Goldman Sachs ETF Trust - GSLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 28,093,920 | 3,515,392 | 0.66% | 0.68% | 1 | +75,197 | 0.27% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,085,798 | 886,645 | 0.55% | 0.59% | 2 | +8,039 | 0.11% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 5,769,076 | 721,884 | 1.37% | 1.51% | 3 | -236,640 | -3.94% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 5,573,441 | 697,404 | 0.04% | 0.04% | 4 | -4,518 | -0.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,257,467 | 407,606 | 0.11% | 0.11% | 5 | +93,623 | 2.96% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,103,919 | 388,393 | 7.86% | 14.19% | 6 | -2,220,533 | -41.7% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,813,028 | 351,994 | 0.03% | 0.03% | 7 | -162,378 | -5.46% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,678,720 | 335,188 | 0.09% | 0.1% | 8 | +239,812 | 9.83% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,988,702 | 248,846 | 3.85% | 4.09% | 9 | +115,664 | 6.18% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,975,417 | 247,183 | 7.25% | 6.87% | 10 | +234,073 | 13.44% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,771,789 | 221,703 | 0.03% | 0.04% | 11 | -737,176 | -29.38% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,248,350 | 156,206 | 1.01% | 1.04% | 12 | +37,093 | 3.06% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,181,619 | 147,856 | 0.05% | 0.05% | 13 | +30,733 | 2.67% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Reduced | 1,154,700 | 144,487 | 2.27% | 2.37% | 14 | -5,828 | -0.5% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,012,508 | 126,695 | 0.13% | 0.15% | 15 | +10,074 | 1.0% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Added to | 852,009 | 106,611 | 7.22% | 7.36% | 16 | +22,874 | 2.76% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 847,450 | 106,041 | 11.89% | 11.34% | 17 | +16,887 | 2.03% | Q1 2026 | Apr 15, 2026 |
| High Probability Advisors, LLC | History | Reduced | 788,473 | 98,661 | 12.63% | 14.31% | 18 | -22,440 | -2.77% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 715,231 | 89,497 | 0.02% | 0.01% | 19 | +47,539 | 7.12% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 646,369 | 80,880 | 17.21% | 18.25% | 20 | +4,307 | 0.67% | Q1 2026 | May 04, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 645,766 | 80,798 | 10.87% | 10.89% | 21 | -6,685 | -1.02% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 639,363 | 80,003 | 0.78% | 0.84% | 22 | -11,262 | -1.73% | Q1 2026 | May 08, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 597,997 | 74,827 | 8.31% | 10.18% | 23 | -77,308 | -11.45% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 580,375 | 72,622 | 0.01% | 0.01% | 24 | +1,899 | 0.33% | Q1 2026 | May 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 563,097 | 70,460 | 2.37% | 2.43% | 25 | +31,044 | 5.83% | Q1 2026 | May 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 548,228 | 68,599 | 18.23% | 18.96% | 26 | +7,652 | 1.42% | Q1 2026 | Apr 16, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 477,721 | 59,777 | 22.93% | 24.14% | 27 | +5,077 | 1.07% | Q1 2026 | Apr 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 459,085 | 57,445 | 2.31% | 2.33% | 28 | -8,256 | -1.77% | Q1 2026 | May 04, 2026 |
| Leo Wealth, LLC | History | Reduced | 442,595 | 55,381 | 4.02% | 4.41% | 29 | -16,587 | -3.61% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 429,022 | 53,683 | 0.46% | 0.42% | 30 | -5,729 | -1.32% | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 420,407 | 52,605 | 3.67% | 3.69% | 31 | -2,680 | -0.63% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 418,469 | 52,363 | 0.07% | 0.08% | 32 | -16,120 | -3.71% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 415,335 | 51,973 | 0.06% | 0.06% | 33 | +1,822 | 0.44% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 392,042 | 47,684 | 0.0% | 0.0% | 34 | +29,977 | 8.28% | Q1 2026 | May 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 376,239 | 47,078 | 12.31% | 13.2% | 35 | -2,712 | -0.72% | Q1 2026 | May 01, 2026 |
| LexAurum Advisors, LLC | History | New | 371,461 | 46,480 | 6.03% | — | 36 | +371,461 | New | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Added to | 369,331 | 46,214 | 0.85% | 0.74% | 37 | +71,844 | 24.15% | Q1 2026 | Apr 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 360,535 | 45,164 | 5.98% | 6.31% | 38 | +4,173 | 1.17% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 344,254 | 43,076 | 0.22% | 0.25% | 39 | -2,767 | -0.8% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 343,984 | 43,042 | 0.07% | 0.07% | 40 | -392 | -0.11% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 325,461 | 40,724 | 4.55% | 5.03% | 41 | -2,404 | -0.73% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 324,786 | 40,640 | 1.28% | 1.37% | 42 | +2,144 | 0.66% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 287,997 | 36,037 | 0.09% | 0.1% | 43 | -34,217 | -10.62% | Q1 2026 | Apr 22, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 284,450 | 35,593 | 2.52% | 6.29% | 44 | -55,979 | -16.44% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 280,056 | 35,043 | 1.12% | 0.63% | 45 | +5,867 | 2.14% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 278,631 | 34,865 | 0.51% | 0.52% | 46 | +23,376 | 9.16% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 273,151 | 34,490 | 0.07% | 0.09% | 47 | -227,173 | -45.41% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 270,488 | 33,846 | 0.02% | 0.02% | 48 | +1,147 | 0.43% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 257,234 | 31,880 | 0.05% | 0.05% | 49 | -8,073 | -3.04% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 227,567 | 28,472 | 0.05% | 0.06% | 50 | +2,370 | 1.05% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 219,388 | 27,472 | 0.04% | 0.05% | 51 | -26,397 | -10.74% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 219,236 | 27,433 | 6.18% | 5.32% | 52 | +35,689 | 19.44% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 214,951 | 26,896 | 2.55% | 2.81% | 53 | -8,063 | -3.62% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 208,185 | 26,050 | 0.14% | 0.16% | 54 | -9,774 | -4.48% | Q1 2026 | May 05, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 206,054 | 25,783 | 3.7% | 4.03% | 55 | -7,363 | -3.45% | Q1 2026 | Apr 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 204,132 | 25,543 | 1.64% | 1.73% | 56 | +44 | 0.02% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 200,240 | 24,990 | 0.12% | 0.14% | 57 | +7 | 0.0% | Q1 2026 | May 15, 2026 |
| GFG Capital, LLC | History | Added to | 187,212 | 23,425 | 7.48% | 8.04% | 58 | +16,777 | 9.84% | Q1 2026 | Apr 21, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 185,931 | 23,265 | 12.08% | 12.77% | 59 | -619 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 182,987 | 22,897 | 0.13% | 0.07% | 60 | +42,287 | 30.05% | Q1 2026 | Apr 29, 2026 |
| Targeted Financial Services LLC | History | Reduced | 182,163 | 22,794 | 18.7% | 21.1% | 61 | -2,827 | -1.53% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 181,371 | 22,695 | 0.84% | 0.9% | 62 | +1,919 | 1.07% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 181,323 | 22,688 | 0.13% | 0.13% | 63 | +13,014 | 7.73% | Q1 2026 | May 15, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 173,463 | 21,705 | 10.48% | 10.09% | 64 | +3,996 | 2.36% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 161,652 | 20,227 | 0.09% | 0.1% | 65 | +4,644 | 2.96% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 157,795 | 19,744 | 0.61% | 0.77% | 66 | -18,836 | -10.66% | Q1 2026 | May 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 149,531 | 18,710 | 2.55% | 2.68% | 67 | +5,458 | 3.79% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 148,380 | 18,566 | 0.02% | 0.02% | 68 | +1,046 | 0.71% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 144,074 | 18,027 | 1.9% | 1.92% | 69 | +3,141 | 2.23% | Q1 2026 | Apr 20, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 139,567 | 17,464 | 5.48% | 5.71% | 70 | +506 | 0.36% | Q1 2026 | Apr 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 138,707 | 17,356 | 0.63% | 0.65% | 71 | +5,867 | 4.42% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 138,126 | 17,283 | 0.03% | 0.03% | 72 | -2,049 | -1.46% | Q1 2026 | May 15, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 137,671 | 17,226 | 8.01% | 8.78% | 73 | -2,731 | -1.95% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 136,923 | 17,133 | 0.07% | 0.08% | 74 | -10,224 | -6.95% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 131,423 | 16,444 | 0.02% | 0.02% | 75 | +8,367 | 6.8% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 131,175 | 16,413 | 1.61% | 1.63% | 76 | -4,233 | -3.13% | Q1 2026 | May 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 127,949 | 16,010 | 0.54% | 0.57% | 77 | +5,508 | 4.5% | Q1 2026 | Apr 07, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 127,811 | 15,993 | 2.31% | 2.61% | 78 | -14,493 | -10.18% | Q1 2026 | May 04, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 119,824 | 14,993 | 10.4% | 10.62% | 79 | +1,311 | 1.11% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 116,135 | 14,531 | 0.34% | 0.36% | 80 | -6,934 | -5.63% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 113,456 | 14,196 | 2.41% | 2.53% | 81 | +920 | 0.82% | Q1 2026 | Apr 28, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 106,852 | 13,370 | 1.06% | 1.07% | 82 | -1,486 | -1.37% | Q1 2026 | Apr 17, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 106,396 | 13,313 | 4.9% | 5.7% | 83 | -14,842 | -12.24% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 104,760 | 13,108 | 0.0% | 0.0% | 84 | +6,381 | 6.49% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 103,060 | 12,895 | 1.12% | 1.16% | 85 | +1,279 | 1.26% | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 102,663 | 12,846 | 1.04% | 1.06% | 86 | +4,542 | 4.63% | Q1 2026 | Apr 16, 2026 |
| Family Manage LLC | History | Added to | 99,052 | 12,394 | 1.49% | 1.62% | 87 | +2,385 | 2.47% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 97,705 | 12,225 | 0.58% | 0.6% | 88 | +798 | 0.82% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 91,970 | 12,174 | 0.94% | 0.94% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hixon Zuercher, LLC | History | Added to | 94,684 | 11,847 | 3.69% | 3.73% | 90 | +1,743 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 93,406 | 11,688 | 1.33% | 1.4% | 91 | -190 | -0.2% | Q1 2026 | Apr 16, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 93,223 | 11,665 | 6.16% | 9.52% | 92 | -41,850 | -30.98% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 91,316 | 11,426 | 0.02% | 0.02% | 93 | +6,208 | 7.29% | Q1 2026 | May 14, 2026 |
| Randall & Associates Wealth Management | History | Added to | 86,224 | 10,789 | 7.27% | 7.46% | 94 | +4,927 | 6.06% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 79,611 | 10,538 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 84,064 | 10,518 | 0.01% | 0.01% | 96 | +4,657 | 5.86% | Q1 2026 | May 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 82,128 | 10,276 | 7.88% | 8.16% | 97 | +641 | 0.79% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 81,641 | 10,215 | 0.59% | 0.76% | 98 | -13,793 | -14.45% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 72,429 | 10,214 | 3.55% | 3.79% | 99 | -4,716 | -6.11% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 80,783 | 10,108 | 0.01% | 0.01% | 100 | -1,516 | -1.84% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,700 | 9,722 | 0.02% | 0.0% | 101 | +72,586 | 1419.36% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 76,762 | 9,605 | 1.26% | 1.32% | 102 | +646 | 0.85% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,685 | 9,601 | 0.0% | 0.01% | 103 | +3,744 | 5.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 75,316 | 9,424 | 0.12% | 0.13% | 104 | -2,253 | -2.9% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 74,631 | 9,339 | 0.3% | — | 105 | +74,631 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 71,989 | 9,008 | 0.04% | 0.05% | 106 | -330 | -0.46% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Added to | 68,586 | 8,582 | 0.97% | 0.96% | 107 | +5,638 | 8.96% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 65,857 | 8,240 | 0.01% | 0.01% | 108 | -79 | -0.12% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 62,406 | 7,809 | 0.02% | 0.02% | 109 | -1,510 | -2.36% | Q1 2026 | Apr 30, 2026 |
| Ducere Wealth Management LLC | History | Added to | 90,308 | 7,676 | 3.05% | 0.96% | 110 | +71,518 | 380.62% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 61,275 | 7,667 | 0.28% | 0.39% | 111 | -18,602 | -23.29% | Q1 2026 | Apr 20, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 60,000 | 7,507 | 4.47% | 4.91% | 112 | -2,154 | -3.47% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 59,590 | 7,456 | 0.01% | 0.01% | 113 | +4,747 | 8.66% | Q1 2026 | May 15, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 55,883 | 6,992 | 4.04% | 4.49% | 114 | -2,142 | -3.69% | Q1 2026 | Apr 17, 2026 |
| CFO4Life Group, LLC | History | Reduced | 55,683 | 6,967 | 1.06% | 1.07% | 115 | -1,153 | -2.03% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Reduced | 52,883 | 6,617 | 3.03% | 3.27% | 116 | -1,130 | -2.09% | Q1 2026 | Apr 09, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 51,908 | 6,495 | 2.46% | 2.32% | 117 | +3,778 | 7.85% | Q1 2026 | May 11, 2026 |
| Arvest Bank Trust Division | History | Added to | 51,428 | 6,435 | 0.35% | 0.36% | 118 | +842 | 1.66% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 50,688 | 6,342 | 0.67% | 0.77% | 119 | -150 | -0.3% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | Added to | 50,598 | 6,331 | 0.71% | 0.74% | 120 | +74 | 0.15% | Q1 2026 | May 04, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 50,144 | 6,274 | 4.64% | 4.74% | 121 | +1,631 | 3.36% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 49,307 | 6,170 | 0.06% | 0.07% | 122 | -73 | -0.15% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 48,697 | 6,093 | 0.04% | 0.05% | 123 | -3,435 | -6.59% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,442 | 6,061 | 0.05% | 0.05% | 124 | +17,280 | 55.45% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 48,119 | 6,021 | 0.05% | 0.05% | 125 | +201 | 0.42% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 48,107 | 6,019 | 0.14% | 0.14% | 126 | +3,861 | 8.73% | Q1 2026 | May 11, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 47,690 | 5,967 | 1.47% | 1.79% | 127 | -8,911 | -15.74% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 45,768 | 5,726 | 0.13% | 0.14% | 128 | -343 | -0.74% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 45,608 | 5,706 | 0.02% | 0.01% | 129 | +2,961 | 6.94% | Q1 2026 | May 04, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 45,306 | 5,669 | 2.85% | 3.1% | 130 | -2,742 | -5.71% | Q1 2026 | May 11, 2026 |
| FCA CORP /TX | History | Added to | 43,867 | 5,489 | 1.55% | 1.6% | 131 | +916 | 2.13% | Q1 2026 | May 14, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 42,477 | 5,315 | 1.8% | 3.05% | 132 | -27,148 | -38.99% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,007 | 5,256 | 0.02% | 0.02% | 133 | +7,064 | 20.22% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Reduced | 41,616 | 5,207 | 0.25% | 0.46% | 134 | -29,438 | -41.43% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 41,321 | 5,170 | 0.02% | 0.05% | 135 | -97,207 | -70.17% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 39,441 | 4,935 | 0.35% | 0.32% | 136 | +26,604 | 207.24% | Q1 2026 | May 18, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 39,205 | 4,905 | 0.31% | 0.32% | 137 | +1,898 | 5.09% | Q1 2026 | Apr 27, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 38,799 | 4,854 | 3.13% | 3.69% | 138 | -4,895 | -11.2% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 38,688 | 4,840 | 0.08% | 0.13% | 139 | -13,566 | -25.96% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 35,246 | 4,662 | 0.03% | 0.03% | 140 | +2,008 | 6.04% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 36,835 | 4,609 | 0.13% | 0.14% | 141 | +2,036 | 5.85% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,473 | 4,563 | 0.24% | 0.25% | 142 | +51 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 36,455 | 4,561 | 0.61% | 0.69% | 143 | -1,783 | -4.66% | Q1 2026 | Apr 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 35,362 | 4,424 | 0.27% | 0.32% | 144 | -561 | -1.56% | Q1 2026 | Apr 28, 2026 |
| McAdam, LLC | History | Added to | 35,244 | 4,410 | 0.2% | 0.21% | 145 | +427 | 1.23% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 33,230 | 4,398 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 35,121 | 4,394 | 0.2% | 0.23% | 147 | +3,008 | 9.37% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,663 | 4,337 | 0.07% | 0.09% | 148 | +1,970 | 6.03% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,538 | 4,196 | 0.01% | 0.0% | 149 | +18,382 | 121.29% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 31,320 | 3,919 | 2.55% | 2.5% | 150 | +1,752 | 5.93% | Q1 2026 | May 06, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 30,941 | 3,871 | 0.71% | 0.76% | 151 | -1,075 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 29,388 | 3,677 | 0.0% | 0.0% | 152 | +4,780 | 19.42% | Q1 2026 | May 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 29,199 | 3,653 | 1.15% | 1.32% | 153 | -2,825 | -8.82% | Q1 2026 | Apr 16, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 28,695 | 3,590 | 0.29% | 0.32% | 154 | +51 | 0.18% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,653 | 3,585 | 0.01% | 0.01% | 155 | +103 | 0.36% | Q1 2026 | May 05, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 28,533 | 3,570 | 0.61% | 0.65% | 156 | +610 | 2.18% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 28,063 | 3,511 | 0.97% | 1.06% | 157 | +2,759 | 10.9% | Q1 2026 | Apr 09, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 27,808 | 3,479 | 2.01% | 2.14% | 158 | +646 | 2.38% | Q1 2026 | May 13, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 27,591 | 3,452 | 2.67% | 3.0% | 159 | -2,590 | -8.58% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,561 | 3,448 | 0.0% | 0.0% | 160 | +17,855 | 183.96% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 27,170 | 3,399 | 0.32% | 0.35% | 161 | -602 | -2.17% | Q1 2026 | Apr 23, 2026 |
| Advisors Capital Management, LLC | History | Added to | 27,009 | 3,379 | 0.04% | 0.04% | 162 | +945 | 3.63% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,701 | 3,341 | 0.05% | 0.06% | 163 | +70 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Emerald Advisors, LLC | History | Reduced | 26,206 | 3,279 | 0.41% | 0.73% | 164 | -14,477 | -35.58% | Q1 2026 | Apr 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 24,038 | 3,007 | 0.04% | 0.05% | 165 | -1,378 | -5.42% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 23,934 | 2,994 | 0.03% | 0.04% | 166 | +385 | 1.63% | Q1 2026 | May 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 23,733 | 2,969 | 1.17% | 1.12% | 168 | +2,890 | 13.87% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,729 | 2,969 | 0.02% | 0.02% | 167 | +590 | 2.55% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,614 | 2,955 | 0.01% | 0.01% | 169 | +191 | 0.82% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 23,467 | 2,936 | 0.09% | 0.14% | 170 | -4,596 | -16.38% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 23,108 | 2,891 | 0.2% | 0.21% | 171 | -100 | -0.43% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | No change | 22,665 | 2,836 | 0.63% | 0.67% | 172 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 22,286 | 2,788 | 2.33% | 2.48% | 173 | +13 | 0.06% | Q1 2026 | May 08, 2026 |
| Mason & Associates Inc | History | Added to | 22,854 | 2,779 | 0.54% | 0.56% | 174 | +362 | 1.61% | Q1 2026 | Apr 30, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 22,144 | 2,770 | 0.87% | 0.98% | 175 | +477 | 2.2% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 21,866 | 2,736 | 0.06% | 0.06% | 176 | +450 | 2.1% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,103 | 2,661 | 0.03% | 0.01% | 177 | +12,216 | 137.46% | Q1 2026 | Apr 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 21,252 | 2,659 | 0.76% | 1.1% | 178 | -7,788 | -26.82% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 20,957 | 2,622 | 0.0% | 0.0% | 179 | -1,059 | -4.81% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 19,296 | 2,591 | 0.16% | 0.11% | 180 | +7,018 | 57.16% | Q1 2026 | Apr 20, 2026 |
| Everest Management Corp. | History | No change | 20,422 | 2,555 | 1.29% | 1.51% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 19,835 | 2,481 | 0.05% | 0.06% | 182 | +75 | 0.38% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 19,680 | 2,462 | 0.19% | 0.21% | 183 | -667 | -3.28% | Q1 2026 | May 07, 2026 |
| CVFG LLC | History | New | 18,713 | 2,341 | 0.29% | — | 184 | +18,713 | New | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,394 | 2,301 | 0.01% | 0.01% | 185 | +2,828 | 18.17% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,388 | 2,301 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Advisors, LLC | History | Added to | 18,077 | 2,261 | 0.27% | 0.26% | 187 | +97 | 0.54% | Q1 2026 | May 05, 2026 |
| Sierra Capital LLC | History | Reduced | 18,016 | 2,254 | 0.25% | 0.25% | 188 | -8 | -0.04% | Q1 2026 | May 15, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 17,950 | 2,246 | 0.71% | 0.74% | 189 | -340 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 17,817 | 2,229 | 1.57% | 1.84% | 190 | -1,261 | -6.61% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,608 | 2,203 | 0.04% | 0.04% | 191 | +4,448 | 33.8% | Q1 2026 | May 14, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 17,609 | 2,203 | 1.48% | 1.64% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 17,600 | 2,202 | 0.88% | 0.9% | 193 | +964 | 5.79% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | New | 17,488 | 2,188 | 0.01% | — | 194 | +17,488 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,339 | 2,169 | 0.0% | 0.0% | 195 | -2,927 | -14.44% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 17,275 | 2,161 | 0.0% | 0.0% | 196 | +1,259 | 7.86% | Q1 2026 | May 13, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 17,078 | 2,136 | 0.85% | 0.86% | 197 | -472 | -2.69% | Q1 2026 | Apr 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,672 | 2,086 | 0.55% | 0.49% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,407 | 2,053 | 0.0% | 0.0% | 199 | -6,928 | -29.69% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 15,596 | 2,037 | 0.11% | 0.12% | 200 | +329 | 2.15% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Management, LLC | History | New | 15,923 | 1,992 | 0.84% | — | 202 | +15,923 | New | Q1 2026 | Apr 08, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 15,921 | 1,992 | 0.14% | 0.15% | 201 | -241 | -1.49% | Q1 2026 | Apr 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 15,909 | 1,990 | 0.02% | 0.02% | 203 | +1,939 | 13.88% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,625 | 1,955 | 0.02% | 0.03% | 204 | -390 | -2.44% | Q1 2026 | Apr 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 15,437 | 1,931 | 0.03% | 0.02% | 205 | +6,464 | 72.04% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 15,220 | 1,904 | 0.05% | — | 206 | +15,220 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,047 | 1,883 | 0.03% | 0.04% | 207 | +13 | 0.09% | Q1 2026 | May 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 15,035 | 1,881 | 0.47% | 0.48% | 208 | -145 | -0.96% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 13,306 | 1,809 | 0.03% | — | 209 | +13,306 | New | Q1 2026 | May 01, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 14,365 | 1,797 | 0.59% | 0.57% | 210 | -1,733 | -10.77% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,047 | 1,727 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 13,801 | 1,726 | 0.0% | 0.0% | 212 | +864 | 6.68% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 13,521 | 1,705 | 0.13% | 0.13% | 213 | -146 | -1.07% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 13,552 | 1,695 | 0.01% | 0.02% | 214 | -10,621 | -43.94% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,477 | 1,686 | 0.02% | 0.02% | 215 | +1,183 | 9.62% | Q1 2026 | Apr 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 13,405 | 1,677 | 0.17% | 0.02% | 216 | +12,490 | 1365.03% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 13,401 | 1,676 | 0.28% | 0.31% | 217 | -249 | -1.82% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | New | 13,244 | 1,657 | 0.03% | — | 218 | +13,244 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,159 | 1,646 | 0.0% | 0.0% | 219 | +4,181 | 46.57% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 13,143 | 1,644 | 0.11% | 0.12% | 220 | -482 | -3.54% | Q1 2026 | Apr 10, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 12,916 | 1,616 | 0.1% | 0.12% | 221 | -685 | -5.04% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 12,815 | 1,603 | 0.03% | 0.03% | 222 | +162 | 1.28% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 12,631 | 1,580 | 0.02% | 0.01% | 223 | +8,666 | 218.56% | Q1 2026 | May 15, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 12,380 | 1,549 | 1.31% | 1.4% | 224 | -200 | -1.59% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 12,310 | 1,540 | 0.0% | 0.0% | 225 | +1,777 | 16.87% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,152 | 1,520 | 0.05% | 0.08% | 226 | -5,184 | -29.9% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,145 | 1,519 | 0.0% | 0.0% | 227 | -2,760 | -18.52% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,902 | 1,489 | 0.01% | 0.02% | 228 | -1,281 | -9.72% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,752 | 1,470 | 0.02% | 0.01% | 229 | +6,430 | 120.82% | Q1 2026 | Apr 20, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,742 | 1,469 | 0.32% | 0.41% | 230 | -2,200 | -15.78% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,761 | 1,466 | 0.1% | 0.11% | 231 | -685 | -5.98% | Q1 2026 | Apr 29, 2026 |
| VICUS CAPITAL | History | Added to | 11,448 | 1,432 | 0.11% | 0.11% | 232 | +98 | 0.86% | Q1 2026 | Apr 22, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 11,382 | 1,424 | 0.14% | 0.13% | 233 | +276 | 2.49% | Q1 2026 | Apr 27, 2026 |
| Edge Financial Advisors LLC | History | No change | 10,766 | 1,423 | 0.6% | 0.6% | 234 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,976 | 1,373 | 0.08% | 0.07% | 235 | +59 | 0.54% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 10,948 | 1,369 | 0.04% | 0.04% | 236 | -793 | -6.75% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,884 | 1,361 | 0.06% | — | 237 | +10,884 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 10,874 | 1,360 | 0.02% | 0.02% | 238 | +275 | 2.59% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,795 | 1,350 | 0.0% | 0.0% | 239 | -1,500 | -12.2% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,742 | 1,344 | 0.02% | 0.02% | 240 | -102 | -0.94% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 10,687 | 1,337 | 0.19% | 0.2% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 3,491 | 1,299 | 0.57% | 7.59% | 242 | -114,829 | -97.05% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,375 | 1,298 | 0.0% | 0.0% | 243 | -467 | -4.31% | Q1 2026 | May 08, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,228 | 1,279 | 0.2% | 0.22% | 244 | -40 | -0.39% | Q1 2026 | May 07, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 10,140 | 1,268 | 0.47% | 0.54% | 245 | -1,214 | -10.69% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 10,007 | 1,252 | 0.07% | 0.08% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Apex Wealth Management, LLC | History | Added to | 9,850 | 1,232 | 0.85% | 1.34% | 247 | +21 | 0.21% | Q1 2026 | Apr 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 9,704 | 1,214 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,580 | 1,198 | 0.01% | 0.01% | 249 | +3,783 | 65.26% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 9,487 | 1,187 | 0.82% | 0.85% | 250 | +106 | 1.13% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,913 | 1,179 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,246 | 1,165 | 0.02% | 0.02% | 252 | -1,093 | -10.57% | Q1 2026 | May 14, 2026 |
| American Trust | History | Reduced | 9,302 | 1,163 | 0.1% | 0.11% | 253 | -313 | -3.26% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 9,172 | 1,147 | 0.01% | — | 254 | +9,172 | New | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 9,007 | 1,127 | 0.0% | — | 255 | +9,007 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 8,332 | 1,102 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 8,672 | 1,085 | 0.56% | 0.54% | 257 | +822 | 10.47% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,666 | 1,084 | 0.01% | 0.02% | 258 | -2,020 | -18.9% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,611 | 1,077 | 0.02% | 0.03% | 259 | -3 | -0.03% | Q1 2026 | Apr 13, 2026 |
| MB Generational Wealth, LLC | History | No change | 8,423 | 1,053 | 0.58% | 0.59% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 8,409 | 1,052 | 0.11% | 0.14% | 261 | -986 | -10.49% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 8,402 | 1,051 | 0.01% | 0.01% | 262 | -13 | -0.15% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | No change | 8,350 | 1,044 | 0.17% | 0.18% | 263 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 8,158 | 1,020 | 0.04% | 0.05% | 264 | -587 | -6.71% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,961 | 996 | 0.22% | 0.2% | 266 | +1,330 | 20.06% | Q1 2026 | Apr 27, 2026 |
| First American Bank | History | No change | 7,960 | 996 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,940 | 993 | 0.06% | 0.04% | 267 | +3,332 | 72.31% | Q1 2026 | Apr 29, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 7,777 | 973 | 0.09% | 0.1% | 268 | -320 | -3.95% | Q1 2026 | Apr 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,602 | 951 | 0.08% | 0.08% | 269 | +198 | 2.67% | Q1 2026 | Apr 22, 2026 |
| Williams & Novak, LLC | History | Reduced | 7,537 | 950 | 0.71% | 0.93% | 270 | -1,819 | -19.44% | Q1 2026 | Apr 20, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 7,272 | 909 | 0.18% | 0.2% | 271 | -197 | -2.64% | Q1 2026 | May 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,075 | 885 | 0.2% | 0.21% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,922 | 866 | 0.03% | 0.03% | 273 | -329 | -4.54% | Q1 2026 | Apr 21, 2026 |
| POTENTIA WEALTH | History | No change | 6,913 | 865 | 0.33% | 0.34% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,495 | 859 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,861 | 858 | 0.0% | 0.0% | 276 | +174 | 2.6% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,840 | 855 | 0.08% | 0.09% | 277 | -533 | -7.23% | Q1 2026 | Apr 30, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 6,819 | 853 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | No change | 6,797 | 850 | 0.08% | 0.09% | 279 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 6,792 | 849 | 0.39% | 0.42% | 280 | +16 | 0.24% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | Added to | 6,704 | 838 | 0.08% | 0.08% | 281 | +15 | 0.22% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,664 | 833 | 0.0% | 0.0% | 282 | +417 | 6.68% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,506 | 814 | 0.01% | 0.01% | 283 | -69 | -1.05% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,453 | 807 | 0.03% | 0.04% | 284 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 6,441 | 805 | 0.04% | 0.01% | 285 | +4,321 | 203.82% | Q1 2026 | Apr 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 6,433 | 804 | 0.06% | 0.06% | 286 | -318 | -4.71% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,338 | 793 | 0.01% | 0.02% | 287 | -266 | -4.03% | Q1 2026 | Apr 10, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,270 | 784 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,179 | 773 | 0.07% | 0.08% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 6,118 | 765 | 0.27% | 0.17% | 290 | +2,587 | 73.27% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,776 | 764 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 6,074 | 760 | 0.54% | 0.73% | 292 | -2,264 | -27.15% | Q1 2026 | Apr 24, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 5,805 | 726 | 0.3% | 0.26% | 293 | +1,395 | 31.63% | Q1 2026 | May 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,755 | 720 | 0.0% | — | 294 | +5,755 | New | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 5,749 | 719 | 0.19% | 0.19% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,684 | 711 | 0.02% | 0.02% | 296 | -130 | -2.24% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,669 | 709 | 0.0% | 0.0% | 297 | +5,264 | 1299.75% | Q1 2026 | May 13, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 5,639 | 705 | 0.54% | 0.55% | 298 | +2 | 0.04% | Q1 2026 | May 08, 2026 |
| Apollon Financial, LLC | History | Added to | 5,567 | 696 | 0.1% | 0.11% | 299 | +6 | 0.11% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,555 | 695 | 0.02% | 0.02% | 300 | -185 | -3.22% | Q1 2026 | Apr 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,486 | 686 | 0.23% | 0.25% | 301 | +76 | 1.4% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | No change | 5,457 | 682 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | No change | 5,343 | 668 | 0.22% | 0.23% | 303 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 5,298 | 662 | 0.15% | 0.15% | 304 | -39 | -0.73% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,276 | 660 | 0.04% | 0.03% | 305 | +1,681 | 46.76% | Q1 2026 | Apr 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 5,184 | 648 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,099 | 638 | 0.05% | 0.05% | 307 | +146 | 2.95% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,099 | 638 | 0.03% | 0.03% | 308 | -16 | -0.31% | Q1 2026 | Apr 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,000 | 625 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,954 | 619 | 0.0% | 0.0% | 310 | +1,032 | 26.31% | Q1 2026 | May 08, 2026 |
| Tepp RIA, LLC | History | Added to | 4,948 | 619 | 0.48% | 0.65% | 311 | +7 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,914 | 614 | 0.02% | 0.02% | 312 | +18 | 0.37% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 4,830 | 604 | 0.01% | 0.01% | 313 | +16 | 0.33% | Q1 2026 | May 05, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 4,796 | 600 | 0.09% | 0.03% | 314 | +3,132 | 188.22% | Q1 2026 | May 14, 2026 |
| SFE Investment Counsel | History | Reduced | 4,784 | 598 | 0.09% | 0.1% | 315 | -233 | -4.64% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,777 | 597 | 0.0% | 0.0% | 316 | -12 | -0.25% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | No change | 4,696 | 587 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COFG Advisors, LLC | History | Added to | 4,669 | 584 | 0.14% | 0.15% | 318 | +13 | 0.28% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 4,608 | 576 | 0.2% | 0.2% | 319 | -67 | -1.43% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,541 | 568 | 0.0% | 0.0% | 320 | +12 | 0.26% | Q1 2026 | May 14, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,486 | 561 | 0.3% | 0.34% | 321 | -205 | -4.37% | Q1 2026 | Apr 24, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 4,448 | 556 | 0.1% | 0.08% | 322 | +671 | 17.77% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,438 | 555 | 0.02% | 0.02% | 323 | +375 | 9.23% | Q1 2026 | May 19, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,435 | 554 | 0.07% | 0.11% | 324 | -1,775 | -28.58% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | No change | 4,365 | 546 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,350 | 544 | 0.01% | 0.01% | 326 | +2 | 0.05% | Q1 2026 | May 12, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,327 | 541 | 0.19% | 0.2% | 327 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HORAN Wealth, LLC | History | No change | 4,330 | 541 | 0.05% | 0.09% | 328 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,315 | 539 | 0.0% | 0.0% | 329 | +553 | 14.7% | Q1 2026 | May 08, 2026 |
| Private Wealth Partners, LLC | History | No change | 4,280 | 535 | 0.04% | 0.04% | 330 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 4,273 | 534 | 0.0% | 0.0% | 331 | -140 | -3.17% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | No change | 4,268 | 534 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 4,237 | 530 | 1.65% | 1.69% | 333 | +11 | 0.26% | Q1 2026 | May 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,209 | 526 | 0.05% | 0.06% | 334 | -126 | -2.91% | Q1 2026 | May 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 4,193 | 524 | 0.1% | 0.11% | 335 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 4,077 | 510 | 0.04% | 0.06% | 336 | -1,200 | -22.74% | Q1 2026 | Apr 07, 2026 |
| Composition Wealth, LLC | History | New | 4,053 | 507 | 0.01% | — | 337 | +4,053 | New | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,038 | 505 | 0.0% | 0.0% | 338 | -3,506 | -46.47% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Added to | 4,030 | 504 | 0.06% | 0.06% | 339 | +418 | 11.57% | Q1 2026 | May 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,980 | 498 | 0.02% | 0.02% | 340 | +75 | 1.92% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,949 | 494 | 0.0% | 0.0% | 341 | -484 | -10.92% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,950 | 494 | 0.09% | 0.09% | 343 | +315 | 8.67% | Q1 2026 | May 11, 2026 |
| Janney Capital Management LLC | History | No change | 3,735 | 494 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,935 | 492 | 0.07% | 0.08% | 344 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fonville Wealth Management LLC | History | No change | 3,923 | 490 | 0.09% | 0.11% | 345 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KWB Wealth | History | No change | 3,674 | 486 | 0.05% | 0.05% | 346 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,878 | 485 | 0.11% | 0.12% | 347 | -1 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,531 | 484 | 0.1% | 0.11% | 348 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,839 | 480 | 0.04% | 0.04% | 350 | -622 | -13.94% | Q1 2026 | May 05, 2026 |
| Ellevest, Inc. | History | No change | 3,839 | 480 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Catalyst Investment Management LLC | History | No change | 3,525 | 480 | 0.53% | 0.44% | 351 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 3,825 | 478 | 0.19% | 0.21% | 352 | -26 | -0.68% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | No change | 3,809 | 476 | 0.05% | 0.05% | 353 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | Added to | 3,776 | 472 | 0.12% | 0.11% | 354 | +286 | 8.19% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,768 | 471 | 0.02% | 0.02% | 355 | -77 | -2.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 3,721 | 465 | 0.05% | 0.06% | 356 | -382 | -9.31% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,714 | 464 | 0.01% | 0.01% | 357 | +311 | 9.14% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,677 | 460 | 0.01% | 0.01% | 358 | +7 | 0.19% | Q1 2026 | Apr 28, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 3,629 | 454 | 0.23% | 0.27% | 359 | -230 | -5.96% | Q1 2026 | Apr 23, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 3,599 | 450 | 0.04% | 0.04% | 360 | -174 | -4.61% | Q1 2026 | Apr 06, 2026 |
| Brooklyn Investment Group | History | New | 3,557 | 445 | 0.01% | — | 362 | +3,557 | New | Q1 2026 | Apr 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,538 | 445 | 0.0% | 0.0% | 361 | +530 | 17.62% | Q1 2026 | May 05, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 3,251 | 443 | 0.26% | 0.46% | 363 | -2,242 | -40.82% | Q1 2026 | Apr 23, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,500 | 437 | 0.08% | 0.08% | 364 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,481 | 435 | 0.03% | 0.04% | 365 | +19 | 0.55% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,461 | 433 | 0.01% | 0.01% | 366 | +16 | 0.46% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,459 | 432 | 0.05% | — | 367 | +3,459 | New | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,441 | 430 | 0.04% | 0.02% | 368 | +1,724 | 100.41% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,438 | 430 | 0.01% | 0.02% | 369 | -1,602 | -31.79% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,429 | 429 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 3,422 | 428 | 0.13% | 0.13% | 371 | +257 | 8.12% | Q1 2026 | Apr 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,345 | 418 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,340 | 417 | 0.07% | 0.08% | 373 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,294 | 412 | 0.02% | 0.03% | 374 | +1,644 | 99.64% | Q1 2026 | Apr 22, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 2,975 | 410 | 0.09% | 0.1% | 375 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 3,243 | 405 | 0.11% | 0.11% | 376 | +9 | 0.28% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,196 | 402 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevation Wealth Management LLC | History | Added to | 3,159 | 395 | 0.36% | 0.3% | 378 | +758 | 31.57% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,151 | 394 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 3,141 | 393 | 0.08% | 0.08% | 380 | -165 | -4.99% | Q1 2026 | Apr 16, 2026 |
| January Capital Advisors LLC | History | New | 3,091 | 386 | 0.52% | — | 383 | +3,091 | New | Q1 2026 | May 20, 2026 |
| COMMERCE BANK | History | Reduced | 3,091 | 386 | 0.0% | 0.0% | 381 | -815 | -20.87% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,085 | 386 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signet Private Wealth LLC | History | Added to | 3,044 | 380 | 0.36% | 0.37% | 384 | +108 | 3.68% | Q1 2026 | Apr 29, 2026 |
| Pacific Point Advisors, LLC | History | No change | 3,000 | 375 | 0.2% | 0.21% | 385 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,995 | 374 | 0.03% | 0.03% | 386 | -236 | -7.3% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | New | 2,984 | 373 | 0.01% | — | 387 | +2,984 | New | Q1 2026 | May 07, 2026 |
| LeClair Wealth Partners LLC | History | New | 2,969 | 371 | 0.13% | — | 389 | +2,969 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | No change | 2,969 | 371 | 0.13% | 0.14% | 388 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 2,958 | 370 | 0.23% | 0.23% | 390 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 2,950 | 369 | 0.21% | 0.54% | 391 | -5,636 | -65.64% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,934 | 367 | 0.0% | 0.0% | 392 | -88 | -2.91% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,923 | 365 | 0.2% | 0.21% | 393 | -11 | -0.37% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,861 | 358 | 0.01% | 0.01% | 394 | -48 | -1.65% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,821 | 353 | 0.01% | 0.01% | 395 | +25 | 0.89% | Q1 2026 | May 11, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 2,792 | 349 | 0.12% | 0.13% | 396 | -100 | -3.46% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,786 | 348 | 0.0% | 0.01% | 397 | -15,366 | -84.65% | Q1 2026 | May 13, 2026 |
| Destiny Capital Corp/CO | History | No change | 2,785 | 348 | 0.19% | 0.19% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,776 | 347 | 0.01% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,831 | 344 | 0.02% | 0.02% | 400 | -130 | -4.39% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 2,675 | 334 | 0.01% | 0.01% | 401 | -190 | -6.63% | Q1 2026 | May 07, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 2,677 | 334 | 0.01% | 0.01% | 402 | -140 | -4.97% | Q1 2026 | Apr 28, 2026 |
| Synergy Asset Management, LLC | History | Added to | 2,662 | 333 | 0.04% | 0.04% | 403 | +53 | 2.03% | Q1 2026 | May 13, 2026 |
| Choate Investment Advisors | History | No change | 2,640 | 330 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 2,629 | 328 | 0.01% | 0.01% | 405 | +5 | 0.19% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 2,620 | 327 | 0.26% | 0.3% | 407 | -4 | -0.15% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,618 | 327 | 0.15% | 0.12% | 406 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LVZ, Inc. | History | Reduced | 2,600 | 325 | 0.04% | 0.04% | 408 | -261 | -9.12% | Q1 2026 | Apr 28, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 2,604 | 325 | 0.07% | 0.08% | 409 | +5 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Fisher Asset Management, LLC | History | New | 2,569 | 321 | 0.0% | — | 410 | +2,569 | New | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 2,559 | 320 | 0.08% | — | 412 | +2,559 | New | Q1 2026 | May 06, 2026 |
| Busey Bank | History | No change | 2,559 | 320 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 2,232 | 312 | 0.25% | 0.32% | 413 | -680 | -23.35% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 2,480 | 310 | 0.0% | 0.0% | 414 | +781 | 45.97% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,473 | 309 | 0.0% | 0.0% | 415 | -861 | -25.82% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,456 | 307 | 0.01% | 0.02% | 416 | +58 | 2.42% | Q1 2026 | Apr 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,392 | 299 | 0.02% | 0.02% | 417 | +88 | 3.82% | Q1 2026 | Apr 13, 2026 |
| MBL Wealth, LLC | History | No change | 2,370 | 296 | 0.02% | 0.03% | 418 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 2,364 | 295 | 0.02% | 0.02% | 419 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | New | 2,316 | 289 | 0.03% | — | 420 | +2,316 | New | Q1 2026 | Apr 10, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 2,254 | 282 | 0.05% | 0.05% | 421 | +6 | 0.27% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,249 | 281 | 0.01% | 0.01% | 422 | -847 | -27.36% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 2,205 | 275 | 0.13% | 0.13% | 423 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Abound Wealth Management | History | Added to | 2,181 | 272 | 0.06% | 0.0% | 424 | +2,148 | 6509.09% | Q1 2026 | Apr 10, 2026 |
| BIP Wealth, LLC | History | New | 2,140 | 267 | 0.01% | — | 425 | +2,140 | New | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 2,130 | 266 | 0.0% | — | 426 | +2,130 | New | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 2,124 | 265 | 0.23% | 0.26% | 427 | -73 | -3.32% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,108 | 263 | 0.03% | — | 428 | +2,108 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,100 | 262 | 0.0% | — | 429 | +2,100 | New | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,000 | 250 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 2,000 | 250 | 0.18% | 0.19% | 431 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 1,988 | 248 | 0.13% | 0.14% | 432 | +29 | 1.48% | Q1 2026 | May 13, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,969 | 246 | 0.09% | 0.1% | 433 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,959 | 245 | 0.09% | — | 435 | +1,959 | New | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | New | 1,958 | 245 | 0.0% | — | 434 | +1,958 | New | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | New | 1,941 | 242 | 0.01% | — | 437 | +1,941 | New | Q1 2026 | Apr 28, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,936 | 242 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,899 | 237 | 0.01% | 0.01% | 438 | -2 | -0.11% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,900 | 237 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 1,894 | 236 | 0.01% | 0.01% | 440 | -550 | -22.5% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | No change | 1,867 | 233 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENZI WEALTH | History | No change | 1,862 | 232 | 0.08% | 0.09% | 442 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 1,857 | 232 | 0.11% | 0.12% | 443 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 1,851 | 231 | 0.0% | 0.0% | 444 | -92 | -4.73% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 1,827 | 228 | 0.01% | 0.01% | 445 | -68 | -3.59% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | No change | 1,803 | 225 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,799 | 225 | 0.16% | 0.16% | 447 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 1,787 | 223 | 0.0% | 0.0% | 448 | -377 | -17.42% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,783 | 223 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,767 | 221 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,585 | 216 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,711 | 214 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PCM Encore, LLC | History | No change | 1,714 | 214 | 0.04% | 0.05% | 453 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 1,708 | 213 | 0.05% | 0.05% | 454 | +2 | 0.12% | Q1 2026 | Apr 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,701 | 212 | 0.0% | 0.0% | 455 | +11 | 0.65% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,531 | 211 | 0.03% | — | 456 | +1,531 | New | Q1 2026 | May 06, 2026 |
| Painted Porch Advisors LLC | History | Added to | 1,683 | 210 | 0.1% | 0.09% | 457 | +4 | 0.24% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 1,669 | 208 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Peak Planning Group, LLC | History | No change | 1,641 | 205 | 0.06% | 0.06% | 459 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | New | 1,498 | 204 | 0.0% | — | 461 | +1,498 | New | Q1 2026 | Apr 20, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 1,638 | 204 | 0.08% | 0.09% | 460 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Successful Portfolios LLC | History | Reduced | 1,652 | 201 | 0.11% | 0.11% | 462 | -10 | -0.6% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 1,539 | 192 | 0.05% | 0.06% | 463 | +8 | 0.52% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | Added to | 1,517 | 189 | 0.01% | 0.01% | 464 | +180 | 13.46% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,426 | 178 | 0.0% | 0.0% | 465 | -2 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,413 | 171 | 0.01% | 0.01% | 466 | +239 | 20.36% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,299 | 162 | 0.02% | 0.03% | 467 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| UMB Bank, n.a. | History | Added to | 1,266 | 158 | 0.0% | 0.0% | 468 | +130 | 11.44% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,184 | 149 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,149 | 143 | 0.0% | 0.0% | 470 | +108 | 10.37% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,146 | 143 | 0.0% | 0.0% | 471 | +23 | 2.05% | Q1 2026 | May 15, 2026 |
| CNB Bank | History | No change | 1,127 | 141 | 0.06% | 0.06% | 472 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,062 | 132 | 0.01% | 0.0% | 473 | +417 | 64.65% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,021 | 127 | 0.0% | 0.0% | 474 | +65 | 6.8% | Q1 2026 | May 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,020 | 127 | 0.1% | 0.08% | 475 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | New | 944 | 118 | 0.04% | — | 476 | +944 | New | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | No change | 926 | 115 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Napier Financial, LLC | History | New | 913 | 114 | 0.03% | — | 478 | +913 | New | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 910 | 113 | 0.07% | 0.07% | 479 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 874 | 109 | 0.01% | 0.02% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 828 | 103 | 0.09% | 0.09% | 481 | +3 | 0.36% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 808 | 101 | 0.0% | 0.0% | 482 | -426 | -34.52% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 786 | 98 | 0.0% | 0.0% | 483 | +185 | 30.78% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 753 | 94 | 0.05% | — | 484 | +753 | New | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 706 | 88 | 0.01% | 0.01% | 485 | +2 | 0.28% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 683 | 86 | 0.0% | 0.0% | 486 | -526 | -43.51% | Q1 2026 | Apr 28, 2026 |
| Roble, Belko & Company, Inc | History | No change | 677 | 85 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 687 | 85 | 0.19% | 0.19% | 488 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 659 | 82 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 646 | 80 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 633 | 79 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 639 | 79 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 611 | 76 | 0.0% | 0.0% | 493 | +167 | 37.61% | Q1 2026 | Apr 07, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 596 | 74 | 0.0% | 0.0% | 494 | -564 | -48.62% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 571 | 71 | 0.04% | 0.04% | 495 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 562 | 70 | 0.0% | — | 496 | +562 | New | Q1 2026 | Apr 13, 2026 |
| MidFirst Bank | History | New | 557 | 69 | 0.01% | — | 497 | +557 | New | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | No change | 533 | 66 | 0.08% | 0.08% | 498 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 523 | 65 | 0.0% | 0.0% | 499 | -130 | -19.91% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 489 | 64 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MASECO LLP | History | No change | 516 | 64 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kozak & Associates, Inc. | History | No change | 485 | 63 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 498 | 62 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 498 | 62 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 491 | 61 | 0.0% | — | 506 | +491 | New | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 495 | 61 | 0.0% | 0.0% | 505 | -12 | -2.37% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 475 | 59 | 0.0% | — | 507 | +475 | New | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 463 | 57 | 0.0% | 0.0% | 508 | -128 | -21.66% | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 452 | 56 | 0.0% | — | 511 | +452 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 450 | 56 | 0.01% | 0.01% | 509 | +72 | 19.05% | Q1 2026 | May 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 454 | 56 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 435 | 54 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 411 | 54 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 434 | 54 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 418 | 52 | 0.0% | — | 516 | +418 | New | Q1 2026 | Apr 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 417 | 52 | 0.02% | 0.02% | 515 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 410 | 51 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vision Retirement, LLC | History | Added to | 406 | 50 | 0.01% | 0.01% | 518 | +99 | 32.25% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 396 | 49 | 0.01% | 0.01% | 520 | -18 | -4.35% | Q1 2026 | Apr 23, 2026 |
| ESL Trust Services, LLC | History | No change | 399 | 49 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 386 | 48 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 380 | 47 | 0.0% | 0.01% | 522 | -134 | -26.07% | Q1 2026 | Apr 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 380 | 47 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 365 | 45 | 0.02% | 0.03% | 526 | -40 | -9.88% | Q1 2026 | Apr 02, 2026 |
| Tidemark, LLC | History | Added to | 366 | 45 | 0.01% | 0.01% | 525 | +9 | 2.52% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 366 | 45 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 357 | 44 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 350 | 43 | 0.02% | 0.02% | 528 | +1 | 0.29% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 338 | 42 | 0.01% | 0.01% | 530 | -13 | -3.7% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 324 | 42 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 335 | 41 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 327 | 40 | 0.0% | 0.0% | 533 | -16 | -4.66% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | No change | 322 | 40 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 315 | 39 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 310 | 38 | 0.0% | 0.0% | 535 | +76 | 32.48% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 301 | 37 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westend Capital Management, LLC | History | No change | 285 | 35 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 281 | 35 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 271 | 34 | 0.0% | 0.0% | 539 | +130 | 92.2% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | Added to | 266 | 33 | 0.01% | 0.01% | 540 | +11 | 4.31% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | No change | 270 | 33 | 0.01% | 0.02% | 541 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 262 | 32 | 0.01% | 0.01% | 542 | +14 | 5.65% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 261 | 32 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 250 | 31 | 0.0% | 0.01% | 545 | -970 | -79.51% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | New | 249 | 31 | 0.01% | — | 546 | +249 | New | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 250 | 31 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 228 | 30 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Longview Financial Advisors, Inc. | History | New | 233 | 29 | 0.02% | — | 549 | +233 | New | Q1 2026 | Apr 20, 2026 |
| EFG International AG | History | New | 232 | 29 | 0.0% | — | 550 | +232 | New | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 220 | 29 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | No change | 225 | 28 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 218 | 27 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EPG Wealth Management LLC | History | Added to | 204 | 25 | 0.01% | 0.01% | 555 | +1 | 0.49% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 25 | 0.0% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | No change | 200 | 25 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 199 | 24 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 197 | 24 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stephens Consulting, LLC | History | No change | 174 | 23 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 178 | 22 | 0.01% | 0.01% | 560 | -116 | -39.46% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Reduced | 177 | 22 | 0.0% | 0.0% | 559 | -27 | -13.24% | Q1 2026 | Apr 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 174 | 21 | 0.01% | 0.0% | 561 | +60 | 52.63% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 159 | 21 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 167 | 20 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 157 | 19 | 0.0% | 0.01% | 564 | -268 | -63.06% | Q1 2026 | Apr 22, 2026 |
| Roxbury Financial LLC | History | Reduced | 152 | 19 | 0.02% | 0.02% | 565 | -20 | -11.63% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 146 | 18 | 0.01% | — | 567 | +146 | New | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | New | 137 | 18 | 0.01% | — | 568 | +137 | New | Q1 2026 | Apr 08, 2026 |
| Key Capital Management, INC | History | No change | 147 | 18 | 0.01% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 142 | 17 | 0.0% | — | 569 | +142 | New | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 132 | 16 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | No change | 127 | 15 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 119 | 14 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 113 | 14 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 114 | 14 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEBSTER BANK, N. A. | History | No change | 113 | 14 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| General Partner, Inc. | History | No change | 116 | 14 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 106 | 13 | 0.0% | — | 577 | +106 | New | Q1 2026 | Apr 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 97 | 12 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Planning Project LLC | History | No change | 91 | 12 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 81 | 11 | 0.01% | — | 580 | +81 | New | Q1 2026 | Apr 29, 2026 |
| CGC Financial Services, LLC | History | New | 81 | 10 | 0.0% | — | 585 | +81 | New | Q1 2026 | Apr 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 80 | 10 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 85 | 10 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Towne Trust Company, N.A | History | No change | 86 | 10 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 86 | 10 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 75 | 9 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 72 | 9 | 0.0% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 73 | 9 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 64 | 8 | 0.0% | 0.0% | 589 | -3 | -4.48% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 61 | 7 | 0.01% | 0.02% | 591 | -61 | -50.0% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 56 | 7 | 0.0% | — | 592 | +56 | New | Q1 2026 | May 11, 2026 |
| Lummis Asset Management, LP | History | No change | 61 | 7 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 55 | 6 | 0.0% | — | 594 | +55 | New | Q1 2026 | May 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 55 | 6 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 43 | 5 | 0.0% | — | 597 | +43 | New | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | No change | 32 | 4 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 24 | 3 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 26 | 3 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 27 | 3 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wagner Wealth Management, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Evolution Advisers, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -69,664 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -44,433 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,908 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.74% | — | -14,378 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,413 | -100.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,102 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q1 2026 | May 14, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.2% | — | -5,000 | -100.0% | Q1 2026 | May 05, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -2,974 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -2,721 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,091 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,076 | -100.0% | Q1 2026 | May 04, 2026 |
| Darrow Company, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,045 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,013 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,859 | -100.0% | Q1 2026 | May 01, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,820 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,785 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -1,715 | -100.0% | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -1,648 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,646 | -100.0% | Q1 2026 | May 15, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,613 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,611 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,593 | -100.0% | Q1 2026 | Apr 24, 2026 |
| White Lighthouse Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,592 | -100.0% | Q1 2026 | May 14, 2026 |
| Columbia Bank | History | Closed out | 0 | 0 | — | 0.06% | — | -1,592 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HAWAIIAN BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -1,586 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,574 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,571 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,554 | -100.0% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,535 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,530 | -100.0% | Q1 2026 | May 05, 2026 |
| NORTHLAND SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -1,522 | -100.0% | Q1 2026 | May 04, 2026 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,518 | -100.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,031 | -100.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -444 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -425 | -100.0% | Q1 2026 | May 01, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -401 | -100.0% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -267 | -100.0% | Q1 2026 | May 01, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -204 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -197 | -100.0% | Q1 2026 | May 06, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.01% | — | -164 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | May 01, 2026 |
| ADIRONDACK TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -136 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 04, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 11, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -65 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 23, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |