iShares Gold Trust Micro - IAUM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 30,134,927 | 1,248,188 | 0.72% | 0.65% | 1 | +1,900,000 | 6.73% | Q3 2026 | Oct 29, 2026 |
| Alaska Permanent Fund Corp | History | Added to | 4,237,300 | 175,508 | 13.83% | 9.83% | 2 | +528,300 | 14.24% | Q3 2026 | Oct 20, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 3,976,449 | 164,704 | 0.41% | 0.25% | 3 | +1,545,584 | 63.58% | Q3 2026 | Oct 27, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 3,965,691 | 164,258 | 48.41% | 57.17% | 4 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,407,229 | 136,323 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,438,487 | 97,563 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 1,419,049 | 56,776 | 1.17% | 1.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,223,796 | 50,689 | 0.81% | 0.79% | 8 | +152,167 | 14.2% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 944,053 | 37,771 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 842,374 | 33,703 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 747,968 | 29,926 | 1.53% | 1.53% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 662,000 | 27,420 | 0.05% | 0.03% | 12 | +142,000 | 27.31% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 676,383 | 27,062 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 653,274 | 27,059 | 0.64% | 0.37% | 14 | +362,019 | 124.3% | Q3 2026 | Nov 02, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 644,677 | 26,702 | 1.46% | 1.4% | 15 | +60,120 | 10.28% | Q3 2026 | Oct 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 461,001 | 18,444 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 451,463 | 18,063 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 437,815 | 17,517 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 433,092 | 17,328 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | No change | 395,257 | 15,814 | 3.42% | 3.42% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 378,377 | 15,672 | 0.16% | 0.66% | 21 | -1,204,680 | -76.1% | Q3 2026 | Oct 15, 2026 |
| Ancora Advisors LLC | History | No change | 377,224 | 15,092 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 356,557 | 14,768 | 1.17% | 0.82% | 23 | -9,009 | -2.46% | Q3 2026 | Oct 28, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 347,200 | 14,450 | 0.75% | 0.84% | 24 | -5,800 | -1.64% | Q3 2026 | Oct 27, 2026 |
| Reliant Wealth Planning | History | No change | 354,094 | 14,167 | 3.9% | 3.9% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 339,830 | 14,075 | 0.02% | 0.01% | 26 | +50,543 | 17.47% | Q3 2026 | Oct 30, 2026 |
| United Community Bank | History | Reduced | 336,464 | 13,936 | 4.15% | 4.3% | 27 | -10,898 | -3.14% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Reduced | 313,333 | 12,978 | 1.11% | 1.24% | 28 | -32,076 | -9.29% | Q3 2026 | Oct 01, 2026 |
| World Investment Advisors | History | No change | 271,429 | 12,578 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 295,008 | 12,219 | 0.43% | 0.39% | 30 | +26,927 | 10.04% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 295,851 | 11,836 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Permanens Capital L.P. | History | No change | 265,651 | 10,628 | 1.09% | 1.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 243,975 | 10,105 | 0.47% | 0.47% | 33 | +4,757 | 1.99% | Q3 2026 | Oct 27, 2026 |
| Encompass More Asset Management | History | Added to | 224,429 | 9,295 | 1.31% | 0.55% | 34 | +130,062 | 137.83% | Q3 2026 | Oct 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 221,705 | 9,183 | 0.15% | 0.15% | 35 | -14 | -0.01% | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 226,369 | 9,057 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFM, LLC d/b/a Sweeney Financial Advisors | History | Reduced | 217,285 | 8,999 | 4.52% | 4.51% | 37 | -2,727 | -1.24% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 215,310 | 8,614 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 196,497 | 8,138 | 0.22% | 0.21% | 39 | +8,171 | 4.34% | Q3 2026 | Oct 22, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 194,835 | 8,070 | 2.48% | 2.16% | 40 | -1,155 | -0.59% | Q3 2026 | Oct 21, 2026 |
| LPL Financial LLC | History | No change | 200,740 | 8,031 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 197,987 | 7,921 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 187,790 | 7,778 | 0.11% | 0.12% | 43 | -10,620 | -5.35% | Q3 2026 | Nov 03, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 182,841 | 7,573 | 3.72% | 2.48% | 44 | +57,727 | 46.14% | Q3 2026 | Oct 22, 2026 |
| TABLEAUX LLC | History | Reduced | 177,729 | 7,361 | 3.0% | 3.09% | 45 | -5,638 | -3.07% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 182,548 | 7,303 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenline Partners, LLC | History | No change | 170,451 | 6,819 | 0.69% | 0.69% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 157,209 | 6,289 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 148,235 | 6,139 | 3.03% | 2.95% | 49 | +8,822 | 6.33% | Q3 2026 | Oct 29, 2026 |
| Maltin Wealth Management, Inc. | History | New | 142,977 | 5,922 | 1.92% | — | 50 | +142,977 | New | Q3 2026 | Oct 13, 2026 |
| Amundi | History | No change | 147,696 | 5,909 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | No change | 145,595 | 5,825 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 139,695 | 5,589 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 130,731 | 5,230 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 128,624 | 5,146 | 1.52% | 1.52% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,966 | 4,761 | 0.01% | 0.01% | 56 | +5,927 | 5.44% | Q3 2026 | Nov 02, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 118,947 | 4,759 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 115,903 | 4,637 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 113,598 | 4,545 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 100,435 | 4,018 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 99,708 | 3,989 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 94,669 | 3,921 | 0.03% | 0.03% | 62 | +33,113 | 53.79% | Q3 2026 | Oct 28, 2026 |
| Summit Financial, LLC | History | No change | 97,266 | 3,891 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Firestone Capital Management | History | Added to | 93,436 | 3,870 | 0.72% | 0.49% | 64 | +27,649 | 42.03% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 90,696 | 3,509 | 0.05% | 0.05% | 65 | +9,629 | 11.88% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 86,690 | 3,468 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 83,823 | 3,353 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 81,791 | 3,272 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M Wealth Management, LLC | History | Added to | 77,401 | 3,205 | 2.47% | 2.42% | 69 | +388 | 0.5% | Q3 2026 | Oct 14, 2026 |
| BOKF, NA | History | Added to | 75,831 | 3,140 | 0.05% | 0.03% | 70 | +16,437 | 27.67% | Q3 2026 | Oct 27, 2026 |
| Empowered Funds, LLC | History | No change | 72,922 | 2,917 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 68,280 | 2,839 | 1.16% | 1.16% | 72 | +1,453 | 2.17% | Q3 2026 | Oct 28, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 67,056 | 2,777 | 0.78% | 0.78% | 73 | +357 | 0.54% | Q3 2026 | Oct 20, 2026 |
| Shade Tree Advisors LLC | History | New | 64,515 | 2,672 | 1.43% | — | 74 | +64,515 | New | Q3 2026 | Oct 22, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | No change | 66,599 | 2,664 | 1.07% | 1.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 61,964 | 2,566 | 0.0% | 0.0% | 76 | +11,302 | 22.31% | Q3 2026 | Nov 02, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 59,742 | 2,474 | 0.06% | 0.06% | 77 | -112 | -0.19% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,703 | 2,390 | 0.01% | 0.0% | 78 | +8,709 | 17.78% | Q3 2026 | Nov 02, 2026 |
| Tactive Advisors, LLC | History | Added to | 57,102 | 2,365 | 0.57% | 0.39% | 79 | +17,594 | 44.53% | Q3 2026 | Oct 08, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 55,946 | 2,317 | 1.33% | 1.24% | 80 | +2,199 | 4.09% | Q3 2026 | Oct 29, 2026 |
| Sankala Group LLC | History | No change | 53,284 | 2,311 | 1.54% | 1.54% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 55,555 | 2,301 | 0.36% | 0.3% | 82 | +8,291 | 17.54% | Q3 2026 | Oct 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 54,025 | 2,237 | 0.22% | 0.22% | 83 | +161 | 0.3% | Q3 2026 | Nov 04, 2026 |
| Choate Investment Advisors | History | No change | 53,698 | 2,148 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stokes Family Office, LLC | History | No change | 51,763 | 2,071 | 0.24% | 0.24% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 48,997 | 2,029 | 0.67% | 0.01% | 86 | +48,336 | 7312.56% | Q3 2026 | Oct 19, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 50,000 | 2,000 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 44,826 | 1,793 | 0.65% | 0.65% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 41,961 | 1,678 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 41,884 | 1,675 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 39,562 | 1,582 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| M&T BANK CORP | History | No change | 37,374 | 1,495 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 37,226 | 1,489 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 36,194 | 1,448 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,764 | 1,439 | 0.0% | 0.01% | 95 | -92,260 | -72.63% | Q3 2026 | Nov 02, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 33,736 | 1,397 | 0.86% | 0.91% | 96 | +813 | 2.47% | Q3 2026 | Oct 20, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 33,534 | 1,389 | 0.16% | 0.15% | 97 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 32,902 | 1,362 | 0.82% | — | 98 | +32,902 | New | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33,604 | 1,344 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 32,448 | 1,343 | 0.01% | 0.01% | 100 | -524 | -1.59% | Q3 2026 | Oct 08, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 33,305 | 1,332 | 0.33% | 0.33% | 101 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 33,181 | 1,327 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 31,072 | 1,287 | 0.03% | 0.04% | 103 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 30,435 | 1,260 | 0.3% | 0.31% | 104 | -1,317 | -4.15% | Q3 2026 | Oct 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 31,005 | 1,240 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Columbus Macro, LLC | History | Added to | 29,895 | 1,238 | 0.12% | 0.07% | 106 | +12,752 | 74.39% | Q3 2026 | Oct 14, 2026 |
| BROWN ADVISORY INC | History | No change | 30,456 | 1,218 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 30,467 | 1,218 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilton Capital Management, LLC | History | No change | 30,050 | 1,202 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 28,968 | 1,199 | 1.09% | — | 110 | +28,968 | New | Q3 2026 | Oct 21, 2026 |
| Ardent Capital Management, Inc. | History | No change | 28,500 | 1,180 | 0.5% | 0.47% | 111 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Weil Company, Inc. | History | New | 28,307 | 1,172 | 0.2% | — | 112 | +28,307 | New | Q3 2026 | Oct 14, 2026 |
| Optivise Advisory Services LLC | History | New | 27,596 | 1,143 | 0.56% | — | 113 | +27,596 | New | Q3 2026 | Oct 16, 2026 |
| Virtu Financial LLC | History | No change | 28,533 | 1,142 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,329 | 1,084 | 0.0% | 0.0% | 115 | +8,825 | 50.42% | Q3 2026 | Oct 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,716 | 1,068 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | Reduced | 25,522 | 1,050 | 0.03% | 0.04% | 117 | -6,888 | -21.25% | Q3 2026 | Oct 09, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 23,898 | 956 | 0.55% | 0.55% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Headlands Technologies LLC | History | No change | 23,891 | 955 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 22,776 | 911 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 22,736 | 909 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 21,385 | 885 | 0.03% | 0.02% | 122 | +8,485 | 65.78% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 22,014 | 880 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 21,764 | 870 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,685 | 867 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 20,983 | 839 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,896 | 836 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rede Wealth, LLC | History | Added to | 20,173 | 835 | 0.27% | 0.26% | 128 | +296 | 1.49% | Q3 2026 | Oct 22, 2026 |
| Interchange Capital Partners, LLC | History | New | 19,798 | 820 | 0.14% | — | 129 | +19,798 | New | Q3 2026 | Oct 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 20,000 | 800 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 19,996 | 800 | 0.57% | 0.57% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 19,210 | 768 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sivia Capital Partners, LLC | History | No change | 18,301 | 732 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 17,354 | 718 | 0.64% | 0.52% | 134 | +2,379 | 15.89% | Q3 2026 | Oct 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 17,104 | 708 | 0.08% | 0.04% | 135 | +8,771 | 105.26% | Q3 2026 | Oct 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 17,543 | 701 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 16,772 | 694 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| a16z Perennial Management, L.P. | History | No change | 17,077 | 683 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 17,054 | 682 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 15,868 | 657 | 0.03% | 0.03% | 140 | -931 | -5.54% | Q3 2026 | Oct 13, 2026 |
| NavPoint Financial, Inc. | History | No change | 15,218 | 630 | 0.22% | 0.23% | 141 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 15,192 | 629 | 0.19% | — | 142 | +15,192 | New | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 15,110 | 625 | 0.03% | — | 143 | +15,110 | New | Q3 2026 | Oct 21, 2026 |
| Causey Wealth LLC | History | No change | 15,599 | 624 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | New | 15,000 | 621 | 0.1% | — | 145 | +15,000 | New | Q3 2026 | Oct 29, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | New | 15,000 | 621 | 0.14% | — | 146 | +15,000 | New | Q3 2026 | Oct 20, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 15,513 | 620 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 14,412 | 596 | 0.14% | 0.25% | 148 | -9,946 | -40.83% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,329 | 593 | 0.01% | 0.01% | 149 | -720 | -4.78% | Q3 2026 | Oct 16, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 14,793 | 591 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 14,648 | 586 | 0.21% | 0.21% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,389 | 554 | 0.06% | 0.03% | 152 | +6,101 | 83.71% | Q3 2026 | Oct 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 13,608 | 544 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avos Capital Management, LLC | History | No change | 13,555 | 542 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 12,679 | 525 | 0.01% | 0.03% | 155 | -71,810 | -84.99% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | Reduced | 12,610 | 522 | 0.01% | 0.01% | 156 | -1,014 | -7.44% | Q3 2026 | Oct 22, 2026 |
| RiverGlades Family Offices LLC | History | No change | 13,000 | 520 | 0.24% | 0.24% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | Added to | 12,479 | 516 | 0.04% | 0.03% | 158 | +3,300 | 35.95% | Q3 2026 | Oct 29, 2026 |
| Stash Investments, LLC | History | New | 12,153 | 503 | 0.15% | — | 159 | +12,153 | New | Q3 2026 | Oct 26, 2026 |
| Atala Financial Inc | History | New | 11,086 | 459 | 0.27% | — | 160 | +11,086 | New | Q3 2026 | Oct 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 11,409 | 456 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.A. Mason LLC | History | No change | 11,010 | 456 | 0.13% | 0.14% | 162 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 10,975 | 454 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 11,244 | 449 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family Investment Center, Inc. | History | Reduced | 10,648 | 441 | 0.07% | 0.07% | 165 | -156 | -1.44% | Q3 2026 | Oct 19, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 10,581 | 438 | 0.29% | 0.21% | 166 | +2,532 | 31.46% | Q3 2026 | Oct 26, 2026 |
| SFMG, LLC | History | No change | 10,899 | 436 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,705 | 428 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 10,713 | 428 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,643 | 425 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,594 | 423 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Painted Porch Advisors LLC | History | No change | 10,500 | 420 | 0.18% | 0.18% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beckerman Institutional, LLC | History | No change | 10,342 | 413 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,287 | 411 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 9,934 | 397 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,862 | 394 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DWM Financial Group, Inc. | History | New | 9,451 | 391 | 0.31% | — | 177 | +9,451 | New | Q3 2026 | Oct 28, 2026 |
| Rinkey Investments | History | New | 9,380 | 388 | 0.09% | — | 178 | +9,380 | New | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,598 | 384 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 9,450 | 378 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | New | 9,018 | 373 | 0.0% | — | 181 | +9,018 | New | Q3 2026 | Oct 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 8,683 | 359 | 0.02% | 0.03% | 182 | -1,947 | -18.32% | Q3 2026 | Oct 16, 2026 |
| Bay Rivers Group | History | No change | 8,677 | 347 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Archer Investment Management, LLC | History | Reduced | 8,291 | 343 | 0.11% | 0.17% | 184 | -3,947 | -32.25% | Q3 2026 | Oct 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 8,100 | 335 | 0.11% | 0.08% | 185 | +1,873 | 30.08% | Q3 2026 | Oct 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,633 | 305 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | New | 7,175 | 297 | 0.07% | — | 187 | +7,175 | New | Q3 2026 | Oct 19, 2026 |
| Retirement Planning Group, LLC | History | Added to | 7,124 | 295 | 0.01% | 0.01% | 188 | +1,175 | 19.75% | Q3 2026 | Oct 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,354 | 294 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| W1M Asset Management Ltd | History | No change | 7,362 | 294 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Willow Creek Wealth Management Inc. | History | New | 6,870 | 284 | 0.02% | — | 191 | +6,870 | New | Q3 2026 | Oct 26, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 7,017 | 280 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LFG Wealth Partners, LLC | History | No change | 6,685 | 276 | 0.11% | 0.13% | 193 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Womack Financial LLC | History | New | 6,653 | 275 | 0.18% | — | 195 | +6,653 | New | Q3 2026 | Oct 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,640 | 275 | 0.0% | 0.0% | 194 | -193 | -2.82% | Q3 2026 | Oct 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,858 | 274 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,650 | 266 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 6,560 | 262 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6,236 | 258 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,209 | 257 | 0.0% | 0.0% | 200 | +61 | 0.99% | Q3 2026 | Oct 22, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 6,161 | 255 | 0.11% | 0.09% | 201 | +729 | 13.42% | Q3 2026 | Oct 07, 2026 |
| CAP Partners, LLC | History | Reduced | 6,053 | 250 | 0.11% | 0.13% | 202 | -501 | -7.64% | Q3 2026 | Oct 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,965 | 247 | 0.0% | 0.0% | 203 | +750 | 14.38% | Q3 2026 | Oct 28, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 5,983 | 247 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HOWE & RUSLING INC | History | No change | 6,084 | 243 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 5,847 | 242 | 0.0% | 0.0% | 206 | -363 | -5.85% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,018 | 240 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 5,788 | 239 | 0.0% | — | 208 | +5,788 | New | Q3 2026 | Nov 03, 2026 |
| Orion Capital Management LLC | History | No change | 5,887 | 235 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bedminster, LLC | History | Reduced | 5,636 | 233 | 0.2% | 0.23% | 211 | -1,132 | -16.73% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,844 | 233 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,778 | 231 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 5,465 | 226 | 0.21% | 0.18% | 213 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CacheTech Inc. | History | No change | 5,516 | 220 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 5,465 | 218 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | Reduced | 5,241 | 214 | 0.0% | 0.0% | 216 | -25 | -0.47% | Q3 2026 | Oct 08, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,168 | 214 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 5,110 | 211 | 0.01% | — | 218 | +5,110 | New | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,106 | 211 | 0.0% | — | 219 | +5,106 | New | Q3 2026 | Oct 16, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 5,054 | 210 | 0.04% | 0.04% | 221 | -34 | -0.67% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,250 | 210 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspect Partners, LLC | History | No change | 5,035 | 208 | 0.08% | 0.07% | 222 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,995 | 206 | 0.01% | 0.04% | 223 | -12,635 | -71.67% | Q3 2026 | Oct 16, 2026 |
| Capital Squared Financial LLC | History | New | 4,995 | 206 | 0.13% | — | 224 | +4,995 | New | Q3 2026 | Oct 30, 2026 |
| Gibbs Wealth Management | History | New | 4,934 | 204 | 0.02% | — | 225 | +4,934 | New | Q3 2026 | Oct 22, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,096 | 203 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 5,032 | 201 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | New | 4,852 | 200 | 0.01% | — | 229 | +4,852 | New | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | New | 4,844 | 200 | 0.0% | — | 228 | +4,844 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 4,658 | 186 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 3,762 | 150 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,680 | 147 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | Added to | 3,003 | 124 | 0.07% | 0.07% | 233 | +198 | 7.06% | Q3 2026 | Nov 03, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,060 | 122 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atomic Invest LLC | History | No change | 2,980 | 119 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| SouthState Bank Corp | History | No change | 2,858 | 114 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,867 | 114 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,727 | 109 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,594 | 107 | 0.01% | 0.01% | 239 | -62 | -2.33% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 2,575 | 103 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,894 | 78 | 0.06% | 0.05% | 241 | +389 | 25.85% | Q3 2026 | Nov 02, 2026 |
| Avion Wealth | History | No change | 1,860 | 77 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Heritage Wealth Advisors | History | No change | 1,761 | 70 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,674 | 69 | 0.01% | 0.0% | 244 | +1,200 | 253.16% | Q3 2026 | Oct 20, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,553 | 64 | 0.02% | 0.03% | 245 | -909 | -36.92% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | No change | 1,482 | 61 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | No change | 1,462 | 60 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,260 | 52 | 0.0% | — | 248 | +1,260 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,157 | 47 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Imprint Wealth LLC | History | No change | 1,152 | 46 | 0.19% | 0.19% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,036 | 42 | 0.01% | 0.01% | 251 | -61 | -5.56% | Q3 2026 | Oct 23, 2026 |
| Rossby Financial, LCC | History | No change | 1,025 | 41 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 997 | 39 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 824 | 32 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 733 | 30 | 0.0% | — | 255 | +733 | New | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | Added to | 713 | 29 | 0.01% | 0.0% | 256 | +213 | 42.6% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 706 | 29 | 0.0% | 0.0% | 257 | -213 | -23.18% | Q3 2026 | Oct 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 699 | 28 | 0.01% | 0.01% | 258 | -230 | -24.76% | Q3 2026 | Nov 02, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 639 | 26 | 0.0% | — | 259 | +639 | New | Q3 2026 | Oct 21, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 611 | 25 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 20 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 495 | 20 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 19 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | New | 444 | 18 | 0.0% | — | 264 | +444 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 372 | 15 | 0.0% | 0.0% | 265 | -166 | -30.86% | Q3 2026 | Nov 03, 2026 |
| Capital Analysts, LLC | History | No change | 320 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 343 | 13 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GK Wealth Management LLC | History | New | 300 | 12 | 0.01% | — | 269 | +300 | New | Q3 2026 | Oct 09, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 12 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 271 | 11 | 0.0% | 0.0% | 270 | +25 | 10.16% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Analytics Partners, LLC | History | New | 200 | 8 | 0.0% | — | 272 | +200 | New | Q3 2026 | Oct 19, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 176 | 7 | 0.0% | — | 274 | +176 | New | Q3 2026 | Oct 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 189 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 149 | 6 | 0.0% | — | 276 | +149 | New | Q3 2026 | Oct 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 163 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 143 | 5 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 139 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Team Financial Group, LLC | History | New | 120 | 4 | 0.0% | — | 281 | +120 | New | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 122 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 119 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Deane Retirement Strategies, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RMG Wealth Management LLC | History | New | 49 | 1 | 0.0% | — | 287 | +49 | New | Q3 2026 | Oct 26, 2026 |
| Concord Wealth Partners | History | Added to | 30 | 1 | 0.0% | 0.0% | 285 | +3 | 11.11% | Q3 2026 | Oct 30, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -73,521 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Upper Left Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -22,021 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,952 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,017 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,464 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -959 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2026 | Oct 30, 2026 |
| First Pacific Financial | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |