Global X Funds - BOTZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,392,231 | 179,129 | 0.01% | 0.01% | 1 | +26,249 | 0.49% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,436,393 | 147,377 | 0.01% | 0.01% | 2 | +842,465 | 23.44% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 2,370,228 | 78,738 | 0.02% | 0.02% | 3 | -125,604 | -5.03% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,018,174 | 67,043 | 0.01% | 0.01% | 4 | +376,879 | 22.96% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,304,255 | 43,327 | 0.01% | 0.01% | 5 | +145,788 | 12.58% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,057,315 | 35,123 | 0.01% | 0.01% | 6 | +275,151 | 35.18% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 815,007 | 27,074 | 0.04% | 0.04% | 7 | -7,887 | -0.96% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 800,020 | 25,592 | 0.0% | 0.0% | 8 | -41,352 | -4.91% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 535,603 | 17,792 | 0.01% | 0.01% | 9 | -3,169 | -0.59% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 517,391 | 17,188 | 0.0% | 0.0% | 10 | +7,137 | 1.4% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 484,337 | 16,089 | 0.01% | 0.09% | 11 | -411,915 | -45.96% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 464,224 | 15,421 | 0.05% | 0.05% | 12 | +5,459 | 1.19% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 451,188 | 14,988 | 0.0% | 0.01% | 13 | -141,017 | -23.81% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 445,202 | 14,789 | 0.02% | 0.02% | 14 | +2,855 | 0.65% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 437,935 | 14,548 | 0.0% | 0.0% | 15 | +302,735 | 223.92% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 377,783 | 12,806 | 0.22% | 0.23% | 16 | +34,769 | 10.14% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 373,424 | 12,405 | 1.0% | 1.1% | 17 | +8,383 | 2.3% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 359,146 | 11,930 | 0.05% | 0.05% | 18 | -73,618 | -17.01% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 355,806 | 11,819 | 0.01% | 0.01% | 19 | -161,734 | -31.25% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 334,211 | 11,183 | 0.0% | 0.0% | 20 | -212,358 | -38.85% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 334,335 | 11,106 | 0.01% | 0.0% | 21 | +307,385 | 1140.58% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 323,150 | 10,735 | 0.01% | 0.01% | 22 | +20,011 | 6.6% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 322,652 | 10,718 | 0.0% | 0.0% | 23 | -403,442 | -55.56% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 309,350 | 10,277 | 0.03% | 0.03% | 24 | +23,768 | 8.32% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 299,105 | 9,936 | 0.0% | 0.0% | 25 | +8,387 | 2.88% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 286,460 | 9,516 | 0.02% | 0.02% | 26 | +26,714 | 10.28% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 254,893 | 8,467 | 0.01% | 0.0% | 27 | +232,977 | 1063.05% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 247,317 | 8,026 | 0.0% | 0.0% | 28 | +67,115 | 37.24% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 225,808 | 7,501 | 0.1% | 0.1% | 29 | +17,402 | 8.35% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 222,863 | 7,404 | 0.01% | 0.01% | 30 | -28,140 | -11.21% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 182,799 | 7,339 | 0.86% | 0.95% | 31 | +15,991 | 9.59% | Q1 2026 | Jun 01, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 218,473 | 7,257 | 2.36% | 2.77% | 32 | -10,328 | -4.51% | Q1 2026 | May 08, 2026 |
| Black Swift Group, LLC | History | Reduced | 215,180 | 7,148 | 1.25% | 1.64% | 33 | -56,255 | -20.73% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 204,993 | 6,809 | 0.03% | 0.03% | 34 | +14,234 | 7.46% | Q1 2026 | Apr 30, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 196,000 | 6,511 | 0.24% | 0.09% | 35 | +116,000 | 145.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 193,962 | 6,444 | 0.01% | 0.01% | 36 | -44,161 | -18.55% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 183,769 | 6,104 | 0.02% | 0.02% | 37 | +5,819 | 3.27% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 175,122 | 5,817 | 0.02% | 0.02% | 38 | -28,324 | -13.92% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 147,008 | 4,883 | 0.01% | 0.0% | 39 | +23,645 | 19.17% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 130,398 | 4,789 | 0.29% | 0.32% | 40 | -6,463 | -4.72% | Q1 2026 | Apr 20, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 143,823 | 4,777 | 0.08% | 0.06% | 41 | +40,946 | 39.8% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 138,083 | 4,587 | 0.01% | 0.01% | 42 | +4,629 | 3.47% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 134,781 | 4,477 | 0.31% | 0.3% | 43 | +13,587 | 11.21% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 118,053 | 4,273 | 0.03% | 0.03% | 44 | +9,866 | 9.12% | Q1 2026 | May 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 124,465 | 4,134 | 0.75% | 0.81% | 45 | +2,485 | 2.04% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Added to | 122,834 | 4,081 | 0.12% | 0.0% | 46 | +122,778 | 219246.43% | Q1 2026 | Apr 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 114,711 | 3,810 | 0.06% | 0.07% | 47 | +21,172 | 22.63% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 114,178 | 3,792 | 0.01% | 0.01% | 48 | -16,791 | -12.82% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 113,500 | 3,770 | 0.06% | — | 49 | +113,500 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 112,218 | 3,727 | 0.18% | 0.3% | 50 | -60,770 | -35.13% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 111,452 | 3,702 | 0.0% | 0.0% | 51 | +4,941 | 4.64% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 109,149 | 3,625 | 0.0% | — | 52 | +109,149 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 107,968 | 3,586 | 0.0% | 0.0% | 53 | -2,048 | -1.86% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Added to | 107,900 | 3,584 | 0.02% | 0.0% | 54 | +90,900 | 534.71% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 101,867 | 3,384 | 0.02% | 0.02% | 55 | +1,825 | 1.82% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 101,760 | 3,380 | 0.0% | 0.0% | 56 | +3,789 | 3.87% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 100,586 | 3,341 | 0.01% | 0.01% | 57 | +4,491 | 4.67% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 98,770 | 3,281 | 1.18% | 1.27% | 58 | -649 | -0.65% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 95,148 | 3,160 | 0.01% | 0.02% | 59 | -1,770 | -1.83% | Q1 2026 | Apr 24, 2026 |
| Sage Capital Management, LLC | History | Added to | 94,432 | 3,137 | 1.47% | 1.56% | 60 | +1,012 | 1.08% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 92,778 | 3,082 | 0.04% | 0.05% | 61 | -5,907 | -5.99% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 91,633 | 3,044 | 0.02% | 0.02% | 62 | +12,110 | 15.23% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 79,207 | 2,631 | 0.03% | — | 63 | +79,207 | New | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 78,851 | 2,619 | 0.0% | 0.0% | 64 | -6,174 | -7.26% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 78,022 | 2,591 | 0.0% | 0.0% | 65 | +4,762 | 6.5% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | New | 77,542 | 2,575 | 0.0% | — | 66 | +77,542 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 70,805 | 2,352 | 0.0% | 0.01% | 67 | -17,789 | -20.08% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,094 | 2,262 | 0.01% | 0.02% | 68 | +332 | 0.49% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 67,908 | 2,255 | 0.0% | 0.0% | 69 | +20,291 | 42.61% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,064 | 2,228 | 0.01% | 0.0% | 70 | +18,891 | 39.21% | Q1 2026 | Apr 22, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 65,252 | 2,167 | 0.03% | 0.03% | 71 | -640 | -0.97% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 61,222 | 2,033 | 0.05% | 0.05% | 72 | +968 | 1.61% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Reduced | 9,440 | 2,017 | 0.26% | 0.19% | 73 | -34,284 | -78.41% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 60,309 | 2,003 | 0.01% | 0.01% | 74 | -2,293 | -3.66% | Q1 2026 | Jun 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 59,336 | 1,971 | 0.0% | 0.0% | 75 | +50,431 | 566.32% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 55,289 | 1,836 | 0.05% | 0.04% | 76 | +21,366 | 62.98% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 53,097 | 1,763 | 0.04% | 0.01% | 77 | +46,044 | 652.83% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 48,108 | 1,598 | 0.02% | 0.02% | 78 | +2,926 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 40,440 | 1,554 | 0.26% | 0.25% | 79 | +903 | 2.28% | Q1 2026 | May 08, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 45,766 | 1,520 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 44,347 | 1,473 | 0.46% | 0.45% | 81 | +3,664 | 9.01% | Q1 2026 | May 19, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,303 | 1,471 | 0.02% | 0.02% | 82 | -111 | -0.25% | Q1 2026 | Apr 23, 2026 |
| Emerald Advisors, LLC | History | Reduced | 43,401 | 1,441 | 0.18% | 0.24% | 83 | -5,043 | -10.41% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 42,988 | 1,428 | 0.03% | 0.04% | 84 | -685 | -1.57% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,632 | 1,423 | 0.0% | 0.0% | 85 | -228 | -0.53% | Q1 2026 | Apr 08, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 42,811 | 1,422 | 0.4% | 0.44% | 86 | +579 | 1.37% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 42,191 | 1,401 | 0.0% | 0.0% | 87 | -19,367 | -31.46% | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 41,350 | 1,373 | 0.55% | 0.58% | 88 | -730 | -1.73% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,312 | 1,372 | 0.02% | 0.02% | 89 | +1,785 | 4.52% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 40,518 | 1,346 | 0.01% | 0.01% | 90 | +4,824 | 13.51% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 40,223 | 1,336 | 0.01% | 0.0% | 91 | +30,050 | 295.39% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 38,364 | 1,274 | 0.04% | — | 92 | +38,364 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 37,051 | 1,231 | 0.02% | 0.02% | 93 | +978 | 2.71% | Q1 2026 | Apr 14, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 36,667 | 1,218 | 0.05% | 0.01% | 94 | +28,949 | 375.08% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,300 | 1,205 | 0.0% | 0.0% | 95 | -84,700 | -70.0% | Q1 2026 | May 12, 2026 |
| Tepp RIA, LLC | History | New | 35,064 | 1,164 | 0.91% | — | 96 | +35,064 | New | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 33,783 | 1,122 | 0.04% | 0.04% | 97 | +1,642 | 5.11% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 32,808 | 1,089 | 0.02% | 0.02% | 98 | +9,764 | 42.37% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 30,057 | 1,088 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 32,630 | 1,083 | 0.97% | 1.22% | 100 | +9,961 | 43.94% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 32,321 | 1,073 | 0.0% | 0.0% | 101 | +670 | 2.12% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,446 | 1,044 | 0.01% | 0.01% | 102 | +2,250 | 7.71% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 30,789 | 1,022 | 0.02% | 0.03% | 103 | -1,050 | -3.3% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,841 | 991 | 0.01% | 0.01% | 104 | +8,462 | 39.58% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 29,668 | 985 | 0.02% | 0.02% | 105 | +6,702 | 29.18% | Q1 2026 | Apr 07, 2026 |
| RFG Advisory, LLC | History | Added to | 29,419 | 977 | 0.02% | 0.02% | 106 | +1,116 | 3.94% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 29,300 | 973 | 0.0% | 0.0% | 107 | -47,999 | -62.1% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 29,244 | 971 | 0.0% | 0.01% | 108 | -14,723 | -33.49% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,668 | 952 | 0.0% | 0.0% | 109 | +6,256 | 27.91% | Q1 2026 | May 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 28,477 | 946 | 0.81% | 0.92% | 110 | -1,035 | -3.51% | Q1 2026 | Apr 15, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 27,626 | 917 | 0.45% | 0.56% | 111 | -2,451 | -8.15% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,615 | 902 | 0.01% | 0.01% | 112 | +4,472 | 20.2% | Q1 2026 | Apr 07, 2026 |
| Phoenix Wealth Advisors | History | Added to | 26,833 | 891 | 0.35% | 0.37% | 113 | +322 | 1.21% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 26,790 | 889 | 0.02% | 0.02% | 114 | -192 | -0.71% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 26,370 | 876 | 0.39% | 0.38% | 115 | +3,530 | 15.46% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 26,019 | 864 | 0.03% | 0.04% | 116 | -2,308 | -8.15% | Q1 2026 | Apr 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 25,564 | 849 | 0.31% | 0.34% | 117 | -2,710 | -9.58% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 25,493 | 846 | 0.01% | 0.02% | 118 | -2,073 | -7.52% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,704 | 820 | 0.0% | 0.0% | 119 | -4,056 | -14.1% | Q1 2026 | Apr 27, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 24,540 | 815 | 0.59% | 0.61% | 120 | -139 | -0.56% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | No change | 24,380 | 810 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EFG International AG | History | Reduced | 24,130 | 799 | 0.02% | 0.02% | 122 | -543 | -2.2% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 23,866 | 792 | 0.09% | 0.11% | 123 | +308 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Reduced | 23,213 | 771 | 0.01% | 0.03% | 124 | -47,107 | -66.99% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | New | 23,013 | 764 | 0.03% | — | 125 | +23,013 | New | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 22,227 | 738 | 0.06% | 0.11% | 126 | +3,696 | 19.94% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,087 | 733 | 0.0% | 0.0% | 127 | +1,100 | 5.24% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 22,064 | 732 | 0.05% | 0.06% | 128 | +38 | 0.17% | Q1 2026 | May 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 21,963 | 729 | 0.18% | 0.2% | 129 | -813 | -3.57% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Added to | 21,858 | 726 | 0.35% | 0.31% | 130 | +2,368 | 12.15% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 19,959 | 723 | 0.21% | 0.21% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,662 | 719 | 0.0% | 0.0% | 132 | +1,583 | 7.88% | Q1 2026 | May 08, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 21,190 | 703 | 0.25% | 0.42% | 133 | -2,079 | -8.93% | Q1 2026 | May 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 20,805 | 691 | 0.45% | — | 134 | +20,805 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,762 | 689 | 0.03% | 0.02% | 135 | +8,921 | 75.34% | Q1 2026 | May 19, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 20,630 | 685 | 0.44% | 0.47% | 136 | -1,500 | -6.78% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 20,562 | 683 | 0.0% | 0.0% | 137 | -5,054 | -19.73% | Q1 2026 | May 14, 2026 |
| Ascent Advisors, LLC | History | New | 13,388 | 680 | 1.25% | — | 138 | +13,388 | New | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 16,616 | 676 | 0.02% | 0.02% | 139 | +1,809 | 12.22% | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 19,974 | 663 | 0.04% | 0.05% | 140 | +262 | 1.33% | Q1 2026 | May 12, 2026 |
| Allen Capital Group, LLC | History | Added to | 19,629 | 652 | 0.06% | 0.06% | 141 | +1,511 | 8.34% | Q1 2026 | May 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 19,596 | 650 | 0.0% | 0.0% | 142 | +7,599 | 63.34% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,501 | 647 | 0.02% | 0.02% | 143 | -4,175 | -17.63% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,414 | 644 | 0.0% | 0.0% | 144 | +1,209 | 6.64% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 19,079 | 633 | 0.32% | 0.36% | 145 | +15 | 0.08% | Q1 2026 | May 01, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 18,788 | 624 | 0.08% | 0.08% | 146 | +175 | 0.94% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,680 | 620 | 0.02% | 0.02% | 147 | +1,998 | 11.98% | Q1 2026 | Apr 08, 2026 |
| Alteri Wealth LLC | History | Reduced | 18,172 | 603 | 0.2% | 0.23% | 149 | -1,562 | -7.92% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 18,167 | 603 | 0.02% | 0.02% | 148 | +48 | 0.26% | Q1 2026 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18,077 | 600 | 0.05% | 0.05% | 150 | -1,320 | -6.81% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,043 | 599 | 0.0% | 0.0% | 151 | +3,607 | 24.99% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 17,526 | 582 | 0.0% | 0.0% | 152 | +1,807 | 11.5% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 17,484 | 580 | 0.07% | 0.07% | 153 | +2,747 | 18.64% | Q1 2026 | Apr 20, 2026 |
| EQUITABLE TRUST CO | History | No change | 17,439 | 579 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 17,388 | 577 | 0.08% | 0.1% | 155 | +41 | 0.24% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 16,863 | 560 | 0.01% | 0.01% | 156 | -2,712 | -13.85% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 16,828 | 559 | 0.14% | 0.16% | 157 | -192 | -1.13% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 16,677 | 554 | 0.02% | 0.02% | 158 | -642 | -3.71% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,452 | 547 | 0.0% | 0.0% | 159 | -194 | -1.17% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,285 | 540 | 0.01% | 0.01% | 160 | +1,995 | 13.96% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,240 | 539 | 0.0% | 0.01% | 161 | -13,386 | -45.18% | Q1 2026 | Apr 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 16,154 | 536 | 0.09% | 0.1% | 162 | -133 | -0.82% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,035 | 533 | 0.02% | 0.02% | 163 | +482 | 3.1% | Q1 2026 | Apr 21, 2026 |
| Stelac Advisory Services LLC | History | Added to | 15,943 | 529 | 0.11% | 0.07% | 164 | +10,537 | 194.91% | Q1 2026 | May 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 14,508 | 525 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Reduced | 15,473 | 514 | 0.01% | 0.01% | 166 | -1,785 | -10.34% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 15,417 | 512 | 0.01% | 0.01% | 167 | +1,104 | 7.71% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 15,408 | 511 | 0.06% | 0.08% | 168 | -3,583 | -18.87% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,406 | 511 | 0.05% | 0.06% | 169 | +445 | 2.97% | Q1 2026 | May 04, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 15,335 | 509 | 0.11% | 0.13% | 170 | -476 | -3.01% | Q1 2026 | May 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 15,187 | 505 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,838 | 492 | 0.0% | 0.0% | 172 | +9,275 | 166.73% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,773 | 490 | 0.01% | 0.01% | 174 | -10,377 | -41.26% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,755 | 490 | 0.02% | 0.02% | 173 | -675 | -4.37% | Q1 2026 | May 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 12,275 | 489 | 0.18% | — | 175 | +12,275 | New | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,594 | 484 | 0.01% | 0.01% | 176 | +563 | 4.01% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,479 | 481 | 0.02% | 0.02% | 177 | +1,153 | 8.65% | Q1 2026 | May 13, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 14,444 | 479 | 1.0% | 1.33% | 178 | -2,847 | -16.47% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,386 | 477 | 0.04% | 0.02% | 179 | +7,398 | 105.87% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 14,230 | 472 | 0.05% | 0.05% | 180 | +2,660 | 22.99% | Q1 2026 | Apr 16, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,104 | 468 | 0.01% | 0.01% | 181 | +3,300 | 30.54% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 14,098 | 468 | 0.0% | 0.0% | 182 | +6 | 0.04% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 14,053 | 466 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Added to | 13,944 | 463 | 0.01% | 0.01% | 184 | +6,907 | 98.15% | Q1 2026 | May 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 13,776 | 457 | 0.1% | 0.09% | 185 | +2,797 | 25.48% | Q1 2026 | Apr 27, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 13,598 | 451 | 0.11% | 0.12% | 186 | +551 | 4.22% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,563 | 450 | 0.03% | 0.04% | 187 | -242 | -1.75% | Q1 2026 | May 05, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 13,084 | 434 | 0.09% | 0.12% | 188 | -511 | -3.76% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,062 | 433 | 0.01% | 0.01% | 189 | +614 | 4.93% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 12,665 | 420 | 0.0% | 0.0% | 190 | +3,534 | 38.7% | Q1 2026 | May 07, 2026 |
| Sun Group Wealth Partners | History | Reduced | 12,609 | 418 | 0.33% | 0.39% | 191 | -778 | -5.81% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,543 | 416 | 0.02% | 0.02% | 192 | +861 | 7.37% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 12,409 | 412 | 0.02% | 0.03% | 193 | +4 | 0.03% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,397 | 411 | 0.05% | — | 194 | +12,397 | New | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 10,805 | 404 | 0.01% | 0.01% | 195 | +3,663 | 51.29% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 12,058 | 400 | 0.08% | 0.08% | 196 | -11,182 | -48.12% | Q1 2026 | Apr 17, 2026 |
| WNY Asset Management, LLC | History | New | 11,062 | 367 | 0.04% | — | 198 | +11,062 | New | Q1 2026 | May 22, 2026 |
| Krilogy Financial LLC | History | No change | 10,020 | 367 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 10,782 | 358 | 0.0% | 0.0% | 199 | -11,995 | -52.66% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,793 | 358 | 0.01% | 0.01% | 200 | -1,216 | -10.13% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 10,795 | 358 | 0.17% | 0.19% | 201 | -164 | -1.5% | Q1 2026 | Apr 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,759 | 357 | 0.12% | 0.13% | 202 | +41 | 0.38% | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 10,739 | 356 | 0.01% | 0.01% | 203 | +18 | 0.17% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,634 | 353 | 0.0% | 0.02% | 204 | -53,634 | -83.45% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 10,433 | 346 | 0.06% | 0.07% | 206 | -1,086 | -9.43% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,441 | 346 | 0.01% | 0.01% | 205 | -13 | -0.12% | Q1 2026 | Apr 07, 2026 |
| Advantage Trust Co | History | Added to | 10,376 | 344 | 0.15% | 0.16% | 207 | +300 | 2.98% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,333 | 343 | 0.0% | 0.0% | 208 | +2,140 | 26.12% | Q1 2026 | May 01, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,250 | 340 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| David Kennon Inc | History | No change | 10,230 | 339 | 0.12% | 0.13% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,145 | 337 | 0.0% | 0.0% | 211 | +9,325 | 1137.2% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,096 | 335 | 0.0% | 0.0% | 212 | -1,447 | -12.54% | Q1 2026 | May 13, 2026 |
| DUTCH ASSET Corp | History | Added to | 10,100 | 335 | 0.23% | 0.25% | 213 | +1,000 | 10.99% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,063 | 334 | 0.0% | 0.0% | 214 | +8 | 0.08% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 9,999 | 332 | 0.02% | 0.02% | 216 | +332 | 3.43% | Q1 2026 | Apr 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,000 | 332 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,976 | 331 | 0.0% | 0.0% | 217 | +2,166 | 27.73% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,910 | 329 | 0.01% | 0.01% | 218 | -842 | -7.83% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 9,895 | 328 | 0.02% | 0.01% | 220 | +2,698 | 37.49% | Q1 2026 | Jun 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,069 | 328 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CGC Financial Services, LLC | History | Reduced | 9,830 | 326 | 0.09% | 0.11% | 221 | -1,024 | -9.43% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,813 | 325 | 0.0% | 0.01% | 223 | -7,423 | -43.07% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,806 | 325 | 0.0% | 0.0% | 224 | +3,610 | 58.26% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,809 | 325 | 0.0% | 0.01% | 222 | +173 | 1.8% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 8,945 | 324 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 9,731 | 323 | 0.0% | — | 226 | +9,731 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,681 | 321 | 0.0% | 0.0% | 227 | +564 | 6.19% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 10,000 | 319 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 9,599 | 318 | 0.04% | 0.05% | 229 | -168 | -1.72% | Q1 2026 | Apr 30, 2026 |
| CERTUITY, LLC | History | Added to | 9,459 | 314 | 0.02% | 0.02% | 230 | +664 | 7.55% | Q1 2026 | May 11, 2026 |
| PACK Private Wealth, LLC | History | Added to | 9,234 | 306 | 0.14% | 0.12% | 231 | +1,873 | 25.44% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,223 | 306 | 0.04% | 0.05% | 232 | -121 | -1.29% | Q1 2026 | Apr 28, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 9,060 | 300 | 0.21% | 0.27% | 233 | +1,024 | 12.74% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,823 | 298 | 0.02% | 0.02% | 234 | -1,486 | -14.41% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | New | 8,939 | 296 | 0.0% | — | 235 | +8,939 | New | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 8,888 | 295 | 0.03% | 0.03% | 236 | -950 | -9.66% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,854 | 294 | 0.03% | 0.03% | 237 | +18 | 0.2% | Q1 2026 | Apr 22, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 8,825 | 293 | 0.06% | 0.07% | 238 | -986 | -10.05% | Q1 2026 | May 12, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 8,748 | 290 | 0.26% | 0.3% | 239 | +633 | 7.8% | Q1 2026 | Apr 23, 2026 |
| ADVOCATE GROUP LLC | History | No change | 8,567 | 284 | 0.04% | 0.05% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,833 | 283 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 8,234 | 273 | 0.01% | — | 242 | +8,234 | New | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Added to | 8,059 | 267 | 0.06% | 0.06% | 243 | +1,092 | 15.67% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 8,035 | 266 | 0.01% | 0.01% | 244 | -530 | -6.19% | Q1 2026 | Apr 23, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,631 | 266 | 0.19% | 0.19% | 245 | -452 | -5.59% | Q1 2026 | Apr 16, 2026 |
| James J. Burns & Company, LLC | History | Added to | 7,935 | 263 | 0.04% | 0.04% | 246 | +37 | 0.47% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Reduced | 7,752 | 257 | 0.01% | 0.01% | 247 | -205 | -2.58% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 7,747 | 257 | 0.0% | 0.0% | 248 | -130 | -1.65% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | New | 7,638 | 253 | 0.01% | — | 250 | +7,638 | New | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 7,640 | 253 | 0.0% | 0.0% | 249 | +344 | 4.71% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,571 | 251 | 0.0% | 0.0% | 251 | +1,265 | 20.06% | Q1 2026 | May 15, 2026 |
| Fullerton Advisors, LLC | History | Added to | 7,478 | 248 | 0.26% | 0.27% | 252 | +29 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | No change | 7,447 | 247 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,349 | 244 | 0.02% | 0.07% | 254 | -9,872 | -57.33% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 7,328 | 243 | 0.02% | — | 255 | +7,328 | New | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 7,098 | 235 | 0.02% | 0.02% | 256 | -308 | -4.16% | Q1 2026 | Apr 17, 2026 |
| Bramshill Investments, LLC | History | New | 7,000 | 232 | 0.02% | — | 258 | +7,000 | New | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | No change | 7,000 | 232 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,951 | 230 | 0.0% | 0.0% | 259 | -19,986 | -74.2% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 6,927 | 230 | 0.05% | 0.06% | 260 | -1,100 | -13.7% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 6,925 | 230 | 0.09% | 0.1% | 261 | -704 | -9.23% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,900 | 229 | 0.0% | — | 262 | +6,900 | New | Q1 2026 | May 14, 2026 |
| Family Office Research LLC | History | Reduced | 6,800 | 225 | 0.1% | 0.15% | 263 | -3,042 | -30.91% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 6,753 | 224 | 0.03% | 0.03% | 264 | +9 | 0.13% | Q1 2026 | May 11, 2026 |
| Anson Capital, Inc. | History | Added to | 6,719 | 223 | 0.15% | 0.17% | 265 | +253 | 3.91% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,684 | 222 | 0.01% | 0.01% | 266 | -873 | -11.55% | Q1 2026 | Apr 28, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,683 | 221 | 0.06% | 0.06% | 267 | +7 | 0.1% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 6,600 | 219 | 0.0% | — | 269 | +6,600 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 6,600 | 219 | 0.0% | 0.0% | 268 | +400 | 6.45% | Q1 2026 | May 14, 2026 |
| M3 Advisory Group, LLC | History | Added to | 6,546 | 217 | 0.13% | 0.14% | 270 | +211 | 3.33% | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 6,543 | 217 | 0.14% | 0.15% | 271 | -135 | -2.02% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 6,469 | 214 | 0.01% | 0.01% | 272 | +658 | 11.32% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,438 | 213 | 0.07% | 0.1% | 273 | -947 | -12.82% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 6,396 | 212 | 0.01% | 0.01% | 274 | +87 | 1.38% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Added to | 6,403 | 212 | 0.02% | 0.02% | 275 | +14 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 6,385 | 212 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,302 | 209 | 0.0% | 0.0% | 277 | +21 | 0.33% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 6,285 | 208 | 0.0% | 0.0% | 278 | +1,942 | 44.72% | Q1 2026 | Apr 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 6,209 | 206 | 0.03% | — | 279 | +6,209 | New | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,205 | 206 | 0.05% | — | 280 | +6,205 | New | Q1 2026 | May 12, 2026 |
| Invera Wealth Advisors, LLC | History | New | 6,147 | 204 | 0.13% | — | 282 | +6,147 | New | Q1 2026 | Apr 22, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 6,170 | 204 | 0.07% | 0.08% | 281 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,588 | 189 | 0.0% | 0.0% | 283 | +61 | 1.1% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 5,492 | 182 | 0.02% | 0.02% | 284 | -29 | -0.53% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 5,434 | 180 | 0.0% | 0.0% | 285 | +834 | 18.13% | Q1 2026 | May 26, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 5,408 | 179 | 0.0% | 0.0% | 286 | -3,849 | -41.58% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,402 | 179 | 0.06% | 0.07% | 287 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 4,930 | 163 | 0.04% | 0.04% | 288 | +21 | 0.43% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,000 | 153 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Forum Finance Group S.A. | History | New | 5,672 | 151 | 0.08% | — | 290 | +5,672 | New | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,122 | 149 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,424 | 146 | 0.01% | 0.01% | 292 | -1,107 | -20.01% | Q1 2026 | May 13, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 4,295 | 142 | 0.06% | 0.06% | 293 | +320 | 8.05% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 3,858 | 128 | 0.0% | 0.0% | 294 | +11 | 0.29% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 3,700 | 122 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | New | 3,659 | 121 | 0.0% | — | 296 | +3,659 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,638 | 120 | 0.0% | — | 297 | +3,638 | New | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,517 | 118 | 0.04% | 0.04% | 298 | -22 | -0.62% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,545 | 117 | 0.01% | 0.01% | 299 | +3 | 0.08% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 3,245 | 107 | 0.0% | 0.0% | 300 | +280 | 9.44% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,999 | 99 | 0.01% | 0.01% | 301 | -776 | -20.56% | Q1 2026 | Apr 13, 2026 |
| Boreal Capital Management LLC | History | Reduced | 3,000 | 99 | 0.08% | 0.09% | 303 | -308 | -9.31% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,001 | 99 | 0.01% | 0.01% | 302 | +279 | 10.25% | Q1 2026 | Apr 17, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,000 | 99 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,975 | 98 | 0.0% | 0.0% | 305 | +2,693 | 954.96% | Q1 2026 | May 06, 2026 |
| NATIXIS | History | Added to | 2,994 | 97 | 0.0% | 0.0% | 306 | +726 | 32.01% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,815 | 93 | 0.01% | 0.01% | 307 | -280 | -9.05% | Q1 2026 | Apr 28, 2026 |
| Glassman Wealth Services | History | No change | 2,774 | 92 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,750 | 91 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,624 | 88 | 0.01% | 0.01% | 310 | +69 | 2.7% | Q1 2026 | May 01, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,606 | 86 | 0.02% | 0.02% | 311 | +11 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Realta Investment Advisors | History | No change | 2,557 | 84 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,465 | 81 | 0.0% | 0.0% | 313 | -1 | -0.04% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,411 | 78 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,263 | 75 | 0.0% | 0.0% | 315 | +971 | 75.15% | Q1 2026 | May 06, 2026 |
| Arkos Global Advisors | History | New | 2,192 | 73 | 0.01% | — | 316 | +2,192 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,079 | 69 | 0.0% | 0.0% | 317 | -217 | -9.45% | Q1 2026 | Jun 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,105 | 69 | 0.02% | 0.03% | 318 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Solstein Capital, LLC | History | No change | 2,055 | 68 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,927 | 64 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,916 | 63 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,812 | 60 | 0.02% | — | 323 | +1,812 | New | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Added to | 1,836 | 60 | 0.01% | 0.01% | 322 | +3 | 0.16% | Q1 2026 | May 04, 2026 |
| Arlington Trust Co LLC | History | New | 1,768 | 58 | 0.01% | — | 324 | +1,768 | New | Q1 2026 | Apr 08, 2026 |
| Team Financial Group, LLC | History | Added to | 1,739 | 57 | 0.03% | 0.03% | 325 | +7 | 0.4% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 1,673 | 56 | 0.0% | 0.0% | 326 | +1,052 | 169.4% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,716 | 54 | 0.0% | 0.0% | 327 | +818 | 91.09% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 1,601 | 53 | 0.03% | 0.02% | 328 | +516 | 47.56% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,539 | 51 | 0.0% | 0.0% | 329 | -99 | -6.04% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,452 | 48 | 0.01% | 0.0% | 330 | +1,412 | 3530.0% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 1,367 | 45 | 0.0% | — | 333 | +1,367 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 1,356 | 45 | 0.01% | 0.01% | 332 | +7 | 0.52% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,376 | 45 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,346 | 44 | 0.0% | 0.0% | 334 | -244 | -15.35% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,208 | 43 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,261 | 41 | 0.0% | — | 338 | +1,261 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,235 | 41 | 0.01% | 0.0% | 337 | +225 | 22.28% | Q1 2026 | Apr 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,149 | 41 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | New | 1,200 | 39 | 0.02% | — | 340 | +1,200 | New | Q1 2026 | Apr 02, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,175 | 39 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | No change | 1,115 | 37 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,095 | 36 | 0.01% | — | 346 | +1,095 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,086 | 36 | 0.0% | 0.0% | 343 | +751 | 224.18% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 1,085 | 36 | 0.0% | 0.0% | 342 | +90 | 9.05% | Q1 2026 | May 01, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,095 | 36 | 0.01% | 0.01% | 344 | +4 | 0.37% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,109 | 36 | 0.02% | 0.03% | 345 | +4 | 0.36% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 1,034 | 34 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 1,000 | 33 | 0.0% | 0.0% | 349 | -2,000 | -66.67% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 1,000 | 33 | 0.0% | — | 351 | +1,000 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,000 | 33 | 0.02% | — | 352 | +1,000 | New | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 1,000 | 33 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,000 | 33 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 969 | 32 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 980 | 32 | 0.02% | 0.03% | 354 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 899 | 29 | 0.0% | — | 355 | +899 | New | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 869 | 28 | 0.0% | 0.0% | 356 | +375 | 75.91% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | No change | 852 | 28 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 821 | 27 | 0.0% | 0.0% | 358 | +365 | 80.04% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 792 | 26 | 0.01% | 0.01% | 359 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 750 | 24 | 0.0% | — | 363 | +750 | New | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 735 | 24 | 0.01% | 0.01% | 362 | +232 | 46.12% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 685 | 24 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SITTNER & NELSON, LLC | History | No change | 749 | 24 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 695 | 23 | 0.01% | 0.01% | 366 | +17 | 2.51% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 23 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 700 | 23 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 660 | 21 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 624 | 20 | 0.0% | 0.0% | 368 | +1 | 0.16% | Q1 2026 | Apr 21, 2026 |
| DAGCO, INC. | History | No change | 618 | 20 | 0.0% | 0.01% | 369 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 581 | 19 | 0.01% | 0.0% | 375 | +456 | 364.8% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 585 | 19 | 0.0% | 0.0% | 372 | -300 | -33.9% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 576 | 19 | 0.0% | 0.0% | 370 | +39 | 7.26% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 579 | 19 | 0.01% | 0.01% | 373 | +2 | 0.35% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 578 | 19 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 19 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 552 | 18 | 0.0% | 0.0% | 377 | +406 | 278.08% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 471 | 18 | 0.0% | 0.0% | 376 | +1 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 509 | 17 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 525 | 17 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 495 | 16 | 0.0% | 0.0% | 380 | +2 | 0.41% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 503 | 16 | 0.01% | 0.01% | 381 | +1 | 0.2% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | Added to | 462 | 15 | 0.0% | 0.0% | 382 | +87 | 23.2% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 425 | 14 | 0.0% | 0.0% | 384 | +394 | 1270.97% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 437 | 14 | 0.0% | 0.0% | 383 | -94 | -17.7% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 416 | 13 | 0.0% | 0.0% | 385 | +380 | 1055.56% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 420 | 13 | 0.0% | 0.0% | 389 | +86 | 25.75% | Q1 2026 | May 08, 2026 |
| Costello Asset Management, INC | History | No change | 406 | 13 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 396 | 13 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 373 | 12 | 0.0% | 0.0% | 392 | +1 | 0.27% | Q1 2026 | May 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 385 | 12 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 376 | 12 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | New | 348 | 11 | 0.0% | — | 396 | +348 | New | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 347 | 11 | 0.0% | — | 397 | +347 | New | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | Added to | 345 | 11 | 0.0% | 0.0% | 393 | +36 | 11.65% | Q1 2026 | Apr 10, 2026 |
| Lavaca Capital LLC | History | No change | 337 | 11 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 348 | 11 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | Added to | 323 | 10 | 0.0% | 0.0% | 399 | +1 | 0.31% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Added to | 302 | 10 | 0.01% | 0.01% | 402 | +1 | 0.33% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 315 | 10 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 295 | 10 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 330 | 10 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 296 | 9 | 0.0% | — | 404 | +296 | New | Q1 2026 | Apr 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 250 | 9 | 0.0% | — | 405 | +250 | New | Q1 2026 | May 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 278 | 9 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 234 | 8 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 234 | 7 | 0.0% | — | 411 | +234 | New | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | Added to | 231 | 7 | 0.0% | 0.0% | 408 | +13 | 5.96% | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 214 | 7 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | No change | 225 | 7 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CrossGen Wealth, LLC | History | No change | 228 | 7 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | Added to | 207 | 6 | 0.0% | 0.0% | 415 | +1 | 0.49% | Q1 2026 | May 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Co | History | No change | 206 | 6 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Advocates LLC | History | Reduced | 170 | 5 | 0.02% | 0.35% | 419 | -36,719 | -99.54% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Reduced | 169 | 5 | 0.0% | 0.0% | 417 | -281 | -62.44% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 171 | 5 | 0.0% | 0.0% | 416 | +1 | 0.59% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 160 | 5 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | New | 131 | 4 | 0.0% | — | 424 | +131 | New | Q1 2026 | Apr 17, 2026 |
| Pacific Center for Financial Services | History | No change | 132 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Motiv8 Investments LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 150 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 110 | 3 | 0.0% | — | 429 | +110 | New | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 98 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CNB Bank | History | No change | 112 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trask Adam Roland | History | New | 80 | 2 | 0.0% | — | 433 | +80 | New | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | New | 67 | 2 | 0.0% | — | 432 | +67 | New | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 81 | 2 | 0.0% | 0.0% | 431 | +1 | 1.25% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 54 | 1 | 0.0% | 0.0% | 435 | -297 | -84.62% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 59 | 1 | 0.0% | — | 442 | +59 | New | Q1 2026 | May 07, 2026 |
| Delos Wealth Advisors, LLC | History | New | 53 | 1 | 0.0% | — | 441 | +53 | New | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | New | 49 | 1 | 0.0% | — | 443 | +49 | New | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 436 | -40 | -54.05% | Q1 2026 | May 04, 2026 |
| My Portfolio Guide, LLC | History | New | 30 | 1 | 0.0% | — | 444 | +30 | New | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 434 | -27 | -38.57% | Q1 2026 | May 01, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 60 | 1 | 0.0% | 0.0% | 440 | -20 | -25.0% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 19 | 1 | 0.0% | — | 438 | -7 | -26.92% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Added to | 31 | 1 | 0.0% | 0.0% | 439 | +1 | 3.33% | Q1 2026 | May 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 50 | 1 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.75% | — | -229,330 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -170,202 | -100.0% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.09% | — | -108,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -96,625 | -100.0% | Q1 2026 | May 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -38,449 | -100.0% | Q1 2026 | May 12, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -26,063 | -100.0% | Q1 2026 | May 01, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 2.01% | — | -25,544 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -16,392 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Alpha Wealth Funds, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -16,376 | -100.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,492 | -100.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,794 | -100.0% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -7,546 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FRG Family Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,410 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,200 | -100.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,745 | -100.0% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,631 | -100.0% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,423 | -100.0% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,382 | -100.0% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,310 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,856 | -100.0% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -5,760 | -100.0% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,737 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,992 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,901 | -100.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,462 | -100.0% | Q1 2026 | May 12, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -854 | -100.0% | Q1 2026 | May 04, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 30 | 0 | — | 0.02% | — | -619 | -95.38% | Q1 2026 | May 11, 2026 |
| Sound Financial Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -611 | -100.0% | Q1 2026 | May 08, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -503 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -485 | -100.0% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | May 01, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -293 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Added to | 19 | 0 | — | — | — | +9 | 90.0% | Q1 2026 | Apr 10, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Horizon Investments, LLC | History | Added to | 14 | 0 | — | — | — | +7 | 100.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 24 | 0 | — | — | — | +1 | 4.35% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NVWM, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |