Global X Funds - SIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 2,606,030 | 201,863 | 0.02% | 0.03% | 1 | +133,647 | 5.41% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,334,476 | 180,828 | 0.01% | 0.03% | 2 | -538,012 | -18.73% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,637,977 | 126,877 | 0.01% | 0.03% | 3 | -621,655 | -27.51% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Reduced | 1,435,370 | 111,183 | 0.01% | 0.01% | 4 | -411,514 | -22.28% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 948,174 | 73,445 | 0.02% | 0.03% | 5 | -108,195 | -10.24% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 848,700 | 65,740 | 0.05% | 0.05% | 6 | +129,400 | 17.99% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 716,679 | 55,513 | 0.48% | — | 7 | +716,679 | New | Q2 2026 | Aug 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 628,000 | 48,695 | 0.33% | 0.74% | 8 | -125,000 | -16.6% | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 402,290 | 31,161 | 0.01% | — | 9 | +402,290 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 383,564 | 29,710 | 0.0% | 0.01% | 10 | +37,786 | 10.93% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 346,180 | 26,815 | 0.0% | 0.01% | 11 | -126,410 | -26.75% | Q2 2026 | Aug 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 305,400 | 23,656 | 0.6% | 0.56% | 12 | +126,200 | 70.42% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 289,524 | 22,426 | 0.03% | 0.03% | 13 | -7,215 | -2.43% | Q2 2026 | Jul 31, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 278,004 | 21,534 | 1.59% | 2.27% | 14 | -49,386 | -15.08% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 260,457 | 20,174 | 0.02% | 0.09% | 15 | -543,819 | -67.62% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | Added to | 251,296 | 19,465 | 0.02% | 0.03% | 16 | +55,028 | 28.04% | Q2 2026 | Aug 03, 2026 |
| Electrum Group LLC | History | No change | 251,009 | 19,443 | 0.57% | 2.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 248,241 | 19,216 | 0.0% | 0.0% | 18 | +203,989 | 460.97% | Q2 2026 | Aug 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 224,748 | 17,408 | 0.06% | 0.07% | 19 | +60,430 | 36.78% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 205,864 | 15,946 | 0.01% | 0.03% | 20 | -146,926 | -41.65% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 205,533 | 15,920 | 0.0% | 0.0% | 21 | +28,075 | 15.82% | Q2 2026 | Aug 14, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 200,160 | 15,504 | 1.02% | 1.36% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 176,160 | 13,645 | 0.02% | 0.03% | 23 | -24,255 | -12.1% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 167,894 | 12,692 | 0.0% | 0.0% | 24 | -31,842 | -15.94% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 161,712 | 12,526 | 0.0% | 0.0% | 25 | +6,305 | 4.06% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 149,026 | 11,543 | 0.01% | 0.01% | 26 | -546 | -0.37% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 145,268 | 11,252 | 0.01% | — | 27 | +145,268 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 144,013 | 11,155 | 0.04% | 0.02% | 28 | +77,360 | 116.06% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 143,467 | 11,112 | 0.05% | 0.0% | 29 | +141,519 | 7264.84% | Q2 2026 | Aug 03, 2026 |
| Asset One Wealth Management LLC | History | Added to | 143,425 | 10,758 | 1.14% | 1.46% | 30 | +3,040 | 2.17% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 137,279 | 10,633 | 0.01% | 0.03% | 31 | -70,968 | -34.08% | Q2 2026 | Aug 12, 2026 |
| BFI Infinity Ltd. | History | Added to | 122,772 | 9,519 | 2.83% | 5.72% | 32 | +1,453 | 1.2% | Q2 2026 | Jul 10, 2026 |
| CITIGROUP INC | History | Reduced | 120,860 | 9,361 | 0.0% | 0.01% | 33 | -70,351 | -36.79% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 111,080 | 8,604 | 0.0% | 0.0% | 34 | -6,074 | -5.18% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 103,114 | 7,987 | 0.0% | 0.0% | 35 | -223,516 | -68.43% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 101,036 | 7,826 | 0.0% | 0.0% | 36 | +37,330 | 58.6% | Q2 2026 | Aug 03, 2026 |
| Elite Wealth Management, Inc. | History | Reduced | 99,656 | 7,719 | 2.29% | 3.11% | 37 | -6,760 | -6.35% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 95,957 | 7,433 | 0.01% | 0.01% | 38 | -429 | -0.45% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 95,813 | 7,421 | 0.0% | 0.01% | 39 | -39,443 | -29.16% | Q2 2026 | Aug 12, 2026 |
| Kurv Investment Management LLC | History | Added to | 44,699 | 7,198 | 4.34% | 1.35% | 40 | +16,753 | 59.95% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 92,390 | 7,156 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 90,973 | 7,046 | 1.66% | 0.28% | 42 | +79,781 | 712.84% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | Reduced | 81,626 | 6,323 | 0.07% | 0.09% | 43 | -1 | -0.0% | Q2 2026 | Aug 12, 2026 |
| SPROTT INC. | History | Added to | 80,834 | 6,261 | 0.2% | 0.11% | 44 | +38,508 | 90.98% | Q2 2026 | Jul 28, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 77,782 | 6,024 | 2.83% | 2.01% | 45 | +1,300 | 1.7% | Q2 2026 | Aug 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 71,796 | 5,561 | 1.06% | 1.09% | 46 | -621 | -0.86% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,760 | 5,313 | 0.0% | 0.0% | 47 | +21,687 | 47.07% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 66,735 | 5,169 | 0.01% | 0.01% | 48 | +29,886 | 81.1% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 63,599 | 4,926 | 1.1% | 0.89% | 49 | +24,375 | 62.14% | Q2 2026 | Aug 03, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 63,557 | 4,923 | 2.12% | 2.43% | 50 | -304 | -0.48% | Q2 2026 | Jul 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 57,793 | 4,476 | 0.0% | 0.0% | 51 | +40,269 | 229.79% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 55,517 | 4,300 | 0.01% | 0.02% | 52 | -10,415 | -15.8% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 54,973 | 4,258 | 0.02% | 0.03% | 53 | +4,860 | 9.7% | Q2 2026 | Jul 24, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 53,550 | 4,149 | 0.35% | 0.26% | 54 | +24,034 | 81.43% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 51,348 | 3,977 | 0.0% | 0.01% | 56 | -65,097 | -55.9% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 51,439 | 3,977 | 0.02% | 0.03% | 55 | +1,950 | 3.94% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 50,972 | 3,948 | 0.07% | 0.11% | 57 | -6 | -0.01% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 49,360 | 3,823 | 0.0% | 0.0% | 58 | +30,556 | 162.5% | Q2 2026 | Aug 14, 2026 |
| Bitwise Funds Trust | History | New | 48,903 | 3,788 | 0.84% | — | 59 | +48,903 | New | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 46,719 | 3,618 | 0.0% | 0.0% | 60 | +10,814 | 30.12% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,513 | 3,525 | 0.0% | 0.01% | 61 | -86 | -0.19% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,982 | 3,484 | 0.0% | 0.0% | 62 | -1,429 | -3.08% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 43,192 | 3,345 | 0.0% | 0.01% | 63 | -189,263 | -81.42% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 41,765 | 3,235 | 0.59% | 0.42% | 64 | +20,301 | 94.58% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,425 | 3,131 | 0.04% | 0.06% | 65 | +815 | 2.06% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,261 | 3,041 | 0.01% | 0.01% | 66 | -4,294 | -9.86% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 39,210 | 3,037 | 0.01% | 0.01% | 67 | +9,974 | 34.12% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 43,240 | 3,019 | 2.26% | 2.34% | 68 | +4,570 | 11.82% | Q2 2026 | Jul 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 38,620 | 2,991 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 38,343 | 2,973 | 0.01% | 0.0% | 70 | +34,825 | 989.91% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 37,842 | 2,931 | 0.01% | 0.01% | 71 | -884 | -2.28% | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 37,596 | 2,912 | 0.01% | 0.01% | 72 | +15,306 | 68.67% | Q2 2026 | Aug 03, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 37,100 | 2,873 | 0.01% | 0.03% | 73 | -28,387 | -43.35% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 36,967 | 2,863 | 0.74% | 0.72% | 74 | +13,072 | 54.71% | Q2 2026 | Jul 09, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 34,690 | 2,687 | 0.57% | 0.94% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,267 | 2,499 | 0.01% | 0.02% | 76 | -11,737 | -26.67% | Q2 2026 | Jul 27, 2026 |
| Norris Financial Group, LLC | History | Added to | 32,034 | 2,481 | 0.99% | 0.85% | 77 | +3,030 | 10.45% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,521 | 2,441 | 0.05% | 0.06% | 78 | +5,191 | 19.72% | Q2 2026 | Aug 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 31,000 | 2,401 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 30,088 | 2,330 | 0.37% | 0.49% | 80 | -985 | -3.17% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 29,450 | 2,281 | 0.04% | — | 81 | +29,450 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,830 | 2,155 | 0.01% | 0.01% | 82 | +4,011 | 16.84% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | New | 27,272 | 2,112 | 0.01% | — | 83 | +27,272 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 26,721 | 2,069 | 0.0% | 0.0% | 84 | +23,892 | 844.54% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 25,524 | 1,977 | 0.31% | 0.3% | 85 | +7,381 | 40.68% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 25,000 | 1,936 | 0.0% | — | 87 | +25,000 | New | Q2 2026 | Aug 13, 2026 |
| WYNNEFIELD CAPITAL INC | History | No change | 25,000 | 1,936 | 1.33% | 1.53% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,219 | 1,875 | 0.0% | 0.0% | 88 | +11,988 | 98.01% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 23,807 | 1,844 | 0.0% | 0.0% | 89 | -7,003 | -22.73% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,544 | 1,823 | 0.04% | 0.05% | 90 | +430 | 1.86% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 22,639 | 1,753 | 0.03% | 0.08% | 91 | -24,346 | -51.82% | Q2 2026 | Jul 13, 2026 |
| First International Bank of Israel Ltd. | History | No change | 22,600 | 1,750 | 0.48% | 0.6% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballew Advisors, Inc | History | Added to | 21,588 | 1,731 | 0.89% | 1.08% | 93 | +1,621 | 8.12% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 22,330 | 1,729 | 0.0% | — | 94 | +22,330 | New | Q2 2026 | Aug 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 22,003 | 1,704 | 0.02% | 0.01% | 95 | +13,686 | 164.55% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 21,667 | 1,678 | 0.0% | 0.0% | 96 | -84 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 20,538 | 1,590 | 0.14% | 0.19% | 97 | -43 | -0.21% | Q2 2026 | Jul 30, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 20,487 | 1,586 | 0.06% | 0.1% | 98 | -495 | -2.36% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 20,404 | 1,580 | 0.03% | 0.04% | 99 | -500 | -2.39% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 19,000 | 1,471 | 0.07% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 18,591 | 1,440 | 0.09% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 18,161 | 1,406 | 0.13% | 0.06% | 102 | +14,486 | 394.18% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 17,611 | 1,364 | 0.1% | 0.12% | 103 | +250 | 1.44% | Q2 2026 | Jul 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 17,458 | 1,352 | 0.49% | 0.62% | 104 | +767 | 4.6% | Q2 2026 | Jul 08, 2026 |
| RIA Advisory Group LLC | History | Added to | 17,014 | 1,317 | 0.29% | 0.36% | 105 | +38 | 0.22% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,731 | 1,296 | 0.0% | 0.0% | 106 | -865 | -4.92% | Q2 2026 | Aug 07, 2026 |
| SIG BROKERAGE, LP | History | Added to | 16,000 | 1,239 | 0.02% | 0.01% | 107 | +10,000 | 166.67% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 15,887 | 1,230 | 0.03% | 0.05% | 108 | -13 | -0.08% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 15,817 | 1,225 | 0.0% | 0.0% | 109 | -16 | -0.1% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 15,805 | 1,224 | 0.0% | 0.0% | 110 | +40 | 0.25% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,790 | 1,223 | 0.05% | 0.06% | 111 | +1,512 | 10.59% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,693 | 1,215 | 0.01% | 0.01% | 112 | +861 | 5.81% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,632 | 1,210 | 0.0% | 0.0% | 113 | -3,268 | -17.29% | Q2 2026 | Aug 07, 2026 |
| ION Fund Management Ltd | History | No change | 15,400 | 1,192 | 0.08% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 14,078 | 1,090 | 0.02% | 0.02% | 115 | +214 | 1.54% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,048 | 1,088 | 0.01% | 0.02% | 116 | -1,160 | -7.63% | Q2 2026 | Jul 28, 2026 |
| Global X Japan Co., Ltd. | History | New | 13,720 | 1,062 | 0.04% | — | 117 | +13,720 | New | Q2 2026 | Jul 14, 2026 |
| Marex Group Ltd | History | Reduced | 13,697 | 1,060 | 0.0% | 0.03% | 118 | -39,432 | -74.22% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 13,660 | 1,058 | 0.07% | 0.09% | 119 | -100 | -0.73% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,566 | 1,050 | 0.02% | 0.03% | 120 | +2,847 | 26.56% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | Reduced | 13,422 | 1,039 | 0.04% | 0.06% | 121 | -682 | -4.84% | Q2 2026 | Jul 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,365 | 1,035 | 0.07% | 0.09% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,141 | 1,017 | 0.01% | 0.02% | 123 | -1,215 | -8.46% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 13,115 | 1,015 | 0.12% | 0.17% | 124 | -80 | -0.61% | Q2 2026 | Jul 20, 2026 |
| Portfolio Strategies, Inc. | History | No change | 12,920 | 1,000 | 0.1% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. Safra Sarasin Holding AG | History | New | 12,506 | 969 | 0.01% | — | 126 | +12,506 | New | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,179 | 943 | 0.01% | — | 127 | +12,179 | New | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 12,007 | 930 | 0.03% | — | 128 | +12,007 | New | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,905 | 922 | 0.0% | 0.0% | 129 | +2,962 | 33.12% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,609 | 899 | 0.1% | 0.13% | 130 | -30 | -0.26% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,455 | 887 | 0.03% | 0.03% | 131 | +1,717 | 17.63% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,124 | 861 | 0.02% | 0.02% | 132 | +628 | 5.98% | Q2 2026 | Jul 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 11,000 | 852 | 0.17% | 0.24% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,694 | 828 | 0.06% | 0.04% | 134 | +5,109 | 91.48% | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | Reduced | 10,401 | 805 | 0.52% | 0.79% | 135 | -2,448 | -19.05% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,270 | 795 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 9,707 | 751 | 0.12% | 0.14% | 137 | -44 | -0.45% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 9,001 | 697 | 0.0% | 0.0% | 138 | -17,711 | -66.3% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,849 | 685 | 0.01% | 0.01% | 139 | +90 | 1.03% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,544 | 660 | 0.0% | 0.0% | 140 | +4,154 | 94.62% | Q2 2026 | Jul 27, 2026 |
| National Philanthropic Trust | History | No change | 8,195 | 634 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,117 | 628 | 0.0% | 0.0% | 142 | +2,726 | 50.57% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,118 | 628 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 7,976 | 626 | 0.41% | 0.55% | 144 | -686 | -7.92% | Q2 2026 | Jul 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,995 | 619 | 0.0% | 0.01% | 145 | -498 | -5.86% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,868 | 609 | 0.01% | 0.02% | 146 | -2,078 | -20.89% | Q2 2026 | Jul 22, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 7,792 | 603 | 0.08% | 0.04% | 147 | +5,049 | 184.07% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,791 | 603 | 0.01% | 0.01% | 148 | +1,196 | 18.13% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,693 | 595 | 0.02% | 0.04% | 149 | +1,145 | 17.49% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | Added to | 7,571 | 586 | 0.03% | 0.04% | 150 | +46 | 0.61% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,547 | 584 | 0.0% | 0.0% | 151 | +1,200 | 18.91% | Q2 2026 | Jul 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,527 | 583 | 0.01% | 0.02% | 152 | -267 | -3.43% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | New | 6,410 | 567 | 0.01% | — | 153 | +6,410 | New | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,203 | 557 | 0.0% | — | 155 | +7,203 | New | Q2 2026 | Jul 27, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 7,200 | 557 | 0.15% | 0.22% | 154 | +200 | 2.86% | Q2 2026 | Aug 12, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 6,888 | 533 | 0.09% | 0.11% | 156 | +250 | 3.77% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,843 | 530 | 0.01% | 0.01% | 157 | +346 | 5.33% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,815 | 527 | 0.02% | 0.03% | 158 | -202 | -2.88% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 6,785 | 525 | 0.01% | 0.01% | 159 | +1,530 | 29.12% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,570 | 508 | 0.0% | 0.0% | 160 | +4,500 | 217.39% | Q2 2026 | Aug 07, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,358 | 492 | 0.14% | 0.18% | 161 | -70 | -1.09% | Q2 2026 | Aug 04, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 6,025 | 466 | 0.01% | 0.01% | 162 | +1,275 | 26.84% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | Added to | 6,006 | 465 | 0.05% | 0.05% | 163 | +441 | 7.92% | Q2 2026 | Jul 22, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 6,000 | 465 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,000 | 464 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxbow Advisors, LLC | History | No change | 5,955 | 461 | 0.04% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,856 | 453 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 5,500 | 426 | 0.02% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,400 | 418 | 0.0% | 0.0% | 169 | +600 | 12.5% | Q2 2026 | Jul 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,375 | 416 | 0.05% | 0.07% | 170 | -50 | -0.92% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,334 | 413 | 0.01% | 0.01% | 171 | +112 | 2.14% | Q2 2026 | Jul 31, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,233 | 405 | 0.01% | 0.01% | 172 | +1,092 | 26.37% | Q2 2026 | Aug 03, 2026 |
| DV Trading LLC | History | Reduced | 5,088 | 394 | 0.01% | 0.01% | 173 | -69 | -1.34% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 4,955 | 383 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS | History | New | 4,890 | 378 | 0.0% | — | 176 | +4,890 | New | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,889 | 378 | 0.0% | 0.01% | 175 | +665 | 15.74% | Q2 2026 | Aug 18, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 4,869 | 377 | 0.21% | 0.28% | 177 | -45 | -0.92% | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | New | 4,752 | 368 | 0.05% | — | 179 | +4,752 | New | Q2 2026 | Jul 30, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 4,756 | 368 | 0.04% | 0.06% | 178 | -1 | -0.02% | Q2 2026 | Jul 15, 2026 |
| GK Wealth Management LLC | History | New | 4,609 | 357 | 0.19% | — | 180 | +4,609 | New | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,573 | 354 | 0.0% | 0.01% | 181 | -6,843 | -59.94% | Q2 2026 | Aug 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,500 | 348 | 0.02% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | New | 4,464 | 345 | 0.0% | — | 183 | +4,464 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,450 | 344 | 0.0% | 0.0% | 185 | -1,314 | -22.8% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,449 | 344 | 0.0% | 0.0% | 184 | -523 | -10.52% | Q2 2026 | Aug 05, 2026 |
| BankChampaign, National Association | History | Reduced | 4,409 | 341 | 0.26% | 0.4% | 186 | -91 | -2.02% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,379 | 339 | 0.0% | 0.0% | 187 | +118 | 2.77% | Q2 2026 | Jul 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 4,361 | 337 | 0.0% | — | 188 | +4,361 | New | Q2 2026 | Aug 14, 2026 |
| Robinson Value Management, Ltd. | History | No change | 4,347 | 336 | 0.18% | 0.22% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,334 | 335 | 0.0% | 0.0% | 190 | +254 | 6.23% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,304 | 333 | 0.02% | 0.03% | 191 | -4,020 | -48.29% | Q2 2026 | Aug 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,173 | 323 | 0.02% | 0.02% | 192 | -166 | -3.83% | Q2 2026 | Jul 31, 2026 |
| Fielder Capital Group LLC | History | No change | 4,082 | 316 | 0.07% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,068 | 315 | 0.03% | — | 194 | +4,068 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,012 | 310 | 0.01% | 0.02% | 196 | +456 | 12.82% | Q2 2026 | Jul 23, 2026 |
| Guild Investment Management, Inc. | History | No change | 4,000 | 310 | 0.21% | 0.26% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,880 | 300 | 0.01% | 0.02% | 197 | +235 | 6.45% | Q2 2026 | Jul 22, 2026 |
| Spectrum Advisors, Inc. | History | No change | 3,305 | 297 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q1 2026 | Sep 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,820 | 295 | 0.04% | 0.07% | 199 | -1,290 | -25.24% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | Added to | 3,712 | 289 | 0.01% | 0.02% | 200 | +510 | 15.93% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 3,150 | 283 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,661 | 283 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maridea Wealth Management LLC | History | New | 3,647 | 282 | 0.03% | — | 203 | +3,647 | New | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Added to | 3,587 | 277 | 0.0% | 0.0% | 204 | +134 | 3.88% | Q2 2026 | Jul 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 3,565 | 276 | 0.01% | 0.02% | 205 | +225 | 6.74% | Q2 2026 | Jul 21, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 3,500 | 271 | 0.15% | 0.18% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 3,398 | 263 | 0.13% | 0.17% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 3,537 | 260 | 0.03% | 0.04% | 208 | +5 | 0.14% | Q2 2026 | Aug 03, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 3,288 | 254 | 0.04% | 0.08% | 209 | -1,130 | -25.58% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 3,238 | 250 | 0.02% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rather & Kittrell, Inc. | History | No change | 3,116 | 241 | 0.03% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,086 | 239 | 0.0% | 0.0% | 212 | -1,549 | -33.42% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,067 | 237 | 0.0% | 0.0% | 213 | -9,433 | -75.46% | Q2 2026 | Aug 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,062 | 237 | 0.02% | 0.03% | 214 | -40 | -1.29% | Q2 2026 | Jul 07, 2026 |
| XML Financial, LLC | History | Added to | 3,050 | 236 | 0.02% | 0.02% | 215 | +150 | 5.17% | Q2 2026 | Jul 24, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 3,032 | 234 | 0.13% | 0.18% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SFM, LLC | History | No change | 3,027 | 234 | 0.12% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plan Group Financial, LLC | History | Reduced | 3,000 | 232 | 0.05% | 0.06% | 218 | -81 | -2.63% | Q2 2026 | Aug 03, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 2,995 | 231 | 0.2% | 0.25% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | Added to | 2,958 | 229 | 0.01% | 0.01% | 220 | +235 | 8.63% | Q2 2026 | Aug 07, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 2,500 | 225 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIH Partners, LLLP | History | Reduced | 2,881 | 223 | 0.0% | 0.05% | 222 | -38,881 | -93.1% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,862 | 221 | 0.01% | 0.01% | 223 | +195 | 7.31% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,847 | 220 | 0.0% | 0.0% | 224 | +300 | 11.78% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | New | 2,825 | 218 | 0.01% | — | 226 | +2,825 | New | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,815 | 218 | 0.0% | 0.0% | 225 | +165 | 6.23% | Q2 2026 | Aug 11, 2026 |
| Global Wealth Management, LLC | History | No change | 2,777 | 215 | 0.11% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 2,637 | 204 | 0.01% | 0.01% | 228 | +200 | 8.21% | Q2 2026 | Jul 14, 2026 |
| Rakuten Securities, Inc. | History | New | 2,277 | 176 | 0.04% | — | 229 | +2,277 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 2,266 | 175 | 0.0% | — | 230 | +2,266 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,209 | 171 | 0.0% | 0.0% | 231 | +351 | 18.89% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 1,800 | 139 | 0.08% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Covestor Ltd | History | Reduced | 1,744 | 135 | 0.08% | 0.12% | 233 | -243 | -12.23% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,455 | 131 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 1,677 | 129 | 0.07% | 0.11% | 235 | -398 | -19.18% | Q2 2026 | Aug 17, 2026 |
| Continuum Advisory, LLC | History | New | 1,660 | 128 | 0.01% | — | 236 | +1,660 | New | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,655 | 127 | 0.01% | 0.01% | 237 | +15 | 0.91% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,500 | 116 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,450 | 112 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,430 | 110 | 0.01% | 0.01% | 240 | -3 | -0.21% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | Reduced | 1,360 | 105 | 0.02% | 0.04% | 241 | -188 | -12.14% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,000 | 77 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 974 | 75 | 0.0% | 0.0% | 243 | -97 | -9.06% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 916 | 70 | 0.01% | 0.01% | 244 | -1 | -0.11% | Q2 2026 | Jul 28, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 907 | 70 | 0.04% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 905 | 70 | 0.02% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 850 | 65 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 801 | 62 | 0.01% | 0.01% | 248 | +1 | 0.13% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 752 | 58 | 0.0% | 0.0% | 249 | +602 | 401.33% | Q2 2026 | Aug 10, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 720 | 55 | 0.0% | 0.0% | 250 | -1,700 | -70.25% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 700 | 54 | 0.0% | 0.01% | 251 | -1,775 | -71.72% | Q2 2026 | Jul 14, 2026 |
| Spire Wealth Management | History | Reduced | 672 | 52 | 0.0% | 0.0% | 252 | -192 | -22.22% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 621 | 48 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 614 | 47 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 608 | 47 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 600 | 46 | 0.01% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 582 | 45 | 0.0% | 0.0% | 257 | +196 | 50.78% | Q2 2026 | Jul 24, 2026 |
| City State Bank | History | No change | 570 | 44 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EFG International AG | History | Added to | 520 | 40 | 0.0% | 0.0% | 259 | +220 | 73.33% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 494 | 38 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 500 | 38 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 490 | 37 | 0.01% | — | 262 | +490 | New | Q2 2026 | Jul 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 471 | 36 | 0.01% | 0.01% | 263 | +81 | 20.77% | Q2 2026 | Aug 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 444 | 34 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 388 | 34 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 405 | 31 | 0.0% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evelyn Partners Group Ltd | History | New | 388 | 30 | 0.0% | — | 268 | +388 | New | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | No change | 394 | 30 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 376 | 29 | 0.0% | 0.0% | 269 | +50 | 15.34% | Q2 2026 | Aug 05, 2026 |
| Concord Wealth Partners | History | New | 362 | 28 | 0.0% | — | 270 | +362 | New | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 326 | 25 | 0.0% | — | 272 | +316 | 3160.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 324 | 25 | 0.0% | 0.0% | 271 | +98 | 43.36% | Q2 2026 | Aug 13, 2026 |
| Founders Capital Management | History | No change | 300 | 23 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 292 | 22 | 0.01% | 0.0% | 274 | +192 | 192.0% | Q2 2026 | Jul 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 261 | 20 | 0.0% | 0.0% | 275 | -88 | -25.21% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 269 | 20 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 253 | 19 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 234 | 18 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 230 | 17 | 0.0% | — | 284 | +230 | New | Q2 2026 | Jul 16, 2026 |
| N.E.W. Advisory Services LLC | History | New | 225 | 17 | 0.0% | — | 285 | +225 | New | Q2 2026 | Aug 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 220 | 17 | 0.0% | 0.0% | 279 | +120 | 120.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 222 | 17 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 232 | 17 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 227 | 17 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 230 | 17 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 200 | 15 | 0.0% | 0.0% | 286 | -132 | -39.76% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 197 | 15 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Center for Financial Services | History | No change | 187 | 14 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | New | 175 | 13 | 0.0% | — | 293 | +175 | New | Q2 2026 | Jul 31, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 171 | 13 | 0.0% | — | 294 | +171 | New | Q2 2026 | Aug 13, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 175 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 168 | 13 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Maytree Asset Management Ltd | History | No change | 168 | 13 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Luminist Capital LLC | History | New | 150 | 11 | 0.01% | — | 298 | +150 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 153 | 11 | 0.0% | 0.0% | 296 | +118 | 337.14% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 149 | 11 | 0.0% | 0.0% | 295 | -3 | -1.97% | Q2 2026 | Jul 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 150 | 11 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | New | 125 | 9 | 0.0% | — | 301 | +125 | New | Q2 2026 | Jul 02, 2026 |