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 | No change | 7,792,850 | 297,920 | 6.76% | 6.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,958,333 | 266,086 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,380,464 | 129,235 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,852,930 | 109,067 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,317,629 | 88,603 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,899,023 | 72,599 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,733,447 | 66,269 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,566,338 | 59,881 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 966,282 | 36,940 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 928,068 | 35,738 | 2.39% | 2.39% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 873,189 | 34,543 | 4.14% | 5.12% | 11 | -177,325 | -16.88% | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 723,550 | 28,623 | 0.05% | 0.04% | 12 | +54,000 | 8.07% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 691,046 | 27,337 | 0.08% | 0.08% | 13 | +75,524 | 12.27% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 695,666 | 26,595 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 644,220 | 24,628 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 633,001 | 24,199 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 611,292 | 23,369 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| W1M Asset Management Ltd | History | No change | 604,978 | 23,125 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 597,450 | 22,840 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 554,175 | 21,186 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 552,145 | 21,108 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | Added to | 496,846 | 19,655 | 2.76% | 2.76% | 22 | +1,306 | 0.26% | Q3 2026 | Oct 16, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 494,788 | 19,573 | 3.88% | 3.74% | 23 | -3,367 | -0.68% | Q3 2026 | Oct 09, 2026 |
| BFSG, LLC | History | Reduced | 492,054 | 19,465 | 1.7% | 1.7% | 24 | -9,568 | -1.91% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 483,018 | 18,465 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 457,369 | 18,093 | 5.17% | 5.23% | 26 | -3,115 | -0.68% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 463,007 | 17,700 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global View Capital Management LLC | History | Reduced | 434,528 | 17,189 | 3.83% | 4.14% | 28 | -89,495 | -17.08% | Q3 2026 | Oct 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 430,410 | 17,027 | 1.26% | 1.17% | 29 | +26,939 | 6.68% | Q3 2026 | Oct 01, 2026 |
| WT Wealth Management | History | Reduced | 409,254 | 16,189 | 4.53% | 4.35% | 30 | -1,813 | -0.44% | Q3 2026 | Oct 13, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 406,785 | 15,551 | 2.58% | 2.58% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 358,807 | 14,194 | 0.15% | 0.16% | 32 | -32,913 | -8.4% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | No change | 368,968 | 14,105 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Virtu Financial LLC | History | No change | 360,880 | 13,796 | 0.43% | 0.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRWM Advisors, LLC | History | No change | 337,082 | 12,886 | 5.3% | 5.3% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Choate Investment Advisors | History | No change | 333,575 | 12,752 | 0.22% | 0.22% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 317,706 | 12,568 | 2.39% | 2.35% | 37 | -4,015 | -1.25% | Q3 2026 | Oct 20, 2026 |
| Norris Financial Group, LLC | History | No change | 326,883 | 12,496 | 4.97% | 4.97% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 314,521 | 12,442 | 1.19% | 1.2% | 39 | +2,305 | 0.74% | Q3 2026 | Nov 03, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 324,355 | 12,400 | 7.72% | 7.72% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 311,808 | 11,920 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 305,941 | 11,696 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 303,907 | 11,618 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 292,062 | 11,553 | 0.35% | 0.34% | 44 | +8,740 | 3.08% | Q3 2026 | Oct 14, 2026 |
| GUARDIAN POINT CAPITAL, LP | History | No change | 300,000 | 11,469 | 3.53% | 3.53% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | No change | 299,341 | 11,443 | 0.26% | 0.26% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 286,500 | 11,391 | 0.59% | 0.63% | 47 | +10,000 | 3.62% | Q3 2026 | Oct 27, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 286,902 | 11,349 | 7.9% | 7.83% | 48 | +18,937 | 7.07% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 285,790 | 11,306 | 0.03% | 0.03% | 49 | -25,894 | -8.31% | Q3 2026 | Nov 02, 2026 |
| Evelyn Partners Group Ltd | History | No change | 286,636 | 10,958 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avestar Capital, LLC | History | Added to | 260,361 | 10,299 | 0.81% | 0.52% | 51 | +18,849 | 7.8% | Q3 2026 | Oct 28, 2026 |
| Timber Creek Capital Management LLC | History | No change | 268,201 | 10,253 | 2.09% | 2.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 266,931 | 10,204 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital, LLC | History | Added to | 256,949 | 10,164 | 2.69% | 2.64% | 54 | +1,643 | 0.64% | Q3 2026 | Oct 20, 2026 |
| Mariner, LLC | History | No change | 260,026 | 9,940 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 256,987 | 9,824 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 253,156 | 9,814 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 239,696 | 9,163 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 237,105 | 9,062 | 0.3% | 0.3% | 59 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empirical Asset Management, LLC | History | No change | 231,691 | 8,857 | 1.99% | 1.99% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Capital Group, LLC | History | Reduced | 218,261 | 8,634 | 0.69% | 0.68% | 61 | -1,167 | -0.53% | Q3 2026 | Oct 27, 2026 |
| Capital Management Associates, Inc | History | Reduced | 215,379 | 8,520 | 1.71% | 1.76% | 62 | -13,291 | -5.81% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 208,886 | 7,985 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 195,743 | 7,743 | 4.98% | 3.07% | 64 | +64,592 | 49.25% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 178,564 | 7,063 | 0.01% | 0.01% | 65 | -65,760 | -26.92% | Q3 2026 | Nov 02, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 173,198 | 6,851 | 0.52% | 0.49% | 66 | -18,180 | -9.5% | Q3 2026 | Oct 13, 2026 |
| Clear Retirement Advice LLC | History | Added to | 161,506 | 6,389 | 4.29% | 3.83% | 67 | +15,021 | 10.25% | Q3 2026 | Oct 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 166,110 | 6,350 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 165,848 | 6,340 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 165,410 | 6,323 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 164,705 | 6,296 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 161,221 | 6,163 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 153,679 | 6,079 | 0.06% | 0.06% | 73 | +145 | 0.09% | Q3 2026 | Oct 28, 2026 |
| Ervin Investment Management, LLC | History | Added to | 153,325 | 6,065 | 3.26% | 3.18% | 74 | +220 | 0.14% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 156,352 | 5,977 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 149,900 | 5,730 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Avos Capital Management, LLC | History | No change | 149,878 | 5,729 | 2.38% | 2.38% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kellett Wealth Advisors, LLC | History | New | 143,937 | 5,694 | 2.08% | — | 78 | +143,937 | New | Q3 2026 | Oct 14, 2026 |
| Luminist Capital LLC | History | No change | 146,239 | 5,590 | 6.28% | 6.28% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Go Invest LLC | History | Added to | 135,974 | 5,379 | 1.14% | 1.04% | 80 | +20,090 | 17.34% | Q3 2026 | Oct 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 138,405 | 5,291 | 0.65% | 0.65% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 136,975 | 5,061 | 0.98% | 1.18% | 82 | -19,780 | -12.62% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 127,345 | 4,868 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 126,335 | 4,829 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cerity Partners LLC | History | No change | 122,660 | 4,689 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 123,155 | 4,673 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 120,423 | 4,603 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 113,501 | 4,490 | 0.26% | 0.28% | 88 | -7,567 | -6.25% | Q3 2026 | Nov 05, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 116,948 | 4,470 | 0.3% | 0.3% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | No change | 115,136 | 4,401 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 114,311 | 4,370 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 111,678 | 4,269 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Narwhal Capital Management | History | Reduced | 105,726 | 4,182 | 0.28% | 0.3% | 93 | -7,220 | -6.39% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 107,937 | 4,126 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 106,936 | 4,088 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 102,020 | 4,035 | 0.0% | 0.0% | 96 | +17,974 | 21.39% | Q3 2026 | Nov 02, 2026 |
| Atlatl Advisers LLC | History | Added to | 101,114 | 4,000 | 0.94% | 0.88% | 97 | +4,425 | 4.58% | Q3 2026 | Oct 22, 2026 |
| Wealth Watch Advisors, INC | History | No change | 103,618 | 3,961 | 1.29% | 1.29% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 103,048 | 3,940 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 102,536 | 3,919 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,186 | 3,741 | 0.01% | 0.01% | 101 | +3,453 | 3.76% | Q3 2026 | Oct 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 83,754 | 3,737 | 2.36% | 2.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | Reduced | 94,081 | 3,721 | 0.04% | 0.04% | 103 | -49 | -0.05% | Q3 2026 | Oct 22, 2026 |
| SEEDS INVESTOR LLC | History | No change | 96,681 | 3,696 | 0.38% | 0.38% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 93,145 | 3,684 | 0.89% | 0.84% | 105 | +840 | 0.91% | Q3 2026 | Oct 13, 2026 |
| Aspect Partners, LLC | History | Added to | 92,900 | 3,675 | 1.39% | 1.09% | 106 | +16,500 | 21.6% | Q3 2026 | Oct 20, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | No change | 94,750 | 3,622 | 3.86% | 3.86% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 92,517 | 3,536 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 88,736 | 3,392 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 80,701 | 3,391 | 2.21% | 2.21% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 84,103 | 3,327 | 0.29% | 0.29% | 111 | -612 | -0.72% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 86,895 | 3,321 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kensington Asset Management, LLC | History | No change | 86,301 | 3,299 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Added to | 83,203 | 3,278 | 0.72% | 0.7% | 114 | +375 | 0.45% | Q3 2026 | Oct 28, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 82,719 | 3,162 | 0.26% | 0.26% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True North Advisors, LLC | History | Added to | 76,961 | 3,044 | 0.23% | 0.28% | 116 | +429 | 0.56% | Q3 2026 | Oct 22, 2026 |
| MATAURO, LLC | History | Reduced | 74,260 | 2,937 | 0.36% | 0.39% | 117 | -2,151 | -2.82% | Q3 2026 | Nov 03, 2026 |
| Turner Financial Group, Inc. | History | No change | 69,974 | 2,675 | 2.66% | 2.66% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 66,975 | 2,649 | 1.75% | 1.64% | 119 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 62,589 | 2,476 | 0.08% | 0.09% | 120 | -10,308 | -14.14% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 62,443 | 2,470 | 0.29% | 0.3% | 121 | -7,253 | -10.41% | Q3 2026 | Oct 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 62,017 | 2,453 | 0.34% | 0.34% | 122 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 62,890 | 2,404 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 62,504 | 2,389 | 1.43% | 1.43% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cooper Financial Group | History | Added to | 59,757 | 2,363 | 0.19% | 0.11% | 125 | +25,441 | 74.14% | Q3 2026 | Oct 07, 2026 |
| Mirabaud & Cie SA | History | No change | 57,964 | 2,293 | 0.89% | 0.89% | 126 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 57,883 | 2,289 | 0.02% | 0.01% | 127 | +36,074 | 165.41% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 59,820 | 2,286 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 59,458 | 2,273 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 57,202 | 2,262 | 0.27% | 0.28% | 130 | -1,440 | -2.46% | Q3 2026 | Oct 29, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 56,685 | 2,242 | 0.55% | 0.52% | 131 | -150 | -0.26% | Q3 2026 | Oct 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,892 | 2,211 | 0.23% | 0.21% | 132 | +14 | 0.03% | Q3 2026 | Oct 16, 2026 |
| Mutual Advisors, LLC | History | No change | 57,164 | 2,185 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 55,034 | 2,177 | 0.63% | 0.29% | 134 | +30,899 | 128.03% | Q3 2026 | Oct 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 55,638 | 2,127 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 54,350 | 2,077 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 50,481 | 1,997 | 0.1% | 0.09% | 137 | +983 | 1.99% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 50,094 | 1,981 | 0.03% | 0.04% | 138 | -2,535 | -4.82% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 51,797 | 1,980 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 51,114 | 1,954 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tidal Investments LLC | History | No change | 51,006 | 1,949 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 48,573 | 1,921 | 0.42% | 0.45% | 142 | -5,076 | -9.46% | Q3 2026 | Oct 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 50,037 | 1,912 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 50,000 | 1,911 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 48,150 | 1,840 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 46,491 | 1,839 | 0.87% | 0.75% | 146 | +374 | 0.81% | Q3 2026 | Oct 28, 2026 |
| Plan Group Financial, LLC | History | Reduced | 46,800 | 1,834 | 0.36% | 0.4% | 147 | -3,800 | -7.51% | Q3 2026 | Oct 22, 2026 |
| COMMERCE BANK | History | No change | 47,097 | 1,800 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 46,732 | 1,786 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 41,982 | 1,660 | 0.39% | 0.5% | 150 | -13,976 | -24.98% | Q3 2026 | Oct 09, 2026 |
| Wealthfront Advisers LLC | History | No change | 42,846 | 1,638 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 40,399 | 1,598 | 0.67% | 0.6% | 152 | +6,951 | 20.78% | Q3 2026 | Oct 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 41,773 | 1,596 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 40,340 | 1,595 | 0.86% | 0.82% | 154 | +1,570 | 4.05% | Q3 2026 | Oct 08, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,988 | 1,577 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 41,234 | 1,576 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 40,984 | 1,566 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elite Financial, Inc. | History | No change | 40,001 | 1,529 | 0.62% | 0.62% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 38,000 | 1,503 | 0.19% | 0.19% | 159 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Anson Capital, Inc. | History | Added to | 36,133 | 1,429 | 0.93% | 0.85% | 160 | +2,106 | 6.19% | Q3 2026 | Oct 23, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 36,038 | 1,425 | 0.01% | 0.01% | 161 | -47 | -0.13% | Q3 2026 | Oct 14, 2026 |
| World Investment Advisors | History | No change | 31,764 | 1,413 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 36,931 | 1,411 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vident Advisory, LLC | History | No change | 36,929 | 1,411 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 34,550 | 1,320 | 0.68% | 0.68% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,306 | 1,317 | 0.01% | 0.01% | 166 | +8,023 | 31.73% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,560 | 1,282 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 31,892 | 1,261 | 0.15% | 0.15% | 168 | +1,210 | 3.94% | Q3 2026 | Oct 21, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 32,992 | 1,261 | 1.01% | 1.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 32,707 | 1,250 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | No change | 31,310 | 1,238 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,231 | 1,232 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Capital, Inc. | History | Added to | 31,038 | 1,227 | 0.76% | 0.69% | 173 | +2,497 | 8.75% | Q3 2026 | Oct 13, 2026 |
| Premier Private Wealth Management LLC | History | No change | 31,819 | 1,216 | 1.06% | 1.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 31,510 | 1,204 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,197 | 1,192 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WHITTIER TRUST CO | History | No change | 30,069 | 1,192 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 30,814 | 1,178 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balboa Wealth Partners | History | Added to | 29,740 | 1,176 | 0.16% | 0.15% | 179 | +160 | 0.54% | Q3 2026 | Oct 20, 2026 |
| SCS Capital Management LLC | History | No change | 30,517 | 1,166 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INGALLS & SNYDER LLC | History | No change | 29,340 | 1,122 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 28,673 | 1,113 | 0.71% | 0.71% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 27,763 | 1,061 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 27,672 | 1,057 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 27,575 | 1,054 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 27,524 | 1,052 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Osbon Capital Management LLC | History | No change | 26,658 | 1,019 | 0.8% | 0.8% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 25,715 | 1,013 | 0.23% | 0.23% | 188 | +299 | 1.18% | Q3 2026 | Oct 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,500 | 1,013 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 26,206 | 1,001 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EPG Wealth Management LLC | History | No change | 25,208 | 997 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 25,054 | 991 | 0.03% | 0.03% | 192 | -5,208 | -17.21% | Q3 2026 | Oct 08, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 25,638 | 980 | 0.27% | 0.27% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | No change | 24,740 | 978 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Fielder Capital Group LLC | History | No change | 25,545 | 976 | 0.21% | 0.21% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 24,426 | 966 | 0.44% | 0.42% | 196 | +570 | 2.39% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 25,244 | 965 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 24,060 | 951 | 0.49% | 0.67% | 198 | -7,680 | -24.2% | Q3 2026 | Oct 14, 2026 |
| Betterment LLC | History | No change | 24,815 | 949 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 24,644 | 942 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 23,632 | 934 | 1.21% | 1.24% | 201 | -1,237 | -4.97% | Q3 2026 | Oct 14, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 23,471 | 928 | 0.49% | 0.52% | 202 | -1,691 | -6.72% | Q3 2026 | Oct 16, 2026 |
| XML Financial, LLC | History | No change | 23,400 | 925 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Banco BTG Pactual S.A. | History | No change | 23,760 | 908 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,511 | 898 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | Added to | 22,444 | 887 | 0.7% | 0.62% | 206 | +2,998 | 15.42% | Q3 2026 | Oct 21, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 22,265 | 880 | 0.25% | 0.24% | 207 | +330 | 1.5% | Q3 2026 | Nov 03, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 21,903 | 837 | 0.35% | 0.35% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,851 | 835 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 21,153 | 808 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 20,873 | 797 | 0.18% | 0.18% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 20,057 | 793 | 0.19% | 0.17% | 212 | +1,450 | 7.79% | Q3 2026 | Oct 19, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 20,737 | 792 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 19,985 | 790 | 0.24% | 0.31% | 214 | -11,552 | -36.63% | Q3 2026 | Oct 20, 2026 |
| WorthPointe, LLC | History | No change | 20,220 | 773 | 0.19% | 0.19% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GeoWealth Management, LLC | History | No change | 20,021 | 765 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Seven Post Investment Office LP | History | Reduced | 19,319 | 764 | 0.23% | 0.22% | 217 | -774 | -3.85% | Q3 2026 | Oct 26, 2026 |
| Madden Advisory Services, Inc. | History | No change | 19,608 | 749 | 0.27% | 0.27% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 19,543 | 747 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,813 | 744 | 0.0% | 0.0% | 220 | +2,302 | 13.94% | Q3 2026 | Oct 30, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,346 | 739 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 19,128 | 731 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Money Management, LLC | History | No change | 18,806 | 718 | 0.1% | 0.1% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leelyn Smith, LLC | History | Reduced | 18,029 | 713 | 0.08% | 0.11% | 224 | -5,296 | -22.71% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | New | 17,436 | 689 | 0.0% | — | 226 | +17,436 | New | Q3 2026 | Nov 04, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 17,417 | 689 | 0.4% | 0.43% | 225 | -2,893 | -14.24% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,989 | 687 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lifeworks Advisors, LLC | History | No change | 17,841 | 682 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penbrook Management LLC | History | No change | 17,080 | 675 | 0.4% | 0.42% | 229 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 17,002 | 672 | 0.29% | 0.28% | 230 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 16,985 | 671 | 0.49% | 0.48% | 231 | +294 | 1.76% | Q3 2026 | Oct 16, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 16,198 | 640 | 0.18% | 0.17% | 232 | +800 | 5.2% | Q3 2026 | Oct 19, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,175 | 639 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 16,711 | 638 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 16,108 | 637 | 0.39% | 0.38% | 235 | +151 | 0.95% | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,468 | 629 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nikulski Financial, Inc. | History | No change | 16,421 | 627 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 15,636 | 618 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 15,508 | 613 | 0.05% | 0.11% | 239 | -19,445 | -55.63% | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,450 | 611 | 0.0% | 0.0% | 241 | +2,578 | 20.03% | Q3 2026 | Oct 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,987 | 611 | 0.33% | 0.33% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 15,302 | 605 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Financial Designs Corp | History | Added to | 15,170 | 600 | 0.31% | 0.31% | 243 | +20 | 0.13% | Q3 2026 | Oct 08, 2026 |
| Swan Global Investments, LLC | History | No change | 15,700 | 600 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Reduced | 14,832 | 586 | 0.01% | 0.01% | 245 | -1,201 | -7.49% | Q3 2026 | Oct 15, 2026 |
| Madson Wealth Advisors Inc | History | No change | 14,800 | 585 | 0.41% | 0.38% | 246 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 15,100 | 577 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 14,972 | 572 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 14,810 | 566 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 14,157 | 560 | 0.33% | 0.22% | 250 | +4,391 | 44.96% | Q3 2026 | Nov 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,886 | 549 | 0.02% | 0.02% | 251 | -4,211 | -23.27% | Q3 2026 | Nov 04, 2026 |
| City Center Advisors, LLC | History | Added to | 13,803 | 546 | 0.42% | 0.37% | 252 | +1,675 | 13.81% | Q3 2026 | Oct 07, 2026 |
| Empower Advisory Group, LLC | History | No change | 14,000 | 535 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | Reduced | 13,144 | 521 | 0.04% | 0.06% | 254 | -2,723 | -17.16% | Q3 2026 | Oct 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 13,197 | 520 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sigma Planning Corp | History | Added to | 13,306 | 518 | 0.01% | 0.01% | 257 | +1,004 | 8.16% | Q3 2026 | Oct 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 13,569 | 518 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Timonier Family Office, LTD. | History | Added to | 13,074 | 517 | 0.18% | 0.12% | 258 | +1,921 | 17.22% | Q3 2026 | Nov 03, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 13,018 | 514 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Independence Bank of Kentucky | History | No change | 12,950 | 512 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AWM CAPITAL, LLC | History | No change | 12,794 | 506 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 12,950 | 495 | 0.14% | 0.14% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 12,492 | 494 | 0.04% | 0.04% | 263 | -59 | -0.47% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,905 | 493 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sierra Legacy Group | History | No change | 12,875 | 492 | 0.38% | 0.38% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | New | 12,392 | 490 | 0.0% | — | 267 | +12,392 | New | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,578 | 490 | 0.02% | 0.02% | 266 | -51 | -0.4% | Q3 2026 | Oct 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 12,143 | 480 | 0.28% | 0.27% | 268 | +155 | 1.29% | Q3 2026 | Oct 13, 2026 |
| Family Capital Trust Co | History | No change | 12,100 | 478 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AMG National Trust Bank | History | Reduced | 12,050 | 476 | 0.01% | 0.01% | 270 | -4,950 | -29.12% | Q3 2026 | Nov 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 11,997 | 474 | 0.06% | 0.03% | 272 | +5,710 | 90.82% | Q3 2026 | Oct 14, 2026 |
| ETF Store, Inc. | History | Added to | 11,997 | 474 | 0.39% | 0.38% | 271 | +48 | 0.4% | Q3 2026 | Oct 19, 2026 |
| Financial Insights, Inc. | History | Added to | 11,974 | 473 | 0.12% | 0.1% | 273 | +1,656 | 16.05% | Q3 2026 | Oct 27, 2026 |
| Cascade Financial Partners, LLC | History | No change | 12,370 | 472 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,843 | 468 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 12,229 | 467 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 12,209 | 466 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,200 | 466 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWC Advisors, LLC. | History | Added to | 11,714 | 463 | 0.22% | 0.19% | 279 | +281 | 2.46% | Q3 2026 | Oct 15, 2026 |
| Advisory Services Network, LLC | History | No change | 12,010 | 459 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,519 | 455 | 0.0% | 0.0% | 281 | -6,123 | -34.71% | Q3 2026 | Oct 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 11,807 | 451 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 11,358 | 449 | 0.06% | 0.09% | 283 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,305 | 447 | 0.01% | 0.01% | 284 | +299 | 2.72% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | New | 11,078 | 446 | 0.02% | — | 286 | +11,078 | New | Q3 2026 | Nov 03, 2026 |
| Firestone Capital Management | History | Added to | 11,298 | 446 | 0.08% | 0.06% | 285 | +2,787 | 32.75% | Q3 2026 | Nov 03, 2026 |
| Boreal Capital Management LLC | History | No change | 11,582 | 442 | 0.33% | 0.33% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 11,539 | 441 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 11,000 | 435 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Finhabits Advisors LLC | History | No change | 11,378 | 434 | 0.36% | 0.36% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 10,934 | 432 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Grove Bank & Trust | History | No change | 10,856 | 429 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 10,804 | 427 | 0.02% | 0.02% | 294 | -88 | -0.81% | Q3 2026 | Oct 21, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 10,800 | 427 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Transce3nd, LLC | History | New | 10,787 | 424 | 0.42% | — | 295 | +10,787 | New | Q3 2026 | Oct 26, 2026 |
| Vontobel Holding Ltd. | History | New | 10,650 | 421 | 0.0% | — | 296 | +10,650 | New | Q3 2026 | Oct 16, 2026 |
| SlateStone Wealth, LLC | History | No change | 10,980 | 420 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LB Partners LLC | History | No change | 11,000 | 420 | 0.29% | 0.29% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,539 | 416 | 0.01% | 0.01% | 299 | -850 | -7.46% | Q3 2026 | Nov 03, 2026 |
| NWAM LLC | History | No change | 10,879 | 415 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 10,766 | 411 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10,686 | 408 | 0.15% | 0.15% | 302 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leo H. Evart, Inc. | History | No change | 10,677 | 408 | 0.32% | 0.32% | 303 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,316 | 408 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PATRON PARTNERS, LLC | History | No change | 10,652 | 407 | 0.16% | 0.16% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 10,492 | 401 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 10,119 | 400 | 0.04% | 0.02% | 308 | +4,399 | 76.91% | Q3 2026 | Oct 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,470 | 400 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 10,244 | 391 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Curtis Advisory Group, LLC | History | No change | 9,780 | 386 | 0.07% | 0.07% | 310 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Callan Family Office, LLC | History | No change | 9,863 | 377 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,840 | 376 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| West Branch Capital LLC | History | Reduced | 9,428 | 372 | 0.08% | 0.09% | 313 | -750 | -7.37% | Q3 2026 | Oct 20, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,380 | 371 | 0.16% | 0.17% | 314 | -214 | -2.23% | Q3 2026 | Oct 20, 2026 |
| Apriem Advisors | History | No change | 9,629 | 368 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 9,576 | 366 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,519 | 363 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | No change | 9,000 | 356 | 0.11% | 0.11% | 318 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 9,315 | 356 | 0.16% | 0.16% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 8,970 | 354 | 0.3% | 0.29% | 320 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,850 | 350 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 8,695 | 343 | 0.02% | 0.02% | 322 | -3,140 | -26.53% | Q3 2026 | Oct 13, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 8,876 | 339 | 0.14% | 0.14% | 323 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Vise Technologies, Inc. | History | New | 8,514 | 336 | 0.0% | — | 324 | +8,514 | New | Q3 2026 | Oct 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,493 | 335 | 0.01% | 0.01% | 325 | +1,643 | 23.99% | Q3 2026 | Oct 08, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 8,452 | 334 | 0.02% | 0.03% | 326 | -5,327 | -38.66% | Q3 2026 | Oct 15, 2026 |
| Castleview Partners, LLC | History | New | 8,314 | 328 | 0.14% | — | 328 | +8,314 | New | Q3 2026 | Oct 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,581 | 328 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,573 | 327 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLVD Private Wealth, LLC | History | No change | 8,215 | 324 | 0.24% | 0.23% | 330 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Legacy Bridge, LLC | History | No change | 8,142 | 322 | 0.1% | 0.1% | 331 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VICUS CAPITAL | History | Added to | 8,131 | 321 | 0.02% | 0.02% | 332 | +41 | 0.51% | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,058 | 318 | 0.0% | 0.01% | 333 | -4,457 | -35.61% | Q3 2026 | Oct 30, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8,277 | 316 | 0.09% | 0.09% | 334 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | No change | 7,967 | 315 | 0.17% | 0.16% | 335 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SFMG, LLC | History | No change | 8,238 | 314 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | Reduced | 7,875 | 311 | 0.02% | 0.02% | 337 | -1,847 | -19.0% | Q3 2026 | Oct 21, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,131 | 310 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Paragon Advisors, LLC | History | No change | 7,841 | 310 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,832 | 309 | 0.02% | 0.01% | 340 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| One Way Holdings LLC | History | New | 7,757 | 306 | 0.01% | — | 343 | +7,757 | New | Q3 2026 | Oct 29, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 7,746 | 306 | 0.08% | 0.08% | 342 | -91 | -1.16% | Q3 2026 | Oct 19, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 7,716 | 306 | 0.06% | 0.06% | 341 | -51 | -0.66% | Q3 2026 | Oct 09, 2026 |
| Silver Lake Advisory, LLC | History | No change | 7,717 | 305 | 0.11% | 0.11% | 344 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Hudock, Inc. | History | No change | 7,705 | 304 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,930 | 303 | 0.08% | 0.08% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 7,823 | 299 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7,820 | 298 | 0.15% | 0.15% | 348 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,529 | 297 | 0.01% | 0.01% | 349 | +1,120 | 17.48% | Q3 2026 | Oct 26, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,406 | 292 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,565 | 289 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OneAscent Family Office, LLC | History | No change | 7,569 | 289 | 0.15% | 0.15% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,245 | 286 | 0.01% | — | 353 | +7,245 | New | Q3 2026 | Oct 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 7,443 | 284 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 7,184 | 284 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,425 | 283 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,379 | 282 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 6,918 | 273 | 0.03% | — | 359 | +6,918 | New | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,152 | 273 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 6,899 | 272 | 0.09% | 0.09% | 360 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 6,842 | 271 | 0.07% | 0.06% | 361 | +1,058 | 18.29% | Q3 2026 | Oct 19, 2026 |
| Greenline Partners, LLC | History | No change | 7,056 | 269 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | New | 6,797 | 268 | 0.01% | — | 363 | +6,797 | New | Q3 2026 | Oct 20, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 6,944 | 265 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | No change | 6,718 | 265 | 0.11% | 0.12% | 365 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,545 | 258 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 6,489 | 256 | 0.06% | 0.05% | 367 | +1,068 | 19.7% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,655 | 254 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,425 | 254 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 6,400 | 253 | 0.1% | 0.1% | 370 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,545 | 250 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Urban Wealth Management, LLC | History | No change | 6,337 | 250 | 0.22% | 0.21% | 372 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 6,445 | 246 | 0.1% | 0.1% | 373 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 6,213 | 245 | 0.05% | 0.05% | 374 | +40 | 0.65% | Q3 2026 | Oct 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 6,175 | 244 | 0.01% | 0.01% | 375 | -8,171 | -56.96% | Q3 2026 | Nov 04, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 6,096 | 241 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,319 | 241 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,310 | 241 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,076 | 240 | 0.0% | 0.01% | 379 | -15,700 | -72.1% | Q3 2026 | Oct 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,988 | 237 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 5,887 | 232 | 0.08% | 0.06% | 381 | -30 | -0.51% | Q3 2026 | Nov 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,049 | 231 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | New | 5,797 | 229 | 0.01% | — | 383 | +5,797 | New | Q3 2026 | Oct 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,707 | 225 | 0.0% | 0.0% | 384 | -66 | -1.14% | Q3 2026 | Oct 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 5,440 | 215 | 0.01% | — | 386 | +5,440 | New | Q3 2026 | Oct 16, 2026 |
| Verity Asset Management, Inc. | History | Added to | 5,455 | 215 | 0.08% | 0.08% | 385 | +35 | 0.65% | Q3 2026 | Oct 30, 2026 |
| Net Worth Advisory Group | History | New | 5,407 | 214 | 0.05% | — | 388 | +5,407 | New | Q3 2026 | Oct 19, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 5,420 | 214 | 0.03% | 0.04% | 387 | -5,376 | -49.8% | Q3 2026 | Oct 29, 2026 |
| Optivise Advisory Services LLC | History | No change | 5,385 | 213 | 0.1% | 0.1% | 389 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 5,565 | 212 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Certified Advisory Corp | History | No change | 5,364 | 212 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Index Fund Advisors, Inc. | History | No change | 5,406 | 206 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | New | 5,170 | 204 | 0.0% | — | 394 | +5,170 | New | Q3 2026 | Nov 04, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 5,159 | 204 | 0.02% | — | 395 | +5,159 | New | Q3 2026 | Nov 03, 2026 |
| Curi Capital, LLC | History | No change | 5,355 | 204 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Freedom Investing, LLC | History | Reduced | 5,155 | 203 | 0.03% | 0.03% | 396 | -2,194 | -29.85% | Q3 2026 | Oct 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 5,067 | 200 | 0.02% | — | 397 | +5,067 | New | Q3 2026 | Oct 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 4,661 | 184 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SouthState Bank Corp | History | No change | 4,796 | 183 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,619 | 176 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,220 | 166 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 4,000 | 152 | 0.8% | 0.8% | 402 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,820 | 151 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,224 | 123 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sachetta, LLC | History | No change | 3,145 | 120 | 0.06% | 0.06% | 405 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Security National Bank | History | No change | 2,750 | 108 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Reduced | 2,715 | 107 | 0.0% | 0.0% | 407 | -52,616 | -95.09% | Q3 2026 | Nov 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,647 | 104 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,712 | 103 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,655 | 101 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 2,561 | 101 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dunhill Financial, LLC | History | No change | 2,550 | 97 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,522 | 96 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 2,345 | 92 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| First Pacific Financial | History | No change | 2,289 | 90 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,258 | 89 | 0.01% | 0.14% | 416 | -27,875 | -92.51% | Q3 2026 | Oct 30, 2026 |
| Costello Asset Management, INC | History | No change | 2,237 | 88 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,100 | 83 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Galilei Investment Office LLP | History | No change | 2,075 | 79 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 79 | 0.06% | 0.06% | 420 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,817 | 72 | 0.0% | — | 421 | +1,817 | New | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,802 | 71 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vanguard National Trust Co | History | No change | 1,700 | 64 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,350 | 53 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| UMB Bank, n.a. | History | No change | 1,303 | 49 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,255 | 49 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 1,250 | 49 | 0.04% | 0.03% | 427 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,250 | 47 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 1,145 | 45 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Vision Retirement, LLC | History | No change | 1,120 | 42 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mainstream Capital Management LLC | History | New | 1,061 | 41 | 0.02% | — | 431 | +1,061 | New | Q3 2026 | Oct 23, 2026 |
| REYL & Cie S.A. | History | No change | 835 | 37 | 0.04% | 0.04% | 432 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Crewe Advisors LLC | History | No change | 864 | 33 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 849 | 32 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 800 | 30 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 758 | 29 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 684 | 27 | 0.01% | 0.56% | 437 | -42,372 | -98.41% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 645 | 25 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 642 | 24 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 600 | 22 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 600 | 22 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 539 | 21 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 484 | 19 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 469 | 18 | 0.0% | 0.0% | 444 | +272 | 138.07% | Q3 2026 | Nov 04, 2026 |
| SHP Wealth Management | History | No change | 473 | 18 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 439 | 17 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MADDEN SECURITIES Corp | History | New | 405 | 16 | 0.0% | — | 450 | +405 | New | Q3 2026 | Oct 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 419 | 16 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 412 | 16 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 413 | 16 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q3 2026 | Nov 03, 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 |
| DT Investment Partners, LLC | History | No change | 375 | 14 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 350 | 13 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 321 | 12 | 0.0% | 0.0% | 456 | -575 | -64.17% | Q3 2026 | Oct 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 315 | 12 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 330 | 12 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 279 | 10 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 283 | 10 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 220 | 8 | 0.0% | — | 462 | +220 | New | Q3 2026 | Oct 21, 2026 |
| TSFG, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Abound Wealth Management | History | No change | 209 | 8 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pathway Financial Advisers, LLC | History | New | 190 | 7 | 0.0% | — | 464 | +190 | New | Q3 2026 | Oct 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 183 | 7 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bullock Wealth Management Group | History | No change | 174 | 6 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Crews Bank & Trust | History | No change | 150 | 5 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 108 | 4 | 0.0% | 0.0% | 468 | -633 | -85.43% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 114 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GS Investments, Inc. | History | No change | 123 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 90 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | No change | 100 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Accordant Advisory Group Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 78 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 47 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| American Capital Advisory, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| New Harbor Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -185,905 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -29,488 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,618 | -100.0% | Q3 2026 | Oct 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,833 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,059 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,268 | -100.0% | Q3 2026 | Oct 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,277 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -5,253 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2026 | Oct 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2026 | Oct 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |