Bitwise Bitcoin ETF - BITB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ParaFi Capital LP | History | No change | 1,700,000 | 54,162 | 14.99% | 13.54% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,382,154 | 44,035 | 0.01% | 0.01% | 2 | +362,537 | 35.56% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,145,512 | 36,496 | 0.13% | 0.59% | 3 | -1,140,000 | -49.88% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 937,917 | 29,882 | 1.87% | 2.34% | 4 | +3,670 | 0.39% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 907,760 | 28,921 | 0.01% | 0.02% | 5 | -21,126 | -2.27% | Q2 2026 | Aug 07, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 598,360 | 19,063 | 7.05% | 8.18% | 6 | +21,149 | 3.66% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 523,820 | 16,688 | 0.0% | 0.0% | 7 | +442,620 | 545.1% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 495,604 | 15,789 | 0.18% | 0.15% | 8 | +330,218 | 199.67% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 367,124 | 11,696 | 0.0% | 0.01% | 9 | -605,725 | -62.26% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 348,733 | 11,110 | 0.02% | 0.03% | 10 | +46,573 | 15.41% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 348,592 | 11,106 | 0.0% | 0.0% | 11 | -487,406 | -58.3% | Q2 2026 | Aug 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 336,325 | 10,715 | 0.65% | 0.76% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 336,325 | 10,715 | 0.89% | 1.13% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 329,963 | 10,512 | 0.75% | 0.9% | 14 | +26,789 | 8.84% | Q2 2026 | Jul 16, 2026 |
| CWM, LLC | History | No change | 282,917 | 10,414 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 323,226 | 10,297 | 0.73% | 0.06% | 16 | +304,392 | 1616.18% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 315,545 | 10,053 | 0.0% | 0.0% | 17 | +98,638 | 45.47% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 304,155 | 9,690 | 0.62% | 0.7% | 18 | +55,195 | 22.17% | Q2 2026 | Jul 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 300,579 | 9,576 | 1.99% | 1.4% | 19 | +118,393 | 64.98% | Q2 2026 | Aug 04, 2026 |
| Refined Wealth Management | History | Added to | 251,344 | 8,007 | 4.83% | 5.71% | 20 | +5,651 | 2.3% | Q2 2026 | Jul 21, 2026 |
| Crumly & Associates Inc. | History | Reduced | 249,044 | 7,934 | 1.52% | 1.98% | 21 | -7,157 | -2.79% | Q2 2026 | Jul 08, 2026 |
| Fielder Capital Group LLC | History | Added to | 247,167 | 7,874 | 1.7% | 1.64% | 22 | +42,373 | 20.69% | Q2 2026 | Aug 06, 2026 |
| Atomic Invest LLC | History | Added to | 239,200 | 7,832 | 0.69% | 3.03% | 23 | +61,224 | 34.4% | Q2 2026 | Sep 25, 2026 |
| MORGAN STANLEY | History | Reduced | 234,709 | 7,477 | 0.0% | 0.0% | 24 | -220,922 | -48.49% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 231,959 | 7,390 | 0.06% | 0.07% | 25 | +7,266 | 3.23% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 201,033 | 6,404 | 0.0% | 0.0% | 26 | +32,933 | 19.59% | Q2 2026 | Sep 02, 2026 |
| Virtu Financial LLC | History | Added to | 185,282 | 5,903 | 0.19% | 0.07% | 27 | +137,162 | 285.04% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 180,979 | 5,765 | 0.0% | 0.0% | 28 | -40,374 | -18.24% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 174,041 | 5,544 | 0.03% | 0.04% | 29 | -16,576 | -8.7% | Q2 2026 | Aug 13, 2026 |
| Avenir Tech Ltd | History | No change | 173,163 | 5,516 | 0.82% | 0.81% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 167,659 | 5,342 | 0.51% | 0.58% | 31 | +26,738 | 18.97% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,510 | 5,337 | 0.01% | 0.02% | 32 | -9,701 | -5.47% | Q2 2026 | Jul 27, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 165,096 | 5,259 | 0.61% | 0.91% | 33 | -13,645 | -7.63% | Q2 2026 | Jul 21, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 155,362 | 4,949 | 2.45% | 1.09% | 34 | +19,658 | 14.49% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 153,810 | 4,900 | 4.11% | 6.54% | 35 | -14,458 | -8.59% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 152,856 | 4,869 | 0.84% | 1.04% | 36 | +9,094 | 6.33% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Added to | 140,837 | 4,487 | 2.33% | 3.1% | 37 | +4,567 | 3.35% | Q2 2026 | Jul 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 134,567 | 4,288 | 0.03% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 121,306 | 3,864 | 0.04% | 0.05% | 40 | +11,012 | 9.98% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 121,283 | 3,864 | 0.0% | 0.0% | 39 | +5,859 | 5.08% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 120,895 | 3,851 | 0.01% | 0.01% | 41 | +22,414 | 22.76% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 118,044 | 3,760 | 0.02% | 0.03% | 42 | -38,639 | -24.66% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 116,988 | 3,727 | 0.03% | 0.0% | 43 | +109,118 | 1386.51% | Q2 2026 | Aug 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 114,940 | 3,661 | 0.02% | 0.04% | 44 | +28,056 | 32.29% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | Added to | 114,140 | 3,636 | 0.06% | 0.06% | 45 | +29,558 | 34.95% | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 111,973 | 3,567 | 0.14% | 0.18% | 46 | +451 | 0.4% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 111,402 | 3,549 | 0.01% | 0.01% | 47 | +2,107 | 1.93% | Q2 2026 | Aug 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 111,395 | 3,549 | 0.78% | 1.04% | 48 | -1,768 | -1.56% | Q2 2026 | Jul 29, 2026 |
| Innovative Advisory Group, LLC | History | Reduced | 108,452 | 3,455 | 2.62% | 3.58% | 49 | -10,030 | -8.47% | Q2 2026 | Sep 21, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 98,102 | 3,125 | 0.6% | 0.77% | 50 | +564 | 0.58% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 88,276 | 3,063 | 0.01% | 0.01% | 51 | -24,501 | -21.73% | Q2 2026 | Jul 15, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 96,018 | 3,059 | 2.14% | 2.87% | 52 | +3,509 | 3.79% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 92,895 | 2,959 | 0.0% | 0.0% | 53 | -19,656 | -17.46% | Q2 2026 | Aug 11, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 92,543 | 2,948 | 1.45% | 1.7% | 54 | +13,267 | 16.74% | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 83,840 | 2,671 | 0.15% | 0.21% | 55 | -6,286 | -6.97% | Q2 2026 | Jul 31, 2026 |
| Qube Research & Technologies Ltd | History | New | 78,888 | 2,513 | 0.0% | — | 56 | +78,888 | New | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 78,459 | 2,499 | 0.03% | 0.04% | 57 | +1,766 | 2.3% | Q2 2026 | Jul 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 76,459 | 2,435 | 0.49% | 0.7% | 58 | +2,290 | 3.09% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 76,381 | 2,433 | 0.0% | 0.0% | 59 | -2,383 | -3.03% | Q2 2026 | Aug 05, 2026 |
| Balance Wealth Partners LLC | History | Added to | 75,728 | 2,412 | 0.64% | 0.8% | 60 | +5,538 | 7.89% | Q2 2026 | Jul 21, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 71,393 | 2,274 | 0.9% | 1.2% | 61 | +938 | 1.33% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 70,826 | 2,256 | 0.01% | 0.01% | 62 | +12,080 | 20.56% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 68,226 | 2,173 | 0.0% | 0.0% | 63 | -5,561 | -7.54% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 65,712 | 2,151 | 0.0% | 0.0% | 64 | +17,454 | 36.17% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 65,364 | 2,082 | 0.5% | 0.64% | 65 | -2,703 | -3.97% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 63,129 | 2,011 | 0.07% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | Added to | 61,918 | 1,972 | 0.27% | 0.24% | 67 | +18,297 | 41.95% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Reduced | 59,252 | 1,887 | 0.0% | 0.0% | 68 | -2,478 | -4.01% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 58,857 | 1,875 | 0.06% | 0.08% | 69 | +1,505 | 2.62% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 56,730 | 1,807 | 0.03% | 0.03% | 70 | +8,618 | 17.91% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 56,641 | 1,804 | 0.02% | 0.03% | 71 | -3,854 | -6.37% | Q2 2026 | Aug 10, 2026 |
| Signature Wealth Management Group | History | No change | 45,442 | 1,672 | 0.63% | 0.63% | 72 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 51,990 | 1,656 | 0.0% | — | 73 | +51,990 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 51,827 | 1,651 | 0.17% | — | 74 | +51,827 | New | Q2 2026 | Aug 13, 2026 |
| a16z Perennial Management, L.P. | History | No change | 50,502 | 1,608 | 0.13% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 50,192 | 1,599 | 0.48% | 0.46% | 76 | +12,139 | 31.9% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 45,643 | 1,454 | 0.01% | 0.03% | 77 | +20,101 | 78.7% | Q2 2026 | Aug 10, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 45,568 | 1,451 | 1.07% | 1.72% | 78 | -8,052 | -15.02% | Q2 2026 | Aug 10, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 41,717 | 1,329 | 1.07% | 1.44% | 79 | -3,139 | -7.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 41,189 | 1,312 | 0.01% | 0.02% | 80 | -6,257 | -13.19% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 39,943 | 1,272 | 0.0% | 0.0% | 81 | +18,070 | 82.61% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | Added to | 36,381 | 1,159 | 0.07% | 0.06% | 82 | +9,966 | 37.73% | Q2 2026 | Aug 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 36,124 | 1,150 | 0.26% | 0.37% | 83 | +933 | 2.65% | Q2 2026 | Aug 14, 2026 |
| FF Advisors,LLC | History | Reduced | 35,652 | 1,135 | 0.43% | 0.7% | 84 | -5,501 | -13.37% | Q2 2026 | Jul 29, 2026 |
| WT Wealth Management | History | Reduced | 35,165 | 1,120 | 0.31% | 0.41% | 85 | -2,204 | -5.9% | Q2 2026 | Jul 22, 2026 |
| Embree Financial Group | History | Reduced | 34,595 | 1,102 | 0.11% | 0.2% | 86 | -11,119 | -24.32% | Q2 2026 | Jul 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 34,105 | 1,086 | 0.11% | 0.16% | 87 | -2,954 | -7.97% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,551 | 1,068 | 0.01% | 0.01% | 88 | +62 | 0.19% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 33,202 | 1,057 | 0.05% | 0.04% | 89 | +9,464 | 39.87% | Q2 2026 | Jul 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 33,154 | 1,056 | 0.08% | 0.1% | 90 | +1,120 | 3.5% | Q2 2026 | Jul 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 32,586 | 1,038 | 0.25% | 0.28% | 91 | +4,604 | 16.45% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,086 | 1,022 | 0.02% | 0.03% | 92 | +40 | 0.12% | Q2 2026 | Aug 03, 2026 |
| Walleye Trading LLC | History | Reduced | 28,643 | 912 | 0.0% | 0.0% | 93 | -503 | -1.73% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,516 | 908 | 0.02% | 0.02% | 94 | +7,345 | 34.69% | Q2 2026 | Jul 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 28,488 | 907 | 0.21% | — | 96 | +28,488 | New | Q2 2026 | Aug 14, 2026 |
| Bonfire Financial | History | Added to | 28,491 | 907 | 0.58% | 0.78% | 95 | +461 | 1.64% | Q2 2026 | Aug 07, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 28,213 | 898 | 0.14% | 0.15% | 97 | +5,244 | 22.83% | Q2 2026 | Jul 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 28,153 | 896 | 0.1% | 0.19% | 98 | -11,762 | -29.47% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,855 | 887 | 0.01% | 0.01% | 99 | +6,292 | 29.18% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 23,765 | 874 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Emerald Advisors, LLC | History | Added to | 27,274 | 868 | 0.11% | 0.1% | 101 | +5,966 | 28.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 26,644 | 848 | 0.01% | 0.02% | 102 | +1,245 | 4.9% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | Added to | 26,181 | 834 | 0.04% | 0.04% | 103 | +4,357 | 19.96% | Q2 2026 | Aug 13, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 25,561 | 814 | 0.38% | 0.43% | 104 | -88 | -0.34% | Q2 2026 | Jul 31, 2026 |
| Mason & Associates Inc | History | Added to | 24,489 | 780 | 0.13% | 0.17% | 105 | +631 | 2.64% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 24,434 | 778 | 0.01% | — | 106 | +24,434 | New | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 24,272 | 775 | 0.0% | 0.0% | 107 | +93 | 0.38% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Added to | 23,631 | 752 | 0.5% | 0.63% | 109 | +1,244 | 5.56% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 23,611 | 752 | 0.01% | 0.01% | 108 | -101 | -0.43% | Q2 2026 | Jul 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,540 | 749 | 0.05% | 0.08% | 110 | -7,401 | -23.92% | Q2 2026 | Aug 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 19,759 | 727 | 0.0% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Added to | 22,748 | 724 | 0.0% | 0.0% | 112 | +19,164 | 534.71% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 22,743 | 724 | 0.15% | 0.14% | 113 | +5,384 | 31.02% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 22,616 | 720 | 0.0% | 0.01% | 114 | +681 | 3.1% | Q2 2026 | Aug 12, 2026 |
| Wealthstar Advisors, LLC | History | No change | 22,240 | 708 | 0.21% | 0.38% | 115 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 22,140 | 705 | 0.06% | 0.08% | 116 | -90 | -0.4% | Q2 2026 | Jul 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 21,849 | 696 | 0.02% | 0.03% | 117 | -634 | -2.82% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | New | 18,879 | 665 | 0.01% | — | 119 | +18,879 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,879 | 665 | 0.01% | 0.02% | 118 | -10,729 | -36.24% | Q2 2026 | Jul 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 20,616 | 656 | 0.08% | 0.14% | 120 | -8,028 | -28.03% | Q2 2026 | Aug 05, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 20,495 | 652 | 0.55% | 0.72% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,436 | 651 | 0.01% | 0.01% | 122 | -411 | -1.97% | Q2 2026 | Jul 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 20,300 | 646 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 19,774 | 630 | 0.04% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 19,617 | 624 | 0.13% | 0.2% | 125 | -2,064 | -9.52% | Q2 2026 | Jul 28, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 18,912 | 602 | 0.2% | 0.4% | 127 | -7,031 | -27.1% | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 18,925 | 602 | 0.06% | 0.08% | 126 | +75 | 0.4% | Q2 2026 | Jul 31, 2026 |
| Intellectus Partners, LLC | History | No change | 18,750 | 597 | 0.1% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 17,675 | 563 | 0.05% | 0.07% | 129 | -300 | -1.67% | Q2 2026 | Jul 30, 2026 |
| Miller Global Investments, LLC | History | Added to | 17,516 | 558 | 0.46% | 0.42% | 130 | +5,027 | 40.25% | Q2 2026 | Jul 01, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 17,419 | 554 | 0.0% | 0.0% | 131 | +284 | 1.66% | Q2 2026 | Aug 13, 2026 |
| Concentrum Wealth Management | History | Reduced | 17,161 | 546 | 0.13% | 0.23% | 132 | -3,896 | -18.5% | Q2 2026 | Aug 06, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 16,737 | 533 | 0.23% | 0.3% | 133 | +1,104 | 7.06% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Added to | 16,561 | 527 | 0.0% | 0.0% | 134 | +2,551 | 18.21% | Q2 2026 | Aug 07, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 16,500 | 525 | 0.35% | 0.42% | 135 | +1,378 | 9.11% | Q2 2026 | Aug 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 15,507 | 523 | 0.12% | 0.09% | 136 | +6,780 | 77.69% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,069 | 511 | 0.01% | 0.04% | 137 | -26,262 | -62.04% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 15,838 | 504 | 0.02% | 0.03% | 138 | -1,668 | -9.53% | Q2 2026 | Aug 03, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 15,712 | 500 | 0.1% | 0.14% | 139 | +166 | 1.07% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Reduced | 15,672 | 499 | 0.0% | 0.01% | 140 | -18,675 | -54.37% | Q2 2026 | Jul 28, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 15,579 | 496 | 0.19% | 0.22% | 141 | +386 | 2.54% | Q2 2026 | Jul 22, 2026 |
| Echo45 Advisors LLC | History | Reduced | 15,351 | 489 | 0.25% | 0.37% | 142 | -2,321 | -13.13% | Q2 2026 | Jul 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 15,030 | 478 | 0.01% | 0.01% | 143 | +1,185 | 8.56% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,960 | 476 | 0.0% | 0.0% | 144 | +158 | 1.07% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,940 | 475 | 0.0% | 0.0% | 145 | -2,628 | -14.96% | Q2 2026 | Aug 12, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 14,879 | 474 | 0.06% | 0.08% | 146 | +177 | 1.2% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,837 | 472 | 0.02% | 0.02% | 147 | +1,771 | 13.55% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,788 | 471 | 0.0% | 0.0% | 148 | -35 | -0.24% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,485 | 461 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 14,189 | 452 | 0.07% | 0.08% | 150 | +1,261 | 9.75% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,160 | 451 | 0.0% | 0.0% | 151 | -163 | -1.14% | Q2 2026 | Aug 07, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 13,737 | 437 | 0.32% | 0.25% | 152 | +5,350 | 63.79% | Q2 2026 | Jul 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,517 | 430 | 0.05% | 0.06% | 153 | +125 | 0.93% | Q2 2026 | Jul 24, 2026 |
| Choate Investment Advisors | History | Added to | 13,291 | 423 | 0.01% | 0.01% | 154 | +1,765 | 15.31% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,160 | 419 | 0.03% | 0.06% | 155 | -6,954 | -34.57% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 12,998 | 414 | 0.01% | 0.01% | 156 | -150 | -1.14% | Q2 2026 | Jul 17, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 12,719 | 405 | 0.18% | 0.24% | 157 | +150 | 1.19% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,218 | 389 | 0.0% | 0.0% | 158 | +1,937 | 18.84% | Q2 2026 | Jul 28, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 12,221 | 389 | 0.23% | 0.29% | 159 | +53 | 0.44% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,064 | 384 | 0.01% | 0.01% | 160 | +1,038 | 9.41% | Q2 2026 | Jul 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 11,588 | 369 | 0.07% | 0.11% | 161 | +404 | 3.61% | Q2 2026 | Jul 09, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 11,405 | 363 | 0.05% | 0.04% | 162 | +3,092 | 37.19% | Q2 2026 | Aug 06, 2026 |
| Evanson Asset Management, LLC | History | No change | 9,738 | 358 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 11,000 | 350 | 0.02% | 0.05% | 164 | -11,000 | -50.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | New | 10,861 | 346 | 0.0% | — | 165 | +10,861 | New | Q2 2026 | Jul 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 10,677 | 340 | 0.09% | 0.12% | 166 | -359 | -3.25% | Q2 2026 | Jul 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,637 | 338 | 0.01% | 0.03% | 168 | -12,515 | -54.06% | Q2 2026 | Jul 31, 2026 |
| SCS Capital Management LLC | History | No change | 10,638 | 338 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daviman Financial, LLC | History | No change | 10,622 | 338 | 0.19% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,424 | 332 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 10,407 | 331 | 0.01% | 0.01% | 171 | +2,559 | 32.61% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,377 | 330 | 0.0% | 0.0% | 172 | +3,115 | 42.89% | Q2 2026 | Aug 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 10,148 | 323 | 0.0% | 0.0% | 173 | -63 | -0.62% | Q2 2026 | Jul 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 8,646 | 318 | 0.01% | — | 174 | +8,646 | New | Q2 2026 | Jul 09, 2026 |
| WorthPointe, LLC | History | Added to | 9,980 | 317 | 0.08% | 0.07% | 175 | +3,312 | 49.67% | Q2 2026 | Jul 31, 2026 |
| Sunpointe, LLC | History | Added to | 9,935 | 316 | 0.09% | 0.1% | 176 | +1,518 | 18.03% | Q2 2026 | Jul 24, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 9,819 | 312 | 0.17% | 0.34% | 179 | -5,670 | -36.61% | Q2 2026 | Jul 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 9,817 | 312 | 0.01% | 0.01% | 178 | -1,928 | -16.42% | Q2 2026 | Jul 31, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,487 | 312 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | New | 9,738 | 310 | 0.02% | — | 180 | +9,738 | New | Q2 2026 | Jul 07, 2026 |
| GK Wealth Management LLC | History | New | 9,545 | 304 | 0.16% | — | 181 | +9,545 | New | Q2 2026 | Jul 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 9,228 | 294 | 0.03% | 0.04% | 182 | -793 | -7.91% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 9,118 | 290 | 0.0% | 0.0% | 183 | +1,898 | 26.29% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,005 | 286 | 0.0% | 0.0% | 184 | +474 | 5.56% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,883 | 283 | 0.0% | 0.0% | 185 | -17 | -0.19% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,786 | 279 | 0.0% | 0.0% | 186 | -607 | -6.46% | Q2 2026 | Aug 14, 2026 |
| Coastline Trust Co | History | Reduced | 8,723 | 277 | 0.02% | 0.03% | 187 | -284 | -3.15% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 8,301 | 264 | 0.14% | 0.19% | 188 | +325 | 4.07% | Q2 2026 | Jul 20, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 8,282 | 263 | 0.04% | 0.06% | 189 | -305 | -3.55% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 8,020 | 255 | 0.01% | 0.01% | 190 | +1,220 | 17.94% | Q2 2026 | Jul 13, 2026 |
| MCF Advisors LLC | History | Reduced | 7,954 | 253 | 0.01% | 0.02% | 191 | -1,747 | -18.01% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,967 | 253 | 0.03% | 0.05% | 192 | -521 | -6.14% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Reduced | 7,885 | 251 | 0.05% | 0.11% | 194 | -5,171 | -39.61% | Q2 2026 | Jul 29, 2026 |
| Advisor OS, LLC | History | Reduced | 7,896 | 251 | 0.02% | 0.02% | 193 | -305 | -3.72% | Q2 2026 | Aug 05, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,855 | 250 | 0.03% | 0.04% | 196 | +915 | 13.18% | Q2 2026 | Aug 10, 2026 |
| Stenger Family Office, LLC | History | Reduced | 7,867 | 250 | 0.04% | 0.05% | 197 | -403 | -4.87% | Q2 2026 | Jul 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 7,852 | 250 | 0.01% | 0.01% | 195 | -237 | -2.93% | Q2 2026 | Jul 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 6,649 | 244 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | No change | 7,664 | 244 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | New | 7,602 | 242 | 0.04% | — | 200 | +7,602 | New | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,461 | 237 | 0.0% | 0.01% | 201 | -877 | -10.52% | Q2 2026 | Aug 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 7,289 | 232 | 0.13% | 0.2% | 202 | -1,193 | -14.07% | Q2 2026 | Jul 23, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 7,281 | 231 | 0.08% | 0.19% | 203 | -2,151 | -22.81% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,133 | 227 | 0.0% | 0.0% | 204 | +1,688 | 31.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 7,091 | 225 | 0.02% | 0.03% | 205 | +2 | 0.03% | Q2 2026 | Jul 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 7,044 | 224 | 0.0% | — | 206 | +7,044 | New | Q2 2026 | Aug 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 7,013 | 223 | 0.01% | — | 208 | +7,013 | New | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,012 | 223 | 0.0% | 0.0% | 207 | +82 | 1.18% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,862 | 218 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 6,141 | 216 | 0.16% | — | 210 | +6,141 | New | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,725 | 214 | 0.02% | 0.03% | 211 | -1,792 | -21.04% | Q2 2026 | Jul 28, 2026 |
| Apella Capital, LLC | History | No change | 6,069 | 210 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 6,495 | 206 | 0.0% | — | 213 | +6,495 | New | Q2 2026 | Aug 05, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 6,457 | 205 | 0.12% | 0.16% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brucke Financial, Inc. | History | Added to | 6,358 | 202 | 0.09% | 0.11% | 215 | +403 | 6.77% | Q2 2026 | Jul 21, 2026 |
| Ballew Advisors, Inc | History | No change | 6,005 | 200 | 0.1% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | No change | 5,905 | 188 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sankala Group LLC | History | Reduced | 4,824 | 169 | 0.11% | 0.24% | 218 | -3,441 | -41.63% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,982 | 158 | 0.0% | 0.0% | 219 | +418 | 9.16% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 4,870 | 155 | 0.0% | 0.0% | 220 | +212 | 4.55% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | Reduced | 4,806 | 153 | 0.0% | 0.71% | 221 | -225,274 | -97.91% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,765 | 101 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | Reduced | 2,584 | 82 | 0.04% | 0.09% | 224 | -2,459 | -48.76% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,575 | 82 | 0.0% | 0.0% | 223 | +200 | 8.42% | Q2 2026 | Aug 06, 2026 |
| Clark Wealth Partners | History | No change | 2,503 | 79 | 0.04% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,924 | 70 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,150 | 68 | 0.0% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2,126 | 67 | 1.05% | 1.41% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Wealth LLC | History | Reduced | 2,004 | 63 | 0.01% | 0.02% | 229 | -310 | -13.4% | Q2 2026 | Jul 24, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,924 | 61 | 0.01% | — | 231 | +1,924 | New | Q2 2026 | Aug 05, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,920 | 61 | 0.01% | 0.01% | 230 | -400 | -17.24% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,846 | 58 | 0.01% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,747 | 55 | 0.0% | 0.0% | 233 | +46 | 2.7% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,656 | 52 | 0.0% | 0.0% | 234 | +454 | 37.77% | Q2 2026 | Aug 06, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,405 | 44 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,358 | 43 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,220 | 38 | 0.0% | 0.01% | 237 | -8,834 | -87.87% | Q2 2026 | Jul 23, 2026 |
| Park Place Capital Corp | History | No change | 1,073 | 34 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 31 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 31 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 737 | 23 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Founders Capital Management | History | No change | 700 | 22 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quaker Wealth Management, LLC | History | No change | 704 | 22 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | New | 570 | 18 | 0.0% | — | 245 | +570 | New | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 589 | 18 | 0.01% | 0.01% | 244 | -200 | -25.35% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 548 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | New | 500 | 15 | 0.0% | — | 250 | +500 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 494 | 15 | 0.0% | 0.0% | 248 | +466 | 1664.29% | Q2 2026 | Jul 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 466 | 15 | 0.01% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 476 | 15 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 443 | 14 | 0.0% | 0.0% | 251 | -795 | -64.22% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, Inc. | History | No change | 426 | 13 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 439 | 13 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | New | 350 | 11 | 0.0% | — | 254 | +350 | New | Q2 2026 | Jul 23, 2026 |
| Go Invest LLC | History | Added to | 322 | 10 | 0.0% | 0.0% | 255 | +7 | 2.22% | Q2 2026 | Aug 05, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 292 | 9 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 223 | 7 | 0.0% | — | 259 | +223 | New | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 245 | 7 | 0.0% | 0.0% | 257 | -2 | -0.81% | Q2 2026 | Jul 29, 2026 |
| Olistico Wealth, LLC | History | No change | 240 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 215 | 6 | 0.0% | 0.0% | 260 | +15 | 7.5% | Q2 2026 | Aug 14, 2026 |
| My Portfolio Guide, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 140 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 100 | 3 | 0.0% | 0.0% | 265 | -225 | -69.23% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 125 | 3 | 0.0% | — | 268 | +125 | New | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | New | 100 | 3 | 0.0% | — | 267 | +100 | New | Q2 2026 | Jul 17, 2026 |
| Archer Investment Corp | History | No change | 113 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 75 | 2 | 0.0% | 0.01% | 271 | -257 | -77.41% | Q2 2026 | Jul 13, 2026 |
| Strive Financial Group ,LLC | History | New | 71 | 2 | 0.0% | — | 273 | +71 | New | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 274 | -20 | -33.33% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | No change | 30 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vision Retirement, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -99,975 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Garda Capital Partners LP | History | Closed out | 0 | 0 | — | 0.88% | — | -92,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -79,757 | -100.0% | Q2 2026 | Aug 18, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -66,079 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Seal Cove Capital, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -35,225 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,670 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 0.89% | — | -23,567 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,365 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,594 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -16,321 | -100.0% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,694 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,605 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,162 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,726 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -8,688 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,304 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,494 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,401 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,350 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Bosman Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,917 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,883 | -100.0% | Q2 2026 | Jul 24, 2026 |
| TCFG Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,649 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Shore Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,578 | -100.0% | Q2 2026 | Jul 14, 2026 |