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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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% | 14.99% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,382,154 | 44,035 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,145,512 | 36,496 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 937,917 | 29,882 | 1.87% | 1.87% | 4 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 907,760 | 28,921 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Reduced | 431,480 | 19,571 | 0.16% | 0.18% | 6 | -64,124 | -12.94% | Q3 2026 | Oct 28, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | No change | 598,360 | 19,063 | 7.05% | 7.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 399,925 | 18,140 | 1.24% | 0.75% | 8 | +69,962 | 21.2% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 523,820 | 16,688 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 360,534 | 16,353 | 1.09% | 0.73% | 10 | +37,308 | 11.54% | Q3 2026 | Oct 21, 2026 |
| Crumly & Associates Inc. | History | Added to | 270,391 | 12,264 | 2.18% | 1.52% | 11 | +21,347 | 8.57% | Q3 2026 | Oct 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 367,124 | 11,696 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Refined Wealth Management | History | Added to | 255,819 | 11,603 | 6.5% | 4.83% | 13 | +4,475 | 1.78% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 348,733 | 11,110 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 348,592 | 11,106 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 336,325 | 10,715 | 0.65% | 0.65% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 336,325 | 10,715 | 0.89% | 0.89% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 315,545 | 10,053 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garda Capital Partners LP | History | New | 220,992 | 10,024 | 7.91% | — | 19 | +220,992 | New | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 215,052 | 9,755 | 0.02% | 0.01% | 20 | +47,542 | 28.38% | Q3 2026 | Nov 02, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 300,579 | 9,576 | 1.99% | 1.99% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fielder Capital Group LLC | History | No change | 247,167 | 7,874 | 1.7% | 1.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 173,574 | 7,873 | 0.74% | 0.51% | 23 | +5,915 | 3.53% | Q3 2026 | Oct 23, 2026 |
| Atomic Invest LLC | History | No change | 239,200 | 7,832 | 0.69% | 0.69% | 24 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| MORGAN STANLEY | History | No change | 234,709 | 7,477 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 231,959 | 7,390 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 201,033 | 6,404 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Carter Financial Group, INC. | History | Reduced | 140,592 | 6,377 | 3.25% | 2.33% | 28 | -245 | -0.17% | Q3 2026 | Oct 21, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 138,487 | 6,281 | 0.72% | 0.61% | 29 | -26,609 | -16.12% | Q3 2026 | Oct 16, 2026 |
| Virtu Financial LLC | History | No change | 185,282 | 5,903 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 127,955 | 5,804 | 0.08% | 0.06% | 31 | +13,815 | 12.1% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | No change | 180,979 | 5,765 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 174,041 | 5,544 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avenir Tech Ltd | History | No change | 173,163 | 5,516 | 0.82% | 0.82% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 114,648 | 5,200 | 0.03% | 0.02% | 35 | -292 | -0.25% | Q3 2026 | Oct 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 113,250 | 5,136 | 0.2% | 0.14% | 36 | +1,277 | 1.14% | Q3 2026 | Nov 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 111,961 | 5,078 | 1.1% | 0.78% | 37 | +566 | 0.51% | Q3 2026 | Nov 03, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 109,473 | 4,965 | 0.9% | 0.6% | 38 | +11,371 | 11.59% | Q3 2026 | Oct 13, 2026 |
| Farringdon Capital, Ltd. | History | No change | 155,362 | 4,949 | 2.45% | 2.45% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 153,810 | 4,900 | 4.11% | 4.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 107,643 | 4,882 | 2.33% | 1.45% | 41 | +15,100 | 16.32% | Q3 2026 | Oct 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 152,856 | 4,869 | 0.84% | 0.84% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innovative Advisory Group, LLC | History | Reduced | 107,135 | 4,859 | 3.54% | 2.62% | 43 | -1,317 | -1.21% | Q3 2026 | Oct 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 99,735 | 4,524 | 0.21% | 0.15% | 44 | +15,895 | 18.96% | Q3 2026 | Oct 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 134,567 | 4,288 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 96,016 | 4,254 | 0.01% | 0.01% | 46 | +7,740 | 8.77% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 121,283 | 3,864 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Summit Financial, LLC | History | No change | 121,306 | 3,864 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 120,895 | 3,851 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 118,044 | 3,760 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 82,397 | 3,737 | 0.71% | 0.49% | 51 | +5,938 | 7.77% | Q3 2026 | Oct 19, 2026 |
| Quadrature Capital Ltd | History | No change | 116,988 | 3,727 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 111,402 | 3,549 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 74,570 | 3,382 | 0.04% | 0.03% | 54 | -3,889 | -4.96% | Q3 2026 | Oct 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 70,878 | 3,215 | 0.24% | 0.62% | 55 | -233,277 | -76.7% | Q3 2026 | Oct 28, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 67,712 | 3,071 | 1.22% | 0.9% | 56 | -3,681 | -5.16% | Q3 2026 | Oct 29, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 67,674 | 3,069 | 0.74% | 0.64% | 57 | -8,054 | -10.64% | Q3 2026 | Oct 27, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 96,018 | 3,059 | 2.14% | 2.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 92,895 | 2,959 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Well Done, LLC | History | Added to | 62,748 | 2,846 | 0.39% | 0.27% | 60 | +830 | 1.34% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Reduced | 58,987 | 2,675 | 0.0% | 0.0% | 61 | -265 | -0.45% | Q3 2026 | Nov 02, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 56,589 | 2,566 | 0.04% | 0.03% | 62 | -141 | -0.25% | Q3 2026 | Oct 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 78,888 | 2,513 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 76,381 | 2,433 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 70,826 | 2,256 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 68,226 | 2,173 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 65,712 | 2,151 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 65,364 | 2,082 | 0.5% | 0.5% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 63,129 | 2,011 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palatine Hill Wealth Management, LLC | History | Added to | 43,014 | 1,951 | 1.4% | 1.07% | 70 | +1,297 | 3.11% | Q3 2026 | Nov 02, 2026 |
| Advance Capital Management, Inc. | History | No change | 58,857 | 1,875 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 56,641 | 1,804 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 51,990 | 1,656 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 51,827 | 1,651 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FF Advisors,LLC | History | Added to | 35,908 | 1,628 | 0.6% | 0.43% | 75 | +256 | 0.72% | Q3 2026 | Oct 21, 2026 |
| a16z Perennial Management, L.P. | History | No change | 50,502 | 1,608 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 50,192 | 1,599 | 0.48% | 0.48% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Added to | 34,554 | 1,567 | 0.15% | 0.11% | 78 | +449 | 1.32% | Q3 2026 | Nov 02, 2026 |
| WT Wealth Management | History | Reduced | 33,000 | 1,496 | 0.42% | 0.31% | 79 | -2,165 | -6.16% | Q3 2026 | Oct 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 32,886 | 1,491 | 0.06% | 0.05% | 80 | -316 | -0.95% | Q3 2026 | Oct 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 32,637 | 1,480 | 0.11% | 0.08% | 81 | -517 | -1.56% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 45,643 | 1,454 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MRP Capital Investments, LLC | History | No change | 45,568 | 1,451 | 1.07% | 1.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emerald Advisors, LLC | History | Added to | 31,216 | 1,415 | 0.18% | 0.11% | 84 | +3,942 | 14.45% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 30,641 | 1,389 | 0.03% | 0.02% | 85 | +2,125 | 7.45% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 41,189 | 1,312 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 28,697 | 1,301 | 0.14% | 0.1% | 87 | +544 | 1.93% | Q3 2026 | Oct 22, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 28,488 | 1,292 | 0.3% | 0.21% | 88 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 28,389 | 1,287 | 0.02% | 0.01% | 89 | +1,745 | 6.55% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 39,943 | 1,272 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | Added to | 26,815 | 1,216 | 0.06% | 0.04% | 91 | +634 | 2.42% | Q3 2026 | Oct 29, 2026 |
| Keel Point, LLC | History | No change | 36,381 | 1,159 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 25,402 | 1,152 | 0.5% | 0.38% | 93 | -159 | -0.62% | Q3 2026 | Oct 20, 2026 |
| VANCE WEALTH, LLC | History | No change | 36,124 | 1,150 | 0.26% | 0.26% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wavvest Wealth LLC | History | New | 25,142 | 1,140 | 0.92% | — | 95 | +25,142 | New | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 33,551 | 1,068 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 22,969 | 1,041 | 0.16% | 0.14% | 97 | -5,244 | -18.59% | Q3 2026 | Oct 22, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 24,605 | 1,022 | 0.19% | 0.15% | 98 | +1,862 | 8.19% | Q3 2026 | Nov 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 32,086 | 1,022 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthstar Advisors, LLC | History | No change | 22,240 | 1,008 | 0.28% | 0.21% | 100 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,155 | 1,004 | 0.09% | 0.06% | 101 | +15 | 0.07% | Q3 2026 | Oct 19, 2026 |
| Brookstone Capital Management | History | Reduced | 21,739 | 986 | 0.01% | 0.01% | 102 | -1,872 | -7.93% | Q3 2026 | Oct 22, 2026 |
| VestGen Advisors, LLC | History | New | 21,496 | 975 | 0.03% | — | 103 | +21,496 | New | Q3 2026 | Oct 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 20,300 | 920 | 0.03% | 0.02% | 104 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 20,170 | 914 | 0.79% | 0.55% | 105 | -325 | -1.59% | Q3 2026 | Oct 09, 2026 |
| Walleye Trading LLC | History | No change | 28,643 | 912 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 20,531 | 910 | 0.23% | 0.25% | 107 | -12,055 | -36.99% | Q3 2026 | Oct 20, 2026 |
| Bonfire Financial | History | No change | 28,491 | 907 | 0.58% | 0.58% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 19,783 | 897 | 0.32% | 0.19% | 109 | +4,204 | 26.99% | Q3 2026 | Oct 21, 2026 |
| Waverly Advisors, LLC | History | No change | 27,855 | 887 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,481 | 883 | 0.01% | 0.01% | 112 | -955 | -4.67% | Q3 2026 | Oct 08, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 19,480 | 883 | 0.09% | 0.06% | 111 | +555 | 2.93% | Q3 2026 | Nov 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 18,759 | 837 | 0.01% | 0.01% | 113 | -120 | -0.64% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,759 | 837 | 0.01% | 0.01% | 114 | -120 | -0.64% | Q3 2026 | Oct 20, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 18,383 | 833 | 0.1% | 0.08% | 115 | -2,233 | -10.83% | Q3 2026 | Oct 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 17,712 | 803 | 0.03% | 0.02% | 116 | +1,874 | 11.83% | Q3 2026 | Nov 03, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 17,675 | 801 | 0.07% | 0.05% | 117 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Miller Global Investments, LLC | History | No change | 17,516 | 794 | 0.64% | 0.46% | 118 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Mason & Associates Inc | History | No change | 24,489 | 780 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,434 | 778 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 24,272 | 775 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 17,041 | 772 | 0.31% | 0.23% | 122 | +304 | 1.82% | Q3 2026 | Oct 29, 2026 |
| PlanVest Financial, Inc | History | No change | 23,631 | 752 | 0.5% | 0.5% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,540 | 749 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,324 | 740 | 0.02% | 0.02% | 125 | +1,487 | 10.02% | Q3 2026 | Oct 23, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 19,759 | 727 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 22,748 | 724 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22,616 | 720 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 15,557 | 705 | 0.15% | 0.1% | 129 | -155 | -0.99% | Q3 2026 | Oct 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 15,742 | 698 | 0.16% | 0.12% | 130 | +235 | 1.52% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 21,849 | 696 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morton Capital Management LLC/CA | History | No change | 14,879 | 674 | 0.08% | 0.06% | 132 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Echo45 Advisors LLC | History | Reduced | 14,662 | 665 | 0.3% | 0.25% | 133 | -689 | -4.49% | Q3 2026 | Oct 07, 2026 |
| Lido Advisors, LLC | History | No change | 14,160 | 642 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 19,774 | 630 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,852 | 628 | 0.07% | 0.05% | 136 | +335 | 2.48% | Q3 2026 | Oct 16, 2026 |
| Nikulski Financial, Inc. | History | No change | 19,617 | 624 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Watch Advisors, INC | History | No change | 18,912 | 602 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 18,750 | 597 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transce3nd, LLC | History | New | 12,686 | 581 | 0.58% | — | 140 | +12,686 | New | Q3 2026 | Oct 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,752 | 578 | 0.01% | 0.01% | 141 | +688 | 5.7% | Q3 2026 | Oct 21, 2026 |
| Atria Investments, Inc | History | Reduced | 12,521 | 567 | 0.01% | 0.0% | 142 | -3,151 | -20.11% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,281 | 557 | 0.0% | 0.0% | 143 | +63 | 0.52% | Q3 2026 | Nov 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,419 | 554 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 12,221 | 554 | 0.28% | 0.23% | 145 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Concentrum Wealth Management | History | No change | 17,161 | 546 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 11,867 | 538 | 0.1% | 0.07% | 147 | +279 | 2.41% | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 16,561 | 527 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 16,500 | 525 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunpointe, LLC | History | Added to | 11,519 | 522 | 0.16% | 0.09% | 150 | +1,584 | 15.94% | Q3 2026 | Oct 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,069 | 511 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 10,642 | 482 | 0.01% | 0.01% | 152 | +235 | 2.26% | Q3 2026 | Oct 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 15,030 | 478 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,960 | 476 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,940 | 475 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,424 | 472 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,788 | 471 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,485 | 461 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 10,092 | 457 | 0.33% | 0.32% | 159 | -3,645 | -26.53% | Q3 2026 | Oct 14, 2026 |
| Global View Capital Management LLC | History | New | 9,972 | 452 | 0.1% | — | 161 | +9,972 | New | Q3 2026 | Oct 28, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 14,189 | 452 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 9,920 | 450 | 0.0% | 0.0% | 162 | -228 | -2.25% | Q3 2026 | Nov 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 9,723 | 441 | 0.04% | 0.03% | 163 | +495 | 5.36% | Q3 2026 | Oct 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 9,673 | 438 | 0.11% | 0.09% | 164 | -1,004 | -9.4% | Q3 2026 | Oct 16, 2026 |
| Choate Investment Advisors | History | No change | 13,291 | 423 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,160 | 419 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,998 | 414 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 12,719 | 405 | 0.18% | 0.18% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 8,900 | 403 | 0.0% | — | 170 | +8,900 | New | Q3 2026 | Nov 04, 2026 |
| Evanson Financial, LLC | History | Reduced | 8,888 | 403 | 0.02% | 0.02% | 169 | -850 | -8.73% | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,752 | 396 | 0.0% | 0.0% | 171 | -131 | -1.47% | Q3 2026 | Oct 26, 2026 |
| Coastline Trust Co | History | No change | 8,723 | 395 | 0.04% | 0.02% | 172 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Weaver Consulting Group | History | Added to | 8,420 | 381 | 0.07% | 0.05% | 173 | +535 | 6.79% | Q3 2026 | Oct 07, 2026 |
| Advisory Solutions Group, LLC | History | New | 8,249 | 374 | 0.08% | — | 174 | +8,249 | New | Q3 2026 | Oct 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 8,020 | 363 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hexagon Capital Partners LLC | History | No change | 11,405 | 363 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 7,954 | 360 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 7,922 | 359 | 0.19% | 0.17% | 179 | -1,897 | -19.32% | Q3 2026 | Oct 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,114 | 359 | 0.02% | 0.01% | 178 | +262 | 3.34% | Q3 2026 | Oct 09, 2026 |
| Embree Financial Group | History | Reduced | 7,908 | 358 | 0.03% | 0.11% | 180 | -26,687 | -77.14% | Q3 2026 | Oct 22, 2026 |
| Stenger Family Office, LLC | History | No change | 7,867 | 355 | 0.05% | 0.04% | 181 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,000 | 350 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,664 | 347 | 0.0% | 0.0% | 183 | +1,169 | 18.0% | Q3 2026 | Oct 20, 2026 |
| Composition Wealth, LLC | History | No change | 10,861 | 346 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SCS Capital Management LLC | History | No change | 10,638 | 338 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 10,637 | 338 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daviman Financial, LLC | History | No change | 10,622 | 338 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mirador Capital Partners LP | History | New | 7,313 | 331 | 0.04% | — | 189 | +7,313 | New | Q3 2026 | Oct 09, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 7,310 | 331 | 0.18% | 0.13% | 188 | +21 | 0.29% | Q3 2026 | Oct 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,377 | 330 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 7,093 | 321 | 0.03% | 0.02% | 191 | +2 | 0.03% | Q3 2026 | Oct 15, 2026 |
| WorthPointe, LLC | History | No change | 9,980 | 317 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,487 | 312 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 6,744 | 305 | 0.17% | 0.16% | 194 | -2,801 | -29.35% | Q3 2026 | Oct 09, 2026 |
| Brucke Financial, Inc. | History | Added to | 6,650 | 301 | 0.13% | 0.09% | 195 | +292 | 4.59% | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,118 | 290 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,005 | 286 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 6,294 | 285 | 0.15% | 0.14% | 198 | -2,007 | -24.18% | Q3 2026 | Oct 19, 2026 |
| Delta Wealth Advisors LLC | History | New | 6,226 | 282 | 0.19% | — | 199 | +6,226 | New | Q3 2026 | Oct 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,786 | 279 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballew Advisors, Inc | History | No change | 6,005 | 274 | 0.14% | 0.1% | 201 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Apella Capital, LLC | History | No change | 6,069 | 274 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,906 | 267 | 0.0% | 0.0% | 203 | +1 | 0.02% | Q3 2026 | Nov 03, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 6,257 | 264 | 0.15% | 0.12% | 204 | -200 | -3.1% | Q3 2026 | Nov 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 5,812 | 263 | 0.03% | — | 206 | +5,812 | New | Q3 2026 | Nov 04, 2026 |
| Wick Capital Partners, LLC | History | No change | 8,282 | 263 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,967 | 253 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 7,855 | 250 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 7,664 | 244 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 7,602 | 242 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,461 | 237 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freedom Financial Partners LLC | History | New | 5,206 | 236 | 0.08% | — | 212 | +5,206 | New | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,133 | 227 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | Reduced | 4,944 | 224 | 0.01% | 0.02% | 215 | -2,952 | -37.39% | Q3 2026 | Nov 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 7,044 | 224 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,012 | 223 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,013 | 223 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,908 | 222 | 0.08% | — | 218 | +4,908 | New | Q3 2026 | Oct 20, 2026 |
| Independent Wealth Network Inc. | History | New | 4,887 | 221 | 0.06% | — | 219 | +4,887 | New | Q3 2026 | Oct 19, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,862 | 218 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,725 | 214 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Castleview Partners, LLC | History | New | 4,563 | 206 | 0.09% | — | 223 | +4,563 | New | Q3 2026 | Oct 09, 2026 |
| AlphaCore Capital LLC | History | New | 4,562 | 206 | 0.0% | — | 222 | +4,562 | New | Q3 2026 | Nov 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 4,519 | 204 | 0.04% | — | 225 | +4,519 | New | Q3 2026 | Oct 28, 2026 |
| Harbor Group, Inc. | History | New | 4,510 | 204 | 0.02% | — | 224 | +4,510 | New | Q3 2026 | Oct 14, 2026 |
| Shore Point Advisors, LLC | History | New | 4,467 | 202 | 0.06% | — | 226 | +4,467 | New | Q3 2026 | Oct 14, 2026 |
| Sankala Group LLC | History | No change | 4,824 | 169 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,982 | 158 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 4,870 | 155 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 4,806 | 153 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 2,685 | 121 | 0.0% | — | 231 | +2,685 | New | Q3 2026 | Oct 21, 2026 |
| Richardson Capital Management LLC | History | No change | 2,584 | 117 | 0.05% | 0.04% | 232 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Clark Wealth Partners | History | No change | 2,503 | 113 | 0.06% | 0.04% | 233 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Fairway Wealth LLC | History | No change | 2,004 | 90 | 0.02% | 0.01% | 234 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 1,958 | 88 | 0.04% | — | 235 | +1,958 | New | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,575 | 82 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,150 | 68 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2,126 | 67 | 1.05% | 1.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1,924 | 61 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,920 | 61 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,358 | 61 | 0.02% | 0.01% | 241 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,846 | 58 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,747 | 55 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,220 | 55 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,656 | 52 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,039 | 47 | 0.0% | 0.0% | 246 | +600 | 136.67% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 45 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,405 | 44 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Place Capital Corp | History | No change | 1,073 | 34 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 719 | 32 | 0.0% | 0.0% | 250 | +225 | 45.55% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 31 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 669 | 30 | 0.01% | 0.01% | 252 | -35 | -4.97% | Q3 2026 | Oct 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 589 | 26 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| North Star Investment Management Corp. | History | No change | 548 | 24 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 737 | 23 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 476 | 21 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 443 | 20 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Continuum Advisory, LLC | History | No change | 570 | 18 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 589 | 18 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 358 | 16 | 0.0% | 0.0% | 260 | +8 | 2.29% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 500 | 15 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 305 | 14 | 0.01% | 0.01% | 262 | -161 | -34.55% | Q3 2026 | Oct 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 426 | 13 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 245 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Olistico Wealth, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Root Financial Partners, LLC | History | New | 199 | 9 | 0.0% | — | 266 | +199 | New | Q3 2026 | Oct 21, 2026 |
| Nova Financial LLC | History | New | 162 | 7 | 0.0% | — | 268 | +162 | New | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 223 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 140 | 6 | 0.0% | — | 271 | +140 | New | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 215 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 140 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | New | 113 | 5 | 0.0% | — | 274 | +113 | New | Q3 2026 | Oct 26, 2026 |
| Archer Investment Corp | History | No change | 113 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IMA Advisory Services, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 100 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Crewe Advisors LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 85 | 3 | 0.0% | 0.0% | 278 | -207 | -70.89% | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 75 | 3 | 0.0% | — | 279 | +75 | New | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 75 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | No change | 30 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Vision Retirement, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,817 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,646 | -100.0% | Q3 2026 | Oct 13, 2026 |
| JBR Co Financial Management Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -7,281 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TENET WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,141 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q3 2026 | Oct 08, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Blue Trust, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |