Global X Funds - COPX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,719,745 | 584,894 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,557,544 | 504,734 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,155,796 | 473,811 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,563,600 | 269,907 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,027,392 | 233,018 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,984,460 | 229,713 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,755,905 | 212,123 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,321,568 | 178,691 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 1,967,200 | 166,622 | 0.78% | 0.91% | 9 | -463,955 | -19.08% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,031,214 | 156,342 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 1,497,907 | 115,293 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,039,387 | 80,001 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 962,414 | 74,076 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 901,965 | 69,424 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 660,163 | 50,813 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 633,952 | 48,795 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Phoenix Financial Ltd. | History | No change | 627,000 | 48,381 | 0.33% | 0.33% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 600,000 | 46,182 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 509,586 | 39,222 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 507,995 | 39,100 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 500,000 | 38,485 | 0.66% | 0.66% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 426,814 | 36,151 | 0.1% | 0.09% | 22 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 453,150 | 34,878 | 0.69% | 0.69% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 387,068 | 29,792 | 0.25% | 0.25% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Woodline Partners LP | History | No change | 355,224 | 27,341 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 313,826 | 26,581 | 1.16% | 1.08% | 26 | +10,520 | 3.47% | Q3 2026 | Nov 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 326,852 | 25,161 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 301,804 | 23,229 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 294,376 | 22,658 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | No change | 285,724 | 21,992 | 2.4% | 2.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fielder Capital Group LLC | History | No change | 283,833 | 21,846 | 4.73% | 4.73% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 241,249 | 18,569 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 230,475 | 17,739 | 0.28% | 0.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 226,952 | 17,468 | 0.63% | 0.63% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 210,000 | 16,163 | 1.18% | 1.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 206,846 | 15,920 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRW Securities, LLC | History | No change | 206,754 | 15,913 | 0.39% | 0.39% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | No change | 203,728 | 15,680 | 2.27% | 2.27% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Wealth Management, LLC | History | New | 177,324 | 15,019 | 1.89% | — | 39 | +177,324 | New | Q3 2026 | Nov 02, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 194,128 | 14,942 | 2.74% | 2.74% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 189,927 | 14,618 | 1.38% | 1.38% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 178,955 | 13,774 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 177,660 | 13,660 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 178,205 | 13,445 | 3.59% | 3.59% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 171,817 | 13,224 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 161,800 | 12,453 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 160,884 | 12,383 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 156,117 | 12,016 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 148,714 | 11,446 | 1.04% | 1.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 150,289 | 11,384 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 144,334 | 11,109 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 130,681 | 11,068 | 1.88% | 0.71% | 52 | +76,784 | 142.46% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 126,120 | 10,682 | 0.02% | 0.02% | 53 | +9,370 | 8.03% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 124,160 | 10,516 | 0.01% | 0.02% | 54 | -67,720 | -35.29% | Q3 2026 | Nov 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 130,428 | 10,039 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 125,000 | 9,621 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 121,003 | 9,313 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 120,472 | 9,272 | 0.6% | 0.6% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 110,180 | 8,480 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 107,722 | 8,291 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 97,734 | 8,278 | 0.99% | 0.08% | 61 | +89,504 | 1087.53% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 107,119 | 8,246 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 104,183 | 8,018 | 1.48% | 1.48% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 102,879 | 7,918 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 101,297 | 7,796 | 1.1% | 1.1% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 100,332 | 7,722 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 91,148 | 7,720 | 2.29% | 1.14% | 67 | +45,965 | 101.73% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 98,585 | 7,597 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 97,664 | 7,517 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 96,833 | 7,453 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 96,365 | 7,417 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 366 | 7,062 | 0.58% | 0.58% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 91,648 | 7,051 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 91,440 | 7,038 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 90,000 | 6,927 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 79,460 | 6,633 | 0.02% | 0.02% | 76 | -6,250 | -7.29% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 85,291 | 6,564 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 76,770 | 6,502 | 0.01% | 0.0% | 78 | +64,570 | 529.26% | Q3 2026 | Oct 28, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 84,400 | 6,496 | 0.43% | 0.43% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W1M Asset Management Ltd | History | No change | 84,191 | 6,477 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fore Capital, LLC | History | No change | 84,000 | 6,465 | 1.91% | 1.91% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 75,138 | 6,364 | 3.28% | 2.69% | 82 | +261 | 0.35% | Q3 2026 | Nov 02, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 81,970 | 6,309 | 3.58% | 3.58% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 82,796 | 6,307 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corecam Pte. Ltd. | History | Added to | 74,400 | 6,301 | 2.63% | 2.11% | 85 | +2,100 | 2.9% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 79,318 | 6,105 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 68,474 | 5,799 | 0.43% | 0.38% | 87 | +3,967 | 6.15% | Q3 2026 | Oct 01, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 73,976 | 5,693 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 73,324 | 5,643 | 1.26% | 1.26% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 67,204 | 5,172 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 66,000 | 5,080 | 0.26% | 0.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 58,481 | 4,953 | 0.03% | 0.01% | 92 | +28,517 | 95.17% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 62,658 | 4,822 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cypress Capital Group | History | Reduced | 56,720 | 4,804 | 0.44% | 0.41% | 94 | -475 | -0.83% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 55,306 | 4,684 | 0.01% | 0.01% | 95 | +877 | 1.61% | Q3 2026 | Oct 30, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 55,006 | 4,659 | 2.14% | 1.9% | 96 | +630 | 1.16% | Q3 2026 | Oct 07, 2026 |
| Belvedere Trading LLC | History | No change | 58,295 | 4,486 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kurv Investment Management LLC | History | New | 18,814 | 4,326 | 2.16% | — | 98 | +18,814 | New | Q3 2026 | Oct 28, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 53,987 | 4,155 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 52,746 | 4,059 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 42,134 | 3,921 | 1.23% | 1.33% | 101 | -3,784 | -8.24% | Q3 2026 | Oct 23, 2026 |
| Pentwater Capital Management LP | History | No change | 50,000 | 3,848 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amitell Capital Pte Ltd | History | No change | 43,135 | 3,653 | 3.49% | 3.04% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 42,479 | 3,597 | 0.19% | 0.17% | 104 | +1,249 | 3.03% | Q3 2026 | Oct 29, 2026 |
| Walleye Trading LLC | History | No change | 45,900 | 3,532 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 45,612 | 3,510 | 0.69% | 0.69% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 44,672 | 3,438 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 44,340 | 3,412 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 44,124 | 3,396 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 44,090 | 3,393 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 39,641 | 3,357 | 0.32% | 0.29% | 111 | +1,590 | 4.18% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 39,458 | 3,342 | 0.0% | 0.0% | 112 | +905 | 2.35% | Q3 2026 | Nov 02, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 39,453 | 3,341 | 0.14% | 0.08% | 113 | +12,256 | 45.06% | Q3 2026 | Oct 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 38,906 | 3,320 | 0.3% | 0.33% | 114 | -883 | -2.22% | Q3 2026 | Oct 22, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 38,014 | 3,219 | 2.18% | 1.97% | 115 | -1,815 | -4.56% | Q3 2026 | Oct 28, 2026 |
| Valence8 US LP | History | Added to | 37,111 | 3,143 | 1.11% | 0.95% | 116 | +93 | 0.25% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,951 | 3,120 | 0.0% | 0.01% | 117 | -2,036 | -5.09% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,848 | 3,036 | 0.01% | 0.01% | 118 | -119 | -0.33% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,393 | 3,032 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 38,563 | 2,968 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 42,156 | 2,968 | 2.22% | 2.22% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 37,769 | 2,907 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 37,538 | 2,889 | 0.33% | 0.33% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corecam AG | History | Reduced | 32,910 | 2,787 | 2.66% | 2.17% | 124 | -100 | -0.3% | Q3 2026 | Oct 28, 2026 |
| First International Bank of Israel Ltd. | History | No change | 34,100 | 2,624 | 0.72% | 0.72% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 33,929 | 2,612 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 33,920 | 2,610 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,915 | 2,610 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 33,095 | 2,506 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 32,534 | 2,504 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | No change | 32,501 | 2,501 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 31,949 | 2,458 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tactive Advisors, LLC | History | Added to | 28,330 | 2,399 | 0.58% | 0.47% | 133 | +3,635 | 14.72% | Q3 2026 | Oct 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 28,165 | 2,385 | 0.06% | 0.06% | 134 | -752 | -2.6% | Q3 2026 | Oct 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 30,300 | 2,332 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 27,197 | 2,303 | 0.59% | 0.48% | 136 | +3,258 | 13.61% | Q3 2026 | Oct 06, 2026 |
| Clear Street Group Inc. | History | No change | 29,141 | 2,242 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | Added to | 25,088 | 2,124 | 0.12% | 0.06% | 138 | +7,875 | 45.75% | Q3 2026 | Oct 29, 2026 |
| SIG BROKERAGE, LP | History | No change | 27,500 | 2,116 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 24,520 | 2,076 | 0.09% | 0.08% | 140 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 24,045 | 2,036 | 0.6% | 0.01% | 141 | +23,765 | 8487.5% | Q3 2026 | Oct 22, 2026 |
| Balefire, LLC | History | Reduced | 23,961 | 2,029 | 0.32% | 0.31% | 142 | -787 | -3.18% | Q3 2026 | Oct 09, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 25,709 | 1,978 | 1.26% | 1.26% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 22,682 | 1,921 | 1.02% | 0.93% | 144 | -21 | -0.09% | Q3 2026 | Oct 16, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 24,713 | 1,902 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 22,406 | 1,897 | 0.16% | 0.19% | 146 | -6,632 | -22.84% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 24,046 | 1,850 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 23,266 | 1,791 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silphium Asset Management Ltd | History | No change | 20,500 | 1,736 | 0.57% | 0.53% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,414 | 1,729 | 0.03% | 0.03% | 150 | +464 | 2.33% | Q3 2026 | Oct 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,880 | 1,683 | 0.02% | 0.02% | 151 | -1,166 | -5.54% | Q3 2026 | Oct 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 19,765 | 1,674 | 0.15% | 0.14% | 152 | -167 | -0.84% | Q3 2026 | Nov 02, 2026 |
| Client First Capital LLC | History | New | 19,420 | 1,644 | 0.65% | — | 153 | +19,420 | New | Q3 2026 | Oct 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 21,337 | 1,643 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,074 | 1,622 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| E&G Advisors, LLC | History | Added to | 19,001 | 1,609 | 0.31% | 0.28% | 156 | +163 | 0.87% | Q3 2026 | Oct 13, 2026 |
| Evelyn Partners Group Ltd | History | No change | 36,448 | 1,604 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,709 | 1,593 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Capital LLC | History | No change | 20,510 | 1,578 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 20,121 | 1,548 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 17,801 | 1,507 | 0.01% | 0.01% | 161 | -1,316 | -6.88% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 17,543 | 1,485 | 0.07% | 0.08% | 162 | -578 | -3.19% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,529 | 1,484 | 0.04% | 0.04% | 163 | -186 | -1.05% | Q3 2026 | Oct 08, 2026 |
| Summit Wealth Partners, LLC | History | No change | 19,210 | 1,478 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 17,374 | 1,471 | 0.18% | 0.15% | 165 | +1,252 | 7.77% | Q3 2026 | Oct 21, 2026 |
| Miller Global Investments, LLC | History | Reduced | 17,236 | 1,459 | 1.18% | 1.1% | 166 | -1 | -0.01% | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | Reduced | 17,165 | 1,453 | 0.82% | 0.85% | 167 | -3,918 | -18.58% | Q3 2026 | Oct 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,519 | 1,399 | 0.01% | 0.01% | 168 | +4,798 | 40.94% | Q3 2026 | Oct 26, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 18,000 | 1,385 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 16,263 | 1,377 | 0.25% | 0.23% | 170 | -275 | -1.66% | Q3 2026 | Oct 13, 2026 |
| Revisor Wealth Management LLC | History | Added to | 16,567 | 1,364 | 0.34% | 0.28% | 171 | +1,327 | 8.71% | Q3 2026 | Oct 20, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 17,650 | 1,358 | 0.38% | 0.38% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Goldman & Co LP | History | No change | 17,600 | 1,354 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 15,883 | 1,345 | 0.04% | 0.04% | 174 | -139 | -0.87% | Q3 2026 | Oct 29, 2026 |
| WT Wealth Management | History | Added to | 15,714 | 1,331 | 0.37% | 0.3% | 175 | +1,690 | 12.05% | Q3 2026 | Oct 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,384 | 1,303 | 0.02% | 0.02% | 176 | +2,588 | 20.23% | Q3 2026 | Oct 21, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 15,232 | 1,290 | 0.21% | 0.3% | 177 | -9,425 | -38.22% | Q3 2026 | Oct 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 14,883 | 1,260 | 0.0% | 0.0% | 178 | -2,755 | -15.62% | Q3 2026 | Oct 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,792 | 1,252 | 0.02% | 0.02% | 179 | -424 | -2.79% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,299 | 1,211 | 0.03% | — | 180 | +14,299 | New | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 14,270 | 1,208 | 0.13% | 0.11% | 181 | +898 | 6.72% | Q3 2026 | Oct 23, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 14,169 | 1,200 | 0.3% | 0.38% | 183 | +269 | 1.94% | Q3 2026 | Oct 16, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 15,592 | 1,200 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,501 | 1,193 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 15,260 | 1,178 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Risk Paradigm Group, LLC | History | No change | 15,260 | 1,174 | 0.92% | 0.92% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 15,124 | 1,164 | 0.37% | 0.37% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | No change | 15,730 | 1,148 | 0.74% | 0.74% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | No change | 14,909 | 1,147 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 13,031 | 1,103 | 0.02% | 0.02% | 190 | -6,533 | -33.39% | Q3 2026 | Oct 26, 2026 |
| NORTHERN TRUST CORP | History | No change | 13,793 | 1,061 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 13,733 | 1,057 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 12,358 | 1,046 | 0.07% | 0.06% | 193 | +200 | 1.65% | Q3 2026 | Oct 13, 2026 |
| BFI Infinity Ltd. | History | No change | 12,305 | 1,042 | 0.49% | 0.28% | 194 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,324 | 1,025 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Wealth Alliance, LLC | History | New | 11,823 | 1,001 | 0.44% | — | 196 | +11,823 | New | Q3 2026 | Oct 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 13,000 | 1,000 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 12,911 | 993 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,422 | 967 | 0.01% | 0.01% | 199 | +1,245 | 12.23% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 11,223 | 950 | 0.02% | 0.02% | 200 | -1,528 | -11.98% | Q3 2026 | Oct 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11,101 | 940 | 0.02% | 0.02% | 202 | -471 | -4.07% | Q3 2026 | Oct 21, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 11,103 | 940 | 0.6% | 0.5% | 201 | +437 | 4.1% | Q3 2026 | Oct 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 11,049 | 935 | 0.11% | 0.8% | 203 | -80,124 | -87.88% | Q3 2026 | Oct 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 10,940 | 926 | 0.06% | 0.05% | 204 | +1,824 | 20.01% | Q3 2026 | Oct 21, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 12,009 | 924 | 0.22% | 0.22% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,934 | 918 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEXFORD CAPITAL LP | History | No change | 11,761 | 905 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,769 | 905 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lauer Wealth, LLC | History | Added to | 10,927 | 898 | 0.56% | 0.43% | 209 | +1,852 | 20.41% | Q3 2026 | Oct 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 10,585 | 896 | 0.35% | 0.33% | 210 | +1,000 | 10.43% | Q3 2026 | Oct 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 11,160 | 858 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clare Market Investments LLC | History | No change | 11,102 | 854 | 0.16% | 0.16% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 11,012 | 847 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | Added to | 9,524 | 806 | 0.03% | 0.03% | 214 | +1,625 | 20.57% | Q3 2026 | Oct 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 9,606 | 801 | 0.54% | 0.34% | 215 | +2,752 | 40.15% | Q3 2026 | Oct 09, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,232 | 787 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 9,280 | 786 | 0.02% | 0.03% | 217 | -3,720 | -28.62% | Q3 2026 | Nov 02, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 10,200 | 785 | 0.22% | 0.22% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,145 | 780 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 10,000 | 769 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,044 | 766 | 0.02% | 0.02% | 221 | -2,606 | -22.37% | Q3 2026 | Oct 16, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 9,818 | 755 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 9,733 | 749 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,433 | 726 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,395 | 723 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 9,339 | 719 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,308 | 716 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mizuho Markets Cayman LP | History | No change | 9,098 | 700 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9,091 | 699 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 9,136 | 695 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | No change | 8,942 | 688 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | Added to | 8,118 | 687 | 0.13% | 0.08% | 232 | +2,996 | 58.49% | Q3 2026 | Oct 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 8,900 | 685 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 7,970 | 675 | 0.35% | 0.36% | 234 | -1,161 | -12.71% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,826 | 662 | 0.01% | 0.01% | 235 | -1,502 | -16.1% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,474 | 652 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | No change | 8,466 | 651 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,733 | 650 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,547 | 639 | 0.0% | — | 239 | +7,547 | New | Q3 2026 | Oct 26, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 7,500 | 635 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CapWealth Advisors, LLC | History | No change | 7,425 | 628 | 0.05% | 0.04% | 241 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SMART Wealth LLC | History | No change | 8,086 | 622 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 8,007 | 616 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,957 | 612 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,911 | 608 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 7,687 | 591 | 0.1% | 0.1% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 6,704 | 567 | 0.35% | 0.37% | 247 | -324 | -4.61% | Q3 2026 | Oct 20, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,302 | 562 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 7,219 | 555 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,202 | 554 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 6,524 | 552 | 0.2% | 0.18% | 251 | +3 | 0.05% | Q3 2026 | Oct 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 6,083 | 544 | 0.18% | 0.18% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 7,000 | 538 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 6,306 | 534 | 0.01% | 0.01% | 254 | -3,293 | -34.31% | Q3 2026 | Oct 15, 2026 |
| Aspen Investment Management Inc | History | No change | 6,910 | 532 | 0.14% | 0.14% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gemmer Asset Management LLC | History | New | 6,265 | 530 | 0.03% | — | 257 | +6,265 | New | Q3 2026 | Oct 16, 2026 |
| Allie Family Office LLC | History | No change | 6,881 | 530 | 0.2% | 0.2% | 256 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Empowered Funds, LLC | History | No change | 6,849 | 527 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,763 | 520 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 6,133 | 519 | 0.03% | 0.02% | 260 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Krilogy Financial LLC | History | Added to | 6,079 | 518 | 0.01% | 0.01% | 261 | +400 | 7.04% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,681 | 514 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | No change | 6,654 | 512 | 0.18% | 0.18% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 6,598 | 509 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Concentrum Wealth Management | History | No change | 6,607 | 508 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,584 | 506 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verition Fund Management LLC | History | No change | 6,500 | 500 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 6,506 | 500 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 5,896 | 499 | 0.34% | 0.29% | 269 | +62 | 1.06% | Q3 2026 | Oct 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 6,450 | 496 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,380 | 491 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 5,787 | 490 | 0.09% | — | 272 | +5,787 | New | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,307 | 485 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,255 | 481 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 5,663 | 479 | 0.29% | 0.24% | 275 | +225 | 4.14% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,199 | 477 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 5,584 | 472 | 0.28% | — | 277 | +5,584 | New | Q3 2026 | Nov 03, 2026 |
| Visionary Wealth Advisors | History | No change | 6,099 | 469 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFI Advisors, LLC | History | Added to | 5,520 | 467 | 0.38% | 0.35% | 279 | +300 | 5.75% | Q3 2026 | Oct 30, 2026 |
| Axiom Investment Management LLC | History | No change | 5,400 | 457 | 0.38% | 0.28% | 280 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Virtue Capital Management, LLC | History | Added to | 5,293 | 448 | 0.06% | 0.04% | 281 | +926 | 21.2% | Q3 2026 | Oct 29, 2026 |
| PACK Private Wealth, LLC | History | No change | 5,746 | 442 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 5,619 | 432 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,579 | 429 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,030 | 426 | 0.29% | 0.28% | 285 | -684 | -11.97% | Q3 2026 | Oct 23, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 5,005 | 423 | 0.11% | 0.1% | 286 | +226 | 4.73% | Q3 2026 | Oct 23, 2026 |
| Waverly Advisors, LLC | History | No change | 5,440 | 418 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,356 | 412 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 5,349 | 411 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 5,346 | 411 | 0.29% | 0.29% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,337 | 410 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,295 | 407 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 5,244 | 403 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,235 | 402 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,226 | 402 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,202 | 401 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,200 | 400 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 4,709 | 398 | 0.08% | 0.07% | 298 | -10 | -0.21% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,145 | 396 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,664 | 395 | 0.0% | — | 300 | +4,664 | New | Q3 2026 | Oct 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,612 | 390 | 0.0% | 0.0% | 301 | +57 | 1.25% | Q3 2026 | Oct 21, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 5,000 | 384 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 5,000 | 384 | 0.22% | 0.22% | 303 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,979 | 383 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,519 | 382 | 0.01% | 0.0% | 305 | +614 | 15.72% | Q3 2026 | Oct 28, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,943 | 380 | 0.14% | 0.14% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 4,412 | 373 | 0.02% | 0.02% | 307 | -20 | -0.45% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,836 | 372 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,769 | 367 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,809 | 363 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Headlands Technologies LLC | History | No change | 4,691 | 361 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 4,025 | 360 | 0.14% | 0.14% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFG Advisors, Inc. | History | No change | 4,647 | 357 | 0.22% | 0.22% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laidlaw Wealth Management LLC | History | No change | 4,513 | 347 | 0.99% | 0.99% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 4,464 | 343 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluesphere Advisors LLC | History | No change | 3,806 | 322 | 0.1% | 0.09% | 316 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| True North Advisors, LLC | History | Reduced | 3,768 | 319 | 0.02% | 0.03% | 317 | -1 | -0.03% | Q3 2026 | Oct 22, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 3,750 | 317 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 4,100 | 315 | 0.54% | 0.54% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,079 | 313 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Index Technologies Group LLC | History | No change | 4,048 | 311 | 0.25% | 0.25% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,999 | 307 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Generation Capital Management LLC | History | No change | 4,000 | 307 | 0.19% | 0.19% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,000 | 307 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageGuard Financial Group, LLC | History | No change | 3,966 | 305 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Francis Financial, Inc. | History | No change | 3,938 | 303 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 3,560 | 301 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NOMURA HOLDINGS INC | History | No change | 3,900 | 300 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 3,904 | 300 | 0.2% | 0.2% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 3,540 | 299 | 0.23% | 0.23% | 330 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | New | 3,613 | 297 | 0.01% | — | 332 | +3,613 | New | Q3 2026 | Nov 03, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,514 | 297 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Verdence Capital Advisors LLC | History | New | 3,496 | 296 | 0.01% | — | 335 | +3,496 | New | Q3 2026 | Oct 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,851 | 296 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First PREMIER Bank | History | No change | 3,500 | 296 | 0.05% | 0.04% | 334 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,488 | 295 | 0.01% | 0.01% | 337 | -857 | -19.72% | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 3,844 | 295 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,813 | 293 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 3,800 | 292 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 3,440 | 291 | 0.0% | 0.0% | 340 | -18,839 | -84.56% | Q3 2026 | Oct 29, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 3,417 | 289 | 0.03% | 0.07% | 341 | -6,672 | -66.13% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,734 | 287 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 3,385 | 286 | 0.1% | 0.14% | 343 | -2,160 | -38.95% | Q3 2026 | Oct 20, 2026 |
| Castleview Partners, LLC | History | Added to | 3,345 | 283 | 0.12% | 0.1% | 344 | +326 | 10.8% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,326 | 281 | 0.0% | — | 346 | +3,326 | New | Q3 2026 | Oct 23, 2026 |
| SYON CAPITAL LLC | History | No change | 3,651 | 281 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,562 | 274 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,447 | 265 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 3,438 | 264 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,100 | 262 | 0.03% | 0.02% | 350 | +124 | 4.17% | Q3 2026 | Oct 19, 2026 |
| Spire Wealth Management | History | Added to | 3,077 | 260 | 0.01% | 0.01% | 351 | +125 | 4.23% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,379 | 260 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,355 | 258 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,360 | 258 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Core Wealth Partners LLC | History | Added to | 3,040 | 257 | 0.11% | 0.1% | 357 | +12 | 0.4% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,339 | 257 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,350 | 257 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,290 | 253 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,969 | 251 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 3,241 | 249 | 0.1% | 0.1% | 360 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,925 | 247 | 0.06% | 0.06% | 361 | -20 | -0.68% | Q3 2026 | Oct 20, 2026 |
| Quartz Partners, LLC | History | New | 2,914 | 246 | 0.07% | — | 363 | +2,914 | New | Q3 2026 | Nov 03, 2026 |
| Everest Financial Group LLC | History | No change | 3,200 | 246 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 2,892 | 244 | 0.09% | 0.08% | 364 | +178 | 6.56% | Q3 2026 | Oct 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,141 | 241 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 2,800 | 237 | 0.03% | 0.01% | 367 | +1,800 | 180.0% | Q3 2026 | Oct 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,807 | 237 | 0.01% | 0.01% | 366 | -110 | -3.77% | Q3 2026 | Oct 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 2,788 | 236 | 0.02% | 0.02% | 368 | -281 | -9.16% | Q3 2026 | Oct 14, 2026 |
| Berman McAleer LLC | History | No change | 2,775 | 235 | 0.03% | 0.02% | 369 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,019 | 232 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 2,733 | 231 | 0.04% | — | 371 | +2,733 | New | Q3 2026 | Oct 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,826 | 228 | 0.0% | 0.0% | 373 | +38 | 1.36% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,826 | 228 | 0.0% | 0.0% | 374 | +38 | 1.36% | Q3 2026 | Oct 20, 2026 |
| Lido Advisors, LLC | History | No change | 2,962 | 228 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,938 | 226 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 2,925 | 225 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STG SECURITIES, LLC | History | No change | 2,900 | 223 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 2,908 | 223 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 2,887 | 222 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | Reduced | 2,618 | 221 | 0.1% | 0.09% | 380 | -18 | -0.68% | Q3 2026 | Oct 19, 2026 |
| GC Wealth Management RIA, LLC | History | New | 2,569 | 217 | 0.01% | — | 381 | +2,569 | New | Q3 2026 | Nov 02, 2026 |
| COMMERCE BANK | History | No change | 2,755 | 212 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,501 | 211 | 0.0% | — | 383 | +2,501 | New | Q3 2026 | Oct 08, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,692 | 207 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,650 | 204 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,375 | 201 | 0.0% | — | 386 | +2,375 | New | Q3 2026 | Oct 15, 2026 |
| Bay Rivers Group | History | No change | 2,600 | 200 | 0.07% | 0.07% | 387 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 2,528 | 194 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,449 | 188 | 0.08% | 0.08% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 2,114 | 179 | 0.01% | — | 390 | +2,114 | New | Q3 2026 | Nov 03, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 2,000 | 169 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CENTRAL TRUST Co | History | No change | 2,192 | 168 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | No change | 2,056 | 158 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,983 | 152 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 1,967 | 151 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,853 | 142 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,800 | 138 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,718 | 132 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,175 | 99 | 0.0% | 0.0% | 399 | +310 | 35.84% | Q3 2026 | Oct 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 98,159 | 98 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,119 | 94 | 0.0% | 0.0% | 401 | +10 | 0.9% | Q3 2026 | Nov 03, 2026 |
| Latitude Advisors, LLC | History | New | 1,085 | 91 | 0.03% | — | 402 | +1,085 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,179 | 90 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,040 | 88 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,036 | 87 | 0.01% | 0.0% | 405 | +636 | 159.0% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,062 | 81 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WORMSER FRERES GESTION | History | No change | 926 | 78 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,006 | 77 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 997 | 76 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 76 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 850 | 71 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 809 | 68 | 0.02% | 0.03% | 412 | -729 | -47.4% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Added to | 704 | 59 | 0.0% | 0.0% | 413 | +653 | 1280.39% | Q3 2026 | Oct 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 734 | 56 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 700 | 54 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 700 | 53 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 629 | 48 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 606 | 47 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 550 | 46 | 0.0% | — | 420 | +550 | New | Q3 2026 | Oct 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 609 | 46 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 573 | 44 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Polaris Financial Partners | History | New | 507 | 43 | 0.02% | — | 422 | +507 | New | Q3 2026 | Oct 02, 2026 |
| Larson Financial Group LLC | History | No change | 548 | 42 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 42 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Sage Mountain Advisors LLC | History | No change | 485 | 41 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Forum Finance Group S.A. | History | No change | 630 | 39 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 450 | 38 | 0.0% | 0.0% | 427 | +53 | 13.35% | Q3 2026 | Oct 26, 2026 |
| Manchester Capital Management LLC | History | No change | 450 | 38 | 0.01% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ALLIANZ SE | History | No change | 488 | 37 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 472 | 36 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 462 | 35 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 440 | 34 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Regatta Research & Money Management | History | No change | 451 | 34 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 383 | 32 | 0.0% | 0.0% | 435 | +354 | 1220.69% | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 388 | 32 | 0.01% | 0.01% | 436 | +5 | 1.31% | Q3 2026 | Oct 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 388 | 32 | 0.0% | 0.0% | 434 | -1 | -0.26% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 356 | 30 | 0.0% | 0.0% | 437 | +56 | 18.67% | Q3 2026 | Oct 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 349 | 29 | 0.0% | 0.0% | 438 | +1 | 0.29% | Q3 2026 | Nov 02, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 338 | 28 | 0.02% | 0.01% | 439 | +31 | 10.1% | Q3 2026 | Oct 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 303 | 25 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Groupe la Francaise | History | No change | 385 | 25 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Essential Partners LLC | History | No change | 300 | 25 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 283 | 23 | 0.0% | — | 443 | +283 | New | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 264 | 22 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 274 | 21 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 228 | 19 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 212 | 17 | 0.0% | 0.01% | 450 | -5,700 | -96.41% | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 230 | 17 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TSFG, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 225 | 17 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Berbice Capital Management LLC | History | New | 200 | 16 | 0.01% | — | 453 | +200 | New | Q3 2026 | Oct 13, 2026 |
| Avion Wealth | History | No change | 200 | 16 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 216 | 16 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Harborfront Financial Group LLC | History | No change | 196 | 15 | 0.06% | 0.06% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 173 | 14 | 0.0% | — | 458 | +173 | New | Q3 2026 | Oct 15, 2026 |
| Winch Advisory Services, LLC | History | No change | 192 | 14 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 182 | 14 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 179 | 13 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 156 | 12 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 159 | 12 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WHITTIER TRUST CO | History | No change | 150 | 11 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 145 | 11 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Register Financial Advisors LLC | History | No change | 136 | 11 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Balance Wealth Partners LLC | History | New | 122 | 10 | 0.0% | — | 466 | +122 | New | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 128 | 10 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 107 | 9 | 0.0% | — | 471 | +107 | New | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 116 | 9 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | No change | 123 | 9 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 110 | 9 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NFSG Corp | History | Reduced | 100 | 8 | 0.0% | 0.0% | 472 | -100 | -50.0% | Q3 2026 | Oct 15, 2026 |
| McCarley & Cook Financial Planners | History | New | 100 | 8 | 0.01% | — | 474 | +100 | New | Q3 2026 | Oct 21, 2026 |
| Vision Retirement, LLC | History | No change | 116 | 8 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Richardson Capital Management LLC | History | New | 81 | 6 | 0.0% | — | 481 | +81 | New | Q3 2026 | Oct 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 75 | 6 | 0.0% | 0.0% | 480 | -10 | -11.76% | Q3 2026 | Oct 20, 2026 |
| ADIRONDACK TRUST CO | History | No change | 71 | 6 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 78 | 6 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RMG Wealth Management LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 57 | 4 | 0.0% | — | 489 | +57 | New | Q3 2026 | Oct 27, 2026 |
| Birch Capital Management, LLC | History | New | 50 | 4 | 0.0% | — | 487 | +50 | New | Q3 2026 | Oct 27, 2026 |
| Compass Wealth Management LLC | History | New | 50 | 4 | 0.0% | — | 488 | +50 | New | Q3 2026 | Oct 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 62 | 4 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 46 | 3 | 0.0% | — | 493 | +46 | New | Q3 2026 | Oct 26, 2026 |
| Asset Dedication, LLC | History | New | 46 | 3 | 0.0% | — | 494 | +46 | New | Q3 2026 | Nov 02, 2026 |
| Advisors Preferred, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 44 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthCollab, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | New | 32 | 2 | 0.0% | — | 498 | +32 | New | Q3 2026 | Oct 30, 2026 |
| Signature Equity Partners, LLC | History | New | 25 | 2 | 0.0% | — | 499 | +25 | New | Q3 2026 | Oct 29, 2026 |
| Main Street Group, LTD | History | Reduced | 25 | 2 | 0.0% | 0.0% | 497 | -5 | -16.67% | Q3 2026 | Oct 28, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 26 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| SWAN Capital LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | New | 23 | 1 | 0.0% | — | 507 | +23 | New | Q3 2026 | Oct 30, 2026 |
| Laurel Wealth Advisors LLC | History | New | 16 | 1 | 0.0% | — | 506 | +16 | New | Q3 2026 | Oct 27, 2026 |
| Bangor Savings Bank | History | Added to | 12 | 1 | 0.0% | — | 501 | +6 | 100.0% | Q3 2026 | Oct 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 23 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Glaxis Capital Management, LLC | History | Closed out | 0 | 0 | — | 6.79% | — | -43,890 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.5% | — | -14,423 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,460 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Elevate Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,858 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Box Hill Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -4,768 | -100.0% | Q3 2026 | Oct 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,739 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,460 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Waycross Investment Management Co | History | Closed out | 0 | 0 | — | 0.19% | — | -3,298 | -100.0% | Q3 2026 | Oct 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,284 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Ameliora Wealth Management Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,250 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,733 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,415 | -100.0% | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,252 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -644 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Oct 28, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Newton One Investments LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eukles Asset Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CVA Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |