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 | Reduced | 5,264,818 | 199,747 | 0.01% | 0.01% | 1 | -127,413 | -2.36% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,178,924 | 196,488 | 0.01% | 0.01% | 2 | +742,531 | 16.74% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,268,560 | 86,069 | 0.02% | 0.02% | 3 | -101,668 | -4.29% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,117,963 | 80,355 | 0.01% | 0.01% | 4 | +99,789 | 4.94% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | New | 2,062,221 | 78,240 | 0.06% | — | 5 | +2,062,221 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,211,623 | 45,968 | 0.01% | 0.01% | 6 | -92,632 | -7.1% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 931,608 | 34,339 | 0.0% | 0.0% | 7 | +131,588 | 16.45% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 886,667 | 33,640 | 0.01% | 0.01% | 8 | -170,648 | -16.14% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 798,203 | 30,283 | 0.04% | 0.04% | 9 | -16,804 | -2.06% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Added to | 662,650 | 25,140 | 0.01% | 0.01% | 10 | +127,047 | 23.72% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 573,831 | 21,771 | 0.0% | 0.0% | 11 | +135,896 | 31.03% | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 553,011 | 20,981 | 0.0% | 0.0% | 12 | +35,620 | 6.88% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 469,837 | 17,818 | 0.0% | 0.0% | 13 | +135,626 | 40.58% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 421,582 | 15,994 | 0.01% | 0.02% | 14 | -23,620 | -5.31% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 389,972 | 14,795 | 0.02% | 0.05% | 15 | -94,365 | -19.48% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | Added to | 386,223 | 14,653 | 0.17% | 0.22% | 16 | +8,440 | 2.23% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 377,404 | 14,318 | 1.05% | 1.0% | 17 | +3,980 | 1.07% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 376,182 | 14,272 | 0.01% | 0.01% | 18 | +53,032 | 16.41% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 349,222 | 13,249 | 0.01% | 0.01% | 19 | -6,584 | -1.85% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 346,484 | 13,145 | 0.0% | 0.0% | 20 | -104,704 | -23.21% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 341,820 | 12,969 | 0.01% | 0.0% | 21 | +240,060 | 235.91% | Q2 2026 | Aug 07, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | New | 333,630 | 12,657 | 2.45% | — | 22 | +333,630 | New | Q2 2026 | Aug 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 323,444 | 12,271 | 0.03% | 0.05% | 23 | -35,702 | -9.94% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 322,421 | 12,232 | 0.0% | 0.0% | 24 | +23,316 | 7.8% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | Added to | 308,062 | 11,687 | 0.02% | 0.02% | 25 | +21,602 | 7.54% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 308,306 | 11,102 | 0.0% | 0.0% | 26 | +60,989 | 24.66% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 287,533 | 10,909 | 0.03% | 0.03% | 27 | -21,817 | -7.05% | Q2 2026 | Jul 27, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 301,486 | 10,325 | 1.17% | 0.86% | 28 | +118,687 | 64.93% | Q2 2026 | Jul 21, 2026 |
| PEAK6 LLC | History | New | 257,400 | 9,765 | 0.02% | — | 29 | +257,400 | New | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 249,105 | 9,452 | 0.01% | 0.01% | 30 | +26,242 | 11.77% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 246,161 | 9,339 | 0.01% | 0.01% | 31 | -8,732 | -3.43% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 234,000 | 8,877 | 0.28% | 0.24% | 32 | +38,000 | 19.39% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 231,758 | 8,792 | 0.1% | 0.1% | 33 | +5,950 | 2.63% | Q2 2026 | Aug 03, 2026 |
| Black Swift Group, LLC | History | Added to | 220,100 | 8,350 | 1.21% | 1.25% | 34 | +4,920 | 2.29% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 209,945 | 7,969 | 0.03% | 0.03% | 35 | +4,952 | 2.42% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 202,343 | 7,676 | 0.02% | 0.02% | 36 | +18,574 | 10.11% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 187,645 | 7,119 | 0.02% | 0.05% | 37 | -276,579 | -59.58% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 185,707 | 7,046 | 0.01% | 0.01% | 38 | -8,255 | -4.26% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 175,716 | 6,666 | 0.01% | 0.02% | 39 | +594 | 0.34% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 159,136 | 6,037 | 0.01% | 0.01% | 40 | +12,128 | 8.25% | Q2 2026 | Aug 05, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 141,940 | 5,385 | 0.08% | 0.08% | 41 | -1,883 | -1.31% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 139,671 | 5,299 | 0.03% | 0.03% | 42 | +21,618 | 18.31% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 139,260 | 5,283 | 0.31% | 0.31% | 43 | +4,479 | 3.32% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 137,758 | 5,226 | 0.0% | 0.0% | 44 | -184,894 | -57.3% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 128,394 | 4,871 | 0.33% | 0.29% | 45 | -2,004 | -1.54% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Added to | 127,120 | 4,823 | 0.14% | 0.12% | 46 | +4,286 | 3.49% | Q2 2026 | Jul 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 125,015 | 4,743 | 0.79% | 0.75% | 47 | +550 | 0.44% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 138,083 | 4,587 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 112,909 | 4,283 | 0.17% | 0.18% | 49 | +691 | 0.62% | Q2 2026 | Jul 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 109,041 | 4,137 | 0.06% | 0.06% | 50 | -5,670 | -4.94% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Reduced | 108,540 | 4,118 | 0.0% | 0.0% | 51 | -2,912 | -2.61% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 108,373 | 4,111 | 0.02% | 0.02% | 52 | +6,506 | 6.39% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 106,358 | 4,035 | 0.03% | 0.02% | 53 | +14,725 | 16.07% | Q2 2026 | Jul 20, 2026 |
| Sage Capital Management, LLC | History | Added to | 106,034 | 4,023 | 1.57% | 1.47% | 54 | +11,602 | 12.29% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | Reduced | 104,045 | 3,947 | 0.0% | 0.0% | 55 | -3,923 | -3.63% | Q2 2026 | Aug 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 103,113 | 3,912 | 1.28% | 1.18% | 56 | +4,343 | 4.4% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 96,104 | 3,644 | 0.0% | 0.01% | 57 | -238,231 | -71.26% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 94,497 | 3,585 | 0.01% | 0.01% | 58 | -6,089 | -6.05% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 93,614 | 3,551 | 0.02% | 0.01% | 59 | -1,534 | -1.61% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 92,133 | 3,495 | 0.04% | 0.04% | 60 | -645 | -0.7% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 84,009 | 3,187 | 0.02% | 0.05% | 61 | +28,720 | 51.95% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 79,027 | 2,998 | 0.0% | 0.0% | 62 | +8,222 | 11.61% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 77,962 | 2,957 | 0.0% | 0.0% | 63 | -889 | -1.13% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 77,827 | 2,952 | 0.0% | 0.0% | 64 | +285 | 0.37% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 69,955 | 2,654 | 0.01% | 0.01% | 65 | +2,891 | 4.31% | Q2 2026 | Aug 05, 2026 |
| Tepp RIA, LLC | History | Added to | 69,089 | 2,621 | 1.78% | 0.91% | 66 | +34,025 | 97.04% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,644 | 2,604 | 0.01% | 0.01% | 67 | +550 | 0.81% | Q2 2026 | Jul 24, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 64,445 | 2,445 | 0.03% | 0.03% | 68 | -807 | -1.24% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 63,928 | 2,425 | 0.45% | — | 69 | +63,928 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 61,888 | 2,348 | 0.04% | 0.05% | 70 | +666 | 1.09% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 61,338 | 2,327 | 0.05% | 0.01% | 71 | +47,234 | 334.9% | Q2 2026 | Aug 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 60,933 | 2,311 | 0.57% | 0.63% | 72 | -2,355 | -3.72% | Q2 2026 | Aug 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 59,607 | 2,261 | 0.05% | 0.04% | 73 | +25,824 | 76.44% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 56,997 | 2,162 | 0.01% | 0.01% | 74 | -3,312 | -5.49% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 53,300 | 2,022 | 0.04% | 0.04% | 75 | +203 | 0.38% | Q2 2026 | Jul 31, 2026 |
| Belpointe Asset Management LLC | History | Added to | 51,468 | 1,952 | 0.06% | 0.03% | 76 | +25,449 | 97.81% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 50,474 | 1,914 | 0.02% | 0.02% | 77 | +2,366 | 4.92% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 48,889 | 1,854 | 0.04% | 0.03% | 78 | +5,901 | 13.73% | Q2 2026 | Aug 06, 2026 |
| Emerald Advisors, LLC | History | Added to | 46,945 | 1,781 | 0.22% | 0.18% | 80 | +3,544 | 8.17% | Q2 2026 | Jul 20, 2026 |
| GFS Advisors, LLC | History | Reduced | 6,641 | 1,781 | 0.19% | 0.26% | 79 | -2,799 | -29.65% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,109 | 1,775 | 0.0% | 0.0% | 81 | +5,477 | 12.85% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 46,358 | 1,758 | 0.0% | 0.0% | 82 | -21,550 | -31.73% | Q2 2026 | Aug 14, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 45,766 | 1,736 | 0.03% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 45,056 | 1,709 | 0.4% | 0.4% | 84 | +2,245 | 5.24% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Reduced | 44,406 | 1,684 | 0.0% | 0.0% | 85 | -33,616 | -43.09% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 44,298 | 1,680 | 0.01% | 0.01% | 86 | +3,780 | 9.33% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,932 | 1,666 | 0.02% | 0.02% | 87 | +2,620 | 6.34% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,727 | 1,659 | 0.02% | 0.02% | 88 | -576 | -1.3% | Q2 2026 | Aug 03, 2026 |
| Trivium Point Advisory, LLC | History | New | 41,173 | 1,562 | 0.14% | — | 89 | +41,173 | New | Q2 2026 | Aug 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 41,156 | 1,561 | 0.41% | 0.46% | 90 | -3,191 | -7.2% | Q2 2026 | Jul 28, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 41,125 | 1,560 | 0.53% | 0.55% | 91 | -225 | -0.54% | Q2 2026 | Aug 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 40,812 | 1,548 | 0.25% | 0.26% | 92 | +372 | 0.92% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 40,428 | 1,533 | 0.06% | 0.05% | 93 | +3,761 | 10.26% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | No change | 40,223 | 1,526 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 39,791 | 1,509 | 0.0% | 0.0% | 95 | +10,491 | 35.81% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 39,738 | 1,507 | 0.0% | 0.0% | 96 | -2,453 | -5.81% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,840 | 1,473 | 0.01% | 0.01% | 97 | +7,394 | 23.51% | Q2 2026 | Jul 27, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 36,501 | 1,384 | 0.77% | — | 98 | +36,501 | New | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | New | 34,272 | 1,300 | 0.05% | — | 99 | +34,272 | New | Q2 2026 | Jul 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 33,452 | 1,269 | 0.0% | 0.0% | 100 | +4,208 | 14.39% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 32,570 | 1,235 | 0.02% | 0.06% | 101 | -80,930 | -71.3% | Q2 2026 | Aug 14, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 31,525 | 1,196 | 0.89% | 0.97% | 102 | -1,105 | -3.39% | Q2 2026 | Aug 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 31,448 | 1,193 | 0.02% | — | 103 | +31,448 | New | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 31,053 | 1,178 | 0.0% | 0.0% | 104 | -1,268 | -3.92% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 30,815 | 1,169 | 0.01% | 0.01% | 105 | +974 | 3.26% | Q2 2026 | Jul 29, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 30,786 | 1,168 | 0.5% | 0.45% | 106 | +3,160 | 11.44% | Q2 2026 | Aug 13, 2026 |
| APS Management Group, Inc. | History | Added to | 29,660 | 1,125 | 0.86% | 0.81% | 107 | +1,183 | 4.15% | Q2 2026 | Jul 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 29,605 | 1,123 | 0.02% | 0.03% | 108 | +6,592 | 28.64% | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | New | 28,459 | 1,079 | 0.02% | — | 109 | +28,459 | New | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28,333 | 1,074 | 0.0% | 0.0% | 110 | -335 | -1.17% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,903 | 1,058 | 0.02% | 0.02% | 111 | -2,886 | -9.37% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,802 | 1,054 | 0.02% | 0.01% | 112 | +19,767 | 246.01% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,720 | 1,051 | 0.01% | 0.01% | 113 | +1,105 | 4.15% | Q2 2026 | Jul 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 27,636 | 1,048 | 0.02% | 0.02% | 114 | -1,783 | -6.06% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,505 | 1,044 | 0.0% | 0.0% | 115 | +3,125 | 12.82% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 27,207 | 1,032 | 0.02% | 0.02% | 116 | +417 | 1.56% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,193 | 1,031 | 0.0% | 0.0% | 117 | +2,489 | 10.08% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,039 | 1,025 | 0.0% | 0.0% | 118 | +19,468 | 257.14% | Q2 2026 | Aug 18, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 26,929 | 1,021 | 0.0% | 0.01% | 119 | -87,249 | -76.41% | Q2 2026 | Aug 14, 2026 |
| Phoenix Wealth Advisors | History | Added to | 26,879 | 1,019 | 0.34% | 0.35% | 120 | +46 | 0.17% | Q2 2026 | Jul 31, 2026 |
| Eagle Strategies LLC | History | Added to | 26,135 | 991 | 0.1% | 0.09% | 121 | +2,269 | 9.51% | Q2 2026 | Jul 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 29,668 | 985 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,727 | 976 | 0.02% | 0.02% | 123 | -7,081 | -21.58% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 25,694 | 975 | 0.29% | 0.31% | 124 | +130 | 0.51% | Q2 2026 | Jul 15, 2026 |
| Solstein Capital, LLC | History | Added to | 25,302 | 959 | 0.33% | 0.03% | 125 | +23,247 | 1131.24% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,816 | 941 | 0.0% | 0.0% | 126 | +2,729 | 12.36% | Q2 2026 | Aug 14, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 24,214 | 918 | 0.62% | 0.59% | 127 | -326 | -1.33% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 24,130 | 915 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 24,031 | 911 | 0.51% | 0.45% | 129 | +3,226 | 15.51% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,022 | 911 | 0.01% | 0.01% | 130 | -1,471 | -5.77% | Q2 2026 | Aug 10, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 23,535 | 892 | 0.34% | 0.39% | 131 | -2,835 | -10.75% | Q2 2026 | Aug 05, 2026 |
| COFG Advisors, LLC | History | Added to | 23,394 | 887 | 0.15% | 0.18% | 132 | +1,431 | 6.52% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | Added to | 23,209 | 880 | 0.05% | 0.05% | 133 | +1,145 | 5.19% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 23,090 | 876 | 0.0% | 0.0% | 134 | +5,564 | 31.75% | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, LLC | History | Added to | 22,699 | 861 | 0.39% | 0.35% | 135 | +841 | 3.85% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 22,147 | 840 | 0.01% | 0.01% | 136 | -1,066 | -4.59% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,923 | 831 | 0.0% | 0.0% | 137 | +261 | 1.2% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,017 | 798 | 0.04% | 0.02% | 138 | +12,194 | 138.21% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,911 | 793 | 0.03% | 0.03% | 139 | +149 | 0.72% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 20,881 | 792 | 0.06% | 0.06% | 140 | +1,252 | 6.38% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,809 | 789 | 0.0% | 0.0% | 141 | +247 | 1.2% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | New | 20,750 | 787 | 0.02% | — | 142 | +20,750 | New | Q2 2026 | Aug 12, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 20,280 | 766 | 0.4% | 0.44% | 143 | -350 | -1.7% | Q2 2026 | Aug 18, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 19,818 | 751 | 0.21% | 0.25% | 144 | -1,372 | -6.47% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,596 | 743 | 0.01% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 19,561 | 742 | 0.04% | 0.04% | 146 | -413 | -2.07% | Q2 2026 | Aug 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 19,416 | 736 | 0.51% | — | 147 | +19,416 | New | Q2 2026 | Jul 24, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 19,229 | 729 | 0.32% | 0.32% | 148 | +150 | 0.79% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 19,065 | 723 | 0.08% | 0.07% | 149 | +1,581 | 9.04% | Q2 2026 | Jul 22, 2026 |
| Alteri Wealth LLC | History | Added to | 19,076 | 723 | 0.2% | 0.2% | 150 | +904 | 4.97% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,814 | 713 | 0.0% | 0.0% | 151 | +771 | 4.27% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,493 | 702 | 0.0% | 0.0% | 152 | +2,041 | 12.41% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 18,175 | 691 | 0.04% | 0.01% | 153 | +15,551 | 592.64% | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 18,223 | 691 | 0.06% | 0.08% | 154 | -565 | -3.01% | Q2 2026 | Jul 09, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 18,194 | 690 | 0.05% | 0.05% | 155 | +117 | 0.65% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 18,167 | 689 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 18,005 | 683 | 0.03% | 0.02% | 157 | +3,526 | 24.35% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,508 | 664 | 0.01% | 0.01% | 158 | +645 | 3.82% | Q2 2026 | Aug 10, 2026 |
| EQUITABLE TRUST CO | History | No change | 17,439 | 661 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 17,388 | 659 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 17,000 | 644 | 0.02% | 0.02% | 161 | +384 | 2.31% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | Added to | 16,668 | 632 | 0.01% | 0.01% | 162 | +1,251 | 8.11% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,424 | 623 | 0.01% | 0.01% | 163 | +139 | 0.85% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 16,326 | 619 | 0.02% | 0.02% | 164 | -351 | -2.1% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 16,244 | 616 | 0.0% | 0.0% | 165 | -3,170 | -16.33% | Q2 2026 | Aug 27, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 16,186 | 614 | 0.06% | 0.06% | 166 | +778 | 5.05% | Q2 2026 | Jul 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 16,056 | 609 | 0.04% | 0.04% | 167 | +1,670 | 11.61% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 16,019 | 607 | 0.0% | 0.0% | 168 | +9,068 | 130.46% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 16,009 | 607 | 0.12% | 0.1% | 169 | +2,233 | 16.21% | Q2 2026 | Aug 05, 2026 |
| Stelac Advisory Services LLC | History | No change | 15,943 | 605 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 15,930 | 604 | 0.09% | 0.09% | 171 | -224 | -1.39% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 15,670 | 594 | 0.05% | 0.05% | 172 | +3,273 | 26.4% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,525 | 589 | 0.0% | 0.0% | 173 | -715 | -4.4% | Q2 2026 | Jul 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,504 | 588 | 0.05% | 0.05% | 174 | +98 | 0.64% | Q2 2026 | Jul 16, 2026 |
| CHOREO, LLC | History | No change | 15,473 | 587 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | Added to | 15,313 | 580 | 0.02% | 0.02% | 176 | +1,260 | 8.97% | Q2 2026 | Jul 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 15,230 | 577 | 0.06% | 0.05% | 177 | +1,000 | 7.03% | Q2 2026 | Jul 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 15,187 | 576 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,538 | 551 | 0.0% | 0.0% | 179 | +4,442 | 44.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,255 | 540 | 0.02% | 0.02% | 180 | -500 | -3.39% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 14,098 | 534 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 13,970 | 530 | 0.05% | 0.09% | 182 | +886 | 6.77% | Q2 2026 | Aug 14, 2026 |
| SIH Partners, LLLP | History | New | 13,959 | 529 | 0.0% | — | 184 | +13,959 | New | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 13,944 | 529 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alpha Wealth Funds, LLC | History | New | 13,937 | 528 | 0.29% | — | 185 | +13,937 | New | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,861 | 525 | 0.0% | 0.0% | 186 | +4,055 | 41.35% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,601 | 515 | 0.01% | 0.01% | 187 | +539 | 4.13% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,555 | 514 | 0.03% | 0.03% | 188 | -8 | -0.06% | Q2 2026 | Jul 23, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 13,177 | 499 | 0.0% | 0.0% | 189 | +512 | 4.04% | Q2 2026 | Aug 17, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 12,931 | 490 | 0.89% | 1.0% | 190 | -1,513 | -10.47% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | New | 12,897 | 489 | 0.0% | — | 191 | +12,897 | New | Q2 2026 | Aug 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 12,766 | 484 | 0.16% | 0.18% | 192 | +491 | 4.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,748 | 483 | 0.0% | 0.0% | 193 | -2,090 | -14.09% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,649 | 480 | 0.01% | 0.02% | 194 | -3,386 | -21.12% | Q2 2026 | Jul 28, 2026 |
| Bramshill Investments, LLC | History | Added to | 12,500 | 474 | 0.04% | 0.02% | 195 | +5,500 | 78.57% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 12,472 | 473 | 0.02% | 0.02% | 196 | +63 | 0.51% | Q2 2026 | Aug 10, 2026 |
| Sun Group Wealth Partners | History | Reduced | 12,268 | 465 | 0.32% | 0.33% | 197 | -341 | -2.7% | Q2 2026 | Jul 23, 2026 |
| BCS Wealth Management | History | Reduced | 12,033 | 456 | 0.08% | 0.08% | 198 | -25 | -0.21% | Q2 2026 | Jul 16, 2026 |
| BOS Asset Management, LLC | History | Reduced | 11,861 | 450 | 0.1% | 0.14% | 199 | -4,967 | -29.52% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | Added to | 11,876 | 446 | 0.0% | 0.0% | 200 | +1,094 | 10.15% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,730 | 445 | 0.01% | 0.01% | 201 | -2,864 | -19.62% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,704 | 444 | 0.01% | 0.02% | 202 | -839 | -6.69% | Q2 2026 | Jul 27, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 11,681 | 443 | 0.08% | 0.11% | 203 | -3,654 | -23.83% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 11,661 | 442 | 0.01% | — | 204 | +11,661 | New | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Added to | 11,560 | 438 | 0.02% | 0.02% | 205 | +1,561 | 15.61% | Q2 2026 | Jul 23, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 11,296 | 428 | 0.1% | 0.11% | 206 | -2,302 | -16.93% | Q2 2026 | Jul 15, 2026 |
| WNY Asset Management, LLC | History | Added to | 11,234 | 426 | 0.04% | 0.04% | 207 | +172 | 1.55% | Q2 2026 | Aug 17, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 11,216 | 425 | 0.24% | — | 208 | +11,216 | New | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,164 | 423 | 0.01% | 0.01% | 209 | +1,254 | 12.65% | Q2 2026 | Jul 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 11,126 | 422 | 0.03% | — | 211 | +11,126 | New | Q2 2026 | Jul 16, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 11,139 | 422 | 0.17% | 0.17% | 210 | +344 | 3.19% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | Added to | 10,989 | 417 | 0.0% | 0.0% | 212 | +7,744 | 238.64% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10,958 | 415 | 0.01% | 0.02% | 214 | -8,543 | -43.81% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,948 | 415 | 0.0% | 0.0% | 215 | +1,267 | 13.09% | Q2 2026 | Sep 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,956 | 415 | 0.0% | 0.0% | 213 | +1,147 | 11.69% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Added to | 11,243 | 411 | 0.01% | 0.01% | 216 | +438 | 4.05% | Q2 2026 | Jul 08, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 10,788 | 409 | 0.25% | 0.21% | 217 | +1,728 | 19.07% | Q2 2026 | Jul 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 10,772 | 408 | 0.01% | 0.01% | 218 | +33 | 0.31% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,672 | 405 | 0.01% | 0.02% | 219 | -26,379 | -71.2% | Q2 2026 | Jul 15, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 10,498 | 398 | 0.04% | 0.04% | 221 | +1,275 | 13.82% | Q2 2026 | Jul 31, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 10,500 | 398 | 0.11% | 0.12% | 220 | -259 | -2.41% | Q2 2026 | Jul 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 10,481 | 397 | 0.03% | 0.03% | 222 | +1,627 | 18.38% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 10,430 | 395 | 0.01% | 0.01% | 223 | +2,792 | 36.55% | Q2 2026 | Jul 13, 2026 |
| Advantage Trust Co | History | No change | 10,376 | 393 | 0.14% | 0.15% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | New | 10,387 | 388 | 0.0% | — | 227 | +10,387 | New | Q2 2026 | Aug 10, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,250 | 388 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| David Kennon Inc | History | No change | 10,230 | 388 | 0.13% | 0.12% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Squarepoint Ops LLC | History | New | 10,202 | 387 | 0.0% | — | 228 | +10,202 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,129 | 384 | 0.0% | 0.0% | 229 | -16 | -0.16% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,063 | 381 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 10,020 | 380 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,000 | 379 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 10,000 | 379 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 9,889 | 375 | 0.01% | 0.02% | 234 | -6 | -0.06% | Q2 2026 | Jul 24, 2026 |
| CGC Financial Services, LLC | History | Added to | 9,857 | 373 | 0.08% | 0.09% | 235 | +27 | 0.27% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,733 | 369 | 0.0% | 0.01% | 236 | -1,060 | -9.82% | Q2 2026 | Jul 22, 2026 |
| CERTUITY, LLC | History | Added to | 9,559 | 362 | 0.02% | 0.02% | 237 | +100 | 1.06% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,400 | 356 | 0.0% | 0.0% | 238 | -26,900 | -74.1% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 9,368 | 355 | 0.05% | 0.06% | 239 | -1,065 | -10.21% | Q2 2026 | Jul 21, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 9,335 | 354 | 0.04% | 0.04% | 240 | -264 | -2.75% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | New | 9,300 | 352 | 0.0% | — | 242 | +9,300 | New | Q2 2026 | Aug 11, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 9,291 | 352 | 0.28% | 0.26% | 241 | +543 | 6.21% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,278 | 351 | 0.0% | 0.0% | 243 | -698 | -7.0% | Q2 2026 | Aug 19, 2026 |
| PACK Private Wealth, LLC | History | No change | 9,234 | 350 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 9,221 | 349 | 0.0% | 0.0% | 245 | -510 | -5.24% | Q2 2026 | Aug 13, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 9,153 | 347 | 0.18% | 0.17% | 246 | +657 | 7.73% | Q2 2026 | Aug 24, 2026 |
| DUTCH ASSET Corp | History | Reduced | 9,055 | 343 | 0.17% | 0.23% | 247 | -1,045 | -10.35% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 8,996 | 341 | 0.0% | 0.01% | 248 | -1,445 | -13.84% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 8,939 | 339 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,928 | 338 | 0.02% | 0.01% | 250 | +2,459 | 38.01% | Q2 2026 | Jul 31, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 8,888 | 337 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 8,825 | 334 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | New | 8,678 | 329 | 0.02% | — | 253 | +8,678 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 8,577 | 325 | 0.0% | — | 254 | +8,577 | New | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,402 | 318 | 0.0% | 0.0% | 255 | -1,411 | -14.38% | Q2 2026 | Jul 29, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 8,261 | 313 | 0.25% | — | 256 | +8,261 | New | Q2 2026 | Jul 17, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,234 | 312 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,115 | 307 | 0.01% | — | 258 | +8,115 | New | Q2 2026 | Jul 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,789 | 295 | 0.02% | 0.02% | 259 | -44 | -0.56% | Q2 2026 | Aug 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 7,734 | 293 | 0.0% | 0.0% | 260 | +94 | 1.23% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,747 | 293 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 7,641 | 289 | 0.0% | — | 262 | +7,641 | New | Q2 2026 | Aug 06, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 7,451 | 282 | 0.03% | 0.04% | 263 | -484 | -6.1% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | New | 8,135 | 279 | 0.01% | — | 266 | +8,135 | New | Q2 2026 | Jul 29, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,345 | 279 | 0.18% | 0.19% | 264 | -286 | -3.75% | Q2 2026 | Jul 21, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 7,374 | 279 | 0.26% | 0.26% | 265 | -104 | -1.39% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,334 | 278 | 0.01% | 0.01% | 267 | +650 | 9.72% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,221 | 273 | 0.0% | 0.01% | 268 | -7,552 | -51.12% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Added to | 7,208 | 273 | 0.05% | 0.05% | 269 | +281 | 4.06% | Q2 2026 | Jul 20, 2026 |
| E&G Advisors, LLC | History | Reduced | 7,159 | 271 | 0.05% | 0.06% | 270 | -900 | -11.17% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 7,102 | 269 | 0.0% | — | 271 | +7,102 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 7,010 | 265 | 0.08% | 0.05% | 272 | +805 | 12.97% | Q2 2026 | Jul 27, 2026 |
| Sunpointe, LLC | History | No change | 7,000 | 265 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,963 | 264 | 0.06% | 0.06% | 274 | +280 | 4.19% | Q2 2026 | Jul 24, 2026 |
| Owen LaRue, LLC | History | No change | 6,925 | 262 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Advisors | History | Reduced | 6,891 | 261 | 0.01% | 0.01% | 276 | -861 | -11.11% | Q2 2026 | Jul 16, 2026 |
| Vontobel Holding Ltd. | History | New | 6,875 | 260 | 0.0% | — | 277 | +6,875 | New | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 6,840 | 259 | 0.0% | 0.0% | 278 | +555 | 8.83% | Q2 2026 | Jul 20, 2026 |
| CFO4Life Group, LLC | History | No change | 6,753 | 256 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 6,670 | 252 | 0.01% | 0.02% | 280 | -658 | -8.98% | Q2 2026 | Aug 14, 2026 |
| M3 Advisory Group, LLC | History | Added to | 6,646 | 252 | 0.13% | 0.13% | 281 | +100 | 1.53% | Q2 2026 | Jul 24, 2026 |
| NWAM LLC | History | New | 6,641 | 251 | 0.01% | — | 282 | +6,641 | New | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | New | 6,565 | 249 | 0.01% | — | 283 | +6,565 | New | Q2 2026 | Aug 12, 2026 |
| Family Office Research LLC | History | Reduced | 6,522 | 247 | 0.09% | 0.1% | 285 | -278 | -4.09% | Q2 2026 | Jul 27, 2026 |
| Brooklyn Investment Group | History | No change | 7,447 | 247 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 6,473 | 245 | 0.13% | 0.13% | 286 | +326 | 5.3% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,418 | 243 | 0.0% | 0.0% | 287 | -3,915 | -37.89% | Q2 2026 | Aug 06, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 6,385 | 242 | 0.05% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RMR Wealth Builders | History | Reduced | 6,303 | 239 | 0.01% | 0.02% | 290 | -100 | -1.56% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,302 | 239 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 6,175 | 234 | 0.03% | — | 293 | +6,175 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 6,170 | 234 | 0.0% | — | 292 | +6,170 | New | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 6,170 | 234 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 6,152 | 233 | 0.06% | — | 294 | +6,152 | New | Q2 2026 | Jul 15, 2026 |
| Forum Finance Group S.A. | History | Added to | 7,572 | 232 | 0.08% | 0.08% | 296 | +1,900 | 33.5% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 6,115 | 232 | 0.13% | 0.14% | 295 | -428 | -6.54% | Q2 2026 | Aug 07, 2026 |
| Anson Capital, Inc. | History | Reduced | 5,956 | 225 | 0.15% | 0.15% | 297 | -763 | -11.36% | Q2 2026 | Jul 29, 2026 |
| Vantage Point Financial LLC | History | Reduced | 5,950 | 225 | 0.07% | 0.07% | 298 | -488 | -7.58% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,844 | 221 | 0.01% | — | 299 | +5,844 | New | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | New | 5,798 | 219 | 0.02% | — | 300 | +5,798 | New | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,618 | 213 | 0.0% | — | 301 | +5,618 | New | Q2 2026 | Aug 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 6,396 | 212 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 5,528 | 209 | 0.0% | — | 304 | +5,528 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,521 | 209 | 0.0% | — | 303 | +5,521 | New | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 5,500 | 208 | 0.0% | 0.0% | 305 | +1,500 | 37.5% | Q2 2026 | Jul 24, 2026 |
| Private Advisory Group LLC | History | New | 5,405 | 205 | 0.01% | — | 307 | +5,405 | New | Q2 2026 | Aug 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,402 | 205 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clark Asset Management, LLC | History | New | 5,376 | 203 | 0.02% | — | 308 | +5,376 | New | Q2 2026 | Jul 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | New | 5,322 | 201 | 0.07% | — | 309 | +5,322 | New | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 4,930 | 187 | 0.04% | 0.04% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,621 | 175 | 0.0% | 0.0% | 311 | -813 | -14.96% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,326 | 164 | 0.0% | 0.0% | 312 | -1,262 | -22.58% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Added to | 4,258 | 161 | 0.0% | 0.0% | 313 | +400 | 10.37% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,241 | 160 | 0.01% | 0.01% | 314 | -183 | -4.14% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 4,185 | 158 | 0.01% | — | 315 | +4,185 | New | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 3,959 | 150 | 0.05% | 0.01% | 316 | +3,224 | 438.64% | Q2 2026 | Jul 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 3,895 | 147 | 0.05% | 0.06% | 317 | -400 | -9.31% | Q2 2026 | Aug 07, 2026 |
| Manchester Capital Management LLC | History | No change | 3,700 | 140 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,650 | 138 | 0.0% | 0.0% | 320 | +12 | 0.33% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,659 | 138 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,545 | 134 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,357 | 130 | 0.03% | 0.04% | 322 | -160 | -4.55% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 3,355 | 127 | 0.0% | 0.0% | 323 | +2,918 | 667.73% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,200 | 121 | 0.01% | 0.01% | 325 | +385 | 13.68% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,201 | 121 | 0.01% | 0.01% | 324 | +200 | 6.66% | Q2 2026 | Jul 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 3,178 | 120 | 0.0% | 0.0% | 326 | -2,230 | -41.24% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 3,050 | 115 | 0.03% | 0.02% | 327 | +300 | 10.91% | Q2 2026 | Sep 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,999 | 113 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boreal Capital Management LLC | History | No change | 3,000 | 113 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,000 | 113 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Reduced | 2,941 | 111 | 0.0% | 0.0% | 331 | -34 | -1.14% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,853 | 108 | 0.0% | 0.0% | 332 | +388 | 15.74% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,800 | 106 | 0.0% | 0.0% | 333 | +721 | 34.68% | Q2 2026 | Aug 05, 2026 |
| Glassman Wealth Services | History | No change | 2,774 | 105 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,606 | 98 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,411 | 91 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | Reduced | 2,297 | 86 | 0.0% | 0.0% | 337 | -697 | -23.28% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,105 | 79 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Realta Investment Advisors | History | Reduced | 2,075 | 78 | 0.02% | 0.03% | 339 | -482 | -18.85% | Q2 2026 | Jul 20, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 2,000 | 75 | 0.0% | 0.0% | 340 | +1,000 | 100.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,980 | 75 | 0.04% | 0.02% | 341 | +1,000 | 102.04% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | Added to | 1,966 | 74 | 0.0% | 0.0% | 342 | +50 | 2.61% | Q2 2026 | Jul 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,927 | 73 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,820 | 69 | 0.06% | — | 345 | +1,820 | New | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 1,836 | 69 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | Added to | 1,766 | 67 | 0.0% | 0.0% | 346 | +93 | 5.56% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,721 | 65 | 0.01% | 0.0% | 347 | +1,250 | 265.39% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,716 | 63 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,601 | 60 | 0.04% | 0.03% | 349 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,561 | 59 | 0.0% | 0.0% | 350 | +300 | 23.79% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,570 | 59 | 0.01% | 0.01% | 351 | +118 | 8.13% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,376 | 52 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blue Trust, Inc. | History | Added to | 1,347 | 51 | 0.0% | 0.0% | 354 | +1 | 0.07% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,367 | 51 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | No change | 1,200 | 45 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,173 | 44 | 0.0% | 0.0% | 356 | -1,090 | -48.17% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,140 | 43 | 0.01% | — | 357 | +1,140 | New | Q2 2026 | Jul 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,109 | 42 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,085 | 41 | 0.01% | 0.01% | 361 | -271 | -19.99% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 1,086 | 41 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,095 | 41 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,020 | 38 | 0.0% | 0.0% | 362 | -519 | -33.72% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 1,000 | 38 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NBH Bank | History | New | 1,000 | 37 | 0.02% | — | 369 | +1,000 | New | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | Reduced | 1,000 | 37 | 0.0% | 0.01% | 366 | -768 | -43.44% | Q2 2026 | Jul 07, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 995 | 37 | 0.0% | 0.0% | 364 | -90 | -8.29% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 1,000 | 37 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 1,034 | 37 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,000 | 37 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 899 | 34 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,000 | 33 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 869 | 32 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 821 | 31 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 812 | 30 | 0.02% | 0.01% | 375 | +231 | 39.76% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 792 | 30 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 768 | 29 | 0.0% | 0.0% | 376 | +183 | 31.28% | Q2 2026 | Jul 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 749 | 28 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 723 | 27 | 0.0% | 0.0% | 378 | +147 | 25.52% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 700 | 27 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 700 | 26 | 0.0% | 0.01% | 381 | -535 | -43.32% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 26 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 695 | 26 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 682 | 25 | 0.0% | 0.0% | 383 | -6 | -0.87% | Q2 2026 | Jul 29, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 660 | 25 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IMA Advisory Services, Inc. | History | New | 602 | 22 | 0.0% | — | 386 | +602 | New | Q2 2026 | Aug 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 22 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 578 | 21 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 579 | 21 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 552 | 21 | 0.01% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | Added to | 542 | 20 | 0.0% | 0.0% | 390 | +80 | 17.32% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 503 | 19 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 525 | 19 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 495 | 18 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Bancorp, Inc /ME/ | History | New | 440 | 16 | 0.01% | — | 394 | +440 | New | Q2 2026 | Aug 11, 2026 |
| Mosley Wealth Management | History | New | 419 | 15 | 0.0% | — | 401 | +419 | New | Q2 2026 | Jul 23, 2026 |
| Aberdeen Wealth Management LLC | History | New | 400 | 15 | 0.01% | — | 400 | +400 | New | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 416 | 15 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Costello Asset Management, INC | History | No change | 406 | 15 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 396 | 15 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 420 | 15 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 376 | 14 | 0.0% | 0.0% | 403 | -248 | -39.74% | Q2 2026 | Jul 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 394 | 14 | 0.0% | 0.0% | 405 | -31 | -7.29% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 385 | 14 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 373 | 14 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 351 | 13 | 0.0% | — | 411 | +351 | New | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 352 | 13 | 0.0% | 0.0% | 407 | +298 | 551.85% | Q2 2026 | Jul 02, 2026 |
| COUNTRY TRUST BANK | History | No change | 345 | 13 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 348 | 13 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 347 | 13 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 348 | 13 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lavaca Capital LLC | History | No change | 337 | 12 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 330 | 12 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 296 | 11 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Bogart Wealth, LLC | History | No change | 315 | 11 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | No change | 302 | 11 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 272 | 10 | 0.0% | — | 418 | +272 | New | Q2 2026 | Aug 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 278 | 10 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GROUP ONE TRADING LLC | History | New | 251 | 9 | 0.0% | — | 421 | +251 | New | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 234 | 9 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Reduced | 220 | 8 | 0.0% | 0.0% | 423 | -11 | -4.76% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 214 | 8 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 206 | 7 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JDM Financial Group LLC | History | No change | 207 | 7 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 160 | 6 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 133 | 5 | 0.0% | 0.0% | 430 | +66 | 98.51% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 171 | 5 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 133 | 5 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Purpose Unlimited Inc. | History | No change | 150 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 131 | 4 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 98 | 4 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CNB Bank | History | No change | 112 | 4 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Burk Holdings LLC | History | New | 104 | 3 | 0.0% | — | 441 | +104 | New | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 82 | 3 | 0.0% | — | 440 | +82 | New | Q2 2026 | Jul 27, 2026 |
| Burnham & Co LLC | History | New | 80 | 3 | 0.0% | — | 442 | +80 | New | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Reduced | 69 | 2 | 0.0% | 0.0% | 445 | -100 | -59.17% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 65 | 2 | 0.0% | 0.0% | 443 | -25 | -27.78% | Q2 2026 | Aug 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 448 | +5 | 8.33% | Q2 2026 | Jul 20, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trask Adam Roland | History | No change | 80 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 46 | 1 | 0.0% | 0.01% | 451 | -1,049 | -95.8% | Q2 2026 | Aug 07, 2026 |
| Strategic Advocates LLC | History | Reduced | 28 | 1 | 0.0% | 0.02% | 452 | -142 | -83.53% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | New | 52 | 1 | 0.0% | — | 458 | +52 | New | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 50 | 1 | 0.0% | — | 459 | +50 | New | Q2 2026 | Jul 17, 2026 |
| Cordant, Inc. | History | New | 35 | 1 | 0.0% | — | 460 | +35 | New | Q2 2026 | Jul 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 1 | 0.0% | — | 449 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accordant Advisory Group Inc | History | No change | 30 | 1 | 0.0% | — | 453 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Life Planners | History | No change | 49 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 50 | 1 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | No change | 31 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| My Portfolio Guide, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TPG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 2.36% | — | -218,473 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -109,149 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.02% | — | -107,900 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -79,207 | -100.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59,336 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,364 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -22,227 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,680 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Ascent Advisors, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -13,388 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,634 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADVOCATE GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,567 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,349 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -7,098 | -100.0% | Q2 2026 | Jul 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,900 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,600 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,209 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,492 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,192 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,812 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,739 | -100.0% | Q2 2026 | Jul 10, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,175 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,115 | -100.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -969 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -852 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q2 2026 | Jul 27, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q2 2026 | Jul 22, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CrossGen Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -228 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Center for Financial Services | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Abound Wealth Management | History | Reduced | 10 | 0 | — | — | — | -9 | -47.37% | Q2 2026 | Jul 10, 2026 |
| Horizon Investments, LLC | History | Added to | 21 | 0 | — | — | — | +7 | 50.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Sep 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 25 | 0 | — | — | — | +1 | 4.17% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NVWM, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |