Global X Funds - URA
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 | 8,415,711 | 367,766 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,533,412 | 329,210 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,151,983 | 181,441 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,424,865 | 149,666 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,193,964 | 140,310 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,180,274 | 138,977 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,297,331 | 100,393 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,244,151 | 98,572 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,246,753 | 98,183 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,973,007 | 86,220 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,820,258 | 79,545 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,264,000 | 55,237 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 918,674 | 40,146 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 849,140 | 37,112 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 636,858 | 27,830 | 1.07% | 1.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 552,455 | 24,142 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 522,862 | 22,849 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 502,509 | 21,959 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 459,726 | 20,090 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 455,817 | 19,919 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 446,800 | 19,525 | 0.39% | 0.39% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 436,004 | 19,053 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 453,502 | 18,072 | 1.43% | 1.53% | 23 | +1,484 | 0.33% | Q3 2026 | Oct 05, 2026 |
| Belvedere Trading LLC | History | No change | 412,536 | 18,027 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 407,410 | 17,803 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 393,120 | 17,179 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 392,271 | 17,142 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 379,820 | 16,387 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walleye Trading LLC | History | No change | 323,629 | 14,142 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 320,000 | 13,984 | 0.58% | 0.58% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 318,494 | 13,918 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avid Wealth Partners LLC | History | No change | 305,083 | 13,332 | 6.45% | 6.45% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 301,997 | 13,197 | 2.69% | 2.69% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 300,907 | 13,149 | 0.62% | 0.62% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 300,000 | 13,110 | 0.23% | 0.23% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melqart Asset Management (UK) Ltd | History | No change | 294,245 | 12,858 | 1.22% | 1.22% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 293,894 | 12,843 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 290,864 | 12,710 | 0.62% | 0.62% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 287,766 | 12,575 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 283,303 | 12,380 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | No change | 277,158 | 12,111 | 0.45% | 0.45% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 267,882 | 11,706 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 262,762 | 11,482 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Harbor Capital Management, LLC | History | No change | 260,000 | 11,362 | 11.69% | 11.69% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250,834 | 10,959 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 249,392 | 10,898 | 0.48% | 0.48% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 243,625 | 10,646 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mason & Associates Inc | History | No change | 237,713 | 10,388 | 1.68% | 1.68% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 232,607 | 10,164 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 226,355 | 9,893 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 225,920 | 9,847 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 212,506 | 9,286 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 198,935 | 8,693 | 2.05% | 2.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 190,933 | 8,344 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 189,469 | 8,279 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 185,100 | 8,088 | 1.19% | 1.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 183,685 | 8,027 | 0.52% | 0.52% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEAK6 LLC | History | No change | 164,183 | 7,174 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Investments, LLC | History | No change | 159,807 | 6,983 | 0.77% | 0.77% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Madrona Financial Services, LLC | History | No change | 155,430 | 6,792 | 1.25% | 1.25% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 155,075 | 6,663 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arosa Capital Management LP | History | No change | 150,000 | 6,555 | 1.17% | 1.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 145,243 | 6,347 | 2.64% | 2.64% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 139,375 | 6,090 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | No change | 137,015 | 5,987 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 136,746 | 5,975 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 136,392 | 5,960 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 134,751 | 5,888 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 133,000 | 5,755 | 0.48% | 0.33% | 69 | +71,000 | 114.52% | Q3 2026 | Oct 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 131,220 | 5,734 | 1.39% | 1.39% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 129,705 | 5,668 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 126,387 | 5,523 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 123,226 | 5,384 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 120,723 | 5,275 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 118,320 | 5,170 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 110,012 | 4,807 | 0.19% | 0.19% | 76 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 109,649 | 4,791 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 109,361 | 4,779 | 1.07% | 1.07% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 94,709 | 4,451 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIG BROKERAGE, LP | History | No change | 100,000 | 4,370 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 100,000 | 4,370 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 99,820 | 4,362 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 107,596 | 4,351 | 0.29% | 0.29% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 96,498 | 4,216 | 0.75% | 0.75% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 95,901 | 4,190 | 0.47% | 0.47% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 102,918 | 4,101 | 1.05% | 1.15% | 86 | +1,669 | 1.65% | Q3 2026 | Oct 06, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 93,000 | 4,064 | 1.9% | 1.9% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset One Wealth Management LLC | History | No change | 90,764 | 3,712 | 0.39% | 0.39% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Windmill Hill Asset Management Ltd | History | No change | 84,163 | 3,677 | 0.82% | 0.82% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 83,735 | 3,659 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 83,522 | 3,649 | 0.67% | 0.67% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 82,387 | 3,600 | 0.33% | 0.33% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREDIT AGRICOLE S A | History | No change | 82,321 | 3,597 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 88,517 | 3,461 | 0.69% | 0.69% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 78,955 | 3,450 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 78,614 | 3,435 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,469 | 3,405 | 0.02% | 0.02% | 97 | +12,498 | 17.13% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 76,977 | 3,363 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 76,241 | 3,331 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 74,404 | 3,251 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 72,174 | 3,154 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,464 | 3,136 | 0.26% | 0.26% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 71,627 | 3,130 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Eagle Strategies LLC | History | No change | 71,439 | 3,121 | 0.31% | 0.31% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freemont Management S.A. | History | No change | 70,000 | 3,059 | 2.96% | 2.96% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 69,663 | 3,044 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 69,138 | 3,021 | 1.32% | 1.32% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 66,933 | 2,925 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 64,393 | 2,813 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Group | History | No change | 63,815 | 2,788 | 0.26% | 0.26% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 63,398 | 2,770 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 63,067 | 2,756 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 61,262 | 2,676 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 60,860 | 2,659 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 60,407 | 2,639 | 1.78% | 1.78% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 59,441 | 2,597 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 58,662 | 2,563 | 0.7% | 0.7% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 56,036 | 2,448 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 54,477 | 2,381 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 54,007 | 2,360 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,585 | 2,341 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIXIS | History | No change | 53,469 | 2,336 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | No change | 52,176 | 2,280 | 0.94% | 0.94% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bridgelight Financial Advisors, Inc. | History | No change | 51,680 | 2,258 | 1.55% | 1.55% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRW Securities, LLC | History | No change | 51,042 | 2,230 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 50,258 | 2,196 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | No change | 50,000 | 2,185 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 48,387 | 2,114 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 48,302 | 2,110 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 47,636 | 2,081 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 46,888 | 2,048 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 46,647 | 2,038 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bleakley Financial Group, LLC | History | No change | 46,396 | 2,027 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 45,880 | 1,999 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 48,839 | 1,946 | 0.05% | 0.04% | 135 | +12,513 | 34.45% | Q3 2026 | Oct 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 43,848 | 1,916 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 43,629 | 1,906 | 0.94% | 0.94% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 42,805 | 1,871 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marex Group Ltd | History | No change | 42,214 | 1,844 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 40,819 | 1,783 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 40,591 | 1,772 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amitell Capital Pte Ltd | History | No change | 40,421 | 1,766 | 1.62% | 1.62% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McHugh Group, LLC | History | No change | 40,239 | 1,758 | 0.9% | 0.9% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Koa Wealth Management, LLC | History | No change | 39,900 | 1,743 | 1.19% | 1.19% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMART Wealth LLC | History | No change | 39,234 | 1,714 | 0.37% | 0.37% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 38,184 | 1,668 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | No change | 37,424 | 1,635 | 0.27% | 0.27% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 36,741 | 1,605 | 0.66% | 0.66% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| URS Advisory LLC | History | No change | 36,261 | 1,584 | 0.88% | 0.88% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 36,223 | 1,582 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 35,385 | 1,546 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 33,982 | 1,485 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 33,850 | 1,480 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARS Investment Partners, LLC | History | No change | 33,382 | 1,458 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | No change | 32,511 | 1,420 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 31,625 | 1,382 | 0.18% | 0.18% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 30,860 | 1,348 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 30,474 | 1,331 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savior LLC | History | No change | 30,260 | 1,322 | 3.79% | 3.79% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 29,380 | 1,283 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lewis Asset Management, LLC | History | No change | 29,286 | 1,279 | 0.45% | 0.45% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Moran Wealth Management, LLC | History | No change | 28,746 | 1,256 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 28,719 | 1,255 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 27,662 | 1,208 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 27,661 | 1,208 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Massar Capital Management, LP | History | No change | 27,464 | 1,200 | 0.12% | 0.12% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 27,292 | 1,192 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Balboa Wealth Partners | History | No change | 27,255 | 1,191 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 27,258 | 1,191 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Deuterium Capital Management, LLC | History | No change | 27,169 | 1,187 | 1.28% | 1.28% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gemmer Asset Management LLC | History | No change | 26,743 | 1,168 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 26,433 | 1,155 | 0.29% | 0.29% | 172 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Inspire Advisors, LLC | History | No change | 26,412 | 1,154 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,405 | 1,153 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | No change | 25,981 | 1,135 | 0.11% | 0.11% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 25,652 | 1,121 | 0.74% | 0.74% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Benson Wealth Management INC | History | No change | 25,440 | 1,111 | 1.12% | 1.12% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 25,361 | 1,108 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 25,228 | 1,102 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | No change | 25,183 | 1,100 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantitative Investment Management, LLC | History | No change | 25,155 | 1,099 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 25,025 | 1,093 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arrington Capital Management, LLC | History | No change | 25,000 | 1,092 | 0.67% | 0.67% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 16,702 | 1,092 | 1.31% | 1.31% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 24,778 | 1,082 | 0.32% | 0.32% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Investment Management, LLC | History | No change | 24,555 | 1,073 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guild Investment Management, Inc. | History | No change | 24,500 | 1,070 | 0.73% | 0.73% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 24,321 | 1,062 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 24,064 | 1,051 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 23,981 | 1,047 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 23,925 | 1,045 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 23,765 | 1,038 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 23,667 | 1,034 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 23,445 | 1,024 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Alteri Wealth LLC | History | No change | 23,433 | 1,024 | 0.28% | 0.28% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 23,323 | 1,019 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 22,796 | 996 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Innovative Advisory Group, LLC | History | No change | 22,715 | 992 | 0.75% | 0.75% | 198 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Capstone Capital Management Ltd | History | No change | 22,400 | 978 | 0.44% | 0.44% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jefferies Financial Group Inc. | History | No change | 22,033 | 962 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 21,993 | 961 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 21,410 | 935 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 20,826 | 910 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 20,812 | 909 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 20,766 | 907 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,684 | 903 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 20,503 | 895 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 20,455 | 893 | 0.57% | 0.57% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,212 | 883 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,071 | 877 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CSS LLC/IL | History | No change | 19,910 | 870 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 19,861 | 867 | 0.18% | 0.18% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY TRUST CO | History | No change | 19,607 | 856 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,325 | 844 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 19,087 | 834 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schorn Wealth LLC | History | No change | 19,024 | 831 | 0.22% | 0.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitlin John, LLC | History | No change | 18,979 | 829 | 0.45% | 0.45% | 217 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 18,784 | 820 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| X-Square Capital, LLC | History | No change | 18,500 | 808 | 0.21% | 0.21% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,444 | 806 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,429 | 805 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Berger Financial Group, Inc | History | No change | 18,443 | 805 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 18,137 | 788 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 18,035 | 788 | 0.37% | 0.37% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carrera Capital Advisors | History | No change | 18,043 | 788 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,970 | 785 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | Reduced | 19,698 | 784 | 0.44% | 0.57% | 227 | -5,195 | -20.87% | Q3 2026 | Oct 09, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 17,909 | 782 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 17,863 | 780 | 0.4% | 0.4% | 229 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 17,498 | 764 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 17,187 | 751 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,526 | 722 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Alpha, LLC | History | No change | 16,114 | 704 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WT Wealth Management | History | No change | 15,798 | 690 | 0.19% | 0.19% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diametric Capital, LP | History | No change | 15,650 | 683 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 15,453 | 675 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,300 | 668 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 15,213 | 664 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 15,000 | 655 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 14,736 | 643 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Reduced | 15,922 | 634 | 0.05% | 0.06% | 241 | -1,021 | -6.03% | Q3 2026 | Oct 07, 2026 |
| BIP Wealth, LLC | History | No change | 14,377 | 628 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,385 | 628 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sage Capital Management, LLC | History | No change | 14,335 | 626 | 0.24% | 0.24% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIL Ltd | History | No change | 14,304 | 625 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palumbo Wealth Management LLC | History | No change | 14,321 | 625 | 0.13% | 0.13% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 14,081 | 615 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 14,000 | 611 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 13,970 | 610 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CMC Financial Group | History | No change | 13,793 | 602 | 1.17% | 1.17% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,603 | 594 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Financial Group LLC | History | No change | 13,559 | 592 | 0.21% | 0.21% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 13,111 | 572 | 0.16% | 0.16% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 13,105 | 572 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E&G Advisors, LLC | History | No change | 13,012 | 568 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 12,956 | 566 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,951 | 565 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,878 | 562 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 12,862 | 562 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,859 | 561 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sava Infond d.o.o. | History | No change | 12,800 | 559 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Scientech Research LLC | History | No change | 12,767 | 557 | 0.45% | 0.45% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,535 | 547 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | No change | 12,500 | 546 | 0.7% | 0.7% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 12,500 | 546 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 12,406 | 542 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,349 | 539 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 12,215 | 533 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 12,054 | 526 | 0.09% | 0.09% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UMB Bank, n.a. | History | No change | 12,000 | 524 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 11,934 | 521 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,865 | 518 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 11,719 | 512 | 0.13% | 0.13% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11,722 | 512 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rathbones Group PLC | History | No change | 11,674 | 510 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 11,388 | 497 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 11,335 | 495 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 11,299 | 493 | 0.22% | 0.22% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 11,163 | 487 | 0.19% | 0.19% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forum Finance Group S.A. | History | No change | 13,526 | 478 | 0.17% | 0.17% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 10,922 | 477 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | No change | 10,741 | 469 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 10,621 | 464 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 10,512 | 459 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,485 | 458 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 10,445 | 456 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Advisors, LLC | History | No change | 10,438 | 456 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,406 | 454 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,326 | 451 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 10,158 | 443 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,124 | 442 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.Safra Asset Management Corp | History | No change | 10,100 | 441 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 10,068 | 439 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 10,054 | 439 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 10,622 | 423 | 0.17% | — | 295 | +10,622 | New | Q3 2026 | Oct 08, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,500 | 415 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 9,432 | 412 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 9,294 | 406 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owen LaRue, LLC | History | No change | 9,200 | 402 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 9,147 | 399 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,068 | 396 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 8,976 | 392 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | No change | 8,709 | 380 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banco Santander, S.A. | History | No change | 8,559 | 374 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lauer Wealth, LLC | History | No change | 9,007 | 374 | 0.22% | 0.22% | 305 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHARPEPOINT LLC | History | No change | 8,501 | 371 | 0.19% | 0.19% | 306 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 8,350 | 364 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Formidable Asset Management, LLC | History | No change | 7,460 | 361 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lane Generational LLC | History | No change | 8,266 | 361 | 0.32% | 0.32% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 8,184 | 357 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,102 | 354 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,089 | 353 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Endowment Management, LP | History | No change | 8,000 | 350 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,967 | 348 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,939 | 346 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 7,815 | 341 | 0.09% | 0.09% | 316 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lansing Street Advisors | History | No change | 7,719 | 337 | 0.07% | 0.07% | 317 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 7,700 | 336 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 7,667 | 335 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IPG Investment Advisors LLC | History | No change | 7,600 | 332 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 7,550 | 329 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,247 | 328 | 0.08% | 0.09% | 323 | -100 | -1.2% | Q3 2026 | Oct 08, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 7,509 | 328 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,526 | 328 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,453 | 325 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,434 | 324 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,415 | 324 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,382 | 322 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 7,344 | 320 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,763 | 309 | 0.01% | 0.01% | 330 | +638 | 8.95% | Q3 2026 | Oct 08, 2026 |
| NWAM LLC | History | No change | 6,994 | 305 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pallas Capital Advisors LLC | History | No change | 6,874 | 300 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspen Investment Management Inc | History | No change | 6,820 | 298 | 0.08% | 0.08% | 333 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 6,745 | 294 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 6,703 | 292 | 0.13% | 0.13% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | No change | 6,541 | 285 | 0.09% | 0.09% | 336 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6,420 | 280 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 6,329 | 276 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,310 | 275 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 6,250 | 273 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,216 | 271 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOMURA HOLDINGS INC | History | No change | 6,200 | 270 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,177 | 269 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 6,132 | 267 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 6,090 | 266 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vectors Research Management, LLC | History | No change | 6,092 | 266 | 0.07% | 0.07% | 346 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIH Partners, LLLP | History | No change | 6,092 | 266 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 6,023 | 263 | 0.25% | 0.25% | 348 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,000 | 262 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,971 | 260 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 5,927 | 259 | 0.08% | 0.08% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 5,921 | 258 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | No change | 5,716 | 249 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds, LLC. | History | No change | 1,656 | 248 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,695 | 248 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EWA, LLC | History | No change | 5,658 | 247 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 5,609 | 245 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 5,567 | 243 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,540 | 242 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,532 | 241 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,512 | 240 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 5,457 | 238 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Counsel, LLC | History | No change | 5,428 | 237 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,401 | 236 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 5,400 | 235 | 0.07% | 0.07% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 5,366 | 234 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 5,347 | 233 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,300 | 231 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 5,266 | 230 | 0.09% | 0.09% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Saxony Capital Management, LLC | History | No change | 5,222 | 228 | 0.1% | 0.1% | 370 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,177 | 225 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kassira Wealth Management LLC | History | No change | 5,132 | 224 | 0.18% | 0.18% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 5,119 | 223 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 5,038 | 220 | 0.05% | 0.05% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 5,000 | 219 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,000 | 218 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,951 | 216 | 0.09% | 0.09% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,881 | 213 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 4,870 | 212 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,811 | 210 | 0.07% | 0.07% | 380 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 4,814 | 210 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Krilogy Financial LLC | History | No change | 4,780 | 208 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elm Partners Management LLC | History | No change | 4,687 | 204 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,643 | 202 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Apella Capital, LLC | History | New | 5,036 | 201 | 0.0% | — | 386 | +5,036 | New | Q3 2026 | Oct 08, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,608 | 201 | 0.06% | 0.06% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 4,704 | 196 | 0.09% | 0.09% | 387 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,395 | 192 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,183 | 182 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | No change | 4,159 | 181 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 3,877 | 169 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | No change | 4,139 | 164 | 0.01% | 0.02% | 392 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 3,700 | 161 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,574 | 156 | 0.12% | 0.12% | 394 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,309 | 145 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 144,818 | 144 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,221 | 141 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 3,200 | 139 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Planning Strategies Inc. | History | No change | 3,452 | 137 | 0.08% | 0.09% | 399 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,063 | 134 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 3,000 | 131 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,209 | 127 | 0.0% | 0.0% | 402 | -357 | -10.01% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,847 | 124 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,713 | 118 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 2,632 | 115 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NCP Inc. | History | No change | 2,500 | 109 | 0.15% | 0.15% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 2,473 | 108 | 0.06% | 0.06% | 407 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FMR LLC | History | No change | 2,426 | 106 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 2,387 | 104 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 2,370 | 103 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,301 | 100 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 6,780 | 99 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,264 | 98 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,223 | 97 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,200 | 96 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | No change | 2,191 | 95 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,000 | 87 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,870 | 81 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,778 | 77 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Realta Investment Advisors | History | No change | 1,775 | 77 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,675 | 73 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,585 | 69 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axiom Investment Management LLC | History | No change | 1,500 | 65 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 1,499 | 65 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAYBAN | History | No change | 1,500 | 65 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Core Capital Management & Research, inc. | History | No change | 1,400 | 64 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,433 | 62 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,413 | 61 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,485 | 59 | 0.0% | 0.0% | 429 | -30 | -1.98% | Q3 2026 | Oct 09, 2026 |
| Index Technologies Group LLC | History | No change | 1,291 | 56 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,172 | 51 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Luminist Capital LLC | History | No change | 1,152 | 50 | 0.06% | 0.06% | 432 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,122 | 49 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,060 | 46 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Management LLC | History | No change | 1,000 | 44 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 1,009 | 44 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,000 | 43 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 1,000 | 43 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 904 | 43 | 0.03% | 0.03% | 439 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,000 | 43 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 943 | 41 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Centerpoint Advisors, LLC | History | No change | 850 | 37 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 818 | 35 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | No change | 786 | 34 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 762 | 33 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 761 | 33 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 750 | 32 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 675 | 30 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 677 | 29 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Manchester Capital Management LLC | History | No change | 660 | 28 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 661 | 28 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 657 | 28 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concord Wealth Partners | History | No change | 656 | 28 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avalon Trust Co | History | No change | 600 | 26 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 600 | 26 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caldwell Trust Co | History | No change | 600 | 26 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,106 | 26 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 600 | 24 | 0.0% | 0.0% | 458 | -1,120 | -65.12% | Q3 2026 | Oct 02, 2026 |
| Spire Wealth Management | History | No change | 550 | 24 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 535 | 23 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gould Capital, LLC | History | No change | 535 | 23 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Persistent Asset Partners Ltd | History | No change | 536 | 23 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 550 | 21 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Hyposwiss Advisors SA | History | No change | 500 | 21 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 472 | 20 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | No change | 500 | 19 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 452 | 19 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 423 | 18 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 426 | 18 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUMMER ROAD LLC | History | No change | 419 | 18 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 422 | 18 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 385 | 16 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 355 | 15 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 355 | 15 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | No change | 316 | 14 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 281 | 12 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 279 | 12 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 280 | 12 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 282 | 12 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allied Private Wealth LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sankala Group LLC | History | No change | 267 | 11 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 244 | 10 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 246 | 10 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Purpose Unlimited Inc. | History | No change | 244 | 10 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 226 | 9 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 208 | 9 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Osbon Capital Management LLC | History | No change | 208 | 9 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 226 | 9 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 192 | 8 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 191 | 8 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Armor Investment Advisors, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WPG Advisers, LLC | History | No change | 203 | 8 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARD ASSOCIATES INC | History | No change | 178 | 7 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 178 | 7 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 159 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 121 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 117 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rakuten Securities, Inc. | History | No change | 129 | 5 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kilter Group LLC | History | No change | 127 | 5 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBH Bank | History | No change | 130 | 5 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 110 | 4 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 77 | 3 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 47 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financially Speaking Inc | History | No change | 53 | 2 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacifica Partners Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RMG Wealth Management LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Global Investments, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -52,715 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bangor Savings Bank | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q3 2026 | Oct 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 3,887 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aspect Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Wealth Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |