Brookfield Renewable Partners L.P. - BEP
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | History | No change | 81,306,719 | 2,823,782 | 3.67% | 3.67% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,793,939 | 548,523 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,149,658 | 282,318 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 7,616,731 | 264,121 | 0.19% | 0.19% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 6,797,319 | 236,070 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 7,442,593 | 209,434 | 0.11% | 0.17% | 6 | -2,789,758 | -27.26% | Q3 2026 | Nov 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 4,706,519 | 162,942 | 0.31% | 0.31% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3,834,560 | 133,174 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 3,470,804 | 120,112 | 0.26% | 0.26% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 3,041,490 | 105,431 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,003,137 | 103,761 | 0.39% | 0.39% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,789,259 | 96,636 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,745,280 | 94,525 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,219,312 | 76,719 | 0.57% | 0.57% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,017,453 | 70,066 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 2,010,658 | 69,593 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,955,423 | 67,911 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,697,893 | 58,967 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,400,731 | 48,885 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,334,163 | 38,200 | 0.16% | 0.14% | 20 | +319,615 | 31.5% | Q3 2026 | Nov 03, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 1,218,947 | 34,331 | 1.04% | 0.68% | 21 | +528,900 | 76.65% | Q3 2026 | Nov 03, 2026 |
| Oak Grove Capital LLC | History | Added to | 1,202,100 | 33,827 | 1.53% | 1.16% | 22 | +502,300 | 71.78% | Q3 2026 | Oct 09, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 935,316 | 32,431 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,125,447 | 31,985 | 0.08% | 0.1% | 24 | +53,316 | 4.97% | Q3 2026 | Oct 16, 2026 |
| SIG North Trading, ULC | History | No change | 910,478 | 31,620 | 0.58% | 0.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 902,926 | 31,358 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 1,000,841 | 28,254 | 0.01% | 0.01% | 27 | +67,254 | 7.2% | Q3 2026 | Nov 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 760,299 | 26,405 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 756,757 | 26,282 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 736,419 | 25,510 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOWEN HANES & CO INC | History | No change | 780,705 | 25,482 | 0.62% | 0.62% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 658,811 | 22,731 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 596,554 | 20,718 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 591,888 | 20,504 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 574,669 | 19,958 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 507,717 | 17,633 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 475,615 | 16,487 | 0.63% | 0.63% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | History | Reduced | 407,511 | 16,333 | 1.6% | 2.04% | 38 | -14,514 | -3.44% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 414,600 | 14,399 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 404,122 | 14,035 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 388,000 | 13,475 | 0.46% | 0.46% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 380,045 | 13,198 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 352,291 | 12,235 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 330,760 | 11,487 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 325,247 | 11,267 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 341,845 | 9,608 | 0.05% | 0.06% | 46 | -1,200 | -0.35% | Q3 2026 | Oct 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 271,327 | 9,423 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 328,308 | 9,268 | 0.07% | 0.09% | 48 | -7,825 | -2.33% | Q3 2026 | Nov 04, 2026 |
| Rempart Asset Management Inc. | History | No change | 265,247 | 9,179 | 1.88% | 1.88% | 49 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| COMMERCE BANK | History | No change | 231,375 | 8,035 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 274,370 | 7,720 | 0.26% | 0.33% | 51 | -16,030 | -5.52% | Q3 2026 | Nov 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 209,834 | 7,287 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 198,536 | 6,895 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Northern Right Capital Management, L.P. | History | No change | 179,871 | 6,246 | 1.85% | 1.85% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 170,000 | 5,904 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Groupe la Francaise | History | No change | 159,894 | 5,554 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 145,380 | 5,054 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 142,079 | 4,934 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Partners Inc. | History | New | 167,244 | 4,721 | 0.42% | — | 59 | +167,244 | New | Q3 2026 | Oct 21, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 122,930 | 4,269 | 0.27% | 0.27% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tacita Capital Inc | History | No change | 108,580 | 3,757 | 2.04% | 2.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 131,804 | 3,708 | 2.02% | 2.47% | 62 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Alpine Global Management, LLC | History | No change | 100,000 | 3,473 | 0.56% | 0.56% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gold Investment Management Ltd. | History | Added to | 110,904 | 3,123 | 0.87% | 1.01% | 64 | +3,689 | 3.44% | Q3 2026 | Oct 19, 2026 |
| MAI Capital Management | History | No change | 88,757 | 3,082 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 81,445 | 2,823 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 79,344 | 2,755 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 73,334 | 2,546 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 73,445 | 2,545 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 72,954 | 2,533 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 89,075 | 2,506 | 1.08% | 1.33% | 71 | -1,074 | -1.19% | Q3 2026 | Oct 07, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 84,558 | 2,379 | 0.17% | 0.19% | 72 | +5,456 | 6.9% | Q3 2026 | Nov 03, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 68,436 | 2,376 | 0.26% | 0.26% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BCV Asset Management Inc. | History | No change | 67,889 | 2,366 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 66,585 | 2,312 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 65,400 | 2,271 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 64,566 | 2,242 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sky Investment Group LLC | History | New | 71,600 | 2,014 | 0.22% | — | 78 | +71,600 | New | Q3 2026 | Oct 30, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 55,512 | 1,921 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 49,350 | 1,713 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 48,242 | 1,675 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 47,700 | 1,654 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFE Investment Counsel | History | Reduced | 58,547 | 1,647 | 0.22% | 0.3% | 83 | -5,588 | -8.71% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 46,324 | 1,608 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 55,763 | 1,570 | 0.0% | 0.0% | 85 | -3,482 | -5.88% | Q3 2026 | Nov 02, 2026 |
| Deltroit Asset Management (UK) LLP | History | No change | 44,775 | 1,555 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 43,247 | 1,501 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 42,861 | 1,488 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 42,339 | 1,470 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 50,688 | 1,426 | 0.01% | 0.01% | 90 | +12,713 | 33.48% | Q3 2026 | Oct 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 37,073 | 1,287 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 36,999 | 1,284 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 35,132 | 1,220 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 32,860 | 1,141 | 0.25% | 0.25% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Management Corp of Ontario | History | No change | 32,453 | 1,127 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,950 | 1,040 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 30,000 | 1,040 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 29,138 | 1,011 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,085 | 975 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,717 | 949 | 0.0% | 0.0% | 100 | -5,963 | -15.03% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 27,126 | 942 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Group Ltd | History | No change | 26,780 | 927 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 30,080 | 846 | 0.01% | 0.01% | 103 | +80 | 0.27% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 23,991 | 833 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 28,901 | 816 | 0.05% | 0.06% | 105 | -496 | -1.69% | Q3 2026 | Oct 21, 2026 |
| Walter Public Investments Inc. | History | No change | 23,000 | 796 | 0.19% | 0.19% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,839 | 793 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 27,068 | 775 | 0.01% | 0.01% | 108 | +502 | 1.89% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 27,068 | 775 | 0.01% | 0.01% | 109 | +502 | 1.89% | Q3 2026 | Oct 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 22,291 | 774 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,124 | 733 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baldwin Investment Management, LLC | History | No change | 20,949 | 727 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,108 | 706 | 0.0% | 0.0% | 113 | +119 | 0.48% | Q3 2026 | Nov 02, 2026 |
| Adalta Capital Management LLC | History | No change | 18,601 | 646 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Investment Counsel LLC | History | No change | 21,925 | 616 | 0.61% | 0.76% | 115 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,392 | 604 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | No change | 16,841 | 584 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Lake Advisory, LLC | History | No change | 20,175 | 567 | 0.21% | 0.25% | 118 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BRIGHTON JONES LLC | History | New | 18,098 | 509 | 0.01% | — | 119 | +18,098 | New | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,928 | 504 | 0.01% | 0.01% | 120 | +574 | 3.31% | Q3 2026 | Oct 23, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 14,128 | 489 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 9,776 | 480 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tyche Wealth Partners LLC | History | No change | 13,450 | 467 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,425 | 466 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,775 | 443 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12,681 | 440 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Care LLC | History | No change | 12,591 | 437 | 0.35% | 0.35% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 12,254 | 425 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 11,992 | 415 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 11,632 | 403 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ketron Financial | History | No change | 11,292 | 392 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,954 | 380 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 10,798 | 375 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 10,225 | 355 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 10,207 | 355 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | Added to | 12,395 | 351 | 0.11% | 0.12% | 136 | +300 | 2.48% | Q3 2026 | Oct 08, 2026 |
| S&CO INC | History | No change | 10,000 | 347 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 9,483 | 329 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIROVA | History | No change | 9,322 | 323 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burford Brothers, Inc. | History | No change | 11,472 | 322 | 0.12% | 0.15% | 140 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,095 | 316 | 0.01% | 0.0% | 141 | +4,674 | 72.79% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,118 | 316 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triasima Portfolio Management inc. | History | New | 11,130 | 314 | 0.04% | — | 143 | +11,130 | New | Q3 2026 | Oct 15, 2026 |
| Clearstead Trust, LLC | History | No change | 8,866 | 307 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterfront Wealth Inc. | History | No change | 10,637 | 301 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,105 | 281 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,944 | 279 | 0.0% | 0.0% | 147 | +871 | 9.6% | Q3 2026 | Nov 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,924 | 275 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,600 | 270 | 0.01% | 0.01% | 149 | +1 | 0.01% | Q3 2026 | Oct 23, 2026 |
| Cannell & Spears LLC | History | No change | 7,720 | 268 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,379 | 263 | 0.0% | 0.0% | 151 | -1,256 | -11.81% | Q3 2026 | Nov 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 9,262 | 260 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,476 | 260 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 7,375 | 256 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dempze Nancy E | History | No change | 7,250 | 251 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 7,190 | 249 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| &PARTNERS | History | No change | 7,032 | 244 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,031 | 244 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,938 | 240 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | No change | 8,561 | 240 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 8,356 | 235 | 0.05% | 0.06% | 161 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Corient IA LP | History | No change | 6,670 | 231 | 0.21% | 0.21% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,325 | 223 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baskin Financial Services Inc. | History | No change | 7,500 | 211 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 6,000 | 208 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 6,000 | 208 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 5,857 | 203 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 7,201 | 202 | 0.01% | 0.02% | 168 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,760 | 200 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,733 | 199 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,550 | 192 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 6,410 | 180 | 0.05% | 0.06% | 172 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 4,895 | 170 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,895 | 165 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 5,475 | 154 | 0.15% | — | 175 | +5,475 | New | Q3 2026 | Oct 19, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 4,000 | 138 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,741 | 133 | 0.0% | — | 177 | +4,741 | New | Q3 2026 | Nov 04, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 3,500 | 114 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,974 | 111 | 0.0% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,362 | 94 | 0.01% | 0.01% | 180 | +78 | 2.38% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,240 | 77 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,202 | 76 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,100 | 72 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Added to | 2,460 | 69 | 0.0% | 0.0% | 185 | +757 | 44.45% | Q3 2026 | Oct 08, 2026 |
| Avalon Trust Co | History | No change | 2,000 | 69 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MADDEN SECURITIES Corp | History | New | 2,125 | 59 | 0.02% | — | 188 | +2,125 | New | Q3 2026 | Oct 27, 2026 |
| CENTRAL TRUST Co | History | No change | 1,700 | 59 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triumph Capital Management | History | No change | 2,120 | 59 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hilltop National Bank | History | Added to | 2,030 | 57 | 0.01% | 0.01% | 190 | +200 | 10.93% | Q3 2026 | Oct 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 2,057 | 57 | 0.02% | 0.03% | 189 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,490 | 51 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,800 | 50 | 0.0% | — | 192 | +1,800 | New | Q3 2026 | Oct 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 45,509 | 45 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,561 | 43 | 0.01% | 0.0% | 195 | +548 | 54.1% | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 1,241 | 43 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 810 | 39 | 0.0% | 0.0% | 196 | +120 | 17.39% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,073 | 37 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,065 | 36 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,018 | 35 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 950 | 32 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 945 | 32 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 900 | 31 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 1,000 | 28 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 940 | 26 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 839 | 23 | 0.0% | 0.0% | 206 | +389 | 86.44% | Q3 2026 | Oct 30, 2026 |
| Vision Retirement, LLC | History | No change | 666 | 23 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independence Bank of Kentucky | History | New | 750 | 21 | 0.0% | — | 207 | +750 | New | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 600 | 20 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 675 | 18 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | No change | 621 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 17 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 599 | 16 | 0.0% | — | 212 | +599 | New | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 465 | 13 | 0.0% | 0.0% | 213 | +3 | 0.65% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 382 | 13 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 354 | 12 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 400 | 11 | 0.0% | — | 217 | +400 | New | Q3 2026 | Oct 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 318 | 11 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 325 | 9 | 0.0% | — | 221 | +325 | New | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 278 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 267 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 270 | 9 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,500 | 8 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 297 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Caldwell Trust Co | History | No change | 300 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Tidemark, LLC | History | No change | 225 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 190 | 6 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 148 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 200 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 174 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Financial Perspectives, Inc | History | No change | 150 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Next Level Wealth Planning, LLC | History | New | 142 | 3 | 0.0% | — | 237 | +142 | New | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 93 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 129 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 239 | +32 | 74.42% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MATHER GROUP, LLC. | History | New | 60 | 1 | 0.0% | — | 248 | +60 | New | Q3 2026 | Oct 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 25 | 1 | 0.0% | — | 247 | +25 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 50 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NVWM, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| West Branch Capital LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SWAN Capital LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NIGHTVIEW CAPITAL, LLC | History | Closed out | 0 | 0 | — | 4.48% | — | -172,167 | -100.0% | Q3 2026 | Oct 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,015 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,723 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -7,554 | -100.0% | Q3 2026 | Oct 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,951 | -100.0% | Q3 2026 | Oct 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -6,788 | -100.0% | Q3 2026 | Oct 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,649 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,555 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,281 | -100.0% | Q3 2026 | Nov 04, 2026 |
| JCIC Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,039 | -100.0% | Q3 2026 | Oct 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Byrne Asset Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| BlackRock, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |