abrdn Gold ETF Trust - SGOL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Metis Global Partners, LLC | History | Added to | 6,590,713 | 294,077 | 7.22% | 5.97% | 1 | +440,219 | 7.16% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,353,639 | 273,206 | 0.02% | 0.01% | 2 | +1,986,121 | 45.47% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,414,960 | 152,375 | 0.01% | 0.01% | 3 | -404,342 | -10.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,087,356 | 137,757 | 0.03% | 0.02% | 4 | +60,529 | 2.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,272,206 | 101,385 | 0.03% | 0.02% | 5 | +212,547 | 10.32% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 2,258,207 | 100,761 | 0.01% | 0.01% | 6 | -61,523 | -2.65% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,679,792 | 74,952 | 0.01% | 0.01% | 7 | -56,882 | -3.28% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,534,681 | 68,477 | 0.07% | 0.08% | 8 | -299,089 | -16.31% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,024,396 | 45,698 | 3.34% | 3.03% | 9 | +27,071 | 2.71% | Q1 2026 | May 05, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 997,108 | 44,490 | 7.51% | 7.02% | 10 | -8,128 | -0.81% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 953,728 | 42,555 | 0.32% | 0.01% | 11 | +926,753 | 3435.6% | Q1 2026 | May 15, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,013,425 | 41,631 | 12.54% | 12.54% | 12 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 754,550 | 33,668 | 0.01% | 0.07% | 13 | +133,000 | 21.4% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 708,698 | 31,622 | 0.01% | 0.01% | 14 | -298,622 | -29.65% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 692,666 | 30,906 | 0.12% | 0.09% | 15 | +152,348 | 28.2% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 663,505 | 29,606 | 0.01% | 0.0% | 16 | +35,261 | 5.61% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | Added to | 659,552 | 29,429 | 7.81% | 0.65% | 17 | +574,131 | 672.12% | Q1 2026 | May 04, 2026 |
| Jain Global LLC | History | No change | 644,220 | 28,745 | 0.12% | 0.13% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 620,280 | 27,676 | 0.33% | 0.0% | 19 | +612,920 | 8327.72% | Q1 2026 | May 15, 2026 |
| GUARDIAN POINT CAPITAL, LP | History | Reduced | 600,000 | 26,772 | 11.03% | 16.52% | 20 | -700,000 | -53.85% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 582,230 | 25,979 | 0.04% | 0.03% | 21 | +150,884 | 34.98% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 574,688 | 25,639 | 0.28% | 0.26% | 22 | -41,887 | -6.79% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 556,675 | 24,838 | 0.03% | 0.03% | 23 | -23,661 | -4.08% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 541,739 | 24,172 | 0.14% | 0.13% | 24 | -7,881 | -1.43% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 525,172 | 23,433 | 0.01% | 0.01% | 25 | -66,493 | -11.24% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Added to | 506,872 | 22,616 | 3.79% | 2.81% | 26 | +135,567 | 36.51% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | Added to | 499,442 | 22,285 | 2.11% | 1.98% | 27 | +2,093 | 0.42% | Q1 2026 | Apr 28, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 497,813 | 22,212 | 4.65% | 5.06% | 28 | -86,989 | -14.87% | Q1 2026 | Apr 21, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 471,014 | 21,016 | 6.7% | 7.36% | 29 | -117,204 | -19.93% | Q1 2026 | Apr 23, 2026 |
| Allen Capital Group, LLC | History | Reduced | 463,198 | 20,667 | 1.85% | 1.75% | 30 | -1,047 | -0.23% | Q1 2026 | May 27, 2026 |
| CWM, LLC | History | Added to | 445,703 | 19,887 | 0.05% | 0.05% | 31 | +36,994 | 9.05% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 441,185 | 19,685 | 0.0% | 0.0% | 32 | +238,289 | 117.44% | Q1 2026 | May 15, 2026 |
| WT Wealth Management | History | Reduced | 426,633 | 19,036 | 5.66% | 5.34% | 33 | -25,811 | -5.7% | Q1 2026 | Apr 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 408,264 | 18,216 | 3.32% | 3.21% | 34 | -20,729 | -4.83% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 398,850 | 17,796 | 0.2% | 0.19% | 35 | -14,530 | -3.51% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 390,730 | 17,434 | 1.43% | 1.51% | 36 | -39,059 | -9.09% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 371,511 | 16,576 | 0.05% | 0.05% | 37 | -88,573 | -19.25% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 361,645 | 16,136 | 0.12% | 0.12% | 38 | -14,359 | -3.82% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 358,416 | 15,992 | 0.57% | 0.51% | 39 | +272 | 0.08% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 348,804 | 15,563 | 0.42% | 0.61% | 40 | -111,307 | -24.19% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Reduced | 337,644 | 15,065 | 0.29% | 0.28% | 41 | -8,739 | -2.52% | Q1 2026 | May 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 330,772 | 14,759 | 3.11% | 3.25% | 42 | -49,044 | -12.91% | Q1 2026 | Apr 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 328,297 | 14,648 | 7.94% | 7.5% | 43 | -12,048 | -3.54% | Q1 2026 | Apr 20, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 324,918 | 14,497 | 9.36% | 11.32% | 44 | -37,803 | -10.42% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 316,420 | 14,118 | 1.6% | 1.41% | 45 | +14,413 | 4.77% | Q1 2026 | May 01, 2026 |
| E Fund Management Co., Ltd. | History | New | 306,890 | 13,693 | 0.41% | — | 46 | +306,890 | New | Q1 2026 | Apr 13, 2026 |
| Norris Financial Group, LLC | History | Reduced | 306,385 | 13,670 | 4.46% | 4.28% | 47 | -59 | -0.02% | Q1 2026 | May 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 304,581 | 13,590 | 0.01% | 0.01% | 48 | +10,834 | 3.69% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 302,660 | 13,504 | 0.05% | 0.03% | 49 | +71,527 | 30.95% | Q1 2026 | Jun 02, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 300,863 | 13,424 | 11.11% | 9.54% | 50 | +18,495 | 6.55% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 300,479 | 13,407 | 1.09% | 1.02% | 51 | +29,818 | 11.02% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 299,180 | 13,346 | 0.57% | 0.38% | 52 | +51,276 | 20.68% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 296,024 | 13,209 | 0.03% | 0.04% | 53 | -30,328 | -9.29% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 282,649 | 12,611 | 0.02% | 0.03% | 54 | -213,733 | -43.06% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 281,946 | 12,580 | 0.02% | 0.02% | 55 | -14,711 | -4.96% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 276,500 | 12,337 | 0.93% | 0.64% | 56 | +73,000 | 35.87% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 275,875 | 12,309 | 0.0% | 0.0% | 57 | -18,761 | -6.37% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 266,931 | 11,910 | 0.01% | 0.01% | 58 | -1,625 | -0.61% | Q1 2026 | May 14, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 262,701 | 11,721 | 2.84% | 2.21% | 59 | +30,980 | 13.37% | Q1 2026 | Apr 28, 2026 |
| Capital Management Associates, Inc | History | Reduced | 262,533 | 11,714 | 2.65% | 2.58% | 60 | -21,720 | -7.64% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital, LLC | History | Reduced | 260,344 | 11,616 | 3.3% | 3.67% | 61 | -58,782 | -18.42% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 258,871 | 11,550 | 0.0% | 0.0% | 62 | +624 | 0.24% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 251,057 | 11,468 | 0.69% | 0.69% | 63 | -6,580 | -2.55% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 251,613 | 11,280 | 0.0% | 0.0% | 64 | -103,469 | -29.14% | Q1 2026 | May 15, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 247,066 | 11,024 | 0.6% | 0.59% | 65 | -30,936 | -11.13% | Q1 2026 | May 21, 2026 |
| Avestar Capital, LLC | History | Added to | 237,175 | 10,582 | 0.68% | 0.61% | 66 | +9,318 | 4.09% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 227,993 | 10,173 | 0.0% | 0.0% | 67 | -242,743 | -51.57% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 226,095 | 10,088 | 0.01% | 0.01% | 68 | -51,301 | -18.49% | Q1 2026 | May 13, 2026 |
| Empirical Asset Management, LLC | History | Added to | 211,594 | 9,441 | 2.49% | 2.39% | 69 | +5,623 | 2.73% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 200,999 | 8,968 | 0.02% | 0.01% | 70 | +23,768 | 13.41% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 202,747 | 8,718 | 0.0% | 0.0% | 71 | +22,377 | 12.41% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 186,158 | 8,301 | 0.13% | 0.11% | 72 | +53,121 | 39.93% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 181,793 | 8,111 | 2.0% | 1.95% | 73 | -20,537 | -10.15% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 170,278 | 7,597 | 0.0% | 0.0% | 74 | +154,510 | 979.9% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 165,502 | 7,384 | 0.01% | 0.03% | 75 | -226,506 | -57.78% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 154,476 | 6,892 | 0.08% | 0.08% | 76 | +9,724 | 6.72% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 153,285 | 6,839 | 0.01% | 0.01% | 77 | +3,898 | 2.61% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 151,084 | 6,741 | 0.52% | 0.5% | 78 | -1,722 | -1.13% | Q1 2026 | May 07, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 148,573 | 6,629 | 0.24% | — | 79 | +148,573 | New | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 147,800 | 6,594 | 0.01% | 0.0% | 80 | +98,300 | 198.59% | Q1 2026 | May 14, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 152,095 | 6,543 | 1.29% | 1.56% | 81 | -19,172 | -11.19% | Q1 2026 | May 05, 2026 |
| Avos Capital Management, LLC | History | Reduced | 146,362 | 6,530 | 2.58% | 3.38% | 82 | -42,168 | -22.37% | Q1 2026 | May 15, 2026 |
| Ervin Investment Management, LLC | History | Reduced | 144,420 | 6,444 | 3.77% | 3.38% | 83 | -2,460 | -1.67% | Q1 2026 | Apr 08, 2026 |
| Stillwater Private Wealth, LLC | History | New | 141,751 | 6,324 | 5.35% | — | 84 | +141,751 | New | Q1 2026 | Jun 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 139,999 | 6,246 | 0.0% | 0.0% | 85 | +11,427 | 8.89% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 136,805 | 6,104 | 0.01% | 0.01% | 86 | -10,983 | -7.43% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 132,289 | 5,902 | 0.83% | — | 87 | +132,289 | New | Q1 2026 | May 08, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 130,834 | 5,837 | 4.32% | 3.62% | 88 | -2,973 | -2.22% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Added to | 130,716 | 5,832 | 0.01% | 0.01% | 89 | +1,968 | 1.53% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Reduced | 127,449 | 5,686 | 7.56% | 6.74% | 90 | -5,648 | -4.24% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Added to | 125,915 | 5,623 | 0.54% | 0.38% | 91 | +47,502 | 60.58% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 123,129 | 5,494 | 2.3% | 1.51% | 92 | +23,936 | 24.13% | Q1 2026 | May 15, 2026 |
| Clear Retirement Advice LLC | History | Added to | 121,677 | 5,429 | 4.26% | 4.38% | 93 | +2,025 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 120,423 | 5,373 | 0.29% | 0.35% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | No change | 115,136 | 5,137 | 0.26% | 0.24% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Narwhal Capital Management | History | Reduced | 113,248 | 5,053 | 0.37% | 0.35% | 96 | -2,778 | -2.39% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 107,937 | 4,816 | 0.04% | 0.03% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 105,081 | 4,688 | 0.35% | 0.29% | 98 | -9,908 | -8.62% | Q1 2026 | May 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 104,147 | 4,647 | 0.08% | 0.08% | 99 | -330 | -0.32% | Q1 2026 | May 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 102,278 | 4,563 | 0.13% | 0.11% | 100 | +6,157 | 6.41% | Q1 2026 | May 12, 2026 |
| Worth Asset Management, LLC | History | Reduced | 102,160 | 4,558 | 1.7% | 1.91% | 101 | -7,488 | -6.83% | Q1 2026 | Apr 17, 2026 |
| SEEDS INVESTOR LLC | History | New | 95,237 | 4,396 | 0.6% | — | 102 | +95,237 | New | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | New | 95,737 | 4,271 | 3.17% | — | 103 | +95,737 | New | Q1 2026 | May 07, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 103,347 | 4,245 | 2.61% | 2.61% | 104 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | No change | 94,241 | 4,205 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 93,555 | 4,174 | 0.94% | 0.85% | 106 | -1,251 | -1.32% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 92,517 | 4,128 | 0.02% | 0.02% | 107 | -16,545 | -15.17% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 91,103 | 4,065 | 0.05% | 0.04% | 108 | -486 | -0.53% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 90,491 | 4,027 | 0.01% | 0.01% | 109 | -32,786 | -26.6% | Q1 2026 | Apr 08, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 85,750 | 3,826 | 4.11% | — | 110 | +85,750 | New | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 85,404 | 3,810 | 0.12% | 0.1% | 111 | +360 | 0.42% | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 84,965 | 3,791 | 0.4% | 0.32% | 112 | -120 | -0.14% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 82,580 | 3,684 | 0.05% | 0.0% | 113 | +74,178 | 882.86% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 81,727 | 3,646 | 1.04% | 0.97% | 114 | -1,077 | -1.3% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 81,159 | 3,621 | 0.0% | 0.0% | 115 | +2,208 | 2.8% | Q1 2026 | May 12, 2026 |
| Aspect Partners, LLC | History | Reduced | 78,781 | 3,515 | 1.44% | 1.42% | 116 | -384 | -0.49% | Q1 2026 | Apr 02, 2026 |
| MATAURO, LLC | History | Reduced | 74,611 | 3,329 | 0.48% | 0.5% | 117 | -5,755 | -7.16% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | New | 71,201 | 3,176 | 0.01% | — | 118 | +71,201 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 70,980 | 3,167 | 0.42% | 0.44% | 119 | -4,452 | -5.9% | Q1 2026 | Apr 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 70,675 | 3,153 | 0.81% | 0.78% | 120 | -400 | -0.56% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 68,430 | 3,053 | 0.11% | 0.1% | 121 | +1,624 | 2.43% | Q1 2026 | Apr 20, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 67,275 | 3,001 | 1.92% | 1.93% | 122 | -5,125 | -7.08% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,185 | 2,774 | 0.01% | 0.01% | 123 | +31,456 | 102.37% | Q1 2026 | Apr 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 62,017 | 2,767 | 0.44% | 0.44% | 124 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 58,712 | 2,619 | 0.38% | 0.35% | 125 | -233 | -0.4% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 58,604 | 2,614 | 0.06% | 0.05% | 126 | -2,655 | -4.33% | Q1 2026 | May 01, 2026 |
| Mirabaud & Cie SA | History | No change | 57,964 | 2,586 | 1.05% | 0.77% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 57,326 | 2,557 | 0.02% | 0.04% | 128 | -36,624 | -38.98% | Q1 2026 | May 08, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 56,392 | 2,516 | 1.73% | 2.32% | 129 | -25,320 | -30.99% | Q1 2026 | May 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 100,068 | 2,514 | 0.23% | 0.23% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 55,835 | 2,491 | 0.69% | 0.58% | 131 | +306 | 0.55% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 55,444 | 2,473 | 0.28% | 0.26% | 132 | -1,842 | -3.22% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 55,098 | 2,458 | 0.06% | 0.05% | 133 | +1,096 | 2.03% | Q1 2026 | May 15, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 54,350 | 2,425 | 0.26% | 0.24% | 134 | -250 | -0.46% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 54,254 | 2,420 | 0.59% | 0.58% | 135 | -3,498 | -6.06% | Q1 2026 | Apr 08, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | New | 53,840 | 2,402 | 2.72% | — | 136 | +53,840 | New | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,157 | 2,371 | 0.09% | 0.07% | 137 | +6,099 | 12.96% | Q1 2026 | Apr 28, 2026 |
| Plan Group Financial, LLC | History | Reduced | 51,600 | 2,302 | 0.54% | 0.56% | 138 | -1,000 | -1.9% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 50,899 | 2,271 | 0.27% | 0.32% | 139 | -11,081 | -17.88% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 50,405 | 2,249 | 0.08% | 0.01% | 140 | +41,972 | 497.71% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 50,335 | 2,245 | 0.01% | 0.01% | 141 | +8,060 | 19.07% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 49,315 | 2,200 | 0.05% | 0.04% | 142 | +1,174 | 2.44% | Q1 2026 | Apr 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 48,150 | 2,148 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 47,659 | 2,126 | 0.11% | 0.12% | 144 | -5,351 | -10.09% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | No change | 47,097 | 2,101 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 46,874 | 2,091 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 46,540 | 2,076 | 0.03% | 0.0% | 147 | +39,440 | 555.49% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 45,562 | 2,032 | 0.0% | 0.0% | 148 | -1,467 | -3.12% | Q1 2026 | May 15, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 45,099 | 2,012 | 0.99% | 0.69% | 149 | +11,924 | 35.94% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,890 | 2,002 | 0.03% | 0.03% | 150 | -444 | -0.98% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 44,616 | 1,990 | 0.0% | 0.0% | 151 | +9,857 | 28.36% | Q1 2026 | May 05, 2026 |
| Anson Capital, Inc. | History | Reduced | 43,759 | 1,952 | 1.34% | 1.45% | 152 | -4,761 | -9.81% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 42,705 | 1,905 | 0.17% | 0.1% | 153 | -164 | -0.38% | Q1 2026 | May 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 41,747 | 1,874 | 1.49% | 1.32% | 154 | +3,354 | 8.74% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 41,479 | 1,850 | 0.02% | 0.02% | 155 | -481 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Elite Financial, Inc. | History | Added to | 41,001 | 1,829 | 0.82% | 0.76% | 156 | +150 | 0.37% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 39,660 | 1,769 | 0.02% | 0.02% | 157 | -862 | -2.13% | Q1 2026 | Apr 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 39,463 | 1,760 | 1.09% | 1.23% | 158 | -8,684 | -18.04% | Q1 2026 | Apr 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 38,899 | 1,735 | 0.01% | 0.01% | 159 | -40 | -0.1% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Added to | 38,000 | 1,695 | 0.25% | 0.16% | 160 | +10,000 | 35.71% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,579 | 1,666 | 0.01% | 0.03% | 161 | -81,996 | -66.89% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 36,882 | 1,645 | 0.0% | — | 162 | +36,882 | New | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 36,608 | 1,633 | 0.16% | 0.1% | 163 | +11,943 | 48.42% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 36,236 | 1,616 | 0.0% | — | 164 | +36,236 | New | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 35,900 | 1,601 | 0.02% | 0.02% | 165 | +6,700 | 22.95% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 34,550 | 1,541 | 0.84% | 0.75% | 166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 33,798 | 1,508 | 1.59% | 1.29% | 167 | +5,828 | 20.84% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36,479 | 1,498 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 35,982 | 1,478 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WorthPointe, LLC | History | Reduced | 32,699 | 1,459 | 0.4% | 0.54% | 170 | -16,894 | -34.07% | Q1 2026 | May 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 31,963 | 1,426 | 0.45% | 0.4% | 171 | -159 | -0.49% | Q1 2026 | May 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,829 | 1,420 | 0.0% | 0.0% | 172 | +1,799 | 5.99% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 31,764 | 1,417 | 0.02% | 0.02% | 173 | -1,692 | -5.06% | Q1 2026 | Apr 27, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 31,732 | 1,415 | 0.64% | 0.42% | 174 | +11,130 | 54.02% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 31,535 | 1,407 | 0.1% | 0.12% | 175 | -11,483 | -26.69% | Q1 2026 | Apr 20, 2026 |
| Cooper Financial Group | History | New | 31,526 | 1,406 | 0.14% | — | 176 | +31,526 | New | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | No change | 31,310 | 1,397 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 30,865 | 1,377 | 0.19% | 0.2% | 178 | -3,725 | -10.77% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Added to | 30,517 | 1,361 | 0.01% | 0.01% | 179 | +12,945 | 73.67% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 30,300 | 1,343 | 0.02% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 29,340 | 1,309 | 0.05% | 0.05% | 181 | -3,100 | -9.56% | Q1 2026 | May 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 29,247 | 1,305 | 0.84% | 1.35% | 182 | -20,416 | -41.11% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 29,214 | 1,303 | 0.22% | 0.19% | 183 | +1,067 | 3.79% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,010 | 1,294 | 0.04% | 0.06% | 184 | -11,168 | -27.8% | Q1 2026 | Apr 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 28,189 | 1,257 | 0.05% | 0.04% | 185 | +1,888 | 7.18% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,089 | 1,253 | 0.01% | 0.0% | 186 | +11,461 | 68.93% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 27,763 | 1,238 | 0.01% | 0.0% | 187 | +13,239 | 91.15% | Q1 2026 | May 14, 2026 |
| Blue Capital, Inc. | History | Reduced | 27,631 | 1,232 | 0.8% | 0.81% | 188 | -14 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 27,534 | 1,228 | 0.27% | 0.36% | 189 | -11,850 | -30.09% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Reduced | 26,979 | 1,203 | 0.0% | 0.0% | 190 | -341 | -1.25% | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | No change | 26,658 | 1,189 | 0.97% | 1.02% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 26,300 | 1,173 | 0.01% | 0.01% | 192 | -1,085 | -3.96% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 26,281 | 1,172 | 0.0% | 0.0% | 193 | +480 | 1.86% | Q1 2026 | May 13, 2026 |
| Fielder Capital Group LLC | History | Reduced | 26,033 | 1,161 | 0.25% | 0.26% | 194 | -4,065 | -13.51% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25,812 | 1,151 | 0.04% | 0.04% | 195 | -379 | -1.45% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 25,741 | 1,148 | 0.41% | 0.54% | 196 | -332 | -1.27% | Q1 2026 | May 12, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 25,617 | 1,143 | 0.7% | 0.65% | 197 | -451 | -1.73% | Q1 2026 | Apr 22, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 25,218 | 1,136 | 0.31% | 0.31% | 198 | -202 | -0.79% | Q1 2026 | Apr 30, 2026 |
| EPG Wealth Management LLC | History | No change | 25,208 | 1,124 | 0.3% | 0.28% | 199 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 25,073 | 1,118 | 0.05% | 0.05% | 200 | -700 | -2.72% | Q1 2026 | Apr 27, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 25,054 | 1,117 | 1.43% | 1.57% | 201 | -4,722 | -15.86% | Q1 2026 | Apr 21, 2026 |
| Leelyn Smith, LLC | History | Added to | 25,013 | 1,116 | 0.16% | 0.1% | 202 | +7,884 | 46.03% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 24,994 | 1,115 | 0.12% | 0.0% | 203 | +24,901 | 26775.27% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,514 | 1,112 | 0.01% | 0.0% | 204 | +16,092 | 191.07% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Reduced | 24,739 | 1,104 | 0.0% | 0.0% | 205 | -4,733 | -16.06% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | No change | 24,740 | 1,103 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,659 | 1,100 | 0.04% | 0.05% | 207 | +242 | 0.99% | Q1 2026 | May 19, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,476 | 1,092 | 0.0% | 0.0% | 208 | +1,704 | 7.48% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 24,464 | 1,091 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| XML Financial, LLC | History | Added to | 24,400 | 1,088 | 0.09% | 0.07% | 210 | +2,500 | 11.42% | Q1 2026 | Apr 16, 2026 |
| Headlands Technologies LLC | History | Reduced | 24,011 | 1,071 | 0.12% | 0.18% | 211 | -27,560 | -53.44% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 24,020 | 1,071 | 0.59% | 0.54% | 212 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 23,081 | 1,029 | 0.0% | 0.0% | 213 | -5,442 | -19.08% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 22,718 | 1,013 | 0.0% | — | 214 | +22,718 | New | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 22,138 | 987 | 0.01% | 0.02% | 215 | -24,149 | -52.17% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,855 | 975 | 0.01% | 0.01% | 216 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 21,844 | 974 | 0.07% | 0.07% | 217 | -403 | -1.81% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 21,204 | 946 | 0.12% | 0.31% | 218 | -37,039 | -63.59% | Q1 2026 | May 04, 2026 |
| SENTINEL TRUST CO LBA | History | New | 21,024 | 938 | 0.09% | — | 219 | +21,024 | New | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,907 | 932 | 0.03% | 0.02% | 220 | -33 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 20,873 | 931 | 0.26% | 0.23% | 221 | -1,042 | -4.75% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 20,116 | 897 | 0.01% | — | 222 | +20,116 | New | Q1 2026 | May 12, 2026 |
| Seven Post Investment Office LP | History | Added to | 20,093 | 896 | 0.29% | 0.23% | 223 | +4,606 | 29.74% | Q1 2026 | May 13, 2026 |
| LFG Wealth Partners, LLC | History | No change | 21,665 | 890 | 0.57% | 0.57% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 19,619 | 875 | 0.0% | 0.0% | 225 | -19,007 | -49.21% | Q1 2026 | May 13, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 19,604 | 874 | 0.28% | 0.19% | 227 | +4,666 | 31.24% | Q1 2026 | Apr 20, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 19,608 | 874 | 0.34% | 0.34% | 226 | -892 | -4.35% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 19,122 | 853 | 0.02% | 0.03% | 228 | -8,437 | -30.61% | Q1 2026 | May 04, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 18,592 | 829 | 0.45% | 0.39% | 229 | +1,475 | 8.62% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | Added to | 18,513 | 826 | 0.13% | 0.12% | 230 | +390 | 2.15% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 18,402 | 821 | 0.24% | 0.22% | 231 | +495 | 2.76% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,804 | 794 | 0.02% | 0.02% | 232 | +75 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Nikulski Financial, Inc. | History | New | 17,637 | 786 | 0.19% | — | 233 | +17,637 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 17,589 | 784 | 0.0% | 0.0% | 234 | +499 | 2.92% | Q1 2026 | May 13, 2026 |
| Penbrook Management LLC | History | No change | 17,155 | 765 | 0.58% | 0.49% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 17,002 | 758 | 0.36% | 0.18% | 236 | +7,333 | 75.84% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,468 | 734 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,175 | 721 | 0.05% | 0.04% | 238 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 16,079 | 717 | 0.0% | 0.0% | 239 | +4,487 | 38.71% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 15,987 | 713 | 0.44% | 0.36% | 240 | +1,987 | 14.19% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,164 | 705 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 15,636 | 697 | 0.07% | 0.07% | 242 | -950 | -5.73% | Q1 2026 | May 07, 2026 |
| GM Advisory Group, LLC | History | Added to | 15,489 | 691 | 0.03% | 0.02% | 243 | +3,585 | 30.12% | Q1 2026 | Apr 28, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 15,302 | 682 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | New | 15,061 | 672 | 0.01% | — | 245 | +15,061 | New | Q1 2026 | May 14, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 15,041 | 671 | 0.59% | 0.5% | 246 | -1,710 | -10.21% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | No change | 15,000 | 669 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 14,815 | 661 | 0.48% | 0.42% | 248 | +720 | 5.11% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | New | 14,810 | 660 | 0.01% | — | 250 | +14,810 | New | Q1 2026 | May 15, 2026 |
| Madson Wealth Advisors Inc | History | New | 14,800 | 660 | 0.55% | — | 251 | +14,800 | New | Q1 2026 | Apr 21, 2026 |
| Swan Global Investments, LLC | History | Reduced | 14,800 | 660 | 0.02% | 0.02% | 249 | -3,112 | -17.37% | Q1 2026 | May 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,412 | 643 | 0.03% | 0.03% | 252 | -3,048 | -17.46% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 14,000 | 624 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 13,796 | 615 | 0.21% | 0.18% | 255 | +771 | 5.92% | Q1 2026 | Apr 09, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 13,800 | 615 | 0.06% | 0.05% | 254 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,777 | 614 | 0.0% | 0.0% | 256 | +3,616 | 35.59% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 13,783 | 614 | 0.03% | 0.04% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,644 | 608 | 0.0% | 0.0% | 258 | -8,092 | -37.23% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,503 | 602 | 0.0% | 0.0% | 259 | -350 | -2.53% | Q1 2026 | May 08, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 13,450 | 600 | 0.2% | 0.08% | 260 | +6,000 | 80.54% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,316 | 594 | 0.02% | 0.01% | 261 | -1,144 | -7.91% | Q1 2026 | Apr 29, 2026 |
| Financial Designs Corp | History | Added to | 13,195 | 588 | 0.33% | 0.3% | 262 | +198 | 1.52% | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,045 | 582 | 0.1% | 0.1% | 263 | -640 | -4.68% | Q1 2026 | Apr 17, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 13,197 | 580 | 0.12% | 0.13% | 264 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 13,018 | 580 | 0.06% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | New | 12,950 | 577 | 0.07% | — | 266 | +12,950 | New | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | No change | 12,924 | 576 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,910 | 576 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sierra Legacy Group | History | No change | 12,875 | 574 | 0.44% | 0.39% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,755 | 569 | 0.01% | 0.01% | 270 | -1,934 | -13.17% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,629 | 563 | 0.03% | 0.03% | 271 | -2,155 | -14.58% | Q1 2026 | Apr 17, 2026 |
| Finhabits Advisors LLC | History | Reduced | 12,616 | 562 | 0.52% | 0.49% | 272 | -215 | -1.68% | Q1 2026 | May 06, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 12,503 | 557 | 0.13% | 0.12% | 273 | +120 | 0.97% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,394 | 553 | 0.0% | 0.0% | 274 | -6,229 | -33.45% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 12,370 | 551 | 0.06% | 0.05% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,200 | 544 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Family Capital Trust Co | History | No change | 12,100 | 539 | 0.2% | 0.16% | 277 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 12,008 | 535 | 0.35% | 0.29% | 278 | +608 | 5.33% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,933 | 532 | 0.01% | 0.01% | 279 | -1,626 | -11.99% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 11,907 | 531 | 0.31% | 0.38% | 280 | -3,158 | -20.96% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,852 | 528 | 0.01% | 0.01% | 281 | +521 | 4.6% | Q1 2026 | Jun 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,843 | 528 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ETF Store, Inc. | History | Reduced | 11,832 | 527 | 0.51% | 0.53% | 283 | -849 | -6.7% | Q1 2026 | Apr 30, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 12,812 | 526 | 0.05% | 0.06% | 284 | -744 | -5.49% | Q1 2026 | Apr 09, 2026 |
| Boreal Capital Management LLC | History | New | 11,582 | 516 | 0.42% | — | 285 | +11,582 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,539 | 515 | 0.01% | 0.03% | 286 | -14,322 | -55.38% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,472 | 511 | 0.01% | 0.01% | 287 | -480 | -4.02% | Q1 2026 | Apr 20, 2026 |
| CWC Advisors, LLC. | History | Reduced | 11,433 | 510 | 0.24% | 0.29% | 288 | -3,114 | -21.41% | Q1 2026 | Apr 16, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 11,358 | 506 | 0.14% | 0.23% | 289 | -11,400 | -50.09% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,351 | 506 | 0.03% | — | 290 | +11,351 | New | Q1 2026 | Apr 17, 2026 |
| City Center Advisors, LLC | History | Reduced | 11,249 | 501 | 0.46% | 0.51% | 291 | -2,196 | -16.33% | Q1 2026 | Apr 07, 2026 |
| Timonier Family Office, LTD. | History | No change | 12,084 | 496 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NWAM LLC | History | Reduced | 11,101 | 495 | 0.03% | 0.04% | 293 | -2,075 | -15.75% | Q1 2026 | May 04, 2026 |
| Envision Financial Transparency, LLC | History | New | 11,074 | 494 | 0.48% | — | 294 | +11,074 | New | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 10,980 | 490 | 0.04% | 0.04% | 295 | -240 | -2.14% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 11,000 | 490 | 0.17% | 0.18% | 296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LB Partners LLC | History | No change | 11,000 | 490 | 0.44% | 0.42% | 297 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,956 | 488 | 0.01% | 0.0% | 298 | +3,034 | 38.3% | Q1 2026 | Apr 20, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 10,892 | 486 | 0.03% | 0.03% | 299 | -850 | -7.24% | Q1 2026 | Apr 20, 2026 |
| West Branch Capital LLC | History | No change | 10,859 | 484 | 0.13% | 0.11% | 300 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | No change | 10,766 | 480 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 10,716 | 478 | 0.19% | 0.2% | 302 | -845 | -7.31% | Q1 2026 | May 05, 2026 |
| Leo H. Evart, Inc. | History | New | 10,677 | 476 | 0.41% | — | 303 | +10,677 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,583 | 472 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,470 | 467 | 0.03% | 0.03% | 305 | -831 | -7.35% | Q1 2026 | Apr 24, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 10,350 | 461 | 0.38% | 0.32% | 306 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Insights, Inc. | History | No change | 10,318 | 460 | 0.15% | 0.14% | 307 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 10,318 | 460 | 0.1% | 0.09% | 308 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Reduced | 10,264 | 457 | 0.0% | 0.0% | 309 | -102 | -0.98% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | No change | 10,059 | 448 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SFMG, LLC | History | No change | 10,000 | 446 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | Added to | 9,863 | 440 | 0.01% | 0.01% | 312 | +200 | 2.07% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,817 | 438 | 0.0% | 0.0% | 313 | -1,813 | -15.59% | Q1 2026 | Apr 29, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 9,780 | 436 | 0.09% | 0.08% | 314 | +20 | 0.2% | Q1 2026 | May 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 9,753 | 435 | 0.41% | 0.3% | 315 | +2,057 | 26.73% | Q1 2026 | May 04, 2026 |
| Apriem Advisors | History | Reduced | 9,729 | 434 | 0.04% | 0.04% | 316 | -500 | -4.89% | Q1 2026 | May 14, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,717 | 433 | 0.2% | 0.2% | 317 | +72 | 0.75% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,519 | 432 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 9,670 | 431 | 0.11% | 0.08% | 320 | +717 | 8.01% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,673 | 431 | 0.03% | 0.03% | 319 | +165 | 1.74% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 9,736 | 427 | 0.0% | 0.0% | 321 | +1,055 | 12.15% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 9,304 | 415 | 0.21% | 0.21% | 322 | -246 | -2.58% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,162 | 408 | 0.01% | 0.02% | 324 | -6,473 | -41.4% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Reduced | 9,147 | 408 | 0.21% | 0.29% | 323 | -4,983 | -35.27% | Q1 2026 | May 01, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,875 | 405 | 0.06% | 0.06% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 9,040 | 403 | 0.01% | 0.01% | 326 | -1,500 | -14.23% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | No change | 9,000 | 401 | 0.14% | 0.12% | 327 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 8,970 | 400 | 0.38% | 0.4% | 328 | -1,079 | -10.74% | Q1 2026 | May 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,618 | 395 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,850 | 394 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,448 | 377 | 0.0% | 0.0% | 331 | +496 | 6.24% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Added to | 8,368 | 373 | 0.01% | 0.01% | 332 | +568 | 7.28% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 8,277 | 369 | 0.11% | 0.11% | 333 | -144 | -1.71% | Q1 2026 | May 01, 2026 |
| BLVD Private Wealth, LLC | History | New | 8,215 | 366 | 0.32% | — | 334 | +8,215 | New | Q1 2026 | Apr 23, 2026 |
| VICUS CAPITAL | History | Reduced | 8,190 | 365 | 0.03% | 0.03% | 335 | -1,240 | -13.15% | Q1 2026 | Apr 22, 2026 |
| Legacy Bridge, LLC | History | Added to | 8,142 | 363 | 0.14% | 0.14% | 336 | +25 | 0.31% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,131 | 362 | 0.02% | 0.03% | 337 | -3,906 | -32.45% | Q1 2026 | May 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,930 | 353 | 0.11% | 0.11% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Paragon Advisors, LLC | History | Added to | 7,876 | 351 | 0.09% | 0.09% | 339 | +31 | 0.4% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,832 | 349 | 0.02% | 0.02% | 341 | +234 | 3.08% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | No change | 7,823 | 349 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,476 | 348 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 7,787 | 347 | 0.15% | 0.1% | 343 | +2,132 | 37.7% | Q1 2026 | Apr 29, 2026 |
| Silver Lake Advisory, LLC | History | No change | 7,717 | 344 | 0.14% | 0.12% | 344 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hudock, Inc. | History | No change | 7,705 | 343 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,678 | 342 | 0.1% | 0.09% | 346 | +221 | 2.96% | Q1 2026 | Apr 20, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 7,596 | 338 | 0.07% | 0.62% | 347 | -53,406 | -87.55% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,565 | 337 | 0.0% | — | 348 | +7,565 | New | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,506 | 334 | 0.02% | 0.02% | 349 | -325 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,453 | 332 | 0.0% | 0.0% | 350 | -3,551 | -32.27% | Q1 2026 | May 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 7,443 | 332 | 0.05% | 0.05% | 351 | -1,000 | -11.84% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | New | 7,404 | 330 | 0.01% | — | 352 | +7,404 | New | Q1 2026 | Apr 21, 2026 |
| Hedges Asset Management LLC | History | No change | 8,000 | 328 | 0.23% | 0.23% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHERMAN PORFOLIOS, LLC | History | No change | 7,349 | 327 | 0.03% | 0.02% | 354 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 7,302 | 325 | 0.07% | 0.07% | 355 | -600 | -7.59% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,888 | 324 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,201 | 321 | 0.0% | 0.0% | 357 | -3,310 | -31.49% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | No change | 7,184 | 320 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | New | 7,113 | 317 | 0.05% | — | 359 | +7,113 | New | Q1 2026 | Apr 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7,695 | 316 | 0.2% | 0.2% | 360 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Greenline Partners, LLC | History | No change | 7,056 | 314 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,899 | 307 | 0.11% | — | 363 | +6,899 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 6,899 | 307 | 0.11% | 0.14% | 362 | -1,902 | -21.61% | Q1 2026 | Apr 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 6,850 | 305 | 0.01% | 0.01% | 364 | -711 | -9.4% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,726 | 300 | 0.01% | — | 365 | +6,726 | New | Q1 2026 | May 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 6,715 | 299 | 0.18% | 0.13% | 366 | +1,330 | 24.7% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,655 | 296 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 6,605 | 294 | 0.14% | — | 368 | +6,605 | New | Q1 2026 | Apr 27, 2026 |
| American Trust | History | Added to | 6,567 | 293 | 0.03% | 0.02% | 369 | +1,460 | 28.59% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,545 | 292 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,545 | 292 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 6,475 | 288 | 0.17% | 1.24% | 372 | -40,745 | -86.29% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,422 | 286 | 0.01% | 0.0% | 373 | +573 | 9.8% | Q1 2026 | May 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,425 | 286 | 0.05% | 0.05% | 374 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 6,400 | 285 | 0.13% | 0.12% | 375 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Urban Wealth Management, LLC | History | No change | 6,337 | 282 | 0.29% | 0.24% | 376 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,174 | 275 | 0.06% | 0.06% | 377 | -673 | -9.83% | Q1 2026 | Apr 02, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 6,096 | 272 | 0.02% | — | 378 | +6,096 | New | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,077 | 271 | 0.01% | 0.01% | 379 | -70 | -1.14% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | Added to | 6,058 | 270 | 0.01% | 0.01% | 380 | +845 | 16.21% | Q1 2026 | May 12, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 6,058 | 270 | 0.03% | 0.02% | 381 | +741 | 13.94% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,015 | 268 | 0.02% | 0.02% | 382 | -634 | -9.54% | Q1 2026 | Apr 30, 2026 |
| Firestone Capital Management | History | New | 5,932 | 264 | 0.05% | — | 384 | +5,932 | New | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 5,917 | 264 | 0.07% | 0.06% | 383 | -223 | -3.63% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,806 | 259 | 0.0% | — | 385 | +5,806 | New | Q1 2026 | Apr 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 5,784 | 258 | 0.09% | 0.09% | 386 | -361 | -5.87% | Q1 2026 | May 04, 2026 |
| BURNEY CO/ | History | New | 5,761 | 257 | 0.01% | — | 387 | +5,761 | New | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,739 | 256 | 0.01% | 0.0% | 388 | +73 | 1.29% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,746 | 256 | 0.01% | 0.01% | 389 | -55 | -0.95% | Q1 2026 | Apr 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 5,702 | 254 | 0.03% | 0.04% | 390 | -1,896 | -24.95% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Reduced | 5,705 | 254 | 0.02% | 0.03% | 391 | -1,893 | -24.91% | Q1 2026 | May 07, 2026 |
| IRON Financial LLC | History | Reduced | 5,457 | 243 | 0.11% | 0.14% | 392 | -2,210 | -28.82% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 5,355 | 238 | 0.0% | 0.0% | 393 | -160 | -2.9% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | No change | 5,253 | 236 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,204 | 232 | 0.01% | 0.01% | 395 | -226 | -4.16% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | No change | 5,170 | 230 | 0.01% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,116 | 228 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 5,100 | 227 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | No change | 5,071 | 226 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | New | 5,208 | 223 | 0.39% | — | 401 | +5,208 | New | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | New | 5,000 | 223 | 0.01% | — | 402 | +5,000 | New | Q1 2026 | Apr 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 5,007 | 223 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 4,934 | 220 | 0.05% | 0.05% | 404 | -220 | -4.27% | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,952 | 220 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Reduced | 4,886 | 218 | 0.08% | 0.08% | 405 | -84 | -1.69% | Q1 2026 | Apr 20, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 4,883 | 217 | 0.12% | 0.14% | 406 | -1,390 | -22.16% | Q1 2026 | Apr 16, 2026 |
| Thrive Capital Management, LLC | History | New | 4,846 | 216 | 0.05% | — | 408 | +4,846 | New | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 5,280 | 216 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAP Partners, LLC | History | New | 4,792 | 213 | 0.12% | — | 411 | +4,792 | New | Q1 2026 | Apr 28, 2026 |
| RCW Management, LLC | History | Reduced | 4,795 | 213 | 0.22% | 0.22% | 410 | -622 | -11.48% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Reduced | 4,796 | 213 | 0.01% | 0.01% | 409 | -103 | -2.1% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,719 | 210 | 0.0% | 0.0% | 412 | -2,209 | -31.89% | Q1 2026 | May 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 4,697 | 209 | 0.03% | — | 414 | +4,697 | New | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,699 | 209 | 0.0% | 0.0% | 413 | -1,152 | -19.69% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 4,661 | 207 | 0.01% | — | 416 | +4,661 | New | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,660 | 207 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,619 | 206 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,610 | 205 | 0.02% | — | 418 | +4,610 | New | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,580 | 204 | 0.0% | — | 419 | +4,580 | New | Q1 2026 | May 12, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | New | 4,500 | 200 | 0.16% | — | 420 | +4,500 | New | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,220 | 188 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LGT Financial Advisors LLC | History | No change | 4,000 | 178 | 0.91% | 1.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,963 | 176 | 0.0% | — | 423 | +3,963 | New | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,820 | 170 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,224 | 144 | 0.05% | 0.04% | 425 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Added to | 3,165 | 141 | 0.08% | 0.07% | 426 | +240 | 8.21% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | Added to | 2,751 | 122 | 0.04% | 0.04% | 428 | +100 | 3.77% | Q1 2026 | Apr 30, 2026 |
| Security National Bank | History | No change | 2,750 | 122 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,712 | 121 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,647 | 118 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,893 | 118 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 2,561 | 114 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| First Pacific Financial | History | No change | 2,396 | 106 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Main Street Group, LTD | History | New | 2,345 | 104 | 0.03% | — | 434 | +2,345 | New | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | New | 2,250 | 100 | 0.02% | — | 435 | +2,250 | New | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,100 | 93 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 2,032 | 91 | 0.01% | — | 437 | +2,032 | New | Q1 2026 | Apr 16, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 89 | 0.09% | 0.08% | 438 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | New | 1,948 | 86 | 0.01% | — | 439 | +1,948 | New | Q1 2026 | May 19, 2026 |
| NBT BANK N A /NY | History | Added to | 1,800 | 80 | 0.01% | 0.0% | 440 | +1,759 | 4290.24% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,802 | 80 | 0.03% | 0.03% | 441 | -309 | -14.64% | Q1 2026 | Apr 09, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,757 | 78 | 0.06% | 0.05% | 442 | -8 | -0.45% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 1,700 | 75 | 0.0% | — | 443 | +1,700 | New | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,350 | 60 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | No change | 1,303 | 58 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 1,250 | 55 | 0.02% | — | 449 | +1,250 | New | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,255 | 55 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Trust Co | History | No change | 1,250 | 55 | 0.01% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 1,250 | 55 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 1,145 | 51 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,100 | 49 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | Reduced | 864 | 38 | 0.0% | 0.0% | 453 | -128 | -12.9% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 831 | 37 | 0.0% | 0.0% | 454 | +411 | 97.86% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 820 | 36 | 0.0% | 0.0% | 455 | -200 | -19.61% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 799 | 35 | 0.0% | — | 456 | +799 | New | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 758 | 33 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 645 | 28 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 642 | 27 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 539 | 24 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 500 | 22 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tidemark, LLC | History | New | 455 | 20 | 0.01% | — | 463 | +455 | New | Q1 2026 | May 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 452 | 20 | 0.0% | — | 462 | +452 | New | Q1 2026 | Apr 20, 2026 |
| PlanVest Financial, Inc | History | New | 430 | 19 | 0.01% | — | 466 | +430 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 439 | 19 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | No change | 446 | 19 | 0.01% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 412 | 18 | 0.01% | 0.03% | 468 | -1,650 | -80.02% | Q1 2026 | Apr 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 419 | 18 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 413 | 18 | 0.0% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | New | 396 | 17 | 0.0% | — | 471 | +396 | New | Q1 2026 | Apr 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 400 | 17 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DT Investment Partners, LLC | History | Added to | 375 | 16 | 0.0% | 0.0% | 472 | +320 | 581.82% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 350 | 15 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 300 | 13 | 0.01% | — | 475 | +300 | New | Q1 2026 | Apr 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 279 | 12 | 0.0% | — | 477 | +279 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 275 | 12 | 0.0% | 0.0% | 476 | +200 | 266.67% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 237 | 10 | 0.0% | 0.0% | 479 | +114 | 92.68% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 220 | 9 | 0.0% | 0.0% | 481 | -1,280 | -85.33% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | New | 209 | 9 | 0.0% | — | 482 | +209 | New | Q1 2026 | Apr 10, 2026 |
| TSFG, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 197 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 183 | 8 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GS Investments, Inc. | History | New | 123 | 5 | 0.0% | — | 487 | +123 | New | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 114 | 5 | 0.0% | — | 486 | +114 | New | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 108 | 4 | 0.0% | 0.0% | 489 | -477 | -81.54% | Q1 2026 | Apr 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 109 | 4 | 0.0% | — | 493 | +109 | New | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | New | 100 | 4 | 0.0% | — | 491 | +100 | New | Q1 2026 | May 01, 2026 |
| Accordant Advisory Group Inc | History | New | 100 | 4 | 0.0% | — | 492 | +100 | New | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 108 | 4 | 0.0% | 0.0% | 488 | +78 | 260.0% | Q1 2026 | May 12, 2026 |
| Perkins Coie Trust Co | History | Reduced | 90 | 4 | 0.0% | 0.0% | 490 | -10 | -10.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 25 | 1 | 0.0% | — | 495 | +25 | New | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -142,555 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -100,320 | -100.0% | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -83,816 | -100.0% | Q1 2026 | May 07, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -78,641 | -100.0% | Q1 2026 | May 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 1.16% | — | -52,027 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -47,340 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,939 | -100.0% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -21,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Claris Financial LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -20,139 | -100.0% | Q1 2026 | May 18, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -15,463 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,289 | -100.0% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,128 | -100.0% | Q1 2026 | May 07, 2026 |
| AWM CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,794 | -100.0% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,597 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -12,346 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,052 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,045 | -100.0% | Q1 2026 | May 15, 2026 |
| Cushing Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,992 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Parker Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,991 | -100.0% | Q1 2026 | May 13, 2026 |
| Iron Gate Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,790 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,075 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,665 | -100.0% | Q1 2026 | May 04, 2026 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,115 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,536 | -100.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,414 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,198 | -100.0% | Q1 2026 | May 13, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |