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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 701,720 | 127,116 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 566,742 | 102,665 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 494,755 | 89,624 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 382,241 | 69,242 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 289,260 | 52,324 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 229,307 | 41,538 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 212,440 | 38,483 | 3.13% | 3.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 209,652 | 37,978 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 206,706 | 37,444 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 185,911 | 33,677 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 163,011 | 30,368 | 0.3% | 0.3% | 11 | -6,954 | -4.09% | Q3 2026 | Oct 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 161,492 | 29,254 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 129,390 | 23,438 | 4.97% | 4.97% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 121,724 | 22,372 | 0.03% | 0.03% | 14 | +12,187 | 11.13% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 105,433 | 19,642 | 0.03% | 0.02% | 15 | +33,479 | 46.53% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 85,849 | 15,552 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 79,552 | 14,820 | 3.99% | 3.83% | 17 | -267 | -0.33% | Q3 2026 | Nov 02, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 80,558 | 14,593 | 6.37% | 6.37% | 18 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Larson Financial Group LLC | History | No change | 79,751 | 14,446 | 0.38% | 0.38% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 73,905 | 13,387 | 0.43% | 0.43% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 72,759 | 13,180 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 68,777 | 12,813 | 0.03% | 0.03% | 22 | +3,115 | 4.74% | Q3 2026 | Nov 02, 2026 |
| Peak Financial Management, Inc. | History | Added to | 64,451 | 12,007 | 2.72% | 2.61% | 23 | +1,670 | 2.66% | Q3 2026 | Oct 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 66,269 | 12,004 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 62,162 | 11,260 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 61,866 | 11,207 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,804 | 11,014 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 59,146 | 10,714 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 56,682 | 10,267 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 54,700 | 10,190 | 0.01% | 0.01% | 30 | +18,880 | 52.71% | Q3 2026 | Nov 03, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 48,632 | 9,060 | 1.8% | 1.73% | 31 | +13 | 0.03% | Q3 2026 | Oct 09, 2026 |
| Solitude Financial Services | History | Added to | 48,024 | 8,946 | 2.42% | 2.22% | 32 | +3,767 | 8.51% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 48,896 | 8,857 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Courage Miller Partners, LLC | History | Added to | 46,080 | 8,584 | 2.27% | 2.19% | 34 | +288 | 0.63% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 45,685 | 8,275 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sound Stewardship, LLC | History | Reduced | 42,632 | 7,942 | 3.23% | 3.65% | 36 | -6,246 | -12.78% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 39,423 | 7,344 | 0.3% | 0.13% | 37 | -4,998 | -11.25% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | No change | 39,071 | 7,077 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,352 | 6,273 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castellan Group | History | Added to | 33,280 | 6,200 | 0.72% | 0.51% | 40 | +7,790 | 30.56% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,477 | 6,064 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,827 | 5,946 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 31,926 | 5,783 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,819 | 5,763 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 30,736 | 5,567 | 0.18% | 0.18% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,641 | 5,522 | 0.06% | 0.06% | 46 | +969 | 3.38% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,274 | 5,122 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 26,409 | 4,919 | 0.01% | 0.0% | 48 | +26,306 | 25539.81% | Q3 2026 | Oct 21, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 26,235 | 4,752 | 0.53% | 0.53% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Reduced | 24,827 | 4,625 | 0.07% | 0.07% | 50 | -861 | -3.35% | Q3 2026 | Nov 03, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 20,357 | 3,792 | 0.33% | 0.23% | 51 | +5,957 | 41.37% | Q3 2026 | Oct 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 19,241 | 3,583 | 0.39% | 0.38% | 52 | +1,159 | 6.41% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 19,650 | 3,559 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 18,854 | 3,512 | 0.04% | — | 54 | +18,854 | New | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Added to | 18,010 | 3,355 | 0.0% | 0.0% | 55 | +3,137 | 21.09% | Q3 2026 | Nov 02, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 17,736 | 3,304 | 0.72% | 0.61% | 56 | +2,729 | 18.18% | Q3 2026 | Oct 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 17,426 | 3,156 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 15,597 | 2,905 | 0.36% | 0.33% | 58 | +496 | 3.28% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,804 | 2,862 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,670 | 2,838 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,205 | 2,833 | 0.02% | 0.01% | 61 | +4,422 | 41.01% | Q3 2026 | Oct 26, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 14,637 | 2,726 | 2.16% | 2.11% | 62 | -1,611 | -9.92% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,924 | 2,703 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,498 | 2,625 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 13,215 | 2,461 | 0.26% | 0.01% | 65 | +12,815 | 3203.75% | Q3 2026 | Oct 07, 2026 |
| Brookstone Capital Management | History | Reduced | 13,192 | 2,457 | 0.02% | 0.03% | 66 | -924 | -6.55% | Q3 2026 | Oct 22, 2026 |
| FLC Capital Advisors | History | No change | 12,333 | 2,234 | 0.36% | 0.36% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,019 | 2,177 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,178 | 2,024 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | New | 10,397 | 1,936 | 0.04% | — | 70 | +10,397 | New | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,463 | 1,895 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,404 | 1,884 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,381 | 1,880 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 10,061 | 1,874 | 0.03% | 0.03% | 74 | +238 | 2.42% | Q3 2026 | Oct 16, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,291 | 1,864 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 9,902 | 1,844 | 0.75% | 2.0% | 76 | -18,031 | -64.55% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,808 | 1,827 | 0.01% | 0.0% | 77 | +6,610 | 206.69% | Q3 2026 | Oct 16, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 9,587 | 1,786 | 0.68% | 0.56% | 78 | +1,667 | 21.05% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 9,335 | 1,691 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,965 | 1,670 | 0.0% | 0.0% | 80 | +1,038 | 13.09% | Q3 2026 | Nov 02, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 8,055 | 1,502 | 0.33% | 0.35% | 81 | -647 | -7.44% | Q3 2026 | Oct 28, 2026 |
| PALLADIEM, LLC | History | No change | 8,112 | 1,469 | 1.43% | 1.43% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,092 | 1,465 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 7,671 | 1,429 | 0.19% | 0.31% | 84 | -5,064 | -39.76% | Q3 2026 | Oct 29, 2026 |
| Genesis Financial Group, LLC | History | No change | 7,815 | 1,415 | 0.92% | 0.92% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,578 | 1,411 | 0.05% | 0.01% | 86 | +5,917 | 356.23% | Q3 2026 | Oct 23, 2026 |
| Cerity Partners LLC | History | No change | 7,215 | 1,306 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 6,688 | 1,245 | 0.01% | — | 88 | +6,688 | New | Q3 2026 | Oct 28, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 6,652 | 1,240 | 0.61% | 1.05% | 89 | -5,267 | -44.19% | Q3 2026 | Oct 26, 2026 |
| Summit Financial, LLC | History | No change | 6,519 | 1,180 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 6,209 | 1,124 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 5,978 | 1,113 | 0.04% | — | 92 | +5,978 | New | Q3 2026 | Oct 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,117 | 1,108 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,687 | 1,059 | 0.25% | 0.23% | 94 | +630 | 12.46% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,413 | 1,008 | 0.01% | 0.01% | 95 | -546 | -9.16% | Q3 2026 | Oct 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,405 | 979 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laurel Wealth Planning LLC | History | No change | 5,062 | 943 | 0.41% | 0.41% | 97 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 5,003 | 932 | 0.26% | 0.26% | 99 | -71 | -1.4% | Q3 2026 | Oct 21, 2026 |
| Zhang Financial LLC | History | No change | 5,145 | 932 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,756 | 886 | 0.01% | 0.01% | 100 | -3,078 | -39.29% | Q3 2026 | Oct 08, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 4,684 | 848 | 0.51% | 0.51% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 4,674 | 846 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,498 | 814 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EFG International AG | History | No change | 4,390 | 795 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Reduced | 3,999 | 745 | 0.04% | 0.05% | 105 | -1,082 | -21.3% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,065 | 736 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 3,908 | 727 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,888 | 724 | 0.17% | 0.21% | 108 | -1,053 | -21.31% | Q3 2026 | Oct 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 3,790 | 706 | 0.59% | 0.59% | 109 | +10 | 0.26% | Q3 2026 | Oct 08, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 3,877 | 702 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,764 | 682 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,726 | 674 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 3,303 | 615 | 0.21% | 0.21% | 113 | +240 | 7.84% | Q3 2026 | Nov 03, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 3,286 | 612 | 0.24% | 0.19% | 114 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,260 | 607 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Corient Private Wealth LP | History | No change | 3,273 | 592 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Powell Investment Advisors, LLC | History | No change | 3,161 | 588 | 0.19% | 0.18% | 117 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| XY Planning Network, Inc. | History | New | 3,057 | 569 | 0.06% | — | 119 | +3,057 | New | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 3,146 | 569 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 3,045 | 567 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,035 | 565 | 0.06% | 0.05% | 121 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Prospera Financial Services Inc | History | No change | 3,107 | 562 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWAM LLC | History | No change | 3,027 | 548 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMERCE BANK | History | No change | 2,990 | 541 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATAURO, LLC | History | Added to | 2,796 | 520 | 0.06% | 0.03% | 125 | +1,401 | 100.43% | Q3 2026 | Nov 03, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,854 | 517 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Branch Capital LLC | History | Reduced | 2,720 | 506 | 0.11% | 0.12% | 128 | -48 | -1.73% | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,798 | 506 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,733 | 500 | 0.01% | 0.01% | 129 | -55 | -1.97% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 2,733 | 500 | 0.01% | 0.01% | 130 | -55 | -1.97% | Q3 2026 | Oct 20, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 2,675 | 498 | 0.33% | 0.4% | 131 | -625 | -18.94% | Q3 2026 | Oct 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,731 | 494 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 2,641 | 492 | 0.0% | 0.0% | 133 | +54 | 2.09% | Q3 2026 | Oct 15, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,615 | 487 | 0.35% | 0.35% | 134 | +28 | 1.08% | Q3 2026 | Oct 16, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,660 | 481 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,566 | 477 | 0.16% | 0.15% | 137 | +425 | 19.85% | Q3 2026 | Nov 03, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,638 | 477 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 2,582 | 467 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,508 | 454 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fulcrum Equity Management | History | No change | 2,425 | 451 | 0.36% | 0.32% | 140 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,485 | 450 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | New | 2,414 | 449 | 0.1% | — | 142 | +2,414 | New | Q3 2026 | Oct 21, 2026 |
| Mutual Advisors, LLC | History | No change | 2,466 | 446 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,458 | 445 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,349 | 437 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,400 | 434 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | New | 2,304 | 429 | 0.06% | — | 148 | +2,304 | New | Q3 2026 | Oct 22, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 2,302 | 429 | 0.31% | 0.29% | 147 | -67 | -2.83% | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,367 | 428 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,362 | 427 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,300 | 416 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | No change | 2,200 | 409 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| StoneX Group Inc. | History | Added to | 2,035 | 387 | 0.01% | 0.01% | 153 | +947 | 87.04% | Q3 2026 | Nov 03, 2026 |
| Davis Investment Partners, LLC | History | No change | 2,100 | 380 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 2,062 | 373 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,037 | 369 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vertex Planning Partners, LLC | History | No change | 2,010 | 364 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,952 | 363 | 0.0% | 0.0% | 158 | +356 | 22.31% | Q3 2026 | Oct 30, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 1,920 | 357 | 0.25% | — | 159 | +1,920 | New | Q3 2026 | Oct 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,910 | 355 | 0.01% | 0.01% | 160 | -157 | -7.6% | Q3 2026 | Oct 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 1,959 | 354 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Security National Bank | History | No change | 1,882 | 350 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BostonPremier Wealth LLC | History | No change | 1,880 | 350 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 1,827 | 340 | 0.09% | — | 164 | +1,827 | New | Q3 2026 | Oct 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,861 | 337 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | No change | 1,843 | 333 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,734 | 323 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,712 | 319 | 0.03% | — | 168 | +1,712 | New | Q3 2026 | Oct 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,708 | 318 | 0.0% | 0.0% | 169 | +2 | 0.12% | Q3 2026 | Oct 22, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,720 | 311 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Centennial Wealth Advisory LLC | History | New | 1,659 | 309 | 0.06% | — | 172 | +1,659 | New | Q3 2026 | Oct 16, 2026 |
| Betterment LLC | History | No change | 1,706 | 309 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 1,687 | 305 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,630 | 303 | 0.02% | 0.02% | 174 | +53 | 3.36% | Q3 2026 | Oct 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 1,661 | 300 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 1,653 | 299 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prepared Retirement Institute LLC | History | No change | 1,611 | 291 | 0.12% | 0.12% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,591 | 288 | 0.16% | 0.16% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 1,543 | 287 | 0.0% | — | 179 | +1,543 | New | Q3 2026 | Oct 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,540 | 286 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Argent Trust Co | History | No change | 1,558 | 282 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bath Savings Trust Co | History | New | 1,505 | 280 | 0.03% | — | 182 | +1,505 | New | Q3 2026 | Oct 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,504 | 280 | 0.0% | — | 183 | +1,504 | New | Q3 2026 | Oct 21, 2026 |
| PFG Investments, LLC | History | No change | 1,472 | 266 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,457 | 263 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,416 | 263 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,420 | 257 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,412 | 255 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Resource Group | History | No change | 1,371 | 255 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 1,342 | 250 | 0.09% | 0.08% | 190 | +5 | 0.37% | Q3 2026 | Oct 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,327 | 247 | 0.03% | 0.02% | 191 | +184 | 16.1% | Q3 2026 | Oct 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 1,362 | 246 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,334 | 241 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,322 | 239 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 1,083 | 236 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,295 | 233 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,289 | 233 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,280 | 229 | 0.01% | 0.01% | 198 | -139 | -9.8% | Q3 2026 | Oct 15, 2026 |
| Family Investment Center, Inc. | History | Added to | 1,219 | 227 | 0.04% | 0.03% | 200 | +85 | 7.5% | Q3 2026 | Oct 19, 2026 |
| Trilogy Capital Inc. | History | No change | 1,222 | 227 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 1,208 | 218 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,203 | 217 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 1,159 | 215 | 0.0% | — | 203 | +1,159 | New | Q3 2026 | Oct 27, 2026 |
| &PARTNERS | History | No change | 1,179 | 213 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLVD Private Wealth, LLC | History | No change | 1,146 | 213 | 0.16% | 0.15% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 1,139 | 212 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Asset Allocation Strategies LLC | History | New | 1,123 | 209 | 0.03% | — | 207 | +1,123 | New | Q3 2026 | Oct 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,108 | 206 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,118 | 202 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,004 | 187 | 0.01% | 0.01% | 210 | -40 | -3.83% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 930 | 168 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 836 | 155 | 0.05% | 0.05% | 212 | +108 | 14.84% | Q3 2026 | Oct 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 802 | 145 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 786 | 142 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 754 | 136 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | No change | 687 | 127 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 601 | 108 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 570 | 106 | 0.0% | 0.0% | 218 | +5 | 0.88% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 570 | 103 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 540 | 100 | 0.0% | 0.0% | 220 | -200 | -27.03% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 489 | 91 | 0.09% | 0.06% | 221 | +174 | 55.24% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 486 | 87 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 468 | 86 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 431 | 78 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 391 | 72 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | Reduced | 338 | 62 | 0.0% | 0.0% | 226 | -50 | -12.89% | Q3 2026 | Oct 30, 2026 |
| Continuum Advisory, LLC | History | No change | 317 | 57 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 300 | 54 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 253 | 47 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 241 | 44 | 0.0% | 0.0% | 230 | +153 | 173.86% | Q3 2026 | Oct 20, 2026 |
| Latitude Advisors, LLC | History | New | 224 | 41 | 0.01% | — | 232 | +224 | New | Q3 2026 | Oct 27, 2026 |
| GGM Financial LLC | History | No change | 227 | 41 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | No change | 215 | 40 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 220 | 39 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 206 | 38 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 36 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 197 | 36 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 36 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 200 | 36 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seneschal Advisors, LLC | History | No change | 193 | 34 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 164 | 30 | 0.01% | — | 242 | +164 | New | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 168 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 165 | 29 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Markowski Investments | History | No change | 143 | 26 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 130 | 23 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 113 | 21 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 115 | 20 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 113 | 20 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 18 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 89 | 16 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investors Research Corp | History | New | 84 | 15 | 0.0% | — | 252 | +84 | New | Q3 2026 | Oct 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 83 | 15 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 66 | 12 | 0.0% | — | 254 | +66 | New | Q3 2026 | Oct 21, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 67 | 12 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 58 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 49 | 9 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 43 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFSG, LLC | History | No change | 42 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 41 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| POM Investment Strategies, LLC | History | Added to | 37 | 6 | 0.0% | 0.01% | 260 | +3 | 8.82% | Q3 2026 | Oct 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 29 | 5 | 0.0% | — | 262 | +29 | New | Q3 2026 | Oct 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 31 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 8 | 1 | 0.0% | 0.01% | 266 | -122 | -93.85% | Q3 2026 | Oct 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 2.06% | — | -17,569 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.77% | — | -7,265 | -100.0% | Q3 2026 | Oct 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,928 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Intesa Sanpaolo Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -28 | -84.85% | Q3 2026 | Oct 15, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |