Amplify ETF Trust - HACK
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.
Full rows mode is enabled.
Back to fast mode.
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 | Reduced | 681,412 | 51,167 | 0.01% | 0.02% | 1 | -49,196 | -6.73% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 356,611 | 26,779 | 0.03% | 0.03% | 2 | +7,735 | 2.22% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 309,728 | 23,257 | 0.6% | 0.64% | 3 | +4,518 | 1.48% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 266,727 | 20,028 | 0.01% | 0.01% | 4 | +6,854 | 2.64% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 224,639 | 16,868 | 0.0% | 0.0% | 5 | -13,079 | -5.5% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 207,321 | 15,567 | 0.02% | 0.01% | 6 | +57,471 | 38.35% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,477 | 15,162 | 0.03% | 0.03% | 7 | -109,267 | -35.74% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 180,390 | 13,545 | 0.0% | 0.0% | 8 | +169,466 | 1551.32% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 180,181 | 13,529 | 0.0% | 0.0% | 9 | +12,947 | 7.74% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 162,917 | 12,233 | 0.0% | 0.0% | 10 | +129,891 | 393.3% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,075 | 8,490 | 0.01% | 0.01% | 11 | -17,916 | -13.68% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 109,966 | 8,257 | 0.02% | 0.02% | 12 | +14,556 | 15.26% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 101,725 | 7,639 | 0.02% | 0.02% | 13 | +18,051 | 21.57% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 98,507 | 7,396 | 0.01% | 0.01% | 14 | -2,919 | -2.88% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 95,018 | 7,135 | 0.01% | 0.01% | 15 | -30,024 | -24.01% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 85,608 | 6,428 | 0.0% | 0.0% | 16 | +2,722 | 3.28% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 85,183 | 6,396 | 0.0% | 0.0% | 17 | -10,934 | -11.38% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 76,918 | 5,768 | 0.01% | 0.01% | 18 | -41,329 | -34.95% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,479 | 5,743 | 0.01% | 0.02% | 19 | -64,943 | -45.92% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 74,599 | 5,601 | 0.01% | 0.01% | 20 | -11,242 | -13.1% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 73,286 | 5,503 | 0.03% | 0.02% | 21 | +22,665 | 44.77% | Q1 2026 | May 05, 2026 |
| Thoma Capital Management LLC | History | Added to | 68,835 | 5,168 | 3.06% | 3.02% | 22 | +3,544 | 5.43% | Q1 2026 | Apr 20, 2026 |
| Sage Capital Management, LLC | History | Reduced | 63,561 | 4,774 | 2.24% | 2.53% | 23 | -4,660 | -6.83% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 62,379 | 4,684 | 0.17% | 0.25% | 24 | -23,008 | -26.95% | Q1 2026 | Apr 20, 2026 |
| Artesa Financial Group, LLC | History | Added to | 56,095 | 4,212 | 4.02% | 4.56% | 25 | +986 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 55,647 | 4,179 | 0.01% | 0.01% | 26 | -9,119 | -14.08% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 51,397 | 3,859 | 0.09% | 0.09% | 27 | +1,919 | 3.88% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 51,237 | 3,847 | 0.02% | 0.02% | 28 | +1,896 | 3.84% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 49,510 | 3,717 | 0.01% | 0.01% | 29 | +58 | 0.12% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 48,715 | 3,657 | 0.06% | 0.06% | 30 | +10,215 | 26.53% | Q1 2026 | May 18, 2026 |
| Brookstone Capital Management | History | Added to | 46,865 | 3,519 | 0.04% | 0.03% | 31 | +9,850 | 26.61% | Q1 2026 | Apr 16, 2026 |
| McGuire Investment Group, LLC | History | Added to | 46,673 | 3,504 | 0.4% | 0.4% | 32 | +216 | 0.46% | Q1 2026 | Apr 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 46,092 | 3,461 | 0.04% | 0.04% | 33 | -400 | -0.86% | Q1 2026 | May 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 45,477 | 3,414 | 1.22% | 1.34% | 34 | -901 | -1.94% | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 45,430 | 3,411 | 0.22% | 0.23% | 35 | +1,282 | 2.9% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | New | 44,173 | 3,316 | 0.04% | — | 36 | +44,173 | New | Q1 2026 | Apr 23, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 43,994 | 3,304 | 0.23% | 0.24% | 37 | -1,641 | -3.6% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 43,761 | 3,286 | 0.0% | 0.01% | 38 | +856 | 2.0% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 38,332 | 2,878 | 0.5% | 0.55% | 39 | -763 | -1.95% | Q1 2026 | May 12, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 37,526 | 2,817 | 0.35% | 0.3% | 40 | +4,125 | 12.35% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 35,035 | 2,630 | 0.03% | 0.04% | 41 | -6,670 | -15.99% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,590 | 2,597 | 0.0% | 0.0% | 42 | +26,590 | 332.38% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 34,194 | 2,567 | 0.02% | — | 43 | +34,194 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 34,088 | 2,559 | 0.15% | 0.17% | 44 | -755 | -2.17% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 33,866 | 2,543 | 0.08% | 0.22% | 45 | -49,877 | -59.56% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 29,712 | 2,504 | 0.07% | 0.1% | 46 | +303 | 1.03% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 31,091 | 2,334 | 0.01% | 0.01% | 47 | -2,525 | -7.51% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,292 | 2,274 | 0.01% | 0.01% | 48 | +3,643 | 13.67% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Reduced | 30,231 | 2,270 | 0.01% | 0.01% | 49 | -1,437 | -4.54% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 29,825 | 2,239 | 0.31% | 0.35% | 50 | -200 | -0.67% | Q1 2026 | Apr 22, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 28,948 | 2,173 | 0.84% | 0.72% | 51 | +6,012 | 26.21% | Q1 2026 | Apr 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 26,359 | 2,119 | 0.61% | 0.61% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 27,900 | 2,095 | 0.0% | 0.0% | 53 | +6,352 | 29.48% | Q1 2026 | May 12, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 26,663 | 2,002 | 1.25% | 0.5% | 54 | +15,655 | 142.21% | Q1 2026 | May 07, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 25,138 | 1,921 | 0.89% | 1.01% | 55 | -1,394 | -5.25% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 24,461 | 1,857 | 0.01% | 0.01% | 56 | -2,339 | -8.73% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,554 | 1,843 | 0.01% | 0.01% | 57 | +2,865 | 13.21% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 24,390 | 1,831 | 0.35% | 0.37% | 58 | +160 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 23,213 | 1,743 | 0.03% | 0.03% | 59 | +30 | 0.13% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 22,479 | 1,687 | 0.0% | 0.0% | 60 | +10,152 | 82.36% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,377 | 1,605 | 0.0% | 0.0% | 61 | -5,285 | -19.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 21,037 | 1,528 | 0.0% | 0.0% | 62 | -378 | -1.77% | Q1 2026 | May 15, 2026 |
| Hyposwiss Advisors SA | History | No change | 20,911 | 1,515 | 1.5% | 1.66% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 19,780 | 1,485 | 0.0% | 0.0% | 64 | +1,753 | 9.72% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,177 | 1,439 | 0.01% | 0.01% | 65 | +2,297 | 13.61% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 18,861 | 1,416 | 0.07% | 0.07% | 66 | +599 | 3.28% | Q1 2026 | May 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,736 | 1,406 | 0.01% | 0.01% | 67 | +330 | 1.79% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 18,698 | 1,404 | 0.35% | 0.23% | 68 | +7,015 | 60.04% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,704 | 1,404 | 0.0% | 0.0% | 69 | +3,872 | 26.11% | Q1 2026 | May 14, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 18,689 | 1,403 | 0.28% | 0.2% | 70 | +5,680 | 43.66% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 18,480 | 1,387 | 0.06% | 0.09% | 71 | -6,051 | -24.67% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 17,017 | 1,278 | 0.01% | 0.01% | 72 | +64 | 0.38% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 16,461 | 1,236 | 0.0% | 0.0% | 73 | -245 | -1.47% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,383 | 1,230 | 0.03% | 0.03% | 74 | -601 | -3.54% | Q1 2026 | Apr 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 16,182 | 1,215 | 0.54% | 0.5% | 75 | +2,618 | 19.3% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,820 | 1,187 | 0.01% | 0.02% | 76 | -1,378 | -8.01% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,367 | 1,153 | 0.01% | 0.01% | 77 | -2,762 | -15.24% | Q1 2026 | Apr 24, 2026 |
| Dakota Wealth Management | History | Added to | 15,202 | 1,141 | 0.02% | 0.02% | 78 | +10 | 0.07% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,999 | 1,126 | 0.03% | 0.03% | 79 | +4,268 | 39.77% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,668 | 1,101 | 0.01% | 0.01% | 80 | +5,699 | 63.54% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,401 | 1,081 | 0.01% | 0.01% | 81 | +3,236 | 28.98% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,285 | 1,072 | 0.04% | 0.02% | 82 | -1,461 | -9.28% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 14,004 | 1,051 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 13,953 | 1,048 | 0.01% | — | 85 | +13,953 | New | Q1 2026 | Apr 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,958 | 1,048 | 0.05% | 0.07% | 84 | -5,590 | -28.6% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 13,842 | 1,039 | 0.04% | 0.02% | 86 | +7,085 | 104.85% | Q1 2026 | May 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 13,421 | 1,007 | 0.96% | 1.05% | 87 | -183 | -1.35% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,019 | 991 | 0.01% | 0.01% | 88 | -3,045 | -18.96% | Q1 2026 | Apr 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 12,888 | 967 | 0.08% | — | 89 | +12,888 | New | Q1 2026 | May 06, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,727 | 955 | 0.28% | 0.31% | 90 | +193 | 1.54% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 12,194 | 915 | 0.0% | 0.0% | 91 | -645 | -5.02% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 12,150 | 912 | 0.0% | 0.0% | 92 | +5,049 | 71.1% | Q1 2026 | May 15, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 12,126 | 910 | 0.74% | 0.61% | 93 | +3,026 | 33.25% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,107 | 909 | 0.02% | 0.02% | 94 | -380 | -3.04% | Q1 2026 | Apr 10, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Reduced | 11,652 | 874 | 0.54% | 0.52% | 95 | -229 | -1.93% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | New | 11,392 | 855 | 0.08% | — | 96 | +11,392 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 11,323 | 850 | 0.11% | 0.08% | 97 | +3,034 | 36.6% | Q1 2026 | May 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 1,116 | 834 | 0.33% | 0.35% | 98 | -10,078 | -90.03% | Q1 2026 | May 14, 2026 |
| Bay Capital Advisors, LLC | History | No change | 11,026 | 827 | 0.51% | 0.54% | 99 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,206 | 820 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 10,819 | 812 | 0.01% | 0.01% | 101 | +150 | 1.41% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 10,787 | 809 | 0.08% | 0.08% | 102 | -465 | -4.13% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,774 | 809 | 0.03% | 0.03% | 103 | +428 | 4.14% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,732 | 805 | 0.01% | 0.01% | 104 | +4,335 | 67.77% | Q1 2026 | May 13, 2026 |
| Strategic Advisors LLC | History | Reduced | 10,293 | 772 | 0.13% | 0.18% | 105 | -4,076 | -28.37% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 10,148 | 761 | 0.09% | 0.1% | 106 | -165 | -1.6% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,096 | 758 | 0.01% | 0.03% | 107 | -2,817 | -21.82% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,091 | 757 | 0.0% | — | 108 | +10,091 | New | Q1 2026 | May 12, 2026 |
| Vigilare Wealth Management | History | Reduced | 10,069 | 756 | 0.26% | 0.4% | 109 | -4,635 | -31.52% | Q1 2026 | Apr 01, 2026 |
| Spire Wealth Management | History | Reduced | 10,014 | 751 | 0.03% | 0.03% | 110 | -822 | -7.59% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 9,826 | 737 | 0.05% | 0.09% | 111 | -7,182 | -42.23% | Q1 2026 | Apr 10, 2026 |
| SFMG, LLC | History | Reduced | 9,605 | 721 | 0.05% | 0.05% | 112 | -336 | -3.38% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 9,490 | 712 | 0.0% | 0.0% | 114 | -1,098 | -10.37% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,489 | 712 | 0.0% | 0.0% | 113 | -20 | -0.21% | Q1 2026 | May 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 8,973 | 673 | 0.11% | 0.12% | 115 | -550 | -5.78% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 8,331 | 669 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | New | 8,888 | 667 | 0.05% | — | 117 | +8,888 | New | Q1 2026 | May 05, 2026 |
| CERTUITY, LLC | History | No change | 8,739 | 646 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GEM Asset Management, LLC | History | No change | 8,327 | 625 | 0.28% | 0.3% | 119 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,294 | 622 | 0.02% | 0.02% | 120 | +211 | 2.61% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,221 | 617 | 0.01% | 0.01% | 121 | +700 | 9.31% | Q1 2026 | May 07, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 8,103 | 608 | 0.28% | 0.31% | 122 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 7,950 | 596 | 0.0% | 0.0% | 123 | -22,248 | -73.67% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 7,837 | 588 | 0.05% | 0.05% | 124 | -210 | -2.61% | Q1 2026 | May 13, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 7,760 | 582 | 0.26% | 1.56% | 125 | -40,618 | -83.96% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,674 | 576 | 0.02% | 0.02% | 126 | +211 | 2.83% | Q1 2026 | Apr 27, 2026 |
| HCR Wealth Advisors | History | Added to | 7,655 | 574 | 0.06% | 0.06% | 127 | +300 | 4.08% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 7,613 | 571 | 0.0% | 0.0% | 128 | -211 | -2.7% | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,605 | 568 | 0.04% | 0.05% | 129 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 7,489 | 562 | 0.01% | 0.01% | 130 | +423 | 5.99% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,476 | 561 | 0.02% | 0.02% | 131 | -200 | -2.61% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,442 | 558 | 0.02% | 0.05% | 132 | -4,881 | -39.61% | Q1 2026 | Apr 28, 2026 |
| CITY HOLDING CO | History | Reduced | 7,112 | 534 | 0.07% | 0.08% | 133 | -755 | -9.6% | Q1 2026 | Apr 15, 2026 |
| Fairscale Capital, LLC | History | No change | 7,110 | 533 | 0.37% | 0.38% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 7,065 | 530 | 0.05% | 0.05% | 135 | -300 | -4.07% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,029 | 528 | 0.01% | 0.01% | 136 | -16 | -0.23% | Q1 2026 | Apr 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 6,975 | 523 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 6,500 | 522 | 0.15% | 0.15% | 138 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 6,915 | 519 | 0.01% | 0.01% | 139 | -1,025 | -12.91% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 6,891 | 517 | 0.18% | 0.19% | 140 | -94 | -1.35% | Q1 2026 | Apr 09, 2026 |
| PFG Investments, LLC | History | Added to | 6,705 | 503 | 0.02% | 0.02% | 141 | +502 | 8.09% | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,255 | 502 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 6,513 | 489 | 0.06% | 0.07% | 143 | -1,191 | -15.46% | Q1 2026 | Apr 30, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 6,158 | 462 | 0.29% | 0.31% | 144 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,632 | 452 | 0.0% | 0.0% | 145 | +154 | 2.81% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,916 | 450 | 0.03% | 0.03% | 146 | +226 | 3.97% | Q1 2026 | May 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,940 | 446 | 0.08% | 0.2% | 147 | -7,283 | -55.08% | Q1 2026 | Apr 15, 2026 |
| Forum Finance Group S.A. | History | New | 7,300 | 440 | 0.24% | — | 148 | +7,300 | New | Q1 2026 | May 07, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 5,779 | 433 | 0.09% | 0.1% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,347 | 430 | 0.01% | — | 150 | +5,347 | New | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 5,646 | 423 | 0.0% | 0.0% | 151 | -3,000 | -34.7% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,620 | 422 | 0.0% | 0.0% | 152 | -2,507 | -30.85% | Q1 2026 | May 14, 2026 |
| Pointe Capital Management LLC | History | No change | 5,611 | 421 | 0.21% | 0.22% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sather Financial Group Inc | History | No change | 5,590 | 419 | 0.03% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 5,491 | 412 | 0.31% | 0.29% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,681 | 411 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,222 | 406 | 0.17% | 0.19% | 157 | -101 | -1.9% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,337 | 400 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,320 | 399 | 0.01% | 0.01% | 159 | -7,812 | -59.49% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,264 | 395 | 0.04% | 0.04% | 160 | +804 | 18.03% | Q1 2026 | Apr 16, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 5,148 | 386 | 0.27% | 0.61% | 161 | -7,535 | -59.41% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 5,125 | 384 | 0.01% | 0.01% | 162 | +1,032 | 25.21% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,058 | 379 | 0.01% | 0.01% | 163 | -131 | -2.52% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,995 | 375 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 4,985 | 374 | 0.09% | 0.09% | 165 | +436 | 9.58% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 4,974 | 373 | 0.26% | 0.37% | 166 | -1,431 | -22.34% | Q1 2026 | May 04, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 4,900 | 367 | 0.23% | 0.24% | 167 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,800 | 360 | 0.0% | 0.0% | 168 | +1,000 | 26.32% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,698 | 352 | 0.04% | 0.05% | 169 | -705 | -13.05% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 4,707 | 351 | 0.02% | 0.03% | 170 | -4,136 | -46.77% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,663 | 350 | 0.0% | 0.0% | 172 | +149 | 3.3% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,663 | 350 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 4,600 | 345 | 0.23% | 0.25% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ETF Store, Inc. | History | Added to | 4,546 | 341 | 0.33% | 0.36% | 174 | +131 | 2.97% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | New | 4,500 | 337 | 0.0% | — | 175 | +4,500 | New | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,480 | 336 | 0.02% | 0.02% | 176 | +3 | 0.07% | Q1 2026 | May 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 4,485 | 336 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,410 | 331 | 0.0% | 0.0% | 178 | +1,727 | 64.37% | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 4,392 | 329 | 0.01% | 0.01% | 179 | +54 | 1.24% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 4,360 | 327 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,301 | 322 | 0.0% | 0.0% | 181 | +101 | 2.4% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,215 | 316 | 0.0% | 0.0% | 183 | +2,161 | 105.21% | Q1 2026 | May 15, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 4,215 | 316 | 0.23% | 0.27% | 182 | -11 | -0.26% | Q1 2026 | Apr 29, 2026 |
| Alhambra Investment Management LLC | History | No change | 4,188 | 314 | 0.14% | 0.16% | 184 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,174 | 313 | 0.07% | 0.09% | 185 | +125 | 3.09% | Q1 2026 | May 07, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 4,165 | 312 | 0.11% | 0.17% | 186 | -1,616 | -27.95% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 4,130 | 310 | 0.0% | 0.0% | 187 | -535 | -11.47% | Q1 2026 | May 15, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 4,128 | 309 | 0.04% | 0.03% | 188 | +913 | 28.4% | Q1 2026 | May 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 3,933 | 309 | 0.22% | 0.24% | 189 | +64 | 1.65% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,057 | 304 | 0.01% | 0.01% | 190 | -1,360 | -25.11% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,943 | 300 | 0.01% | 0.01% | 192 | -62 | -1.55% | Q1 2026 | May 14, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,000 | 300 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Massachusetts Wealth Management | History | New | 3,940 | 295 | 0.13% | — | 193 | +3,940 | New | Q1 2026 | Apr 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 3,934 | 295 | 0.26% | — | 194 | +3,934 | New | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,923 | 294 | 0.0% | 0.0% | 195 | -30 | -0.76% | Q1 2026 | May 15, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | New | 3,890 | 292 | 0.19% | — | 197 | +3,890 | New | Q1 2026 | Apr 17, 2026 |
| Montecito Bank & Trust | History | No change | 3,890 | 292 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,866 | 290 | 0.04% | 0.05% | 199 | -200 | -4.92% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 3,865 | 290 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | No change | 3,684 | 289 | 0.0% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 3,830 | 287 | 0.09% | 0.1% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,818 | 286 | 0.01% | 0.01% | 202 | -24 | -0.62% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,799 | 285 | 0.1% | 0.15% | 204 | -1,580 | -29.37% | Q1 2026 | Apr 29, 2026 |
| Hudson Value Partners, LLC | History | No change | 3,800 | 285 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Csenge Advisory Group | History | Added to | 3,752 | 281 | 0.01% | 0.01% | 206 | +765 | 25.61% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,755 | 281 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,722 | 279 | 0.0% | 0.0% | 207 | +92 | 2.53% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,703 | 278 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,715 | 278 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Core Wealth Partners LLC | History | No change | 3,683 | 276 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | No change | 3,651 | 274 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elk River Wealth Management LLC | History | No change | 3,500 | 262 | 0.04% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 3,500 | 262 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 3,454 | 259 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,436 | 258 | 0.0% | 0.0% | 215 | +52 | 1.54% | Q1 2026 | May 08, 2026 |
| Kestra Investment Management, LLC | History | New | 3,433 | 257 | 0.0% | — | 216 | +3,433 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,187 | 256 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Everest Financial Group LLC | History | New | 3,398 | 255 | 0.04% | — | 218 | +3,398 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,389 | 254 | 0.0% | 0.0% | 219 | -7,368 | -68.49% | Q1 2026 | May 08, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 3,335 | 250 | 0.17% | 0.19% | 221 | -27 | -0.8% | Q1 2026 | Apr 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 3,340 | 250 | 0.17% | 0.18% | 220 | +20 | 0.6% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,310 | 248 | 0.03% | 0.03% | 222 | -369 | -10.03% | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,236 | 242 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,200 | 240 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 3,180 | 238 | 0.02% | — | 225 | +3,180 | New | Q1 2026 | Apr 21, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 3,145 | 236 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| River Street Advisors LLC | History | No change | 3,130 | 235 | 0.08% | 0.09% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 3,080 | 231 | 0.03% | 0.03% | 228 | -75 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Urban Wealth Management, LLC | History | Added to | 3,032 | 227 | 0.23% | 0.19% | 229 | +457 | 17.75% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,016 | 226 | 0.0% | 0.0% | 230 | -84 | -2.71% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 2,809 | 225 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 3,000 | 225 | 0.1% | 0.09% | 232 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,771 | 222 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,941 | 220 | 0.0% | — | 234 | +2,941 | New | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 2,923 | 219 | 0.02% | 0.02% | 235 | +330 | 12.73% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,889 | 216 | 0.01% | 0.01% | 236 | -4 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | No change | 2,850 | 214 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,836 | 212 | 0.01% | — | 239 | +2,836 | New | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 2,835 | 212 | 0.06% | 0.08% | 238 | -700 | -19.8% | Q1 2026 | Apr 09, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 2,805 | 210 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,796 | 209 | 0.07% | 0.08% | 241 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 2,697 | 202 | 0.01% | 0.01% | 242 | +117 | 4.53% | Q1 2026 | May 04, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,695 | 202 | 0.06% | 0.07% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,677 | 201 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,670 | 200 | 0.01% | — | 245 | +2,670 | New | Q1 2026 | May 14, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 2,550 | 191 | 0.05% | 0.08% | 246 | -1,550 | -37.8% | Q1 2026 | May 04, 2026 |
| Arkos Global Advisors | History | Reduced | 2,544 | 191 | 0.02% | 0.03% | 247 | -62 | -2.38% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,460 | 184 | 0.04% | 0.04% | 248 | +300 | 13.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,471 | 178 | 0.0% | 0.0% | 249 | -1,563 | -38.75% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,385 | 178 | 0.0% | 0.0% | 250 | -10 | -0.42% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 2,275 | 170 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 2,166 | 162 | 0.02% | 0.04% | 252 | -1,013 | -31.87% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Reduced | 2,127 | 159 | 0.07% | 0.17% | 253 | -2,573 | -54.74% | Q1 2026 | May 14, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,898 | 142 | 0.04% | 0.04% | 254 | +2 | 0.11% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | No change | 1,867 | 140 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 1,735 | 130 | 0.0% | 0.03% | 256 | -7,201 | -80.58% | Q1 2026 | May 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,633 | 122 | 0.02% | 0.02% | 257 | +65 | 4.15% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,591 | 119 | 0.0% | 0.0% | 258 | +1 | 0.06% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,549 | 116 | 0.0% | 0.0% | 259 | +642 | 70.78% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,442 | 108 | 0.0% | 0.0% | 260 | +1,396 | 3034.78% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,256 | 94 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | No change | 1,252 | 94 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,080 | 88 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,095 | 82 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,073 | 80 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,063 | 79 | 0.0% | 0.0% | 266 | -1,398 | -56.81% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 1,043 | 78 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,024 | 76 | 0.0% | — | 268 | +1,024 | New | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,007 | 75 | 0.0% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 950 | 71 | 0.0% | — | 270 | +950 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 921 | 69 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 916 | 68 | 0.05% | 0.05% | 272 | +50 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | No change | 900 | 67 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PFS Partners, LLC | History | No change | 900 | 67 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 886 | 66 | 0.04% | — | 275 | +886 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 863 | 64 | 0.0% | 0.0% | 276 | -277 | -24.3% | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | No change | 856 | 64 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 839 | 63 | 0.0% | 0.0% | 278 | -105 | -11.12% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 727 | 59 | 0.0% | 0.0% | 279 | -416 | -36.4% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 792 | 59 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kentucky Trust Co | History | No change | 748 | 56 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 713 | 53 | 0.0% | 0.0% | 282 | +101 | 16.5% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 696 | 52 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 700 | 52 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 669 | 50 | 0.0% | 0.0% | 285 | -52 | -7.21% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 640 | 48 | 0.0% | 0.0% | 286 | -248 | -27.93% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 638 | 47 | 0.0% | 0.0% | 287 | +136 | 27.09% | Q1 2026 | Apr 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 600 | 45 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 45 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | Added to | 575 | 43 | 0.0% | 0.0% | 290 | +390 | 210.81% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 580 | 43 | 0.03% | 0.02% | 291 | +198 | 51.83% | Q1 2026 | Apr 27, 2026 |
| Y.D. More Investments Ltd | History | Added to | 588 | 42 | 0.0% | 0.0% | 293 | +438 | 292.0% | Q1 2026 | May 04, 2026 |
| MOTCO | History | No change | 563 | 42 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 500 | 38 | 0.0% | 0.0% | 295 | -350 | -41.18% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 510 | 38 | 0.0% | 0.0% | 296 | -140 | -21.54% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 500 | 38 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 426 | 32 | 0.02% | 0.03% | 299 | -366 | -46.21% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 430 | 32 | 0.0% | 0.0% | 297 | -184 | -29.97% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 400 | 32 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 418 | 31 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 425 | 31 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PlanVest Financial, Inc | History | New | 406 | 30 | 0.02% | — | 306 | +406 | New | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 400 | 30 | 0.0% | — | 305 | +400 | New | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 412 | 30 | 0.0% | 0.0% | 302 | +250 | 154.32% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 402 | 30 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 400 | 30 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 377 | 28 | 0.0% | — | 307 | +377 | New | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 340 | 25 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 330 | 24 | 0.0% | 0.0% | 310 | -50 | -13.16% | Q1 2026 | Apr 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 308 | 24 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 325 | 24 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 301 | 24 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 300 | 23 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 317 | 23 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Portus Wealth Advisors, LLC | History | New | 302 | 22 | 0.02% | — | 319 | +302 | New | Q1 2026 | Apr 22, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 22 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 300 | 22 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | No change | 300 | 22 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BankPlus Trust Department | History | No change | 303 | 22 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 275 | 20 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 276 | 20 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 260 | 19 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 260 | 18 | 0.0% | — | 324 | +260 | New | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 250 | 18 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 236 | 17 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 221 | 16 | 0.0% | 0.0% | 327 | +149 | 206.94% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 219 | 16 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 203 | 15 | 0.0% | 0.0% | 330 | -332 | -62.06% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 15 | 0.01% | — | 335 | +200 | New | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | No change | 195 | 15 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | No change | 200 | 15 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Capital Management | History | No change | 200 | 15 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | No change | 200 | 15 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| IMG Wealth Management, Inc. | History | No change | 203 | 15 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 193 | 14 | 0.01% | 0.01% | 336 | -12 | -5.85% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | No change | 168 | 13 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 186 | 13 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 161 | 12 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 160 | 12 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | New | 150 | 11 | 0.0% | — | 343 | +150 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 150 | 11 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Osbon Capital Management LLC | History | Added to | 144 | 10 | 0.01% | 0.01% | 344 | +1 | 0.7% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 127 | 9 | 0.0% | 0.0% | 346 | -388 | -75.34% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 125 | 9 | 0.0% | 0.0% | 347 | +75 | 150.0% | Q1 2026 | May 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 121 | 9 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bernard Wealth Management Corp. | History | No change | 128 | 9 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | New | 109 | 8 | 0.0% | — | 349 | +109 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 100 | 7 | 0.0% | — | 354 | +100 | New | Q1 2026 | May 08, 2026 |
| Accordant Advisory Group Inc | History | New | 100 | 7 | 0.0% | — | 355 | +100 | New | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 100 | 7 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 83 | 6 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 88 | 6 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | New | 66 | 4 | 0.0% | — | 361 | +66 | New | Q1 2026 | May 04, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 50 | 4 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 31 | 2 | 0.0% | — | 364 | +31 | New | Q1 2026 | Apr 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 29 | 2 | 0.0% | 0.0% | 363 | -3 | -9.38% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.05% | — | -335,927 | -100.0% | Q1 2026 | May 01, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | Closed out | 0 | 0 | — | 3.7% | — | -67,000 | -100.0% | Q1 2026 | May 05, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -21,793 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,136 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,204 | -100.0% | Q1 2026 | May 12, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -9,762 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,204 | -100.0% | Q1 2026 | May 13, 2026 |
| BFI Infinity Ltd. | History | Closed out | 0 | 0 | — | 0.37% | — | -7,468 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,244 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,027 | -100.0% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,553 | -100.0% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,220 | -100.0% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,150 | -100.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,970 | -100.0% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,806 | -100.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,742 | -100.0% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,731 | -100.0% | Q1 2026 | May 12, 2026 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,650 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,568 | -100.0% | Q1 2026 | May 11, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,540 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,539 | -100.0% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Closed out | 0 | 0 | — | 0.05% | — | -2,525 | -100.0% | Q1 2026 | May 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,517 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,301 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q1 2026 | May 12, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |