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.
Details.
Showing first 300 of
374 rows for faster page load.
Load all rows.
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 | 11,112,678 | 818,559 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,313,901 | 170,441 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 2,139,399 | 157,588 | 0.41% | 0.41% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,431,595 | 105,451 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 778,880 | 57,372 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 754,742 | 55,594 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 642,134 | 44,833 | 4.16% | 4.51% | 7 | -25,575 | -3.83% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 549,091 | 40,446 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 527,102 | 38,826 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 514,296 | 37,883 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 461,707 | 32,236 | 0.76% | 0.81% | 11 | +55,035 | 13.53% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 420,875 | 31,195 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Payne Capital Management, LLC | History | No change | 420,592 | 30,980 | 8.26% | 8.26% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 408,329 | 30,077 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 404,310 | 29,782 | 0.73% | 0.73% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 401,465 | 29,572 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 382,918 | 28,205 | 1.08% | 1.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 349,682 | 25,773 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 359,950 | 25,131 | 4.08% | 3.66% | 19 | +26,413 | 7.92% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 326,689 | 24,063 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 330,585 | 23,081 | 6.8% | 8.77% | 21 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Presidio Capital Management, LLC | History | No change | 293,435 | 21,614 | 5.4% | 5.4% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 292,323 | 21,532 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | Reduced | 294,977 | 20,595 | 4.18% | 5.8% | 24 | -76,059 | -20.5% | Q3 2026 | Oct 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 266,570 | 19,635 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 225,513 | 16,611 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 225,494 | 16,609 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 215,135 | 15,020 | 0.02% | 0.02% | 28 | +15,925 | 7.99% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 187,687 | 13,825 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 187,651 | 13,822 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 183,569 | 13,521 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 171,531 | 12,644 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annandale Capital, LLC | History | No change | 171,649 | 12,644 | 1.73% | 1.73% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 154,059 | 11,348 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 158,414 | 11,060 | 1.44% | — | 35 | +158,414 | New | Q3 2026 | Oct 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 157,278 | 10,981 | 0.19% | 0.2% | 36 | +1,236 | 0.79% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 144,481 | 10,087 | 0.12% | 0.12% | 37 | +8,028 | 5.88% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 131,899 | 9,715 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,607 | 9,678 | 0.02% | 0.02% | 39 | +12,363 | 9.79% | Q3 2026 | Nov 02, 2026 |
| Warner Group LLC | History | No change | 129,447 | 9,534 | 2.35% | 2.35% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 121,160 | 8,924 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Asset Management, Inc. | History | No change | 119,986 | 8,838 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MENLO ADVISORS LLC | History | No change | 115,872 | 8,535 | 3.74% | 3.74% | 43 | 0 | 0.0% | Q2 2026 | Sep 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 116,375 | 8,125 | 0.06% | 0.07% | 44 | +3,282 | 2.9% | Q3 2026 | Oct 08, 2026 |
| Madrid Financial Services | History | Reduced | 113,692 | 7,937 | 4.39% | 4.51% | 45 | -2,125 | -1.83% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 103,263 | 7,606 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Reduced | 108,664 | 7,586 | 4.29% | 4.65% | 47 | -2,325 | -2.09% | Q3 2026 | Oct 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 102,405 | 7,149 | 0.54% | 0.61% | 48 | -19,617 | -16.08% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 92,724 | 6,829 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 89,900 | 6,622 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 88,656 | 6,530 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Seascape Capital Management | History | No change | 88,345 | 6,508 | 1.56% | 1.56% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 85,522 | 6,299 | 0.39% | 0.39% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 88,153 | 6,225 | 0.76% | 0.8% | 54 | +81 | 0.09% | Q3 2026 | Oct 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 79,029 | 5,821 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 75,974 | 5,799 | 1.16% | 1.16% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sageworth Trust Co | History | Reduced | 82,841 | 5,783 | 0.22% | 0.25% | 57 | -2,427 | -2.85% | Q3 2026 | Oct 30, 2026 |
| Fortis Advisors, LLC | History | No change | 74,252 | 5,469 | 2.56% | 2.56% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 72,498 | 5,340 | 1.31% | 1.31% | 59 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 71,005 | 5,230 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 69,874 | 4,878 | 0.48% | 0.49% | 61 | -1,702 | -2.38% | Q3 2026 | Oct 13, 2026 |
| Naviter Wealth, LLC | History | No change | 63,402 | 4,670 | 0.42% | 0.42% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 59,072 | 4,351 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DDFG, Inc | History | Added to | 60,085 | 4,195 | 0.83% | 0.86% | 64 | +1,578 | 2.7% | Q3 2026 | Oct 15, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 59,900 | 4,182 | 1.01% | 1.06% | 65 | -1,508 | -2.46% | Q3 2026 | Oct 20, 2026 |
| Proficio Capital Partners LLC | History | No change | 56,686 | 4,175 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 55,573 | 4,174 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 55,358 | 4,077 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 57,859 | 4,039 | 0.0% | 0.0% | 69 | +8,202 | 16.52% | Q3 2026 | Oct 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 54,072 | 3,982 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 52,107 | 3,838 | 1.05% | 1.05% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 51,863 | 3,820 | 1.6% | 1.6% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 53,603 | 3,742 | 0.22% | 0.23% | 73 | +3,489 | 6.96% | Q3 2026 | Nov 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 53,278 | 3,720 | 0.02% | 0.02% | 74 | +1,244 | 2.39% | Q3 2026 | Oct 26, 2026 |
| Bleakley Financial Group, LLC | History | No change | 49,800 | 3,668 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 49,781 | 3,666 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 50,788 | 3,546 | 0.52% | 0.55% | 77 | -574 | -1.12% | Q3 2026 | Oct 23, 2026 |
| Bollard Group LLC | History | No change | 47,622 | 3,508 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex LLC | History | Reduced | 49,536 | 3,458 | 0.52% | 0.56% | 79 | -668 | -1.33% | Q3 2026 | Oct 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 46,665 | 3,437 | 0.83% | 0.83% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vectors Research Management, LLC | History | No change | 45,477 | 3,349 | 0.87% | 0.87% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 45,113 | 3,323 | 0.51% | 0.51% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 47,537 | 3,319 | 0.37% | 0.3% | 83 | +1,999 | 4.39% | Q3 2026 | Oct 19, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 46,295 | 3,232 | 0.4% | 0.7% | 84 | +1,419 | 3.16% | Q3 2026 | Oct 19, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 45,378 | 3,168 | 0.48% | 0.53% | 85 | -2,035 | -4.29% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 42,959 | 3,164 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 44,971 | 3,139 | 0.49% | 0.37% | 87 | +13,267 | 41.85% | Q3 2026 | Oct 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 41,647 | 3,067 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 43,512 | 3,038 | 0.18% | 0.19% | 89 | -671 | -1.52% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,532 | 3,008 | 0.0% | 0.0% | 90 | +2,787 | 7.19% | Q3 2026 | Oct 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 42,959 | 2,999 | 0.05% | 0.06% | 91 | +935 | 2.22% | Q3 2026 | Oct 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 42,837 | 2,990 | 0.3% | 0.3% | 92 | -1,472 | -3.32% | Q3 2026 | Oct 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 37,982 | 2,797 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 37,492 | 2,761 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 39,187 | 2,736 | 1.03% | 1.08% | 95 | +1,086 | 2.85% | Q3 2026 | Nov 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 38,517 | 2,689 | 0.27% | 0.27% | 96 | +1,906 | 5.21% | Q3 2026 | Oct 27, 2026 |
| RFG Advisory, LLC | History | New | 38,304 | 2,674 | 0.04% | — | 97 | +38,304 | New | Q3 2026 | Nov 03, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 37,739 | 2,634 | 0.52% | 0.47% | 98 | +4,962 | 15.14% | Q3 2026 | Oct 29, 2026 |
| Transce3nd, LLC | History | New | 35,125 | 2,586 | 2.58% | — | 99 | +35,125 | New | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,698 | 2,555 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 34,670 | 2,553 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 36,555 | 2,552 | 0.13% | 0.14% | 102 | -1,479 | -3.89% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,169 | 2,525 | 0.01% | 0.01% | 103 | +78 | 0.22% | Q3 2026 | Nov 02, 2026 |
| Venturi Wealth Management, LLC | History | No change | 32,351 | 2,382 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 31,693 | 2,334 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,444 | 2,316 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,047 | 2,286 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SHARPEPOINT LLC | History | No change | 30,981 | 2,282 | 1.14% | 1.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Partners Group, Inc | History | Reduced | 32,384 | 2,261 | 0.23% | 0.25% | 109 | -1,342 | -3.98% | Q3 2026 | Oct 19, 2026 |
| Advisor Resource Council | History | No change | 30,556 | 2,225 | 0.63% | 0.63% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 31,245 | 2,181 | 0.27% | 0.29% | 111 | -1,214 | -3.74% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 29,444 | 2,168 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 28,733 | 2,006 | 0.52% | 0.53% | 113 | +528 | 1.87% | Q3 2026 | Oct 19, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 26,385 | 1,943 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 27,376 | 1,911 | 0.1% | 0.11% | 115 | +384 | 1.42% | Q3 2026 | Oct 21, 2026 |
| Old Port Advisors | History | Reduced | 26,660 | 1,861 | 0.37% | 0.74% | 116 | -24,033 | -47.41% | Q3 2026 | Oct 23, 2026 |
| TENET WEALTH PARTNERS, LLC | History | Added to | 26,460 | 1,847 | 1.3% | 1.44% | 117 | +619 | 2.4% | Q3 2026 | Oct 19, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 25,136 | 1,754 | 0.09% | 0.1% | 118 | -1,730 | -6.44% | Q3 2026 | Oct 19, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 23,531 | 1,733 | 0.48% | 0.48% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 23,181 | 1,707 | 0.61% | 0.61% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 24,145 | 1,685 | 0.07% | 0.04% | 121 | +12,955 | 115.77% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,631 | 1,667 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verity & Verity, LLC | History | No change | 23,442 | 1,636 | 0.11% | 0.12% | 123 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,421 | 1,635 | 0.05% | 0.05% | 124 | +2,745 | 13.28% | Q3 2026 | Oct 23, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 21,236 | 1,564 | 0.34% | 0.34% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,176 | 1,559 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 22,268 | 1,554 | 0.12% | 0.14% | 127 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 20,155 | 1,484 | 0.47% | 0.47% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20,098 | 1,480 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,742 | 1,454 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 19,492 | 1,360 | 0.26% | 0.29% | 131 | -29 | -0.15% | Q3 2026 | Oct 09, 2026 |
| Arax Advisory Partners | History | No change | 18,210 | 1,341 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,603 | 1,298 | 0.05% | 0.05% | 133 | +213 | 1.16% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,481 | 1,287 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 18,353 | 1,281 | 0.37% | — | 136 | +18,353 | New | Q3 2026 | Oct 19, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 18,349 | 1,281 | 0.12% | 0.14% | 135 | -1,449 | -7.32% | Q3 2026 | Oct 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 17,176 | 1,265 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VestGen Advisors, LLC | History | No change | 17,755 | 1,239 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 17,512 | 1,222 | 0.06% | 0.07% | 139 | +1,556 | 9.75% | Q3 2026 | Nov 02, 2026 |
| Tandem Financial, LLC | History | No change | 16,516 | 1,216 | 0.37% | 0.37% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors, LLC | History | Added to | 17,029 | 1,188 | 0.6% | 0.5% | 141 | +3,178 | 22.94% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,066 | 1,183 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 15,956 | 1,175 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | No change | 15,760 | 1,160 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 16,425 | 1,146 | 0.17% | 0.17% | 145 | +1,663 | 11.27% | Q3 2026 | Oct 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,146 | 1,115 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 14,935 | 1,100 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 14,916 | 1,095 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,579 | 1,087 | 0.01% | 0.01% | 149 | +653 | 4.37% | Q3 2026 | Oct 23, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 14,923 | 1,041 | 0.32% | — | 150 | +14,923 | New | Q3 2026 | Oct 23, 2026 |
| Fielder Capital Group LLC | History | No change | 14,066 | 1,036 | 0.22% | 0.22% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset One Wealth Management LLC | History | No change | 14,602 | 1,019 | 0.09% | 0.12% | 152 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 14,470 | 1,010 | 0.02% | 0.02% | 153 | +581 | 4.18% | Q3 2026 | Oct 14, 2026 |
| Planning Strategies Inc. | History | Reduced | 14,232 | 993 | 0.59% | 0.66% | 154 | -130 | -0.91% | Q3 2026 | Oct 02, 2026 |
| Ignite Planners, LLC | History | Added to | 13,894 | 970 | 0.13% | 0.11% | 157 | +2,862 | 25.94% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 13,896 | 970 | 0.0% | 0.0% | 155 | +980 | 7.59% | Q3 2026 | Nov 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 13,178 | 970 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,420 | 937 | 0.01% | 0.01% | 158 | +1,189 | 9.72% | Q3 2026 | Oct 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 12,544 | 924 | 0.51% | 0.51% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 12,286 | 904 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birch Capital Management, LLC | History | Reduced | 12,556 | 876 | 0.41% | 0.45% | 161 | -36 | -0.29% | Q3 2026 | Oct 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,763 | 866 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LVZ, Inc. | History | Reduced | 12,285 | 857 | 0.09% | 0.09% | 163 | -314 | -2.49% | Q3 2026 | Oct 20, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 11,392 | 839 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 11,070 | 815 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 11,601 | 809 | 0.0% | 0.0% | 166 | +177 | 1.55% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 10,874 | 800 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 11,275 | 787 | 0.5% | 0.53% | 168 | -29 | -0.26% | Q3 2026 | Oct 20, 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 | No change | 10,447 | 769 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,698 | 746 | 0.01% | 0.01% | 171 | +3,158 | 41.88% | Q3 2026 | Oct 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,980 | 735 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 10,451 | 729 | 0.29% | 0.29% | 173 | +502 | 5.05% | Q3 2026 | Oct 15, 2026 |
| FOSTER & MOTLEY INC | History | No change | 9,642 | 710 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 9,513 | 700 | 0.29% | 0.29% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Advisors, Inc. | History | No change | 9,176 | 675 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Palumbo Wealth Management LLC | History | No change | 9,082 | 668 | 0.14% | 0.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 9,468 | 661 | 0.06% | 0.06% | 178 | +514 | 5.74% | Q3 2026 | Oct 13, 2026 |
| Investors Research Corp | History | Reduced | 9,372 | 654 | 0.11% | 0.13% | 179 | -240 | -2.5% | Q3 2026 | Oct 07, 2026 |
| Index Technologies Group LLC | History | No change | 8,871 | 653 | 0.52% | 0.52% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Capital Advisors, Inc. | History | No change | 9,185 | 641 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 8,457 | 626 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,914 | 622 | 0.01% | 0.01% | 183 | +1,199 | 15.54% | Q3 2026 | Nov 03, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 8,324 | 613 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,198 | 603 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 8,603 | 600 | 0.21% | 0.17% | 186 | +291 | 3.5% | Q3 2026 | Oct 26, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,297 | 579 | 0.34% | 0.38% | 187 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 8,219 | 573 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 8,146 | 568 | 0.17% | 0.14% | 189 | +1,820 | 28.77% | Q3 2026 | Oct 26, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,602 | 559 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,555 | 556 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Firestone Capital Management | History | Added to | 7,840 | 547 | 0.1% | 0.11% | 192 | +17 | 0.22% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 6,933 | 510 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | Reduced | 7,293 | 509 | 0.33% | 0.48% | 194 | -2,680 | -26.87% | Q3 2026 | Oct 23, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 6,657 | 490 | 0.25% | 0.25% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 6,423 | 473 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 6,405 | 471 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,300 | 464 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,100 | 449 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 6,405 | 447 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Quartz Partners, LLC | History | Reduced | 6,251 | 436 | 0.13% | 0.16% | 201 | -356 | -5.39% | Q3 2026 | Nov 03, 2026 |
| Ancora Advisors LLC | History | No change | 5,906 | 435 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy PCG, LLC | History | No change | 5,916 | 435 | 2.1% | 2.1% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 5,838 | 430 | 0.19% | 0.19% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meredith Wealth Planning | History | No change | 5,985 | 417 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Betterment LLC | History | No change | 5,530 | 407 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | New | 5,716 | 399 | 0.04% | — | 207 | +5,716 | New | Q3 2026 | Nov 02, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,670 | 395 | 0.03% | 0.04% | 208 | +70 | 1.25% | Q3 2026 | Nov 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,604 | 391 | 0.02% | 0.02% | 209 | -1,207 | -17.72% | Q3 2026 | Nov 04, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 5,298 | 390 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,289 | 389 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenwich Wealth Management LLC | History | No change | 5,158 | 380 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 5,385 | 375 | 0.3% | 0.23% | 213 | +1,674 | 45.11% | Q3 2026 | Nov 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,357 | 374 | 0.01% | 0.01% | 214 | +1,976 | 58.44% | Q3 2026 | Oct 23, 2026 |
| COMMERCE BANK | History | No change | 5,061 | 372 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 5,039 | 371 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 5,007 | 369 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,198 | 362 | 0.01% | 0.0% | 218 | +1,637 | 45.97% | Q3 2026 | Oct 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,147 | 359 | 0.12% | 0.12% | 219 | +869 | 20.31% | Q3 2026 | Nov 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,768 | 351 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 5,000 | 349 | 0.06% | 0.11% | 221 | -4,848 | -49.23% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,580 | 341 | 0.01% | — | 222 | +4,580 | New | Q3 2026 | Oct 26, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,745 | 331 | 0.09% | 0.1% | 223 | +40 | 0.85% | Q3 2026 | Oct 19, 2026 |
| Entelevest, LLC | History | No change | 4,505 | 331 | 0.28% | 0.28% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Somerset Trust Co | History | No change | 4,637 | 323 | 0.09% | 0.1% | 225 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,570 | 319 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,368 | 304 | 0.0% | — | 227 | +4,368 | New | Q3 2026 | Nov 04, 2026 |
| AlphaCore Capital LLC | History | No change | 4,300 | 300 | 0.0% | 0.01% | 228 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 4,290 | 299 | 0.33% | 0.34% | 229 | -421 | -8.94% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,277 | 298 | 0.01% | 0.01% | 230 | +221 | 5.45% | Q3 2026 | Nov 02, 2026 |
| Grandview Asset Management LLC | History | Reduced | 4,184 | 292 | 0.08% | 0.09% | 231 | -796 | -15.98% | Q3 2026 | Oct 19, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,871 | 285 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,828 | 282 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,029 | 281 | 0.02% | 0.02% | 234 | +68 | 1.72% | Q3 2026 | Oct 08, 2026 |
| Capstone Capital Management Ltd | History | New | 4,020 | 280 | 0.11% | — | 236 | +4,020 | New | Q3 2026 | Oct 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,805 | 280 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,797 | 279 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | No change | 3,723 | 278 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Third View Private Wealth, LLC | History | No change | 3,915 | 273 | 0.03% | 0.04% | 239 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,636 | 267 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | New | 3,800 | 265 | 0.0% | — | 241 | +3,800 | New | Q3 2026 | Oct 28, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 3,786 | 264 | 0.22% | 0.24% | 243 | +85 | 2.3% | Q3 2026 | Oct 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,565 | 264 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | New | 3,753 | 262 | 0.01% | — | 244 | +3,753 | New | Q3 2026 | Oct 26, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,540 | 260 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,528 | 259 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 3,495 | 257 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,666 | 255 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,469 | 254 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Sage Partners, LLC | History | New | 3,602 | 251 | 0.03% | — | 250 | +3,602 | New | Q3 2026 | Oct 21, 2026 |
| Town Capital LLC | History | New | 3,543 | 247 | 0.16% | — | 252 | +3,543 | New | Q3 2026 | Nov 03, 2026 |
| Maridea Wealth Management LLC | History | No change | 3,357 | 247 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 3,532 | 246 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,323 | 244 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 3,468 | 242 | 0.16% | 0.16% | 255 | +1 | 0.03% | Q3 2026 | Oct 14, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 3,278 | 241 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 3,391 | 236 | 0.2% | 0.21% | 257 | +17 | 0.5% | Q3 2026 | Oct 23, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 3,375 | 235 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | New | 3,151 | 234 | 0.01% | — | 259 | +3,151 | New | Q3 2026 | Nov 03, 2026 |
| Keel Point, LLC | History | No change | 3,162 | 232 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 3,144 | 231 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,237 | 226 | 0.0% | 0.0% | 262 | -425 | -11.61% | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,134 | 218 | 0.01% | 0.02% | 263 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,960 | 218 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,963 | 218 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FWG Holdings, LLC | History | No change | 2,785 | 214 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,016 | 210 | 0.01% | 0.01% | 267 | +98 | 3.36% | Q3 2026 | Oct 26, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 2,942 | 205 | 0.12% | 0.14% | 268 | -430 | -12.75% | Q3 2026 | Oct 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,930 | 204 | 0.01% | 0.01% | 269 | +13 | 0.45% | Q3 2026 | Oct 20, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,765 | 203 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,733 | 201 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,655 | 195 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,664 | 186 | 0.0% | 0.0% | 273 | +93 | 3.62% | Q3 2026 | Oct 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 2,510 | 184 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 2,603 | 181 | 0.0% | — | 275 | +2,598 | 51960.0% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 2,414 | 177 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Community Bank, N.A. | History | No change | 1,941 | 142 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 1,866 | 137 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allied Private Wealth LLC | History | No change | 1,732 | 131 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 1,770 | 130 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,756 | 129 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,728 | 127 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,774 | 123 | 0.01% | 0.0% | 283 | +370 | 26.35% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,732 | 120 | 0.01% | 0.01% | 284 | +60 | 3.59% | Q3 2026 | Oct 20, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,509 | 111 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Luminist Capital LLC | History | No change | 1,427 | 105 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,380 | 101 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Field & Main Bank | History | No change | 1,350 | 99 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,248 | 87 | 0.0% | 0.0% | 289 | +97 | 8.43% | Q3 2026 | Oct 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,118 | 82 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,100 | 81 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 1,100 | 76 | 0.0% | — | 292 | +1,100 | New | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,000 | 73 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,015 | 70 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 910 | 63 | 0.0% | 0.0% | 295 | +91 | 11.11% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 852 | 62 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 883 | 61 | 0.0% | 0.0% | 297 | +130 | 17.26% | Q3 2026 | Oct 23, 2026 |
| Piscataqua Savings Bank | History | Reduced | 840 | 58 | 0.04% | 0.05% | 298 | -136 | -13.93% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 825 | 57 | 0.0% | 0.0% | 299 | -130 | -13.61% | Q3 2026 | Oct 16, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 782 | 57 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |