EA Series Trust - FRDM
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | History | Added to | 2,549,629 | 139,337 | 4.32% | 4.07% | 1 | +133,481 | 5.52% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,144,310 | 117,186 | 0.02% | 0.01% | 2 | +643,740 | 42.9% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,945,178 | 106,304 | 0.07% | 0.05% | 3 | +364,535 | 23.06% | Q1 2026 | May 07, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,823,216 | 99,638 | 7.68% | 6.54% | 4 | +157,174 | 9.43% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Reduced | 1,035,228 | 56,575 | 7.87% | 8.35% | 5 | -143,225 | -12.15% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 859,157 | 46,952 | 2.73% | 3.19% | 6 | -151,500 | -14.99% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 794,463 | 43,417 | 0.01% | 0.01% | 7 | -11,460 | -1.42% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 790,796 | 43,217 | 3.58% | 5.28% | 8 | -333,363 | -29.65% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Added to | 767,211 | 41,928 | 0.01% | 0.01% | 9 | +344,651 | 81.56% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 662,086 | 36,183 | 0.28% | 0.25% | 10 | -8,056 | -1.2% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 614,830 | 33,650 | 2.5% | 0.84% | 11 | +394,021 | 178.44% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 610,969 | 33,411 | 2.1% | 2.0% | 12 | -16,261 | -2.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 590,365 | 32,263 | 0.0% | 0.0% | 13 | +305,179 | 107.01% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 583,848 | 31,907 | 6.75% | 6.36% | 14 | +3,288 | 0.57% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 485,866 | 26,552 | 1.63% | 1.75% | 15 | -21,310 | -4.2% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 472,044 | 25,797 | 0.01% | 0.0% | 16 | +355,371 | 304.59% | Q1 2026 | May 04, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 470,311 | 25,702 | 7.08% | 8.34% | 17 | -88,713 | -15.87% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 442,531 | 24,184 | 0.09% | 0.08% | 18 | +69,312 | 18.57% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 440,218 | 24,058 | 0.06% | 0.05% | 19 | +19,205 | 4.56% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 403,853 | 22,070 | 0.02% | 0.02% | 20 | -14,595 | -3.49% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 391,123 | 21,374 | 1.64% | 1.38% | 21 | +34,903 | 9.8% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 386,706 | 21,133 | 2.96% | — | 22 | +386,706 | New | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 323,392 | 17,673 | 0.14% | 0.08% | 23 | +196,280 | 154.42% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 313,143 | 17,113 | 1.18% | 0.93% | 24 | +37,874 | 13.76% | Q1 2026 | May 05, 2026 |
| MAYPORT, LLC | History | Added to | 296,252 | 16,190 | 3.01% | 2.88% | 25 | +17,566 | 6.3% | Q1 2026 | Apr 21, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 293,582 | 16,044 | 2.54% | 2.59% | 26 | -13,273 | -4.33% | Q1 2026 | May 07, 2026 |
| ENZI WEALTH | History | Added to | 293,511 | 16,040 | 5.57% | 5.29% | 27 | +20,517 | 7.52% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 290,229 | 15,861 | 0.25% | 0.1% | 28 | +206,350 | 246.01% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 287,522 | 15,713 | 1.5% | 1.36% | 29 | +9,811 | 3.53% | Q1 2026 | Apr 13, 2026 |
| Invst, LLC | History | Reduced | 276,703 | 15,121 | 1.71% | 1.8% | 30 | -46,956 | -14.51% | Q1 2026 | May 13, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 275,517 | 15,057 | 7.72% | 8.3% | 31 | -28,997 | -9.52% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 257,835 | 14,090 | 0.5% | 0.01% | 32 | +250,363 | 3350.68% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 254,839 | 13,926 | 0.02% | 0.01% | 33 | +136,428 | 115.22% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 248,950 | 13,605 | 0.38% | 0.37% | 34 | -8,289 | -3.22% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 249,464 | 13,338 | 0.01% | 0.0% | 35 | +112,972 | 82.77% | Q1 2026 | May 15, 2026 |
| MUHLENKAMP & CO INC | History | New | 236,825 | 12,942 | 3.41% | — | 36 | +236,825 | New | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | Added to | 235,785 | 12,885 | 2.53% | 2.27% | 37 | +9,191 | 4.06% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 230,078 | 12,573 | 2.19% | 2.53% | 38 | -115,564 | -33.43% | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 228,637 | 12,495 | 3.3% | — | 39 | +228,637 | New | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 190,790 | 10,427 | 0.03% | 0.01% | 40 | +132,318 | 226.29% | Q1 2026 | Apr 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 188,461 | 10,299 | 1.33% | — | 41 | +188,461 | New | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 181,242 | 9,904 | 0.03% | 0.01% | 42 | +114,116 | 170.0% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 177,464 | 9,698 | 5.93% | 5.99% | 43 | +5,392 | 3.13% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 176,949 | 9,670 | 0.18% | 0.18% | 44 | -8,048 | -4.35% | Q1 2026 | May 11, 2026 |
| Pearl Planning LLC | History | Reduced | 176,261 | 9,632 | 5.15% | 5.75% | 45 | -7,176 | -3.91% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 175,847 | 9,610 | 0.19% | 0.23% | 46 | -41,858 | -19.23% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 174,131 | 9,517 | 0.0% | 0.0% | 47 | +115,875 | 198.91% | Q1 2026 | May 15, 2026 |
| Watchman Group, Inc. | History | Reduced | 171,193 | 9,355 | 2.26% | 2.28% | 48 | -15,138 | -8.12% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 164,424 | 9,181 | 1.88% | 3.26% | 49 | -41,581 | -20.18% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | New | 144,618 | 8,927 | 0.29% | — | 50 | +144,618 | New | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 160,417 | 8,766 | 0.55% | 0.16% | 51 | +112,505 | 234.82% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 154,516 | 8,444 | 0.58% | 0.53% | 52 | +23,404 | 17.85% | Q1 2026 | Apr 17, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 153,507 | 8,389 | 2.91% | 2.75% | 53 | +525 | 0.34% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | New | 150,444 | 8,221 | 1.98% | — | 54 | +150,444 | New | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 149,790 | 8,185 | 0.01% | 0.01% | 55 | +73,991 | 97.61% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 149,204 | 8,153 | 0.01% | 0.01% | 56 | +35,737 | 31.5% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 147,477 | 8,059 | 0.13% | 0.03% | 57 | +115,505 | 361.27% | Q1 2026 | Apr 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 146,583 | 8,010 | 0.83% | 1.02% | 58 | -71,311 | -32.73% | Q1 2026 | May 11, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 140,610 | 7,684 | 1.93% | 1.87% | 59 | -82 | -0.06% | Q1 2026 | Apr 09, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 118,355 | 7,488 | 3.08% | 3.08% | 60 | -10,925 | -8.45% | Q1 2026 | Apr 22, 2026 |
| TABLEAUX LLC | History | Added to | 133,674 | 7,305 | 3.54% | 3.49% | 61 | +42,928 | 47.31% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 133,104 | 7,303 | 0.01% | 0.01% | 62 | +1,793 | 1.37% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 123,180 | 6,731 | 0.21% | 0.19% | 63 | +3,281 | 2.74% | Q1 2026 | May 13, 2026 |
| Wright Wealth LLC | History | Reduced | 123,110 | 6,727 | 4.5% | 4.23% | 64 | -3,575 | -2.82% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 122,448 | 6,691 | 0.01% | 0.01% | 65 | +3,967 | 3.35% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 119,500 | 6,530 | 0.02% | — | 66 | +119,500 | New | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 118,950 | 6,500 | 0.06% | 0.07% | 67 | -14,286 | -10.72% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 116,907 | 6,388 | 0.07% | 0.02% | 68 | +85,789 | 275.69% | Q1 2026 | Apr 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 115,760 | 6,326 | 3.33% | 3.13% | 69 | -785 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Trademark Financial Management, LLC | History | Added to | 114,144 | 6,237 | 3.06% | 2.2% | 70 | +36,241 | 46.52% | Q1 2026 | Apr 27, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 113,975 | 6,228 | 0.72% | — | 71 | +113,975 | New | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 113,084 | 6,180 | 0.71% | 0.73% | 72 | -1,740 | -1.52% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 113,027 | 6,176 | 0.0% | 0.0% | 73 | -136,973 | -54.79% | Q1 2026 | May 12, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 110,782 | 6,054 | 4.12% | — | 74 | +110,782 | New | Q1 2026 | May 05, 2026 |
| Lansing Street Advisors | History | Added to | 108,282 | 5,942 | 1.5% | 1.18% | 75 | +17,966 | 19.89% | Q1 2026 | Apr 28, 2026 |
| Womack Financial LLC | History | Reduced | 106,453 | 5,817 | 4.28% | 4.06% | 76 | -785 | -0.73% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 100,867 | 5,512 | 0.07% | 0.07% | 77 | +1,288 | 1.29% | Q1 2026 | May 11, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 100,166 | 5,474 | 4.12% | 2.28% | 78 | +43,321 | 76.21% | Q1 2026 | Apr 17, 2026 |
| Avid Wealth Partners LLC | History | Added to | 99,208 | 5,422 | 2.56% | 1.55% | 79 | +37,487 | 60.74% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 98,731 | 5,395 | 0.13% | 0.12% | 80 | +3,358 | 3.52% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Added to | 95,017 | 5,192 | 0.64% | 0.53% | 81 | +12,662 | 15.37% | Q1 2026 | Apr 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 92,180 | 5,037 | 2.56% | 2.67% | 82 | +3,419 | 3.85% | Q1 2026 | May 14, 2026 |
| Peak Planning Group, LLC | History | Added to | 89,297 | 4,880 | 1.35% | 0.84% | 83 | +30,639 | 52.23% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 82,687 | 4,518 | 0.01% | 0.01% | 84 | -24,549 | -22.89% | Q1 2026 | May 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 74,404 | 4,502 | 1.32% | 1.29% | 85 | +2,569 | 3.58% | Q1 2026 | Apr 16, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 80,942 | 4,441 | 0.32% | 0.39% | 86 | -20,867 | -20.5% | Q1 2026 | May 05, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 78,885 | 4,311 | 3.06% | 3.21% | 87 | -4,170 | -5.02% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 76,442 | 4,177 | 0.06% | 0.04% | 88 | +20,138 | 35.77% | Q1 2026 | May 15, 2026 |
| Oath Planning, LLC | History | Added to | 74,055 | 4,047 | 3.6% | 3.7% | 89 | +989 | 1.35% | Q1 2026 | May 08, 2026 |
| Piedmont Capital Management, LLC | History | New | 72,198 | 4,019 | 2.04% | — | 90 | +72,198 | New | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 70,675 | 3,862 | 0.7% | 0.89% | 91 | +6,067 | 9.39% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,365 | 3,837 | 0.0% | 0.0% | 92 | +18,761 | 34.36% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,992 | 3,693 | 0.01% | 0.0% | 93 | +11,582 | 20.9% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 71,571 | 3,669 | 0.02% | 0.01% | 94 | +54,317 | 314.81% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 62,240 | 3,401 | 2.3% | 2.12% | 95 | +109 | 0.18% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 58,694 | 3,207 | 0.02% | 0.02% | 96 | +200 | 0.34% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 55,000 | 3,005 | 0.03% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Uniting Wealth Partners, LLC | History | New | 53,283 | 2,924 | 0.62% | — | 98 | +53,283 | New | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Added to | 53,225 | 2,908 | 0.12% | 0.11% | 99 | +2,348 | 4.62% | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 52,740 | 2,882 | 1.11% | 1.14% | 100 | -6,394 | -10.81% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 49,462 | 2,703 | 0.01% | 0.01% | 101 | -37,361 | -43.03% | Q1 2026 | May 01, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 48,289 | 2,638 | 1.16% | 1.12% | 102 | +792 | 1.67% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 47,784 | 2,611 | 0.29% | 0.52% | 103 | -42,816 | -47.26% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 46,002 | 2,513 | 0.01% | 0.0% | 104 | +13,336 | 40.83% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 45,492 | 2,486 | 0.05% | 0.04% | 105 | +1,036 | 2.33% | Q1 2026 | Apr 14, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 45,385 | 2,480 | 1.6% | 1.45% | 106 | +1,881 | 4.32% | Q1 2026 | May 08, 2026 |
| Xena Financial Planning, LLC | History | Added to | 44,714 | 2,443 | 2.76% | 2.61% | 107 | +1,325 | 3.05% | Q1 2026 | Apr 14, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 43,648 | 2,385 | 0.96% | 0.84% | 108 | +3,495 | 8.7% | Q1 2026 | Apr 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 42,316 | 2,312 | 0.59% | 0.46% | 109 | +10,498 | 32.99% | Q1 2026 | Apr 06, 2026 |
| Pandora Wealth, Inc. | History | No change | 44,806 | 2,297 | 1.4% | 1.4% | 110 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 41,847 | 2,286 | 0.0% | 0.0% | 111 | +12,906 | 44.59% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 41,289 | 2,256 | 0.0% | — | 112 | +41,289 | New | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 40,023 | 2,187 | 0.03% | — | 113 | +40,023 | New | Q1 2026 | May 01, 2026 |
| Members Advisory Group LLC | History | Reduced | 39,825 | 2,176 | 0.75% | 1.64% | 114 | -44,800 | -52.94% | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 39,149 | 2,139 | 0.24% | 0.09% | 115 | +23,733 | 153.95% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | Added to | 39,016 | 2,132 | 0.49% | 0.25% | 116 | +18,748 | 92.5% | Q1 2026 | May 08, 2026 |
| Allen Capital Group, LLC | History | No change | 41,475 | 2,126 | 0.19% | 0.19% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 37,063 | 2,026 | 0.15% | 0.05% | 118 | +20,885 | 129.1% | Q1 2026 | May 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 34,985 | 1,911 | 0.0% | — | 119 | +34,985 | New | Q1 2026 | May 15, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 34,767 | 1,899 | 1.67% | 1.53% | 120 | -25 | -0.07% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,084 | 1,862 | 0.04% | 0.04% | 121 | +866 | 2.61% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 33,089 | 1,815 | 0.14% | 0.24% | 122 | -25,283 | -43.31% | Q1 2026 | Apr 22, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 30,824 | 1,684 | 0.61% | 0.61% | 123 | -684 | -2.17% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 30,397 | 1,661 | 0.0% | — | 124 | +30,397 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 29,863 | 1,632 | 0.0% | — | 125 | +29,863 | New | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 29,257 | 1,605 | 0.09% | 0.08% | 126 | -265 | -0.9% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,853 | 1,576 | 0.02% | 0.0% | 127 | +26,221 | 996.24% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 27,804 | 1,519 | 0.26% | 0.24% | 128 | +2,465 | 9.73% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 27,272 | 1,496 | 0.05% | 0.05% | 129 | -390 | -1.41% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | Added to | 27,320 | 1,493 | 0.07% | 0.05% | 130 | +4,219 | 18.26% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | New | 27,265 | 1,490 | 0.05% | — | 132 | +27,265 | New | Q1 2026 | May 06, 2026 |
| Global View Capital Management LLC | History | Added to | 27,272 | 1,490 | 0.4% | 0.21% | 131 | +5,580 | 25.72% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | New | 27,248 | 1,489 | 0.01% | — | 133 | +27,248 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,643 | 1,456 | 0.03% | 0.03% | 134 | -1,574 | -5.58% | Q1 2026 | Apr 13, 2026 |
| Cooper Financial Group | History | New | 26,078 | 1,425 | 0.14% | — | 135 | +26,078 | New | Q1 2026 | Apr 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 26,027 | 1,422 | 0.72% | 0.02% | 136 | +25,326 | 3612.84% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 25,047 | 1,398 | 1.1% | 0.85% | 137 | +7,532 | 43.0% | Q1 2026 | Apr 02, 2026 |
| GERBER, LLC | History | Added to | 25,246 | 1,379 | 0.77% | 0.62% | 138 | +3,613 | 16.7% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,512 | 1,338 | 0.0% | 0.0% | 139 | +1,995 | 8.86% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 24,487 | 1,338 | 0.03% | 0.03% | 140 | -227 | -0.92% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 24,095 | 1,316 | 0.0% | 0.0% | 141 | +3,671 | 17.97% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | New | 23,311 | 1,301 | 0.02% | — | 142 | +23,311 | New | Q1 2026 | May 14, 2026 |
| Bravias Capital Group, LLC | History | Added to | 23,671 | 1,293 | 0.85% | 0.58% | 143 | +4,831 | 25.64% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 23,600 | 1,289 | 0.0% | 0.0% | 144 | +21,100 | 844.0% | Q1 2026 | May 05, 2026 |
| Prism Advisors, Inc. | History | Reduced | 23,511 | 1,284 | 0.34% | 0.39% | 145 | -4,968 | -17.44% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,438 | 1,280 | 0.06% | 0.02% | 146 | +14,904 | 174.64% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 22,083 | 1,206 | 0.01% | — | 147 | +22,083 | New | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 21,469 | 1,173 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 21,111 | 1,153 | 0.04% | 0.04% | 149 | -1,937 | -8.4% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 20,947 | 1,144 | 0.01% | — | 150 | +20,947 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 19,254 | 987 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 17,435 | 952 | 0.31% | 0.45% | 152 | -139 | -0.79% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 17,346 | 947 | 0.01% | 0.01% | 153 | +2,312 | 15.38% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 17,222 | 941 | 0.02% | — | 154 | +17,222 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 17,032 | 930 | 0.02% | — | 155 | +17,032 | New | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 16,506 | 902 | 0.1% | 0.07% | 156 | +5,051 | 44.09% | Q1 2026 | Apr 16, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 16,049 | 880 | 0.87% | 1.17% | 157 | -6,803 | -29.77% | Q1 2026 | Apr 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 15,856 | 866 | 0.75% | 0.68% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legend Financial Advisors, Inc. | History | New | 15,564 | 850 | 0.55% | — | 159 | +15,564 | New | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 14,849 | 811 | 0.07% | 0.06% | 160 | -118 | -0.79% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | New | 14,751 | 806 | 0.01% | — | 161 | +14,751 | New | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,754 | 752 | 0.0% | — | 162 | +13,754 | New | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 13,299 | 726 | 0.24% | 0.23% | 163 | -116 | -0.86% | Q1 2026 | Apr 24, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 12,972 | 708 | 0.34% | — | 164 | +12,972 | New | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,918 | 651 | 0.01% | 0.01% | 165 | +14 | 0.12% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 11,814 | 645 | 0.15% | 0.12% | 166 | +2,054 | 21.05% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | New | 11,479 | 627 | 0.0% | — | 167 | +11,479 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,463 | 626 | 0.02% | 0.02% | 168 | +1,649 | 16.8% | Q1 2026 | Apr 28, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 11,200 | 612 | 0.25% | — | 169 | +11,200 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 11,097 | 606 | 0.02% | — | 170 | +11,097 | New | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,425 | 569 | 0.02% | 0.01% | 171 | +5,182 | 98.84% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,325 | 564 | 0.02% | 0.02% | 172 | +370 | 3.72% | Q1 2026 | May 19, 2026 |
| TFO Wealth Partners, LLC | History | No change | 10,000 | 546 | 0.07% | 0.08% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 9,879 | 539 | 0.0% | — | 174 | +9,879 | New | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Reduced | 9,476 | 517 | 1.27% | 1.14% | 176 | -11,075 | -53.89% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Reduced | 9,273 | 517 | 0.08% | 0.09% | 175 | -673 | -6.77% | Q1 2026 | Apr 14, 2026 |
| Mendel Money Management | History | Added to | 9,425 | 515 | 0.22% | 0.16% | 177 | +1,952 | 26.12% | Q1 2026 | May 04, 2026 |
| South Shore Capital Advisors | History | Added to | 9,240 | 504 | 0.37% | 0.23% | 178 | +2,985 | 47.72% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | Added to | 9,181 | 501 | 0.17% | 0.13% | 179 | +1,650 | 21.91% | Q1 2026 | Apr 20, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 9,153 | 500 | 0.36% | 0.41% | 180 | -1,866 | -16.93% | Q1 2026 | May 05, 2026 |
| Willow Financial LLC | History | Reduced | 9,102 | 497 | 0.5% | 0.53% | 181 | -1,079 | -10.6% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,754 | 478 | 0.02% | 0.02% | 182 | +372 | 4.44% | Q1 2026 | May 12, 2026 |
| Bulwark Capital Corp | History | Reduced | 8,676 | 474 | 0.29% | 0.32% | 183 | -75 | -0.86% | Q1 2026 | Apr 07, 2026 |
| Permanens Capital L.P. | History | New | 8,644 | 472 | 0.06% | — | 184 | +8,644 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 8,585 | 469 | 0.0% | — | 186 | +8,585 | New | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | Added to | 8,588 | 469 | 0.22% | 0.12% | 185 | +4,012 | 87.67% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,318 | 454 | 0.0% | 0.0% | 187 | +2,160 | 35.08% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 8,203 | 448 | 0.0% | — | 188 | +8,203 | New | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | New | 8,116 | 443 | 0.02% | — | 189 | +8,116 | New | Q1 2026 | May 21, 2026 |
| Capital Square, LLC | History | Added to | 7,016 | 442 | 0.2% | 0.13% | 190 | +1,852 | 35.86% | Q1 2026 | May 11, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 8,094 | 442 | 0.15% | 0.15% | 191 | +563 | 7.48% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,807 | 426 | 0.01% | 0.01% | 192 | -697 | -8.2% | Q1 2026 | Apr 08, 2026 |
| Caprock Group, LLC | History | Added to | 7,313 | 401 | 0.01% | 0.01% | 193 | +633 | 9.48% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 7,303 | 399 | 0.18% | 0.26% | 194 | -4,599 | -38.64% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Reduced | 7,126 | 389 | 0.13% | 0.14% | 195 | -749 | -9.51% | Q1 2026 | May 11, 2026 |
| One Degree Advisors Inc | History | Reduced | 7,095 | 387 | 0.1% | 0.11% | 196 | -651 | -8.4% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 7,009 | 383 | 0.0% | 0.0% | 197 | +309 | 4.61% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,749 | 368 | 0.01% | 0.01% | 198 | +1,192 | 21.45% | Q1 2026 | May 07, 2026 |
| Sankala Group LLC | History | Added to | 6,733 | 363 | 0.3% | 0.32% | 199 | +323 | 5.04% | Q1 2026 | Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,569 | 358 | 0.0% | 0.0% | 201 | +77 | 1.19% | Q1 2026 | May 15, 2026 |
| GS Investments, Inc. | History | No change | 6,555 | 358 | 0.21% | 0.18% | 200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,550 | 357 | 0.01% | 0.01% | 202 | -916 | -12.27% | Q1 2026 | May 15, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 6,465 | 353 | 0.21% | — | 203 | +6,465 | New | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | New | 6,443 | 352 | 0.0% | — | 204 | +6,443 | New | Q1 2026 | May 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 6,278 | 343 | 0.23% | 0.23% | 205 | -27 | -0.43% | Q1 2026 | Apr 29, 2026 |
| Empowered Funds, LLC | History | Added to | 6,259 | 342 | 0.0% | 0.0% | 206 | +1,798 | 40.3% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,247 | 341 | 0.0% | 0.0% | 207 | +131 | 2.14% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,025 | 329 | 0.0% | 0.0% | 208 | -3,957 | -39.64% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 5,910 | 322 | 0.0% | 0.0% | 209 | -6,336 | -51.74% | Q1 2026 | May 04, 2026 |
| Lakeside Advisors, INC. | History | New | 5,879 | 321 | 0.21% | — | 210 | +5,879 | New | Q1 2026 | Apr 30, 2026 |
| New Harbor Financial Group, LLC | History | No change | 5,488 | 299 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,311 | 290 | 0.0% | — | 212 | +5,311 | New | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,161 | 282 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,160 | 281 | 0.0% | 0.0% | 214 | +300 | 6.17% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | New | 5,063 | 276 | 0.0% | — | 215 | +5,063 | New | Q1 2026 | Apr 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,013 | 273 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Darden Wealth Group Inc | History | New | 4,985 | 272 | 0.14% | — | 217 | +4,985 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,856 | 265 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Venturi Wealth Management, LLC | History | New | 4,827 | 263 | 0.01% | — | 219 | +4,827 | New | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,572 | 249 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gibson Capital, LLC | History | No change | 4,574 | 249 | 0.05% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blue Chip Partners, LLC | History | New | 4,370 | 238 | 0.02% | — | 222 | +4,370 | New | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | No change | 4,278 | 233 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,258 | 232 | 0.0% | — | 224 | +4,258 | New | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 4,216 | 230 | 0.06% | 0.05% | 225 | +22 | 0.52% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | New | 4,190 | 228 | 0.01% | — | 226 | +4,190 | New | Q1 2026 | Apr 28, 2026 |
| Trailhead Planners LLC | History | New | 4,007 | 218 | 0.21% | — | 227 | +4,007 | New | Q1 2026 | May 06, 2026 |
| Tactive Advisors, LLC | History | New | 3,868 | 211 | 0.06% | — | 228 | +3,868 | New | Q1 2026 | Apr 16, 2026 |
| Csenge Advisory Group | History | New | 3,797 | 207 | 0.01% | — | 229 | +3,797 | New | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 3,792 | 207 | 0.03% | — | 230 | +3,792 | New | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 3,687 | 201 | 0.0% | 0.0% | 231 | +1,408 | 61.78% | Q1 2026 | May 15, 2026 |
| Strong Retirement Solutions LLC | History | New | 3,677 | 200 | 0.14% | — | 232 | +3,677 | New | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 3,528 | 192 | 0.0% | 0.0% | 233 | +157 | 4.66% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,450 | 188 | 0.0% | 0.0% | 234 | -1,185 | -25.57% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,390 | 185 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,290 | 179 | 0.01% | — | 236 | +3,280 | 32800.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 3,215 | 175 | 0.01% | — | 237 | +3,215 | New | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | Added to | 3,133 | 172 | 0.01% | 0.0% | 238 | +1,805 | 135.92% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | No change | 3,000 | 163 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,965 | 162 | 0.0% | 0.0% | 240 | +899 | 43.51% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 2,600 | 142 | 0.01% | 0.0% | 241 | +1,950 | 300.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 2,629 | 134 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,845 | 100 | 0.04% | — | 243 | +1,845 | New | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,814 | 99 | 0.05% | — | 244 | +1,814 | New | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,632 | 91 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 1,600 | 87 | 0.0% | 0.0% | 246 | +1,000 | 166.67% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,458 | 79 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,551 | 79 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,418 | 77 | 0.0% | — | 249 | +1,418 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 40,267 | 71 | 0.0% | 0.01% | 250 | +3,048 | 8.19% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,218 | 66 | 0.04% | 0.04% | 251 | -48 | -3.79% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | New | 1,117 | 61 | 0.01% | — | 252 | +1,117 | New | Q1 2026 | Apr 03, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,085 | 59 | 0.04% | — | 253 | +1,085 | New | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,121 | 57 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 960 | 52 | 0.0% | 0.0% | 255 | +244 | 34.08% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 1,000 | 51 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Added to | 719 | 39 | 0.0% | 0.0% | 257 | +502 | 231.34% | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | Added to | 580 | 32 | 0.02% | 0.01% | 258 | +25 | 4.5% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | No change | 523 | 28 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | No change | 499 | 27 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 408 | 22 | 0.0% | 0.0% | 261 | +172 | 72.88% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 400 | 21 | 0.0% | 0.0% | 262 | -550 | -57.89% | Q1 2026 | Apr 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 373 | 20 | 0.0% | — | 263 | +373 | New | Q1 2026 | Apr 20, 2026 |
| Clark Wealth Partners | History | No change | 347 | 19 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 341 | 18 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 329 | 17 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | New | 303 | 16 | 0.0% | — | 267 | +303 | New | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 256 | 16 | 0.0% | — | 268 | +256 | New | Q1 2026 | May 06, 2026 |
| Y.D. More Investments Ltd | History | New | 263 | 14 | 0.0% | — | 269 | +263 | New | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 175 | 9 | 0.0% | 0.0% | 271 | -157 | -47.29% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 193 | 9 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 150 | 8 | 0.0% | — | 272 | +150 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 127 | 6 | 0.0% | 0.0% | 273 | +97 | 323.33% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | New | 94 | 5 | 0.0% | — | 276 | +94 | New | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 101 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 85 | 4 | 0.0% | — | 277 | +85 | New | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 60 | 3 | 0.0% | — | 278 | +60 | New | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | New | 21 | 1 | 0.0% | — | 280 | +21 | New | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -40,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -11,382 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Frontier Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,270 | -100.0% | Q1 2026 | May 06, 2026 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,972 | -100.0% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,889 | -100.0% | Q1 2026 | May 11, 2026 |
| DEFINE FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,975 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,848 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,119 | -100.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,653 | -100.0% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,187 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -130 | -99.24% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -37 | -97.37% | Q1 2026 | May 12, 2026 |