abrdn Gold ETF Trust - SGOL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Metis Global Partners, LLC | History | Added to | 7,792,850 | 297,920 | 6.76% | 7.22% | 1 | +1,202,137 | 18.24% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,958,333 | 266,086 | 0.01% | 0.02% | 2 | +604,694 | 9.52% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,380,464 | 129,235 | 0.01% | 0.01% | 3 | -34,496 | -1.01% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,852,930 | 109,067 | 0.02% | 0.03% | 4 | -234,426 | -7.59% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,317,629 | 88,603 | 0.0% | 0.01% | 5 | +59,422 | 2.63% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,899,023 | 72,599 | 0.02% | 0.03% | 6 | -373,183 | -16.42% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 1,733,447 | 66,269 | 0.01% | 0.01% | 7 | +53,655 | 3.19% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,566,338 | 59,881 | 0.06% | 0.07% | 8 | +31,657 | 2.06% | Q2 2026 | Aug 05, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 1,050,514 | 40,161 | 5.12% | 7.51% | 9 | +53,406 | 5.36% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 966,282 | 36,940 | 0.21% | 0.32% | 10 | +12,554 | 1.32% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 928,068 | 35,738 | 2.39% | 3.34% | 11 | -96,328 | -9.4% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 695,666 | 26,595 | 0.08% | 0.05% | 12 | +393,006 | 129.85% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 669,550 | 25,596 | 0.04% | 0.1% | 13 | -85,000 | -11.26% | Q2 2026 | Jul 22, 2026 |
| Jain Global LLC | History | No change | 644,220 | 24,628 | 0.1% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 633,001 | 24,199 | 0.03% | 0.04% | 15 | +50,771 | 8.72% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 615,522 | 23,531 | 0.08% | 0.12% | 16 | -77,144 | -11.14% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 611,292 | 23,369 | 0.01% | 0.01% | 17 | -97,406 | -13.74% | Q2 2026 | Sep 23, 2026 |
| W1M Asset Management Ltd | History | Added to | 604,978 | 23,125 | 0.21% | 0.28% | 18 | +30,290 | 5.27% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 597,450 | 22,840 | 0.0% | 0.01% | 19 | -66,055 | -9.96% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 554,175 | 21,186 | 0.02% | 0.03% | 20 | -2,500 | -0.45% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 552,145 | 21,108 | 0.08% | 0.14% | 21 | +10,406 | 1.92% | Q2 2026 | Aug 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 524,023 | 20,033 | 4.14% | 7.81% | 22 | -135,529 | -20.55% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 445,703 | 19,887 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Added to | 501,622 | 19,176 | 1.7% | 2.11% | 24 | +2,180 | 0.44% | Q2 2026 | Jul 20, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 498,155 | 19,044 | 3.74% | 4.65% | 25 | +342 | 0.07% | Q2 2026 | Jul 30, 2026 |
| Encompass More Asset Management | History | Reduced | 495,540 | 18,944 | 2.76% | 3.79% | 26 | -11,332 | -2.24% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 483,018 | 18,465 | 0.01% | 0.01% | 27 | -42,154 | -8.03% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 463,007 | 17,700 | 0.04% | 0.05% | 28 | +91,496 | 24.63% | Q2 2026 | Aug 07, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 460,484 | 17,604 | 5.23% | 6.7% | 29 | -10,530 | -2.24% | Q2 2026 | Jul 24, 2026 |
| WT Wealth Management | History | Reduced | 411,067 | 15,715 | 4.35% | 5.66% | 30 | -15,566 | -3.65% | Q2 2026 | Jul 22, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 406,785 | 15,551 | 2.58% | 3.32% | 31 | -1,479 | -0.36% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 403,471 | 15,424 | 1.17% | 1.43% | 32 | +12,741 | 3.26% | Q2 2026 | Jul 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 391,720 | 14,975 | 0.16% | 0.2% | 33 | -7,130 | -1.79% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 368,968 | 14,105 | 0.09% | 0.12% | 34 | +7,323 | 2.02% | Q2 2026 | Jul 20, 2026 |
| Virtu Financial LLC | History | New | 360,880 | 13,796 | 0.43% | — | 35 | +360,880 | New | Q2 2026 | Aug 13, 2026 |
| MRWM Advisors, LLC | History | Added to | 337,082 | 12,886 | 5.3% | 7.94% | 36 | +8,785 | 2.68% | Q2 2026 | Jul 28, 2026 |
| Choate Investment Advisors | History | Reduced | 333,575 | 12,752 | 0.22% | 0.29% | 37 | -4,069 | -1.21% | Q2 2026 | Aug 11, 2026 |
| Norris Financial Group, LLC | History | Added to | 326,883 | 12,496 | 4.97% | 4.46% | 38 | +20,498 | 6.69% | Q2 2026 | Aug 05, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 324,355 | 12,400 | 7.72% | 9.36% | 39 | -563 | -0.17% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 321,721 | 12,299 | 2.35% | 3.11% | 40 | -9,051 | -2.74% | Q2 2026 | Jul 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 312,216 | 11,936 | 1.2% | 1.6% | 41 | -4,204 | -1.33% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 311,808 | 11,920 | 0.0% | 0.01% | 42 | +7,227 | 2.37% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,684 | 11,916 | 0.03% | 0.03% | 43 | +15,660 | 5.29% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 305,941 | 11,696 | 0.25% | 0.42% | 44 | -42,863 | -12.29% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 303,907 | 11,618 | 0.01% | 0.02% | 45 | +21,961 | 7.79% | Q2 2026 | Aug 14, 2026 |
| GUARDIAN POINT CAPITAL, LP | History | Reduced | 300,000 | 11,469 | 3.53% | 11.03% | 46 | -300,000 | -50.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | Reduced | 299,341 | 11,443 | 0.26% | 0.41% | 47 | -7,549 | -2.46% | Q2 2026 | Aug 10, 2026 |
| Evelyn Partners Group Ltd | History | New | 286,636 | 10,958 | 0.02% | — | 48 | +286,636 | New | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 283,322 | 10,831 | 0.34% | 0.57% | 49 | -75,094 | -20.95% | Q2 2026 | Jul 09, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 276,500 | 10,570 | 0.63% | 0.93% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 268,201 | 10,253 | 2.09% | 2.84% | 51 | +5,500 | 2.09% | Q2 2026 | Aug 10, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 267,965 | 10,244 | 7.83% | 11.11% | 52 | -32,898 | -10.93% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 266,931 | 10,204 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 260,026 | 9,940 | 0.01% | 0.01% | 54 | +33,931 | 15.01% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 256,987 | 9,824 | 0.0% | 0.0% | 55 | -1,884 | -0.73% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 253,156 | 9,814 | 0.0% | 0.0% | 56 | +50,409 | 24.86% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital, LLC | History | Reduced | 255,306 | 9,760 | 2.64% | 3.3% | 57 | -5,038 | -1.94% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 244,324 | 9,340 | 0.01% | 0.02% | 58 | -38,325 | -13.56% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | Added to | 241,512 | 9,233 | 0.52% | 0.68% | 59 | +4,337 | 1.83% | Q2 2026 | Jul 29, 2026 |
| Jump Financial, LLC | History | New | 239,696 | 9,163 | 0.07% | — | 60 | +239,696 | New | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 237,105 | 9,062 | 0.3% | 0.57% | 61 | -62,075 | -20.75% | Q2 2026 | Aug 19, 2026 |
| Empirical Asset Management, LLC | History | Added to | 231,691 | 8,857 | 1.99% | 2.49% | 62 | +20,097 | 9.5% | Q2 2026 | Aug 10, 2026 |
| Capital Management Associates, Inc | History | Reduced | 228,670 | 8,742 | 1.76% | 2.65% | 63 | -33,863 | -12.9% | Q2 2026 | Jul 22, 2026 |
| Allen Capital Group, LLC | History | Reduced | 219,428 | 8,388 | 0.68% | 1.85% | 64 | -243,770 | -52.63% | Q2 2026 | Jul 27, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 181,793 | 8,111 | 2.0% | 2.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 208,886 | 7,985 | 0.0% | 0.0% | 66 | -232,299 | -52.65% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 191,378 | 7,316 | 0.49% | 0.69% | 67 | -59,679 | -23.77% | Q2 2026 | Jul 20, 2026 |
| New Harbor Financial Group, LLC | History | New | 185,905 | 7,107 | 1.12% | — | 68 | +185,905 | New | Q2 2026 | Jul 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 166,110 | 6,350 | 0.01% | 0.01% | 69 | +608 | 0.37% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 165,848 | 6,340 | 0.01% | 0.01% | 70 | +29,043 | 21.23% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 165,410 | 6,323 | 0.01% | 0.02% | 71 | -35,589 | -17.71% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | New | 164,705 | 6,296 | 0.03% | — | 72 | +164,705 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 161,221 | 6,163 | 0.01% | 0.01% | 73 | +7,936 | 5.18% | Q2 2026 | Aug 13, 2026 |
| BCM ADVISORS, LLC | History | Added to | 156,755 | 6,049 | 1.18% | 1.29% | 74 | +4,660 | 3.06% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 156,352 | 5,977 | 0.0% | 0.0% | 75 | -71,641 | -31.42% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 153,534 | 5,869 | 0.06% | 0.08% | 76 | -942 | -0.61% | Q2 2026 | Aug 04, 2026 |
| Ervin Investment Management, LLC | History | Added to | 153,105 | 5,853 | 3.18% | 3.77% | 77 | +8,685 | 6.01% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 149,900 | 5,730 | 0.0% | 0.0% | 78 | -125,975 | -45.66% | Q2 2026 | Sep 02, 2026 |
| Avos Capital Management, LLC | History | Added to | 149,878 | 5,729 | 2.38% | 2.58% | 79 | +3,516 | 2.4% | Q2 2026 | Aug 14, 2026 |
| Clear Retirement Advice LLC | History | Added to | 146,485 | 5,600 | 3.83% | 4.26% | 80 | +24,808 | 20.39% | Q2 2026 | Jul 15, 2026 |
| Luminist Capital LLC | History | Added to | 146,239 | 5,590 | 6.28% | 7.56% | 81 | +18,790 | 14.74% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 138,405 | 5,291 | 0.65% | 0.83% | 82 | +6,116 | 4.62% | Q2 2026 | Aug 11, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 131,151 | 5,013 | 3.07% | 4.32% | 83 | +317 | 0.24% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Reduced | 127,345 | 4,868 | 0.0% | 0.01% | 84 | -3,371 | -2.58% | Q2 2026 | Aug 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 126,335 | 4,829 | 0.16% | 0.24% | 85 | -22,238 | -14.97% | Q2 2026 | Aug 17, 2026 |
| Cerity Partners LLC | History | Added to | 122,660 | 4,689 | 0.01% | 0.0% | 86 | +77,098 | 169.22% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 123,155 | 4,673 | 0.0% | 0.0% | 87 | -128,458 | -51.05% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 121,068 | 4,628 | 0.28% | 0.52% | 88 | -30,016 | -19.87% | Q2 2026 | Aug 11, 2026 |
| Proficio Capital Partners LLC | History | No change | 120,423 | 4,603 | 0.17% | 0.29% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 116,948 | 4,470 | 0.3% | 0.35% | 90 | +11,867 | 11.29% | Q2 2026 | Aug 12, 2026 |
| Go Invest LLC | History | Added to | 115,884 | 4,430 | 1.04% | 1.35% | 91 | +10,574 | 10.04% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 115,136 | 4,401 | 0.19% | 0.26% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 114,311 | 4,370 | 0.0% | 0.0% | 93 | -25,688 | -18.35% | Q2 2026 | Aug 12, 2026 |
| Narwhal Capital Management | History | Reduced | 112,946 | 4,317 | 0.3% | 0.37% | 94 | -302 | -0.27% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 111,678 | 4,269 | 0.02% | — | 95 | +111,678 | New | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 107,937 | 4,126 | 0.03% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 106,936 | 4,088 | 0.06% | 0.08% | 97 | +2,789 | 2.68% | Q2 2026 | Aug 10, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 103,618 | 3,961 | 1.29% | 2.3% | 98 | -19,511 | -15.85% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 103,048 | 3,940 | 0.01% | 0.01% | 99 | +8,807 | 9.35% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 102,536 | 3,919 | 0.09% | 0.13% | 100 | +258 | 0.25% | Q2 2026 | Aug 14, 2026 |
| Kastel Capital Advisors, LLC | History | Reduced | 83,754 | 3,737 | 2.36% | 2.61% | 101 | -19,593 | -18.96% | Q2 2026 | Jul 09, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 96,681 | 3,696 | 0.38% | 0.6% | 102 | +1,444 | 1.52% | Q2 2026 | Aug 12, 2026 |
| Atlatl Advisers LLC | History | Added to | 96,689 | 3,696 | 0.88% | 3.17% | 103 | +952 | 0.99% | Q2 2026 | Jul 22, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | Added to | 94,750 | 3,622 | 3.86% | 4.11% | 104 | +9,000 | 10.5% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | Added to | 94,130 | 3,598 | 0.04% | 0.05% | 105 | +3,027 | 3.32% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 91,733 | 3,588 | 0.01% | 0.01% | 106 | +1,242 | 1.37% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 92,517 | 3,536 | 0.01% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 92,305 | 3,528 | 0.84% | 0.94% | 108 | -1,250 | -1.34% | Q2 2026 | Jul 09, 2026 |
| Compound Planning, Inc. | History | Added to | 88,736 | 3,392 | 0.09% | 0.12% | 109 | +3,332 | 3.9% | Q2 2026 | Aug 04, 2026 |
| Stillwater Private Wealth, LLC | History | Reduced | 80,701 | 3,391 | 2.21% | 5.35% | 110 | -61,050 | -43.07% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 86,895 | 3,321 | 0.04% | 0.13% | 111 | -99,263 | -53.32% | Q2 2026 | Aug 12, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 86,301 | 3,299 | 0.18% | 0.6% | 112 | -160,765 | -65.07% | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 84,715 | 3,238 | 0.29% | 0.4% | 113 | -250 | -0.29% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | Added to | 84,046 | 3,213 | 0.0% | 0.0% | 114 | +2,887 | 3.56% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | Added to | 82,828 | 3,210 | 0.7% | 1.04% | 115 | +1,101 | 1.35% | Q2 2026 | Jul 27, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | New | 82,719 | 3,162 | 0.26% | — | 116 | +82,719 | New | Q2 2026 | Aug 14, 2026 |
| True North Advisors, LLC | History | New | 76,532 | 2,925 | 0.28% | — | 117 | +76,532 | New | Q2 2026 | Jul 22, 2026 |
| MATAURO, LLC | History | Added to | 76,411 | 2,921 | 0.39% | 0.48% | 118 | +1,800 | 2.41% | Q2 2026 | Jul 21, 2026 |
| Aspect Partners, LLC | History | Reduced | 76,400 | 2,920 | 1.09% | 1.44% | 119 | -2,381 | -3.02% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 72,897 | 2,786 | 0.09% | 0.11% | 120 | +4,467 | 6.53% | Q2 2026 | Jul 17, 2026 |
| Turner Financial Group, Inc. | History | New | 69,974 | 2,675 | 2.66% | — | 121 | +69,974 | New | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 69,696 | 2,664 | 0.3% | 0.42% | 122 | -1,284 | -1.81% | Q2 2026 | Jul 10, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 66,975 | 2,560 | 1.64% | 1.92% | 123 | -300 | -0.45% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 62,890 | 2,404 | 0.03% | 0.03% | 124 | +16,350 | 35.13% | Q2 2026 | Jul 29, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 62,504 | 2,389 | 1.43% | 1.73% | 125 | +6,112 | 10.84% | Q2 2026 | Aug 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 62,017 | 2,370 | 0.34% | 0.44% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 59,820 | 2,286 | 0.01% | 0.01% | 127 | -2,365 | -3.8% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 59,458 | 2,273 | 0.01% | 0.01% | 128 | +9,123 | 18.12% | Q2 2026 | Aug 18, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 50,899 | 2,271 | 0.27% | 0.27% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 58,642 | 2,241 | 0.28% | 0.38% | 130 | -70 | -0.12% | Q2 2026 | Aug 05, 2026 |
| Mirabaud & Cie SA | History | No change | 57,964 | 2,215 | 0.89% | 1.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 57,164 | 2,185 | 0.04% | 0.06% | 132 | -1,440 | -2.46% | Q2 2026 | Aug 14, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 56,835 | 2,172 | 0.52% | 0.69% | 133 | +1,000 | 1.79% | Q2 2026 | Jul 24, 2026 |
| BOS Asset Management, LLC | History | Reduced | 55,958 | 2,139 | 0.5% | 0.81% | 134 | -14,717 | -20.82% | Q2 2026 | Jul 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,878 | 2,136 | 0.21% | 0.28% | 135 | +434 | 0.78% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 55,638 | 2,127 | 0.05% | 0.06% | 136 | +540 | 0.98% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | New | 55,331 | 2,115 | 0.0% | — | 137 | +55,331 | New | Q2 2026 | Aug 03, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 54,350 | 2,077 | 0.21% | 0.26% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 53,649 | 2,051 | 0.45% | 0.59% | 139 | -605 | -1.12% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | Added to | 52,629 | 2,012 | 0.04% | 0.05% | 140 | +3,314 | 6.72% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 51,797 | 1,980 | 0.02% | 0.02% | 141 | -5,529 | -9.64% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 51,114 | 1,954 | 0.02% | 0.03% | 142 | +6,224 | 13.87% | Q2 2026 | Aug 04, 2026 |
| Tidal Investments LLC | History | Reduced | 51,006 | 1,949 | 0.0% | 0.01% | 143 | -20,195 | -28.36% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 50,600 | 1,934 | 0.4% | 0.54% | 144 | -1,000 | -1.94% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | Added to | 50,037 | 1,912 | 0.01% | 0.01% | 145 | +3,163 | 6.75% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 50,000 | 1,911 | 0.03% | 0.02% | 146 | +14,100 | 39.28% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 49,498 | 1,892 | 0.09% | 0.11% | 147 | +1,839 | 3.86% | Q2 2026 | Jul 24, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 48,150 | 1,840 | 0.02% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 47,097 | 1,800 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 46,732 | 1,786 | 0.12% | 1.09% | 150 | -253,747 | -84.45% | Q2 2026 | Aug 13, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 46,117 | 1,763 | 0.75% | 0.99% | 151 | +1,018 | 2.26% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 43,056 | 1,646 | 0.56% | 0.64% | 152 | +11,324 | 35.69% | Q2 2026 | Jul 16, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 42,846 | 1,638 | 0.0% | 0.0% | 153 | -1,770 | -3.97% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 41,773 | 1,596 | 0.02% | 0.02% | 154 | +294 | 0.71% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | New | 2,988 | 1,577 | 0.13% | — | 155 | +2,988 | New | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 41,234 | 1,576 | 0.02% | 0.05% | 156 | -41,346 | -50.07% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 40,984 | 1,566 | 0.12% | 0.17% | 157 | -1,721 | -4.03% | Q2 2026 | Aug 13, 2026 |
| Elite Financial, Inc. | History | Reduced | 40,001 | 1,529 | 0.62% | 0.82% | 158 | -1,000 | -2.44% | Q2 2026 | Aug 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 38,770 | 1,482 | 0.82% | 1.09% | 159 | -693 | -1.76% | Q2 2026 | Jul 24, 2026 |
| Alpine Bank Wealth Management | History | No change | 38,000 | 1,452 | 0.19% | 0.25% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 31,764 | 1,413 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 36,929 | 1,411 | 0.01% | 0.01% | 163 | -1,970 | -5.06% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 36,931 | 1,411 | 0.0% | 0.0% | 162 | +49 | 0.13% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 36,085 | 1,379 | 0.01% | 0.02% | 164 | -3,575 | -9.01% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 34,953 | 1,336 | 0.11% | 0.16% | 165 | -1,655 | -4.52% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 34,550 | 1,320 | 0.68% | 0.84% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cooper Financial Group | History | Added to | 34,316 | 1,311 | 0.11% | 0.14% | 167 | +2,790 | 8.85% | Q2 2026 | Jul 08, 2026 |
| Anson Capital, Inc. | History | Reduced | 34,027 | 1,300 | 0.85% | 1.34% | 168 | -9,732 | -22.24% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,560 | 1,282 | 0.01% | 0.01% | 169 | -7,019 | -17.3% | Q2 2026 | Aug 17, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 33,448 | 1,278 | 0.6% | 0.62% | 170 | +10,500 | 45.76% | Q2 2026 | Aug 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 32,992 | 1,261 | 1.01% | 1.49% | 171 | -8,755 | -20.97% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 32,707 | 1,250 | 0.05% | 0.05% | 172 | +4,518 | 16.03% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,231 | 1,232 | 0.04% | 0.09% | 173 | -20,926 | -39.37% | Q2 2026 | Jul 31, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 31,819 | 1,216 | 1.06% | 1.59% | 174 | -1,979 | -5.86% | Q2 2026 | Aug 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 31,740 | 1,213 | 0.67% | 0.31% | 175 | +19,833 | 166.57% | Q2 2026 | Jul 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 31,537 | 1,205 | 0.31% | 0.45% | 176 | -426 | -1.33% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 31,510 | 1,204 | 0.1% | — | 177 | +31,510 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 31,310 | 1,196 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 31,197 | 1,192 | 0.0% | 0.0% | 179 | -632 | -1.99% | Q2 2026 | Aug 19, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,069 | 1,192 | 0.01% | 0.02% | 180 | -231 | -0.76% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 30,814 | 1,178 | 0.07% | 0.1% | 181 | -721 | -2.29% | Q2 2026 | Aug 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 30,682 | 1,172 | 0.15% | 0.19% | 182 | -183 | -0.59% | Q2 2026 | Aug 04, 2026 |
| SCS Capital Management LLC | History | No change | 30,517 | 1,166 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 30,262 | 1,156 | 0.03% | 0.04% | 184 | +1,252 | 4.32% | Q2 2026 | Jul 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 30,133 | 1,152 | 0.14% | — | 185 | +30,133 | New | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | Added to | 29,580 | 1,130 | 0.15% | 0.22% | 186 | +366 | 1.25% | Q2 2026 | Aug 10, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 29,488 | 1,127 | 0.24% | 0.27% | 187 | +1,954 | 7.1% | Q2 2026 | Jul 23, 2026 |
| INGALLS & SNYDER LLC | History | No change | 29,340 | 1,122 | 0.03% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | New | 28,673 | 1,113 | 0.71% | — | 189 | +28,673 | New | Q2 2026 | Jul 09, 2026 |
| Blue Capital, Inc. | History | Added to | 28,541 | 1,091 | 0.69% | 0.8% | 190 | +910 | 3.29% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 27,763 | 1,061 | 0.0% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Added to | 27,672 | 1,057 | 0.0% | 0.0% | 192 | +4,591 | 19.89% | Q2 2026 | Aug 27, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 27,575 | 1,054 | 0.14% | 0.15% | 193 | +4,500 | 19.5% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Added to | 27,524 | 1,052 | 0.04% | 0.05% | 194 | +2,451 | 9.78% | Q2 2026 | Jul 23, 2026 |
| Osbon Capital Management LLC | History | No change | 26,658 | 1,019 | 0.8% | 0.97% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,500 | 1,013 | 0.01% | 0.01% | 196 | +200 | 0.76% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 26,206 | 1,001 | 0.0% | 0.0% | 197 | -75 | -0.29% | Q2 2026 | Aug 11, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 25,638 | 980 | 0.27% | 0.41% | 198 | -103 | -0.4% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 25,545 | 976 | 0.21% | 0.25% | 199 | -488 | -1.87% | Q2 2026 | Aug 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 25,416 | 968 | 0.23% | 0.31% | 200 | +198 | 0.79% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,283 | 966 | 0.01% | 0.01% | 201 | +769 | 3.14% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 25,244 | 965 | 0.03% | 0.04% | 202 | +585 | 2.37% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | No change | 25,208 | 963 | 0.23% | 0.3% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 25,162 | 961 | 0.52% | 0.7% | 204 | -455 | -1.78% | Q2 2026 | Jul 21, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 24,869 | 950 | 1.24% | 1.43% | 205 | -185 | -0.74% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | Added to | 24,815 | 949 | 0.0% | 0.0% | 206 | +76 | 0.31% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | No change | 24,740 | 945 | 0.02% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | Reduced | 24,644 | 942 | 0.0% | 0.0% | 208 | -2,335 | -8.65% | Q2 2026 | Aug 07, 2026 |
| Worth Asset Management, LLC | History | Reduced | 24,135 | 922 | 0.29% | 1.7% | 209 | -78,025 | -76.38% | Q2 2026 | Jul 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 23,856 | 912 | 0.42% | 0.59% | 210 | -164 | -0.68% | Q2 2026 | Jul 13, 2026 |
| Banco BTG Pactual S.A. | History | New | 23,760 | 908 | 0.08% | — | 211 | +23,760 | New | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,511 | 898 | 0.04% | 0.03% | 212 | +9,099 | 63.13% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | Reduced | 23,400 | 894 | 0.07% | 0.09% | 213 | -1,000 | -4.1% | Q2 2026 | Jul 24, 2026 |
| Leelyn Smith, LLC | History | Reduced | 23,325 | 891 | 0.11% | 0.16% | 214 | -1,688 | -6.75% | Q2 2026 | Jul 23, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 21,935 | 838 | 0.24% | 0.28% | 215 | +2,331 | 11.89% | Q2 2026 | Aug 05, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | New | 21,903 | 837 | 0.35% | — | 216 | +21,903 | New | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,851 | 835 | 0.0% | 0.0% | 217 | -2,625 | -10.72% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,809 | 833 | 0.01% | 0.01% | 218 | -46 | -0.21% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 21,776 | 832 | 0.01% | 0.02% | 219 | -2,688 | -10.99% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 21,153 | 808 | 0.05% | 0.07% | 220 | -691 | -3.16% | Q2 2026 | Aug 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 20,873 | 797 | 0.18% | 0.26% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 20,737 | 792 | 0.0% | 0.0% | 222 | -15,499 | -42.77% | Q2 2026 | Aug 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 20,310 | 776 | 0.43% | 0.84% | 223 | -8,937 | -30.56% | Q2 2026 | Jul 31, 2026 |
| WorthPointe, LLC | History | Reduced | 20,220 | 773 | 0.19% | 0.4% | 224 | -12,479 | -38.16% | Q2 2026 | Jul 31, 2026 |
| Seven Post Investment Office LP | History | No change | 20,093 | 768 | 0.22% | 0.29% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 20,021 | 765 | 0.02% | 0.08% | 226 | -30,384 | -60.28% | Q2 2026 | Jul 30, 2026 |
| Madden Advisory Services, Inc. | History | No change | 19,608 | 749 | 0.27% | 0.34% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | Added to | 19,543 | 747 | 0.0% | 0.0% | 228 | +1,954 | 11.11% | Q2 2026 | Aug 03, 2026 |
| Mission Financial Group, LLC | History | New | 19,446 | 743 | 0.62% | — | 229 | +19,446 | New | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 19,346 | 739 | 0.0% | — | 230 | +19,346 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 19,128 | 731 | 0.0% | 0.0% | 231 | +8,864 | 86.36% | Q2 2026 | Aug 13, 2026 |
| American Money Management, LLC | History | Added to | 18,806 | 718 | 0.1% | 0.13% | 232 | +293 | 1.58% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,618 | 712 | 0.02% | 0.02% | 233 | +814 | 4.57% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 18,607 | 711 | 0.17% | 0.24% | 234 | +205 | 1.11% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18,097 | 691 | 0.02% | 0.04% | 236 | -7,715 | -29.89% | Q2 2026 | Jul 24, 2026 |
| GM Advisory Group, LLC | History | No change | 15,489 | 691 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,989 | 687 | 0.01% | 0.03% | 237 | -2,918 | -13.96% | Q2 2026 | Jul 21, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 17,841 | 682 | 0.07% | 0.12% | 238 | -3,363 | -15.86% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,642 | 674 | 0.0% | 0.01% | 239 | -10,447 | -37.19% | Q2 2026 | Jul 24, 2026 |
| Penbrook Management LLC | History | Reduced | 17,080 | 652 | 0.42% | 0.58% | 240 | -75 | -0.44% | Q2 2026 | Jul 23, 2026 |
| AMG National Trust Bank | History | Added to | 17,000 | 649 | 0.01% | 0.01% | 241 | +2,000 | 13.33% | Q2 2026 | Aug 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 17,002 | 649 | 0.28% | 0.36% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 16,833 | 643 | 0.01% | — | 243 | +16,833 | New | Q2 2026 | Jul 20, 2026 |
| Wealthspire Advisors, LLC | History | New | 16,711 | 638 | 0.0% | — | 245 | +16,711 | New | Q2 2026 | Aug 11, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 16,691 | 638 | 0.48% | 0.59% | 244 | +1,650 | 10.97% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,511 | 631 | 0.0% | 0.0% | 246 | +2,734 | 19.84% | Q2 2026 | Jul 28, 2026 |
| Bison Wealth, LLC | History | Reduced | 15,867 | 629 | 0.06% | 0.54% | 248 | -110,048 | -87.4% | Q2 2026 | Jul 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,468 | 629 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 16,421 | 627 | 0.14% | 0.19% | 249 | -1,216 | -6.89% | Q2 2026 | Jul 28, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,175 | 618 | 0.04% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Reduced | 16,033 | 612 | 0.01% | 0.01% | 251 | -6,105 | -27.58% | Q2 2026 | Jul 28, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,987 | 611 | 0.33% | 0.44% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 15,957 | 610 | 0.38% | 0.48% | 253 | +1,142 | 7.71% | Q2 2026 | Aug 07, 2026 |
| Swan Global Investments, LLC | History | Added to | 15,700 | 600 | 0.02% | 0.02% | 254 | +900 | 6.08% | Q2 2026 | Aug 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 15,636 | 597 | 0.06% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 15,398 | 588 | 0.17% | 0.21% | 256 | +1,602 | 11.61% | Q2 2026 | Jul 09, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 15,302 | 584 | 0.06% | 0.08% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Designs Corp | History | Added to | 15,150 | 579 | 0.31% | 0.33% | 258 | +1,955 | 14.82% | Q2 2026 | Jul 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 15,100 | 577 | 0.03% | 0.05% | 259 | -1,871 | -11.02% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 14,972 | 572 | 0.06% | — | 260 | +14,972 | New | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 14,810 | 566 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madson Wealth Advisors Inc | History | No change | 14,800 | 565 | 0.38% | 0.55% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESBANCO BANK INC | History | Added to | 14,346 | 548 | 0.01% | 0.01% | 263 | +6,942 | 93.76% | Q2 2026 | Jul 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 14,000 | 535 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 13,779 | 526 | 0.03% | 0.03% | 265 | -4 | -0.03% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 13,569 | 518 | 0.01% | 0.01% | 266 | +659 | 5.1% | Q2 2026 | Aug 06, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 13,197 | 510 | 0.11% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 13,018 | 497 | 0.04% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 12,950 | 495 | 0.14% | 0.2% | 270 | -500 | -3.72% | Q2 2026 | Aug 07, 2026 |
| Independence Bank of Kentucky | History | No change | 12,950 | 495 | 0.06% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,905 | 493 | 0.0% | 0.0% | 271 | -598 | -4.43% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,872 | 492 | 0.0% | 0.01% | 272 | +1,400 | 12.2% | Q2 2026 | Jul 27, 2026 |
| Sierra Legacy Group | History | No change | 12,875 | 492 | 0.38% | 0.44% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AWM CAPITAL, LLC | History | New | 12,794 | 489 | 0.04% | — | 274 | +12,794 | New | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 12,629 | 482 | 0.02% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 10,796 | 481 | 0.04% | 0.05% | 276 | -2,016 | -15.74% | Q2 2026 | Jul 30, 2026 |
| Blueprint Investment Partners LLC | History | New | 12,551 | 479 | 0.04% | — | 277 | +12,551 | New | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,515 | 478 | 0.01% | 0.01% | 278 | +1,559 | 14.23% | Q2 2026 | Jul 28, 2026 |
| Cascade Financial Partners, LLC | History | No change | 12,370 | 472 | 0.04% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | Reduced | 12,302 | 470 | 0.01% | 0.02% | 280 | -6,820 | -35.67% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 12,229 | 467 | 0.0% | 0.01% | 281 | +3,861 | 46.14% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | Reduced | 12,209 | 466 | 0.0% | 0.0% | 282 | -715 | -5.53% | Q2 2026 | Aug 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,200 | 466 | 0.03% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City Center Advisors, LLC | History | Added to | 12,128 | 463 | 0.37% | 0.46% | 284 | +879 | 7.81% | Q2 2026 | Jul 06, 2026 |
| Family Capital Trust Co | History | No change | 12,100 | 462 | 0.15% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 10,350 | 461 | 0.38% | 0.38% | 286 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,010 | 459 | 0.01% | 0.01% | 287 | -745 | -5.84% | Q2 2026 | Aug 12, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 11,988 | 458 | 0.27% | 0.35% | 288 | -20 | -0.17% | Q2 2026 | Jul 21, 2026 |
| ETF Store, Inc. | History | Added to | 11,949 | 456 | 0.38% | 0.51% | 289 | +117 | 0.99% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 11,835 | 452 | 0.02% | 0.03% | 291 | +484 | 4.26% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,843 | 452 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,807 | 451 | 0.07% | 0.1% | 292 | -1,238 | -9.49% | Q2 2026 | Jul 24, 2026 |
| Boreal Capital Management LLC | History | No change | 11,582 | 442 | 0.33% | 0.42% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 11,539 | 441 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWC Advisors, LLC. | History | No change | 11,433 | 437 | 0.19% | 0.24% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,389 | 435 | 0.01% | 0.01% | 296 | -463 | -3.91% | Q2 2026 | Aug 05, 2026 |
| Finhabits Advisors LLC | History | Reduced | 11,378 | 434 | 0.36% | 0.52% | 298 | -1,238 | -9.81% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 11,358 | 434 | 0.09% | 0.14% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Northeast Financial Group, Inc. | History | No change | 9,670 | 431 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Timonier Family Office, LTD. | History | New | 11,153 | 426 | 0.12% | — | 300 | +11,153 | New | Q2 2026 | Aug 03, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 11,000 | 424 | 0.13% | 0.17% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 11,006 | 420 | 0.01% | — | 304 | +11,006 | New | Q2 2026 | Jul 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 10,980 | 420 | 0.03% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LB Partners LLC | History | No change | 11,000 | 420 | 0.29% | 0.44% | 303 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blueprint Financial Advisors LLC | History | New | 10,934 | 418 | 0.05% | — | 305 | +10,934 | New | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 10,892 | 416 | 0.02% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grove Bank & Trust | History | New | 10,856 | 415 | 0.04% | — | 308 | +10,856 | New | Q2 2026 | Jul 07, 2026 |
| NWAM LLC | History | Reduced | 10,879 | 415 | 0.02% | 0.03% | 307 | -222 | -2.0% | Q2 2026 | Jul 23, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 10,800 | 412 | 0.04% | 0.06% | 309 | -3,000 | -21.74% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 10,766 | 411 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 10,686 | 408 | 0.15% | 0.19% | 311 | -30 | -0.28% | Q2 2026 | Aug 05, 2026 |
| Leo H. Evart, Inc. | History | No change | 10,677 | 408 | 0.32% | 0.41% | 312 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 10,652 | 407 | 0.16% | 0.15% | 313 | +2,865 | 36.79% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 9,040 | 403 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,492 | 401 | 0.0% | 0.0% | 315 | -5,587 | -34.75% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,470 | 400 | 0.02% | 0.03% | 316 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,316 | 394 | 0.01% | 0.01% | 318 | -267 | -2.52% | Q2 2026 | Jul 29, 2026 |
| Financial Insights, Inc. | History | No change | 10,318 | 394 | 0.1% | 0.15% | 317 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,244 | 391 | 0.0% | 0.0% | 319 | +427 | 4.35% | Q2 2026 | Sep 23, 2026 |
| West Branch Capital LLC | History | Reduced | 10,178 | 389 | 0.09% | 0.13% | 320 | -681 | -6.27% | Q2 2026 | Jul 10, 2026 |
| Prospera Financial Services Inc | History | No change | 10,059 | 384 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Callan Family Office, LLC | History | No change | 9,863 | 377 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,840 | 376 | 0.02% | 0.03% | 323 | -3 | -0.03% | Q2 2026 | Aug 07, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 9,766 | 373 | 0.22% | 0.41% | 324 | +13 | 0.13% | Q2 2026 | Aug 04, 2026 |
| Curtis Advisory Group, LLC | History | No change | 9,780 | 373 | 0.07% | 0.09% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | Added to | 9,722 | 371 | 0.02% | 0.01% | 326 | +7,922 | 440.11% | Q2 2026 | Jul 29, 2026 |
| Apriem Advisors | History | Reduced | 9,629 | 368 | 0.03% | 0.04% | 327 | -100 | -1.03% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 9,576 | 366 | 0.0% | 0.0% | 328 | -160 | -1.64% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,594 | 366 | 0.17% | 0.2% | 329 | -123 | -1.27% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,519 | 363 | 0.0% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 9,315 | 356 | 0.16% | 0.21% | 331 | +11 | 0.12% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,268 | 354 | 0.02% | 0.03% | 332 | -405 | -4.19% | Q2 2026 | Jul 15, 2026 |
| Skyline Advisors, Inc. | History | No change | 9,000 | 344 | 0.11% | 0.14% | 333 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 8,970 | 342 | 0.29% | 0.38% | 334 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 8,876 | 339 | 0.14% | 0.19% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,850 | 338 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,581 | 328 | 0.0% | 0.0% | 337 | +133 | 1.57% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,573 | 327 | 0.01% | 0.01% | 338 | -589 | -6.43% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 7,349 | 327 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Firestone Capital Management | History | Added to | 8,511 | 325 | 0.06% | 0.05% | 340 | +2,579 | 43.48% | Q2 2026 | Jul 31, 2026 |
| DGS Capital Management, LLC | History | No change | 7,113 | 317 | 0.05% | 0.05% | 341 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 8,277 | 316 | 0.01% | 0.02% | 343 | -5,039 | -37.84% | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8,277 | 316 | 0.09% | 0.11% | 342 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SFMG, LLC | History | Reduced | 8,238 | 314 | 0.02% | 0.03% | 344 | -1,762 | -17.62% | Q2 2026 | Aug 13, 2026 |
| BLVD Private Wealth, LLC | History | No change | 8,215 | 314 | 0.23% | 0.32% | 345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Bridge, LLC | History | No change | 8,142 | 311 | 0.1% | 0.14% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,131 | 310 | 0.01% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VICUS CAPITAL | History | Reduced | 8,090 | 309 | 0.02% | 0.03% | 348 | -100 | -1.22% | Q2 2026 | Aug 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 6,899 | 307 | 0.11% | 0.11% | 349 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 7,967 | 304 | 0.16% | 0.17% | 350 | +1,492 | 23.04% | Q2 2026 | Jul 28, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,930 | 303 | 0.08% | 0.11% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,837 | 299 | 0.08% | 0.1% | 355 | +159 | 2.07% | Q2 2026 | Jul 20, 2026 |
| Paragon Advisors, LLC | History | Reduced | 7,841 | 299 | 0.06% | 0.09% | 354 | -35 | -0.44% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 7,823 | 299 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,832 | 299 | 0.01% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 7,820 | 298 | 0.15% | 0.19% | 357 | +435 | 5.89% | Q2 2026 | Aug 26, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 7,767 | 298 | 0.06% | 0.07% | 356 | +171 | 2.25% | Q2 2026 | Jul 07, 2026 |
| Silver Lake Advisory, LLC | History | No change | 7,717 | 295 | 0.11% | 0.14% | 358 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hudock, Inc. | History | No change | 7,705 | 294 | 0.04% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Family Office, LLC | History | New | 7,569 | 289 | 0.15% | — | 361 | +7,569 | New | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,565 | 289 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 7,443 | 284 | 0.04% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 7,425 | 283 | 0.0% | — | 364 | +7,425 | New | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,406 | 283 | 0.02% | 0.02% | 363 | -100 | -1.33% | Q2 2026 | Jul 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 7,379 | 282 | 0.0% | 0.0% | 365 | +2,799 | 61.11% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | No change | 7,184 | 274 | 0.02% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,152 | 273 | 0.0% | 0.0% | 367 | -49 | -0.68% | Q2 2026 | Aug 13, 2026 |
| Greenline Partners, LLC | History | No change | 7,056 | 269 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | New | 6,944 | 265 | 0.02% | — | 369 | +6,944 | New | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 6,899 | 263 | 0.09% | 0.11% | 370 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,850 | 261 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Carolina Wealth Management Inc | History | New | 6,718 | 256 | 0.12% | — | 373 | +6,718 | New | Q2 2026 | Aug 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 5,746 | 256 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,655 | 254 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,545 | 250 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,545 | 250 | 0.0% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 6,445 | 246 | 0.1% | 0.14% | 377 | -160 | -2.42% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,409 | 245 | 0.01% | 0.01% | 378 | +332 | 5.46% | Q2 2026 | Jul 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,425 | 245 | 0.04% | 0.05% | 379 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 6,400 | 244 | 0.1% | 0.13% | 380 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Urban Wealth Management, LLC | History | No change | 6,337 | 242 | 0.21% | 0.29% | 381 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,310 | 241 | 0.02% | 0.02% | 383 | +1,700 | 36.88% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,319 | 241 | 0.0% | 0.01% | 382 | -103 | -1.6% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Counsel, LLC | History | New | 6,287 | 240 | 0.03% | — | 384 | +6,287 | New | Q2 2026 | Jul 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,173 | 235 | 0.05% | 0.06% | 385 | -1 | -0.02% | Q2 2026 | Jul 02, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 6,096 | 233 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,049 | 231 | 0.0% | 0.01% | 387 | -5,884 | -49.31% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,988 | 229 | 0.0% | 0.0% | 388 | +182 | 3.13% | Q2 2026 | Jul 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5,917 | 226 | 0.06% | 0.07% | 389 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 5,784 | 221 | 0.06% | 0.09% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,773 | 220 | 0.0% | 0.01% | 391 | +34 | 0.59% | Q2 2026 | Jul 31, 2026 |
| Goldstein Advisors, LLC | History | New | 5,720 | 218 | 0.02% | — | 392 | +5,720 | New | Q2 2026 | Jul 20, 2026 |
| Bluespring Wealth Management, LLC | History | New | 5,565 | 212 | 0.0% | — | 393 | +5,565 | New | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 5,421 | 207 | 0.05% | — | 396 | +5,421 | New | Q2 2026 | Aug 27, 2026 |
| Verity Asset Management, Inc. | History | New | 5,420 | 207 | 0.08% | — | 395 | +5,420 | New | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,660 | 207 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | New | 5,406 | 206 | 0.01% | — | 397 | +5,406 | New | Q2 2026 | Aug 12, 2026 |
| Certified Advisory Corp | History | New | 5,364 | 205 | 0.02% | — | 400 | +5,364 | New | Q2 2026 | Jul 16, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 5,385 | 205 | 0.1% | 0.18% | 399 | -1,330 | -19.81% | Q2 2026 | Jul 13, 2026 |
| Wedmont Private Capital | History | No change | 5,253 | 205 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Curi Capital, LLC | History | No change | 5,355 | 204 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 4,796 | 183 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 4,661 | 178 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,619 | 176 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,220 | 161 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LGT Financial Advisors LLC | History | No change | 4,000 | 152 | 0.8% | 0.91% | 406 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,820 | 146 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,224 | 123 | 0.03% | 0.05% | 408 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sachetta, LLC | History | Reduced | 3,145 | 120 | 0.06% | 0.08% | 409 | -20 | -0.63% | Q2 2026 | Jul 15, 2026 |
| Security National Bank | History | No change | 2,750 | 105 | 0.01% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,712 | 103 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,655 | 101 | 0.0% | 0.0% | 412 | -10,989 | -80.54% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,647 | 101 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,550 | 97 | 0.02% | 0.02% | 415 | +300 | 13.33% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 2,561 | 97 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2,522 | 96 | 0.0% | — | 416 | +2,522 | New | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 2,345 | 89 | 0.02% | 0.03% | 417 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Pacific Financial | History | Reduced | 2,289 | 87 | 0.01% | 0.01% | 418 | -107 | -4.47% | Q2 2026 | Jul 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,948 | 86 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Costello Asset Management, INC | History | Reduced | 2,237 | 85 | 0.03% | 0.04% | 420 | -514 | -18.68% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,100 | 80 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Galilei Investment Office LLP | History | New | 2,075 | 79 | 0.04% | — | 422 | +2,075 | New | Q2 2026 | Jul 30, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 76 | 0.06% | 0.09% | 423 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,802 | 68 | 0.02% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vanguard National Trust Co | History | No change | 1,700 | 64 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,350 | 51 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,303 | 49 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,255 | 47 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Co | History | No change | 1,250 | 47 | 0.0% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 1,250 | 47 | 0.03% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,250 | 47 | 0.01% | 0.02% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | No change | 1,145 | 43 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Vision Retirement, LLC | History | Added to | 1,120 | 42 | 0.01% | 0.01% | 434 | +674 | 151.12% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 896 | 34 | 0.0% | — | 435 | +896 | New | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 864 | 33 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 849 | 32 | 0.02% | — | 437 | +849 | New | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 800 | 30 | 0.0% | 0.0% | 438 | -20 | -2.44% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 741 | 28 | 0.0% | 0.0% | 440 | +633 | 586.11% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 758 | 28 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 645 | 24 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 642 | 24 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 600 | 22 | 0.0% | 0.0% | 443 | -500 | -45.45% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Added to | 600 | 22 | 0.01% | 0.01% | 444 | +170 | 39.53% | Q2 2026 | Aug 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 539 | 20 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 500 | 19 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 484 | 18 | 0.01% | — | 448 | +484 | New | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | New | 473 | 18 | 0.0% | — | 447 | +473 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 439 | 16 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 419 | 16 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 400 | 15 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 396 | 15 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 412 | 15 | 0.0% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 413 | 15 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DT Investment Partners, LLC | History | No change | 375 | 14 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 350 | 13 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 315 | 12 | 0.0% | 0.0% | 457 | +40 | 14.55% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 330 | 12 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 283 | 10 | 0.0% | — | 460 | +283 | New | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 279 | 10 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TSFG, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 197 | 7 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Abound Wealth Management | History | No change | 209 | 7 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 183 | 6 | 0.0% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullock Wealth Management Group | History | No change | 174 | 6 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Crews Bank & Trust | History | New | 150 | 5 | 0.0% | — | 466 | +150 | New | Q2 2026 | Jul 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 114 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GS Investments, Inc. | History | No change | 123 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | Reduced | 79 | 3 | 0.0% | 0.0% | 473 | -30 | -27.52% | Q2 2026 | Aug 10, 2026 |
| Perkins Coie Trust Co | History | No change | 90 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avion Wealth | History | No change | 100 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accordant Advisory Group Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 78 | 2 | 0.0% | 0.0% | 474 | -30 | -27.78% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 47 | 1 | 0.0% | 0.0% | 475 | -190 | -80.17% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 30 | 1 | 0.0% | — | 477 | +30 | New | Q2 2026 | Jul 23, 2026 |
| American Capital Advisory, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -620,280 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -170,278 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -147,800 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 2.72% | — | -53,840 | -100.0% | Q2 2026 | Jul 28, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 1.41% | — | -50,474 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -24,994 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -24,011 | -100.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,718 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SENTINEL TRUST CO LBA | History | Closed out | 0 | 0 | — | 0.09% | — | -21,024 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -20,116 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,619 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.45% | — | -18,592 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,061 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,503 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,394 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Envision Financial Transparency, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -11,074 | -100.0% | Q2 2026 | Aug 21, 2026 |
| Cypress Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,318 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,147 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,453 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.07% | — | -7,302 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,726 | -100.0% | Q2 2026 | Aug 04, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -6,567 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,058 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,058 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,015 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,761 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,705 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -5,702 | -100.0% | Q2 2026 | Aug 11, 2026 |
| IRON Financial LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,457 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.39% | — | -5,208 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,204 | -100.0% | Q2 2026 | Jul 31, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,170 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,116 | -100.0% | Q2 2026 | Jul 09, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,100 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -5,071 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,007 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GDS Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,952 | -100.0% | Q2 2026 | Aug 03, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,934 | -100.0% | Q2 2026 | Jul 31, 2026 |
| MBA Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,886 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,883 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Thrive Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,846 | -100.0% | Q2 2026 | Aug 05, 2026 |
| RCW Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,795 | -100.0% | Q2 2026 | Jul 21, 2026 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,792 | -100.0% | Q2 2026 | Jul 30, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,719 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,699 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,697 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,963 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,032 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,757 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -799 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -455 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |