Legg Mason ETF Investment Trust - LVHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 11,094,725 | 449,780 | 0.12% | 0.1% | 1 | +1,121,203 | 11.24% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 4,592,088 | 186,163 | 0.01% | 0.01% | 2 | +607,038 | 15.23% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,365,409 | 176,973 | 0.11% | 0.09% | 3 | +544,676 | 14.26% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,180,541 | 169,479 | 0.01% | 0.01% | 4 | +440,613 | 11.78% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,687,618 | 108,955 | 0.03% | 0.03% | 5 | +282,480 | 11.74% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,544,461 | 103,152 | 0.02% | 0.02% | 6 | +33,601 | 1.34% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,074,736 | 84,109 | 0.02% | 0.02% | 7 | +170,754 | 8.97% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,792,778 | 72,673 | 0.02% | 0.01% | 8 | +398,670 | 28.6% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,595,752 | 63,159 | 0.03% | 0.03% | 9 | +353,165 | 28.42% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,543,314 | 62,565 | 0.01% | 0.01% | 10 | +160,923 | 11.64% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,504,273 | 60,983 | 0.06% | 0.05% | 11 | +141,665 | 10.4% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,473,108 | 59,719 | 0.05% | 0.04% | 12 | +204,653 | 16.13% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,460,882 | 59,223 | 1.08% | 1.0% | 13 | +41,065 | 2.89% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,458,851 | 59,141 | 0.06% | 0.06% | 14 | +65,880 | 4.73% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,297,842 | 52,614 | 0.01% | 0.01% | 15 | +145,673 | 12.64% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,256,723 | 50,947 | 0.1% | 0.17% | 16 | -949,194 | -43.03% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,207,979 | 48,971 | 0.07% | 0.06% | 17 | -101,193 | -7.73% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,185,279 | 48,050 | 0.07% | 0.07% | 18 | -60,805 | -4.88% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,178,190 | 47,763 | 0.13% | 0.1% | 19 | +206,703 | 21.28% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,127,751 | 45,719 | 0.17% | 0.13% | 20 | +256,509 | 29.44% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 975,241 | 39,536 | 0.19% | 0.17% | 21 | +14,987 | 1.56% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 961,006 | 38,959 | 0.0% | — | 22 | +961,006 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 795,826 | 32,262 | 0.0% | 0.0% | 23 | +435,826 | 121.06% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Added to | 761,719 | 30,880 | 1.41% | 1.13% | 24 | +82,286 | 12.11% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 626,028 | 25,379 | 2.83% | 2.51% | 25 | +30,870 | 5.19% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 674,785 | 24,845 | 0.16% | 0.14% | 26 | +104,564 | 18.34% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 584,084 | 23,679 | 0.18% | 0.15% | 27 | +51,899 | 9.75% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 570,199 | 23,116 | 0.06% | 0.04% | 28 | +142,467 | 33.31% | Q1 2026 | Apr 30, 2026 |
| Frontier Asset Management, LLC | History | Added to | 499,647 | 20,255 | 4.25% | 4.12% | 29 | +16,814 | 3.48% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 493,235 | 19,995 | 0.29% | 0.21% | 30 | +118,017 | 31.45% | Q1 2026 | May 13, 2026 |
| MOR Wealth Management, LLC | History | Added to | 458,617 | 18,592 | 8.53% | 7.62% | 31 | +5,890 | 1.3% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 437,681 | 17,744 | 0.04% | 0.02% | 32 | +171,132 | 64.2% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Added to | 408,306 | 16,724 | 4.64% | 4.37% | 33 | +612 | 0.15% | Q1 2026 | May 06, 2026 |
| Curran Financial Partners, LLC | History | Added to | 375,882 | 15,238 | 2.73% | 2.47% | 34 | +21,987 | 6.21% | Q1 2026 | Apr 15, 2026 |
| Horizon Investments, LLC | History | New | 365,048 | 14,799 | 0.17% | — | 35 | +365,048 | New | Q1 2026 | May 14, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 363,099 | 14,720 | 6.29% | 5.77% | 36 | -17,345 | -4.56% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 352,974 | 14,309 | 3.0% | 2.84% | 37 | +4,879 | 1.4% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 352,356 | 14,284 | 0.04% | 0.05% | 38 | -209,942 | -37.34% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 332,593 | 13,483 | 2.64% | 2.4% | 39 | -4,631 | -1.37% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 299,509 | 12,142 | 0.06% | 0.06% | 40 | -774 | -0.26% | Q1 2026 | May 08, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 272,281 | 11,038 | 9.06% | 8.12% | 41 | +5,697 | 2.14% | Q1 2026 | Apr 27, 2026 |
| Seros Financial, LLC | History | New | 269,612 | 10,930 | 6.96% | — | 42 | +269,612 | New | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 260,765 | 10,571 | 0.11% | — | 43 | +260,765 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 258,630 | 10,484 | 0.01% | 0.01% | 44 | +27,603 | 11.95% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 254,613 | 10,322 | 0.78% | 0.7% | 45 | +10,528 | 4.31% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 245,616 | 9,957 | 0.11% | 0.04% | 46 | +147,980 | 151.56% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 242,208 | 9,923 | 0.26% | 0.28% | 47 | +63,158 | 35.27% | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 244,196 | 9,899 | 2.02% | 1.86% | 48 | +3,196 | 1.33% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 216,226 | 8,644 | 0.0% | 0.0% | 49 | +77,650 | 56.03% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 208,473 | 8,451 | 0.05% | 0.04% | 50 | +29,707 | 16.62% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 208,456 | 8,450 | 0.14% | 0.21% | 51 | -144,824 | -40.99% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 205,823 | 8,344 | 2.31% | 1.45% | 52 | +68,888 | 50.31% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | Added to | 202,311 | 8,201 | 0.78% | 0.67% | 53 | +13,889 | 7.37% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 196,061 | 7,948 | 0.09% | 0.08% | 54 | +6,318 | 3.33% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 181,940 | 7,499 | 0.42% | 0.02% | 55 | +174,585 | 2373.69% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 174,972 | 7,142 | 0.01% | 0.01% | 56 | -22,013 | -11.17% | Q1 2026 | Apr 08, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 174,665 | 7,080 | 2.96% | 2.88% | 57 | +9,683 | 5.87% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 174,514 | 7,074 | 0.03% | 0.01% | 58 | +78,876 | 82.47% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 171,465 | 6,951 | 0.51% | 0.37% | 59 | +36,685 | 27.22% | Q1 2026 | May 05, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 170,711 | 6,920 | 4.62% | 3.92% | 60 | +8,750 | 5.4% | Q1 2026 | Apr 21, 2026 |
| Montis Financial, LLC | History | Added to | 167,601 | 6,794 | 1.41% | 1.21% | 61 | +1,877 | 1.13% | Q1 2026 | May 11, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 165,056 | 6,691 | 5.07% | 5.38% | 62 | -9,287 | -5.33% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 162,105 | 6,571 | 0.08% | 0.07% | 63 | +35,045 | 27.58% | Q1 2026 | Apr 23, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 160,220 | 6,495 | 1.57% | 1.1% | 64 | +46,962 | 41.46% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 154,367 | 6,258 | 0.14% | 0.13% | 65 | -3,297 | -2.09% | Q1 2026 | May 15, 2026 |
| CROBAN | History | Added to | 152,198 | 6,169 | 2.9% | 1.62% | 66 | +60,733 | 66.4% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Reduced | 151,403 | 6,137 | 2.67% | 2.59% | 67 | -9,086 | -5.66% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 144,133 | 5,843 | 0.04% | 0.04% | 68 | -41,523 | -22.37% | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 137,674 | 5,581 | 0.62% | 0.54% | 69 | +6,194 | 4.71% | Q1 2026 | May 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 132,489 | 5,428 | 2.81% | 3.05% | 70 | +5,296 | 4.16% | Q1 2026 | May 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 132,854 | 5,385 | 0.39% | 0.21% | 71 | +48,555 | 57.6% | Q1 2026 | Apr 20, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 132,556 | 5,373 | 2.86% | 2.99% | 72 | -4,694 | -3.42% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 130,360 | 5,284 | 0.01% | 0.0% | 73 | +28,684 | 28.21% | Q1 2026 | May 15, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 127,791 | 5,180 | 3.34% | 3.0% | 74 | +8,308 | 6.95% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 125,142 | 5,073 | 0.18% | 0.15% | 75 | +10,940 | 9.58% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 122,451 | 4,964 | 0.01% | 0.01% | 76 | +31,200 | 34.19% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 121,256 | 4,915 | 0.74% | 0.51% | 77 | +29,497 | 32.15% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 118,604 | 4,808 | 2.07% | 2.04% | 78 | -3,461 | -2.84% | Q1 2026 | Apr 08, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 117,648 | 4,769 | 3.38% | 3.12% | 79 | +5,069 | 4.5% | Q1 2026 | Apr 29, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 115,788 | 4,694 | 2.61% | 2.36% | 80 | -2,550 | -2.15% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 114,792 | 4,653 | 0.1% | 0.09% | 81 | +2,159 | 1.92% | Q1 2026 | Apr 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 111,047 | 4,501 | 0.03% | 0.03% | 82 | -3,522 | -3.07% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 109,065 | 4,421 | 0.16% | 0.17% | 83 | -23,403 | -17.67% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 106,298 | 4,309 | 0.17% | 0.11% | 84 | +79,705 | 299.72% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 100,673 | 4,081 | 0.08% | 0.07% | 85 | +7,777 | 8.37% | Q1 2026 | Apr 15, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 100,135 | 4,059 | 3.15% | 2.72% | 86 | +9,503 | 10.49% | Q1 2026 | Apr 07, 2026 |
| Envision Financial Transparency, LLC | History | New | 99,656 | 4,040 | 3.93% | — | 87 | +99,656 | New | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | Added to | 96,216 | 3,900 | 0.22% | 0.19% | 88 | +2,241 | 2.38% | Q1 2026 | May 07, 2026 |
| Asset One Wealth Management LLC | History | Added to | 93,730 | 3,784 | 0.42% | 0.48% | 89 | +3,628 | 4.03% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 89,965 | 3,647 | 0.86% | 1.26% | 90 | -42,212 | -31.94% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 83,977 | 3,404 | 0.13% | 0.1% | 91 | +10,618 | 14.47% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Added to | 83,859 | 3,399 | 0.57% | 0.44% | 92 | +19,578 | 30.46% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 81,622 | 3,308 | 0.05% | 0.05% | 93 | +20,392 | 33.3% | Q1 2026 | May 15, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 78,231 | 3,171 | 1.95% | 1.41% | 94 | +15,269 | 24.25% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 78,522 | 3,130 | 0.87% | 0.84% | 95 | +898 | 1.16% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 76,388 | 3,096 | 0.25% | 0.18% | 96 | +15,027 | 24.49% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 73,095 | 3,010 | 0.29% | 0.3% | 97 | +3,728 | 5.37% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 72,777 | 2,950 | 1.92% | 1.34% | 98 | +19,660 | 37.01% | Q1 2026 | Apr 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 71,955 | 2,917 | 1.89% | 1.75% | 99 | +5,017 | 7.49% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 71,047 | 2,880 | 0.08% | 0.08% | 100 | +212 | 0.3% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 69,664 | 2,824 | 1.89% | 1.83% | 101 | +3,740 | 5.67% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 67,888 | 2,752 | 0.1% | 0.01% | 102 | +59,040 | 667.27% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 64,409 | 2,611 | 0.47% | 0.4% | 103 | +7,060 | 12.31% | Q1 2026 | May 11, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 63,949 | 2,592 | 1.13% | 0.91% | 104 | +6,058 | 10.46% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 63,421 | 2,571 | 0.07% | 0.06% | 105 | +1,688 | 2.73% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 62,700 | 2,541 | 0.15% | 0.13% | 106 | +3,240 | 5.45% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 61,700 | 2,501 | 0.0% | 0.0% | 107 | -25,472 | -29.22% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 59,740 | 2,421 | 0.04% | 0.04% | 108 | -598 | -0.99% | Q1 2026 | Apr 10, 2026 |
| Sonoma Allocations LLC | History | Reduced | 57,468 | 2,344 | 0.81% | 0.79% | 109 | -4,228 | -6.85% | Q1 2026 | May 19, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 57,708 | 2,339 | 1.7% | 1.45% | 110 | +3,344 | 6.15% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 57,228 | 2,320 | 0.01% | 0.01% | 111 | +15,701 | 37.81% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Added to | 56,729 | 2,299 | 1.84% | 1.69% | 112 | +271 | 0.48% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 56,676 | 2,297 | 0.07% | 0.07% | 113 | -53 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Provident Wealth Management, LLC | History | Added to | 55,461 | 2,248 | 0.68% | 0.55% | 114 | +5,073 | 10.07% | Q1 2026 | Apr 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 53,964 | 2,187 | 0.25% | 0.23% | 115 | -1,820 | -3.26% | Q1 2026 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 53,691 | 2,176 | 0.08% | 0.06% | 116 | +10,533 | 24.41% | Q1 2026 | May 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 52,869 | 2,143 | 0.37% | 0.3% | 117 | +4,622 | 9.58% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 52,179 | 2,115 | 0.03% | 0.02% | 118 | +22,187 | 73.98% | Q1 2026 | May 18, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 52,139 | 2,113 | 0.44% | 0.48% | 119 | -6,341 | -10.84% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 51,465 | 2,086 | 0.03% | 0.01% | 120 | +25,520 | 98.36% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 51,446 | 2,085 | 0.1% | 0.1% | 121 | -5,178 | -9.14% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 50,282 | 2,038 | 0.03% | 0.02% | 122 | +16,240 | 47.71% | Q1 2026 | Apr 22, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 48,516 | 1,966 | 0.15% | 0.13% | 123 | -454 | -0.93% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 47,271 | 1,916 | 0.02% | 0.02% | 124 | +8,722 | 22.63% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 45,293 | 1,836 | 0.0% | 0.0% | 125 | +32,682 | 259.15% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 45,004 | 1,824 | 0.04% | 0.03% | 126 | +3,533 | 8.52% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 44,898 | 1,820 | 0.14% | 0.14% | 127 | -827 | -1.81% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 44,817 | 1,817 | 0.05% | 0.04% | 128 | +7,686 | 20.7% | Q1 2026 | Apr 21, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 44,256 | 1,794 | 0.92% | 0.59% | 129 | +11,012 | 33.12% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 43,835 | 1,777 | 0.97% | 0.78% | 130 | +5,027 | 12.95% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 42,578 | 1,726 | 0.07% | 0.08% | 131 | -12,498 | -22.69% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 41,987 | 1,702 | 0.01% | 0.01% | 132 | +99 | 0.24% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 41,674 | 1,689 | 0.0% | 0.0% | 133 | +3,153 | 8.19% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,648 | 1,680 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 40,246 | 1,635 | 0.09% | 0.07% | 135 | +1,739 | 4.52% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 40,244 | 1,631 | 0.0% | 0.0% | 136 | +4,417 | 12.33% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,317 | 1,600 | 0.02% | 0.01% | 137 | +2,907 | 7.98% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 39,266 | 1,591 | 0.0% | 0.0% | 138 | +5,552 | 16.47% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 38,829 | 1,574 | 0.01% | 0.0% | 139 | +10,043 | 34.89% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 35,350 | 1,433 | 0.06% | 0.06% | 140 | -248 | -0.7% | Q1 2026 | Apr 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 35,060 | 1,421 | 0.02% | 0.02% | 141 | -7,702 | -18.01% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,955 | 1,417 | 0.05% | 0.03% | 142 | +6,245 | 21.75% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 34,389 | 1,394 | 0.58% | 0.39% | 143 | +3,803 | 12.43% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 33,730 | 1,361 | 0.02% | — | 144 | +33,730 | New | Q1 2026 | May 01, 2026 |
| Valued Retirements, Inc. | History | Added to | 30,637 | 1,242 | 1.21% | 1.06% | 145 | +1,331 | 4.54% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 30,378 | 1,231 | 0.14% | 0.13% | 146 | +7 | 0.02% | Q1 2026 | May 06, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 30,280 | 1,227 | 1.0% | 0.82% | 147 | +3,113 | 11.46% | Q1 2026 | May 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 30,160 | 1,222 | 0.65% | 0.53% | 148 | +4,182 | 16.1% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Reduced | 30,118 | 1,220 | 0.23% | 0.38% | 149 | -23,466 | -43.79% | Q1 2026 | May 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 29,629 | 1,201 | 0.13% | 0.12% | 150 | +846 | 2.94% | Q1 2026 | May 04, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 28,834 | 1,168 | 0.66% | 0.64% | 151 | +1,295 | 4.7% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 31,660 | 1,165 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 28,703 | 1,163 | 0.03% | 0.02% | 153 | +4,271 | 17.48% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Added to | 28,475 | 1,154 | 0.01% | 0.01% | 154 | +1,435 | 5.31% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 27,768 | 1,125 | 0.12% | 0.11% | 155 | +130 | 0.47% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,813 | 1,086 | 0.01% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 26,366 | 1,068 | 0.06% | 0.06% | 157 | -1,877 | -6.65% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 25,934 | 1,051 | 0.25% | 0.12% | 158 | +12,730 | 96.41% | Q1 2026 | Apr 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 25,790 | 1,045 | 0.09% | 0.06% | 159 | +17 | 0.07% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 24,564 | 995 | 0.0% | 0.0% | 160 | +9,136 | 59.22% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 24,411 | 990 | 0.05% | 0.01% | 161 | +20,013 | 455.05% | Q1 2026 | May 18, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 24,231 | 982 | 0.39% | 0.39% | 162 | -499 | -2.02% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 24,051 | 975 | 0.05% | 0.04% | 163 | +4,074 | 20.39% | Q1 2026 | Apr 15, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 23,864 | 967 | 0.35% | 0.14% | 164 | +14,025 | 142.54% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 23,536 | 964 | 0.16% | 0.15% | 165 | -69 | -0.29% | Q1 2026 | May 08, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 23,409 | 949 | 0.08% | 0.06% | 166 | +3,063 | 15.05% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 23,075 | 935 | 0.21% | 0.08% | 167 | +13,503 | 141.07% | Q1 2026 | Apr 10, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 22,468 | 910 | 0.05% | 0.08% | 168 | -1,027 | -4.37% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 21,974 | 890 | 0.0% | 0.0% | 169 | +18,090 | 465.76% | Q1 2026 | May 11, 2026 |
| True Vision MN LLC | History | Added to | 21,791 | 883 | 0.46% | 0.37% | 170 | +2,023 | 10.23% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,731 | 840 | 0.01% | 0.0% | 171 | +14,425 | 228.75% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,592 | 834 | 0.01% | 0.01% | 172 | -444 | -2.11% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 20,070 | 813 | 0.03% | — | 173 | +20,070 | New | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 19,641 | 796 | 0.26% | 0.27% | 174 | -2,075 | -9.56% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,473 | 789 | 0.01% | 0.01% | 175 | +131 | 0.68% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,368 | 785 | 0.03% | 0.03% | 176 | +3,720 | 23.77% | Q1 2026 | May 19, 2026 |
| PFG Investments, LLC | History | Added to | 19,333 | 783 | 0.04% | 0.03% | 177 | +2,926 | 17.83% | Q1 2026 | Apr 27, 2026 |
| Nautilus Advisors LLC | History | Added to | 19,067 | 772 | 0.53% | 0.42% | 178 | +1,462 | 8.3% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | Added to | 18,373 | 744 | 0.0% | 0.0% | 179 | +603 | 3.39% | Q1 2026 | May 14, 2026 |
| BFI Infinity Ltd. | History | Reduced | 18,258 | 739 | 0.41% | 0.45% | 180 | -1,455 | -7.38% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,546 | 711 | 0.0% | 0.0% | 181 | +763 | 4.55% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 18,999 | 699 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 15,787 | 640 | 0.79% | 1.47% | 183 | -16,654 | -51.34% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 15,758 | 638 | 0.04% | 0.02% | 184 | +4,939 | 45.65% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,512 | 628 | 0.0% | 0.0% | 185 | +302 | 1.99% | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 14,910 | 604 | 0.05% | 0.04% | 186 | +671 | 4.71% | Q1 2026 | Apr 10, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,631 | 596 | 0.04% | 0.06% | 187 | -9,892 | -40.34% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 14,725 | 596 | 0.04% | 0.03% | 188 | +4,166 | 39.45% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Added to | 14,381 | 583 | 0.0% | 0.0% | 189 | +514 | 3.71% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,920 | 564 | 0.03% | 0.02% | 190 | +1,420 | 11.36% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,671 | 554 | 0.0% | 0.0% | 191 | +1,860 | 15.75% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Added to | 13,474 | 546 | 0.05% | 0.05% | 192 | +1,859 | 16.01% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,437 | 544 | 0.01% | 0.01% | 193 | -1,500 | -10.04% | Q1 2026 | May 12, 2026 |
| Park Square Financial Group, LLC | History | Added to | 12,718 | 515 | 3.91% | 0.2% | 194 | +11,613 | 1050.95% | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 12,487 | 506 | 0.19% | 0.12% | 195 | +3,565 | 39.96% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | New | 12,322 | 504 | 0.04% | — | 197 | +12,322 | New | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,433 | 504 | 0.01% | 0.01% | 196 | -16 | -0.13% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,369 | 500 | 0.04% | 0.03% | 198 | -2,940 | -19.2% | Q1 2026 | May 20, 2026 |
| Dentgroup LLC | History | No change | 13,427 | 494 | 0.34% | 0.34% | 199 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 12,042 | 488 | 0.0% | 0.0% | 200 | -958 | -7.37% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 11,907 | 482 | 0.43% | 0.4% | 201 | -685 | -5.44% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,188 | 454 | 0.0% | 0.0% | 202 | +555 | 5.22% | Q1 2026 | Apr 07, 2026 |
| ProVise Management Group, LLC | History | Added to | 10,945 | 443 | 0.03% | 0.02% | 203 | +2,656 | 32.04% | Q1 2026 | May 06, 2026 |
| Pasadena Private Wealth, LLC | History | New | 10,668 | 432 | 0.06% | — | 204 | +10,668 | New | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 10,689 | 431 | 0.03% | 0.89% | 205 | -342,292 | -96.97% | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,699 | 430 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,521 | 426 | 0.04% | 0.03% | 207 | +1,035 | 10.91% | Q1 2026 | Apr 30, 2026 |
| LexAurum Advisors, LLC | History | New | 10,290 | 417 | 0.05% | — | 208 | +10,290 | New | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,217 | 414 | 0.02% | 0.02% | 209 | -775 | -7.05% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 10,211 | 413 | 0.05% | — | 210 | +10,211 | New | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 9,987 | 404 | 0.0% | 0.0% | 211 | +1,131 | 12.77% | Q1 2026 | May 15, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 9,831 | 398 | 0.41% | — | 212 | +9,831 | New | Q1 2026 | Apr 23, 2026 |
| Clarus Group, Inc. | History | No change | 9,725 | 394 | 0.14% | 0.13% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | Reduced | 9,332 | 378 | 0.06% | 0.07% | 214 | -2,192 | -19.02% | Q1 2026 | Apr 17, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,310 | 377 | 0.04% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | No change | 9,143 | 370 | 0.15% | 0.14% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Retireful, LLC | History | New | 8,960 | 361 | 0.51% | — | 217 | +8,960 | New | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 8,686 | 353 | 0.01% | 0.01% | 218 | +2,869 | 49.32% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,697 | 352 | 0.0% | — | 220 | +8,697 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 8,700 | 352 | 0.02% | 0.02% | 219 | +182 | 2.14% | Q1 2026 | Apr 30, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 8,406 | 340 | 0.08% | — | 221 | +8,406 | New | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Reduced | 8,325 | 337 | 0.01% | 0.02% | 222 | -4,519 | -35.18% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 7,945 | 322 | 0.02% | 0.02% | 224 | +945 | 13.5% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,957 | 322 | 0.02% | 0.02% | 223 | -350 | -4.21% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,914 | 320 | 0.0% | 0.01% | 225 | -10,961 | -58.07% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,858 | 318 | 0.02% | 0.02% | 226 | -30 | -0.38% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 7,658 | 310 | 0.01% | — | 228 | +7,658 | New | Q1 2026 | May 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 7,665 | 310 | 0.02% | 0.02% | 227 | +551 | 7.75% | Q1 2026 | May 13, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 7,634 | 309 | 0.26% | 0.21% | 229 | +676 | 9.72% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Added to | 6,835 | 277 | 0.06% | 0.03% | 230 | +2,702 | 65.38% | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | Reduced | 6,703 | 271 | 0.15% | 0.44% | 231 | -14,876 | -68.94% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | New | 6,578 | 266 | 0.0% | — | 233 | +6,578 | New | Q1 2026 | May 05, 2026 |
| Encompass More Asset Management | History | Added to | 6,566 | 266 | 0.04% | 0.04% | 232 | +912 | 16.13% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 6,549 | 265 | 0.0% | 0.0% | 234 | +2,025 | 44.76% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,430 | 260 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,248 | 253 | 0.03% | 0.03% | 236 | -500 | -7.41% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,154 | 249 | 0.0% | — | 237 | +6,154 | New | Q1 2026 | May 15, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | New | 6,100 | 247 | 0.14% | — | 238 | +6,100 | New | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,013 | 243 | 0.0% | 0.01% | 239 | -5,426 | -47.43% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,932 | 240 | 0.06% | 0.07% | 240 | -774 | -11.54% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,887 | 238 | 0.0% | 0.0% | 241 | +11 | 0.19% | Q1 2026 | Apr 15, 2026 |
| OxenFree Capital LLC | History | New | 5,383 | 219 | 0.11% | — | 242 | +5,383 | New | Q1 2026 | Apr 16, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 5,313 | 215 | 0.11% | — | 243 | +5,313 | New | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | New | 5,290 | 214 | 0.0% | — | 245 | +5,290 | New | Q1 2026 | May 06, 2026 |
| Fortitude Financial, LLC | History | Reduced | 5,291 | 214 | 0.11% | 0.17% | 244 | -213 | -3.87% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 5,208 | 211 | 0.01% | — | 246 | +5,208 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,181 | 210 | 0.0% | 0.0% | 247 | -1,165 | -18.36% | Q1 2026 | Apr 28, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 5,112 | 207 | 0.16% | — | 248 | +5,112 | New | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 5,014 | 203 | 0.01% | — | 249 | +5,014 | New | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | New | 4,963 | 201 | 0.0% | — | 250 | +4,963 | New | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,939 | 200 | 0.0% | — | 251 | +4,939 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,927 | 199 | 0.0% | 0.0% | 252 | +743 | 17.76% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Reduced | 4,009 | 162 | 0.02% | 0.02% | 253 | -13 | -0.32% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,789 | 153 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | New | 3,563 | 144 | 0.03% | — | 255 | +3,563 | New | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | No change | 3,360 | 136 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3,309 | 134 | 0.09% | — | 258 | +3,309 | New | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,319 | 134 | 0.05% | 0.04% | 257 | +13 | 0.39% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | New | 2,933 | 119 | 0.01% | — | 259 | +2,933 | New | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,920 | 118 | 0.0% | 0.0% | 260 | -90 | -2.99% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,970 | 109 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 1,420 | 57 | 0.0% | 0.0% | 262 | -10,078 | -87.65% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,363 | 55 | 0.0% | 0.0% | 263 | +1,000 | 275.48% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 1,200 | 48 | 0.0% | 0.0% | 264 | +400 | 50.0% | Q1 2026 | May 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,200 | 48 | 0.05% | 0.04% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,100 | 44 | 0.01% | 0.01% | 266 | +100 | 10.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 991 | 40 | 0.0% | 0.0% | 267 | +3 | 0.3% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,001 | 40 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | New | 825 | 33 | 0.02% | — | 269 | +825 | New | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 671 | 27 | 0.0% | 0.0% | 270 | -247 | -26.91% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 500 | 20 | 0.0% | — | 271 | +500 | New | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 467 | 17 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | New | 400 | 16 | 0.0% | — | 274 | +400 | New | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | No change | 400 | 16 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 304 | 12 | 0.0% | 0.0% | 275 | -885 | -74.43% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | No change | 300 | 12 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 289 | 11 | 0.01% | — | 278 | +289 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 276 | 11 | 0.0% | — | 277 | +276 | New | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | New | 265 | 10 | 0.0% | — | 281 | +265 | New | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 254 | 10 | 0.0% | 0.0% | 280 | -37 | -12.71% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 265 | 10 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | New | 211 | 8 | 0.0% | — | 283 | +211 | New | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 210 | 8 | 0.0% | 0.0% | 282 | +100 | 90.91% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 150 | 6 | 0.0% | — | 284 | +150 | New | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 144 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 110 | 4 | 0.0% | 0.0% | 287 | +40 | 57.14% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 98 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | New | 79 | 3 | 0.0% | — | 288 | +79 | New | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 79 | 3 | 0.0% | — | 289 | +79 | New | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | New | 70 | 2 | 0.0% | — | 293 | +70 | New | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 69 | 2 | 0.0% | — | 292 | +69 | New | Q1 2026 | May 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 291 | -26 | -32.91% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 60 | 2 | 0.0% | 0.0% | 290 | +20 | 50.0% | Q1 2026 | Apr 07, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 34 | 1 | 0.0% | 0.0% | 295 | +6 | 21.43% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -47,025 | -100.0% | Q1 2026 | Apr 17, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -34,699 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -33,871 | -100.0% | Q1 2026 | May 01, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -28,684 | -100.0% | Q1 2026 | May 08, 2026 |