Janus Detroit Street Trust - JMBS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 28,558,480 | 1,290,272 | 0.08% | 0.07% | 1 | +3,145,938 | 12.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 21,835,366 | 986,521 | 0.15% | 0.15% | 2 | +224,768 | 1.04% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,747,198 | 440,378 | 0.03% | 0.06% | 3 | -8,580,867 | -46.82% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 3,699,020 | 167,121 | 1.53% | 1.31% | 4 | +485,364 | 15.1% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,263,290 | 147,435 | 0.05% | 0.05% | 5 | -153,111 | -4.48% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,120,282 | 140,974 | 0.21% | 0.21% | 6 | +37,276 | 1.21% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,824,503 | 127,709 | 0.14% | 0.15% | 7 | +18,501 | 0.66% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,513,744 | 113,570 | 0.02% | 0.02% | 8 | +150,214 | 6.36% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,375,089 | 107,306 | 0.03% | 0.04% | 9 | -653,131 | -21.57% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 2,346,915 | 106,033 | 1.64% | 1.62% | 10 | +119,709 | 5.37% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,106,756 | 93,436 | 0.13% | 0.04% | 11 | +1,218,678 | 137.23% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 2,041,354 | 92,228 | 4.78% | 4.32% | 12 | +149,033 | 7.88% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,996,621 | 90,267 | 1.55% | 1.45% | 13 | +253,824 | 14.56% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,991,036 | 89,945 | 0.02% | 0.0% | 14 | +1,610,189 | 422.79% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 1,949,409 | 88,074 | 4.54% | 4.41% | 15 | +139,952 | 7.73% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,872,770 | 84,611 | 0.02% | 0.02% | 16 | -13,441 | -0.71% | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,762,883 | 79,647 | 3.02% | 0.03% | 17 | +1,748,998 | 12596.31% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,755,988 | 79,336 | 0.01% | 0.02% | 18 | -322,376 | -15.51% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,635,035 | 73,870 | 0.02% | 0.02% | 19 | +72,354 | 4.63% | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,533,817 | 69,297 | 2.61% | 2.48% | 20 | -113,478 | -6.89% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,232,072 | 55,664 | 0.01% | 0.01% | 21 | +7,400 | 0.6% | Q1 2026 | May 05, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,189,356 | 53,735 | 0.67% | 0.8% | 22 | -342,672 | -22.37% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,073,162 | 48,667 | 0.1% | 0.12% | 23 | -820,316 | -43.32% | Q1 2026 | Apr 08, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,065,273 | 48,129 | 0.77% | 0.79% | 24 | -6,084 | -0.57% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,025,837 | 46,347 | 0.23% | — | 25 | +1,025,837 | New | Q1 2026 | May 14, 2026 |
| Divergent Planning, LLC | History | No change | 918,067 | 41,845 | 10.69% | 10.69% | 26 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 803,461 | 36,461 | 0.86% | 0.84% | 27 | -22,475 | -2.72% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 766,123 | 34,613 | 4.31% | 3.66% | 28 | +112,401 | 17.19% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 738,847 | 33,381 | 0.04% | 0.04% | 29 | +30,712 | 4.34% | Q1 2026 | Apr 27, 2026 |
| CGN Advisors LLC | History | Reduced | 712,479 | 32,189 | 2.54% | 3.18% | 30 | -167,279 | -19.01% | Q1 2026 | Apr 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 696,640 | 31,474 | 0.54% | 0.56% | 31 | +194,512 | 38.74% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 685,210 | 30,957 | 0.24% | 0.2% | 32 | +77,327 | 12.72% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 644,876 | 29,135 | 1.88% | 1.77% | 33 | +21,024 | 3.37% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | Reduced | 620,188 | 28,336 | 2.8% | 2.99% | 34 | -70,349 | -10.19% | Q1 2026 | Apr 08, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 615,498 | 27,808 | 5.82% | 5.76% | 35 | +17,236 | 2.88% | Q1 2026 | Apr 21, 2026 |
| Pictet North America Advisors SA | History | Added to | 614,104 | 27,745 | 2.76% | 0.99% | 36 | +386,881 | 170.26% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 612,346 | 27,665 | 1.94% | 1.13% | 37 | +144,459 | 30.87% | Q1 2026 | May 11, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 604,333 | 27,303 | 3.72% | 3.91% | 38 | -4,155 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Added to | 594,085 | 26,840 | 1.95% | 1.44% | 39 | +159,837 | 36.81% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 583,130 | 26,345 | 0.03% | 0.04% | 40 | -160,279 | -21.56% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 575,274 | 25,990 | 1.6% | 1.46% | 41 | +30,311 | 5.56% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 519,221 | 23,483 | 0.04% | 0.04% | 42 | +15,826 | 3.14% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 496,311 | 22,423 | 0.41% | 0.52% | 43 | -100,369 | -16.82% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 488,873 | 22,087 | 0.02% | 0.0% | 44 | +482,505 | 7577.03% | Q1 2026 | May 05, 2026 |
| Moment Partners, LLC | History | New | 454,702 | 20,634 | 3.68% | — | 45 | +454,702 | New | Q1 2026 | May 04, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 449,678 | 20,545 | 4.87% | 4.87% | 46 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 453,389 | 20,484 | 2.29% | 1.84% | 47 | +102,533 | 29.22% | Q1 2026 | Apr 10, 2026 |
| Financial Enhancement Group LLC | History | Added to | 427,984 | 19,571 | 2.42% | 2.5% | 48 | +8,780 | 2.09% | Q1 2026 | Apr 20, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 418,001 | 18,885 | 3.2% | 3.12% | 49 | +3,806 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Reduced | 419,377 | 18,867 | 0.21% | 0.32% | 50 | -131,823 | -23.92% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 393,378 | 17,772 | 0.32% | 1.26% | 51 | -1,114,039 | -73.9% | Q1 2026 | May 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 385,080 | 17,397 | 1.79% | 1.84% | 52 | -11,974 | -3.02% | Q1 2026 | May 15, 2026 |
| Asio Capital, LLC | History | Added to | 355,955 | 16,082 | 2.26% | 2.26% | 53 | +4,658 | 1.33% | Q1 2026 | Apr 15, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 332,955 | 15,042 | 0.73% | 0.69% | 54 | +6,964 | 2.14% | Q1 2026 | Apr 09, 2026 |
| Blue Edge Capital, LLC | History | No change | 325,450 | 14,869 | 1.99% | 1.99% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 322,170 | 14,556 | 0.04% | 0.04% | 56 | -17,145 | -5.05% | Q1 2026 | Apr 22, 2026 |
| Focused Wealth Management, Inc | History | Added to | 309,085 | 13,964 | 1.45% | 1.39% | 57 | +17,353 | 5.95% | Q1 2026 | Apr 20, 2026 |
| Secure Asset Management, LLC | History | Added to | 305,601 | 13,807 | 2.19% | 1.96% | 58 | +31,400 | 11.45% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 302,480 | 13,666 | 0.04% | 0.04% | 59 | -21,937 | -6.76% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 280,807 | 12,830 | 0.6% | 0.6% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | No change | 273,933 | 12,515 | 1.15% | 1.15% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 271,035 | 12,245 | 4.64% | 4.41% | 62 | +6,442 | 2.43% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 258,569 | 11,682 | 0.03% | 0.04% | 63 | -61,083 | -19.11% | Q1 2026 | May 04, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 250,615 | 11,322 | 2.96% | 2.53% | 64 | +11,450 | 4.79% | Q1 2026 | May 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 237,532 | 10,732 | 5.88% | 5.75% | 65 | +6,289 | 2.72% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 231,737 | 10,469 | 0.72% | 0.05% | 66 | +213,012 | 1137.58% | Q1 2026 | May 21, 2026 |
| True North Advisors, LLC | History | Added to | 226,739 | 10,244 | 1.17% | 1.33% | 67 | +1,404 | 0.62% | Q1 2026 | May 07, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 211,241 | 9,543 | 10.85% | 9.93% | 68 | +21,269 | 11.2% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 208,017 | 9,398 | 0.01% | 0.01% | 69 | +750 | 0.36% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 197,015 | 8,901 | 1.89% | 1.54% | 70 | +29,897 | 17.89% | Q1 2026 | Apr 15, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 171,079 | 7,729 | 5.32% | 5.41% | 71 | -573 | -0.33% | Q1 2026 | Apr 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 168,172 | 7,598 | 2.39% | 2.36% | 72 | +1,655 | 0.99% | Q1 2026 | Apr 16, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 168,065 | 7,593 | 3.9% | 3.95% | 73 | -749 | -0.44% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | New | 165,104 | 7,459 | 0.09% | — | 74 | +165,104 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 158,383 | 7,208 | 0.46% | 0.45% | 75 | +13,122 | 9.03% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 153,802 | 6,948 | 0.24% | 0.22% | 76 | +17,612 | 12.93% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 151,732 | 6,855 | 0.03% | 0.0% | 77 | +147,419 | 3418.02% | Q1 2026 | May 08, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 144,355 | 6,521 | 1.77% | 1.61% | 78 | +12,510 | 9.49% | Q1 2026 | Apr 27, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 142,840 | 6,453 | 2.8% | 2.65% | 79 | +9,536 | 7.15% | Q1 2026 | Apr 16, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 139,226 | 6,290 | 0.49% | 0.52% | 80 | -3,986 | -2.78% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 138,682 | 6,265 | 0.13% | 0.13% | 81 | -3,841 | -2.7% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 138,124 | 6,240 | 0.0% | 0.0% | 82 | -17,203 | -11.08% | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Added to | 113,440 | 5,125 | 0.46% | 0.46% | 83 | +8,738 | 8.35% | Q1 2026 | May 06, 2026 |
| HEADINVEST, LLC | History | Added to | 100,576 | 4,544 | 0.93% | 0.78% | 84 | +14,660 | 17.06% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,574 | 4,498 | 0.02% | 0.02% | 85 | +6,327 | 6.79% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | Added to | 98,520 | 4,451 | 0.1% | 0.1% | 86 | +1,759 | 1.82% | Q1 2026 | May 11, 2026 |
| FDx Advisors, Inc. | History | New | 96,493 | 4,360 | 1.39% | — | 87 | +96,493 | New | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 95,994 | 4,337 | 0.07% | 0.01% | 88 | +86,966 | 963.29% | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | New | 95,743 | 4,325 | 8.91% | — | 89 | +95,743 | New | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 92,729 | 4,189 | 0.36% | 0.37% | 90 | -4,080 | -4.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 91,775 | 4,146 | 0.01% | 0.0% | 91 | +57,151 | 165.06% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisors | History | Reduced | 91,583 | 4,137 | 1.57% | 1.58% | 92 | -2,942 | -3.11% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 88,289 | 3,988 | 0.44% | 0.46% | 93 | +656 | 0.75% | Q1 2026 | May 11, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 85,946 | 3,900 | 2.87% | 2.42% | 94 | +15,511 | 22.02% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 85,399 | 3,852 | 0.1% | 0.1% | 95 | +32,217 | 60.58% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 83,438 | 3,769 | 0.02% | 0.04% | 96 | -64,551 | -43.62% | Q1 2026 | May 05, 2026 |
| Paladin Wealth, LLC | History | Added to | 81,029 | 3,660 | 2.52% | 2.46% | 97 | +2,162 | 2.74% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 80,149 | 3,621 | 0.0% | — | 98 | +80,149 | New | Q1 2026 | May 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 79,183 | 3,577 | 2.28% | 2.24% | 99 | +188 | 0.24% | Q1 2026 | Apr 23, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 79,016 | 3,569 | 3.0% | 3.19% | 100 | -5,470 | -6.47% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 76,125 | 3,478 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 75,852 | 3,427 | 0.03% | 0.03% | 102 | +3,851 | 5.35% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 75,009 | 3,388 | 0.01% | — | 103 | +75,009 | New | Q1 2026 | May 01, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 64,437 | 2,911 | 2.25% | 1.06% | 104 | +35,419 | 122.06% | Q1 2026 | Apr 28, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 61,518 | 2,779 | 1.25% | 1.23% | 105 | +1,604 | 2.68% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 59,000 | 2,665 | 0.0% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 58,932 | 2,662 | 1.7% | — | 107 | +58,932 | New | Q1 2026 | Apr 23, 2026 |
| VIAWEALTH, LLC | History | Reduced | 58,830 | 2,657 | 1.48% | 1.84% | 108 | -12,767 | -17.83% | Q1 2026 | May 11, 2026 |
| Northwest Financial Advisors | History | Added to | 56,922 | 2,571 | 4.96% | 4.88% | 109 | +5,007 | 9.64% | Q1 2026 | Apr 24, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 56,565 | 2,555 | 1.77% | 1.73% | 110 | +1,167 | 2.11% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 56,300 | 2,543 | 0.0% | 0.0% | 111 | +26,037 | 86.04% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 56,110 | 2,540 | 0.0% | 0.0% | 112 | +34,073 | 154.62% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 55,117 | 2,490 | 0.25% | 0.11% | 113 | +30,564 | 124.48% | Q1 2026 | May 14, 2026 |
| BLUELINE ADVISORS LLC | History | New | 54,628 | 2,470 | 1.92% | — | 114 | +54,628 | New | Q1 2026 | Apr 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 54,123 | 2,445 | 0.41% | 0.43% | 115 | +1,700 | 3.24% | Q1 2026 | Apr 30, 2026 |
| Fire Capital Management LLC | History | Added to | 53,049 | 2,396 | 1.12% | 0.95% | 116 | +11,542 | 27.81% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 51,996 | 2,366 | 0.13% | 0.15% | 117 | -2,494 | -4.58% | Q1 2026 | Apr 17, 2026 |
| Family Legacy, Inc. | History | New | 51,827 | 2,341 | 0.7% | — | 118 | +51,827 | New | Q1 2026 | May 12, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 49,974 | 2,257 | 0.07% | 11.93% | 119 | -8,837,273 | -99.44% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 49,144 | 2,220 | 0.01% | 0.0% | 120 | +19,998 | 68.61% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Added to | 49,059 | 2,216 | 2.2% | 1.73% | 121 | +9,586 | 24.28% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | New | 48,923 | 2,210 | 0.01% | — | 122 | +48,923 | New | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 46,942 | 2,120 | 0.51% | 0.48% | 123 | +1,809 | 4.01% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Reduced | 45,415 | 2,051 | 0.27% | 0.52% | 124 | -1,605 | -3.41% | Q1 2026 | May 13, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 44,150 | 1,994 | 0.01% | 0.01% | 125 | +12,290 | 38.58% | Q1 2026 | Apr 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 43,739 | 1,976 | 0.67% | 0.65% | 126 | +736 | 1.71% | Q1 2026 | May 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 43,044 | 1,944 | 1.04% | — | 127 | +43,044 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,432 | 1,871 | 0.03% | 0.03% | 128 | +7,773 | 23.09% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Added to | 41,343 | 1,867 | 1.15% | 1.01% | 129 | +4,084 | 10.96% | Q1 2026 | Apr 27, 2026 |
| Autumn Glory Partners, LLC | History | New | 40,985 | 1,851 | 0.68% | — | 130 | +40,985 | New | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 40,612 | 1,842 | 0.14% | 0.1% | 131 | +13,432 | 49.42% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 40,735 | 1,840 | 0.14% | 0.17% | 132 | -9,326 | -18.63% | Q1 2026 | Apr 23, 2026 |
| Bulwark Capital Corp | History | Added to | 40,506 | 1,830 | 1.13% | 1.29% | 133 | +720 | 1.81% | Q1 2026 | Apr 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 40,434 | 1,826 | 0.08% | 0.09% | 134 | -1,970 | -4.65% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,355 | 1,823 | 0.04% | 0.03% | 135 | +9,547 | 30.99% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 39,729 | 1,794 | 0.54% | 0.47% | 136 | +4,903 | 14.08% | Q1 2026 | Apr 10, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 37,930 | 1,713 | 0.74% | 0.74% | 137 | -753 | -1.95% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 37,055 | 1,665 | 0.01% | 0.01% | 138 | +535 | 1.46% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 36,260 | 1,638 | 0.0% | 0.01% | 139 | -135,925 | -78.94% | Q1 2026 | May 12, 2026 |
| Ergawealth Advisors, Inc. | History | New | 35,503 | 1,604 | 0.71% | — | 140 | +35,503 | New | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35,225 | 1,591 | 0.0% | 0.0% | 141 | +30,923 | 718.81% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 34,965 | 1,579 | 0.02% | 0.04% | 142 | -39,028 | -52.75% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | New | 33,700 | 1,539 | 0.01% | — | 143 | +33,700 | New | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 33,903 | 1,531 | 0.06% | — | 144 | +33,903 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,376 | 1,507 | 0.02% | 0.03% | 145 | -8,426 | -20.16% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 32,718 | 1,489 | 0.84% | — | 146 | +32,718 | New | Q1 2026 | May 19, 2026 |
| AIFG Consultants Ltd. | History | No change | 32,394 | 1,480 | 2.54% | 2.54% | 147 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Black Swift Group, LLC | History | New | 32,632 | 1,474 | 0.26% | — | 148 | +32,632 | New | Q1 2026 | Apr 24, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 31,835 | 1,438 | 0.64% | 0.66% | 149 | -477 | -1.48% | Q1 2026 | Apr 29, 2026 |
| Tenzing Financial LLC | History | Added to | 30,297 | 1,380 | 1.04% | 0.95% | 150 | +4,700 | 18.36% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 30,483 | 1,377 | 0.0% | — | 151 | +30,483 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 30,117 | 1,360 | 0.03% | 0.01% | 152 | +23,852 | 380.72% | Q1 2026 | Apr 07, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 28,864 | 1,304 | 0.08% | 0.07% | 153 | +2,162 | 8.1% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,830 | 1,257 | 0.01% | 0.01% | 154 | -692 | -2.43% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 27,304 | 1,233 | 0.0% | 0.0% | 155 | +2,726 | 11.09% | Q1 2026 | May 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 27,090 | 1,223 | 0.45% | 0.45% | 156 | -369 | -1.34% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 26,912 | 1,215 | 0.4% | 0.34% | 157 | +4,451 | 19.82% | Q1 2026 | Apr 24, 2026 |
| Able Wealth Management LLC | History | Added to | 26,559 | 1,199 | 0.32% | 0.1% | 158 | +19,836 | 295.05% | Q1 2026 | Apr 24, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 26,243 | 1,185 | 0.13% | 0.08% | 159 | +10,566 | 67.4% | Q1 2026 | Apr 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 25,019 | 1,132 | 0.07% | 0.07% | 160 | -6,223 | -19.92% | Q1 2026 | Apr 24, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 24,754 | 1,118 | 0.18% | 0.2% | 161 | -1,056 | -4.09% | Q1 2026 | Apr 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 23,901 | 1,092 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 23,453 | 1,059 | 0.32% | 0.21% | 163 | +2,208 | 10.39% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,221 | 1,049 | 0.01% | 0.05% | 164 | -299,245 | -92.8% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,566 | 1,019 | 0.0% | — | 165 | +22,566 | New | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 22,550 | 1,018 | 0.06% | 0.06% | 166 | -75 | -0.33% | Q1 2026 | Apr 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 22,182 | 1,010 | 0.43% | 0.47% | 167 | -776 | -3.38% | Q1 2026 | Apr 15, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 21,902 | 998 | 0.72% | 0.74% | 168 | +405 | 1.88% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Added to | 21,650 | 978 | 0.25% | 0.27% | 169 | +927 | 4.47% | Q1 2026 | May 07, 2026 |
| RB Capital Management, LLC | History | New | 20,590 | 930 | 0.2% | — | 170 | +20,590 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,191 | 912 | 0.01% | 0.0% | 171 | +9,291 | 85.24% | Q1 2026 | Apr 07, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 19,338 | 873 | 0.03% | 0.15% | 172 | -477 | -2.41% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 19,303 | 872 | 0.0% | 0.0% | 173 | -8,966 | -31.72% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 19,062 | 861 | 0.01% | 0.01% | 174 | +722 | 3.94% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 18,494 | 835 | 0.45% | 0.46% | 175 | +36 | 0.2% | Q1 2026 | May 08, 2026 |
| Mendel Money Management | History | Reduced | 18,102 | 817 | 0.34% | 0.4% | 176 | -3,070 | -14.5% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 17,992 | 812 | 0.0% | 0.0% | 177 | +5,235 | 41.04% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,285 | 780 | 0.01% | 0.01% | 178 | -19,267 | -52.71% | Q1 2026 | May 13, 2026 |
| Haverford Financial Services, Inc. | History | Reduced | 17,169 | 775 | 0.23% | 0.22% | 179 | -230 | -1.32% | Q1 2026 | May 11, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 16,880 | 771 | 0.24% | 0.24% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 17,057 | 770 | 0.02% | 0.0% | 181 | +15,015 | 735.31% | Q1 2026 | Apr 13, 2026 |
| Heritage Trust Co | History | Reduced | 17,043 | 770 | 0.08% | 0.08% | 182 | -30 | -0.18% | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | New | 16,880 | 762 | 0.02% | — | 183 | +16,880 | New | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 16,016 | 723 | 0.03% | 0.03% | 184 | -1,108 | -6.47% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 15,772 | 712 | 0.02% | 0.02% | 185 | +1,499 | 10.5% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | Added to | 15,201 | 686 | 0.02% | 0.02% | 186 | +2,665 | 21.26% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 15,006 | 677 | 0.0% | — | 187 | +15,006 | New | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 14,741 | 665 | 0.39% | 0.64% | 188 | -9,482 | -39.14% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | No change | 14,171 | 640 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,918 | 628 | 0.02% | 0.02% | 190 | +219 | 1.6% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,537 | 611 | 0.01% | 0.0% | 191 | +9,038 | 200.89% | Q1 2026 | May 15, 2026 |
| Flaharty Asset Management, LLC | History | No change | 13,360 | 603 | 0.07% | 0.08% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,864 | 536 | 0.04% | 0.03% | 193 | +2,642 | 28.65% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 11,826 | 534 | 0.01% | 0.02% | 194 | -23,428 | -66.45% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,606 | 479 | 0.01% | 0.01% | 195 | -417 | -3.78% | Q1 2026 | May 18, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 10,344 | 467 | 0.38% | 0.75% | 196 | -8,647 | -45.53% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,165 | 459 | 0.03% | 0.03% | 197 | -1,646 | -13.94% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 10,062 | 454 | 0.06% | 0.06% | 198 | +415 | 4.3% | Q1 2026 | Apr 20, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 10,023 | 452 | 0.13% | 0.12% | 199 | +200 | 2.04% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 10,003 | 451 | 0.0% | — | 200 | +10,003 | New | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,668 | 438 | 0.01% | 0.38% | 201 | -161,310 | -94.35% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | No change | 9,300 | 420 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,121 | 412 | 0.0% | 0.01% | 203 | -8,559 | -48.41% | Q1 2026 | Apr 15, 2026 |
| Weaver Consulting Group | History | No change | 8,600 | 388 | 0.09% | 0.1% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | New | 8,578 | 387 | 0.11% | — | 205 | +8,578 | New | Q1 2026 | Apr 20, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 7,739 | 349 | 0.09% | 0.09% | 206 | -155 | -1.96% | Q1 2026 | May 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 7,674 | 346 | 0.04% | 0.03% | 207 | +1,451 | 23.32% | Q1 2026 | Apr 29, 2026 |
| Presidio Capital Management, LLC | History | Added to | 7,382 | 333 | 0.1% | 0.09% | 208 | +1,183 | 19.08% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 7,165 | 323 | 0.0% | 0.11% | 209 | -173,982 | -96.04% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 7,129 | 322 | 0.01% | 0.01% | 210 | -14 | -0.2% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 6,993 | 315 | 0.11% | 0.11% | 211 | -74 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 6,855 | 309 | 0.02% | 0.06% | 212 | -9,961 | -59.24% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,831 | 308 | 0.0% | 0.0% | 213 | -94 | -1.36% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,727 | 303 | 0.01% | 0.01% | 215 | +2,128 | 46.27% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,724 | 303 | 0.06% | 0.07% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 6,494 | 293 | 0.1% | — | 216 | +6,494 | New | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,432 | 291 | 0.08% | 0.2% | 217 | -9,022 | -58.38% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 6,373 | 288 | 0.01% | 0.1% | 218 | -41,809 | -86.77% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,343 | 286 | 0.01% | 0.01% | 219 | -337 | -5.04% | Q1 2026 | Apr 07, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 5,946 | 269 | 0.25% | 0.31% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 5,880 | 265 | 0.02% | 0.02% | 221 | +1,794 | 43.91% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,692 | 257 | 0.0% | — | 222 | +5,692 | New | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 5,671 | 256 | 0.06% | 0.04% | 223 | +1,120 | 24.61% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,605 | 253 | 0.01% | — | 225 | +5,605 | New | Q1 2026 | May 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 5,492 | 253 | 0.24% | 0.24% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Essex LLC | History | Added to | 5,585 | 252 | 0.04% | 0.04% | 226 | +655 | 13.29% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,477 | 247 | 0.0% | 0.0% | 227 | +4,992 | 1029.28% | Q1 2026 | Apr 07, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 5,454 | 246 | 0.09% | 0.09% | 228 | -122 | -2.19% | Q1 2026 | Apr 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 5,374 | 242 | 0.02% | 0.02% | 229 | +31 | 0.58% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,286 | 238 | 0.01% | — | 230 | +5,286 | New | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,087 | 229 | 0.01% | 0.01% | 231 | -754 | -12.91% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | New | 4,928 | 222 | 0.01% | — | 232 | +4,928 | New | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 4,767 | 215 | 0.0% | 0.0% | 233 | +678 | 16.58% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | New | 4,688 | 211 | 0.0% | — | 234 | +4,688 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,646 | 209 | 0.0% | — | 236 | +4,646 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 4,645 | 209 | 0.01% | 0.01% | 235 | +179 | 4.01% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,848 | 173 | 0.0% | 0.0% | 237 | +143 | 3.86% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 3,041 | 137 | 0.0% | — | 239 | +3,041 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,042 | 137 | 0.0% | 0.0% | 238 | +543 | 21.73% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,879 | 130 | 0.01% | 0.01% | 240 | +19 | 0.66% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,479 | 128 | 0.01% | 0.01% | 241 | -17,869 | -55.24% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,630 | 118 | 0.08% | 0.08% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 2,384 | 107 | 0.0% | 0.0% | 243 | +900 | 60.65% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 2,261 | 102 | 0.0% | 0.0% | 244 | +837 | 58.78% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,549 | 69 | 0.07% | 0.08% | 245 | -87 | -5.32% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,521 | 68 | 0.0% | 0.01% | 246 | -100 | -6.17% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,476 | 67 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | No change | 1,504 | 67 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,351 | 61 | 0.01% | 0.01% | 249 | +12 | 0.9% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,001 | 45 | 0.0% | 0.0% | 250 | +79 | 8.57% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 838 | 37 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 767 | 34 | 0.0% | 0.0% | 252 | -228 | -22.91% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 690 | 31 | 0.0% | 0.0% | 253 | +131 | 23.43% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 642 | 29 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 610 | 27 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 586 | 26 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 559 | 25 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 527 | 24 | 0.0% | 0.0% | 258 | +5 | 0.96% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 515 | 23 | 0.0% | — | 259 | +515 | New | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 22 | 0.0% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | New | 398 | 17 | 0.0% | — | 261 | +398 | New | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 294 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 282 | 12 | 0.0% | — | 263 | +282 | New | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 260 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | New | 233 | 10 | 0.0% | — | 265 | +233 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 186 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 152 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 111 | 5 | 0.0% | — | 270 | +111 | New | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 111 | 5 | 0.0% | — | 271 | +111 | New | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | New | 62 | 2 | 0.0% | — | 273 | +62 | New | Q1 2026 | Apr 13, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 2.16% | — | -275,386 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 2.42% | — | -70,435 | -100.0% | Q1 2026 | May 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 1.34% | — | -51,641 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Veltria Advisors Corp. | History | Closed out | 0 | 0 | — | 4.8% | — | -24,008 | -100.0% | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -23,912 | -100.0% | Q1 2026 | Apr 03, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -18,230 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,915 | -100.0% | Q1 2026 | May 01, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -13,658 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bulltick Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,744 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,274 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,565 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,880 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,778 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,657 | -100.0% | Q1 2026 | May 14, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,524 | -100.0% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,345 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,283 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,797 | -100.0% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,901 | -100.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,150 | -100.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,807 | -100.0% | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,440 | -100.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -784 | -100.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -677 | -100.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -494 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -354 | -100.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | May 21, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |