Nuveen Quality Municipal Income Fund - NAD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | New | 3,419 | 297,845 | 4.71% | — | 1 | +3,419 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 6,636,515 | 76,319 | 0.0% | 0.01% | 2 | -542,777 | -7.56% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 3,189,228 | 36,676 | 0.01% | 0.01% | 3 | -354,082 | -9.99% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,068,531 | 35,288 | 0.27% | 0.22% | 4 | +495,633 | 19.26% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,633,657 | 30,287 | 0.01% | 0.01% | 5 | -4,011 | -0.15% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,518,933 | 28,967 | 0.0% | 0.0% | 6 | -121,674 | -4.61% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,499,745 | 28,747 | 0.01% | 0.01% | 7 | +55,205 | 2.26% | Q1 2026 | May 11, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 1,379,726 | 15,866 | 2.02% | 2.03% | 8 | +17,705 | 1.3% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,226,229 | 14,087 | 0.0% | 0.0% | 9 | +201,383 | 19.65% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,222,601 | 14,059 | 0.0% | 0.0% | 10 | +269,268 | 28.24% | Q1 2026 | May 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,110,476 | 12,770 | 0.01% | 0.01% | 11 | -65,692 | -5.59% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 962,548 | 11,070 | 0.0% | 0.0% | 12 | +62,641 | 6.96% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 927,745 | 10,669 | 0.36% | 0.29% | 13 | +233,031 | 33.54% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 847,426 | 9,745 | 0.92% | 1.01% | 14 | -31,030 | -3.53% | Q1 2026 | May 04, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 741,692 | 8,581 | 3.34% | 3.36% | 15 | +52,345 | 7.59% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 730,592 | 8,401 | 0.01% | 0.01% | 16 | +35,830 | 5.16% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 675,745 | 7,771 | 0.01% | 0.01% | 17 | +28,591 | 4.42% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Reduced | 98,131 | 7,566 | 0.96% | 0.69% | 18 | -385,439 | -79.71% | Q1 2026 | Apr 30, 2026 |
| Congress Park Capital LLC | History | No change | 601,000 | 6,911 | 2.12% | 2.16% | 19 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 491,539 | 5,652 | 0.09% | 0.1% | 20 | -19,810 | -3.87% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 419,700 | 4,826 | 0.01% | 0.01% | 21 | -25,432 | -5.71% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 416,376 | 4,788 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Melone Private Wealth, LLC | History | Added to | 402,537 | 4,629 | 1.89% | 1.48% | 23 | +112,954 | 39.01% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 369,614 | 4,250 | 0.01% | 0.01% | 24 | +41,063 | 12.5% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 327,123 | 3,762 | 0.01% | 0.01% | 25 | -5,000 | -1.51% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 307,901 | 3,540 | 0.05% | 0.06% | 26 | -20,927 | -6.36% | Q1 2026 | Apr 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 300,646 | 3,457 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Palogic Value Management, L.P. | History | Added to | 300,411 | 3,452 | 1.46% | 1.38% | 28 | +24,766 | 8.98% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 296,999 | 3,415 | 0.29% | 1.73% | 29 | -2,254,168 | -88.36% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 242,844 | 2,793 | 0.01% | 0.01% | 30 | +4,986 | 2.1% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 233,576 | 2,686 | 0.03% | 0.02% | 31 | +22,978 | 10.91% | Q1 2026 | May 08, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 231,852 | 2,666 | 0.05% | 0.06% | 32 | -13,250 | -5.41% | Q1 2026 | May 13, 2026 |
| Fiera Capital Corp | History | New | 221,624 | 2,548 | 0.01% | — | 33 | +221,624 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 210,856 | 2,424 | 0.0% | 0.0% | 34 | -7,815 | -3.57% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 206,994 | 2,380 | 0.0% | 0.0% | 35 | -11,829 | -5.41% | Q1 2026 | May 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 201,498 | 2,317 | 0.98% | 0.21% | 36 | +160,026 | 385.87% | Q1 2026 | Apr 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 198,572 | 2,283 | 0.66% | 0.72% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 191,253 | 2,199 | 0.01% | 0.01% | 38 | -4,258 | -2.18% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 191,144 | 2,198 | 0.01% | 0.01% | 39 | +82,656 | 76.19% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 186,831 | 2,148 | 0.01% | 0.01% | 40 | +7,942 | 4.44% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 186,590 | 2,145 | 0.0% | 0.0% | 41 | -70,630 | -27.46% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | No change | 183,334 | 2,108 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 178,542 | 2,053 | 0.04% | 0.05% | 43 | +909 | 0.51% | Q1 2026 | May 01, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 173,673 | 1,998 | 0.53% | 0.52% | 44 | +13,852 | 8.67% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 162,423 | 1,867 | 0.02% | 0.03% | 45 | +446 | 0.28% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 159,227 | 1,831 | 0.01% | 0.01% | 46 | -1,984 | -1.23% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 156,578 | 1,800 | 0.0% | 0.0% | 47 | -28,208 | -15.27% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 152,794 | 1,757 | 0.27% | 0.46% | 48 | -88,943 | -36.79% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | Reduced | 133,148 | 1,531 | 0.12% | 0.14% | 49 | -4,938 | -3.58% | Q1 2026 | Apr 16, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 127,683 | 1,468 | 0.14% | 0.16% | 50 | -4,605 | -3.48% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 124,369 | 1,461 | 0.03% | 0.03% | 51 | -14,098 | -10.18% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 125,791 | 1,446 | 0.02% | 0.02% | 52 | +400 | 0.32% | Q1 2026 | Apr 14, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 124,805 | 1,435 | 0.92% | 0.8% | 53 | +24,901 | 24.92% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 123,172 | 1,416 | 0.19% | 0.19% | 54 | +9,054 | 7.93% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 118,897 | 1,367 | 0.02% | 0.02% | 55 | +8,385 | 7.59% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 118,640 | 1,364 | 0.08% | 0.08% | 56 | +53 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 115,422 | 1,327 | 0.44% | 0.48% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 114,866 | 1,320 | 0.12% | 0.15% | 58 | +1,714 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 111,977 | 1,287 | 0.0% | 0.0% | 59 | -12,028 | -9.7% | Q1 2026 | May 14, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 110,000 | 1,265 | 0.57% | 0.5% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 105,547 | 1,213 | 0.01% | 0.01% | 61 | +10,966 | 11.59% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 103,138 | 1,186 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Everstar Asset Management, LLC | History | New | 100,170 | 1,151 | 0.61% | — | 63 | +100,170 | New | Q1 2026 | Apr 16, 2026 |
| KIM, LLC | History | No change | 100,000 | 1,150 | 0.12% | 0.1% | 64 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 96,370 | 1,108 | 0.02% | — | 65 | +96,370 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 93,878 | 1,086 | 0.01% | 0.02% | 66 | +4,685 | 5.25% | Q1 2026 | May 15, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 92,301 | 1,061 | 0.34% | 0.29% | 67 | -405 | -0.44% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 88,372 | 1,016 | 0.0% | 0.01% | 68 | -376,028 | -80.97% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 85,217 | 979 | 0.03% | 0.03% | 69 | +2,100 | 2.53% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 84,886 | 976 | 0.01% | 0.01% | 70 | -283 | -0.33% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 83,915 | 965 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 79,639 | 915 | 0.19% | 0.21% | 72 | +464 | 0.59% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 76,682 | 884 | 0.0% | 0.0% | 73 | +26,044 | 51.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 74,942 | 861 | 0.0% | 0.0% | 74 | -3,829 | -4.86% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 74,407 | 855 | 0.01% | 0.01% | 75 | +8,775 | 13.37% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 74,339 | 854 | 0.01% | 0.01% | 76 | +27,863 | 59.95% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 74,219 | 853 | 0.06% | 0.11% | 77 | -43,746 | -37.08% | Q1 2026 | May 05, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 70,519 | 810 | 0.25% | 0.18% | 78 | +19,853 | 39.18% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,026 | 770 | 0.0% | 0.0% | 79 | +6,071 | 9.96% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 66,947 | 769 | 0.16% | 0.17% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 65,659 | 755 | 0.01% | 0.01% | 81 | +14,584 | 28.55% | Q1 2026 | Apr 20, 2026 |
| Concorde Asset Management, LLC | History | No change | 62,096 | 746 | 0.3% | 0.3% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 63,042 | 724 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 59,057 | 709 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 60,611 | 697 | 0.11% | 0.06% | 85 | +31,909 | 111.17% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 58,544 | 673 | 0.01% | 0.01% | 86 | +8,512 | 17.01% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 57,655 | 663 | 0.0% | 0.0% | 87 | -2,875 | -4.75% | Q1 2026 | May 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 57,144 | 657 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 53,711 | 617 | 0.32% | 0.31% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 53,407 | 614 | 0.0% | 0.0% | 90 | -1,056 | -1.94% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,158 | 577 | 0.01% | 0.01% | 91 | +3,378 | 7.38% | Q1 2026 | Apr 07, 2026 |
| Wealth Care LLC | History | New | 50,000 | 575 | 0.51% | — | 92 | +50,000 | New | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 49,946 | 574 | 0.01% | 0.01% | 94 | +170 | 0.34% | Q1 2026 | Apr 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 49,950 | 574 | 0.39% | 0.37% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,434 | 568 | 0.0% | 0.0% | 95 | +39,871 | 416.93% | Q1 2026 | May 01, 2026 |
| Realta Investment Advisors | History | No change | 48,897 | 562 | 0.19% | 0.19% | 96 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 47,436 | 545 | 0.02% | 0.01% | 97 | +27,639 | 139.61% | Q1 2026 | Apr 07, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 44,372 | 510 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 43,275 | 497 | 0.0% | 0.0% | 99 | +8,268 | 23.62% | Q1 2026 | May 05, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 43,157 | 496 | 0.43% | 0.47% | 100 | -1,387 | -3.11% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 42,047 | 483 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunpointe, LLC | History | No change | 41,324 | 475 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| URS Advisory LLC | History | Added to | 41,160 | 473 | 0.35% | 0.34% | 104 | +6,750 | 19.62% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,162 | 473 | 0.0% | 0.0% | 103 | -965 | -2.29% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Added to | 41,005 | 471 | 0.02% | 0.01% | 105 | +13,638 | 49.83% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | No change | 40,747 | 468 | 0.06% | 0.07% | 106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 40,448 | 465 | 0.01% | 0.01% | 107 | +18,903 | 87.74% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,859 | 455 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 38,808 | 446 | 0.0% | — | 109 | +38,808 | New | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 38,406 | 441 | 0.25% | 0.27% | 110 | +22 | 0.06% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | Reduced | 37,694 | 433 | 0.02% | 0.02% | 111 | -2,036 | -5.12% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 37,253 | 428 | 0.0% | 0.0% | 112 | -52 | -0.14% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,618 | 421 | 0.0% | 0.0% | 113 | -606 | -1.63% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 35,045 | 405 | 0.01% | 0.01% | 114 | +660 | 1.92% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 34,110 | 392 | 0.01% | 0.01% | 115 | -28,977 | -45.93% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 33,970 | 390 | 0.18% | 0.17% | 116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 32,135 | 369 | 0.0% | 0.0% | 118 | -480 | -1.47% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,166 | 369 | 0.0% | 0.0% | 117 | -449 | -1.38% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 32,011 | 368 | 0.0% | — | 119 | +32,011 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,612 | 366 | 0.0% | 0.0% | 120 | -5,053 | -13.78% | Q1 2026 | Apr 08, 2026 |
| Summit Financial Consulting LLC | History | No change | 31,605 | 363 | 0.26% | 0.28% | 121 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Uptown Financial Advisors LLC | History | No change | 30,340 | 348 | 0.28% | 0.26% | 122 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 30,091 | 346 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 29,146 | 335 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 29,000 | 333 | 0.1% | 0.45% | 125 | -99,299 | -77.4% | Q1 2026 | Apr 28, 2026 |
| Gould Capital, LLC | History | Reduced | 28,689 | 329 | 0.2% | 0.22% | 126 | -685 | -2.33% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 28,586 | 328 | 0.0% | 0.0% | 127 | -9,408 | -24.76% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,302 | 325 | 0.01% | 0.01% | 128 | +147 | 0.52% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 27,473 | 323 | 0.01% | 0.01% | 129 | -918 | -3.23% | Q1 2026 | May 04, 2026 |
| NOMURA HOLDINGS INC | History | New | 28,000 | 322 | 0.0% | — | 130 | +28,000 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 27,944 | 321 | 0.0% | — | 131 | +27,944 | New | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 26,322 | 302 | 0.02% | 0.01% | 132 | +12,363 | 88.57% | Q1 2026 | May 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,635 | 294 | 0.06% | 0.05% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,242 | 290 | 0.0% | 0.0% | 134 | +530 | 2.14% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | No change | 25,026 | 287 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 23,895 | 274 | 0.01% | 0.01% | 136 | -3,159 | -11.68% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,801 | 273 | 0.0% | 0.0% | 137 | +7,531 | 46.29% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 22,614 | 260 | 0.0% | 0.01% | 138 | -5,696 | -20.12% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 22,406 | 257 | 0.04% | 0.04% | 139 | +74 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 22,128 | 256 | 0.04% | 0.04% | 140 | +254 | 1.16% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 21,942 | 252 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 21,500 | 247 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 21,453 | 246 | 0.0% | 0.0% | 143 | +780 | 3.77% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 20,948 | 240 | 0.01% | 0.01% | 144 | +2,950 | 16.39% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,721 | 238 | 0.01% | 0.01% | 145 | +102 | 0.49% | Q1 2026 | Apr 20, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 20,620 | 237 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,340 | 233 | 0.0% | 0.0% | 147 | -6 | -0.03% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,000 | 230 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 19,865 | 228 | 0.0% | 0.0% | 149 | -2,978 | -13.04% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Reduced | 19,668 | 226 | 0.03% | 0.04% | 150 | -3,500 | -15.11% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 19,336 | 222 | 0.01% | 0.0% | 151 | +4,643 | 31.6% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 19,219 | 221 | 0.01% | 0.01% | 152 | -300 | -1.54% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 19,135 | 220 | 0.02% | 0.02% | 153 | +330 | 1.75% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,098 | 219 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,952 | 217 | 0.0% | 0.0% | 155 | -674 | -3.43% | Q1 2026 | Apr 20, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 18,638 | 214 | 0.02% | — | 156 | +18,638 | New | Q1 2026 | Apr 23, 2026 |
| Avestar Capital, LLC | History | New | 18,500 | 214 | 0.01% | — | 157 | +18,500 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,400 | 211 | 0.0% | 0.0% | 159 | +5,400 | 41.54% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 18,424 | 211 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | No change | 18,214 | 210 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 17,904 | 207 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ferguson Shapiro LLC | History | Added to | 17,875 | 205 | 0.06% | 0.07% | 162 | +205 | 1.16% | Q1 2026 | Apr 23, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 17,286 | 198 | 0.12% | 0.13% | 163 | +62 | 0.36% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 17,161 | 197 | 0.0% | — | 166 | +17,161 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 17,149 | 197 | 0.0% | 0.0% | 164 | +2,562 | 17.56% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,170 | 197 | 0.0% | 0.0% | 165 | +170 | 1.0% | Q1 2026 | May 13, 2026 |
| David J Yvars Group | History | New | 17,100 | 196 | 0.11% | — | 167 | +17,100 | New | Q1 2026 | Apr 08, 2026 |
| Ellis Investment Partners, LLC | History | New | 17,014 | 195 | 0.03% | — | 168 | +17,014 | New | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 16,921 | 194 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 16,787 | 193 | 0.1% | 0.11% | 170 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | No change | 16,604 | 190 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,967 | 184 | 0.11% | 0.12% | 172 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clark Asset Management, LLC | History | No change | 16,006 | 184 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Altus Wealth Group LLC | History | Added to | 15,832 | 182 | 0.07% | 0.05% | 174 | +5,600 | 54.73% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,483 | 181 | 0.01% | 0.01% | 175 | +17 | 0.11% | Q1 2026 | May 01, 2026 |
| Diligent Investors, LLC | History | Added to | 15,733 | 180 | 0.04% | 0.05% | 176 | +47 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Marex Group plc | History | Added to | 15,499 | 178 | 0.0% | 0.0% | 179 | +3,709 | 31.46% | Q1 2026 | May 13, 2026 |
| AmeriServ Wealth Advisors | History | No change | 15,504 | 178 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fruth Investment Management | History | No change | 15,493 | 178 | 0.04% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,451 | 177 | 0.0% | 0.0% | 180 | -4,262 | -21.62% | Q1 2026 | Apr 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 15,000 | 176 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 15,281 | 175 | 0.14% | 0.15% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 15,087 | 173 | 0.06% | 0.06% | 184 | +173 | 1.16% | Q1 2026 | Apr 16, 2026 |
| Curi Capital, LLC | History | No change | 15,000 | 173 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | New | 14,668 | 169 | 0.02% | — | 186 | +14,668 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 14,412 | 169 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,593 | 167 | 0.02% | 0.02% | 187 | +2,479 | 20.46% | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | Added to | 13,959 | 160 | 0.01% | 0.01% | 188 | +1,250 | 9.84% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Reduced | 13,814 | 159 | 0.01% | 0.07% | 190 | -130,693 | -90.44% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,840 | 159 | 0.0% | 0.0% | 189 | +508 | 3.81% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 13,804 | 158 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 13,721 | 157 | 0.12% | 0.1% | 192 | -108 | -0.78% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | No change | 13,410 | 154 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 13,589 | 152 | 0.01% | — | 194 | +13,589 | New | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,006 | 149 | 0.0% | — | 196 | +13,006 | New | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 13,025 | 149 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WESBANCO BANK INC | History | No change | 12,799 | 147 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | No change | 12,751 | 146 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 12,612 | 145 | 0.03% | 0.03% | 199 | +75 | 0.6% | Q1 2026 | May 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,654 | 145 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | New | 12,536 | 144 | 0.03% | — | 201 | +12,536 | New | Q1 2026 | Apr 24, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,246 | 142 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Canal Capital Management, LLC | History | New | 12,195 | 140 | 0.02% | — | 203 | +12,195 | New | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,050 | 138 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 11,417 | 132 | 0.0% | 0.01% | 205 | -29,632 | -72.19% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | New | 10,992 | 127 | 0.0% | — | 208 | +10,992 | New | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 11,052 | 127 | 0.04% | 0.04% | 207 | +127 | 1.16% | Q1 2026 | Apr 23, 2026 |
| Essex Bank | History | No change | 11,086 | 127 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,747 | 124 | 0.0% | 0.0% | 209 | -1,953 | -15.38% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | New | 10,630 | 122 | 0.04% | — | 210 | +10,630 | New | Q1 2026 | May 05, 2026 |
| Strategic Advisors LLC | History | No change | 10,589 | 121 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 10,417 | 119 | 0.06% | 0.06% | 212 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,293 | 118 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Carson Advisory Inc. | History | No change | 10,115 | 116 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 10,000 | 115 | 0.01% | — | 217 | +10,000 | New | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,000 | 115 | 0.0% | — | 218 | +10,000 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,037 | 115 | 0.01% | 0.01% | 215 | +3,265 | 48.21% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,000 | 115 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,881 | 113 | 0.01% | 0.01% | 219 | +1,079 | 12.26% | Q1 2026 | Apr 20, 2026 |
| Noble Wealth Management PBC | History | Added to | 9,697 | 111 | 0.06% | 0.02% | 220 | +6,464 | 199.94% | Q1 2026 | Apr 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 9,000 | 103 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 8,500 | 97 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,018 | 92 | 0.0% | 0.0% | 223 | +3,086 | 62.57% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 6,043 | 69 | 0.0% | — | 225 | +6,043 | New | Q1 2026 | May 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 69 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,856 | 67 | 0.0% | 0.0% | 226 | -520 | -8.16% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5,330 | 61 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Founders Capital Management | History | No change | 5,000 | 57 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | New | 4,000 | 46 | 0.0% | — | 229 | +4,000 | New | Q1 2026 | Apr 24, 2026 |
| Global Wealth Strategies & Associates | History | No change | 3,954 | 45 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Capital Analysts, LLC | History | Added to | 3,495 | 40 | 0.0% | 0.0% | 231 | +40 | 1.16% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 3,372 | 38 | 0.03% | 0.04% | 232 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,254 | 37 | 0.0% | 0.01% | 233 | -1,782 | -35.39% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,109 | 35 | 0.01% | — | 235 | +3,109 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,109 | 35 | 0.01% | 0.01% | 234 | -548 | -14.98% | Q1 2026 | May 13, 2026 |
| Community Financial Services Group, LLC | History | New | 2,975 | 34 | 0.01% | — | 238 | +2,975 | New | Q1 2026 | Apr 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,035 | 34 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 3,000 | 34 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,625 | 30 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,523 | 29 | 0.0% | 0.0% | 240 | +29 | 1.16% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,484 | 28 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hurley Capital, LLC | History | No change | 2,402 | 27 | 0.01% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Osbon Capital Management LLC | History | New | 2,337 | 26 | 0.02% | — | 243 | +2,337 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,207 | 25 | 0.0% | 0.0% | 244 | +10 | 0.46% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,183 | 25 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Added to | 1,936 | 22 | 0.0% | 0.0% | 246 | +22 | 1.15% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 1,877 | 21 | 0.0% | 0.0% | 247 | -410 | -17.93% | Q1 2026 | Apr 28, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,800 | 20 | 0.01% | — | 249 | +1,800 | New | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,800 | 20 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,689 | 19 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,611 | 18 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,534 | 17 | 0.0% | 0.01% | 253 | -4,339 | -73.88% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 1,553 | 17 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | Added to | 1,467 | 16 | 0.0% | 0.0% | 255 | +8 | 0.55% | Q1 2026 | Apr 13, 2026 |
| Towne Trust Company, N.A | History | No change | 1,446 | 16 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,470 | 16 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,175 | 13 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Penserra Capital Management LLC | History | New | 1,114 | 12 | 0.0% | — | 261 | +1,114 | New | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,095 | 12 | 0.0% | — | 263 | +1,095 | New | Q1 2026 | May 06, 2026 |
| Hanson & Doremus Investment Management | History | New | 1,028 | 12 | 0.0% | — | 260 | +1,028 | New | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | New | 1,003 | 12 | 0.0% | — | 262 | +1,003 | New | Q1 2026 | Apr 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,097 | 12 | 0.0% | 0.0% | 258 | +12 | 1.11% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,072 | 12 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 1,024 | 11 | 0.0% | — | 265 | +1,024 | New | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | New | 1,003 | 11 | 0.0% | — | 266 | +1,003 | New | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,020 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aspect Partners, LLC | History | No change | 941 | 10 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 795 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 669 | 7 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| MOTCO | History | No change | 675 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | New | 463 | 5 | 0.0% | — | 273 | +463 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 436 | 5 | 0.0% | 0.0% | 272 | -17 | -3.75% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 425 | 4 | 0.0% | 0.01% | 279 | -1,201 | -73.86% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 400 | 4 | 0.0% | 0.0% | 278 | -300 | -42.86% | Q1 2026 | Apr 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 419 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 349 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 393 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 430 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 296 | 3 | 0.0% | — | 281 | +296 | New | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 308 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Align Financial, LLC | History | Reduced | 244 | 2 | 0.0% | 0.0% | 283 | -2,689 | -91.68% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -371,835 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -339,680 | -100.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -268,500 | -100.0% | Q1 2026 | May 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -187,255 | -100.0% | Q1 2026 | May 11, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -104,326 | -100.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -49,160 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,814 | -100.0% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,814 | -100.0% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,735 | -100.0% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -27,585 | -100.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,112 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -19,048 | -100.0% | Q1 2026 | May 07, 2026 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.09% | — | -16,900 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Closed-End Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -14,125 | -100.0% | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,434 | -100.0% | Q1 2026 | May 12, 2026 |
| SMH CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.3% | — | -12,115 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,216 | -100.0% | Q1 2026 | May 11, 2026 |