abrdn Silver ETF Trust - SIVR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,438,896 | 80,894 | 0.01% | 0.01% | 1 | -427,586 | -22.91% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,296,445 | 72,886 | 0.0% | 0.01% | 2 | +68,906 | 5.61% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 1,182,000 | 66,949 | 0.42% | 0.65% | 3 | -139,475 | -10.55% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 1,132,365 | 63,661 | 0.01% | 0.02% | 4 | -114,400 | -9.18% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 978,870 | 55,032 | 0.01% | 0.01% | 5 | +493 | 0.05% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 667,659 | 37,535 | 0.0% | 0.01% | 6 | -793 | -0.12% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 559,479 | 31,453 | 5.59% | 7.17% | 7 | +55,556 | 11.02% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 501,926 | 28,218 | 0.0% | 0.0% | 8 | -16,174 | -3.12% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 483,609 | 27,188 | 0.0% | 0.01% | 9 | -159,121 | -24.76% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 479,267 | 26,944 | 0.0% | 0.01% | 10 | -212,933 | -30.76% | Q2 2026 | Sep 02, 2026 |
| AMG National Trust Bank | History | Reduced | 365,641 | 20,556 | 0.42% | 0.6% | 11 | -23,223 | -5.97% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 308,360 | 17,346 | 0.0% | 0.0% | 12 | +56,321 | 22.35% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 306,497 | 17,231 | 0.02% | 0.02% | 13 | -20,094 | -6.15% | Q2 2026 | Aug 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 235,777 | 16,884 | 1.25% | 1.25% | 14 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | Added to | 289,887 | 16,297 | 0.05% | 0.04% | 15 | +128,754 | 79.91% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 253,753 | 14,265 | 0.02% | 0.02% | 16 | +29,041 | 12.92% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 228,066 | 12,821 | 0.01% | 0.01% | 17 | +35,407 | 18.38% | Q2 2026 | Aug 05, 2026 |
| Capital Management Associates, Inc | History | Reduced | 224,604 | 12,627 | 2.54% | 4.42% | 18 | -48,418 | -17.73% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 205,154 | 11,533 | 0.0% | 0.0% | 19 | +16,631 | 8.82% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 202,563 | 11,388 | 0.0% | 0.0% | 20 | +4,876 | 2.47% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | Reduced | 156,787 | 11,052 | 0.18% | 0.18% | 21 | -1,015 | -0.64% | Q2 2026 | Aug 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 187,939 | 10,565 | 1.86% | 3.64% | 22 | -66,744 | -26.21% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 169,801 | 9,546 | 0.18% | 0.33% | 23 | -28,035 | -14.17% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 168,074 | 9,449 | 0.09% | 0.16% | 24 | -35,150 | -17.3% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 153,580 | 8,634 | 0.87% | 1.27% | 25 | -2,513 | -1.61% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 144,925 | 8,147 | 0.0% | 0.0% | 26 | +14,954 | 11.51% | Q2 2026 | Aug 14, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 144,275 | 8,111 | 3.16% | 4.89% | 27 | +1,340 | 0.94% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 134,881 | 7,583 | 0.02% | 0.03% | 28 | -8,606 | -6.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 133,994 | 7,533 | 0.05% | 0.08% | 29 | -9,354 | -6.53% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 130,522 | 7,337 | 0.01% | — | 30 | +130,522 | New | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 121,101 | 6,808 | 0.62% | 0.95% | 31 | -325 | -0.27% | Q2 2026 | Jul 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 117,368 | 6,598 | 0.81% | 1.17% | 32 | +1,524 | 1.32% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 115,980 | 6,418 | 0.0% | 0.0% | 33 | -2,096 | -1.78% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 104,352 | 5,866 | 0.01% | 0.01% | 34 | -1,380 | -1.31% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,819 | 5,366 | 0.0% | 0.0% | 35 | +7,224 | 8.15% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 93,796 | 5,273 | 0.05% | 0.01% | 36 | +87,618 | 1418.23% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 93,002 | 5,228 | 0.54% | 0.8% | 37 | +15,317 | 19.72% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 81,919 | 4,605 | 0.22% | 0.26% | 38 | +11,981 | 17.13% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 78,311 | 4,402 | 0.12% | 0.15% | 39 | +3,424 | 4.57% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 61,251 | 4,386 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Management, LLC | History | Reduced | 76,701 | 4,312 | 2.2% | 3.01% | 41 | -340 | -0.44% | Q2 2026 | Jul 20, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 76,276 | 4,288 | 1.67% | 2.47% | 42 | +4,092 | 5.67% | Q2 2026 | Jul 30, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 75,432 | 4,240 | 0.68% | 1.04% | 43 | -1,875 | -2.43% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 74,947 | 4,213 | 0.01% | 0.01% | 44 | +8,637 | 13.03% | Q2 2026 | Aug 07, 2026 |
| Systelligence, LLC | History | Added to | 72,304 | 4,064 | 0.68% | 0.77% | 45 | +16,890 | 30.48% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 70,672 | 3,973 | 0.0% | 0.0% | 46 | +4,096 | 6.15% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 67,057 | 3,769 | 0.03% | 0.05% | 47 | -1,383 | -2.02% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Reduced | 65,074 | 3,658 | 0.0% | 0.01% | 48 | -6,986 | -9.69% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 63,240 | 3,555 | 0.01% | 0.0% | 49 | +52,162 | 470.86% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 63,157 | 3,550 | 0.02% | 0.02% | 50 | +24,491 | 63.34% | Q2 2026 | Aug 14, 2026 |
| Kurv Investment Management LLC | History | New | 4,827 | 3,525 | 2.12% | — | 51 | +4,827 | New | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 60,819 | 3,419 | 0.12% | 0.24% | 52 | +1,195 | 2.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 60,355 | 3,393 | 0.02% | 0.02% | 53 | -2,621 | -4.16% | Q2 2026 | Aug 03, 2026 |
| Asset One Wealth Management LLC | History | Added to | 61,129 | 3,354 | 0.35% | 0.43% | 54 | +7,517 | 14.02% | Q2 2026 | Aug 13, 2026 |
| Silver Coast Investments LLC | History | Added to | 59,579 | 3,349 | 1.0% | 1.17% | 55 | +8,535 | 16.72% | Q2 2026 | Jul 24, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 56,546 | 3,179 | 0.23% | 0.34% | 56 | -1,404 | -2.42% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 53,639 | 3,015 | 0.03% | 0.04% | 57 | +2,214 | 4.31% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 52,609 | 2,957 | 0.0% | 0.0% | 58 | +28,559 | 118.75% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 52,210 | 2,935 | 0.01% | 0.02% | 59 | -13,645 | -20.72% | Q2 2026 | Jul 27, 2026 |
| MYECFO, LLC | History | Reduced | 51,427 | 2,891 | 1.09% | 1.54% | 60 | -30 | -0.06% | Q2 2026 | Aug 10, 2026 |
| WT Wealth Management | History | Reduced | 50,827 | 2,857 | 0.79% | 1.11% | 61 | -1,208 | -2.32% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 50,520 | 2,840 | 0.0% | 0.0% | 62 | -234 | -0.46% | Q2 2026 | Aug 12, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Reduced | 50,000 | 2,811 | 2.08% | 4.17% | 63 | -22,000 | -30.56% | Q2 2026 | Aug 14, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 48,340 | 2,717 | 0.28% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 46,674 | 2,624 | 0.03% | 0.05% | 65 | -87 | -0.19% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | Reduced | 44,860 | 2,522 | 0.65% | 0.93% | 66 | -11,240 | -20.04% | Q2 2026 | Jul 16, 2026 |
| Leo Wealth, LLC | History | No change | 32,858 | 2,352 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 41,624 | 2,340 | 0.76% | 1.47% | 68 | -7,388 | -15.07% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 41,539 | 2,335 | 0.08% | 0.11% | 69 | +1,125 | 2.78% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 41,421 | 2,328 | 0.01% | 0.02% | 70 | -369 | -0.88% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | Reduced | 40,592 | 2,282 | 0.49% | 0.91% | 71 | -2,767 | -6.38% | Q2 2026 | Aug 05, 2026 |
| SPROTT INC. | History | Reduced | 40,453 | 2,274 | 0.07% | 0.09% | 72 | -790 | -1.92% | Q2 2026 | Jul 28, 2026 |
| FLP Wealth Management, LLC | History | Added to | 40,215 | 2,260 | 4.02% | 3.72% | 73 | +15,016 | 59.59% | Q2 2026 | Jul 28, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 38,937 | 2,189 | 0.01% | 0.01% | 74 | -1,383 | -3.43% | Q2 2026 | Aug 03, 2026 |
| Evelyn Partners Group Ltd | History | New | 37,875 | 2,129 | 0.0% | — | 75 | +37,875 | New | Q2 2026 | Aug 07, 2026 |
| Fielder Capital Group LLC | History | Reduced | 37,715 | 2,120 | 0.46% | 0.59% | 76 | -136 | -0.36% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,975 | 2,078 | 0.03% | 0.03% | 77 | +6,710 | 22.17% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Added to | 36,018 | 2,024 | 0.01% | 0.01% | 78 | +9,995 | 38.41% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 35,752 | 2,010 | 0.0% | 0.01% | 79 | -920 | -2.51% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Reduced | 35,722 | 2,008 | 0.0% | 0.0% | 80 | -14,382 | -28.7% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 35,360 | 1,987 | 0.02% | 0.03% | 81 | -418 | -1.17% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,278 | 1,927 | 0.0% | 0.0% | 82 | +19,745 | 135.86% | Q2 2026 | Aug 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 34,000 | 1,911 | 0.25% | 0.35% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,517 | 1,884 | 0.01% | 0.02% | 84 | +1,804 | 5.69% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 33,276 | 1,870 | 0.01% | 0.01% | 86 | +7,600 | 29.6% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,277 | 1,870 | 0.01% | 0.01% | 85 | +995 | 3.08% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 33,088 | 1,860 | 0.02% | 0.02% | 87 | -437 | -1.3% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | Reduced | 32,127 | 1,806 | 0.06% | 0.16% | 88 | -23,084 | -41.81% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,704 | 1,782 | 0.0% | 0.0% | 89 | +5,404 | 20.55% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 31,586 | 1,775 | 0.0% | 0.0% | 90 | +1,714 | 5.74% | Q2 2026 | Aug 12, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 30,582 | 1,719 | 0.74% | 1.03% | 91 | +1,396 | 4.78% | Q2 2026 | Aug 13, 2026 |
| Blue Capital, Inc. | History | Added to | 30,368 | 1,707 | 1.08% | 1.18% | 92 | +5,083 | 20.1% | Q2 2026 | Aug 11, 2026 |
| Copley Financial Group, Inc. | History | Added to | 30,100 | 1,692 | 1.02% | 0.84% | 93 | +10,620 | 54.52% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 22,711 | 1,626 | 0.4% | 0.4% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 28,282 | 1,590 | 0.05% | 0.07% | 95 | -3 | -0.01% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,539 | 1,561 | 0.0% | 0.0% | 96 | +3,804 | 16.03% | Q2 2026 | Jul 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 26,666 | 1,499 | 0.1% | 0.13% | 97 | +3,882 | 17.04% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 26,500 | 1,489 | 0.01% | 0.05% | 98 | -32,200 | -54.86% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 26,339 | 1,480 | 0.36% | 0.55% | 99 | -120 | -0.45% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 26,000 | 1,461 | 0.75% | 1.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,957 | 1,459 | 0.03% | 0.04% | 101 | -92 | -0.35% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 25,232 | 1,418 | 0.0% | 0.01% | 102 | -18,358 | -42.12% | Q2 2026 | Aug 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 24,140 | 1,357 | 0.29% | 0.41% | 103 | +1,010 | 4.37% | Q2 2026 | Jul 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 24,000 | 1,349 | 0.13% | 0.22% | 104 | -3,024 | -11.19% | Q2 2026 | Jul 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 23,395 | 1,315 | 0.32% | 0.43% | 105 | +2,140 | 10.07% | Q2 2026 | Jul 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,378 | 1,314 | 0.0% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 23,025 | 1,294 | 0.89% | 1.32% | 107 | -284 | -1.22% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 22,600 | 1,270 | 0.0% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 22,183 | 1,247 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,945 | 1,233 | 0.01% | 0.02% | 110 | +871 | 4.13% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | Added to | 17,662 | 1,230 | 0.05% | 0.04% | 111 | +7,024 | 66.03% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 21,837 | 1,227 | 0.27% | 0.42% | 112 | -2,352 | -9.72% | Q2 2026 | Jul 09, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 21,642 | 1,216 | 1.19% | 1.74% | 113 | -2,205 | -9.25% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | Added to | 20,822 | 1,171 | 0.0% | 0.0% | 114 | +837 | 4.19% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 20,830 | 1,171 | 0.03% | 0.04% | 115 | -75 | -0.36% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,621 | 1,159 | 0.0% | 0.0% | 116 | +18,225 | 760.64% | Q2 2026 | Aug 05, 2026 |
| Security National Bank | History | No change | 20,534 | 1,154 | 0.14% | 0.21% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 19,997 | 1,124 | 0.01% | 0.02% | 118 | +1,256 | 6.7% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 19,909 | 1,119 | 0.01% | 0.03% | 119 | -35,152 | -63.84% | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | Added to | 19,021 | 1,069 | 0.12% | 0.17% | 120 | +184 | 0.98% | Q2 2026 | Jul 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 18,500 | 1,040 | 0.05% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 18,291 | 1,028 | 0.0% | 0.0% | 122 | -650 | -3.43% | Q2 2026 | Aug 14, 2026 |
| Red Tortoise LLC | History | No change | 14,307 | 1,024 | 0.43% | 0.43% | 123 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 17,902 | 1,006 | 0.42% | 0.59% | 124 | +253 | 1.43% | Q2 2026 | Jul 16, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 17,884 | 1,005 | 0.29% | 0.44% | 125 | -170 | -0.94% | Q2 2026 | Aug 07, 2026 |
| Envision Financial Transparency, LLC | History | Added to | 17,435 | 980 | 0.84% | 1.16% | 126 | +709 | 4.24% | Q2 2026 | Aug 21, 2026 |
| IFG Advisory, LLC | History | Added to | 17,319 | 973 | 0.03% | 0.26% | 127 | +16,072 | 1288.85% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | Added to | 17,109 | 961 | 0.09% | 0.13% | 128 | +338 | 2.02% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 16,529 | 929 | 0.0% | 0.0% | 129 | +1,491 | 9.91% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 16,803 | 914 | 0.06% | 0.1% | 130 | -2,741 | -14.02% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 16,183 | 909 | 0.03% | 0.12% | 131 | -34,239 | -67.9% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Reduced | 15,796 | 888 | 0.01% | 0.03% | 132 | -813 | -4.89% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 15,742 | 885 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco BTG Pactual S.A. | History | New | 15,543 | 873 | 0.07% | — | 134 | +15,543 | New | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,146 | 851 | 0.0% | 0.0% | 135 | +2,529 | 20.04% | Q2 2026 | Jul 28, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 15,110 | 849 | 0.06% | 0.08% | 136 | +235 | 1.58% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,926 | 839 | 0.01% | 0.01% | 137 | +4,133 | 38.29% | Q2 2026 | Sep 08, 2026 |
| BIP Wealth, LLC | History | New | 14,691 | 825 | 0.02% | — | 138 | +14,691 | New | Q2 2026 | Aug 03, 2026 |
| Headlands Technologies LLC | History | New | 14,661 | 824 | 0.09% | — | 139 | +14,661 | New | Q2 2026 | Aug 12, 2026 |
| Jacobsen Capital Management | History | No change | 14,244 | 800 | 0.23% | 0.34% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Added to | 14,283 | 799 | 0.0% | 0.0% | 141 | +792 | 5.87% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 13,617 | 765 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anson Capital, Inc. | History | Reduced | 13,430 | 755 | 0.49% | 0.89% | 144 | -4,797 | -26.32% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,440 | 755 | 0.02% | 0.04% | 143 | +383 | 2.93% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 13,091 | 735 | 0.0% | 0.0% | 145 | +1,298 | 11.01% | Q2 2026 | Aug 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 10,223 | 732 | 0.27% | 0.27% | 146 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 12,906 | 725 | 0.03% | — | 147 | +12,906 | New | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,643 | 710 | 0.0% | 0.0% | 148 | -59,653 | -82.51% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,600 | 708 | 0.0% | — | 149 | +12,600 | New | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 12,591 | 707 | 0.02% | 0.02% | 150 | +1,004 | 8.66% | Q2 2026 | Aug 07, 2026 |
| Global View Capital Management LLC | History | Reduced | 12,569 | 706 | 0.15% | 0.27% | 151 | -1,796 | -12.5% | Q2 2026 | Jul 23, 2026 |
| New Harbor Financial Group, LLC | History | New | 12,540 | 704 | 0.11% | — | 152 | +12,540 | New | Q2 2026 | Jul 23, 2026 |
| BOS Asset Management, LLC | History | Reduced | 12,365 | 695 | 0.16% | 0.28% | 153 | -2,884 | -18.91% | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,351 | 694 | 0.01% | 0.02% | 154 | -2,765 | -18.29% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 12,252 | 688 | 0.08% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 11,890 | 668 | 0.2% | 0.26% | 156 | +1,568 | 15.19% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,880 | 667 | 0.0% | 0.0% | 157 | -186 | -1.54% | Q2 2026 | Aug 19, 2026 |
| Gibbs Wealth Management | History | No change | 9,160 | 655 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,617 | 653 | 0.0% | 0.0% | 159 | -9,495 | -44.97% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,621 | 653 | 0.03% | 0.05% | 160 | -46 | -0.39% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,597 | 651 | 0.0% | 0.0% | 161 | +9,611 | 483.94% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 11,511 | 647 | 0.41% | 0.63% | 162 | -1,900 | -14.17% | Q2 2026 | Aug 14, 2026 |
| Rare Wolf Capital LLC | History | No change | 11,503 | 646 | 0.41% | 0.53% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 11,457 | 644 | 0.22% | 0.31% | 165 | -203 | -1.74% | Q2 2026 | Jul 06, 2026 |
| TBH Global Asset Management, LLC | History | No change | 11,455 | 644 | 0.12% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,391 | 640 | 0.0% | 0.0% | 166 | +733 | 6.88% | Q2 2026 | Aug 13, 2026 |
| Intentional Wealth Strategies, LLC | History | Added to | 11,212 | 630 | 0.59% | 0.6% | 167 | +2,141 | 23.6% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,125 | 625 | 0.01% | 0.03% | 168 | -5,818 | -34.34% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 10,990 | 617 | 0.02% | 0.04% | 169 | +1,100 | 11.12% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 10,955 | 615 | 0.05% | 0.1% | 170 | -2,830 | -20.53% | Q2 2026 | Jul 29, 2026 |
| VICUS CAPITAL | History | Reduced | 10,597 | 595 | 0.04% | 0.06% | 171 | -312 | -2.86% | Q2 2026 | Aug 05, 2026 |
| Turner Financial Group, Inc. | History | New | 10,559 | 593 | 0.59% | — | 172 | +10,559 | New | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,324 | 580 | 0.04% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,291 | 578 | 0.01% | 0.01% | 174 | +32 | 0.31% | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 10,197 | 573 | 0.05% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 10,157 | 571 | 0.19% | 0.27% | 176 | -66 | -0.65% | Q2 2026 | Jul 17, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 9,955 | 559 | 0.01% | 0.03% | 177 | -3,235 | -24.53% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 9,410 | 555 | 0.01% | 0.0% | 178 | +7,220 | 329.68% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 9,808 | 551 | 0.01% | 0.0% | 179 | +9,553 | 3746.27% | Q2 2026 | Jul 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,796 | 550 | 0.02% | 0.04% | 180 | -1,634 | -14.3% | Q2 2026 | Aug 13, 2026 |
| Miller Global Investments, LLC | History | No change | 9,702 | 545 | 0.45% | 0.64% | 181 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 9,528 | 535 | 0.27% | 0.38% | 182 | +30 | 0.32% | Q2 2026 | Aug 26, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 9,400 | 528 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 9,197 | 517 | 0.19% | 0.42% | 184 | -4,278 | -31.75% | Q2 2026 | Aug 14, 2026 |
| JBR Co Financial Management Inc | History | New | 9,178 | 515 | 0.19% | — | 186 | +9,178 | New | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | Reduced | 9,161 | 515 | 0.01% | 0.01% | 185 | -163 | -1.75% | Q2 2026 | Jul 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 7,183 | 514 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,125 | 513 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City Center Advisors, LLC | History | Reduced | 9,114 | 512 | 0.41% | 0.73% | 190 | -1,892 | -17.19% | Q2 2026 | Jul 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,116 | 512 | 0.0% | 0.0% | 189 | -26 | -0.28% | Q2 2026 | Aug 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,079 | 510 | 0.02% | 0.05% | 191 | -345 | -3.66% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 9,023 | 507 | 0.11% | 0.16% | 193 | -11 | -0.12% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,026 | 507 | 0.0% | 0.01% | 192 | -4 | -0.04% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,955 | 503 | 0.02% | 0.04% | 194 | -2,533 | -22.05% | Q2 2026 | Jul 28, 2026 |
| Fortis Capital Management LLC | History | Reduced | 8,788 | 494 | 0.06% | 0.08% | 195 | -1,458 | -14.23% | Q2 2026 | Aug 12, 2026 |
| CWC Advisors, LLC. | History | No change | 8,727 | 490 | 0.22% | 0.3% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fulcrum Equity Management | History | No change | 8,700 | 489 | 0.36% | 0.6% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 8,634 | 485 | 0.02% | 0.04% | 198 | -1,007 | -10.44% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,490 | 477 | 0.01% | 0.02% | 199 | -2,643 | -23.74% | Q2 2026 | Jul 29, 2026 |
| Interchange Capital Partners, LLC | History | New | 8,474 | 476 | 0.09% | — | 200 | +8,474 | New | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | Added to | 8,376 | 470 | 0.01% | 0.01% | 201 | +317 | 3.93% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,371 | 470 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,350 | 469 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 7,219 | 459 | 0.0% | 0.0% | 204 | +7,097 | 5817.21% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | New | 8,054 | 452 | 0.0% | — | 205 | +8,054 | New | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,808 | 438 | 0.01% | 0.01% | 206 | -16 | -0.2% | Q2 2026 | Aug 03, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,786 | 437 | 0.02% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 7,709 | 433 | 0.19% | 0.31% | 208 | -1,546 | -16.7% | Q2 2026 | Jul 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,665 | 430 | 0.01% | 0.01% | 209 | +3,088 | 67.47% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 7,614 | 428 | 0.0% | — | 210 | +7,614 | New | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,608 | 427 | 0.04% | 0.06% | 212 | -381 | -4.77% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,606 | 427 | 0.04% | 0.06% | 211 | +71 | 0.94% | Q2 2026 | Jul 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,589 | 426 | 0.01% | 0.01% | 213 | +547 | 7.77% | Q2 2026 | Aug 14, 2026 |
| Sara-Bay Financial | History | No change | 7,500 | 421 | 0.11% | 0.16% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Trust Co LLC | History | No change | 7,500 | 421 | 0.04% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,441 | 418 | 0.0% | 0.0% | 216 | -10,718 | -59.02% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,393 | 416 | 0.02% | 0.04% | 217 | -900 | -10.85% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 7,320 | 411 | 0.01% | 0.02% | 218 | +374 | 5.38% | Q2 2026 | Aug 05, 2026 |
| Ervin Investment Management, LLC | History | No change | 7,100 | 399 | 0.22% | 0.3% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Index Technologies Group LLC | History | Reduced | 7,069 | 397 | 0.32% | 0.79% | 220 | -3,096 | -30.46% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | Reduced | 6,928 | 389 | 0.04% | 0.07% | 221 | -725 | -9.47% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 6,896 | 387 | 0.05% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,817 | 383 | 0.01% | — | 223 | +6,817 | New | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | Reduced | 6,726 | 378 | 0.01% | 0.02% | 224 | -736 | -9.86% | Q2 2026 | Jul 23, 2026 |
| Nemes Rush Group LLC | History | No change | 6,707 | 377 | 0.03% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 6,565 | 369 | 0.08% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 6,681 | 367 | 0.04% | 0.05% | 227 | +437 | 7.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | Added to | 6,378 | 358 | 0.0% | 0.0% | 228 | +264 | 4.32% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,319 | 355 | 0.0% | 0.0% | 229 | -400 | -5.95% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Reduced | 6,164 | 346 | 0.0% | 0.01% | 230 | -1,636 | -20.97% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,128 | 344 | 0.01% | 0.01% | 231 | -3,718 | -37.76% | Q2 2026 | Jul 31, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 6,067 | 341 | 0.08% | 0.11% | 232 | +564 | 10.25% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,018 | 338 | 0.0% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | Added to | 6,000 | 337 | 0.36% | 0.08% | 235 | +5,000 | 500.0% | Q2 2026 | Jul 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,000 | 337 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,962 | 335 | 0.0% | 0.0% | 236 | +2,656 | 80.34% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,764 | 324 | 0.0% | 0.01% | 237 | -3,048 | -34.59% | Q2 2026 | Aug 18, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 5,727 | 321 | 0.04% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 5,693 | 320 | 0.17% | 0.74% | 239 | -9,074 | -61.45% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | Added to | 5,663 | 318 | 0.0% | 0.0% | 240 | +387 | 7.34% | Q2 2026 | Aug 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,598 | 314 | 0.0% | 0.0% | 241 | +475 | 9.27% | Q2 2026 | Aug 13, 2026 |
| Blossom Wealth Management | History | Added to | 5,355 | 301 | 0.42% | 0.56% | 242 | +115 | 2.19% | Q2 2026 | Jul 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 5,308 | 298 | 0.13% | 0.19% | 243 | -51 | -0.95% | Q2 2026 | Jul 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,156 | 297 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | New | 5,054 | 284 | 0.0% | — | 245 | +5,054 | New | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 5,023 | 282 | 0.05% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,991 | 280 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,970 | 279 | 0.0% | 0.0% | 248 | -400 | -7.45% | Q2 2026 | Jul 28, 2026 |
| Thompson David Blair | History | Reduced | 4,978 | 279 | 0.14% | 0.2% | 249 | -19 | -0.38% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 4,911 | 276 | 0.11% | 0.14% | 250 | +600 | 13.92% | Q2 2026 | Aug 11, 2026 |
| Wolff Financial Management LLC | History | No change | 4,859 | 273 | 0.05% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | New | 4,839 | 272 | 0.0% | — | 254 | +4,839 | New | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,846 | 272 | 0.0% | 0.0% | 253 | +1,078 | 28.61% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,845 | 272 | 0.0% | 0.0% | 252 | +426 | 9.64% | Q2 2026 | Aug 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 4,800 | 269 | 0.0% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 4,775 | 268 | 0.16% | 0.22% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 4,725 | 265 | 0.16% | 0.23% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 4,700 | 264 | 0.12% | 0.13% | 258 | +1,107 | 30.81% | Q2 2026 | Jul 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 4,537 | 255 | 0.04% | 0.07% | 259 | -79 | -1.71% | Q2 2026 | Jul 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,528 | 254 | 0.0% | 0.01% | 260 | -75 | -1.63% | Q2 2026 | Jul 31, 2026 |
| North Forty Two & Co. | History | No change | 4,400 | 247 | 0.21% | 0.29% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,346 | 244 | 0.01% | 0.02% | 262 | +10 | 0.23% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,330 | 243 | 0.0% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 4,245 | 238 | 0.03% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | New | 4,229 | 237 | 0.0% | — | 266 | +4,229 | New | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,232 | 237 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 4,170 | 234 | 0.13% | 0.84% | 268 | -17,024 | -80.32% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,176 | 234 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,106 | 231 | 0.01% | 0.02% | 269 | -352 | -7.9% | Q2 2026 | Aug 17, 2026 |
| Kelly Financial Services LLC | History | No change | 4,095 | 230 | 0.05% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,077 | 229 | 0.0% | 0.01% | 271 | -1 | -0.02% | Q2 2026 | Aug 10, 2026 |
| Hamilton Capital, LLC | History | Added to | 4,055 | 227 | 0.01% | 0.01% | 272 | +150 | 3.84% | Q2 2026 | Aug 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 4,039 | 227 | 0.06% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ignite Planners, LLC | History | New | 4,004 | 226 | 0.03% | — | 274 | +4,004 | New | Q2 2026 | Jul 23, 2026 |
| Peak Financial Management, Inc. | History | New | 3,951 | 222 | 0.05% | — | 275 | +3,951 | New | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,879 | 218 | 0.01% | 0.03% | 278 | -7,719 | -66.55% | Q2 2026 | Aug 04, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,881 | 218 | 0.01% | 0.02% | 277 | +11 | 0.28% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,890 | 218 | 0.0% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,867 | 217 | 0.0% | — | 280 | +3,867 | New | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Network Inc. | History | Added to | 3,862 | 217 | 0.06% | 0.07% | 279 | +509 | 15.18% | Q2 2026 | Jul 20, 2026 |
| Wright Wealth LLC | History | Reduced | 3,826 | 215 | 0.13% | 0.23% | 281 | -985 | -20.47% | Q2 2026 | Jul 29, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 3,800 | 213 | 0.16% | 0.3% | 282 | -700 | -15.56% | Q2 2026 | Jul 30, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 3,785 | 212 | 0.21% | 0.28% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,764 | 211 | 0.0% | 0.0% | 284 | -65 | -1.7% | Q2 2026 | Aug 05, 2026 |
| Sincerus Advisory, LLC | History | No change | 3,740 | 210 | 0.14% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,713 | 208 | 0.0% | 0.01% | 286 | -258 | -6.5% | Q2 2026 | Jul 09, 2026 |
| Pallas Capital Advisors LLC | History | New | 3,656 | 205 | 0.01% | — | 287 | +3,656 | New | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,642 | 204 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,615 | 203 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,578 | 201 | 0.01% | 0.01% | 290 | +180 | 5.3% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,991 | 168 | 0.01% | 0.01% | 291 | +58 | 1.98% | Q2 2026 | Jul 23, 2026 |
| McMillan Office, Inc. | History | No change | 3,000 | 168 | 0.02% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,936 | 165 | 0.0% | 0.01% | 293 | -938 | -24.21% | Q2 2026 | Jul 06, 2026 |
| Ancora Advisors LLC | History | No change | 2,812 | 158 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | New | 2,348 | 130 | 0.08% | — | 295 | +2,348 | New | Q2 2026 | Jul 09, 2026 |
| Boreal Capital Management LLC | History | No change | 2,103 | 118 | 0.09% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 2,068 | 116 | 0.0% | 0.0% | 297 | +1,483 | 253.5% | Q2 2026 | Aug 13, 2026 |
| S.A. Mason LLC | History | Reduced | 1,975 | 111 | 0.03% | 0.06% | 298 | -425 | -17.71% | Q2 2026 | Jul 31, 2026 |
| Vision Retirement, LLC | History | Added to | 1,889 | 106 | 0.03% | 0.02% | 299 | +888 | 88.71% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,385 | 99 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |