Goldman Sachs ETF Trust - GBIL
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.
Showing first 300 of
412 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | History | Added to | 11,133,728 | 1,115,488 | 16.65% | 12.65% | 1 | +3,018,277 | 37.19% | Q1 2026 | Apr 30, 2026 |
| Betterment LLC | History | Added to | 6,099,166 | 611,075 | 1.16% | 1.12% | 2 | +236,995 | 4.04% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 4,782,522 | 479,161 | 0.03% | 0.03% | 3 | -99,833 | -2.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,767,044 | 277,230 | 0.07% | 0.04% | 4 | +1,437,579 | 108.13% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,552,193 | 255,704 | 0.02% | 0.02% | 5 | +377,406 | 17.35% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 2,232,002 | 223,624 | 2.55% | 2.05% | 6 | +564,777 | 33.88% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,103,009 | 210,700 | 0.02% | 0.03% | 7 | -93,704 | -4.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,056,056 | 205,996 | 0.04% | 0.04% | 8 | +37,111 | 1.84% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,844,300 | 184,780 | 0.05% | 0.05% | 9 | +117,378 | 6.8% | Q1 2026 | May 06, 2026 |
| Cohalo Advisory LLC | History | Added to | 1,828 | 183,235 | 12.97% | 12.62% | 10 | +125 | 7.34% | Q1 2026 | Apr 30, 2026 |
| St. James Investment Company, LLC | History | Added to | 1,653,867 | 165,700 | 25.95% | 7.19% | 11 | +1,205,480 | 268.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,343,187 | 134,573 | 0.02% | 0.02% | 12 | +20,011 | 1.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,204,250 | 120,653 | 0.02% | 0.02% | 13 | +85,305 | 7.62% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 1,144,439 | 114,661 | 1.57% | 1.83% | 14 | -136,055 | -10.63% | Q1 2026 | Apr 08, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 958,193 | 95,761 | 11.85% | 11.84% | 15 | +15,395 | 1.63% | Q1 2026 | Apr 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 911,484 | 91,321 | 0.2% | 0.29% | 16 | -407,914 | -30.92% | Q1 2026 | May 05, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 890,986 | 89,258 | 4.31% | 0.76% | 17 | +744,572 | 508.54% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 882,223 | 88,378 | 0.13% | 0.11% | 18 | +19,578 | 2.27% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 643,921 | 64,514 | 10.09% | 10.0% | 19 | +10,936 | 1.73% | Q1 2026 | Apr 17, 2026 |
| Acorns Advisers, LLC | History | Added to | 536,466 | 53,748 | 0.4% | 0.38% | 20 | +25,066 | 4.9% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 515,609 | 51,760 | 0.01% | 0.01% | 21 | +210,451 | 68.96% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 508,987 | 50,995 | 6.02% | 6.38% | 22 | +35,027 | 7.39% | Q1 2026 | Apr 30, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 481,603 | 48,251 | 32.14% | 33.38% | 23 | -9,479 | -1.93% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 418,303 | 41,909 | 0.03% | 0.03% | 24 | -126,215 | -23.18% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 398,226 | 39,898 | 0.04% | 0.03% | 25 | +39,212 | 10.92% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 375,153 | 37,586 | 0.04% | 0.03% | 26 | +134,153 | 55.67% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 360,083 | 36,076 | 0.4% | 0.25% | 27 | +137,529 | 61.8% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 278,409 | 27,893 | 0.03% | 0.02% | 28 | +63,410 | 29.49% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 255,434 | 25,571 | 0.57% | 0.48% | 29 | +59,886 | 30.62% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 237,993 | 23,844 | 0.03% | 0.05% | 30 | -146,227 | -38.06% | Q1 2026 | Apr 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 231,921 | 23,236 | 1.63% | 1.39% | 31 | +39,059 | 20.25% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 218,938 | 21,935 | 0.1% | 0.1% | 32 | +12,338 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Tevis Investment Management | History | Added to | 208,435 | 20,883 | 11.89% | 4.12% | 33 | +140,228 | 205.59% | Q1 2026 | May 01, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 183,500 | 18,384 | 7.45% | 7.63% | 34 | +813 | 0.45% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 178,311 | 17,864 | 1.97% | 0.24% | 35 | +156,848 | 730.78% | Q1 2026 | Apr 15, 2026 |
| ALTFEST L J & CO INC | History | Added to | 175,067 | 17,539 | 1.88% | 0.48% | 36 | +130,847 | 295.9% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 174,028 | 17,435 | 2.41% | 2.17% | 37 | +14,307 | 8.96% | Q1 2026 | May 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 162,950 | 16,326 | 11.66% | 11.02% | 38 | +9,017 | 5.86% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 162,772 | 16,308 | 3.05% | 3.15% | 39 | -4,419 | -2.64% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 162,680 | 16,298 | 0.42% | 0.3% | 40 | +48,180 | 42.08% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 161,947 | 16,225 | 0.53% | 0.53% | 41 | -85 | -0.05% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,958 | 16,129 | 0.02% | 0.02% | 42 | +15,335 | 10.53% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 162,293 | 15,925 | 0.08% | 0.06% | 43 | +48,455 | 42.56% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 157,901 | 15,820 | 0.44% | 0.36% | 44 | +21,245 | 15.55% | Q1 2026 | Apr 28, 2026 |
| Rock Creek Group LLC | History | Reduced | 152,199 | 15,248 | 1.54% | 3.09% | 45 | -123,695 | -44.83% | Q1 2026 | May 11, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 147,926 | 14,820 | 7.04% | 4.09% | 46 | +55,776 | 60.53% | Q1 2026 | Apr 15, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 143,322 | 14,359 | 11.67% | 9.92% | 47 | +30,451 | 26.98% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 143,107 | 14,337 | 0.0% | 0.01% | 48 | -53,816 | -27.33% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 142,769 | 14,304 | 1.61% | 2.02% | 49 | -31,818 | -18.22% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 136,966 | 13,722 | 0.94% | 0.76% | 50 | +15,485 | 12.75% | Q1 2026 | May 21, 2026 |
| MBL Wealth, LLC | History | Added to | 133,676 | 13,393 | 1.01% | 0.85% | 51 | +27,364 | 25.74% | Q1 2026 | Apr 28, 2026 |
| Winch Advisory Services, LLC | History | Added to | 119,526 | 11,975 | 2.73% | 2.6% | 52 | +2,040 | 1.74% | Q1 2026 | Apr 30, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 118,585 | 11,881 | 1.21% | 0.47% | 53 | +74,380 | 168.26% | Q1 2026 | May 15, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 144,931 | 11,748 | 2.6% | 4.07% | 54 | -68,095 | -31.97% | Q1 2026 | Apr 21, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 113,491 | 11,342 | 2.54% | 2.57% | 55 | +8,511 | 8.11% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 110,539 | 11,073 | 0.0% | 0.0% | 56 | +74,726 | 208.66% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 100,621 | 10,081 | 1.2% | 1.3% | 57 | -7,569 | -7.0% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | Added to | 96,350 | 9,653 | 0.26% | 0.27% | 58 | +5,818 | 6.43% | Q1 2026 | May 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 92,615 | 9,279 | 2.03% | 2.06% | 59 | -884 | -0.95% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 91,429 | 9,160 | 0.11% | 0.12% | 60 | +9,621 | 11.76% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 86,960 | 8,713 | 0.02% | 0.02% | 61 | -6,369 | -6.82% | Q1 2026 | Apr 30, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 85,071 | 8,523 | 6.8% | 11.34% | 62 | -59,361 | -41.1% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 82,472 | 8,242 | 0.05% | 0.05% | 63 | +2,164 | 2.69% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 81,564 | 8,151 | 1.76% | 1.84% | 64 | -3,585 | -4.21% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 81,069 | 8,122 | 0.0% | — | 65 | +81,059 | 810590.0% | Q1 2026 | May 12, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 80,943 | 8,109 | 3.64% | 3.74% | 66 | -2,115 | -2.55% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 80,495 | 8,064 | 0.01% | 0.02% | 67 | -5,019 | -5.87% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,791 | 7,874 | 0.02% | 0.01% | 68 | -22,138 | -21.93% | Q1 2026 | Apr 08, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 76,497 | 7,664 | 5.88% | 5.86% | 69 | -1,057 | -1.36% | Q1 2026 | Apr 22, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 74,350 | 7,449 | 3.6% | 3.18% | 70 | +3,702 | 5.24% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 74,260 | 7,440 | 0.01% | 0.01% | 71 | +27,944 | 60.33% | Q1 2026 | May 14, 2026 |
| Spartan Planning & Wealth Management | History | New | 74,051 | 7,419 | 5.49% | — | 72 | +74,051 | New | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 72,702 | 7,284 | 0.13% | 0.11% | 73 | +10,968 | 17.77% | Q1 2026 | Apr 10, 2026 |
| Finhabits Advisors LLC | History | Added to | 72,308 | 7,244 | 6.68% | 6.46% | 74 | +3,479 | 5.05% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 71,923 | 7,206 | 0.0% | 0.0% | 75 | +32,111 | 80.66% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 71,752 | 7,188 | 0.46% | 0.39% | 76 | -13,570 | -15.9% | Q1 2026 | Apr 24, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 71,602 | 7,173 | 2.71% | 2.36% | 77 | +7,896 | 12.39% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 70,243 | 7,037 | 0.78% | 0.72% | 78 | +6,966 | 11.01% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | New | 69,000 | 6,913 | 0.16% | — | 79 | +69,000 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 66,542 | 6,666 | 2.29% | 2.4% | 80 | -1,551 | -2.28% | Q1 2026 | May 08, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 64,847 | 6,497 | 0.47% | 0.34% | 81 | +11,741 | 22.11% | Q1 2026 | Apr 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 63,978 | 6,409 | 0.34% | 0.11% | 82 | +42,467 | 197.42% | Q1 2026 | Apr 17, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 62,406 | 6,252 | 1.88% | 1.98% | 83 | -2,645 | -4.07% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 61,122 | 6,123 | 0.03% | 0.0% | 84 | +53,082 | 660.22% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 57,293 | 5,740 | 0.38% | 0.87% | 85 | -53,734 | -48.4% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 54,992 | 5,509 | 0.12% | 0.09% | 86 | +13,140 | 31.4% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 53,098 | 5,310 | 0.64% | 0.56% | 87 | +8,959 | 20.3% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,620 | 5,271 | 0.02% | 0.02% | 88 | -3,640 | -6.47% | Q1 2026 | Apr 30, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 52,374 | 5,247 | 3.05% | 0.82% | 89 | +37,708 | 257.11% | Q1 2026 | Apr 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 51,494 | 5,159 | 0.56% | 0.5% | 90 | +5,571 | 12.13% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 51,120 | 5,121 | 0.1% | 0.09% | 91 | +8,863 | 20.97% | Q1 2026 | May 14, 2026 |
| Q3 Asset Management | History | New | 50,862 | 5,095 | 1.24% | — | 92 | +50,862 | New | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Reduced | 49,499 | 4,959 | 0.01% | 0.05% | 93 | -184,184 | -78.82% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 48,730 | 4,882 | 0.49% | 0.12% | 94 | +36,254 | 290.59% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 45,899 | 4,598 | 0.01% | 0.0% | 95 | +35,331 | 334.32% | Q1 2026 | May 13, 2026 |
| Addison Capital Co | History | New | 45,887 | 4,597 | 0.82% | — | 96 | +45,887 | New | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 45,637 | 4,572 | 0.19% | 0.18% | 97 | +2,015 | 4.62% | Q1 2026 | May 12, 2026 |
| GatePass Capital, LLC | History | Reduced | 45,450 | 4,553 | 2.12% | 2.54% | 98 | -3,950 | -8.0% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 44,458 | 4,454 | 0.22% | 0.21% | 99 | +1,715 | 4.01% | Q1 2026 | May 13, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 42,947 | 4,302 | 0.96% | 0.84% | 100 | +5,469 | 14.59% | Q1 2026 | Apr 23, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 42,076 | 4,215 | 0.58% | 0.51% | 101 | -696 | -1.63% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,811 | 4,077 | 0.04% | 0.06% | 102 | -11,042 | -21.29% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,468 | 4,054 | 0.01% | 0.01% | 103 | -11,563 | -22.22% | Q1 2026 | May 04, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 40,020 | 4,009 | 2.2% | 2.12% | 104 | +2,037 | 5.36% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 39,910 | 3,998 | 0.01% | 0.02% | 105 | -9,500 | -19.23% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 39,400 | 3,937 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ATWOOD & PALMER INC | History | Added to | 38,925 | 3,899 | 0.22% | 0.19% | 107 | +5,133 | 15.19% | Q1 2026 | Apr 15, 2026 |
| Hershey Financial Advisers, LLC | History | New | 38,724 | 3,879 | 3.35% | — | 108 | +38,724 | New | Q1 2026 | May 06, 2026 |
| KG Capital Management | History | Added to | 38,690 | 3,876 | 2.78% | 0.67% | 109 | +11,814 | 43.96% | Q1 2026 | Apr 22, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 38,506 | 3,857 | 0.02% | 0.02% | 110 | +1,040 | 2.78% | Q1 2026 | May 13, 2026 |
| Helium Advisors LLC | History | Reduced | 38,464 | 3,853 | 3.67% | 4.92% | 111 | -10,159 | -20.89% | Q1 2026 | May 05, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 34,136 | 3,417 | 0.65% | 0.24% | 112 | +22,486 | 193.01% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 34,071 | 3,413 | 0.13% | 0.12% | 113 | +2,447 | 7.74% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 33,293 | 3,335 | 0.0% | 0.0% | 114 | +4,916 | 17.32% | Q1 2026 | May 11, 2026 |
| North Forty Two & Co. | History | Reduced | 31,544 | 3,160 | 2.92% | 2.99% | 115 | -166 | -0.52% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 31,321 | 3,138 | 0.36% | 0.15% | 116 | +18,481 | 143.93% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,276 | 3,133 | 0.02% | 0.02% | 117 | -4,516 | -12.62% | Q1 2026 | May 08, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 30,831 | 3,088 | 1.9% | 1.93% | 118 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,749 | 3,080 | 0.0% | 0.01% | 119 | -21,640 | -41.31% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 30,460 | 3,052 | 0.35% | 0.43% | 120 | -8,137 | -21.08% | Q1 2026 | Apr 16, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 30,288 | 3,035 | 0.4% | 0.38% | 121 | +1,535 | 5.34% | Q1 2026 | Apr 27, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 29,662 | 2,971 | 0.44% | 0.67% | 122 | -14,226 | -32.41% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 29,585 | 2,964 | 0.09% | 0.06% | 123 | -6,688 | -18.44% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,101 | 2,915 | 0.0% | 0.0% | 124 | -2,154 | -6.89% | Q1 2026 | May 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 28,958 | 2,901 | 0.38% | 0.12% | 125 | +20,220 | 231.4% | Q1 2026 | Apr 30, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 28,641 | 2,869 | 0.73% | 0.69% | 126 | -221 | -0.77% | Q1 2026 | Apr 17, 2026 |
| Leo H. Evart, Inc. | History | New | 28,619 | 2,867 | 2.45% | — | 127 | +28,619 | New | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 28,205 | 2,825 | 0.44% | 0.46% | 128 | +16 | 0.06% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 28,152 | 2,820 | 0.09% | 0.12% | 129 | -9,806 | -25.83% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Added to | 26,409 | 2,645 | 0.7% | 0.23% | 130 | +14,187 | 116.08% | Q1 2026 | May 04, 2026 |
| VICUS CAPITAL | History | Added to | 26,260 | 2,630 | 0.19% | 0.19% | 131 | +1,276 | 5.11% | Q1 2026 | Apr 22, 2026 |
| Hara Capital LLC | History | Added to | 25,808 | 2,585 | 1.29% | 1.42% | 132 | +420 | 1.65% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,337 | 2,538 | 0.03% | 0.03% | 133 | -1,306 | -4.9% | Q1 2026 | Apr 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 24,849 | 2,489 | 0.14% | 0.13% | 134 | +2,571 | 11.54% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,666 | 2,471 | 0.06% | 0.1% | 135 | +3,392 | 15.94% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,601 | 2,364 | 0.03% | 0.03% | 136 | +2,327 | 10.94% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 22,325 | 2,236 | 0.37% | 0.86% | 137 | -27,968 | -55.61% | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 22,113 | 2,215 | 0.07% | 0.06% | 138 | +3,949 | 21.74% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 21,942 | 2,198 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Successful Portfolios LLC | History | Reduced | 21,256 | 2,129 | 1.17% | 1.09% | 140 | -143 | -0.67% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 21,530 | 2,111 | 0.11% | 0.11% | 141 | -2,802 | -11.52% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,882 | 2,092 | 0.01% | 0.01% | 142 | +4,685 | 28.93% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 20,324 | 2,036 | 0.02% | 0.02% | 143 | -3,644 | -15.2% | Q1 2026 | May 01, 2026 |
| G&S Capital LLC | History | Reduced | 20,234 | 2,027 | 0.71% | 1.13% | 144 | -11,760 | -36.76% | Q1 2026 | Apr 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 20,125 | 2,016 | 0.15% | 0.14% | 145 | +1,703 | 9.24% | Q1 2026 | Apr 27, 2026 |
| Orin Green Financial, LLC | History | No change | 20,106 | 2,014 | 0.83% | 0.8% | 146 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | Added to | 19,858 | 1,989 | 0.3% | 0.28% | 147 | +2,340 | 13.36% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 19,588 | 1,962 | 0.56% | 0.52% | 148 | +174 | 0.9% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 19,223 | 1,926 | 0.09% | 0.09% | 149 | -1,510 | -7.28% | Q1 2026 | May 18, 2026 |
| Pflug Koory, LLC | History | Added to | 19,096 | 1,913 | 0.88% | 0.89% | 150 | +15 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Reduced | 18,900 | 1,893 | 0.05% | 0.04% | 151 | -645 | -3.3% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,621 | 1,865 | 0.04% | 0.01% | 152 | +15,170 | 439.58% | Q1 2026 | May 15, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 18,600 | 1,863 | 0.28% | 0.17% | 153 | +6,881 | 58.72% | Q1 2026 | May 07, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 18,587 | 1,862 | 0.9% | 0.81% | 154 | +2,100 | 12.74% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 18,515 | 1,855 | 0.92% | 1.17% | 155 | -5,960 | -24.35% | Q1 2026 | May 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,434 | 1,846 | 0.1% | 0.09% | 156 | +3,276 | 21.61% | Q1 2026 | May 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 17,656 | 1,769 | 0.24% | 0.24% | 157 | +738 | 4.36% | Q1 2026 | Apr 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 17,423 | 1,745 | 1.73% | 1.56% | 158 | +1,862 | 11.97% | Q1 2026 | Apr 22, 2026 |
| Narus Financial Partners, LLC | History | Added to | 17,376 | 1,740 | 0.46% | 0.32% | 159 | +5,737 | 49.29% | Q1 2026 | Apr 21, 2026 |
| Copley Financial Group, Inc. | History | Added to | 17,048 | 1,708 | 1.03% | 0.66% | 160 | +6,387 | 59.91% | Q1 2026 | May 15, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 16,686 | 1,671 | 0.29% | 0.19% | 161 | +4,984 | 42.59% | Q1 2026 | Apr 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 16,578 | 1,665 | 0.26% | 0.26% | 162 | -294 | -1.74% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 16,266 | 1,629 | 0.9% | 0.55% | 163 | +6,232 | 62.11% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,208 | 1,623 | 0.01% | 0.01% | 164 | -1,964 | -10.81% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 15,787 | 1,581 | 0.0% | 0.01% | 165 | -4,968 | -23.94% | Q1 2026 | May 14, 2026 |
| Peak Asset Management, LLC | History | Added to | 15,764 | 1,579 | 0.28% | 0.24% | 166 | +1,650 | 11.69% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,678 | 1,570 | 0.02% | 0.01% | 167 | +7,674 | 95.88% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 15,288 | 1,531 | 0.19% | 0.19% | 168 | +426 | 2.87% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 15,150 | 1,514 | 1.29% | 1.29% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 15,009 | 1,503 | 0.06% | 0.06% | 170 | -410 | -2.66% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 14,958 | 1,498 | 0.34% | 0.13% | 171 | +9,338 | 166.16% | Q1 2026 | Apr 08, 2026 |
| Everest Management Corp. | History | Reduced | 14,819 | 1,484 | 0.75% | 1.07% | 172 | -4,423 | -22.99% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,680 | 1,470 | 0.02% | 0.01% | 173 | +4,875 | 49.72% | Q1 2026 | Apr 28, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 14,569 | 1,459 | 0.25% | 0.28% | 174 | -612 | -4.03% | Q1 2026 | May 01, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 14,515 | 1,454 | 1.36% | 1.55% | 175 | -2,580 | -15.09% | Q1 2026 | May 08, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 14,050 | 1,407 | 0.55% | 0.58% | 176 | -424 | -2.93% | Q1 2026 | Apr 08, 2026 |
| Saiph Capital, LLC | History | Reduced | 13,853 | 1,387 | 0.52% | 1.25% | 177 | -20,912 | -60.15% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,548 | 1,357 | 0.0% | 0.0% | 178 | +10,942 | 419.88% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 13,213 | 1,323 | 0.07% | 0.05% | 179 | +2,505 | 23.39% | Q1 2026 | May 15, 2026 |
| POTENTIA WEALTH | History | Reduced | 12,928 | 1,295 | 0.5% | 0.57% | 180 | -2,588 | -16.68% | Q1 2026 | May 11, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 12,765 | 1,278 | 0.23% | 0.44% | 181 | -12,617 | -49.71% | Q1 2026 | May 11, 2026 |
| United Community Bank | History | New | 12,440 | 1,246 | 0.42% | — | 182 | +12,440 | New | Q1 2026 | Apr 24, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 12,395 | 1,241 | 0.75% | 0.85% | 183 | -225 | -1.78% | Q1 2026 | Apr 21, 2026 |
| Delta Investment Management, LLC | History | Added to | 11,554 | 1,157 | 0.21% | 0.2% | 184 | +102 | 0.89% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 11,233 | 1,124 | 0.04% | 0.04% | 185 | +52 | 0.47% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,014 | 1,103 | 0.01% | 0.01% | 186 | +4,800 | 77.24% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 10,841 | 1,086 | 0.03% | 0.03% | 187 | -228 | -2.06% | Q1 2026 | Apr 07, 2026 |
| Inscription Capital, LLC | History | Reduced | 10,805 | 1,082 | 0.11% | 0.12% | 188 | -868 | -7.44% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,751 | 1,077 | 0.01% | 0.01% | 189 | +1,575 | 17.16% | Q1 2026 | May 01, 2026 |
| Intellectus Partners, LLC | History | Reduced | 10,460 | 1,048 | 0.21% | 0.24% | 190 | -2,078 | -16.57% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,446 | 1,046 | 0.01% | 0.01% | 191 | +2,206 | 26.77% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Reduced | 9,940 | 995 | 0.03% | 0.04% | 192 | -1,523 | -13.29% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,818 | 983 | 0.0% | — | 193 | +9,818 | New | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | Reduced | 9,582 | 959 | 0.28% | 0.49% | 194 | -4,546 | -32.18% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,454 | 947 | 0.02% | 0.01% | 195 | +2,848 | 43.11% | Q1 2026 | May 18, 2026 |
| COMERICA BANK | History | No change | 9,228 | 922 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,861 | 887 | 0.02% | 0.01% | 197 | +4,741 | 115.07% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,690 | 868 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 8,602 | 861 | 0.64% | 0.69% | 199 | -1,220 | -12.42% | Q1 2026 | Apr 24, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 8,524 | 854 | 0.57% | 0.51% | 200 | -1,888 | -18.13% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 8,505 | 852 | 0.15% | 0.16% | 201 | +75 | 0.89% | Q1 2026 | Apr 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 8,438 | 845 | 0.12% | 0.07% | 202 | +3,174 | 60.3% | Q1 2026 | May 01, 2026 |
| Objective Capital Management, LLC | History | Added to | 8,418 | 843 | 0.85% | 0.73% | 203 | +1,270 | 17.77% | Q1 2026 | May 04, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 8,340 | 835 | 0.91% | 3.25% | 204 | -24,471 | -74.58% | Q1 2026 | May 15, 2026 |
| Single Point Partners, LLC | History | Added to | 8,304 | 831 | 0.17% | 0.14% | 205 | +1,443 | 21.03% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,246 | 826 | 0.01% | 0.01% | 206 | -439 | -5.05% | Q1 2026 | May 08, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 8,235 | 825 | 0.14% | 0.13% | 207 | +903 | 12.32% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,103 | 811 | 0.0% | 0.0% | 208 | +4 | 0.05% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 8,086 | 810 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 8,045 | 806 | 0.12% | 0.1% | 210 | +925 | 12.99% | Q1 2026 | Apr 20, 2026 |
| Bravias Capital Group, LLC | History | Added to | 8,020 | 803 | 0.53% | 0.48% | 211 | +122 | 1.54% | Q1 2026 | Apr 28, 2026 |
| Cairn Investment Group, Inc. | History | No change | 7,920 | 794 | 0.39% | 0.38% | 212 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 7,769 | 778 | 0.04% | 0.05% | 213 | -814 | -9.48% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,660 | 767 | 0.05% | 0.04% | 214 | -1,087 | -12.43% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,515 | 752 | 0.03% | 0.02% | 215 | +2,189 | 41.1% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,459 | 747 | 0.01% | 0.01% | 216 | -1,149 | -13.35% | Q1 2026 | Apr 20, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 7,440 | 745 | 0.37% | 1.22% | 217 | -17,400 | -70.05% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | New | 7,389 | 740 | 0.14% | — | 218 | +7,389 | New | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 7,377 | 739 | 0.19% | 0.21% | 219 | -678 | -8.42% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | No change | 7,302 | 731 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFC Advisors LLC | History | Reduced | 7,279 | 729 | 0.1% | 0.11% | 221 | -228 | -3.04% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 7,262 | 727 | 0.0% | 0.0% | 222 | -824 | -10.19% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 7,219 | 723 | 0.01% | 0.01% | 223 | +1,574 | 27.88% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,211 | 722 | 0.04% | 0.04% | 224 | -485 | -6.3% | Q1 2026 | Apr 15, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 7,093 | 710 | 0.07% | 0.07% | 225 | -215 | -2.94% | Q1 2026 | May 19, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,012 | 702 | 0.04% | 0.04% | 226 | -46 | -0.65% | Q1 2026 | Apr 24, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 6,957 | 695 | 0.41% | 0.5% | 227 | -517 | -6.92% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 6,878 | 689 | 0.14% | 0.17% | 228 | -976 | -12.43% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,855 | 686 | 0.08% | 0.12% | 229 | -1,607 | -18.99% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | New | 6,751 | 676 | 0.01% | — | 230 | +6,751 | New | Q1 2026 | May 01, 2026 |
| Asset One Wealth Management LLC | History | Added to | 6,725 | 673 | 0.07% | 0.08% | 231 | +970 | 16.85% | Q1 2026 | May 12, 2026 |
| Peak Planning Group, LLC | History | Reduced | 6,699 | 671 | 0.19% | 0.21% | 232 | -742 | -9.97% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,671 | 668 | 0.0% | 0.0% | 233 | +288 | 4.51% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 6,503 | 651 | 0.05% | 0.06% | 234 | -957 | -12.83% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,306 | 631 | 0.0% | 0.0% | 235 | -1,737 | -21.6% | Q1 2026 | May 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 6,267 | 627 | 0.19% | 0.09% | 236 | +3,132 | 99.9% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,228 | 623 | 0.0% | 0.0% | 237 | +2,288 | 58.07% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 6,031 | 604 | 0.17% | 0.56% | 238 | -17,296 | -74.15% | Q1 2026 | May 14, 2026 |
| Carr Financial Group Corp | History | Reduced | 6,030 | 604 | 0.16% | 0.17% | 239 | -263 | -4.18% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,000 | 601 | 0.0% | — | 241 | +6,000 | New | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,015 | 601 | 0.03% | 0.04% | 240 | -414 | -6.44% | Q1 2026 | Apr 17, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 5,955 | 596 | 0.13% | 0.18% | 242 | -2,635 | -30.68% | Q1 2026 | May 12, 2026 |
| Synergy Financial Group, LTD | History | Added to | 5,938 | 594 | 0.45% | 0.31% | 243 | +1,566 | 35.82% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 5,893 | 590 | 0.16% | — | 244 | +5,893 | New | Q1 2026 | Apr 16, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 5,887 | 589 | 0.07% | 0.06% | 245 | +1,196 | 25.5% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,858 | 586 | 0.04% | 0.06% | 246 | -3,420 | -36.86% | Q1 2026 | May 12, 2026 |
| VVR Holdings LLC | History | Reduced | 5,490 | 549 | 0.28% | 0.42% | 247 | -2,622 | -32.32% | Q1 2026 | Apr 16, 2026 |
| Brookwood Investment Group LLC | History | New | 5,318 | 532 | 0.07% | — | 248 | +5,318 | New | Q1 2026 | May 04, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 5,293 | 530 | 0.07% | — | 249 | +5,293 | New | Q1 2026 | Apr 30, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 5,285 | 529 | 0.34% | 0.47% | 252 | -2,084 | -28.28% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,287 | 529 | 0.05% | 0.04% | 250 | +213 | 4.2% | Q1 2026 | Apr 30, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 5,288 | 529 | 0.14% | 0.14% | 251 | -200 | -3.64% | Q1 2026 | May 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 5,241 | 525 | 0.32% | 0.34% | 253 | -200 | -3.68% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,173 | 518 | 0.01% | 0.01% | 254 | +3,000 | 138.06% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,180 | 517 | 0.04% | 0.04% | 255 | -963 | -15.68% | Q1 2026 | May 01, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,114 | 512 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,099 | 510 | 0.11% | 0.05% | 257 | +2,488 | 95.29% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 4,825 | 483 | 0.0% | 0.0% | 258 | +3,800 | 370.73% | Q1 2026 | May 14, 2026 |
| Silver Coast Investments LLC | History | Reduced | 4,706 | 471 | 0.15% | 0.25% | 259 | -2,669 | -36.19% | Q1 2026 | Apr 22, 2026 |
| High Probability Advisors, LLC | History | Reduced | 4,693 | 470 | 0.06% | 0.06% | 260 | -149 | -3.08% | Q1 2026 | Apr 10, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,677 | 467 | 0.19% | 0.19% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,638 | 464 | 0.01% | 0.01% | 262 | -4,034 | -46.52% | Q1 2026 | Apr 28, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 4,530 | 453 | 0.06% | 0.33% | 263 | -25,720 | -85.02% | Q1 2026 | Apr 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,442 | 445 | 0.12% | 0.08% | 264 | +854 | 23.8% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,313 | 432 | 0.01% | 0.0% | 265 | +3,934 | 1037.99% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,256 | 426 | 0.04% | 0.04% | 266 | -3,343 | -43.99% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Added to | 4,221 | 422 | 0.03% | 0.03% | 267 | +789 | 22.99% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 4,100 | 410 | 0.01% | 0.01% | 268 | +2,424 | 144.63% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 4,073 | 408 | 0.04% | 0.04% | 269 | +176 | 4.52% | Q1 2026 | Apr 27, 2026 |
| Warberg Asset Management LLC | History | New | 4,000 | 400 | 0.07% | — | 270 | +4,000 | New | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | New | 3,852 | 385 | 0.01% | — | 271 | +3,852 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 3,818 | 382 | 0.0% | — | 272 | +3,818 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 3,791 | 379 | 0.0% | — | 273 | +3,791 | New | Q1 2026 | May 12, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 3,674 | 368 | 0.28% | 0.53% | 274 | -2,708 | -42.43% | Q1 2026 | Apr 27, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 3,476 | 348 | 0.13% | 0.11% | 275 | +405 | 13.19% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,448 | 345 | 0.0% | 0.0% | 276 | +111 | 3.33% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,427 | 343 | 0.01% | 0.01% | 278 | +774 | 29.17% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,424 | 343 | 0.01% | 0.01% | 277 | -588 | -14.66% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,360 | 336 | 0.01% | 0.03% | 279 | -5,589 | -62.45% | Q1 2026 | May 14, 2026 |
| Ted Buchan & Co | History | Reduced | 3,350 | 335 | 0.12% | 0.15% | 280 | -650 | -16.25% | Q1 2026 | May 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 3,320 | 332 | 0.12% | 0.11% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 3,289 | 329 | 0.05% | 0.08% | 282 | -1,994 | -37.74% | Q1 2026 | Apr 27, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,258 | 326 | 0.05% | 0.05% | 283 | +56 | 1.75% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,225 | 323 | 0.0% | — | 284 | +3,225 | New | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,206 | 321 | 0.0% | 0.0% | 285 | -2 | -0.06% | Q1 2026 | May 11, 2026 |
| Castleview Partners, LLC | History | New | 3,163 | 316 | 0.16% | — | 286 | +3,163 | New | Q1 2026 | May 01, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 3,017 | 302 | 0.18% | 0.19% | 287 | -131 | -4.16% | Q1 2026 | Apr 16, 2026 |
| CGN Advisors LLC | History | New | 3,003 | 300 | 0.02% | — | 288 | +3,003 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 2,956 | 296 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,896 | 290 | 0.01% | 0.01% | 291 | -513 | -15.05% | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,900 | 290 | 0.01% | 0.01% | 290 | +200 | 7.41% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 2,811 | 281 | 0.01% | 0.01% | 292 | -36 | -1.26% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,750 | 276 | 0.2% | 0.19% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,699 | 270 | 0.03% | 0.02% | 295 | +682 | 33.81% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,697 | 270 | 0.0% | 0.0% | 294 | +213 | 8.57% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,694 | 269 | 0.08% | 0.08% | 296 | -21 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Harborfront Financial Group LLC | History | No change | 2,662 | 266 | 1.98% | 1.98% | 297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | Added to | 2,584 | 258 | 0.09% | 0.09% | 298 | +104 | 4.19% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 2,562 | 256 | 0.01% | — | 299 | +2,562 | New | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | Reduced | 2,530 | 253 | 0.12% | 0.18% | 300 | -1,133 | -30.93% | Q1 2026 | Apr 28, 2026 |