | 750,619 | 38,919 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 627,920 | 32,557 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 621,953 | 32,248 | 1.16% | 1.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 597,479 | 30,895 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 577,011 | 29,918 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 565,210 | 29,317 | 2.49% | 2.49% | 26 | +9,667 | 1.74% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 561,275 | 29,102 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 537,851 | 27,887 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 535,072 | 27,743 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 532,049 | 27,586 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 517,943 | 26,855 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oxbow Advisors, LLC | History | No change | 509,673 | 26,426 | 2.15% | 2.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 506,822 | 26,288 | 7.75% | 9.47% | 33 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 503,526 | 26,107 | 4.79% | 4.79% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 448,645 | 23,262 | 1.88% | 1.88% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 426,750 | 22,135 | 1.01% | 1.1% | 36 | -969 | -0.23% | Q3 2026 | Oct 28, 2026 |
| CHOREO, LLC | History | Reduced | 390,597 | 20,260 | 0.21% | 0.22% | 37 | -4,751 | -1.2% | Q3 2026 | Oct 28, 2026 |
| Trivium Point Advisory, LLC | History | No change | 378,254 | 19,612 | 1.78% | 1.78% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 362,715 | 19,180 | 0.03% | 0.03% | 39 | -19,398 | -5.08% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 364,555 | 18,909 | 0.1% | 0.1% | 40 | +8,268 | 2.32% | Q3 2026 | Oct 27, 2026 |
| Violich Capital Management, Inc. | History | Added to | 353,870 | 18,355 | 1.98% | 1.88% | 41 | +20,025 | 6.0% | Q3 2026 | Oct 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 349,952 | 18,152 | 0.04% | 0.1% | 42 | -470,907 | -57.37% | Q3 2026 | Nov 02, 2026 |
| Hilton Capital Management, LLC | History | No change | 338,754 | 17,564 | 1.2% | 1.2% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RS CRUM INC. | History | Added to | 332,882 | 17,266 | 3.23% | 3.22% | 44 | +1,496 | 0.45% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 327,061 | 16,958 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 319,657 | 16,574 | 1.0% | 1.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 311,938 | 16,174 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 301,702 | 15,649 | 5.6% | 5.36% | 48 | -6,397 | -2.08% | Q3 2026 | Oct 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 299,656 | 15,537 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 299,107 | 15,508 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 298,363 | 15,470 | 0.7% | 0.7% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 290,720 | 15,073 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 288,621 | 14,970 | 0.69% | 0.7% | 53 | +8,411 | 3.0% | Q3 2026 | Oct 22, 2026 |
| North Star Investment Management Corp. | History | Reduced | 286,345 | 14,852 | 0.8% | 0.83% | 54 | -8,683 | -2.94% | Q3 2026 | Oct 27, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 282,387 | 14,641 | 1.23% | 1.23% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 278,050 | 14,416 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | No change | 275,028 | 14,271 | 0.45% | 0.45% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 270,707 | 14,041 | 0.04% | 0.04% | 58 | +14,349 | 5.6% | Q3 2026 | Nov 02, 2026 |
| VISTA FINANCE, LLC | History | Added to | 263,629 | 13,674 | 7.29% | 7.48% | 59 | +5,502 | 2.13% | Q3 2026 | Oct 23, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 253,374 | 13,142 | 1.63% | 1.68% | 60 | -724 | -0.28% | Q3 2026 | Oct 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 248,500 | 12,884 | 0.91% | 0.91% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 246,704 | 12,797 | 0.06% | 0.05% | 62 | +45,786 | 22.79% | Q3 2026 | Oct 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Reduced | 246,344 | 12,777 | 6.32% | 6.02% | 63 | -471 | -0.19% | Q3 2026 | Nov 02, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 243,419 | 12,626 | 2.59% | 2.56% | 64 | +886 | 0.37% | Q3 2026 | Oct 20, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 242,497 | 12,573 | 1.15% | 1.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truffle Hound Capital, LLC | History | No change | 240,000 | 12,444 | 2.66% | 2.66% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | Added to | 237,513 | 12,319 | 0.49% | 0.4% | 67 | +47,616 | 25.07% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Added to | 236,560 | 12,270 | 0.0% | 0.0% | 68 | +6,570 | 2.86% | Q3 2026 | Nov 04, 2026 |
| Kera Capital Partners, Inc. | History | No change | 230,738 | 11,963 | 1.15% | 1.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 227,795 | 11,717 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 214,898 | 11,146 | 1.04% | 0.99% | 71 | +9,818 | 4.79% | Q3 2026 | Oct 20, 2026 |
| Lido Advisors, LLC | History | Added to | 207,227 | 10,748 | 0.03% | 0.03% | 72 | +9,208 | 4.65% | Q3 2026 | Nov 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 206,027 | 10,682 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 200,000 | 10,370 | 1.08% | 1.08% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Granby Capital Management, LLC | History | No change | 200,000 | 10,370 | 5.41% | 5.41% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 199,600 | 10,321 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 193,900 | 10,286 | 1.36% | — | 77 | +193,900 | New | Q3 2026 | Oct 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 196,839 | 10,210 | 0.1% | 0.11% | 78 | -15,311 | -7.22% | Q3 2026 | Oct 20, 2026 |
| Elgethun Capital Management | History | No change | 196,637 | 10,195 | 1.42% | 1.42% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 195,021 | 10,111 | 0.17% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 194,825 | 10,105 | 0.67% | 0.68% | 81 | -4,937 | -2.47% | Q3 2026 | Oct 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 194,367 | 10,077 | 0.68% | 0.68% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 189,931 | 9,847 | 1.57% | 1.57% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 184,780 | 9,726 | 1.4% | 1.45% | 84 | -2,027 | -1.09% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 185,243 | 9,604 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 174,986 | 9,076 | 0.16% | 0.16% | 86 | +3,669 | 2.14% | Q3 2026 | Oct 23, 2026 |
| BARD ASSOCIATES INC | History | No change | 171,562 | 8,895 | 1.97% | 1.97% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 167,510 | 8,685 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 165,825 | 8,601 | 2.16% | 2.22% | 89 | -3,330 | -1.97% | Q3 2026 | Oct 20, 2026 |
| Brick & Kyle, Associates | History | No change | 162,583 | 8,558 | 2.83% | 2.83% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | Added to | 162,460 | 8,426 | 0.82% | 0.63% | 91 | +39,896 | 32.55% | Q3 2026 | Oct 16, 2026 |
| NWAM LLC | History | No change | 157,897 | 8,186 | 0.41% | 0.41% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 157,067 | 8,143 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 156,577 | 8,118 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 156,022 | 8,089 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 155,414 | 8,061 | 0.01% | 0.01% | 96 | +9,271 | 6.34% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 154,772 | 8,025 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 153,572 | 7,962 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUHLENKAMP & CO INC | History | No change | 150,615 | 7,809 | 2.26% | 2.26% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 5th Street Advisors, LLC | History | Added to | 149,298 | 7,744 | 3.12% | 2.78% | 100 | +8,421 | 5.98% | Q3 2026 | Nov 03, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 148,109 | 7,682 | 2.42% | 2.34% | 101 | -1,328 | -0.89% | Q3 2026 | Oct 28, 2026 |
| Advisors Preferred, LLC | History | No change | 145,325 | 7,565 | 1.17% | 1.17% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 143,629 | 7,450 | 0.05% | 0.03% | 103 | +72,686 | 102.46% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 143,445 | 7,437 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 143,267 | 7,431 | 0.44% | — | 105 | +143,267 | New | Q3 2026 | Nov 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 141,864 | 7,355 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 138,999 | 7,209 | 2.83% | 2.91% | 107 | +152 | 0.11% | Q3 2026 | Nov 04, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 136,894 | 7,097 | 5.03% | 5.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 135,827 | 7,045 | 0.65% | 0.67% | 109 | +4,649 | 3.54% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 133,811 | 6,938 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 131,126 | 6,801 | 1.12% | 1.12% | 111 | +1,868 | 1.45% | Q3 2026 | Oct 27, 2026 |
| BROWN ADVISORY INC | History | No change | 129,624 | 6,721 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 128,940 | 6,685 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 126,132 | 6,539 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORDEN GROUP LLC | History | Reduced | 125,496 | 6,509 | 0.49% | 0.54% | 115 | -873 | -0.69% | Q3 2026 | Oct 20, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 122,860 | 6,372 | 1.97% | — | 116 | +122,860 | New | Q3 2026 | Oct 23, 2026 |
| Clare Market Investments LLC | History | No change | 120,740 | 6,260 | 1.14% | 1.14% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Element Wealth, LLC | History | No change | 119,697 | 6,206 | 2.32% | 2.32% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 119,085 | 6,176 | 0.66% | 0.65% | 119 | +312 | 0.26% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 118,887 | 6,164 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 116,543 | 6,130 | 1.2% | 0.97% | 121 | +25,318 | 27.75% | Q3 2026 | Oct 22, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 117,803 | 6,110 | 1.26% | 1.25% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 115,077 | 5,969 | 0.67% | 0.58% | 123 | +19,608 | 20.54% | Q3 2026 | Oct 09, 2026 |
| Haven Private, LLC | History | Reduced | 114,631 | 5,945 | 2.35% | 2.3% | 124 | -2,284 | -1.95% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 114,270 | 5,924 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarity Financial LLC | History | No change | 112,470 | 5,831 | 0.5% | 0.5% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 111,427 | 5,777 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | No change | 110,991 | 5,754 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 109,456 | 5,677 | 0.26% | 0.27% | 129 | +183 | 0.17% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 108,540 | 5,627 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 107,998 | 5,599 | 1.1% | 1.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prota Financial, LLC | History | Added to | 103,612 | 5,414 | 3.46% | 3.46% | 132 | +1,813 | 1.78% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 100,610 | 5,218 | 0.05% | 0.06% | 133 | -803 | -0.79% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 100,221 | 5,196 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 100,180 | 5,194 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 99,646 | 5,166 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Squarepoint Ops LLC | History | No change | 97,000 | 5,029 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carota Wealth Management | History | New | 95,487 | 4,952 | 4.2% | — | 139 | +95,487 | New | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 95,515 | 4,952 | 0.4% | 0.4% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coral Wealth Management, LLC | History | No change | 94,792 | 4,914 | 4.03% | 4.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| White Pine Investment CO | History | Added to | 93,816 | 4,866 | 1.01% | 1.03% | 141 | +404 | 0.43% | Q3 2026 | Oct 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 93,497 | 4,849 | 0.12% | 0.12% | 142 | +763 | 0.82% | Q3 2026 | Oct 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 92,856 | 4,814 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 92,725 | 4,807 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 92,633 | 4,803 | 0.48% | 0.48% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Artesa Financial Group, LLC | History | Added to | 92,584 | 4,802 | 3.87% | 3.99% | 146 | +2,549 | 2.83% | Q3 2026 | Oct 29, 2026 |
| Corient Private Wealth LP | History | No change | 92,350 | 4,788 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Verdence Capital Advisors LLC | History | New | 91,878 | 4,765 | 0.2% | — | 148 | +91,878 | New | Q3 2026 | Oct 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 91,567 | 4,742 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 90,359 | 4,686 | 2.54% | 2.71% | 150 | -4,989 | -5.23% | Q3 2026 | Oct 16, 2026 |
| AlphaCore Capital LLC | History | Added to | 90,353 | 4,686 | 0.08% | 0.09% | 151 | +364 | 0.4% | Q3 2026 | Nov 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 88,736 | 4,600 | 1.5% | 1.5% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 88,288 | 4,578 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 88,273 | 4,576 | 0.4% | 0.4% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 87,377 | 4,530 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | Added to | 87,318 | 4,529 | 0.12% | 0.1% | 156 | +13,118 | 17.68% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 86,125 | 4,467 | 0.03% | 0.02% | 157 | +29,646 | 52.49% | Q3 2026 | Oct 08, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 85,792 | 4,450 | 3.11% | 3.13% | 158 | +1,548 | 1.84% | Q3 2026 | Oct 09, 2026 |
| NorthCoast Asset Management LLC | History | No change | 85,674 | 4,442 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 85,489 | 4,434 | 2.84% | 3.3% | 160 | +60,455 | 241.49% | Q3 2026 | Oct 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 85,461 | 4,432 | 1.39% | 1.2% | 161 | +11,571 | 15.66% | Q3 2026 | Oct 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 85,180 | 4,418 | 0.49% | 0.52% | 162 | -1,766 | -2.03% | Q3 2026 | Oct 22, 2026 |
| IMC-Chicago, LLC | History | No change | 84,342 | 4,373 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | Added to | 84,082 | 4,361 | 0.09% | 0.1% | 164 | +575 | 0.69% | Q3 2026 | Oct 28, 2026 |
| Indivisible Partners | History | Reduced | 82,854 | 4,297 | 0.2% | 0.24% | 165 | -8 | -0.01% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 81,963 | 4,249 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 79,867 | 4,244 | 0.08% | 0.08% | 167 | +7,629 | 10.56% | Q3 2026 | Oct 26, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 81,093 | 4,204 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 80,000 | 4,148 | 0.43% | 0.43% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 79,311 | 4,113 | 0.19% | 0.24% | 170 | -20,559 | -20.59% | Q3 2026 | Oct 20, 2026 |
| Wills Financial Group LLC | History | No change | 77,709 | 4,029 | 1.47% | 1.47% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Deeter Investments LLP | History | No change | 77,603 | 4,023 | 0.56% | 0.56% | 172 | 0 | 0.0% | Q2 2026 | Oct 08, 2026 |
| COWA, LLC | History | Added to | 76,162 | 3,950 | 0.96% | 0.97% | 173 | +1,448 | 1.94% | Q3 2026 | Oct 30, 2026 |
| Allen Capital Group, LLC | History | Reduced | 75,845 | 3,934 | 0.32% | 0.32% | 174 | -911 | -1.19% | Q3 2026 | Oct 27, 2026 |
| Balefire, LLC | History | Reduced | 75,321 | 3,906 | 0.61% | 0.65% | 175 | -1,969 | -2.55% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,849 | 3,882 | 0.07% | 0.07% | 176 | +5,647 | 8.16% | Q3 2026 | Oct 13, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 74,723 | 3,875 | 1.66% | 1.64% | 177 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TT Capital Management LLC | History | Added to | 74,565 | 3,867 | 2.83% | 2.7% | 178 | +7,720 | 11.55% | Q3 2026 | Oct 15, 2026 |
| Payne Capital Management, LLC | History | No change | 74,455 | 3,860 | 1.03% | 1.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 73,976 | 3,837 | 0.1% | 0.08% | 180 | +11,027 | 17.52% | Q3 2026 | Oct 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 73,460 | 3,808 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCS Capital Management LLC | History | No change | 72,508 | 3,759 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 72,463 | 3,757 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 72,454 | 3,756 | 0.2% | 0.2% | 184 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 72,101 | 3,738 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TKG Advisors, LLC | History | Added to | 71,819 | 3,725 | 1.27% | 1.25% | 186 | +2,263 | 3.25% | Q3 2026 | Oct 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 70,856 | 3,673 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quartz Partners, LLC | History | Added to | 70,103 | 3,636 | 1.1% | 0.76% | 188 | +25,132 | 55.88% | Q3 2026 | Nov 03, 2026 |
| SMART Wealth LLC | History | Reduced | 69,864 | 3,623 | 0.74% | 0.83% | 189 | -4,277 | -5.77% | Q3 2026 | Nov 04, 2026 |
| Hegarty Advisors, LLC | History | Added to | 69,656 | 3,613 | 2.23% | 2.16% | 190 | +9,229 | 15.27% | Q3 2026 | Oct 20, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 69,010 | 3,578 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 68,913 | 3,573 | 0.18% | 0.18% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 68,667 | 3,561 | 0.09% | 0.1% | 193 | -4,952 | -6.73% | Q3 2026 | Oct 16, 2026 |
| SAM Advisors, LLC | History | No change | 68,490 | 3,551 | 0.97% | 0.97% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 67,474 | 3,498 | 0.17% | 0.17% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 67,319 | 3,490 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 67,219 | 3,485 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 66,263 | 3,437 | 1.09% | 1.07% | 198 | +453 | 0.69% | Q3 2026 | Oct 22, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 66,109 | 3,427 | 0.71% | 0.71% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 66,059 | 3,425 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 65,858 | 3,416 | 0.06% | 0.06% | 201 | -3,281 | -4.75% | Q3 2026 | Oct 16, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 65,418 | 3,393 | 0.69% | 0.22% | 202 | +44,717 | 216.01% | Q3 2026 | Oct 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 64,468 | 3,342 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 63,891 | 3,312 | 0.56% | 0.56% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 63,499 | 3,292 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 63,100 | 3,271 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 62,819 | 3,257 | 0.5% | 0.5% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 62,736 | 3,254 | 0.05% | 0.05% | 208 | +1,045 | 1.69% | Q3 2026 | Oct 22, 2026 |
| Asset One Wealth Management LLC | History | Added to | 62,556 | 3,244 | 0.28% | 0.29% | 209 | +11,505 | 22.54% | Q3 2026 | Nov 02, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 60,804 | 3,153 | 1.68% | 1.65% | 210 | +676 | 1.12% | Q3 2026 | Oct 20, 2026 |
| G&S Capital LLC | History | Added to | 60,553 | 3,140 | 0.91% | 0.85% | 211 | +3,757 | 6.61% | Q3 2026 | Oct 23, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 59,125 | 3,066 | 0.6% | 0.61% | 212 | +326 | 0.55% | Q3 2026 | Oct 16, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 58,695 | 3,043 | 0.92% | 0.92% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 58,047 | 3,010 | 0.08% | 0.08% | 214 | +4,534 | 8.47% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 57,279 | 2,971 | 0.02% | 0.02% | 215 | +3,517 | 6.54% | Q3 2026 | Oct 26, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 57,175 | 2,965 | 0.32% | 0.34% | 216 | -1,500 | -2.56% | Q3 2026 | Oct 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 56,554 | 2,932 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 56,548 | 2,932 | 2.45% | 2.45% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 56,349 | 2,921 | 0.15% | 0.15% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 56,309 | 2,919 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Delta Investment Management, LLC | History | No change | 56,003 | 2,903 | 0.48% | 0.48% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,890 | 2,899 | 0.05% | 0.04% | 222 | +11,710 | 26.51% | Q3 2026 | Oct 28, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 55,905 | 2,898 | 0.39% | 0.39% | 223 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 55,784 | 2,892 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 55,269 | 2,866 | 0.02% | 0.02% | 225 | -2,342 | -4.07% | Q3 2026 | Oct 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 54,894 | 2,847 | 1.15% | 1.27% | 226 | -4,829 | -8.09% | Q3 2026 | Oct 13, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 53,796 | 2,835 | 0.93% | 0.96% | 227 | +436 | 0.82% | Q3 2026 | Oct 19, 2026 |
| BlackRock, Inc. | History | No change | 53,802 | 2,789 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 53,529 | 2,775 | 0.21% | 0.21% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Enclave Advisors LLC | History | Added to | 53,324 | 2,765 | 0.35% | 0.35% | 230 | +671 | 1.27% | Q3 2026 | Oct 13, 2026 |
| Tradewinds, LLC. | History | No change | 238,571 | 2,747 | 0.62% | 0.62% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 52,823 | 2,738 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 52,730 | 2,734 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 52,296 | 2,711 | 0.24% | 0.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INGALLS & SNYDER LLC | History | No change | 51,439 | 2,667 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 51,190 | 2,655 | 0.05% | 0.05% | 236 | -348 | -0.68% | Q3 2026 | Nov 03, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 49,701 | 2,577 | 0.23% | 0.23% | 237 | -300 | -0.6% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 49,486 | 2,565 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48,752 | 2,520 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,862 | 2,481 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ASSETMARK, INC | History | Reduced | 47,765 | 2,477 | 0.0% | 0.0% | 241 | -4,493 | -8.6% | Q3 2026 | Oct 21, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 47,543 | 2,466 | 0.19% | 0.19% | 242 | +201 | 0.42% | Q3 2026 | Oct 05, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 47,509 | 2,463 | 0.41% | 0.41% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXS Investments LLC | History | Added to | 47,426 | 2,459 | 0.24% | 0.49% | 244 | +14,223 | 42.84% | Q3 2026 | Nov 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 47,239 | 2,449 | 0.52% | 0.52% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keewaydin Investments LLC | History | No change | 47,160 | 2,445 | 0.71% | 0.71% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArchPoint Investors | History | No change | 46,325 | 2,401 | 0.51% | 0.51% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 46,058 | 2,388 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 45,545 | 2,384 | 0.31% | — | 249 | +45,545 | New | Q3 2026 | Oct 20, 2026 |
| Capstone Wealth Management Group, Inc. | History | Added to | 44,872 | 2,327 | 1.37% | 1.32% | 250 | +2,754 | 6.54% | Q3 2026 | Oct 19, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 44,035 | 2,283 | 0.97% | 0.97% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 43,977 | 2,281 | 0.03% | 0.02% | 252 | +4,747 | 12.1% | Q3 2026 | Oct 23, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 43,528 | 2,257 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bollard Group LLC | History | No change | 43,480 | 2,254 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | Reduced | 43,437 | 2,253 | 0.75% | 0.68% | 255 | -3,251 | -6.96% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 43,376 | 2,249 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 43,142 | 2,237 | 0.02% | 0.03% | 257 | -4,567 | -9.57% | Q3 2026 | Oct 15, 2026 |
| HC Advisors, LLC | History | No change | 42,962 | 2,227 | 1.35% | 1.35% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 42,932 | 2,226 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 42,743 | 2,217 | 0.04% | 0.04% | 260 | -2,040 | -4.56% | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 42,546 | 2,206 | 0.04% | 0.04% | 261 | +9,340 | 28.13% | Q3 2026 | Nov 02, 2026 |
| Walleye Trading LLC | History | No change | 41,900 | 2,172 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 41,147 | 2,133 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WP Advisors, LLC | History | Added to | 41,094 | 2,131 | 0.49% | 0.42% | 264 | +7,653 | 22.89% | Q3 2026 | Oct 22, 2026 |
| Smithfield Trust Co | History | No change | 40,855 | 2,119 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 40,793 | 2,115 | 0.06% | 0.06% | 266 | -1,873 | -4.39% | Q3 2026 | Oct 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 40,551 | 2,102 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 40,509 | 2,101 | 0.4% | 0.44% | 268 | +133 | 0.33% | Q3 2026 | Oct 14, 2026 |
| RFG Advisory, LLC | History | Added to | 40,275 | 2,089 | 0.03% | 0.03% | 269 | +1,520 | 3.92% | Q3 2026 | Nov 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 39,997 | 2,073 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 39,845 | 2,066 | 0.07% | 0.07% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 39,691 | 2,057 | 0.37% | 0.37% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stillwater Wealth Management Group | History | Added to | 39,590 | 2,053 | 1.1% | 0.96% | 273 | +6,250 | 18.75% | Q3 2026 | Oct 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 39,556 | 2,050 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HCR Wealth Advisors | History | Added to | 39,308 | 2,038 | 0.16% | 0.18% | 275 | +13 | 0.03% | Q3 2026 | Oct 15, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 39,115 | 2,028 | 2.43% | 2.45% | 276 | -1,752 | -4.29% | Q3 2026 | Nov 04, 2026 |
| Dakota Wealth Management | History | No change | 38,980 | 2,021 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 38,860 | 2,014 | 0.19% | 0.19% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 38,579 | 2,006 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 37,741 | 1,957 | 0.26% | 0.35% | 280 | -2,538 | -6.3% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 37,556 | 1,948 | 0.15% | 0.15% | 281 | +738 | 2.0% | Q3 2026 | Oct 20, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 37,469 | 1,943 | 0.52% | 0.47% | 282 | +2,938 | 8.51% | Q3 2026 | Nov 02, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 37,050 | 1,921 | 1.36% | 1.35% | 283 | +1,515 | 4.26% | Q3 2026 | Oct 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 35,892 | 1,861 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 35,745 | 1,853 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 35,699 | 1,850 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 35,318 | 1,831 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tandem Financial, LLC | History | No change | 35,267 | 1,828 | 0.55% | 0.55% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palouse Capital Management, Inc. | History | No change | 35,175 | 1,823 | 1.14% | 1.14% | 289 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 33,251 | 1,812 | 0.59% | 0.59% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 34,655 | 1,796 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 71 West Capital Partners | History | Reduced | 34,273 | 1,777 | 0.06% | 0.06% | 292 | -655 | -1.88% | Q3 2026 | Nov 04, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 34,197 | 1,773 | 0.18% | 0.19% | 294 | -773 | -2.21% | Q3 2026 | Oct 28, 2026 |
| Virtu Financial LLC | History | No change | 34,200 | 1,773 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 34,247 | 1,771 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 33,552 | 1,764 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 33,997 | 1,762 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVEXIA WEALTH LLC | History | No change | 31,814 | 1,754 | 0.47% | 0.47% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,560 | 1,740 | 0.01% | 0.01% | 299 | +24,485 | 269.81% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,448 | 1,734 | 0.02% | 0.02% | 300 | -4,145 | -11.03% | Q3 2026 | Oct 30, 2026 |