FIDELITY COMMONWEALTH TRUST - ONEQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 1,673,109 | 142,063 | 0.01% | 0.01% | 1 | +273,192 | 19.51% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,251,791 | 106,289 | 0.15% | 0.16% | 2 | -102,005 | -7.53% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 1,174,416 | 99,719 | 0.03% | 0.03% | 3 | -26,998 | -2.25% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 689,936 | 58,582 | 0.13% | 0.14% | 4 | +1,111 | 0.16% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 616,562 | 52,352 | 0.0% | 0.01% | 5 | -230,328 | -27.2% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 588,759 | 49,991 | 0.02% | 0.02% | 6 | -8,747 | -1.46% | Q1 2026 | May 05, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 586,662 | 49,813 | 3.69% | 4.04% | 7 | -6,913 | -1.16% | Q1 2026 | Apr 16, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 544,302 | 46,216 | 6.72% | 7.35% | 8 | +23,086 | 4.43% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 510,241 | 43,324 | 0.16% | 0.16% | 9 | +89,794 | 21.36% | Q1 2026 | Apr 30, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 499,133 | 42,381 | 1.28% | 1.34% | 10 | -2,103 | -0.42% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 468,223 | 39,756 | 2.38% | 2.44% | 11 | +29,709 | 6.77% | Q1 2026 | May 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 383,316 | 32,547 | 5.2% | 5.14% | 12 | +14,472 | 3.92% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 376,200 | 31,943 | 0.03% | 0.02% | 13 | +235,500 | 167.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 349,017 | 29,635 | 0.0% | 0.0% | 14 | -40,341 | -10.36% | Q1 2026 | May 15, 2026 |
| TCP Asset Management, LLC | History | Reduced | 301,984 | 25,641 | 3.3% | 4.84% | 15 | -12,153 | -3.87% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 285,116 | 24,210 | 0.01% | 0.01% | 16 | +40,469 | 16.54% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 253,916 | 21,560 | 5.87% | 6.05% | 17 | +5,730 | 2.31% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 235,992 | 20,038 | 0.0% | 0.0% | 18 | +2,402 | 1.03% | Q1 2026 | May 05, 2026 |
| David Kennon Inc | History | Added to | 234,676 | 19,926 | 7.14% | 7.49% | 19 | +4,224 | 1.83% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 173,164 | 14,703 | 0.03% | 0.03% | 20 | +7,913 | 4.79% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 173,104 | 14,698 | 0.04% | 0.06% | 21 | -79,019 | -31.34% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 171,836 | 14,590 | 0.54% | 0.54% | 22 | -320 | -0.19% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 165,171 | 14,036 | 0.02% | 0.04% | 23 | -138,830 | -45.67% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 151,790 | 12,888 | 0.01% | 0.02% | 24 | -12,502 | -7.61% | Q1 2026 | May 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 145,940 | 12,391 | 0.67% | 0.73% | 25 | -4,979 | -3.3% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 145,768 | 12,377 | 1.96% | 2.06% | 26 | +9,330 | 6.84% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 145,571 | 12,361 | 0.0% | 0.0% | 27 | -71,479 | -32.93% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 137,528 | 11,677 | 0.01% | 0.01% | 28 | +5,636 | 4.27% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 131,902 | 11,199 | 0.0% | 0.0% | 29 | +12,674 | 10.63% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 129,773 | 10,704 | 0.01% | 0.01% | 30 | +14,106 | 12.2% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 118,114 | 10,029 | 0.01% | 0.01% | 31 | -885 | -0.74% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 119,601 | 9,785 | 0.0% | 0.0% | 32 | +25,274 | 26.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 114,704 | 9,739 | 0.0% | 0.0% | 33 | +19,266 | 20.19% | Q1 2026 | May 11, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 111,089 | 9,432 | 0.92% | 0.93% | 34 | -178 | -0.16% | Q1 2026 | May 19, 2026 |
| jvl associates llc | History | Reduced | 110,900 | 9,416 | 3.16% | 3.39% | 35 | -3,145 | -2.76% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,536 | 9,300 | 0.0% | 0.0% | 36 | +74,953 | 216.73% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 107,306 | 9,239 | 0.02% | 0.0% | 37 | +84,719 | 375.08% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 102,939 | 8,740 | 0.01% | 0.01% | 38 | +6,931 | 7.22% | Q1 2026 | May 13, 2026 |
| Coastline Complete Wealth LLC | History | New | 101,306 | 8,601 | 5.33% | — | 39 | +101,306 | New | Q1 2026 | May 22, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 95,768 | 8,530 | 1.19% | 0.99% | 40 | +20,398 | 27.06% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 99,327 | 8,433 | 0.07% | 0.07% | 41 | -6,572 | -6.21% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 97,176 | 8,251 | 0.52% | 0.59% | 42 | -6,742 | -6.49% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 96,266 | 8,174 | 0.32% | 0.42% | 43 | +54,591 | 130.99% | Q1 2026 | May 15, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 82,214 | 7,514 | 4.26% | 4.26% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 80,961 | 6,874 | 0.19% | 0.18% | 45 | +11,377 | 16.35% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 78,530 | 6,667 | 0.0% | 0.02% | 46 | -14,170 | -15.29% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 77,604 | 6,589 | 0.18% | 0.13% | 47 | +22,635 | 41.18% | Q1 2026 | May 14, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 77,124 | 6,551 | 0.81% | 0.83% | 48 | -853 | -1.09% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 76,453 | 6,491 | 0.01% | 0.01% | 49 | -25,772 | -25.21% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 72,151 | 6,126 | 0.0% | 0.0% | 50 | +53,279 | 282.32% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 70,050 | 5,947 | 0.2% | 0.21% | 51 | +948 | 1.37% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 69,816 | 5,928 | 0.06% | — | 52 | +69,816 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 68,672 | 5,830 | 0.0% | 0.0% | 53 | +11,538 | 20.19% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 67,695 | 5,747 | 0.03% | 0.04% | 54 | -14,310 | -17.45% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 66,480 | 5,644 | 0.0% | 0.0% | 55 | +8,763 | 15.18% | Q1 2026 | May 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 61,341 | 5,208 | 2.08% | 2.17% | 56 | +2,208 | 3.73% | Q1 2026 | Apr 29, 2026 |
| EQ LLC | History | Added to | 60,280 | 5,118 | 1.44% | 1.1% | 57 | +18,671 | 44.87% | Q1 2026 | May 06, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 59,810 | 5,078 | 1.04% | 1.28% | 58 | +2,050 | 3.55% | Q1 2026 | Apr 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 59,279 | 5,033 | 0.68% | 0.73% | 59 | +604 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 57,745 | 4,903 | 0.31% | 0.41% | 60 | -10,273 | -15.1% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 56,853 | 4,827 | 0.24% | 0.27% | 61 | -189 | -0.33% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 55,988 | 4,753 | 0.05% | 0.06% | 62 | +2,594 | 4.86% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 55,032 | 4,672 | 0.26% | 0.25% | 63 | +31,883 | 137.73% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,990 | 4,569 | 0.03% | 0.03% | 64 | +4,487 | 9.86% | Q1 2026 | May 15, 2026 |
| B&D White Capital Company, LLC | History | Added to | 53,508 | 4,543 | 0.56% | 0.56% | 65 | +190 | 0.36% | Q1 2026 | May 13, 2026 |
| Keenan, LLC | History | Reduced | 53,896 | 4,534 | 3.83% | 5.35% | 66 | -12,645 | -19.0% | Q1 2026 | Apr 22, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 53,391 | 4,533 | 0.76% | 0.84% | 67 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 51,664 | 4,386 | 2.85% | 2.83% | 68 | +3,199 | 6.6% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,835 | 4,316 | 0.01% | 0.01% | 69 | +6,812 | 15.47% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 48,648 | 4,130 | 0.18% | 0.19% | 70 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 48,317 | 4,102 | 0.01% | 0.01% | 71 | +15,069 | 45.32% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 47,552 | 4,037 | 0.64% | 3.91% | 72 | -186,885 | -79.72% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 47,422 | 4,026 | 0.22% | 0.22% | 73 | +4,108 | 9.48% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 46,610 | 3,957 | 1.86% | 1.83% | 74 | +1,198 | 2.64% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 46,351 | 3,935 | 0.23% | 0.23% | 75 | +3,039 | 7.02% | Q1 2026 | Apr 29, 2026 |
| Oasis Advisors, LLC | History | Added to | 45,661 | 3,876 | 0.76% | 0.32% | 76 | +39,140 | 600.21% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,849 | 3,808 | 0.01% | 0.01% | 77 | +5,128 | 12.91% | Q1 2026 | May 04, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 44,797 | 3,803 | 0.91% | 0.32% | 78 | +30,268 | 208.33% | Q1 2026 | Apr 20, 2026 |
| Bawa N Mallick Trust | History | No change | 43,000 | 3,651 | 1.5% | 1.46% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 40,568 | 3,444 | 0.36% | 0.39% | 80 | +138 | 0.34% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 40,490 | 3,438 | 0.11% | 0.06% | 81 | -302 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Roxbury Financial LLC | History | Added to | 40,212 | 3,414 | 3.07% | 3.22% | 82 | +961 | 2.45% | Q1 2026 | Apr 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 40,061 | 3,401 | 0.03% | 0.03% | 83 | -2,354 | -5.55% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 39,857 | 3,384 | 0.03% | — | 84 | +39,857 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 39,578 | 3,360 | 0.02% | 0.1% | 85 | -155,751 | -79.74% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 39,039 | 3,314 | 0.04% | 0.04% | 86 | +6,373 | 19.51% | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 38,960 | 3,308 | 0.67% | 0.65% | 87 | +1,700 | 4.56% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 38,579 | 3,275 | 0.24% | 0.25% | 88 | -738 | -1.88% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,536 | 3,272 | 0.0% | 0.0% | 89 | +24,936 | 183.35% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 38,181 | 3,241 | 0.05% | 0.05% | 90 | +2,412 | 6.74% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 38,105 | 3,236 | 0.01% | 0.01% | 91 | +310 | 0.82% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,417 | 3,177 | 0.0% | 0.01% | 92 | +379 | 1.02% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 37,000 | 3,141 | 0.09% | 0.1% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 35,887 | 3,047 | 0.01% | 0.0% | 94 | +18,191 | 102.8% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 35,529 | 2,906 | 0.1% | 0.13% | 95 | -359 | -1.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 31,454 | 2,670 | 0.04% | 0.04% | 96 | -1,872 | -5.62% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 30,500 | 2,589 | 0.23% | — | 97 | +30,500 | New | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 30,299 | 2,572 | 0.01% | 0.01% | 98 | +502 | 1.68% | Q1 2026 | Jun 02, 2026 |
| Trevian Wealth Management LLC | History | No change | 29,976 | 2,545 | 1.26% | 1.3% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 29,130 | 2,473 | 0.06% | 0.07% | 100 | +1,860 | 6.82% | Q1 2026 | Apr 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 28,958 | 2,458 | 0.02% | 0.02% | 101 | +1,782 | 6.56% | Q1 2026 | May 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 28,449 | 2,415 | 0.31% | 0.34% | 102 | +1 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 28,255 | 2,399 | 2.91% | 2.7% | 103 | -126 | -0.44% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 26,921 | 2,331 | 0.25% | 0.78% | 104 | -30,756 | -53.32% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,760 | 2,272 | 0.04% | 0.02% | 105 | +15,816 | 144.52% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,643 | 2,262 | 0.05% | 0.06% | 106 | -728 | -2.66% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,987 | 2,121 | 0.03% | 0.03% | 107 | -2,623 | -9.5% | Q1 2026 | Apr 20, 2026 |
| Beckerman Institutional, LLC | History | No change | 23,834 | 2,023 | 1.07% | 1.22% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 23,458 | 1,991 | 0.0% | 0.0% | 109 | +478 | 2.08% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 23,402 | 1,988 | 0.01% | 0.01% | 110 | +462 | 2.01% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,858 | 1,940 | 0.0% | 0.0% | 111 | -5,642 | -19.8% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 22,850 | 1,940 | 0.21% | 0.24% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 22,522 | 1,912 | 0.66% | 0.71% | 113 | +70 | 0.31% | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 22,341 | 1,897 | 0.44% | 0.51% | 114 | -2,058 | -8.43% | Q1 2026 | May 13, 2026 |
| CVFG LLC | History | Reduced | 22,000 | 1,868 | 0.23% | 1.42% | 115 | -595 | -2.63% | Q1 2026 | Apr 29, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 21,339 | 1,811 | 1.06% | 1.12% | 116 | +42 | 0.2% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,682 | 1,707 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,981 | 1,696 | 0.01% | 0.01% | 118 | +328 | 1.67% | Q1 2026 | Apr 24, 2026 |
| Hills Bank & Trust Co | History | No change | 19,079 | 1,619 | 0.08% | 0.1% | 119 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,014 | 1,614 | 0.0% | — | 120 | +19,014 | New | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,214 | 1,546 | 0.0% | 0.0% | 121 | +872 | 5.03% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,101 | 1,536 | 0.03% | 0.04% | 122 | -4,520 | -19.98% | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 18,019 | 1,530 | 0.7% | 0.81% | 123 | -672 | -3.6% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 17,687 | 1,501 | 0.0% | 0.0% | 124 | -447 | -2.46% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,597 | 1,494 | 0.0% | 0.0% | 125 | -17,760 | -50.23% | Q1 2026 | May 15, 2026 |
| HWG Holdings LP | History | Reduced | 16,990 | 1,442 | 0.38% | 0.76% | 127 | -17,294 | -50.44% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Reduced | 16,984 | 1,442 | 0.0% | 0.0% | 126 | -4,270 | -20.09% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,581 | 1,407 | 0.01% | 0.01% | 128 | +787 | 4.98% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 16,360 | 1,389 | 0.33% | 0.36% | 129 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Dentgroup LLC | History | No change | 15,178 | 1,387 | 0.95% | 0.95% | 130 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 16,240 | 1,378 | 1.1% | 1.23% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 16,023 | 1,360 | 0.86% | 0.94% | 132 | -122 | -0.76% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | Reduced | 15,137 | 1,285 | 0.15% | 0.16% | 133 | -69 | -0.45% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,838 | 1,259 | 0.01% | 0.02% | 134 | -1,315 | -8.14% | Q1 2026 | Apr 28, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 13,958 | 1,185 | 0.02% | 0.02% | 135 | +182 | 1.32% | Q1 2026 | May 13, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 13,850 | 1,176 | 0.79% | 0.86% | 136 | +46 | 0.33% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 13,777 | 1,169 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,173 | 1,118 | 0.0% | 0.0% | 138 | +430 | 3.37% | Q1 2026 | May 08, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 12,886 | 1,094 | 0.11% | 0.13% | 139 | -47 | -0.36% | Q1 2026 | Apr 13, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 12,798 | 1,086 | 0.42% | 0.5% | 140 | +54 | 0.42% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,302 | 1,044 | 0.02% | 0.01% | 141 | +7,144 | 138.5% | Q1 2026 | May 15, 2026 |
| Goodwin Investment Advisory | History | No change | 12,248 | 1,040 | 1.24% | 1.23% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,897 | 1,010 | 0.02% | 0.02% | 143 | +3,387 | 39.8% | Q1 2026 | May 15, 2026 |
| Avondale Wealth Management | History | Reduced | 11,853 | 1,006 | 0.49% | 0.58% | 144 | -503 | -4.07% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,816 | 1,003 | 0.0% | 0.0% | 145 | -51 | -0.43% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 11,757 | 998 | 0.0% | — | 146 | +11,757 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,722 | 995 | 0.0% | 0.01% | 147 | -199 | -1.67% | Q1 2026 | May 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 11,666 | 990 | 0.4% | 0.36% | 148 | +1,988 | 20.54% | Q1 2026 | May 06, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 11,461 | 973 | 0.57% | 0.68% | 150 | -3,307 | -22.39% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,470 | 973 | 0.04% | 0.04% | 149 | -545 | -4.54% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,359 | 964 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ridgewood Investments LLC | History | New | 11,266 | 956 | 0.39% | — | 152 | +11,266 | New | Q1 2026 | Apr 03, 2026 |
| Brookstone Capital Management | History | Added to | 11,246 | 954 | 0.01% | 0.01% | 153 | +1,369 | 13.86% | Q1 2026 | Apr 16, 2026 |
| Eagle Strategies LLC | History | New | 11,140 | 945 | 0.11% | — | 154 | +11,140 | New | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,034 | 937 | 0.01% | 0.01% | 155 | -986 | -8.2% | Q1 2026 | Apr 07, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 10,856 | 921 | 0.18% | 0.21% | 156 | +15 | 0.14% | Q1 2026 | Apr 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 10,776 | 915 | 0.03% | 0.03% | 157 | -70 | -0.65% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,618 | 901 | 0.05% | 0.06% | 158 | -76 | -0.71% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,597 | 899 | 0.01% | 0.01% | 159 | +798 | 8.14% | Q1 2026 | Apr 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 10,510 | 892 | 0.43% | 0.46% | 160 | +20 | 0.19% | Q1 2026 | May 07, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 10,498 | 891 | 0.75% | 0.72% | 161 | +342 | 3.37% | Q1 2026 | Apr 17, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,462 | 888 | 0.25% | 0.27% | 162 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,303 | 874 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 8,890 | 872 | 0.07% | 0.07% | 165 | -94 | -1.05% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,279 | 872 | 0.0% | 0.01% | 164 | -9 | -0.09% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Reduced | 10,113 | 858 | 0.08% | 0.42% | 166 | -31,784 | -75.86% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,091 | 856 | 0.01% | 0.01% | 167 | -11,647 | -53.58% | Q1 2026 | May 13, 2026 |
| Third View Private Wealth, LLC | History | No change | 10,000 | 849 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 9,982 | 847 | 0.0% | 0.0% | 169 | +2,339 | 30.6% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,967 | 846 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,072 | 829 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,247 | 785 | 0.08% | 0.09% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 9,230 | 783 | 0.12% | 0.14% | 173 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Calamos Advisors LLC | History | New | 9,090 | 771 | 0.0% | — | 176 | +9,090 | New | Q1 2026 | May 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 9,091 | 771 | 0.39% | 0.9% | 175 | -7,630 | -45.63% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 9,090 | 771 | 0.03% | 0.02% | 174 | +1,930 | 26.96% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 8,694 | 738 | 0.06% | 0.06% | 177 | -374 | -4.12% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,415 | 714 | 0.02% | 0.02% | 178 | -117 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 8,130 | 690 | 0.43% | 0.44% | 179 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Leo Wealth, LLC | History | No change | 7,950 | 675 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,935 | 673 | 0.04% | 0.04% | 181 | -216 | -2.65% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,846 | 666 | 0.01% | 0.01% | 182 | -124 | -1.56% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,805 | 662 | 0.02% | 0.02% | 183 | -775 | -9.03% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,751 | 658 | 0.0% | 0.0% | 184 | +242 | 3.22% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 7,760 | 658 | 0.05% | 0.05% | 185 | +37 | 0.48% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 7,673 | 651 | 0.01% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 7,653 | 649 | 0.23% | 0.18% | 187 | +2,164 | 39.42% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 7,445 | 632 | 0.0% | 0.0% | 188 | +1,704 | 29.68% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 7,491 | 631 | 0.0% | 0.0% | 189 | -865 | -10.35% | Q1 2026 | May 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 7,442 | 631 | 0.13% | 0.13% | 190 | -91 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,325 | 621 | 0.02% | 0.02% | 191 | +1,124 | 18.13% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 7,249 | 615 | 0.02% | 0.02% | 192 | +8 | 0.11% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 7,165 | 608 | 0.01% | — | 193 | +7,165 | New | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 6,943 | 589 | 0.0% | — | 195 | +6,943 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,942 | 589 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,863 | 582 | 0.17% | 0.26% | 196 | -3,573 | -34.24% | Q1 2026 | May 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 6,851 | 581 | 0.24% | — | 197 | +6,851 | New | Q1 2026 | May 11, 2026 |
| American Trust | History | Added to | 6,824 | 579 | 0.05% | 0.05% | 198 | +264 | 4.02% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 6,694 | 568 | 0.0% | 0.0% | 199 | +3,339 | 99.52% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,419 | 545 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,796 | 539 | 0.0% | 0.0% | 201 | -74,238 | -86.29% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,195 | 526 | 0.0% | 0.0% | 202 | +447 | 7.78% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,127 | 520 | 0.04% | 0.04% | 203 | -515 | -7.75% | Q1 2026 | May 21, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 6,133 | 520 | 0.54% | 0.57% | 204 | -57 | -0.92% | Q1 2026 | Apr 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,109 | 518 | 0.0% | 0.0% | 205 | +13 | 0.21% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,013 | 510 | 0.01% | 0.01% | 206 | -870 | -12.64% | Q1 2026 | May 01, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 5,861 | 497 | 0.49% | 0.52% | 207 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,825 | 494 | 0.0% | 0.0% | 208 | +1,567 | 36.8% | Q1 2026 | May 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,799 | 492 | 0.13% | 0.19% | 209 | +356 | 6.54% | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,733 | 490 | 0.03% | 0.02% | 210 | +146 | 2.61% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,778 | 490 | 0.08% | 0.09% | 211 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 5,721 | 485 | 0.25% | 0.27% | 212 | +122 | 2.18% | Q1 2026 | May 07, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 5,700 | 483 | 0.3% | — | 213 | +5,700 | New | Q1 2026 | Apr 14, 2026 |
| JB Capital LLC | History | Added to | 5,674 | 481 | 0.02% | 0.02% | 214 | +275 | 5.09% | Q1 2026 | Apr 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,647 | 479 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,620 | 477 | 0.07% | 0.08% | 216 | -129 | -2.24% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,544 | 470 | 0.01% | 0.0% | 217 | +2,362 | 74.23% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Reduced | 5,542 | 470 | 0.01% | 0.01% | 218 | -1,206 | -17.87% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,535 | 469 | 0.0% | 0.0% | 219 | +2,795 | 102.01% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | No change | 5,500 | 467 | 0.08% | 0.09% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 5,488 | 465 | 0.05% | 0.03% | 221 | +2,981 | 118.91% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,487 | 465 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Reduced | 5,206 | 442 | 0.25% | 0.16% | 223 | -266,069 | -98.08% | Q1 2026 | May 08, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,200 | 441 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,170 | 438 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,115 | 434 | 0.02% | — | 226 | +5,115 | New | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,065 | 430 | 0.03% | 0.04% | 227 | -265 | -4.97% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,023 | 426 | 0.0% | 0.0% | 228 | -33 | -0.65% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,017 | 426 | 0.08% | 0.08% | 229 | +18 | 0.36% | Q1 2026 | May 20, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 5,016 | 425 | 0.27% | 0.3% | 230 | +7 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,997 | 424 | 0.0% | 0.0% | 231 | +1,442 | 40.56% | Q1 2026 | Apr 15, 2026 |
| Retirement Management Systems Inc. | History | No change | 5,000 | 424 | 0.1% | 0.12% | 232 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 4,972 | 422 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aufman Associates Inc | History | No change | 4,969 | 421 | 0.21% | 0.23% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 4,621 | 392 | 0.01% | 0.01% | 235 | -124 | -2.61% | Q1 2026 | Apr 27, 2026 |
| First Bank & Trust | History | Added to | 4,601 | 390 | 0.06% | 0.06% | 237 | +599 | 14.97% | Q1 2026 | Apr 10, 2026 |
| Ironwood Financial, llc | History | No change | 4,603 | 390 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,549 | 386 | 0.02% | — | 239 | +4,549 | New | Q1 2026 | Apr 28, 2026 |
| Accredited Investors Inc. | History | Added to | 4,550 | 386 | 0.02% | 0.02% | 238 | +130 | 2.94% | Q1 2026 | Apr 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 4,534 | 385 | 0.01% | — | 240 | +4,534 | New | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Added to | 4,531 | 384 | 0.02% | 0.02% | 241 | +301 | 7.12% | Q1 2026 | Apr 27, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,475 | 379 | 0.08% | 0.1% | 242 | -171 | -3.68% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,337 | 372 | 0.0% | 0.0% | 243 | -79 | -1.79% | Q1 2026 | Apr 07, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 4,337 | 368 | 0.17% | 0.18% | 244 | +6 | 0.14% | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Reduced | 4,244 | 360 | 0.03% | 0.04% | 246 | -1,096 | -20.52% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 4,246 | 360 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 4,111 | 349 | 0.06% | 0.06% | 247 | -48 | -1.15% | Q1 2026 | Apr 28, 2026 |
| MAYPORT, LLC | History | No change | 4,100 | 348 | 0.06% | 0.08% | 248 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mason & Associates Inc | History | Reduced | 4,242 | 347 | 0.07% | 0.07% | 250 | -106 | -2.44% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 3,640 | 347 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,057 | 344 | 0.0% | 0.0% | 251 | -328 | -7.48% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 4,039 | 342 | 0.16% | 0.15% | 252 | +368 | 10.02% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,028 | 342 | 0.02% | 0.02% | 253 | +355 | 9.67% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,023 | 341 | 0.0% | — | 254 | +4,023 | New | Q1 2026 | May 12, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 3,996 | 339 | 0.18% | 0.17% | 255 | +421 | 11.78% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 3,928 | 333 | 0.0% | — | 258 | +3,928 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,929 | 333 | 0.01% | 0.01% | 257 | -37 | -0.93% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | No change | 3,925 | 333 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 4,046 | 331 | 0.02% | 0.01% | 259 | +1,374 | 51.42% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 3,892 | 330 | 0.02% | 0.02% | 260 | -90 | -2.26% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,817 | 324 | 0.0% | 0.0% | 261 | -31 | -0.81% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,797 | 322 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tiller Private Wealth, Inc. | History | New | 3,737 | 317 | 0.11% | — | 264 | +3,737 | New | Q1 2026 | Apr 22, 2026 |
| Bath Savings Trust Co | History | No change | 3,736 | 317 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Procyon Advisors, LLC | History | New | 3,715 | 315 | 0.02% | — | 265 | +3,715 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,672 | 311 | 0.0% | 0.0% | 266 | -449 | -10.9% | Q1 2026 | May 14, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 3,656 | 310 | 0.24% | 0.44% | 267 | -2,753 | -42.96% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 3,178 | 308 | 0.09% | 0.09% | 268 | +1 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 3,593 | 305 | 0.05% | 0.06% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,558 | 302 | 0.02% | 0.02% | 270 | +875 | 32.61% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,528 | 299 | 0.0% | 0.0% | 271 | +277 | 8.52% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 3,499 | 297 | 0.0% | 0.0% | 272 | +121 | 3.58% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 3,436 | 291 | 0.0% | 0.0% | 273 | +486 | 16.47% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,183 | 290 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 3,395 | 288 | 0.19% | 0.2% | 275 | -50 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | No change | 3,382 | 287 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 3,375 | 286 | 0.13% | 0.14% | 277 | +5 | 0.15% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | No change | 3,358 | 285 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 3,323 | 282 | 0.02% | 0.03% | 279 | +5 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Auour Investments LLC | History | No change | 3,330 | 282 | 0.09% | 0.1% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,269 | 277 | 0.0% | 0.0% | 281 | -239 | -6.81% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,250 | 275 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,194 | 271 | 0.09% | 0.09% | 283 | -174 | -5.17% | Q1 2026 | May 15, 2026 |
| Andina Capital Management, LLC | History | No change | 3,152 | 267 | 0.24% | 0.17% | 284 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,921 | 266 | 0.17% | 0.17% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,931 | 263 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,081 | 261 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,040 | 258 | 0.01% | 0.01% | 288 | +240 | 8.57% | Q1 2026 | May 19, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 3,037 | 257 | 0.11% | 0.12% | 289 | +5 | 0.16% | Q1 2026 | Apr 23, 2026 |
| River Wealth Advisors LLC | History | No change | 3,020 | 256 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SP Asset Management LLC | History | Added to | 3,003 | 254 | 0.02% | 0.02% | 292 | +4 | 0.13% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,965 | 254 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,933 | 249 | 0.0% | 0.0% | 293 | +134 | 4.79% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,826 | 239 | 0.01% | 0.01% | 294 | +4 | 0.14% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,599 | 237 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Maia Wealth LLC | History | No change | 2,770 | 235 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SB Capital Management Inc | History | No change | 2,550 | 233 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 2,729 | 231 | 0.11% | 0.12% | 298 | +3 | 0.11% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,700 | 229 | 0.01% | 0.02% | 299 | -126 | -4.46% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,665 | 226 | 0.0% | 0.0% | 301 | +388 | 17.04% | Q1 2026 | May 12, 2026 |