VANGUARD BOND INDEX FUNDS - BLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,645,822 | 938,559 | 0.25% | 0.23% | 1 | +2,711,886 | 24.8% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 3,056,314 | 210,213 | 0.06% | 0.06% | 2 | -179,592 | -5.55% | Q1 2026 | May 06, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,627,194 | 180,698 | 5.23% | 5.21% | 3 | +65,347 | 2.55% | Q1 2026 | May 04, 2026 |
| Karpus Management, Inc. | History | Added to | 1,970,328 | 135,519 | 4.23% | 4.19% | 4 | +5,660 | 0.29% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,746,908 | 120,152 | 0.85% | 0.88% | 5 | +87,304 | 5.26% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,547,205 | 106,416 | 0.02% | 0.02% | 6 | +124,511 | 8.75% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,529,141 | 105,174 | 0.02% | 0.02% | 7 | -359,990 | -19.06% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,235,200 | 84,957 | 0.01% | 0.0% | 8 | +577,868 | 87.91% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,113,617 | 76,595 | 0.01% | 0.01% | 9 | +23,070 | 2.12% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,013,713 | 69,723 | 0.01% | 0.01% | 10 | -107,775 | -9.61% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,008,831 | 69,387 | 0.07% | 0.08% | 11 | +2,123 | 0.21% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 799,210 | 54,969 | 0.0% | 0.0% | 12 | +145,238 | 22.21% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 708,167 | 48,735 | 0.07% | 0.07% | 13 | -10,064 | -1.4% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 688,328 | 47,343 | 2.66% | 3.33% | 14 | -207,439 | -23.16% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 665,452 | 45,770 | 0.12% | 0.12% | 15 | -180 | -0.03% | Q1 2026 | Apr 30, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 599,208 | 41,213 | 12.56% | 12.64% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 546,790 | 37,608 | 0.09% | 0.08% | 17 | +58,683 | 12.02% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 502,234 | 34,915 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 488,743 | 33,615 | 0.13% | — | 19 | +488,743 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 475,734 | 32,720 | 0.0% | 0.0% | 20 | +337,268 | 243.57% | Q1 2026 | May 05, 2026 |
| Ocean Park Asset Management, LLC | History | New | 475,100 | 32,677 | 1.89% | — | 21 | +475,100 | New | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 458,611 | 31,543 | 0.17% | 0.58% | 22 | -1,921,013 | -80.73% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 453,674 | 31,215 | 0.01% | 0.01% | 23 | -16,965 | -3.6% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 428,258 | 29,455 | 0.02% | 0.01% | 24 | +141,843 | 49.52% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 426,197 | 29,313 | 0.04% | 0.04% | 25 | +9,091 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 387,748 | 26,669 | 2.24% | 2.21% | 26 | -22,472 | -5.48% | Q1 2026 | May 07, 2026 |
| Strong Tower Advisory Services | History | Added to | 340,500 | 23,419 | 4.41% | 3.91% | 27 | +26,597 | 8.47% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 309,382 | 21,279 | 0.01% | 0.01% | 28 | -12,787 | -3.97% | Q1 2026 | May 04, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 300,689 | 20,596 | 15.97% | — | 29 | +300,689 | New | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 294,083 | 20,227 | 0.13% | 0.12% | 30 | +22,189 | 8.16% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | New | 292,118 | 20,091 | 1.07% | — | 32 | +292,118 | New | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 292,105 | 20,091 | 0.89% | 1.1% | 31 | -60,786 | -17.23% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 282,580 | 19,435 | 0.17% | 0.12% | 33 | +43,624 | 18.26% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 268,586 | 18,473 | 0.01% | 0.01% | 34 | +6,173 | 2.35% | Q1 2026 | May 14, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 268,348 | 18,456 | 4.85% | 4.76% | 35 | +3,092 | 1.17% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 260,533 | 17,919 | 1.68% | 1.7% | 36 | +24,642 | 10.45% | Q1 2026 | Apr 16, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 254,550 | 17,507 | 4.95% | 4.58% | 37 | -167,887 | -39.74% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 247,401 | 17,016 | 0.05% | 0.05% | 38 | -29,953 | -10.8% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 231,633 | 15,931 | 0.49% | 0.3% | 39 | +113,717 | 96.44% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 230,794 | 15,874 | 0.0% | — | 40 | +230,794 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 219,498 | 15,097 | 0.01% | 0.01% | 41 | +18,100 | 8.99% | Q1 2026 | May 12, 2026 |
| Waterford Advisors, LLC | History | New | 192,529 | 15,075 | 4.78% | — | 42 | +192,529 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 208,305 | 14,327 | 0.03% | 0.03% | 43 | -685 | -0.33% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 202,610 | 13,935 | 0.32% | 0.33% | 44 | +5,406 | 2.74% | Q1 2026 | May 15, 2026 |
| Idaho Trust Co | History | Added to | 200,803 | 13,811 | 4.49% | 4.01% | 45 | +26,806 | 15.41% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 191,207 | 13,193 | 0.07% | 0.06% | 46 | +23,061 | 13.71% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 189,086 | 13,001 | 0.02% | 0.02% | 47 | +9,301 | 5.17% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 186,037 | 12,795 | 0.01% | 0.01% | 48 | -15,394 | -7.64% | Q1 2026 | May 08, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 181,934 | 12,513 | 8.33% | 8.25% | 49 | +9,057 | 5.24% | Q1 2026 | Apr 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 178,704 | 12,292 | 0.16% | 0.13% | 50 | +32,280 | 22.05% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 173,123 | 11,907 | 0.25% | 0.25% | 51 | +4,994 | 2.97% | Q1 2026 | Apr 27, 2026 |
| Vertrix Wealth Management, LLC | History | New | 162,216 | 11,157 | 4.11% | — | 52 | +162,216 | New | Q1 2026 | Apr 24, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 162,084 | 11,148 | 8.58% | 7.11% | 53 | +23,635 | 17.07% | Q1 2026 | Apr 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 157,594 | 10,839 | 1.53% | 1.54% | 54 | +3,907 | 2.54% | Q1 2026 | Apr 20, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 154,303 | 10,612 | 5.48% | 5.31% | 55 | +2,647 | 1.75% | Q1 2026 | May 01, 2026 |
| NYL Investors LLC | History | No change | 143,828 | 9,892 | 3.74% | 3.4% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 138,806 | 9,547 | 0.01% | 0.01% | 57 | -2,299 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 138,313 | 9,513 | 0.11% | 0.11% | 58 | -568 | -0.41% | Q1 2026 | May 05, 2026 |
| Summit Wealth Group, LLC | History | Added to | 137,433 | 9,452 | 2.17% | 2.08% | 59 | +9,591 | 7.5% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 134,335 | 9,206 | 0.0% | 0.0% | 60 | +122,537 | 1038.63% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Added to | 131,992 | 9,078 | 3.83% | 3.85% | 61 | +4,062 | 3.18% | Q1 2026 | May 01, 2026 |
| Addison Capital Co | History | New | 125,393 | 8,624 | 1.53% | — | 62 | +125,393 | New | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 122,598 | 8,432 | 0.14% | 0.12% | 63 | +15,829 | 14.83% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | New | 116,093 | 7,984 | 0.13% | — | 64 | +116,093 | New | Q1 2026 | May 05, 2026 |
| One Wealth Map LLC | History | Added to | 113,876 | 7,778 | 3.65% | 3.93% | 65 | +2,384 | 2.14% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 110,414 | 7,594 | 0.29% | 0.39% | 66 | -39,169 | -26.19% | Q1 2026 | May 12, 2026 |
| Parker Financial LLC | History | Added to | 105,656 | 7,247 | 2.9% | 2.77% | 67 | +7,551 | 7.7% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 102,897 | 7,077 | 0.0% | 0.0% | 68 | +68,766 | 201.48% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 98,102 | 6,747 | 0.38% | 0.35% | 69 | +13,983 | 16.62% | Q1 2026 | Apr 09, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 97,467 | 6,703 | 0.2% | 0.18% | 70 | +9,990 | 11.42% | Q1 2026 | Apr 14, 2026 |
| PFW Advisors LLC | History | Added to | 97,243 | 6,688 | 2.1% | 2.0% | 71 | +1,954 | 2.05% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 96,568 | 6,641 | 1.72% | 1.63% | 72 | +6,664 | 7.41% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,369 | 6,559 | 0.14% | 0.11% | 73 | +20,879 | 28.03% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 94,867 | 6,524 | 0.18% | 0.16% | 74 | +2,639 | 2.86% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 93,524 | 6,432 | 0.01% | 0.01% | 75 | +17,369 | 22.81% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 89,260 | 6,139 | 1.07% | 0.85% | 76 | +18,542 | 26.22% | Q1 2026 | Apr 17, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 89,248 | 6,138 | 3.72% | 3.46% | 77 | +9,900 | 12.48% | Q1 2026 | Apr 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 88,406 | 6,080 | 2.2% | 2.52% | 78 | -19,768 | -18.27% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 87,167 | 5,995 | 0.07% | 0.06% | 79 | +7,673 | 9.65% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 86,085 | 5,920 | 0.12% | 0.12% | 80 | +4,279 | 5.23% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,934 | 5,824 | 0.0% | 0.0% | 81 | +1,889 | 2.25% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 82,874 | 5,700 | 0.22% | — | 82 | +82,874 | New | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 82,488 | 5,673 | 0.0% | 0.0% | 83 | -255,435 | -75.59% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 82,264 | 5,658 | 0.19% | 0.19% | 84 | +5,848 | 7.65% | Q1 2026 | Apr 07, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 81,122 | 5,579 | 1.66% | 1.58% | 85 | +122 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 80,585 | 5,542 | 1.16% | 1.19% | 86 | +3,644 | 4.74% | Q1 2026 | Apr 30, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 79,717 | 5,482 | 3.99% | 4.55% | 87 | +18,265 | 29.72% | Q1 2026 | Apr 23, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 76,904 | 5,289 | 2.08% | 2.04% | 88 | +1,858 | 2.48% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 76,521 | 5,263 | 0.01% | 0.01% | 89 | +2,546 | 3.44% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 71,938 | 4,947 | 0.27% | 0.28% | 90 | +727 | 1.02% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 70,416 | 4,843 | 0.61% | 0.62% | 91 | +1,305 | 1.89% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 70,584 | 4,835 | 0.05% | 0.06% | 92 | -7,380 | -9.47% | Q1 2026 | Apr 07, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 69,797 | 4,800 | 2.4% | 2.45% | 93 | +51 | 0.07% | Q1 2026 | Apr 21, 2026 |
| SEEDS INVESTOR LLC | History | New | 65,738 | 4,565 | 0.62% | — | 94 | +65,738 | New | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 66,343 | 4,563 | 0.13% | 0.15% | 95 | -10,484 | -13.65% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 64,951 | 4,467 | 1.01% | 0.96% | 96 | +3,090 | 5.0% | Q1 2026 | Apr 22, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 63,571 | 4,372 | 1.58% | 1.53% | 97 | +4,311 | 7.27% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 63,267 | 4,351 | 0.02% | 0.02% | 98 | +2,332 | 3.83% | Q1 2026 | Apr 24, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 62,869 | 4,324 | 2.88% | 3.47% | 99 | -15,619 | -19.9% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 61,522 | 4,231 | 0.03% | 0.03% | 100 | +635 | 1.04% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 60,569 | 4,165 | 0.05% | 0.05% | 101 | -2,747 | -4.34% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 58,290 | 4,009 | 0.11% | 0.1% | 102 | +955 | 1.67% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 58,403 | 3,989 | 2.56% | 2.81% | 103 | +429 | 0.74% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 57,165 | 3,931 | 0.3% | 0.27% | 104 | +5,133 | 9.87% | Q1 2026 | Apr 08, 2026 |
| Eddie Patel Inc | History | New | 56,772 | 3,904 | 3.0% | — | 105 | +56,772 | New | Q1 2026 | May 11, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 56,613 | 3,893 | 0.51% | 0.47% | 106 | +5,538 | 10.84% | Q1 2026 | May 04, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 56,499 | 3,886 | 3.24% | 3.21% | 107 | +655 | 1.17% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 55,204 | 3,796 | 0.04% | 0.04% | 108 | +4,137 | 8.1% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,798 | 3,740 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,685 | 3,692 | 0.06% | 0.07% | 110 | +4,631 | 9.44% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 53,643 | 3,689 | 0.94% | 0.92% | 111 | +3,499 | 6.98% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Management, Inc. | History | Added to | 53,014 | 3,646 | 1.25% | 1.19% | 112 | +4,001 | 8.16% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,600 | 3,480 | 0.02% | 0.02% | 113 | +2,393 | 4.96% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 48,562 | 3,340 | 0.23% | 0.17% | 114 | +20,720 | 74.42% | Q1 2026 | May 18, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 46,865 | 3,223 | 1.99% | 2.24% | 115 | -6,029 | -11.4% | Q1 2026 | Apr 22, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 46,118 | 3,171 | 1.71% | 1.81% | 116 | +198 | 0.43% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 43,130 | 2,966 | 0.75% | 0.68% | 117 | +868 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Reduced | 43,011 | 2,958 | 0.47% | 0.58% | 118 | -10,144 | -19.08% | Q1 2026 | Apr 09, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 40,655 | 2,796 | 1.87% | 3.13% | 119 | -25,835 | -38.86% | Q1 2026 | Apr 29, 2026 |
| BANK OF HAWAII | History | Added to | 38,020 | 2,615 | 0.14% | 0.13% | 120 | +356 | 0.95% | Q1 2026 | May 14, 2026 |
| Shelter Mutual Insurance Co | History | No change | 38,000 | 2,613 | 0.58% | 0.59% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 37,938 | 2,609 | 0.09% | 0.07% | 122 | +8,485 | 28.81% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 37,176 | 2,584 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 37,506 | 2,579 | 0.07% | 0.01% | 124 | +31,048 | 480.77% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 37,082 | 2,523 | 0.07% | 0.2% | 125 | -30,533 | -45.16% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 36,578 | 2,515 | 0.03% | — | 126 | +36,578 | New | Q1 2026 | Apr 28, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 36,498 | 2,510 | 1.52% | 1.48% | 127 | +632 | 1.76% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 36,348 | 2,500 | 0.01% | 0.01% | 128 | -3,417 | -8.59% | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 36,248 | 2,493 | 1.57% | 1.51% | 129 | +1,796 | 5.21% | Q1 2026 | Apr 07, 2026 |
| Horizons Wealth Management | History | Added to | 36,023 | 2,477 | 1.62% | 1.63% | 130 | +138 | 0.38% | Q1 2026 | Apr 02, 2026 |
| Womack Financial LLC | History | Reduced | 35,985 | 2,475 | 1.82% | 1.92% | 131 | -1,431 | -3.82% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,779 | 2,460 | 0.0% | 0.0% | 132 | +35,505 | 12958.03% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,183 | 2,419 | 0.01% | 0.01% | 133 | +1,319 | 3.89% | Q1 2026 | May 05, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 34,477 | 2,396 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 34,310 | 2,359 | 0.05% | 0.04% | 135 | +1,571 | 4.8% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 33,941 | 2,334 | 0.03% | 0.04% | 136 | +496 | 1.48% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,838 | 2,318 | 0.08% | 0.08% | 137 | +1,915 | 6.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 33,073 | 2,275 | 0.02% | 0.02% | 138 | +4,663 | 16.41% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 158,657 | 2,262 | 0.1% | 0.05% | 139 | -34,729 | -17.96% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 32,640 | 2,244 | 0.14% | — | 140 | +32,640 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 31,642 | 2,176 | 0.01% | 0.01% | 141 | +1,464 | 4.85% | Q1 2026 | May 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 31,606 | 2,173 | 1.05% | 0.48% | 142 | +17,704 | 127.35% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Reduced | 30,887 | 2,124 | 0.05% | 0.06% | 143 | -3,170 | -9.31% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,740 | 2,045 | 0.0% | 0.0% | 144 | +539 | 1.85% | Q1 2026 | May 05, 2026 |
| Veratis Advisors, Inc. | History | No change | 28,382 | 2,020 | 1.6% | 1.6% | 145 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 28,732 | 1,976 | 0.0% | 0.0% | 146 | -1,081 | -3.63% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,421 | 1,954 | 0.01% | 0.02% | 147 | -44,023 | -60.77% | Q1 2026 | Apr 30, 2026 |
| FDx Advisors, Inc. | History | Reduced | 27,965 | 1,923 | 0.61% | 1.03% | 148 | -1,147 | -3.94% | Q1 2026 | May 01, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 25,875 | 1,779 | 0.21% | 0.11% | 149 | +13,846 | 115.11% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,829 | 1,776 | 0.11% | 0.11% | 150 | +1,331 | 5.43% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 24,587 | 1,691 | 0.04% | 0.04% | 151 | +3,288 | 15.44% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,375 | 1,670 | 0.11% | 0.08% | 152 | +643 | 2.71% | Q1 2026 | Apr 24, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 23,967 | 1,648 | 0.75% | 0.76% | 153 | -214 | -0.88% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 23,916 | 1,644 | 0.12% | 0.14% | 154 | -2,082 | -8.01% | Q1 2026 | Apr 14, 2026 |
| Ascent Wealth Partners, LLC | History | New | 23,629 | 1,625 | 0.19% | — | 155 | +23,629 | New | Q1 2026 | May 06, 2026 |
| Prostatis Group LLC | History | Reduced | 23,439 | 1,612 | 0.41% | 0.44% | 156 | -2,976 | -11.27% | Q1 2026 | May 12, 2026 |
| HT Partners LLC | History | Added to | 23,100 | 1,588 | 0.48% | 0.47% | 157 | +332 | 1.46% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 22,933 | 1,577 | 0.0% | 0.0% | 158 | -1,490 | -6.1% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | No change | 21,538 | 1,481 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 21,415 | 1,472 | 0.42% | 0.55% | 160 | -6,432 | -23.1% | Q1 2026 | May 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 21,379 | 1,470 | 0.42% | 0.45% | 161 | -1,072 | -4.77% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Added to | 21,345 | 1,468 | 0.63% | 0.68% | 162 | +902 | 4.41% | Q1 2026 | May 07, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 21,285 | 1,463 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 21,128 | 1,453 | 0.0% | 0.0% | 164 | +4,631 | 28.07% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 19,826 | 1,363 | 0.06% | 0.05% | 165 | +3,781 | 23.56% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,931 | 1,302 | 0.03% | 0.03% | 166 | +701 | 3.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,800 | 1,293 | 0.0% | 0.0% | 167 | +2,800 | 17.5% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 18,795 | 1,292 | 0.07% | 0.07% | 168 | +1,267 | 7.23% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,208 | 1,252 | 0.0% | 0.03% | 169 | -290,724 | -94.11% | Q1 2026 | May 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 18,151 | 1,248 | 0.68% | 0.69% | 170 | +150 | 0.83% | Q1 2026 | Apr 22, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 17,911 | 1,238 | 0.62% | 0.77% | 171 | -2,375 | -11.71% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 17,565 | 1,208 | 0.3% | 0.29% | 172 | +1,656 | 10.41% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 17,563 | 1,207 | 0.03% | 0.03% | 173 | +642 | 3.79% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 16,979 | 1,167 | 0.09% | 0.11% | 174 | -3,951 | -18.88% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 16,223 | 1,115 | 0.03% | 0.03% | 175 | +1,286 | 8.61% | Q1 2026 | May 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 15,727 | 1,077 | 0.55% | — | 176 | +15,727 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,320 | 1,053 | 0.02% | 0.03% | 177 | -9,460 | -38.18% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,083 | 1,037 | 0.12% | — | 178 | +15,083 | New | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,897 | 1,024 | 0.32% | 0.32% | 179 | +559 | 3.9% | Q1 2026 | May 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 14,282 | 982 | 0.33% | 0.33% | 180 | +1,248 | 9.57% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,223 | 978 | 0.01% | 0.01% | 181 | +3,944 | 38.37% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 14,179 | 975 | 0.07% | — | 182 | +14,179 | New | Q1 2026 | Apr 20, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 14,124 | 971 | 0.84% | 1.03% | 183 | -3,330 | -19.08% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 13,972 | 960 | 0.0% | 0.0% | 184 | -22,452 | -61.64% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 13,946 | 959 | 0.03% | 0.07% | 185 | -16,775 | -54.6% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 13,760 | 946 | 0.37% | 0.35% | 186 | +1,436 | 11.65% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | No change | 13,716 | 943 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,685 | 941 | 0.01% | 0.01% | 188 | +2,505 | 22.41% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 13,101 | 901 | 0.03% | 0.03% | 189 | -467 | -3.44% | Q1 2026 | May 15, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 13,006 | 894 | 1.01% | 0.88% | 190 | +1,592 | 13.95% | Q1 2026 | Apr 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 12,659 | 870 | 0.14% | 0.15% | 191 | -567 | -4.29% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,629 | 868 | 0.01% | 0.02% | 192 | +843 | 7.15% | Q1 2026 | May 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 12,496 | 859 | 0.12% | 0.23% | 193 | -11,508 | -47.94% | Q1 2026 | Apr 08, 2026 |
| Bank of Marin | History | Reduced | 12,178 | 837 | 0.61% | 0.63% | 194 | -944 | -7.19% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,064 | 829 | 0.16% | 0.15% | 195 | +1,697 | 16.37% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 11,956 | 822 | 0.05% | 0.03% | 196 | +3,985 | 49.99% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,915 | 819 | 0.04% | 0.04% | 197 | +969 | 8.85% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 11,827 | 807 | 0.18% | 0.2% | 198 | +323 | 2.81% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,202 | 770 | 0.03% | 0.05% | 199 | -7,593 | -40.4% | Q1 2026 | Apr 28, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 11,150 | 767 | 0.35% | 0.41% | 201 | -1,840 | -14.16% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 11,159 | 767 | 0.0% | 0.0% | 200 | +629 | 5.97% | Q1 2026 | May 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 11,126 | 765 | 0.45% | 0.81% | 203 | -9,024 | -44.78% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,126 | 765 | 0.01% | 0.01% | 202 | +1,202 | 12.11% | Q1 2026 | Apr 23, 2026 |
| CMC Financial Group | History | New | 10,991 | 755 | 1.48% | — | 204 | +10,991 | New | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Reduced | 10,597 | 728 | 0.12% | 0.14% | 205 | -1,325 | -11.11% | Q1 2026 | May 08, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 10,468 | 719 | 0.43% | 0.41% | 206 | +34 | 0.33% | Q1 2026 | May 01, 2026 |
| Security Financial Services, INC. | History | No change | 10,311 | 716 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,357 | 713 | 0.0% | 0.0% | 208 | -4,611 | -30.81% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 10,260 | 706 | 0.26% | 0.28% | 209 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,923 | 682 | 0.0% | 0.0% | 211 | +842 | 9.27% | Q1 2026 | May 08, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 9,920 | 682 | 0.38% | 0.44% | 210 | -458 | -4.41% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 9,890 | 680 | 0.04% | 0.05% | 212 | -179 | -1.78% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 9,667 | 664 | 0.01% | — | 213 | +9,667 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,651 | 663 | 0.03% | — | 215 | +9,651 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 9,640 | 663 | 0.08% | 0.14% | 214 | -786 | -7.54% | Q1 2026 | May 18, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,555 | 657 | 0.0% | 0.0% | 216 | -299 | -3.03% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 9,418 | 647 | 0.16% | 0.14% | 217 | +272 | 2.97% | Q1 2026 | Apr 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 9,325 | 641 | 0.2% | 0.19% | 218 | +468 | 5.28% | Q1 2026 | May 01, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 9,265 | 637 | 0.19% | 0.28% | 219 | -1,900 | -17.02% | Q1 2026 | May 08, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 9,187 | 631 | 0.26% | 0.31% | 220 | -767 | -7.71% | Q1 2026 | Apr 07, 2026 |
| Roundview Capital LLC | History | No change | 9,094 | 625 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,986 | 615 | 0.03% | 0.03% | 222 | +18 | 0.2% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,847 | 608 | 0.05% | 0.02% | 223 | +4,943 | 126.61% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 8,684 | 597 | 0.31% | 0.28% | 224 | +942 | 12.17% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,659 | 595 | 0.02% | 0.02% | 225 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 8,618 | 592 | 0.15% | 0.17% | 226 | -189 | -2.15% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | New | 8,289 | 570 | 0.23% | — | 227 | +8,289 | New | Q1 2026 | May 20, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,134 | 559 | 0.18% | 0.2% | 228 | +42 | 0.52% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | New | 8,065 | 554 | 0.01% | — | 229 | +8,065 | New | Q1 2026 | Apr 28, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 7,910 | 544 | 0.11% | 0.12% | 230 | -53 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 7,542 | 518 | 0.37% | 0.41% | 231 | -418 | -5.25% | Q1 2026 | May 19, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,142 | 491 | 0.02% | 0.02% | 232 | +201 | 2.9% | Q1 2026 | May 14, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 6,974 | 479 | 0.14% | 0.08% | 233 | +2,846 | 68.94% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,947 | 477 | 0.0% | — | 234 | +6,947 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 6,753 | 464 | 0.0% | 0.0% | 235 | +3,043 | 82.02% | Q1 2026 | May 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 6,630 | 455 | 0.25% | 0.25% | 236 | +224 | 3.5% | Q1 2026 | May 14, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 6,581 | 452 | 0.4% | 0.54% | 237 | -1,903 | -22.43% | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 6,479 | 445 | 0.09% | 1.21% | 238 | -78,427 | -92.37% | Q1 2026 | Apr 21, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 6,457 | 444 | 0.21% | 0.18% | 239 | +1,003 | 18.39% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | New | 6,441 | 443 | 0.08% | — | 240 | +6,441 | New | Q1 2026 | May 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 6,222 | 427 | 0.21% | 0.22% | 241 | +172 | 2.84% | Q1 2026 | Apr 22, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 6,191 | 426 | 0.04% | 0.04% | 242 | -750 | -10.81% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 6,157 | 423 | 0.05% | 0.05% | 243 | -28 | -0.45% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,144 | 422 | 0.03% | 0.05% | 244 | -3,026 | -33.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Management | History | Reduced | 6,062 | 416 | 0.48% | 0.47% | 245 | -22 | -0.36% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 5,839 | 401 | 0.03% | 0.04% | 247 | -345 | -5.58% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,847 | 401 | 0.0% | 0.0% | 246 | -165 | -2.74% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 5,541 | 400 | 0.27% | — | 248 | +5,541 | New | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,814 | 399 | 0.0% | 0.0% | 249 | -274 | -4.5% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,782 | 397 | 0.17% | 0.19% | 250 | -30 | -0.52% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,706 | 392 | 0.0% | 0.0% | 251 | -1,142 | -16.68% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,528 | 384 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 5,567 | 382 | 0.19% | 0.26% | 253 | -1,575 | -22.05% | Q1 2026 | Apr 17, 2026 |
| Southland Equity Partners LLC | History | Added to | 5,564 | 382 | 0.07% | 0.08% | 254 | +36 | 0.65% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,472 | 376 | 0.0% | 0.01% | 255 | -599 | -9.87% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Added to | 5,459 | 375 | 0.19% | 0.19% | 256 | +276 | 5.33% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,210 | 358 | 0.02% | 0.02% | 257 | +703 | 15.6% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 4,980 | 342 | 0.01% | — | 258 | +4,980 | New | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | New | 4,924 | 338 | 0.27% | — | 259 | +4,924 | New | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,914 | 337 | 0.1% | 0.1% | 260 | +14 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Reduced | 4,850 | 333 | 0.02% | 0.03% | 261 | -1,025 | -17.45% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,807 | 330 | 0.04% | 0.05% | 262 | -1,261 | -20.78% | Q1 2026 | May 04, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,757 | 327 | 0.11% | 0.2% | 263 | -3,413 | -41.77% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,751 | 324 | 0.04% | 0.05% | 264 | +172 | 3.76% | Q1 2026 | May 06, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 4,665 | 324 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,688 | 322 | 0.0% | 0.0% | 266 | +4,670 | 25944.44% | Q1 2026 | May 11, 2026 |
| VestGen Investment Management | History | Reduced | 4,623 | 317 | 0.17% | 0.22% | 267 | -1,185 | -20.4% | Q1 2026 | May 12, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,546 | 312 | 0.04% | 0.04% | 268 | -293 | -6.05% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Added to | 4,534 | 311 | 0.02% | 0.02% | 269 | +27 | 0.6% | Q1 2026 | Apr 13, 2026 |
| CHAPIN DAVIS, INC. | History | New | 4,427 | 304 | 0.07% | — | 270 | +4,427 | New | Q1 2026 | Apr 21, 2026 |
| United Financial Planning Group LLC | History | Added to | 4,314 | 296 | 0.17% | 0.18% | 272 | +24 | 0.56% | Q1 2026 | May 08, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,259 | 296 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 4,215 | 289 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sequent Planning LLC | History | New | 4,133 | 284 | 0.07% | — | 274 | +4,133 | New | Q1 2026 | Apr 21, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 4,063 | 282 | 0.16% | 0.16% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Diversified Trust Co | History | No change | 4,002 | 275 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 3,980 | 273 | 0.14% | 0.12% | 277 | -51 | -1.27% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,938 | 272 | 0.01% | 0.01% | 278 | +1,031 | 35.47% | Q1 2026 | May 04, 2026 |
| Claris Financial LLC | History | New | 3,869 | 266 | 0.15% | — | 279 | +3,869 | New | Q1 2026 | May 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,843 | 264 | 0.01% | 0.03% | 280 | -9,104 | -70.32% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,837 | 263 | 0.0% | 0.0% | 281 | +305 | 8.64% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 3,822 | 262 | 0.04% | 0.09% | 282 | -5,643 | -59.62% | Q1 2026 | May 14, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 3,356 | 260 | 0.19% | — | 284 | +3,356 | New | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 4,050 | 260 | 0.07% | 0.07% | 283 | +323 | 8.67% | Q1 2026 | May 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 3,701 | 254 | 0.11% | 0.1% | 285 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,690 | 253 | 0.0% | 0.0% | 286 | -1,334 | -26.55% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 3,693 | 253 | 0.05% | 0.04% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 3,597 | 247 | 0.0% | 0.0% | 288 | -18 | -0.5% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 3,574 | 245 | 0.0% | — | 289 | +3,574 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 3,492 | 240 | 0.0% | 0.0% | 290 | +26 | 0.75% | Q1 2026 | May 15, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 3,463 | 238 | 0.03% | 0.03% | 291 | -299 | -7.95% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | New | 3,325 | 227 | 0.04% | — | 292 | +3,325 | New | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,269 | 224 | 0.0% | 0.0% | 293 | +72 | 2.25% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | No change | 3,242 | 222 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 3,238 | 222 | 0.21% | 0.2% | 295 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hedeker Wealth, LLC | History | No change | 3,211 | 220 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,197 | 219 | 0.04% | 0.04% | 297 | -224 | -6.55% | Q1 2026 | Apr 21, 2026 |
| Compass Ion Advisors, LLC | History | No change | 3,171 | 218 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,156 | 217 | 0.0% | 0.0% | 299 | +245 | 8.42% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,100 | 213 | 0.0% | 0.0% | 300 | -1,111 | -26.38% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,080 | 211 | 0.0% | 0.0% | 301 | -228 | -6.89% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 3,062 | 210 | 0.01% | 0.01% | 302 | -1,271 | -29.33% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,039 | 209 | 0.0% | — | 304 | +3,039 | New | Q1 2026 | Apr 14, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 3,050 | 209 | 0.09% | 0.09% | 303 | -253 | -7.66% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Added to | 3,032 | 208 | 0.0% | 0.0% | 305 | +32 | 1.07% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 3,034 | 208 | 0.03% | 0.03% | 306 | +21 | 0.7% | Q1 2026 | Apr 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 3,007 | 206 | 0.01% | 0.01% | 307 | +72 | 2.45% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 2,968 | 204 | 0.06% | 0.04% | 308 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,947 | 202 | 0.01% | 0.01% | 309 | -1,161 | -28.26% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | New | 2,915 | 200 | 0.03% | — | 310 | +2,915 | New | Q1 2026 | Apr 21, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 2,570 | 176 | 0.06% | 0.06% | 311 | +256 | 11.06% | Q1 2026 | Apr 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,477 | 170 | 0.07% | 0.06% | 312 | +67 | 2.78% | Q1 2026 | Apr 14, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 2,462 | 169 | 0.13% | 0.13% | 313 | +69 | 2.88% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 2,435 | 167 | 0.01% | 0.01% | 314 | +39 | 1.63% | Q1 2026 | Apr 22, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 2,359 | 162 | 0.0% | 0.88% | 315 | -698,318 | -99.66% | Q1 2026 | Apr 10, 2026 |
| City State Bank | History | Reduced | 2,194 | 150 | 0.04% | 0.2% | 316 | -8,415 | -79.32% | Q1 2026 | Apr 20, 2026 |
| Capital Advisor Network LLC | History | New | 2,183 | 150 | 0.18% | — | 317 | +2,183 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,163 | 148 | 0.0% | 0.0% | 318 | +779 | 56.29% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,157 | 148 | 0.01% | 0.01% | 319 | -48 | -2.18% | Q1 2026 | Apr 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,083 | 143 | 0.03% | 0.02% | 320 | +433 | 26.24% | Q1 2026 | May 11, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 1,918 | 132 | 0.03% | 0.03% | 321 | -152 | -7.34% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,877 | 129 | 0.01% | 0.01% | 322 | +41 | 2.23% | Q1 2026 | May 18, 2026 |
| Caldwell Trust Co | History | New | 1,870 | 128 | 0.01% | — | 324 | +1,870 | New | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,864 | 128 | 0.0% | 0.0% | 323 | +1,814 | 3628.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,788 | 122 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,703 | 117 | 0.07% | 0.08% | 327 | +148 | 9.52% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,711 | 117 | 0.01% | 0.01% | 326 | +125 | 7.88% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,574 | 108 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,533 | 105 | 0.02% | 0.02% | 329 | -94 | -5.78% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,502 | 103 | 0.0% | 0.0% | 330 | +1,220 | 432.62% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 1,489 | 102 | 0.03% | 0.03% | 331 | +229 | 18.17% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,465 | 100 | 0.0% | 0.0% | 333 | -1,082 | -42.48% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,461 | 100 | 0.0% | 0.0% | 332 | +612 | 72.08% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,415 | 98 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,371 | 94 | 0.05% | 0.04% | 335 | +215 | 18.6% | Q1 2026 | May 07, 2026 |
| Global Assets Advisory, LLC | History | New | 6,074 | 89 | 0.03% | — | 336 | +6,074 | New | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 1,251 | 86 | 0.0% | — | 337 | +1,251 | New | Q1 2026 | Apr 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,037 | 71 | 0.01% | 0.01% | 339 | -300 | -22.44% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,035 | 71 | 0.01% | 0.01% | 338 | +1 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 998 | 68 | 0.01% | 0.02% | 340 | -4 | -0.4% | Q1 2026 | May 11, 2026 |
| Pioneer Family Office, LLC | History | No change | 996 | 68 | 0.04% | 0.05% | 341 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 877 | 60 | 0.0% | 0.0% | 343 | +676 | 336.32% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 882 | 60 | 0.02% | 0.02% | 342 | +51 | 6.14% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 844 | 58 | 0.0% | 0.0% | 344 | +6 | 0.72% | Q1 2026 | Apr 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 767 | 52 | 0.01% | 0.01% | 345 | +274 | 55.58% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 760 | 52 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | Reduced | 713 | 49 | 0.01% | 0.02% | 347 | -262 | -26.87% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 679 | 46 | 0.0% | 0.0% | 348 | +555 | 447.58% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 629 | 43 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 530 | 36 | 0.0% | 0.0% | 350 | -48 | -8.3% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 471 | 32 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | No change | 440 | 30 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 434 | 29 | 0.0% | 0.08% | 354 | -49,050 | -99.12% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Added to | 431 | 29 | 0.0% | 0.0% | 353 | +3 | 0.7% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 412 | 28 | 0.01% | 0.04% | 355 | -818 | -66.5% | Q1 2026 | May 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 413 | 28 | 0.01% | — | 356 | +413 | New | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 385 | 26 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 372 | 25 | 0.0% | 0.0% | 359 | +222 | 148.0% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Reduced | 369 | 25 | 0.0% | 0.0% | 358 | -150 | -28.9% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 362 | 24 | 0.0% | 0.0% | 360 | +22 | 6.47% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 325 | 22 | 0.0% | 0.0% | 361 | -38 | -10.47% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 295 | 20 | 0.02% | — | 363 | +295 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 302 | 20 | 0.0% | 0.0% | 362 | -16 | -5.03% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 277 | 19 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 249 | 17 | 0.0% | 0.03% | 366 | -2,705 | -91.57% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 259 | 17 | 0.0% | — | 367 | +259 | New | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 250 | 17 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 245 | 16 | 0.01% | 0.01% | 369 | +9 | 3.81% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 239 | 16 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Reduced | 221 | 15 | 0.0% | 0.01% | 370 | -252 | -53.28% | Q1 2026 | Apr 24, 2026 |
| Community Bank, N.A. | History | Reduced | 215 | 14 | 0.0% | 0.01% | 371 | -684 | -76.08% | Q1 2026 | May 12, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 213 | 14 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 178 | 12 | 0.01% | — | 374 | +178 | New | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 177 | 12 | 0.0% | 0.0% | 373 | +20 | 12.74% | Q1 2026 | May 01, 2026 |
| Bangor Savings Bank | History | Added to | 174 | 11 | 0.0% | 0.0% | 375 | +116 | 200.0% | Q1 2026 | Apr 01, 2026 |
| Dunhill Financial, LLC | History | Reduced | 145 | 9 | 0.0% | 0.89% | 376 | -52,013 | -99.72% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | New | 144 | 9 | 0.03% | — | 378 | +144 | New | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | No change | 137 | 9 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 126 | 8 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 114 | 7 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 102 | 7 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EFG International AG | History | New | 101 | 6 | 0.0% | — | 387 | +101 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 90 | 6 | 0.0% | — | 386 | +90 | New | Q1 2026 | May 19, 2026 |
| Pflug Koory, LLC | History | Added to | 89 | 6 | 0.0% | 0.0% | 385 | +1 | 1.14% | Q1 2026 | Apr 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 101 | 6 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 86 | 5 | 0.0% | — | 388 | +86 | New | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | New | 65 | 4 | 0.0% | — | 389 | +65 | New | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 47 | 3 | 0.0% | 0.0% | 394 | -64 | -57.66% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 56 | 3 | 0.0% | — | 396 | +56 | New | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 52 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Orion Capital Management LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 36 | 2 | 0.0% | 0.01% | 398 | -5,404 | -99.34% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 29 | 2 | 0.0% | 0.0% | 399 | -199 | -87.28% | Q1 2026 | Apr 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 31 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Transce3nd, LLC | History | No change | 30 | 2 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 34 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 34 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 405 | -319 | -93.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 22 | 1 | 0.0% | — | 406 | +21 | 2100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 15 | 1 | 0.0% | — | 411 | +15 | New | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ryan Investment Management, Inc. | History | Closed out | 0 | 0 | — | 6.38% | — | -165,842 | -100.0% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -67,043 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -26,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Human Investing LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,303 | -100.0% | Q1 2026 | May 07, 2026 |
| Blue Line Capital, LLC / IL | History | Closed out | 0 | 0 | — | 1.09% | — | -13,291 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -12,779 | -100.0% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,241 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Aureum Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -11,967 | -100.0% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,631 | -100.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,613 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Advisors Network, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -9,704 | -100.0% | Q1 2026 | May 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -9,440 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,553 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,574 | -100.0% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,309 | -100.0% | Q1 2026 | May 15, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -4,152 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,068 | -100.0% | Q1 2026 | May 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,982 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CABANA LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -3,924 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,902 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,820 | -100.0% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,648 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,530 | -100.0% | Q1 2026 | May 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,367 | -100.0% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,352 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,284 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,272 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,246 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,958 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,958 | -100.0% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,883 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,045 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -535 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -189 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6 | 0 | — | — | — | -8 | -57.14% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |