VanEck ETF Trust - HYD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,710,046 | 1,038,401 | 0.08% | 0.06% | 1 | +3,239,944 | 18.55% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 6,057,451 | 303,720 | 0.02% | 0.02% | 2 | -192,230 | -3.08% | Q1 2026 | May 15, 2026 |
| American Family Investments, Inc. | History | Added to | 3,881,018 | 194,594 | 5.12% | 5.35% | 3 | +974,000 | 33.51% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,507,629 | 175,868 | 0.16% | 0.16% | 4 | +264,550 | 8.16% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,145,650 | 107,582 | 0.07% | 0.07% | 5 | +105,582 | 5.18% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,868,375 | 93,680 | 0.02% | 0.02% | 6 | -13,985 | -0.74% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,356,478 | 68,013 | 0.0% | 0.0% | 7 | +59,113 | 4.56% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,279,605 | 64,159 | 0.13% | 0.14% | 8 | -34,597 | -2.63% | Q1 2026 | May 06, 2026 |
| Forum Financial Management, LP | History | Added to | 1,273,542 | 63,855 | 0.9% | 0.83% | 9 | +21,471 | 1.71% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Reduced | 1,164,109 | 58,368 | 0.06% | 0.07% | 10 | -80,959 | -6.5% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 865,227 | 43,382 | 0.06% | 0.06% | 11 | -31,480 | -3.51% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 838,296 | 42,032 | 0.01% | 0.01% | 12 | -10,694 | -1.26% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 809,597 | 40,593 | 0.01% | 0.01% | 13 | -5,834 | -0.72% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 777,980 | 39,007 | 0.0% | 0.01% | 14 | -867,462 | -52.72% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 640,644 | 32,122 | 0.03% | 0.14% | 15 | -1,858,783 | -74.37% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 533,851 | 26,767 | 0.17% | 0.17% | 16 | +6,967 | 1.32% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 499,214 | 25,030 | 0.1% | — | 17 | +499,214 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 441,245 | 22,124 | 0.0% | 0.0% | 18 | +70,337 | 18.96% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 426,273 | 21,373 | 0.01% | 0.01% | 19 | -52,898 | -11.04% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 405,960 | 20,354 | 0.01% | 0.0% | 20 | +170,056 | 72.09% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 402,200 | 20,166 | 0.01% | 0.0% | 21 | +223,300 | 124.82% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 376,895 | 18,897 | 0.02% | 0.03% | 22 | -103,000 | -21.46% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 300,637 | 15,073 | 0.15% | 0.16% | 23 | -17,694 | -5.56% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 295,300 | 14,806 | 1.92% | 1.81% | 24 | -5,936 | -1.97% | Q1 2026 | Apr 10, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 279,030 | 13,990 | 0.1% | 0.11% | 25 | +23,143 | 9.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 238,870 | 11,976 | 0.02% | 0.02% | 26 | -7,357 | -2.99% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 235,246 | 11,795 | 0.01% | 0.01% | 27 | +38,203 | 19.39% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 224,258 | 11,244 | 0.0% | 0.0% | 28 | +143,162 | 176.53% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 211,755 | 10,617 | 0.29% | 0.24% | 29 | +44,164 | 26.35% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 211,194 | 10,589 | 0.0% | 0.0% | 30 | +180,234 | 582.15% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 175,703 | 8,809 | 0.0% | 0.0% | 31 | +121,003 | 221.21% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 174,689 | 8,758 | 0.02% | 0.02% | 32 | +786 | 0.45% | Q1 2026 | May 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 147,397 | 7,534 | 0.61% | 0.6% | 33 | +2,592 | 1.79% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 150,124 | 7,527 | 0.0% | 0.0% | 34 | -2,486 | -1.63% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 149,429 | 7,492 | 0.06% | 0.05% | 35 | +25,944 | 21.01% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 124,408 | 6,237 | 0.03% | 0.04% | 36 | +21,305 | 20.66% | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 121,212 | 6,175 | 2.58% | 2.01% | 37 | +25,000 | 25.98% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 120,711 | 6,052 | 0.03% | 0.02% | 38 | +45,842 | 61.23% | Q1 2026 | May 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 115,192 | 5,775 | 0.3% | 0.27% | 39 | +18,974 | 19.72% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,274 | 5,630 | 0.01% | 0.01% | 40 | -16,660 | -12.92% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 105,625 | 5,296 | 0.04% | 0.04% | 41 | -13,699 | -11.48% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 105,664 | 5,281 | 0.19% | 0.14% | 42 | +33,350 | 46.12% | Q1 2026 | May 15, 2026 |
| Veery Capital, LLC | History | Reduced | 92,638 | 4,644 | 1.42% | 1.65% | 43 | -12,539 | -11.92% | Q1 2026 | Apr 09, 2026 |
| Ellevest, Inc. | History | Added to | 89,730 | 4,499 | 0.63% | 0.61% | 44 | +3,478 | 4.03% | Q1 2026 | May 11, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 86,454 | 4,334 | 0.48% | 0.39% | 45 | +19,072 | 28.3% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 84,168 | 4,220 | 0.01% | 0.01% | 46 | +5,157 | 6.53% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,968 | 4,109 | 0.02% | 0.02% | 47 | +7,677 | 10.33% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 80,479 | 4,035 | 0.0% | 0.0% | 48 | +405 | 0.51% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 79,219 | 3,972 | 0.01% | 0.01% | 49 | +6,920 | 9.57% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 77,436 | 3,882 | 0.0% | 0.0% | 50 | -2,179 | -2.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 77,362 | 3,878 | 0.04% | — | 51 | +77,362 | New | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 76,290 | 3,825 | 0.07% | 0.11% | 52 | -44,034 | -36.6% | Q1 2026 | May 04, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 74,871 | 3,754 | 0.68% | 0.38% | 53 | +1,500 | 2.04% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 73,945 | 3,707 | 0.03% | 0.03% | 54 | +1,814 | 2.51% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 71,491 | 3,584 | 0.0% | 0.0% | 55 | -337 | -0.47% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 69,440 | 3,481 | 0.07% | 0.06% | 56 | +9,364 | 15.59% | Q1 2026 | Apr 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 68,135 | 3,416 | 0.11% | 0.12% | 57 | +4,062 | 6.34% | Q1 2026 | May 07, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 64,337 | 3,225 | 0.46% | 0.47% | 58 | -1,736 | -2.63% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 63,082 | 3,162 | 0.05% | 0.08% | 59 | -41,363 | -39.6% | Q1 2026 | Apr 09, 2026 |
| Man Group plc | History | Reduced | 59,684 | 2,992 | 0.01% | 0.06% | 60 | -598,805 | -90.94% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,267 | 2,951 | 0.0% | 0.0% | 61 | +23,039 | 63.59% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 57,774 | 2,896 | 1.84% | 1.04% | 62 | +27,577 | 91.32% | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | No change | 57,342 | 2,865 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,139 | 2,614 | 0.01% | 0.01% | 64 | -56,074 | -51.82% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 50,286 | 2,521 | 0.43% | 0.49% | 65 | -4,372 | -8.0% | Q1 2026 | Apr 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 49,548 | 2,484 | 0.16% | 0.26% | 66 | -58,729 | -54.24% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 48,718 | 2,463 | 0.01% | 0.01% | 67 | -30,603 | -38.58% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 47,017 | 2,357 | 0.02% | 0.02% | 68 | -267 | -0.56% | Q1 2026 | Apr 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 43,825 | 2,240 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Added to | 44,103 | 2,211 | 0.03% | 0.03% | 70 | +2,836 | 6.87% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 42,205 | 2,116 | 0.13% | 0.07% | 71 | -525,867 | -92.57% | Q1 2026 | May 12, 2026 |
| Narus Financial Partners, LLC | History | Added to | 41,530 | 2,082 | 0.55% | 0.41% | 72 | +12,505 | 43.08% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 40,507 | 2,031 | 0.0% | 0.0% | 73 | +4,019 | 11.01% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 40,195 | 2,015 | 0.34% | 0.26% | 74 | +10,147 | 33.77% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 39,013 | 1,956 | 0.05% | 0.06% | 75 | +1,809 | 4.86% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | Reduced | 37,636 | 1,914 | 0.06% | 0.07% | 76 | -1,837 | -4.65% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,302 | 1,820 | 0.05% | 0.01% | 77 | +32,275 | 801.47% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | New | 36,105 | 1,810 | 0.02% | — | 78 | +36,105 | New | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 35,823 | 1,796 | 0.73% | 0.6% | 79 | +6,852 | 23.65% | Q1 2026 | May 06, 2026 |
| Idaho Trust Co | History | Reduced | 35,493 | 1,779 | 0.58% | 0.65% | 80 | -2,748 | -7.19% | Q1 2026 | May 08, 2026 |
| INTRUST BANK NA | History | No change | 35,380 | 1,773 | 0.14% | 0.15% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,444 | 1,771 | 0.0% | 0.0% | 82 | -21,097 | -37.31% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 33,515 | 1,680 | 0.02% | 0.02% | 83 | -8,751 | -20.7% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 33,270 | 1,668 | 0.02% | 0.02% | 84 | -750 | -2.2% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 33,137 | 1,661 | 0.0% | 0.0% | 85 | +153 | 0.46% | Q1 2026 | May 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 32,929 | 1,651 | 0.42% | 0.45% | 86 | -439 | -1.32% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,734 | 1,641 | 0.0% | 0.0% | 87 | -5,134 | -13.56% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 32,604 | 1,634 | 0.0% | 0.0% | 88 | +20,000 | 158.68% | Q1 2026 | May 04, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 32,330 | 1,621 | 0.66% | 0.77% | 89 | -3,255 | -9.15% | Q1 2026 | Apr 08, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 32,281 | 1,618 | 0.63% | 0.62% | 90 | +40 | 0.12% | Q1 2026 | Apr 22, 2026 |
| DRAVO BAY LLC | History | Added to | 31,903 | 1,599 | 0.65% | 0.63% | 91 | +2,133 | 7.16% | Q1 2026 | May 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 31,897 | 1,599 | 0.09% | 0.1% | 92 | +291 | 0.92% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 31,298 | 1,569 | 0.24% | 0.25% | 93 | +881 | 2.9% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 31,182 | 1,563 | 0.07% | — | 94 | +31,182 | New | Q1 2026 | May 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,005 | 1,554 | 0.04% | 0.03% | 95 | +3,468 | 12.59% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 30,829 | 1,545 | 0.04% | — | 96 | +30,829 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,300 | 1,519 | 0.0% | 0.01% | 97 | -43,623 | -59.01% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Added to | 29,867 | 1,497 | 0.35% | 0.31% | 98 | +73 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Orcam Financial Group | History | Added to | 28,700 | 1,439 | 1.02% | 1.1% | 99 | +9 | 0.03% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,820 | 1,371 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,944 | 1,350 | 0.01% | 0.01% | 101 | +7,378 | 37.71% | Q1 2026 | Apr 15, 2026 |
| Friday Financial | History | Added to | 26,461 | 1,326 | 0.46% | 0.45% | 102 | +1,571 | 6.31% | Q1 2026 | Apr 16, 2026 |
| Thrive Capital Management, LLC | History | Added to | 26,234 | 1,315 | 0.29% | 0.22% | 103 | +6,913 | 35.78% | Q1 2026 | Apr 27, 2026 |
| FLC Capital Advisors | History | Added to | 26,089 | 1,308 | 0.23% | 0.19% | 104 | +5,700 | 27.96% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Reduced | 25,810 | 1,294 | 0.07% | 0.08% | 105 | -2,209 | -7.88% | Q1 2026 | May 04, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 25,583 | 1,282 | 0.79% | 0.62% | 106 | +7,303 | 39.95% | Q1 2026 | May 04, 2026 |
| Fullerton Advisors, LLC | History | Added to | 25,475 | 1,277 | 1.32% | 1.28% | 107 | +396 | 1.58% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,061 | 1,256 | 0.01% | 0.01% | 108 | -1,370 | -5.18% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 25,038 | 1,255 | 0.04% | 0.04% | 109 | +1,538 | 6.54% | Q1 2026 | Apr 27, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 24,432 | 1,248 | 0.37% | 0.37% | 110 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Reduced | 24,858 | 1,246 | 0.0% | 0.0% | 111 | -1,176 | -4.52% | Q1 2026 | May 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 23,884 | 1,197 | 0.11% | 0.13% | 112 | -3,534 | -12.89% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Planning, Inc. | History | New | 15,963 | 1,175 | 0.69% | — | 113 | +15,963 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 23,239 | 1,165 | 0.1% | 0.14% | 114 | -968 | -4.0% | Q1 2026 | May 12, 2026 |
| APS Management Group, Inc. | History | Added to | 23,030 | 1,154 | 0.99% | 0.87% | 115 | +3,155 | 15.87% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 22,810 | 1,143 | 0.05% | 0.06% | 116 | -3,671 | -13.86% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 22,141 | 1,110 | 0.04% | 0.04% | 117 | +1,307 | 6.27% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 22,085 | 1,107 | 0.25% | 0.23% | 118 | +2,235 | 11.26% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 21,875 | 1,096 | 0.07% | 0.08% | 119 | -750 | -3.31% | Q1 2026 | Apr 21, 2026 |
| Joseph Group Capital Management | History | Reduced | 21,460 | 1,076 | 0.27% | 0.34% | 120 | -3,533 | -14.14% | Q1 2026 | May 08, 2026 |
| K2 Financial Inc. | History | Added to | 20,567 | 1,052 | 0.77% | 0.77% | 122 | +1,137 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 20,986 | 1,052 | 0.02% | 0.02% | 121 | +835 | 4.14% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,426 | 1,024 | 0.01% | 0.01% | 123 | -305 | -1.47% | Q1 2026 | Apr 20, 2026 |
| Williams & Novak, LLC | History | Reduced | 18,967 | 955 | 0.71% | 0.84% | 124 | -3,000 | -13.66% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 18,938 | 949 | 0.0% | 0.0% | 125 | +13,897 | 275.68% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 18,580 | 931 | 0.95% | 1.22% | 126 | -4,425 | -19.23% | Q1 2026 | May 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 18,498 | 927 | 0.15% | 0.15% | 127 | +846 | 4.79% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,413 | 923 | 0.02% | 0.02% | 128 | -46 | -0.25% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 17,958 | 900 | 0.02% | 0.03% | 129 | -4,550 | -20.22% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 17,815 | 893 | 0.0% | — | 130 | +17,815 | New | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 17,496 | 877 | 0.04% | 0.03% | 131 | +3,852 | 28.23% | Q1 2026 | May 06, 2026 |
| United Advisor Group, LLC | History | Added to | 17,215 | 863 | 0.11% | 0.06% | 132 | +8,308 | 93.27% | Q1 2026 | Apr 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 17,146 | 859 | 0.28% | 0.33% | 133 | -3,035 | -15.04% | Q1 2026 | Apr 21, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 16,848 | 845 | 0.04% | 0.04% | 134 | +1,173 | 7.48% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 16,561 | 830 | 0.03% | — | 135 | +16,561 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,338 | 819 | 0.01% | 0.01% | 136 | +959 | 6.24% | Q1 2026 | Apr 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 15,965 | 817 | 0.22% | 0.26% | 137 | -2,339 | -12.78% | Q1 2026 | Apr 21, 2026 |
| Graetz Wealth LLC | History | Added to | 16,190 | 811 | 0.72% | 0.59% | 138 | +3,546 | 28.04% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 15,804 | 805 | 0.11% | 0.22% | 139 | -6,173 | -28.09% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 15,636 | 783 | 0.04% | 0.03% | 140 | +2,421 | 18.32% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Added to | 15,576 | 781 | 0.18% | 0.19% | 141 | +108 | 0.7% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,375 | 770 | 0.0% | 0.0% | 142 | -48,225 | -75.83% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,327 | 768 | 0.0% | 0.0% | 143 | -4,884 | -24.17% | Q1 2026 | May 08, 2026 |
| Jordan Park Group LLC | History | Added to | 15,299 | 767 | 0.04% | 0.04% | 144 | +1,091 | 7.68% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 14,675 | 750 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,878 | 745 | 0.03% | 0.03% | 146 | -454 | -2.96% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,803 | 742 | 0.0% | 0.0% | 147 | +12,836 | 652.57% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,746 | 739 | 0.0% | 0.0% | 148 | +96 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,676 | 735 | 0.09% | 0.08% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 14,621 | 733 | 0.01% | 0.0% | 150 | +11,259 | 334.89% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,408 | 722 | 0.01% | 0.01% | 151 | -3,948 | -21.51% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 14,363 | 720 | 0.01% | 0.01% | 153 | +5,106 | 55.16% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,377 | 720 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 14,262 | 715 | 0.05% | 0.05% | 154 | -718 | -4.79% | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | No change | 13,808 | 692 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 13,745 | 689 | 0.7% | 0.55% | 157 | +3,668 | 36.4% | Q1 2026 | May 12, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 13,751 | 689 | 0.12% | 0.11% | 156 | +1,121 | 8.88% | Q1 2026 | Apr 10, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 13,648 | 684 | 0.24% | 0.23% | 158 | +737 | 5.71% | Q1 2026 | May 05, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 13,247 | 665 | 0.25% | 0.25% | 159 | +25 | 0.19% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 13,252 | 664 | 0.01% | 0.01% | 160 | +409 | 3.18% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 13,169 | 660 | 0.0% | — | 161 | +13,169 | New | Q1 2026 | May 04, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,938 | 648 | 0.04% | 0.05% | 162 | -1,943 | -13.06% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,890 | 646 | 0.0% | 0.0% | 163 | -590 | -4.38% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,753 | 639 | 0.0% | 0.01% | 164 | -892 | -6.54% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,508 | 627 | 0.0% | 0.0% | 165 | +221 | 1.8% | Q1 2026 | May 14, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 12,240 | 613 | 0.15% | 0.14% | 166 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 12,190 | 611 | 0.17% | 0.18% | 167 | -621 | -4.85% | Q1 2026 | Apr 15, 2026 |
| PFW Advisors LLC | History | No change | 12,037 | 603 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Added to | 11,983 | 600 | 0.08% | 0.08% | 169 | +131 | 1.11% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,538 | 578 | 0.01% | 0.01% | 170 | +1,007 | 9.56% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,470 | 575 | 0.0% | 0.0% | 171 | +1,341 | 13.24% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,376 | 570 | 0.01% | 0.01% | 173 | +257 | 2.31% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,169 | 570 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 11,165 | 559 | 0.19% | 0.18% | 174 | +503 | 4.72% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 11,007 | 551 | 0.17% | 0.25% | 175 | -4,762 | -30.2% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,844 | 543 | 0.0% | 0.0% | 176 | +9,068 | 510.59% | Q1 2026 | May 11, 2026 |
| Haven Private, LLC | History | Added to | 10,835 | 543 | 0.24% | 0.22% | 177 | +1,060 | 10.84% | Q1 2026 | May 05, 2026 |
| Lansing Street Advisors | History | Reduced | 10,594 | 531 | 0.13% | 0.16% | 178 | -1,897 | -15.19% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,442 | 523 | 0.01% | 0.01% | 179 | -1,715 | -14.11% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,401 | 521 | 0.01% | 0.01% | 180 | +2,913 | 38.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,360 | 521 | 0.0% | 0.01% | 181 | -2,337 | -18.41% | Q1 2026 | Apr 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 10,223 | 512 | 0.05% | 0.04% | 182 | +3,847 | 60.34% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,188 | 505 | 0.0% | 0.0% | 183 | +302 | 3.05% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 10,013 | 502 | 0.12% | 0.21% | 184 | -7,344 | -42.31% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 9,961 | 497 | 0.03% | 0.03% | 185 | +2,345 | 30.79% | Q1 2026 | May 18, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 9,809 | 492 | 0.07% | 0.58% | 186 | -74,480 | -88.36% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,727 | 487 | 0.03% | 0.04% | 187 | -462 | -4.53% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | Added to | 9,637 | 483 | 0.05% | 0.05% | 188 | +196 | 2.08% | Q1 2026 | Apr 03, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 9,629 | 482 | 0.22% | 0.18% | 189 | +1,886 | 24.36% | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,596 | 481 | 0.06% | 0.05% | 191 | +824 | 9.39% | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,610 | 481 | 0.05% | 0.05% | 190 | +474 | 5.19% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Reduced | 9,568 | 479 | 0.02% | 0.02% | 192 | -231 | -2.36% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 9,512 | 476 | 0.03% | 0.04% | 193 | -6,333 | -39.97% | Q1 2026 | May 11, 2026 |
| FC Advisory LLC | History | Added to | 9,255 | 464 | 0.14% | 0.14% | 194 | +42 | 0.46% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Reduced | 9,194 | 460 | 0.01% | 0.01% | 195 | -450 | -4.67% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 9,000 | 451 | 0.03% | — | 196 | +9,000 | New | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 8,867 | 444 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 8,843 | 443 | 0.17% | 0.21% | 198 | -1,789 | -16.83% | Q1 2026 | May 05, 2026 |
| BXM Wealth LLC | History | No change | 8,603 | 431 | 0.33% | 0.34% | 199 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,450 | 423 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 8,298 | 416 | 0.0% | 0.01% | 201 | -2,239 | -21.25% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,265 | 414 | 0.01% | 0.01% | 202 | +507 | 6.54% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,135 | 407 | 0.01% | 0.01% | 203 | +303 | 3.87% | Q1 2026 | May 15, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 7,753 | 388 | 0.25% | 0.28% | 204 | -460 | -5.6% | Q1 2026 | Apr 21, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 7,560 | 379 | 0.1% | 0.11% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Balefire, LLC | History | Added to | 7,494 | 375 | 0.07% | 0.07% | 206 | +267 | 3.69% | Q1 2026 | May 07, 2026 |
| Xcel Wealth Management, LLC | History | No change | 7,450 | 373 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,428 | 372 | 0.02% | 0.02% | 208 | +136 | 1.87% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 7,376 | 369 | 0.0% | 0.01% | 209 | -2,192 | -22.91% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 7,307 | 366 | 0.0% | 0.0% | 210 | +228 | 3.22% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 7,200 | 361 | 0.03% | 0.03% | 211 | -598 | -7.67% | Q1 2026 | May 11, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 7,190 | 360 | 0.36% | 0.28% | 212 | +1,741 | 31.95% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 7,073 | 354 | 0.16% | 0.13% | 213 | -280 | -3.81% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,038 | 352 | 0.0% | 0.01% | 215 | -9,479 | -57.39% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,021 | 352 | 0.02% | 0.02% | 214 | +44 | 0.63% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 7,018 | 351 | 0.02% | — | 216 | +7,018 | New | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 6,991 | 350 | 0.0% | 0.0% | 217 | +33 | 0.47% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 6,700 | 342 | 0.01% | 0.0% | 218 | +2,057 | 44.3% | Q1 2026 | Apr 20, 2026 |
| Focused Wealth Management, Inc | History | Added to | 6,808 | 341 | 0.04% | 0.04% | 219 | +11 | 0.16% | Q1 2026 | Apr 20, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 6,773 | 339 | 0.24% | 0.25% | 220 | +321 | 4.98% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,629 | 338 | 0.01% | 0.01% | 221 | +759 | 12.93% | Q1 2026 | May 14, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 6,749 | 337 | 0.38% | 0.48% | 223 | -2,922 | -30.21% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,603 | 337 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 6,519 | 326 | 0.15% | 0.14% | 224 | +165 | 2.6% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,475 | 324 | 0.01% | — | 225 | +6,475 | New | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 6,458 | 322 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 6,419 | 321 | 0.0% | 0.0% | 227 | -4,228 | -39.71% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,304 | 316 | 0.01% | 0.01% | 228 | +17 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Gradient Investments LLC | History | Reduced | 6,227 | 312 | 0.0% | 0.01% | 229 | -4,097 | -39.68% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,086 | 311 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 6,029 | 302 | 0.0% | 0.0% | 231 | +29 | 0.48% | Q1 2026 | Apr 17, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 8,000 | 302 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | New | 5,942 | 297 | 0.04% | — | 233 | +5,942 | New | Q1 2026 | Apr 16, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 5,898 | 295 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WealthPlan Investment Management, LLC | History | New | 5,823 | 291 | 0.02% | — | 235 | +5,823 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,777 | 289 | 0.01% | 0.01% | 236 | -3,279 | -36.21% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,777 | 289 | 0.18% | 0.15% | 237 | -172 | -2.89% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,689 | 285 | 0.0% | 0.0% | 238 | -484 | -7.84% | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | New | 5,560 | 283 | 0.14% | — | 239 | +5,560 | New | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,611 | 281 | 0.0% | — | 240 | +5,611 | New | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 5,563 | 278 | 0.16% | 0.18% | 241 | -150 | -2.63% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,221 | 266 | 0.0% | 0.0% | 242 | -2,522 | -32.57% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 5,318 | 266 | 0.01% | 0.01% | 243 | +1,144 | 27.41% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,250 | 263 | 0.0% | — | 244 | +5,250 | New | Q1 2026 | May 12, 2026 |
| FSA Advisors, Inc. | History | Reduced | 5,157 | 258 | 0.17% | 0.15% | 245 | -127,592 | -96.12% | Q1 2026 | May 06, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 5,158 | 258 | 0.08% | 0.08% | 246 | +26 | 0.51% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | New | 5,134 | 257 | 0.08% | — | 247 | +5,134 | New | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 4,989 | 255 | 0.11% | 0.12% | 248 | -241 | -4.61% | Q1 2026 | May 08, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 5,027 | 252 | 0.02% | 0.02% | 249 | +177 | 3.65% | Q1 2026 | Apr 09, 2026 |
| SHP Wealth Management | History | Reduced | 5,015 | 251 | 0.02% | 0.02% | 250 | -349 | -6.51% | Q1 2026 | May 08, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,985 | 249 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,936 | 247 | 0.15% | — | 252 | +4,936 | New | Q1 2026 | Apr 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 4,905 | 245 | 0.12% | 0.13% | 253 | +78 | 1.62% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 4,847 | 243 | 0.06% | 0.06% | 254 | +320 | 7.07% | Q1 2026 | Apr 03, 2026 |
| Independent Advisor Alliance | History | New | 4,818 | 241 | 0.0% | — | 255 | +4,818 | New | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 4,799 | 240 | 0.0% | 0.01% | 257 | -1,716 | -26.34% | Q1 2026 | May 11, 2026 |
| Chesley Taft & Associates LLC | History | No change | 4,800 | 240 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,766 | 238 | 0.03% | 0.03% | 258 | -163 | -3.31% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | New | 4,743 | 237 | 0.0% | — | 260 | +4,743 | New | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 4,716 | 237 | 0.05% | 0.02% | 259 | +3,384 | 254.05% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 4,689 | 235 | 0.0% | — | 261 | +4,689 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,541 | 227 | 0.01% | 0.01% | 262 | -13 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,513 | 226 | 0.12% | 0.06% | 264 | +2,325 | 106.26% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 4,514 | 226 | 0.01% | 0.01% | 263 | +99 | 2.24% | Q1 2026 | Apr 27, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,393 | 224 | 0.0% | 0.01% | 265 | -1,599 | -26.69% | Q1 2026 | May 15, 2026 |
| TSG Advice Partners, LLC | History | New | 4,458 | 223 | 0.03% | — | 266 | +4,458 | New | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | No change | 4,429 | 222 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 4,310 | 216 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 4,275 | 214 | 0.04% | 0.04% | 269 | +20 | 0.47% | Q1 2026 | May 05, 2026 |
| Owen LaRue, LLC | History | Reduced | 4,215 | 211 | 0.08% | 0.2% | 270 | -5,910 | -58.37% | Q1 2026 | Apr 30, 2026 |
| KWMG, LLC | History | Reduced | 4,174 | 209 | 0.02% | 0.02% | 271 | -190 | -4.35% | Q1 2026 | Apr 09, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 4,135 | 207 | 0.25% | 0.26% | 272 | -299 | -6.74% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | New | 4,102 | 205 | 0.01% | — | 273 | +4,102 | New | Q1 2026 | Apr 21, 2026 |
| WPG Advisers, LLC | History | Added to | 4,049 | 203 | 0.15% | 0.15% | 274 | +127 | 3.24% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,998 | 200 | 0.0% | 0.0% | 275 | -384 | -8.76% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,535 | 177 | 0.0% | 0.0% | 276 | +803 | 29.39% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | No change | 3,305 | 167 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | New | 2,840 | 142 | 0.0% | — | 278 | +2,840 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,585 | 129 | 0.0% | 0.0% | 279 | +380 | 17.23% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,210 | 110 | 0.0% | 0.0% | 280 | +1,990 | 904.55% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,212 | 110 | 0.0% | 0.0% | 281 | +87 | 4.09% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 2,035 | 102 | 0.0% | — | 282 | +2,035 | New | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,992 | 99 | 0.01% | 0.01% | 283 | +86 | 4.51% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,968 | 98 | 0.02% | 0.0% | 284 | +1,946 | 8845.45% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 1,910 | 97 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1,893 | 94 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | New | 1,795 | 90 | 0.01% | — | 288 | +1,795 | New | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,796 | 90 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,757 | 88 | 0.01% | 0.0% | 289 | +342 | 24.17% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,715 | 85 | 0.01% | 0.01% | 290 | -1,038 | -37.7% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,309 | 83 | 0.0% | 0.0% | 291 | -1,625 | -16.36% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,514 | 75 | 0.01% | 0.0% | 292 | +182 | 13.66% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | Reduced | 1,428 | 71 | 0.03% | 0.03% | 293 | -241 | -14.44% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,415 | 70 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 1,236 | 61 | 0.0% | 0.0% | 295 | +334 | 37.03% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,188 | 59 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Reduced | 1,150 | 58 | 0.0% | 0.0% | 297 | -556 | -32.59% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,076 | 55 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 1,041 | 52 | 0.0% | 0.0% | 299 | +639 | 158.96% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Reduced | 1,002 | 50 | 0.0% | 0.0% | 300 | -59,545 | -98.35% | Q1 2026 | May 13, 2026 |