Nushares ETF Trust - NULG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,146,712 | 740,861 | 0.05% | 0.02% | 1 | +4,968,140 | 156.3% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,502,577 | 227,584 | 0.88% | — | 2 | +2,502,577 | New | Q1 2026 | May 12, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 1,433,040 | 130,320 | 3.01% | 2.89% | 3 | +117,740 | 8.95% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,111,639 | 101,092 | 0.03% | 0.03% | 4 | +140,103 | 14.42% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 926,578 | 81,121 | 0.01% | 0.0% | 5 | +344,364 | 59.15% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 676,988 | 61,565 | 0.09% | 0.09% | 6 | -1,296 | -0.19% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 558,101 | 50,753 | 0.0% | 0.0% | 7 | +37,002 | 7.1% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 492,559 | 44,793 | 0.01% | 0.01% | 8 | +261,749 | 113.4% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 323,971 | 29,455 | 0.01% | 0.01% | 9 | +2,184 | 0.68% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 269,011 | 24,463 | 0.0% | 0.0% | 10 | +24,624 | 10.08% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 243,921 | 22,182 | 0.06% | 0.06% | 11 | -7,184 | -2.86% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 218,006 | 19,825 | 0.0% | 0.0% | 12 | +69,184 | 46.49% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 155,451 | 14,136 | 0.07% | 0.09% | 13 | +25,904 | 20.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 141,366 | 12,855 | 0.16% | 0.15% | 14 | +25,841 | 22.37% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 129,552 | 11,777 | 0.02% | 0.02% | 15 | +20,780 | 19.1% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 128,235 | 11,661 | 0.91% | 1.03% | 16 | -10,250 | -7.4% | Q1 2026 | Apr 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 103,049 | 10,078 | 1.33% | 1.33% | 17 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 107,586 | 9,783 | 0.2% | 0.2% | 18 | +4,528 | 4.39% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 100,723 | 9,159 | 0.01% | 0.01% | 19 | -10,194 | -9.19% | Q1 2026 | May 13, 2026 |
| Impact Investors, Inc | History | Added to | 99,393 | 9,038 | 6.28% | 6.43% | 20 | +4,544 | 4.79% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 98,371 | 8,945 | 0.0% | 0.0% | 21 | +45,635 | 86.53% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 87,058 | 7,917 | 4.18% | 1.92% | 22 | +51,648 | 145.86% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 83,317 | 7,576 | 0.01% | 0.01% | 23 | -2,143 | -2.51% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 82,429 | 7,496 | 0.21% | 0.2% | 24 | +13,668 | 19.88% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,429 | 7,142 | 0.01% | 0.01% | 25 | -20,967 | -21.31% | Q1 2026 | Apr 08, 2026 |
| DeDora Capital, Inc. | History | Added to | 77,638 | 7,060 | 1.73% | 1.71% | 26 | +3,763 | 5.09% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 77,432 | 7,041 | 0.43% | 0.62% | 27 | -2,566,849 | -97.07% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 74,734 | 6,796 | 0.19% | 0.2% | 28 | +1,513 | 2.07% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 68,500 | 6,699 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 72,480 | 6,591 | 0.01% | 0.02% | 30 | -55,266 | -43.26% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | Reduced | 67,602 | 6,147 | 1.14% | 1.3% | 31 | -637 | -0.93% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 63,403 | 5,765 | 0.01% | 0.01% | 32 | +3,171 | 5.26% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 62,179 | 5,654 | 0.01% | 0.01% | 33 | +19,699 | 46.37% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,335 | 5,214 | 0.0% | 0.0% | 34 | +10,967 | 23.65% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 53,402 | 4,856 | 2.46% | 5.55% | 35 | -49,647 | -48.18% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,182 | 4,655 | 0.01% | 0.01% | 36 | -3,843 | -6.98% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 50,803 | 4,620 | 0.02% | 0.03% | 37 | -4,464 | -8.08% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 49,871 | 4,535 | 0.01% | 0.0% | 38 | +27,647 | 124.4% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 49,663 | 4,517 | 0.0% | 0.0% | 39 | -7,100 | -12.51% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 48,807 | 4,438 | 0.16% | — | 40 | +48,807 | New | Q1 2026 | May 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 48,318 | 4,394 | 3.46% | 3.7% | 41 | +2,518 | 5.5% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 48,255 | 4,388 | 0.0% | 0.0% | 42 | +13,315 | 38.11% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 48,088 | 4,373 | 0.05% | 0.13% | 43 | -51,521 | -51.72% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 44,987 | 4,091 | 0.02% | 0.02% | 44 | +4,621 | 11.45% | Q1 2026 | May 14, 2026 |
| Evolution Advisers, Inc. | History | Added to | 42,337 | 3,850 | 1.62% | 1.34% | 45 | +10,580 | 33.32% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,525 | 3,685 | 0.01% | 0.02% | 46 | +268 | 0.67% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 38,015 | 3,457 | 0.26% | 0.16% | 47 | +28,057 | 281.75% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 37,820 | 3,439 | 0.01% | — | 48 | +37,820 | New | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 37,559 | 3,415 | 0.0% | 0.0% | 49 | +19,854 | 112.14% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 35,697 | 3,246 | 1.25% | 1.29% | 50 | +112 | 0.31% | Q1 2026 | Apr 24, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 27,503 | 3,003 | 1.13% | 0.92% | 51 | +2,513 | 10.06% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,955 | 2,815 | 0.0% | 0.0% | 52 | +28,627 | 1229.68% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,916 | 2,808 | 0.0% | 0.0% | 53 | +300 | 0.98% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 29,278 | 2,662 | 0.03% | 0.03% | 54 | +2,758 | 10.4% | Q1 2026 | Apr 23, 2026 |
| L & S Advisors Inc | History | Added to | 27,907 | 2,537 | 0.32% | 0.25% | 55 | +7 | 0.03% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 27,023 | 2,457 | 0.01% | 0.01% | 56 | +4,374 | 19.31% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 26,256 | 2,387 | 0.03% | 0.04% | 57 | -1,351 | -4.89% | Q1 2026 | May 11, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 24,420 | 2,344 | 0.48% | 0.5% | 58 | +1,501 | 6.55% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Team LLC | History | No change | 23,191 | 2,268 | 2.0% | 2.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BOKF, NA | History | Reduced | 24,116 | 2,193 | 0.03% | 0.04% | 60 | -1,024 | -4.07% | Q1 2026 | May 08, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 23,868 | 2,170 | 0.23% | 0.24% | 61 | +1,863 | 8.47% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,119 | 2,102 | 0.0% | 0.0% | 62 | -8,805 | -27.58% | Q1 2026 | May 14, 2026 |
| Equita Financial Network, Inc. | History | Added to | 23,013 | 2,092 | 0.66% | 0.65% | 63 | +1,085 | 4.95% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 22,806 | 2,073 | 0.02% | 0.02% | 64 | -385 | -1.66% | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 22,461 | 2,042 | 0.42% | 0.54% | 65 | -3,479 | -13.41% | Q1 2026 | Apr 30, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 22,461 | 2,042 | 0.27% | 0.28% | 66 | -1,587 | -6.6% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,203 | 1,975 | 0.01% | 0.01% | 67 | +2,885 | 16.66% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 20,522 | 1,866 | 0.06% | 0.06% | 68 | +1,540 | 8.11% | Q1 2026 | Apr 06, 2026 |
| Financial Insights, Inc. | History | Added to | 20,202 | 1,837 | 0.6% | 0.66% | 69 | +58 | 0.29% | Q1 2026 | May 18, 2026 |
| J.Safra Asset Management Corp | History | No change | 20,160 | 1,833 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 19,366 | 1,761 | 0.92% | 1.07% | 71 | -1,537 | -7.35% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | No change | 19,195 | 1,745 | 0.14% | 0.15% | 72 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,684 | 1,717 | 0.27% | 0.31% | 73 | +477 | 2.62% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,649 | 1,695 | 0.0% | 0.0% | 74 | +1,200 | 6.88% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 18,488 | 1,681 | 0.01% | 0.01% | 75 | +6,443 | 53.49% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,495 | 1,681 | 0.0% | 0.0% | 76 | +2,669 | 16.86% | Q1 2026 | May 08, 2026 |
| Falcon Wealth Planning | History | Added to | 18,184 | 1,653 | 0.11% | 0.15% | 77 | +471 | 2.66% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 17,580 | 1,598 | 0.04% | 0.04% | 78 | +903 | 5.41% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,457 | 1,587 | 0.0% | 0.0% | 79 | +2,354 | 15.59% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,875 | 1,534 | 0.02% | 0.03% | 80 | -2,169 | -11.39% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,785 | 1,526 | 0.0% | 0.0% | 81 | +403 | 2.46% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 16,233 | 1,476 | 0.06% | 0.07% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 15,489 | 1,408 | 0.0% | 0.0% | 83 | +89 | 0.58% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,177 | 1,380 | 0.03% | 0.04% | 84 | -1,950 | -11.39% | Q1 2026 | Apr 29, 2026 |
| First Pacific Financial | History | Reduced | 14,674 | 1,334 | 0.17% | 0.19% | 85 | -77 | -0.52% | Q1 2026 | Apr 23, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 14,585 | 1,326 | 0.26% | 0.3% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 14,529 | 1,321 | 0.28% | 0.27% | 87 | +1,368 | 10.39% | Q1 2026 | May 08, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 13,948 | 1,268 | 0.09% | 0.1% | 88 | -269 | -1.89% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,670 | 1,243 | 0.03% | 0.02% | 89 | +1,366 | 11.1% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 13,468 | 1,224 | 1.12% | 1.23% | 90 | +73 | 0.54% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 13,120 | 1,193 | 0.05% | 0.06% | 91 | +1,085 | 9.02% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 12,966 | 1,179 | 0.13% | 0.13% | 92 | +967 | 8.06% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,949 | 1,177 | 0.06% | 0.06% | 93 | -381 | -2.86% | Q1 2026 | Apr 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 12,851 | 1,168 | 0.1% | 0.11% | 94 | +24 | 0.19% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,181 | 1,108 | 0.01% | 0.01% | 95 | -385 | -3.06% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,044 | 1,095 | 0.01% | 0.01% | 96 | +1,755 | 17.06% | Q1 2026 | Apr 27, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 12,005 | 1,091 | 0.12% | 0.12% | 97 | +1,345 | 12.62% | Q1 2026 | May 07, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 11,858 | 1,078 | 0.3% | 0.34% | 98 | -546 | -4.4% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | No change | 11,533 | 1,048 | 0.39% | 0.42% | 99 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 11,315 | 1,028 | 0.04% | 0.04% | 100 | +1,632 | 16.85% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,122 | 1,011 | 0.04% | 0.04% | 101 | +2,414 | 27.72% | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,879 | 999 | 0.01% | 0.01% | 102 | -1,789 | -14.12% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,376 | 943 | 0.01% | 0.01% | 103 | +307 | 3.05% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,367 | 942 | 0.01% | 0.02% | 105 | -80 | -0.77% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,634 | 942 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 9,787 | 890 | 0.12% | 0.14% | 106 | -691 | -6.59% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,178 | 834 | 0.01% | 0.02% | 107 | +16 | 0.17% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Reduced | 8,935 | 812 | 0.0% | 0.01% | 108 | -341 | -3.68% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | No change | 8,355 | 759 | 0.13% | 0.14% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 8,279 | 752 | 0.1% | — | 110 | +8,279 | New | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 8,259 | 751 | 0.0% | 0.0% | 111 | +897 | 12.18% | Q1 2026 | May 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 8,073 | 734 | 0.48% | 0.53% | 112 | -184 | -2.23% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Reduced | 7,998 | 727 | 0.02% | 0.04% | 113 | -1,692 | -17.46% | Q1 2026 | Apr 29, 2026 |
| May Hill Capital, LLC | History | Reduced | 7,998 | 727 | 0.18% | 0.26% | 114 | -1,692 | -17.46% | Q1 2026 | May 06, 2026 |
| Prism Advisors, Inc. | History | Added to | 7,806 | 709 | 0.19% | 0.14% | 115 | +2,478 | 46.51% | Q1 2026 | Apr 23, 2026 |
| Refined Wealth Management | History | Reduced | 7,737 | 703 | 0.44% | 0.82% | 116 | -4,773 | -38.15% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,681 | 698 | 0.09% | 0.1% | 117 | -8 | -0.1% | Q1 2026 | Apr 28, 2026 |
| VICUS CAPITAL | History | Added to | 7,523 | 684 | 0.05% | 0.05% | 118 | +162 | 2.2% | Q1 2026 | Apr 22, 2026 |
| Westfuller Advisors, LLC | History | No change | 7,019 | 638 | 0.28% | 0.28% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 6,962 | 633 | 0.33% | 0.25% | 120 | +1,694 | 32.16% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 6,800 | 624 | 0.13% | 0.2% | 121 | +98 | 1.46% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,844 | 622 | 0.0% | 0.0% | 122 | -39 | -0.57% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,812 | 619 | 0.02% | 0.01% | 123 | +4,626 | 211.62% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 6,656 | 605 | 0.04% | 0.05% | 124 | -768 | -10.34% | Q1 2026 | May 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 6,614 | 601 | 0.58% | 0.42% | 125 | +2,322 | 54.1% | Q1 2026 | May 05, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 6,508 | 591 | 0.46% | 0.43% | 127 | +1,133 | 21.08% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 6,499 | 591 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,390 | 581 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,378 | 579 | 0.03% | 0.04% | 129 | +70 | 1.11% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,333 | 575 | 0.0% | 0.0% | 130 | +410 | 6.92% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 6,222 | 565 | 0.15% | 0.16% | 131 | +80 | 1.3% | Q1 2026 | Apr 23, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 6,079 | 552 | 0.07% | 0.05% | 132 | +1,901 | 45.5% | Q1 2026 | Apr 10, 2026 |
| RAM Investment Partners, LLC | History | No change | 6,062 | 551 | 0.1% | 0.11% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 6,021 | 547 | 0.01% | 0.01% | 134 | -747 | -11.04% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,900 | 536 | 0.02% | 0.02% | 135 | -28 | -0.47% | Q1 2026 | Apr 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 5,853 | 532 | 0.23% | 0.25% | 136 | -644 | -9.91% | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Reduced | 5,820 | 529 | 0.02% | 0.03% | 137 | -16 | -0.27% | Q1 2026 | May 08, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 5,806 | 527 | 0.12% | 0.14% | 138 | -306 | -5.01% | Q1 2026 | May 08, 2026 |
| DDFG, Inc | History | Added to | 5,798 | 527 | 0.11% | 0.12% | 139 | +38 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,768 | 524 | 0.02% | 0.02% | 140 | -45 | -0.77% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,659 | 514 | 0.01% | 0.01% | 141 | +1,483 | 35.51% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,703 | 512 | 0.01% | 0.02% | 142 | -640 | -11.98% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,529 | 502 | 0.0% | 0.0% | 143 | +398 | 7.76% | Q1 2026 | May 12, 2026 |
| Rede Wealth, LLC | History | Reduced | 5,437 | 494 | 0.18% | 0.21% | 144 | -596 | -9.88% | Q1 2026 | Apr 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 5,430 | 493 | 0.09% | 0.14% | 145 | -2,734 | -33.49% | Q1 2026 | Apr 29, 2026 |
| Old Peak Finance LLC | History | No change | 5,240 | 476 | 0.28% | 0.32% | 146 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,157 | 469 | 0.01% | 0.01% | 147 | -2,908 | -36.06% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,131 | 467 | 0.01% | — | 148 | +5,131 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,131 | 466 | 0.05% | 0.06% | 149 | -242 | -4.5% | Q1 2026 | Apr 28, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 4,971 | 452 | 0.38% | 0.46% | 151 | -630 | -11.25% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,977 | 452 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beacon Bank & Trust | History | Reduced | 4,958 | 450 | 0.09% | 0.11% | 152 | -352 | -6.63% | Q1 2026 | Apr 28, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 4,911 | 446 | 0.26% | 0.27% | 153 | -35 | -0.71% | Q1 2026 | Apr 07, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,861 | 442 | 0.22% | 0.26% | 154 | -50 | -1.02% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,765 | 433 | 0.03% | 0.02% | 155 | +1,288 | 37.04% | Q1 2026 | May 21, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 4,713 | 428 | 0.06% | 0.08% | 156 | -986 | -17.3% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,692 | 426 | 0.13% | 0.11% | 157 | -569 | -10.82% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 4,606 | 418 | 0.11% | 0.11% | 159 | +163 | 3.67% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,597 | 418 | 0.01% | 0.01% | 158 | -38 | -0.82% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,537 | 412 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 4,531 | 412 | 0.27% | 0.28% | 161 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 4,527 | 411 | 0.34% | 0.38% | 162 | -37 | -0.81% | Q1 2026 | Apr 22, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,489 | 408 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 4,397 | 399 | 0.19% | 0.2% | 164 | +351 | 8.68% | Q1 2026 | May 05, 2026 |
| Parcion Private Wealth LLC | History | Added to | 4,295 | 390 | 0.02% | 0.02% | 165 | +326 | 8.21% | Q1 2026 | Apr 22, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 4,287 | 389 | 0.18% | 0.13% | 166 | +1,515 | 54.65% | Q1 2026 | May 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 4,254 | 386 | 0.21% | 0.12% | 168 | +2,077 | 95.41% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,254 | 386 | 0.0% | 0.0% | 167 | +1,591 | 59.74% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,210 | 383 | 0.0% | 0.0% | 169 | +445 | 11.82% | Q1 2026 | May 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 4,209 | 382 | 0.25% | 0.26% | 170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,190 | 381 | 0.0% | — | 171 | +4,190 | New | Q1 2026 | May 01, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 4,173 | 379 | 0.68% | 1.08% | 172 | -1,574 | -27.39% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,594 | 378 | 0.05% | 0.06% | 173 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| Legacy Financial Group LLC | History | Reduced | 4,136 | 376 | 0.05% | 0.05% | 175 | -302 | -6.8% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 4,135 | 376 | 0.05% | 0.06% | 174 | -22 | -0.53% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,121 | 374 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 4,052 | 368 | 0.13% | 0.26% | 178 | -4,054 | -50.01% | Q1 2026 | Apr 20, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,054 | 368 | 0.11% | 0.13% | 177 | -375 | -8.47% | Q1 2026 | Apr 22, 2026 |
| Clearview Wealth Management LLC | History | New | 3,976 | 361 | 0.26% | — | 180 | +3,976 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | Reduced | 3,970 | 361 | 0.03% | 0.04% | 179 | -3 | -0.08% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,889 | 353 | 0.0% | 0.01% | 181 | -3,090 | -44.28% | Q1 2026 | May 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,932 | 344 | 0.11% | 0.11% | 182 | +497 | 14.47% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,725 | 338 | 0.01% | — | 183 | +3,725 | New | Q1 2026 | May 14, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 3,673 | 334 | 0.19% | 0.2% | 184 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 3,625 | 329 | 0.0% | 0.0% | 185 | +785 | 27.64% | Q1 2026 | May 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,509 | 319 | 0.08% | 0.09% | 186 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,493 | 318 | 0.11% | 0.1% | 187 | +674 | 23.91% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,465 | 315 | 0.0% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 3,455 | 314 | 0.08% | 0.35% | 189 | -419 | -10.82% | Q1 2026 | May 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 3,435 | 312 | 0.04% | 0.05% | 190 | -195 | -5.37% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,428 | 311 | 0.02% | 0.03% | 191 | -421 | -10.94% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,372 | 306 | 0.01% | 0.0% | 192 | +1,187 | 54.32% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,370 | 306 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | Added to | 3,346 | 304 | 0.03% | 0.03% | 194 | +85 | 2.61% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 40,862 | 302 | 0.01% | 0.02% | 195 | -5,422 | -11.71% | Q1 2026 | May 15, 2026 |
| Quantum Financial Planning Services, Inc. | History | Reduced | 3,316 | 301 | 0.11% | 0.12% | 196 | -53 | -1.57% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,866 | 295 | 0.01% | — | 198 | +2,866 | New | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,245 | 295 | 0.02% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 3,231 | 293 | 0.09% | 0.1% | 199 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 3,165 | 287 | 0.04% | 0.04% | 200 | +53 | 1.7% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,138 | 285 | 0.0% | 0.0% | 201 | -20,495 | -86.72% | Q1 2026 | May 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 3,121 | 283 | 0.09% | 0.11% | 202 | -86 | -2.68% | Q1 2026 | May 04, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 3,096 | 281 | 0.04% | 0.06% | 203 | -1,000 | -24.41% | Q1 2026 | May 05, 2026 |
| Wolff Financial Management LLC | History | No change | 2,994 | 272 | 0.06% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Montis Financial, LLC | History | No change | 2,996 | 272 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sentinel Advisory Group, LLC | History | New | 2,931 | 266 | 0.13% | — | 208 | +2,931 | New | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,925 | 266 | 0.02% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vantage Point Financial LLC | History | No change | 2,925 | 266 | 0.09% | 0.1% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,871 | 261 | 0.0% | 0.0% | 209 | -212 | -6.88% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,874 | 261 | 0.0% | 0.0% | 210 | -206 | -6.69% | Q1 2026 | Apr 15, 2026 |
| Columbia River Financial Group, LLC | History | No change | 2,857 | 259 | 0.15% | 0.17% | 211 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Envision Financial Transparency, LLC | History | New | 2,800 | 255 | 0.25% | — | 212 | +2,800 | New | Q1 2026 | May 13, 2026 |
| Snider Financial Group | History | New | 2,776 | 252 | 0.08% | — | 213 | +2,776 | New | Q1 2026 | Apr 15, 2026 |
| NOVEM GROUP | History | Reduced | 2,676 | 243 | 0.03% | 0.03% | 214 | -98 | -3.53% | Q1 2026 | Apr 10, 2026 |
| Crane Advisory, LLC | History | New | 2,374 | 239 | 0.04% | — | 217 | +2,374 | New | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,634 | 239 | 0.01% | 0.01% | 215 | +77 | 3.01% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,632 | 239 | 0.01% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SFM, LLC | History | Reduced | 2,609 | 237 | 0.14% | 0.15% | 218 | -27 | -1.02% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,590 | 235 | 0.03% | 0.04% | 219 | -1,063 | -29.1% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,554 | 232 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Occidental Asset Management, LLC | History | Added to | 2,512 | 228 | 0.03% | 0.03% | 221 | +10 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 2,481 | 225 | 0.05% | 1.76% | 222 | -56,371 | -95.78% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,463 | 223 | 0.02% | 0.03% | 223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 2,433 | 221 | 0.16% | — | 224 | +2,433 | New | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,407 | 218 | 0.0% | 0.0% | 225 | -255 | -9.58% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,406 | 218 | 0.01% | 0.02% | 226 | +16 | 0.67% | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,328 | 211 | 0.02% | 0.02% | 227 | +100 | 4.49% | Q1 2026 | May 19, 2026 |
| Focused Wealth Management, Inc | History | Added to | 2,299 | 209 | 0.02% | 0.02% | 228 | +213 | 10.21% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 2,290 | 208 | 0.02% | 0.02% | 229 | -234 | -9.27% | Q1 2026 | Apr 08, 2026 |
| Riverwater Partners LLC | History | Added to | 2,265 | 205 | 0.07% | 0.08% | 230 | +115 | 5.35% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,243 | 203 | 0.0% | 0.0% | 232 | +149 | 7.12% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 2,240 | 203 | 0.01% | 0.01% | 231 | +9 | 0.4% | Q1 2026 | May 04, 2026 |
| Goepper Burkhardt LLC | History | Added to | 2,215 | 201 | 0.07% | 0.07% | 233 | +15 | 0.68% | Q1 2026 | May 13, 2026 |
| Hilltop Partners LLC | History | No change | 2,219 | 201 | 0.05% | 0.06% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,162 | 196 | 0.0% | 0.0% | 235 | +1,402 | 184.47% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,959 | 191 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,972 | 179 | 0.0% | 0.01% | 237 | -322 | -14.04% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,674 | 152 | 0.02% | 0.03% | 238 | -37 | -2.16% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 1,567 | 142 | 0.05% | 0.03% | 239 | +762 | 94.66% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,429 | 139 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,495 | 135 | 0.03% | 0.04% | 241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Added to | 1,335 | 121 | 0.02% | 0.02% | 242 | +151 | 12.75% | Q1 2026 | Apr 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,331 | 121 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,197 | 117 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,223 | 111 | 0.0% | 0.0% | 245 | +1 | 0.08% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,208 | 109 | 0.09% | 0.1% | 246 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | New | 1,123 | 102 | 0.01% | — | 247 | +1,123 | New | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | Added to | 1,108 | 100 | 0.02% | 0.02% | 248 | +2 | 0.18% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,075 | 99 | 0.0% | 0.0% | 250 | +115 | 11.98% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,091 | 99 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | No change | 1,036 | 94 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 983 | 89 | 0.0% | — | 252 | +983 | New | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 951 | 86 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | New | 930 | 84 | 0.0% | — | 254 | +930 | New | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 920 | 83 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 790 | 71 | 0.0% | 0.0% | 256 | -81 | -9.3% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 762 | 69 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | No change | 742 | 67 | 0.01% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 714 | 64 | 0.0% | 0.0% | 259 | +73 | 11.39% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 690 | 62 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 610 | 55 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Colonial Trust Advisors | History | No change | 600 | 54 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 580 | 52 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Burk Holdings LLC | History | New | 542 | 49 | 0.02% | — | 265 | +542 | New | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 564 | 49 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CDKV HOLDINGS LLC | History | No change | 532 | 48 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 503 | 45 | 0.03% | 0.43% | 267 | -5,348 | -91.4% | Q1 2026 | Apr 29, 2026 |
| CVA Family Office, LLC | History | No change | 430 | 39 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 378 | 34 | 0.01% | — | 270 | +378 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 378 | 34 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | New | 366 | 33 | 0.0% | — | 271 | +366 | New | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 326 | 29 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 300 | 27 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | No change | 265 | 24 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 172 | 15 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 158 | 14 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 132 | 12 | 0.0% | — | 277 | +132 | New | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | No change | 125 | 11 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 92 | 8 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 59 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 47 | 4 | 0.0% | 0.01% | 282 | -6 | -11.32% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -193,776 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -51,023 | -100.0% | Q1 2026 | May 08, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 3.69% | — | -45,689 | -100.0% | Q1 2026 | May 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,100 | -100.0% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -23,226 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,087 | -100.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,077 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,960 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,942 | -100.0% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,936 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,865 | -100.0% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,864 | -100.0% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,681 | -100.0% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -2,317 | -100.0% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,243 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,138 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Stewardship Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,128 | -100.0% | Q1 2026 | Apr 17, 2026 |