Global X Funds - SHLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 10,128,782 | 604,789 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 6,990,465 | 418,379 | 2.03% | 2.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 5,291,103 | 315,931 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,389,422 | 257,659 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PeakShares LLC | History | No change | 3,973 | 237,228 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,897,587 | 231,370 | 0.28% | 0.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,635,394 | 217,069 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,140,770 | 187,535 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,362,699 | 81,366 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,244,427 | 74,304 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,230,452 | 73,470 | 0.62% | 0.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 1,172,606 | 70,016 | 0.43% | 0.43% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 997,148 | 59,542 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 973,435 | 58,124 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 948,362 | 56,626 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 892,482 | 53,290 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | No change | 823,592 | 49,176 | 1.98% | 1.98% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 822,724 | 49,124 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 784,067 | 46,816 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henshaw Capital LLC | History | No change | 759,000 | 45,319 | 1.47% | 1.47% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 699,345 | 41,760 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | No change | 689,061 | 41,143 | 1.51% | 1.51% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 675,460 | 40,331 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 624,679 | 37,299 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 622,078 | 37,144 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 587,492 | 35,079 | 1.27% | 1.27% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 553,219 | 33,032 | 0.3% | 0.3% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascent Group, LLC | History | No change | 444,378 | 26,533 | 0.79% | 0.79% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 435,066 | 25,978 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 414,262 | 24,735 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 413,512 | 24,690 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 389,073 | 23,231 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 358,058 | 23,048 | 1.36% | 1.36% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 365,846 | 21,844 | 0.47% | 0.47% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 364,559 | 21,767 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 355,947 | 21,253 | 1.05% | 1.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstein Advisors, LLC | History | No change | 335,543 | 20,035 | 1.83% | 1.83% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 327,597 | 19,560 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Shepherd Financial Partners LLC | History | No change | 297,514 | 17,764 | 1.46% | 1.46% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 295,524 | 17,645 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 281,535 | 16,810 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 267,424 | 15,967 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 259,995 | 15,620 | 0.89% | 0.84% | 43 | +16,757 | 6.89% | Q3 2026 | Oct 09, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 245,627 | 14,712 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 227,846 | 13,604 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 224,449 | 13,401 | 1.33% | 1.33% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 220,193 | 13,147 | 1.54% | 1.54% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 219,730 | 13,120 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 213,508 | 12,532 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 202,340 | 12,387 | 1.63% | 1.63% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| West Wealth Group, LLC | History | No change | 204,917 | 12,235 | 2.0% | 2.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | No change | 204,879 | 12,233 | 1.05% | 1.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 198,994 | 11,881 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 197,160 | 11,772 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Wealth Management LLC | History | Reduced | 193,024 | 11,596 | 2.35% | 2.45% | 55 | -334 | -0.17% | Q3 2026 | Oct 09, 2026 |
| EQ LLC | History | No change | 191,016 | 11,405 | 2.8% | 2.8% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 187,085 | 11,170 | 0.97% | 0.97% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 174,549 | 11,164 | 0.74% | 0.74% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 184,568 | 11,020 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 172,055 | 10,980 | 1.26% | 1.26% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 180,254 | 10,762 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 178,386 | 10,651 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 172,567 | 10,303 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EWA, LLC | History | No change | 170,302 | 10,168 | 1.86% | 1.86% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 169,122 | 10,098 | 1.21% | 1.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 168,153 | 10,040 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 165,561 | 9,885 | 1.09% | 1.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | No change | 162,500 | 9,702 | 1.35% | 1.35% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 158,324 | 9,453 | 1.52% | 1.52% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 149,135 | 9,397 | 0.91% | 0.91% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kelly Financial Services LLC | History | No change | 157,258 | 9,389 | 2.01% | 2.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 155,372 | 9,277 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 154,389 | 9,218 | 2.09% | 2.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebrook Private Inc. | History | No change | 153,572 | 9,169 | 1.67% | 1.67% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 149,904 | 8,950 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 147,408 | 8,801 | 0.44% | 0.44% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POTENTIA WEALTH | History | No change | 143,846 | 8,589 | 3.52% | 3.52% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 142,860 | 8,583 | 0.06% | 0.07% | 78 | -16,300 | -10.24% | Q3 2026 | Oct 08, 2026 |
| Keystone Financial Group | History | No change | 139,364 | 8,321 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plancorp, LLC | History | No change | 136,498 | 8,254 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 137,010 | 7,999 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 131,078 | 7,868 | 0.9% | 0.9% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Embree Financial Group | History | No change | 130,116 | 7,769 | 0.78% | 0.78% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 129,990 | 7,761 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 129,675 | 7,742 | 1.43% | 1.43% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 128,904 | 7,696 | 0.7% | 0.7% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 127,758 | 7,628 | 3.1% | 3.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 126,408 | 7,547 | 1.12% | 1.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MA Private Wealth | History | No change | 125,366 | 7,485 | 1.11% | 1.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Wealth Advisors, LLC | History | No change | 122,090 | 7,289 | 0.8% | 0.8% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 121,707 | 7,265 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sharkey, Howes & Javer | History | No change | 113,048 | 6,750 | 0.81% | 0.81% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ONE Advisory Partners, LLC | History | No change | 111,594 | 6,663 | 1.81% | 1.81% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 110,759 | 6,613 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Family Office, LLC | History | No change | 110,071 | 6,572 | 0.77% | 0.77% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgelight Financial Advisors, Inc. | History | No change | 109,512 | 6,538 | 4.48% | 4.48% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 107,740 | 6,433 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 104,905 | 6,263 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 104,030 | 6,211 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 103,100 | 6,156 | 3.52% | 3.52% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 101,933 | 6,086 | 3.13% | 3.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 101,207 | 6,043 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 99,296 | 5,928 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 98,779 | 5,898 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 98,691 | 5,894 | 0.39% | 0.39% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 98,551 | 5,884 | 2.01% | 2.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Frisch Financial Group, Inc. | History | No change | 95,909 | 5,734 | 0.98% | 0.98% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 93,123 | 5,560 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millington Financial Advisors, LLC | History | No change | 92,445 | 5,552 | 2.18% | 2.18% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 92,936 | 5,549 | 1.34% | 1.34% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 92,441 | 5,519 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JT Stratford LLC | History | No change | 90,833 | 5,423 | 0.59% | 0.59% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 90,329 | 5,393 | 1.52% | 1.52% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 89,824 | 5,363 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 87,750 | 5,239 | 0.78% | 0.78% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avid Wealth Partners LLC | History | No change | 86,848 | 5,186 | 2.51% | 2.51% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Capital Management, LLC | History | No change | 86,304 | 5,153 | 0.75% | 0.75% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 86,155 | 5,144 | 1.62% | 1.62% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steelhead Wealth Management LLC | History | No change | 85,382 | 5,098 | 2.05% | 2.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 85,039 | 5,077 | 1.51% | 1.51% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Claro Advisors Inc. | History | No change | 84,077 | 5,020 | 0.53% | 0.53% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 81,970 | 4,909 | 0.61% | 0.61% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phoenix Financial Ltd. | History | No change | 82,629 | 4,895 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 81,899 | 4,890 | 0.44% | 0.44% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 81,834 | 4,886 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 80,541 | 4,809 | 1.23% | 1.23% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 79,666 | 4,756 | 0.48% | 0.48% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 77,089 | 4,603 | 0.42% | 0.42% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 75,519 | 4,509 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 75,046 | 4,480 | 0.91% | 0.91% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSA Wealth Managment LLC | History | No change | 74,550 | 4,451 | 1.26% | 1.26% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCMORGAN & CO LLC | History | No change | 74,179 | 4,429 | 0.67% | 0.67% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 73,716 | 4,401 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apeiron RIA LLC | History | Added to | 73,119 | 4,397 | 1.0% | 0.72% | 134 | +26,211 | 55.88% | Q3 2026 | Oct 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 71,934 | 4,295 | 0.42% | 0.42% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEI INVESTMENTS CO | History | No change | 71,610 | 4,275 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 70,822 | 4,228 | 0.52% | 0.52% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 70,250 | 4,194 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| May Hill Capital, LLC | History | No change | 69,711 | 4,162 | 0.87% | 0.87% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 69,334 | 4,139 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 68,100 | 4,114 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 67,972 | 4,058 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 67,542 | 4,045 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| M1 Capital Management LLC | History | No change | 65,360 | 3,902 | 1.44% | 1.44% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 64,926 | 3,876 | 3.28% | 3.28% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 64,482 | 3,862 | 0.86% | 0.86% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Town Capital LLC | History | No change | 64,431 | 3,847 | 2.44% | 2.44% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Skyline Advisors, Inc. | History | No change | 63,061 | 3,765 | 1.18% | 1.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 62,946 | 3,758 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 60,537 | 3,625 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 60,000 | 3,582 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 59,702 | 3,565 | 0.77% | 0.77% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,521 | 3,554 | 0.3% | 0.3% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 57,824 | 3,452 | 0.65% | 0.65% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 57,274 | 3,419 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| A4 Wealth Advisors LLC | History | No change | 57,062 | 3,407 | 2.26% | 2.26% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 56,783 | 3,390 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 56,725 | 3,387 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 55,798 | 3,331 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tepp RIA, LLC | History | No change | 55,767 | 3,329 | 2.26% | 2.26% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWP FINANCIAL LLC | History | No change | 55,023 | 3,285 | 1.52% | 1.52% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,918 | 3,279 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Advisors, LLC | History | No change | 54,883 | 3,277 | 1.53% | 1.53% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 51,433 | 3,253 | 0.78% | 0.78% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,909 | 3,218 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trek Financial, LLC | History | No change | 52,965 | 3,162 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 52,722 | 3,148 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 52,688 | 3,146 | 0.27% | 0.27% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 52,397 | 3,128 | 0.29% | 0.29% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gen-Wealth Partners Inc | History | No change | 51,829 | 3,094 | 0.86% | 0.86% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 50,697 | 3,027 | 0.71% | 0.71% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 50,176 | 2,996 | 0.58% | 0.58% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 49,927 | 2,981 | 1.14% | 1.14% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 48,464 | 2,911 | 1.52% | 0.98% | 174 | +18,914 | 64.01% | Q3 2026 | Oct 08, 2026 |
| Schwallier Wealth Management LLC | History | No change | 47,890 | 2,859 | 1.81% | 1.81% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 47,637 | 2,844 | 1.27% | 1.27% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mutual Advisors, LLC | History | No change | 47,587 | 2,841 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 46,893 | 2,799 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 46,753 | 2,791 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 45,868 | 2,738 | 0.43% | 0.43% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Solstein Capital, LLC | History | No change | 44,211 | 2,639 | 0.9% | 0.9% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 43,688 | 2,608 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 43,675 | 2,607 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,037 | 2,569 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 42,502 | 2,537 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 42,455 | 2,534 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,671 | 2,494 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 41,784 | 2,494 | 2.11% | 2.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 41,598 | 2,483 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 41,598 | 2,483 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peak Wealth Management LLC | History | No change | 41,050 | 2,451 | 1.72% | 1.72% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | No change | 34,494 | 2,407 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 39,056 | 2,390 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bedminster, LLC | History | No change | 39,686 | 2,369 | 2.02% | 2.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 39,198 | 2,340 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 39,050 | 2,331 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 37,760 | 2,254 | 1.26% | 1.26% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 37,631 | 2,246 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 36,957 | 2,206 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 36,809 | 2,197 | 0.34% | 0.34% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 36,656 | 2,188 | 0.62% | 0.62% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 36,448 | 2,176 | 0.24% | 0.24% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 36,344 | 2,170 | 0.59% | 0.59% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HERBST GROUP, LLC | History | No change | 36,291 | 2,166 | 1.18% | 1.18% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tyche Wealth Partners LLC | History | No change | 36,133 | 2,157 | 0.3% | 0.3% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 35,934 | 2,145 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | No change | 35,338 | 2,110 | 0.19% | 0.19% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | No change | 35,235 | 2,103 | 0.58% | 0.58% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 35,209 | 2,102 | 0.65% | 0.65% | 209 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 34,930 | 2,085 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 34,758 | 2,075 | 0.64% | 0.64% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | No change | 34,597 | 2,065 | 0.46% | 0.46% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 34,560 | 2,063 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 34,159 | 2,052 | 0.06% | 0.05% | 214 | +1,022 | 3.08% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | No change | 30,978 | 2,008 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK HAPOALIM BM | History | No change | 33,566 | 2,004 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 33,545 | 2,002 | 1.88% | 1.88% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | No change | 33,339 | 1,990 | 0.55% | 0.55% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 32,011 | 1,967 | 1.16% | 1.16% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Black Swift Group, LLC | History | No change | 32,780 | 1,957 | 0.28% | 0.28% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 32,769 | 1,956 | 1.04% | 1.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,385 | 1,933 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ArborFi Advisors, LLC | History | No change | 32,270 | 1,926 | 1.4% | 1.4% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 32,222 | 1,923 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maia Wealth LLC | History | No change | 32,150 | 1,919 | 0.28% | 0.28% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 31,488 | 1,880 | 0.96% | 0.96% | 226 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,398 | 1,874 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | No change | 31,226 | 1,870 | 0.78% | 0.78% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 31,207 | 1,863 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 30,559 | 1,824 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,383 | 1,814 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | No change | 30,071 | 1,795 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 29,378 | 1,754 | 0.34% | 0.34% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owen LaRue, LLC | History | No change | 29,210 | 1,744 | 0.61% | 0.61% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | No change | 29,195 | 1,743 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Investment Management, LLC | History | No change | 28,516 | 1,703 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 28,515 | 1,702 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Carter Financial Group, INC. | History | No change | 27,386 | 1,640 | 0.85% | 0.85% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Partners Group, Inc | History | No change | 27,142 | 1,620 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPoint Financial, LLC | History | No change | 27,041 | 1,614 | 1.18% | 1.18% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 26,675 | 1,592 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 26,557 | 1,585 | 0.51% | 0.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,160 | 1,562 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 26,087 | 1,557 | 0.88% | 0.88% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 25,844 | 1,543 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 25,494 | 1,522 | 0.64% | 0.64% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 25,419 | 1,517 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 24,792 | 1,480 | 0.71% | 0.71% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THEORY FINANCIAL LLC | History | No change | 24,468 | 1,460 | 0.46% | 0.46% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,349 | 1,453 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Advisors, LLC | History | No change | 24,295 | 1,450 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bull Harbor Capital LLC | History | No change | 24,055 | 1,436 | 0.28% | 0.28% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 23,015 | 1,408 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Terra Nova Asset Management LLC | History | No change | 23,273 | 1,389 | 0.85% | 0.85% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 22,660 | 1,353 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthTrak Capital Management LLC | History | No change | 22,441 | 1,339 | 0.88% | 0.88% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 22,136 | 1,322 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21,990 | 1,313 | 0.27% | 0.27% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 21,790 | 1,301 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | No change | 21,499 | 1,283 | 0.16% | 0.16% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 21,384 | 1,276 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 21,284 | 1,271 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Balefire, LLC | History | Added to | 21,052 | 1,264 | 0.2% | 0.18% | 263 | +2,367 | 12.67% | Q3 2026 | Oct 09, 2026 |
| Curran Financial Partners, LLC | History | No change | 20,970 | 1,252 | 0.19% | 0.19% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 20,693 | 1,235 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 20,580 | 1,228 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 20,328 | 1,213 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 20,307 | 1,212 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 20,178 | 1,204 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 20,100 | 1,200 | 1.02% | 1.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 20,100 | 1,200 | 1.02% | 1.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 19,761 | 1,179 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advyzon Investment Management, LLC | History | No change | 19,706 | 1,176 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 19,462 | 1,162 | 0.23% | 0.23% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 5T Wealth, LLC | History | No change | 19,360 | 1,156 | 0.43% | 0.43% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vantage Point Financial LLC | History | No change | 19,326 | 1,153 | 0.35% | 0.35% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 19,259 | 1,149 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 19,237 | 1,148 | 0.66% | 0.66% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DV EQUITIES, LLC | History | No change | 18,776 | 1,121 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 18,639 | 1,112 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 18,492 | 1,110 | 0.03% | 0.02% | 281 | +6,383 | 52.71% | Q3 2026 | Oct 08, 2026 |
| MAI Capital Management | History | No change | 18,578 | 1,109 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,362 | 1,093 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 18,063 | 1,078 | 0.91% | 0.91% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPLAN Partners, LLC | History | No change | 18,039 | 1,077 | 0.21% | 0.21% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 18,018 | 1,075 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GatePass Capital, LLC | History | No change | 17,674 | 1,055 | 0.4% | 0.4% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 17,486 | 1,046 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 17,324 | 1,034 | 0.26% | 0.26% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,173 | 1,025 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arrowroot Family Office, LLC | History | No change | 17,058 | 1,018 | 0.29% | 0.29% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 16,918 | 1,010 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 16,804 | 1,003 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 16,756 | 1,000 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 16,519 | 986 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 16,308 | 973 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 16,205 | 967 | 0.6% | 0.6% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 16,060 | 958 | 0.37% | 0.37% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 14,768 | 943 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 15,333 | 915 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 15,268 | 911 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 15,132 | 904 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 15,000 | 895 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 14,845 | 886 | 0.08% | 0.08% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lauer Wealth, LLC | History | No change | 14,601 | 879 | 0.53% | 0.53% | 305 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 14,660 | 875 | 0.42% | 0.42% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,549 | 868 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 14,300 | 853 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 14,143 | 844 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Family Office LLC | History | No change | 13,877 | 828 | 0.65% | 0.65% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bravias Capital Group, LLC | History | No change | 13,562 | 809 | 0.48% | 0.48% | 311 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | No change | 13,025 | 777 | 0.36% | 0.36% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,997 | 776 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 12,901 | 770 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 12,709 | 758 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHP Wealth Management | History | No change | 12,611 | 752 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 12,547 | 749 | 0.41% | 0.41% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 12,470 | 744 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 12,405 | 740 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,295 | 734 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alteri Wealth LLC | History | No change | 12,291 | 733 | 0.2% | 0.2% | 321 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 12,225 | 729 | 0.08% | 0.08% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | No change | 12,173 | 726 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 12,093 | 722 | 0.4% | 0.4% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,911 | 711 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 11,730 | 700 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FWG Investments, LLC. | History | No change | 11,685 | 697 | 0.37% | 0.37% | 327 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 11,647 | 695 | 0.14% | 0.14% | 328 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 11,572 | 690 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,449 | 684 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,345 | 677 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11,304 | 674 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 11,286 | 673 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,221 | 670 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 11,160 | 666 | 0.21% | 0.21% | 335 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 10,767 | 644 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,762 | 642 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MKT Advisors LLC | History | No change | 10,023 | 639 | 0.2% | 0.2% | 338 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | No change | 10,642 | 635 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,600 | 632 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,481 | 625 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Management | History | No change | 10,458 | 624 | 0.66% | 0.66% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 10,300 | 615 | 0.13% | 0.13% | 343 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 9,674 | 600 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,804 | 585 | 0.12% | 0.12% | 345 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 9,715 | 580 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,671 | 577 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RDA Financial Network | History | No change | 9,611 | 573 | 0.12% | 0.12% | 348 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,545 | 569 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lunt Capital Management, Inc. | History | No change | 9,490 | 566 | 0.21% | 0.21% | 350 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,368 | 559 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 9,353 | 558 | 0.26% | 0.26% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NOVEM GROUP | History | No change | 9,213 | 550 | 0.06% | 0.06% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 9,110 | 543 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 9,081 | 542 | 0.21% | 0.21% | 355 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,039 | 539 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IMC-Chicago, LLC | History | No change | 8,998 | 537 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 9,007 | 537 | 0.14% | 0.14% | 358 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walker Asset Management, LLC | History | No change | 8,963 | 535 | 0.27% | 0.27% | 359 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,927 | 533 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 8,926 | 533 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 8,822 | 530 | 0.36% | 0.5% | 362 | -2,711 | -23.51% | Q3 2026 | Oct 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,826 | 527 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 8,834 | 527 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vontobel Holding Ltd. | History | No change | 8,749 | 522 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 8,665 | 517 | 0.24% | 0.24% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 8,652 | 516 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,639 | 515 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vectors Research Management, LLC | History | No change | 8,546 | 510 | 0.13% | 0.13% | 369 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 8,550 | 510 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 8,486 | 506 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 8,416 | 502 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 8,403 | 501 | 0.09% | 0.09% | 373 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Castleview Partners, LLC | History | Added to | 8,303 | 498 | 0.22% | 0.18% | 374 | +1,360 | 19.59% | Q3 2026 | Oct 09, 2026 |
| NWAM LLC | History | No change | 8,338 | 497 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,243 | 492 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,198 | 489 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 8,116 | 484 | 0.26% | 0.26% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantum Portfolio Management LLC | History | No change | 8,082 | 482 | 0.17% | 0.17% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Group LLC | History | No change | 7,970 | 475 | 0.17% | 0.17% | 380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Portside Wealth Group, LLC | History | No change | 7,942 | 474 | 0.06% | 0.06% | 381 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NVWM, LLC | History | No change | 7,911 | 472 | 0.1% | 0.1% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asempa Wealth Advisors | History | Added to | 7,759 | 466 | 0.36% | 0.18% | 383 | +3,645 | 88.6% | Q3 2026 | Oct 07, 2026 |
| Laidlaw Wealth Management LLC | History | No change | 7,795 | 465 | 1.33% | 1.33% | 384 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | No change | 7,642 | 456 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CGN Advisors LLC | History | No change | 7,562 | 451 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Lido Advisors, LLC | History | No change | 7,433 | 445 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 7,434 | 443 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 7,322 | 438 | 0.32% | 0.32% | 389 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sonoma Allocations LLC | History | No change | 7,097 | 437 | 0.14% | 0.14% | 390 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Range Advisory, LLC | History | No change | 7,216 | 430 | 0.05% | 0.05% | 391 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MCF Advisors LLC | History | No change | 7,171 | 429 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Imprint Wealth LLC | History | No change | 7,176 | 428 | 1.74% | 1.74% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,139 | 426 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MN Wealth Advisors, LLC | History | No change | 6,970 | 416 | 0.18% | 0.18% | 395 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,940 | 414 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Activest Wealth Management | History | No change | 6,944 | 414 | 0.08% | 0.08% | 397 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 6,917 | 413 | 0.05% | 0.05% | 398 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 6,901 | 412 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,825 | 407 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 6,728 | 401 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Key Capital Management, INC | History | No change | 6,633 | 396 | 0.2% | 0.2% | 402 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,621 | 395 | 0.13% | 0.13% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,600 | 394 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,611 | 394 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | No change | 6,559 | 391 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 6,393 | 381 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,331 | 378 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,312 | 376 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 6,242 | 373 | 0.11% | 0.11% | 410 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,172 | 368 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| C2C Wealth Management, LLC | History | No change | 19,000 | 361 | 0.28% | 0.28% | 412 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,046 | 354 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,922 | 353 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| L & S Advisors Inc | History | No change | 5,886 | 351 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 5,881 | 351 | 0.1% | 0.1% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fox Hill Wealth Management | History | No change | 5,889 | 351 | 0.14% | 0.14% | 417 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Centerpoint Advisory Group | History | No change | 5,858 | 349 | 0.22% | 0.22% | 418 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,840 | 348 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CFO4Life Group, LLC | History | No change | 5,835 | 348 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Index Technologies Group LLC | History | No change | 5,842 | 348 | 0.28% | 0.28% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 5,017 | 346 | 0.09% | 0.09% | 422 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,699 | 340 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 5,653 | 337 | 0.12% | 0.12% | 424 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,608 | 334 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,547 | 332 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,516 | 329 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MSH Capital Advisors LLC | History | No change | 5,507 | 328 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,377 | 321 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Equity Management | History | No change | 5,316 | 317 | 0.23% | 0.23% | 430 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | No change | 5,244 | 313 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,247 | 313 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curi Capital, LLC | History | No change | 5,224 | 312 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 5,233 | 312 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,856 | 310 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,856 | 310 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Emerald Advisors, LLC | History | No change | 5,191 | 309 | 0.04% | 0.04% | 437 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital CS Group, LLC | History | No change | 5,179 | 309 | 0.24% | 0.24% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 5,074 | 302 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 5,057 | 301 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 5,051 | 301 | 0.17% | 0.17% | 441 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,034 | 300 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,000 | 298 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| APS Management Group, Inc. | History | No change | 4,988 | 297 | 0.23% | 0.23% | 444 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,826 | 288 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Simmons Bank | History | No change | 4,781 | 285 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAM Wealth Management, LLC | History | No change | 4,711 | 281 | 0.18% | 0.18% | 447 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 4,624 | 276 | 0.16% | 0.16% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,635 | 274 | 0.01% | 0.01% | 449 | +148 | 3.3% | Q3 2026 | Oct 09, 2026 |
| Latitude Advisors, LLC | History | No change | 4,601 | 274 | 0.11% | 0.11% | 450 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,529 | 270 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,475 | 267 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,421 | 263 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisor OS, LLC | History | No change | 4,305 | 257 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Advisors LLC | History | No change | 4,304 | 256 | 0.06% | 0.06% | 455 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,300 | 256 | 0.09% | 0.09% | 456 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,279 | 255 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 4,238 | 253 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 4,241 | 253 | 0.24% | 0.24% | 459 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,200 | 250 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,160 | 248 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,065 | 248 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 4,131 | 246 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,116 | 245 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| David J Yvars Group | History | Reduced | 4,067 | 244 | 0.11% | 0.12% | 465 | -144 | -3.42% | Q3 2026 | Oct 09, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,032 | 240 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centurion Wealth Management LLC | History | No change | 4,022 | 240 | 0.06% | 0.06% | 467 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,035 | 240 | 0.08% | 0.08% | 468 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 4,008 | 239 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 3,973 | 237 | 0.13% | 0.13% | 470 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Manchester Capital Management LLC | History | No change | 3,978 | 237 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,973 | 237 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 3,958 | 236 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Network, LLC | History | No change | 3,870 | 231 | 0.16% | 0.16% | 474 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,858 | 230 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,835 | 229 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 3,804 | 228 | 0.06% | — | 477 | +3,804 | New | Q3 2026 | Oct 02, 2026 |
| Crewe Advisors LLC | History | No change | 3,795 | 226 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daviman Financial, LLC | History | No change | 3,745 | 223 | 0.12% | 0.12% | 479 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,659 | 218 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,657 | 218 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,662 | 218 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Office Research LLC | History | No change | 3,575 | 213 | 0.08% | 0.08% | 483 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 3,562 | 212 | 0.07% | 0.07% | 484 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 3,547 | 211 | 0.09% | 0.09% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,542 | 211 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 3,510 | 209 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,450 | 206 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,426 | 204 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 3,369 | 201 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 3,372 | 201 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLP Wealth Management, LLC | History | No change | 3,356 | 200 | 0.36% | 0.36% | 492 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Copia Wealth Management | History | No change | 3,348 | 199 | 0.12% | 0.12% | 493 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,249 | 191 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 3,102 | 185 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 2,832 | 169 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,780 | 166 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advocate Investing Services LLC | History | No change | 2,500 | 149 | 0.11% | 0.11% | 498 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 2,263 | 135 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 1,825 | 127 | 0.07% | 0.07% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 2,022 | 120 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,999 | 119 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,803 | 115 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Wealth Solutions LLC | History | New | 1,903 | 114 | 0.06% | — | 505 | +1,903 | New | Q3 2026 | Oct 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,904 | 114 | 0.03% | 0.03% | 504 | +6 | 0.32% | Q3 2026 | Oct 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1,856 | 110 | 0.06% | 0.06% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 1,553 | 92 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Group, LTD | History | No change | 1,542 | 92 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| XP Advisory US, Inc. | History | No change | 1,555 | 92 | 0.05% | 0.05% | 509 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,375 | 82 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,388 | 82 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,346 | 80 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Markowski Investments | History | No change | 1,289 | 76 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,200 | 71 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,169 | 69 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,172 | 69 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,091 | 65 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,007 | 60 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benson Wealth Management INC | History | No change | 973 | 58 | 0.06% | 0.06% | 519 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POM Investment Strategies, LLC | History | No change | 933 | 55 | 0.06% | 0.06% | 520 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 848 | 51 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investors Research Corp | History | Reduced | 837 | 50 | 0.01% | 0.01% | 522 | -200 | -19.29% | Q3 2026 | Oct 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 816 | 48 | 0.04% | 0.04% | 523 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 800 | 47 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 793 | 47 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 750 | 44 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 719 | 42 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First PREMIER Bank | History | No change | 650 | 39 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 602 | 35 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Premier Financial Group | History | No change | 570 | 34 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Financially Speaking Inc | History | No change | 487 | 34 | 0.17% | 0.17% | 531 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 539 | 32 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 551 | 32 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GK Wealth Management LLC | History | New | 525 | 31 | 0.02% | — | 535 | +525 | New | Q3 2026 | Oct 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 524 | 31 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 451 | 26 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 419 | 25 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forum Finance Group S.A. | History | No change | 510 | 25 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Financial Advisors LLC | History | No change | 391 | 23 | 0.12% | 0.12% | 539 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Life Planners | History | No change | 370 | 22 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 352 | 21 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pacifica Partners Inc. | History | No change | 360 | 21 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 336 | 20 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 312 | 18 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | No change | 315 | 18 | 0.02% | 0.02% | 545 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 291 | 17 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 273 | 17 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concord Wealth Partners | History | No change | 278 | 16 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 271 | 16 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 235 | 14 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 232 | 14 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 241 | 14 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dunhill Financial, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 223 | 13 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Capital Management LLC | History | No change | 168 | 10 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 160 | 9 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 151 | 9 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 156 | 9 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 163 | 9 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 140 | 8 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 123 | 7 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | No change | 112 | 6 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ascentis Independent Advisors | History | No change | 108 | 6 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Networth Advisors, LLC | History | No change | 108 | 6 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NBH Bank | History | No change | 116 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 5 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 90 | 5 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rakuten Securities, Inc. | History | No change | 89 | 5 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 82 | 4 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Operose Advisors LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 60 | 3 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 52 | 3 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 65 | 3 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roble, Belko & Company, Inc | History | No change | 29 | 2 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Reduced | 10 | 1 | 0.0% | 0.0% | 598 | -470 | -97.92% | Q3 2026 | Oct 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 24 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 29 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 28 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Capital Management | History | No change | 29 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REAP Financial Group, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 26 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -262,921 | -100.0% | Q3 2026 | Oct 01, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -18,923 | -100.0% | Q3 2026 | Oct 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NBT BANK, N.A. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,652 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wells Financial Advisors INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gold Investment Management Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Strive Financial Group ,LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |