VanEck ETF Trust - EMLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 17,005,657 | 427,012 | 0.07% | 0.06% | 1 | +1,989,165 | 13.25% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 12,931,703 | 324,715 | 0.05% | 0.01% | 2 | +10,290,061 | 389.53% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,646,081 | 242,219 | 0.22% | 0.24% | 3 | +359,239 | 3.87% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,748,068 | 119,223 | 0.09% | 0.05% | 4 | +2,093,000 | 78.83% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,543,042 | 114,075 | 1.36% | 1.41% | 5 | +123,864 | 2.8% | Q1 2026 | May 01, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 3,665,900 | 92,050 | 3.22% | 5.07% | 6 | -2,929,289 | -44.42% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,498,583 | 87,849 | 0.02% | 0.02% | 7 | +530,846 | 17.89% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 3,460,286 | 86,887 | 0.0% | 0.0% | 8 | +469,585 | 15.7% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,405,599 | 85,514 | 0.02% | 0.0% | 9 | +2,676,151 | 366.87% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 3,343,295 | 83,950 | 0.25% | 0.19% | 10 | +637,300 | 23.55% | Q1 2026 | May 08, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 3,100,000 | 77,841 | 0.46% | 0.48% | 11 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,942,921 | 73,896 | 0.01% | 0.0% | 12 | +430,376 | 17.13% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,927,549 | 73,510 | 0.0% | 0.0% | 13 | +381,427 | 14.98% | Q1 2026 | May 15, 2026 |
| PAYDEN & RYGEL | History | Reduced | 2,292,102 | 57,555 | 4.43% | 4.35% | 14 | -143,360 | -5.89% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 2,268,582 | 56,964 | 0.0% | 0.0% | 15 | -36,626 | -1.59% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 2,031,712 | 51,016 | 0.05% | 0.04% | 16 | +95,036 | 4.91% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,976,863 | 49,639 | 0.01% | 0.01% | 17 | +746,781 | 60.71% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,937,874 | 48,660 | 0.19% | — | 18 | +1,937,874 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,847,468 | 46,389 | 0.01% | 0.01% | 19 | -251,289 | -11.97% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,771,084 | 44,471 | 0.02% | 0.01% | 20 | +281,351 | 18.89% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,533,049 | 38,494 | 0.01% | 0.01% | 21 | +506,388 | 49.32% | Q1 2026 | May 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,374,900 | 34,138 | 0.03% | 0.01% | 22 | +986,687 | 254.16% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,306,467 | 32,805 | 0.26% | 0.23% | 23 | +272,214 | 26.32% | Q1 2026 | Apr 07, 2026 |
| Calamos Advisors LLC | History | Added to | 1,176,185 | 29,534 | 0.1% | 0.04% | 24 | +793,185 | 207.1% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,147,890 | 28,823 | 0.02% | 0.02% | 25 | -17,215 | -1.48% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,113,458 | 27,958 | 0.1% | 0.11% | 26 | -32,813 | -2.86% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,111,642 | 27,914 | 0.0% | 0.0% | 27 | +92,773 | 9.11% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,103,489 | 27,708 | 0.01% | 0.01% | 28 | +289,002 | 35.48% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,086,213 | 27,274 | 0.59% | 0.62% | 29 | +7,896 | 0.73% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 1,056,750 | 26,535 | 0.08% | — | 30 | +1,056,750 | New | Q1 2026 | May 05, 2026 |
| Madison Asset Management, LLC | History | Added to | 1,029,811 | 25,858 | 0.32% | 0.15% | 31 | +517,850 | 101.15% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,025,573 | 25,833 | 0.01% | 0.01% | 32 | +134,659 | 15.11% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 968,550 | 24,320 | 0.06% | 0.03% | 33 | +489,973 | 102.38% | Q1 2026 | May 11, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 888,281 | 22,304 | 2.54% | — | 34 | +888,281 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 856,976 | 21,518 | 0.01% | 0.01% | 35 | +200,102 | 30.46% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 847,031 | 21,268 | 1.07% | 1.05% | 36 | +52,404 | 6.59% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 836,368 | 21,001 | 0.0% | 0.0% | 37 | +826,067 | 8019.29% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 800,000 | 20,088 | 0.03% | 0.05% | 38 | -400,000 | -33.33% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 851,000 | 20,042 | 9.28% | 16.64% | 39 | -502,700 | -37.14% | Q1 2026 | Apr 22, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | New | 773,331 | 19,418 | 0.73% | — | 40 | +773,331 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 768,250 | 19,290 | 0.0% | 0.0% | 41 | -11,028 | -1.42% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 694,634 | 17,442 | 0.01% | 0.01% | 42 | +321,146 | 85.99% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 690,769 | 17,345 | 0.01% | 0.0% | 43 | +608,440 | 739.03% | Q1 2026 | May 14, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 628,062 | 15,770 | 2.78% | 2.82% | 44 | +32,054 | 5.38% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 621,612 | 15,608 | 0.0% | — | 45 | +621,612 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 595,303 | 14,948 | 0.03% | 0.03% | 46 | +23,278 | 4.07% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 590,063 | 14,816 | 0.02% | 0.01% | 47 | +81,412 | 16.01% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 580,940 | 14,581 | 0.01% | 0.01% | 48 | +34,731 | 6.36% | Q1 2026 | May 14, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 576,635 | 14,479 | 2.6% | 2.7% | 49 | +48,887 | 9.26% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 516,278 | 12,963 | 0.07% | 0.08% | 50 | +66,302 | 14.73% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 504,790 | 12,675 | 0.04% | 0.02% | 51 | +158,387 | 45.72% | Q1 2026 | May 04, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 500,000 | 12,555 | 0.05% | — | 52 | +500,000 | New | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 472,328 | 11,860 | 0.23% | 0.21% | 53 | +49,698 | 11.76% | Q1 2026 | Apr 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 466,977 | 11,725 | 0.09% | 0.08% | 54 | +55,948 | 13.61% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 443,797 | 11,143 | 1.16% | 0.91% | 55 | +62,340 | 16.34% | Q1 2026 | May 06, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | New | 429,718 | 10,790 | 1.12% | — | 56 | +429,718 | New | Q1 2026 | Apr 30, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 414,471 | 10,407 | 2.43% | 2.47% | 57 | +11,040 | 2.74% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 408,080 | 10,246 | 0.11% | 0.14% | 58 | +5,643 | 1.4% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 400,044 | 10,045 | 0.01% | — | 59 | +400,044 | New | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | New | 397,067 | 9,970 | 4.99% | — | 60 | +397,067 | New | Q1 2026 | May 14, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 356,382 | 8,948 | 4.27% | 8.21% | 61 | +346,801 | 3619.67% | Q1 2026 | May 06, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 333,725 | 8,379 | 0.94% | 1.89% | 62 | -303,514 | -47.63% | Q1 2026 | Apr 10, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 333,138 | 8,365 | 0.86% | 0.9% | 63 | -3,731 | -1.11% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Added to | 325,251 | 8,167 | 0.6% | 0.57% | 64 | +28,844 | 9.73% | Q1 2026 | May 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 323,296 | 8,117 | 2.55% | 2.59% | 65 | -136 | -0.04% | Q1 2026 | Apr 06, 2026 |
| VPR Management LLC | History | No change | 316,200 | 7,939 | 3.17% | 3.64% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 298,518 | 7,495 | 0.01% | 0.01% | 67 | -85,116 | -22.19% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | New | 297,113 | 7,460 | 3.21% | — | 68 | +297,113 | New | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 286,893 | 7,203 | 0.09% | 0.09% | 69 | +43,520 | 17.88% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 277,409 | 6,965 | 0.01% | 0.01% | 70 | +18,064 | 6.97% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 276,920 | 6,953 | 0.11% | — | 71 | +276,920 | New | Q1 2026 | May 15, 2026 |
| Point Nemo Capital, LLC | History | New | 274,229 | 6,885 | 4.54% | — | 72 | +274,229 | New | Q1 2026 | May 15, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 271,291 | 6,812 | 4.53% | 4.68% | 73 | -1,256 | -0.46% | Q1 2026 | May 07, 2026 |
| Summit Global Investments | History | New | 266,975 | 6,704 | 0.4% | — | 74 | +266,975 | New | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 265,357 | 6,663 | 0.04% | 0.02% | 75 | +40,691 | 18.11% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 256,665 | 6,444 | 0.04% | 0.02% | 76 | +114,206 | 80.17% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 244,517 | 6,139 | 0.34% | 0.15% | 77 | +153,593 | 168.92% | Q1 2026 | Apr 29, 2026 |
| Avos Capital Management, LLC | History | Added to | 243,653 | 6,118 | 2.42% | 2.44% | 78 | +27,036 | 12.48% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 241,697 | 6,069 | 0.01% | 0.01% | 79 | -5,540 | -2.24% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 232,685 | 5,842 | 0.09% | 0.05% | 80 | +130,516 | 127.75% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | New | 231,686 | 5,817 | 0.04% | — | 81 | +231,686 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 233,400 | 5,795 | 0.0% | 0.0% | 82 | +82,078 | 54.24% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 226,771 | 5,666 | 0.32% | 0.36% | 83 | -10,437 | -4.4% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 219,959 | 5,523 | 0.08% | 0.08% | 84 | +5,905 | 2.76% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 216,963 | 5,447 | 0.01% | 0.01% | 85 | +10,800 | 5.24% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | New | 203,300 | 5,104 | 0.01% | — | 86 | +203,300 | New | Q1 2026 | May 14, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 200,183 | 5,026 | 2.81% | 2.36% | 87 | +25,357 | 14.5% | Q1 2026 | Apr 10, 2026 |
| Rockport Wealth LLC | History | Added to | 194,607 | 4,886 | 0.89% | 0.4% | 88 | +115,723 | 146.7% | Q1 2026 | May 05, 2026 |
| rebel Financial LLC | History | Added to | 190,178 | 4,775 | 2.07% | 2.03% | 89 | +6,494 | 3.54% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 188,649 | 4,736 | 0.01% | — | 90 | +188,620 | 650413.79% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 181,245 | 4,551 | 0.02% | 0.03% | 91 | -1,156 | -0.63% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 176,151 | 4,423 | 2.17% | — | 92 | +176,151 | New | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 174,599 | 4,384 | 0.03% | 0.03% | 93 | +33,557 | 23.79% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 173,646 | 4,360 | 0.02% | 0.04% | 94 | -301,649 | -63.47% | Q1 2026 | Jun 02, 2026 |
| COMERICA BANK | History | No change | 161,016 | 4,157 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 164,847 | 4,139 | 0.05% | 0.0% | 96 | +150,598 | 1056.9% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 162,176 | 4,072 | 0.25% | 0.12% | 97 | -1,791,075 | -91.7% | Q1 2026 | May 12, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 159,175 | 3,996 | 2.36% | 2.55% | 98 | -3,078 | -1.9% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 158,214 | 3,972 | 0.09% | 0.18% | 99 | +10,863 | 7.37% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 155,687 | 3,909 | 0.01% | 0.01% | 100 | -3,708 | -2.33% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 154,213 | 3,872 | 0.0% | 0.0% | 101 | +41,061 | 36.29% | Q1 2026 | May 12, 2026 |
| NKCFO LLC | History | No change | 153,100 | 3,844 | 1.14% | 1.14% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 142,518 | 3,578 | 2.21% | — | 103 | +142,518 | New | Q1 2026 | Apr 28, 2026 |
| Kelly Financial Services LLC | History | Added to | 136,585 | 3,433 | 0.83% | 0.84% | 104 | +7,150 | 5.52% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 130,929 | 3,288 | 0.01% | 0.01% | 105 | -3,078 | -2.3% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 129,150 | 3,242 | 0.0% | 0.0% | 106 | +27,035 | 26.48% | Q1 2026 | May 15, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 124,546 | 3,127 | 1.25% | 1.31% | 107 | +7,446 | 6.36% | Q1 2026 | Apr 30, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 122,168 | 3,033 | 0.12% | 0.15% | 108 | +13,237 | 12.15% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 110,133 | 2,765 | 0.0% | 0.0% | 109 | +97,799 | 792.92% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 106,967 | 2,685 | 0.19% | 0.41% | 110 | -111,938 | -51.14% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 104,054 | 2,644 | 0.05% | 0.05% | 111 | +63,416 | 156.05% | Q1 2026 | May 01, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 104,864 | 2,633 | 0.54% | 0.5% | 112 | +8,168 | 8.45% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 92,375 | 2,319 | 0.02% | — | 113 | +92,375 | New | Q1 2026 | May 07, 2026 |
| RHS Financial, LLC | History | Reduced | 88,056 | 2,211 | 1.05% | 1.25% | 114 | -11,232 | -11.31% | Q1 2026 | Apr 28, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 85,745 | 2,153 | 0.37% | 0.38% | 115 | -107 | -0.12% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 84,021 | 2,109 | 0.03% | 0.02% | 116 | +21,737 | 34.9% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | New | 81,900 | 2,056 | 0.79% | — | 117 | +81,900 | New | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | No change | 81,675 | 2,050 | 0.23% | 0.24% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 81,614 | 2,049 | 1.17% | 1.28% | 119 | +6,645 | 8.86% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 77,115 | 1,936 | 0.0% | 0.0% | 120 | +42,896 | 125.36% | Q1 2026 | May 05, 2026 |
| Veery Capital, LLC | History | Reduced | 76,518 | 1,921 | 0.59% | 0.67% | 121 | -8,102 | -9.57% | Q1 2026 | Apr 09, 2026 |
| JB Capital LLC | History | Added to | 75,123 | 1,886 | 0.08% | 0.07% | 122 | +10,029 | 15.41% | Q1 2026 | Apr 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 71,520 | 1,795 | 0.14% | — | 123 | +71,520 | New | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Added to | 69,112 | 1,786 | 1.3% | 1.34% | 124 | +2,211 | 3.3% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 69,433 | 1,743 | 0.0% | 0.0% | 125 | +52,810 | 317.69% | Q1 2026 | May 12, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 69,075 | 1,734 | 0.7% | 0.69% | 126 | +1,607 | 2.38% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | New | 68,259 | 1,713 | 0.09% | — | 127 | +68,259 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 68,486 | 1,706 | 0.01% | 0.01% | 128 | +14,693 | 27.31% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 66,908 | 1,680 | 0.13% | 0.12% | 129 | +16,507 | 32.75% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | Added to | 65,507 | 1,644 | 0.28% | 0.26% | 130 | +5,482 | 9.13% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Reduced | 64,017 | 1,631 | 0.0% | 0.0% | 131 | -11,063 | -14.73% | Q1 2026 | May 14, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 64,700 | 1,624 | 0.07% | 0.06% | 132 | +7,800 | 13.71% | Q1 2026 | Apr 13, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 62,491 | 1,569 | 0.79% | 0.4% | 133 | +32,881 | 111.05% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 61,087 | 1,533 | 0.01% | 0.0% | 134 | +40,886 | 202.4% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 60,807 | 1,525 | 0.0% | 0.0% | 135 | -60,026 | -49.68% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 60,603 | 1,521 | 0.0% | 0.0% | 136 | +5,459 | 9.9% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 57,709 | 1,449 | 0.19% | 0.05% | 137 | +43,404 | 303.42% | Q1 2026 | Apr 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 57,239 | 1,437 | 0.0% | 0.01% | 138 | -27,239 | -32.24% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 57,248 | 1,437 | 0.03% | 0.03% | 139 | +3,699 | 6.91% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 56,601 | 1,421 | 0.08% | 0.08% | 140 | +6,208 | 12.32% | Q1 2026 | Apr 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 54,800 | 1,376 | 0.0% | — | 141 | +54,800 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 52,512 | 1,318 | 0.02% | — | 142 | +52,512 | New | Q1 2026 | May 18, 2026 |
| Ellevest, Inc. | History | Added to | 50,711 | 1,273 | 0.18% | 0.18% | 143 | +1,363 | 2.76% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,305 | 1,252 | 0.0% | 0.0% | 144 | +28,679 | 132.61% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 46,637 | 1,171 | 0.64% | 0.72% | 145 | -4,505 | -8.81% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 45,014 | 1,130 | 0.02% | 0.01% | 146 | +8,047 | 21.77% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,397 | 1,114 | 0.0% | 0.0% | 147 | +3,278 | 7.97% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 41,182 | 1,034 | 0.47% | 1.79% | 148 | -155,791 | -79.09% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 41,135 | 1,033 | 0.0% | 0.0% | 150 | -7,574 | -15.55% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 41,168 | 1,033 | 0.02% | 0.02% | 149 | +712 | 1.76% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Added to | 40,793 | 1,024 | 0.05% | 0.05% | 151 | +1,981 | 5.1% | Q1 2026 | Apr 30, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 38,431 | 965 | 0.16% | 1.01% | 152 | -190,695 | -83.23% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 36,915 | 953 | 0.05% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 37,946 | 952 | 0.0% | — | 154 | +37,946 | New | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 37,779 | 948 | 0.04% | — | 155 | +37,779 | New | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 37,709 | 946 | 0.03% | 0.03% | 156 | +1,554 | 4.3% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 37,498 | 941 | 0.0% | 0.0% | 157 | -105,985 | -73.87% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,400 | 939 | 0.0% | 0.0% | 158 | -28,336 | -43.11% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 37,014 | 929 | 0.0% | 0.0% | 159 | +9,621 | 35.12% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 36,418 | 914 | 0.08% | 0.1% | 160 | +335 | 0.93% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,893 | 851 | 0.01% | 0.01% | 161 | +14,866 | 78.13% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 33,771 | 847 | 0.3% | 0.3% | 162 | +1,191 | 3.66% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,286 | 835 | 0.03% | 0.03% | 163 | +2,302 | 7.43% | Q1 2026 | Apr 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 31,409 | 802 | 0.01% | 0.03% | 164 | -39,768 | -55.87% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 31,790 | 798 | 0.02% | 0.02% | 165 | +291 | 0.92% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 31,567 | 792 | 0.18% | 0.15% | 166 | +4,567 | 16.91% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 30,185 | 757 | 0.5% | 0.53% | 167 | +158 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Columbus Macro, LLC | History | Reduced | 29,819 | 748 | 0.08% | 0.12% | 168 | -12,353 | -29.29% | Q1 2026 | Apr 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 28,927 | 726 | 0.01% | — | 169 | +28,927 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,787 | 717 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 28,423 | 713 | 0.38% | 0.65% | 171 | -18,592 | -39.54% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,333 | 711 | 0.03% | 0.03% | 172 | +1,109 | 4.07% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,225 | 708 | 0.0% | 0.01% | 173 | -32,277 | -53.35% | Q1 2026 | Apr 24, 2026 |
| Vontobel Holding Ltd. | History | No change | 28,200 | 708 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 27,527 | 691 | 0.03% | 0.02% | 175 | +10,881 | 65.37% | Q1 2026 | May 15, 2026 |
| Stillwater Private Wealth, LLC | History | New | 27,295 | 685 | 0.58% | — | 176 | +27,295 | New | Q1 2026 | Jun 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 26,859 | 674 | 0.02% | 0.02% | 177 | +875 | 3.37% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,173 | 657 | 0.0% | 0.0% | 178 | +4,081 | 18.47% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 26,127 | 656 | 0.01% | 0.0% | 179 | +81 | 0.31% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,481 | 639 | 0.0% | 0.0% | 180 | +12,657 | 98.7% | Q1 2026 | Apr 30, 2026 |
| Matisse Capital | History | No change | 24,900 | 625 | 0.27% | 0.29% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,774 | 622 | 0.01% | 0.0% | 182 | +13,570 | 121.12% | Q1 2026 | Apr 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 24,435 | 613 | 0.09% | 0.1% | 183 | +1,086 | 4.65% | Q1 2026 | May 06, 2026 |
| Stewardship Advisors, LLC | History | Added to | 24,059 | 604 | 0.14% | 0.13% | 184 | +2,135 | 9.74% | Q1 2026 | Apr 17, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 23,489 | 589 | 0.34% | 0.38% | 185 | +149 | 0.64% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 23,210 | 582 | 0.0% | 0.0% | 186 | +2,398 | 11.52% | Q1 2026 | May 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 21,994 | 567 | 0.24% | 0.24% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | New | 22,059 | 553 | 0.0% | — | 188 | +22,059 | New | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 21,987 | 552 | 0.11% | 0.11% | 190 | +8,163 | 59.05% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 22,003 | 552 | 0.03% | 0.03% | 189 | -641 | -2.83% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 21,452 | 538 | 0.01% | 0.0% | 191 | +10,326 | 92.81% | Q1 2026 | Apr 27, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 20,905 | 524 | 0.3% | 0.2% | 193 | +9,505 | 83.38% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Reduced | 20,889 | 524 | 0.06% | 0.06% | 192 | -248 | -1.17% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,809 | 523 | 0.02% | 0.02% | 194 | +1,835 | 9.67% | Q1 2026 | May 18, 2026 |
| United Advisor Group, LLC | History | Added to | 20,788 | 521 | 0.06% | 0.06% | 195 | +3,234 | 18.42% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 19,637 | 493 | 0.08% | 0.13% | 196 | -10,945 | -35.79% | Q1 2026 | Apr 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 19,294 | 484 | 0.25% | 0.21% | 197 | +4,513 | 30.53% | Q1 2026 | Apr 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 18,688 | 477 | 0.25% | 0.33% | 198 | -854 | -4.37% | Q1 2026 | May 18, 2026 |
| Tillman Hartley LLC | History | New | 18,347 | 460 | 0.12% | — | 199 | +18,347 | New | Q1 2026 | May 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 18,030 | 452 | 0.05% | 0.04% | 200 | +2,464 | 15.83% | Q1 2026 | May 05, 2026 |
| Penn Mutual Asset Management | History | No change | 18,000 | 451 | 2.31% | 0.28% | 201 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 17,946 | 450 | 0.12% | 0.12% | 202 | +403 | 2.3% | Q1 2026 | Apr 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 17,583 | 441 | 0.03% | 0.04% | 203 | -5,537 | -23.95% | Q1 2026 | Apr 17, 2026 |
| Net Worth Advisory Group | History | Added to | 17,319 | 434 | 0.09% | 0.09% | 204 | +285 | 1.67% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 17,235 | 432 | 0.01% | 0.0% | 205 | +12,610 | 272.65% | Q1 2026 | Apr 13, 2026 |
| ARWA LLC | History | Reduced | 16,443 | 423 | 0.21% | 0.25% | 206 | -371 | -2.21% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 16,742 | 420 | 0.04% | 0.04% | 207 | +687 | 4.28% | Q1 2026 | Apr 30, 2026 |
| Topor & Co. Korea | History | Reduced | 16,567 | 415 | 0.35% | 0.32% | 208 | -58 | -0.35% | Q1 2026 | Apr 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 16,327 | 409 | 0.26% | 0.25% | 209 | +2,097 | 14.74% | Q1 2026 | Apr 23, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 15,800 | 396 | 0.14% | 0.09% | 210 | +6,050 | 62.05% | Q1 2026 | Apr 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 15,680 | 393 | 0.01% | 0.01% | 211 | -1,475 | -8.6% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 15,522 | 389 | 0.0% | 0.0% | 212 | -2,652 | -14.59% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 15,358 | 385 | 0.09% | 0.08% | 213 | -18 | -0.12% | Q1 2026 | Apr 27, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 14,911 | 382 | 0.22% | — | 214 | +14,911 | New | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 15,104 | 379 | 0.0% | — | 215 | +15,104 | New | Q1 2026 | May 15, 2026 |
| Invariant Investment Management | History | Reduced | 14,517 | 373 | 0.23% | 0.27% | 216 | -1,545 | -9.62% | Q1 2026 | Apr 13, 2026 |
| Quarry LP | History | New | 14,500 | 364 | 0.07% | — | 217 | +14,500 | New | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 14,350 | 360 | 0.02% | 0.03% | 218 | -700 | -4.65% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | New | 13,454 | 337 | 0.01% | — | 219 | +13,454 | New | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 13,253 | 332 | 0.02% | 0.02% | 220 | +2,195 | 19.85% | Q1 2026 | May 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 13,101 | 332 | 0.02% | 0.02% | 221 | -12 | -0.09% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,133 | 329 | 0.01% | — | 223 | +13,133 | New | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 13,131 | 329 | 0.02% | 0.01% | 222 | +4,288 | 48.49% | Q1 2026 | Apr 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 13,063 | 328 | 0.04% | 0.05% | 224 | -3,206 | -19.71% | Q1 2026 | May 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 13,008 | 326 | 0.2% | 0.2% | 225 | +833 | 6.84% | Q1 2026 | Apr 21, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 12,952 | 325 | 0.01% | 0.01% | 226 | -7,917 | -37.94% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 12,777 | 320 | 0.01% | — | 227 | +12,777 | New | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 12,463 | 312 | 0.18% | 0.16% | 228 | +1,242 | 11.07% | Q1 2026 | Apr 08, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 12,064 | 302 | 0.22% | 0.2% | 229 | +1,260 | 11.66% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,492 | 288 | 0.03% | 0.1% | 230 | -16,906 | -59.53% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,492 | 288 | 0.29% | 0.3% | 231 | -68 | -0.59% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,464 | 287 | 0.01% | 0.01% | 232 | +1,123 | 10.86% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,135 | 278 | 0.0% | — | 233 | +11,135 | New | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 10,620 | 277 | 0.0% | 0.01% | 234 | +182 | 1.74% | Q1 2026 | Apr 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 10,773 | 276 | 0.04% | 0.03% | 235 | +2,153 | 24.98% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 10,951 | 274 | 0.03% | 0.01% | 236 | +7,558 | 222.75% | Q1 2026 | Apr 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 10,850 | 272 | 0.09% | — | 237 | +10,850 | New | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Reduced | 10,729 | 269 | 0.03% | 0.03% | 238 | -10 | -0.09% | Q1 2026 | Apr 07, 2026 |
| Skyline Advisors, Inc. | History | New | 10,529 | 264 | 0.09% | — | 239 | +10,529 | New | Q1 2026 | Apr 20, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 10,286 | 258 | 0.05% | 0.03% | 240 | +1,887 | 22.47% | Q1 2026 | Apr 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10,136 | 254 | 0.02% | 0.02% | 241 | +1,929 | 23.5% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 10,024 | 251 | 0.0% | 0.0% | 242 | +825 | 8.97% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 9,937 | 249 | 0.0% | 0.0% | 243 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 9,843 | 247 | 0.0% | 0.0% | 244 | +833 | 9.25% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,260 | 232 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,916 | 223 | 0.0% | 0.0% | 246 | +8,847 | 12821.74% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,770 | 220 | 0.0% | — | 247 | +8,770 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 8,724 | 219 | 0.07% | — | 248 | +8,724 | New | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 8,710 | 218 | 0.02% | 0.02% | 249 | -734 | -7.77% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,606 | 216 | 0.01% | 0.01% | 250 | -2,516 | -22.62% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | New | 8,324 | 209 | 0.01% | — | 252 | +8,324 | New | Q1 2026 | Apr 21, 2026 |
| DRAVO BAY LLC | History | Reduced | 8,351 | 209 | 0.08% | 0.1% | 251 | -1,184 | -12.42% | Q1 2026 | May 07, 2026 |
| SigFig Wealth Management, LLC | History | New | 8,194 | 205 | 0.01% | — | 254 | +8,194 | New | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,190 | 205 | 0.01% | 0.01% | 253 | +26 | 0.32% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,148 | 204 | 0.0% | 0.0% | 255 | +310 | 3.96% | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 7,879 | 203 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,076 | 202 | 0.0% | 0.03% | 257 | -50,970 | -86.32% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 8,055 | 202 | 0.1% | — | 258 | +8,055 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 6,414 | 162 | 0.0% | 0.01% | 259 | -5,544 | -46.36% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 6,210 | 155 | 0.11% | 0.12% | 260 | -276 | -4.26% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,284 | 134 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | Added to | 4,719 | 118 | 0.03% | 0.02% | 262 | +2,381 | 101.84% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,594 | 115 | 0.0% | 0.0% | 263 | -2 | -0.04% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,563 | 114 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 4,111 | 103 | 0.0% | 0.0% | 265 | +456 | 12.48% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,546 | 89 | 0.05% | — | 267 | +3,546 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,565 | 89 | 0.01% | 0.01% | 266 | +2 | 0.06% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,326 | 83 | 0.01% | 0.01% | 268 | +10 | 0.3% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,062 | 76 | 0.0% | 0.0% | 269 | +11 | 0.36% | Q1 2026 | Apr 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 3,016 | 75 | 0.0% | — | 270 | +3,016 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,675 | 67 | 0.0% | 0.0% | 271 | +1,865 | 230.25% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 2,392 | 60 | 0.02% | 0.02% | 273 | +75 | 3.24% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 2,426 | 60 | 0.0% | 0.0% | 272 | -15 | -0.61% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,163 | 54 | 0.0% | 0.0% | 274 | -1 | -0.05% | Q1 2026 | Apr 24, 2026 |
| SouthState Bank Corp | History | Reduced | 2,000 | 50 | 0.0% | 0.0% | 275 | -763 | -27.61% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,030 | 50 | 0.04% | 0.05% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 1,968 | 49 | 0.0% | 0.0% | 277 | +1,453 | 282.14% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 2,340 | 47 | 0.03% | — | 279 | +2,340 | New | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 1,872 | 47 | 0.0% | 0.0% | 278 | +13 | 0.7% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,462 | 36 | 0.02% | 0.01% | 280 | +846 | 137.34% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,317 | 33 | 0.0% | 0.0% | 281 | -915 | -40.99% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 1,259 | 32 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,262 | 31 | 0.0% | — | 284 | +1,262 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,225 | 31 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,189 | 29 | 0.0% | 0.04% | 285 | -10,982 | -90.23% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,186 | 29 | 0.02% | — | 286 | +1,186 | New | Q1 2026 | Apr 29, 2026 |
| Bravera Wealth | History | New | 1,173 | 29 | 0.01% | — | 287 | +1,173 | New | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,022 | 25 | 0.07% | 0.02% | 288 | -14,128 | -93.25% | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 921 | 23 | 0.01% | — | 290 | +921 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 696 | 17 | 0.0% | 0.0% | 293 | -10,175 | -93.6% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 689 | 17 | 0.0% | 0.0% | 291 | +451 | 189.5% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 709 | 17 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | New | 583 | 14 | 0.0% | — | 296 | +583 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 572 | 14 | 0.0% | 0.0% | 294 | -39 | -6.38% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 597 | 14 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 539 | 13 | 0.0% | — | 298 | +539 | New | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 540 | 13 | 0.0% | 0.0% | 297 | +404 | 297.06% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 492 | 12 | 0.0% | 0.0% | 300 | +434 | 748.28% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 510 | 12 | 0.0% | 0.0% | 299 | +4 | 0.79% | Q1 2026 | Apr 14, 2026 |