Global X Funds - DTCR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 7,148,309 | 217,523 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,985,671 | 212,154 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,352,569 | 132,187 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,254,514 | 98,839 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,986,027 | 60,315 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,912,403 | 58,079 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,008,501 | 30,628 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 1,118,925 | 30,367 | 3.5% | 3.98% | 8 | -15,284 | -1.35% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 989,823 | 30,060 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 720,560 | 21,871 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 685,685 | 20,824 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 656,480 | 19,937 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 646,223 | 19,625 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 592,881 | 18,005 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 591,486 | 17,963 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 552,963 | 16,793 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 552,664 | 14,999 | 2.75% | 3.23% | 17 | -4,898 | -0.88% | Q3 2026 | Oct 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 486,874 | 14,786 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 469,474 | 14,261 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maniro Ltd | History | No change | 449,926 | 13,664 | 3.07% | 3.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 419,189 | 12,730 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 381,561 | 11,588 | 1.27% | 1.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 343,529 | 10,432 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 404,152 | 10,419 | 1.06% | 1.62% | 24 | -113,004 | -21.85% | Q3 2026 | Oct 19, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 338,403 | 9,248 | 2.43% | 2.94% | 25 | -15,793 | -4.46% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 304,175 | 9,237 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 303,259 | 8,230 | 0.02% | 0.01% | 27 | +116,829 | 62.67% | Q3 2026 | Nov 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 277,000 | 7,517 | 0.01% | 0.01% | 28 | +34,000 | 13.99% | Q3 2026 | Oct 28, 2026 |
| POTENTIA WEALTH | History | No change | 191,323 | 5,810 | 2.38% | 2.38% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 173,881 | 5,280 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | Added to | 192,703 | 5,229 | 0.51% | 0.55% | 31 | +9,576 | 5.23% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 171,988 | 5,223 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 186,949 | 5,073 | 0.01% | 0.01% | 33 | +26,809 | 16.74% | Q3 2026 | Nov 02, 2026 |
| Financial Freedom, LLC | History | No change | 166,382 | 5,053 | 2.32% | 2.32% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| S. R. Schill & Associates | History | Added to | 183,501 | 4,980 | 3.12% | 3.34% | 35 | +1,443 | 0.79% | Q3 2026 | Oct 20, 2026 |
| Kovack Advisors, Inc. | History | No change | 159,448 | 4,703 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 171,724 | 4,660 | 0.23% | 0.18% | 37 | +50,578 | 41.75% | Q3 2026 | Oct 14, 2026 |
| Mutual Advisors, LLC | History | No change | 148,933 | 4,523 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 148,947 | 4,523 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 131,450 | 3,992 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 142,444 | 3,865 | 0.01% | 0.01% | 41 | -352 | -0.25% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 123,463 | 3,749 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 121,407 | 3,687 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 120,097 | 3,647 | 0.86% | 0.86% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 131,794 | 3,577 | 0.02% | 0.03% | 45 | -28,138 | -17.59% | Q3 2026 | Oct 26, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 116,462 | 3,536 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 129,157 | 3,505 | 0.06% | 0.08% | 47 | -12,527 | -8.84% | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 110,272 | 3,348 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 104,263 | 3,166 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 115,889 | 3,145 | 0.12% | 0.16% | 50 | +19,563 | 20.31% | Q3 2026 | Oct 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 111,470 | 3,025 | 0.31% | 0.32% | 51 | +6,410 | 6.1% | Q3 2026 | Oct 27, 2026 |
| Great Diamond Partners, LLC | History | Added to | 109,592 | 2,974 | 0.5% | 0.56% | 52 | +2,882 | 2.7% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 96,198 | 2,921 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Banco Santander, S.A. | History | No change | 88,227 | 2,679 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wiser Advisor Group LLC | History | No change | 86,041 | 2,613 | 2.86% | 2.86% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 79,872 | 2,425 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 79,299 | 2,408 | 0.72% | 0.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 84,267 | 2,388 | 1.24% | 1.24% | 58 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Paller Financial Services Inc | History | Added to | 85,738 | 2,326 | 1.79% | 1.9% | 59 | +1,998 | 2.39% | Q3 2026 | Oct 09, 2026 |
| Ciovacco Capital Management LLC | History | No change | 74,854 | 2,273 | 1.01% | 1.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 73,383 | 2,228 | 0.69% | 0.69% | 61 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 73,338 | 2,227 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Private Wealth Management LLC | History | No change | 70,466 | 2,140 | 1.87% | 1.87% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | New | 77,371 | 2,099 | 0.59% | — | 64 | +77,371 | New | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 68,462 | 2,079 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 66,082 | 2,006 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 65,748 | 1,997 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 72,688 | 1,973 | 0.12% | — | 68 | +72,688 | New | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 64,150 | 1,948 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| World Investment Advisors | History | No change | 80,874 | 1,937 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 71,361 | 1,936 | 0.03% | 0.04% | 71 | +2,374 | 3.44% | Q3 2026 | Oct 21, 2026 |
| Brookstone Capital Management | History | Added to | 70,000 | 1,899 | 0.02% | 0.02% | 72 | +11,880 | 20.44% | Q3 2026 | Oct 22, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 68,718 | 1,865 | 0.55% | 0.65% | 73 | -800 | -1.15% | Q3 2026 | Oct 29, 2026 |
| Lido Advisors, LLC | History | No change | 60,115 | 1,829 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diametric Capital, LP | History | No change | 60,000 | 1,822 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 57,309 | 1,740 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Capital Management, LLC | History | Reduced | 63,085 | 1,712 | 0.65% | 1.0% | 77 | -21,005 | -24.98% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Added to | 62,694 | 1,701 | 0.0% | 0.0% | 78 | +456 | 0.73% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 55,426 | 1,683 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 54,910 | 1,667 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 60,737 | 1,648 | 0.51% | — | 81 | +60,737 | New | Q3 2026 | Oct 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 52,998 | 1,609 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 58,779 | 1,595 | 0.02% | 0.02% | 83 | +8,379 | 16.63% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,649 | 1,568 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 51,399 | 1,560 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 54,738 | 1,485 | 0.05% | 0.05% | 86 | -4,444 | -7.51% | Q3 2026 | Oct 27, 2026 |
| Elequin Capital, LP | History | No change | 47,347 | 1,437 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 52,479 | 1,424 | 0.79% | 0.81% | 88 | +4,735 | 9.92% | Q3 2026 | Oct 13, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 51,943 | 1,409 | 0.43% | 0.54% | 89 | -1,085 | -2.05% | Q3 2026 | Nov 02, 2026 |
| Advyzon Investment Management, LLC | History | No change | 46,258 | 1,404 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,652 | 1,401 | 0.01% | 0.01% | 91 | +4,198 | 8.85% | Q3 2026 | Oct 16, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 51,614 | 1,400 | 0.34% | 0.42% | 92 | -5,842 | -10.17% | Q3 2026 | Oct 13, 2026 |
| Dakota Wealth Management | History | No change | 46,072 | 1,399 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 50,793 | 1,378 | 0.43% | 0.5% | 94 | -588 | -1.14% | Q3 2026 | Oct 13, 2026 |
| Visionary Wealth Advisors | History | No change | 44,804 | 1,360 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 49,256 | 1,336 | 1.6% | 1.52% | 96 | +10,446 | 26.92% | Q3 2026 | Nov 03, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 48,017 | 1,303 | 0.76% | 0.96% | 97 | -1,937 | -3.88% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 42,184 | 1,281 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| High Point Wealth Management, LLC | History | No change | 41,558 | 1,262 | 1.03% | 1.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 46,382 | 1,258 | 0.01% | 0.07% | 100 | -251,009 | -84.4% | Q3 2026 | Oct 08, 2026 |
| Copia Wealth Management | History | No change | 40,845 | 1,240 | 0.74% | 0.74% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Curran Financial Partners, LLC | History | No change | 39,788 | 1,208 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fort Point Capital Partners LLC | History | No change | 37,186 | 1,133 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 36,317 | 1,102 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 36,172 | 1,098 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,175 | 1,063 | 0.01% | 0.03% | 106 | -30,945 | -44.13% | Q3 2026 | Nov 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 39,078 | 1,060 | 0.09% | 0.1% | 107 | +2,032 | 5.49% | Q3 2026 | Oct 16, 2026 |
| Sonoma Private Wealth LLC | History | No change | 34,688 | 1,053 | 1.13% | 1.13% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VVR Holdings LLC | History | New | 38,746 | 1,051 | 0.43% | — | 109 | +38,746 | New | Q3 2026 | Oct 19, 2026 |
| Western Wealth Management, LLC | History | No change | 34,489 | 1,047 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 33,933 | 1,030 | 0.33% | 0.33% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 32,761 | 994 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,632 | 991 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 36,348 | 986 | 0.6% | 0.79% | 114 | -8,282 | -18.56% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 32,588 | 884 | 0.03% | 0.03% | 115 | -220 | -0.67% | Q3 2026 | Oct 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 28,546 | 866 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 28,440 | 864 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 26,817 | 814 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 26,709 | 811 | 0.23% | 0.23% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 26,518 | 805 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 29,499 | 800 | 0.19% | — | 121 | +29,499 | New | Q3 2026 | Oct 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 28,902 | 784 | 0.1% | 0.05% | 122 | +15,685 | 118.67% | Q3 2026 | Oct 16, 2026 |
| Signature Equity Partners, LLC | History | Added to | 28,466 | 772 | 0.27% | 0.0% | 123 | +28,348 | 24023.73% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 25,309 | 769 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Greenline Wealth Management LLC | History | No change | 25,336 | 769 | 0.63% | 0.63% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 24,329 | 738 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 26,864 | 729 | 0.04% | 0.05% | 127 | -939 | -3.38% | Q3 2026 | Oct 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22,921 | 696 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 22,879 | 694 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 25,476 | 691 | 0.07% | 0.08% | 130 | -328 | -1.27% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,502 | 683 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 22,299 | 677 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,242 | 645 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 23,519 | 638 | 0.06% | 0.07% | 134 | +286 | 1.23% | Q3 2026 | Oct 19, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 21,011 | 638 | 0.99% | 0.99% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 20,963 | 636 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 20,781 | 631 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 22,955 | 623 | 0.36% | 0.34% | 138 | +3,855 | 20.18% | Q3 2026 | Nov 03, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 20,473 | 621 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 22,638 | 614 | 0.06% | 0.03% | 140 | +11,590 | 104.91% | Q3 2026 | Oct 27, 2026 |
| Mariner, LLC | History | No change | 20,061 | 609 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 20,010 | 607 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,904 | 594 | 0.01% | 0.01% | 143 | -45 | -0.21% | Q3 2026 | Oct 16, 2026 |
| ALTFEST L J & CO INC | History | No change | 21,377 | 580 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,091 | 579 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sigma Planning Corp | History | Reduced | 21,222 | 575 | 0.01% | 0.02% | 146 | -5,645 | -21.01% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,053 | 548 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 20,150 | 546 | 0.04% | 0.05% | 148 | -5,100 | -20.2% | Q3 2026 | Oct 13, 2026 |
| First International Bank of Israel Ltd. | History | No change | 17,773 | 539 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 17,721 | 538 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 17,643 | 536 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 19,364 | 525 | 0.35% | 0.4% | 152 | -1,241 | -6.02% | Q3 2026 | Oct 30, 2026 |
| Mission Financial Group, LLC | History | New | 19,172 | 520 | 0.41% | — | 153 | +19,172 | New | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 19,752 | 519 | 0.02% | 0.02% | 154 | +5,847 | 42.05% | Q3 2026 | Oct 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,572 | 503 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 16,553 | 502 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 16,305 | 495 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 18,076 | 490 | 0.14% | 0.14% | 158 | +1,041 | 6.11% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 17,903 | 484 | 0.03% | 0.03% | 159 | +758 | 4.42% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,664 | 475 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 15,672 | 475 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 17,398 | 472 | 0.01% | 0.02% | 162 | -982 | -5.34% | Q3 2026 | Oct 29, 2026 |
| Financial Partners Group, Inc | History | Reduced | 16,599 | 450 | 0.05% | 0.06% | 163 | -1,598 | -8.78% | Q3 2026 | Oct 19, 2026 |
| Klingman & Associates, LLC | History | No change | 16,414 | 445 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 16,119 | 437 | 0.12% | 0.08% | 165 | +6,456 | 66.81% | Q3 2026 | Oct 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,307 | 434 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,190 | 430 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 15,524 | 421 | 0.01% | 0.01% | 168 | -1,022 | -6.18% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 13,851 | 420 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 13,744 | 417 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,721 | 416 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 13,695 | 415 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 13,370 | 407 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 12,877 | 391 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APS Management Group, Inc. | History | Reduced | 14,357 | 389 | 0.28% | 0.45% | 175 | -5,046 | -26.01% | Q3 2026 | Oct 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 14,141 | 383 | 0.21% | 0.22% | 176 | +1,373 | 10.75% | Q3 2026 | Oct 08, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 12,472 | 378 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 13,702 | 371 | 0.07% | 0.07% | 178 | +868 | 6.76% | Q3 2026 | Oct 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,142 | 368 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacies Wealth LLC | History | No change | 13,518 | 366 | 0.2% | 0.22% | 180 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GeoWealth Management, LLC | History | No change | 11,881 | 360 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | Reduced | 13,224 | 358 | 0.01% | 0.01% | 182 | -1,549 | -10.49% | Q3 2026 | Oct 30, 2026 |
| TRUE Private Wealth Advisors | History | New | 12,857 | 348 | 0.03% | — | 183 | +12,857 | New | Q3 2026 | Oct 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,809 | 347 | 0.0% | 0.0% | 184 | +1,430 | 12.57% | Q3 2026 | Oct 30, 2026 |
| MWA Asset Management | History | No change | 11,318 | 343 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 11,274 | 342 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12,485 | 338 | 0.01% | 0.02% | 188 | -11,141 | -47.16% | Q3 2026 | Oct 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,155 | 338 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,023 | 326 | 0.15% | 0.18% | 189 | +3 | 0.02% | Q3 2026 | Oct 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,732 | 325 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,886 | 322 | 0.29% | 0.22% | 191 | +2,482 | 26.39% | Q3 2026 | Oct 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,550 | 320 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 10,077 | 306 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,968 | 297 | 0.0% | 0.0% | 194 | +131 | 1.21% | Q3 2026 | Oct 13, 2026 |
| J. Mark Nickell & Co. | History | No change | 9,699 | 294 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kropog Financial Group, LLC | History | No change | 9,565 | 290 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 10,391 | 282 | 0.14% | 0.18% | 197 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,218 | 279 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlTi Global, Inc. | History | No change | 9,147 | 278 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 9,087 | 276 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 9,041 | 274 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,032 | 272 | 0.01% | 0.01% | 202 | +625 | 6.64% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 8,795 | 267 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,663 | 263 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 8,656 | 262 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IMC-Chicago, LLC | History | No change | 8,556 | 259 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,488 | 257 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,410 | 255 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,340 | 253 | 0.0% | 0.0% | 209 | -499 | -5.07% | Q3 2026 | Nov 03, 2026 |
| Sowell Financial Services LLC | History | New | 9,148 | 248 | 0.01% | — | 210 | +9,148 | New | Q3 2026 | Oct 23, 2026 |
| Core Wealth Partners LLC | History | Added to | 9,062 | 245 | 0.1% | 0.1% | 211 | +957 | 11.81% | Q3 2026 | Oct 30, 2026 |
| GWN SECURITIES INC. | History | No change | 7,958 | 241 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 8,868 | 240 | 0.04% | 0.04% | 213 | +21 | 0.24% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,782 | 238 | 0.0% | 0.02% | 214 | -23,382 | -72.7% | Q3 2026 | Oct 22, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 8,767 | 237 | 0.12% | 0.12% | 216 | +1,113 | 14.54% | Q3 2026 | Oct 29, 2026 |
| Everstar Asset Management, LLC | History | No change | 7,831 | 237 | 0.11% | 0.11% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 8,634 | 234 | 0.13% | 0.16% | 217 | -1 | -0.01% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | New | 8,440 | 230 | 0.01% | — | 218 | +8,440 | New | Q3 2026 | Nov 03, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 7,415 | 225 | 0.15% | 0.15% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,278 | 224 | 0.01% | 0.01% | 220 | -169 | -2.0% | Q3 2026 | Oct 26, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,405 | 224 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 7,211 | 219 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | New | 8,050 | 218 | 0.0% | — | 223 | +8,050 | New | Q3 2026 | Oct 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 8,028 | 217 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Chris Bulman Inc | History | New | 7,598 | 206 | 0.07% | — | 225 | +7,598 | New | Q3 2026 | Oct 20, 2026 |
| Magnus Financial Group LLC | History | New | 7,500 | 203 | 0.01% | — | 226 | +7,500 | New | Q3 2026 | Oct 21, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 7,397 | 200 | 0.01% | — | 227 | +7,397 | New | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,249 | 196 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,942 | 180 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 4,385 | 133 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 5,365 | 132 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,084 | 124 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,924 | 119 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,318 | 117 | 0.0% | 0.0% | 234 | +28 | 0.65% | Q3 2026 | Nov 02, 2026 |
| Persistent Asset Partners Ltd | History | No change | 3,689 | 112 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,509 | 106 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | No change | 3,854 | 104 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,369 | 102 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 3,230 | 98 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,256 | 98 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 3,386 | 96 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 2,892 | 87 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 3,000 | 81 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CENTRAL TRUST Co | History | No change | 2,494 | 75 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GK Wealth Management LLC | History | New | 2,719 | 73 | 0.04% | — | 245 | +2,719 | New | Q3 2026 | Oct 09, 2026 |
| IFG Advisory, LLC | History | No change | 2,323 | 70 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,553 | 69 | 0.0% | 0.0% | 247 | +2,000 | 361.66% | Q3 2026 | Oct 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 2,445 | 66 | 0.03% | — | 248 | +2,445 | New | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,421 | 65 | 0.0% | 0.0% | 249 | +25 | 1.04% | Q3 2026 | Oct 26, 2026 |
| Glassman Wealth Services | History | No change | 2,136 | 64 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,233 | 60 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,913 | 58 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,784 | 54 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BFC Planning, Inc. | History | No change | 1,777 | 53 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,600 | 48 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 1,797 | 48 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ancora Advisors LLC | History | No change | 1,295 | 39 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 1,381 | 37 | 0.0% | — | 258 | +1,381 | New | Q3 2026 | Oct 21, 2026 |
| Axiom Investment Management LLC | History | New | 1,250 | 33 | 0.03% | — | 260 | +1,250 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,104 | 33 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,125 | 30 | 0.02% | 0.04% | 261 | -948 | -45.73% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 900 | 27 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 900 | 27 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | New | 917 | 24 | 0.0% | — | 266 | +917 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 891 | 24 | 0.0% | 0.0% | 265 | +674 | 310.6% | Q3 2026 | Nov 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 810 | 24 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Portfolio Management LLC | History | No change | 775 | 23 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Index Technologies Group LLC | History | No change | 775 | 23 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 818 | 22 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 750 | 22 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | No change | 801 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | Added to | 769 | 20 | 0.0% | 0.0% | 274 | +73 | 10.49% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 688 | 20 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 685 | 20 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 659 | 17 | 0.0% | 0.0% | 275 | +2 | 0.3% | Q3 2026 | Nov 02, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 630 | 17 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Lavaca Capital LLC | History | No change | 557 | 16 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 520 | 15 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | New | 590 | 14 | 0.0% | — | 280 | +590 | New | Q3 2026 | Oct 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 405 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 341 | 10 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFS Partners, LLC | History | No change | 381 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Realta Investment Advisors | History | Reduced | 335 | 9 | 0.0% | 0.0% | 285 | -200 | -37.38% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 323 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 290 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 271 | 8 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 265 | 8 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 250 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 221 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 225 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Latitude Advisors, LLC | History | New | 216 | 5 | 0.0% | — | 295 | +216 | New | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 190 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SHP Wealth Management | History | No change | 165 | 5 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 165 | 5 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 155 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 126 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 79 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Financial Management Professionals, Inc. | History | No change | 95 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 72 | 1 | 0.0% | — | 305 | +72 | New | Q3 2026 | Oct 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 59 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WJ Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.9% | — | -242,154 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -17,008 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -8,436 | -100.0% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,973 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,389 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Elm3 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,932 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,671 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |