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 | No change | 2,606,030 | 201,863 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,334,476 | 180,828 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,637,977 | 126,877 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 1,435,370 | 111,183 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 948,174 | 73,445 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 848,700 | 65,740 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 716,679 | 55,513 | 0.48% | 0.48% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 419,000 | 36,038 | 0.23% | 0.33% | 8 | -209,000 | -33.28% | Q3 2026 | Oct 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 402,290 | 31,161 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 383,564 | 29,710 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 346,180 | 26,815 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 305,400 | 23,656 | 0.6% | 0.6% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | No change | 289,524 | 22,426 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 278,004 | 21,534 | 1.59% | 1.59% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 260,457 | 20,174 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 251,296 | 19,465 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Electrum Group LLC | History | No change | 251,009 | 19,443 | 0.57% | 0.57% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 248,241 | 19,216 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CI INVESTMENTS INC. | History | No change | 224,748 | 17,408 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 205,864 | 15,946 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 205,533 | 15,920 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 200,160 | 15,504 | 1.02% | 1.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GROUP ONE TRADING LLC | History | No change | 176,160 | 13,645 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset One Wealth Management LLC | History | Added to | 149,163 | 12,829 | 1.1% | 1.14% | 24 | +5,738 | 4.0% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 167,894 | 12,692 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 161,712 | 12,526 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 149,026 | 11,543 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 145,268 | 11,252 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 143,467 | 11,112 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 137,279 | 10,633 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 103,458 | 8,898 | 0.03% | 0.04% | 31 | -40,555 | -28.16% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111,080 | 8,604 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 103,114 | 7,987 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 101,036 | 7,826 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 95,957 | 7,433 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 95,813 | 7,421 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 84,420 | 7,260 | 1.67% | 1.66% | 37 | -6,553 | -7.2% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 92,390 | 7,156 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 74,177 | 6,380 | 1.1% | 1.06% | 39 | +2,381 | 3.32% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 81,626 | 6,323 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPROTT INC. | History | No change | 80,834 | 6,261 | 0.2% | 0.2% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 69,716 | 5,996 | 0.0% | 0.0% | 42 | -51,144 | -42.32% | Q3 2026 | Nov 04, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 65,740 | 5,654 | 2.37% | 2.12% | 43 | +2,183 | 3.43% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 67,760 | 5,313 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 66,735 | 5,169 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 63,599 | 4,926 | 1.1% | 1.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 56,692 | 4,876 | 0.03% | 0.02% | 47 | +1,719 | 3.13% | Q3 2026 | Oct 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 55,517 | 4,300 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 47,890 | 4,119 | 0.09% | 0.03% | 49 | +25,251 | 111.54% | Q3 2026 | Oct 16, 2026 |
| Vontobel Holding Ltd. | History | Added to | 46,665 | 4,013 | 0.01% | 0.01% | 50 | +9,069 | 24.12% | Q3 2026 | Oct 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 51,439 | 3,977 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 51,348 | 3,977 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 50,972 | 3,948 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 49,360 | 3,823 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bitwise Funds Trust | History | No change | 48,903 | 3,788 | 0.84% | 0.84% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 46,719 | 3,618 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 41,059 | 3,531 | 0.9% | 0.74% | 57 | +4,092 | 11.07% | Q3 2026 | Oct 06, 2026 |
| HighTower Advisors, LLC | History | No change | 44,982 | 3,484 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kurv Investment Management LLC | History | Reduced | 40,506 | 3,483 | 1.74% | 4.34% | 59 | -4,193 | -9.38% | Q3 2026 | Oct 28, 2026 |
| U S GLOBAL INVESTORS INC | History | New | 40,000 | 3,440 | 0.34% | — | 60 | +40,000 | New | Q3 2026 | Oct 22, 2026 |
| IronBridge Private Wealth, LLC | History | New | 39,037 | 3,357 | 0.99% | — | 61 | +39,037 | New | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 43,192 | 3,345 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 41,765 | 3,235 | 0.59% | 0.59% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 40,425 | 3,131 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 36,111 | 3,105 | 0.0% | 0.0% | 65 | -21,682 | -37.52% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 39,210 | 3,037 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 43,240 | 3,019 | 2.26% | 2.26% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 38,620 | 2,991 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 38,343 | 2,973 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 37,842 | 2,931 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,852 | 2,912 | 0.01% | 0.01% | 71 | -5,409 | -13.78% | Q3 2026 | Nov 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 37,100 | 2,873 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,569 | 2,715 | 0.0% | 0.0% | 73 | -13,944 | -30.64% | Q3 2026 | Nov 02, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 31,000 | 2,666 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 32,267 | 2,499 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 28,876 | 2,483 | 0.37% | 0.37% | 76 | -1,212 | -4.03% | Q3 2026 | Oct 22, 2026 |
| Norris Financial Group, LLC | History | No change | 32,034 | 2,481 | 0.99% | 0.99% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 31,521 | 2,441 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFI Infinity Ltd. | History | Reduced | 27,301 | 2,347 | 1.11% | 2.83% | 79 | -95,471 | -77.76% | Q3 2026 | Oct 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 29,450 | 2,281 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,830 | 2,155 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 24,867 | 2,138 | 0.9% | — | 82 | +24,867 | New | Q3 2026 | Oct 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 24,840 | 2,136 | 0.44% | 0.57% | 83 | -9,850 | -28.39% | Q3 2026 | Oct 15, 2026 |
| Empowered Funds, LLC | History | No change | 27,272 | 2,112 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 24,073 | 2,070 | 0.08% | 0.04% | 85 | +10,353 | 75.46% | Q3 2026 | Oct 21, 2026 |
| HRT FINANCIAL LP | History | No change | 26,721 | 2,069 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 25,524 | 1,977 | 0.31% | 0.31% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,000 | 1,936 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WYNNEFIELD CAPITAL INC | History | No change | 25,000 | 1,936 | 1.33% | 1.33% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballew Advisors, Inc | History | Added to | 21,921 | 1,896 | 0.94% | 0.89% | 90 | +333 | 1.54% | Q3 2026 | Oct 05, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 21,890 | 1,882 | 0.16% | 0.35% | 91 | -31,660 | -59.12% | Q3 2026 | Oct 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,219 | 1,875 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 23,807 | 1,844 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 23,544 | 1,823 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,593 | 1,771 | 0.03% | 0.02% | 95 | +9,469 | 85.12% | Q3 2026 | Oct 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 20,588 | 1,770 | 0.16% | 0.14% | 96 | +50 | 0.24% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,330 | 1,729 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,003 | 1,704 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 21,667 | 1,678 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 19,001 | 1,634 | 0.07% | 0.07% | 100 | +1 | 0.01% | Q3 2026 | Oct 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 20,487 | 1,586 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 20,404 | 1,580 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 17,075 | 1,468 | 0.42% | 0.29% | 103 | +61 | 0.36% | Q3 2026 | Oct 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 18,591 | 1,440 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | New | 16,583 | 1,426 | 0.22% | — | 105 | +16,583 | New | Q3 2026 | Oct 09, 2026 |
| Trivium Point Advisory, LLC | History | No change | 18,161 | 1,406 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 16,067 | 1,381 | 0.0% | 0.0% | 107 | +250 | 1.58% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 16,731 | 1,296 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIG BROKERAGE, LP | History | No change | 16,000 | 1,239 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 15,887 | 1,230 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 15,805 | 1,224 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,693 | 1,215 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,632 | 1,210 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Convergence Financial, LLC | History | New | 13,973 | 1,201 | 0.17% | — | 114 | +13,973 | New | Q3 2026 | Oct 27, 2026 |
| ION Fund Management Ltd | History | No change | 15,400 | 1,192 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,365 | 1,149 | 0.08% | 0.07% | 116 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,341 | 1,147 | 0.02% | 0.02% | 117 | -737 | -5.24% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 13,122 | 1,128 | 0.13% | 0.12% | 118 | +7 | 0.05% | Q3 2026 | Oct 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 12,750 | 1,106 | 0.01% | — | 119 | +12,750 | New | Q3 2026 | Nov 02, 2026 |
| Marex Group Ltd | History | No change | 13,697 | 1,060 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,660 | 1,058 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 12,221 | 1,051 | 0.01% | 0.01% | 122 | -285 | -2.28% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,566 | 1,050 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 13,422 | 1,039 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,141 | 1,017 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portfolio Strategies, Inc. | History | No change | 12,920 | 1,000 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 11,184 | 961 | 0.07% | 0.1% | 127 | -6,427 | -36.49% | Q3 2026 | Oct 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 11,000 | 946 | 0.16% | 0.17% | 128 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 10,963 | 942 | 0.03% | 0.03% | 129 | -1,044 | -8.69% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,847 | 932 | 0.01% | 0.0% | 130 | +3,644 | 50.59% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,905 | 922 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,615 | 912 | 0.04% | 0.05% | 132 | -5,175 | -32.77% | Q3 2026 | Nov 04, 2026 |
| Brookwood Investment Group LLC | History | No change | 11,609 | 899 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,750 | 838 | 0.02% | 0.01% | 134 | +1,882 | 23.92% | Q3 2026 | Oct 21, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 10,694 | 828 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 9,640 | 825 | 0.56% | 0.41% | 136 | +1,664 | 20.86% | Q3 2026 | Oct 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,512 | 818 | 0.03% | 0.03% | 137 | -1,943 | -16.96% | Q3 2026 | Oct 27, 2026 |
| Anson Capital, Inc. | History | Reduced | 9,410 | 809 | 0.53% | 0.52% | 138 | -991 | -9.53% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,270 | 795 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 9,156 | 787 | 0.01% | 0.01% | 140 | +2,371 | 34.94% | Q3 2026 | Oct 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 9,707 | 751 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,689 | 744 | 0.0% | 0.0% | 142 | +145 | 1.7% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 9,001 | 697 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,849 | 685 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Philanthropic Trust | History | No change | 8,195 | 634 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,117 | 628 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,118 | 628 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,297 | 627 | 0.0% | 0.0% | 148 | -250 | -3.31% | Q3 2026 | Oct 14, 2026 |
| Merit Financial Group, LLC | History | No change | 7,995 | 619 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEXFORD CAPITAL LP | History | No change | 7,792 | 603 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | New | 7,000 | 602 | 0.79% | — | 151 | +7,000 | New | Q3 2026 | Nov 03, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 7,000 | 602 | 0.79% | — | 152 | +7,000 | New | Q3 2026 | Nov 03, 2026 |
| Wellington Shields & Co., LLC | History | New | 7,000 | 602 | 0.79% | — | 153 | +7,000 | New | Q3 2026 | Nov 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,693 | 595 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 6,903 | 593 | 0.1% | 0.09% | 155 | +15 | 0.22% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 7,527 | 583 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Veracity Capital LLC | History | New | 6,775 | 582 | 0.16% | — | 157 | +6,775 | New | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | No change | 6,410 | 567 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 7,200 | 557 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,843 | 530 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,158 | 529 | 0.15% | 0.14% | 161 | -200 | -3.15% | Q3 2026 | Oct 19, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,815 | 527 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Columbus Macro, LLC | History | Added to | 6,119 | 526 | 0.05% | 0.05% | 163 | +113 | 1.88% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,570 | 508 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,859 | 503 | 0.01% | 0.01% | 165 | +3 | 0.05% | Q3 2026 | Oct 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,837 | 502 | 0.01% | 0.01% | 166 | +503 | 9.43% | Q3 2026 | Nov 03, 2026 |
| Trek Financial, LLC | History | Reduced | 5,714 | 491 | 0.02% | 0.03% | 167 | -1,857 | -24.53% | Q3 2026 | Oct 29, 2026 |
| StoneX Group Inc. | History | Added to | 5,667 | 479 | 0.02% | 0.01% | 168 | +1,955 | 52.67% | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,500 | 473 | 0.0% | 0.0% | 169 | +100 | 1.85% | Q3 2026 | Oct 28, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 6,025 | 466 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 6,000 | 465 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,000 | 464 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,374 | 462 | 0.0% | 0.01% | 173 | -8,674 | -61.75% | Q3 2026 | Oct 30, 2026 |
| Oxbow Advisors, LLC | History | No change | 5,955 | 461 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,240 | 450 | 0.01% | 0.01% | 175 | +7 | 0.13% | Q3 2026 | Oct 22, 2026 |
| Vanguard National Trust Co | History | No change | 5,500 | 426 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,375 | 416 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 4,809 | 413 | 0.23% | 0.21% | 178 | -60 | -1.23% | Q3 2026 | Oct 15, 2026 |
| LexAurum Advisors, LLC | History | Added to | 4,763 | 409 | 0.05% | 0.04% | 179 | +7 | 0.15% | Q3 2026 | Oct 19, 2026 |
| DV Trading LLC | History | No change | 5,088 | 394 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,527 | 389 | 0.0% | 0.0% | 181 | +148 | 3.38% | Q3 2026 | Oct 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,500 | 387 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rathbones Group PLC | History | No change | 4,955 | 383 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS | History | No change | 4,890 | 378 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,889 | 378 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Robinson Value Management, Ltd. | History | No change | 4,347 | 373 | 0.2% | 0.18% | 186 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 4,223 | 363 | 0.2% | — | 188 | +4,223 | New | Q3 2026 | Oct 27, 2026 |
| BankChampaign, National Association | History | Reduced | 4,229 | 363 | 0.3% | 0.26% | 187 | -180 | -4.08% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,478 | 356 | 0.02% | 0.01% | 189 | +466 | 11.62% | Q3 2026 | Oct 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,573 | 354 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 4,102 | 352 | 0.58% | 0.49% | 191 | -13,356 | -76.5% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,092 | 351 | 0.01% | 0.01% | 192 | +212 | 5.46% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,081 | 350 | 0.01% | 0.01% | 193 | -3,710 | -47.62% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 4,464 | 345 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,449 | 344 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,450 | 344 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 3,950 | 339 | 0.22% | 0.21% | 197 | -50 | -1.25% | Q3 2026 | Nov 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,361 | 337 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 4,334 | 335 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,304 | 333 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | New | 3,767 | 324 | 0.08% | — | 201 | +3,767 | New | Q3 2026 | Oct 29, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,722 | 320 | 0.04% | 0.04% | 202 | -98 | -2.57% | Q3 2026 | Oct 19, 2026 |
| Fielder Capital Group LLC | History | No change | 4,082 | 316 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,068 | 315 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,661 | 314 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | New | 3,595 | 309 | 0.0% | — | 206 | +3,595 | New | Q3 2026 | Nov 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,565 | 306 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,609 | 305 | 0.0% | — | 208 | +3,609 | New | Q3 2026 | Oct 13, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 3,537 | 304 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Berman McAleer LLC | History | New | 3,505 | 301 | 0.03% | — | 210 | +3,505 | New | Q3 2026 | Oct 16, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,476 | 298 | 0.01% | — | 211 | +3,476 | New | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,458 | 297 | 0.0% | 0.0% | 212 | -129 | -3.6% | Q3 2026 | Oct 15, 2026 |
| Castleview Partners, LLC | History | New | 3,420 | 294 | 0.13% | — | 213 | +3,420 | New | Q3 2026 | Oct 09, 2026 |
| Spectrum Advisors, Inc. | History | No change | 3,305 | 284 | 0.2% | 0.18% | 214 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Maridea Wealth Management LLC | History | No change | 3,647 | 282 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 3,238 | 278 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 3,500 | 271 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lauer Wealth, LLC | History | New | 3,200 | 270 | 0.17% | — | 218 | +3,200 | New | Q3 2026 | Oct 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 3,062 | 263 | 0.03% | 0.02% | 219 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 3,398 | 263 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XML Financial, LLC | History | No change | 3,050 | 262 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 3,036 | 261 | 0.15% | 0.13% | 222 | +4 | 0.13% | Q3 2026 | Oct 08, 2026 |
| SFM, LLC d/b/a Sweeney Financial Advisors | History | Added to | 3,029 | 260 | 0.13% | 0.12% | 223 | +2 | 0.07% | Q3 2026 | Oct 14, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 2,995 | 257 | 0.19% | 0.2% | 224 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,288 | 254 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 3,000 | 244 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rather & Kittrell, Inc. | History | No change | 3,116 | 241 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Wealth Management, LLC | History | Added to | 2,781 | 239 | 0.13% | 0.11% | 229 | +4 | 0.14% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,086 | 239 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 2,761 | 237 | 0.13% | 0.19% | 231 | -1,848 | -40.1% | Q3 2026 | Oct 09, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,067 | 237 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 2,719 | 233 | 0.03% | — | 232 | +2,719 | New | Q3 2026 | Oct 13, 2026 |
| SIH Partners, LLLP | History | No change | 2,881 | 223 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,862 | 221 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 2,847 | 220 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,815 | 218 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,825 | 218 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,532 | 217 | 0.01% | 0.02% | 238 | -1,641 | -39.32% | Q3 2026 | Oct 28, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 2,500 | 215 | 0.02% | — | 239 | +2,500 | New | Q3 2026 | Oct 07, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 2,394 | 205 | 0.01% | — | 240 | +2,394 | New | Q3 2026 | Oct 22, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,337 | 201 | 0.01% | 0.01% | 241 | -300 | -11.38% | Q3 2026 | Oct 19, 2026 |
| Krilogy Financial LLC | History | New | 2,327 | 200 | 0.01% | — | 242 | +2,327 | New | Q3 2026 | Oct 13, 2026 |
| RMG Wealth Management LLC | History | New | 2,410 | 183 | 0.02% | — | 243 | +2,410 | New | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,266 | 175 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,209 | 171 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 1,800 | 139 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,500 | 130 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Caitlin John, LLC | History | No change | 1,677 | 129 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Continuum Advisory, LLC | History | No change | 1,660 | 128 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,430 | 123 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,427 | 122 | 0.03% | 0.04% | 251 | -850 | -37.33% | Q3 2026 | Nov 02, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,450 | 112 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,298 | 111 | 0.0% | 0.0% | 253 | +716 | 123.02% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 1,360 | 105 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 1,102 | 94 | 0.04% | — | 255 | +1,102 | New | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 916 | 78 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 907 | 78 | 0.05% | 0.04% | 257 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,000 | 77 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 974 | 75 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 905 | 70 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 800 | 68 | 0.01% | 0.01% | 261 | -1 | -0.12% | Q3 2026 | Nov 03, 2026 |
| LRI Investments, LLC | History | No change | 850 | 65 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 752 | 58 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 647 | 55 | 0.0% | 0.0% | 265 | -25 | -3.72% | Q3 2026 | Oct 30, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 720 | 55 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 627 | 53 | 0.0% | — | 266 | +627 | New | Q3 2026 | Nov 02, 2026 |
| Covestor Ltd | History | Reduced | 599 | 52 | 0.03% | 0.08% | 268 | -1,145 | -65.65% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 614 | 52 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 600 | 51 | 0.02% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| City State Bank | History | No change | 570 | 49 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 621 | 48 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 608 | 47 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 490 | 42 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EFG International AG | History | No change | 520 | 40 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 445 | 38 | 0.0% | 0.0% | 275 | +296 | 198.66% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 494 | 38 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 500 | 38 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 471 | 36 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 444 | 34 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 384 | 33 | 0.0% | 0.0% | 280 | +8 | 2.13% | Q3 2026 | Oct 29, 2026 |
| GoalVest Advisory LLC | History | No change | 394 | 33 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Concord Wealth Partners | History | Added to | 363 | 31 | 0.0% | 0.0% | 282 | +1 | 0.28% | Q3 2026 | Oct 30, 2026 |
| Go Invest LLC | History | New | 355 | 30 | 0.01% | — | 284 | +355 | New | Q3 2026 | Oct 08, 2026 |
| Evelyn Partners Group Ltd | History | No change | 388 | 30 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 324 | 25 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 326 | 25 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KFG LLC | History | New | 282 | 24 | 0.02% | — | 287 | +282 | New | Q3 2026 | Nov 02, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 265 | 22 | 0.0% | 0.0% | 288 | +115 | 76.67% | Q3 2026 | Oct 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 292 | 22 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 244 | 21 | 0.0% | 0.0% | 290 | +109 | 80.74% | Q3 2026 | Nov 04, 2026 |
| Gen-Wealth Partners Inc | History | No change | 253 | 21 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ancora Advisors LLC | History | No change | 261 | 20 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 269 | 20 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 232 | 19 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 230 | 19 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 234 | 18 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | No change | 220 | 17 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 222 | 17 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 225 | 17 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |