Nuveen AMT-Free Quality Municipal Income Fund - NEA
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 | 9,909,270 | 111,281 | 0.01% | 0.01% | 1 | +209,158 | 2.16% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,112,598 | 34,954 | 0.27% | 0.21% | 2 | +642,666 | 26.02% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,006,210 | 33,759 | 0.01% | 0.01% | 3 | +410,683 | 15.82% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,781,673 | 31,238 | 0.01% | 0.01% | 4 | +52,465 | 1.92% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,758,842 | 19,751 | 0.66% | 0.71% | 5 | -14,699 | -0.83% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 1,734,834 | 19,482 | 0.0% | 0.0% | 6 | -60,748 | -3.38% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,531,576 | 17,199 | 0.0% | 0.0% | 7 | -91,840 | -5.66% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,447,515 | 16,255 | 0.0% | 0.0% | 8 | +277,695 | 23.74% | Q1 2026 | May 06, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 1,428,679 | 16,044 | 2.04% | 2.03% | 9 | +18,306 | 1.3% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,330,531 | 14,941 | 0.0% | 0.0% | 10 | +53,506 | 4.19% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,319,929 | 14,823 | 0.01% | 0.01% | 11 | -66,833 | -4.82% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,088,329 | 12,221 | 0.01% | 0.01% | 12 | +65,536 | 6.41% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,066,957 | 11,981 | 0.01% | 0.01% | 13 | -629 | -0.06% | Q1 2026 | May 05, 2026 |
| Congress Park Capital LLC | History | Reduced | 850,000 | 9,545 | 2.93% | 3.28% | 14 | -95,000 | -10.05% | Q1 2026 | Apr 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 711,737 | 7,992 | 3.26% | 3.22% | 15 | +59,845 | 9.18% | Q1 2026 | Apr 08, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 678,395 | 7,664 | 2.99% | 3.04% | 16 | +33,928 | 5.26% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 674,328 | 7,572 | 0.01% | 0.01% | 17 | +45,301 | 7.2% | Q1 2026 | Apr 27, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 642,062 | 7,210 | 3.45% | 3.46% | 18 | -6,755 | -1.04% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 572,063 | 6,424 | 0.01% | 0.01% | 19 | +103,925 | 22.2% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 541,993 | 6,086 | 0.01% | 0.01% | 20 | +18,827 | 3.6% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 444,556 | 4,992 | 0.0% | 0.0% | 21 | -19,688 | -4.24% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 439,599 | 4,966 | 0.02% | 0.01% | 22 | +163,738 | 59.36% | Q1 2026 | Apr 30, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 411,729 | 4,624 | 0.09% | 0.12% | 23 | -93,466 | -18.5% | Q1 2026 | May 13, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 385,647 | 4,330 | 1.77% | 1.31% | 24 | +116,000 | 43.02% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 379,232 | 4,258 | 0.01% | 0.01% | 25 | -52,082 | -12.08% | Q1 2026 | May 14, 2026 |
| Palogic Value Management, L.P. | History | Added to | 377,558 | 4,239 | 1.79% | 1.79% | 26 | +8,771 | 2.38% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 361,962 | 4,064 | 0.03% | 0.03% | 27 | -1,466 | -0.4% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 323,491 | 3,632 | 0.05% | 0.06% | 28 | -16,008 | -4.72% | Q1 2026 | Apr 17, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 304,711 | 3,422 | 0.01% | 0.01% | 29 | -15,000 | -4.69% | Q1 2026 | May 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 302,000 | 3,391 | 1.52% | 1.35% | 30 | -5,000 | -1.63% | Q1 2026 | May 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 296,306 | 3,327 | 0.04% | 0.05% | 31 | +1,057 | 0.36% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 292,866 | 3,288 | 0.05% | 0.06% | 32 | -19,915 | -6.37% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 292,345 | 3,283 | 0.01% | 0.01% | 33 | +64,769 | 28.46% | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | Added to | 283,141 | 3,179 | 0.23% | 0.2% | 34 | +51,617 | 22.29% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 280,902 | 3,154 | 0.0% | 0.0% | 35 | +3,753 | 1.35% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 265,331 | 2,979 | 0.01% | 0.02% | 36 | +2,660 | 1.01% | Q1 2026 | May 15, 2026 |
| Jupiter Wealth Management LLC | History | New | 240,237 | 2,777 | 1.1% | — | 37 | +240,237 | New | Q1 2026 | May 14, 2026 |
| KIM, LLC | History | No change | 243,700 | 2,736 | 0.28% | 0.23% | 38 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 241,902 | 2,716 | 0.78% | 0.86% | 39 | -1,706 | -0.7% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 239,884 | 2,694 | 0.01% | 0.01% | 40 | +3,492 | 1.48% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 236,500 | 2,671 | 0.05% | 0.06% | 41 | -18,589 | -7.29% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 227,460 | 2,569 | 0.01% | 0.01% | 42 | +4,110 | 1.84% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 220,589 | 2,477 | 0.0% | 0.0% | 43 | +542 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Reduced | 214,086 | 2,404 | 0.0% | 0.0% | 44 | -12,149 | -5.37% | Q1 2026 | May 12, 2026 |
| Intellectus Partners, LLC | History | Added to | 203,623 | 2,300 | 0.47% | 0.44% | 45 | +6,141 | 3.11% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | Added to | 200,103 | 2,247 | 0.0% | 0.0% | 46 | +103 | 0.05% | Q1 2026 | May 13, 2026 |
| Fiera Capital Corp | History | New | 198,441 | 2,228 | 0.01% | — | 47 | +198,441 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 194,806 | 2,187 | 0.03% | 0.01% | 48 | +142,569 | 272.93% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 179,250 | 2,013 | 0.53% | 0.52% | 49 | +14,408 | 8.74% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 179,070 | 2,010 | 0.0% | 0.0% | 50 | -46,657 | -20.67% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 168,726 | 1,894 | 0.06% | 0.06% | 51 | +20,992 | 14.21% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 164,300 | 1,845 | 0.0% | 0.0% | 52 | -40,346 | -19.72% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 162,878 | 1,829 | 0.28% | 0.3% | 53 | +933 | 0.58% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Added to | 157,081 | 1,764 | 0.01% | 0.01% | 54 | +9 | 0.01% | Q1 2026 | May 04, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 151,497 | 1,701 | 0.16% | 0.18% | 55 | -4,603 | -2.95% | Q1 2026 | Apr 30, 2026 |
| Kercheville Advisors, LLC | History | Added to | 146,035 | 1,639 | 0.52% | 0.43% | 56 | +4,619 | 3.27% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 144,326 | 1,620 | 0.01% | 0.01% | 57 | +4,478 | 3.2% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 140,529 | 1,578 | 0.01% | 0.02% | 58 | -32,359 | -18.72% | Q1 2026 | May 15, 2026 |
| Gridiron Partners, LLC | History | Reduced | 139,848 | 1,570 | 0.96% | 1.13% | 59 | -30,030 | -17.68% | Q1 2026 | Apr 13, 2026 |
| Breakwater Capital Group | History | Reduced | 136,162 | 1,529 | 0.2% | 0.22% | 60 | -879 | -0.64% | Q1 2026 | Apr 20, 2026 |
| CAPITAL & PLANNING, LLC | History | Added to | 132,545 | 1,488 | 0.9% | 1.51% | 61 | +104,545 | 373.38% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 131,883 | 1,449 | 0.0% | 0.0% | 62 | -40,421 | -23.46% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 123,680 | 1,388 | 0.02% | 0.02% | 63 | +1,280 | 1.05% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 122,844 | 1,379 | 0.08% | 0.08% | 64 | +54 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 121,676 | 1,366 | 0.05% | 0.04% | 65 | +17,500 | 16.8% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | No change | 120,000 | 1,347 | 0.29% | 0.33% | 66 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Added to | 119,057 | 1,337 | 0.04% | 0.04% | 67 | +5,777 | 5.1% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 117,045 | 1,314 | 0.01% | 0.01% | 68 | +11,809 | 11.22% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 115,520 | 1,297 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,207 | 1,272 | 0.0% | 0.0% | 70 | -52,984 | -32.07% | Q1 2026 | Apr 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 108,120 | 1,214 | 0.25% | 0.27% | 71 | +3,361 | 3.21% | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 103,556 | 1,181 | 0.02% | 0.02% | 72 | -10,600 | -9.29% | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 98,370 | 1,144 | 0.46% | 0.46% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 101,823 | 1,143 | 0.03% | 0.04% | 74 | +2,173 | 2.18% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 101,757 | 1,142 | 0.04% | 0.03% | 75 | +33,176 | 48.37% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 101,603 | 1,140 | 0.0% | 0.0% | 76 | +24,132 | 31.15% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 98,816 | 1,109 | 0.01% | 0.01% | 77 | +4,300 | 4.55% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 96,653 | 1,085 | 0.0% | 0.0% | 78 | +1,683 | 1.77% | Q1 2026 | May 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 96,000 | 1,078 | 0.19% | 0.18% | 79 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 94,267 | 1,058 | 0.0% | 0.0% | 80 | +6,119 | 6.94% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 94,092 | 1,056 | 0.02% | 0.02% | 81 | +427 | 0.46% | Q1 2026 | Apr 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 88,457 | 993 | 0.64% | 0.63% | 82 | +6,431 | 7.84% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | New | 86,784 | 974 | 0.01% | — | 83 | +86,784 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 86,285 | 968 | 0.0% | 0.0% | 84 | +10,951 | 14.54% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 85,636 | 961 | 0.0% | 0.0% | 85 | +51,652 | 151.99% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 84,715 | 951 | 0.02% | 0.02% | 86 | +11,302 | 15.4% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 78,967 | 886 | 0.0% | 0.0% | 87 | +1,648 | 2.13% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 77,505 | 870 | 0.01% | 0.01% | 88 | +12,296 | 18.86% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 74,608 | 837 | 0.1% | 0.11% | 89 | -8,290 | -10.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 74,281 | 834 | 0.43% | 0.56% | 90 | -612 | -0.82% | Q1 2026 | Apr 30, 2026 |
| Integrity Wealth Partners, LLC | History | New | 73,386 | 824 | 0.74% | — | 91 | +73,386 | New | Q1 2026 | Apr 27, 2026 |
| Uniting Wealth Partners, LLC | History | New | 70,114 | 792 | 0.17% | — | 92 | +70,114 | New | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 69,882 | 784 | 0.0% | 0.0% | 93 | +33 | 0.05% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 67,791 | 761 | 0.01% | 0.01% | 94 | -7,998 | -10.55% | Q1 2026 | Apr 23, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 67,017 | 752 | 0.69% | 0.95% | 95 | -25,246 | -27.36% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 66,431 | 750 | 0.05% | 0.06% | 96 | -1,375 | -2.03% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 62,999 | 732 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 64,839 | 728 | 0.13% | 0.13% | 98 | +6,893 | 11.9% | Q1 2026 | May 11, 2026 |
| FLC Capital Advisors | History | Reduced | 64,446 | 723 | 0.13% | 0.15% | 99 | -6,000 | -8.52% | Q1 2026 | May 01, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 59,234 | 665 | 0.92% | 1.13% | 100 | -10,188 | -14.68% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 57,740 | 648 | 0.07% | 0.07% | 101 | +661 | 1.16% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 56,749 | 638 | 0.03% | 0.03% | 102 | -368 | -0.64% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 54,911 | 616 | 0.07% | 0.06% | 103 | +6,968 | 14.53% | Q1 2026 | May 11, 2026 |
| Altus Wealth Group LLC | History | No change | 53,685 | 602 | 0.25% | 0.25% | 104 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 53,500 | 600 | 0.34% | 0.41% | 105 | -2,500 | -4.46% | Q1 2026 | May 15, 2026 |
| MYECFO, LLC | History | No change | 53,200 | 597 | 0.25% | 0.26% | 106 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 52,682 | 591 | 0.09% | 0.04% | 107 | +33,641 | 176.68% | Q1 2026 | Apr 09, 2026 |
| Rothschild Wealth LLC | History | No change | 52,096 | 585 | 0.05% | 0.06% | 108 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 51,763 | 581 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Care LLC | History | New | 50,000 | 561 | 0.5% | — | 110 | +50,000 | New | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 49,768 | 559 | 0.0% | 0.0% | 111 | -1,551 | -3.02% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | No change | 46,752 | 525 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Reduced | 45,635 | 512 | 0.0% | 0.0% | 113 | -11,640 | -20.32% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 45,108 | 506 | 0.01% | 0.01% | 114 | +599 | 1.35% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 44,239 | 496 | 0.0% | — | 115 | +44,239 | New | Q1 2026 | May 01, 2026 |
| Rinkey Investments | History | No change | 43,500 | 488 | 0.12% | 0.13% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 40,787 | 458 | 0.01% | 0.01% | 117 | -8,107 | -16.58% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 40,870 | 458 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 39,862 | 447 | 0.02% | 0.02% | 119 | +29 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 39,467 | 443 | 0.0% | 0.0% | 120 | +13,738 | 53.4% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38,091 | 434 | 0.0% | 0.0% | 121 | +206 | 0.54% | Q1 2026 | Apr 07, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 38,509 | 432 | 0.06% | 0.07% | 122 | -4,017 | -9.45% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 37,991 | 426 | 0.03% | 0.02% | 124 | +19,669 | 107.35% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 37,713 | 426 | 0.01% | 0.01% | 123 | -3,961 | -9.5% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | New | 37,000 | 415 | 0.01% | — | 125 | +37,000 | New | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 34,367 | 385 | 0.01% | 0.01% | 126 | +173 | 0.51% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | No change | 34,090 | 382 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 33,966 | 381 | 0.0% | 0.0% | 128 | +7,786 | 29.74% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,495 | 376 | 0.0% | 0.0% | 129 | -5,187 | -13.41% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 32,689 | 367 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 32,600 | 366 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mystic Asset Management, Inc. | History | No change | 31,666 | 355 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHAPIN DAVIS, INC. | History | New | 30,705 | 344 | 0.08% | — | 133 | +30,705 | New | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 30,470 | 342 | 0.02% | 0.03% | 134 | -2,317 | -7.07% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | New | 30,000 | 336 | 0.0% | — | 135 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Reduced | 29,559 | 329 | 0.18% | 0.19% | 136 | -2,000 | -6.34% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 28,833 | 323 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 28,381 | 320 | 0.0% | 0.0% | 138 | +1,455 | 5.4% | Q1 2026 | May 15, 2026 |
| URS Advisory LLC | History | Added to | 28,480 | 319 | 0.23% | 0.24% | 139 | +3,402 | 13.57% | Q1 2026 | Apr 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,399 | 318 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 28,071 | 315 | 0.01% | — | 141 | +28,071 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,884 | 313 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,845 | 312 | 0.0% | 0.0% | 143 | -2,367 | -7.83% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 27,158 | 304 | 0.0% | 0.0% | 144 | +72 | 0.27% | Q1 2026 | May 14, 2026 |
| Artesa Financial Group, LLC | History | Added to | 27,132 | 304 | 0.29% | 0.32% | 146 | +39 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,087 | 304 | 0.14% | 0.13% | 145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Balefire, LLC | History | Added to | 27,052 | 303 | 0.06% | 0.06% | 147 | +309 | 1.16% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 26,266 | 294 | 0.0% | 0.0% | 148 | +527 | 2.05% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,042 | 281 | 0.01% | 0.01% | 149 | +5,813 | 30.23% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 24,629 | 276 | 0.03% | — | 150 | +24,629 | New | Q1 2026 | May 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,000 | 269 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,770 | 266 | 0.06% | 0.05% | 152 | +2,150 | 9.94% | Q1 2026 | May 08, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 23,602 | 265 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aberdeen Wealth Management LLC | History | New | 23,554 | 264 | 0.12% | — | 154 | +23,554 | New | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 23,400 | 262 | 0.08% | 0.08% | 156 | +4,100 | 21.24% | Q1 2026 | May 05, 2026 |
| Leisure Capital Management | History | No change | 23,418 | 262 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 23,217 | 260 | 0.02% | — | 158 | +23,217 | New | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 23,062 | 260 | 0.0% | 0.0% | 157 | +9,000 | 64.0% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 23,000 | 258 | 0.08% | 0.33% | 159 | -72,500 | -75.92% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 22,725 | 255 | 0.01% | 0.0% | 161 | +5,200 | 29.67% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 22,781 | 255 | 0.0% | 0.0% | 160 | -2,702 | -10.6% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 22,696 | 254 | 0.0% | — | 162 | +22,696 | New | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | New | 21,578 | 242 | 0.01% | — | 163 | +21,578 | New | Q1 2026 | May 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 21,500 | 241 | 0.02% | 0.02% | 164 | -1,743 | -7.5% | Q1 2026 | May 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 21,425 | 240 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 21,075 | 236 | 0.0% | — | 166 | +21,075 | New | Q1 2026 | May 13, 2026 |
| Pointe Capital Management LLC | History | No change | 21,015 | 235 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,877 | 234 | 0.0% | 0.0% | 168 | +10,377 | 98.83% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 20,359 | 228 | 0.02% | 0.01% | 169 | +10,000 | 96.53% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 20,159 | 226 | 0.0% | — | 170 | +20,159 | New | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | New | 20,000 | 224 | 0.03% | — | 171 | +20,000 | New | Q1 2026 | May 08, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 19,882 | 223 | 0.14% | 0.15% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,779 | 222 | 0.01% | 0.0% | 173 | +8,434 | 74.34% | Q1 2026 | Apr 21, 2026 |
| Seelaus Asset Management LLC | History | No change | 19,650 | 220 | 0.16% | 0.18% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 19,553 | 219 | 0.05% | 0.05% | 175 | +100 | 0.51% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 19,343 | 217 | 0.0% | 0.0% | 176 | +1,338 | 7.43% | Q1 2026 | May 13, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 19,276 | 216 | 0.17% | 0.18% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 19,180 | 215 | 0.09% | 0.09% | 178 | +8 | 0.04% | Q1 2026 | Apr 27, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 18,982 | 213 | 0.12% | 0.13% | 179 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,200 | 211 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 18,736 | 211 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,763 | 210 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 18,581 | 208 | 0.01% | 0.01% | 183 | +347 | 1.9% | Q1 2026 | May 04, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 18,377 | 206 | 0.05% | 0.05% | 184 | +199 | 1.09% | Q1 2026 | Apr 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 18,051 | 202 | 0.04% | 0.03% | 185 | +1,502 | 9.08% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 17,892 | 200 | 0.02% | 0.02% | 186 | +978 | 5.78% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,802 | 199 | 0.0% | 0.0% | 187 | +3,100 | 21.09% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 17,682 | 198 | 0.0% | 0.0% | 189 | -5,962 | -25.22% | Q1 2026 | Apr 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 17,711 | 198 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | No change | 17,560 | 197 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 16,940 | 190 | 0.01% | 0.0% | 192 | +14,785 | 686.08% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17,007 | 190 | 0.01% | 0.01% | 191 | +2,538 | 17.54% | Q1 2026 | May 07, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 16,400 | 190 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 16,868 | 189 | 0.02% | 0.04% | 194 | -5,553 | -24.77% | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | No change | 16,663 | 187 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 16,529 | 185 | 0.01% | 0.01% | 197 | +1,150 | 7.48% | Q1 2026 | May 15, 2026 |
| Barry Investment Advisors, LLC | History | No change | 16,416 | 185 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 16,405 | 184 | 0.05% | — | 198 | +16,405 | New | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 16,045 | 180 | 0.0% | — | 199 | +16,045 | New | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 16,000 | 179 | 0.11% | 0.2% | 200 | -10,600 | -39.85% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 15,739 | 176 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | No change | 15,733 | 176 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | New | 15,467 | 173 | 0.01% | — | 204 | +15,467 | New | Q1 2026 | May 19, 2026 |
| Titiun Yejiel | History | No change | 15,425 | 173 | 0.17% | 0.21% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Element Wealth, LLC | History | No change | 15,331 | 172 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 15,308 | 171 | 0.02% | 0.01% | 206 | +3,010 | 24.48% | Q1 2026 | May 14, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 15,157 | 170 | 0.07% | 0.07% | 208 | +173 | 1.15% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,691 | 170 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Reduced | 14,923 | 168 | 0.0% | 0.0% | 209 | -7,867 | -34.52% | Q1 2026 | May 07, 2026 |
| Apeiron RIA LLC | History | No change | 14,808 | 166 | 0.04% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,755 | 165 | 0.0% | 0.01% | 211 | -68,503 | -82.28% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,500 | 162 | 0.01% | 0.02% | 212 | -10,500 | -42.0% | Q1 2026 | May 21, 2026 |
| TCP Asset Management, LLC | History | New | 14,370 | 161 | 0.02% | — | 213 | +14,370 | New | Q1 2026 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,306 | 160 | 0.0% | 0.0% | 214 | +38 | 0.27% | Q1 2026 | May 05, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 13,946 | 156 | 0.02% | 0.02% | 215 | +161 | 1.17% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,735 | 154 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Citizens National Bank Trust Department | History | No change | 13,700 | 153 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | No change | 13,588 | 152 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,250 | 148 | 0.01% | — | 219 | +13,250 | New | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 13,128 | 147 | 0.02% | — | 220 | +13,128 | New | Q1 2026 | May 08, 2026 |
| SFMG, LLC | History | No change | 13,049 | 146 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,912 | 145 | 0.0% | 0.0% | 222 | +874 | 7.26% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 12,545 | 140 | 0.05% | 0.05% | 223 | +28 | 0.22% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 12,000 | 134 | 0.0% | — | 225 | +12,000 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 12,000 | 134 | 0.0% | — | 226 | +12,000 | New | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,012 | 134 | 0.01% | 0.01% | 224 | +48 | 0.4% | Q1 2026 | May 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 11,930 | 133 | 0.01% | 0.01% | 227 | +137 | 1.16% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | Reduced | 11,745 | 131 | 0.0% | 0.0% | 228 | -1,211 | -9.35% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 11,638 | 130 | 0.04% | 0.03% | 229 | +1,434 | 14.05% | Q1 2026 | Apr 30, 2026 |
| Capital Squared Financial LLC | History | Reduced | 11,544 | 129 | 0.1% | 0.13% | 231 | -2,644 | -18.64% | Q1 2026 | May 01, 2026 |
| Uptown Financial Advisors LLC | History | No change | 11,499 | 129 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,449 | 128 | 0.02% | 0.02% | 232 | +1,429 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 11,318 | 127 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 11,250 | 126 | 0.01% | 0.01% | 234 | +750 | 7.14% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,128 | 124 | 0.0% | 0.0% | 235 | +81 | 0.73% | Q1 2026 | May 14, 2026 |
| Clean Yield Group | History | No change | 10,971 | 123 | 0.03% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Busey Bank | History | New | 10,617 | 119 | 0.0% | — | 238 | +10,617 | New | Q1 2026 | Apr 28, 2026 |
| Riverstone Advisors, LLC | History | Added to | 10,660 | 119 | 0.06% | 0.06% | 237 | +122 | 1.16% | Q1 2026 | Apr 21, 2026 |
| Karras Company, Inc. | History | New | 10,382 | 116 | 0.12% | — | 240 | +10,382 | New | Q1 2026 | Apr 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,410 | 116 | 0.01% | 0.01% | 239 | -1,026 | -8.97% | Q1 2026 | Apr 15, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 115 | 0.07% | 0.08% | 241 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,000 | 112 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8,100 | 90 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,432 | 83 | 0.0% | 0.0% | 244 | -256 | -3.33% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,338 | 82 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,237 | 81 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Added to | 6,964 | 78 | 0.0% | 0.0% | 247 | +80 | 1.16% | Q1 2026 | Apr 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,893 | 77 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caldwell Trust Co | History | No change | 6,473 | 72 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 67 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Founders Capital Management | History | No change | 5,500 | 61 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arkos Global Advisors | History | New | 5,190 | 58 | 0.01% | — | 252 | +5,190 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,982 | 55 | 0.01% | 0.01% | 253 | +57 | 1.16% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,852 | 54 | 0.0% | — | 254 | +4,851 | 485100.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 4,823 | 54 | 0.0% | 0.0% | 255 | +26 | 0.54% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 4,400 | 49 | 0.02% | — | 256 | +4,400 | New | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 3,937 | 44 | 0.0% | 0.0% | 257 | +186 | 4.96% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,788 | 43 | 0.0% | 0.0% | 258 | +16 | 0.42% | Q1 2026 | May 01, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 3,806 | 42 | 0.02% | — | 260 | +3,806 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,729 | 42 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 3,655 | 41 | 0.01% | — | 261 | +3,655 | New | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | Added to | 3,135 | 35 | 0.02% | 0.02% | 264 | +460 | 17.2% | Q1 2026 | Apr 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,189 | 35 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,195 | 35 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 2,727 | 30 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,326 | 26 | 0.0% | 0.0% | 266 | +27 | 1.17% | Q1 2026 | Apr 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 2,232 | 25 | 0.01% | 0.02% | 267 | +27 | 1.22% | Q1 2026 | May 07, 2026 |
| Hilltop National Bank | History | Added to | 2,009 | 22 | 0.01% | 0.0% | 268 | +1,061 | 111.92% | Q1 2026 | Apr 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,799 | 20 | 0.0% | 0.0% | 269 | -111 | -5.81% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,732 | 19 | 0.0% | 0.0% | 270 | -713 | -29.16% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,691 | 18 | 0.0% | 0.01% | 274 | -1,284 | -43.16% | Q1 2026 | Apr 03, 2026 |
| Capital Analysts, LLC | History | Added to | 1,595 | 18 | 0.0% | 0.0% | 271 | +18 | 1.14% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,630 | 18 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DV EQUITIES, LLC | History | No change | 1,600 | 18 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,550 | 17 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,515 | 17 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Towne Trust Company, N.A | History | No change | 1,486 | 16 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,500 | 16 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vanguard National Trust Co | History | New | 1,331 | 14 | 0.0% | — | 279 | +1,331 | New | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | New | 1,156 | 12 | 0.0% | — | 280 | +1,156 | New | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,131 | 12 | 0.0% | — | 281 | +1,131 | New | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | New | 1,015 | 11 | 0.0% | — | 283 | +1,015 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 1,015 | 11 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 930 | 10 | 0.0% | 0.0% | 284 | +430 | 86.0% | Q1 2026 | Apr 17, 2026 |
| Community Financial Services Group, LLC | History | New | 761 | 8 | 0.0% | — | 286 | +761 | New | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | No change | 756 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | No change | 636 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Piscataqua Savings Bank | History | No change | 645 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Abound Wealth Management | History | New | 537 | 6 | 0.0% | — | 290 | +537 | New | Q1 2026 | Apr 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 583 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 450 | 5 | 0.0% | 0.0% | 293 | -750 | -62.5% | Q1 2026 | Apr 06, 2026 |
| True Link Financial Advisors, LLC | History | New | 467 | 5 | 0.0% | — | 294 | +467 | New | Q1 2026 | Apr 29, 2026 |
| Wealth Science Advisors LLC | History | New | 450 | 5 | 0.0% | — | 295 | +450 | New | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 519 | 5 | 0.0% | 0.0% | 292 | -205 | -28.31% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 481 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | New | 360 | 4 | 0.0% | — | 296 | +360 | New | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 240 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 195 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 108 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -2,801,020 | -100.0% | Q1 2026 | May 15, 2026 |