PROFESSIONALLY MANAGED PORTFOLIOS - AKRE
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.
Showing first 300 of
542 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 11,994,065 | 633,886 | 3.4% | 5.62% | 1 | -3,731,314 | -23.73% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,317,279 | 281,018 | 0.57% | 0.59% | 2 | +544,410 | 11.41% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 3,127,633 | 165,295 | 3.59% | 8.29% | 3 | -2,777,241 | -47.03% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,143,434 | 113,280 | 0.03% | 0.05% | 4 | -656,893 | -23.46% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,907,606 | 100,816 | 0.03% | 0.04% | 5 | -401,083 | -17.37% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,219,004 | 64,424 | 0.11% | 0.15% | 6 | -423,999 | -25.81% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,161,413 | 61,380 | 0.0% | 0.01% | 7 | -2,041 | -0.18% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 979,773 | 50,782 | 0.13% | 0.19% | 8 | -92,736 | -8.65% | Q1 2026 | Apr 30, 2026 |
| Chemistry Wealth Management LLC | History | New | 892,017 | 47,143 | 8.29% | — | 9 | +892,017 | New | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 862,906 | 45,135 | 0.07% | 0.12% | 10 | -382,140 | -30.69% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Reduced | 807,998 | 42,702 | 8.83% | 10.48% | 11 | -1,128 | -0.14% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 797,393 | 42,142 | 0.68% | 2.71% | 12 | -1,215,269 | -60.38% | Q1 2026 | Apr 21, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 684,610 | 36,181 | 11.39% | 13.74% | 13 | +73,116 | 11.96% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 609,888 | 32,232 | 0.01% | 0.02% | 14 | -515,368 | -45.8% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 567,991 | 30,018 | 0.04% | 0.06% | 15 | -9,419,434 | -94.31% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 524,363 | 27,712 | 0.01% | 0.01% | 16 | -345,393 | -39.71% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 523,382 | 27,697 | 0.06% | 0.06% | 17 | -195,815 | -27.23% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 517,403 | 27,344 | 0.06% | 0.07% | 18 | -37,163 | -6.7% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 506,706 | 26,779 | 0.0% | 0.01% | 19 | -306,494 | -37.69% | Q1 2026 | May 05, 2026 |
| Urban Financial Advisory Corp | History | Added to | 478,499 | 25,288 | 8.94% | 11.32% | 20 | +38,233 | 8.68% | Q1 2026 | May 08, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 470,807 | 24,882 | 5.93% | 8.16% | 21 | -78,220 | -14.25% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 404,525 | 21,379 | 0.02% | 0.06% | 22 | -395,668 | -49.45% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 402,853 | 21,290 | 0.16% | 0.23% | 23 | -28,588 | -6.63% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 391,859 | 20,709 | 0.74% | — | 24 | +391,859 | New | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 374,032 | 19,767 | 0.02% | 0.02% | 25 | +56,285 | 17.71% | Q1 2026 | May 13, 2026 |
| Affiance Financial, LLC | History | Reduced | 372,314 | 19,676 | 3.19% | 6.92% | 26 | -284,344 | -43.3% | Q1 2026 | Apr 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 348,740 | 18,430 | 2.66% | 3.15% | 27 | +4,586 | 1.33% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 344,645 | 18,214 | 0.25% | 0.55% | 28 | -237,391 | -40.79% | Q1 2026 | Apr 08, 2026 |
| Basepoint Wealth LLC | History | New | 335,521 | 17,732 | 10.14% | — | 29 | +335,521 | New | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 308,228 | 16,289 | 0.02% | 0.02% | 30 | -4,440 | -1.42% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 301,707 | 15,945 | 0.0% | 0.0% | 31 | -67,186 | -18.21% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 296,618 | 15,676 | 1.81% | 2.55% | 32 | -15,992 | -5.12% | Q1 2026 | May 08, 2026 |
| Cross Staff Investments Inc | History | Added to | 291,935 | 15,428 | 7.82% | 10.45% | 33 | +2,305 | 0.8% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 290,008 | 15,329 | 0.09% | 0.15% | 34 | -93,315 | -24.34% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 272,588 | 14,406 | 0.06% | 0.09% | 35 | -37,572 | -12.11% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 267,778 | 14,152 | 0.16% | 0.38% | 36 | -246,527 | -47.93% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 257,248 | 13,595 | 0.02% | 0.03% | 37 | -60,744 | -19.1% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 246,329 | 13,018 | 0.71% | 1.76% | 38 | -221,282 | -47.32% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 238,669 | 12,613 | 0.0% | 0.0% | 39 | +16,260 | 7.31% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 230,108 | 12,161 | 0.0% | 0.0% | 40 | -8,321 | -3.49% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 228,670 | 12,085 | 0.01% | 0.02% | 41 | -46,394 | -16.87% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 220,716 | 11,664 | 1.0% | 1.33% | 42 | -21,664 | -8.94% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 203,222 | 10,739 | 0.02% | 0.01% | 43 | +67,802 | 50.07% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 201,344 | 10,641 | 0.04% | 0.06% | 44 | -33,448 | -14.25% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 197,223 | 10,423 | 0.02% | 0.01% | 45 | +135,481 | 219.43% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 178,622 | 9,440 | 0.23% | 0.29% | 46 | +868 | 0.49% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 176,379 | 9,321 | 0.0% | 0.0% | 47 | +160,113 | 984.34% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 165,226 | 8,732 | 0.04% | 0.06% | 48 | -17,388 | -9.52% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | New | 164,419 | 8,689 | 0.03% | — | 49 | +164,419 | New | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 163,525 | 8,627 | 0.65% | 0.61% | 50 | +10,724 | 7.02% | Q1 2026 | May 20, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 159,964 | 8,454 | 5.74% | 12.44% | 51 | -117,990 | -42.45% | Q1 2026 | Apr 23, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 152,654 | 8,044 | 1.79% | 2.2% | 52 | -818 | -0.53% | Q1 2026 | Apr 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 150,165 | 7,936 | 3.2% | 4.47% | 53 | -18,260 | -10.84% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 147,752 | 7,808 | 0.14% | 0.19% | 54 | -11,133 | -7.01% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 147,245 | 7,781 | 0.04% | 0.06% | 55 | -8,606 | -5.52% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 142,417 | 7,526 | 0.0% | 0.0% | 56 | -8,135 | -5.4% | Q1 2026 | May 04, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 141,335 | 7,469 | 3.26% | 8.36% | 57 | -151,970 | -51.81% | Q1 2026 | May 04, 2026 |
| Mendel Capital Management LLC | History | New | 136,816 | 7,230 | 3.64% | — | 58 | +136,816 | New | Q1 2026 | Apr 21, 2026 |
| JBR Co Financial Management Inc | History | No change | 108,793 | 7,127 | 2.98% | 2.98% | 59 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 136,323 | 7,095 | 0.0% | 0.0% | 60 | +123,501 | 963.2% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 132,503 | 7,002 | 0.01% | 0.02% | 61 | -48,583 | -26.83% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 131,989 | 6,975 | 0.03% | 0.03% | 62 | +3,974 | 3.1% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 128,806 | 6,807 | 0.02% | 0.02% | 63 | -18,130 | -12.34% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 128,401 | 6,785 | 0.01% | 0.01% | 64 | +42,406 | 49.31% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 125,166 | 6,615 | 0.05% | 0.06% | 65 | -640 | -0.51% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 124,921 | 6,602 | 0.75% | 1.1% | 66 | -24,611 | -16.46% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | Added to | 124,634 | 6,586 | 0.23% | 0.02% | 67 | +114,179 | 1092.1% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 121,591 | 6,426 | 0.07% | 0.1% | 68 | -5,581 | -4.39% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 149,944 | 6,190 | 0.01% | 0.01% | 69 | -83,150 | -35.67% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 113,354 | 5,990 | 0.09% | 0.31% | 70 | -163,124 | -59.0% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 110,356 | 5,832 | 0.27% | 0.46% | 71 | -46,007 | -29.42% | Q1 2026 | Apr 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 110,274 | 5,827 | 1.05% | 1.82% | 72 | -35,305 | -24.25% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 107,333 | 5,672 | 0.0% | 0.0% | 73 | +10,827 | 11.22% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 104,359 | 5,515 | 0.01% | 0.01% | 74 | -13,834 | -11.7% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 102,517 | 5,418 | 2.1% | 4.24% | 75 | -31,751 | -23.65% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 79,164 | 5,186 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 97,070 | 5,130 | 1.25% | 1.57% | 77 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lynx Investment Advisory | History | Added to | 89,139 | 4,710 | 2.25% | 3.13% | 78 | +1,672 | 1.91% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 89,098 | 4,708 | 0.02% | 0.02% | 79 | -1,183 | -1.31% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 87,898 | 4,645 | 0.03% | 0.03% | 80 | +9,693 | 12.39% | Q1 2026 | Apr 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 87,231 | 4,610 | 0.21% | 0.31% | 81 | -19,766 | -18.47% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 86,775 | 4,586 | 0.05% | 0.07% | 82 | -4,347 | -4.77% | Q1 2026 | May 06, 2026 |
| Ehrenkranz Partners L.P. | History | Reduced | 83,495 | 4,412 | 3.49% | 6.97% | 83 | -10,447 | -11.12% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 82,282 | 4,348 | 0.57% | 0.76% | 84 | -10,519 | -11.34% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 78,251 | 4,135 | 0.25% | 0.54% | 85 | -94,007 | -54.57% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 58,294 | 3,807 | 0.13% | 0.14% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Annandale Capital, LLC | History | Reduced | 71,868 | 3,798 | 0.54% | 0.77% | 87 | -26,638 | -27.04% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 63,883 | 3,376 | 0.66% | 0.97% | 88 | -113 | -0.18% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 62,370 | 3,296 | 0.3% | 0.38% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 60,957 | 3,221 | 0.01% | 0.01% | 90 | -17,675 | -22.48% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 59,685 | 3,154 | 0.18% | 0.21% | 91 | +3,781 | 6.76% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | New | 57,814 | 3,055 | 0.02% | — | 92 | +57,814 | New | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 57,252 | 3,025 | 0.02% | 0.03% | 93 | -1,660 | -2.82% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 56,706 | 2,996 | 0.05% | 0.16% | 94 | -92,802 | -62.07% | Q1 2026 | Apr 14, 2026 |
| Karras Company, Inc. | History | Reduced | 56,430 | 2,982 | 3.02% | 5.15% | 95 | -24,148 | -29.97% | Q1 2026 | Apr 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 56,200 | 2,970 | 0.17% | 0.24% | 96 | -7,439 | -11.69% | Q1 2026 | Apr 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | New | 55,689 | 2,943 | 0.86% | — | 97 | +55,689 | New | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | No change | 55,355 | 2,925 | 0.04% | 0.06% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Marion Wealth Management | History | Reduced | 54,758 | 2,893 | 0.64% | 0.81% | 99 | -3,388 | -5.83% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 54,540 | 2,882 | 0.01% | 0.02% | 100 | -1,498 | -2.67% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 53,740 | 2,840 | 0.03% | 0.04% | 101 | -2 | -0.0% | Q1 2026 | May 11, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 52,809 | 2,790 | 0.47% | 0.67% | 102 | -3,420 | -6.08% | Q1 2026 | May 01, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 51,200 | 2,705 | 0.61% | 1.95% | 104 | -75,517 | -59.6% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 51,197 | 2,705 | 0.02% | 0.03% | 103 | -4,351 | -7.83% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 49,616 | 2,659 | 0.17% | 0.22% | 105 | -4,351 | -8.06% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 49,696 | 2,626 | 0.99% | 1.31% | 106 | -29 | -0.06% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,211 | 2,600 | 0.0% | 0.0% | 107 | -1,130 | -2.24% | Q1 2026 | May 05, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 48,090 | 2,541 | 0.99% | 1.17% | 108 | -1,159 | -2.35% | Q1 2026 | Apr 29, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 47,996 | 2,536 | 1.63% | 2.59% | 109 | -13,486 | -21.93% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 46,239 | 2,443 | 0.09% | 0.12% | 110 | -2,251 | -4.64% | Q1 2026 | Apr 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 46,004 | 2,431 | 0.28% | 0.36% | 111 | -1,655 | -3.47% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 37,119 | 2,431 | 1.31% | 1.31% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 46,006 | 2,431 | 0.05% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | Added to | 45,350 | 2,396 | 0.9% | 1.17% | 114 | +141 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Lafayette Investments, Inc. | History | Added to | 45,292 | 2,393 | 0.48% | 0.55% | 115 | +704 | 1.58% | Q1 2026 | Apr 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 44,784 | 2,366 | 0.5% | 0.99% | 116 | -24,939 | -35.77% | Q1 2026 | Apr 10, 2026 |
| Calamos Advisors LLC | History | New | 44,302 | 2,341 | 0.01% | — | 118 | +44,302 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 44,302 | 2,341 | 0.08% | 0.12% | 117 | -9,404 | -17.51% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 35,500 | 2,324 | 0.01% | 0.02% | 119 | -17,392 | -32.88% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 41,557 | 2,217 | 0.07% | 0.12% | 120 | -9,425 | -18.49% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 41,347 | 2,185 | 0.02% | 0.04% | 121 | -6,546 | -13.67% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 40,546 | 2,142 | 0.26% | 0.27% | 122 | +6,411 | 18.78% | Q1 2026 | May 05, 2026 |
| RM Financial Services, LLC | History | Added to | 40,135 | 2,121 | 1.83% | 1.52% | 123 | +13,962 | 53.35% | Q1 2026 | May 14, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | Reduced | 40,056 | 2,116 | 0.91% | 1.16% | 124 | -757 | -1.85% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 39,678 | 2,096 | 0.01% | 0.02% | 125 | -7,081 | -15.14% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 39,598 | 2,092 | 0.33% | 0.9% | 126 | -54,276 | -57.82% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 47,188 | 2,077 | 0.0% | 0.01% | 127 | +5,302 | 12.66% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 38,750 | 2,047 | 0.04% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 36,851 | 2,046 | 0.05% | 0.07% | 129 | -8,979 | -19.59% | Q1 2026 | May 04, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 30,501 | 1,998 | 1.19% | 1.19% | 130 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Value Investment Professionals, LLC | History | New | 37,401 | 1,976 | 1.81% | — | 131 | +37,401 | New | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 37,238 | 1,968 | 0.06% | 0.07% | 132 | -807 | -2.12% | Q1 2026 | Apr 29, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,334 | 1,920 | 0.11% | 0.13% | 133 | -978 | -2.62% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 35,933 | 1,899 | 0.04% | 0.04% | 134 | +10,121 | 39.21% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 35,196 | 1,860 | 0.02% | 0.03% | 135 | +250 | 0.72% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Reduced | 34,002 | 1,797 | 0.23% | 0.29% | 136 | -296 | -0.86% | Q1 2026 | Apr 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 33,926 | 1,792 | 0.13% | 0.14% | 137 | -407 | -1.19% | Q1 2026 | Apr 14, 2026 |
| Aspect Partners, LLC | History | Reduced | 33,769 | 1,784 | 0.73% | 1.05% | 138 | -2,955 | -8.05% | Q1 2026 | Apr 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 32,641 | 1,725 | 0.11% | 0.15% | 139 | -1,342 | -3.95% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 31,625 | 1,671 | 0.07% | 0.11% | 140 | -4,218 | -11.77% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 30,247 | 1,598 | 0.0% | — | 141 | +30,247 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 29,879 | 1,579 | 0.01% | 0.02% | 142 | -4,451 | -12.97% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 29,495 | 1,558 | 0.12% | 0.17% | 143 | -3,039 | -9.34% | Q1 2026 | Apr 22, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 29,161 | 1,541 | 0.21% | 0.44% | 144 | -20,492 | -41.27% | Q1 2026 | Apr 20, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 28,634 | 1,513 | 0.02% | 0.07% | 145 | -44,818 | -61.02% | Q1 2026 | May 11, 2026 |
| Envision Financial Transparency, LLC | History | New | 27,923 | 1,476 | 1.43% | — | 146 | +27,923 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 27,661 | 1,461 | 0.02% | 0.03% | 147 | -3,590 | -11.49% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 27,599 | 1,458 | 0.19% | — | 148 | +27,599 | New | Q1 2026 | Apr 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 27,500 | 1,453 | 1.01% | 1.23% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 27,425 | 1,449 | 0.02% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COMERICA BANK | History | No change | 21,915 | 1,435 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 26,945 | 1,424 | 0.01% | 0.01% | 152 | +79 | 0.29% | Q1 2026 | May 04, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 26,933 | 1,423 | 0.61% | 0.82% | 153 | -3,619 | -11.85% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 26,565 | 1,403 | 0.1% | 0.12% | 154 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 25,973 | 1,372 | 0.04% | 0.06% | 155 | -471 | -1.78% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 25,852 | 1,366 | 0.06% | 0.07% | 156 | -4,382 | -14.49% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 25,851 | 1,366 | 0.09% | 0.12% | 157 | -2,157 | -7.7% | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 25,812 | 1,364 | 0.83% | 1.08% | 158 | +1,552 | 6.4% | Q1 2026 | Apr 20, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 24,927 | 1,317 | 0.68% | 0.86% | 159 | -755 | -2.94% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 24,882 | 1,315 | 0.43% | 0.55% | 160 | -262 | -1.04% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Reduced | 24,764 | 1,308 | 0.02% | 0.02% | 161 | -817 | -3.19% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 41,757 | 1,307 | 0.0% | 0.0% | 162 | +21,975 | 111.09% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,534 | 1,296 | 0.01% | 0.01% | 163 | -1,309 | -5.07% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 23,434 | 1,238 | 0.05% | 0.1% | 164 | -8,154 | -25.81% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 22,342 | 1,180 | 0.0% | 0.0% | 165 | -1,699 | -7.07% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 22,230 | 1,174 | 0.03% | 0.05% | 166 | -15,008 | -40.3% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 22,161 | 1,171 | 0.05% | 0.11% | 167 | -14,545 | -39.63% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 21,957 | 1,160 | 0.01% | — | 168 | +21,957 | New | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 21,546 | 1,138 | 0.08% | 0.1% | 169 | -629 | -2.84% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 21,271 | 1,124 | 0.02% | 0.03% | 170 | -1,524 | -6.69% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 20,887 | 1,103 | 0.09% | 0.11% | 171 | -1,187 | -5.38% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 20,521 | 1,084 | 0.0% | 0.0% | 172 | -3,536 | -14.7% | Q1 2026 | May 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 20,262 | 1,070 | 0.52% | 0.95% | 173 | -11,929 | -37.06% | Q1 2026 | May 08, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 19,885 | 1,050 | 0.11% | 0.16% | 174 | -3,046 | -13.28% | Q1 2026 | May 07, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 19,856 | 1,049 | 0.03% | 0.04% | 175 | -821 | -3.97% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,565 | 1,034 | 0.0% | 0.0% | 176 | -28,001 | -58.87% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 19,502 | 1,030 | 0.02% | 0.1% | 177 | -43,759 | -69.17% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 19,464 | 1,028 | 0.03% | 0.04% | 178 | -15 | -0.08% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,425 | 1,026 | 0.0% | 0.0% | 179 | +17,585 | 955.71% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 19,153 | 1,012 | 0.01% | — | 180 | +19,153 | New | Q1 2026 | Apr 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 19,115 | 1,010 | 0.14% | 0.28% | 181 | -12,171 | -38.9% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 18,661 | 986 | 0.09% | 0.1% | 182 | -6,897 | -26.99% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 18,367 | 970 | 0.01% | 0.01% | 183 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,211 | 962 | 0.02% | 0.03% | 184 | +287 | 1.6% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 17,778 | 939 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Marble Wealth, LLC | History | Reduced | 17,663 | 933 | 0.16% | 0.17% | 186 | -525 | -2.89% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 17,636 | 932 | 0.14% | 0.28% | 187 | -11,099 | -38.63% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,661 | 930 | 0.01% | 0.01% | 188 | +2,144 | 13.82% | Q1 2026 | Apr 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 17,400 | 919 | 0.12% | — | 189 | +17,400 | New | Q1 2026 | Apr 08, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 17,383 | 918 | 0.21% | 0.29% | 190 | -1,488 | -7.89% | Q1 2026 | Apr 08, 2026 |
| PDS Planning, Inc | History | No change | 17,108 | 904 | 0.06% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 17,028 | 899 | 0.01% | 0.03% | 192 | -10,585 | -38.33% | Q1 2026 | Apr 08, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 17,003 | 898 | 0.01% | 0.03% | 193 | -19,152 | -52.97% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | Reduced | 16,987 | 897 | 0.56% | 0.78% | 194 | -1,422 | -7.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,873 | 891 | 0.01% | 0.02% | 195 | -1,702 | -9.16% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,682 | 881 | 0.01% | 0.05% | 196 | -94,184 | -84.95% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 16,661 | 880 | 0.01% | 0.05% | 197 | -51,440 | -75.53% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,594 | 876 | 0.03% | 0.03% | 198 | -1,126 | -6.35% | Q1 2026 | May 14, 2026 |
| FORBES J M & CO LLP | History | Reduced | 16,558 | 875 | 0.07% | 0.11% | 199 | -3,654 | -18.08% | Q1 2026 | Apr 16, 2026 |
| ODonnell Financial Services, LLC | History | No change | 16,498 | 871 | 0.3% | 0.37% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,461 | 869 | 0.0% | 0.0% | 201 | -769 | -4.46% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 13,209 | 865 | 0.23% | 0.23% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 16,237 | 858 | 0.15% | 0.22% | 203 | -1,775 | -9.85% | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 15,989 | 845 | 0.03% | 0.04% | 204 | +553 | 3.58% | Q1 2026 | Apr 24, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 15,517 | 820 | 0.06% | 0.25% | 205 | -39,598 | -71.85% | Q1 2026 | Apr 20, 2026 |
| Allen Capital Group, LLC | History | No change | 12,106 | 793 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 14,497 | 786 | 0.28% | 0.37% | 207 | -336 | -2.27% | Q1 2026 | May 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 14,836 | 784 | 0.5% | 0.65% | 208 | -55 | -0.37% | Q1 2026 | Apr 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 14,791 | 782 | 0.02% | 0.03% | 209 | -2,228 | -13.09% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | New | 54,853 | 773 | 0.03% | — | 210 | +54,853 | New | Q1 2026 | Apr 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,607 | 771 | 0.0% | 0.0% | 211 | -13,684 | -48.37% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | No change | 14,452 | 763 | 0.51% | 0.58% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 14,377 | 759 | 0.06% | 0.1% | 213 | -1,892 | -11.63% | Q1 2026 | Apr 15, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 14,318 | 756 | 0.16% | 0.29% | 214 | -4,946 | -25.67% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 35,172 | 744 | 0.01% | 0.01% | 215 | +28,770 | 449.39% | Q1 2026 | Apr 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 14,068 | 743 | 0.33% | 0.39% | 216 | -79 | -0.56% | Q1 2026 | May 05, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 13,929 | 736 | 0.03% | 0.03% | 217 | -228 | -1.61% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,724 | 725 | 0.0% | 0.0% | 218 | +1,453 | 11.84% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,003 | 720 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triad Investment Management | History | New | 13,347 | 705 | 0.83% | — | 221 | +13,347 | New | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Reduced | 13,053 | 705 | 0.18% | 0.24% | 220 | -1,800 | -12.12% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,574 | 692 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,886 | 681 | 0.01% | 0.02% | 223 | -16,518 | -56.18% | Q1 2026 | Apr 20, 2026 |
| Demars Financial Group, LLC | History | No change | 12,749 | 673 | 0.22% | 0.28% | 224 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 12,361 | 653 | 0.5% | 0.63% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 11,734 | 620 | 0.16% | 0.16% | 226 | -1,373 | -10.48% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 11,732 | 620 | 0.31% | 0.42% | 227 | -749 | -6.0% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 11,674 | 616 | 0.16% | 0.21% | 228 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 11,647 | 615 | 0.07% | 0.1% | 229 | -1,647 | -12.39% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,337 | 599 | 0.01% | 0.02% | 230 | -1,724 | -13.2% | Q1 2026 | May 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,847 | 573 | 0.0% | 0.01% | 231 | -7,401 | -40.56% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,822 | 571 | 0.01% | 0.01% | 232 | -4,003 | -27.0% | Q1 2026 | May 12, 2026 |
| Commerce Advisors, LLC | History | New | 10,682 | 564 | 0.47% | — | 233 | +10,682 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | No change | 10,406 | 549 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,376 | 548 | 0.02% | 0.04% | 235 | -4,038 | -28.01% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,269 | 541 | 0.01% | 0.01% | 236 | -2,195 | -17.61% | Q1 2026 | May 14, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 10,126 | 535 | 0.26% | 0.4% | 239 | -2,085 | -17.07% | Q1 2026 | May 05, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 10,135 | 535 | 0.26% | 0.36% | 238 | -849 | -7.73% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,129 | 535 | 0.0% | 0.0% | 237 | +71 | 0.71% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,078 | 532 | 0.0% | — | 240 | +10,078 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | New | 10,011 | 529 | 0.0% | — | 241 | +10,011 | New | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,887 | 522 | 0.01% | — | 242 | +9,887 | New | Q1 2026 | Apr 27, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 9,848 | 520 | 0.05% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,805 | 518 | 0.0% | 0.01% | 244 | +417 | 4.44% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,538 | 517 | 0.04% | 0.08% | 245 | -5,273 | -35.6% | Q1 2026 | May 01, 2026 |
| Colorado Capital Management, Inc. | History | No change | 9,761 | 516 | 0.19% | 0.24% | 246 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 9,752 | 515 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 9,320 | 492 | 0.01% | — | 248 | +9,320 | New | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,133 | 482 | 0.0% | — | 249 | +9,133 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 9,041 | 477 | 0.01% | 0.01% | 250 | -920 | -9.24% | Q1 2026 | Apr 16, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 9,021 | 476 | 0.22% | 0.36% | 251 | -2,125 | -19.07% | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,966 | 473 | 0.02% | — | 253 | +8,966 | New | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 8,965 | 473 | 0.01% | — | 252 | +8,965 | New | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,929 | 471 | 0.04% | 0.05% | 254 | -269 | -2.92% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,906 | 470 | 0.01% | 0.01% | 255 | -1,500 | -14.41% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Added to | 8,903 | 470 | 0.02% | 0.03% | 256 | +331 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | No change | 8,828 | 467 | 0.02% | 0.03% | 257 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,732 | 461 | 0.02% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 60,533 | 456 | 0.02% | 0.03% | 259 | -72,082 | -54.35% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Reduced | 8,364 | 442 | 0.04% | 0.07% | 260 | -867 | -9.39% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Reduced | 8,349 | 441 | 0.0% | 0.0% | 261 | -1,994 | -19.28% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,278 | 437 | 0.06% | 0.09% | 262 | -591 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Summit Asset Management, LLC | History | Added to | 8,254 | 436 | 0.06% | 0.08% | 263 | +18 | 0.22% | Q1 2026 | May 08, 2026 |
| Ellenbecker Investment Group | History | No change | 8,218 | 434 | 0.06% | 0.08% | 264 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 8,204 | 433 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,155 | 430 | 0.0% | 0.0% | 266 | -1,249 | -13.28% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,056 | 425 | 0.02% | 0.03% | 267 | +4,028 | 100.0% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,632 | 403 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 7,542 | 398 | 0.04% | 0.05% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMG National Trust Bank | History | No change | 7,497 | 396 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 7,457 | 394 | 0.01% | 0.02% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,429 | 392 | 0.01% | 0.01% | 272 | +676 | 10.01% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 7,364 | 389 | 0.03% | 0.54% | 274 | -83,248 | -91.87% | Q1 2026 | Apr 20, 2026 |
| Destination Wealth Management | History | Added to | 7,366 | 389 | 0.01% | 0.01% | 273 | +150 | 2.08% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,989 | 388 | 0.01% | 0.01% | 275 | -3,404 | -29.88% | Q1 2026 | May 15, 2026 |
| IAM Advisory, LLC | History | New | 7,323 | 387 | 0.09% | — | 276 | +7,323 | New | Q1 2026 | Apr 10, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,320 | 386 | 0.03% | 0.04% | 277 | -1,031 | -12.35% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 7,237 | 382 | 0.05% | 0.08% | 279 | -1,400 | -16.21% | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | No change | 7,229 | 382 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,205 | 380 | 0.0% | 0.01% | 280 | -3,607 | -33.36% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 7,169 | 378 | 0.04% | 0.05% | 281 | -905 | -11.21% | Q1 2026 | May 04, 2026 |
| Hudson Value Partners, LLC | History | New | 7,143 | 377 | 0.11% | — | 282 | +7,143 | New | Q1 2026 | Apr 14, 2026 |
| Annex Advisory Services, LLC | History | New | 7,114 | 375 | 0.01% | — | 283 | +7,114 | New | Q1 2026 | Apr 16, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 7,067 | 373 | 0.14% | 0.17% | 284 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Reduced | 7,000 | 369 | 0.02% | 0.03% | 285 | -1,500 | -17.65% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 6,979 | 368 | 0.0% | 0.0% | 286 | -2,253 | -24.4% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 6,894 | 364 | 0.04% | 0.05% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,851 | 362 | 0.02% | 0.02% | 288 | +248 | 3.76% | Q1 2026 | Apr 17, 2026 |
| Hardy Reed LLC | History | No change | 6,849 | 361 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | No change | 6,800 | 359 | 0.01% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covenant Partners, LLC | History | No change | 5,473 | 358 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Canal Capital Management, LLC | History | Reduced | 6,687 | 353 | 0.05% | 1.63% | 292 | -168,545 | -96.18% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Asset Management LLC | History | Added to | 6,687 | 353 | 0.24% | 0.23% | 293 | +800 | 13.59% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 6,649 | 351 | 0.03% | 0.07% | 294 | -4,768 | -41.76% | Q1 2026 | Apr 22, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,555 | 346 | 0.0% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,492 | 343 | 0.0% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meridian Financial Partners LLC | History | New | 6,464 | 340 | 0.13% | — | 297 | +6,464 | New | Q1 2026 | Apr 15, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 6,371 | 336 | 0.16% | 0.2% | 298 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 6,301 | 333 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,261 | 330 | 0.02% | 0.03% | 300 | -543 | -7.98% | Q1 2026 | May 12, 2026 |