abrdn Precious Metals Basket ETF Trust - GLTR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 665,150 | 145,481 | 0.01% | 0.01% | 1 | +111,374 | 20.11% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 535,642 | 117,155 | 0.02% | 0.02% | 2 | +64,574 | 13.71% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 486,245 | 106,351 | 0.03% | 0.02% | 3 | +105,532 | 27.72% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 392,631 | 85,876 | 0.01% | 0.01% | 4 | +21,793 | 5.88% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 271,777 | 59,443 | 0.01% | 0.01% | 5 | +139,088 | 104.82% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 207,138 | 45,305 | 0.05% | 0.05% | 6 | -12,036 | -5.49% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 206,482 | 45,161 | 0.03% | 0.03% | 7 | -25,606 | -11.03% | Q1 2026 | May 07, 2026 |
| Wealthfront Advisers LLC | History | Added to | 185,979 | 40,677 | 0.09% | 0.07% | 8 | +33,401 | 21.89% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 178,698 | 39,084 | 0.44% | 0.42% | 9 | -6,558 | -3.54% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 167,485 | 36,632 | 0.06% | 0.07% | 10 | -8,791 | -4.99% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 163,518 | 35,764 | 0.2% | 0.19% | 11 | -2,873 | -1.73% | Q1 2026 | Apr 30, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 275,242 | 31,182 | 2.86% | 2.86% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 128,389 | 28,081 | 6.7% | 6.8% | 13 | -12,096 | -8.61% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 97,668 | 21,108 | 0.04% | 0.06% | 14 | -104,772 | -51.75% | Q1 2026 | Apr 08, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 84,133 | 18,401 | 5.29% | 4.61% | 15 | +670 | 0.8% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 82,993 | 18,152 | 0.58% | 0.6% | 16 | -4,819 | -5.49% | Q1 2026 | May 15, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 82,789 | 18,107 | 8.42% | 8.87% | 17 | -8,536 | -9.35% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 82,044 | 17,944 | 0.0% | 0.0% | 18 | +36,345 | 79.53% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 69,522 | 15,205 | 0.0% | 0.0% | 19 | -6,686 | -8.77% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 68,039 | 14,881 | 0.03% | 0.03% | 20 | -14,480 | -17.55% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 65,232 | 14,267 | 0.01% | 0.02% | 21 | -17,013 | -20.69% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 63,462 | 13,880 | 0.02% | 0.03% | 22 | -33,608 | -34.62% | Q1 2026 | Apr 27, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 61,857 | 13,529 | 3.43% | 3.84% | 23 | -10,535 | -14.55% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 60,242 | 13,176 | 0.01% | 0.01% | 24 | +2,207 | 3.8% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 58,375 | 12,767 | 0.48% | 0.57% | 25 | -6,492 | -10.01% | Q1 2026 | Apr 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 53,826 | 11,772 | 0.91% | — | 26 | +53,826 | New | Q1 2026 | May 12, 2026 |
| Sound Stewardship, LLC | History | Reduced | 48,549 | 10,618 | 4.86% | 5.76% | 27 | -9,929 | -16.98% | Q1 2026 | Apr 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 48,320 | 10,568 | 2.21% | 2.05% | 28 | +971 | 2.05% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 46,754 | 10,226 | 0.5% | 0.03% | 29 | +43,744 | 1453.29% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,274 | 10,121 | 0.05% | 0.01% | 30 | +41,004 | 778.06% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 45,563 | 9,965 | 0.32% | 0.15% | 31 | +3,348 | 7.93% | Q1 2026 | Apr 29, 2026 |
| Courage Miller Partners, LLC | History | New | 45,133 | 9,871 | 2.79% | — | 32 | +45,133 | New | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,630 | 9,761 | 0.03% | 0.02% | 33 | +4,131 | 10.2% | Q1 2026 | Apr 30, 2026 |
| Solitude Financial Services | History | Reduced | 40,238 | 9,134 | 2.7% | 2.93% | 34 | -2,981 | -6.9% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,501 | 8,639 | 0.0% | 0.0% | 35 | +26,773 | 210.35% | Q1 2026 | May 15, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 38,794 | 8,485 | 3.97% | 4.27% | 36 | -8,635 | -18.21% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 38,507 | 8,421 | 0.01% | 0.02% | 37 | -28,688 | -42.69% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,312 | 7,286 | 0.0% | 0.0% | 38 | -1,380 | -3.98% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 32,780 | 7,169 | 0.01% | 0.01% | 39 | -3,082 | -8.59% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,274 | 7,058 | 0.26% | 0.3% | 40 | -7,701 | -19.26% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 31,236 | 6,832 | 0.0% | 0.0% | 41 | +4,889 | 18.56% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,475 | 6,446 | 0.24% | 0.34% | 42 | -13,908 | -32.06% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,139 | 6,154 | 0.08% | 0.07% | 43 | +228 | 0.82% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,701 | 5,969 | 0.0% | 0.0% | 44 | +10,668 | 59.16% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 25,899 | 5,664 | 1.28% | 1.49% | 45 | -7,229 | -21.82% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 23,681 | 5,179 | 0.01% | 0.01% | 46 | +1,210 | 5.38% | Q1 2026 | May 13, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 23,050 | 5,041 | 4.3% | 4.3% | 47 | -3,757 | -14.01% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Advisors, LLC | History | New | 22,964 | 5,022 | 0.66% | — | 48 | +22,964 | New | Q1 2026 | Apr 28, 2026 |
| Castellan Group | History | Reduced | 22,882 | 5,004 | 0.69% | 0.98% | 49 | -15,101 | -39.76% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,843 | 4,996 | 0.01% | 0.01% | 50 | -11,747 | -33.96% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 22,820 | 4,991 | 0.01% | 0.01% | 51 | -45,290 | -66.5% | Q1 2026 | Apr 22, 2026 |
| Oasis Advisors, LLC | History | New | 460,020 | 4,571 | 0.9% | — | 52 | +460,020 | New | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | New | 18,742 | 4,099 | 0.08% | — | 53 | +18,742 | New | Q1 2026 | Apr 17, 2026 |
| Clearbridge Investments, LLC | History | New | 17,963 | 3,928 | 0.0% | — | 54 | +17,963 | New | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 17,221 | 3,764 | 0.5% | 0.53% | 55 | -1,290 | -6.97% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,780 | 3,670 | 0.04% | 0.04% | 56 | +344 | 2.09% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,953 | 3,489 | 0.12% | 0.0% | 57 | +3,133 | 24.44% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,591 | 3,410 | 0.01% | 0.01% | 58 | -294 | -1.85% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 14,682 | 3,211 | 0.0% | 0.0% | 59 | +119 | 0.82% | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 14,565 | 3,185 | 0.82% | 1.5% | 60 | -13,198 | -47.54% | Q1 2026 | Apr 09, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 14,082 | 3,079 | 0.32% | 0.72% | 61 | -4,773 | -25.31% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 13,967 | 3,055 | 0.1% | 0.02% | 62 | +10,291 | 279.95% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Reduced | 12,533 | 2,741 | 0.49% | 0.5% | 63 | -636 | -4.83% | Q1 2026 | May 01, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 11,641 | 2,546 | 1.05% | 1.15% | 64 | -2,648 | -18.53% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 11,562 | 2,528 | 0.32% | 0.31% | 65 | -559 | -4.61% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,309 | 2,473 | 0.02% | 0.03% | 66 | +176 | 1.58% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,190 | 2,447 | 0.01% | 0.01% | 67 | -439 | -3.78% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 10,898 | 2,383 | 0.03% | 0.02% | 68 | +4,448 | 68.96% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,578 | 2,313 | 0.01% | 0.01% | 69 | +2,012 | 23.49% | Q1 2026 | Jun 02, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 10,220 | 2,224 | 1.24% | — | 70 | +10,220 | New | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,859 | 2,156 | 0.01% | 0.0% | 71 | +5,542 | 128.38% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,327 | 2,040 | 0.02% | 0.02% | 72 | +12 | 0.13% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 9,285 | 2,030 | 0.04% | 0.04% | 73 | +830 | 9.82% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,480 | 1,854 | 0.0% | 0.0% | 74 | -226 | -2.6% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 8,378 | 1,832 | 0.76% | 0.64% | 75 | +1,436 | 20.69% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,122 | 1,776 | 0.03% | 0.01% | 76 | +4,909 | 152.79% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,056 | 1,762 | 0.02% | 0.02% | 77 | +735 | 10.04% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | New | 7,764 | 1,698 | 0.05% | — | 78 | +7,764 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,743 | 1,693 | 0.13% | 0.11% | 79 | +417 | 5.69% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | No change | 7,540 | 1,649 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,292 | 1,610 | 0.02% | 0.02% | 81 | -272 | -3.6% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Reduced | 6,810 | 1,489 | 0.02% | 0.02% | 82 | -184 | -2.63% | Q1 2026 | May 15, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 6,424 | 1,405 | 0.89% | 2.56% | 83 | -15,033 | -70.06% | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Added to | 6,423 | 1,404 | 0.0% | 0.0% | 84 | +115 | 1.82% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,243 | 1,365 | 0.03% | 0.04% | 85 | -958 | -13.3% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,225 | 1,361 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | No change | 5,145 | 1,125 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Laurel Wealth Planning LLC | History | No change | 5,070 | 1,108 | 0.58% | 0.58% | 88 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,065 | 1,107 | 0.31% | 0.32% | 89 | -282 | -5.27% | Q1 2026 | Apr 16, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,057 | 1,106 | 0.38% | 0.36% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 4,882 | 1,067 | 0.35% | 3.0% | 91 | -40,228 | -89.18% | Q1 2026 | Apr 08, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 4,738 | 1,036 | 0.71% | 0.68% | 92 | -28 | -0.59% | Q1 2026 | May 07, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 4,605 | 1,007 | 0.3% | 0.34% | 93 | -883 | -16.09% | Q1 2026 | May 20, 2026 |
| Advisory Services Network, LLC | History | New | 4,574 | 1,000 | 0.01% | — | 94 | +4,574 | New | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Added to | 4,520 | 993 | 0.02% | 0.01% | 95 | +955 | 26.79% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 4,226 | 924 | 0.13% | 0.14% | 96 | -182 | -4.13% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,186 | 915 | 0.02% | 0.01% | 97 | +2,769 | 195.41% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,132 | 903 | 0.01% | 0.01% | 98 | +155 | 3.9% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 4,107 | 898 | 0.0% | — | 99 | +4,107 | New | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 3,908 | 854 | 0.1% | 0.08% | 100 | +404 | 11.53% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 4,152 | 853 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 3,875 | 847 | 0.83% | 0.75% | 102 | +130 | 3.47% | Q1 2026 | Apr 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 3,763 | 823 | 0.01% | 0.01% | 103 | +573 | 17.96% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,689 | 806 | 0.0% | 0.0% | 104 | +2,317 | 168.88% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,593 | 785 | 0.0% | 0.0% | 105 | +34 | 0.96% | Q1 2026 | May 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 3,567 | 780 | 0.28% | 0.23% | 106 | +585 | 19.62% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | No change | 3,367 | 736 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 3,438 | 730 | 0.32% | 0.12% | 108 | +2,025 | 143.31% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,337 | 729 | 0.01% | — | 109 | +3,337 | New | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,300 | 721 | 0.52% | 0.12% | 110 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 3,286 | 718 | 0.3% | 0.23% | 111 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,260 | 713 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,035 | 663 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,020 | 661 | 0.01% | — | 114 | +3,020 | New | Q1 2026 | Apr 07, 2026 |
| COMMERCE BANK | History | No change | 2,990 | 653 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| West Branch Capital LLC | History | No change | 2,965 | 648 | 0.17% | 0.16% | 116 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,938 | 642 | 0.0% | 0.0% | 118 | +488 | 19.92% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3,125 | 642 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,907 | 635 | 0.0% | 0.0% | 119 | +546 | 23.13% | Q1 2026 | May 08, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 2,895 | 633 | 0.05% | 0.03% | 120 | +965 | 50.0% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,879 | 629 | 0.01% | 0.01% | 121 | +71 | 2.53% | Q1 2026 | May 01, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 2,746 | 601 | 0.42% | — | 122 | +2,746 | New | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Reduced | 2,719 | 594 | 0.03% | 0.04% | 123 | -80 | -2.86% | Q1 2026 | May 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,638 | 576 | 0.0% | — | 124 | +2,638 | New | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 2,612 | 571 | 0.15% | 0.17% | 125 | -322 | -10.97% | Q1 2026 | May 11, 2026 |
| Davis Investment Partners, LLC | History | No change | 2,600 | 568 | 0.2% | 0.19% | 126 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,488 | 544 | 0.25% | 0.17% | 127 | +103 | 4.32% | Q1 2026 | May 05, 2026 |
| First Affirmative Financial Network | History | New | 2,468 | 539 | 0.21% | — | 128 | +2,468 | New | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | No change | 2,425 | 530 | 0.51% | 0.48% | 129 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quantinno Capital Management LP | History | New | 2,397 | 524 | 0.0% | — | 130 | +2,397 | New | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 2,349 | 513 | 0.15% | 0.14% | 131 | +79 | 3.48% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,324 | 508 | 0.03% | 0.03% | 132 | -51 | -2.15% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,336 | 492 | 0.01% | — | 133 | +2,336 | New | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 2,200 | 481 | 0.04% | 0.03% | 135 | +150 | 7.32% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 2,200 | 481 | 0.01% | 0.0% | 134 | +63 | 2.95% | Q1 2026 | May 05, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,200 | 481 | 0.42% | 0.32% | 136 | +63 | 2.95% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,107 | 460 | 0.0% | — | 137 | +2,107 | New | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,225 | 457 | 0.15% | 0.15% | 138 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 2,039 | 445 | 0.16% | 0.15% | 139 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,025 | 442 | 0.01% | — | 140 | +2,025 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,022 | 442 | 0.01% | — | 141 | +2,022 | New | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,021 | 441 | 0.2% | 0.16% | 142 | +275 | 15.75% | Q1 2026 | May 08, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,008 | 439 | 0.09% | 0.1% | 143 | -33 | -1.62% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,897 | 414 | 0.03% | 0.02% | 144 | +361 | 23.5% | Q1 2026 | Apr 20, 2026 |
| Security National Bank | History | No change | 1,882 | 411 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,866 | 408 | 0.05% | — | 146 | +1,866 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,945 | 402 | 0.0% | 0.0% | 147 | +424 | 27.88% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 1,836 | 401 | 0.06% | 0.04% | 148 | +575 | 45.6% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,825 | 399 | 0.03% | 0.02% | 149 | +450 | 32.73% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,798 | 393 | 0.0% | 0.0% | 150 | -1,214 | -40.31% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,782 | 389 | 0.02% | 0.02% | 151 | -52 | -2.84% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,776 | 388 | 0.01% | 0.01% | 152 | +78 | 4.59% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | No change | 1,738 | 380 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,720 | 376 | 0.15% | 0.14% | 154 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,706 | 373 | 0.01% | 0.01% | 155 | -91 | -5.06% | Q1 2026 | Apr 10, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 1,700 | 371 | 0.09% | — | 156 | +1,700 | New | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | New | 1,687 | 368 | 0.0% | — | 157 | +1,687 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,645 | 359 | 0.0% | 0.0% | 158 | -30 | -1.79% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 1,601 | 350 | 0.18% | 0.18% | 159 | -89 | -5.27% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,588 | 347 | 0.0% | 0.0% | 160 | -433 | -21.43% | Q1 2026 | Apr 27, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,591 | 347 | 0.2% | 0.33% | 161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | No change | 1,558 | 340 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,540 | 336 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,533 | 335 | 0.0% | — | 164 | +1,533 | New | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,475 | 322 | 0.02% | 0.02% | 165 | +56 | 3.95% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,469 | 321 | 0.0% | 0.0% | 166 | +291 | 24.7% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,457 | 318 | 0.01% | 0.02% | 167 | -699 | -32.42% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,420 | 310 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,416 | 309 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 1,400 | 306 | 0.02% | — | 170 | +1,400 | New | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 1,378 | 301 | 0.03% | 0.03% | 171 | +6 | 0.44% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Added to | 1,372 | 300 | 0.01% | 0.01% | 172 | +9 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Advisory Resource Group | History | No change | 1,371 | 299 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 1,337 | 292 | 0.11% | — | 174 | +1,337 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 1,337 | 292 | 0.11% | — | 175 | +1,337 | New | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,332 | 291 | 0.0% | 0.0% | 176 | +43 | 3.34% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,330 | 290 | 0.02% | 0.03% | 177 | -492 | -27.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,322 | 289 | 0.0% | 0.0% | 178 | +1,209 | 1069.91% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 1,303 | 284 | 0.02% | — | 179 | +1,303 | New | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,284 | 280 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,243 | 271 | 0.0% | 0.0% | 181 | -1,380 | -52.61% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | New | 1,220 | 266 | 0.05% | — | 182 | +1,220 | New | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 1,208 | 264 | 0.04% | — | 183 | +1,208 | New | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 1,203 | 263 | 0.03% | 0.04% | 184 | -95 | -7.32% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,179 | 257 | 0.01% | 0.01% | 185 | +122 | 11.54% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Reduced | 1,168 | 255 | 0.0% | 0.0% | 186 | -25 | -2.1% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | New | 1,155 | 253 | 0.0% | — | 187 | +1,155 | New | Q1 2026 | May 14, 2026 |
| BLVD Private Wealth, LLC | History | New | 1,146 | 250 | 0.22% | — | 188 | +1,146 | New | Q1 2026 | Apr 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 1,139 | 249 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | New | 1,124 | 245 | 0.0% | — | 190 | +1,124 | New | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 1,121 | 245 | 0.17% | — | 191 | +1,121 | New | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,118 | 244 | 0.0% | 0.0% | 192 | -3,432 | -75.43% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,108 | 242 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Family Investment Center, Inc. | History | Reduced | 1,097 | 239 | 0.05% | 0.05% | 194 | -13 | -1.17% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | New | 1,086 | 237 | 0.01% | — | 196 | +1,086 | New | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,086 | 237 | 0.01% | 0.01% | 195 | +86 | 8.6% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 1,083 | 236 | 0.0% | 0.0% | 197 | +95 | 9.62% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | New | 1,011 | 234 | 0.01% | — | 198 | +1,011 | New | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Reduced | 1,050 | 229 | 0.06% | 0.06% | 200 | -113 | -9.72% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Reduced | 1,050 | 229 | 0.09% | 0.09% | 199 | -20 | -1.87% | Q1 2026 | Apr 21, 2026 |
| Note Advisors, LLC | History | No change | 1,044 | 228 | 0.11% | 0.13% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,030 | 225 | 0.0% | 0.0% | 202 | +21 | 2.08% | Q1 2026 | May 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,000 | 218 | 0.09% | 0.08% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | No change | 987 | 215 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 1,050 | 215 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Allocation Strategies LLC | History | New | 962 | 210 | 0.04% | — | 206 | +962 | New | Q1 2026 | Apr 22, 2026 |
| Plan Group Financial, LLC | History | New | 950 | 207 | 0.05% | — | 207 | +950 | New | Q1 2026 | Apr 13, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 938 | 205 | 0.02% | — | 208 | +938 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 936 | 204 | 0.0% | — | 209 | +936 | New | Q1 2026 | May 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 925 | 202 | 0.05% | — | 210 | +925 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 922 | 201 | 0.0% | — | 211 | +922 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 880 | 192 | 0.0% | 0.0% | 213 | +230 | 35.38% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 936 | 192 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 802 | 175 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 790 | 173 | 0.04% | 0.2% | 215 | -3,300 | -80.68% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | No change | 786 | 171 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 777 | 169 | 0.01% | 0.0% | 217 | +386 | 98.72% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 748 | 163 | 0.0% | 0.0% | 218 | +12 | 1.63% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 740 | 161 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Friedenthal Financial | History | No change | 687 | 150 | 0.08% | 0.07% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 638 | 139 | 0.0% | 0.0% | 222 | +20 | 3.24% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 677 | 139 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | New | 610 | 133 | 0.01% | — | 223 | +610 | New | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | Added to | 601 | 131 | 0.02% | 0.02% | 224 | +40 | 7.13% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 573 | 125 | 0.0% | 0.0% | 225 | -1,326 | -69.83% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 565 | 123 | 0.0% | 0.0% | 226 | +500 | 769.23% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 542 | 118 | 0.0% | 0.0% | 227 | +521 | 2480.95% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 531 | 116 | 0.0% | 0.0% | 228 | -35 | -6.18% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 494 | 108 | 0.01% | — | 229 | +494 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 479 | 103 | 0.0% | — | 230 | +479 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 342 | 74 | 0.01% | 0.0% | 232 | +160 | 87.91% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 360 | 74 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 320 | 69 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 315 | 68 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 328 | 67 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 253 | 55 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors, Inc. | History | New | 230 | 50 | 0.03% | — | 237 | +230 | New | Q1 2026 | Apr 20, 2026 |
| WFA of San Diego, LLC | History | New | 225 | 49 | 0.04% | — | 239 | +225 | New | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | No change | 227 | 49 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | No change | 215 | 47 | 0.02% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 217 | 45 | 0.0% | 0.0% | 241 | -79 | -26.69% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | New | 205 | 44 | 0.0% | — | 242 | +205 | New | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 43 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 43 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 200 | 43 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 177 | 38 | 0.02% | — | 246 | +177 | New | Q1 2026 | May 15, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 168 | 36 | 0.03% | 0.03% | 248 | -28 | -14.29% | Q1 2026 | May 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 165 | 36 | 0.02% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | New | 150 | 33 | 0.0% | — | 249 | +150 | New | Q1 2026 | May 14, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 150 | 32 | 0.01% | — | 250 | +150 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 142 | 31 | 0.0% | — | 251 | +142 | New | Q1 2026 | Apr 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 130 | 28 | 0.01% | 0.01% | 252 | -18 | -12.16% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 115 | 25 | 0.01% | 0.01% | 253 | +15 | 15.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 112 | 24 | 0.0% | — | 256 | +112 | New | Q1 2026 | May 19, 2026 |
| Asset Dedication, LLC | History | Added to | 113 | 24 | 0.0% | 0.0% | 254 | +72 | 175.61% | Q1 2026 | May 29, 2026 |
| Parvin Asset Management, LLC | History | No change | 113 | 24 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 109 | 23 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 103 | 22 | 0.0% | — | 258 | +103 | New | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 93 | 20 | 0.01% | — | 259 | +93 | New | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 83 | 18 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 67 | 14 | 0.0% | — | 261 | +67 | New | Q1 2026 | May 15, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 58 | 12 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hickory Point Bank & Trust | History | New | 47 | 10 | 0.01% | — | 264 | +47 | New | Q1 2026 | Apr 03, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 49 | 10 | 0.01% | 0.01% | 263 | -3 | -5.77% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | New | 42 | 9 | 0.0% | — | 265 | +42 | New | Q1 2026 | Apr 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 33 | 7 | 0.0% | — | 267 | +33 | New | Q1 2026 | Apr 13, 2026 |
| POM Investment Strategies, LLC | History | No change | 34 | 7 | 0.01% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 31 | 6 | 0.0% | — | 269 | +31 | New | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | New | 25 | 5 | 0.0% | — | 270 | +25 | New | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | No change | 20 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 272 | -14 | -58.33% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | New | 7 | 1 | 0.0% | — | 275 | +7 | New | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7 | 1 | 0.0% | — | 277 | +7 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 6 | 1 | 0.0% | — | 278 | +6 | New | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 5 | 1 | 0.0% | — | 276 | +5 | New | Q1 2026 | Apr 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -71,648 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,147 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -9,706 | -100.0% | Q1 2026 | May 01, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -3,403 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,266 | -100.0% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,630 | -100.0% | Q1 2026 | May 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,487 | -100.0% | Q1 2026 | May 13, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,163 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,046 | -100.0% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -999 | -100.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -980 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 19, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |