Global X Funds - MLPA
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 | 4,875,179 | 258,774 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,348,455 | 177,735 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 1,717,664 | 91,448 | 0.05% | 0.06% | 3 | -57,602 | -3.24% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,128,270 | 59,888 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,030,318 | 54,689 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 922,223 | 48,951 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradewinds Capital Management, LLC | History | New | 742,898 | 39,551 | 6.84% | — | 7 | +742,898 | New | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 661,393 | 35,106 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 546,034 | 28,983 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madrid Financial Services | History | Reduced | 484,213 | 25,779 | 14.25% | 13.72% | 10 | -4,457 | -0.91% | Q3 2026 | Nov 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 483,845 | 25,759 | 0.46% | 0.45% | 11 | +5,334 | 1.11% | Q3 2026 | Oct 23, 2026 |
| Gradient Investments LLC | History | Reduced | 426,189 | 22,690 | 0.32% | 0.32% | 12 | -9,955 | -2.28% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 373,651 | 19,834 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 368,127 | 19,540 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 286,377 | 15,246 | 0.71% | 0.71% | 15 | +8,407 | 3.02% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 282,310 | 14,985 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 279,377 | 14,829 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 273,639 | 14,524 | 0.77% | 0.77% | 18 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 260,089 | 13,847 | 0.62% | 0.74% | 19 | +9,841 | 3.93% | Q3 2026 | Nov 05, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 228,004 | 12,138 | 2.66% | 2.65% | 20 | +370 | 0.16% | Q3 2026 | Oct 08, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 216,537 | 11,528 | 1.95% | 1.92% | 21 | -1,910 | -0.87% | Q3 2026 | Nov 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 213,722 | 11,378 | 0.05% | 0.05% | 22 | +22,638 | 11.85% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 212,176 | 11,263 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 206,457 | 10,991 | 2.1% | 2.28% | 24 | +1,290 | 0.63% | Q3 2026 | Oct 14, 2026 |
| Naviter Wealth, LLC | History | No change | 201,119 | 10,675 | 0.97% | 0.97% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 192,242 | 10,204 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 175,672 | 9,324 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | Added to | 165,496 | 8,811 | 0.53% | 0.56% | 28 | +9,804 | 6.3% | Q3 2026 | Oct 22, 2026 |
| Private Advisory Group LLC | History | No change | 157,059 | 8,336 | 0.45% | 0.45% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | No change | 152,983 | 8,120 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 149,900 | 7,956 | 3.46% | 3.46% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 138,095 | 7,330 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 129,984 | 6,899 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 124,690 | 6,618 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 121,318 | 6,439 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 110,419 | 5,878 | 0.71% | 0.73% | 36 | +2,110 | 1.95% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 104,618 | 5,553 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 102,552 | 5,459 | 0.01% | 0.01% | 38 | -5,694 | -5.26% | Q3 2026 | Nov 05, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 101,864 | 5,423 | 0.83% | 0.86% | 39 | -4,649 | -4.36% | Q3 2026 | Oct 20, 2026 |
| Cascade Financial Partners, LLC | History | No change | 91,846 | 4,875 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 89,755 | 4,764 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point Nemo Capital, LLC | History | Reduced | 85,707 | 4,563 | 2.12% | 2.65% | 42 | -12,771 | -12.97% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 78,126 | 4,239 | 0.01% | 0.01% | 43 | +1,687 | 2.21% | Q3 2026 | Oct 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 79,519 | 4,233 | 0.05% | 0.05% | 44 | -717 | -0.89% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 78,469 | 4,165 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 76,819 | 4,089 | 0.36% | 0.36% | 46 | +44 | 0.06% | Q3 2026 | Nov 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 73,830 | 3,930 | 0.08% | 0.08% | 47 | -1,015 | -1.36% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 73,929 | 3,924 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Strong Tower Advisory Services | History | Added to | 71,510 | 3,807 | 0.67% | 0.67% | 49 | +728 | 1.03% | Q3 2026 | Oct 13, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 70,854 | 3,772 | 1.17% | — | 50 | +70,854 | New | Q3 2026 | Oct 23, 2026 |
| Trivium Point Advisory, LLC | History | No change | 69,436 | 3,685 | 0.33% | 0.33% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 67,781 | 3,608 | 0.37% | 0.4% | 52 | +1,862 | 2.82% | Q3 2026 | Oct 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 66,108 | 3,519 | 0.4% | 0.4% | 53 | +1,948 | 3.04% | Q3 2026 | Oct 09, 2026 |
| HighTower Advisors, LLC | History | No change | 63,634 | 3,377 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,254 | 3,207 | 0.02% | 0.02% | 55 | +17,950 | 42.43% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,581 | 2,959 | 0.01% | 0.01% | 56 | +11,131 | 25.04% | Q3 2026 | Nov 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 54,751 | 2,906 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 51,306 | 2,723 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 50,153 | 2,670 | 0.04% | 0.05% | 59 | +1,253 | 2.56% | Q3 2026 | Nov 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 49,243 | 2,621 | 0.36% | 0.36% | 60 | +1,332 | 2.78% | Q3 2026 | Nov 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 48,838 | 2,600 | 0.01% | 0.01% | 61 | +2,988 | 6.52% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 48,573 | 2,578 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 47,990 | 2,555 | 0.38% | 0.31% | 63 | +9,568 | 24.9% | Q3 2026 | Oct 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 47,956 | 2,553 | 0.04% | 0.04% | 64 | -130 | -0.27% | Q3 2026 | Nov 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 45,166 | 2,523 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 45,032 | 2,421 | 0.31% | — | 66 | +45,032 | New | Q3 2026 | Oct 20, 2026 |
| Krilogy Financial LLC | History | Added to | 41,779 | 2,258 | 0.06% | 0.06% | 67 | +1,142 | 2.81% | Q3 2026 | Oct 13, 2026 |
| Guild Investment Management, Inc. | History | Added to | 41,420 | 2,205 | 1.41% | 1.49% | 68 | +300 | 0.73% | Q3 2026 | Nov 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 40,019 | 2,124 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | Reduced | 39,325 | 2,093 | 0.04% | 0.05% | 70 | -400 | -1.01% | Q3 2026 | Oct 28, 2026 |
| Private Advisor Group, LLC | History | No change | 37,898 | 2,011 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wiser Advisor Group LLC | History | No change | 36,302 | 1,926 | 2.11% | 2.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 34,960 | 1,855 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 33,134 | 1,764 | 0.03% | 0.02% | 74 | +10,000 | 43.23% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,213 | 1,762 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,053 | 1,759 | 0.0% | 0.0% | 76 | +1,384 | 4.37% | Q3 2026 | Nov 02, 2026 |
| Wealthfront Advisers LLC | History | No change | 32,763 | 1,739 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Reduced | 32,378 | 1,723 | 0.97% | 0.99% | 78 | -461 | -1.4% | Q3 2026 | Oct 13, 2026 |
| Demars Financial Group, LLC | History | Added to | 31,057 | 1,653 | 0.43% | 0.43% | 79 | +1,765 | 6.03% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,592 | 1,624 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 28,523 | 1,518 | 0.63% | 0.66% | 81 | +2,046 | 7.73% | Q3 2026 | Oct 28, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 27,653 | 1,467 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,428 | 1,455 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,976 | 1,436 | 0.02% | 0.02% | 84 | +628 | 2.38% | Q3 2026 | Nov 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 26,930 | 1,433 | 0.08% | 0.09% | 85 | -926 | -3.32% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,276 | 1,389 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 26,021 | 1,385 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 25,914 | 1,375 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centurion Wealth Management LLC | History | Added to | 25,785 | 1,372 | 0.33% | 0.31% | 89 | +1,437 | 5.9% | Q3 2026 | Oct 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 25,587 | 1,358 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 25,000 | 1,331 | 0.0% | 0.0% | 91 | +16,000 | 177.78% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 24,679 | 1,310 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 24,357 | 1,292 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 24,208 | 1,284 | 0.24% | 0.24% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 23,844 | 1,265 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Bank Wealth Management | History | Added to | 22,676 | 1,207 | 0.16% | 0.14% | 96 | +2,456 | 12.15% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 21,294 | 1,142 | 0.07% | 0.06% | 97 | +1,779 | 9.12% | Q3 2026 | Nov 02, 2026 |
| Sigma Planning Corp | History | Added to | 20,002 | 1,064 | 0.03% | 0.03% | 98 | +315 | 1.6% | Q3 2026 | Oct 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 19,850 | 1,056 | 0.0% | 0.0% | 99 | -1,314 | -6.21% | Q3 2026 | Nov 04, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Reduced | 19,792 | 1,053 | 0.41% | 0.43% | 100 | -48 | -0.24% | Q3 2026 | Nov 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 18,776 | 996 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TT Capital Management LLC | History | Added to | 18,500 | 984 | 0.72% | 0.67% | 102 | +2,300 | 14.2% | Q3 2026 | Oct 15, 2026 |
| LGL PARTNERS, LLC | History | No change | 18,215 | 966 | 0.35% | 0.35% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 18,049 | 960 | 0.33% | 0.28% | 104 | +4,282 | 31.1% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 17,277 | 917 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,354 | 870 | 0.01% | 0.01% | 106 | +3,983 | 32.2% | Q3 2026 | Oct 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 15,958 | 849 | 0.09% | 0.09% | 107 | -78 | -0.49% | Q3 2026 | Oct 23, 2026 |
| NWAM LLC | History | No change | 15,796 | 838 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | New | 15,241 | 811 | 0.0% | — | 110 | +15,241 | New | Q3 2026 | Nov 05, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 15,249 | 811 | 0.03% | 0.04% | 109 | -4,081 | -21.11% | Q3 2026 | Oct 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,278 | 760 | 0.13% | 0.14% | 111 | +40 | 0.28% | Q3 2026 | Oct 28, 2026 |
| Leisure Capital Management | History | Reduced | 14,049 | 747 | 0.24% | 0.24% | 112 | -222 | -1.56% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,959 | 740 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,455 | 714 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 13,409 | 713 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 13,301 | 706 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,871 | 683 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,711 | 676 | 0.0% | 0.0% | 118 | -4,676 | -26.89% | Q3 2026 | Nov 02, 2026 |
| Morton Capital Management LLC/CA | History | No change | 12,626 | 672 | 0.08% | 0.09% | 119 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,384 | 657 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hurley Capital, LLC | History | New | 12,338 | 656 | 0.32% | — | 121 | +12,338 | New | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 12,264 | 650 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Fermata Advisors, LLC | History | Reduced | 12,113 | 644 | 0.12% | 0.14% | 123 | -1,064 | -8.07% | Q3 2026 | Oct 09, 2026 |
| Canal Capital Management, LLC | History | No change | 12,107 | 642 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indivisible Partners | History | New | 11,897 | 633 | 0.03% | — | 125 | +11,897 | New | Q3 2026 | Oct 26, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 11,704 | 623 | 0.38% | 0.41% | 126 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BlackRock, Inc. | History | No change | 11,561 | 613 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 11,483 | 611 | 0.04% | 0.04% | 128 | +160 | 1.41% | Q3 2026 | Nov 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,498 | 610 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 11,082 | 588 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Friedenthal Financial | History | Added to | 10,613 | 565 | 0.24% | 0.26% | 131 | +123 | 1.17% | Q3 2026 | Oct 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 10,495 | 558 | 0.11% | 0.07% | 132 | +3,628 | 52.83% | Q3 2026 | Oct 26, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 10,263 | 546 | 0.02% | 0.02% | 133 | +963 | 10.35% | Q3 2026 | Oct 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,300 | 546 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,967 | 530 | 0.0% | 0.0% | 135 | +135 | 1.37% | Q3 2026 | Oct 30, 2026 |
| Sowell Financial Services LLC | History | No change | 9,920 | 528 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 9,860 | 524 | 0.12% | 0.11% | 137 | +2,281 | 30.1% | Q3 2026 | Oct 16, 2026 |
| Inscription Capital, LLC | History | No change | 9,438 | 502 | 0.06% | 0.04% | 138 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,151 | 485 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 8,903 | 472 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,510 | 464 | 0.01% | 0.01% | 141 | -627 | -6.86% | Q3 2026 | Oct 26, 2026 |
| SYKON CAPITAL LLC | History | No change | 8,331 | 442 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 8,258 | 439 | 0.13% | 0.12% | 143 | +148 | 1.82% | Q3 2026 | Oct 19, 2026 |
| Aprio Wealth Management, LLC | History | New | 8,169 | 434 | 0.02% | — | 144 | +8,169 | New | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Added to | 7,899 | 420 | 0.01% | 0.01% | 145 | +262 | 3.43% | Q3 2026 | Oct 16, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 7,806 | 415 | 0.17% | 0.12% | 147 | +2,635 | 50.96% | Q3 2026 | Oct 20, 2026 |
| EQUITABLE TRUST CO | History | No change | 7,808 | 415 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,562 | 402 | 0.0% | — | 148 | +7,562 | New | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,300 | 388 | 0.0% | 0.0% | 149 | +1,000 | 15.87% | Q3 2026 | Oct 28, 2026 |
| M3 Advisory Group, LLC | History | No change | 7,327 | 388 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anson Capital, Inc. | History | New | 7,285 | 387 | 0.25% | — | 151 | +7,285 | New | Q3 2026 | Oct 23, 2026 |
| Occidental Asset Management, LLC | History | New | 7,126 | 379 | 0.03% | — | 152 | +7,126 | New | Q3 2026 | Nov 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 6,967 | 370 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,787 | 360 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 6,744 | 359 | 0.23% | 0.31% | 155 | -39,884 | -85.54% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 6,694 | 356 | 0.02% | 0.02% | 156 | +458 | 7.34% | Q3 2026 | Oct 23, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 6,627 | 351 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 6,429 | 341 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,416 | 340 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,382 | 338 | 0.21% | 0.21% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,292 | 333 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 6,114 | 325 | 0.03% | 0.03% | 162 | -70 | -1.13% | Q3 2026 | Oct 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,114 | 324 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meredith Wealth Planning | History | No change | 5,961 | 317 | 0.08% | 0.07% | 164 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hudock, Inc. | History | Added to | 5,895 | 313 | 0.04% | 0.04% | 166 | +53 | 0.91% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,910 | 313 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 5,911 | 313 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 5,779 | 310 | 0.07% | 0.06% | 168 | +111 | 1.96% | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | Added to | 5,785 | 307 | 0.05% | 0.05% | 169 | +390 | 7.23% | Q3 2026 | Nov 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,668 | 300 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Value Investment Professionals, LLC | History | Added to | 5,540 | 294 | 0.26% | 0.25% | 171 | +8 | 0.14% | Q3 2026 | Oct 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,521 | 293 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 5,500 | 292 | 0.26% | 0.26% | 173 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 5,483 | 291 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 5,456 | 289 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 5,420 | 288 | 0.04% | — | 176 | +5,420 | New | Q3 2026 | Oct 30, 2026 |
| ProVise Management Group, LLC | History | No change | 5,420 | 287 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 5,298 | 282 | 0.15% | 1.85% | 178 | -57,930 | -91.62% | Q3 2026 | Nov 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,294 | 281 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FF Advisors,LLC | History | Reduced | 5,071 | 269 | 0.1% | 0.12% | 180 | -812 | -13.8% | Q3 2026 | Oct 21, 2026 |
| APS Management Group, Inc. | History | Reduced | 5,014 | 266 | 0.19% | 0.78% | 182 | -14,189 | -73.89% | Q3 2026 | Oct 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 5,000 | 266 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Worth Asset Management, LLC | History | New | 4,908 | 261 | 0.08% | — | 183 | +4,908 | New | Q3 2026 | Oct 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,810 | 256 | 0.01% | — | 184 | +4,810 | New | Q3 2026 | Oct 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 4,755 | 253 | 0.02% | 0.02% | 185 | -466 | -8.93% | Q3 2026 | Nov 04, 2026 |
| Advisory Alpha, LLC | History | No change | 4,734 | 252 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,709 | 250 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 4,706 | 250 | 0.07% | 0.06% | 188 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,656 | 247 | 0.0% | 0.0% | 189 | +67 | 1.46% | Q3 2026 | Oct 22, 2026 |
| Everstar Asset Management, LLC | History | No change | 4,555 | 241 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 4,490 | 239 | 0.13% | 0.15% | 191 | -110 | -2.39% | Q3 2026 | Nov 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,502 | 238 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,424 | 235 | 0.0% | 0.0% | 193 | -1,615 | -26.74% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,363 | 231 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,319 | 229 | 0.01% | 0.01% | 195 | -87 | -1.97% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,200 | 222 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SWS Partners | History | Reduced | 4,096 | 218 | 0.05% | 0.05% | 197 | -16 | -0.39% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,072 | 216 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Added to | 4,016 | 213 | 0.0% | 0.0% | 199 | +817 | 25.54% | Q3 2026 | Oct 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,950 | 210 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| M Holdings Securities, Inc. | History | New | 3,891 | 208 | 0.01% | — | 202 | +3,891 | New | Q3 2026 | Nov 03, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 3,926 | 208 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,850 | 204 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CHOREO, LLC | History | Reduced | 3,778 | 201 | 0.0% | 0.0% | 204 | -979 | -20.58% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,250 | 172 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,854 | 151 | 0.01% | 0.01% | 206 | +14 | 0.49% | Q3 2026 | Oct 26, 2026 |
| NFSG Corp | History | Added to | 2,810 | 149 | 0.02% | 0.02% | 207 | +26 | 0.93% | Q3 2026 | Oct 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,365 | 125 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | No change | 2,355 | 125 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NBH Bank | History | No change | 2,250 | 119 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,238 | 118 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,123 | 112 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,013 | 107 | 0.01% | 0.01% | 213 | +347 | 20.83% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 1,948 | 103 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Luminist Capital LLC | History | No change | 1,903 | 101 | 0.11% | 0.11% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,666 | 88 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,236 | 65 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 878 | 46 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 821 | 43 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 775 | 41 | 0.0% | 0.0% | 220 | +67 | 9.46% | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 755 | 40 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 741 | 39 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Register Financial Advisors LLC | History | Added to | 660 | 35 | 0.01% | 0.01% | 224 | +275 | 71.43% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | Added to | 659 | 35 | 0.0% | 0.0% | 223 | +34 | 5.44% | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | Added to | 620 | 33 | 0.01% | 0.0% | 225 | +250 | 67.57% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 610 | 32 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 584 | 31 | 0.02% | — | 227 | +584 | New | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 557 | 29 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 490 | 26 | 0.0% | 0.0% | 229 | +90 | 22.5% | Q3 2026 | Nov 03, 2026 |
| SHP Wealth Management | History | No change | 492 | 26 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 500 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | No change | 480 | 25 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 434 | 23 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 391 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | New | 300 | 15 | 0.0% | — | 236 | +300 | New | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 273 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 248 | 13 | 0.01% | — | 239 | +248 | New | Q3 2026 | Oct 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 218 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 200 | 10 | 0.0% | — | 241 | +200 | New | Q3 2026 | Oct 26, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 153 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 136 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Avion Wealth | History | No change | 141 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pathway Financial Advisers, LLC | History | New | 125 | 6 | 0.0% | — | 248 | +125 | New | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 131 | 6 | 0.0% | 0.0% | 247 | +2 | 1.55% | Q3 2026 | Oct 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 115 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 101 | 5 | 0.0% | 0.0% | 250 | +76 | 304.0% | Q3 2026 | Oct 21, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 82 | 4 | 0.0% | — | 252 | +82 | New | Q3 2026 | Oct 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Next Level Wealth Planning, LLC | History | New | 59 | 3 | 0.0% | — | 255 | +59 | New | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 75 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 65 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Spire Wealth Management | History | No change | 24 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -117,458 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -6,452 | -100.0% | Q3 2026 | Oct 20, 2026 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,039 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,103 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,809 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -923 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2026 | Oct 27, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HOWE & RUSLING INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Burk Holdings LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |