Global X Funds - LIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,311,780 | 102,686 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 385,120 | 30,147 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 331,769 | 25,970 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 310,203 | 24,282 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 258,000 | 20,196 | 0.4% | 0.4% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 211,485 | 16,555 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 172,824 | 13,528 | 4.8% | 4.8% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 179,106 | 12,254 | 2.62% | 3.0% | 8 | +1,466 | 0.83% | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 131,243 | 10,273 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 129,800 | 10,160 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 129,207 | 10,114 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 111,999 | 8,767 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 110,897 | 8,681 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 107,873 | 8,445 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 105,683 | 8,272 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longbow Finance SA | History | No change | 80,000 | 6,243 | 0.8% | 0.8% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 71,694 | 5,612 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 70,085 | 5,486 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 60,226 | 4,714 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PEAK6 LLC | History | No change | 55,200 | 4,321 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 55,038 | 4,255 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 52,992 | 4,149 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 49,427 | 3,869 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Trading LLC | History | No change | 48,726 | 3,814 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 53,915 | 3,688 | 1.69% | 1.93% | 25 | -273 | -0.5% | Q3 2026 | Oct 07, 2026 |
| Quadrature Capital Ltd | History | No change | 43,677 | 3,419 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,754 | 3,268 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 41,639 | 3,259 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,241 | 3,026 | 0.0% | 0.0% | 29 | +6,287 | 16.56% | Q3 2026 | Nov 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 37,914 | 2,967 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 37,900 | 2,966 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 37,453 | 2,943 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 42,435 | 2,903 | 0.08% | 0.08% | 33 | +6,547 | 18.24% | Q3 2026 | Oct 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 36,381 | 2,847 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 35,398 | 2,770 | 1.15% | 1.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,757 | 2,722 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,545 | 2,500 | 0.07% | 0.07% | 37 | +2,463 | 7.23% | Q3 2026 | Oct 22, 2026 |
| Q3 Asset Management | History | No change | 31,300 | 2,450 | 0.45% | 0.45% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 35,751 | 2,446 | 0.63% | 0.75% | 39 | -1,287 | -3.47% | Q3 2026 | Oct 06, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 35,691 | 2,441 | 1.66% | 1.87% | 40 | -1,406 | -3.79% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 30,194 | 2,363 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 33,345 | 2,281 | 0.04% | 0.05% | 42 | +9 | 0.03% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,150 | 2,203 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canal Insurance CO | History | No change | 30,000 | 2,053 | 0.48% | 0.51% | 44 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,782 | 2,038 | 0.0% | 0.0% | 45 | +3,378 | 12.79% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 24,923 | 1,950 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 24,918 | 1,950 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 23,098 | 1,808 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 22,171 | 1,735 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 20,239 | 1,504 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,750 | 1,467 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SG Americas Securities, LLC | History | No change | 17,710 | 1,386 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,042 | 1,302 | 0.0% | 0.0% | 53 | +1,816 | 10.54% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Added to | 18,584 | 1,271 | 0.0% | 0.0% | 54 | +466 | 2.57% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,135 | 1,263 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,518 | 1,214 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 14,734 | 1,153 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,548 | 1,138 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 13,824 | 1,082 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,698 | 1,040 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,295 | 962 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 12,088 | 946 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 11,703 | 916 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,342 | 912 | 0.04% | 0.02% | 64 | -40 | -0.3% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | No change | 11,425 | 894 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 11,113 | 869 | 0.4% | 0.4% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,913 | 854 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidal Investments LLC | History | No change | 9,940 | 778 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 11,706 | 759 | 0.16% | 0.18% | 69 | -362 | -3.0% | Q3 2026 | Oct 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,001 | 707 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,230 | 699 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 8,753 | 685 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Capital Management, LLC | History | Reduced | 9,995 | 684 | 0.26% | 0.4% | 73 | -2,947 | -22.77% | Q3 2026 | Oct 20, 2026 |
| Western Wealth Management, LLC | History | No change | 8,514 | 666 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,680 | 601 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,750 | 598 | 0.02% | 0.01% | 76 | +2,300 | 35.66% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 8,722 | 596 | 0.0% | 0.0% | 77 | +285 | 3.38% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,468 | 579 | 0.0% | 0.0% | 78 | -3,298 | -28.03% | Q3 2026 | Oct 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,394 | 578 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Destination Wealth Management | History | No change | 7,341 | 574 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 8,088 | 564 | 0.02% | 0.02% | 81 | +1,935 | 31.45% | Q3 2026 | Nov 03, 2026 |
| Quantum Portfolio Management LLC | History | No change | 7,128 | 557 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,972 | 545 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,870 | 537 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 6,631 | 519 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,552 | 513 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 6,506 | 509 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 6,385 | 499 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 6,353 | 497 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,221 | 494 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,319 | 494 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,972 | 481 | 0.0% | 0.0% | 92 | +1,930 | 38.28% | Q3 2026 | Oct 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,957 | 466 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,882 | 460 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 5,883 | 460 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,450 | 441 | 0.05% | 0.06% | 96 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 5,538 | 435 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 6,226 | 425 | 0.07% | 0.08% | 98 | +117 | 1.92% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 5,325 | 416 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Index Technologies Group LLC | History | No change | 5,324 | 416 | 0.33% | 0.33% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,304 | 415 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,029 | 412 | 0.0% | 0.0% | 102 | +21 | 0.35% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,253 | 411 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 5,223 | 410 | 0.21% | 0.21% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,214 | 408 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | No change | 5,954 | 407 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,159 | 404 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 5,057 | 395 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 4,829 | 378 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,637 | 362 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,628 | 362 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 4,522 | 353 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,000 | 342 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,289 | 335 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,195 | 328 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 4,156 | 325 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,089 | 320 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E&G Advisors, LLC | History | Reduced | 4,624 | 316 | 0.06% | 0.07% | 118 | -65 | -1.39% | Q3 2026 | Oct 13, 2026 |
| Betterment LLC | History | No change | 4,019 | 315 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 3,910 | 306 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,255 | 291 | 0.03% | 0.04% | 121 | -267 | -5.9% | Q3 2026 | Oct 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,680 | 288 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,634 | 284 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,596 | 281 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,017 | 274 | 0.0% | 0.0% | 125 | +1,050 | 35.39% | Q3 2026 | Oct 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 3,941 | 269 | 0.01% | 0.03% | 126 | -5,507 | -58.29% | Q3 2026 | Oct 26, 2026 |
| Keel Point, LLC | History | No change | 3,421 | 267 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,394 | 265 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,868 | 264 | 0.1% | 0.11% | 129 | -31 | -0.8% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | No change | 3,309 | 259 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,206 | 250 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 3,155 | 246 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,123 | 244 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,126 | 244 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 3,473 | 238 | 0.04% | 0.05% | 135 | +14 | 0.4% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,472 | 237 | 0.0% | 0.0% | 136 | +89 | 2.63% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,005 | 235 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quartz Partners, LLC | History | New | 3,422 | 234 | 0.07% | — | 140 | +3,422 | New | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,000 | 234 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triton Wealth Management, PLLC | History | No change | 3,249 | 234 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Indivisible Partners | History | New | 3,324 | 227 | 0.01% | — | 142 | +3,324 | New | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,320 | 227 | 0.0% | 0.0% | 141 | -349 | -9.51% | Q3 2026 | Nov 03, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,860 | 223 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,247 | 222 | 0.0% | 0.0% | 144 | +2,233 | 220.22% | Q3 2026 | Nov 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,240 | 221 | 0.01% | — | 145 | +3,240 | New | Q3 2026 | Oct 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,814 | 220 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,065 | 209 | 0.0% | 0.0% | 148 | +47 | 1.56% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 2,670 | 209 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 2,652 | 207 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 2,972 | 203 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,435 | 190 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 2,602 | 178 | 0.13% | 0.16% | 152 | -76 | -2.84% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,124 | 166 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,000 | 156 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,169 | 148 | 0.0% | 0.0% | 155 | +30 | 1.4% | Q3 2026 | Oct 21, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,927 | 131 | 0.04% | 0.04% | 156 | -73 | -3.65% | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 1,380 | 108 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,342 | 105 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,523 | 103 | 0.0% | 0.0% | 159 | +70 | 4.82% | Q3 2026 | Oct 16, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 1,446 | 98 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Forum Finance Group S.A. | History | No change | 1,550 | 98 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,246 | 97 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,325 | 90 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 1,250 | 85 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,190 | 81 | 0.0% | 0.0% | 165 | +300 | 33.71% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 1,103 | 75 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,021 | 69 | 0.01% | 0.01% | 167 | +48 | 4.93% | Q3 2026 | Oct 20, 2026 |
| Key FInancial Inc | History | No change | 1,002 | 68 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 989 | 67 | 0.0% | — | 169 | +989 | New | Q3 2026 | Oct 30, 2026 |
| Realta Investment Advisors | History | Reduced | 976 | 66 | 0.02% | 0.03% | 170 | -292 | -23.03% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 834 | 65 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BankPlus Trust Department | History | No change | 842 | 65 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 787 | 61 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 770 | 52 | 0.01% | 0.01% | 174 | +3 | 0.39% | Q3 2026 | Nov 02, 2026 |
| Pacifica Partners Inc. | History | No change | 700 | 47 | 0.01% | 0.02% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 600 | 47 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 593 | 46 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 595 | 46 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 651 | 44 | 0.0% | 0.01% | 179 | -54 | -7.66% | Q3 2026 | Oct 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 636 | 43 | 0.02% | 0.03% | 182 | +2 | 0.32% | Q3 2026 | Oct 27, 2026 |
| Advisors Preferred, LLC | History | No change | 569 | 43 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 555 | 43 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 546 | 42 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 610 | 41 | 0.0% | 0.0% | 185 | +110 | 22.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 609 | 41 | 0.0% | 0.0% | 186 | +56 | 10.13% | Q3 2026 | Oct 08, 2026 |
| Smithfield Trust Co | History | No change | 527 | 41 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 526 | 41 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 598 | 40 | 0.0% | 0.01% | 189 | -17,500 | -96.7% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 518 | 40 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 495 | 38 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 474 | 37 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGC Financial Services, LLC | History | No change | 514 | 35 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MADDEN SECURITIES Corp | History | New | 510 | 34 | 0.01% | — | 197 | +510 | New | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 500 | 34 | 0.0% | — | 196 | +500 | New | Q3 2026 | Oct 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 440 | 34 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 34 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 505 | 34 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 428 | 33 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 418 | 32 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | New | 439 | 30 | 0.0% | — | 201 | +439 | New | Q3 2026 | Oct 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 445 | 30 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 424 | 29 | 0.02% | 0.02% | 202 | +1 | 0.24% | Q3 2026 | Oct 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 400 | 27 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 405 | 27 | 0.01% | 0.02% | 204 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Kilter Group LLC | History | No change | 356 | 27 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 333 | 26 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairscale Capital, LLC | History | No change | 447 | 26 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 329 | 25 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 342 | 23 | 0.0% | 0.0% | 211 | -2,534 | -88.11% | Q3 2026 | Nov 02, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 23 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 300 | 23 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 350 | 23 | 0.0% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 304 | 23 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 286 | 22 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| LRI Investments, LLC | History | No change | 291 | 22 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 220 | 17 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 224 | 17 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 16 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 216 | 16 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burk Holdings LLC | History | No change | 214 | 16 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DeDora Capital, Inc. | History | New | 221 | 15 | 0.0% | — | 224 | +221 | New | Q3 2026 | Oct 26, 2026 |
| Bangor Savings Bank | History | Added to | 224 | 15 | 0.0% | 0.0% | 222 | +1 | 0.45% | Q3 2026 | Oct 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 222 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Evelyn Partners Group Ltd | History | No change | 200 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | Added to | 209 | 14 | 0.0% | 0.0% | 228 | +1 | 0.48% | Q3 2026 | Oct 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 202 | 14 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 188 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 181 | 14 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFC Planning, Inc. | History | No change | 176 | 13 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 188 | 12 | 0.0% | 0.0% | 230 | -221 | -54.03% | Q3 2026 | Oct 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 157 | 12 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caitlin John, LLC | History | No change | 155 | 12 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 160 | 12 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 132 | 10 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 159 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Paladin Advisory Group, LLC | History | No change | 130 | 10 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dunhill Financial, LLC | History | No change | 129 | 10 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 130 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 143 | 9 | 0.0% | — | 241 | +143 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 106 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| City State Bank | History | No change | 120 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PlanVest Financial, Inc | History | No change | 112 | 8 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 110 | 7 | 0.0% | 0.0% | 247 | -22 | -16.67% | Q3 2026 | Oct 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crews Bank & Trust | History | No change | 100 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Triumph Capital Management | History | No change | 94 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Latitude Advisors, LLC | History | New | 79 | 5 | 0.0% | — | 260 | +79 | New | Q3 2026 | Oct 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 83 | 5 | 0.0% | 0.0% | 256 | +5 | 6.41% | Q3 2026 | Oct 15, 2026 |
| UMB Bank, n.a. | History | No change | 70 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 69 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 75 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | New | 61 | 4 | 0.0% | — | 265 | +61 | New | Q3 2026 | Oct 09, 2026 |
| CENTRAL TRUST Co | History | No change | 53 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Community Financial Services Group, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hughes Financial Services, LLC | History | New | 52 | 3 | 0.0% | — | 273 | +52 | New | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 40 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 53 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Nemes Rush Group LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 46 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GS Investments, Inc. | History | No change | 26 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | New | 23 | 1 | 0.0% | — | 285 | +23 | New | Q3 2026 | Oct 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 26 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Colonial Trust Advisors | History | No change | 15 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Armor Investment Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NVWM, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Continuum Advisory, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Byrne Asset Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Kingdom Financial Group LLC. | History | No change | 23 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -71,809 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Innovative Advisory Group, LLC | History | Closed out | 0 | 0 | — | 2.1% | — | -35,473 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,909 | -100.0% | Q3 2026 | Oct 13, 2026 |
| VVR Holdings LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -7,815 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,973 | -100.0% | Q3 2026 | Oct 23, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.01% | — | -4,528 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,068 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,887 | -100.0% | Q3 2026 | Oct 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,775 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,758 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,686 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,664 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,567 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.08% | — | -2,197 | -100.0% | Q3 2026 | Oct 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,107 | -100.0% | Q3 2026 | Nov 02, 2026 |