Global X Funds - AIQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 27,168,276 | 1,267,943 | 0.73% | 0.65% | 1 | +3,854,079 | 16.53% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,800,960 | 410,740 | 0.03% | 0.03% | 2 | +560,341 | 6.8% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,967,564 | 231,836 | 0.06% | 0.07% | 3 | +164,416 | 3.42% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 4,927,074 | 229,946 | 0.01% | 0.01% | 4 | +108,630 | 2.25% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,002,646 | 186,803 | 0.03% | 0.03% | 5 | +29,739 | 0.75% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,723,735 | 80,446 | 0.05% | 0.05% | 6 | +128,669 | 8.07% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,564,363 | 73,008 | 0.08% | 0.08% | 7 | +85,079 | 5.75% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,512,383 | 70,582 | 0.01% | 0.01% | 8 | +247,824 | 19.6% | Q1 2026 | May 11, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,494,534 | 69,749 | 2.09% | 2.34% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,507,811 | 67,519 | 0.0% | 0.0% | 10 | -23,821 | -1.56% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,408,404 | 65,729 | 0.01% | 0.01% | 11 | +215,473 | 18.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,200,414 | 56,023 | 0.02% | 0.02% | 12 | +135,761 | 12.75% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | New | 826,411 | 38,568 | 0.03% | — | 13 | +826,411 | New | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 748,911 | 34,951 | 2.25% | 2.12% | 14 | +97,869 | 15.03% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 720,569 | 33,628 | 0.05% | 0.04% | 15 | +97,097 | 15.57% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 587,768 | 27,431 | 0.1% | 0.12% | 16 | +30,256 | 5.43% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 550,730 | 25,702 | 0.01% | 0.01% | 17 | +84,222 | 18.05% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 528,890 | 24,683 | 0.05% | 0.05% | 18 | +80,303 | 17.9% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 516,250 | 24,093 | 0.04% | 0.04% | 19 | -15,766 | -2.96% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 481,095 | 22,452 | 0.29% | 0.35% | 20 | +15,858 | 3.41% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 462,091 | 21,565 | 0.08% | 0.03% | 21 | +297,616 | 180.95% | Q1 2026 | Jun 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 441,235 | 20,592 | 0.04% | 0.05% | 22 | -110,868 | -20.08% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 409,698 | 19,366 | 0.04% | 0.05% | 23 | -326,333 | -44.34% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Added to | 383,462 | 17,896 | 0.05% | 0.05% | 24 | +40,451 | 11.79% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 383,079 | 17,878 | 0.05% | 0.06% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 380,264 | 17,746 | 0.13% | 0.23% | 26 | -375,000 | -49.65% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 352,072 | 16,431 | 0.05% | 0.06% | 27 | -107,788 | -23.44% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 360,385 | 16,386 | 0.01% | 0.01% | 28 | +58,876 | 19.53% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 328,349 | 15,324 | 1.55% | 1.64% | 29 | +25,625 | 8.46% | Q1 2026 | Apr 07, 2026 |
| Madrona Financial Services, LLC | History | Added to | 324,089 | 15,125 | 3.31% | 3.45% | 30 | +6,652 | 2.1% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 322,962 | 15,073 | 0.01% | 0.01% | 31 | +21,682 | 7.2% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 302,873 | 14,165 | 0.76% | 1.08% | 32 | +591 | 0.2% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 286,641 | 13,377 | 0.02% | 0.02% | 33 | -18,254 | -5.99% | Q1 2026 | May 15, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 277,008 | 12,927 | 2.79% | 2.61% | 34 | +31,929 | 13.03% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 260,628 | 12,163 | 0.0% | 0.0% | 35 | +76,889 | 41.85% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 254,640 | 11,884 | 0.01% | 0.02% | 36 | -25,676 | -9.16% | Q1 2026 | May 05, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 235,495 | 10,990 | 2.39% | 2.54% | 37 | +17,745 | 8.15% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 227,972 | 10,639 | 0.03% | 0.03% | 38 | +28,462 | 14.27% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 224,839 | 10,493 | 0.05% | 0.06% | 39 | -24,854 | -9.95% | Q1 2026 | Apr 24, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 214,719 | 10,020 | 3.63% | 3.62% | 40 | +7,615 | 3.68% | Q1 2026 | May 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 214,100 | 9,992 | 0.41% | 0.45% | 41 | +8,652 | 4.21% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 202,636 | 9,457 | 0.3% | — | 42 | +202,636 | New | Q1 2026 | May 15, 2026 |
| Global X Japan Co., Ltd. | History | New | 196,782 | 9,183 | 0.47% | — | 43 | +196,782 | New | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 178,104 | 9,058 | 0.0% | — | 44 | +178,104 | New | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 193,021 | 9,008 | 1.02% | 1.04% | 45 | +14,052 | 7.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 192,232 | 8,971 | 0.0% | 0.0% | 46 | +77,132 | 67.01% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 188,479 | 8,796 | 0.0% | 0.01% | 47 | -67,877 | -26.48% | Q1 2026 | May 11, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 187,465 | 8,748 | 4.08% | 3.94% | 48 | +17,705 | 10.43% | Q1 2026 | May 14, 2026 |
| Arch Global Advisors, LLC | History | New | 184,112 | 8,592 | 4.48% | — | 49 | +184,112 | New | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 178,748 | 8,342 | 0.12% | 0.13% | 50 | +6,916 | 4.02% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 177,357 | 8,277 | 0.06% | 0.02% | 51 | +120,571 | 212.33% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 169,210 | 7,897 | 0.28% | — | 52 | +169,210 | New | Q1 2026 | May 14, 2026 |
| Decker Wealth Management LLC | History | New | 162,158 | 7,567 | 1.72% | — | 53 | +162,158 | New | Q1 2026 | May 06, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 156,427 | 7,300 | 1.27% | 1.11% | 54 | +3,380 | 2.21% | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | Reduced | 151,360 | 7,063 | 1.24% | 1.49% | 55 | -24,310 | -13.84% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | New | 145,237 | 6,778 | 0.01% | — | 56 | +145,237 | New | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 142,881 | 6,668 | 1.44% | 1.52% | 57 | +63 | 0.04% | Q1 2026 | May 08, 2026 |
| Hobart Private Capital, LLC | History | Added to | 137,220 | 6,404 | 1.26% | 1.35% | 58 | +1,600 | 1.18% | Q1 2026 | Apr 07, 2026 |
| Modern Wealth Management, LLC | History | New | 134,730 | 6,378 | 0.11% | — | 59 | +134,730 | New | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 135,732 | 6,334 | 0.1% | 0.13% | 60 | -9,923 | -6.81% | Q1 2026 | May 04, 2026 |
| Centurion Wealth Management LLC | History | Added to | 132,549 | 6,186 | 1.39% | 1.41% | 61 | +6,135 | 4.85% | Q1 2026 | Apr 10, 2026 |
| Clarus Group, Inc. | History | Reduced | 131,727 | 6,147 | 2.2% | 2.44% | 62 | -1,577 | -1.18% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 131,300 | 6,127 | 0.0% | 0.02% | 63 | +13,300 | 11.27% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 127,047 | 5,929 | 0.34% | 0.34% | 64 | +8,970 | 7.6% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 126,548 | 5,906 | 0.07% | 0.07% | 65 | +13,855 | 12.29% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 125,767 | 5,869 | 0.01% | 0.01% | 66 | +57,324 | 83.75% | Q1 2026 | May 01, 2026 |
| National Philanthropic Trust | History | Added to | 125,346 | 5,849 | 0.06% | 0.06% | 67 | +12,851 | 11.42% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 121,544 | 5,672 | 0.03% | 0.04% | 68 | -17,880 | -12.82% | Q1 2026 | May 05, 2026 |
| Balance Wealth, LLC | History | Added to | 119,743 | 5,588 | 1.73% | 0.81% | 69 | +69,932 | 140.39% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 102,717 | 4,793 | 0.0% | 0.0% | 70 | +17,682 | 20.79% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 100,984 | 4,780 | 0.05% | 0.05% | 71 | +12,698 | 14.38% | Q1 2026 | Apr 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 102,389 | 4,778 | 0.65% | 0.53% | 72 | +27,851 | 37.36% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 99,822 | 4,723 | 0.01% | 0.03% | 73 | -6,833 | -6.41% | Q1 2026 | May 12, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 68,692 | 4,624 | 0.54% | 0.69% | 74 | -17,278 | -20.1% | Q1 2026 | Jun 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 98,164 | 4,581 | 0.37% | 0.4% | 75 | -2,489 | -2.47% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 97,934 | 4,570 | 0.06% | 0.06% | 76 | -3,039 | -3.01% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 96,417 | 4,500 | 0.01% | 0.02% | 77 | -45,372 | -32.0% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 92,974 | 4,339 | 0.01% | 0.01% | 78 | +9,763 | 11.73% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,177 | 4,331 | 0.03% | 0.03% | 79 | +2,933 | 3.57% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 90,609 | 4,228 | 0.5% | 0.78% | 80 | -39,220 | -30.21% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 89,464 | 4,175 | 0.05% | 0.05% | 81 | +67 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 86,581 | 4,040 | 0.01% | 0.0% | 82 | +35,525 | 69.58% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Added to | 84,037 | 3,922 | 1.55% | 1.7% | 83 | +166 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 83,056 | 3,876 | 1.34% | 1.34% | 84 | +7,382 | 9.76% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 82,852 | 3,866 | 0.12% | 0.13% | 85 | +9,423 | 12.83% | Q1 2026 | May 06, 2026 |
| NOVEM GROUP | History | Reduced | 81,931 | 3,823 | 0.44% | 0.55% | 86 | -12,377 | -13.12% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 79,213 | 3,696 | 0.12% | 0.02% | 87 | +10,727 | 15.66% | Q1 2026 | Apr 23, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 79,016 | 3,687 | 0.76% | 0.79% | 88 | +1,788 | 2.32% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Added to | 78,958 | 3,684 | 1.77% | 1.69% | 89 | +2,304 | 3.01% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 76,879 | 3,639 | 0.25% | 0.28% | 90 | -3,370 | -4.2% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Added to | 69,009 | 3,638 | 0.22% | 0.22% | 91 | +3,327 | 5.07% | Q1 2026 | Apr 20, 2026 |
| IAM Advisory, LLC | History | Reduced | 77,166 | 3,601 | 0.81% | 0.88% | 92 | -877 | -1.12% | Q1 2026 | Apr 10, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 74,949 | 3,497 | 1.84% | 1.84% | 93 | +4,103 | 5.79% | Q1 2026 | Apr 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 74,741 | 3,488 | 0.07% | 0.08% | 94 | +2,421 | 3.35% | Q1 2026 | May 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 61,988 | 3,353 | 0.42% | 0.38% | 95 | +5,877 | 10.47% | Q1 2026 | Apr 20, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 71,354 | 3,330 | 0.55% | 0.56% | 96 | +199 | 0.28% | Q1 2026 | Apr 24, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 68,543 | 3,198 | 0.82% | 1.59% | 97 | -50,083 | -42.22% | Q1 2026 | Apr 09, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 68,209 | 3,183 | 1.52% | 1.56% | 98 | +1,245 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Bienville Capital Management, LLC | History | New | 66,117 | 3,085 | 0.56% | — | 99 | +66,117 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 65,800 | 3,070 | 0.04% | 0.04% | 100 | +2,263 | 3.56% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 64,774 | 3,023 | 0.02% | 0.03% | 101 | -11,575 | -15.16% | Q1 2026 | May 15, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 64,530 | 3,011 | 0.89% | 2.76% | 102 | -118,433 | -64.73% | Q1 2026 | Apr 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 61,673 | 2,878 | 0.0% | 0.0% | 103 | +4,328 | 7.55% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 61,144 | 2,853 | 0.21% | 0.22% | 104 | +5,131 | 9.16% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 60,440 | 2,820 | 0.03% | 0.06% | 105 | -16,854 | -21.81% | Q1 2026 | Apr 23, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 59,667 | 2,784 | 0.63% | 1.45% | 106 | -61,601 | -50.8% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 58,830 | 2,745 | 0.01% | 0.01% | 107 | +11,295 | 23.76% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 58,775 | 2,743 | 1.01% | 1.08% | 108 | -115 | -0.2% | Q1 2026 | May 08, 2026 |
| Eagle Strategies LLC | History | Added to | 58,397 | 2,725 | 0.33% | 0.1% | 109 | +42,637 | 270.54% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 57,776 | 2,696 | 0.05% | 0.03% | 110 | +30,194 | 109.47% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 54,863 | 2,560 | 1.37% | 1.44% | 111 | +3,194 | 6.18% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 52,683 | 2,458 | 0.1% | 0.1% | 112 | +109 | 0.21% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 52,257 | 2,438 | 0.19% | 0.27% | 113 | -12,010 | -18.69% | Q1 2026 | Apr 22, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 51,921 | 2,423 | 0.97% | 0.98% | 114 | +4,817 | 10.23% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 50,720 | 2,367 | 0.17% | 0.16% | 115 | +7,084 | 16.23% | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | Added to | 50,110 | 2,338 | 0.69% | 0.64% | 116 | +5,196 | 11.57% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 49,313 | 2,301 | 0.0% | 0.0% | 117 | +4,729 | 10.61% | Q1 2026 | May 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 48,733 | 2,274 | 3.42% | 1.63% | 118 | +27,554 | 130.1% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 47,341 | 2,209 | 0.07% | 0.06% | 119 | +10,334 | 27.92% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 47,010 | 2,193 | 0.01% | 0.03% | 120 | -30,205 | -39.12% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 45,090 | 2,104 | 0.05% | 0.05% | 121 | +4,231 | 10.36% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 44,948 | 2,098 | 0.24% | 0.01% | 122 | +44,366 | 7623.02% | Q1 2026 | Apr 16, 2026 |
| Bravera Wealth | History | Added to | 44,243 | 2,064 | 0.93% | 1.02% | 123 | +4,069 | 10.13% | Q1 2026 | Apr 22, 2026 |
| BOCHK Asset Management Ltd | History | New | 44,000 | 2,053 | 0.42% | — | 124 | +44,000 | New | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 43,355 | 2,023 | 0.14% | 0.16% | 125 | -2,439 | -5.33% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 43,133 | 2,013 | 0.07% | 0.12% | 126 | -21,142 | -32.89% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 43,098 | 2,011 | 0.11% | 0.13% | 127 | +22,067 | 104.93% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,856 | 2,000 | 0.02% | 0.0% | 128 | +35,025 | 447.26% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 42,700 | 1,992 | 0.0% | 0.0% | 129 | +26,200 | 158.79% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 41,819 | 1,951 | 0.14% | 0.16% | 130 | -1,379 | -3.19% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 41,797 | 1,950 | 0.01% | 0.01% | 132 | +4,082 | 10.82% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 41,799 | 1,950 | 0.06% | 0.07% | 131 | +1,247 | 3.08% | Q1 2026 | Apr 08, 2026 |
| Fosun International Ltd | History | New | 41,689 | 1,945 | 0.49% | — | 133 | +41,689 | New | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 33,931 | 1,935 | 0.13% | 0.12% | 134 | +942 | 2.86% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 40,200 | 1,876 | 0.0% | 0.0% | 135 | +22,800 | 131.03% | Q1 2026 | May 12, 2026 |
| ArborFi Advisors, LLC | History | Added to | 39,939 | 1,863 | 1.52% | 1.6% | 136 | +1,109 | 2.86% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 39,725 | 1,853 | 0.01% | 0.01% | 137 | +9,094 | 29.69% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 39,433 | 1,840 | 0.02% | 0.02% | 138 | +4,380 | 12.5% | Q1 2026 | Apr 28, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 39,215 | 1,830 | 0.21% | 0.24% | 139 | -731 | -1.83% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Reduced | 39,012 | 1,820 | 0.08% | 0.2% | 140 | -43,151 | -52.52% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 38,894 | 1,815 | 0.03% | 0.03% | 141 | +4,570 | 13.31% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 38,427 | 1,793 | 0.01% | 0.01% | 142 | +12,751 | 49.66% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 38,299 | 1,787 | 0.01% | 0.01% | 143 | -1,831 | -4.56% | Q1 2026 | May 05, 2026 |
| HMS Capital Management, LLC | History | Reduced | 37,828 | 1,765 | 0.68% | 4.13% | 144 | -158,598 | -80.74% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Added to | 37,250 | 1,738 | 0.08% | 0.01% | 145 | +31,705 | 571.78% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 37,175 | 1,734 | 0.01% | 0.01% | 146 | +3,663 | 10.93% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 37,092 | 1,731 | 0.0% | 0.0% | 147 | +11,716 | 46.17% | Q1 2026 | May 15, 2026 |
| NovaPoint Capital, LLC | History | Added to | 37,033 | 1,728 | 0.43% | 0.43% | 148 | +4,569 | 14.07% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | Reduced | 36,859 | 1,720 | 0.33% | 0.44% | 149 | -9,059 | -19.73% | Q1 2026 | Apr 21, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,130 | 1,686 | 0.0% | 0.0% | 150 | -3,339 | -8.46% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | New | 131,000 | 1,676 | 0.21% | — | 151 | +131,000 | New | Q1 2026 | Apr 30, 2026 |
| L & S Advisors Inc | History | Reduced | 35,726 | 1,667 | 0.21% | 0.17% | 152 | -777 | -2.13% | Q1 2026 | May 11, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 35,473 | 1,656 | 1.14% | — | 153 | +35,473 | New | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 35,446 | 1,654 | 0.04% | — | 154 | +35,446 | New | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 35,272 | 1,646 | 0.03% | 0.03% | 155 | +3,349 | 10.49% | Q1 2026 | Apr 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 35,103 | 1,638 | 0.18% | 0.23% | 156 | -5,151 | -12.8% | Q1 2026 | May 04, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 34,570 | 1,613 | 0.23% | 0.24% | 157 | +2,100 | 6.47% | Q1 2026 | May 26, 2026 |
| Grange Capital, LLC | History | Added to | 33,869 | 1,580 | 1.57% | 1.65% | 158 | +3 | 0.01% | Q1 2026 | Apr 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,744 | 1,574 | 0.11% | 0.11% | 159 | +2,344 | 7.46% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,093 | 1,544 | 0.02% | 0.02% | 160 | +12,673 | 62.06% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | Reduced | 32,228 | 1,504 | 0.27% | 0.29% | 161 | -10 | -0.03% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 31,993 | 1,493 | 0.03% | 0.02% | 162 | +10,910 | 51.75% | Q1 2026 | Apr 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,419 | 1,445 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 30,413 | 1,419 | 1.23% | 1.34% | 164 | -2,456 | -7.47% | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 30,249 | 1,411 | 0.91% | 0.97% | 165 | +460 | 1.54% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 30,122 | 1,405 | 0.05% | 0.04% | 166 | -19,086 | -38.79% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 29,656 | 1,384 | 0.01% | 0.01% | 167 | +2,381 | 8.73% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 29,245 | 1,364 | 0.17% | 0.17% | 168 | +3,208 | 12.32% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 29,004 | 1,351 | 0.0% | 0.0% | 169 | -1,159 | -3.84% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,800 | 1,344 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | Added to | 28,791 | 1,343 | 0.21% | 0.18% | 171 | +6,079 | 26.77% | Q1 2026 | May 27, 2026 |
| Benson Wealth Management INC | History | Reduced | 28,415 | 1,326 | 1.81% | 3.53% | 172 | -33,890 | -54.39% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 24,369 | 1,303 | 0.04% | 0.04% | 173 | -560 | -2.25% | Q1 2026 | Apr 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 27,865 | 1,300 | 0.15% | 0.16% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,655 | 1,290 | 0.01% | 0.02% | 175 | +736 | 2.73% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 27,360 | 1,276 | 0.03% | 0.03% | 176 | +4,826 | 21.42% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 27,019 | 1,260 | 0.0% | 0.0% | 177 | +1,480 | 5.8% | Q1 2026 | May 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 26,913 | 1,256 | 0.12% | 0.14% | 178 | -1,450 | -5.11% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 26,641 | 1,243 | 0.03% | 0.03% | 179 | +6,418 | 31.74% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 26,349 | 1,229 | 0.09% | 0.1% | 180 | +15 | 0.06% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,224 | 1,223 | 0.0% | 0.0% | 181 | +400 | 1.55% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 25,815 | 1,205 | 0.06% | 0.06% | 182 | +59 | 0.23% | Q1 2026 | May 18, 2026 |
| COFG Advisors, LLC | History | Added to | 25,333 | 1,182 | 0.29% | 0.3% | 183 | +1,592 | 6.71% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Reduced | 25,320 | 1,181 | 0.08% | 0.08% | 184 | -90 | -0.35% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 25,160 | 1,174 | 0.05% | 0.01% | 185 | +20,609 | 452.85% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 24,992 | 1,166 | 0.02% | 0.02% | 186 | +1,218 | 5.12% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 24,978 | 1,165 | 0.12% | 0.14% | 187 | -761 | -2.96% | Q1 2026 | May 04, 2026 |
| Granite Group Advisors, LLC | History | Added to | 24,200 | 1,157 | 0.7% | 0.13% | 188 | +19,800 | 450.0% | Q1 2026 | Apr 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 24,740 | 1,154 | 0.0% | 0.0% | 189 | +2,350 | 10.5% | Q1 2026 | May 08, 2026 |
| Curran Financial Partners, LLC | History | Added to | 24,347 | 1,136 | 0.2% | 0.2% | 190 | +3,445 | 16.48% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,260 | 1,132 | 0.02% | 0.03% | 191 | -23,289 | -48.98% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | New | 24,160 | 1,127 | 1.01% | — | 192 | +24,160 | New | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,339 | 1,089 | 0.08% | 0.09% | 193 | -2,432 | -9.44% | Q1 2026 | Apr 20, 2026 |
| James J. Burns & Company, LLC | History | Added to | 23,257 | 1,085 | 0.15% | 0.15% | 194 | +2,105 | 9.95% | Q1 2026 | Apr 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 22,980 | 1,072 | 0.11% | 0.12% | 195 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 22,724 | 1,060 | 0.01% | 0.01% | 196 | +192 | 0.85% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 22,153 | 1,033 | 0.03% | 0.04% | 197 | -7,314 | -24.82% | Q1 2026 | May 13, 2026 |
| Calydon Capital | History | Added to | 22,150 | 1,033 | 0.17% | 0.19% | 198 | +19 | 0.09% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 21,966 | 1,025 | 0.01% | 0.01% | 200 | +1,589 | 7.8% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 21,968 | 1,025 | 0.02% | 0.02% | 199 | +250 | 1.15% | Q1 2026 | Apr 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 21,940 | 1,023 | 0.53% | 0.64% | 201 | -3,865 | -14.98% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 21,697 | 1,012 | 0.27% | 0.28% | 202 | -880 | -3.9% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 21,592 | 1,007 | 0.04% | 0.07% | 203 | -12,374 | -36.43% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,341 | 1,004 | 0.12% | 0.1% | 204 | +4,960 | 32.25% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,192 | 989 | 0.04% | 0.03% | 205 | +7,994 | 60.57% | Q1 2026 | May 19, 2026 |
| Integrated Advisors Network LLC | History | Added to | 21,074 | 983 | 0.05% | 0.04% | 206 | +2,819 | 15.44% | Q1 2026 | Apr 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 21,053 | 982 | 0.18% | 0.25% | 207 | +3,070 | 17.07% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | New | 20,959 | 978 | 0.03% | — | 208 | +20,959 | New | Q1 2026 | May 11, 2026 |
| Colonial River Investments, LLC | History | Added to | 20,699 | 966 | 0.35% | 0.36% | 209 | +712 | 3.56% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 20,663 | 964 | 0.05% | 0.05% | 210 | +2,136 | 11.53% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 20,563 | 959 | 0.02% | 0.02% | 211 | +360 | 1.78% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,459 | 954 | 0.02% | 0.03% | 212 | -11,295 | -35.57% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 18,396 | 935 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | Added to | 19,639 | 916 | 0.08% | 0.09% | 214 | +25 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 19,472 | 908 | 0.4% | 0.39% | 215 | +2,607 | 15.46% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 19,401 | 905 | 0.15% | 0.17% | 216 | +376 | 1.98% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 19,300 | 900 | 0.03% | 0.03% | 217 | +2,000 | 11.56% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 18,652 | 893 | 0.25% | 0.22% | 218 | +3,919 | 26.6% | Q1 2026 | Apr 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 19,092 | 891 | 0.12% | 0.12% | 219 | +1,702 | 9.79% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 19,058 | 889 | 0.0% | 0.0% | 220 | -811 | -4.08% | Q1 2026 | May 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 18,781 | 876 | 0.15% | 0.16% | 221 | +631 | 3.48% | Q1 2026 | May 05, 2026 |
| David J Yvars Group | History | Reduced | 18,780 | 876 | 0.49% | 0.51% | 222 | -7 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,659 | 875 | 0.07% | 0.07% | 223 | +52 | 0.33% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,352 | 856 | 0.02% | 0.03% | 224 | -2,172 | -10.58% | Q1 2026 | May 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 18,336 | 855 | 0.14% | — | 225 | +18,336 | New | Q1 2026 | Apr 30, 2026 |
| Providence First Trust Co | History | Reduced | 18,299 | 854 | 0.3% | 0.53% | 226 | -11,985 | -39.58% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 18,309 | 854 | 0.09% | 0.11% | 227 | -1,411 | -7.16% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 18,173 | 848 | 0.01% | 0.01% | 228 | +6,126 | 50.85% | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Added to | 17,973 | 838 | 0.27% | 0.13% | 230 | +8,820 | 96.36% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 17,934 | 838 | 0.13% | 0.14% | 229 | +450 | 2.57% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 17,762 | 828 | 0.0% | — | 231 | +17,762 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,717 | 826 | 0.02% | 0.02% | 232 | -35 | -0.2% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 17,647 | 823 | 0.08% | 0.03% | 233 | +12,600 | 249.65% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | Added to | 17,567 | 819 | 0.05% | 0.01% | 234 | +13,445 | 326.18% | Q1 2026 | May 29, 2026 |
| APS Management Group, Inc. | History | Reduced | 17,482 | 815 | 0.7% | 0.78% | 235 | -496 | -2.76% | Q1 2026 | Apr 15, 2026 |
| LRI Investments, LLC | History | Reduced | 17,409 | 812 | 0.07% | 0.07% | 236 | -231 | -1.31% | Q1 2026 | Apr 30, 2026 |
| SFI Advisors, LLC | History | Reduced | 17,149 | 800 | 0.84% | 0.73% | 237 | -5,192 | -23.24% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 17,109 | 798 | 0.02% | 0.01% | 238 | +4,870 | 39.79% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Group | History | Added to | 17,066 | 796 | 0.05% | 0.06% | 239 | +687 | 4.19% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 17,022 | 794 | 0.2% | 0.23% | 240 | +27 | 0.16% | Q1 2026 | Apr 08, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 16,600 | 774 | 0.19% | 0.18% | 241 | +2,375 | 16.7% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 16,500 | 770 | 0.03% | 0.03% | 242 | -170 | -1.02% | Q1 2026 | Apr 28, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 16,068 | 749 | 0.17% | 0.19% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,008 | 747 | 0.05% | 0.04% | 244 | +60 | 0.38% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 15,950 | 744 | 0.06% | 0.06% | 245 | +575 | 3.74% | Q1 2026 | Apr 10, 2026 |
| TSG Advice Partners, LLC | History | Added to | 15,752 | 735 | 0.11% | 0.12% | 246 | +742 | 4.94% | Q1 2026 | Apr 24, 2026 |
| Clarendon Private LLC | History | Added to | 15,727 | 734 | 0.56% | 0.68% | 247 | +13 | 0.08% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 15,696 | 732 | 0.01% | — | 248 | +15,696 | New | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 15,441 | 721 | 0.0% | 0.0% | 249 | +6,065 | 64.69% | Q1 2026 | May 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 15,264 | 712 | 0.48% | 0.5% | 250 | +159 | 1.05% | Q1 2026 | May 07, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 15,194 | 709 | 0.64% | 0.36% | 251 | +8,096 | 114.06% | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Added to | 14,939 | 697 | 0.0% | 0.0% | 252 | +5,697 | 61.64% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | New | 11,013 | 686 | 0.01% | — | 254 | +11,013 | New | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,700 | 686 | 0.0% | 0.0% | 253 | +897 | 6.5% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,535 | 678 | 0.0% | 0.0% | 255 | +3,078 | 26.87% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,516 | 677 | 0.0% | — | 256 | +14,516 | New | Q1 2026 | May 12, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 13,182 | 670 | 0.48% | 0.44% | 257 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,279 | 666 | 0.02% | 0.02% | 258 | +4,920 | 52.57% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,282 | 666 | 0.02% | 0.02% | 259 | +94 | 0.66% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 14,152 | 660 | 0.0% | 0.0% | 260 | +10,925 | 338.55% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,130 | 659 | 0.01% | 0.02% | 261 | -20,270 | -58.92% | Q1 2026 | May 08, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 14,077 | 656 | 0.1% | 0.15% | 262 | -5,934 | -29.65% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 14,025 | 654 | 0.03% | 0.03% | 263 | +2,493 | 21.62% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,829 | 645 | 0.03% | 0.06% | 264 | +1,122 | 8.83% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,805 | 644 | 0.02% | 0.02% | 265 | +1,265 | 10.09% | Q1 2026 | Apr 20, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 13,660 | 637 | 0.07% | 0.48% | 266 | -78,866 | -85.24% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 13,645 | 636 | 0.0% | 0.01% | 268 | -20,576 | -60.13% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,632 | 636 | 0.01% | 0.03% | 267 | -10,887 | -44.4% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 13,617 | 635 | 0.36% | 0.39% | 269 | +112 | 0.83% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 13,550 | 632 | 0.04% | — | 271 | +13,550 | New | Q1 2026 | May 12, 2026 |
| E-Wealth Partners, LLC | History | No change | 12,429 | 632 | 0.53% | 0.53% | 270 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,535 | 631 | 0.0% | 0.0% | 272 | +3,786 | 38.83% | Q1 2026 | May 11, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 13,434 | 626 | 0.32% | 0.32% | 273 | +1,570 | 13.23% | Q1 2026 | May 01, 2026 |
| Peak Planning Group, LLC | History | Added to | 13,417 | 626 | 0.17% | 0.19% | 274 | +303 | 2.31% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,278 | 624 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,250 | 618 | 0.0% | 0.0% | 276 | -2,535 | -16.06% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 13,243 | 618 | 0.01% | 0.01% | 277 | +260 | 2.0% | Q1 2026 | May 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 13,022 | 607 | 0.24% | 1.78% | 278 | -76,487 | -85.45% | Q1 2026 | Apr 08, 2026 |
| Sunpointe, LLC | History | Reduced | 13,026 | 607 | 0.2% | 0.25% | 279 | -1,599 | -10.93% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,812 | 600 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,709 | 593 | 0.07% | — | 281 | +12,709 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,702 | 592 | 0.03% | 0.03% | 282 | +464 | 3.79% | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 12,639 | 589 | 0.03% | 0.04% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WT Wealth Management | History | Reduced | 12,596 | 587 | 0.17% | 0.2% | 285 | -1,008 | -7.41% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 12,594 | 587 | 0.0% | 0.0% | 284 | +50 | 0.4% | Q1 2026 | May 14, 2026 |
| Ciovacco Capital Management LLC | History | New | 12,564 | 586 | 0.34% | — | 286 | +12,564 | New | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,545 | 585 | 0.01% | 0.01% | 287 | +3,028 | 31.82% | Q1 2026 | May 01, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 12,521 | 584 | 0.56% | 0.42% | 288 | +4,040 | 47.64% | Q1 2026 | May 04, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 11,477 | 583 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 12,405 | 578 | 0.07% | 0.04% | 290 | +6,487 | 109.61% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | No change | 12,265 | 572 | 0.38% | 0.38% | 291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 12,200 | 569 | 0.04% | 0.05% | 292 | -1,000 | -7.58% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,987 | 559 | 0.0% | 0.0% | 293 | +155 | 1.31% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 11,962 | 558 | 0.01% | 0.01% | 294 | +885 | 7.99% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 11,816 | 551 | 0.03% | 0.04% | 297 | -1,267 | -9.68% | Q1 2026 | Apr 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,816 | 551 | 0.02% | 0.02% | 295 | -459 | -3.74% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 11,824 | 551 | 0.01% | 0.01% | 296 | +444 | 3.9% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 11,572 | 540 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 11,416 | 532 | 0.02% | 0.02% | 299 | +266 | 2.39% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,296 | 527 | 0.0% | 0.02% | 300 | -37,259 | -76.74% | Q1 2026 | May 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 11,164 | 521 | 0.19% | 0.31% | 301 | -1,027 | -8.42% | Q1 2026 | May 12, 2026 |
| BIRINYI ASSOCIATES INC | History | No change | 11,048 | 516 | 0.14% | 0.14% | 302 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 10,962 | 511 | 0.35% | 0.02% | 303 | +10,522 | 2391.36% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 10,826 | 505 | 0.02% | 0.02% | 304 | +865 | 8.68% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,749 | 501 | 0.0% | 0.0% | 305 | -33 | -0.31% | Q1 2026 | May 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 10,702 | 499 | 0.37% | 0.4% | 306 | -190 | -1.74% | Q1 2026 | Apr 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 10,514 | 490 | 0.32% | 0.14% | 309 | +6,253 | 146.75% | Q1 2026 | May 07, 2026 |
| Alhambra Investment Management LLC | History | No change | 10,515 | 490 | 0.23% | 0.25% | 307 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ADVOCATE GROUP LLC | History | No change | 10,507 | 490 | 0.08% | 0.09% | 308 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 10,434 | 486 | 0.17% | 0.21% | 310 | +2 | 0.02% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,378 | 484 | 0.02% | 0.02% | 311 | +390 | 3.9% | Q1 2026 | Apr 28, 2026 |
| Belvedere Trading LLC | History | Reduced | 10,359 | 483 | 0.0% | 0.0% | 312 | -738 | -6.65% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,292 | 480 | 0.14% | 0.12% | 313 | +2,091 | 25.5% | Q1 2026 | Apr 30, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 10,176 | 474 | 0.4% | 0.24% | 314 | +4,661 | 84.51% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 9,897 | 461 | 0.0% | — | 315 | +9,897 | New | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,796 | 457 | 0.02% | 0.03% | 316 | +4,867 | 98.74% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,658 | 450 | 0.01% | 0.01% | 317 | -1,511 | -13.53% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,591 | 447 | 0.02% | 0.02% | 319 | -1,811 | -15.88% | Q1 2026 | May 11, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 9,592 | 447 | 0.29% | 0.32% | 318 | +25 | 0.26% | Q1 2026 | May 20, 2026 |
| CX Institutional | History | Added to | 9,560 | 446 | 0.01% | 0.01% | 320 | +8 | 0.08% | Q1 2026 | Apr 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,492 | 443 | 0.02% | 0.02% | 321 | -428 | -4.31% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,328 | 435 | 0.02% | 0.03% | 322 | -1,319 | -12.39% | Q1 2026 | Apr 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,309 | 434 | 0.03% | 0.03% | 323 | +607 | 6.98% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,244 | 431 | 0.02% | 0.03% | 324 | -60 | -0.64% | Q1 2026 | May 14, 2026 |
| Vectors Research Management, LLC | History | New | 9,191 | 428 | 0.13% | — | 326 | +9,191 | New | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 9,171 | 428 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SNS Financial Group, LLC | History | Reduced | 9,002 | 420 | 0.04% | 0.04% | 327 | -1,096 | -10.85% | Q1 2026 | Apr 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,876 | 414 | 0.2% | 0.16% | 328 | +2,250 | 33.96% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,836 | 412 | 0.02% | 0.02% | 329 | +2,044 | 30.09% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,811 | 411 | 0.1% | — | 331 | +8,811 | New | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,820 | 411 | 0.02% | 0.03% | 330 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,740 | 407 | 0.28% | 0.27% | 332 | +670 | 8.3% | Q1 2026 | Apr 07, 2026 |
| Columbus Macro, LLC | History | Reduced | 8,705 | 406 | 0.04% | 0.09% | 333 | -6,813 | -43.9% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 8,716 | 406 | 0.01% | 0.01% | 334 | +3,043 | 53.64% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 8,702 | 406 | 0.09% | 0.09% | 335 | +884 | 11.31% | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | Added to | 8,684 | 405 | 0.01% | 0.02% | 336 | +554 | 6.81% | Q1 2026 | Apr 29, 2026 |
| Calamos Advisors LLC | History | New | 8,614 | 402 | 0.0% | — | 338 | +8,614 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 8,614 | 402 | 0.01% | 0.01% | 337 | +2,323 | 36.93% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,550 | 399 | 0.01% | 0.02% | 339 | -2,585 | -28.3% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 8,541 | 398 | 0.14% | 0.07% | 340 | +4,240 | 98.58% | Q1 2026 | May 12, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 8,506 | 396 | 0.36% | 0.96% | 341 | -12,793 | -60.06% | Q1 2026 | Apr 21, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 8,383 | 391 | 0.01% | 0.01% | 342 | +542 | 6.91% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,326 | 389 | 0.0% | 0.0% | 343 | +1,844 | 28.45% | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | Added to | 8,294 | 387 | 0.18% | 0.19% | 344 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Added to | 8,256 | 385 | 0.19% | 0.21% | 345 | +3 | 0.04% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,230 | 384 | 0.01% | 0.01% | 346 | +100 | 1.23% | Q1 2026 | May 11, 2026 |
| COURIER CAPITAL LLC | History | New | 8,199 | 382 | 0.02% | — | 348 | +8,199 | New | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 8,196 | 382 | 0.01% | 0.02% | 347 | -623 | -7.06% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,168 | 381 | 0.02% | 0.03% | 349 | -584 | -6.67% | Q1 2026 | Apr 13, 2026 |
| Madison Asset Management, LLC | History | No change | 8,173 | 381 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,101 | 378 | 0.01% | 0.01% | 351 | +1,118 | 16.01% | Q1 2026 | May 18, 2026 |
| Avestar Capital, LLC | History | No change | 8,070 | 376 | 0.02% | 0.03% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,012 | 373 | 0.0% | 0.0% | 353 | +901 | 12.67% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,876 | 367 | 0.01% | 0.0% | 355 | +3,721 | 89.55% | Q1 2026 | Jun 02, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 7,216 | 367 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,761 | 362 | 0.06% | 0.08% | 356 | -1,993 | -20.43% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 7,747 | 361 | 0.01% | 0.01% | 357 | +768 | 11.0% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | New | 7,622 | 355 | 0.0% | — | 358 | +7,622 | New | Q1 2026 | May 06, 2026 |
| First Financial Group Corp | History | No change | 7,550 | 352 | 0.29% | 0.33% | 359 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SCS Capital Management LLC | History | Reduced | 7,435 | 346 | 0.0% | 0.01% | 361 | -2,520 | -25.31% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 7,425 | 346 | 0.0% | 0.0% | 360 | +190 | 2.63% | Q1 2026 | Apr 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 7,411 | 345 | 0.03% | 0.03% | 362 | +1,223 | 19.76% | Q1 2026 | May 04, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 7,383 | 344 | 0.17% | 0.78% | 364 | -22,170 | -75.02% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,384 | 344 | 0.02% | 0.03% | 363 | -68 | -0.91% | Q1 2026 | May 15, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 7,192 | 335 | 0.06% | 0.07% | 365 | -368 | -4.87% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 7,174 | 334 | 0.01% | 0.01% | 366 | -1,094 | -13.23% | Q1 2026 | Apr 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 7,111 | 331 | 0.14% | 0.24% | 367 | -4,142 | -36.81% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 7,073 | 330 | 0.02% | 0.02% | 368 | +960 | 15.7% | Q1 2026 | Apr 08, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 7,053 | 329 | 0.11% | 0.12% | 369 | +2 | 0.03% | Q1 2026 | Apr 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,030 | 328 | 0.0% | 0.01% | 370 | -6,423 | -47.74% | Q1 2026 | May 01, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 7,038 | 328 | 0.01% | 0.01% | 371 | +100 | 1.44% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 7,010 | 327 | 0.05% | 0.05% | 372 | -96 | -1.35% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 6,903 | 322 | 0.04% | 0.04% | 373 | +458 | 7.11% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,884 | 321 | 0.0% | 0.0% | 374 | -200 | -2.82% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 6,841 | 319 | 0.21% | 0.21% | 375 | +447 | 6.99% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,825 | 318 | 0.0% | 0.0% | 376 | -1,824 | -21.09% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Added to | 6,788 | 315 | 0.17% | 0.14% | 377 | +1,420 | 26.45% | Q1 2026 | Apr 13, 2026 |
| Center For Asset Management LLC | History | Reduced | 6,768 | 315 | 0.16% | 0.18% | 379 | -2 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Abundance Wealth Counselors | History | No change | 6,756 | 315 | 0.05% | 0.06% | 378 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Services Inc | History | Added to | 6,678 | 311 | 0.13% | 0.1% | 380 | +2,019 | 43.34% | Q1 2026 | May 01, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 6,477 | 302 | 0.07% | 0.08% | 381 | +12 | 0.19% | Q1 2026 | May 15, 2026 |
| IPG Investment Advisors LLC | History | Added to | 6,400 | 298 | 0.05% | 0.05% | 382 | +1,100 | 20.75% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 6,400 | 297 | 0.02% | 0.02% | 383 | -1,765 | -21.62% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 6,382 | 297 | 0.0% | 0.0% | 384 | -35 | -0.55% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,308 | 294 | 0.0% | 0.0% | 385 | -503 | -7.39% | Q1 2026 | Apr 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 6,258 | 292 | 0.12% | — | 386 | +6,258 | New | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 6,248 | 291 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 5,708 | 290 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Investment Advisers LLC | History | Added to | 6,109 | 289 | 0.21% | 0.17% | 389 | +1,691 | 38.28% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,413 | 288 | 0.0% | 0.0% | 390 | +4,706 | 99.98% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,181 | 288 | 0.06% | 0.06% | 391 | -302 | -4.66% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 6,156 | 287 | 0.0% | 0.0% | 392 | +767 | 14.23% | Q1 2026 | May 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 6,146 | 286 | 0.2% | — | 394 | +6,146 | New | Q1 2026 | Apr 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,149 | 286 | 0.03% | 0.04% | 393 | -35 | -0.57% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,618 | 285 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 6,101 | 284 | 0.13% | 0.18% | 397 | -663 | -9.8% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,085 | 284 | 0.0% | 0.0% | 396 | +505 | 9.05% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 6,021 | 281 | 0.18% | 0.2% | 398 | +147 | 2.5% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 5,928 | 276 | 0.01% | — | 400 | +5,928 | New | Q1 2026 | Apr 13, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 5,919 | 276 | 0.01% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 5,900 | 275 | 0.06% | 0.05% | 401 | +1,951 | 49.4% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,826 | 271 | 0.01% | 0.09% | 402 | -42,078 | -87.84% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 5,795 | 270 | 0.17% | 0.15% | 403 | +1,527 | 35.78% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | New | 5,722 | 267 | 0.02% | — | 404 | +5,722 | New | Q1 2026 | May 07, 2026 |
| REDW Wealth LLC | History | Reduced | 5,649 | 263 | 0.1% | 0.14% | 405 | -1,622 | -22.31% | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | Added to | 5,650 | 262 | 0.01% | 0.01% | 407 | +400 | 7.62% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,165 | 262 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AtlasMark Financial, Inc | History | No change | 5,091 | 258 | 0.17% | 0.17% | 408 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | New | 5,499 | 256 | 0.0% | — | 410 | +5,499 | New | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 5,500 | 256 | 0.06% | 0.07% | 409 | -326 | -5.6% | Q1 2026 | May 06, 2026 |
| B&D White Capital Company, LLC | History | Added to | 5,478 | 255 | 0.03% | 0.03% | 411 | +4 | 0.07% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 5,370 | 250 | 0.14% | 0.15% | 412 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trexquant Investment LP | History | New | 5,328 | 248 | 0.0% | — | 413 | +5,328 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,304 | 247 | 0.0% | — | 415 | +5,304 | New | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 5,302 | 247 | 0.03% | 0.05% | 414 | +200 | 3.92% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 5,226 | 243 | 0.04% | 0.05% | 416 | -1,290 | -19.8% | Q1 2026 | Apr 22, 2026 |
| Vident Advisory, LLC | History | No change | 5,204 | 242 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,155 | 240 | 0.01% | 0.01% | 418 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,132 | 239 | 0.0% | 0.0% | 419 | -123 | -2.34% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,068 | 236 | 0.0% | 0.0% | 420 | -33 | -0.65% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 5,017 | 234 | 0.08% | 0.09% | 421 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,006 | 233 | 0.06% | 0.06% | 422 | +823 | 19.67% | Q1 2026 | May 06, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 4,577 | 232 | 0.08% | 0.08% | 423 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,892 | 229 | 0.01% | 0.02% | 425 | -2,152 | -30.55% | Q1 2026 | May 12, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 4,908 | 229 | 0.03% | 0.03% | 424 | +4 | 0.08% | Q1 2026 | Apr 30, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 4,900 | 228 | 0.15% | 0.19% | 426 | -1,505 | -23.5% | Q1 2026 | Apr 16, 2026 |
| Jackson Wealth Management, LLC | History | No change | 4,876 | 228 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 4,864 | 227 | 0.02% | 0.03% | 428 | -384 | -7.32% | Q1 2026 | May 07, 2026 |
| Next Capital Management LLC | History | No change | 4,848 | 226 | 0.07% | 0.08% | 429 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,798 | 223 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 4,391 | 223 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,746 | 221 | 0.02% | 0.09% | 432 | -18,205 | -79.32% | Q1 2026 | Apr 08, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 4,292 | 218 | 0.07% | 0.07% | 433 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 4,633 | 216 | 0.02% | 0.02% | 434 | +99 | 2.18% | Q1 2026 | Apr 08, 2026 |
| WorthPointe, LLC | History | No change | 4,525 | 211 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | No change | 4,502 | 210 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 4,475 | 208 | 0.12% | 0.15% | 437 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cannell & Spears LLC | History | No change | 4,410 | 205 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,083 | 190 | 0.0% | 0.0% | 439 | +3,180 | 352.16% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 4,070 | 189 | 0.02% | — | 441 | +4,070 | New | Q1 2026 | Apr 08, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,066 | 189 | 0.16% | 0.17% | 440 | +195 | 5.04% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | New | 4,000 | 186 | 0.01% | — | 443 | +4,000 | New | Q1 2026 | May 19, 2026 |
| HOWE & RUSLING INC | History | No change | 3,989 | 186 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,984 | 185 | 0.01% | 0.01% | 444 | +128 | 3.32% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,350 | 181 | 0.22% | 0.22% | 445 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 3,480 | 162 | 0.03% | 0.03% | 446 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,432 | 160 | 0.0% | 0.01% | 447 | +13 | 0.38% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,179 | 148 | 0.05% | 0.06% | 448 | +2 | 0.06% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | Added to | 3,112 | 145 | 0.01% | 0.01% | 449 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,859 | 133 | 0.04% | — | 451 | +2,859 | New | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,615 | 133 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | New | 2,775 | 129 | 0.03% | — | 452 | +2,775 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,651 | 123 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,378 | 110 | 0.01% | 0.0% | 454 | +1,438 | 152.98% | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | New | 2,225 | 103 | 0.01% | — | 455 | +2,225 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,203 | 102 | 0.02% | — | 456 | +2,203 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,171 | 101 | 0.0% | 0.01% | 458 | -545 | -20.07% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,160 | 101 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 2,036 | 95 | 0.0% | 0.0% | 459 | +753 | 58.69% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,000 | 93 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,995 | 93 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Reduced | 1,985 | 92 | 0.07% | 0.09% | 462 | -463 | -18.91% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,900 | 88 | 0.0% | 0.0% | 463 | -8,550 | -81.82% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 1,827 | 86 | 0.02% | 0.02% | 464 | +638 | 53.66% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | No change | 1,656 | 77 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,615 | 75 | 0.04% | 0.03% | 466 | +375 | 30.24% | Q1 2026 | May 15, 2026 |
| Trask Adam Roland | History | New | 1,547 | 72 | 0.07% | — | 467 | +1,547 | New | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 1,500 | 70 | 0.01% | 0.01% | 468 | +312 | 26.26% | Q1 2026 | May 21, 2026 |
| Dorato Capital Management | History | Reduced | 1,426 | 70 | 0.05% | 0.06% | 469 | -75 | -5.0% | Q1 2026 | Apr 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,465 | 68 | 0.03% | 0.04% | 470 | -614 | -29.53% | Q1 2026 | Apr 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 1,450 | 68 | 0.06% | 0.06% | 471 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,440 | 67 | 0.01% | 0.01% | 473 | +55 | 3.97% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | No change | 1,439 | 67 | 0.05% | 0.05% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,366 | 63 | 0.0% | 0.0% | 475 | +221 | 19.3% | Q1 2026 | Apr 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,367 | 63 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Park Place Capital Corp | History | No change | 1,296 | 60 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,295 | 57 | 0.0% | 0.0% | 477 | +682 | 111.26% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 1,236 | 57 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,217 | 56 | 0.0% | 0.0% | 479 | -8,594 | -87.6% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,189 | 56 | 0.0% | 0.0% | 480 | +7 | 0.59% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,210 | 56 | 0.04% | 0.05% | 481 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,155 | 54 | 0.0% | 0.0% | 482 | -333 | -22.38% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,160 | 54 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,139 | 53 | 0.0% | 0.0% | 484 | +519 | 83.71% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | No change | 1,150 | 53 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,145 | 53 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EFG International AG | History | No change | 1,055 | 49 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 886 | 41 | 0.03% | — | 489 | +886 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 886 | 41 | 0.0% | — | 488 | +882 | 22050.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 831 | 38 | 0.03% | 0.04% | 490 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 802 | 37 | 0.02% | 0.02% | 492 | +60 | 8.09% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Added to | 797 | 37 | 0.02% | 0.02% | 491 | +1 | 0.13% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 689 | 35 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 730 | 34 | 0.0% | 0.0% | 494 | +67 | 10.11% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 715 | 33 | 0.03% | — | 496 | +715 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 739 | 33 | 0.0% | 0.0% | 495 | +161 | 27.85% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 700 | 32 | 0.01% | 0.03% | 497 | -1,000 | -58.82% | Q1 2026 | Apr 23, 2026 |
| Missouri Trust & Investment Co | History | Added to | 700 | 32 | 0.01% | 0.0% | 498 | +404 | 136.49% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 676 | 31 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 656 | 30 | 0.0% | — | 500 | +656 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 624 | 29 | 0.0% | 0.01% | 501 | -1,533 | -71.07% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 609 | 28 | 0.0% | 0.0% | 502 | -101 | -14.23% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 604 | 28 | 0.0% | 0.0% | 505 | +1 | 0.17% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 615 | 28 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WFA of San Diego, LLC | History | No change | 600 | 28 | 0.02% | 0.02% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 569 | 26 | 0.0% | 0.01% | 506 | -22 | -3.72% | Q1 2026 | May 20, 2026 |
| Red Tortoise LLC | History | No change | 541 | 25 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 550 | 25 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 513 | 24 | 0.0% | 0.0% | 509 | +6 | 1.18% | Q1 2026 | May 01, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 500 | 23 | 0.0% | — | 511 | +500 | New | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 511 | 23 | 0.01% | 0.01% | 510 | -10 | -1.92% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | New | 473 | 22 | 0.0% | — | 513 | +473 | New | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 490 | 22 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 468 | 21 | 0.0% | 0.01% | 515 | -937 | -66.69% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | New | 452 | 21 | 0.0% | — | 517 | +452 | New | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | No change | 468 | 21 | 0.0% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vision Retirement, LLC | History | No change | 450 | 21 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 427 | 19 | 0.01% | 0.01% | 520 | -15 | -3.39% | Q1 2026 | Apr 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 407 | 19 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 408 | 19 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | No change | 416 | 19 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | Added to | 402 | 18 | 0.01% | — | 524 | +392 | 3920.0% | Q1 2026 | Apr 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 407 | 18 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 407 | 18 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 373 | 17 | 0.0% | 0.0% | 526 | +323 | 646.0% | Q1 2026 | Apr 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 356 | 17 | 0.0% | 0.0% | 525 | +126 | 54.78% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | New | 345 | 16 | 0.0% | — | 532 | +345 | New | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 356 | 16 | 0.0% | 0.0% | 529 | +100 | 39.06% | Q1 2026 | Apr 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 344 | 16 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 325 | 16 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 358 | 16 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 320 | 16 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 330 | 15 | 0.0% | 0.0% | 533 | -4,700 | -93.44% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 332 | 15 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 320 | 14 | 0.0% | — | 537 | +320 | New | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 300 | 14 | 0.0% | — | 536 | +300 | New | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 300 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 288 | 13 | 0.0% | 0.01% | 538 | -2,034 | -87.6% | Q1 2026 | Apr 29, 2026 |
| Synergy Investment Management, LLC | History | New | 284 | 13 | 0.0% | — | 540 | +284 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 290 | 13 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 266 | 12 | 0.0% | 0.0% | 541 | +25 | 10.37% | Q1 2026 | Apr 10, 2026 |
| IMG Wealth Management, Inc. | History | No change | 277 | 12 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 232 | 11 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 242 | 11 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | Reduced | 215 | 10 | 0.0% | 0.0% | 546 | -1,038 | -82.84% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 229 | 10 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lavaca Capital LLC | History | No change | 233 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 197 | 9 | 0.0% | — | 553 | +197 | New | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 198 | 9 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Crewe Advisors LLC | History | No change | 211 | 9 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 185 | 9 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Hilltop National Bank | History | No change | 200 | 9 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 183 | 8 | 0.0% | 0.0% | 554 | -100 | -35.34% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 155 | 8 | 0.0% | 0.0% | 555 | +65 | 72.22% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 165 | 7 | 0.0% | — | 557 | +165 | New | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 141 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Wealth Management, LLC | History | New | 126 | 5 | 0.0% | — | 562 | +126 | New | Q1 2026 | Apr 28, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | No change | 110 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Silicon Valley Capital Partners | History | New | 102 | 4 | 0.0% | — | 571 | +102 | New | Q1 2026 | May 19, 2026 |
| FRANKLIN RESOURCES INC | History | New | 100 | 4 | 0.0% | — | 570 | +100 | New | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 4 | 0.0% | — | 572 | +100 | New | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Powell Investment Advisors, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Advocates LLC | History | No change | 100 | 4 | 0.02% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PITTENGER & ANDERSON INC | History | New | 80 | 3 | 0.0% | — | 576 | +80 | New | Q1 2026 | May 01, 2026 |
| SFAM, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova Wealth Management, Inc. | History | No change | 74 | 3 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bangor Savings Bank | History | New | 52 | 2 | 0.0% | — | 580 | +52 | New | Q1 2026 | Apr 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 59 | 2 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strive Financial Group ,LLC | History | New | 13 | 1 | 0.0% | — | 582 | +13 | New | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 2.45% | — | -338,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 1.5% | — | -172,818 | -100.0% | Q1 2026 | May 12, 2026 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 3.51% | — | -104,490 | -100.0% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -100,377 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.15% | — | -32,325 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -19,132 | -100.0% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,341 | -100.0% | Q1 2026 | May 15, 2026 |
| Kropog Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -6,297 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -5,886 | -100.0% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,886 | -100.0% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,865 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,632 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,104 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,030 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,628 | -100.0% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,607 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,578 | -100.0% | Q1 2026 | May 12, 2026 |
| J2 Capital Management Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -4,343 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,254 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,210 | -100.0% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,136 | -100.0% | Q1 2026 | May 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,052 | -100.0% | Q1 2026 | May 07, 2026 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,994 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,973 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Dimensions Group, Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,946 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,935 | -100.0% | Q1 2026 | May 01, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,933 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -2,735 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,200 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,198 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,165 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -931 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |