LITMAN GREGORY FUNDS TRUST - DBMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 22,024,213 | 664,030 | 0.18% | 0.04% | 1 | +16,386,579 | 290.66% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,051,220 | 272,894 | 0.02% | 0.01% | 2 | +1,206,120 | 15.37% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,570,891 | 228,716 | 0.01% | 0.01% | 3 | +196,408 | 2.66% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,861,026 | 86,431 | 0.66% | — | 4 | +2,861,026 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,415,743 | 72,834 | 0.04% | 0.04% | 5 | +248,072 | 11.44% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,957,169 | 59,009 | 1.87% | — | 6 | +1,957,169 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,887,522 | 56,908 | 0.02% | 0.01% | 7 | +430,367 | 29.53% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 1,530,814 | 46,154 | 2.86% | 2.66% | 8 | -25,823 | -1.66% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,519,544 | 45,814 | 0.0% | 0.0% | 9 | +1,309,969 | 625.06% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 1,383,779 | 41,720 | 0.09% | 0.11% | 10 | -236,469 | -14.59% | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,234,297 | 37,214 | 2.28% | 2.14% | 11 | +69,681 | 5.98% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,067,012 | 32,170 | 0.17% | 0.0% | 12 | +1,058,597 | 12579.88% | Q1 2026 | May 15, 2026 |
| Edge Wealth Management LLC | History | New | 1,062,494 | 32,034 | 5.48% | — | 13 | +1,062,494 | New | Q1 2026 | Apr 20, 2026 |
| Goldstein Advisors, LLC | History | Added to | 1,062,448 | 32,032 | 3.56% | 3.36% | 14 | +11,893 | 1.13% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,114,037 | 31,259 | 2.29% | 2.29% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 955,805 | 28,817 | 0.14% | 0.15% | 16 | -10,059 | -1.04% | Q1 2026 | May 04, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 945,021 | 28,492 | 0.99% | 0.89% | 17 | +85,843 | 9.99% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 922,338 | 27,808 | 0.0% | 0.0% | 18 | +162,363 | 21.36% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 742,623 | 22,390 | 0.01% | 0.01% | 19 | +120,082 | 19.29% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 739,944 | 22,353 | 0.21% | 0.09% | 20 | +436,011 | 143.46% | Q1 2026 | Apr 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 682,558 | 20,579 | 0.17% | 0.14% | 21 | +112,233 | 19.68% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 661,094 | 19,931 | 0.22% | 0.02% | 22 | +614,029 | 1304.64% | Q1 2026 | Apr 20, 2026 |
| ROCKLAND TRUST CO | History | Added to | 627,654 | 18,923 | 0.76% | 0.67% | 23 | +21,636 | 3.57% | Q1 2026 | Apr 16, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 612,604 | 18,470 | 4.41% | 3.96% | 24 | +13,322 | 2.22% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 589,782 | 17,781 | 0.21% | 0.18% | 25 | +57,931 | 10.89% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 588,269 | 17,736 | 0.02% | 0.02% | 26 | +39,835 | 7.26% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 541,170 | 16,316 | 1.82% | 1.84% | 27 | -24,148 | -4.27% | Q1 2026 | Apr 29, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 512,410 | 15,449 | 2.77% | 2.62% | 28 | +40,105 | 8.49% | Q1 2026 | Apr 10, 2026 |
| Fortitude Family Office, LLC | History | Added to | 496,637 | 14,973 | 3.34% | 2.93% | 29 | +47,981 | 10.69% | Q1 2026 | Apr 15, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 495,467 | 14,938 | 7.52% | 7.45% | 30 | +1,396 | 0.28% | Q1 2026 | May 01, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 463,962 | 14,123 | 3.21% | 2.66% | 31 | -171,821 | -27.03% | Q1 2026 | Apr 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 447,198 | 13,483 | 2.83% | 2.72% | 32 | +10,186 | 2.33% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 444,093 | 13,389 | 0.13% | 0.18% | 33 | -200,261 | -31.08% | Q1 2026 | May 08, 2026 |
| Prentice Wealth Management LLC | History | New | 435,694 | 13,136 | 2.96% | — | 34 | +435,694 | New | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 424,687 | 12,804 | 0.07% | 0.0% | 35 | +407,728 | 2404.2% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 402,206 | 12,126 | 0.09% | 0.07% | 36 | +108,459 | 36.92% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 360,299 | 10,863 | 0.02% | 0.0% | 37 | +332,083 | 1176.93% | Q1 2026 | May 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 357,497 | 10,778 | 5.11% | 4.3% | 38 | +35,131 | 10.9% | Q1 2026 | Apr 15, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 343,625 | 10,360 | 1.13% | 1.64% | 39 | -2,052 | -0.59% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 316,920 | 9,555 | 1.95% | 1.15% | 40 | +116,738 | 58.32% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 302,054 | 9,106 | 0.0% | 0.0% | 41 | -15,275 | -4.81% | Q1 2026 | May 11, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 301,467 | 9,089 | 0.51% | 0.61% | 42 | -71,448 | -19.16% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 297,096 | 8,957 | 2.21% | 1.99% | 43 | -5,084 | -1.68% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 296,950 | 8,953 | 0.29% | 0.14% | 44 | +6,792 | 2.34% | Q1 2026 | Apr 29, 2026 |
| Leelyn Smith, LLC | History | Added to | 296,205 | 8,930 | 1.25% | 1.04% | 45 | +38,723 | 15.04% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 286,203 | 8,629 | 0.01% | 0.01% | 46 | +39,768 | 16.14% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 277,807 | 8,375 | 1.05% | 1.44% | 47 | +7,121 | 2.63% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 274,508 | 7,702 | 0.05% | 0.04% | 48 | +64,012 | 30.41% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 253,270 | 7,636 | 0.04% | 0.06% | 49 | -182,253 | -41.85% | Q1 2026 | Apr 24, 2026 |
| FMA Wealth Management, LLC | History | Added to | 248,127 | 7,481 | 4.98% | 4.5% | 50 | +644 | 0.26% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 218,130 | 6,576 | 0.08% | 0.16% | 51 | -252,117 | -53.61% | Q1 2026 | May 01, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 213,768 | 6,445 | 1.46% | 1.29% | 52 | +2,205 | 1.04% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 207,866 | 6,267 | 0.04% | 0.1% | 53 | +3,556 | 1.74% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | No change | 205,764 | 6,203 | 0.3% | 0.26% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 201,044 | 6,061 | 0.02% | 0.02% | 55 | -43,891 | -17.92% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 200,174 | 6,035 | 3.56% | 3.35% | 56 | +4,231 | 2.16% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 199,754 | 6,023 | 0.02% | 0.02% | 57 | -9,486 | -4.53% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 186,740 | 5,630 | 1.27% | 1.21% | 58 | +7,540 | 4.21% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 185,040 | 5,579 | 0.3% | 0.05% | 59 | +144,641 | 358.03% | Q1 2026 | May 12, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 181,800 | 5,481 | 0.03% | — | 60 | +181,800 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 181,221 | 5,463 | 0.01% | 0.01% | 61 | +6,853 | 3.93% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 166,296 | 5,013 | 0.28% | 0.24% | 62 | +4,586 | 2.84% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 166,095 | 5,007 | 0.17% | 0.13% | 63 | +38,472 | 30.15% | Q1 2026 | Apr 07, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 149,763 | 4,515 | 2.76% | 2.67% | 64 | +9,792 | 7.0% | Q1 2026 | Apr 20, 2026 |
| Ethos Financial Group, LLC | History | Added to | 149,281 | 4,500 | 0.33% | 0.28% | 65 | +12,078 | 8.8% | Q1 2026 | May 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 146,677 | 4,434 | 0.06% | 0.03% | 66 | +74,407 | 102.96% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Added to | 145,714 | 4,393 | 1.41% | 1.07% | 67 | +8,707 | 6.36% | Q1 2026 | May 06, 2026 |
| Live Oak Investment Partners | History | Added to | 144,036 | 4,342 | 2.56% | 2.38% | 68 | +6,014 | 4.36% | Q1 2026 | Apr 29, 2026 |
| Avestar Capital, LLC | History | Reduced | 139,617 | 4,209 | 0.27% | 0.26% | 69 | -4,723 | -3.27% | Q1 2026 | May 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 138,109 | 4,164 | 1.87% | 1.77% | 70 | +7,644 | 5.86% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 148,138 | 4,156 | 2.6% | 2.6% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 137,123 | 4,134 | 2.97% | 1.95% | 72 | +37,226 | 37.26% | Q1 2026 | May 05, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 131,203 | 3,955 | 1.78% | 1.63% | 73 | +2,003 | 1.55% | Q1 2026 | Apr 16, 2026 |
| ASPIRIANT, LLC | History | Reduced | 126,518 | 3,814 | 0.11% | 0.11% | 74 | -4,086 | -3.13% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 125,678 | 3,789 | 0.02% | 0.01% | 75 | +28,321 | 29.09% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 123,419 | 3,721 | 0.74% | — | 76 | +123,419 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 121,616 | 3,666 | 0.03% | 0.01% | 77 | +92,665 | 320.08% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 121,103 | 3,651 | 0.04% | 0.04% | 78 | +1,702 | 1.43% | Q1 2026 | May 05, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 120,554 | 3,634 | 0.43% | 0.45% | 79 | -7,100 | -5.56% | Q1 2026 | May 15, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 117,865 | 3,553 | 0.37% | 0.33% | 80 | +54 | 0.05% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | Added to | 102,256 | 3,083 | 2.64% | 2.0% | 81 | +13,051 | 14.63% | Q1 2026 | Apr 23, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 101,535 | 3,061 | 2.09% | 1.5% | 82 | +25,693 | 33.88% | Q1 2026 | May 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 99,490 | 2,999 | 0.27% | 0.09% | 83 | +70,788 | 246.63% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | New | 96,748 | 2,916 | 0.0% | — | 84 | +96,748 | New | Q1 2026 | May 14, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 95,835 | 2,889 | 2.84% | 2.58% | 85 | +3,931 | 4.28% | Q1 2026 | Apr 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 94,487 | 2,848 | 1.06% | 1.36% | 86 | -19,549 | -17.14% | Q1 2026 | Apr 17, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 93,486 | 2,818 | 1.74% | — | 87 | +93,486 | New | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 91,255 | 2,751 | 0.06% | 0.01% | 88 | +76,473 | 517.34% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 90,412 | 2,725 | 0.02% | 0.01% | 89 | +63,028 | 230.16% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 89,621 | 2,702 | 0.05% | 0.0% | 90 | +81,151 | 958.1% | Q1 2026 | Apr 10, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 89,137 | 2,687 | 0.21% | 0.17% | 91 | +13,192 | 17.37% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 88,944 | 2,681 | 0.0% | 0.0% | 92 | +25,043 | 39.19% | Q1 2026 | May 13, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 87,437 | 2,636 | 1.26% | 0.77% | 93 | +32,112 | 58.04% | Q1 2026 | May 01, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 85,828 | 2,587 | 1.66% | 1.51% | 94 | +4,213 | 5.16% | Q1 2026 | May 04, 2026 |
| Midwest Financial Group LLC | History | Added to | 80,922 | 2,439 | 1.04% | 1.0% | 95 | +344 | 0.43% | Q1 2026 | Apr 22, 2026 |
| ARWA LLC | History | Added to | 79,997 | 2,421 | 1.2% | 0.47% | 96 | +51,152 | 177.33% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 77,047 | 2,322 | 0.19% | 0.17% | 97 | +5,230 | 7.28% | Q1 2026 | Apr 08, 2026 |
| Rubicon Advisors, GP | History | New | 74,893 | 2,258 | 1.97% | — | 98 | +74,893 | New | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 74,778 | 2,254 | 0.5% | 0.41% | 99 | +10,711 | 16.72% | Q1 2026 | Apr 14, 2026 |
| Altiora Financial Group, LLC | History | New | 70,191 | 2,116 | 0.35% | — | 100 | +70,191 | New | Q1 2026 | May 08, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 68,986 | 2,079 | 0.34% | 0.31% | 101 | +773 | 1.13% | Q1 2026 | Apr 22, 2026 |
| Clarity Asset Management, Inc. | History | New | 68,393 | 2,062 | 1.04% | — | 102 | +68,393 | New | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 68,054 | 2,052 | 0.01% | — | 103 | +68,054 | New | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 66,339 | 2,000 | 0.02% | — | 104 | +66,339 | New | Q1 2026 | May 12, 2026 |
| Forum Finance Group S.A. | History | New | 77,554 | 1,882 | 1.02% | — | 105 | +77,554 | New | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,721 | 1,860 | 0.0% | 0.0% | 106 | +2,223 | 3.74% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 59,746 | 1,801 | 0.16% | 0.12% | 107 | -13,024 | -17.9% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 59,710 | 1,800 | 0.0% | 0.0% | 108 | -370 | -0.62% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,282 | 1,787 | 0.02% | 0.0% | 109 | +40,199 | 210.65% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | No change | 57,057 | 1,720 | 0.38% | 0.36% | 110 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Canal Capital Management, LLC | History | Reduced | 55,826 | 1,683 | 0.23% | 0.31% | 111 | -22,410 | -28.64% | Q1 2026 | Apr 27, 2026 |
| ATX Financial Planning, LLC | History | New | 55,784 | 1,681 | 1.28% | — | 112 | +55,784 | New | Q1 2026 | Apr 30, 2026 |
| Smart Portfolios, LLC | History | Added to | 53,108 | 1,601 | 1.6% | 1.42% | 113 | +2,399 | 4.73% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,841 | 1,563 | 0.0% | 0.0% | 114 | +28,577 | 122.84% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 50,832 | 1,532 | 0.01% | 0.01% | 115 | +593 | 1.18% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 50,418 | 1,520 | 0.17% | 0.11% | 116 | +14,914 | 42.01% | Q1 2026 | Apr 29, 2026 |
| LS Investment Advisors, LLC | History | New | 47,530 | 1,433 | 0.21% | — | 117 | +47,530 | New | Q1 2026 | Apr 20, 2026 |
| Guardian Capital, LLC | History | Added to | 47,414 | 1,429 | 1.37% | 0.44% | 118 | +29,894 | 170.63% | Q1 2026 | May 11, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 49,585 | 1,428 | 1.32% | 1.32% | 119 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 46,356 | 1,397 | 0.08% | — | 120 | +46,356 | New | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 46,223 | 1,393 | 0.01% | 0.01% | 121 | +10,087 | 27.91% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Added to | 45,374 | 1,368 | 0.15% | 0.13% | 122 | +3,114 | 7.37% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 45,199 | 1,361 | 0.0% | 0.0% | 123 | -89 | -0.2% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | New | 43,570 | 1,313 | 0.06% | — | 124 | +43,570 | New | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 42,777 | 1,289 | 0.1% | 0.13% | 125 | -16,137 | -27.39% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,193 | 1,241 | 0.03% | 0.04% | 126 | +984 | 2.45% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 39,931 | 1,204 | 0.06% | 0.05% | 127 | +782 | 2.0% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,608 | 1,194 | 0.0% | 0.0% | 128 | +745 | 1.92% | Q1 2026 | May 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 38,903 | 1,172 | 0.71% | 0.71% | 129 | -5,202 | -11.79% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 38,819 | 1,170 | 0.45% | 0.3% | 130 | -4,939 | -11.29% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 37,908 | 1,142 | 0.0% | — | 131 | +37,908 | New | Q1 2026 | May 12, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 37,745 | 1,138 | 0.12% | — | 132 | +37,745 | New | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 37,439 | 1,128 | 0.21% | 0.22% | 133 | +17,361 | 86.47% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | New | 37,386 | 1,127 | 0.04% | — | 134 | +37,386 | New | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 37,166 | 1,120 | 0.14% | — | 135 | +37,166 | New | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 37,139 | 1,119 | 0.05% | 0.04% | 136 | +6,921 | 22.9% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 35,945 | 1,083 | 0.01% | — | 137 | +35,945 | New | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 34,433 | 1,038 | 0.01% | — | 138 | +34,433 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 34,114 | 1,028 | 0.0% | — | 139 | +34,114 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 36,369 | 1,020 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,715 | 1,016 | 0.0% | 0.0% | 141 | +6,202 | 22.54% | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | Reduced | 33,574 | 1,012 | 0.48% | 6.07% | 142 | -394,989 | -92.17% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Added to | 32,970 | 994 | 0.08% | 0.08% | 143 | +2,735 | 9.05% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 32,557 | 981 | 0.19% | 0.18% | 144 | +5,885 | 22.06% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 32,173 | 970 | 0.05% | 0.05% | 145 | +1,435 | 4.67% | Q1 2026 | Apr 30, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Reduced | 31,933 | 962 | 0.56% | 0.65% | 146 | -1,870 | -5.53% | Q1 2026 | Apr 21, 2026 |
| NWAM LLC | History | Reduced | 31,791 | 958 | 0.06% | 0.05% | 147 | -7 | -0.02% | Q1 2026 | May 04, 2026 |
| RHS Financial, LLC | History | Reduced | 31,454 | 948 | 0.45% | 0.69% | 148 | -18,934 | -37.58% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 31,412 | 947 | 0.04% | 0.03% | 149 | +6,166 | 24.42% | Q1 2026 | Apr 21, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 31,129 | 940 | 0.74% | 0.93% | 150 | -3,541 | -10.21% | Q1 2026 | Apr 02, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 28,183 | 849 | 0.54% | 0.76% | 151 | -18,651 | -39.82% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 28,110 | 847 | 0.04% | 0.04% | 152 | -206 | -0.73% | Q1 2026 | May 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 27,210 | 820 | 0.08% | 0.08% | 153 | +671 | 2.53% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 27,210 | 820 | 0.12% | 0.11% | 154 | +671 | 2.53% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,058 | 815 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City Center Advisors, LLC | History | Reduced | 26,129 | 787 | 0.73% | 0.77% | 156 | -3,583 | -12.06% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 26,031 | 784 | 0.04% | — | 157 | +26,031 | New | Q1 2026 | Apr 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 25,128 | 757 | 0.22% | 0.21% | 158 | -1,008 | -3.86% | Q1 2026 | Apr 28, 2026 |
| Trademark Financial Management, LLC | History | New | 24,577 | 740 | 0.36% | — | 159 | +24,577 | New | Q1 2026 | Apr 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 24,023 | 724 | 0.18% | — | 160 | +24,023 | New | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 23,754 | 716 | 0.01% | 0.01% | 161 | +13,182 | 124.69% | Q1 2026 | Apr 17, 2026 |
| Estate Counselors, LLC | History | Added to | 23,640 | 712 | 0.06% | 0.03% | 162 | +11,790 | 99.49% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,359 | 704 | 0.0% | 0.0% | 163 | +2,951 | 14.46% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 22,603 | 681 | 0.0% | — | 164 | +22,603 | New | Q1 2026 | May 15, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 22,524 | 679 | 0.46% | 0.24% | 165 | +9,868 | 77.97% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 22,464 | 677 | 0.02% | 0.01% | 166 | +8,987 | 66.68% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | New | 21,993 | 663 | 0.0% | — | 167 | +21,993 | New | Q1 2026 | Apr 27, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 21,468 | 647 | 0.14% | 0.15% | 168 | -978 | -4.36% | Q1 2026 | May 06, 2026 |
| Entelevest, LLC | History | Added to | 21,349 | 643 | 0.64% | 0.43% | 169 | +6,172 | 40.67% | Q1 2026 | May 04, 2026 |
| Stirlingshire Investments, Inc. | History | New | 21,091 | 635 | 0.56% | — | 170 | +21,091 | New | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | New | 20,534 | 619 | 0.12% | — | 171 | +20,534 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 20,380 | 614 | 0.0% | 0.0% | 172 | -2,840 | -12.23% | Q1 2026 | May 12, 2026 |
| First Growth Capital LLC | History | Reduced | 20,076 | 606 | 0.55% | 0.87% | 173 | -11,868 | -37.15% | Q1 2026 | May 04, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 19,519 | 588 | 0.28% | 0.24% | 174 | +451 | 2.37% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,215 | 579 | 0.02% | 0.02% | 175 | +144 | 0.76% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,019 | 576 | 0.0% | 0.0% | 176 | -14,999 | -44.09% | Q1 2026 | Apr 08, 2026 |
| UBS Group AG | History | Added to | 18,499 | 557 | 0.0% | 0.0% | 177 | +10,703 | 137.29% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 18,329 | 552 | 0.08% | 0.03% | 178 | +11,880 | 184.21% | Q1 2026 | May 05, 2026 |
| IFS Group,LLC | History | New | 18,245 | 550 | 0.49% | — | 179 | +18,245 | New | Q1 2026 | May 18, 2026 |
| Prospera Financial Services Inc | History | New | 18,009 | 542 | 0.01% | — | 180 | +18,009 | New | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | New | 17,504 | 542 | 0.01% | — | 181 | +17,504 | New | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | New | 17,903 | 539 | 0.09% | — | 182 | +17,903 | New | Q1 2026 | Apr 29, 2026 |
| Trajan Wealth LLC | History | Reduced | 17,177 | 517 | 0.02% | 0.02% | 183 | -322 | -1.84% | Q1 2026 | May 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 16,332 | 492 | 0.43% | 0.4% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Navis Wealth Advisors, LLC | History | New | 16,244 | 489 | 0.25% | — | 185 | +16,244 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 15,787 | 476 | 0.01% | 0.01% | 186 | +9,010 | 132.95% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 16,349 | 458 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 15,100 | 455 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bellecapital International Ltd. | History | New | 14,966 | 451 | 0.08% | — | 189 | +14,966 | New | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 14,838 | 447 | 0.02% | 0.01% | 190 | +3,022 | 25.58% | Q1 2026 | Apr 14, 2026 |
| Claro Advisors Inc. | History | New | 14,475 | 436 | 0.05% | — | 191 | +14,475 | New | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,857 | 417 | 0.01% | 0.01% | 192 | +831 | 6.38% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,715 | 413 | 0.0% | 0.0% | 193 | -1,792 | -11.56% | Q1 2026 | Apr 30, 2026 |
| DAHRING | CUSMANO LLC | History | New | 13,405 | 404 | 0.25% | — | 194 | +13,405 | New | Q1 2026 | May 05, 2026 |
| Ignite Planners, LLC | History | Added to | 13,262 | 399 | 0.06% | 0.06% | 195 | +677 | 5.38% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,080 | 394 | 0.01% | 0.01% | 196 | +441 | 3.49% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 12,950 | 390 | 0.0% | 0.0% | 197 | +6,147 | 90.36% | Q1 2026 | May 11, 2026 |
| Proficio Capital Partners LLC | History | Added to | 12,766 | 389 | 0.02% | 0.02% | 198 | +980 | 8.31% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | New | 12,500 | 376 | 0.0% | — | 199 | +12,500 | New | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 13,257 | 371 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signet Private Wealth LLC | History | Reduced | 12,232 | 368 | 0.35% | 0.34% | 201 | -567 | -4.43% | Q1 2026 | Apr 29, 2026 |
| Glassman Wealth Services | History | Reduced | 12,144 | 366 | 0.05% | 0.07% | 202 | -6,143 | -33.59% | Q1 2026 | May 04, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 12,140 | 366 | 0.47% | 0.42% | 203 | +219 | 1.84% | Q1 2026 | Apr 22, 2026 |
| Strive Financial Group ,LLC | History | Added to | 11,949 | 360 | 0.19% | 0.15% | 204 | +1,714 | 16.75% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 11,916 | 359 | 0.05% | 0.03% | 205 | +1,759 | 17.32% | Q1 2026 | Apr 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,309 | 340 | 0.01% | 0.01% | 206 | -186 | -1.62% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | New | 11,221 | 338 | 0.02% | — | 208 | +11,221 | New | Q1 2026 | Apr 28, 2026 |
| Verum Partners LLC | History | Added to | 11,223 | 338 | 0.06% | 0.06% | 207 | +556 | 5.21% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,177 | 336 | 0.01% | 0.01% | 209 | +409 | 3.8% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 11,076 | 333 | 0.03% | 0.02% | 210 | +3,485 | 45.91% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | New | 10,903 | 328 | 0.0% | — | 211 | +10,903 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 10,883 | 328 | 0.02% | — | 212 | +10,883 | New | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | New | 10,856 | 327 | 0.02% | — | 213 | +10,856 | New | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | New | 10,833 | 327 | 0.05% | — | 214 | +10,833 | New | Q1 2026 | Apr 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 10,835 | 326 | 0.08% | — | 216 | +10,835 | New | Q1 2026 | Apr 17, 2026 |
| Advisor Resource Council | History | Reduced | 10,841 | 326 | 0.11% | 0.12% | 215 | -378 | -3.37% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,675 | 321 | 0.02% | 0.01% | 217 | +427 | 4.17% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,468 | 315 | 0.01% | — | 219 | +10,468 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 10,457 | 315 | 0.0% | 0.0% | 218 | +174 | 1.69% | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 10,260 | 309 | 0.35% | 0.47% | 221 | -6,758 | -39.71% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 10,267 | 309 | 0.0% | 0.0% | 220 | +2,327 | 29.31% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | New | 10,220 | 308 | 0.09% | — | 222 | +10,220 | New | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | Added to | 10,065 | 303 | 0.06% | 0.05% | 223 | +2,442 | 32.03% | Q1 2026 | May 08, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,053 | 303 | 0.12% | 0.12% | 224 | -818 | -7.52% | Q1 2026 | Apr 23, 2026 |
| TOWLE & CO | History | New | 9,644 | 290 | 0.11% | — | 225 | +9,644 | New | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 9,318 | 280 | 0.01% | 0.01% | 226 | +64 | 0.69% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | New | 9,019 | 271 | 0.0% | — | 227 | +9,019 | New | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,826 | 266 | 0.0% | 0.0% | 228 | -4,907 | -35.73% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | New | 8,671 | 261 | 0.01% | — | 229 | +8,671 | New | Q1 2026 | Apr 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 8,197 | 247 | 0.04% | — | 230 | +8,197 | New | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | Added to | 8,147 | 245 | 0.07% | 0.07% | 231 | +641 | 8.54% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | New | 7,791 | 234 | 0.0% | — | 232 | +7,791 | New | Q1 2026 | May 15, 2026 |
| Frankly Finances, LLC | History | No change | 7,640 | 230 | 0.21% | 0.2% | 233 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 7,479 | 226 | 0.05% | 0.05% | 234 | -41 | -0.55% | Q1 2026 | May 05, 2026 |
| 4J Wealth Management LLC | History | New | 7,363 | 221 | 0.13% | — | 235 | +7,363 | New | Q1 2026 | May 05, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 7,315 | 220 | 0.25% | 0.79% | 236 | -17,433 | -70.44% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | New | 7,218 | 218 | 0.0% | — | 237 | +7,218 | New | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | New | 6,985 | 210 | 0.03% | — | 238 | +6,985 | New | Q1 2026 | May 07, 2026 |
| Endowment Wealth Management, Inc. | History | New | 6,856 | 206 | 0.09% | — | 239 | +6,856 | New | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | New | 6,811 | 205 | 0.0% | — | 240 | +6,811 | New | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | New | 6,805 | 205 | 0.14% | — | 241 | +6,805 | New | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | New | 6,708 | 202 | 0.0% | — | 242 | +6,708 | New | Q1 2026 | Apr 15, 2026 |
| Paul R. Ried Financial Group, LLC | History | New | 6,697 | 201 | 0.09% | — | 243 | +6,697 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,518 | 196 | 0.0% | 0.0% | 244 | +4,759 | 270.55% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 6,320 | 190 | 0.01% | 0.0% | 245 | +5,807 | 1131.97% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 6,250 | 188 | 0.01% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 5,637 | 169 | 0.0% | — | 247 | +5,637 | New | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | New | 4,278 | 128 | 0.0% | — | 248 | +4,278 | New | Q1 2026 | May 07, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,533 | 106 | 0.04% | 0.04% | 249 | -41 | -1.15% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,388 | 102 | 0.0% | 0.0% | 250 | -1,043 | -23.54% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 91,670 | 91 | 0.0% | 0.01% | 251 | +4,524 | 5.19% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,033 | 91 | 0.05% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 2,958 | 89 | 0.02% | — | 253 | +2,958 | New | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | New | 2,430 | 73 | 0.01% | — | 254 | +2,430 | New | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1,135 | 34 | 0.0% | — | 256 | +1,135 | New | Q1 2026 | Apr 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,145 | 34 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,089 | 32 | 0.0% | 0.0% | 257 | +739 | 211.14% | Q1 2026 | May 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 1,053 | 32 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,081 | 32 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,002 | 30 | 0.01% | — | 260 | +1,002 | New | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 884 | 26 | 0.0% | 0.0% | 261 | +10 | 1.14% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 805 | 24 | 0.0% | — | 263 | +805 | New | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 818 | 24 | 0.01% | 0.01% | 262 | -42 | -4.88% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 781 | 23 | 0.0% | — | 264 | +781 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 759 | 22 | 0.0% | 0.0% | 265 | +296 | 63.93% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 728 | 21 | 0.0% | — | 266 | +728 | New | Q1 2026 | May 19, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 634 | 19 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | New | 611 | 18 | 0.0% | — | 268 | +611 | New | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 542 | 16 | 0.01% | 0.01% | 269 | -27 | -4.75% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 459 | 13 | 0.0% | 0.0% | 270 | +2 | 0.44% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 419 | 12 | 0.0% | — | 271 | +419 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 400 | 12 | 0.0% | — | 272 | +400 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 332 | 10 | 0.0% | 0.0% | 273 | +194 | 140.58% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 351 | 10 | 0.0% | 0.0% | 274 | -14 | -3.84% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 315 | 9 | 0.0% | 0.0% | 275 | +11 | 3.62% | Q1 2026 | May 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 250 | 7 | 0.0% | 0.03% | 276 | -2,837 | -91.9% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 241 | 7 | 0.0% | — | 278 | +241 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | New | 235 | 7 | 0.0% | — | 279 | +235 | New | Q1 2026 | Apr 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 250 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 229 | 6 | 0.0% | — | 282 | +229 | New | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 205 | 6 | 0.0% | 0.0% | 280 | +40 | 24.24% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | No change | 200 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 173 | 5 | 0.0% | 2.51% | 283 | -216,335 | -99.92% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 187 | 5 | 0.0% | 0.0% | 284 | -91 | -32.73% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 190 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 164 | 4 | 0.0% | — | 287 | +164 | New | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | New | 117 | 3 | 0.0% | — | 290 | +117 | New | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | New | 116 | 3 | 0.0% | — | 291 | +116 | New | Q1 2026 | Apr 24, 2026 |
| NBT BANK N A /NY | History | New | 105 | 3 | 0.0% | — | 289 | +105 | New | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | New | 83 | 3 | 0.0% | — | 292 | +83 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 101 | 3 | 0.0% | 0.0% | 288 | +37 | 57.81% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 91 | 2 | 0.0% | 0.0% | 293 | -285 | -75.8% | Q1 2026 | May 04, 2026 |
| Centerpoint Advisors, LLC | History | New | 80 | 2 | 0.0% | — | 294 | +80 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 34 | 1 | 0.0% | — | 298 | +34 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 35 | 1 | 0.0% | — | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.21% | — | -3,121,070 | -100.0% | Q1 2026 | May 12, 2026 |
| Carrera Capital Advisors | History | Closed out | 0 | 0 | — | 0.92% | — | -195,638 | -100.0% | Q1 2026 | May 04, 2026 |