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 | No change | 1,438,896 | 80,894 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,296,445 | 72,886 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 1,182,000 | 66,949 | 0.42% | 0.42% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,132,365 | 63,661 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 978,870 | 55,032 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 667,659 | 37,535 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 501,926 | 28,218 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 483,609 | 27,188 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 479,267 | 26,944 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMG National Trust Bank | History | Added to | 366,848 | 21,024 | 0.43% | 0.42% | 10 | +1,207 | 0.33% | Q3 2026 | Nov 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 308,360 | 17,346 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 306,497 | 17,231 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 289,887 | 16,297 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 253,753 | 14,265 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 228,066 | 12,821 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Management Associates, Inc | History | Reduced | 203,358 | 11,654 | 2.33% | 2.54% | 16 | -21,246 | -9.46% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 205,154 | 11,533 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 202,563 | 11,388 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | No change | 156,787 | 11,052 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 187,939 | 10,565 | 1.86% | 1.86% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 170,643 | 9,779 | 0.16% | 0.18% | 21 | +842 | 0.5% | Q3 2026 | Nov 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 168,074 | 9,449 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 154,648 | 8,862 | 0.85% | 0.87% | 23 | +1,068 | 0.7% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 144,925 | 8,147 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kiker Wealth Management, LLC | History | No change | 144,275 | 8,111 | 3.16% | 3.16% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 139,657 | 8,003 | 0.06% | 0.01% | 26 | +119,748 | 601.48% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 134,865 | 7,729 | 0.02% | 0.02% | 27 | -16 | -0.01% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 133,994 | 7,533 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 130,522 | 7,480 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 117,368 | 6,598 | 0.81% | 0.81% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 115,980 | 6,418 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 95,819 | 5,366 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 93,415 | 5,353 | 0.14% | 0.12% | 33 | +15,104 | 19.29% | Q3 2026 | Oct 13, 2026 |
| Quadrature Capital Ltd | History | No change | 93,796 | 5,273 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 93,002 | 5,228 | 0.54% | 0.54% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 88,958 | 5,098 | 0.01% | 0.01% | 36 | -15,394 | -14.75% | Q3 2026 | Nov 02, 2026 |
| Systelligence, LLC | History | Reduced | 55,677 | 4,348 | 0.72% | 0.68% | 37 | -16,627 | -23.0% | Q3 2026 | Nov 05, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 76,276 | 4,288 | 1.67% | 1.67% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 74,240 | 4,254 | 0.7% | 0.68% | 39 | -1,192 | -1.58% | Q3 2026 | Oct 13, 2026 |
| Kurv Investment Management LLC | History | No change | 4,827 | 4,238 | 2.12% | 2.12% | 40 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,947 | 4,213 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Wealth Management, LLC | History | Reduced | 72,796 | 4,171 | 2.27% | 2.2% | 42 | -3,905 | -5.09% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70,672 | 3,973 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 67,057 | 3,769 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 65,074 | 3,658 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 63,240 | 3,555 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 63,157 | 3,550 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 61,702 | 3,536 | 0.3% | 0.35% | 48 | +573 | 0.94% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 60,355 | 3,393 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 58,507 | 3,353 | 0.3% | 0.62% | 50 | -62,594 | -51.69% | Q3 2026 | Nov 02, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 58,466 | 3,350 | 0.1% | 0.12% | 51 | -2,353 | -3.87% | Q3 2026 | Oct 23, 2026 |
| Silver Coast Investments LLC | History | No change | 59,579 | 3,349 | 1.0% | 1.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 56,094 | 3,214 | 0.24% | 0.23% | 53 | -452 | -0.8% | Q3 2026 | Nov 04, 2026 |
| MYECFO, LLC | History | Added to | 53,320 | 3,055 | 1.15% | 1.09% | 54 | +1,893 | 3.68% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 53,639 | 3,015 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 52,210 | 2,935 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 2,811 | 2.08% | 2.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 49,010 | 2,808 | 0.0% | 0.0% | 58 | -1,510 | -2.99% | Q3 2026 | Nov 05, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 48,340 | 2,717 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WT Wealth Management | History | Reduced | 47,211 | 2,705 | 0.76% | 0.79% | 60 | -3,616 | -7.11% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 46,674 | 2,624 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | Added to | 45,076 | 2,608 | 0.59% | 0.65% | 62 | +216 | 0.48% | Q3 2026 | Oct 08, 2026 |
| Wealth Watch Advisors, INC | History | No change | 41,624 | 2,340 | 0.76% | 0.76% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 41,421 | 2,328 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | Reduced | 40,437 | 2,317 | 0.47% | 0.49% | 65 | -155 | -0.38% | Q3 2026 | Nov 04, 2026 |
| SPROTT INC. | History | No change | 40,453 | 2,274 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLP Wealth Management, LLC | History | No change | 40,215 | 2,260 | 4.02% | 4.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,328 | 2,196 | 0.01% | 0.01% | 68 | +5,051 | 15.18% | Q3 2026 | Nov 02, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 38,287 | 2,194 | 0.01% | 0.01% | 69 | -650 | -1.67% | Q3 2026 | Oct 16, 2026 |
| Evelyn Partners Group Ltd | History | No change | 37,875 | 2,129 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fielder Capital Group LLC | History | No change | 37,715 | 2,120 | 0.46% | 0.46% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Capital, Inc. | History | Added to | 35,738 | 2,048 | 1.27% | 1.08% | 72 | +5,370 | 17.68% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 36,018 | 2,024 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 35,109 | 2,012 | 0.0% | 0.0% | 74 | -17,500 | -33.26% | Q3 2026 | Nov 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 35,752 | 2,010 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 35,722 | 2,008 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,836 | 1,996 | 0.01% | 0.01% | 77 | +1,319 | 3.94% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 35,360 | 1,987 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 34,000 | 1,948 | 0.25% | 0.25% | 79 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,278 | 1,927 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 32,870 | 1,883 | 0.45% | 0.32% | 81 | +9,475 | 40.5% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 33,276 | 1,870 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 33,088 | 1,860 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 31,882 | 1,827 | 0.63% | 0.22% | 84 | +20,425 | 178.28% | Q3 2026 | Oct 08, 2026 |
| Virtu Financial LLC | History | No change | 32,127 | 1,806 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 38,326 | 1,796 | 0.02% | 0.03% | 86 | +1,351 | 3.65% | Q3 2026 | Nov 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 31,704 | 1,782 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 31,044 | 1,779 | 0.84% | 0.74% | 88 | +462 | 1.51% | Q3 2026 | Oct 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 31,586 | 1,775 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copley Financial Group, Inc. | History | No change | 30,100 | 1,692 | 1.02% | 1.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,282 | 1,590 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,351 | 1,567 | 0.05% | 0.08% | 92 | -14,188 | -34.16% | Q3 2026 | Oct 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 26,252 | 1,504 | 0.37% | 0.36% | 93 | -87 | -0.33% | Q3 2026 | Oct 19, 2026 |
| Inspire Advisors, LLC | History | No change | 26,666 | 1,499 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 26,500 | 1,489 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 25,955 | 1,487 | 0.16% | 0.13% | 96 | +1,955 | 8.15% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 26,000 | 1,461 | 0.75% | 0.75% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | No change | 25,957 | 1,459 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 25,232 | 1,418 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hegarty Advisors, LLC | History | Added to | 24,428 | 1,399 | 0.86% | 0.89% | 100 | +1,403 | 6.09% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,013 | 1,376 | 0.01% | 0.01% | 101 | +2,068 | 9.42% | Q3 2026 | Oct 16, 2026 |
| Nikulski Financial, Inc. | History | No change | 24,140 | 1,357 | 0.29% | 0.29% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,891 | 1,342 | 0.0% | 0.0% | 103 | -3,648 | -13.25% | Q3 2026 | Oct 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,378 | 1,314 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 22,600 | 1,270 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 22,183 | 1,247 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Security National Bank | History | No change | 20,534 | 1,176 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Betterment LLC | History | No change | 20,822 | 1,171 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 20,830 | 1,171 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,621 | 1,159 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leo Wealth, LLC | History | New | 19,783 | 1,133 | 0.24% | — | 111 | +19,783 | New | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Added to | 19,654 | 1,126 | 0.0% | 0.0% | 112 | +3,125 | 18.91% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,997 | 1,124 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 19,322 | 1,107 | 0.1% | 0.05% | 114 | +9,125 | 89.49% | Q3 2026 | Nov 02, 2026 |
| LexAurum Advisors, LLC | History | No change | 19,021 | 1,090 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 18,500 | 1,040 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 18,291 | 1,028 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | Added to | 17,657 | 1,011 | 0.1% | 0.09% | 118 | +548 | 3.2% | Q3 2026 | Oct 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 17,884 | 1,005 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 17,502 | 1,003 | 0.43% | 0.42% | 120 | -400 | -2.23% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,402 | 997 | 0.0% | 0.0% | 121 | +2,256 | 14.9% | Q3 2026 | Oct 30, 2026 |
| Haven Private, LLC | History | New | 17,213 | 986 | 0.39% | — | 122 | +17,213 | New | Q3 2026 | Oct 27, 2026 |
| Envision Financial Transparency, LLC | History | No change | 17,435 | 980 | 0.84% | 0.84% | 123 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| IFG Advisory, LLC | History | No change | 17,319 | 973 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 16,803 | 914 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 16,183 | 909 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 15,672 | 898 | 0.2% | 0.27% | 127 | -6,165 | -28.23% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 15,796 | 888 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 15,742 | 885 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco BTG Pactual S.A. | History | No change | 15,543 | 873 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 15,054 | 862 | 0.02% | 0.02% | 131 | +363 | 2.47% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,926 | 839 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Headlands Technologies LLC | History | No change | 14,661 | 824 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobsen Capital Management | History | No change | 14,244 | 816 | 0.23% | 0.23% | 134 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 14,110 | 808 | 0.05% | 0.06% | 135 | -1,000 | -6.62% | Q3 2026 | Oct 09, 2026 |
| &PARTNERS | History | No change | 14,283 | 799 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 13,834 | 792 | 0.79% | 1.19% | 137 | -7,808 | -36.08% | Q3 2026 | Oct 20, 2026 |
| Anson Capital, Inc. | History | Added to | 13,717 | 786 | 0.51% | 0.49% | 138 | +287 | 2.14% | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | No change | 13,617 | 780 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 13,440 | 755 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,091 | 735 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,643 | 710 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 12,600 | 708 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 12,144 | 695 | 0.2% | 0.2% | 144 | +254 | 2.14% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,351 | 694 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 12,252 | 688 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 11,935 | 683 | 0.01% | — | 147 | +11,935 | New | Q3 2026 | Oct 22, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 11,961 | 677 | 0.11% | 0.09% | 148 | +3,487 | 41.15% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,880 | 667 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ignite Planners, LLC | History | Added to | 11,580 | 663 | 0.09% | 0.03% | 150 | +7,576 | 189.21% | Q3 2026 | Oct 14, 2026 |
| Rare Wolf Capital LLC | History | No change | 11,503 | 659 | 0.39% | 0.41% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TBH Global Asset Management, LLC | History | No change | 11,455 | 656 | 0.11% | 0.12% | 152 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,617 | 653 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,621 | 653 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,597 | 651 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,511 | 647 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 11,236 | 643 | 0.01% | 0.0% | 157 | +3,182 | 39.51% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,391 | 640 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICUS CAPITAL | History | Added to | 11,134 | 638 | 0.04% | 0.04% | 159 | +537 | 5.07% | Q3 2026 | Nov 05, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 11,212 | 630 | 0.59% | 0.59% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nadler Financial Group, Inc. | History | No change | 10,955 | 627 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,125 | 625 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,990 | 617 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turner Financial Group, Inc. | History | No change | 10,559 | 593 | 0.59% | 0.59% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,324 | 580 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 10,291 | 578 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | Added to | 9,793 | 561 | 0.43% | 0.41% | 167 | +679 | 7.45% | Q3 2026 | Oct 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,955 | 559 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Global Investments, LLC | History | No change | 9,702 | 556 | 0.45% | 0.45% | 169 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,685 | 555 | 0.01% | 0.01% | 171 | -123 | -1.25% | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO | History | No change | 9,410 | 555 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global View Capital Management LLC | History | Reduced | 9,608 | 550 | 0.12% | 0.15% | 172 | -2,961 | -23.56% | Q3 2026 | Oct 28, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,547 | 547 | 0.02% | 0.02% | 173 | -249 | -2.54% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,454 | 541 | 0.02% | 0.01% | 174 | +1,789 | 23.34% | Q3 2026 | Oct 27, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 9,400 | 538 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9,528 | 535 | 0.27% | 0.27% | 176 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Brookstone Capital Management | History | Reduced | 9,086 | 520 | 0.01% | 0.01% | 177 | -75 | -0.82% | Q3 2026 | Oct 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 9,026 | 517 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 9,197 | 517 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,004 | 516 | 0.01% | 0.01% | 180 | +633 | 7.56% | Q3 2026 | Oct 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,125 | 513 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,116 | 512 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,079 | 510 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,023 | 507 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,955 | 503 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fulcrum Equity Management | History | No change | 8,700 | 498 | 0.4% | 0.36% | 186 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Fortis Capital Management LLC | History | No change | 8,788 | 494 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 8,634 | 494 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,578 | 491 | 0.02% | 0.02% | 189 | +792 | 10.17% | Q3 2026 | Oct 20, 2026 |
| CWC Advisors, LLC. | History | Reduced | 8,246 | 472 | 0.22% | 0.22% | 190 | -481 | -5.51% | Q3 2026 | Oct 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,350 | 469 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 8,015 | 459 | 0.16% | 0.19% | 193 | -2,142 | -21.09% | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,219 | 459 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 7,926 | 454 | 0.0% | 0.01% | 194 | -450 | -5.37% | Q3 2026 | Oct 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,790 | 446 | 0.01% | 0.01% | 195 | -18 | -0.23% | Q3 2026 | Oct 22, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 7,709 | 433 | 0.19% | 0.19% | 196 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,553 | 432 | 0.04% | 0.04% | 197 | -55 | -0.72% | Q3 2026 | Oct 16, 2026 |
| BOS Asset Management, LLC | History | Reduced | 7,522 | 431 | 0.1% | 0.16% | 198 | -4,843 | -39.17% | Q3 2026 | Oct 09, 2026 |
| Arlington Trust Co LLC | History | No change | 7,500 | 429 | 0.03% | 0.04% | 199 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,473 | 428 | 0.01% | 0.01% | 201 | -1,017 | -11.98% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 7,614 | 428 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,589 | 426 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 7,369 | 422 | 0.04% | 0.04% | 203 | -237 | -3.12% | Q3 2026 | Oct 14, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 7,349 | 413 | 0.16% | 0.19% | 204 | -1,829 | -19.93% | Q3 2026 | Oct 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 7,320 | 411 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 7,162 | 410 | 0.1% | 0.08% | 206 | +1,095 | 18.05% | Q3 2026 | Oct 20, 2026 |
| Ervin Investment Management, LLC | History | No change | 7,100 | 406 | 0.22% | 0.22% | 207 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,045 | 404 | 0.0% | 0.0% | 208 | -396 | -5.32% | Q3 2026 | Nov 05, 2026 |
| Index Technologies Group LLC | History | No change | 7,069 | 397 | 0.32% | 0.32% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 6,928 | 389 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 6,896 | 387 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nemes Rush Group LLC | History | No change | 6,707 | 384 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 6,681 | 382 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| PFG Investments, LLC | History | No change | 6,726 | 378 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 6,565 | 376 | 0.05% | 0.08% | 215 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Savant Capital, LLC | History | No change | 6,378 | 358 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,319 | 355 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 6,104 | 349 | 0.01% | 0.02% | 218 | -6,487 | -51.52% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,106 | 349 | 0.01% | 0.01% | 219 | -22 | -0.36% | Q3 2026 | Oct 28, 2026 |
| Summit Financial, LLC | History | No change | 6,164 | 346 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,000 | 343 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,018 | 338 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | No change | 6,000 | 337 | 0.36% | 0.36% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,962 | 335 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 5,728 | 328 | 0.04% | 0.04% | 225 | +1 | 0.02% | Q3 2026 | Oct 29, 2026 |
| Blossom Wealth Management | History | Added to | 5,697 | 326 | 0.44% | 0.42% | 226 | +342 | 6.39% | Q3 2026 | Nov 03, 2026 |
| Bauman Advisory Group, LLC | History | No change | 5,693 | 326 | 0.16% | 0.17% | 227 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,764 | 324 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Corient Private Wealth LP | History | No change | 5,663 | 318 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gibbs Wealth Management | History | Reduced | 5,481 | 314 | 0.03% | 0.05% | 231 | -2,569 | -31.91% | Q3 2026 | Oct 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,598 | 314 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 5,377 | 308 | 0.03% | 0.21% | 232 | +1,592 | 42.06% | Q3 2026 | Oct 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 5,308 | 298 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,092 | 291 | 0.0% | 0.0% | 234 | +101 | 2.02% | Q3 2026 | Nov 04, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 5,023 | 287 | 0.06% | 0.05% | 235 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,054 | 284 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thompson David Blair | History | No change | 4,978 | 279 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wolff Financial Management LLC | History | No change | 4,859 | 278 | 0.06% | 0.05% | 238 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PATRON PARTNERS, LLC | History | No change | 4,911 | 276 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BKM Wealth Management, LLC | History | New | 4,755 | 272 | 0.09% | — | 243 | +4,755 | New | Q3 2026 | Oct 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,845 | 272 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,839 | 272 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,846 | 272 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 4,725 | 270 | 0.18% | 0.16% | 244 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Evercore Wealth Management, LLC | History | No change | 4,800 | 269 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 4,775 | 268 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 4,568 | 261 | 0.04% | 0.04% | 247 | +31 | 0.68% | Q3 2026 | Oct 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,537 | 260 | 0.07% | 0.06% | 248 | +498 | 12.33% | Q3 2026 | Nov 04, 2026 |
| North Forty Two & Co. | History | No change | 4,400 | 252 | 0.21% | 0.21% | 249 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,350 | 249 | 0.0% | — | 250 | +4,350 | New | Q3 2026 | Oct 21, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,330 | 248 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,346 | 244 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,208 | 241 | 0.0% | 0.0% | 253 | -320 | -7.07% | Q3 2026 | Nov 03, 2026 |
| Peak Financial Management, Inc. | History | Added to | 4,204 | 240 | 0.05% | 0.05% | 254 | +253 | 6.4% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,133 | 239 | 0.01% | 0.02% | 255 | -3,260 | -44.1% | Q3 2026 | Nov 02, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 4,245 | 238 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinson Value Management, Ltd. | History | No change | 4,170 | 238 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,232 | 237 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 4,229 | 237 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,176 | 234 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kelly Financial Services LLC | History | No change | 4,095 | 234 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 4,056 | 232 | 0.04% | 5.59% | 262 | -555,423 | -99.28% | Q3 2026 | Oct 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,040 | 231 | 0.06% | 0.06% | 264 | +178 | 4.61% | Q3 2026 | Oct 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,106 | 231 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TriaGen Wealth Management LLC | History | New | 4,000 | 229 | 0.06% | — | 266 | +4,000 | New | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,077 | 229 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,924 | 224 | 0.0% | 0.0% | 267 | +211 | 5.68% | Q3 2026 | Oct 21, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 3,891 | 223 | 0.02% | — | 269 | +3,891 | New | Q3 2026 | Oct 29, 2026 |
| Hamilton Capital, LLC | History | Reduced | 3,905 | 223 | 0.01% | 0.01% | 268 | -150 | -3.7% | Q3 2026 | Oct 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,817 | 218 | 0.0% | 0.01% | 270 | -3,000 | -44.01% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,890 | 218 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,881 | 218 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,879 | 218 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,764 | 215 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sincerus Advisory, LLC | History | No change | 3,740 | 214 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,699 | 211 | 0.01% | 0.22% | 276 | -78,220 | -95.48% | Q3 2026 | Nov 05, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 3,600 | 206 | 0.15% | 0.16% | 277 | -200 | -5.26% | Q3 2026 | Oct 27, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,656 | 205 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,642 | 204 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 3,543 | 203 | 0.08% | — | 281 | +3,543 | New | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,615 | 203 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Alliance, LLC | History | New | 3,518 | 201 | 0.09% | — | 282 | +3,518 | New | Q3 2026 | Oct 20, 2026 |
| McMillan Office, Inc. | History | No change | 3,000 | 168 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 2,812 | 158 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,622 | 150 | 0.0% | 0.0% | 285 | -314 | -10.69% | Q3 2026 | Oct 08, 2026 |
| Allied Private Wealth LLC | History | No change | 2,348 | 130 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Boreal Capital Management LLC | History | No change | 2,103 | 118 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,068 | 116 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S.A. Mason LLC | History | No change | 1,975 | 113 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,917 | 109 | 0.01% | 0.01% | 290 | +165 | 9.42% | Q3 2026 | Oct 26, 2026 |
| Vision Retirement, LLC | History | No change | 1,889 | 106 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,740 | 99 | 0.01% | — | 292 | +1,740 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,474 | 84 | 0.0% | 0.0% | 293 | -175 | -10.61% | Q3 2026 | Nov 04, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,430 | 80 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bravera Wealth | History | No change | 1,400 | 78 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 990 | 70 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,241 | 69 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 1,085 | 62 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SouthState Bank Corp | History | No change | 1,000 | 56 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | Reduced | 976 | 55 | 0.01% | 0.01% | 300 | -8 | -0.81% | Q3 2026 | Nov 05, 2026 |