Amplify ETF Trust - BLOK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | History | No change | 54 | 122,466 | 10.12% | 10.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,680,571 | 105,254 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 842,571 | 52,770 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 493,001 | 30,876 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 396,545 | 24,280 | 0.35% | 0.48% | 5 | -155,093 | -28.11% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 190,522 | 11,932 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 162,655 | 10,187 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 154,209 | 9,658 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 146,627 | 9,183 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 148,668 | 9,102 | 5.08% | 5.09% | 10 | +3,347 | 2.3% | Q3 2026 | Oct 09, 2026 |
| GTS SECURITIES LLC | History | No change | 132,366 | 8,290 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Added to | 120,804 | 7,396 | 3.77% | 3.9% | 12 | +787 | 0.66% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 98,984 | 6,199 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Columbus Macro, LLC | History | Added to | 99,580 | 6,097 | 0.59% | 0.6% | 14 | +1,322 | 1.35% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 90,474 | 5,539 | 0.01% | 0.01% | 15 | +697 | 0.78% | Q3 2026 | Nov 02, 2026 |
| GERBER, LLC | History | Reduced | 88,280 | 5,405 | 2.46% | 2.64% | 16 | -1,491 | -1.66% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 83,627 | 5,237 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | No change | 78,053 | 4,888 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mattson Financial Services, LLC | History | No change | 79,643 | 4,749 | 0.99% | 0.99% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 75,175 | 4,708 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 74,980 | 4,695 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 72,705 | 4,553 | 0.81% | 0.81% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oasis Advisors, LLC | History | Added to | 74,253 | 4,546 | 1.91% | 2.18% | 23 | +20,643 | 38.51% | Q3 2026 | Oct 16, 2026 |
| Advyzon Investment Management, LLC | History | No change | 72,122 | 4,516 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 71,930 | 4,504 | 0.16% | 0.16% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOR TRADING ADVISORS, LLC | History | No change | 66,334 | 4,154 | 1.3% | 1.3% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Reduced | 62,950 | 3,854 | 2.64% | 2.7% | 27 | -17 | -0.03% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 60,707 | 3,717 | 0.01% | 0.01% | 28 | -1,052 | -1.7% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 55,429 | 3,471 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 54,052 | 3,385 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 49,868 | 3,123 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 49,818 | 3,120 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,411 | 3,094 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 48,490 | 2,969 | 0.29% | 0.32% | 34 | -2,337 | -4.6% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 45,516 | 2,786 | 0.03% | 0.07% | 35 | -55,819 | -55.08% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 42,697 | 2,674 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,390 | 2,654 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 42,565 | 2,606 | 0.04% | 0.05% | 38 | +32 | 0.08% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,859 | 2,433 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 39,469 | 2,417 | 0.07% | 0.07% | 40 | -58 | -0.15% | Q3 2026 | Oct 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 37,672 | 2,359 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 36,627 | 2,293 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,092 | 2,135 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quattro Advisors LLC | History | No change | 33,354 | 2,088 | 1.39% | 1.39% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 30,792 | 1,885 | 0.05% | 0.05% | 45 | +1,864 | 6.44% | Q3 2026 | Oct 22, 2026 |
| Wealthfront Advisers LLC | History | No change | 29,966 | 1,876 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,844 | 1,806 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 29,153 | 1,785 | 0.22% | 0.23% | 48 | -507 | -1.71% | Q3 2026 | Oct 29, 2026 |
| Vise Technologies, Inc. | History | New | 26,467 | 1,620 | 0.01% | — | 49 | +26,467 | New | Q3 2026 | Oct 28, 2026 |
| Western Wealth Management, LLC | History | No change | 25,512 | 1,597 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,045 | 1,568 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,859 | 1,519 | 0.0% | 0.0% | 52 | +12,786 | 97.8% | Q3 2026 | Oct 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,201 | 1,481 | 0.14% | 0.15% | 53 | -300 | -1.22% | Q3 2026 | Oct 23, 2026 |
| Q3 Asset Management | History | No change | 23,423 | 1,466 | 0.27% | 0.27% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 23,043 | 1,443 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maridea Wealth Management LLC | History | No change | 22,284 | 1,395 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 20,961 | 1,283 | 0.01% | — | 57 | +20,961 | New | Q3 2026 | Oct 16, 2026 |
| Brookstone Capital Management | History | Reduced | 20,112 | 1,231 | 0.01% | 0.01% | 58 | -2,602 | -11.46% | Q3 2026 | Oct 22, 2026 |
| Florin Court Capital LLP | History | Added to | 19,800 | 1,212 | 1.25% | 1.53% | 59 | +4,800 | 32.0% | Q3 2026 | Nov 02, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 18,808 | 1,177 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,771 | 1,175 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | No change | 19,130 | 1,171 | 0.46% | 0.39% | 62 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cedrus Wealth Group LLC | History | No change | 18,589 | 1,164 | 1.02% | 1.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Traction Financial Partners, LLC | History | No change | 18,579 | 1,163 | 0.62% | 0.62% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 18,468 | 1,156 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 20,411 | 1,116 | 0.08% | 0.09% | 66 | -281 | -1.36% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | Added to | 18,207 | 1,112 | 0.04% | 0.04% | 67 | +1,237 | 7.29% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 17,967 | 1,100 | 0.0% | 0.0% | 68 | +319 | 1.81% | Q3 2026 | Nov 02, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,788 | 1,089 | 0.05% | 0.05% | 69 | +478 | 2.76% | Q3 2026 | Oct 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,486 | 1,032 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MATAURO, LLC | History | Added to | 15,332 | 938 | 0.12% | 0.13% | 72 | +20 | 0.13% | Q3 2026 | Nov 03, 2026 |
| Stelac Advisory Services LLC | History | No change | 14,989 | 938 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 14,479 | 906 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,742 | 902 | 0.05% | — | 74 | +14,742 | New | Q3 2026 | Oct 26, 2026 |
| ARWA LLC | History | Added to | 15,238 | 893 | 0.33% | 0.25% | 75 | +5,037 | 49.38% | Q3 2026 | Oct 21, 2026 |
| Almanack Investment Partners, LLC. | History | New | 14,517 | 888 | 0.11% | — | 76 | +14,517 | New | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,305 | 875 | 0.0% | 0.0% | 77 | -4,388 | -23.47% | Q3 2026 | Nov 02, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 14,276 | 874 | 0.08% | — | 78 | +14,276 | New | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 13,736 | 860 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,237 | 829 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 13,174 | 825 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,434 | 778 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,013 | 752 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 11,955 | 748 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,932 | 747 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,767 | 736 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,533 | 722 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,349 | 711 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,060 | 696 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 11,057 | 692 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,192 | 638 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,842 | 616 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 9,770 | 598 | 0.07% | 0.07% | 93 | +886 | 9.97% | Q3 2026 | Oct 28, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,721 | 595 | 0.2% | 0.18% | 94 | +2,238 | 29.91% | Q3 2026 | Nov 03, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 9,714 | 594 | 0.19% | 0.2% | 95 | -295 | -2.95% | Q3 2026 | Oct 19, 2026 |
| Bison Wealth, LLC | History | Reduced | 9,985 | 589 | 0.05% | 0.06% | 96 | -856 | -7.9% | Q3 2026 | Oct 13, 2026 |
| PFG Advisors | History | New | 9,581 | 586 | 0.03% | — | 97 | +9,581 | New | Q3 2026 | Oct 15, 2026 |
| Paladin Wealth, LLC | History | Reduced | 9,109 | 557 | 0.3% | 0.37% | 98 | -1,045 | -10.29% | Q3 2026 | Oct 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 10,202 | 555 | 0.13% | 0.14% | 99 | +206 | 2.06% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,827 | 552 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 8,627 | 540 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,556 | 535 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 8,562 | 524 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| RFG Advisory, LLC | History | Added to | 8,382 | 513 | 0.01% | 0.01% | 104 | +1,979 | 30.91% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 8,125 | 508 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 7,973 | 499 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,935 | 496 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Allworth Financial LP | History | No change | 7,781 | 487 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 7,623 | 477 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 7,562 | 473 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 7,495 | 469 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MAI Capital Management | History | No change | 7,454 | 466 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,383 | 452 | 0.0% | 0.01% | 113 | -1,020 | -12.14% | Q3 2026 | Oct 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,858 | 429 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,837 | 428 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,973 | 426 | 0.05% | 0.04% | 116 | +506 | 7.82% | Q3 2026 | Oct 22, 2026 |
| Emerald Advisors, LLC | History | Reduced | 6,920 | 423 | 0.05% | 0.05% | 118 | -20 | -0.29% | Q3 2026 | Oct 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 7,381 | 423 | 0.42% | 0.42% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 6,764 | 422 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,754 | 422 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Banco Santander, S.A. | History | No change | 6,705 | 419 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | New | 6,619 | 405 | 0.01% | — | 122 | +6,619 | New | Q3 2026 | Oct 22, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 6,220 | 389 | 0.35% | 0.35% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,350 | 388 | 0.01% | 0.01% | 124 | -10 | -0.16% | Q3 2026 | Nov 02, 2026 |
| Brown Financial Advisors | History | No change | 6,122 | 383 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Atria Investments, Inc | History | Reduced | 5,962 | 365 | 0.0% | 0.0% | 126 | -1,285 | -17.73% | Q3 2026 | Oct 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,805 | 363 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,806 | 363 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,698 | 348 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,504 | 344 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,411 | 331 | 0.02% | 0.02% | 131 | +41 | 0.76% | Q3 2026 | Oct 08, 2026 |
| Worth Asset Management, LLC | History | Reduced | 5,316 | 325 | 0.09% | 0.11% | 132 | -75 | -1.39% | Q3 2026 | Oct 07, 2026 |
| FULTON BANK, N.A. | History | No change | 5,303 | 324 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,102 | 312 | 0.01% | 0.01% | 134 | -373 | -6.81% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,112 | 312 | 0.02% | 0.02% | 135 | -100 | -1.92% | Q3 2026 | Oct 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,950 | 310 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWLE & CO | History | No change | 4,941 | 309 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,948 | 309 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HCR Wealth Advisors | History | No change | 5,015 | 307 | 0.02% | 0.03% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,851 | 303 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,921 | 301 | 0.0% | 0.0% | 141 | +361 | 7.92% | Q3 2026 | Oct 08, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 4,850 | 296 | 0.14% | — | 142 | +4,850 | New | Q3 2026 | Oct 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,585 | 287 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 4,575 | 286 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,566 | 285 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,646 | 284 | 0.0% | 0.0% | 146 | +4 | 0.09% | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 4,604 | 281 | 0.02% | 0.02% | 147 | +71 | 1.57% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,490 | 281 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,400 | 275 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 4,563 | 275 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 4,372 | 273 | 0.18% | 0.18% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SFMG, LLC | History | No change | 4,328 | 271 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 4,293 | 268 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,371 | 267 | 0.02% | 0.02% | 154 | -240 | -5.2% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,257 | 266 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 4,255 | 266 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisor Network LLC | History | No change | 4,259 | 266 | 0.33% | 0.33% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 4,222 | 264 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WJ Wealth Management, LLC | History | New | 4,225 | 258 | 0.1% | — | 159 | +4,225 | New | Q3 2026 | Nov 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,170 | 255 | 0.01% | 0.02% | 161 | -8,085 | -65.97% | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | No change | 4,171 | 255 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,097 | 250 | 0.0% | 0.0% | 162 | +254 | 6.61% | Q3 2026 | Oct 28, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,955 | 242 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 3,679 | 225 | 0.02% | — | 165 | +3,679 | New | Q3 2026 | Oct 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,600 | 225 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 3,523 | 220 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,570 | 218 | 0.01% | 0.01% | 167 | -93 | -2.54% | Q3 2026 | Oct 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,483 | 218 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 3,460 | 211 | 0.1% | 0.12% | 170 | -500 | -12.63% | Q3 2026 | Oct 14, 2026 |
| North Star Investment Management Corp. | History | No change | 3,455 | 211 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,217 | 201 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,148 | 198 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,174 | 194 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,972 | 186 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 2,951 | 184 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,536 | 158 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Technologies Group LLC | History | No change | 2,518 | 157 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,455 | 153 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,295 | 143 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Added to | 2,240 | 137 | 0.0% | 0.0% | 180 | +192 | 9.38% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,138 | 133 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 2,020 | 124 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Manchester Capital Management LLC | History | No change | 2,010 | 123 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFG Advisory, LLC | History | No change | 1,875 | 117 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | New | 1,521 | 93 | 0.03% | — | 185 | +1,521 | New | Q3 2026 | Oct 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,480 | 89 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | No change | 1,750 | 89 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 1,355 | 84 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 1,324 | 82 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,288 | 80 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,200 | 73 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Allied Private Wealth LLC | History | No change | 1,182 | 73 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,175 | 71 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,101 | 67 | 0.0% | 0.0% | 194 | -290 | -20.85% | Q3 2026 | Oct 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,010 | 63 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 866 | 53 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 845 | 52 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polaris Financial Partners | History | New | 799 | 49 | 0.02% | — | 198 | +799 | New | Q3 2026 | Oct 02, 2026 |
| BOKF, NA | History | No change | 784 | 48 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 700 | 43 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 697 | 43 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 658 | 41 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 646 | 40 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 645 | 40 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Dedication, LLC | History | No change | 643 | 39 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 623 | 39 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 627 | 38 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 630 | 38 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 590 | 36 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Added to | 561 | 34 | 0.0% | 0.0% | 210 | +1 | 0.18% | Q3 2026 | Oct 30, 2026 |
| Copia Wealth Management | History | No change | 497 | 31 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 432 | 27 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 442 | 27 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 420 | 26 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 438 | 26 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 386 | 23 | 0.0% | — | 218 | +386 | New | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 389 | 23 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BlackRock, Inc. | History | No change | 383 | 23 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Team Financial Group, LLC | History | New | 359 | 21 | 0.01% | — | 221 | +359 | New | Q3 2026 | Oct 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 349 | 21 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 350 | 21 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 335 | 20 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 281 | 17 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Tidemark, LLC | History | No change | 257 | 16 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bullock Wealth Management Group | History | New | 218 | 13 | 0.01% | — | 226 | +218 | New | Q3 2026 | Oct 09, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 220 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 200 | 12 | 0.0% | — | 232 | +200 | New | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 200 | 12 | 0.0% | 0.0% | 229 | -46 | -18.7% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 205 | 12 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 212 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Main Street Group, LTD | History | No change | 200 | 12 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Financial Perspectives, Inc | History | No change | 203 | 12 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 194 | 11 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 174 | 10 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 139 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 175 | 9 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 139 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 143 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 131 | 8 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 115 | 7 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| High Point Wealth Management, LLC | History | No change | 120 | 7 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 107 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 101 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 104 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 82 | 5 | 0.0% | 0.0% | 251 | +7 | 9.33% | Q3 2026 | Oct 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Advocates LLC | History | No change | 95 | 5 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 87 | 5 | 0.0% | 0.01% | 254 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Strive Financial Group ,LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 89 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 77 | 4 | 0.0% | — | 260 | +77 | New | Q3 2026 | Oct 21, 2026 |
| Heritage Family Offices, LLP | History | New | 73 | 4 | 0.0% | — | 261 | +73 | New | Q3 2026 | Nov 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 75 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Trust Co | History | No change | 71 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Latitude Advisors, LLC | History | New | 64 | 3 | 0.0% | — | 265 | +64 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | No change | 49 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 52 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smithfield Trust Co | History | No change | 25 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 35 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 18 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Continuum Advisory, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Go Invest LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -28,832 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,315 | -100.0% | Q3 2026 | Oct 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,231 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Innovative Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,196 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,497 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,252 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | 0.01% | — | -1,071 | -100.0% | Q3 2026 | Oct 05, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2026 | Oct 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ares Financial Consulting, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |