VanEck ETF Trust - NLR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,271,455 | 302,535 | 0.08% | 0.06% | 1 | +399,516 | 21.34% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,258,420 | 167,609 | 0.01% | 0.01% | 2 | +124,573 | 10.99% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,148,995 | 153,034 | 0.01% | 0.01% | 3 | +278,767 | 32.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 611,933 | 81,503 | 0.03% | 0.02% | 4 | +76,240 | 14.23% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 510,927 | 68,050 | 0.01% | 0.01% | 5 | +188,662 | 58.54% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 470,983 | 62,730 | 0.07% | 0.05% | 6 | +70,294 | 17.54% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 412,036 | 54,878 | 0.01% | 0.01% | 7 | +28,325 | 7.38% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 376,451 | 50,139 | 0.01% | 0.01% | 8 | +1,830 | 0.49% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 328,118 | 43,702 | 0.01% | 0.0% | 9 | +213,478 | 186.22% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 286,661 | 38,185 | 0.04% | 0.03% | 10 | +37,436 | 15.02% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 261,828 | 34,872 | 0.01% | 0.0% | 11 | +135,449 | 107.18% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 245,915 | 32,753 | 0.05% | 0.03% | 12 | +53,085 | 27.53% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 224,852 | 29,948 | 0.08% | 0.06% | 13 | +34,505 | 18.13% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 188,038 | 25,048 | 0.04% | 0.03% | 14 | +20,994 | 12.57% | Q1 2026 | May 15, 2026 |
| Lloyd Harbor Capital Management, LLC | History | New | 185,000 | 24,640 | 10.07% | — | 15 | +185,000 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 179,840 | 23,953 | 0.02% | 0.01% | 16 | +105,470 | 141.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 182,803 | 23,788 | 0.01% | 0.01% | 17 | +46,025 | 33.65% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 169,319 | 22,552 | 0.06% | 0.05% | 18 | +17,381 | 11.44% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Added to | 160,641 | 21,395 | 1.15% | 0.03% | 19 | +154,187 | 2389.01% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 147,713 | 19,673 | 0.09% | 0.08% | 20 | +7,238 | 5.15% | Q1 2026 | Apr 24, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 140,081 | 19,126 | 1.4% | 1.23% | 21 | +8,321 | 6.32% | Q1 2026 | Apr 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 136,924 | 18,233 | 3.32% | 3.48% | 22 | -7,017 | -4.87% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 136,433 | 18,171 | 0.0% | 0.0% | 23 | +21,524 | 18.73% | Q1 2026 | May 12, 2026 |
| 360 Financial, Inc. | History | Added to | 123,083 | 16,393 | 4.94% | 4.4% | 24 | +5,972 | 5.1% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 108,447 | 14,443 | 0.01% | 0.01% | 25 | +27,105 | 33.32% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 99,266 | 13,221 | 0.03% | 0.02% | 26 | +9,076 | 10.06% | Q1 2026 | May 01, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 94,845 | 12,631 | 6.36% | 5.78% | 27 | +8,332 | 9.63% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 93,325 | 12,429 | 0.02% | 0.01% | 28 | +31,590 | 51.17% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 86,856 | 11,568 | 0.02% | 0.02% | 29 | +8,995 | 11.55% | Q1 2026 | May 06, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 86,349 | 11,500 | 5.49% | 7.11% | 30 | +84,623 | 4902.84% | Q1 2026 | May 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 85,988 | 11,452 | 0.38% | 0.22% | 31 | +29,933 | 53.4% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 84,964 | 11,316 | 0.26% | 0.25% | 32 | +209 | 0.25% | Q1 2026 | May 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 84,197 | 11,214 | 3.62% | 1.39% | 33 | +47,308 | 128.24% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 79,030 | 10,526 | 0.02% | 0.01% | 34 | +14,352 | 22.19% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 73,551 | 9,796 | 1.07% | 1.81% | 35 | -32,424 | -30.6% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 73,065 | 9,731 | 0.2% | 0.2% | 36 | +1,721 | 2.41% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 72,743 | 9,688 | 0.05% | 0.04% | 37 | +14,840 | 25.63% | Q1 2026 | May 08, 2026 |
| McGuire Investment Group, LLC | History | Added to | 69,987 | 9,321 | 1.05% | 0.82% | 38 | +7,942 | 12.8% | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 68,593 | 9,135 | 2.31% | 2.14% | 39 | +7,754 | 12.75% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 66,612 | 8,872 | 0.0% | — | 40 | +66,612 | New | Q1 2026 | May 15, 2026 |
| Madrid Financial Services | History | New | 64,772 | 8,626 | 5.09% | — | 41 | +64,772 | New | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Added to | 61,445 | 8,183 | 1.97% | 1.41% | 42 | +17,219 | 38.93% | Q1 2026 | Apr 14, 2026 |
| Massar Capital Management, LP | History | New | 61,134 | 8,142 | 0.87% | — | 43 | +61,134 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 59,932 | 7,982 | 0.12% | 0.08% | 44 | +15,612 | 35.23% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 56,431 | 7,516 | 0.09% | 0.08% | 45 | +1,455 | 2.65% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 55,957 | 7,452 | 0.0% | 0.0% | 46 | -1,015 | -1.78% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Added to | 54,667 | 7,279 | 0.16% | 0.1% | 47 | +13,910 | 34.13% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,433 | 7,250 | 0.01% | 0.01% | 48 | +6,068 | 12.55% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 54,142 | 7,211 | 0.59% | 0.55% | 49 | +2,734 | 5.32% | Q1 2026 | Apr 08, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 51,073 | 6,802 | 0.69% | 0.62% | 50 | +1,522 | 3.07% | Q1 2026 | May 08, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 49,933 | 6,650 | 0.03% | 0.02% | 51 | -6,772 | -11.94% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 49,793 | 6,631 | 0.25% | 0.24% | 52 | -2,381 | -4.56% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 47,735 | 6,357 | 0.02% | 0.03% | 53 | -15,906 | -24.99% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 47,351 | 6,306 | 0.07% | 0.08% | 54 | -14,623 | -23.6% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 44,744 | 5,959 | 0.12% | — | 55 | +44,744 | New | Q1 2026 | Apr 27, 2026 |
| Steele Capital Management, Inc. | History | Added to | 43,990 | 5,859 | 0.24% | 0.18% | 56 | +10,295 | 30.55% | Q1 2026 | Apr 29, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 43,059 | 5,735 | 2.43% | 2.12% | 57 | +811 | 1.92% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,047 | 5,733 | 0.03% | 0.03% | 58 | +2,361 | 5.8% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 42,895 | 5,713 | 0.0% | 0.0% | 59 | +33,630 | 362.98% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 42,609 | 5,675 | 0.07% | 0.1% | 60 | -11,826 | -21.72% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 42,436 | 5,652 | 0.64% | 0.75% | 61 | -10,455 | -19.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,392 | 5,644 | 0.0% | 0.0% | 62 | +23,295 | 110.42% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 41,964 | 5,589 | 0.69% | 0.58% | 63 | +2,869 | 7.34% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 40,699 | 5,420 | 0.26% | 0.33% | 65 | -14,451 | -26.2% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 40,697 | 5,420 | 0.02% | 0.02% | 64 | -4,030 | -9.01% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 36,669 | 5,321 | 1.13% | 0.89% | 66 | +8,609 | 30.68% | Q1 2026 | May 01, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 37,720 | 5,023 | 0.37% | 0.33% | 67 | +1,642 | 4.55% | Q1 2026 | Apr 16, 2026 |
| PRUDENTIAL PLC | History | No change | 37,000 | 4,928 | 0.03% | 0.04% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,750 | 4,761 | 0.11% | 0.08% | 69 | +9,004 | 33.66% | Q1 2026 | May 15, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 35,636 | 4,746 | 0.67% | — | 70 | +35,636 | New | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 34,718 | 4,624 | 0.01% | 0.01% | 71 | +2,376 | 7.35% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Planning LLC | History | Added to | 34,016 | 4,530 | 1.37% | 1.19% | 72 | +2,355 | 7.44% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 33,964 | 4,523 | 0.02% | 0.01% | 73 | +15,402 | 82.98% | Q1 2026 | May 15, 2026 |
| Paller Financial Services Inc | History | Added to | 33,427 | 4,452 | 3.68% | 3.33% | 74 | +25 | 0.07% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 32,826 | 4,372 | 0.1% | 0.12% | 75 | -4,487 | -12.03% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,216 | 4,290 | 0.05% | 0.04% | 76 | +2,398 | 8.04% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,186 | 4,286 | 0.07% | 0.06% | 77 | +6,959 | 27.59% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 31,314 | 4,170 | 0.32% | 0.26% | 78 | +4,889 | 18.5% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 30,903 | 4,115 | 0.05% | 0.01% | 79 | +24,283 | 366.81% | Q1 2026 | Apr 16, 2026 |
| Drake & Associates, LLC | History | Added to | 30,484 | 4,060 | 0.77% | 0.63% | 80 | +5,162 | 20.39% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 30,388 | 4,047 | 0.12% | 0.0% | 81 | +30,275 | 26792.04% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Added to | 30,265 | 4,030 | 0.01% | 0.01% | 82 | +4,207 | 16.14% | Q1 2026 | May 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 30,113 | 4,010 | 0.71% | 0.64% | 83 | +1,650 | 5.8% | Q1 2026 | Apr 20, 2026 |
| GFS Advisors, LLC | History | New | 20,405 | 4,003 | 0.51% | — | 84 | +20,405 | New | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 29,065 | 3,871 | 0.7% | 0.6% | 85 | +2,665 | 10.09% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28,329 | 3,773 | 0.0% | 0.0% | 86 | -10,043 | -26.17% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Added to | 28,312 | 3,770 | 0.15% | 0.11% | 87 | +3,375 | 13.53% | Q1 2026 | Apr 27, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 28,262 | 3,764 | 0.71% | 0.59% | 88 | +3,115 | 12.39% | Q1 2026 | Apr 13, 2026 |
| RWQ Financial Management Services, Inc. | History | New | 27,475 | 3,659 | 2.38% | — | 89 | +27,475 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 28,689 | 3,586 | 0.02% | 0.02% | 91 | +4,284 | 17.55% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,928 | 3,586 | 0.26% | 0.23% | 90 | -581 | -2.11% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 25,733 | 3,427 | 0.16% | 0.02% | 92 | +22,950 | 824.65% | Q1 2026 | May 18, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 24,710 | 3,291 | 0.54% | 0.5% | 93 | +358 | 1.47% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 24,511 | 3,264 | 0.12% | 0.01% | 94 | +21,426 | 694.52% | Q1 2026 | May 14, 2026 |
| Bucket List Wealth Management, LLC | History | New | 23,741 | 3,162 | 1.9% | — | 95 | +23,741 | New | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,482 | 3,138 | 0.01% | 0.01% | 96 | -16,090 | -40.66% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,519 | 3,132 | 0.08% | 0.07% | 97 | +1,450 | 6.57% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 23,300 | 3,103 | 0.04% | 0.03% | 98 | +1,983 | 9.3% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,576 | 3,006 | 0.1% | 0.06% | 99 | +1,638 | 7.82% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 22,043 | 2,936 | 0.09% | 0.07% | 100 | +1,612 | 7.89% | Q1 2026 | Apr 21, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 21,960 | 2,924 | 1.27% | 1.08% | 101 | +2,261 | 11.48% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 21,668 | 2,885 | 0.0% | 0.01% | 102 | -55,546 | -71.94% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 21,607 | 2,877 | 0.84% | 0.74% | 103 | +1,966 | 10.01% | Q1 2026 | Apr 23, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 21,291 | 2,835 | 0.99% | 1.1% | 104 | -643 | -2.93% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 21,041 | 2,802 | 0.0% | 0.0% | 105 | +5,146 | 32.37% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 20,752 | 2,788 | 0.05% | 0.04% | 106 | +3,052 | 17.24% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Reduced | 20,783 | 2,768 | 0.0% | 0.01% | 107 | -65,212 | -75.83% | Q1 2026 | May 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 20,680 | 2,754 | 0.67% | 0.64% | 108 | -4,290 | -17.18% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 20,384 | 2,714 | 0.03% | 0.02% | 109 | +13,037 | 177.45% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,211 | 2,691 | 0.1% | 0.07% | 110 | +8,387 | 70.93% | Q1 2026 | May 19, 2026 |
| McCollum Christoferson Group LLC | History | New | 20,013 | 2,665 | 0.8% | — | 111 | +20,013 | New | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 19,947 | 2,654 | 0.0% | — | 112 | +19,947 | New | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 19,805 | 2,637 | 0.97% | 0.85% | 113 | +853 | 4.5% | Q1 2026 | May 08, 2026 |
| Echo45 Advisors LLC | History | Added to | 19,646 | 2,616 | 1.47% | 1.38% | 114 | +204 | 1.05% | Q1 2026 | Apr 20, 2026 |
| Snider Financial Group | History | Reduced | 19,220 | 2,559 | 0.77% | 0.73% | 115 | -2,719 | -12.39% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Added to | 18,904 | 2,517 | 0.08% | 0.07% | 116 | +2,655 | 16.34% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,706 | 2,491 | 0.12% | 0.1% | 117 | +3,448 | 22.6% | Q1 2026 | Apr 23, 2026 |
| Tepp RIA, LLC | History | New | 18,436 | 2,455 | 1.92% | — | 119 | +18,436 | New | Q1 2026 | Apr 22, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 18,438 | 2,455 | 1.65% | 1.55% | 118 | +505 | 2.82% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,326 | 2,440 | 0.01% | 0.01% | 120 | +2,672 | 17.07% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,214 | 2,425 | 0.03% | 0.02% | 121 | +2,857 | 18.6% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,190 | 2,422 | 0.03% | 0.02% | 122 | +1,978 | 12.2% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,588 | 2,342 | 0.03% | 0.03% | 123 | +778 | 4.63% | Q1 2026 | May 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 17,370 | 2,313 | 1.04% | 0.96% | 124 | +2,654 | 18.03% | Q1 2026 | Apr 28, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 17,343 | 2,309 | 1.5% | 1.39% | 125 | -6 | -0.03% | Q1 2026 | Apr 24, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 17,110 | 2,220 | 0.29% | 0.29% | 126 | -226 | -1.3% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 16,430 | 2,188 | 0.0% | 0.0% | 127 | +2,409 | 17.18% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 15,929 | 2,172 | 0.21% | 0.2% | 128 | +1,841 | 13.07% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 16,083 | 2,142 | 0.53% | 0.0% | 129 | +16,066 | 94505.88% | Q1 2026 | Apr 03, 2026 |
| Advisory Alpha, LLC | History | Added to | 15,909 | 2,119 | 0.06% | 0.05% | 130 | +766 | 5.06% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,630 | 2,081 | 1.0% | 1.06% | 131 | -1,378 | -8.1% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 14,983 | 1,995 | 0.18% | 0.15% | 132 | +2,161 | 16.85% | Q1 2026 | Apr 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 14,575 | 1,941 | 0.06% | 0.03% | 133 | +6,511 | 80.74% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 14,383 | 1,915 | 0.0% | 0.0% | 134 | +12,630 | 720.48% | Q1 2026 | May 14, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 13,994 | 1,863 | 1.59% | 0.71% | 135 | +6,696 | 91.75% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 13,852 | 1,845 | 0.07% | — | 136 | +13,852 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 13,776 | 1,834 | 0.02% | 0.01% | 137 | +5,113 | 59.02% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 13,587 | 1,809 | 0.0% | — | 138 | +13,587 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,569 | 1,807 | 0.02% | 0.02% | 139 | +1,883 | 16.11% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,294 | 1,770 | 0.13% | 0.16% | 140 | -4,907 | -26.96% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 13,102 | 1,745 | 0.0% | — | 141 | +13,102 | New | Q1 2026 | May 01, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 13,000 | 1,731 | 0.53% | 0.49% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,872 | 1,714 | 0.04% | 0.06% | 143 | -6,533 | -33.67% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,610 | 1,679 | 0.07% | 0.07% | 144 | +196 | 1.58% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,506 | 1,665 | 0.04% | 0.04% | 145 | +506 | 4.22% | Q1 2026 | Apr 07, 2026 |
| LeConte Wealth Management, LLC | History | New | 12,418 | 1,653 | 1.07% | — | 146 | +12,418 | New | Q1 2026 | May 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 12,382 | 1,649 | 0.52% | 0.45% | 147 | +665 | 5.68% | Q1 2026 | May 19, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 12,266 | 1,633 | 1.1% | 0.95% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 12,240 | 1,630 | 0.19% | 0.12% | 149 | +3,432 | 38.96% | Q1 2026 | Apr 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,238 | 1,629 | 0.07% | 0.07% | 150 | +779 | 6.8% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 12,065 | 1,606 | 0.11% | 0.1% | 151 | +80 | 0.67% | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 12,025 | 1,601 | 0.63% | 0.52% | 152 | +1,232 | 11.41% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,998 | 1,598 | 0.06% | 0.05% | 153 | -131 | -1.08% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 12,749 | 1,583 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 11,636 | 1,549 | 0.09% | 0.09% | 155 | -1,137 | -8.9% | Q1 2026 | Apr 09, 2026 |
| Clarus Wealth Advisors | History | Reduced | 11,627 | 1,527 | 0.65% | 0.71% | 156 | -591 | -4.84% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 11,443 | 1,524 | 0.01% | 0.01% | 157 | +4,660 | 68.7% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,375 | 1,515 | 0.03% | 0.03% | 158 | +419 | 3.82% | Q1 2026 | May 14, 2026 |
| Wealth Intelligence, LLC | History | Added to | 11,223 | 1,494 | 0.72% | 0.55% | 159 | +2,315 | 25.99% | Q1 2026 | Apr 15, 2026 |
| WT Wealth Management | History | Added to | 11,210 | 1,493 | 0.44% | 0.36% | 160 | +1,111 | 11.0% | Q1 2026 | Apr 21, 2026 |
| Nikulski Financial, Inc. | History | New | 11,205 | 1,492 | 0.37% | — | 161 | +11,205 | New | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,087 | 1,476 | 0.04% | 0.04% | 162 | +489 | 4.61% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 11,062 | 1,473 | 0.05% | 0.04% | 163 | +814 | 7.94% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 10,940 | 1,457 | 0.0% | 0.0% | 164 | +1,430 | 15.04% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,630 | 1,415 | 0.04% | 0.03% | 165 | +2,892 | 37.37% | Q1 2026 | May 11, 2026 |
| AGH Wealth Advisors, LLC | History | New | 10,556 | 1,405 | 1.03% | — | 166 | +10,556 | New | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | New | 10,523 | 1,401 | 0.05% | — | 168 | +10,523 | New | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,525 | 1,401 | 0.11% | 0.08% | 167 | +1,975 | 23.1% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 10,490 | 1,397 | 0.0% | 0.0% | 169 | +7,811 | 291.56% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,424 | 1,388 | 0.02% | 0.01% | 170 | +3,509 | 50.74% | Q1 2026 | Apr 22, 2026 |
| Asset One Wealth Management LLC | History | Added to | 9,542 | 1,332 | 0.15% | 0.19% | 171 | +102 | 1.08% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | No change | 10,000 | 1,331 | 0.1% | 0.09% | 172 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 9,934 | 1,323 | 0.19% | 0.13% | 173 | +1,875 | 23.27% | Q1 2026 | Apr 28, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 9,885 | 1,316 | 0.47% | 0.44% | 174 | +490 | 5.22% | Q1 2026 | May 14, 2026 |
| WJ Wealth Management, LLC | History | Added to | 9,821 | 1,308 | 0.61% | 0.53% | 175 | +79 | 0.81% | Q1 2026 | Apr 28, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 9,648 | 1,285 | 0.56% | 0.52% | 176 | -190 | -1.93% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 9,099 | 1,211 | 0.05% | 0.06% | 177 | -1,281 | -12.34% | Q1 2026 | Apr 21, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 8,971 | 1,194 | 0.5% | — | 178 | +8,971 | New | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,900 | 1,185 | 0.04% | 0.01% | 179 | +7,658 | 616.59% | Q1 2026 | Apr 07, 2026 |
| Copia Wealth Management | History | Reduced | 8,863 | 1,180 | 0.81% | 0.96% | 180 | -2,003 | -18.43% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | New | 8,842 | 1,177 | 0.14% | — | 181 | +8,842 | New | Q1 2026 | Apr 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 9,427 | 1,170 | 0.48% | 0.48% | 182 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 8,010 | 1,169 | 0.19% | 0.36% | 183 | -6,498 | -44.79% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 8,628 | 1,149 | 0.38% | — | 184 | +8,628 | New | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 8,626 | 1,148 | 0.27% | 0.24% | 185 | +476 | 5.84% | Q1 2026 | Apr 23, 2026 |
| Heritage Family Offices, LLP | History | New | 8,456 | 1,126 | 0.5% | — | 186 | +8,456 | New | Q1 2026 | Apr 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | New | 8,444 | 1,124 | 0.33% | — | 187 | +8,444 | New | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 8,352 | 1,112 | 0.0% | 0.0% | 188 | +104 | 1.26% | Q1 2026 | May 11, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 8,302 | 1,105 | 0.31% | 0.29% | 189 | +11 | 0.13% | Q1 2026 | Apr 16, 2026 |
| IMC-Chicago, LLC | History | New | 8,254 | 1,099 | 0.0% | — | 190 | +8,254 | New | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | New | 8,234 | 1,096 | 0.02% | — | 191 | +8,234 | New | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,128 | 1,082 | 0.0% | 0.0% | 192 | +1,432 | 21.39% | Q1 2026 | May 08, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 8,072 | 1,075 | 0.15% | 0.12% | 193 | +1,090 | 15.61% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 8,051 | 1,072 | 0.05% | 0.05% | 194 | -94 | -1.15% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,421 | 1,038 | 0.03% | 0.02% | 195 | +3,691 | 98.95% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,789 | 1,037 | 0.02% | 0.02% | 196 | +1,285 | 19.76% | Q1 2026 | May 18, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,783 | 1,036 | 0.15% | 0.15% | 197 | +50 | 0.65% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 7,717 | 1,027 | 0.0% | 0.0% | 198 | -105 | -1.34% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,698 | 1,025 | 0.0% | 0.0% | 199 | +1,360 | 21.46% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 8,125 | 1,009 | 0.29% | 0.29% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,272 | 994 | 0.12% | 0.1% | 201 | +1,654 | 29.44% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,430 | 989 | 0.01% | 0.01% | 202 | -902 | -10.83% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,304 | 972 | 0.01% | 0.01% | 203 | +2,665 | 57.45% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 7,274 | 968 | 0.12% | 0.11% | 204 | +311 | 4.47% | Q1 2026 | Apr 17, 2026 |
| Nvest Financial, LLC | History | Added to | 7,250 | 965 | 0.36% | 0.23% | 205 | +2,799 | 62.88% | Q1 2026 | Apr 28, 2026 |
| Faithward Advisors, LLC | History | Added to | 7,210 | 960 | 0.14% | 0.12% | 206 | +618 | 9.38% | Q1 2026 | Apr 17, 2026 |
| Owen LaRue, LLC | History | Reduced | 6,665 | 887 | 0.34% | 0.44% | 207 | -2,650 | -28.45% | Q1 2026 | Apr 30, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 6,508 | 866 | 0.23% | 0.21% | 208 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,494 | 864 | 0.0% | 0.0% | 209 | +582 | 9.84% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,315 | 841 | 0.0% | — | 210 | +6,315 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,232 | 830 | 0.01% | 0.01% | 211 | +2,018 | 47.89% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 6,178 | 822 | 0.14% | — | 213 | +6,178 | New | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 6,176 | 822 | 0.02% | 0.01% | 212 | +3,804 | 160.37% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,995 | 798 | 0.01% | 0.08% | 215 | -41,231 | -87.31% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,996 | 798 | 0.03% | 0.02% | 214 | +446 | 8.04% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,887 | 784 | 0.03% | 0.04% | 216 | +3,077 | 109.5% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 5,860 | 780 | 0.06% | — | 217 | +5,860 | New | Q1 2026 | Apr 28, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | New | 5,753 | 766 | 0.15% | — | 218 | +5,753 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 5,749 | 765 | 0.01% | 0.01% | 219 | +461 | 8.72% | Q1 2026 | Apr 17, 2026 |
| Keystone Wealth Services, LLC | History | New | 5,716 | 761 | 0.16% | — | 220 | +5,716 | New | Q1 2026 | May 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 6,095 | 756 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 5,666 | 754 | 0.44% | 0.61% | 222 | -2,034 | -26.42% | Q1 2026 | Apr 30, 2026 |
| SFMG, LLC | History | No change | 5,598 | 745 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 5,561 | 740 | 0.12% | 0.05% | 224 | +3,227 | 138.26% | Q1 2026 | May 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 5,533 | 736 | 0.05% | — | 225 | +5,533 | New | Q1 2026 | May 07, 2026 |
| RM Financial Services, LLC | History | Added to | 5,520 | 735 | 0.63% | 0.46% | 226 | +1,313 | 31.21% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,981 | 727 | 0.06% | 0.02% | 227 | +3,544 | 246.62% | Q1 2026 | May 01, 2026 |
| VVR Holdings LLC | History | Added to | 5,435 | 723 | 0.37% | 0.34% | 228 | +116 | 2.18% | Q1 2026 | Apr 16, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 5,394 | 718 | 0.3% | 0.3% | 229 | -847 | -13.57% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,343 | 711 | 0.01% | 0.01% | 230 | +431 | 8.77% | Q1 2026 | Apr 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 5,324 | 709 | 0.33% | 0.04% | 231 | +4,584 | 619.46% | Q1 2026 | May 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 5,550 | 689 | 0.2% | 0.2% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 5,169 | 688 | 0.48% | 0.49% | 233 | +271 | 5.53% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,125 | 682 | 0.05% | 0.04% | 234 | +798 | 18.44% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,062 | 674 | 0.09% | 0.08% | 235 | -26 | -0.51% | Q1 2026 | Apr 20, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 5,045 | 671 | 0.14% | 0.05% | 236 | +2,995 | 146.1% | Q1 2026 | Apr 08, 2026 |
| ORG Partners LLC | History | No change | 5,368 | 666 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 4,996 | 665 | 0.16% | 0.13% | 238 | +380 | 8.23% | Q1 2026 | Apr 17, 2026 |
| Accel Wealth Management | History | Added to | 4,921 | 655 | 0.17% | 0.16% | 239 | +102 | 2.12% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 117,133 | 651 | 0.03% | 0.05% | 240 | +12,866 | 12.34% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 4,865 | 647 | 0.13% | 0.11% | 241 | +358 | 7.94% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 4,800 | 639 | 0.07% | 0.07% | 242 | -150 | -3.03% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,775 | 636 | 0.04% | 0.03% | 243 | +84 | 1.79% | Q1 2026 | Apr 28, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,748 | 632 | 0.31% | 0.18% | 244 | +1,788 | 60.41% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,541 | 624 | 0.01% | — | 245 | +4,541 | New | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,661 | 620 | 0.0% | 0.0% | 246 | -319 | -6.41% | Q1 2026 | May 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 4,652 | 619 | 0.29% | 0.36% | 247 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rubicon Advisors, GP | History | Added to | 4,579 | 609 | 0.53% | 0.47% | 248 | +485 | 11.85% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,783 | 608 | 0.04% | 0.06% | 249 | -6,482 | -57.54% | Q1 2026 | Apr 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,547 | 605 | 0.02% | 0.01% | 250 | +2,558 | 128.61% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,060 | 601 | 0.01% | 0.01% | 251 | +265 | 6.98% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,469 | 600 | 0.01% | 0.0% | 252 | +1,132 | 33.92% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 4,479 | 596 | 0.06% | 0.03% | 253 | +2,386 | 114.0% | Q1 2026 | Apr 22, 2026 |
| Global View Capital Management LLC | History | New | 4,419 | 588 | 0.16% | — | 254 | +4,419 | New | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 4,372 | 582 | 0.01% | 0.01% | 255 | +202 | 4.84% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,368 | 581 | 0.0% | 0.0% | 256 | +295 | 7.24% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Added to | 4,334 | 577 | 0.14% | 0.12% | 257 | +255 | 6.25% | Q1 2026 | Apr 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 4,080 | 576 | 0.3% | 0.2% | 258 | +730 | 21.79% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,220 | 562 | 0.13% | 0.07% | 259 | +2,014 | 91.3% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 4,199 | 559 | 0.0% | 0.0% | 260 | +894 | 27.05% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | New | 4,185 | 557 | 0.02% | — | 261 | +4,185 | New | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,173 | 555 | 0.02% | — | 262 | +4,173 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,115 | 548 | 0.0% | 0.0% | 263 | -787 | -16.05% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,041 | 538 | 0.0% | 0.0% | 264 | +575 | 16.59% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 4,020 | 535 | 0.11% | 0.1% | 265 | +155 | 4.01% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,006 | 533 | 0.01% | 0.01% | 266 | +1,064 | 36.17% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 3,930 | 523 | 0.01% | 0.02% | 267 | -2,664 | -40.4% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,917 | 521 | 0.03% | 0.02% | 268 | +1,495 | 61.73% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,848 | 512 | 0.0% | 0.0% | 270 | -8,921 | -69.86% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,851 | 512 | 0.03% | 0.03% | 269 | -132 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 3,827 | 509 | 0.18% | 0.15% | 271 | +221 | 6.13% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | No change | 3,797 | 505 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,785 | 504 | 0.01% | 0.0% | 273 | +1,803 | 90.97% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,701 | 492 | 0.0% | 0.0% | 274 | +1,748 | 89.5% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,733 | 492 | 0.0% | 0.0% | 275 | +354 | 10.48% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,692 | 491 | 0.01% | 0.01% | 276 | +2,533 | 218.55% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,627 | 483 | 0.0% | — | 277 | +3,627 | New | Q1 2026 | May 13, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 3,578 | 476 | 0.26% | 0.24% | 278 | +19 | 0.53% | Q1 2026 | May 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,732 | 474 | 0.16% | 0.15% | 279 | +148 | 4.13% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,556 | 473 | 0.01% | 0.0% | 280 | +1,850 | 108.44% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Added to | 3,550 | 472 | 0.01% | 0.01% | 281 | +1,721 | 94.1% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | New | 3,500 | 466 | 0.0% | — | 282 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 3,450 | 459 | 0.05% | 0.03% | 283 | +1,288 | 59.57% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,442 | 458 | 0.17% | 0.08% | 284 | +1,463 | 73.93% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,648 | 453 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 3,395 | 452 | 0.07% | — | 286 | +3,395 | New | Q1 2026 | Apr 24, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 3,365 | 448 | 0.36% | 0.29% | 287 | +380 | 12.73% | Q1 2026 | Apr 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,347 | 445 | 0.05% | 0.04% | 288 | +379 | 12.77% | Q1 2026 | Apr 16, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 3,337 | 444 | 0.08% | — | 289 | +3,337 | New | Q1 2026 | Apr 15, 2026 |
| Anson Capital, Inc. | History | Reduced | 3,296 | 438 | 0.3% | 0.33% | 290 | -404 | -10.92% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,280 | 436 | 0.03% | 0.02% | 292 | +416 | 14.53% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,277 | 436 | 0.01% | 0.01% | 291 | -377 | -10.32% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 3,255 | 433 | 0.0% | — | 293 | +3,255 | New | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 3,235 | 430 | 0.01% | 0.02% | 294 | -852 | -20.85% | Q1 2026 | May 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,193 | 425 | 0.05% | 0.04% | 295 | +363 | 12.83% | Q1 2026 | Apr 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 3,183 | 423 | 0.14% | 0.09% | 296 | +980 | 44.48% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,169 | 422 | 0.01% | 0.01% | 297 | +848 | 36.54% | Q1 2026 | May 01, 2026 |
| Mirabaud & Cie SA | History | New | 3,150 | 419 | 0.17% | — | 299 | +3,150 | New | Q1 2026 | May 05, 2026 |
| Family Manage LLC | History | Reduced | 3,152 | 419 | 0.05% | 0.06% | 298 | -853 | -21.3% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 3,132 | 417 | 0.15% | 0.15% | 300 | -103 | -3.18% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 3,105 | 413 | 0.0% | 0.0% | 301 | +1,041 | 50.44% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 3,076 | 409 | 0.21% | 0.16% | 302 | +76 | 2.53% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,938 | 407 | 0.02% | 0.01% | 303 | +1,173 | 66.46% | Q1 2026 | May 12, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 3,034 | 404 | 0.41% | 0.38% | 304 | +13 | 0.43% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,011 | 401 | 0.01% | 0.01% | 305 | +742 | 32.7% | Q1 2026 | Apr 27, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 3,005 | 400 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,974 | 396 | 0.07% | 0.07% | 307 | +47 | 1.61% | Q1 2026 | May 06, 2026 |
| Ignite Planners, LLC | History | Added to | 2,965 | 394 | 0.06% | 0.06% | 308 | +460 | 18.36% | Q1 2026 | Apr 17, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 2,921 | 389 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sanchez Levi Garrett | History | New | 2,914 | 388 | 0.24% | — | 310 | +2,914 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 2,869 | 382 | 0.01% | 0.03% | 311 | -7,471 | -72.25% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 2,828 | 376 | 0.15% | — | 312 | +2,828 | New | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,819 | 375 | 0.0% | 0.0% | 313 | +19 | 0.68% | Q1 2026 | May 11, 2026 |
| SageGuard Financial Group, LLC | History | New | 2,793 | 372 | 0.06% | — | 315 | +2,793 | New | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,800 | 372 | 0.02% | 0.02% | 314 | +1,034 | 58.55% | Q1 2026 | Apr 21, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,737 | 364 | 0.03% | — | 316 | +2,737 | New | Q1 2026 | May 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 2,687 | 357 | 0.29% | 0.28% | 317 | -100 | -3.59% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,678 | 356 | 0.03% | 0.02% | 318 | +158 | 6.27% | Q1 2026 | May 05, 2026 |
| Finivi Inc. | History | Reduced | 2,661 | 354 | 0.19% | 0.2% | 319 | -95 | -3.45% | Q1 2026 | Apr 10, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 2,620 | 348 | 0.09% | 0.04% | 320 | +1,737 | 196.72% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,582 | 343 | 0.01% | 0.0% | 321 | +927 | 56.01% | Q1 2026 | Apr 15, 2026 |
| WBI INVESTMENTS, LLC | History | New | 2,561 | 341 | 0.09% | — | 322 | +2,561 | New | Q1 2026 | May 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,543 | 338 | 0.12% | 0.09% | 324 | +438 | 20.81% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,540 | 338 | 0.0% | 0.0% | 323 | +380 | 17.59% | Q1 2026 | May 08, 2026 |
| Vontobel Holding Ltd. | History | Added to | 2,522 | 335 | 0.0% | 0.0% | 325 | +790 | 45.61% | Q1 2026 | May 08, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 2,504 | 333 | 0.17% | 0.17% | 326 | -57 | -2.23% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Added to | 2,499 | 332 | 0.06% | 0.04% | 328 | +729 | 41.19% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | No change | 2,499 | 332 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Entelevest, LLC | History | Reduced | 2,450 | 326 | 0.33% | 0.32% | 329 | -155 | -5.95% | Q1 2026 | May 04, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 2,439 | 324 | 0.13% | — | 330 | +2,439 | New | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 2,408 | 320 | 0.01% | 0.05% | 332 | -8,932 | -78.77% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | New | 2,408 | 320 | 0.05% | — | 333 | +2,408 | New | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,406 | 320 | 0.0% | 0.0% | 331 | +29 | 1.22% | Q1 2026 | May 15, 2026 |
| Bluesphere Advisors LLC | History | New | 2,394 | 318 | 0.11% | — | 334 | +2,394 | New | Q1 2026 | Apr 22, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 2,272 | 312 | 0.09% | 0.07% | 335 | +579 | 34.2% | Q1 2026 | Apr 30, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 2,337 | 311 | 0.14% | — | 336 | +2,332 | 46640.0% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,302 | 306 | 0.01% | 0.01% | 337 | -663 | -22.36% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | New | 2,278 | 303 | 0.0% | — | 339 | +2,278 | New | Q1 2026 | Apr 27, 2026 |
| Edge Wealth Management LLC | History | Added to | 2,281 | 303 | 0.05% | 0.04% | 338 | +250 | 12.31% | Q1 2026 | Apr 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,238 | 298 | 0.01% | 0.01% | 340 | +37 | 1.68% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,231 | 297 | 0.02% | 0.01% | 341 | +548 | 32.56% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,228 | 296 | 0.01% | — | 342 | +2,228 | New | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,221 | 295 | 0.02% | — | 343 | +2,221 | New | Q1 2026 | Apr 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 2,296 | 293 | 0.0% | — | 346 | +2,296 | New | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,204 | 293 | 0.03% | 0.03% | 345 | -184 | -7.71% | Q1 2026 | May 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,200 | 293 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,062 | 290 | 0.01% | 0.01% | 347 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | New | 2,142 | 285 | 0.0% | — | 348 | +2,142 | New | Q1 2026 | Apr 15, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 2,104 | 280 | 0.05% | 0.05% | 349 | -274 | -11.52% | Q1 2026 | Apr 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,058 | 274 | 0.08% | — | 350 | +2,058 | New | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | New | 1,995 | 272 | 0.13% | — | 351 | +1,995 | New | Q1 2026 | Apr 13, 2026 |
| PW Nova Financial Services LLC | History | New | 2,040 | 271 | 0.07% | — | 352 | +2,040 | New | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,996 | 266 | 0.0% | 0.0% | 353 | +256 | 14.71% | Q1 2026 | May 12, 2026 |
| Claris Financial LLC | History | Reduced | 1,999 | 266 | 0.15% | 0.14% | 355 | -53 | -2.58% | Q1 2026 | May 18, 2026 |
| Athena Investment Management | History | No change | 2,000 | 266 | 0.14% | 0.13% | 354 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | New | 1,992 | 265 | 0.01% | — | 359 | +1,992 | New | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,995 | 265 | 0.02% | 0.01% | 357 | +100 | 5.28% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,993 | 265 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 1,993 | 265 | 0.04% | 0.03% | 358 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Reduced | 1,964 | 261 | 0.02% | 0.05% | 360 | -3,688 | -65.25% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,967 | 261 | 0.02% | — | 361 | +1,967 | New | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,956 | 260 | 0.02% | 0.02% | 362 | -87 | -4.26% | Q1 2026 | May 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 1,939 | 258 | 0.06% | — | 363 | +1,939 | New | Q1 2026 | Apr 10, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,920 | 255 | 0.08% | 0.07% | 364 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,861 | 248 | 0.05% | 0.06% | 365 | +7 | 0.38% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 1,856 | 247 | 0.0% | — | 367 | +1,856 | New | Q1 2026 | May 15, 2026 |
| Pioneer Family Office, LLC | History | No change | 1,860 | 247 | 0.16% | 0.16% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 1,850 | 246 | 0.06% | 0.14% | 368 | -3,257 | -63.78% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,807 | 242 | 0.0% | 0.0% | 369 | +62 | 3.55% | Q1 2026 | May 12, 2026 |
| Fusion Capital, LLC | History | No change | 1,806 | 240 | 0.06% | 0.06% | 370 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,775 | 236 | 0.01% | 0.0% | 371 | +156 | 9.64% | Q1 2026 | Apr 29, 2026 |
| Goldenstone Wealth Management LLC | History | New | 1,753 | 233 | 0.17% | — | 373 | +1,753 | New | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,757 | 233 | 0.01% | 0.01% | 372 | +718 | 69.1% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,736 | 231 | 0.0% | 0.0% | 374 | +496 | 40.0% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,706 | 227 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | New | 1,702 | 226 | 0.01% | — | 377 | +1,702 | New | Q1 2026 | Apr 27, 2026 |
| TCM Advisors, LLC | History | New | 1,700 | 226 | 0.02% | — | 378 | +1,700 | New | Q1 2026 | May 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 1,700 | 226 | 0.06% | 0.05% | 376 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | New | 1,677 | 223 | 0.01% | — | 380 | +1,677 | New | Q1 2026 | May 04, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 1,679 | 223 | 0.08% | 0.07% | 379 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 1,656 | 220 | 0.06% | — | 383 | +1,656 | New | Q1 2026 | Apr 08, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 1,736 | 220 | 0.01% | 0.02% | 382 | -555 | -24.23% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,655 | 220 | 0.03% | 0.04% | 381 | -345 | -17.25% | Q1 2026 | May 13, 2026 |
| ATX Financial Planning, LLC | History | New | 1,630 | 217 | 0.16% | — | 384 | +1,630 | New | Q1 2026 | Apr 30, 2026 |
| Truepoint, Inc. | History | No change | 1,617 | 215 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | New | 1,606 | 213 | 0.01% | — | 388 | +1,606 | New | Q1 2026 | Apr 09, 2026 |
| Trilogy Capital Inc. | History | New | 1,600 | 213 | 0.01% | — | 389 | +1,600 | New | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,604 | 213 | 0.0% | 0.0% | 387 | -928 | -36.65% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,605 | 213 | 0.07% | 0.05% | 386 | +413 | 34.65% | Q1 2026 | Apr 03, 2026 |
| Beacon Financial Advisory LLC | History | New | 1,597 | 212 | 0.05% | — | 390 | +1,597 | New | Q1 2026 | Apr 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 1,580 | 210 | 0.02% | — | 391 | +1,580 | New | Q1 2026 | Apr 30, 2026 |
| Painted Porch Advisors LLC | History | New | 1,549 | 206 | 0.1% | — | 392 | +1,549 | New | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,531 | 203 | 0.28% | 1.32% | 394 | -8,019 | -83.97% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 1,529 | 203 | 0.01% | — | 395 | +1,529 | New | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,525 | 203 | 0.1% | 0.12% | 393 | -336 | -18.05% | Q1 2026 | Apr 02, 2026 |
| Resurgent Financial Advisors LLC | History | New | 1,524 | 202 | 0.07% | — | 396 | +1,524 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,506 | 200 | 0.0% | — | 397 | +1,506 | New | Q1 2026 | May 15, 2026 |
| MOTCO | History | No change | 1,412 | 188 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,395 | 185 | 0.01% | 0.01% | 399 | +82 | 6.25% | Q1 2026 | Apr 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,367 | 182 | 0.08% | 0.07% | 400 | -355 | -20.62% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 1,342 | 178 | 0.0% | 0.0% | 401 | +30 | 2.29% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,324 | 176 | 0.0% | 0.0% | 402 | +149 | 12.68% | Q1 2026 | May 14, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,230 | 163 | 0.14% | 0.12% | 403 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 1,159 | 154 | 0.0% | 0.0% | 404 | +655 | 129.96% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,151 | 153 | 0.01% | 0.01% | 405 | -85 | -6.88% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,083 | 144 | 0.0% | 0.0% | 406 | +230 | 26.96% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,025 | 136 | 0.05% | 0.03% | 407 | +349 | 51.63% | Q1 2026 | Apr 23, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 1,000 | 133 | 0.03% | — | 408 | +1,000 | New | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 987 | 131 | 0.21% | — | 409 | +987 | New | Q1 2026 | May 04, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 900 | 119 | 0.05% | 0.04% | 410 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 888 | 118 | 0.0% | 0.0% | 411 | +155 | 21.15% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 841 | 112 | 0.03% | — | 412 | +841 | New | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | Added to | 823 | 109 | 0.08% | 0.02% | 413 | +623 | 311.5% | Q1 2026 | Apr 29, 2026 |
| Winch Advisory Services, LLC | History | Added to | 815 | 108 | 0.02% | 0.02% | 414 | +68 | 9.1% | Q1 2026 | Apr 30, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 712 | 94 | 0.05% | 0.04% | 415 | +185 | 35.1% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 700 | 93 | 0.01% | 0.02% | 416 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Freedom, LLC | History | Added to | 681 | 90 | 0.04% | 0.04% | 417 | +72 | 11.82% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | New | 670 | 89 | 0.01% | — | 418 | +670 | New | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 645 | 86 | 0.01% | — | 419 | +645 | New | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 657 | 81 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 600 | 79 | 0.0% | — | 421 | +600 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 590 | 78 | 0.0% | 0.0% | 422 | -1 | -0.17% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 568 | 75 | 0.0% | 0.0% | 423 | +54 | 10.51% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | Added to | 559 | 74 | 0.01% | 0.01% | 424 | +100 | 21.79% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 527 | 70 | 0.05% | 0.04% | 425 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 533 | 66 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brentview Investment Management LLC | History | No change | 500 | 66 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 483 | 64 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 470 | 62 | 0.0% | 0.0% | 429 | -52 | -9.96% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | No change | 470 | 62 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 428 | 57 | 0.03% | — | 431 | +428 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 370 | 49 | 0.0% | — | 433 | +370 | New | Q1 2026 | Apr 13, 2026 |
| Advantage Trust Co | History | Added to | 370 | 49 | 0.02% | 0.01% | 432 | +100 | 37.04% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 362 | 48 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 350 | 47 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 382 | 47 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 345 | 46 | 0.0% | — | 437 | +345 | New | Q1 2026 | May 11, 2026 |
| Y.D. More Investments Ltd | History | New | 338 | 45 | 0.0% | — | 439 | +338 | New | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 340 | 45 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| First PREMIER Bank | History | No change | 300 | 40 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 289 | 38 | 0.0% | 0.0% | 441 | -593 | -67.23% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | No change | 285 | 37 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 258 | 34 | 0.01% | 0.07% | 445 | -1,754 | -87.18% | Q1 2026 | May 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 261 | 34 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 281 | 34 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Manchester Capital Management LLC | History | New | 245 | 32 | 0.0% | — | 446 | +245 | New | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | New | 230 | 30 | 0.01% | — | 447 | +230 | New | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | New | 225 | 29 | 0.0% | — | 448 | +225 | New | Q1 2026 | Apr 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 216 | 28 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 200 | 27 | 0.0% | — | 451 | +200 | New | Q1 2026 | May 01, 2026 |
| Pandora Wealth, Inc. | History | No change | 225 | 27 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 26 | 0.02% | — | 454 | +200 | New | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 197 | 26 | 0.01% | 0.01% | 452 | -28 | -12.44% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 26 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 184 | 24 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 186 | 24 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Activest Wealth Management | History | No change | 187 | 24 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tidemark, LLC | History | Reduced | 168 | 22 | 0.01% | 0.01% | 458 | -1 | -0.59% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 153 | 22 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 460 | 21 | 0.01% | 0.0% | 461 | +448 | 3733.33% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | No change | 163 | 21 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 150 | 20 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 155 | 20 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 145 | 19 | 0.0% | 0.0% | 465 | +69 | 90.79% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 145 | 19 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | No change | 143 | 19 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Biltmore Family Office, LLC | History | No change | 132 | 17 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 128 | 17 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Northwest Capital Management Inc | History | No change | 132 | 16 | 0.07% | 0.07% | 469 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vision Retirement, LLC | History | No change | 127 | 16 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 120 | 15 | 0.0% | — | 473 | +120 | New | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 117 | 15 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 125 | 15 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 110 | 14 | 0.0% | 0.0% | 476 | -175 | -61.4% | Q1 2026 | Apr 27, 2026 |
| Eukles Asset Management | History | New | 108 | 14 | 0.01% | — | 477 | +108 | New | Q1 2026 | May 05, 2026 |
| Harbor Asset Planning, Inc. | History | New | 107 | 14 | 0.01% | — | 478 | +107 | New | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 107 | 14 | 0.0% | 0.0% | 474 | +27 | 33.75% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | No change | 106 | 14 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 103 | 13 | 0.0% | — | 480 | +103 | New | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 100 | 13 | 0.01% | — | 481 | +100 | New | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | No change | 102 | 13 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | New | 96 | 12 | 0.0% | — | 484 | +96 | New | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | No change | 95 | 12 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Register Financial Advisors LLC | History | New | 82 | 10 | 0.0% | — | 488 | +82 | New | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 80 | 10 | 0.0% | — | 487 | +80 | New | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 10 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 69 | 9 | 0.0% | — | 491 | +65 | 1625.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 73 | 9 | 0.0% | 0.0% | 490 | +11 | 17.74% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 75 | 9 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 60 | 7 | 0.0% | — | 494 | +60 | New | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 60 | 7 | 0.0% | 0.0% | 493 | +23 | 62.16% | Q1 2026 | Apr 13, 2026 |
| Main Street Group, LTD | History | New | 51 | 6 | 0.0% | — | 496 | +51 | New | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 42 | 5 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 36 | 4 | 0.0% | — | 499 | +36 | New | Q1 2026 | May 15, 2026 |
| SUMMER ROAD LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | New | 26 | 3 | 0.0% | — | 502 | +26 | New | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | New | 26 | 3 | 0.0% | — | 504 | +26 | New | Q1 2026 | Apr 13, 2026 |
| Global Trust Asset Management, LLC | History | New | 25 | 3 | 0.0% | — | 503 | +25 | New | Q1 2026 | Apr 23, 2026 |
| Millstone Evans Group, LLC | History | Added to | 25 | 3 | 0.0% | 0.0% | 500 | +4 | 19.05% | Q1 2026 | Apr 30, 2026 |
| Graney & King, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 511 | -73 | -83.91% | Q1 2026 | May 01, 2026 |
| Fairscale Capital, LLC | History | New | 13 | 1 | 0.0% | — | 515 | +13 | New | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 12 | 1 | 0.0% | — | 516 | +12 | New | Q1 2026 | May 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 8 | 1 | 0.0% | — | 514 | +8 | New | Q1 2026 | Apr 29, 2026 |
| Navigoe, LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 513 | +1 | 7.69% | Q1 2026 | May 01, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 11 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 1 | 0.0% | — | 512 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -48,299 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,734 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,014 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,766 | -100.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,073 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,671 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -3,301 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,213 | -100.0% | Q1 2026 | May 05, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,247 | -100.0% | Q1 2026 | May 04, 2026 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,983 | -100.0% | Q1 2026 | May 18, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,928 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FWG Holdings, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,866 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,814 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,643 | -100.0% | Q1 2026 | May 04, 2026 |
| Price Capital Management, Inc. | History | Closed out | 0 | 0 | — | 1.45% | — | -1,500 | -100.0% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q1 2026 | Apr 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| Westend Capital Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 13, 2026 |
| Seneschal Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |