abrdn Precious Metals Basket ETF Trust - GLTR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 701,720 | 127,116 | 0.01% | 0.01% | 1 | +36,570 | 5.5% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 566,742 | 102,665 | 0.02% | 0.02% | 2 | +31,100 | 5.81% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 494,755 | 89,624 | 0.02% | 0.03% | 3 | +8,510 | 1.75% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 382,241 | 69,242 | 0.0% | 0.01% | 4 | -10,390 | -2.65% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 289,260 | 52,324 | 0.01% | 0.01% | 5 | +17,483 | 6.43% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 229,307 | 41,538 | 0.08% | 0.09% | 6 | +43,328 | 23.3% | Q2 2026 | Aug 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | New | 212,440 | 38,483 | 3.13% | — | 7 | +212,440 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 209,652 | 37,978 | 0.06% | 0.06% | 8 | +42,167 | 25.18% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 206,706 | 37,444 | 0.02% | 0.03% | 9 | +224 | 0.11% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 185,911 | 33,677 | 0.03% | 0.05% | 10 | -21,227 | -10.25% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 169,965 | 30,789 | 0.3% | 0.44% | 11 | -8,733 | -4.89% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 161,492 | 29,254 | 0.15% | 0.2% | 12 | -2,026 | -1.24% | Q2 2026 | Jul 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 129,390 | 23,438 | 4.97% | 6.7% | 13 | +1,001 | 0.78% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 109,537 | 20,243 | 0.03% | 0.04% | 14 | +11,869 | 12.15% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 85,849 | 15,552 | 0.03% | 0.03% | 15 | +17,810 | 26.18% | Q2 2026 | Aug 14, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 80,558 | 14,593 | 6.37% | 8.42% | 16 | -2,231 | -2.69% | Q2 2026 | Jul 06, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 79,819 | 14,459 | 3.83% | 5.29% | 17 | -4,314 | -5.13% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 79,751 | 14,446 | 0.38% | 0.58% | 18 | -3,242 | -3.91% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | Added to | 73,905 | 13,387 | 0.43% | 0.48% | 19 | +15,530 | 26.6% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 72,759 | 13,180 | 0.0% | 0.0% | 20 | -9,285 | -11.32% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,954 | 13,034 | 0.02% | 0.02% | 21 | +8,492 | 13.38% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 66,269 | 12,004 | 0.0% | 0.0% | 22 | -3,253 | -4.68% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,662 | 11,895 | 0.03% | 0.03% | 23 | +21,032 | 47.13% | Q2 2026 | Jul 27, 2026 |
| Peak Financial Management, Inc. | History | Added to | 62,781 | 11,372 | 2.61% | 3.43% | 24 | +924 | 1.49% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | Added to | 62,162 | 11,260 | 0.01% | 0.01% | 25 | +1,920 | 3.19% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | New | 61,866 | 11,207 | 0.05% | — | 26 | +61,866 | New | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,804 | 11,014 | 0.0% | 0.0% | 27 | +21,303 | 53.93% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 59,146 | 10,714 | 0.38% | — | 28 | +59,146 | New | Q2 2026 | Aug 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 56,682 | 10,267 | 0.76% | 0.91% | 29 | +2,856 | 5.31% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 48,896 | 8,857 | 0.04% | 0.05% | 30 | +2,622 | 5.67% | Q2 2026 | Jul 27, 2026 |
| Sound Stewardship, LLC | History | Added to | 48,878 | 8,854 | 3.65% | 4.86% | 31 | +329 | 0.68% | Q2 2026 | Jul 13, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 48,619 | 8,807 | 1.73% | 2.21% | 32 | +299 | 0.62% | Q2 2026 | Jul 30, 2026 |
| Courage Miller Partners, LLC | History | Added to | 45,792 | 8,295 | 2.19% | 2.79% | 33 | +659 | 1.46% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 45,685 | 8,275 | 0.0% | 0.0% | 34 | +12,373 | 37.14% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 44,421 | 8,046 | 0.13% | 0.32% | 35 | -1,142 | -2.51% | Q2 2026 | Jul 28, 2026 |
| Solitude Financial Services | History | Added to | 44,257 | 8,017 | 2.22% | 2.7% | 36 | +4,019 | 9.99% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,071 | 7,077 | 0.01% | 0.01% | 37 | +564 | 1.46% | Q2 2026 | Aug 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 35,820 | 6,488 | 0.01% | 0.01% | 38 | +13,000 | 56.97% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,352 | 6,273 | 0.0% | 0.0% | 39 | +5,651 | 19.69% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 33,477 | 6,064 | 0.0% | — | 40 | +33,477 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 32,827 | 5,946 | 0.19% | 0.26% | 41 | +553 | 1.71% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,926 | 5,783 | 0.01% | 0.01% | 42 | +9,083 | 39.76% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,819 | 5,763 | 0.01% | 0.01% | 43 | -961 | -2.93% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 30,736 | 5,567 | 0.18% | 0.24% | 44 | +1,261 | 4.28% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,672 | 5,193 | 0.06% | 0.08% | 45 | +533 | 1.89% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 28,274 | 5,122 | 0.0% | 0.0% | 46 | -2,962 | -9.48% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 27,933 | 5,059 | 2.0% | 3.97% | 47 | -10,861 | -28.0% | Q2 2026 | Aug 03, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 26,235 | 4,752 | 0.53% | 0.66% | 48 | +3,271 | 14.24% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Added to | 25,688 | 4,653 | 0.07% | 0.08% | 49 | +6,946 | 37.06% | Q2 2026 | Jul 15, 2026 |
| Castellan Group | History | Added to | 25,490 | 4,617 | 0.51% | 0.69% | 50 | +2,608 | 11.4% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 19,650 | 3,559 | 0.0% | 0.01% | 51 | -4,031 | -17.02% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 18,082 | 3,274 | 0.38% | 0.5% | 52 | +861 | 5.0% | Q2 2026 | Jul 27, 2026 |
| Oasis Advisors, LLC | History | Reduced | 17,569 | 3,182 | 2.06% | 0.9% | 53 | -442,451 | -96.18% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 17,426 | 3,156 | 0.03% | 0.04% | 54 | +646 | 3.85% | Q2 2026 | Aug 06, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 16,248 | 2,943 | 2.11% | 4.3% | 55 | -6,802 | -29.51% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,804 | 2,862 | 0.01% | 0.01% | 56 | +213 | 1.37% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,670 | 2,838 | 0.05% | 0.12% | 57 | -283 | -1.77% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 15,101 | 2,735 | 0.33% | 0.32% | 58 | +3,539 | 30.61% | Q2 2026 | Aug 04, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 15,007 | 2,718 | 0.61% | 0.82% | 59 | +442 | 3.03% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,924 | 2,703 | 0.01% | 0.01% | 60 | +4,346 | 41.09% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 14,873 | 2,694 | 0.0% | 0.0% | 61 | +191 | 1.3% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 14,498 | 2,625 | 0.01% | 0.01% | 62 | +3,308 | 29.56% | Q2 2026 | Jul 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 14,400 | 2,608 | 0.23% | 0.32% | 63 | +318 | 2.26% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | Added to | 14,116 | 2,557 | 0.03% | 0.03% | 64 | +3,218 | 29.53% | Q2 2026 | Jul 15, 2026 |
| Virtue Capital Management, LLC | History | New | 12,735 | 2,306 | 0.31% | — | 65 | +12,735 | New | Q2 2026 | Aug 05, 2026 |
| FLC Capital Advisors | History | Reduced | 12,333 | 2,234 | 0.36% | 0.49% | 66 | -200 | -1.6% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,019 | 2,177 | 0.01% | 0.02% | 67 | +710 | 6.28% | Q2 2026 | Sep 08, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 11,919 | 2,158 | 1.05% | 1.24% | 68 | +1,699 | 16.62% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,178 | 2,024 | 0.0% | 0.01% | 69 | -54,054 | -82.86% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,783 | 1,953 | 0.01% | 0.01% | 70 | +7,763 | 257.05% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,463 | 1,895 | 0.0% | 0.0% | 71 | +1,983 | 23.38% | Q2 2026 | Aug 19, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 10,404 | 1,884 | 0.07% | 0.02% | 72 | +9,004 | 643.14% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,381 | 1,880 | 0.04% | 0.03% | 73 | +4,138 | 66.28% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,291 | 1,864 | 0.04% | 0.05% | 74 | +2,527 | 32.55% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 9,823 | 1,779 | 0.03% | 0.04% | 75 | +538 | 5.79% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,335 | 1,691 | 0.01% | 0.02% | 76 | +8 | 0.09% | Q2 2026 | Jul 20, 2026 |
| Global Assets Advisory, LLC | History | New | 8,702 | 1,596 | 0.35% | — | 77 | +8,702 | New | Q2 2026 | Jul 27, 2026 |
| PALLADIEM, LLC | History | New | 8,112 | 1,469 | 1.43% | — | 78 | +8,112 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,092 | 1,465 | 0.02% | 0.03% | 79 | -30 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,927 | 1,435 | 0.0% | 0.01% | 80 | -1,932 | -19.6% | Q2 2026 | Jul 28, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 7,920 | 1,434 | 0.56% | 0.76% | 81 | -458 | -5.47% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,834 | 1,419 | 0.01% | 0.02% | 82 | +542 | 7.43% | Q2 2026 | Jul 17, 2026 |
| Genesis Financial Group, LLC | History | Added to | 7,815 | 1,415 | 0.92% | 0.89% | 83 | +1,391 | 21.65% | Q2 2026 | Aug 14, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 7,265 | 1,316 | 0.77% | 1.44% | 84 | -3,298 | -31.22% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Added to | 7,215 | 1,306 | 0.0% | 0.0% | 85 | +792 | 12.33% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 6,519 | 1,180 | 0.01% | 0.02% | 86 | -291 | -4.27% | Q2 2026 | Aug 12, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 6,209 | 1,124 | 0.07% | — | 87 | +6,209 | New | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,117 | 1,108 | 0.01% | 0.02% | 88 | -1,939 | -24.07% | Q2 2026 | Aug 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,959 | 1,079 | 0.01% | 0.02% | 89 | -1,581 | -20.97% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 5,405 | 979 | 0.01% | 0.01% | 90 | -820 | -13.17% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | No change | 5,145 | 932 | 0.03% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Advisors | History | Reduced | 5,081 | 920 | 0.05% | 0.5% | 92 | -41,673 | -89.13% | Q2 2026 | Jul 16, 2026 |
| Pines Wealth Management, LLC | History | Added to | 5,074 | 919 | 0.26% | 0.35% | 93 | +192 | 3.93% | Q2 2026 | Jul 22, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 5,062 | 916 | 0.41% | 0.58% | 94 | -8 | -0.16% | Q2 2026 | Jul 30, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,057 | 916 | 0.23% | 0.31% | 95 | -8 | -0.16% | Q2 2026 | Jul 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 4,941 | 895 | 0.21% | 1.28% | 96 | -20,958 | -80.92% | Q2 2026 | Jul 09, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 4,684 | 848 | 0.51% | 0.71% | 97 | -54 | -1.14% | Q2 2026 | Aug 07, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 4,674 | 846 | 0.22% | 0.3% | 98 | +69 | 1.5% | Q2 2026 | Aug 13, 2026 |
| VectorGlobal IAG, Inc. | History | No change | 3,853 | 842 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q1 2026 | Jun 30, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 4,498 | 814 | 0.07% | — | 100 | +4,498 | New | Q2 2026 | Jul 09, 2026 |
| EFG International AG | History | Reduced | 4,390 | 795 | 0.01% | 0.02% | 101 | -130 | -2.88% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,065 | 736 | 0.01% | 0.01% | 102 | -67 | -1.62% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 3,908 | 711 | 0.07% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 3,877 | 702 | 0.21% | 0.28% | 104 | +310 | 8.69% | Q2 2026 | Jul 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 3,780 | 684 | 0.59% | 0.83% | 105 | -95 | -2.45% | Q2 2026 | Jul 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 3,764 | 682 | 0.01% | 0.01% | 106 | +1 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,726 | 674 | 0.0% | 0.0% | 107 | +788 | 26.82% | Q2 2026 | Aug 13, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,300 | 597 | 0.4% | 0.52% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 3,286 | 595 | 0.19% | 0.3% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | Reduced | 3,273 | 592 | 0.0% | 0.0% | 110 | -416 | -11.28% | Q2 2026 | Aug 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,260 | 590 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,198 | 579 | 0.0% | 0.0% | 112 | +1,665 | 108.61% | Q2 2026 | Jul 27, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 3,161 | 572 | 0.18% | 0.38% | 113 | -1,896 | -37.49% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 3,146 | 569 | 0.0% | — | 114 | +3,146 | New | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,107 | 562 | 0.01% | 0.01% | 115 | -260 | -7.72% | Q2 2026 | Jul 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 3,063 | 554 | 0.21% | 0.32% | 116 | -375 | -10.91% | Q2 2026 | Jul 30, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 3,045 | 551 | 0.04% | 0.05% | 117 | +150 | 5.18% | Q2 2026 | Jul 21, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,035 | 549 | 0.05% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | Added to | 3,027 | 548 | 0.03% | 0.03% | 119 | +308 | 11.33% | Q2 2026 | Jul 23, 2026 |
| COMMERCE BANK | History | No change | 2,990 | 541 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Affirmative Financial Network | History | No change | 2,468 | 539 | 0.21% | 0.21% | 121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 2,854 | 517 | 0.02% | 0.1% | 122 | -11,113 | -79.57% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,788 | 509 | 0.01% | — | 124 | +2,788 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,788 | 509 | 0.01% | 0.01% | 123 | +452 | 19.35% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,798 | 506 | 0.0% | 0.0% | 125 | -109 | -3.75% | Q2 2026 | Aug 11, 2026 |
| West Branch Capital LLC | History | Reduced | 2,768 | 501 | 0.12% | 0.17% | 126 | -197 | -6.64% | Q2 2026 | Jul 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,731 | 494 | 0.0% | 0.0% | 127 | -862 | -23.99% | Q2 2026 | Aug 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,660 | 481 | 0.2% | 0.25% | 128 | +172 | 6.91% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,638 | 477 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 2,587 | 468 | 0.0% | 0.01% | 130 | +387 | 17.59% | Q2 2026 | Jul 28, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,587 | 468 | 0.35% | 0.42% | 131 | +387 | 17.59% | Q2 2026 | Aug 03, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 2,582 | 467 | 0.1% | 0.15% | 132 | -30 | -1.15% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,508 | 454 | 0.01% | 0.01% | 133 | +732 | 41.22% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,485 | 450 | 0.02% | 0.01% | 134 | +1,399 | 128.82% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,466 | 446 | 0.01% | 0.01% | 135 | -413 | -14.35% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,458 | 445 | 0.01% | 0.01% | 136 | +436 | 21.56% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Equity Management | History | No change | 2,425 | 439 | 0.32% | 0.51% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,400 | 434 | 0.02% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 2,369 | 429 | 0.29% | 0.42% | 139 | -377 | -13.73% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,367 | 428 | 0.01% | 0.02% | 140 | -1,819 | -43.45% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,362 | 427 | 0.01% | 0.01% | 141 | +337 | 16.64% | Q2 2026 | Jul 24, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,349 | 425 | 0.11% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,300 | 416 | 0.0% | 0.0% | 143 | +193 | 9.16% | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | No change | 2,200 | 398 | 0.03% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,141 | 387 | 0.15% | 0.2% | 145 | +120 | 5.94% | Q2 2026 | Aug 05, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 2,100 | 380 | 0.12% | 0.2% | 146 | -500 | -19.23% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,067 | 374 | 0.01% | 0.02% | 147 | +285 | 15.99% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,062 | 373 | 0.0% | 0.0% | 148 | -335 | -13.98% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 2,037 | 369 | 0.0% | — | 149 | +2,037 | New | Q2 2026 | Aug 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 2,010 | 364 | 0.05% | 0.09% | 150 | +2 | 0.1% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,959 | 354 | 0.02% | 0.03% | 151 | +62 | 3.27% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 1,928 | 349 | 0.11% | 0.16% | 152 | -111 | -5.44% | Q2 2026 | Aug 04, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,880 | 340 | 0.14% | 0.18% | 154 | +279 | 17.43% | Q2 2026 | Jul 24, 2026 |
| Security National Bank | History | No change | 1,882 | 340 | 0.04% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,861 | 337 | 0.0% | 0.0% | 155 | +63 | 3.5% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 1,843 | 333 | 0.02% | 0.03% | 156 | -481 | -20.7% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,734 | 314 | 0.01% | 0.01% | 157 | +101 | 6.18% | Q2 2026 | Aug 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,720 | 311 | 0.11% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | Added to | 1,706 | 309 | 0.0% | 0.0% | 160 | +551 | 47.71% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,706 | 309 | 0.0% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 1,687 | 305 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 1,661 | 300 | 0.04% | 0.06% | 163 | -175 | -9.53% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,661 | 300 | 0.01% | 0.01% | 162 | -77 | -4.43% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,653 | 299 | 0.0% | 0.0% | 164 | +184 | 12.53% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 1,337 | 292 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prepared Retirement Institute LLC | History | New | 1,611 | 291 | 0.12% | — | 166 | +1,611 | New | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,596 | 289 | 0.0% | 0.0% | 167 | +8 | 0.5% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 1,322 | 289 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,591 | 288 | 0.16% | 0.2% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Magnus Financial Group LLC | History | Reduced | 1,577 | 285 | 0.02% | 0.03% | 170 | -248 | -13.59% | Q2 2026 | Jul 09, 2026 |
| Argent Trust Co | History | No change | 1,558 | 282 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,284 | 280 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,540 | 278 | 0.04% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | Added to | 1,472 | 266 | 0.01% | 0.01% | 174 | +100 | 7.29% | Q2 2026 | Jul 23, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,457 | 263 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,419 | 257 | 0.01% | 0.02% | 176 | -56 | -3.8% | Q2 2026 | Jul 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,420 | 257 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,416 | 256 | 0.03% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,412 | 255 | 0.0% | 0.0% | 179 | -533 | -27.4% | Q2 2026 | Aug 17, 2026 |
| MATAURO, LLC | History | Reduced | 1,395 | 252 | 0.03% | 0.13% | 180 | -2,831 | -66.99% | Q2 2026 | Jul 21, 2026 |
| Advisory Resource Group | History | No change | 1,371 | 248 | 0.04% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 1,362 | 246 | 0.01% | — | 182 | +1,362 | New | Q2 2026 | Jul 21, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 1,337 | 242 | 0.08% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,334 | 241 | 0.0% | 0.0% | 184 | +412 | 44.69% | Q2 2026 | Aug 05, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,322 | 239 | 0.02% | 0.02% | 185 | -8 | -0.6% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 1,083 | 236 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,295 | 233 | 0.0% | 0.0% | 187 | +1,078 | 496.77% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,289 | 233 | 0.0% | 0.0% | 188 | -43 | -3.23% | Q2 2026 | Aug 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,222 | 221 | 0.01% | 0.01% | 189 | +43 | 3.65% | Q2 2026 | Jul 02, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 1,208 | 218 | 0.03% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,203 | 217 | 0.0% | 0.0% | 191 | -40 | -3.22% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 1,179 | 213 | 0.0% | 0.0% | 192 | +11 | 0.94% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 1,088 | 207 | 0.01% | — | 195 | +1,088 | New | Q2 2026 | Aug 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 1,143 | 207 | 0.02% | 0.03% | 193 | -60 | -4.99% | Q2 2026 | Jul 31, 2026 |
| BLVD Private Wealth, LLC | History | No change | 1,146 | 207 | 0.15% | 0.22% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 1,139 | 206 | 0.03% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Family Investment Center, Inc. | History | Added to | 1,134 | 205 | 0.03% | 0.05% | 197 | +37 | 3.37% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,118 | 202 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,108 | 200 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,044 | 189 | 0.01% | 0.01% | 200 | +267 | 34.36% | Q2 2026 | Jul 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 930 | 168 | 0.0% | 0.0% | 201 | +50 | 5.68% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 802 | 145 | 0.03% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 786 | 142 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 754 | 136 | 0.0% | — | 204 | +754 | New | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 740 | 134 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 728 | 131 | 0.05% | 0.09% | 206 | -272 | -27.2% | Q2 2026 | Jul 23, 2026 |
| Friedenthal Financial | History | No change | 687 | 124 | 0.06% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colonial Trust Co / SC | History | No change | 601 | 108 | 0.01% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 570 | 103 | 0.0% | 0.0% | 209 | -3 | -0.52% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 565 | 102 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Reduced | 486 | 87 | 0.0% | 0.0% | 211 | -56 | -10.33% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 468 | 86 | 0.0% | 0.0% | 212 | -11 | -2.3% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 431 | 78 | 0.0% | 0.0% | 213 | -100 | -18.83% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 400 | 72 | 0.01% | 0.01% | 214 | +58 | 16.96% | Q2 2026 | Jul 22, 2026 |
| First Bancorp, Inc /ME/ | History | New | 391 | 70 | 0.03% | — | 216 | +391 | New | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 388 | 70 | 0.0% | 0.0% | 215 | -250 | -39.18% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | New | 317 | 57 | 0.0% | — | 218 | +317 | New | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 315 | 57 | 0.06% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 253 | 45 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GGM Financial LLC | History | No change | 227 | 41 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 220 | 39 | 0.0% | 0.0% | 221 | -528 | -70.59% | Q2 2026 | Aug 11, 2026 |
| Costello Asset Management, INC | History | No change | 215 | 38 | 0.01% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 197 | 36 | 0.0% | 0.0% | 224 | +47 | 31.33% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 36 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 36 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 200 | 36 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seneschal Advisors, LLC | History | Added to | 193 | 34 | 0.02% | 0.03% | 227 | +25 | 14.88% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 168 | 30 | 0.0% | 0.0% | 228 | +26 | 18.31% | Q2 2026 | Jul 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 165 | 29 | 0.01% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 150 | 27 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Markowski Investments | History | New | 143 | 25 | 0.01% | — | 231 | +143 | New | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 130 | 23 | 0.01% | 0.17% | 233 | -991 | -88.4% | Q2 2026 | Aug 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 130 | 23 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 113 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 115 | 20 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 113 | 20 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 18 | 0.0% | — | 238 | +100 | New | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 103 | 18 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 89 | 16 | 0.01% | — | 240 | +89 | New | Q2 2026 | Aug 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 93 | 16 | 0.0% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 88 | 15 | 0.0% | 0.01% | 241 | -522 | -85.57% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 83 | 15 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 67 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catherine Avery Investment Management LLC | History | New | 67 | 12 | 0.01% | — | 244 | +67 | New | Q2 2026 | Jul 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 58 | 10 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 49 | 8 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | New | 43 | 7 | 0.0% | — | 247 | +43 | New | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | New | 42 | 7 | 0.0% | — | 248 | +42 | New | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | New | 41 | 7 | 0.0% | — | 249 | +41 | New | Q2 2026 | Jul 24, 2026 |
| POM Investment Strategies, LLC | History | No change | 34 | 6 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 30 | 5 | 0.0% | — | 253 | +30 | New | Q2 2026 | Jul 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 31 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 15 | 2 | 0.0% | 0.0% | 254 | -94 | -86.24% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | New | 10 | 1 | 0.0% | — | 257 | +10 | New | Q2 2026 | Jul 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,963 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 1.05% | — | -11,641 | -100.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,743 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,574 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,152 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,107 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,337 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,866 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,700 | -100.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,645 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,378 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,303 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,220 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,124 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,086 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Creekside Partners | History | Closed out | 0 | 0 | — | 0.09% | — | -1,050 | -100.0% | Q2 2026 | Jul 30, 2026 |
| COFG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,050 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,044 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,011 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -987 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -962 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -950 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Strategies Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -938 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -936 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -925 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -790 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -230 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -225 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -177 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hickory Point Bank & Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -47 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 10, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q2 2026 | Jul 27, 2026 |