iShares U.S. ETF Trust - NEAR
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 | 3,516,395 | 178,756 | 0.01% | 0.01% | 1 | +247,672 | 7.58% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 3,117,801 | 158,493 | 12.79% | 12.46% | 2 | +192,930 | 6.6% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,059,416 | 155,525 | 0.01% | 0.01% | 3 | +117,301 | 3.99% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,764,146 | 140,515 | 0.03% | 0.03% | 4 | +69,630 | 2.58% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,745,146 | 139,549 | 0.04% | 0.04% | 5 | +89,368 | 3.37% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 2,509,834 | 127,587 | 0.02% | 0.01% | 6 | +896,570 | 55.57% | Q1 2026 | May 05, 2026 |
| Bramshill Investments, LLC | History | Reduced | 2,396,803 | 121,841 | 10.5% | 7.07% | 7 | -52,040 | -2.13% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,259,712 | 114,872 | 0.0% | 0.0% | 8 | -12,659 | -0.56% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,413,521 | 71,856 | 0.08% | 0.07% | 9 | +141,623 | 11.13% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,250,187 | 63,553 | 0.02% | 0.02% | 10 | +89,913 | 7.75% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 1,136,391 | 57,768 | 1.5% | 0.59% | 11 | +716,172 | 170.43% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,095,356 | 55,713 | 0.01% | 0.01% | 12 | -46,304 | -4.06% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,067,084 | 54,245 | 0.14% | 0.13% | 13 | +78,524 | 7.94% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 983,350 | 49,988 | 0.0% | 0.0% | 14 | +979,016 | 22589.2% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 723,098 | 36,759 | 0.01% | 0.0% | 15 | +153,429 | 26.93% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 629,849 | 32,018 | 0.01% | 0.01% | 16 | +151,317 | 31.62% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 564,586 | 28,709 | 0.04% | 0.02% | 17 | +236,070 | 71.86% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 530,427 | 26,964 | 0.02% | 0.02% | 18 | +9,606 | 1.84% | Q1 2026 | May 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 490,400 | 24,929 | 2.93% | 1.59% | 19 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 461,536 | 23,462 | 20.23% | 18.79% | 20 | +19,190 | 4.34% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 417,124 | 21,203 | 0.27% | 0.18% | 21 | +129,789 | 45.17% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 412,128 | 20,950 | 0.68% | 0.69% | 22 | -14,253 | -3.34% | Q1 2026 | Apr 30, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 404,474 | 20,668 | 4.05% | 4.05% | 23 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 397,270 | 20,195 | 0.06% | 0.04% | 24 | +197,060 | 98.43% | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 337,510 | 17,157 | 3.94% | 3.57% | 25 | +43,353 | 14.74% | Q1 2026 | Apr 20, 2026 |
| KWMG, LLC | History | Added to | 317,129 | 16,121 | 1.35% | 1.33% | 26 | +15,185 | 5.03% | Q1 2026 | Apr 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 307,924 | 15,653 | 0.5% | 0.21% | 27 | +69,328 | 29.06% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 298,806 | 15,189 | 0.11% | 0.11% | 28 | +39,462 | 15.22% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 291,880 | 14,837 | 0.02% | 0.02% | 29 | +20,800 | 7.67% | Q1 2026 | Apr 27, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 286,598 | 14,539 | 0.2% | 0.18% | 30 | -2,612 | -0.9% | Q1 2026 | Apr 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 283,620 | 14,417 | 0.57% | 0.55% | 31 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 269,833 | 13,716 | 0.17% | 0.17% | 32 | +40,269 | 17.54% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 265,877 | 13,515 | 0.06% | 0.06% | 33 | +15,168 | 6.05% | Q1 2026 | Apr 24, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 257,870 | 13,112 | 2.79% | 2.9% | 34 | +5,039 | 1.99% | Q1 2026 | May 01, 2026 |
| WBH ADVISORY INC | History | Added to | 250,366 | 12,683 | 0.95% | 0.88% | 35 | +17,355 | 7.45% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 248,595 | 12,637 | 0.68% | 0.22% | 36 | +188,135 | 311.17% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 238,140 | 12,105 | 0.02% | 0.02% | 37 | -3,621 | -1.5% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 234,815 | 11,936 | 0.13% | 0.1% | 38 | +65,272 | 38.5% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 232,064 | 11,796 | 0.01% | 0.01% | 39 | -3,136 | -1.33% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 229,277 | 11,716 | 0.08% | 0.0% | 40 | +219,291 | 2195.98% | Q1 2026 | May 15, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 218,861 | 11,125 | 1.84% | 1.3% | 41 | +67,342 | 44.44% | Q1 2026 | Apr 29, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 208,079 | 10,577 | 10.02% | 8.67% | 42 | +35,636 | 20.67% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 197,057 | 10,017 | 0.01% | 0.01% | 43 | +28,858 | 17.16% | Q1 2026 | May 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 193,452 | 9,834 | 0.93% | 0.99% | 44 | -17,206 | -8.17% | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 188,608 | 9,587 | 1.24% | 1.27% | 45 | +8,566 | 4.76% | Q1 2026 | Apr 15, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 185,629 | 9,436 | 1.71% | 1.52% | 46 | +8,422 | 4.75% | Q1 2026 | Apr 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 184,753 | 9,391 | 0.13% | 0.16% | 47 | -34,009 | -15.55% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,072 | 9,153 | 0.03% | 0.02% | 48 | +97,238 | 117.39% | Q1 2026 | Apr 30, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 179,122 | 9,105 | 2.41% | 2.61% | 49 | -19,921 | -10.01% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 165,585 | 8,417 | 0.01% | 0.01% | 50 | -38,027 | -18.68% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 164,195 | 8,346 | 1.03% | 0.78% | 51 | +36,545 | 28.63% | Q1 2026 | May 04, 2026 |
| Optivise Advisory Services LLC | History | Added to | 163,727 | 8,323 | 5.04% | 3.04% | 52 | +60,563 | 58.71% | Q1 2026 | Apr 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 163,160 | 8,278 | 7.26% | 7.25% | 53 | +10,470 | 6.86% | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 159,332 | 8,116 | 2.25% | 2.18% | 54 | +3,497 | 2.24% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 157,305 | 7,996 | 0.08% | 0.07% | 55 | +19,060 | 13.79% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 156,551 | 7,958 | 0.1% | 0.15% | 56 | -41,608 | -21.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 155,128 | 7,886 | 0.02% | 0.01% | 57 | +17,098 | 12.39% | Q1 2026 | May 01, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 154,656 | 7,861 | 1.24% | 1.14% | 58 | +2,026 | 1.33% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 151,455 | 7,699 | 0.29% | 0.27% | 59 | +5,712 | 3.92% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 149,650 | 7,607 | 0.04% | 0.05% | 60 | -37,751 | -20.14% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 147,331 | 7,489 | 6.82% | 6.63% | 61 | +6,688 | 4.76% | Q1 2026 | Apr 23, 2026 |
| Selby Wealth Management, LLC | History | Added to | 143,443 | 7,291 | 2.87% | 1.18% | 62 | +86,107 | 150.18% | Q1 2026 | Apr 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 141,314 | 7,183 | 0.24% | 0.25% | 63 | -102 | -0.07% | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 139,987 | 7,116 | 1.99% | 1.73% | 64 | +19,947 | 16.62% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 137,255 | 6,977 | 0.02% | 0.03% | 65 | -74,312 | -35.12% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 129,919 | 6,604 | 0.33% | 0.33% | 66 | -1,858 | -1.41% | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | Reduced | 128,010 | 6,507 | 0.9% | 0.98% | 67 | -3,641 | -2.77% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 127,094 | 6,447 | 0.01% | 0.01% | 68 | -31,289 | -19.76% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 126,669 | 6,439 | 0.01% | 0.01% | 69 | -2,862 | -2.21% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 126,269 | 6,418 | 0.2% | 0.19% | 70 | +6,340 | 5.29% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 124,722 | 6,340 | 0.21% | 0.21% | 71 | +330 | 0.27% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 122,951 | 6,250 | 0.01% | 0.0% | 72 | +63,842 | 108.01% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 121,938 | 6,198 | 0.0% | 0.0% | 73 | -19,002 | -13.48% | Q1 2026 | May 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 119,430 | 6,071 | 0.26% | 0.25% | 74 | -820 | -0.68% | Q1 2026 | Apr 29, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 115,525 | 5,872 | 1.8% | 1.75% | 75 | +3,751 | 3.36% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 114,616 | 5,826 | 0.03% | 0.03% | 76 | +1,879 | 1.67% | Q1 2026 | May 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 113,671 | 5,774 | 0.88% | 0.98% | 77 | -7,898 | -6.5% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 112,923 | 5,740 | 0.02% | 0.01% | 78 | +19,894 | 21.38% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 111,566 | 5,671 | 0.93% | 0.93% | 79 | -2,678 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 107,942 | 5,487 | 0.31% | 0.17% | 80 | +79,610 | 280.99% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 106,149 | 5,396 | 0.2% | 0.21% | 81 | -4,993 | -4.49% | Q1 2026 | May 14, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 99,376 | 5,065 | 2.01% | 1.94% | 82 | +1,926 | 1.98% | Q1 2026 | Apr 27, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 95,971 | 4,878 | 0.36% | 0.35% | 83 | +3,041 | 3.27% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 93,154 | 4,735 | 0.01% | 0.01% | 84 | +3,384 | 3.77% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 91,940 | 4,673 | 2.1% | 0.59% | 85 | +65,015 | 241.47% | Q1 2026 | Apr 23, 2026 |
| Values First Advisors, Inc. | History | Added to | 91,733 | 4,663 | 2.43% | 2.38% | 86 | +1,976 | 2.2% | Q1 2026 | Apr 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 91,073 | 4,629 | 0.51% | 0.5% | 87 | +708 | 0.78% | Q1 2026 | Apr 23, 2026 |
| Kure Advisory, LLC | History | Added to | 89,641 | 4,556 | 2.48% | 2.43% | 88 | +4,495 | 5.28% | Q1 2026 | Apr 16, 2026 |
| WJ Wealth Management, LLC | History | Added to | 86,018 | 4,372 | 2.05% | 0.26% | 89 | +74,243 | 630.51% | Q1 2026 | Apr 28, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 83,488 | 4,244 | 1.32% | 1.33% | 90 | -791 | -0.94% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 81,347 | 4,135 | 0.01% | 0.01% | 91 | +5,985 | 7.94% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 80,055 | 4,069 | 0.11% | 0.1% | 92 | +8,032 | 11.15% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 78,915 | 4,011 | 0.1% | 0.1% | 93 | -273 | -0.34% | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 77,779 | 3,953 | 0.09% | 0.09% | 94 | +497 | 0.64% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 73,083 | 3,715 | 0.33% | 0.27% | 95 | +12,365 | 20.36% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 72,929 | 3,707 | 0.0% | 0.0% | 96 | +5,365 | 7.94% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Reduced | 72,043 | 3,662 | 0.1% | 0.11% | 97 | -1,922 | -2.6% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Added to | 71,844 | 3,652 | 1.72% | 0.99% | 98 | +32,683 | 83.46% | Q1 2026 | Apr 07, 2026 |
| LVW Advisors, LLC | History | Added to | 71,132 | 3,615 | 0.34% | 0.35% | 99 | +4,446 | 6.67% | Q1 2026 | Apr 20, 2026 |
| KKM Financial LLC | History | No change | 70,644 | 3,609 | 0.64% | 0.64% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Added to | 69,556 | 3,535 | 1.54% | 1.11% | 101 | +22,255 | 47.05% | Q1 2026 | Apr 27, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 66,226 | 3,366 | 0.78% | 0.87% | 102 | -5,194 | -7.27% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 64,910 | 3,299 | 0.12% | 0.08% | 103 | +17,180 | 35.99% | Q1 2026 | Apr 14, 2026 |
| Realta Investment Advisors | History | Added to | 64,756 | 3,291 | 1.14% | 1.05% | 104 | +1,970 | 3.14% | Q1 2026 | Apr 22, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 64,131 | 3,260 | 0.68% | 0.65% | 105 | +6,159 | 10.62% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Added to | 63,912 | 3,248 | 0.56% | 0.6% | 106 | +860 | 1.36% | Q1 2026 | Apr 24, 2026 |
| Secure Asset Management, LLC | History | Added to | 63,854 | 3,245 | 0.51% | 0.44% | 107 | +9,410 | 17.28% | Q1 2026 | Apr 09, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 62,675 | 3,186 | 0.55% | 0.52% | 108 | +3,411 | 5.76% | Q1 2026 | Apr 17, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 58,153 | 2,956 | 1.48% | 1.1% | 109 | +14,250 | 32.46% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,210 | 2,908 | 0.05% | 0.05% | 110 | +1,318 | 2.36% | Q1 2026 | Apr 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 53,726 | 2,731 | 2.56% | 2.48% | 111 | +217 | 0.41% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,694 | 2,627 | 0.01% | 0.02% | 112 | +8,375 | 19.33% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 50,980 | 2,591 | 0.09% | 0.1% | 113 | -458 | -0.89% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 50,254 | 2,567 | 1.11% | 1.11% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,575 | 2,562 | 0.0% | 0.0% | 115 | +31,372 | 163.37% | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 50,237 | 2,554 | 0.81% | 0.78% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 48,996 | 2,490 | 0.08% | 0.06% | 117 | +1,881 | 3.99% | Q1 2026 | Apr 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 48,200 | 2,450 | 1.48% | 1.51% | 118 | +1,200 | 2.55% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 47,782 | 2,429 | 0.03% | 0.03% | 119 | -1,222 | -2.49% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 47,462 | 2,412 | 0.05% | 0.05% | 120 | -315 | -0.66% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 46,443 | 2,356 | 0.09% | 0.1% | 121 | -6,993 | -13.09% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 44,387 | 2,251 | 0.49% | 0.49% | 122 | +256 | 0.58% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 43,523 | 2,212 | 0.08% | 0.08% | 123 | +1,114 | 2.63% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 43,230 | 2,197 | 0.07% | 0.07% | 124 | +5,231 | 13.77% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 43,134 | 2,193 | 0.0% | 0.0% | 125 | -1,565 | -3.5% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 43,044 | 2,188 | 0.02% | — | 126 | +43,044 | New | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 43,685 | 2,185 | 0.12% | 0.16% | 127 | -22,300 | -33.8% | Q1 2026 | May 12, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 41,769 | 2,123 | 1.07% | 0.83% | 128 | +9,499 | 29.44% | Q1 2026 | Apr 15, 2026 |
| Unified Investment Management | History | Added to | 41,392 | 2,104 | 2.15% | 2.12% | 129 | +31 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Klingman & Associates, LLC | History | No change | 40,413 | 2,054 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 39,492 | 2,007 | 0.11% | 0.09% | 131 | -1,762 | -4.27% | Q1 2026 | Apr 28, 2026 |
| SPINNAKER TRUST | History | Added to | 39,424 | 2,004 | 0.11% | 0.08% | 132 | +8,560 | 27.73% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,985 | 1,981 | 0.02% | 0.03% | 133 | -6,888 | -15.02% | Q1 2026 | Apr 20, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 37,417 | 1,902 | 0.54% | 0.57% | 134 | -3,122 | -7.7% | Q1 2026 | May 11, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 37,331 | 1,897 | 0.39% | 0.1% | 135 | +27,901 | 295.87% | Q1 2026 | Apr 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 37,257 | 1,893 | 1.56% | 1.89% | 136 | -8,037 | -17.74% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 35,641 | 1,811 | 0.03% | 0.04% | 137 | -3,573 | -9.11% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,612 | 1,810 | 0.03% | 0.01% | 138 | +26,616 | 295.86% | Q1 2026 | May 18, 2026 |
| Pflug Koory, LLC | History | Added to | 35,492 | 1,804 | 0.83% | 0.77% | 139 | +3,320 | 10.32% | Q1 2026 | Apr 21, 2026 |
| Finhabits Advisors LLC | History | Added to | 35,448 | 1,801 | 1.66% | 1.61% | 140 | +1,908 | 5.69% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,464 | 1,799 | 0.0% | 0.0% | 141 | +32,536 | 1111.2% | Q1 2026 | May 13, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 34,367 | 1,748 | 1.04% | 0.85% | 142 | +7,825 | 29.48% | Q1 2026 | Apr 23, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,096 | 1,682 | 0.11% | 0.11% | 143 | +457 | 1.4% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 32,897 | 1,672 | 0.18% | 0.17% | 144 | +1,335 | 4.23% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 32,515 | 1,652 | 0.02% | — | 145 | +32,515 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 32,515 | 1,652 | 0.04% | — | 146 | +32,515 | New | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 31,322 | 1,592 | 0.03% | 0.02% | 147 | +5,633 | 21.93% | Q1 2026 | Apr 27, 2026 |
| FreeGulliver LLC | History | New | 31,249 | 1,588 | 0.67% | — | 148 | +31,249 | New | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 31,003 | 1,571 | 0.35% | 0.39% | 149 | -220 | -0.7% | Q1 2026 | May 08, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 30,885 | 1,570 | 0.43% | 0.44% | 150 | -1,704 | -5.23% | Q1 2026 | May 12, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 30,293 | 1,539 | 0.37% | 0.23% | 151 | +13,002 | 75.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 29,902 | 1,520 | 0.0% | 0.0% | 152 | -2,841 | -8.68% | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 29,851 | 1,517 | 0.08% | 0.1% | 153 | +662 | 2.27% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 29,362 | 1,500 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 29,455 | 1,497 | 0.01% | 0.01% | 155 | -2,583 | -8.06% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,170 | 1,483 | 0.0% | 0.0% | 156 | +15,517 | 113.65% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 28,702 | 1,459 | 0.01% | 0.01% | 157 | -12,528 | -30.39% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 27,550 | 1,400 | 0.21% | 0.18% | 158 | +6,050 | 28.14% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 27,550 | 1,400 | 0.04% | 0.04% | 159 | -4,313 | -13.54% | Q1 2026 | May 14, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 27,410 | 1,393 | 1.03% | 1.01% | 160 | +1,208 | 4.61% | Q1 2026 | Apr 20, 2026 |
| Stratos Investment Management, LLC | History | Added to | 26,593 | 1,351 | 0.05% | 0.05% | 161 | +2,203 | 9.03% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 26,550 | 1,349 | 0.01% | 0.01% | 162 | -2,668 | -9.13% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 26,386 | 1,340 | 0.0% | 0.0% | 163 | +4,206 | 18.96% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 25,205 | 1,281 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 24,395 | 1,240 | 0.01% | 0.01% | 166 | +4,565 | 23.02% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 24,400 | 1,240 | 0.07% | 0.06% | 165 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | Reduced | 23,252 | 1,182 | 0.85% | 0.87% | 167 | -55 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Atwater Malick LLC | History | New | 23,230 | 1,180 | 0.32% | — | 168 | +23,230 | New | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,867 | 1,162 | 0.01% | 0.0% | 169 | +11,859 | 107.73% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 22,670 | 1,152 | 0.13% | 0.13% | 170 | +18 | 0.08% | Q1 2026 | Apr 16, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 22,354 | 1,136 | 0.25% | 0.12% | 171 | +11,707 | 109.96% | Q1 2026 | Apr 30, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 22,322 | 1,134 | 1.04% | 1.07% | 172 | -730 | -3.17% | Q1 2026 | Apr 08, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 22,281 | 1,132 | 0.55% | — | 173 | +22,281 | New | Q1 2026 | Apr 09, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 22,019 | 1,119 | 0.55% | 0.33% | 174 | +9,516 | 76.11% | Q1 2026 | Apr 17, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 21,997 | 1,118 | 0.14% | 0.14% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 21,656 | 1,100 | 0.42% | 0.14% | 176 | +14,469 | 201.32% | Q1 2026 | May 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 20,692 | 1,051 | 0.24% | 0.23% | 177 | +341 | 1.68% | Q1 2026 | Apr 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 20,617 | 1,048 | 0.08% | 0.06% | 178 | +2,982 | 16.91% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,611 | 1,047 | 0.02% | 0.02% | 179 | -1,296 | -5.92% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,906 | 1,011 | 0.02% | 0.01% | 180 | +12,239 | 159.63% | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 19,332 | 982 | 0.67% | 1.22% | 181 | -4,198 | -17.84% | Q1 2026 | Apr 15, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 19,254 | 978 | 0.14% | 0.14% | 182 | -1,193 | -5.83% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 19,234 | 977 | 0.0% | 0.0% | 183 | -942 | -4.67% | Q1 2026 | May 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 19,187 | 975 | 0.98% | 0.78% | 184 | +4,132 | 27.45% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,983 | 965 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 18,791 | 955 | 0.86% | 0.88% | 186 | +798 | 4.44% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 18,338 | 932 | 0.01% | 0.06% | 187 | -182,537 | -90.87% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,856 | 906 | 0.01% | 0.01% | 188 | +159 | 0.9% | Q1 2026 | May 15, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 17,676 | 898 | 0.65% | 0.64% | 189 | +260 | 1.49% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 17,327 | 880 | 0.06% | 0.07% | 190 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,175 | 873 | 0.57% | 0.56% | 191 | +150 | 0.88% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 17,069 | 867 | 0.01% | 0.01% | 192 | -721 | -4.05% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Added to | 16,808 | 854 | 0.1% | 0.09% | 193 | +885 | 5.56% | Q1 2026 | Apr 10, 2026 |
| LVZ, Inc. | History | Added to | 16,607 | 844 | 0.1% | 0.09% | 194 | +16 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 16,381 | 832 | 0.48% | 0.57% | 195 | -2,652 | -13.93% | Q1 2026 | Apr 17, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 16,253 | 826 | 0.21% | 0.24% | 196 | -1,800 | -9.97% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 16,134 | 820 | 0.07% | 0.05% | 197 | +4,002 | 32.99% | Q1 2026 | Apr 08, 2026 |
| JGP Wealth Management, LLC | History | Added to | 15,996 | 813 | 0.08% | 0.06% | 198 | +5,533 | 52.88% | Q1 2026 | Apr 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 15,779 | 802 | 0.11% | 1.43% | 199 | -177,494 | -91.84% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,517 | 788 | 0.0% | — | 200 | +15,517 | New | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,322 | 778 | 0.01% | 0.0% | 201 | +10,394 | 210.92% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,240 | 774 | 0.02% | 0.01% | 202 | +8,359 | 121.48% | Q1 2026 | May 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 14,866 | 755 | 0.29% | 0.32% | 203 | -436 | -2.85% | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 14,851 | 754 | 0.27% | — | 204 | +14,851 | New | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Added to | 14,606 | 742 | 0.11% | 0.09% | 205 | +3,851 | 35.81% | Q1 2026 | May 04, 2026 |
| Fortis Advisors, LLC | History | Added to | 14,588 | 741 | 0.37% | 0.4% | 206 | +99 | 0.68% | Q1 2026 | May 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 14,427 | 733 | 0.7% | 0.64% | 207 | +1,632 | 12.75% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 14,341 | 729 | 0.05% | 0.06% | 208 | -1,453 | -9.2% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,204 | 722 | 0.01% | — | 210 | +14,204 | New | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 14,219 | 722 | 0.42% | 0.62% | 209 | -7,448 | -34.37% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | New | 14,135 | 718 | 0.07% | — | 211 | +14,135 | New | Q1 2026 | Apr 16, 2026 |
| Journey Advisory Group, LLC | History | Added to | 13,960 | 709 | 0.06% | 0.04% | 212 | +4,437 | 46.59% | Q1 2026 | May 05, 2026 |
| Darrow Company, Inc. | History | Added to | 13,965 | 709 | 0.32% | 0.32% | 213 | +6 | 0.04% | Q1 2026 | Apr 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 13,876 | 705 | 0.31% | 0.37% | 214 | -3,034 | -17.94% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Reduced | 13,795 | 701 | 0.1% | 0.1% | 215 | -85 | -0.61% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 13,771 | 700 | 0.06% | 0.05% | 216 | +1,325 | 10.65% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 13,519 | 687 | 0.43% | 0.16% | 218 | +8,871 | 190.86% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Reduced | 13,517 | 687 | 0.05% | 0.05% | 217 | -83 | -0.61% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,254 | 677 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 13,205 | 671 | 0.04% | 0.07% | 220 | -13,764 | -51.04% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 12,972 | 659 | 0.07% | 0.05% | 221 | +4,658 | 56.03% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 12,882 | 658 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 12,760 | 648 | 0.02% | 0.02% | 223 | -369 | -2.81% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,643 | 640 | 0.04% | 0.04% | 224 | +2,426 | 23.74% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 12,321 | 626 | 0.06% | 0.07% | 225 | -1,952 | -13.68% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 12,148 | 617 | 0.13% | 0.13% | 226 | -456 | -3.62% | Q1 2026 | Apr 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 12,086 | 614 | 0.03% | 0.03% | 227 | +82 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Syverson Strege & Co | History | Added to | 12,077 | 613 | 0.15% | 0.15% | 228 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 11,575 | 588 | 0.07% | 0.08% | 229 | -72 | -0.62% | Q1 2026 | Apr 16, 2026 |
| Hudock, Inc. | History | Added to | 11,372 | 578 | 0.09% | 0.08% | 230 | +1,094 | 10.64% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,323 | 573 | 0.01% | 0.01% | 231 | +40 | 0.35% | Q1 2026 | Apr 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 11,182 | 568 | 0.03% | 0.02% | 232 | +2,621 | 30.62% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 11,167 | 567 | 0.04% | 0.04% | 233 | -1,161 | -9.42% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,947 | 556 | 0.06% | — | 234 | +10,947 | New | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 10,924 | 555 | 0.45% | 0.28% | 235 | +4,503 | 70.13% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | New | 10,888 | 553 | 0.11% | — | 236 | +10,888 | New | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Added to | 10,768 | 545 | 0.09% | 0.06% | 238 | +3,720 | 52.78% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 10,738 | 545 | 0.01% | 0.01% | 237 | +2,055 | 23.67% | Q1 2026 | Apr 13, 2026 |
| Steele Capital Management, Inc. | History | New | 10,699 | 543 | 0.02% | — | 239 | +10,699 | New | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 10,441 | 530 | 0.0% | 0.0% | 240 | +102 | 0.99% | Q1 2026 | May 12, 2026 |
| 4J Wealth Management LLC | History | Added to | 10,420 | 529 | 0.3% | 0.3% | 241 | +316 | 3.13% | Q1 2026 | May 05, 2026 |
| Fiduciary Group, LLC | History | Reduced | 10,371 | 527 | 0.05% | 0.05% | 242 | -1,274 | -10.94% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Added to | 10,336 | 524 | 0.05% | 0.06% | 243 | +74 | 0.72% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 10,101 | 513 | 0.0% | 0.0% | 244 | +69 | 0.69% | Q1 2026 | May 13, 2026 |
| Detalus Advisors, LLC | History | New | 10,000 | 508 | 0.12% | — | 245 | +10,000 | New | Q1 2026 | Apr 22, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 9,774 | 496 | 0.2% | 0.22% | 246 | -587 | -5.67% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 9,594 | 490 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 9,587 | 487 | 0.13% | 0.09% | 248 | +3,235 | 50.93% | Q1 2026 | May 08, 2026 |
| Cross Staff Investments Inc | History | No change | 9,485 | 482 | 0.24% | 0.27% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Reduced | 9,464 | 481 | 0.0% | 0.0% | 250 | -1,146 | -10.8% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 9,443 | 480 | 0.14% | 0.15% | 251 | -82 | -0.86% | Q1 2026 | Apr 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,458 | 480 | 0.01% | 0.01% | 252 | +64 | 0.68% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,244 | 469 | 0.01% | 0.01% | 253 | +2,493 | 36.93% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,134 | 464 | 0.17% | 0.19% | 254 | -1,235 | -11.91% | Q1 2026 | May 08, 2026 |
| Valley Financial Group, Inc. | History | No change | 9,064 | 460 | 0.25% | 0.26% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,021 | 459 | 0.01% | 0.01% | 256 | -1,083 | -10.72% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,013 | 458 | 0.02% | 0.02% | 257 | +55 | 0.61% | Q1 2026 | Apr 20, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 8,960 | 455 | 0.13% | 0.12% | 258 | +151 | 1.71% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,861 | 450 | 0.01% | 0.01% | 259 | -905 | -9.27% | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 8,817 | 448 | 0.13% | 0.12% | 260 | +975 | 12.43% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Reduced | 8,471 | 431 | 0.02% | 0.02% | 261 | -1,620 | -16.05% | Q1 2026 | May 08, 2026 |
| Oxinas Partners, LLC | History | Added to | 8,391 | 426 | 0.19% | 0.2% | 262 | +246 | 3.02% | Q1 2026 | Apr 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,263 | 420 | 0.06% | 0.06% | 263 | +397 | 5.05% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 8,187 | 416 | 0.03% | — | 265 | +8,187 | New | Q1 2026 | Apr 28, 2026 |
| Somerset Group LLC | History | Added to | 8,173 | 416 | 0.31% | 0.31% | 264 | +21 | 0.26% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 8,182 | 415 | 0.02% | 0.02% | 266 | +355 | 4.54% | Q1 2026 | Apr 23, 2026 |
| Embree Financial Group | History | Reduced | 8,091 | 411 | 0.05% | 0.08% | 267 | -4,602 | -36.26% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,761 | 394 | 0.0% | 0.0% | 268 | -247 | -3.08% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | New | 7,520 | 383 | 0.67% | — | 269 | +7,520 | New | Q1 2026 | May 15, 2026 |
| North Capital, Inc. | History | Reduced | 7,475 | 379 | 0.32% | 0.33% | 270 | -23 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,354 | 373 | 0.01% | 0.01% | 271 | +383 | 5.49% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,284 | 370 | 0.06% | 0.08% | 272 | -1,364 | -15.77% | Q1 2026 | Apr 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 7,210 | 366 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 7,117 | 361 | 0.01% | 0.02% | 274 | -1,509 | -17.49% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,033 | 357 | 0.01% | 0.01% | 275 | +1 | 0.01% | Q1 2026 | Apr 07, 2026 |
| Accelerate Investment Advisors LLC | History | New | 6,932 | 352 | 0.24% | — | 276 | +6,932 | New | Q1 2026 | Apr 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,861 | 348 | 0.02% | 0.02% | 277 | -251 | -3.53% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 6,795 | 345 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Waycross Investment Management Co | History | No change | 6,794 | 345 | 0.33% | 0.31% | 279 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Intrua Financial, LLC | History | No change | 6,752 | 343 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 6,583 | 334 | 0.01% | 0.01% | 281 | +4 | 0.06% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 6,530 | 331 | 0.08% | 0.13% | 282 | -4,927 | -43.0% | Q1 2026 | Apr 16, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,482 | 329 | 0.03% | 0.03% | 283 | -91 | -1.38% | Q1 2026 | Apr 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 6,428 | 326 | 0.05% | — | 285 | +6,428 | New | Q1 2026 | Apr 29, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 6,413 | 326 | 0.1% | 0.11% | 284 | +8 | 0.12% | Q1 2026 | Apr 17, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 6,400 | 325 | 0.0% | 0.0% | 286 | +2,400 | 60.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,338 | 322 | 0.01% | 0.01% | 287 | -1,943 | -23.46% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,245 | 317 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ETF Store, Inc. | History | Reduced | 6,137 | 311 | 0.3% | 0.37% | 289 | -895 | -12.73% | Q1 2026 | Apr 30, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 6,103 | 310 | 0.09% | 0.09% | 291 | -276 | -4.33% | Q1 2026 | Apr 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 6,110 | 310 | 0.0% | 0.0% | 290 | +155 | 2.6% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | No change | 6,044 | 307 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 5,955 | 302 | 0.1% | 0.08% | 293 | +1,775 | 42.46% | Q1 2026 | Apr 27, 2026 |
| GS Investments, Inc. | History | No change | 5,940 | 301 | 0.17% | 0.16% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANCE WEALTH, LLC | History | Added to | 5,921 | 300 | 0.09% | 0.09% | 295 | +23 | 0.39% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,900 | 299 | 0.07% | 0.07% | 296 | -235 | -3.83% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,722 | 290 | 0.0% | 0.01% | 297 | -13,502 | -70.24% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | New | 5,654 | 287 | 0.12% | — | 299 | +5,654 | New | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,661 | 287 | 0.05% | 0.05% | 298 | +91 | 1.63% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | New | 5,603 | 284 | 0.02% | — | 301 | +5,603 | New | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 5,595 | 284 | 0.12% | 0.12% | 300 | +18 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 5,534 | 281 | 0.2% | 0.21% | 302 | -115 | -2.04% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 5,485 | 278 | 0.12% | 0.17% | 304 | -2,441 | -30.8% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,484 | 278 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TrueWealth Advisors, LLC | History | No change | 5,453 | 277 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,347 | 271 | 0.0% | 0.0% | 306 | -193 | -3.48% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,335 | 271 | 0.01% | 0.01% | 307 | +110 | 2.11% | Q1 2026 | May 19, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 5,323 | 270 | 0.18% | 0.19% | 308 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | New | 5,266 | 267 | 0.08% | — | 309 | +5,266 | New | Q1 2026 | Apr 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 5,182 | 263 | 0.2% | 0.23% | 311 | -280 | -5.13% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,155 | 263 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,135 | 262 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Madrona Financial Services, LLC | History | No change | 5,135 | 261 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 5,117 | 260 | 0.11% | 0.1% | 314 | +19 | 0.37% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | New | 5,056 | 257 | 0.03% | — | 316 | +5,056 | New | Q1 2026 | Apr 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 5,063 | 257 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,041 | 256 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | No change | 5,000 | 254 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,954 | 251 | 0.02% | 0.02% | 319 | -995 | -16.73% | Q1 2026 | Apr 24, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,900 | 249 | 0.17% | 0.16% | 320 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 4,849 | 246 | 0.04% | 0.05% | 321 | -1,335 | -21.59% | Q1 2026 | May 04, 2026 |
| Flaharty Asset Management, LLC | History | No change | 4,810 | 244 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,787 | 243 | 0.0% | — | 324 | +4,787 | New | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | No change | 4,786 | 243 | 0.06% | 0.06% | 323 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,714 | 239 | 0.0% | — | 326 | +4,714 | New | Q1 2026 | May 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 4,716 | 239 | 0.2% | 0.2% | 325 | -468 | -9.03% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,681 | 237 | 0.01% | 0.01% | 327 | +113 | 2.47% | Q1 2026 | May 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 4,637 | 235 | 0.01% | 0.03% | 328 | -6,191 | -57.18% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | No change | 4,605 | 234 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 4,520 | 229 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quartz Partners, LLC | History | Added to | 4,467 | 227 | 0.09% | 0.08% | 331 | +179 | 4.17% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,457 | 226 | 0.0% | 0.0% | 332 | -431 | -8.82% | Q1 2026 | May 13, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 4,461 | 226 | 0.04% | 0.04% | 333 | -17 | -0.38% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 4,417 | 224 | 0.02% | 0.02% | 334 | +145 | 3.39% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | New | 4,286 | 217 | 0.0% | — | 335 | +4,286 | New | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 4,263 | 216 | 0.01% | 0.01% | 336 | -618 | -12.66% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,137 | 210 | 0.0% | — | 337 | +4,137 | New | Q1 2026 | May 13, 2026 |
| New Capital Management LP | History | Reduced | 4,117 | 209 | 0.05% | 0.06% | 338 | -190 | -4.41% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,105 | 208 | 0.01% | 0.01% | 339 | -1 | -0.02% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 4,097 | 208 | 0.18% | 0.19% | 340 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Shared Vision Wealth Group LLC | History | New | 4,047 | 205 | 0.08% | — | 341 | +4,047 | New | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,997 | 203 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,000 | 203 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | Added to | 3,961 | 201 | 0.03% | 0.03% | 344 | +42 | 1.07% | Q1 2026 | May 05, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 3,877 | 197 | 0.19% | 0.2% | 345 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,822 | 194 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 3,796 | 192 | 0.1% | 1.55% | 347 | -54,255 | -93.46% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Reduced | 3,455 | 175 | 0.01% | 0.01% | 348 | -451 | -11.55% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,238 | 164 | 0.01% | 0.01% | 349 | +308 | 10.51% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,098 | 157 | 0.01% | 0.01% | 350 | -32 | -1.02% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,921 | 148 | 0.05% | 0.05% | 351 | +8 | 0.27% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,871 | 145 | 0.01% | 0.02% | 352 | -1,473 | -33.91% | Q1 2026 | Apr 30, 2026 |
| Wellington Shields & Co., LLC | History | No change | 2,646 | 134 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,287 | 116 | 0.05% | 0.06% | 354 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 2,072 | 105 | 0.0% | 0.0% | 355 | +72 | 3.6% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 1,852 | 93 | 0.02% | — | 356 | +1,852 | New | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,722 | 87 | 0.0% | 0.0% | 357 | -571 | -24.9% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,206 | 61 | 0.0% | — | 358 | +1,206 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,115 | 56 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,036 | 52 | 0.01% | — | 360 | +1,036 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | No change | 900 | 46 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 880 | 44 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 794 | 40 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 750 | 38 | 0.03% | 0.03% | 364 | +74 | 10.95% | Q1 2026 | May 11, 2026 |
| LGT Financial Advisors LLC | History | No change | 747 | 37 | 0.19% | 0.23% | 365 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 722 | 36 | 0.03% | — | 366 | +722 | New | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Reduced | 708 | 35 | 0.02% | 0.05% | 367 | -1,291 | -64.58% | Q1 2026 | Apr 13, 2026 |
| Hurley Capital, LLC | History | Added to | 685 | 34 | 0.02% | 0.02% | 368 | +4 | 0.59% | Q1 2026 | May 06, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 561 | 28 | 0.01% | 0.01% | 369 | -524 | -48.29% | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 504 | 25 | 0.0% | 0.0% | 372 | -699 | -58.1% | Q1 2026 | Apr 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 500 | 25 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | No change | 495 | 25 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 263,390 | 19 | 0.0% | 0.02% | 373 | +119 | 0.05% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 296 | 15 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 310 | 15 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 290 | 14 | 0.01% | — | 376 | +290 | New | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 12 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 199 | 10 | 0.01% | — | 378 | +199 | New | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 174 | 8 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 143 | 7 | 0.0% | — | 381 | +143 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 146 | 7 | 0.0% | 0.0% | 380 | +45 | 44.55% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 134 | 6 | 0.0% | — | 386 | +134 | New | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | New | 131 | 6 | 0.0% | — | 385 | +131 | New | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | Added to | 131 | 6 | 0.0% | 0.0% | 382 | +1 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 128 | 6 | 0.0% | 0.0% | 383 | +1 | 0.79% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 90 | 4 | 0.01% | — | 390 | +90 | New | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 97 | 4 | 0.0% | 0.0% | 388 | +2 | 2.11% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 92 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 76 | 3 | 0.0% | — | 392 | +76 | New | Q1 2026 | Apr 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 78 | 3 | 0.0% | 0.0% | 391 | +1 | 1.3% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -469,238 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -53,286 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -49,673 | -100.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,230 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,681 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 0.62% | — | -26,107 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -19,898 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.38% | — | -17,653 | -100.0% | Q1 2026 | May 01, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.06% | — | -15,550 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,628 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -12,475 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -10,373 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,293 | -100.0% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,900 | -100.0% | Q1 2026 | May 05, 2026 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,771 | -100.0% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,363 | -100.0% | Q1 2026 | May 05, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -8,850 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,034 | -100.0% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,180 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MERIDIAN MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.09% | — | -6,900 | -100.0% | Q1 2026 | May 05, 2026 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,023 | -100.0% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,180 | -100.0% | Q1 2026 | May 11, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,150 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,970 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,801 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,488 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,480 | -100.0% | Q1 2026 | May 11, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,315 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,096 | -100.0% | Q1 2026 | May 04, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,934 | -100.0% | Q1 2026 | Apr 27, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,928 | -100.0% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,419 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -897 | -100.0% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -619 | -100.0% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 14, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 13, 2026 |
| CVS HEALTH Corp | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |