FS Credit Opportunities Corp. - FSCO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,167,108 | 31,452 | 0.04% | 0.06% | 1 | -821,138 | -11.75% | Q1 2026 | Apr 27, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 4,008,422 | 20,442 | 1.02% | — | 2 | +4,008,422 | New | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 3,883,721 | 19,807 | 0.4% | 0.41% | 3 | +636,631 | 19.61% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,810,812 | 19,435 | 0.05% | 0.07% | 4 | -430,406 | -10.15% | Q1 2026 | Apr 30, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 3,679,935 | 18,767 | 6.38% | 4.05% | 5 | +1,780,154 | 93.7% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,563,531 | 18,174 | 0.3% | 0.01% | 6 | +3,453,693 | 3144.35% | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 3,474,655 | 17,720 | 3.58% | 0.53% | 7 | +3,080,389 | 781.3% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Reduced | 2,292,797 | 11,693 | 0.0% | 0.0% | 8 | -253,547 | -9.96% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,264,663 | 11,549 | 0.01% | 0.02% | 9 | -644,289 | -22.15% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,212,945 | 11,286 | 0.0% | 0.0% | 10 | +905,521 | 69.26% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | New | 2,028,326 | 10,344 | 0.04% | — | 11 | +2,028,326 | New | Q1 2026 | May 11, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 1,992,143 | 10,159 | 8.07% | 8.63% | 12 | -80,412 | -3.88% | Q1 2026 | May 04, 2026 |
| Blackstone Inc. | History | No change | 1,662,945 | 8,481 | 0.03% | 0.04% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,583,147 | 8,074 | 0.01% | 0.01% | 14 | +287,497 | 22.19% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,518,496 | 7,744 | 0.0% | 0.0% | 15 | -128,581 | -7.81% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 1,148,557 | 5,857 | 0.07% | 0.1% | 16 | +81,377 | 7.63% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | Added to | 1,134,000 | 5,783 | 2.47% | 2.52% | 17 | +236,082 | 26.29% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,108,751 | 5,654 | 0.01% | 0.01% | 18 | -76,146 | -6.43% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 1,102,003 | 5,620 | 0.12% | — | 19 | +1,102,003 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 952,529 | 4,857 | 0.0% | 0.0% | 20 | -55,460 | -5.5% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 891,502 | 4,546 | 0.79% | 0.93% | 21 | +41,092 | 4.83% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 815,511 | 4,159 | 0.09% | 0.11% | 22 | +8,280 | 1.03% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 784,562 | 4,001 | 0.07% | 0.08% | 23 | +27,327 | 3.61% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 739,204 | 3,769 | 0.21% | 0.27% | 24 | +380,352 | 105.99% | Q1 2026 | Apr 22, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Added to | 558,686 | 2,849 | 0.33% | 0.23% | 25 | +244,740 | 77.96% | Q1 2026 | Apr 22, 2026 |
| North Ground Capital | History | Added to | 525,000 | 2,677 | 3.22% | 0.09% | 26 | +497,666 | 1820.68% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 510,519 | 2,603 | 0.04% | 0.05% | 27 | +86,566 | 20.42% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 505,329 | 2,577 | 0.01% | 0.02% | 28 | -11,428 | -2.21% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 502,554 | 2,563 | 0.0% | 0.0% | 29 | +46,961 | 10.31% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 478,018 | 2,437 | 0.01% | 0.01% | 30 | +21,734 | 4.76% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 466,229 | 2,401 | 0.13% | 0.06% | 31 | +245,579 | 111.3% | Q1 2026 | May 12, 2026 |
| Castleview Partners, LLC | History | Added to | 431,855 | 2,202 | 1.13% | 0.92% | 32 | +138,677 | 47.3% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Added to | 431,914 | 2,202 | 1.11% | 1.26% | 33 | +32,684 | 8.19% | Q1 2026 | Apr 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 398,977 | 2,034 | 0.02% | 0.03% | 34 | -26,973 | -6.33% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 388,400 | 1,980 | 0.05% | — | 35 | +388,400 | New | Q1 2026 | Apr 07, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 385,289 | 1,964 | 0.05% | 0.02% | 36 | +174,445 | 82.74% | Q1 2026 | Apr 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 375,799 | 1,916 | 0.1% | 0.05% | 37 | +243,834 | 184.77% | Q1 2026 | May 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 362,615 | 1,849 | 1.18% | 1.23% | 38 | +72,862 | 25.15% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 340,669 | 1,737 | 0.0% | 0.0% | 39 | -45,023 | -11.67% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 337,331 | 1,720 | 0.02% | 0.02% | 40 | +3,029 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 301,602 | 1,538 | 0.08% | 0.11% | 41 | -38,165 | -11.23% | Q1 2026 | Apr 23, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 275,360 | 1,404 | 1.42% | 1.81% | 42 | -37,324 | -11.94% | Q1 2026 | May 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 264,222 | 1,347 | 1.37% | 1.02% | 43 | -10,200 | -3.72% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 238,008 | 1,213 | 0.01% | 0.01% | 44 | +110,144 | 86.14% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Added to | 221,547 | 1,129 | 0.2% | 0.12% | 45 | +96,266 | 76.84% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 145,153 | 914 | 0.37% | 0.37% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 178,589 | 910 | 0.14% | 0.17% | 47 | -1,896 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Miller Global Investments, LLC | History | Reduced | 177,456 | 905 | 0.83% | 1.01% | 48 | -130 | -0.07% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 171,588 | 875 | 0.0% | 0.0% | 49 | +221 | 0.13% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 168,548 | 868 | 0.01% | 0.02% | 50 | -13,061 | -7.19% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 169,869 | 866 | 0.07% | 0.02% | 51 | +132,212 | 351.1% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 166,664 | 849 | 0.04% | 0.06% | 52 | -35,466 | -17.55% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 165,216 | 842 | 0.0% | 0.0% | 53 | -367,788 | -69.0% | Q1 2026 | May 12, 2026 |
| Allen Capital Group, LLC | History | No change | 127,630 | 804 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 153,274 | 781 | 0.14% | 0.09% | 55 | +7,756 | 5.33% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 146,310 | 746 | 0.02% | 0.02% | 56 | +5,343 | 3.79% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 146,540 | 742 | 0.0% | 0.0% | 57 | -58,829 | -28.65% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 140,696 | 717 | 0.0% | 0.0% | 58 | +1,167 | 0.84% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 136,722 | 697 | 0.0% | 0.0% | 59 | -27,705 | -16.85% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 135,380 | 690 | 0.0% | 0.0% | 60 | +92,376 | 214.81% | Q1 2026 | May 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 134,657 | 686 | 0.15% | 0.23% | 61 | -23,472 | -14.84% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 134,124 | 684 | 0.04% | 0.06% | 62 | -13,328 | -9.04% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 129,860 | 662 | 0.0% | 0.01% | 63 | -53,441 | -29.15% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 129,602 | 660 | 0.01% | 0.01% | 64 | +4,679 | 3.75% | Q1 2026 | Apr 23, 2026 |
| Alpine Global Management, LLC | History | New | 126,227 | 643 | 0.1% | — | 65 | +126,227 | New | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 120,750 | 637 | 0.27% | 0.1% | 66 | +80,450 | 199.63% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Reduced | 123,547 | 630 | 0.07% | 0.08% | 67 | -365 | -0.29% | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | No change | 120,087 | 612 | 0.04% | 0.05% | 68 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 114,191 | 582 | 0.0% | 0.0% | 69 | -166,795 | -59.36% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 107,326 | 547 | 0.01% | 0.01% | 70 | -291 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 104,798 | 534 | 0.0% | 0.0% | 71 | +84,111 | 406.59% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 101,933 | 519 | 0.01% | 0.01% | 72 | -20,722 | -16.89% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 96,940 | 494 | 0.0% | 0.0% | 73 | +2,052 | 2.16% | Q1 2026 | May 08, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 94,233 | 480 | 0.21% | 0.26% | 74 | -3,546 | -3.63% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 94,099 | 479 | 0.0% | 0.01% | 75 | -83,103 | -46.9% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 93,565 | 477 | 0.0% | 0.0% | 76 | +37,711 | 67.52% | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 91,877 | 468 | 0.13% | 0.16% | 77 | -1,219 | -1.31% | Q1 2026 | May 14, 2026 |
| TrueMark Investments, LLC | History | New | 90,997 | 464 | 0.09% | — | 78 | +90,997 | New | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 90,137 | 459 | 0.03% | 0.04% | 79 | -5,448 | -5.7% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 88,727 | 452 | 0.01% | 0.02% | 80 | -34,128 | -27.78% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 77,416 | 394 | 0.0% | 0.01% | 81 | -4,424 | -5.41% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 77,218 | 393 | 0.02% | 0.03% | 82 | -12,550 | -13.98% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 76,919 | 392 | 0.03% | 0.05% | 83 | -30,591 | -28.45% | Q1 2026 | Apr 17, 2026 |
| Calamos Advisors LLC | History | New | 76,552 | 390 | 0.0% | — | 84 | +76,552 | New | Q1 2026 | May 04, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 74,654 | 380 | 0.27% | 0.45% | 85 | -30,591 | -29.07% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | No change | 74,395 | 379 | 0.07% | 0.09% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 68,998 | 351 | 0.02% | 0.02% | 87 | +1,725 | 2.56% | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 66,935 | 341 | 0.08% | 0.08% | 88 | -2,791 | -4.0% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | No change | 66,749 | 340 | 0.03% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Reduced | 66,586 | 339 | 0.02% | 0.03% | 90 | -27,293 | -29.07% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 66,374 | 338 | 0.01% | 0.01% | 91 | -6,790 | -9.28% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 65,720 | 335 | 0.18% | 0.22% | 92 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COFG Advisors, LLC | History | Reduced | 63,751 | 325 | 0.08% | 0.11% | 93 | -4,748 | -6.93% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 63,215 | 322 | 0.03% | 0.15% | 95 | -120,564 | -65.6% | Q1 2026 | Apr 23, 2026 |
| Balefire, LLC | History | Added to | 63,311 | 322 | 0.06% | 0.03% | 94 | +37,831 | 148.47% | Q1 2026 | May 07, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 62,977 | 321 | 0.05% | 0.07% | 96 | -11,963 | -15.96% | Q1 2026 | Apr 21, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 62,933 | 320 | 0.04% | 0.05% | 97 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 59,328 | 301 | 0.0% | 0.0% | 98 | -28,655 | -32.57% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 58,736 | 299 | 0.01% | 0.02% | 99 | +6,697 | 12.87% | Q1 2026 | Apr 28, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 57,532 | 293 | 0.05% | 0.07% | 100 | -9,837 | -14.6% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 57,291 | 292 | 0.0% | 0.0% | 101 | -4,028 | -6.57% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 56,747 | 290 | 0.02% | 0.03% | 102 | -19,676 | -25.75% | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Added to | 55,975 | 285 | 0.01% | 0.01% | 103 | +68 | 0.12% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 55,708 | 284 | 0.0% | 0.01% | 104 | -5,688 | -9.26% | Q1 2026 | Apr 14, 2026 |
| Csenge Advisory Group | History | No change | 55,217 | 281 | 0.01% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Centerpoint Advisory Group | History | Reduced | 52,131 | 265 | 0.2% | 0.3% | 106 | -9,948 | -16.02% | Q1 2026 | Apr 29, 2026 |
| Andina Capital Management, LLC | History | Added to | 50,876 | 259 | 0.23% | 0.07% | 107 | +32,226 | 172.79% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50,563 | 257 | 0.0% | 0.0% | 108 | +329 | 0.65% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | New | 50,057 | 255 | 0.01% | — | 109 | +50,057 | New | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 49,064 | 250 | 0.0% | 0.03% | 110 | -219,189 | -81.71% | Q1 2026 | Apr 22, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 47,689 | 243 | 0.05% | 0.07% | 111 | -3,151 | -6.2% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 47,612 | 242 | 0.0% | 0.0% | 112 | +17,658 | 58.95% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 47,000 | 239 | 0.03% | — | 113 | +47,000 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 46,713 | 238 | 0.0% | — | 114 | +46,713 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 46,446 | 236 | 0.1% | 0.22% | 115 | -33,206 | -41.69% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | New | 43,478 | 220 | 0.01% | — | 116 | +43,478 | New | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 42,939 | 219 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 34,841 | 219 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 42,937 | 218 | 0.01% | 0.02% | 120 | -7,000 | -14.02% | Q1 2026 | May 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 42,908 | 218 | 0.13% | 0.16% | 119 | +149 | 0.35% | Q1 2026 | Apr 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 41,116 | 209 | 0.04% | — | 121 | +41,116 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 40,019 | 204 | 0.0% | 0.0% | 122 | -515,087 | -92.79% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 39,764 | 202 | 0.0% | 0.01% | 123 | -7,324 | -15.55% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 39,218 | 200 | 0.0% | 0.0% | 124 | +4,297 | 12.3% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | No change | 38,724 | 197 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Foundry Financial Group, Inc. | History | No change | 38,062 | 194 | 0.1% | 0.12% | 126 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 37,956 | 193 | 0.05% | 0.08% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Reduced | 37,601 | 191 | 0.0% | 0.02% | 129 | -363,897 | -90.63% | Q1 2026 | May 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 37,501 | 191 | 0.12% | 0.15% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthPLAN Partners, LLC | History | No change | 36,032 | 183 | 0.04% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,293 | 174 | 0.0% | 0.0% | 131 | -17,502 | -33.79% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | No change | 33,537 | 171 | 0.04% | 0.06% | 132 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | Reduced | 33,000 | 168 | 0.0% | 0.03% | 133 | -164,322 | -83.28% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,463 | 165 | 0.01% | 0.01% | 134 | +19,563 | 151.65% | Q1 2026 | Apr 08, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 31,264 | 159 | 0.06% | 0.04% | 135 | +12,235 | 64.3% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 30,711 | 156 | 0.01% | 0.01% | 136 | -3,468 | -10.15% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 30,288 | 154 | 0.04% | 0.05% | 137 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 30,103 | 153 | 0.01% | 0.01% | 138 | +557 | 1.89% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | No change | 29,974 | 152 | 0.01% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 28,710 | 146 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 28,800 | 146 | 0.03% | 0.04% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Added to | 28,581 | 145 | 0.01% | 0.02% | 142 | +1,451 | 5.35% | Q1 2026 | Apr 23, 2026 |
| Capital CS Group, LLC | History | Added to | 28,621 | 145 | 0.3% | 0.27% | 143 | +996 | 3.61% | Q1 2026 | May 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 28,356 | 144 | 0.04% | 0.06% | 144 | -6,000 | -17.46% | Q1 2026 | May 07, 2026 |
| EJMK Ventures LLC | History | No change | 27,153 | 138 | 0.08% | 0.11% | 145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 26,897 | 137 | 0.0% | 0.0% | 146 | -32,430 | -54.66% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 26,363 | 134 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jefferies Financial Group Inc. | History | New | 26,099 | 133 | 0.0% | — | 149 | +26,099 | New | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,237 | 133 | 0.01% | 0.0% | 148 | +6,362 | 32.01% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 25,967 | 132 | 0.0% | 0.0% | 150 | -5,736 | -18.09% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 25,942 | 132 | 0.0% | 0.0% | 151 | +1 | 0.0% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 25,905 | 132 | 0.03% | 0.04% | 152 | -1 | -0.0% | Q1 2026 | Apr 17, 2026 |
| MFA Wealth Services | History | Added to | 25,808 | 131 | 0.09% | 0.11% | 153 | +298 | 1.17% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 25,533 | 130 | 0.07% | 0.04% | 155 | +11,921 | 87.58% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,550 | 130 | 0.0% | 0.0% | 154 | +114 | 0.45% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,309 | 129 | 0.0% | 0.0% | 156 | -6,564 | -20.59% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 25,075 | 127 | 0.01% | 0.04% | 158 | -31,684 | -55.82% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 24,945 | 127 | 0.02% | — | 159 | +24,945 | New | Q1 2026 | Apr 13, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 25,000 | 127 | 0.0% | 0.0% | 157 | -12,660 | -33.62% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 23,668 | 124 | 0.0% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jump Financial, LLC | History | New | 24,279 | 123 | 0.0% | — | 161 | +24,279 | New | Q1 2026 | May 14, 2026 |
| Presidio Capital Management, LLC | History | Added to | 24,100 | 122 | 0.04% | 0.04% | 162 | +557 | 2.37% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 23,648 | 120 | 0.04% | 0.1% | 163 | -27,056 | -53.36% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,278 | 118 | 0.0% | 0.01% | 164 | -48,859 | -67.73% | Q1 2026 | Apr 20, 2026 |
| Advisory Advocates, LLC | History | Added to | 22,500 | 114 | 0.12% | 0.13% | 165 | +2,000 | 9.76% | Q1 2026 | May 05, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 22,077 | 112 | 0.03% | 0.07% | 166 | -20,589 | -48.26% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,802 | 111 | 0.0% | 0.0% | 167 | -56,477 | -72.15% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,558 | 111 | 0.0% | 0.0% | 169 | +11,979 | 125.05% | Q1 2026 | Apr 07, 2026 |
| Cannon Advisors, Inc. | History | Added to | 21,820 | 111 | 0.08% | 0.1% | 168 | +759 | 3.6% | Q1 2026 | Apr 24, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 21,626 | 110 | 0.05% | 0.09% | 170 | -10,346 | -32.36% | Q1 2026 | Apr 08, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 21,663 | 110 | 0.04% | 0.05% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 21,423 | 109 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 21,195 | 108 | 0.03% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,964 | 106 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Reduced | 20,154 | 102 | 0.0% | 0.0% | 176 | -2,906 | -12.6% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 20,082 | 102 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 16,097 | 101 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 19,611 | 100 | 0.01% | 0.02% | 178 | -3,965 | -16.82% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 19,280 | 98 | 0.0% | — | 180 | +19,280 | New | Q1 2026 | May 15, 2026 |
| ASL Financial, LLC | History | No change | 19,365 | 98 | 0.08% | 0.1% | 179 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 19,149 | 97 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OxenFree Capital LLC | History | No change | 18,710 | 97 | 0.05% | 0.06% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 18,849 | 96 | 0.02% | 0.03% | 183 | -2,494 | -11.69% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 18,652 | 95 | 0.0% | 0.01% | 184 | -2,532 | -11.95% | Q1 2026 | May 19, 2026 |
| Cadence Wealth Management LLC | History | Added to | 18,745 | 95 | 0.04% | 0.05% | 186 | +652 | 3.6% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | No change | 18,771 | 95 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 18,083 | 92 | 0.0% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | New | 17,698 | 90 | 0.0% | — | 188 | +17,698 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,470 | 89 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 17,330 | 88 | 0.04% | 0.05% | 190 | +704 | 4.23% | Q1 2026 | Apr 14, 2026 |
| Financially in Tune, LLC | History | No change | 17,285 | 88 | 0.08% | 0.1% | 191 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 17,226 | 87 | 0.01% | — | 193 | +17,226 | New | Q1 2026 | May 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 17,220 | 87 | 0.01% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 16,993 | 86 | 0.03% | — | 195 | +16,993 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 16,993 | 86 | 0.03% | — | 197 | +16,993 | New | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 16,971 | 86 | 0.01% | — | 196 | +16,971 | New | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | New | 16,887 | 86 | 0.0% | — | 194 | +16,887 | New | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | New | 16,809 | 85 | 0.0% | — | 199 | +16,809 | New | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,676 | 85 | 0.0% | 0.0% | 198 | +2,348 | 16.39% | Q1 2026 | May 12, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 16,600 | 84 | 0.07% | — | 200 | +16,600 | New | Q1 2026 | May 07, 2026 |
| Valley Financial Group, Inc. | History | No change | 16,284 | 83 | 0.04% | 0.06% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 15,626 | 81 | 0.0% | 0.01% | 203 | +543 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Symmetry Partners, LLC | History | No change | 16,003 | 81 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | No change | 15,821 | 80 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | New | 15,643 | 79 | 0.0% | — | 206 | +15,643 | New | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 15,613 | 79 | 0.02% | 0.05% | 205 | -11,037 | -41.41% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | New | 14,991 | 78 | 0.0% | — | 208 | +14,991 | New | Q1 2026 | Apr 20, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 15,368 | 78 | 0.03% | 0.04% | 207 | +273 | 1.81% | Q1 2026 | Apr 08, 2026 |
| Rehmann Capital Advisory Group | History | New | 15,227 | 77 | 0.0% | — | 211 | +15,227 | New | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 15,200 | 77 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Townsend & Associates, Inc | History | No change | 14,999 | 77 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 15,045 | 76 | 0.0% | 0.0% | 213 | -146 | -0.96% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,075 | 76 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,771 | 75 | 0.0% | 0.0% | 214 | -2,375 | -13.85% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,150 | 72 | 0.0% | 0.0% | 215 | -1,000 | -6.6% | Q1 2026 | May 14, 2026 |
| GERBER, LLC | History | No change | 14,077 | 71 | 0.04% | 0.05% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13,900 | 70 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 13,599 | 69 | 0.0% | 0.01% | 219 | -65,075 | -82.71% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,705 | 69 | 0.0% | 0.0% | 218 | -4,850 | -26.14% | Q1 2026 | Apr 10, 2026 |
| Freestate Advisors LLC | History | Added to | 13,663 | 69 | 0.06% | 0.07% | 220 | +475 | 3.6% | Q1 2026 | Apr 09, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 13,430 | 68 | 0.0% | 0.01% | 221 | -3,558 | -20.94% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 13,233 | 67 | 0.0% | — | 223 | +13,233 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,262 | 67 | 0.0% | 0.0% | 222 | +12,553 | 1770.52% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 13,000 | 66 | 0.0% | — | 224 | +13,000 | New | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | No change | 12,806 | 65 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 12,680 | 64 | 0.02% | 0.02% | 227 | +224 | 1.8% | Q1 2026 | Apr 15, 2026 |
| Divergent Planning, LLC | History | No change | 10,146 | 64 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TRB Wealth Management, LLC | History | New | 12,522 | 63 | 0.01% | — | 229 | +12,522 | New | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,477 | 63 | 0.0% | 0.0% | 228 | +433 | 3.6% | Q1 2026 | Apr 21, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,237 | 62 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Partners Group, Inc | History | Added to | 12,111 | 61 | 0.01% | 0.01% | 231 | +241 | 2.03% | Q1 2026 | Apr 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 12,096 | 61 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | New | 11,802 | 60 | 0.0% | — | 233 | +11,802 | New | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | New | 11,696 | 59 | 0.0% | — | 234 | +11,696 | New | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 11,454 | 58 | 0.01% | 0.01% | 236 | +370 | 3.34% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,545 | 58 | 0.0% | 0.0% | 235 | +272 | 2.41% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 11,345 | 57 | 0.0% | 0.0% | 237 | -128 | -1.12% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 10,822 | 55 | 0.0% | — | 240 | +10,822 | New | Q1 2026 | May 12, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 10,818 | 55 | 0.02% | 0.03% | 239 | -5,055 | -31.85% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,800 | 55 | 0.0% | 0.0% | 238 | +235 | 2.22% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,594 | 54 | 0.0% | 0.0% | 241 | -5,641 | -34.75% | Q1 2026 | May 18, 2026 |
| Second Line Capital, LLC | History | Reduced | 10,415 | 54 | 0.01% | 0.01% | 242 | -1,058 | -9.22% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Added to | 10,556 | 53 | 0.01% | 0.01% | 243 | +10 | 0.09% | Q1 2026 | Apr 07, 2026 |
| CPC Advisors, LLC | History | No change | 10,546 | 53 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Marshall Financial Group, LLC | History | No change | 10,217 | 52 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Madrid Wealth Management, LLC | History | No change | 10,272 | 52 | 0.04% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | New | 10,162 | 51 | 0.0% | — | 248 | +10,162 | New | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 10,000 | 51 | 0.0% | — | 247 | +10,000 | New | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,683 | 49 | 0.0% | 0.01% | 249 | -5,716 | -37.12% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8,859 | 45 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,054 | 44 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 8,330 | 42 | 0.02% | 0.04% | 252 | -3,230 | -27.94% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,773 | 39 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | No change | 7,509 | 38 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Advocate Investing Services LLC | History | No change | 6,813 | 34 | 0.03% | 0.04% | 255 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 5,745 | 29 | 0.01% | — | 257 | +5,745 | New | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,855 | 29 | 0.0% | 0.0% | 256 | +5,376 | 1122.34% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 5,600 | 28 | 0.0% | — | 259 | +5,600 | New | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 5,670 | 28 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 5,489 | 27 | 0.0% | — | 261 | +5,489 | New | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 5,469 | 27 | 0.0% | — | 262 | +5,469 | New | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,472 | 27 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trask Adam Roland | History | New | 5,000 | 25 | 0.02% | — | 263 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,722 | 24 | 0.0% | 0.0% | 264 | -3,450 | -42.22% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,987 | 20 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,500 | 17 | 0.0% | 0.0% | 266 | -6,500 | -65.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 2,604 | 13 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 1,888 | 9 | 0.01% | — | 269 | +1,888 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,750 | 9 | 0.0% | — | 268 | +1,750 | New | Q1 2026 | May 01, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,751 | 8 | 0.0% | 0.0% | 272 | +61 | 3.61% | Q1 2026 | Apr 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,657 | 8 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,581 | 8 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | New | 1,530 | 7 | 0.0% | — | 274 | +1,530 | New | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,500 | 7 | 0.0% | 0.0% | 273 | +1,000 | 200.0% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,063 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REAP Financial Group, LLC | History | No change | 1,063 | 5 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 844 | 4 | 0.0% | 0.0% | 277 | -663 | -43.99% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | New | 394 | 2 | 0.0% | — | 278 | +394 | New | Q1 2026 | May 01, 2026 |
| Osbon Capital Management LLC | History | New | 309 | 1 | 0.0% | — | 279 | +309 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -472,685 | -100.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -280,848 | -100.0% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125,947 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -120,427 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -102,456 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,473 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,160 | -100.0% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -45,650 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -38,217 | -100.0% | Q1 2026 | May 05, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -33,117 | -100.0% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,578 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,870 | -100.0% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -23,963 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,668 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -23,060 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -21,297 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BankPlus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,069 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,998 | -100.0% | Q1 2026 | May 11, 2026 |
| CWS Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,201 | -100.0% | Q1 2026 | Apr 27, 2026 |