Global X Funds - MLPX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 11,112,678 | 818,559 | 0.04% | 0.05% | 1 | +321,443 | 2.98% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,313,901 | 170,441 | 0.01% | 0.01% | 2 | -20,457 | -0.88% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | New | 2,139,399 | 157,588 | 0.41% | — | 3 | +2,139,399 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,431,595 | 105,451 | 0.02% | 0.02% | 4 | +162,847 | 12.84% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 778,880 | 57,372 | 0.01% | 0.01% | 5 | +21,660 | 2.86% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 754,742 | 55,594 | 0.01% | 0.01% | 6 | -54,945 | -6.79% | Q2 2026 | Aug 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 667,709 | 49,183 | 4.51% | 5.08% | 7 | -5,490 | -0.82% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 549,091 | 40,446 | 0.01% | 0.01% | 8 | +81,646 | 17.47% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 527,102 | 38,826 | 0.0% | 0.0% | 9 | +491,538 | 1382.12% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 514,296 | 37,883 | 0.02% | 0.02% | 10 | +1,221 | 0.24% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 420,875 | 31,195 | 0.0% | 0.0% | 11 | +22,877 | 5.75% | Q2 2026 | Aug 12, 2026 |
| Payne Capital Management, LLC | History | Added to | 420,592 | 30,980 | 8.26% | 9.36% | 12 | +2,413 | 0.58% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 408,329 | 30,077 | 0.04% | 0.04% | 13 | +10,013 | 2.51% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | New | 406,672 | 29,955 | 0.81% | — | 14 | +406,672 | New | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | Reduced | 404,310 | 29,782 | 0.73% | 0.83% | 15 | -8,250 | -2.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 401,465 | 29,572 | 0.0% | 0.01% | 16 | -6,671 | -1.63% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | Added to | 382,918 | 28,205 | 1.08% | 1.18% | 17 | +10,302 | 2.76% | Q2 2026 | Aug 06, 2026 |
| Decker Wealth Management LLC | History | Reduced | 371,036 | 27,330 | 5.8% | 6.28% | 18 | -3,586 | -0.96% | Q2 2026 | Jul 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 349,682 | 25,773 | 0.01% | 0.01% | 19 | -41,971 | -10.72% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 333,537 | 24,568 | 3.66% | 4.09% | 20 | +24,313 | 7.86% | Q2 2026 | Aug 12, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 330,585 | 24,350 | 8.77% | 9.97% | 21 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 326,689 | 24,063 | 0.01% | 0.01% | 22 | +9,679 | 3.05% | Q2 2026 | Aug 03, 2026 |
| Presidio Capital Management, LLC | History | Added to | 293,435 | 21,614 | 5.4% | 4.83% | 23 | +68,516 | 30.46% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 292,323 | 21,532 | 0.02% | 0.02% | 24 | +8,382 | 2.95% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 266,570 | 19,635 | 0.07% | 0.04% | 25 | +138,560 | 108.24% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 225,513 | 16,611 | 0.02% | 0.02% | 26 | +28,773 | 14.62% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 225,494 | 16,609 | 0.02% | 0.01% | 27 | +36,444 | 19.28% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 199,210 | 14,673 | 0.02% | 0.02% | 28 | +7,379 | 3.85% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 187,687 | 13,825 | 0.02% | 0.02% | 29 | -3,431 | -1.8% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 187,651 | 13,822 | 0.01% | 0.02% | 30 | -2,246 | -1.18% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 183,569 | 13,521 | 0.05% | 0.08% | 31 | +273 | 0.15% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 171,531 | 12,644 | 0.01% | 0.02% | 32 | +12,418 | 7.8% | Q2 2026 | Aug 14, 2026 |
| Annandale Capital, LLC | History | Reduced | 171,649 | 12,644 | 1.73% | 1.84% | 33 | -4,384 | -2.49% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 156,042 | 11,494 | 0.2% | 0.25% | 34 | +164 | 0.11% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Reduced | 154,059 | 11,348 | 0.01% | 0.02% | 35 | -5,825 | -3.64% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 136,453 | 10,051 | 0.12% | 0.16% | 36 | +3,597 | 2.71% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 131,899 | 9,715 | 0.06% | 0.05% | 37 | +7,321 | 5.88% | Q2 2026 | Aug 17, 2026 |
| Warner Group LLC | History | Added to | 129,447 | 9,534 | 2.35% | 3.55% | 38 | +55,849 | 75.88% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 126,244 | 9,299 | 0.02% | 0.02% | 39 | +8,761 | 7.46% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 122,022 | 8,988 | 0.61% | 0.51% | 40 | +1,531 | 1.27% | Q2 2026 | Jul 20, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 121,160 | 8,924 | 0.17% | 0.19% | 41 | +7,571 | 6.67% | Q2 2026 | Jul 28, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 119,986 | 8,838 | 0.13% | 0.15% | 42 | -1,785 | -1.47% | Q2 2026 | Aug 13, 2026 |
| MENLO ADVISORS LLC | History | Added to | 115,872 | 8,535 | 3.74% | 2.7% | 43 | +16,620 | 16.75% | Q2 2026 | Sep 10, 2026 |
| Madrid Financial Services | History | Reduced | 115,817 | 8,531 | 4.51% | 5.64% | 44 | -13,471 | -10.42% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 113,093 | 8,330 | 0.07% | 0.08% | 45 | +1,847 | 1.66% | Q2 2026 | Jul 17, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Added to | 110,989 | 8,175 | 4.65% | 4.15% | 46 | +5,157 | 4.87% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 103,263 | 7,606 | 0.0% | 0.0% | 47 | +28,266 | 37.69% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 92,724 | 6,829 | 0.02% | 0.02% | 48 | -399 | -0.43% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 88,072 | 6,685 | 0.8% | 0.84% | 49 | -261 | -0.3% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 89,900 | 6,622 | 0.0% | 0.03% | 50 | -385,500 | -81.09% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 88,656 | 6,530 | 0.04% | 0.05% | 51 | +5,687 | 6.85% | Q2 2026 | Sep 08, 2026 |
| Seascape Capital Management | History | Reduced | 88,345 | 6,508 | 1.56% | 1.91% | 52 | -1,576 | -1.75% | Q2 2026 | Jul 21, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 85,522 | 6,299 | 0.39% | 0.54% | 53 | +1,003 | 1.19% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 85,268 | 6,280 | 0.25% | 0.27% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 79,029 | 5,821 | 0.01% | 0.01% | 55 | +2,043 | 2.65% | Q2 2026 | Aug 13, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 75,974 | 5,799 | 1.16% | 1.17% | 56 | -223 | -0.29% | Q2 2026 | Jul 24, 2026 |
| Fortis Advisors, LLC | History | Added to | 74,252 | 5,469 | 2.56% | 2.75% | 57 | +62 | 0.08% | Q2 2026 | Aug 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 72,498 | 5,340 | 1.31% | 1.32% | 58 | +1,216 | 1.71% | Q2 2026 | Jul 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 71,576 | 5,272 | 0.49% | 0.37% | 59 | +3,248 | 4.75% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 71,005 | 5,230 | 0.01% | 0.01% | 60 | -65 | -0.09% | Q2 2026 | Aug 07, 2026 |
| Naviter Wealth, LLC | History | Added to | 63,402 | 4,670 | 0.42% | 0.12% | 61 | +50,800 | 403.11% | Q2 2026 | Aug 07, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 61,408 | 4,523 | 1.06% | 1.14% | 62 | -247 | -0.4% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 59,072 | 4,351 | 0.16% | 0.18% | 63 | -813 | -1.36% | Q2 2026 | Jul 21, 2026 |
| DDFG, Inc | History | Reduced | 58,507 | 4,309 | 0.86% | 2.18% | 64 | -78,062 | -57.16% | Q2 2026 | Jul 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 56,686 | 4,175 | 0.15% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 55,573 | 4,174 | 0.0% | 0.0% | 66 | +9,655 | 21.03% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 55,358 | 4,077 | 0.01% | 0.01% | 67 | -1,827 | -3.19% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 54,072 | 3,982 | 0.01% | 0.01% | 68 | -3,698 | -6.4% | Q2 2026 | Aug 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 52,107 | 3,838 | 1.05% | 1.23% | 69 | -1,554 | -2.9% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 52,034 | 3,833 | 0.02% | 0.02% | 70 | +12,009 | 30.0% | Q2 2026 | Jul 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 51,863 | 3,820 | 1.6% | 1.35% | 71 | +12,118 | 30.49% | Q2 2026 | Aug 05, 2026 |
| Blume Capital Management, Inc. | History | Added to | 51,362 | 3,783 | 0.55% | 0.64% | 72 | +202 | 0.39% | Q2 2026 | Jul 27, 2026 |
| Old Port Advisors | History | Reduced | 50,693 | 3,734 | 0.74% | 1.34% | 73 | -28,100 | -35.66% | Q2 2026 | Jul 21, 2026 |
| Essex LLC | History | Reduced | 50,204 | 3,697 | 0.56% | 0.69% | 74 | -2,521 | -4.78% | Q2 2026 | Jul 24, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 50,114 | 3,691 | 0.23% | 0.26% | 75 | +4,224 | 9.2% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 49,800 | 3,668 | 0.05% | 0.04% | 76 | +11,269 | 29.25% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 49,781 | 3,666 | 0.01% | 0.01% | 77 | +3,054 | 6.54% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,657 | 3,657 | 0.0% | 0.0% | 78 | +10,224 | 25.93% | Q2 2026 | Jul 28, 2026 |
| Bollard Group LLC | History | Added to | 47,622 | 3,508 | 0.11% | 0.1% | 79 | +475 | 1.01% | Q2 2026 | Aug 12, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 47,413 | 3,492 | 0.53% | 0.49% | 80 | +7,622 | 19.16% | Q2 2026 | Jul 21, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 46,665 | 3,437 | 0.83% | 0.74% | 81 | +10,933 | 30.6% | Q2 2026 | Aug 10, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 45,538 | 3,354 | 0.3% | 0.35% | 82 | +1,326 | 3.0% | Q2 2026 | Jul 08, 2026 |
| Vectors Research Management, LLC | History | Reduced | 45,477 | 3,349 | 0.87% | 0.99% | 83 | -307 | -0.67% | Q2 2026 | Jul 29, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 45,113 | 3,323 | 0.51% | 0.53% | 84 | -440 | -0.97% | Q2 2026 | Aug 13, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 44,876 | 3,305 | 0.7% | 0.91% | 85 | +412 | 0.93% | Q2 2026 | Jul 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 44,309 | 3,263 | 0.3% | 0.29% | 86 | +7,277 | 19.65% | Q2 2026 | Jul 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 44,183 | 3,254 | 0.19% | 0.21% | 87 | -554 | -1.24% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,959 | 3,164 | 0.01% | 0.01% | 88 | +4,740 | 12.4% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 42,024 | 3,095 | 0.06% | 0.06% | 89 | +3,078 | 7.9% | Q2 2026 | Jul 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 41,647 | 3,067 | 0.19% | 0.22% | 90 | +530 | 1.29% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,745 | 2,891 | 0.0% | 0.01% | 91 | +3,557 | 10.11% | Q2 2026 | Jul 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 38,101 | 2,806 | 1.08% | 1.2% | 92 | +1,253 | 3.4% | Q2 2026 | Jul 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 38,034 | 2,801 | 0.14% | 0.17% | 93 | -1,766 | -4.44% | Q2 2026 | Jul 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 37,982 | 2,797 | 0.07% | 0.07% | 94 | +3,635 | 10.58% | Q2 2026 | Aug 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 37,492 | 2,761 | 0.29% | 0.34% | 95 | +178 | 0.48% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 36,611 | 2,697 | 0.27% | 0.28% | 96 | +2,729 | 8.05% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,091 | 2,658 | 0.01% | 0.01% | 97 | +51 | 0.14% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 34,698 | 2,555 | 0.04% | — | 98 | +34,698 | New | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 34,670 | 2,553 | 0.0% | 0.01% | 99 | -24,590 | -41.5% | Q2 2026 | Aug 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 33,726 | 2,484 | 0.25% | 0.29% | 100 | +1,060 | 3.24% | Q2 2026 | Jul 23, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 32,777 | 2,414 | 0.47% | 0.5% | 101 | +3,813 | 13.16% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 32,459 | 2,390 | 0.29% | 0.32% | 102 | -1,404 | -4.15% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 32,351 | 2,382 | 0.09% | 0.11% | 103 | +159 | 0.49% | Q2 2026 | Jul 20, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 31,704 | 2,335 | 0.37% | 0.36% | 104 | +7,490 | 30.93% | Q2 2026 | Jul 10, 2026 |
| Summit Financial, LLC | History | Added to | 31,693 | 2,334 | 0.03% | 0.01% | 105 | +23,844 | 303.78% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,444 | 2,316 | 0.0% | 0.01% | 106 | -353 | -1.11% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,047 | 2,286 | 0.0% | 0.0% | 107 | +1,660 | 5.65% | Q2 2026 | Aug 19, 2026 |
| SHARPEPOINT LLC | History | Reduced | 30,981 | 2,282 | 1.14% | 1.41% | 108 | -1,085 | -3.38% | Q2 2026 | Jul 29, 2026 |
| Advisor Resource Council | History | Added to | 30,556 | 2,225 | 0.63% | 0.72% | 109 | +409 | 1.36% | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 29,452 | 2,169 | 0.42% | 0.44% | 110 | +422 | 1.45% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 29,444 | 2,168 | 0.02% | 0.02% | 111 | +278 | 0.95% | Q2 2026 | Aug 11, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 28,205 | 2,077 | 0.53% | 0.59% | 112 | +45 | 0.16% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,992 | 1,988 | 0.11% | 0.12% | 113 | +1,431 | 5.6% | Q2 2026 | Jul 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 26,866 | 1,978 | 0.1% | 0.11% | 114 | -247 | -0.91% | Q2 2026 | Jul 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 26,385 | 1,943 | 0.02% | 0.03% | 115 | -3,765 | -12.49% | Q2 2026 | Aug 13, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 25,841 | 1,932 | 1.44% | — | 116 | +25,841 | New | Q2 2026 | Aug 07, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 23,531 | 1,733 | 0.48% | 0.59% | 117 | +1,504 | 6.83% | Q2 2026 | Aug 14, 2026 |
| Verity & Verity, LLC | History | Reduced | 23,442 | 1,726 | 0.12% | 0.13% | 118 | -85 | -0.36% | Q2 2026 | Jul 28, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 23,181 | 1,707 | 0.61% | 0.74% | 119 | +247 | 1.08% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,631 | 1,667 | 0.01% | 0.01% | 120 | -2,371 | -9.48% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | Reduced | 22,268 | 1,640 | 0.14% | 0.15% | 121 | -1,100 | -4.71% | Q2 2026 | Jul 07, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 21,236 | 1,564 | 0.34% | 0.3% | 122 | +3,613 | 20.5% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,176 | 1,559 | 0.03% | 0.04% | 123 | +195 | 0.93% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 21,018 | 1,548 | 0.14% | — | 124 | +21,018 | New | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | New | 20,676 | 1,522 | 0.05% | — | 125 | +20,676 | New | Q2 2026 | Aug 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 20,155 | 1,484 | 0.47% | 0.51% | 126 | +658 | 3.37% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 20,098 | 1,480 | 0.13% | 0.13% | 127 | -1,022 | -4.84% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 19,798 | 1,458 | 0.14% | 0.16% | 128 | +1 | 0.01% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,742 | 1,454 | 0.0% | 0.0% | 129 | -566 | -2.79% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 19,521 | 1,437 | 0.29% | 0.3% | 130 | +1,318 | 7.24% | Q2 2026 | Jul 07, 2026 |
| J.Safra Asset Management Corp | History | Added to | 19,147 | 1,410 | 0.06% | 0.07% | 131 | +476 | 2.55% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,390 | 1,354 | 0.05% | 0.06% | 132 | +951 | 5.45% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 18,210 | 1,341 | 0.01% | 0.0% | 133 | +17,897 | 5717.89% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 17,755 | 1,307 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,481 | 1,287 | 0.01% | 0.0% | 135 | +11,221 | 179.25% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 17,237 | 1,274 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,176 | 1,265 | 0.01% | 0.01% | 137 | +2,997 | 21.14% | Q2 2026 | Jul 20, 2026 |
| Tandem Financial, LLC | History | Added to | 16,516 | 1,216 | 0.37% | 0.37% | 138 | +602 | 3.78% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,066 | 1,183 | 0.01% | 0.02% | 139 | -1,107 | -6.45% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | New | 15,956 | 1,175 | 0.04% | — | 140 | +15,956 | New | Q2 2026 | Jul 30, 2026 |
| GC Wealth Management RIA, LLC | History | New | 15,956 | 1,175 | 0.07% | — | 141 | +15,956 | New | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | New | 15,760 | 1,160 | 0.0% | — | 142 | +15,760 | New | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 15,146 | 1,115 | 0.0% | 0.0% | 143 | -690 | -4.36% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 14,602 | 1,102 | 0.12% | 0.1% | 144 | +1,714 | 13.3% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 14,935 | 1,100 | 0.0% | 0.0% | 145 | +2,537 | 20.46% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,926 | 1,099 | 0.01% | 0.01% | 146 | +3,323 | 28.64% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Reduced | 14,916 | 1,095 | 0.0% | 0.01% | 147 | -584 | -3.77% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 14,762 | 1,087 | 0.17% | 0.17% | 148 | +1,999 | 15.66% | Q2 2026 | Aug 17, 2026 |
| Planning Strategies Inc. | History | New | 14,362 | 1,057 | 0.66% | — | 149 | +14,362 | New | Q2 2026 | Jul 27, 2026 |
| Fielder Capital Group LLC | History | No change | 14,066 | 1,036 | 0.22% | 0.23% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 13,889 | 1,023 | 0.02% | 0.02% | 151 | +3,394 | 32.34% | Q2 2026 | Jul 13, 2026 |
| WESPAC Advisors, LLC | History | Added to | 13,851 | 1,020 | 0.5% | 0.53% | 152 | +865 | 6.66% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,178 | 970 | 0.02% | 0.02% | 153 | -169 | -1.27% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 12,916 | 951 | 0.0% | 0.0% | 154 | +1,716 | 15.32% | Q2 2026 | Aug 13, 2026 |
| LVZ, Inc. | History | Added to | 12,599 | 928 | 0.09% | 0.1% | 155 | +824 | 7.0% | Q2 2026 | Jul 09, 2026 |
| Birch Capital Management, LLC | History | No change | 12,592 | 927 | 0.45% | 0.49% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 12,544 | 924 | 0.51% | 0.67% | 157 | -1,419 | -10.16% | Q2 2026 | Jul 13, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 12,286 | 904 | 0.04% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,231 | 900 | 0.01% | 0.01% | 159 | +2,693 | 28.23% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,763 | 866 | 0.0% | 0.0% | 160 | +2,644 | 28.99% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Added to | 11,424 | 841 | 0.0% | 0.0% | 161 | +308 | 2.77% | Q2 2026 | Aug 07, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 11,392 | 839 | 0.11% | 0.1% | 162 | +1,446 | 14.54% | Q2 2026 | Aug 10, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 11,304 | 833 | 0.53% | 0.49% | 163 | -8 | -0.07% | Q2 2026 | Jul 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 11,190 | 824 | 0.04% | 0.05% | 164 | +1,124 | 11.17% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 11,070 | 815 | 0.0% | 0.0% | 165 | +1,465 | 15.25% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Added to | 11,032 | 815 | 0.11% | 0.12% | 166 | +349 | 3.27% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | New | 10,874 | 800 | 0.02% | — | 167 | +10,874 | New | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 10,816 | 799 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,632 | 783 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 10,447 | 769 | 0.05% | 0.06% | 170 | +129 | 1.25% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,980 | 735 | 0.0% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anson Capital, Inc. | History | Reduced | 9,973 | 734 | 0.48% | 0.51% | 172 | -39 | -0.39% | Q2 2026 | Jul 29, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 9,949 | 732 | 0.29% | — | 173 | +9,949 | New | Q2 2026 | Jul 21, 2026 |
| Altiora Financial Group, LLC | History | Added to | 9,848 | 725 | 0.11% | 0.12% | 174 | +248 | 2.58% | Q2 2026 | Aug 07, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 9,642 | 710 | 0.03% | 0.04% | 175 | -69 | -0.71% | Q2 2026 | Aug 07, 2026 |
| Investors Research Corp | History | Reduced | 9,612 | 708 | 0.13% | 0.33% | 176 | -13,565 | -58.53% | Q2 2026 | Jul 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 9,513 | 700 | 0.29% | — | 177 | +9,513 | New | Q2 2026 | Aug 13, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 9,185 | 676 | 0.06% | 0.07% | 178 | +685 | 8.06% | Q2 2026 | Jul 24, 2026 |
| Argent Advisors, Inc. | History | Reduced | 9,176 | 675 | 0.17% | 0.19% | 179 | -265 | -2.81% | Q2 2026 | Aug 05, 2026 |
| Palumbo Wealth Management LLC | History | No change | 9,082 | 668 | 0.14% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 8,954 | 659 | 0.06% | 0.07% | 181 | +56 | 0.63% | Q2 2026 | Jul 28, 2026 |
| Index Technologies Group LLC | History | Added to | 8,871 | 653 | 0.52% | 0.71% | 182 | +71 | 0.81% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 8,457 | 626 | 0.01% | 0.01% | 183 | -1,457 | -14.7% | Q2 2026 | Aug 13, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 8,324 | 613 | 0.01% | — | 184 | +8,324 | New | Q2 2026 | Aug 12, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 8,312 | 612 | 0.17% | 0.21% | 185 | -58 | -0.69% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,297 | 611 | 0.38% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 8,219 | 605 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,198 | 603 | 0.01% | 0.01% | 188 | -117 | -1.41% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | Added to | 7,823 | 576 | 0.11% | 0.12% | 189 | +245 | 3.23% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 7,715 | 568 | 0.01% | 0.01% | 190 | -771 | -9.09% | Q2 2026 | Jul 31, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,602 | 559 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,555 | 556 | 0.01% | 0.01% | 192 | +263 | 3.61% | Q2 2026 | Aug 03, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,540 | 555 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plan Group Financial, LLC | History | No change | 7,000 | 515 | 0.11% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | Added to | 6,933 | 510 | 0.0% | 0.0% | 195 | +6,802 | 5192.37% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,811 | 501 | 0.02% | 0.13% | 196 | -33,500 | -83.1% | Q2 2026 | Aug 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 6,657 | 490 | 0.25% | 0.29% | 197 | +26 | 0.39% | Q2 2026 | Aug 11, 2026 |
| Quartz Partners, LLC | History | Added to | 6,607 | 486 | 0.16% | 0.18% | 198 | +138 | 2.13% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,423 | 473 | 0.01% | 0.01% | 199 | +103 | 1.63% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,405 | 471 | 0.0% | 0.0% | 200 | +411 | 6.86% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 6,405 | 471 | 0.03% | 0.04% | 201 | -25 | -0.39% | Q2 2026 | Jul 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,326 | 465 | 0.14% | 0.12% | 202 | +1,598 | 33.8% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,300 | 464 | 0.0% | 0.0% | 203 | -17,300 | -73.31% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,100 | 449 | 0.0% | 0.0% | 204 | -409,100 | -98.53% | Q2 2026 | Aug 14, 2026 |
| Meredith Wealth Planning | History | No change | 5,985 | 440 | 0.1% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | Added to | 5,906 | 435 | 0.01% | 0.01% | 206 | +300 | 5.35% | Q2 2026 | Aug 14, 2026 |
| Legacy PCG, LLC | History | Reduced | 5,916 | 435 | 2.1% | 2.37% | 207 | -52 | -0.87% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 5,838 | 430 | 0.19% | 0.22% | 208 | +8 | 0.14% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 5,600 | 412 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Betterment LLC | History | New | 5,530 | 407 | 0.0% | — | 210 | +5,530 | New | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,298 | 390 | 0.25% | 0.26% | 211 | +13 | 0.25% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 5,289 | 389 | 0.0% | 0.0% | 212 | +1,698 | 47.28% | Q2 2026 | Aug 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 5,158 | 380 | 0.01% | 0.02% | 213 | -498 | -8.8% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | Reduced | 5,061 | 372 | 0.0% | 0.0% | 214 | -680 | -11.84% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,039 | 371 | 0.0% | 0.0% | 215 | -329 | -6.13% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | Reduced | 5,007 | 369 | 0.01% | 0.01% | 216 | -199 | -3.82% | Q2 2026 | Aug 13, 2026 |
| Grandview Asset Management LLC | History | Reduced | 4,980 | 366 | 0.09% | 0.11% | 217 | -28 | -0.56% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,768 | 351 | 0.05% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 4,711 | 347 | 0.34% | 0.37% | 219 | -250 | -5.04% | Q2 2026 | Aug 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 4,705 | 346 | 0.1% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Somerset Trust Co | History | Reduced | 4,637 | 341 | 0.1% | 0.11% | 221 | -43 | -0.92% | Q2 2026 | Jul 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,570 | 336 | 0.03% | 0.04% | 222 | -380 | -7.68% | Q2 2026 | Jul 29, 2026 |
| Entelevest, LLC | History | Added to | 4,505 | 331 | 0.28% | 0.31% | 223 | +260 | 6.12% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | No change | 4,300 | 316 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 4,278 | 315 | 0.12% | 0.13% | 225 | +340 | 8.63% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,056 | 298 | 0.01% | 0.01% | 226 | +508 | 14.32% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,961 | 291 | 0.02% | 0.02% | 227 | +335 | 9.24% | Q2 2026 | Jul 08, 2026 |
| Third View Private Wealth, LLC | History | New | 3,915 | 288 | 0.04% | — | 228 | +3,915 | New | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,871 | 285 | 0.0% | 0.0% | 229 | +906 | 30.56% | Q2 2026 | Aug 13, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 3,833 | 283 | 0.08% | 0.08% | 230 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,828 | 282 | 0.0% | 0.01% | 231 | -5,679 | -59.73% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,805 | 280 | 0.0% | 0.0% | 232 | -184 | -4.61% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,797 | 279 | 0.01% | — | 233 | +3,797 | New | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 3,723 | 278 | 0.1% | 0.1% | 234 | +308 | 9.02% | Q2 2026 | Jul 28, 2026 |
| KDK Private Wealth Management, LLC | History | New | 3,711 | 273 | 0.23% | — | 235 | +3,711 | New | Q2 2026 | Aug 12, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 3,701 | 272 | 0.24% | 0.27% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,662 | 269 | 0.0% | 0.0% | 238 | +543 | 17.41% | Q2 2026 | Jul 28, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,666 | 269 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,636 | 267 | 0.0% | 0.0% | 239 | -933 | -20.42% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,565 | 264 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,561 | 262 | 0.0% | 0.01% | 241 | -24 | -0.67% | Q2 2026 | Jul 15, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 3,532 | 260 | 0.05% | 0.05% | 243 | -2 | -0.06% | Q2 2026 | Aug 06, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,540 | 260 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,528 | 259 | 0.01% | — | 244 | +3,528 | New | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | New | 3,495 | 257 | 0.0% | — | 245 | +3,495 | New | Q2 2026 | Aug 11, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 3,467 | 255 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,469 | 254 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,381 | 249 | 0.01% | 0.01% | 248 | +203 | 6.39% | Q2 2026 | Jul 27, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 3,375 | 248 | 0.04% | 0.06% | 249 | -650 | -16.15% | Q2 2026 | Jul 09, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 3,372 | 248 | 0.14% | 0.19% | 251 | -570 | -14.46% | Q2 2026 | Jul 21, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 3,374 | 248 | 0.21% | 0.31% | 250 | -166 | -4.69% | Q2 2026 | Jul 23, 2026 |
| Maridea Wealth Management LLC | History | New | 3,357 | 247 | 0.03% | — | 252 | +3,357 | New | Q2 2026 | Aug 06, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 3,342 | 246 | 0.06% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,323 | 244 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 3,278 | 241 | 0.02% | — | 255 | +3,278 | New | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | New | 3,162 | 232 | 0.01% | — | 256 | +3,162 | New | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,144 | 231 | 0.0% | 0.0% | 257 | +1 | 0.03% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,134 | 230 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,972 | 218 | 0.0% | — | 261 | +2,972 | New | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,963 | 218 | 0.0% | — | 260 | +2,963 | New | Q2 2026 | Aug 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,960 | 218 | 0.0% | — | 259 | +2,960 | New | Q2 2026 | Aug 14, 2026 |
| FWG Holdings, LLC | History | New | 2,785 | 214 | 0.07% | — | 264 | +2,785 | New | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,918 | 214 | 0.01% | 0.01% | 263 | -26 | -0.88% | Q2 2026 | Jul 29, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,917 | 214 | 0.01% | 0.01% | 262 | +13 | 0.45% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Reduced | 2,825 | 208 | 0.0% | 0.0% | 265 | -9 | -0.32% | Q2 2026 | Jul 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,800 | 206 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookwood Investment Group LLC | History | New | 2,765 | 203 | 0.02% | — | 267 | +2,765 | New | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,733 | 201 | 0.0% | 0.0% | 268 | +1,565 | 133.99% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,655 | 195 | 0.04% | 0.04% | 269 | -60 | -2.21% | Q2 2026 | Aug 14, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 2,571 | 189 | 0.0% | 0.0% | 270 | -206 | -7.42% | Q2 2026 | Jul 22, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 2,510 | 184 | 0.02% | 0.02% | 271 | -115 | -4.38% | Q2 2026 | Aug 06, 2026 |
| Community Bank, N.A. | History | Reduced | 1,941 | 142 | 0.02% | 0.02% | 272 | -4 | -0.21% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,883 | 139 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 1,866 | 137 | 0.08% | 0.07% | 274 | +436 | 30.49% | Q2 2026 | Aug 17, 2026 |
| Allied Private Wealth LLC | History | New | 1,732 | 131 | 0.08% | — | 275 | +1,732 | New | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Added to | 1,770 | 130 | 0.0% | 0.0% | 276 | +573 | 47.87% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,756 | 129 | 0.0% | 0.01% | 277 | -2,734 | -60.89% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,672 | 123 | 0.01% | 0.02% | 278 | -933 | -35.82% | Q2 2026 | Jul 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,509 | 111 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Luminist Capital LLC | History | New | 1,427 | 105 | 0.12% | — | 280 | +1,427 | New | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,404 | 103 | 0.0% | 0.0% | 281 | +604 | 75.5% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,380 | 101 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Field & Main Bank | History | Reduced | 1,350 | 99 | 0.02% | 0.03% | 283 | -75 | -5.26% | Q2 2026 | Aug 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,151 | 84 | 0.0% | 0.0% | 284 | +378 | 48.9% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,118 | 82 | 0.01% | — | 285 | +1,118 | New | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,100 | 81 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,015 | 74 | 0.02% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,000 | 73 | 0.01% | — | 288 | +1,000 | New | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 976 | 71 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 955 | 70 | 0.0% | 0.0% | 290 | -18 | -1.85% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 852 | 62 | 0.0% | 0.0% | 291 | -238 | -21.83% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 819 | 60 | 0.0% | 0.0% | 292 | -2,674 | -76.55% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 788 | 57 | 0.0% | — | 294 | +788 | New | Q2 2026 | Aug 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 782 | 57 | 0.05% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 753 | 55 | 0.0% | 0.0% | 295 | +135 | 21.84% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 711 | 52 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 650 | 47 | 0.0% | — | 297 | +650 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 508 | 37 | 0.0% | — | 298 | +508 | New | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 500 | 36 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 497 | 36 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |