SPROTT FUNDS TRUST - URNM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,231,938 | 204,096 | 0.02% | 0.01% | 1 | +1,536,806 | 90.66% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,831,800 | 115,678 | 0.01% | 0.0% | 2 | +1,399,737 | 323.97% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 630,000 | 39,784 | 0.24% | 0.22% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 578,353 | 36,522 | 0.07% | — | 4 | +578,353 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 523,211 | 33,040 | 0.01% | 0.0% | 5 | +243,411 | 86.99% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 505,889 | 31,946 | 0.0% | 0.0% | 6 | +63,494 | 14.35% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 404,200 | 25,525 | 0.04% | 0.01% | 7 | +293,000 | 263.49% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Added to | 379,933 | 23,992 | 0.29% | 0.01% | 8 | +367,078 | 2855.53% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 301,490 | 19,039 | 0.01% | 0.0% | 9 | +25,238 | 9.14% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 265,864 | 16,789 | 0.02% | 0.02% | 10 | +10,637 | 4.17% | Q1 2026 | May 05, 2026 |
| Cumberland Partners Ltd | History | Reduced | 222,133 | 14,027 | 1.06% | 0.76% | 11 | -2,553 | -1.14% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 209,939 | 13,257 | 1.82% | — | 12 | +209,939 | New | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Reduced | 182,910 | 11,550 | 0.0% | 0.0% | 13 | -123,803 | -40.36% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 173,691 | 10,968 | 0.01% | 0.0% | 14 | +153,535 | 761.73% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 180,000 | 9,880 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corecam Pte. Ltd. | History | Added to | 156,625 | 9,867 | 4.28% | 3.17% | 16 | +45,950 | 41.52% | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 154,782 | 9,774 | 0.0% | 0.0% | 17 | -14,269 | -8.44% | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Added to | 152,591 | 9,636 | 2.1% | 1.7% | 18 | +6,714 | 4.6% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 136,571 | 8,624 | 0.0% | 0.0% | 19 | +20,525 | 17.69% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 128,625 | 8,122 | 0.01% | 0.01% | 20 | -853 | -0.66% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 121,836 | 7,695 | 0.0% | 0.0% | 21 | +1,320 | 1.1% | Q1 2026 | May 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 120,905 | 7,635 | 3.22% | 2.0% | 22 | +42,062 | 53.35% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 114,041 | 7,201 | 0.12% | 0.1% | 23 | -550 | -0.48% | Q1 2026 | Apr 14, 2026 |
| Proficio Capital Partners LLC | History | New | 112,050 | 7,075 | 0.38% | — | 24 | +112,050 | New | Q1 2026 | May 14, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 108,431 | 6,847 | 2.07% | 2.03% | 25 | -4,071 | -3.62% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 106,742 | 6,740 | 0.01% | 0.01% | 26 | +19,597 | 22.49% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 97,098 | 6,131 | 0.1% | 0.07% | 27 | +18,381 | 23.35% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 97,003 | 6,125 | 0.0% | 0.0% | 28 | +23,996 | 32.87% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 92,933 | 5,869 | 0.01% | 0.01% | 29 | -70,657 | -43.19% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 73,730 | 4,645 | 0.01% | 0.01% | 30 | -65,054 | -46.87% | Q1 2026 | May 01, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 71,981 | 4,545 | 1.33% | 0.19% | 31 | +61,651 | 596.82% | Q1 2026 | May 06, 2026 |
| Corecam AG | History | Added to | 70,560 | 4,445 | 3.79% | 3.01% | 32 | +14,560 | 26.0% | Q1 2026 | Apr 21, 2026 |
| Lloyd Harbor Capital Management, LLC | History | Reduced | 69,471 | 4,387 | 1.79% | 8.01% | 33 | -233,700 | -77.09% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 67,586 | 4,268 | 1.2% | 1.2% | 34 | -960 | -1.4% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 66,751 | 4,215 | 0.0% | 0.0% | 35 | +1,011 | 1.54% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 66,425 | 4,194 | 0.05% | 0.02% | 36 | +43,662 | 191.81% | Q1 2026 | May 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 66,136 | 4,176 | 1.88% | 0.66% | 37 | +43,473 | 191.82% | Q1 2026 | Apr 28, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 62,731 | 3,961 | 3.38% | 2.75% | 38 | -1,626 | -2.53% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 62,636 | 3,955 | 0.0% | 0.0% | 39 | -526,193 | -89.36% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 62,000 | 3,915 | 0.03% | — | 40 | +62,000 | New | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 57,396 | 3,624 | 0.12% | 0.05% | 41 | -2 | -0.0% | Q1 2026 | Apr 29, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 51,593 | 3,258 | 0.01% | 0.01% | 42 | -11,890 | -18.73% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,556 | 3,066 | 0.0% | 0.0% | 43 | +3,757 | 8.39% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,321 | 3,051 | 0.08% | 0.08% | 44 | +1,108 | 2.35% | Q1 2026 | May 11, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 47,482 | 3,011 | 0.76% | — | 45 | +47,482 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,433 | 2,995 | 0.01% | 0.01% | 46 | +6,853 | 16.89% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | Added to | 46,722 | 2,950 | 0.01% | 0.0% | 47 | +33,632 | 256.93% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 46,102 | 2,911 | 0.01% | 0.01% | 48 | -9,693 | -17.37% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Added to | 44,191 | 2,790 | 0.0% | 0.0% | 49 | +34,838 | 372.48% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | New | 42,445 | 2,680 | 0.01% | — | 50 | +42,445 | New | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 42,185 | 2,664 | 0.1% | 0.08% | 51 | +55 | 0.13% | Q1 2026 | May 07, 2026 |
| Tandem Financial, LLC | History | Added to | 41,119 | 2,596 | 0.83% | 1.7% | 52 | +5,972 | 16.99% | Q1 2026 | May 08, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 39,686 | 2,506 | 0.39% | 0.29% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Added to | 38,199 | 2,412 | 2.1% | 1.7% | 54 | +160 | 0.42% | Q1 2026 | May 01, 2026 |
| Carrera Capital Advisors | History | Added to | 38,152 | 2,409 | 0.37% | 0.34% | 55 | +1,701 | 4.67% | Q1 2026 | May 04, 2026 |
| Spruce Point Capital Management, LLC | History | Added to | 37,000 | 2,336 | 2.57% | 1.71% | 56 | +22,000 | 146.67% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 35,966 | 2,271 | 1.41% | 1.11% | 57 | +1,617 | 4.71% | Q1 2026 | May 13, 2026 |
| DCF Advisers, LLC | History | No change | 35,000 | 2,210 | 0.59% | 0.52% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 33,306 | 2,103 | 0.04% | — | 59 | +33,306 | New | Q1 2026 | Apr 27, 2026 |
| Asset One Wealth Management LLC | History | Added to | 30,412 | 2,040 | 0.23% | 0.26% | 60 | +3,572 | 13.31% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 31,952 | 2,017 | 0.23% | 0.2% | 61 | -1,956 | -5.77% | Q1 2026 | May 13, 2026 |
| SPROTT INC. | History | Added to | 31,359 | 1,980 | 0.06% | 0.05% | 62 | +6,260 | 24.94% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 30,390 | 1,919 | 0.02% | 0.02% | 63 | +348 | 1.16% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 30,318 | 1,914 | 0.54% | 0.48% | 64 | +500 | 1.68% | Q1 2026 | Apr 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 30,011 | 1,895 | 0.22% | 0.18% | 65 | +479 | 1.62% | Q1 2026 | May 01, 2026 |
| Forum Finance Group S.A. | History | New | 38,367 | 1,888 | 1.02% | — | 66 | +38,367 | New | Q1 2026 | May 07, 2026 |
| Graham Capital Management, L.P. | History | Added to | 29,497 | 1,862 | 0.04% | 0.01% | 67 | +25,174 | 582.33% | Q1 2026 | May 15, 2026 |
| Ariose Capital Management Ltd | History | New | 29,040 | 1,833 | 1.23% | — | 68 | +29,040 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,388 | 1,792 | 0.02% | 0.02% | 69 | -371 | -1.29% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,515 | 1,737 | 0.0% | 0.01% | 70 | -16,766 | -37.86% | Q1 2026 | May 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 27,330 | 1,725 | 0.17% | 0.23% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 27,297 | 1,723 | 0.26% | 0.21% | 72 | +1,078 | 4.11% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,094 | 1,714 | 0.01% | 0.0% | 73 | +16,060 | 123.22% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 27,032 | 1,707 | 0.04% | 0.04% | 74 | -700 | -2.52% | Q1 2026 | May 04, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 26,338 | 1,663 | 0.31% | 0.28% | 75 | -228 | -0.86% | Q1 2026 | Apr 13, 2026 |
| Miller Global Investments, LLC | History | Reduced | 25,176 | 1,589 | 1.46% | 1.31% | 76 | -1,247 | -4.72% | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 24,847 | 1,569 | 0.05% | — | 77 | +24,847 | New | Q1 2026 | Apr 23, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 24,811 | 1,566 | 0.71% | 0.77% | 78 | +107 | 0.43% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,482 | 1,546 | 0.01% | 0.0% | 79 | +4,898 | 25.01% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,583 | 1,489 | 0.0% | 0.0% | 80 | -2,310 | -8.92% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 21,959 | 1,386 | 0.0% | 0.0% | 81 | -43,847 | -66.63% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 20,119 | 1,270 | 0.01% | 0.02% | 82 | -5,613 | -21.81% | Q1 2026 | Apr 16, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 19,366 | 1,222 | 0.64% | 2.25% | 83 | -59,134 | -75.33% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,273 | 1,217 | 0.02% | 0.02% | 84 | +2,009 | 11.64% | Q1 2026 | Apr 10, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 18,609 | 1,175 | 0.33% | 0.31% | 85 | -1,808 | -8.86% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,155 | 1,083 | 0.0% | 0.0% | 86 | +2,028 | 13.41% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 16,297 | 1,029 | 0.0% | 0.0% | 87 | -54,449 | -76.96% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 16,270 | 1,027 | 0.03% | 0.03% | 88 | -10 | -0.06% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,513 | 979 | 0.0% | 0.0% | 89 | +326 | 2.15% | Q1 2026 | May 07, 2026 |
| Freemont Management S.A. | History | New | 15,000 | 947 | 0.14% | — | 91 | +15,000 | New | Q1 2026 | May 06, 2026 |
| Deuterium Capital Management, LLC | History | No change | 15,000 | 947 | 1.1% | 1.19% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 14,897 | 940 | 0.0% | 0.0% | 92 | -1,431 | -8.76% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,367 | 907 | 0.03% | — | 93 | +14,367 | New | Q1 2026 | May 14, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 13,818 | 872 | 0.73% | 0.2% | 94 | +8,495 | 159.59% | Q1 2026 | Apr 30, 2026 |
| Belvedere Trading LLC | History | New | 13,726 | 866 | 0.0% | — | 95 | +13,726 | New | Q1 2026 | May 12, 2026 |
| Diametric Capital, LP | History | Added to | 13,350 | 843 | 0.22% | 0.18% | 96 | +815 | 6.5% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 15,351 | 842 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,846 | 811 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Holcombe Financial, Inc. | History | New | 12,747 | 804 | 0.47% | — | 99 | +12,747 | New | Q1 2026 | Apr 20, 2026 |
| Lotus Technology Management, LP | History | New | 12,629 | 797 | 2.95% | — | 100 | +12,629 | New | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | New | 12,536 | 791 | 0.04% | — | 101 | +12,536 | New | Q1 2026 | Apr 28, 2026 |
| Seelaus Asset Management LLC | History | Added to | 12,095 | 763 | 0.55% | 0.52% | 102 | +110 | 0.92% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,927 | 689 | 0.0% | 0.0% | 103 | +1,235 | 12.74% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | No change | 10,900 | 688 | 0.1% | 0.08% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,160 | 641 | 0.0% | 0.0% | 105 | +676 | 7.13% | Q1 2026 | Apr 27, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 10,000 | 631 | 0.25% | 0.46% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 9,963 | 629 | 0.0% | — | 108 | +9,963 | New | Q1 2026 | May 15, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 9,963 | 629 | 0.36% | 0.46% | 107 | -4,195 | -29.63% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Added to | 9,760 | 616 | 0.0% | 0.0% | 109 | +760 | 8.44% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,715 | 613 | 0.07% | 0.07% | 110 | -1,150 | -10.58% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 9,572 | 604 | 0.0% | 0.0% | 111 | -2,436 | -20.29% | Q1 2026 | May 13, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 9,414 | 594 | 0.26% | 0.21% | 112 | +130 | 1.4% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,161 | 578 | 0.0% | 0.0% | 113 | +2,035 | 28.56% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 9,840 | 575 | 0.0% | — | 114 | +9,840 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 8,494 | 536 | 0.0% | 0.0% | 115 | +3,641 | 75.03% | Q1 2026 | May 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 8,500 | 536 | 0.04% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,422 | 531 | 0.02% | 0.02% | 117 | -976 | -10.39% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | New | 8,347 | 527 | 0.02% | — | 118 | +8,347 | New | Q1 2026 | May 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 7,680 | 484 | 0.05% | 0.04% | 119 | -600 | -7.25% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 7,653 | 483 | 0.01% | 0.01% | 120 | +134 | 1.78% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,375 | 465 | 0.02% | 0.03% | 121 | -2,775 | -27.34% | Q1 2026 | Apr 15, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 7,327 | 462 | 0.29% | 0.3% | 122 | -555 | -7.04% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 7,168 | 452 | 0.01% | 0.01% | 123 | +659 | 10.12% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,805 | 429 | 0.01% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 6,600 | 416 | 0.09% | — | 126 | +6,600 | New | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,600 | 416 | 0.06% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IvyRock Asset Management (HK) Ltd | History | New | 6,520 | 411 | 0.23% | — | 127 | +6,520 | New | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,399 | 404 | 0.0% | 0.0% | 128 | -100 | -1.54% | Q1 2026 | Apr 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,379 | 403 | 0.03% | 0.13% | 129 | -21,337 | -76.98% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 6,372 | 402 | 0.0% | 0.0% | 130 | +1,828 | 40.23% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 6,271 | 396 | 0.01% | 0.01% | 131 | -147 | -2.29% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,142 | 387 | 0.0% | 0.0% | 133 | -1,513 | -19.76% | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Added to | 6,134 | 387 | 0.09% | 0.06% | 132 | +970 | 18.78% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,032 | 380 | 0.0% | 0.0% | 134 | +20 | 0.33% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,492 | 379 | 0.0% | 0.0% | 135 | +1,818 | 38.9% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,966 | 376 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 5,950 | 375 | 0.09% | 0.07% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,863 | 370 | 0.01% | 0.01% | 138 | -1,282 | -17.94% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,838 | 368 | 0.0% | 0.0% | 139 | +410 | 7.55% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,747 | 362 | 0.0% | 0.0% | 140 | +1,114 | 24.04% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,509 | 347 | 0.01% | 0.01% | 141 | +150 | 2.8% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,466 | 345 | 0.0% | 0.0% | 142 | +528 | 10.69% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,826 | 316 | 0.01% | 0.01% | 143 | -100 | -2.03% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 5,600 | 307 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,853 | 306 | 0.02% | 0.01% | 145 | +1,188 | 32.41% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 4,859 | 306 | 0.07% | 0.06% | 146 | +21 | 0.43% | Q1 2026 | Apr 08, 2026 |
| Rathbones Group PLC | History | Added to | 4,650 | 293 | 0.0% | 0.0% | 147 | +240 | 5.44% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,509 | 284 | 0.0% | 0.0% | 148 | -3,567 | -44.17% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,481 | 282 | 0.0% | 0.0% | 149 | -700 | -13.51% | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,460 | 281 | 0.28% | 0.24% | 150 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,431 | 279 | 0.02% | 0.02% | 151 | +125 | 2.9% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,355 | 275 | 0.01% | 0.0% | 152 | +148 | 3.52% | Q1 2026 | May 01, 2026 |
| Ballew Advisors, Inc | History | Added to | 4,169 | 269 | 0.15% | 0.15% | 153 | +82 | 2.01% | Q1 2026 | Apr 10, 2026 |
| Concentric Capital Strategies, LP | History | New | 4,161 | 262 | 0.02% | — | 154 | +4,161 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 4,000 | 252 | 0.0% | — | 155 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 4,000 | 252 | 0.03% | — | 156 | +4,000 | New | Q1 2026 | May 11, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 3,984 | 251 | 0.07% | 0.06% | 157 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | No change | 3,908 | 246 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signet Private Wealth LLC | History | Reduced | 3,780 | 238 | 0.23% | 0.27% | 160 | -1,403 | -27.07% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,780 | 238 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 3,699 | 233 | 0.11% | 0.1% | 162 | -196 | -5.03% | Q1 2026 | Apr 30, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 3,690 | 233 | 0.04% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,661 | 231 | 0.0% | 0.0% | 163 | +3,111 | 565.64% | Q1 2026 | May 01, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 3,600 | 227 | 0.01% | 0.03% | 164 | -16,400 | -82.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | New | 3,600 | 227 | 0.01% | — | 165 | +3,600 | New | Q1 2026 | Apr 20, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 3,517 | 222 | 0.11% | — | 166 | +3,517 | New | Q1 2026 | May 11, 2026 |
| Creative Planning | History | New | 3,462 | 218 | 0.0% | — | 167 | +3,462 | New | Q1 2026 | May 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 3,389 | 214 | 0.13% | — | 168 | +3,389 | New | Q1 2026 | Apr 16, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,881 | 213 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ForthRight Wealth Management, LLC | History | New | 3,352 | 211 | 0.06% | — | 170 | +3,352 | New | Q1 2026 | May 12, 2026 |
| Privium Fund Management B.V. | History | Reduced | 3,302 | 208 | 0.04% | 0.05% | 171 | -2,105 | -38.93% | Q1 2026 | May 05, 2026 |
| BFI Infinity Ltd. | History | New | 3,259 | 205 | 0.11% | — | 172 | +3,259 | New | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 3,228 | 204 | 0.0% | — | 173 | +3,228 | New | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,012 | 190 | 0.0% | 0.0% | 174 | +1,808 | 150.17% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,997 | 189 | 0.0% | 0.0% | 175 | -1,033 | -25.63% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 2,975 | 187 | 0.0% | 0.0% | 176 | +285 | 10.59% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,700 | 170 | 0.0% | 0.0% | 177 | -100 | -3.57% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,912 | 159 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 2,100 | 132 | 0.03% | — | 179 | +2,100 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,951 | 124 | 0.0% | 0.0% | 180 | +1,450 | 289.42% | Q1 2026 | Apr 07, 2026 |
| Glassman Wealth Services | History | Added to | 1,760 | 111 | 0.02% | 0.01% | 181 | +750 | 74.26% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,520 | 95 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,419 | 89 | 0.0% | — | 183 | +1,419 | New | Q1 2026 | May 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,504 | 87 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,025 | 64 | 0.02% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | New | 944 | 59 | 0.0% | — | 186 | +944 | New | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 867 | 55 | 0.0% | 0.0% | 187 | +791 | 1040.79% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 855 | 54 | 0.0% | 0.0% | 188 | -219 | -20.39% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 801 | 52 | 0.0% | 0.0% | 189 | +502 | 167.89% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 825 | 52 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 750 | 47 | 0.0% | — | 191 | +750 | New | Q1 2026 | Apr 29, 2026 |
| Blume Capital Management, Inc. | History | No change | 725 | 45 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 701 | 44 | 0.01% | — | 193 | +701 | New | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Reduced | 670 | 42 | 0.03% | 0.03% | 194 | -180 | -21.18% | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 600 | 37 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | No change | 600 | 37 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bank of New Hampshire | History | New | 577 | 36 | 0.01% | — | 197 | +577 | New | Q1 2026 | Apr 13, 2026 |
| Knuff & Co LLC | History | No change | 567 | 35 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | New | 544 | 34 | 0.0% | — | 199 | +544 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 531 | 33 | 0.0% | 0.0% | 200 | +325 | 157.77% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors, Inc. | History | New | 500 | 31 | 0.02% | — | 201 | +500 | New | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 487 | 30 | 0.0% | 0.0% | 202 | +112 | 29.87% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 526 | 28 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 502 | 27 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 424 | 26 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 410 | 25 | 0.0% | 0.0% | 206 | +200 | 95.24% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 343 | 21 | 0.0% | 0.0% | 208 | -84 | -19.67% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 340 | 21 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | No change | 325 | 20 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Reduced | 309 | 19 | 0.0% | 0.01% | 210 | -105 | -25.36% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 298 | 18 | 0.01% | — | 212 | +298 | New | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 297 | 18 | 0.01% | 0.01% | 211 | -5 | -1.66% | Q1 2026 | Apr 10, 2026 |
| Roble, Belko & Company, Inc | History | New | 172 | 11 | 0.0% | — | 213 | +172 | New | Q1 2026 | Apr 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 160 | 10 | 0.0% | — | 215 | +160 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 160 | 10 | 0.01% | — | 216 | +160 | New | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 170 | 10 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | New | 134 | 8 | 0.0% | — | 218 | +134 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 134 | 8 | 0.0% | — | 219 | +134 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 141 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 109 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | No change | 100 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NBC SECURITIES, INC. | History | New | 77 | 4 | 0.0% | — | 225 | +77 | New | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 74 | 4 | 0.0% | — | 226 | +74 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 61 | 3 | 0.0% | 0.0% | 227 | -76 | -55.47% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 61 | 3 | 0.0% | — | 230 | +61 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 57 | 3 | 0.0% | — | 229 | +50 | 714.29% | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 50 | 3 | 0.0% | — | 232 | +50 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | New | 46 | 3 | 0.0% | — | 231 | +46 | New | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 45 | 2 | 0.0% | — | 234 | +45 | New | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 36 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -131,424 | -100.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -120,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -33,784 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -16,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Rye Brook Capital LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -14,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ArchPoint Investors | History | Closed out | 0 | 0 | — | 0.17% | — | -13,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,947 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,201 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,800 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Anatole Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -7,796 | -100.0% | Q1 2026 | May 15, 2026 |
| Oceanic Investment Management LTD | History | Closed out | 0 | 0 | — | 0.33% | — | -5,701 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,644 | -100.0% | Q1 2026 | May 14, 2026 |
| Avos Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,387 | -100.0% | Q1 2026 | May 15, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -5,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Shepherd Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,975 | -100.0% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,856 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,495 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,402 | -100.0% | Q1 2026 | May 04, 2026 |
| St. Johns Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,360 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -880 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 14, 2026 |
| TORONTO DOMINION BANK | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |