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 | No change | 6,067,993 | 157,464 | 1.79% | 1.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullish | History | No change | 4,523,963 | 117,396 | 65.87% | 65.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,564,896 | 66,559 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 960,694 | 35,497 | 5.12% | 3.06% | 4 | +6,126 | 0.64% | Q3 2026 | Oct 14, 2026 |
| EMORY UNIVERSITY | History | No change | 1,354,148 | 35,140 | 21.95% | 21.95% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Advisors, LLC | History | No change | 1,306,342 | 33,899 | 7.12% | 7.12% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidal Investments LLC | History | No change | 1,093,783 | 28,383 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 859,068 | 22,292 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | No change | 637,727 | 16,549 | 6.12% | 6.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SteelPeak Wealth, LLC | History | No change | 585,796 | 15,201 | 0.39% | 0.39% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ovata Capital Management Ltd | History | No change | 551,872 | 14,332 | 1.08% | 1.08% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ParaFi Capital LP | History | No change | 520,000 | 13,494 | 3.74% | 3.74% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 517,836 | 13,437 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 423,419 | 10,987 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 385,238 | 9,997 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 381,271 | 9,893 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 360,740 | 9,361 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 359,999 | 9,341 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 358,167 | 9,294 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 351,755 | 9,128 | 1.16% | 1.16% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apriem Advisors | History | No change | 330,202 | 8,568 | 0.74% | 0.74% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 320,872 | 8,326 | 1.12% | 1.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verde Capital Management | History | No change | 320,526 | 8,317 | 1.54% | 1.54% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 286,710 | 7,440 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 273,410 | 7,094 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 256,832 | 6,664 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 252,904 | 6,562 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 205,477 | 5,332 | 2.06% | 2.06% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 205,477 | 5,332 | 2.06% | 2.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 140,932 | 5,207 | 0.64% | 0.48% | 30 | -718 | -0.51% | Q3 2026 | Oct 09, 2026 |
| Reliant Wealth Planning | History | No change | 186,312 | 4,834 | 1.33% | 1.33% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 173,925 | 4,513 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATAURO, LLC | History | No change | 170,767 | 4,431 | 0.59% | 0.59% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VVR Holdings LLC | History | No change | 168,908 | 4,383 | 1.9% | 1.9% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 168,492 | 4,372 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 165,079 | 4,284 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 161,725 | 4,196 | 1.91% | 1.91% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 161,416 | 4,188 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 161,265 | 4,184 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebrook Private Inc. | History | No change | 154,323 | 4,004 | 0.73% | 0.73% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 145,717 | 3,889 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 145,908 | 3,786 | 1.19% | 1.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 145,081 | 3,764 | 0.24% | 0.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 144,683 | 3,754 | 1.05% | 1.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Weil Company, Inc. | History | Added to | 101,064 | 3,734 | 0.64% | 0.41% | 45 | +12,053 | 13.54% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 143,395 | 3,721 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Security Advisor, Inc. | History | No change | 142,916 | 3,708 | 0.6% | 0.6% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 141,129 | 3,662 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centurion Wealth Management LLC | History | Added to | 94,470 | 3,490 | 0.84% | 0.57% | 49 | +2,030 | 2.2% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 127,533 | 3,309 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 123,284 | 3,199 | 0.74% | 0.74% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 122,160 | 3,170 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFG Wealth Management, LLC | History | No change | 118,551 | 3,076 | 3.09% | 3.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 109,411 | 2,839 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cushing Capital Partners, LLC | History | No change | 106,264 | 2,757 | 1.9% | 1.9% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 99,464 | 2,581 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abacus Planning Group, Inc. | History | No change | 99,249 | 2,575 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 90,831 | 2,357 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 87,238 | 2,263 | 0.95% | 0.95% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 60,734 | 2,244 | 0.09% | — | 60 | +60,734 | New | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 86,440 | 2,243 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 84,447 | 2,191 | 1.2% | 1.2% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,057 | 2,182 | 0.02% | 0.01% | 63 | +10,309 | 21.15% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 83,504 | 2,166 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 57,961 | 2,141 | 0.35% | 0.24% | 65 | +908 | 1.59% | Q3 2026 | Oct 13, 2026 |
| MAD RIVER INVESTORS | History | No change | 81,517 | 2,115 | 0.79% | 0.79% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 77,221 | 2,003 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 53,579 | 1,979 | 1.1% | 0.87% | 68 | -6,735 | -11.17% | Q3 2026 | Oct 09, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 73,612 | 1,910 | 0.19% | 0.19% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 69,462 | 1,802 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 69,336 | 1,799 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aries Wealth Management | History | No change | 64,542 | 1,674 | 0.33% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 64,100 | 1,663 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FFG Partners, LLC | History | No change | 63,232 | 1,640 | 0.47% | 0.47% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 41,316 | 1,526 | 0.1% | 0.08% | 75 | -929 | -2.2% | Q3 2026 | Oct 14, 2026 |
| Balboa Wealth Partners | History | No change | 58,318 | 1,513 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 57,410 | 1,489 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fielder Capital Group LLC | History | No change | 56,638 | 1,469 | 0.32% | 0.32% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 38,227 | 1,412 | 0.73% | 0.62% | 79 | -5,088 | -11.75% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 54,057 | 1,402 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Reduced | 37,491 | 1,385 | 0.11% | 0.08% | 81 | -195 | -0.52% | Q3 2026 | Oct 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 53,040 | 1,376 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RHS Financial, LLC | History | Added to | 36,711 | 1,356 | 0.46% | 0.25% | 83 | +12,364 | 50.78% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,739 | 1,326 | 0.0% | 0.0% | 84 | -3,041 | -7.64% | Q3 2026 | Oct 13, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 35,685 | 1,318 | 0.84% | 0.74% | 85 | -7,154 | -16.7% | Q3 2026 | Oct 14, 2026 |
| Cerity Partners LLC | History | No change | 50,245 | 1,303 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 48,919 | 1,269 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMI Advisory Services, LLC | History | New | 33,296 | 1,210 | 0.19% | — | 88 | +33,296 | New | Q3 2026 | Oct 13, 2026 |
| Savant Capital, LLC | History | No change | 46,541 | 1,209 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Capital Co | History | No change | 46,584 | 1,208 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 45,151 | 1,171 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 44,819 | 1,163 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 44,504 | 1,154 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 44,368 | 1,151 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 44,298 | 1,149 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Red Door Wealth Management, LLC | History | No change | 44,233 | 1,147 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 44,114 | 1,144 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 43,786 | 1,136 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TigerOak Management, L.L.C. | History | No change | 42,643 | 1,106 | 0.31% | 0.31% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gem Investment Advisors, LLC | History | No change | 41,617 | 1,079 | 0.66% | 0.66% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC | History | No change | 38,858 | 1,008 | 0.6% | 0.6% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 38,318 | 994 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 37,833 | 981 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 37,330 | 968 | 0.53% | 0.53% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 37,115 | 963 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Interchange Capital Partners, LLC | History | No change | 36,907 | 957 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sankala Group LLC | History | No change | 32,503 | 929 | 0.62% | 0.62% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Claro Advisors Inc. | History | No change | 33,957 | 881 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,876 | 879 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | No change | 33,713 | 874 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 33,000 | 856 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gallacher Capital Management LLC | History | No change | 32,157 | 834 | 0.47% | 0.47% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 31,455 | 816 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bison Wealth, LLC | History | Added to | 22,044 | 806 | 0.07% | 0.05% | 114 | +4,352 | 24.6% | Q3 2026 | Oct 13, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 778 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 28,222 | 732 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 24,263 | 727 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,819 | 721 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 27,761 | 720 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kaizen Financial Strategies | History | Reduced | 19,290 | 712 | 0.28% | 0.17% | 120 | -268 | -1.37% | Q3 2026 | Oct 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 26,996 | 700 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Proficio Capital Partners LLC | History | No change | 26,509 | 687 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 26,271 | 682 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LMG Wealth Partners, LLC | History | No change | 26,263 | 681 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,140 | 678 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 25,951 | 673 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 25,600 | 664 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Berger Financial Group, Inc | History | No change | 25,473 | 661 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 24,829 | 644 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 24,700 | 640 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 24,520 | 636 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bleakley Financial Group, LLC | History | No change | 24,176 | 627 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SLT Holdings LLC | History | No change | 24,182 | 627 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 24,116 | 625 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 23,589 | 612 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 23,592 | 612 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 23,535 | 610 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 22,962 | 595 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,905 | 594 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 22,683 | 588 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BOKF, NA | History | No change | 22,635 | 587 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 22,444 | 582 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Once Capital Management, LLC | History | No change | 21,540 | 558 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 15,086 | 557 | 0.33% | 0.18% | 144 | +2,366 | 18.6% | Q3 2026 | Oct 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 21,440 | 556 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,443 | 556 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 21,388 | 555 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 21,230 | 550 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citrine Capital LLC | History | No change | 14,901 | 550 | 0.19% | 0.14% | 149 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Intellectus Partners, LLC | History | No change | 20,682 | 536 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Convergence Financial, LLC | History | No change | 20,432 | 530 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 14,334 | 529 | 0.32% | 0.22% | 152 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 20,126 | 522 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Broadhurst Jeffrey B | History | No change | 20,000 | 519 | 1.1% | 1.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,666 | 510 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 19,205 | 498 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Benson Wealth Management INC | History | No change | 19,114 | 496 | 0.5% | 0.5% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Trust Co | History | No change | 18,999 | 493 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 13,332 | 492 | 0.11% | 0.08% | 160 | -1,551 | -10.42% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 18,996 | 492 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 18,985 | 492 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 18,906 | 490 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,526 | 480 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Guild Investment Management, Inc. | History | No change | 18,440 | 478 | 0.33% | 0.33% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AWM CAPITAL, LLC | History | No change | 18,344 | 476 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,964 | 466 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 17,981 | 466 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 17,858 | 463 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,779 | 461 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Independent Advisor Alliance | History | No change | 17,498 | 454 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,102 | 443 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 16,802 | 436 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Advisory Group, LLC | History | Reduced | 11,776 | 435 | 0.32% | 0.24% | 174 | -289 | -2.4% | Q3 2026 | Oct 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,786 | 435 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 16,712 | 433 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 11,713 | 432 | 0.05% | 0.04% | 176 | -161 | -1.36% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | No change | 16,504 | 428 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,849 | 411 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,695 | 407 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ICONIQ Capital, LLC | History | No change | 15,586 | 404 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,806 | 399 | 0.01% | 0.01% | 181 | +2,143 | 24.74% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,414 | 399 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 15,356 | 398 | 0.37% | 0.37% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Haven Private, LLC | History | No change | 15,310 | 397 | 0.15% | 0.15% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,714 | 395 | 0.01% | 0.01% | 185 | +185 | 1.76% | Q3 2026 | Oct 13, 2026 |
| SCS Capital Management LLC | History | No change | 15,171 | 393 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 15,181 | 393 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 14,851 | 385 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carnegie Investment Counsel | History | No change | 14,595 | 378 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 14,560 | 377 | 0.22% | 0.22% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 14,423 | 374 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,432 | 374 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 14,369 | 372 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TME FINANCIAL, INC. | History | Added to | 9,953 | 367 | 0.23% | 0.15% | 194 | +474 | 5.0% | Q3 2026 | Oct 14, 2026 |
| WoodTrust Financial Corp | History | No change | 9,789 | 362 | 0.04% | 0.03% | 195 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,887 | 360 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 13,874 | 360 | 0.21% | 0.21% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 9,700 | 358 | 0.15% | 0.11% | 198 | -500 | -4.9% | Q3 2026 | Oct 07, 2026 |
| Larson Financial Group LLC | History | No change | 13,789 | 357 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 13,705 | 355 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 13,339 | 346 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 13,274 | 344 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 13,148 | 341 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mirador Capital Partners LP | History | New | 9,227 | 340 | 0.04% | — | 204 | +9,227 | New | Q3 2026 | Oct 09, 2026 |
| SANTA MONICA PARTNERS LP | History | No change | 12,986 | 337 | 0.18% | 0.18% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,660 | 333 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | No change | 12,752 | 330 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,576 | 326 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 12,448 | 323 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richardson Capital Management LLC | History | No change | 12,465 | 323 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,086 | 314 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 12,072 | 313 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 11,969 | 310 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | New | 8,033 | 301 | 0.04% | — | 215 | +8,033 | New | Q3 2026 | Oct 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 11,618 | 301 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,588 | 300 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,591 | 300 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 11,547 | 299 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Firestone Capital Management | History | No change | 11,525 | 299 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lotus Asset Management LLC | History | No change | 8,112 | 299 | 0.25% | 0.19% | 220 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,383 | 295 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 7,982 | 294 | 0.02% | 0.01% | 222 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,289 | 292 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 11,239 | 291 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gainplan LLC | History | New | 7,873 | 290 | 0.11% | — | 226 | +7,873 | New | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 11,181 | 290 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,144 | 289 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,064 | 287 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,809 | 280 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 10,607 | 275 | 0.15% | 0.15% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 10,570 | 274 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 10,492 | 272 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 10,273 | 266 | 0.16% | 0.16% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,865 | 255 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ellsworth Advisors, LLC | History | No change | 8,848 | 254 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,764 | 253 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 9,761 | 253 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Services, LLC | History | No change | 9,699 | 251 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,620 | 250 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | No change | 9,621 | 249 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avondale Wealth Management | History | No change | 9,584 | 248 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN ADVISORY INC | History | No change | 9,455 | 245 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,457 | 245 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,102 | 236 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 9,126 | 236 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 3EDGE Asset Management, LP | History | No change | 9,013 | 233 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 9,007 | 233 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 8,918 | 231 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curran Financial Partners, LLC | History | No change | 8,866 | 230 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 8,780 | 227 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,701 | 225 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Planning,Inc | History | No change | 8,650 | 224 | 0.15% | 0.15% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burford Brothers, Inc. | History | No change | 8,531 | 221 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,423 | 218 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAPIENT CAPITAL LLC | History | New | 5,799 | 214 | 0.0% | — | 255 | +5,799 | New | Q3 2026 | Oct 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 8,173 | 212 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 5,658 | 209 | 0.02% | — | 257 | +5,658 | New | Q3 2026 | Oct 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,858 | 203 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,684 | 199 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,355 | 190 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,778 | 175 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,498 | 168 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UMB Bank, n.a. | History | No change | 6,419 | 166 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,107 | 151 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 5,726 | 148 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | Reduced | 3,892 | 143 | 0.08% | 0.12% | 266 | -4,888 | -55.67% | Q3 2026 | Oct 09, 2026 |
| Canton Hathaway, LLC | History | No change | 5,440 | 141 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | No change | 5,256 | 136 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,550 | 131 | 0.09% | 0.06% | 269 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| TSFG, LLC | History | No change | 4,899 | 127 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,301 | 112 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 4,080 | 105 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 3,920 | 101 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,280 | 95 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 3,527 | 91 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,540 | 91 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,307 | 88 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,386 | 87 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 3,322 | 87 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 3,324 | 86 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bogart Wealth, LLC | History | No change | 3,074 | 79 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,968 | 77 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horrell Capital Management, Inc. | History | No change | 2,109 | 77 | 0.04% | 0.02% | 283 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 2,904 | 75 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,781 | 72 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,792 | 72 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,630 | 68 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 2,386 | 61 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 2,325 | 60 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 2,221 | 57 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,421 | 52 | 0.02% | 0.01% | 291 | +100 | 7.57% | Q3 2026 | Oct 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,989 | 51 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,955 | 50 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,950 | 50 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,926 | 49 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,829 | 47 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PlanVest Financial, Inc | History | No change | 1,817 | 47 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,783 | 46 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,220 | 45 | 0.0% | 0.0% | 299 | +11 | 0.91% | Q3 2026 | Oct 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,686 | 43 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,644 | 42 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VIMA LLC | History | No change | 1,619 | 42 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 1,566 | 40 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 1,550 | 40 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 1,272 | 33 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,160 | 30 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group, Inc. | History | No change | 816 | 30 | 0.02% | 0.01% | 307 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NFSG Corp | History | No change | 1,146 | 29 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 785 | 29 | 0.02% | 0.01% | 309 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MRP Capital Investments, LLC | History | No change | 1,092 | 28 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,009 | 26 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| BESSEMER GROUP INC | History | No change | 967 | 25 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 997 | 25 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 927 | 24 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 961 | 24 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 879 | 22 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 873 | 22 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 842 | 21 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 776 | 20 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 774 | 20 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westfuller Advisors, LLC | History | No change | 796 | 20 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 743 | 19 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Polaris Financial Partners | History | New | 276 | 17 | 0.01% | — | 324 | +276 | New | Q3 2026 | Oct 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 675 | 17 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rydar Equities, Inc. | History | New | 450 | 16 | 0.01% | — | 325 | +450 | New | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 595 | 15 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 540 | 14 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 558 | 14 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 569 | 14 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 572 | 14 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 508 | 14 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 535 | 13 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 510 | 13 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 436 | 12 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GFS Advisors, LLC | History | No change | 421,760 | 12 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GS Investments, Inc. | History | No change | 500 | 12 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 472 | 12 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 465 | 12 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 471 | 12 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Colonial Trust Advisors | History | No change | 432 | 11 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 426 | 11 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 415 | 10 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 399 | 10 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avalon Trust Co | History | No change | 400 | 10 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 392 | 10 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 365 | 9 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 373 | 9 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 371 | 9 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | No change | 346 | 8 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 228 | 8 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 341 | 8 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 309 | 8 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vision Retirement, LLC | History | No change | 320 | 8 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 195 | 7 | 0.01% | 0.0% | 354 | -280 | -58.95% | Q3 2026 | Oct 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 200 | 7 | 0.0% | 0.0% | 357 | -6 | -2.91% | Q3 2026 | Oct 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 197 | 7 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 280 | 7 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 302 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YANKCOM Partnership | History | No change | 280 | 7 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 265 | 6 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JDM Financial Group LLC | History | No change | 236 | 6 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | No change | 262 | 6 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 255 | 6 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 6 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 220 | 5 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 207 | 5 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 214 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 155 | 5 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Truvestments Capital LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 195 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 201 | 5 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 205 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walsh & Associates, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 166 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 174 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 172 | 4 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 127 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 182 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Burk Holdings LLC | History | No change | 185 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 128 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 88 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CVA Family Office, LLC | History | No change | 135 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 132 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Park Advisors LLC | History | No change | 142 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 96 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manchester Capital Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 100 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 103 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 97 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 96 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 99 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | No change | 90 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 100 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 80 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tidemark, LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bullock Wealth Management Group | History | No change | 54 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Holos Integrated Wealth LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forum Finance Group S.A. | History | No change | 88 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 45 | 1 | 0.0% | 0.0% | 409 | -50 | -52.63% | Q3 2026 | Oct 05, 2026 |
| IFS Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 434 | +32 | New | Q3 2026 | Oct 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 58 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NVWM, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | No change | 30 | 1 | 0.0% | — | 419 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| High Note Wealth, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWAN Capital LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Perspectives, Inc | History | No change | 76 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financially Speaking Inc | History | No change | 55 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Life Planners | History | No change | 44 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 40 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burnham & Co LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,350 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,434 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,250 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2026 | Oct 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 07, 2026 |
| CITY HOLDING CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DANSKE BANK A/S | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Westend Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cheviot Value Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Axiom Investment Management LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Advisors | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eukles Asset Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Center for Financial Services | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Front Row Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Avion Wealth | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifeSteps Financial, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Abound Wealth Management | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Colonial Trust Co / SC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graney & King, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boreal Capital Management LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |