Crexendo, Inc. - CXDO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,065,200 | 7,957 | 0.0% | 0.0% | 1 | +205,905 | 23.96% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,020,452 | 7,622 | 0.06% | 0.04% | 2 | +323,390 | 46.39% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 817,100 | 6,103 | 0.0% | 0.0% | 3 | +72,058 | 9.67% | Q2 2026 | Aug 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 710,874 | 5,310 | 0.7% | 0.73% | 4 | -32,112 | -4.32% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 610,092 | 4,557 | 0.0% | 0.0% | 5 | +528,803 | 650.52% | Q2 2026 | Sep 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 547,122 | 4,085 | 0.0% | 0.0% | 6 | +36,289 | 7.1% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 491,747 | 3,673 | 0.0% | 0.0% | 7 | +404,911 | 466.29% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 461,170 | 3,446 | 0.0% | 0.0% | 8 | +16,830 | 3.79% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 450,981 | 3,368 | 0.0% | 0.0% | 9 | +104,244 | 30.06% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 444,639 | 3,321 | 0.0% | 0.0% | 10 | +64,312 | 16.91% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 440,110 | 3,287 | 0.0% | 0.0% | 11 | +366,349 | 496.67% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 424,362 | 3,169 | 0.0% | 0.0% | 12 | +354,467 | 507.14% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 410,602 | 3,067 | 0.0% | 0.0% | 13 | +4,160 | 1.02% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 359,974 | 2,689 | 0.6% | 0.93% | 14 | -242,949 | -40.3% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 328,350 | 2,452 | 0.0% | 0.0% | 15 | +68,231 | 26.23% | Q2 2026 | Sep 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 322,133 | 2,406 | 0.0% | 0.0% | 16 | +40,479 | 14.37% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 239,385 | 1,788 | 0.15% | 0.13% | 17 | +6,809 | 2.93% | Q2 2026 | Aug 06, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Added to | 212,825 | 1,589 | 1.19% | 1.13% | 18 | +17,975 | 9.23% | Q2 2026 | Jul 24, 2026 |
| MidFirst Bank | History | No change | 197,346 | 1,474 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 196,429 | 1,467 | 0.0% | 0.0% | 20 | +12,360 | 6.71% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 188,899 | 1,411 | 0.01% | 0.0% | 21 | +110,087 | 139.68% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 184,086 | 1,375 | 0.0% | 0.0% | 22 | +158,980 | 633.24% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | Reduced | 183,171 | 1,368 | 0.21% | 0.17% | 23 | -12,200 | -6.24% | Q2 2026 | Jul 22, 2026 |
| IMC-Chicago, LLC | History | New | 177,327 | 1,324 | 0.0% | — | 24 | +177,327 | New | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 174,232 | 1,301 | 0.0% | 0.0% | 25 | +115,116 | 194.73% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 166,564 | 1,244 | 0.0% | 0.0% | 26 | -75,202 | -31.11% | Q2 2026 | Aug 14, 2026 |
| Byrne Asset Management LLC | History | Reduced | 12,865 | 1,173 | 0.63% | 0.92% | 27 | -1,365 | -9.59% | Q2 2026 | Jul 07, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 129,470 | 967 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 127,281 | 950 | 0.0% | 0.0% | 29 | +12,925 | 11.3% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 126,972 | 948 | 0.0% | 0.0% | 30 | +24,758 | 24.22% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 118,414 | 885 | 0.0% | — | 31 | +118,414 | New | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 116,581 | 870 | 0.0% | — | 32 | +116,581 | New | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | New | 113,260 | 846 | 0.0% | — | 33 | +113,260 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 110,177 | 823 | 0.0% | 0.0% | 34 | -313,907 | -74.02% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 100,000 | 747 | 0.02% | — | 35 | +100,000 | New | Q2 2026 | Jul 31, 2026 |
| Informed Momentum Co LLC | History | New | 96,642 | 721 | 0.06% | — | 36 | +96,642 | New | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 92,240 | 689 | 0.0% | — | 37 | +92,240 | New | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 83,260 | 621 | 0.0% | 0.0% | 38 | -23,525 | -22.03% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 77,514 | 579 | 0.0% | 0.0% | 39 | +67,018 | 638.51% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 76,755 | 573 | 0.0% | 0.0% | 40 | +58,977 | 331.74% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 71,515 | 534 | 0.09% | 0.08% | 41 | +3,777 | 5.58% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 70,237 | 524 | 0.0% | 0.0% | 42 | +37,055 | 111.67% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 68,300 | 510 | 0.01% | 0.01% | 43 | +2,800 | 4.27% | Q2 2026 | Jul 15, 2026 |
| Connective Capital Management, LLC | History | New | 62,229 | 464 | 0.33% | — | 45 | +62,229 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 62,219 | 464 | 0.0% | 0.0% | 44 | -60,061 | -49.12% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 57,682 | 431 | 0.03% | 0.02% | 46 | +1,117 | 1.97% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 53,622 | 400 | 0.0% | 0.0% | 47 | +51,332 | 2241.57% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 50,400 | 376 | 0.0% | 0.0% | 48 | +41,400 | 460.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 50,369 | 376 | 0.0% | 0.0% | 49 | +29,789 | 144.75% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,897 | 357 | 0.0% | 0.0% | 50 | +20,569 | 75.27% | Q2 2026 | Aug 12, 2026 |
| Integrated Quantitative Investments LLC | History | New | 46,719 | 348 | 0.06% | — | 51 | +46,719 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,026 | 343 | 0.0% | 0.0% | 52 | -31,995 | -41.01% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 44,861 | 335 | 0.0% | 0.0% | 53 | -13,615 | -23.28% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 44,800 | 334 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Traynor Capital Management, Inc. | History | No change | 44,722 | 334 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 43,536 | 325 | 0.01% | 0.02% | 56 | -6,836 | -13.57% | Q2 2026 | Jul 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 43,274 | 323 | 0.0% | 0.0% | 57 | +5,646 | 15.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 41,780 | 312 | 0.0% | — | 58 | +41,780 | New | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 40,388 | 301 | 0.0% | — | 59 | +40,388 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,000 | 298 | 0.0% | 0.0% | 60 | -115,276 | -74.24% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,256 | 293 | 0.0% | 0.0% | 61 | +793 | 2.06% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 38,361 | 286 | 0.0% | 0.0% | 62 | +18,403 | 92.21% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 32,069 | 239 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | New | 28,602 | 213 | 0.01% | — | 64 | +28,602 | New | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 27,871 | 208 | 0.0% | — | 65 | +27,871 | New | Q2 2026 | Aug 10, 2026 |
| Belvedere Trading LLC | History | New | 21,978 | 164 | 0.0% | — | 66 | +21,978 | New | Q2 2026 | Jul 31, 2026 |
| BankChampaign, National Association | History | New | 20,893 | 156 | 0.12% | — | 67 | +20,893 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 20,689 | 154 | 0.0% | 0.0% | 68 | +895 | 4.52% | Q2 2026 | Jul 20, 2026 |
| Centiva Capital, LP | History | Reduced | 20,048 | 149 | 0.0% | 0.0% | 69 | -3,197 | -13.75% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 21,217 | 146 | 0.0% | — | 71 | +21,217 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 21,217 | 146 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 19,426 | 145 | 0.02% | 0.01% | 72 | +6,943 | 55.62% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 18,873 | 140 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,452 | 137 | 0.0% | 0.0% | 74 | +6,926 | 60.09% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,719 | 132 | 0.0% | 0.0% | 75 | +1,303 | 7.94% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,861 | 125 | 0.0% | 0.0% | 76 | +10,605 | 169.52% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,537 | 123 | 0.0% | 0.0% | 77 | +4,015 | 32.06% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,545 | 102 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 12,091 | 90 | 0.0% | — | 79 | +12,091 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 14,200 | 87 | 0.0% | — | 81 | +14,200 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 11,684 | 87 | 0.0% | 0.0% | 80 | +840 | 7.75% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 11,025 | 82 | 0.0% | — | 82 | +11,025 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 10,738 | 80 | 0.0% | 0.0% | 83 | -1,118 | -9.43% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 8,670 | 64 | 0.0% | 0.0% | 84 | +7,759 | 851.7% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,512 | 63 | 0.0% | 0.0% | 85 | +325 | 3.97% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,850 | 58 | 0.0% | 0.0% | 86 | -16,126 | -67.26% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 7,800 | 58 | 0.0% | 0.0% | 87 | -5,100 | -39.53% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,000 | 44 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 7,128 | 43 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,754 | 42 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,903 | 36 | 0.0% | 0.0% | 91 | +3,644 | 289.44% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,747 | 35 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,850 | 28 | 0.0% | 0.0% | 93 | +871 | 29.24% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 3,158 | 23 | 0.0% | — | 94 | +3,158 | New | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | New | 3,154 | 23 | 0.0% | — | 95 | +3,154 | New | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 2,028 | 15 | 0.0% | 0.0% | 96 | +723 | 55.4% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,626 | 12 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,560 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,477 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,064 | 8 | 0.0% | 0.0% | 100 | +611 | 134.88% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 997 | 7 | 0.0% | 0.0% | 101 | +381 | 61.85% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 990 | 7 | 0.0% | 0.0% | 102 | -129 | -11.53% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 743 | 5 | 0.0% | — | 103 | +694 | 1416.33% | Q2 2026 | Aug 10, 2026 |
| WEST PACES ADVISORS INC. | History | New | 477 | 3 | 0.0% | — | 106 | +477 | New | Q2 2026 | Jul 17, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 431 | 3 | 0.0% | 0.0% | 104 | -329 | -43.29% | Q2 2026 | Jul 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 504 | 3 | 0.0% | 0.0% | 105 | -93 | -15.58% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 400 | 2 | 0.0% | — | 107 | +400 | New | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 332 | 2 | 0.0% | — | 108 | +332 | New | Q2 2026 | Jul 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 242 | 1 | 0.0% | 0.0% | 110 | -691 | -74.06% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 266 | 1 | 0.0% | — | 112 | +266 | New | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | New | 220 | 1 | 0.0% | — | 113 | +220 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 213 | 1 | 0.0% | 0.0% | 111 | -30 | -12.35% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 250 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Potomac Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -139,568 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -43,800 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,726 | -100.0% | Q2 2026 | Aug 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,897 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,763 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,334 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 107 | 0 | — | — | — | +107 | New | Q2 2026 | Jul 02, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -73 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 121 | 0 | — | 0.0% | — | -64 | -34.59% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 122 | 0 | — | — | — | +42 | 52.5% | Q2 2026 | Jul 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 22 | 0 | — | — | — | -30 | -57.69% | Q2 2026 | Jul 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 65 | 0 | — | — | — | -29 | -30.85% | Q2 2026 | Jul 28, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 86 | 0 | — | — | — | -20 | -18.87% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 42 | 0 | — | — | — | -5 | -10.64% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |