Goldman Sachs ETF Trust - GPIQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,309,345 | 114,289 | 0.03% | 0.03% | 1 | +429,176 | 22.83% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,786,695 | 88,423 | 0.01% | 0.01% | 2 | +21,762 | 1.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,773,801 | 87,785 | 0.01% | 0.01% | 3 | +29,534 | 1.69% | Q1 2026 | May 15, 2026 |
| Requisite Capital Management, LLC | History | Added to | 1,576,188 | 78,005 | 14.53% | 15.63% | 4 | +17,794 | 1.14% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,111,955 | 55,030 | 0.06% | 0.06% | 5 | +54,949 | 5.2% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 767,900 | 38,003 | 0.01% | 0.0% | 6 | +379,324 | 97.62% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 672,838 | 33,298 | 0.05% | 0.05% | 7 | +48,616 | 7.79% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 573,737 | 28,395 | 0.0% | 0.0% | 8 | +112,957 | 24.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 573,200 | 28,367 | 0.0% | 0.0% | 9 | +320,439 | 126.78% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 499,826 | 24,831 | 0.05% | 0.05% | 10 | -139,316 | -21.8% | Q1 2026 | Apr 08, 2026 |
| GGM Financial LLC | History | Added to | 403,928 | 19,990 | 9.2% | 9.7% | 11 | +26,134 | 6.92% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 372,133 | 18,416 | 0.03% | 0.02% | 12 | +73,380 | 24.56% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 328,054 | 16,235 | 0.0% | 0.0% | 13 | +287,354 | 706.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 291,031 | 14,403 | 0.0% | 0.0% | 14 | +123,712 | 73.94% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 267,037 | 13,215 | 0.8% | 0.76% | 15 | +21,693 | 8.84% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,175 | 12,133 | 0.02% | 0.01% | 16 | +55,986 | 29.59% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 234,287 | 11,594 | 2.01% | 1.29% | 17 | +94,810 | 67.98% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 230,472 | 11,406 | 1.18% | 1.18% | 18 | +8,004 | 3.6% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 172,938 | 9,143 | 0.06% | 0.05% | 19 | +26,388 | 18.01% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 183,474 | 9,080 | 0.04% | 0.05% | 20 | +1,976 | 1.09% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 176,383 | 8,729 | 0.18% | 0.18% | 21 | +5,104 | 2.98% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 175,490 | 8,684 | 0.7% | 0.68% | 22 | +17,408 | 11.01% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 162,869 | 8,060 | 0.01% | 0.01% | 23 | -8,494 | -4.96% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 161,711 | 8,003 | 0.0% | 0.0% | 24 | -15,264 | -8.62% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 159,132 | 7,875 | 0.0% | 0.0% | 25 | +56,499 | 55.05% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 140,611 | 6,958 | 0.01% | 0.0% | 26 | +56,696 | 67.56% | Q1 2026 | May 13, 2026 |
| Wick Capital Partners, LLC | History | Added to | 128,694 | 6,369 | 1.16% | 1.07% | 27 | +15,614 | 13.81% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 125,107 | 6,191 | 0.59% | 0.45% | 28 | +34,080 | 37.44% | Q1 2026 | Apr 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 124,768 | 6,174 | 0.75% | 0.78% | 29 | +7,082 | 6.02% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 124,768 | 6,174 | 0.45% | 0.5% | 30 | +7,082 | 6.02% | Q1 2026 | May 07, 2026 |
| Significant Wealth Partners LLC | History | Added to | 123,607 | 6,117 | 7.54% | 6.19% | 31 | +18,647 | 17.77% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 118,976 | 5,900 | 0.06% | 0.02% | 32 | +77,550 | 187.2% | Q1 2026 | Apr 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 119,193 | 5,898 | 0.99% | 0.3% | 33 | +87,906 | 280.97% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 106,055 | 5,248 | 0.02% | 0.01% | 34 | +59,064 | 125.69% | Q1 2026 | Apr 30, 2026 |
| Mason & Associates Inc | History | Reduced | 103,041 | 4,941 | 0.96% | 1.05% | 35 | -2,232 | -2.12% | Q1 2026 | Apr 30, 2026 |
| Delta Investment Management, LLC | History | Added to | 97,966 | 4,848 | 0.87% | 0.78% | 36 | +12,696 | 14.89% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 96,719 | 4,786 | 0.02% | 0.03% | 37 | +4,108 | 4.44% | Q1 2026 | May 15, 2026 |
| Semus Wealth Partners LLC | History | Added to | 88,673 | 4,388 | 2.45% | 2.45% | 38 | +2,619 | 3.04% | Q1 2026 | Apr 24, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 83,261 | 4,120 | 2.99% | 2.51% | 39 | +16,172 | 24.11% | Q1 2026 | May 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 73,083 | 4,039 | 0.86% | 0.73% | 40 | +12,394 | 20.42% | Q1 2026 | May 01, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 72,501 | 3,820 | 2.16% | 0.56% | 41 | +55,379 | 323.44% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 76,444 | 3,783 | 0.0% | 0.0% | 42 | +44,582 | 139.92% | Q1 2026 | May 12, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 70,763 | 3,502 | 1.05% | 1.11% | 43 | +2,707 | 3.98% | Q1 2026 | Apr 21, 2026 |
| Tandem Financial, LLC | History | New | 67,944 | 3,362 | 1.07% | — | 44 | +67,944 | New | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 65,861 | 3,259 | 0.02% | 0.01% | 45 | +9,436 | 16.72% | Q1 2026 | Apr 24, 2026 |
| Cedarwood Wealth LLC | History | Added to | 64,057 | 3,170 | 3.2% | 1.44% | 46 | +39,830 | 164.4% | Q1 2026 | May 05, 2026 |
| Cannon Advisors, Inc. | History | Added to | 61,857 | 3,061 | 2.27% | 2.27% | 47 | +1,029 | 1.69% | Q1 2026 | Apr 24, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 60,005 | 2,969 | 0.21% | 0.2% | 48 | +8,340 | 16.14% | Q1 2026 | May 15, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 58,750 | 2,907 | 0.48% | — | 49 | +58,750 | New | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 58,077 | 2,874 | 0.01% | 0.0% | 50 | +6,792 | 13.24% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 56,499 | 2,796 | 0.26% | 0.25% | 51 | +6,846 | 13.79% | Q1 2026 | May 04, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 54,922 | 2,728 | 0.59% | 0.64% | 52 | -1,965 | -3.45% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 54,912 | 2,717 | 0.02% | 0.0% | 53 | +43,479 | 380.29% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 52,720 | 2,614 | 0.04% | 0.05% | 54 | -765 | -1.43% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 51,349 | 2,541 | 0.04% | 0.04% | 55 | -96 | -0.19% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | Added to | 46,584 | 2,538 | 0.17% | 0.17% | 56 | +912 | 2.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 51,156 | 2,531 | 0.15% | 0.17% | 57 | +176 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 49,087 | 2,429 | 0.03% | 0.03% | 58 | -1,877 | -3.68% | Q1 2026 | Apr 28, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 46,717 | 2,312 | 1.18% | 1.05% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 45,059 | 2,229 | 0.46% | 0.45% | 60 | +6,408 | 16.58% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | No change | 43,919 | 2,154 | 0.14% | 0.15% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 42,804 | 2,118 | 0.13% | 0.12% | 62 | +7,744 | 22.09% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 41,529 | 2,055 | 0.12% | 0.09% | 63 | +12,133 | 41.27% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 40,758 | 2,017 | 0.12% | 0.11% | 64 | +6,405 | 18.64% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 40,611 | 2,009 | 0.02% | 0.03% | 65 | -2,039 | -4.78% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,446 | 2,002 | 0.01% | 0.0% | 66 | +8,282 | 25.75% | Q1 2026 | Apr 30, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 39,995 | 1,979 | 0.82% | 0.9% | 67 | -2,354 | -5.56% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 37,099 | 1,836 | 0.13% | 0.21% | 68 | -15,513 | -29.49% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 36,660 | 1,814 | 0.09% | — | 69 | +36,660 | New | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | Added to | 36,026 | 1,782 | 0.13% | 0.11% | 70 | +23,566 | 189.13% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 35,808 | 1,772 | 0.23% | — | 71 | +35,808 | New | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 34,315 | 1,698 | 0.13% | 0.01% | 72 | +32,664 | 1978.44% | Q1 2026 | Apr 14, 2026 |
| PFG Investments, LLC | History | Added to | 33,708 | 1,668 | 0.08% | 0.08% | 73 | +2,234 | 7.1% | Q1 2026 | Apr 27, 2026 |
| Invst, LLC | History | Added to | 32,801 | 1,623 | 0.18% | 0.09% | 74 | +17,196 | 110.2% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 31,970 | 1,582 | 0.36% | 0.37% | 75 | +2,019 | 6.74% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 31,113 | 1,539 | 0.11% | 0.09% | 76 | +7,006 | 29.06% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 30,895 | 1,528 | 0.05% | 0.04% | 77 | +11,592 | 60.05% | Q1 2026 | Apr 07, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 30,880 | 1,528 | 0.6% | 0.49% | 78 | +6,093 | 24.58% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 29,921 | 1,480 | 0.05% | 0.05% | 79 | +5,386 | 21.95% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Added to | 28,765 | 1,423 | 0.29% | 0.04% | 81 | +24,973 | 658.57% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 28,763 | 1,423 | 0.51% | 0.32% | 80 | +11,452 | 66.15% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,152 | 1,393 | 0.02% | 0.01% | 82 | +11,196 | 66.03% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 27,200 | 1,346 | 0.1% | 0.16% | 83 | -14,350 | -34.54% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 26,601 | 1,316 | 0.03% | 0.04% | 84 | +1,873 | 7.57% | Q1 2026 | May 14, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Reduced | 26,375 | 1,305 | 1.48% | 1.53% | 85 | -250 | -0.94% | Q1 2026 | May 04, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 25,717 | 1,272 | 0.23% | 0.22% | 86 | +100 | 0.39% | Q1 2026 | Apr 29, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 23,769 | 1,256 | 0.9% | 0.9% | 87 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 25,157 | 1,245 | 0.96% | 1.03% | 88 | -1,152 | -4.38% | Q1 2026 | May 19, 2026 |
| Graney & King, LLC | History | Added to | 24,573 | 1,216 | 0.66% | 0.75% | 89 | +275 | 1.13% | Q1 2026 | May 18, 2026 |
| CAP Partners, LLC | History | Added to | 23,904 | 1,183 | 0.67% | 0.41% | 90 | +10,137 | 73.63% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,644 | 1,170 | 0.04% | 0.02% | 91 | +6,506 | 37.96% | Q1 2026 | Apr 23, 2026 |
| NFSG Corp | History | Added to | 23,321 | 1,154 | 0.19% | 0.16% | 92 | +4,118 | 21.44% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,938 | 1,135 | 0.04% | 0.04% | 93 | +6,908 | 43.09% | Q1 2026 | May 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,695 | 1,095 | 0.0% | 0.0% | 94 | +17,244 | 316.35% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | New | 21,610 | 1,069 | 0.11% | — | 95 | +21,610 | New | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 21,343 | 1,056 | 0.19% | 0.05% | 96 | +16,030 | 301.71% | Q1 2026 | May 11, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 21,353 | 1,056 | 1.4% | 1.18% | 97 | +1,731 | 8.82% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,911 | 1,034 | 0.02% | 0.02% | 98 | +3,209 | 18.13% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 20,275 | 1,003 | 0.15% | 0.13% | 99 | +4,117 | 25.48% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 20,025 | 991 | 0.35% | 0.29% | 100 | +5,975 | 42.53% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 20,020 | 990 | 0.11% | 0.1% | 101 | +2,630 | 15.12% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | New | 20,000 | 989 | 0.23% | — | 102 | +20,000 | New | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 19,786 | 979 | 0.0% | 0.0% | 103 | +341 | 1.75% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Added to | 19,101 | 945 | 1.06% | 0.59% | 104 | +9,445 | 97.81% | Q1 2026 | Apr 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 18,607 | 920 | 0.07% | 0.13% | 105 | +1,157 | 6.63% | Q1 2026 | May 15, 2026 |
| Guilbault Capital LLC | History | New | 18,553 | 918 | 1.01% | — | 106 | +18,553 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,230 | 910 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,336 | 907 | 0.05% | 0.05% | 108 | +306 | 1.7% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 18,278 | 904 | 0.0% | 0.0% | 109 | -22,244 | -54.89% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 18,168 | 899 | 0.33% | 0.32% | 110 | +1,102 | 6.46% | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | New | 17,719 | 876 | 0.26% | — | 111 | +17,719 | New | Q1 2026 | May 04, 2026 |
| URS Advisory LLC | History | Added to | 17,639 | 872 | 0.64% | 0.76% | 112 | +442 | 2.57% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 17,447 | 863 | 0.03% | 0.03% | 113 | -1,468 | -7.76% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,061 | 844 | 0.0% | 0.0% | 114 | +1,278 | 8.1% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,941 | 838 | 0.05% | 0.01% | 115 | +13,136 | 345.23% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,827 | 832 | 0.0% | 0.0% | 116 | +5,291 | 45.87% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,650 | 824 | 0.02% | 0.02% | 117 | +4,685 | 39.16% | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 16,204 | 801 | 0.45% | 0.42% | 118 | -739 | -4.36% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | New | 16,175 | 800 | 0.0% | — | 119 | +16,175 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,096 | 796 | 0.0% | 0.0% | 120 | +3,769 | 30.58% | Q1 2026 | May 04, 2026 |
| DOLIVER ADVISORS, LP | History | New | 15,750 | 779 | 0.18% | — | 121 | +15,750 | New | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 15,500 | 767 | 0.01% | — | 122 | +15,500 | New | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 15,197 | 752 | 0.02% | 0.02% | 123 | -1,494 | -8.95% | Q1 2026 | Apr 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 14,816 | 733 | 0.16% | 0.13% | 124 | +3,937 | 36.19% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | New | 14,640 | 724 | 0.02% | — | 125 | +14,640 | New | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | No change | 14,450 | 715 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 14,387 | 712 | 0.02% | 0.03% | 127 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,223 | 703 | 0.0% | 0.0% | 128 | +5,913 | 71.16% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,007 | 693 | 0.02% | 0.02% | 129 | +832 | 6.31% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,879 | 686 | 0.0% | 0.0% | 130 | +1,978 | 16.62% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | New | 13,721 | 679 | 0.0% | — | 131 | +13,721 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,248 | 655 | 0.01% | 0.01% | 132 | -509 | -3.7% | Q1 2026 | May 11, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 13,181 | 652 | 0.49% | 0.49% | 133 | -31 | -0.23% | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 13,083 | 647 | 0.35% | 0.33% | 135 | +1,601 | 13.94% | Q1 2026 | May 12, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 13,082 | 647 | 0.43% | 0.48% | 134 | +60 | 0.46% | Q1 2026 | Apr 30, 2026 |
| Harvest Investment Services, LLC | History | Added to | 13,050 | 645 | 0.12% | 0.13% | 136 | +50 | 0.38% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 12,879 | 637 | 0.11% | 0.07% | 137 | +4,407 | 52.02% | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,751 | 631 | 0.02% | 0.01% | 138 | +2,390 | 23.07% | Q1 2026 | Apr 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 12,642 | 625 | 0.02% | 0.02% | 139 | +760 | 6.4% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,272 | 607 | 0.0% | 0.0% | 140 | +2,509 | 25.7% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,200 | 603 | 0.01% | — | 141 | +12,200 | New | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | New | 12,200 | 603 | 0.33% | — | 142 | +12,200 | New | Q1 2026 | Apr 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 11,974 | 592 | 0.02% | 0.02% | 143 | +313 | 2.68% | Q1 2026 | Apr 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 11,956 | 591 | 0.03% | 0.02% | 144 | +2,169 | 22.16% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | New | 11,454 | 566 | 0.01% | — | 145 | +11,454 | New | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 11,301 | 559 | 0.2% | 0.15% | 146 | +3,233 | 40.07% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,868 | 537 | 0.25% | 0.18% | 147 | +3,108 | 40.05% | Q1 2026 | Apr 27, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 10,784 | 533 | 0.45% | 0.34% | 148 | +3,555 | 49.18% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,507 | 520 | 0.01% | 0.01% | 149 | +982 | 10.31% | Q1 2026 | Apr 10, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 10,479 | 518 | 0.08% | — | 150 | +10,479 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,462 | 517 | 0.0% | — | 151 | +10,462 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,297 | 509 | 0.01% | 0.02% | 152 | -7,874 | -43.33% | Q1 2026 | Apr 29, 2026 |
| Noble Wealth Management PBC | History | Reduced | 10,094 | 499 | 0.25% | 0.29% | 153 | -913 | -8.29% | Q1 2026 | Apr 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,033 | 465 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 9,233 | 456 | 0.18% | 0.16% | 155 | +1,070 | 13.11% | Q1 2026 | May 13, 2026 |
| Bull Harbor Capital LLC | History | New | 8,985 | 444 | 0.12% | — | 157 | +8,985 | New | Q1 2026 | May 18, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 8,974 | 444 | 0.01% | — | 156 | +8,974 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 8,913 | 441 | 0.06% | 0.03% | 158 | +4,077 | 84.31% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,794 | 435 | 0.29% | 0.27% | 159 | +1,435 | 19.5% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | New | 8,742 | 433 | 0.02% | — | 160 | +8,742 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,502 | 420 | 0.0% | — | 161 | +8,502 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,208 | 406 | 0.01% | 0.01% | 162 | +3,114 | 61.13% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | New | 8,188 | 405 | 0.1% | — | 164 | +8,188 | New | Q1 2026 | Apr 16, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 7,655 | 405 | 0.29% | 0.27% | 163 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 7,951 | 393 | 0.09% | 0.1% | 165 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,687 | 380 | 0.15% | 0.15% | 166 | +637 | 9.04% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | New | 7,543 | 373 | 0.0% | — | 167 | +7,543 | New | Q1 2026 | May 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 7,531 | 372 | 0.02% | — | 168 | +7,531 | New | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,400 | 366 | 0.0% | 0.0% | 169 | +1,000 | 15.63% | Q1 2026 | May 12, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 7,300 | 361 | 0.24% | 0.26% | 170 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,050 | 348 | 0.0% | 0.0% | 171 | +1,000 | 16.53% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,787 | 335 | 0.02% | 0.02% | 172 | +1,630 | 31.61% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,392 | 316 | 0.01% | 0.01% | 173 | +1,450 | 29.34% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | New | 6,290 | 311 | 0.01% | — | 174 | +6,290 | New | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 6,267 | 310 | 0.01% | 0.01% | 175 | +2,177 | 53.23% | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 6,257 | 309 | 0.06% | — | 176 | +6,257 | New | Q1 2026 | Apr 15, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 6,200 | 306 | 0.05% | — | 177 | +6,200 | New | Q1 2026 | May 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 6,079 | 300 | 0.1% | 0.12% | 178 | -46 | -0.75% | Q1 2026 | Apr 21, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,050 | 299 | 0.01% | 0.01% | 179 | +1,050 | 21.0% | Q1 2026 | May 04, 2026 |
| Stillwater Wealth Management Group | History | New | 6,000 | 296 | 0.18% | — | 180 | +6,000 | New | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,961 | 295 | 0.0% | 0.0% | 181 | +1,018 | 20.59% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,879 | 290 | 0.01% | 0.01% | 182 | +1,164 | 24.69% | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 5,827 | 285 | 0.06% | 0.07% | 183 | -250 | -4.11% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | New | 5,313 | 262 | 0.0% | — | 184 | +5,313 | New | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 5,086 | 251 | 0.0% | — | 185 | +5,086 | New | Q1 2026 | May 07, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 4,887 | 241 | 0.16% | 0.18% | 186 | +100 | 2.09% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 4,513 | 238 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 4,800 | 237 | 0.05% | — | 188 | +4,800 | New | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,764 | 235 | 0.01% | 0.01% | 189 | +420 | 9.67% | Q1 2026 | May 13, 2026 |
| TrustBank | History | New | 4,733 | 234 | 0.09% | — | 190 | +4,733 | New | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,697 | 232 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,447 | 229 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,602 | 227 | 0.01% | — | 193 | +4,602 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 4,563 | 225 | 0.0% | 0.0% | 194 | +2,340 | 105.26% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 4,487 | 222 | 0.06% | 0.06% | 195 | +415 | 10.19% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,000 | 219 | 0.0% | — | 196 | +4,000 | New | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,380 | 216 | 0.0% | 0.0% | 197 | -1,715 | -28.14% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,348 | 215 | 0.0% | — | 198 | +4,348 | New | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 4,306 | 213 | 0.01% | — | 199 | +4,306 | New | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | New | 4,250 | 210 | 0.0% | — | 200 | +4,250 | New | Q1 2026 | Apr 07, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 4,071 | 201 | 0.02% | — | 201 | +4,071 | New | Q1 2026 | May 01, 2026 |
| Investors Portfolio Services LLC | History | Added to | 3,790 | 187 | 0.17% | 0.11% | 202 | +1,424 | 60.19% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,500 | 173 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 3,404 | 168 | 0.06% | 0.06% | 204 | +474 | 16.18% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,175 | 157 | 0.06% | 0.03% | 205 | +1,675 | 111.67% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,845 | 150 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,009 | 148 | 0.0% | 0.0% | 207 | +434 | 16.85% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,982 | 147 | 0.0% | 0.0% | 208 | +2,447 | 457.38% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,399 | 118 | 0.09% | 0.02% | 209 | +1,803 | 302.52% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,280 | 112 | 0.01% | 0.0% | 210 | +1,930 | 551.43% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,188 | 108 | 0.0% | 0.0% | 211 | -633 | -22.44% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,138 | 105 | 0.0% | — | 212 | +2,138 | New | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,000 | 98 | 0.06% | — | 213 | +2,000 | New | Q1 2026 | May 05, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,956 | 96 | 0.09% | — | 214 | +1,956 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,450 | 71 | 0.0% | 0.0% | 215 | +400 | 38.1% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 1,283 | 63 | 0.0% | 0.0% | 216 | +47 | 3.8% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,073 | 53 | 0.01% | 0.01% | 217 | +28 | 2.68% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 630 | 31 | 0.0% | 0.0% | 218 | -30 | -4.55% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 571 | 27 | 0.0% | 0.0% | 219 | +501 | 715.71% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 545 | 26 | 0.01% | — | 220 | +545 | New | Q1 2026 | Apr 29, 2026 |
| Activest Wealth Management | History | Reduced | 500 | 24 | 0.0% | 0.09% | 221 | -8,600 | -94.51% | Q1 2026 | Apr 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 445 | 22 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 433 | 21 | 0.0% | — | 223 | +433 | New | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 372 | 18 | 0.0% | 0.0% | 224 | +9 | 2.48% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | New | 267 | 13 | 0.0% | — | 227 | +267 | New | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 273 | 13 | 0.0% | 0.0% | 226 | +7 | 2.63% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 200 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 9 | 0.01% | — | 231 | +200 | New | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 202 | 9 | 0.0% | 0.0% | 230 | -173 | -46.13% | Q1 2026 | Apr 24, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 162 | 8 | 0.0% | — | 233 | +162 | New | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 173 | 8 | 0.0% | 0.0% | 232 | +123 | 246.0% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | No change | 116 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | New | 63 | 3 | 0.0% | — | 239 | +63 | New | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 64 | 3 | 0.0% | 0.0% | 238 | +1 | 1.59% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 56 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 240 | -150 | -75.0% | Q1 2026 | May 07, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -210,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,800 | -100.0% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -33,286 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,567 | -100.0% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,879 | -100.0% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,443 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,678 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,807 | -100.0% | Q1 2026 | May 15, 2026 |
| Vienna Asset Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,315 | -100.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,300 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elite Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,236 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,041 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,897 | -100.0% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,820 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,065 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -920 | -100.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| Aspect Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |