Bluerock Private Real Estate Fund - BPRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,931,555 | 131,739 | 0.23% | 0.22% | 1 | +51,914 | 0.66% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 5,778,813 | 95,986 | 0.03% | 0.02% | 2 | +314,044 | 5.75% | Q1 2026 | May 06, 2026 |
| Saba Capital Management, L.P. | History | Added to | 4,766,113 | 79,165 | 2.19% | 1.37% | 3 | +1,691,498 | 55.01% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,465,388 | 74,170 | 0.19% | 0.17% | 4 | +83,382 | 1.9% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,411,824 | 56,670 | 0.03% | 0.04% | 5 | -875,911 | -20.43% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,211,031 | 53,335 | 0.06% | 0.05% | 6 | -1,129 | -0.04% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 3,020,285 | 50,166 | 0.06% | 0.05% | 7 | -153,145 | -4.83% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | New | 2,497,039 | 41,475 | 2.14% | — | 8 | +2,497,039 | New | Q1 2026 | May 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 1,914,429 | 31,798 | 4.92% | 2.7% | 9 | +816,708 | 74.4% | Q1 2026 | May 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 1,883,232 | 31,280 | 4.32% | 2.03% | 10 | +887,464 | 89.12% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 1,807,588 | 30,024 | 0.0% | 0.0% | 11 | +1,302,939 | 258.19% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,455,864 | 24,182 | 0.04% | 0.03% | 12 | -66,227 | -4.35% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,186,168 | 19,702 | 1.24% | 1.03% | 13 | +161,449 | 15.76% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 1,170,967 | 19,449 | 1.58% | 1.42% | 14 | +23,806 | 2.08% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 1,156,813 | 19,214 | 0.43% | 0.29% | 15 | +298,028 | 34.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,042,022 | 17,307 | 0.02% | 0.02% | 16 | +12,098 | 1.17% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 702,858 | 11,674 | 0.13% | 0.02% | 17 | +594,930 | 551.23% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 565,792 | 9,397 | 0.16% | 0.13% | 18 | +104,093 | 22.55% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Reduced | 534,972 | 8,885 | 1.08% | 0.99% | 19 | -17,102 | -3.1% | Q1 2026 | Apr 14, 2026 |
| Brookstone Capital Management | History | Reduced | 516,373 | 8,576 | 0.1% | 0.09% | 20 | -15,264 | -2.87% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 513,887 | 8,536 | 0.0% | 0.0% | 21 | +498,394 | 3216.9% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 506,004 | 8,404 | 0.14% | 0.15% | 22 | +624 | 0.12% | Q1 2026 | May 18, 2026 |
| Callan Family Office, LLC | History | Reduced | 432,606 | 7,185 | 0.16% | 0.17% | 23 | -81,895 | -15.92% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 427,291 | 7,097 | 0.0% | 0.0% | 24 | +78,940 | 22.66% | Q1 2026 | May 12, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 422,705 | 7,021 | 2.96% | 2.67% | 25 | -8 | -0.0% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 414,859 | 6,890 | 0.66% | 0.61% | 26 | -11,733 | -2.75% | Q1 2026 | Apr 10, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 413,121 | 6,861 | 2.36% | 2.11% | 27 | +14,386 | 3.61% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 412,695 | 6,854 | 0.05% | 0.03% | 28 | +164,806 | 66.48% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 410,228 | 6,813 | 0.16% | 0.03% | 29 | +374,787 | 1057.5% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 409,707 | 6,805 | 0.0% | 0.0% | 30 | +200,726 | 96.05% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 402,270 | 6,681 | 0.42% | 0.21% | 31 | +173,816 | 76.08% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 400,955 | 6,659 | 0.0% | 0.0% | 32 | +335,386 | 511.5% | Q1 2026 | May 04, 2026 |
| Bulldog Investors, LLP | History | Added to | 373,019 | 6,195 | 1.39% | 0.81% | 33 | +130,515 | 53.82% | Q1 2026 | May 08, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 362,504 | 6,021 | 2.05% | 4.34% | 34 | -492,275 | -57.59% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 346,619 | 5,757 | 0.06% | 0.06% | 35 | -3,352 | -0.96% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 346,565 | 5,756 | 0.36% | 0.38% | 36 | -39,048 | -10.13% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 344,467 | 5,721 | 0.16% | 0.15% | 37 | -9,332 | -2.64% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 342,819 | 5,694 | 0.0% | 0.0% | 38 | -434,540 | -55.9% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 318,785 | 5,295 | 0.04% | 0.07% | 39 | -83,550 | -20.77% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 302,422 | 5,023 | 0.01% | — | 40 | +302,422 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 308,845 | 4,972 | 0.31% | 0.03% | 41 | +268,865 | 672.5% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 296,655 | 4,927 | 0.08% | — | 42 | +296,655 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 289,205 | 4,803 | 0.03% | 0.0% | 43 | +242,881 | 524.31% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 287,537 | 4,775 | 0.03% | 0.03% | 44 | -68,107 | -19.15% | Q1 2026 | May 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 285,000 | 4,734 | 0.1% | — | 45 | +285,000 | New | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 259,962 | 4,317 | 0.01% | 0.0% | 46 | +214,643 | 473.63% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 249,743 | 4,148 | 0.01% | 0.01% | 47 | -46,409 | -15.67% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 246,932 | 4,101 | 0.01% | 0.01% | 48 | -48,274 | -16.35% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | Added to | 246,000 | 4,086 | 1.74% | 1.5% | 49 | +21,200 | 9.43% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Reduced | 234,769 | 3,899 | 0.8% | 1.18% | 50 | -20,010 | -7.85% | Q1 2026 | May 11, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 232,620 | 3,863 | 1.23% | 1.29% | 51 | -3,938 | -1.66% | Q1 2026 | Apr 17, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 256,599 | 3,848 | 0.35% | 0.4% | 52 | -420 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 228,397 | 3,793 | 0.28% | 0.24% | 53 | +4,954 | 2.22% | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 227,883 | 3,785 | 0.29% | 0.24% | 54 | -2,141 | -0.93% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 227,080 | 3,771 | 0.28% | 0.19% | 55 | +56,769 | 33.33% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 224,688 | 3,732 | 0.02% | 0.03% | 56 | -31,321 | -12.23% | Q1 2026 | May 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 222,951 | 3,703 | 2.49% | 3.12% | 57 | -76,582 | -25.57% | Q1 2026 | Apr 14, 2026 |
| Lido Advisors, LLC | History | New | 216,137 | 3,590 | 0.01% | — | 58 | +216,137 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 206,168 | 3,424 | 0.0% | 0.01% | 59 | -98,686 | -32.37% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 202,954 | 3,371 | 0.16% | 0.16% | 60 | -24,461 | -10.76% | Q1 2026 | May 18, 2026 |
| Uniting Wealth Partners, LLC | History | New | 202,387 | 3,361 | 0.72% | — | 61 | +202,387 | New | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 199,068 | 3,306 | 0.06% | 0.05% | 62 | +2,451 | 1.25% | Q1 2026 | Apr 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 198,150 | 3,291 | 0.46% | 0.48% | 63 | +997 | 0.51% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 194,153 | 3,224 | 0.24% | 0.17% | 64 | +7,950 | 4.27% | Q1 2026 | May 20, 2026 |
| Family Office Research LLC | History | Added to | 192,234 | 3,193 | 1.39% | 1.18% | 65 | +1,616 | 0.85% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 191,820 | 3,186 | 0.1% | 0.12% | 66 | -82,574 | -30.09% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 191,699 | 3,184 | 0.01% | 0.0% | 67 | +117,979 | 160.04% | Q1 2026 | May 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 178,276 | 2,961 | 3.01% | 1.09% | 68 | +55,631 | 45.36% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 177,214 | 2,943 | 0.17% | 0.16% | 69 | +86,232 | 94.78% | Q1 2026 | Apr 22, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 176,453 | 2,930 | 1.26% | 1.22% | 70 | -2,100 | -1.18% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 174,633 | 2,900 | 0.02% | 0.02% | 71 | -60,217 | -25.64% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 169,394 | 2,813 | 0.02% | 0.02% | 72 | +15,565 | 10.12% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 163,594 | 2,717 | 0.01% | 0.01% | 73 | -61,950 | -27.47% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 159,964 | 2,657 | 0.05% | 0.05% | 74 | -5,601 | -3.38% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 157,644 | 2,618 | 0.02% | 0.0% | 75 | +145,423 | 1189.94% | Q1 2026 | May 05, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 152,558 | 2,533 | 0.46% | 0.24% | 76 | -6,705 | -4.21% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 149,931 | 2,490 | 0.14% | 0.13% | 77 | +6,467 | 4.51% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Reduced | 147,117 | 2,443 | 0.09% | 0.11% | 78 | -7,251 | -4.7% | Q1 2026 | May 19, 2026 |
| Kropog Financial Group, LLC | History | Added to | 133,494 | 2,217 | 1.8% | 1.52% | 79 | +2,409 | 1.84% | Q1 2026 | Apr 24, 2026 |
| WealthPoint Financial, LLC | History | No change | 147,266 | 2,208 | 1.92% | 1.92% | 80 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 132,477 | 2,200 | 0.46% | 0.42% | 81 | -1,598 | -1.19% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 131,105 | 2,177 | 0.1% | 0.1% | 82 | -11,517 | -8.08% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 128,908 | 2,141 | 0.01% | 0.01% | 83 | -10,432 | -7.49% | Q1 2026 | Apr 29, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 128,403 | 2,132 | 0.94% | 0.67% | 84 | +25,011 | 24.19% | Q1 2026 | May 05, 2026 |
| Sterneck Capital Management, LLC | History | New | 125,680 | 2,087 | 0.94% | — | 85 | +125,680 | New | Q1 2026 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 125,008 | 2,076 | 0.54% | 0.21% | 86 | +74,608 | 148.03% | Q1 2026 | May 06, 2026 |
| Apollo Management Holdings, L.P. | History | Reduced | 124,596 | 2,069 | 0.03% | 0.03% | 87 | -124,596 | -50.0% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 135,086 | 2,026 | 0.85% | 0.85% | 88 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 121,063 | 2,010 | 0.44% | 0.4% | 89 | -4,230 | -3.38% | Q1 2026 | Apr 14, 2026 |
| Noble Wealth Management PBC | History | New | 120,819 | 2,006 | 1.01% | — | 90 | +120,819 | New | Q1 2026 | Apr 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 118,480 | 1,967 | 0.05% | 0.02% | 91 | +62,435 | 111.4% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 112,043 | 1,861 | 0.33% | 0.2% | 92 | +43,399 | 63.22% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Reduced | 111,862 | 1,858 | 0.28% | 0.28% | 94 | -11,934 | -9.64% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | Added to | 111,884 | 1,858 | 0.1% | 0.1% | 93 | +1,041 | 0.94% | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | Added to | 109,569 | 1,819 | 0.23% | 0.21% | 95 | +1,336 | 1.23% | Q1 2026 | Apr 10, 2026 |
| Veracity Capital LLC | History | Added to | 105,694 | 1,755 | 0.63% | 0.47% | 96 | +66 | 0.06% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 116,506 | 1,747 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 104,985 | 1,743 | 0.04% | 0.04% | 98 | -12,725 | -10.81% | Q1 2026 | May 01, 2026 |
| Ignite Planners, LLC | History | Reduced | 102,982 | 1,710 | 0.26% | 0.27% | 99 | -3,014 | -2.84% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | New | 102,251 | 1,698 | 0.02% | — | 100 | +102,251 | New | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 101,998 | 1,694 | 0.22% | 0.28% | 101 | -29,327 | -22.33% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 101,277 | 1,682 | 0.58% | 0.58% | 102 | -5,498 | -5.15% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 112,052 | 1,680 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 100,642 | 1,671 | 0.24% | 0.38% | 104 | -73,829 | -42.32% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | New | 100,000 | 1,661 | 0.0% | — | 105 | +100,000 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 96,757 | 1,607 | 0.02% | 0.03% | 106 | -43,033 | -30.78% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 96,907 | 1,582 | 0.11% | 0.13% | 107 | -24,306 | -20.05% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 94,966 | 1,577 | 0.07% | — | 108 | +94,966 | New | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 93,667 | 1,555 | 0.07% | 0.01% | 109 | +72,943 | 351.97% | Q1 2026 | Apr 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 91,818 | 1,525 | 0.76% | 0.22% | 110 | +46,352 | 101.95% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 89,758 | 1,490 | 0.03% | 0.03% | 111 | -11,499 | -11.36% | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 89,282 | 1,482 | 0.05% | 0.04% | 112 | +11,414 | 14.66% | Q1 2026 | Apr 08, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 89,108 | 1,480 | 0.3% | 0.09% | 113 | +56,126 | 170.17% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 87,376 | 1,451 | 0.0% | 0.0% | 114 | -7,832 | -8.23% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 85,802 | 1,425 | 0.03% | 0.03% | 115 | +8,833 | 11.48% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 84,879 | 1,409 | 0.1% | 0.09% | 116 | -1,701 | -1.96% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Reduced | 84,625 | 1,406 | 0.04% | 0.04% | 117 | -5,996 | -6.62% | Q1 2026 | Apr 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 83,034 | 1,379 | 0.0% | 0.0% | 118 | -2,668 | -3.11% | Q1 2026 | Apr 27, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 82,571 | 1,371 | 0.91% | 0.25% | 119 | +59,150 | 252.55% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 82,412 | 1,368 | 0.04% | 0.04% | 120 | -4,402 | -5.07% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 81,024 | 1,345 | 0.08% | 0.09% | 121 | -7,440 | -8.41% | Q1 2026 | Apr 27, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 80,072 | 1,329 | 0.31% | 0.28% | 122 | -77 | -0.1% | Q1 2026 | May 08, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 78,671 | 1,306 | 0.49% | 0.49% | 123 | -8,425 | -9.67% | Q1 2026 | Apr 23, 2026 |
| Berkeley, Inc | History | Reduced | 78,598 | 1,305 | 0.44% | 0.58% | 124 | -43,666 | -35.71% | Q1 2026 | Apr 24, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 77,889 | 1,293 | 0.27% | 0.23% | 125 | -2,081 | -2.6% | Q1 2026 | Apr 13, 2026 |
| RHS Financial, LLC | History | Reduced | 77,142 | 1,281 | 0.61% | 0.58% | 126 | -2,044 | -2.58% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 76,289 | 1,267 | 0.0% | — | 127 | +76,289 | New | Q1 2026 | May 04, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 76,037 | 1,262 | 0.46% | 0.38% | 128 | +9,335 | 14.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 72,991 | 1,212 | 0.01% | 0.01% | 129 | +583 | 0.81% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 72,186 | 1,199 | 0.46% | 0.45% | 130 | -4,668 | -6.07% | Q1 2026 | May 05, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 71,047 | 1,180 | 0.85% | 0.81% | 131 | -3,033 | -4.09% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 69,928 | 1,161 | 0.06% | 0.05% | 132 | -1,287 | -1.81% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 68,167 | 1,141 | 0.0% | 0.0% | 133 | -44,227 | -39.35% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 68,238 | 1,133 | 0.06% | 0.07% | 134 | -9,073 | -11.74% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 67,236 | 1,116 | 0.07% | 0.05% | 135 | -1,783 | -2.58% | Q1 2026 | Apr 28, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 65,651 | 1,090 | 0.09% | 0.09% | 136 | -7,006 | -9.64% | Q1 2026 | May 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 72,208 | 1,083 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 63,407 | 1,053 | 0.0% | 0.0% | 138 | +62,257 | 5413.65% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Added to | 61,517 | 1,021 | 0.12% | 0.1% | 139 | +11,313 | 22.53% | Q1 2026 | Apr 21, 2026 |
| Corus Family Wealth Advisors | History | Reduced | 60,175 | 999 | 0.81% | 2.44% | 140 | -144,070 | -70.54% | Q1 2026 | Apr 28, 2026 |
| Stewardship Advisors, LLC | History | Added to | 59,034 | 980 | 0.23% | 0.18% | 141 | +7,362 | 14.25% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 55,526 | 922 | 0.0% | 0.01% | 142 | -34,837 | -38.55% | Q1 2026 | Apr 24, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 51,974 | 863 | 0.24% | 0.19% | 143 | +3,399 | 7.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 51,850 | 861 | 0.06% | 0.05% | 144 | +6,217 | 13.62% | Q1 2026 | May 01, 2026 |
| LexAurum Advisors, LLC | History | New | 49,740 | 826 | 0.11% | — | 145 | +49,740 | New | Q1 2026 | Apr 13, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 49,643 | 824 | 0.4% | 0.49% | 146 | -9,450 | -15.99% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 49,514 | 822 | 0.23% | 0.22% | 147 | -777 | -1.55% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 48,325 | 802 | 0.02% | 0.03% | 148 | -12,705 | -20.82% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,885 | 778 | 0.01% | 0.0% | 149 | +3,314 | 6.82% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 45,200 | 750 | 0.05% | 0.05% | 150 | +1,500 | 3.43% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 44,309 | 735 | 0.07% | 0.03% | 151 | +25,711 | 138.25% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | New | 43,534 | 723 | 0.02% | — | 152 | +43,534 | New | Q1 2026 | Apr 09, 2026 |
| TCFG Investment Advisors, LLC | History | New | 43,436 | 721 | 0.27% | — | 154 | +43,436 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 43,436 | 721 | 0.27% | 0.26% | 153 | -1,058 | -2.38% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,997 | 714 | 0.01% | 0.01% | 155 | -12,162 | -22.05% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 42,596 | 707 | 0.22% | 0.06% | 156 | +22,618 | 113.21% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 41,645 | 691 | 0.03% | 0.03% | 157 | -3,432 | -7.61% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | New | 40,019 | 664 | 0.0% | — | 158 | +40,019 | New | Q1 2026 | May 11, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 39,929 | 663 | 0.36% | — | 159 | +39,929 | New | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 38,948 | 646 | 0.06% | 0.05% | 160 | +3,618 | 10.24% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 38,463 | 638 | 0.08% | 0.06% | 161 | +2,051 | 5.63% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 38,727 | 619 | 0.01% | 0.01% | 162 | +819 | 2.16% | Q1 2026 | May 04, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 37,238 | 618 | 0.14% | 0.16% | 163 | -252 | -0.67% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 37,127 | 616 | 0.11% | 0.11% | 164 | -2,520 | -6.36% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 37,034 | 615 | 0.04% | — | 165 | +37,034 | New | Q1 2026 | May 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 37,043 | 605 | 0.39% | 2.63% | 166 | -298,938 | -88.97% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 35,856 | 595 | 0.03% | 0.02% | 167 | +15,056 | 72.38% | Q1 2026 | Apr 16, 2026 |
| RMR Wealth Builders | History | Reduced | 34,931 | 580 | 0.05% | 0.04% | 168 | -804 | -2.25% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | Added to | 33,945 | 563 | 0.05% | 0.04% | 169 | +1,642 | 5.08% | Q1 2026 | Apr 30, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 33,388 | 554 | 0.26% | 0.34% | 170 | -13,336 | -28.54% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 32,955 | 547 | 0.03% | 0.02% | 171 | -7,697 | -18.93% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,859 | 545 | 0.0% | 0.01% | 172 | -58,110 | -63.88% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 31,824 | 528 | 0.01% | 0.02% | 173 | -2,972 | -8.54% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 31,667 | 525 | 0.0% | 0.0% | 174 | -1,268 | -3.85% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 31,338 | 520 | 0.01% | — | 175 | +31,338 | New | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | Reduced | 30,776 | 511 | 0.13% | 0.27% | 176 | -38,741 | -55.73% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 29,980 | 497 | 0.01% | 0.01% | 177 | -4,705 | -13.56% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 29,746 | 494 | 0.01% | 0.01% | 178 | -8,352 | -21.92% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 29,541 | 490 | 0.06% | 0.07% | 179 | -8,648 | -22.65% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 29,317 | 486 | 0.03% | 0.03% | 180 | -4,928 | -14.39% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 29,312 | 486 | 0.02% | 0.02% | 181 | -1,246 | -4.08% | Q1 2026 | Apr 27, 2026 |
| CLG LLC | History | Reduced | 28,515 | 473 | 0.12% | 0.11% | 182 | -598 | -2.05% | Q1 2026 | May 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 28,147 | 467 | 0.07% | 0.37% | 183 | -143,556 | -83.61% | Q1 2026 | Apr 20, 2026 |
| Cruiser Capital Advisors, LLC | History | New | 27,900 | 463 | 0.18% | — | 184 | +27,900 | New | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 27,845 | 462 | 0.08% | 0.07% | 185 | -2,607 | -8.56% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 26,984 | 448 | 0.02% | 0.02% | 186 | +607 | 2.3% | Q1 2026 | Apr 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 29,177 | 437 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Reduced | 26,155 | 434 | 0.01% | 0.01% | 188 | -5,791 | -18.13% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 25,671 | 426 | 0.0% | 0.0% | 189 | -1,644 | -6.02% | Q1 2026 | May 01, 2026 |
| SFM, LLC | History | New | 25,260 | 419 | 0.25% | — | 190 | +25,260 | New | Q1 2026 | Apr 08, 2026 |
| Providence Wealth Advisors, LLC | History | Added to | 24,940 | 415 | 0.26% | 0.23% | 191 | +203 | 0.82% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,310 | 403 | 0.0% | 0.0% | 192 | -879,788 | -97.31% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 24,181 | 401 | 0.0% | — | 193 | +24,181 | New | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 24,119 | 400 | 0.05% | 0.03% | 194 | +11,258 | 87.54% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Added to | 24,116 | 400 | 0.02% | 0.01% | 195 | +6,080 | 33.71% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 23,948 | 397 | 0.06% | 0.07% | 196 | -1,242 | -4.93% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 23,871 | 396 | 0.2% | 0.18% | 197 | +826 | 3.58% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 23,731 | 386 | 0.22% | — | 198 | +23,731 | New | Q1 2026 | May 19, 2026 |
| Castleview Partners, LLC | History | New | 23,117 | 383 | 0.2% | — | 199 | +23,117 | New | Q1 2026 | May 01, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 21,320 | 354 | 0.16% | 0.12% | 200 | +1,703 | 8.68% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 21,591 | 351 | 0.02% | 0.04% | 201 | -14,313 | -39.86% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 20,325 | 337 | 0.11% | 0.11% | 202 | -997 | -4.68% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 19,929 | 331 | 0.01% | 0.01% | 203 | +1,513 | 8.22% | Q1 2026 | Apr 27, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 19,844 | 329 | 0.01% | 0.01% | 204 | -941 | -4.53% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,683 | 326 | 0.0% | 0.01% | 206 | -20,832 | -51.42% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,628 | 326 | 0.03% | 0.02% | 205 | -7,749 | -28.3% | Q1 2026 | May 14, 2026 |
| Sentinel Advisory Group, LLC | History | New | 19,623 | 325 | 0.16% | — | 207 | +19,623 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 19,408 | 322 | 0.01% | 0.01% | 208 | -4,226 | -17.88% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 19,025 | 316 | 0.01% | — | 209 | +19,025 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,793 | 312 | 0.0% | 0.01% | 210 | -39,433 | -67.72% | Q1 2026 | Apr 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 18,779 | 311 | 0.14% | 0.2% | 211 | -12,588 | -40.13% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | New | 18,307 | 304 | 0.01% | — | 213 | +18,307 | New | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 18,316 | 304 | 0.05% | 0.03% | 212 | +5,756 | 45.83% | Q1 2026 | May 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 17,699 | 293 | 0.03% | 0.03% | 214 | -197 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 17,470 | 290 | 0.0% | 0.01% | 215 | -15,153 | -46.45% | Q1 2026 | May 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 17,439 | 289 | 0.0% | 0.0% | 216 | -3,328 | -16.03% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 17,326 | 287 | 0.03% | 0.03% | 217 | -597 | -3.33% | Q1 2026 | Apr 23, 2026 |
| Inspire Advisors, LLC | History | Added to | 16,921 | 281 | 0.02% | 0.02% | 218 | +2,555 | 17.79% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 17,264 | 279 | 0.16% | 0.27% | 220 | -7,873 | -31.32% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,811 | 279 | 0.03% | 0.02% | 219 | +174 | 1.05% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 17,712 | 265 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Added to | 15,319 | 254 | 0.13% | 0.13% | 222 | +2 | 0.01% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,049 | 249 | 0.01% | 0.01% | 223 | +4,809 | 46.96% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,917 | 247 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 14,856 | 246 | 0.01% | 0.01% | 225 | -3,689 | -19.89% | Q1 2026 | Apr 27, 2026 |
| Boreal Capital Management LLC | History | No change | 14,744 | 244 | 0.2% | 0.17% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 16,225 | 243 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Commerce Advisors, LLC | History | New | 14,232 | 236 | 0.2% | — | 228 | +14,232 | New | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,117 | 234 | 0.05% | 0.06% | 229 | -3,115 | -18.08% | Q1 2026 | Apr 17, 2026 |
| Cross Staff Investments Inc | History | Reduced | 14,137 | 234 | 0.12% | 0.12% | 230 | -512 | -3.5% | Q1 2026 | Apr 23, 2026 |
| Wealth Care LLC | History | New | 14,087 | 233 | 0.21% | — | 232 | +14,087 | New | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,034 | 233 | 0.0% | 0.0% | 231 | -6,228 | -30.74% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,374 | 222 | 0.01% | — | 233 | +13,374 | New | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 13,358 | 221 | 0.02% | — | 234 | +13,358 | New | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,214 | 219 | 0.0% | 0.0% | 235 | +1,759 | 15.36% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 13,166 | 218 | 0.0% | 0.0% | 236 | -1,294 | -8.95% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | No change | 12,958 | 215 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | No change | 12,585 | 209 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | Reduced | 12,549 | 208 | 0.01% | 0.1% | 239 | -157,269 | -92.61% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 13,872 | 208 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 12,216 | 202 | 0.63% | — | 241 | +12,216 | New | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,062 | 200 | 0.01% | 0.0% | 242 | +37 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,486 | 190 | 0.01% | 0.02% | 243 | -5,259 | -31.41% | Q1 2026 | Apr 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 11,488 | 190 | 0.02% | 0.02% | 244 | -1,091 | -8.67% | Q1 2026 | May 04, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 11,379 | 189 | 0.02% | 0.03% | 245 | -2,687 | -19.1% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,461 | 186 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,141 | 185 | 0.02% | — | 247 | +11,141 | New | Q1 2026 | May 15, 2026 |
| Envision Financial LLC | History | New | 11,054 | 183 | 0.1% | — | 248 | +11,054 | New | Q1 2026 | Apr 16, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 10,900 | 181 | 0.01% | — | 249 | +10,900 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 10,805 | 179 | 0.0% | 0.0% | 250 | +324 | 3.09% | Q1 2026 | Apr 13, 2026 |
| Curi Capital, LLC | History | No change | 10,541 | 175 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 10,350 | 171 | 0.13% | 0.18% | 253 | -5,428 | -34.4% | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 11,386 | 171 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 10,294 | 170 | 0.05% | 0.04% | 254 | -817 | -7.35% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,152 | 168 | 0.04% | 0.04% | 255 | +119 | 1.19% | Q1 2026 | Apr 08, 2026 |
| SMITH, MOORE & CO. | History | New | 10,109 | 167 | 0.01% | — | 256 | +10,109 | New | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | New | 10,035 | 166 | 0.01% | — | 257 | +10,035 | New | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | No change | 10,803 | 162 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 9,225 | 153 | 0.04% | 0.03% | 259 | +2,260 | 32.45% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 8,401 | 139 | 0.04% | 0.12% | 260 | -15,663 | -65.09% | Q1 2026 | May 08, 2026 |
| Luminist Capital LLC | History | New | 8,085 | 134 | 0.18% | — | 261 | +8,085 | New | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 8,049 | 133 | 0.04% | 0.04% | 262 | -837 | -9.42% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,892 | 131 | 0.0% | 0.0% | 263 | +7,151 | 965.05% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,577 | 124 | 0.0% | 0.0% | 264 | +6,762 | 829.69% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 6,555 | 108 | 0.01% | 0.01% | 265 | +128 | 1.99% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | No change | 6,464 | 107 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Blue Trust, Inc. | History | Added to | 6,341 | 105 | 0.0% | 0.0% | 267 | +745 | 13.31% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,257 | 103 | 0.0% | 0.0% | 268 | -87,046 | -93.29% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 6,198 | 102 | 0.05% | 0.06% | 269 | -2,424 | -28.11% | Q1 2026 | May 07, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 6,062 | 100 | 0.22% | 0.19% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 6,000 | 99 | 0.03% | — | 271 | +6,000 | New | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Reduced | 5,948 | 98 | 0.0% | 0.01% | 272 | -35,819 | -85.76% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,985 | 89 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 5,334 | 88 | 0.01% | — | 274 | +5,334 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 5,236 | 86 | 0.0% | 0.0% | 275 | -58,756 | -91.82% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 4,611 | 76 | 0.0% | 0.0% | 276 | -2,748 | -37.34% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,523 | 72 | 0.0% | 0.0% | 277 | -28,277 | -86.21% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,378 | 72 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Security National Bank | History | New | 4,185 | 69 | 0.01% | — | 279 | +4,185 | New | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4,063 | 67 | 0.0% | 0.0% | 280 | -2 | -0.05% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,000 | 66 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,965 | 65 | 0.01% | 0.02% | 282 | -10,338 | -72.28% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,817 | 63 | 0.0% | 0.0% | 283 | +1,367 | 55.8% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 4,186 | 62 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,755 | 56 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | New | 3,222 | 54 | 0.01% | — | 287 | +3,222 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 3,632 | 54 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | New | 3,088 | 51 | 0.02% | — | 289 | +3,088 | New | Q1 2026 | Apr 30, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 3,084 | 51 | 0.04% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 2,794 | 46 | 0.0% | 0.0% | 290 | -42 | -1.48% | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 2,513 | 37 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,110 | 35 | 0.0% | 0.0% | 292 | +42 | 2.03% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,078 | 34 | 0.1% | 0.09% | 293 | -130,086 | -98.43% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 1,899 | 31 | 0.02% | 0.02% | 294 | +38 | 2.04% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,675 | 27 | 0.0% | — | 296 | +1,675 | New | Q1 2026 | May 07, 2026 |
| Indiana Trust & Investment Management Co | History | New | 1,648 | 27 | 0.01% | — | 295 | +1,648 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,622 | 26 | 0.0% | 0.0% | 297 | +32 | 2.01% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,454 | 24 | 0.01% | — | 298 | +1,454 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | New | 1,432 | 23 | 0.0% | — | 299 | +1,432 | New | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,381 | 22 | 0.0% | 0.0% | 300 | -4,639 | -77.06% | Q1 2026 | May 08, 2026 |