Global X Funds - BOTZ
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 | No change | 5,264,818 | 199,747 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,178,924 | 196,488 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,268,560 | 86,069 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,117,963 | 80,355 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 2,062,221 | 78,240 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,211,623 | 45,968 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 931,608 | 34,339 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 886,667 | 33,640 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 753,170 | 26,534 | 0.03% | 0.04% | 9 | -45,033 | -5.64% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 573,831 | 21,771 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 553,011 | 20,981 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 559,968 | 19,727 | 0.01% | 0.01% | 12 | -102,682 | -15.5% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 469,837 | 17,818 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 421,582 | 15,994 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 444,808 | 15,670 | 0.04% | 0.02% | 15 | +257,163 | 137.05% | Q3 2026 | Nov 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 386,223 | 14,653 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 377,404 | 14,318 | 1.05% | 1.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 376,182 | 14,272 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 349,222 | 13,249 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 346,484 | 13,145 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 341,820 | 12,969 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 323,444 | 12,271 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 322,421 | 12,232 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 333,630 | 11,753 | 2.26% | 2.45% | 24 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Wealthfront Advisers LLC | History | No change | 308,062 | 11,687 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 308,306 | 11,102 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 302,982 | 10,674 | 0.02% | 0.02% | 27 | -86,990 | -22.31% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 285,610 | 10,062 | 0.02% | 0.03% | 28 | -1,923 | -0.67% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 257,400 | 9,765 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 249,105 | 9,452 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 246,161 | 9,339 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 234,000 | 8,877 | 0.28% | 0.28% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | No change | 220,100 | 8,350 | 1.21% | 1.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 232,386 | 8,186 | 0.09% | 0.1% | 34 | +628 | 0.27% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 231,518 | 8,156 | 0.02% | 0.03% | 35 | +21,573 | 10.28% | Q3 2026 | Nov 02, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 244,347 | 8,068 | 0.82% | 1.17% | 36 | -57,139 | -18.95% | Q3 2026 | Oct 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 202,343 | 7,676 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 185,707 | 7,046 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 175,716 | 6,666 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 159,136 | 6,037 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Added to | 159,800 | 5,630 | 0.15% | 0.14% | 41 | +32,680 | 25.71% | Q3 2026 | Oct 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 139,671 | 5,299 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 137,758 | 5,226 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 143,142 | 5,042 | 0.29% | 0.31% | 44 | +3,882 | 2.79% | Q3 2026 | Oct 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 141,458 | 4,983 | 0.07% | 0.08% | 45 | -482 | -0.34% | Q3 2026 | Oct 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 121,151 | 4,268 | 0.03% | 0.03% | 46 | +14,793 | 13.91% | Q3 2026 | Oct 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 109,041 | 4,137 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 108,373 | 4,111 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 104,045 | 3,947 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 103,113 | 3,912 | 1.28% | 1.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Reduced | 108,066 | 3,807 | 0.0% | 0.0% | 51 | -474 | -0.44% | Q3 2026 | Nov 02, 2026 |
| Sage Capital Management, LLC | History | Added to | 107,463 | 3,786 | 1.44% | 1.57% | 52 | +1,429 | 1.35% | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 96,104 | 3,644 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 94,497 | 3,585 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 93,614 | 3,551 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 92,133 | 3,495 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 95,687 | 3,371 | 0.25% | 0.33% | 57 | -32,707 | -25.47% | Q3 2026 | Oct 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 95,150 | 3,352 | 0.55% | 0.79% | 58 | -29,865 | -23.89% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 84,009 | 3,187 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 79,027 | 2,998 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 77,962 | 2,957 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 77,827 | 2,952 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,955 | 2,654 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tepp RIA, LLC | History | Added to | 74,301 | 2,617 | 1.8% | 1.78% | 64 | +5,212 | 7.54% | Q3 2026 | Oct 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,320 | 2,477 | 0.01% | 0.01% | 65 | +1,676 | 2.44% | Q3 2026 | Oct 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 64,445 | 2,445 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 63,928 | 2,425 | 0.45% | 0.45% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 61,338 | 2,327 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 65,642 | 2,312 | 0.57% | 0.57% | 69 | +4,709 | 7.73% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 59,607 | 2,261 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 63,326 | 2,230 | 0.04% | 0.04% | 71 | +1,438 | 2.32% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 56,997 | 2,162 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 51,468 | 1,952 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GFS Advisors, LLC | History | Added to | 54,704 | 1,927 | 0.21% | 0.19% | 74 | +48,063 | 723.73% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 50,474 | 1,914 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 53,212 | 1,874 | 0.03% | 0.04% | 76 | -88 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Emerald Advisors, LLC | History | Added to | 52,963 | 1,865 | 0.24% | 0.22% | 77 | +6,018 | 12.82% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 48,889 | 1,854 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 50,482 | 1,778 | 0.01% | 0.01% | 79 | +11,642 | 29.97% | Q3 2026 | Oct 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 46,358 | 1,758 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 45,766 | 1,736 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 44,406 | 1,684 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 44,298 | 1,680 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 43,932 | 1,666 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 46,521 | 1,638 | 0.37% | 0.4% | 85 | +1,465 | 3.25% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 46,257 | 1,611 | 0.0% | 0.0% | 86 | -1,852 | -3.85% | Q3 2026 | Oct 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 41,173 | 1,562 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 41,125 | 1,560 | 0.53% | 0.53% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 40,812 | 1,548 | 0.25% | 0.25% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | No change | 40,223 | 1,526 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 43,125 | 1,519 | 0.47% | 0.41% | 91 | +1,969 | 4.78% | Q3 2026 | Oct 20, 2026 |
| Point72 Asset Management, L.P. | History | No change | 39,791 | 1,509 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 39,738 | 1,507 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 42,322 | 1,491 | 0.02% | 0.02% | 94 | -1,405 | -3.21% | Q3 2026 | Oct 26, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 37,459 | 1,319 | 0.62% | 0.5% | 95 | +6,673 | 21.68% | Q3 2026 | Oct 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 33,452 | 1,269 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 32,570 | 1,235 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 31,525 | 1,196 | 0.89% | 0.89% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 31,448 | 1,193 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 31,053 | 1,178 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 29,605 | 1,123 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,808 | 1,085 | 0.01% | 0.01% | 102 | -7 | -0.02% | Q3 2026 | Oct 23, 2026 |
| Banque Transatlantique SA | History | No change | 28,459 | 1,079 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 28,333 | 1,074 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 27,903 | 1,058 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,802 | 1,054 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BESSEMER GROUP INC | History | No change | 27,505 | 1,044 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 27,039 | 1,025 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 26,929 | 1,021 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 28,308 | 997 | 0.34% | 0.34% | 110 | +4,773 | 20.28% | Q3 2026 | Nov 03, 2026 |
| Mutual Advisors, LLC | History | No change | 25,727 | 976 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,816 | 941 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,641 | 938 | 0.01% | 0.01% | 113 | -1,079 | -3.89% | Q3 2026 | Oct 08, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 26,445 | 931 | 0.29% | 0.34% | 114 | -434 | -1.61% | Q3 2026 | Nov 02, 2026 |
| Eagle Strategies LLC | History | Added to | 26,388 | 929 | 0.09% | 0.1% | 115 | +253 | 0.97% | Q3 2026 | Oct 16, 2026 |
| EFG International AG | History | No change | 24,130 | 915 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,022 | 911 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 25,722 | 906 | 0.27% | 0.29% | 118 | +28 | 0.11% | Q3 2026 | Oct 15, 2026 |
| Solstein Capital, LLC | History | Added to | 25,562 | 900 | 0.32% | 0.33% | 119 | +260 | 1.03% | Q3 2026 | Nov 02, 2026 |
| COFG Advisors, LLC | History | No change | 23,394 | 887 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 25,175 | 886 | 0.02% | 0.02% | 121 | -2,032 | -7.47% | Q3 2026 | Oct 21, 2026 |
| Keystone Financial Group | History | No change | 23,209 | 880 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 24,952 | 879 | 0.49% | 0.51% | 123 | +921 | 3.83% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 23,090 | 876 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, LLC | History | No change | 22,699 | 861 | 0.39% | 0.39% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 24,211 | 852 | 0.55% | 0.62% | 126 | -3 | -0.01% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,923 | 831 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,017 | 798 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 20,911 | 793 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,809 | 789 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 20,750 | 787 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 20,280 | 766 | 0.4% | 0.4% | 132 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,731 | 765 | 0.0% | 0.0% | 133 | -5,462 | -20.09% | Q3 2026 | Oct 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 21,546 | 759 | 0.08% | 0.08% | 134 | +2,481 | 13.01% | Q3 2026 | Oct 16, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 19,818 | 751 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 21,174 | 745 | 0.06% | 0.06% | 136 | +293 | 1.4% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,596 | 743 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 19,561 | 742 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 19,229 | 729 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 19,076 | 723 | 0.2% | 0.2% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Reduced | 20,429 | 719 | 0.01% | 0.01% | 141 | -1,718 | -7.76% | Q3 2026 | Oct 22, 2026 |
| Waverly Advisors, LLC | History | No change | 18,814 | 713 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,493 | 702 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 18,223 | 691 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ascentis Independent Advisors | History | New | 19,077 | 672 | 0.04% | — | 145 | +19,077 | New | Q3 2026 | Nov 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,508 | 664 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 18,757 | 660 | 0.03% | 0.03% | 147 | +752 | 4.18% | Q3 2026 | Nov 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 17,388 | 659 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 18,229 | 642 | 0.02% | 0.02% | 149 | +62 | 0.34% | Q3 2026 | Oct 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 18,092 | 637 | 0.46% | 0.86% | 150 | -11,568 | -39.0% | Q3 2026 | Oct 14, 2026 |
| Summit Financial, LLC | History | No change | 16,668 | 632 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,424 | 623 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 16,244 | 616 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| EQUITABLE TRUST CO | History | No change | 17,439 | 614 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 17,378 | 612 | 0.02% | 0.02% | 155 | +378 | 2.22% | Q3 2026 | Oct 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 16,056 | 609 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 16,019 | 607 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 17,198 | 605 | 0.04% | 0.05% | 158 | -996 | -5.47% | Q3 2026 | Oct 26, 2026 |
| Stelac Advisory Services LLC | History | No change | 15,943 | 605 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,670 | 594 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 15,525 | 589 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 16,445 | 579 | 0.09% | 0.09% | 162 | +515 | 3.23% | Q3 2026 | Oct 21, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 16,366 | 576 | 0.06% | 0.06% | 164 | +180 | 1.11% | Q3 2026 | Oct 19, 2026 |
| Greenwich Wealth Management LLC | History | No change | 15,187 | 576 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,538 | 551 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 15,479 | 545 | 0.01% | 0.01% | 166 | +6 | 0.04% | Q3 2026 | Oct 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,255 | 540 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 15,237 | 536 | 0.01% | 0.02% | 168 | -1,089 | -6.67% | Q3 2026 | Oct 19, 2026 |
| BlackRock, Inc. | History | No change | 14,098 | 534 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 13,970 | 530 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 13,944 | 529 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIH Partners, LLLP | History | No change | 13,959 | 529 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 13,861 | 525 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 13,601 | 515 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 14,370 | 506 | 0.02% | 0.17% | 175 | -98,539 | -87.27% | Q3 2026 | Oct 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 13,177 | 499 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Spire Wealth Management | History | Reduced | 14,053 | 495 | 0.02% | 0.02% | 177 | -1,260 | -8.23% | Q3 2026 | Oct 30, 2026 |
| BROWN ADVISORY INC | History | No change | 12,897 | 489 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 13,736 | 485 | 0.02% | 0.01% | 179 | +7,171 | 109.23% | Q3 2026 | Nov 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 13,750 | 484 | 0.05% | 0.06% | 181 | -1,480 | -9.72% | Q3 2026 | Oct 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 12,766 | 484 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,748 | 483 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 13,555 | 477 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bramshill Investments, LLC | History | No change | 12,500 | 474 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,472 | 473 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CERTUITY, LLC | History | Added to | 13,400 | 472 | 0.02% | 0.02% | 186 | +3,841 | 40.18% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | New | 12,974 | 457 | 0.0% | — | 187 | +12,974 | New | Q3 2026 | Oct 15, 2026 |
| BCS Wealth Management | History | Added to | 12,941 | 455 | 0.08% | 0.08% | 188 | +908 | 7.55% | Q3 2026 | Nov 03, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 12,772 | 449 | 0.03% | 0.03% | 189 | +1,646 | 14.79% | Q3 2026 | Oct 14, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 12,751 | 449 | 0.78% | 0.89% | 190 | -180 | -1.39% | Q3 2026 | Oct 26, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 12,701 | 447 | 0.02% | 0.02% | 191 | +3,773 | 42.26% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 11,876 | 446 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,730 | 445 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,704 | 444 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frisch Financial Group, Inc. | History | No change | 11,681 | 443 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 11,560 | 438 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 12,366 | 435 | 0.27% | 0.25% | 197 | +1,578 | 14.63% | Q3 2026 | Oct 15, 2026 |
| Sun Group Wealth Partners | History | Added to | 12,269 | 432 | 0.27% | 0.32% | 198 | +1 | 0.01% | Q3 2026 | Oct 26, 2026 |
| BOS Asset Management, LLC | History | Added to | 12,204 | 429 | 0.1% | 0.1% | 199 | +343 | 2.89% | Q3 2026 | Oct 09, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 11,296 | 428 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WNY Asset Management, LLC | History | No change | 11,234 | 426 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 11,216 | 425 | 0.24% | 0.24% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,010 | 423 | 0.01% | 0.01% | 203 | +846 | 7.58% | Q3 2026 | Oct 21, 2026 |
| MAI Capital Management | History | No change | 10,989 | 417 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,956 | 415 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,948 | 415 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,695 | 414 | 0.02% | 0.04% | 207 | -6,480 | -35.65% | Q3 2026 | Nov 02, 2026 |
| Bleakley Financial Group, LLC | History | No change | 10,772 | 408 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | No change | 11,243 | 401 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,498 | 398 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 10,481 | 397 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,028 | 389 | 0.01% | 0.01% | 212 | -1,621 | -12.82% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | No change | 10,387 | 388 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,250 | 388 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,009 | 387 | 0.01% | 0.02% | 215 | -16,627 | -60.16% | Q3 2026 | Nov 03, 2026 |
| Squarepoint Ops LLC | History | No change | 10,202 | 387 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,129 | 384 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,063 | 381 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,000 | 379 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 10,000 | 379 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,889 | 375 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 10,362 | 365 | 0.15% | 0.17% | 223 | -777 | -6.98% | Q3 2026 | Oct 21, 2026 |
| Advantage Trust Co | History | No change | 10,376 | 365 | 0.13% | 0.14% | 222 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TRUE Private Wealth Advisors | History | New | 10,250 | 361 | 0.03% | — | 224 | +10,250 | New | Q3 2026 | Oct 19, 2026 |
| David Kennon Inc | History | No change | 10,230 | 360 | 0.12% | 0.13% | 225 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,400 | 356 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 9,335 | 354 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | No change | 9,300 | 352 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,278 | 351 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,876 | 350 | 0.0% | 0.01% | 230 | +204 | 1.91% | Q3 2026 | Nov 04, 2026 |
| PACK Private Wealth, LLC | History | No change | 9,234 | 350 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,221 | 349 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 9,891 | 348 | 0.06% | — | 233 | +9,891 | New | Q3 2026 | Oct 14, 2026 |
| CGC Financial Services, LLC | History | No change | 9,857 | 347 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 9,153 | 347 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 9,717 | 342 | 0.3% | 0.28% | 236 | +426 | 4.59% | Q3 2026 | Oct 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,633 | 339 | 0.0% | 0.0% | 237 | -100 | -1.03% | Q3 2026 | Oct 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 8,888 | 337 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 8,825 | 334 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 9,462 | 333 | 0.01% | 0.01% | 240 | -1,496 | -13.65% | Q3 2026 | Nov 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,678 | 329 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 9,302 | 327 | 0.26% | 0.25% | 242 | +1,041 | 12.6% | Q3 2026 | Oct 29, 2026 |
| Nuveen, LLC | History | No change | 8,577 | 325 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,266 | 323 | 0.01% | 0.01% | 245 | -754 | -7.52% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,178 | 323 | 0.0% | 0.0% | 244 | +182 | 2.02% | Q3 2026 | Oct 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,402 | 318 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,234 | 312 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 8,702 | 306 | 0.06% | 0.12% | 248 | -7,307 | -45.64% | Q3 2026 | Oct 16, 2026 |
| Indivisible Partners | History | New | 8,467 | 298 | 0.01% | — | 249 | +8,467 | New | Q3 2026 | Oct 26, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,789 | 295 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 7,734 | 293 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,641 | 289 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,747 | 272 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,102 | 269 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 7,010 | 265 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advantage, Inc. | History | New | 7,464 | 262 | 0.03% | — | 258 | +7,464 | New | Q3 2026 | Oct 14, 2026 |
| DUTCH ASSET Corp | History | Reduced | 7,455 | 262 | 0.12% | 0.17% | 257 | -1,600 | -17.67% | Q3 2026 | Oct 20, 2026 |
| Owen LaRue, LLC | History | No change | 6,925 | 262 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 7,347 | 259 | 0.16% | 0.18% | 259 | +2 | 0.03% | Q3 2026 | Oct 20, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 7,330 | 258 | 0.01% | 0.01% | 260 | -3,100 | -29.72% | Q3 2026 | Oct 16, 2026 |
| CFO4Life Group, LLC | History | No change | 6,753 | 256 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,241 | 255 | 0.0% | 0.0% | 262 | -1,698 | -19.0% | Q3 2026 | Oct 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,709 | 254 | 0.0% | 0.01% | 263 | -426 | -5.24% | Q3 2026 | Oct 26, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 7,197 | 253 | 0.24% | 0.26% | 264 | -177 | -2.4% | Q3 2026 | Oct 14, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 7,177 | 252 | 0.13% | 0.13% | 267 | +704 | 10.88% | Q3 2026 | Oct 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,177 | 252 | 0.01% | 0.01% | 265 | -157 | -2.14% | Q3 2026 | Oct 26, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,670 | 252 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M3 Advisory Group, LLC | History | No change | 6,646 | 252 | 0.13% | 0.13% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| E&G Advisors, LLC | History | Reduced | 7,142 | 251 | 0.05% | 0.05% | 269 | -17 | -0.24% | Q3 2026 | Oct 13, 2026 |
| NWAM LLC | History | No change | 6,641 | 251 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,100 | 250 | 0.0% | 0.0% | 271 | -121 | -1.68% | Q3 2026 | Oct 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 7,093 | 249 | 0.06% | 0.06% | 272 | +130 | 1.87% | Q3 2026 | Nov 03, 2026 |
| Sunpointe, LLC | History | Added to | 7,003 | 246 | 0.07% | 0.08% | 273 | +3 | 0.04% | Q3 2026 | Oct 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,418 | 243 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Reduced | 6,881 | 242 | 0.04% | 0.05% | 275 | -327 | -4.54% | Q3 2026 | Oct 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 6,674 | 235 | 0.03% | 0.05% | 277 | -2,694 | -28.76% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,689 | 235 | 0.0% | 0.0% | 276 | -151 | -2.21% | Q3 2026 | Oct 16, 2026 |
| XTX Topco Ltd | History | No change | 6,170 | 234 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 6,175 | 234 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Reduced | 6,605 | 232 | 0.01% | 0.01% | 280 | -286 | -4.15% | Q3 2026 | Oct 15, 2026 |
| Forum Finance Group S.A. | History | No change | 7,572 | 232 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 5,950 | 225 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 6,385 | 224 | 0.04% | 0.05% | 283 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RMR Wealth Builders | History | Added to | 6,304 | 222 | 0.01% | 0.01% | 284 | +1 | 0.02% | Q3 2026 | Oct 22, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 6,283 | 221 | 0.02% | 0.03% | 285 | -1,168 | -15.68% | Q3 2026 | Oct 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,844 | 221 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,798 | 219 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 6,194 | 218 | 0.06% | 0.06% | 288 | +42 | 0.68% | Q3 2026 | Oct 15, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 6,170 | 217 | 0.06% | 0.07% | 289 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,618 | 213 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 6,000 | 211 | 0.0% | 0.0% | 291 | +4,000 | 200.0% | Q3 2026 | Nov 04, 2026 |
| Family Office Research LLC | History | Reduced | 6,002 | 211 | 0.08% | 0.09% | 292 | -520 | -7.97% | Q3 2026 | Oct 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,949 | 209 | 0.0% | 0.0% | 294 | -353 | -5.6% | Q3 2026 | Oct 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,521 | 209 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 5,528 | 209 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | No change | 5,956 | 209 | 0.14% | 0.15% | 296 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,500 | 208 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 5,869 | 206 | 0.11% | 0.13% | 298 | -246 | -4.02% | Q3 2026 | Oct 26, 2026 |
| Private Advisory Group LLC | History | No change | 5,405 | 205 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,402 | 190 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |