Goldman Sachs ETF Trust - GPIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 7,498 | 395,870 | 4.8% | 4.8% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 5,085,055 | 254,456 | 0.07% | 0.06% | 2 | +802,099 | 18.73% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,957,052 | 147,970 | 0.01% | 0.01% | 3 | +523,224 | 21.5% | Q1 2026 | May 15, 2026 |
| Requisite Capital Management, LLC | History | Added to | 2,317,249 | 115,955 | 21.61% | 22.75% | 4 | +45,937 | 2.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,087,531 | 104,460 | 0.11% | 0.12% | 5 | +86,602 | 4.33% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,715,514 | 85,844 | 0.02% | 0.01% | 6 | +1,054,994 | 159.72% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 1,599,317 | 80,029 | 7.58% | 6.73% | 7 | +262,596 | 19.64% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,205,058 | 60,301 | 0.02% | 0.01% | 8 | +749,357 | 164.44% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Added to | 909,777 | 45,752 | 12.69% | 12.96% | 9 | +38,055 | 4.37% | Q1 2026 | May 06, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 887,498 | 44,410 | 14.54% | 12.26% | 10 | +23,953 | 2.77% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 763,843 | 38,222 | 0.05% | 0.01% | 11 | +552,961 | 262.21% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 761,731 | 38,117 | 0.01% | 0.01% | 12 | -32,859 | -4.14% | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 600,462 | 30,047 | 0.62% | 0.13% | 13 | +477,717 | 389.19% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 582,931 | 29,146 | 0.5% | 0.25% | 14 | +326,488 | 127.31% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 575,284 | 28,787 | 0.04% | 0.04% | 15 | +29,360 | 5.38% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 431,589 | 21,596 | 1.53% | 3.01% | 16 | +23,043 | 5.64% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 424,787 | 21,256 | 0.01% | 0.01% | 17 | +106,400 | 33.42% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 414,030 | 20,718 | 0.0% | 0.0% | 18 | +85,247 | 25.93% | Q1 2026 | May 05, 2026 |
| WNY Asset Management, LLC | History | New | 383,634 | 19,197 | 1.98% | — | 19 | +383,634 | New | Q1 2026 | May 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 376,609 | 18,846 | 0.0% | 0.0% | 20 | +73,492 | 24.25% | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | Added to | 372,385 | 18,634 | 10.04% | 10.25% | 21 | +40,357 | 12.15% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 343,317 | 18,127 | 0.12% | 0.1% | 22 | +67,850 | 24.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 336,869 | 16,857 | 0.02% | 0.02% | 23 | +59,210 | 21.32% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 294,924 | 14,757 | 0.02% | 0.01% | 24 | +71,204 | 31.83% | Q1 2026 | May 13, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 282,772 | 14,149 | 1.07% | 3.03% | 25 | -478,741 | -62.87% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 274,717 | 13,746 | 2.48% | 2.08% | 26 | +29,188 | 11.89% | Q1 2026 | Apr 29, 2026 |
| Richmond Investment Services, LLC | History | New | 274,642 | 13,743 | 2.22% | — | 27 | +274,642 | New | Q1 2026 | Apr 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 253,451 | 12,682 | 2.2% | 1.58% | 28 | +81,901 | 47.74% | Q1 2026 | May 12, 2026 |
| Mason & Associates Inc | History | Added to | 229,362 | 11,165 | 2.16% | 2.24% | 29 | +3,851 | 1.71% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 222,131 | 11,115 | 0.04% | 0.04% | 30 | +36,547 | 19.69% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 217,515 | 10,884 | 0.02% | 0.01% | 31 | +79,689 | 57.82% | Q1 2026 | May 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 208,811 | 10,448 | 2.0% | 2.06% | 32 | +4,841 | 2.37% | Q1 2026 | May 01, 2026 |
| Wick Capital Partners, LLC | History | Added to | 204,977 | 10,257 | 1.87% | 1.88% | 33 | +6,499 | 3.27% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 189,603 | 9,487 | 0.01% | 0.02% | 34 | -24,989 | -11.64% | Q1 2026 | Apr 27, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 189,100 | 9,462 | 8.77% | 9.36% | 35 | -7,648 | -3.89% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 165,434 | 8,291 | 0.02% | 0.01% | 36 | +75,712 | 84.39% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 146,447 | 7,328 | 0.1% | 0.1% | 37 | +9,172 | 6.68% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 134,229 | 6,716 | 0.01% | 0.0% | 38 | +32,959 | 32.55% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 129,224 | 6,466 | 0.03% | 0.02% | 39 | +46,570 | 56.34% | Q1 2026 | May 08, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 126,774 | 6,343 | 1.75% | 1.3% | 40 | +48,851 | 62.69% | Q1 2026 | Apr 09, 2026 |
| Delta Investment Management, LLC | History | Added to | 120,106 | 6,010 | 1.08% | 1.02% | 41 | +8,791 | 7.9% | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 114,958 | 5,752 | 1.78% | 0.81% | 42 | +62,810 | 120.45% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 113,569 | 5,682 | 0.06% | 0.03% | 43 | +58,331 | 105.6% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 111,432 | 5,496 | 0.06% | 0.04% | 44 | +57,630 | 107.11% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 108,097 | 5,409 | 4.1% | 5.13% | 45 | -7,808 | -6.74% | Q1 2026 | Apr 13, 2026 |
| American Alpha Advisors, LLC | History | Added to | 105,427 | 5,275 | 2.8% | 3.22% | 46 | +2,301 | 2.23% | Q1 2026 | May 14, 2026 |
| Prota Financial, LLC | History | New | 102,941 | 5,151 | 3.73% | — | 47 | +102,941 | New | Q1 2026 | Apr 09, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 102,071 | 5,107 | 1.06% | 0.75% | 48 | +37,718 | 58.61% | Q1 2026 | May 14, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 97,714 | 4,889 | 2.62% | 2.0% | 49 | +27,042 | 38.26% | Q1 2026 | Apr 13, 2026 |
| Cedarwood Wealth LLC | History | Added to | 94,378 | 4,722 | 4.77% | 2.6% | 50 | +50,468 | 114.94% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | New | 93,498 | 4,678 | 0.06% | — | 51 | +93,498 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 93,383 | 4,672 | 0.0% | 0.0% | 52 | +40,950 | 78.1% | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 93,037 | 4,655 | 1.15% | 3.86% | 53 | -230,003 | -71.2% | Q1 2026 | May 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 92,342 | 4,620 | 1.81% | 1.25% | 54 | +29,541 | 47.04% | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 91,867 | 4,597 | 0.03% | 0.02% | 55 | +4,106 | 4.68% | Q1 2026 | Apr 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 91,273 | 4,567 | 0.47% | 0.51% | 56 | -385 | -0.42% | Q1 2026 | Apr 20, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 86,830 | 4,344 | 0.71% | 0.24% | 57 | +57,150 | 192.55% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 86,578 | 4,332 | 0.08% | 0.08% | 58 | +7,597 | 9.62% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 85,898 | 4,298 | 0.02% | 0.02% | 59 | -5,896 | -6.42% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 84,612 | 4,233 | 0.03% | 0.0% | 60 | +73,386 | 653.71% | Q1 2026 | May 15, 2026 |
| Semus Wealth Partners LLC | History | Added to | 84,188 | 4,212 | 2.35% | 2.32% | 61 | +2,465 | 3.02% | Q1 2026 | Apr 24, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 81,854 | 4,095 | 1.48% | 0.33% | 62 | +63,854 | 354.74% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 81,870 | 4,094 | 0.03% | 0.01% | 63 | +40,101 | 96.01% | Q1 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 77,190 | 4,076 | 2.9% | 2.68% | 64 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | New | 80,165 | 4,011 | 0.12% | — | 65 | +80,165 | New | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 79,800 | 3,993 | 0.0% | 0.0% | 66 | +53,800 | 206.92% | Q1 2026 | May 15, 2026 |
| Private Wealth Partners, LLC | History | Added to | 76,654 | 3,835 | 0.3% | 0.26% | 67 | +7,500 | 10.85% | Q1 2026 | Apr 28, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 76,554 | 3,830 | 0.97% | — | 68 | +76,554 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 75,690 | 3,787 | 0.0% | 0.0% | 69 | -5,761 | -7.07% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 69,940 | 3,499 | 0.01% | 0.01% | 70 | +10,876 | 18.41% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 69,618 | 3,483 | 0.51% | 0.49% | 71 | +9,973 | 16.72% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 68,716 | 3,438 | 0.03% | 0.04% | 72 | +1,030 | 1.52% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 67,329 | 3,369 | 0.2% | 0.21% | 73 | +1,214 | 1.84% | Q1 2026 | Apr 29, 2026 |
| American National Bank of Texas | History | Added to | 65,505 | 3,277 | 3.12% | 3.26% | 74 | +1,167 | 1.81% | Q1 2026 | Apr 09, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 63,545 | 3,184 | 0.69% | 0.92% | 75 | -17,467 | -21.56% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 63,343 | 3,169 | 0.11% | 0.05% | 76 | +25,979 | 69.53% | Q1 2026 | Apr 23, 2026 |
| Cannon Advisors, Inc. | History | Added to | 63,216 | 3,163 | 2.35% | 2.24% | 77 | +3,253 | 5.43% | Q1 2026 | Apr 24, 2026 |
| Tandem Financial, LLC | History | New | 63,191 | 3,162 | 1.01% | — | 79 | +63,191 | New | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 63,201 | 3,162 | 0.08% | 0.05% | 78 | +22,277 | 54.44% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,609 | 3,147 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 62,298 | 3,117 | 0.0% | 0.0% | 81 | +4,441 | 7.68% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 60,529 | 3,028 | 0.06% | 0.08% | 82 | -26,669 | -30.58% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,035 | 2,954 | 0.01% | 0.0% | 83 | +51,979 | 736.66% | Q1 2026 | May 04, 2026 |
| Invst, LLC | History | Added to | 58,965 | 2,950 | 0.33% | 0.24% | 84 | +17,273 | 41.43% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 57,707 | 2,887 | 0.65% | 0.72% | 85 | -820 | -1.4% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 55,749 | 2,883 | 0.16% | 0.16% | 86 | +3,117 | 5.92% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 57,090 | 2,856 | 0.11% | 0.12% | 87 | -1,194 | -2.05% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,857 | 2,795 | 0.01% | 0.01% | 88 | +14,669 | 35.61% | Q1 2026 | Apr 30, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 54,851 | 2,744 | 1.01% | 1.04% | 89 | -112 | -0.2% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 53,650 | 2,684 | 0.16% | 0.09% | 90 | +26,000 | 94.03% | Q1 2026 | May 01, 2026 |
| POTENTIA WEALTH | History | Added to | 52,224 | 2,613 | 1.01% | 1.01% | 91 | +236 | 0.45% | Q1 2026 | May 11, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 51,921 | 2,598 | 0.73% | 0.69% | 92 | -2,790 | -5.1% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 50,963 | 2,550 | 0.03% | — | 93 | +50,963 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 50,063 | 2,505 | 0.06% | 0.04% | 94 | +21,008 | 72.3% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 51,267 | 2,495 | 0.0% | 0.0% | 95 | +47,614 | 1303.42% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 49,814 | 2,492 | 0.05% | 0.04% | 96 | +2,335 | 4.92% | Q1 2026 | Apr 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 48,815 | 2,442 | 0.15% | 0.12% | 97 | +14,128 | 40.73% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 47,358 | 2,369 | 0.09% | 0.09% | 98 | +8,554 | 22.04% | Q1 2026 | Jun 18, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 47,110 | 2,357 | 1.2% | 1.05% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,268 | 2,315 | 0.0% | 0.0% | 100 | +39,639 | 597.96% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 43,551 | 2,309 | 0.16% | 0.16% | 101 | +1,321 | 3.13% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 46,104 | 2,307 | 0.01% | 0.0% | 102 | +43,739 | 1849.43% | Q1 2026 | May 13, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 42,172 | 2,226 | 1.6% | 1.6% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 44,030 | 2,203 | 0.72% | — | 104 | +44,030 | New | Q1 2026 | Apr 10, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 41,368 | 2,070 | 0.48% | 0.48% | 105 | +1,900 | 4.81% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,196 | 2,061 | 0.01% | 0.01% | 106 | -46,018 | -52.76% | Q1 2026 | Apr 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 40,080 | 2,005 | 4.51% | 1.7% | 107 | +25,078 | 167.16% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 38,948 | 1,948 | 0.02% | 0.04% | 108 | -20,124 | -34.07% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | No change | 38,619 | 1,932 | 0.11% | 0.12% | 109 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 37,262 | 1,927 | 0.3% | 0.25% | 110 | +6,755 | 22.14% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,330 | 1,918 | 0.01% | 0.01% | 111 | -5,623 | -12.79% | Q1 2026 | Jun 02, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 37,114 | 1,857 | 0.27% | 0.29% | 112 | +7,154 | 23.88% | Q1 2026 | May 04, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 35,503 | 1,776 | 0.49% | 0.46% | 113 | +5,455 | 18.15% | Q1 2026 | Apr 23, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 35,458 | 1,774 | 0.53% | 0.54% | 114 | +2,336 | 7.05% | Q1 2026 | Apr 21, 2026 |
| CAP Partners, LLC | History | Added to | 35,350 | 1,768 | 1.0% | 0.89% | 115 | +5,665 | 19.08% | Q1 2026 | Apr 28, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 34,665 | 1,734 | 0.97% | 0.86% | 116 | +5,300 | 18.05% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 33,927 | 1,697 | 0.06% | 0.05% | 117 | +6,374 | 23.13% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,576 | 1,688 | 0.0% | 0.0% | 118 | +30,818 | 820.06% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 33,415 | 1,672 | 0.01% | 0.0% | 119 | +29,615 | 779.34% | Q1 2026 | May 14, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 31,365 | 1,569 | 0.78% | 0.9% | 120 | +236 | 0.76% | Q1 2026 | May 14, 2026 |
| Trask Adam Roland | History | New | 31,275 | 1,565 | 1.48% | — | 121 | +31,275 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 29,476 | 1,474 | 0.02% | 0.03% | 122 | +634 | 2.2% | Q1 2026 | Apr 22, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 28,278 | 1,415 | 0.02% | 0.03% | 123 | -785 | -2.7% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 27,421 | 1,372 | 0.49% | 0.21% | 124 | +16,171 | 143.74% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 27,301 | 1,366 | 0.28% | — | 125 | +27,301 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 25,500 | 1,276 | 0.0% | — | 126 | +25,500 | New | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 25,401 | 1,271 | 0.4% | 0.45% | 127 | +387 | 1.55% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 23,929 | 1,197 | 0.02% | 0.01% | 128 | +17,356 | 264.05% | Q1 2026 | May 11, 2026 |
| Southern Financial Group, LLC | History | Added to | 23,932 | 1,197 | 0.33% | 0.21% | 129 | +10,311 | 75.7% | Q1 2026 | Jun 18, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 23,774 | 1,189 | 1.58% | 1.38% | 130 | +863 | 3.77% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,660 | 1,183 | 0.01% | 0.02% | 131 | -23,932 | -50.29% | Q1 2026 | May 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,620 | 1,181 | 0.41% | 0.45% | 132 | +1,330 | 5.97% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,026 | 1,152 | 0.02% | 0.02% | 133 | +8,855 | 62.49% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 22,472 | 1,124 | 0.18% | 0.16% | 134 | +3,146 | 16.28% | Q1 2026 | May 05, 2026 |
| SMART Wealth LLC | History | New | 22,021 | 1,101 | 0.32% | — | 135 | +22,021 | New | Q1 2026 | Apr 23, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 21,817 | 1,091 | 0.12% | 0.11% | 137 | +3,267 | 17.61% | Q1 2026 | Apr 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,819 | 1,091 | 0.05% | 0.05% | 136 | +128 | 0.59% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 21,682 | 1,084 | 0.84% | 0.86% | 138 | -364 | -1.65% | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | New | 20,985 | 1,050 | 0.03% | — | 139 | +20,985 | New | Q1 2026 | May 13, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 20,550 | 1,028 | 0.78% | 0.84% | 140 | +950 | 4.85% | Q1 2026 | Apr 21, 2026 |
| Concentrum Wealth Management | History | New | 20,232 | 1,012 | 0.3% | — | 141 | +20,232 | New | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 20,057 | 1,003 | 0.18% | 0.11% | 142 | +8,808 | 78.3% | Q1 2026 | Apr 15, 2026 |
| GKV Capital Management Co., Inc. | History | New | 20,024 | 1,002 | 0.38% | — | 143 | +20,024 | New | Q1 2026 | May 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,880 | 994 | 0.01% | 0.01% | 144 | +1,381 | 7.47% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 19,787 | 990 | 0.27% | 0.25% | 145 | +602 | 3.14% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,228 | 962 | 0.02% | 0.02% | 146 | +3,527 | 22.46% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 19,100 | 955 | 0.19% | 0.12% | 147 | +5,329 | 38.7% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 18,920 | 946 | 0.01% | — | 148 | +18,920 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,916 | 945 | 0.01% | 0.03% | 149 | -41,519 | -68.7% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Reduced | 18,718 | 941 | 0.0% | 0.01% | 150 | -5,697 | -23.33% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 18,785 | 940 | 0.01% | 0.01% | 151 | +251 | 1.35% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 18,247 | 913 | 0.47% | 0.51% | 152 | +3,320 | 22.24% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,644 | 882 | 0.04% | 0.04% | 153 | +3,524 | 24.96% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,380 | 869 | 0.0% | 0.0% | 154 | +12,716 | 272.64% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,214 | 861 | 0.0% | 0.03% | 155 | -130,035 | -88.31% | Q1 2026 | Apr 29, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 17,075 | 854 | 0.73% | 0.7% | 156 | +495 | 2.99% | Q1 2026 | Apr 27, 2026 |
| Bull Harbor Capital LLC | History | New | 16,875 | 844 | 0.23% | — | 157 | +16,875 | New | Q1 2026 | May 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,690 | 835 | 0.03% | 0.03% | 158 | -631 | -3.64% | Q1 2026 | Apr 08, 2026 |
| Herold Advisors, Inc. | History | Added to | 16,353 | 818 | 0.18% | 0.17% | 159 | +2,000 | 13.93% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,742 | 787 | 0.02% | 0.03% | 160 | +1,292 | 8.94% | Q1 2026 | May 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 15,477 | 769 | 0.17% | 0.32% | 161 | -12,035 | -43.74% | Q1 2026 | May 11, 2026 |
| Stillwater Wealth Management Group | History | New | 15,290 | 765 | 0.47% | — | 163 | +15,290 | New | Q1 2026 | May 11, 2026 |
| Next Level Private LLC | History | Added to | 15,288 | 765 | 0.17% | 0.21% | 162 | +191 | 1.27% | Q1 2026 | Apr 23, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 14,887 | 744 | 0.21% | 0.1% | 164 | +7,568 | 103.4% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,829 | 742 | 0.04% | 0.04% | 165 | +200 | 1.37% | Q1 2026 | Apr 15, 2026 |
| Americana Partners, LLC | History | Reduced | 14,675 | 734 | 0.02% | 0.93% | 166 | -629,732 | -97.72% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | Added to | 14,410 | 721 | 0.49% | 0.38% | 167 | +3,438 | 31.33% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Reduced | 13,957 | 698 | 0.01% | 0.01% | 168 | -1,242 | -8.17% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 13,302 | 665 | 0.03% | 0.04% | 169 | -2,610 | -16.4% | Q1 2026 | Apr 27, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 13,152 | 658 | 0.03% | 0.03% | 170 | -94 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 13,071 | 654 | 0.43% | 0.48% | 171 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| URS Advisory LLC | History | Added to | 13,043 | 652 | 0.48% | 0.54% | 172 | +754 | 6.14% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 12,857 | 643 | 0.11% | 0.07% | 173 | +4,391 | 51.87% | Q1 2026 | Apr 16, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 12,708 | 635 | 0.48% | 0.47% | 174 | -30 | -0.24% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,682 | 634 | 0.01% | 0.01% | 175 | +1,268 | 11.11% | Q1 2026 | May 15, 2026 |
| TrustBank | History | Reduced | 12,635 | 632 | 0.25% | 0.36% | 176 | -3,845 | -23.33% | Q1 2026 | May 04, 2026 |
| LexAurum Advisors, LLC | History | New | 12,452 | 623 | 0.08% | — | 177 | +12,452 | New | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,411 | 621 | 0.01% | 0.0% | 178 | +6,731 | 118.5% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,119 | 606 | 0.02% | 0.01% | 180 | +3,653 | 43.15% | Q1 2026 | Apr 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 12,124 | 606 | 0.25% | 0.27% | 179 | -2,400 | -16.52% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 12,064 | 603 | 0.04% | — | 181 | +12,064 | New | Q1 2026 | Apr 28, 2026 |
| HERBST GROUP, LLC | History | Added to | 11,800 | 590 | 0.36% | 0.14% | 182 | +7,400 | 168.18% | Q1 2026 | Apr 09, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 11,787 | 589 | 0.39% | 0.3% | 183 | +3,273 | 38.44% | Q1 2026 | May 13, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 11,038 | 580 | 0.13% | — | 184 | +11,038 | New | Q1 2026 | Apr 15, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 11,571 | 579 | 0.08% | 0.08% | 185 | +700 | 6.44% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 11,429 | 571 | 0.0% | 0.0% | 186 | +5,083 | 80.1% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,256 | 563 | 0.02% | 0.03% | 187 | +378 | 3.47% | Q1 2026 | May 13, 2026 |
| PMG Family Office LLC | History | New | 11,095 | 555 | 0.62% | — | 188 | +11,095 | New | Q1 2026 | Apr 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 11,068 | 553 | 0.12% | 0.13% | 189 | +318 | 2.96% | Q1 2026 | Apr 02, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 10,832 | 542 | 0.46% | 0.58% | 190 | -4,073 | -27.33% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 10,653 | 533 | 0.06% | 0.06% | 191 | +1,526 | 16.72% | Q1 2026 | Apr 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,625 | 531 | 0.09% | 0.11% | 193 | -1,342 | -11.21% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 10,615 | 531 | 0.04% | 0.04% | 192 | +1,000 | 10.4% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,587 | 529 | 0.01% | 0.01% | 194 | +2,089 | 24.58% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | New | 10,318 | 516 | 0.01% | — | 195 | +10,318 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,788 | 513 | 0.05% | 0.01% | 196 | +7,125 | 267.56% | Q1 2026 | Apr 30, 2026 |
| Hixon Zuercher, LLC | History | New | 10,133 | 507 | 0.16% | — | 197 | +10,133 | New | Q1 2026 | Apr 20, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 500 | 0.11% | 0.12% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,889 | 494 | 0.23% | 0.21% | 199 | +841 | 9.29% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,830 | 491 | 0.02% | 0.04% | 200 | +3,787 | 62.67% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Added to | 9,707 | 485 | 0.23% | 0.2% | 201 | +2,149 | 28.43% | Q1 2026 | May 08, 2026 |
| Insight Wealth Strategies, LLC | History | New | 9,556 | 478 | 0.05% | — | 202 | +9,556 | New | Q1 2026 | Apr 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 8,931 | 446 | 0.0% | 0.0% | 203 | +262 | 3.02% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 8,787 | 439 | 0.0% | — | 205 | +8,787 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,784 | 439 | 0.0% | 0.0% | 204 | +647 | 7.95% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,582 | 429 | 0.05% | 0.05% | 206 | -500 | -5.51% | Q1 2026 | Apr 15, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 8,519 | 426 | 0.14% | 0.15% | 207 | -683 | -7.42% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,439 | 422 | 0.02% | 0.03% | 208 | -5,041 | -37.4% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 8,439 | 422 | 0.06% | 0.1% | 209 | -5,041 | -37.4% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,379 | 419 | 0.01% | 0.01% | 210 | +215 | 2.63% | Q1 2026 | Apr 29, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,306 | 415 | 0.17% | 0.15% | 211 | +1,296 | 18.49% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,153 | 407 | 0.02% | 0.01% | 212 | +2,914 | 55.62% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,121 | 406 | 0.1% | — | 214 | +8,121 | New | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 8,118 | 406 | 0.19% | 0.2% | 213 | +43 | 0.53% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,102 | 405 | 0.0% | — | 215 | +8,102 | New | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | New | 7,949 | 397 | 0.01% | — | 216 | +7,949 | New | Q1 2026 | May 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 7,923 | 396 | 0.12% | — | 217 | +7,923 | New | Q1 2026 | Apr 24, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 7,905 | 395 | 0.26% | 0.21% | 218 | +2,185 | 38.2% | Q1 2026 | Apr 23, 2026 |
| Collier Financial | History | Added to | 7,658 | 383 | 0.29% | 0.28% | 220 | +530 | 7.44% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 7,263 | 383 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 7,508 | 375 | 0.01% | 0.01% | 221 | +1,898 | 33.83% | Q1 2026 | May 04, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 7,466 | 373 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 7,441 | 372 | 0.2% | 0.23% | 223 | +300 | 4.2% | Q1 2026 | Apr 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 7,386 | 369 | 0.02% | 0.02% | 224 | +75 | 1.03% | Q1 2026 | Apr 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7,284 | 364 | 0.13% | 0.14% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,850 | 361 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 7,199 | 360 | 0.06% | 0.06% | 227 | +14 | 0.19% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 7,070 | 353 | 0.01% | 0.01% | 228 | +2,470 | 53.7% | Q1 2026 | Apr 29, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 7,000 | 350 | 0.07% | 0.13% | 229 | -5,980 | -46.07% | Q1 2026 | Jun 25, 2026 |
| Soundwatch Capital LLC | History | New | 6,861 | 343 | 0.04% | — | 230 | +6,861 | New | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | New | 6,850 | 342 | 0.01% | — | 231 | +6,850 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,783 | 339 | 0.02% | 0.01% | 232 | +4,613 | 212.58% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | New | 6,754 | 337 | 0.04% | — | 233 | +6,754 | New | Q1 2026 | May 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,730 | 336 | 0.04% | 0.03% | 234 | +700 | 11.61% | Q1 2026 | Apr 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,619 | 331 | 0.02% | 0.02% | 235 | +802 | 13.79% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,603 | 330 | 0.0% | 0.01% | 236 | -271 | -3.94% | Q1 2026 | May 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,611 | 330 | 0.19% | 0.21% | 237 | +100 | 1.54% | Q1 2026 | Apr 24, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 6,550 | 327 | 0.07% | — | 238 | +6,550 | New | Q1 2026 | Apr 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,713 | 326 | 0.02% | — | 239 | +6,713 | New | Q1 2026 | Apr 24, 2026 |
| Jupiter Wealth Management LLC | History | No change | 5,889 | 325 | 0.13% | 0.14% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | No change | 6,366 | 318 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,310 | 315 | 0.0% | — | 242 | +6,310 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,310 | 315 | 0.01% | — | 243 | +6,310 | New | Q1 2026 | Apr 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 6,270 | 313 | 0.02% | 0.02% | 244 | +1,938 | 44.74% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 6,251 | 312 | 0.02% | — | 246 | +6,251 | New | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 6,235 | 312 | 0.0% | — | 245 | +6,235 | New | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,213 | 310 | 0.03% | 0.03% | 247 | +219 | 3.65% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,079 | 304 | 0.0% | — | 248 | +6,079 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 5,894 | 294 | 0.02% | 0.01% | 249 | +94 | 1.62% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,755 | 287 | 0.04% | 0.05% | 250 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 5,680 | 284 | 0.11% | — | 252 | +5,680 | New | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 5,676 | 284 | 0.3% | 0.59% | 251 | -5,598 | -49.65% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 5,673 | 283 | 0.01% | — | 253 | +5,673 | New | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | New | 5,530 | 276 | 0.0% | — | 254 | +5,530 | New | Q1 2026 | Apr 14, 2026 |
| Betterment LLC | History | Added to | 5,500 | 275 | 0.0% | 0.0% | 255 | +331 | 6.4% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 5,484 | 274 | 0.02% | 0.01% | 256 | +725 | 15.23% | Q1 2026 | May 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 5,462 | 273 | 0.02% | — | 257 | +5,462 | New | Q1 2026 | Apr 16, 2026 |
| Core Wealth Partners LLC | History | Added to | 5,114 | 255 | 0.12% | 0.1% | 259 | +806 | 18.71% | Q1 2026 | May 08, 2026 |
| EdgeRock Capital LLC | History | Reduced | 5,115 | 255 | 0.07% | 0.07% | 258 | -63 | -1.22% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 5,060 | 253 | 0.0% | 0.0% | 260 | +945 | 22.96% | Q1 2026 | May 14, 2026 |
| Integrity Investment Advisors, LLC | History | New | 4,982 | 249 | 0.14% | — | 261 | +4,982 | New | Q1 2026 | Apr 29, 2026 |
| Disciplined Investors, L.L.C. | History | New | 4,839 | 242 | 0.14% | — | 262 | +4,839 | New | Q1 2026 | May 12, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 4,551 | 240 | 0.25% | 0.25% | 263 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 4,784 | 239 | 0.06% | 0.07% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Register Financial Advisors LLC | History | No change | 4,740 | 237 | 0.09% | 0.1% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,701 | 235 | 0.0% | 0.0% | 266 | +51 | 1.1% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | No change | 4,618 | 231 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,234 | 229 | 0.02% | 0.03% | 269 | -1,825 | -30.12% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,580 | 229 | 0.02% | 0.02% | 268 | -83 | -1.78% | Q1 2026 | Apr 14, 2026 |
| Procyon Advisors, LLC | History | New | 4,575 | 228 | 0.01% | — | 271 | +4,575 | New | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,576 | 228 | 0.01% | 0.01% | 270 | +451 | 10.93% | Q1 2026 | May 12, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 4,450 | 223 | 0.02% | — | 272 | +4,450 | New | Q1 2026 | Apr 28, 2026 |
| Kercheville Advisors, LLC | History | New | 4,420 | 221 | 0.07% | — | 274 | +4,420 | New | Q1 2026 | Apr 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 4,430 | 221 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,396 | 219 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 4,124 | 206 | 0.0% | 0.0% | 276 | +396 | 10.62% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,000 | 206 | 0.02% | 0.03% | 277 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 4,076 | 203 | 0.02% | — | 278 | +4,076 | New | Q1 2026 | May 01, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 4,050 | 202 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 4,028 | 201 | 0.1% | 0.27% | 281 | -6,770 | -62.7% | Q1 2026 | Apr 15, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 4,010 | 201 | 0.08% | 0.13% | 280 | -2,209 | -35.52% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,003 | 200 | 0.0% | — | 282 | +4,003 | New | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,789 | 189 | 0.07% | 0.06% | 283 | +650 | 20.71% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,555 | 177 | 0.0% | 0.01% | 284 | -5,790 | -61.96% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 3,525 | 176 | 0.0% | — | 285 | +3,525 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,387 | 169 | 0.02% | 0.0% | 286 | +2,807 | 483.97% | Q1 2026 | Apr 24, 2026 |
| GGM Financial LLC | History | Added to | 3,089 | 154 | 0.07% | 0.08% | 287 | +24 | 0.78% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 3,000 | 150 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,859 | 143 | 0.0% | 0.0% | 289 | +554 | 24.03% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 2,521 | 133 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,251 | 113 | 0.0% | 0.0% | 291 | -225 | -9.09% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,229 | 111 | 0.01% | 0.0% | 292 | +2,001 | 877.63% | Q1 2026 | May 01, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,923 | 96 | 0.09% | — | 293 | +1,923 | New | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,350 | 67 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | Reduced | 1,200 | 61 | 0.01% | 0.09% | 295 | -8,400 | -87.5% | Q1 2026 | Apr 15, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,098 | 54 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 779 | 38 | 0.03% | 0.02% | 298 | +379 | 94.75% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 719 | 35 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 665 | 33 | 0.0% | 0.0% | 300 | +14 | 2.15% | Q1 2026 | May 06, 2026 |