Grayscale Bitcoin Mini Trust ETF - BTC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 3,004,416 | 90,102 | 0.98% | 1.57% | 1 | +7,356 | 0.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,078,938 | 62,347 | 0.01% | 0.01% | 2 | +606,254 | 41.17% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,361,254 | 40,824 | 0.21% | 0.28% | 3 | +63,861 | 4.92% | Q1 2026 | May 08, 2026 |
| EMORY UNIVERSITY | History | Added to | 1,354,148 | 40,610 | 15.19% | 25.24% | 4 | +330,731 | 32.32% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,225,219 | 36,744 | 0.0% | 0.0% | 5 | +383,404 | 45.54% | Q1 2026 | May 15, 2026 |
| Paragon Advisors, LLC | History | Added to | 1,073,430 | 32,192 | 8.68% | 7.04% | 6 | +404,372 | 60.44% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 991,110 | 29,723 | 0.06% | 0.01% | 7 | +858,703 | 648.53% | Q1 2026 | May 15, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 850,614 | 25,509 | 3.5% | 3.75% | 8 | +43,318 | 5.37% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 832,601 | 24,969 | 0.01% | 0.05% | 9 | -2,335,117 | -73.72% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 719,078 | 21,565 | 0.0% | 0.0% | 10 | +707,822 | 6288.4% | Q1 2026 | May 15, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 611,747 | 18,346 | 7.06% | 6.76% | 11 | +154,656 | 33.83% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 599,531 | 17,979 | 0.55% | 0.76% | 12 | +175 | 0.03% | Q1 2026 | May 05, 2026 |
| Ovata Capital Management Ltd | History | New | 567,872 | 17,029 | 2.38% | — | 13 | +567,872 | New | Q1 2026 | May 13, 2026 |
| ParaFi Capital LP | History | No change | 520,000 | 15,594 | 3.38% | 5.62% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 409,012 | 12,266 | 0.0% | 0.0% | 15 | +113,042 | 38.19% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 383,564 | 11,503 | 0.14% | 0.01% | 16 | +371,398 | 3052.75% | Q1 2026 | May 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 370,049 | 11,097 | 1.8% | 1.24% | 17 | +173,469 | 88.24% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 360,099 | 10,799 | 0.01% | 0.01% | 18 | +12,625 | 3.63% | Q1 2026 | May 05, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 313,677 | 9,407 | 1.32% | 1.69% | 19 | +12,487 | 4.15% | Q1 2026 | May 08, 2026 |
| Apriem Advisors | History | Added to | 286,259 | 8,584 | 0.82% | 0.52% | 20 | +140,592 | 96.52% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 282,129 | 8,461 | 0.0% | 0.0% | 21 | +80,908 | 40.21% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 274,103 | 8,220 | 0.0% | 0.01% | 22 | -1,240,770 | -81.91% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | New | 272,654 | 8,177 | 0.02% | — | 23 | +272,654 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,561 | 8,024 | 0.04% | 0.01% | 24 | +248,751 | 1322.44% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 228,044 | 6,839 | 0.95% | 1.63% | 25 | -82,421 | -26.55% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 227,896 | 6,834 | 0.02% | 0.02% | 26 | +42,885 | 23.18% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 222,404 | 6,669 | 0.01% | 0.01% | 27 | +41,982 | 23.27% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,570 | 6,105 | 0.0% | 0.0% | 28 | +154,518 | 315.01% | Q1 2026 | May 04, 2026 |
| HFG Wealth Management, LLC | History | Added to | 193,397 | 5,799 | 3.19% | 3.4% | 29 | +34,179 | 21.47% | Q1 2026 | Apr 22, 2026 |
| Reliant Wealth Planning | History | Added to | 180,843 | 5,423 | 1.64% | 2.0% | 30 | +15,410 | 9.31% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 170,983 | 5,127 | 0.02% | — | 31 | +170,983 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 169,104 | 5,071 | 0.22% | 0.25% | 32 | +17,043 | 11.21% | Q1 2026 | May 08, 2026 |
| MATAURO, LLC | History | Added to | 164,877 | 4,944 | 0.71% | 0.17% | 33 | +135,454 | 460.37% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Reduced | 155,864 | 4,674 | 0.01% | 0.01% | 34 | -32,646 | -17.32% | Q1 2026 | May 06, 2026 |
| Stonebrook Private Inc. | History | Added to | 149,895 | 4,495 | 0.96% | 0.89% | 35 | +40,442 | 36.95% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 146,947 | 4,406 | 0.3% | 0.25% | 36 | +47,943 | 48.43% | Q1 2026 | May 05, 2026 |
| Gem Investment Advisors, LLC | History | New | 145,500 | 4,363 | 4.29% | — | 37 | +145,500 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,788 | 4,162 | 0.01% | 0.01% | 38 | +18,695 | 15.57% | Q1 2026 | Apr 30, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 137,147 | 4,113 | 1.29% | — | 39 | +137,147 | New | Q1 2026 | May 13, 2026 |
| VVR Holdings LLC | History | Added to | 135,900 | 4,075 | 2.11% | 2.33% | 40 | +20,348 | 17.61% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 135,127 | 4,052 | 0.02% | 0.02% | 41 | +25,574 | 23.34% | Q1 2026 | Apr 30, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 134,901 | 4,045 | 2.08% | 2.77% | 42 | +14,011 | 11.59% | Q1 2026 | May 11, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 130,065 | 3,900 | 0.72% | 0.73% | 43 | +32,239 | 32.96% | Q1 2026 | May 04, 2026 |
| Heritage Family Offices, LLP | History | New | 129,188 | 3,874 | 1.72% | — | 44 | +129,188 | New | Q1 2026 | Apr 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 124,003 | 3,718 | 0.93% | 1.23% | 45 | +1,452 | 1.18% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 110,931 | 3,326 | 0.0% | 0.0% | 46 | +61,382 | 123.88% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 106,693 | 3,199 | 0.04% | 0.03% | 47 | +32,947 | 44.68% | Q1 2026 | Apr 29, 2026 |
| Fielder Capital Group LLC | History | Added to | 103,657 | 3,108 | 0.68% | 0.68% | 48 | +21,121 | 25.59% | Q1 2026 | May 12, 2026 |
| MSRH, LLC | History | No change | 103,200 | 3,094 | 2.74% | 4.46% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 102,403 | 3,071 | 0.02% | 0.03% | 50 | +5,857 | 6.07% | Q1 2026 | Apr 15, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 99,230 | 2,975 | 0.4% | 0.03% | 51 | +93,163 | 1535.57% | Q1 2026 | Apr 07, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 94,661 | 2,838 | 2.18% | 0.41% | 52 | +80,194 | 554.32% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 91,774 | 2,750 | 0.0% | 0.0% | 53 | +6,198 | 7.24% | Q1 2026 | May 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 88,527 | 2,654 | 0.95% | 1.36% | 54 | -9,137 | -9.36% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 88,276 | 2,597 | 0.0% | 0.0% | 55 | -9,104 | -9.35% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 85,812 | 2,573 | 0.0% | 0.0% | 56 | +6,195 | 7.78% | Q1 2026 | May 13, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 81,381 | 2,440 | 1.16% | 1.48% | 57 | +3,943 | 5.09% | Q1 2026 | May 01, 2026 |
| MAD RIVER INVESTORS | History | Added to | 81,217 | 2,435 | 0.88% | 1.37% | 58 | +3,570 | 4.6% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 79,932 | 2,397 | 0.02% | 0.01% | 59 | +45,451 | 131.81% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 79,847 | 2,394 | 0.0% | 0.0% | 60 | +619 | 0.78% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 76,867 | 2,305 | 0.11% | 0.13% | 61 | +6,836 | 9.76% | Q1 2026 | Apr 28, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 76,607 | 2,297 | 0.53% | 0.35% | 62 | +38,904 | 103.19% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 73,311 | 2,198 | 0.25% | 0.32% | 63 | +2,006 | 2.81% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 53,631 | 2,077 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 68,942 | 2,067 | 0.0% | 0.0% | 65 | -2,110 | -2.97% | Q1 2026 | May 13, 2026 |
| Weil Company, Inc. | History | Added to | 65,207 | 1,955 | 0.44% | 0.41% | 66 | +19,649 | 43.13% | Q1 2026 | Apr 15, 2026 |
| Aries Wealth Management | History | Added to | 63,702 | 1,910 | 0.42% | 0.43% | 67 | +13,241 | 26.24% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | New | 60,197 | 1,805 | 0.04% | — | 68 | +60,197 | New | Q1 2026 | May 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 59,336 | 1,779 | 0.0% | 0.01% | 69 | -1,712 | -2.8% | Q1 2026 | May 05, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 58,263 | 1,747 | 1.17% | 0.85% | 70 | +13,720 | 30.8% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | New | 57,269 | 1,717 | 0.12% | — | 71 | +57,269 | New | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 55,122 | 1,653 | 0.31% | 0.37% | 72 | +4,531 | 8.96% | Q1 2026 | Apr 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 54,925 | 1,647 | 0.12% | 0.16% | 73 | -2,358 | -4.12% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 53,040 | 1,590 | 0.09% | 0.11% | 74 | +906 | 1.74% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 52,087 | 1,562 | 0.02% | 0.02% | 75 | +8,298 | 18.95% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 51,982 | 1,558 | 0.0% | 0.0% | 76 | +22,805 | 78.16% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Added to | 50,333 | 1,509 | 0.25% | 0.26% | 77 | +9,099 | 22.07% | Q1 2026 | Apr 16, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 48,476 | 1,453 | 0.51% | 0.78% | 78 | -11,066 | -18.59% | Q1 2026 | May 05, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 48,077 | 1,441 | 0.45% | 0.54% | 79 | +2,401 | 5.26% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,311 | 1,426 | 0.01% | 0.01% | 80 | +24,872 | 110.84% | Q1 2026 | Apr 07, 2026 |
| Addison Capital Co | History | Added to | 46,964 | 1,408 | 0.25% | 0.24% | 81 | +21,997 | 88.1% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 46,440 | 1,392 | 0.0% | 0.0% | 82 | +5,663 | 13.89% | Q1 2026 | May 12, 2026 |
| Gallacher Capital Management LLC | History | New | 45,222 | 1,356 | 0.52% | — | 83 | +45,222 | New | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 44,929 | 1,347 | 0.01% | 0.01% | 84 | +19,041 | 73.55% | Q1 2026 | May 04, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 43,684 | 1,310 | 0.14% | 0.12% | 85 | +14,345 | 48.89% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 43,556 | 1,306 | 0.02% | 0.02% | 86 | +11,246 | 34.81% | Q1 2026 | Apr 17, 2026 |
| ATX Financial Planning, LLC | History | Added to | 42,502 | 1,274 | 0.97% | 1.14% | 87 | +4,359 | 11.43% | Q1 2026 | Apr 30, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 41,743 | 1,251 | 0.1% | 0.11% | 88 | +6,266 | 17.66% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 41,946 | 1,243 | 0.0% | 0.0% | 89 | -27,759 | -39.82% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 41,160 | 1,234 | 0.0% | 0.01% | 90 | -94,400 | -69.64% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 39,554 | 1,186 | 0.0% | 0.0% | 91 | -870 | -2.15% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 39,392 | 1,181 | 0.0% | — | 92 | +39,392 | New | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 39,148 | 1,174 | 0.01% | 0.01% | 93 | +2,700 | 7.41% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 38,969 | 1,168 | 0.04% | 0.04% | 95 | -27,519 | -41.39% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,960 | 1,168 | 0.02% | 0.02% | 94 | +4,212 | 12.12% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 38,768 | 1,162 | 0.0% | 0.0% | 96 | +7,445 | 23.77% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 37,044 | 1,110 | 0.65% | 0.8% | 97 | +2,114 | 6.05% | Q1 2026 | May 01, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 36,661 | 1,099 | 0.11% | 0.04% | 98 | +25,588 | 231.08% | Q1 2026 | May 06, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 35,656 | 1,069 | 0.31% | 0.32% | 99 | +7,239 | 25.47% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,110 | 1,022 | 0.0% | 0.0% | 100 | +8,858 | 35.08% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 33,340 | 999 | 0.02% | 0.01% | 101 | +19,120 | 134.46% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 33,203 | 996 | 0.05% | 0.05% | 102 | +4,427 | 15.38% | Q1 2026 | May 18, 2026 |
| Diligent Investors, LLC | History | Added to | 32,731 | 981 | 0.24% | 0.29% | 103 | +2,008 | 6.54% | Q1 2026 | Apr 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 31,612 | 948 | 0.11% | 0.25% | 104 | -16,449 | -34.23% | Q1 2026 | Apr 21, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 30,097 | 902 | 0.53% | 0.55% | 105 | +6,810 | 29.24% | Q1 2026 | Apr 16, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 899 | 0.04% | 0.05% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RHS Financial, LLC | History | Added to | 29,348 | 880 | 0.42% | 0.36% | 107 | +10,291 | 54.0% | Q1 2026 | Apr 28, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 28,761 | 862 | 0.04% | 0.05% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 28,436 | 852 | 0.14% | 0.18% | 109 | +1,736 | 6.5% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,540 | 825 | 0.01% | 0.0% | 110 | +12,711 | 85.72% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 27,447 | 823 | 0.01% | 0.01% | 111 | +6,239 | 29.42% | Q1 2026 | Apr 07, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 26,509 | 795 | 0.04% | 0.19% | 112 | -44,267 | -62.55% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 26,397 | 791 | 0.53% | 0.85% | 113 | -7,117 | -21.24% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 26,320 | 789 | 0.01% | 0.02% | 114 | -3,934 | -13.0% | Q1 2026 | May 11, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 26,197 | 785 | 0.14% | 0.15% | 115 | +6,100 | 30.35% | Q1 2026 | Apr 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 25,600 | 767 | 0.03% | 0.02% | 116 | +13,700 | 115.13% | Q1 2026 | May 15, 2026 |
| SLT Holdings LLC | History | Reduced | 25,513 | 765 | 0.52% | 0.74% | 117 | -4,180 | -14.08% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 25,440 | 762 | 0.04% | 0.04% | 118 | +6,974 | 37.77% | Q1 2026 | Apr 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 25,112 | 753 | 0.27% | 0.36% | 119 | -863 | -3.32% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 24,775 | 743 | 0.04% | 0.06% | 120 | -95 | -0.38% | Q1 2026 | Apr 28, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 24,700 | 740 | 0.05% | 0.06% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 24,586 | 737 | 0.01% | 0.02% | 122 | +441 | 1.83% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,382 | 731 | 0.0% | 0.0% | 123 | +6,238 | 34.38% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 20,432 | 730 | 0.02% | 0.01% | 124 | +14,419 | 239.8% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 24,263 | 727 | 0.01% | 0.01% | 125 | +9,203 | 61.11% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 23,753 | 712 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 21,023 | 701 | 0.3% | 0.19% | 127 | +9,888 | 88.8% | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 23,291 | 698 | 0.1% | 0.13% | 128 | +589 | 2.59% | Q1 2026 | Apr 24, 2026 |
| Cooper Financial Group | History | Added to | 23,040 | 690 | 0.07% | 0.06% | 129 | +8,669 | 60.32% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,740 | 681 | 0.02% | 0.02% | 130 | +9,751 | 75.07% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 22,635 | 678 | 0.01% | 0.01% | 131 | +1,875 | 9.03% | Q1 2026 | May 08, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 21,840 | 654 | 0.28% | 0.38% | 132 | -551 | -2.46% | Q1 2026 | Apr 15, 2026 |
| Once Capital Management, LLC | History | No change | 21,540 | 645 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Benson Wealth Management INC | History | Reduced | 21,440 | 642 | 0.88% | 1.23% | 134 | -6,998 | -24.61% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,388 | 641 | 0.0% | 0.0% | 135 | +3,301 | 18.25% | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 20,718 | 621 | 0.13% | 0.15% | 136 | +644 | 3.21% | Q1 2026 | Apr 10, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 20,661 | 619 | 0.05% | 0.06% | 137 | +1,508 | 7.87% | Q1 2026 | May 11, 2026 |
| Shay Capital LLC | History | Added to | 20,000 | 599 | 0.05% | 0.02% | 138 | +13,750 | 220.0% | Q1 2026 | May 15, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 19,785 | 593 | 0.29% | 0.34% | 141 | +2,207 | 12.56% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 19,781 | 593 | 0.04% | 0.06% | 139 | -1,825 | -8.45% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,336 | 593 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Citrine Capital LLC | History | No change | 19,312 | 579 | 0.25% | 0.35% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Reduced | 18,949 | 568 | 0.01% | 0.01% | 143 | -345 | -1.79% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,946 | 538 | 0.0% | 0.01% | 144 | -2,549 | -12.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 17,859 | 535 | 0.0% | 0.0% | 145 | -1,416 | -7.35% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 23,286 | 535 | 0.0% | 0.0% | 146 | -1,056 | -4.34% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 17,708 | 531 | 0.03% | 0.03% | 147 | +7,462 | 72.83% | Q1 2026 | Apr 27, 2026 |
| ENTREWEALTH, LLC | History | No change | 17,388 | 521 | 0.23% | 0.24% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Guild Investment Management, Inc. | History | New | 17,310 | 519 | 0.37% | — | 149 | +17,310 | New | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,141 | 514 | 0.0% | 0.0% | 150 | +3,557 | 26.19% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,101 | 512 | 0.0% | 0.0% | 151 | +10,475 | 158.09% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,899 | 506 | 0.01% | 0.01% | 152 | -1,020 | -5.69% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 16,838 | 504 | 0.02% | 0.03% | 153 | -2,846 | -14.46% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,786 | 503 | 0.0% | 0.0% | 154 | +3,873 | 29.99% | Q1 2026 | May 14, 2026 |
| Great Point Wealth Advisors, LLC | History | New | 16,712 | 501 | 0.09% | — | 156 | +16,712 | New | Q1 2026 | Apr 27, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 16,736 | 501 | 0.25% | 0.13% | 155 | +9,790 | 140.94% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | New | 16,431 | 492 | 0.14% | — | 157 | +16,431 | New | Q1 2026 | Apr 16, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | New | 16,387 | 491 | 0.05% | — | 159 | +16,387 | New | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,380 | 491 | 0.01% | 0.01% | 158 | +594 | 3.76% | Q1 2026 | May 14, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 13,871 | 489 | 0.15% | 0.18% | 160 | -10,567 | -43.24% | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,023 | 480 | 0.04% | 0.04% | 161 | +7,031 | 78.19% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 15,661 | 469 | 0.01% | 0.02% | 162 | -346 | -2.16% | Q1 2026 | May 04, 2026 |
| Haven Private, LLC | History | No change | 15,609 | 468 | 0.2% | 0.26% | 163 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ICONIQ Capital, LLC | History | No change | 15,586 | 467 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,389 | 461 | 0.0% | — | 165 | +15,389 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,333 | 459 | 0.0% | 0.0% | 166 | +15,208 | 12166.4% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,318 | 459 | 0.0% | 0.0% | 168 | -2,574 | -14.39% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 15,325 | 459 | 0.01% | 0.01% | 167 | +744 | 5.1% | Q1 2026 | Apr 13, 2026 |
| SCS Capital Management LLC | History | No change | 15,171 | 454 | 0.0% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greenspring Advisors, LLC | History | New | 15,075 | 452 | 0.03% | — | 171 | +15,075 | New | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 13,631 | 452 | 0.03% | 0.03% | 170 | +922 | 7.25% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 15,010 | 450 | 0.11% | 0.15% | 172 | -336 | -2.19% | Q1 2026 | Apr 08, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | New | 14,984 | 449 | 0.29% | — | 173 | +14,984 | New | Q1 2026 | May 11, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 14,698 | 440 | 0.28% | 0.19% | 174 | +7,413 | 101.76% | Q1 2026 | Apr 23, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 14,560 | 436 | 0.33% | 0.49% | 175 | -689 | -4.52% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY TRUST CO | History | No change | 14,430 | 432 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,334 | 429 | 0.01% | 0.02% | 177 | -2,094 | -12.75% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,951 | 418 | 0.01% | 0.01% | 178 | +7,091 | 103.37% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Added to | 13,918 | 417 | 0.0% | 0.0% | 179 | +7,450 | 115.18% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,749 | 412 | 0.02% | 0.02% | 180 | -1,955 | -12.45% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 13,731 | 411 | 0.03% | — | 181 | +13,731 | New | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,688 | 410 | 0.01% | 0.02% | 182 | +398 | 2.99% | Q1 2026 | May 06, 2026 |
| Keystone Financial Group | History | Added to | 12,757 | 410 | 0.03% | 0.04% | 183 | +372 | 3.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,470 | 400 | 0.01% | 0.01% | 184 | -918 | -7.41% | Q1 2026 | May 04, 2026 |
| SELDON CAPITAL LP | History | No change | 13,221 | 396 | 0.15% | 0.18% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 13,120 | 393 | 0.05% | 0.07% | 186 | -1,153 | -8.08% | Q1 2026 | May 04, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 13,023 | 390 | 0.02% | 0.03% | 187 | -2,016 | -13.41% | Q1 2026 | May 15, 2026 |
| SANTA MONICA PARTNERS LP | History | No change | 12,986 | 389 | 0.22% | 0.3% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 12,959 | 388 | 0.08% | 0.07% | 189 | +3,951 | 43.86% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 12,946 | 388 | 0.0% | 0.01% | 190 | +299 | 2.36% | Q1 2026 | Apr 16, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 12,533 | 376 | 0.0% | 0.0% | 191 | +3,849 | 44.32% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 12,247 | 367 | 0.0% | 0.0% | 193 | +3,682 | 42.99% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 12,252 | 367 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,131 | 363 | 0.05% | 0.08% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bison Wealth, LLC | History | New | 10,253 | 360 | 0.03% | — | 195 | +10,253 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 11,924 | 357 | 0.01% | 0.02% | 196 | -188 | -1.55% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 11,597 | 347 | 0.03% | 0.04% | 197 | +586 | 5.32% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 11,470 | 343 | 0.0% | 0.02% | 198 | -5,999 | -34.34% | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 11,400 | 341 | 0.36% | 0.89% | 199 | -11,089 | -49.31% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 11,239 | 337 | 0.01% | 0.02% | 200 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | Added to | 11,410 | 334 | 0.27% | 0.21% | 201 | +2,358 | 26.05% | Q1 2026 | Mar 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,054 | 331 | 0.03% | 0.05% | 202 | +338 | 3.15% | Q1 2026 | Apr 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,982 | 329 | 0.02% | 0.03% | 203 | +970 | 9.69% | Q1 2026 | Apr 30, 2026 |
| SMITH, MOORE & CO. | History | New | 10,969 | 328 | 0.02% | — | 204 | +10,969 | New | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,855 | 325 | 0.0% | 0.0% | 205 | -13,965 | -56.27% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 10,785 | 323 | 0.04% | — | 206 | +10,785 | New | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,680 | 320 | 0.02% | 0.03% | 207 | -1,525 | -12.49% | Q1 2026 | May 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 10,607 | 318 | 0.2% | 0.28% | 208 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 10,492 | 314 | 0.12% | 0.12% | 209 | +2,404 | 29.72% | Q1 2026 | May 05, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 10,453 | 313 | 0.27% | — | 212 | +10,453 | New | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,448 | 313 | 0.0% | 0.0% | 211 | +2,094 | 25.07% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,464 | 313 | 0.01% | 0.01% | 210 | -272 | -2.53% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,021 | 310 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Convergence Financial, LLC | History | Reduced | 10,216 | 306 | 0.03% | 0.06% | 214 | -38 | -0.37% | Q1 2026 | May 11, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 10,200 | 305 | 0.14% | 0.18% | 215 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VanderPol Investments L.L.C. | History | No change | 7,763 | 300 | 0.52% | 0.52% | 216 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,959 | 299 | 0.01% | 0.01% | 217 | +2,519 | 33.86% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,998 | 299 | 0.0% | 0.0% | 218 | -90 | -0.89% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 9,983 | 299 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WoodTrust Financial Corp | History | No change | 9,789 | 294 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,798 | 293 | 0.0% | 0.0% | 221 | +510 | 5.49% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 9,742 | 292 | 0.01% | 0.01% | 222 | -199 | -2.0% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 9,721 | 291 | 0.01% | 0.01% | 223 | +800 | 8.97% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 9,630 | 288 | 0.07% | 0.07% | 225 | +3,264 | 51.27% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 9,621 | 288 | 0.07% | 0.09% | 224 | -1,000 | -9.42% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,455 | 283 | 0.0% | 0.0% | 226 | -240 | -2.48% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | Added to | 9,335 | 279 | 0.05% | 0.06% | 227 | +1,054 | 12.73% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,229 | 276 | 0.01% | 0.01% | 228 | -48 | -0.52% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,193 | 275 | 0.0% | 0.0% | 229 | -328 | -3.45% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | New | 9,126 | 273 | 0.05% | — | 230 | +9,126 | New | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 9,022 | 271 | 0.0% | — | 231 | +9,022 | New | Q1 2026 | Apr 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,943 | 268 | 0.01% | 0.02% | 232 | +35 | 0.39% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 8,908 | 267 | 0.11% | 0.09% | 235 | +3,093 | 53.19% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 8,929 | 267 | 0.0% | 0.0% | 234 | +2,119 | 31.12% | Q1 2026 | May 15, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 8,918 | 267 | 0.06% | 0.07% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,884 | 266 | 0.01% | 0.01% | 236 | +1,393 | 18.6% | Q1 2026 | May 15, 2026 |
| Ellsworth Advisors, LLC | History | No change | 8,848 | 265 | 0.05% | 0.07% | 237 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,821 | 264 | 0.0% | 0.01% | 238 | -40 | -0.45% | Q1 2026 | May 07, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 8,776 | 263 | 0.07% | 0.09% | 239 | +480 | 5.79% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | No change | 8,780 | 263 | 0.03% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | New | 8,677 | 260 | 0.0% | — | 241 | +8,677 | New | Q1 2026 | May 12, 2026 |
| Asset Planning,Inc | History | No change | 8,650 | 259 | 0.18% | 0.24% | 242 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Verde Capital Management | History | Added to | 8,633 | 258 | 0.06% | 0.06% | 243 | +1,027 | 13.5% | Q1 2026 | Apr 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,473 | 254 | 0.03% | 0.04% | 244 | -233 | -2.68% | Q1 2026 | Apr 28, 2026 |
| Firestone Capital Management | History | Reduced | 8,425 | 252 | 0.05% | 0.28% | 246 | -26,238 | -75.69% | Q1 2026 | May 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 8,410 | 252 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 8,347 | 250 | 0.0% | — | 247 | +8,347 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,128 | 243 | 0.0% | 0.0% | 248 | -228 | -2.73% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | New | 7,993 | 239 | 0.05% | — | 249 | +7,993 | New | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,908 | 237 | 0.0% | 0.0% | 250 | +761 | 10.65% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 7,779 | 233 | 0.0% | 0.0% | 251 | -65 | -0.83% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 7,716 | 231 | 0.08% | 0.05% | 252 | +3,804 | 97.24% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,586 | 227 | 0.01% | 0.01% | 253 | +2,600 | 52.15% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 7,543 | 226 | 0.01% | 0.01% | 254 | +845 | 12.62% | Q1 2026 | Apr 29, 2026 |
| Leverty Financial Group, LLC | History | New | 7,520 | 225 | 0.05% | — | 255 | +7,520 | New | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,476 | 224 | 0.0% | 0.0% | 256 | +1,815 | 32.06% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,417 | 222 | 0.01% | 0.0% | 257 | +7,000 | 1678.66% | Q1 2026 | Apr 17, 2026 |
| Leo Wealth, LLC | History | Added to | 7,202 | 215 | 0.02% | 0.02% | 258 | +322 | 4.68% | Q1 2026 | May 05, 2026 |
| WorthPointe, LLC | History | No change | 7,131 | 213 | 0.06% | 0.07% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keystone Financial Services, LLC | History | Added to | 7,079 | 212 | 0.14% | 0.14% | 260 | +1,904 | 36.79% | Q1 2026 | Apr 21, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 7,048 | 211 | 0.1% | 0.21% | 261 | -5,207 | -42.49% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 7,007 | 210 | 0.06% | — | 263 | +7,007 | New | Q1 2026 | May 12, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 5,423 | 210 | 0.15% | 0.14% | 262 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Formidable Asset Management, LLC | History | Added to | 5,325 | 206 | 0.03% | 0.04% | 264 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Richardson Capital Management LLC | History | Added to | 6,862 | 205 | 0.1% | 0.01% | 265 | +6,426 | 1473.85% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | No change | 6,831 | 204 | 0.02% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 6,732 | 201 | 0.01% | 0.01% | 267 | -41 | -0.61% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,498 | 194 | 0.01% | 0.02% | 268 | -160 | -2.4% | Q1 2026 | Apr 14, 2026 |
| UMB Bank, n.a. | History | No change | 6,419 | 192 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 5,959 | 178 | 0.0% | 0.0% | 270 | -24 | -0.4% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 5,530 | 165 | 0.03% | 0.03% | 271 | +711 | 14.75% | Q1 2026 | Apr 22, 2026 |
| Canton Hathaway, LLC | History | No change | 5,440 | 163 | 0.03% | 0.04% | 272 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 3,586 | 157 | 0.04% | 0.04% | 273 | -1,026 | -22.25% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 4,899 | 147 | 0.02% | 0.03% | 274 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Seal Cove Capital, LLC | History | No change | 4,903 | 147 | 0.13% | 0.18% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 4,880 | 146 | 0.01% | 0.01% | 276 | +1,376 | 39.27% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | New | 4,629 | 138 | 0.0% | — | 277 | +4,629 | New | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 4,080 | 122 | 0.02% | 0.02% | 278 | +1,241 | 43.71% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 3,783 | 113 | 0.0% | 0.0% | 279 | +12 | 0.32% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,550 | 106 | 0.08% | 0.11% | 280 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,637 | 102 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,386 | 101 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,321 | 100 | 0.0% | 0.0% | 283 | -134 | -3.88% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,307 | 97 | 0.0% | 0.0% | 284 | +633 | 23.67% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,211 | 96 | 0.0% | 0.0% | 285 | -1,697 | -34.58% | Q1 2026 | Apr 20, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 3,050 | 91 | 0.01% | 0.01% | 286 | +258 | 9.24% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,014 | 90 | 0.0% | 0.0% | 287 | +84 | 2.87% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,910 | 87 | 0.01% | 0.01% | 288 | -1,580 | -35.19% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 2,700 | 80 | 0.05% | 0.09% | 289 | -873 | -24.43% | Q1 2026 | May 14, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 2,325 | 79 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 1,991 | 77 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,425 | 72 | 0.0% | 0.0% | 292 | -24 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,293 | 68 | 0.0% | 0.0% | 293 | +338 | 17.29% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Reduced | 2,247 | 67 | 0.05% | 0.07% | 294 | -375 | -14.3% | Q1 2026 | May 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 2,009 | 67 | 0.08% | 0.08% | 295 | -12 | -0.59% | Q1 2026 | Apr 29, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 2,109 | 63 | 0.03% | 0.04% | 296 | -13 | -0.61% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,999 | 59 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,944 | 58 | 0.0% | — | 298 | +1,944 | New | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,839 | 55 | 0.03% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 1,829 | 54 | 0.02% | 0.03% | 300 | -60 | -3.18% | Q1 2026 | May 01, 2026 |
| PlanVest Financial, Inc | History | New | 1,791 | 53 | 0.04% | — | 301 | +1,791 | New | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | New | 1,729 | 52 | 0.0% | — | 302 | +1,729 | New | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | New | 1,715 | 51 | 0.01% | — | 303 | +1,715 | New | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,686 | 50 | 0.01% | 0.02% | 304 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,627 | 49 | 0.04% | 0.04% | 306 | +597 | 57.96% | Q1 2026 | Apr 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,644 | 49 | 0.0% | 0.0% | 305 | -67 | -3.92% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,560 | 47 | 0.0% | 0.01% | 307 | -2,051 | -56.8% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | Reduced | 1,550 | 46 | 0.0% | 0.01% | 308 | -7,800 | -83.42% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,545 | 46 | 0.0% | — | 309 | +1,545 | New | Q1 2026 | May 19, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,533 | 45 | 0.01% | — | 311 | +1,533 | New | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 1,523 | 45 | 0.0% | 0.0% | 310 | -9 | -0.59% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,417 | 42 | 0.0% | — | 314 | +1,417 | New | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Added to | 1,429 | 42 | 0.0% | 0.0% | 313 | +1,164 | 439.25% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Reduced | 1,416 | 42 | 0.01% | 0.01% | 312 | -176 | -11.06% | Q1 2026 | May 05, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 1,400 | 41 | 0.04% | 0.05% | 315 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | No change | 1,321 | 39 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 960 | 37 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MATHER GROUP, LLC. | History | New | 1,209 | 36 | 0.0% | — | 318 | +1,209 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,183 | 35 | 0.0% | 0.0% | 319 | +581 | 96.51% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,175 | 35 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 958 | 34 | 0.0% | 0.0% | 322 | +798 | 498.75% | Q1 2026 | May 06, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 1,160 | 34 | 0.0% | 0.0% | 321 | -50 | -4.13% | Q1 2026 | Apr 15, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,075 | 32 | 0.01% | 0.0% | 324 | +1,015 | 1691.67% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,089 | 32 | 0.0% | 0.0% | 323 | -206 | -15.91% | Q1 2026 | Apr 27, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 1,092 | 32 | 0.03% | 0.04% | 325 | -190 | -14.82% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | No change | 1,078 | 32 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,009 | 30 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BESSEMER GROUP INC | History | No change | 967 | 29 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 997 | 29 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 961 | 28 | 0.0% | 0.12% | 330 | -23,144 | -96.01% | Q1 2026 | Apr 23, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 879 | 26 | 0.0% | 0.01% | 331 | -345 | -28.19% | Q1 2026 | Apr 17, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 873 | 26 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 842 | 25 | 0.01% | 0.01% | 333 | -7 | -0.82% | Q1 2026 | May 08, 2026 |
| Westfuller Advisors, LLC | History | No change | 809 | 24 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group, Inc. | History | No change | 816 | 24 | 0.01% | 0.02% | 335 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 706 | 21 | 0.0% | 0.0% | 336 | +51 | 7.79% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | New | 700 | 20 | 0.0% | — | 338 | +700 | New | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 675 | 20 | 0.01% | 0.01% | 337 | +100 | 17.39% | Q1 2026 | May 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 647 | 19 | 0.0% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Caitlin John, LLC | History | Added to | 605 | 18 | 0.01% | 0.0% | 340 | +515 | 572.22% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 595 | 17 | 0.0% | 0.0% | 341 | -70 | -10.53% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 535 | 16 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 558 | 16 | 0.0% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 510 | 15 | 0.0% | — | 345 | +510 | New | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | No change | 510 | 15 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 472 | 14 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 471 | 14 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 450 | 13 | 0.01% | 0.0% | 348 | +125 | 38.46% | Q1 2026 | Apr 14, 2026 |
| WHITTIER TRUST CO | History | No change | 436 | 13 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 465 | 13 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 415 | 12 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 432 | 12 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 410 | 12 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| American Capital Advisory, LLC | History | No change | 426 | 12 | 0.0% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avalon Trust Co | History | No change | 400 | 11 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 371 | 11 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ransom Advisory, Ltd | History | No change | 300 | 11 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Arax Advisory Partners | History | Reduced | 356 | 10 | 0.0% | 0.0% | 359 | -2,008 | -84.94% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 346 | 10 | 0.0% | 0.0% | 358 | -5 | -1.42% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 337 | 10 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 365 | 10 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 302 | 9 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Reduced | 276 | 8 | 0.0% | 0.0% | 366 | -390 | -58.56% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 273 | 8 | 0.0% | — | 364 | +272 | 27200.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 293 | 8 | 0.0% | 0.0% | 367 | +10 | 3.53% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 288 | 8 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GS Investments, Inc. | History | No change | 300 | 8 | 0.0% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 258 | 7 | 0.0% | — | 373 | +258 | New | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 255 | 7 | 0.0% | 0.0% | 371 | -65 | -20.31% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 250 | 7 | 0.0% | 0.0% | 368 | +30 | 13.64% | Q1 2026 | Apr 16, 2026 |
| JDM Financial Group LLC | History | No change | 236 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Premier Financial Group | History | No change | 149 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 7 | 0.0% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 210 | 6 | 0.0% | — | 379 | +210 | New | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 228 | 6 | 0.0% | 0.0% | 375 | -44 | -16.18% | Q1 2026 | Apr 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 220 | 6 | 0.0% | 0.0% | 374 | +18 | 8.91% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 204 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 201 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | New | 190 | 5 | 0.0% | — | 387 | +190 | New | Q1 2026 | May 05, 2026 |
| Burk Holdings LLC | History | New | 185 | 5 | 0.0% | — | 388 | +185 | New | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | Added to | 180 | 5 | 0.0% | 0.0% | 385 | +140 | 350.0% | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 182 | 5 | 0.0% | 0.0% | 383 | -52 | -22.22% | Q1 2026 | Apr 28, 2026 |
| ATWOOD & PALMER INC | History | No change | 197 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 174 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 172 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 195 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | No change | 200 | 5 | 0.0% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 157 | 4 | 0.0% | 0.0% | 393 | +70 | 80.46% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 166 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 134 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | No change | 155 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | No change | 159 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 142 | 4 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| PFS Partners, LLC | History | Reduced | 117 | 3 | 0.0% | 0.0% | 405 | -23 | -16.43% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Added to | 104 | 3 | 0.0% | 0.0% | 400 | +4 | 4.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 110 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 128 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hurley Capital, LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 127 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | No change | 90 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | No change | 109 | 3 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Osbon Capital Management LLC | History | Reduced | 98 | 2 | 0.0% | 0.2% | 411 | -5,420 | -98.22% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 100 | 2 | 0.0% | — | 420 | +100 | New | Q1 2026 | Apr 29, 2026 |
| Main Street Group, LTD | History | New | 100 | 2 | 0.0% | — | 422 | +100 | New | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 408 | -95 | -48.72% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 88 | 2 | 0.0% | — | 425 | +88 | New | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 80 | 2 | 0.0% | — | 423 | +80 | New | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 75 | 2 | 0.0% | — | 424 | +75 | New | Q1 2026 | May 15, 2026 |
| Strengthening Families & Communities, LLC | History | New | 71 | 2 | 0.0% | — | 421 | +71 | New | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 96 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | No change | 100 | 2 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 96 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 99 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SWAN Capital LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 76 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Boreal Capital Management LLC | History | Reduced | 52 | 1 | 0.0% | 0.01% | 443 | -224 | -81.16% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 59 | 1 | 0.0% | — | 451 | +59 | New | Q1 2026 | May 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 54 | 1 | 0.0% | — | 448 | +54 | New | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | New | 52 | 1 | 0.0% | — | 447 | +52 | New | Q1 2026 | May 07, 2026 |
| Financial Life Planners | History | New | 44 | 1 | 0.0% | — | 449 | +44 | New | Q1 2026 | Apr 24, 2026 |
| Trask Adam Roland | History | New | 40 | 1 | 0.0% | — | 450 | +40 | New | Q1 2026 | May 15, 2026 |
| Axiom Investment Management LLC | History | New | 34 | 1 | 0.0% | — | 445 | +34 | New | Q1 2026 | May 26, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 41 | 1 | 0.0% | 0.0% | 437 | -30 | -42.25% | Q1 2026 | Apr 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 438 | +30 | 93.75% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | New | 26 | 1 | 0.0% | — | 446 | +26 | New | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 45 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| High Note Wealth, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | No change | 52 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Motiv8 Investments LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financially Speaking Inc | History | No change | 55 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Multicoin Capital Management, LLC | History | Closed out | 0 | 0 | — | 8.95% | — | -264,361 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -97,499 | -100.0% | Q1 2026 | May 13, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -60,929 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Spahn Wealth & Retirement LLC | History | Closed out | 0 | 0 | — | 1.28% | — | -53,398 | -100.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -48,845 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -38,697 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -29,714 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Elm Partners Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -27,600 | -100.0% | Q1 2026 | May 13, 2026 |
| KIDS CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.72% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,429 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Armbruster Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,808 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,515 | -100.0% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,638 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,567 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,477 | -100.0% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,381 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -10,256 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,379 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,187 | -100.0% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,448 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,146 | -100.0% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,319 | -100.0% | Q1 2026 | May 06, 2026 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,278 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,079 | -100.0% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,910 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,742 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PYA Waltman Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,696 | -100.0% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,542 | -100.0% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,470 | -100.0% | Q1 2026 | May 07, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,437 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,423 | -100.0% | Q1 2026 | Apr 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,385 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Gainplan LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,138 | -100.0% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,032 | -100.0% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,013 | -100.0% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,896 | -100.0% | Q1 2026 | May 08, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,862 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Veery Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,767 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -5,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,709 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,668 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,649 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NavPoint Financial, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,632 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,578 | -100.0% | Q1 2026 | May 08, 2026 |
| Ballast Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,514 | -100.0% | Q1 2026 | May 13, 2026 |
| SPROTT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,500 | -100.0% | Q1 2026 | May 08, 2026 |
| Demars Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,442 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,357 | -100.0% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,282 | -100.0% | Q1 2026 | May 15, 2026 |
| Mills Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,240 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,197 | -100.0% | Q1 2026 | May 12, 2026 |
| FWG Holdings, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,074 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,140 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,200 | -100.0% | Q1 2026 | May 15, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,800 | -100.0% | Q1 2026 | May 08, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,252 | -100.0% | Q1 2026 | May 14, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -900 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -603 | -100.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -564 | -95.27% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -230 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -225 | -95.74% | Q1 2026 | Apr 23, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -222 | -100.0% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -182 | -98.38% | Q1 2026 | Apr 28, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | Reduced | 32 | 0 | — | 0.0% | — | -39 | -54.93% | Q1 2026 | May 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Westend Capital Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 14, 2026 |
| Longview Financial Advisors, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Science Advisors LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wall Street Financial Group, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 05, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 04, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 15 | 0 | — | — | — | -10 | -40.0% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Added to | 30 | 0 | — | — | — | +6 | 25.0% | Q1 2026 | Apr 10, 2026 |
| Frazier Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DANSKE BANK A/S | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cheviot Value Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eukles Asset Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Versant Capital Management, Inc | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Avion Wealth | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Missouri Trust & Investment Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 27 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Graney & King, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kentucky Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 32 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key Capital Management, INC | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |