PGIM ETF TRUST - PULS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 39,414,024 | 1,957,300 | 0.13% | 0.12% | 1 | +3,302 | 0.01% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,447,880 | 1,111,170 | 1.37% | 1.34% | 2 | -1 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 17,396,785 | 861,140 | 0.05% | 0.05% | 3 | +845,047 | 5.11% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 12,718,445 | 629,563 | 0.17% | 0.15% | 4 | +1,570,293 | 14.09% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,480,041 | 568,262 | 0.04% | 0.04% | 5 | -63,255 | -0.55% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,842,271 | 388,192 | 0.07% | 0.07% | 6 | +67,917 | 0.87% | Q1 2026 | May 11, 2026 |
| McCarthy & Cox | History | No change | 6,859 | 340,162 | 4.12% | 4.12% | 7 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,107,827 | 252,837 | 0.08% | 0.07% | 8 | +355,359 | 7.48% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,939,651 | 244,512 | 0.14% | 0.11% | 9 | +918,258 | 22.83% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 4,739,085 | 234,584 | 0.25% | 0.16% | 10 | +1,715,376 | 56.73% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 4,456,224 | 220,583 | 0.01% | 0.01% | 11 | -115,865 | -2.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,375,558 | 216,590 | 0.03% | 0.03% | 12 | +573,042 | 15.07% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,871,800 | 191,654 | 0.03% | 0.03% | 13 | +88,411 | 2.34% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,238,063 | 160,802 | 0.08% | 0.08% | 14 | +520,716 | 19.16% | Q1 2026 | May 15, 2026 |
| Kensington Asset Management, LLC | History | Added to | 3,226,778 | 159,725 | 8.7% | 4.07% | 15 | +1,638,630 | 103.18% | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,441,278 | 120,844 | 0.02% | 0.02% | 16 | +59,415 | 2.49% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,390,003 | 118,313 | 0.03% | 0.02% | 17 | +878,218 | 58.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,309,487 | 114,319 | 0.16% | 0.16% | 18 | -42,243 | -1.8% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,810,138 | 89,602 | 0.08% | 0.09% | 19 | -269,497 | -12.96% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,618,528 | 80,120 | 0.12% | 0.1% | 20 | +221,293 | 15.84% | Q1 2026 | May 15, 2026 |
| Crane Advisory, LLC | History | Added to | 1,537,220 | 76,292 | 11.42% | 11.51% | 21 | +4,917 | 0.32% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 1,454,771 | 72,011 | 0.41% | 0.43% | 22 | -39,367 | -2.63% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,307,335 | 64,713 | 0.23% | 0.21% | 23 | +120,342 | 10.14% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,124,589 | 55,667 | 0.03% | 0.03% | 24 | +8,883 | 0.8% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,009,758 | 49,983 | 0.01% | 0.01% | 25 | +159,228 | 18.72% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 940,649 | 46,562 | 0.22% | 0.15% | 26 | +286,834 | 43.87% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 770,603 | 38,145 | 0.1% | 0.08% | 27 | +125,341 | 19.42% | Q1 2026 | Apr 30, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 768,939 | 38,062 | 13.8% | 13.42% | 28 | +11,603 | 1.53% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 740,872 | 36,673 | 0.1% | 0.09% | 29 | +5,057 | 0.69% | Q1 2026 | May 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 686,116 | 33,962 | 7.14% | 7.91% | 30 | -112,093 | -14.04% | Q1 2026 | May 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 685,513 | 33,932 | 10.15% | 9.47% | 31 | +62,045 | 9.95% | Q1 2026 | Apr 28, 2026 |
| LeClair Wealth Partners LLC | History | New | 684,685 | 33,891 | 11.71% | — | 33 | +684,685 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 684,685 | 33,891 | 11.71% | 14.72% | 32 | -140,795 | -17.06% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Reduced | 675,334 | 33,429 | 2.85% | 3.34% | 34 | -85,562 | -11.24% | Q1 2026 | May 07, 2026 |
| AMJ Financial Wealth Management | History | Added to | 662,171 | 32,777 | 7.73% | 6.03% | 35 | +148,160 | 28.82% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | Reduced | 659,316 | 32,636 | 9.59% | 11.65% | 36 | -21,576 | -3.17% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 616,909 | 30,536 | 0.73% | 0.59% | 37 | +85,618 | 16.12% | Q1 2026 | May 08, 2026 |
| Peak Planning Group, LLC | History | Added to | 589,238 | 29,167 | 8.08% | 6.53% | 38 | +119,852 | 25.53% | Q1 2026 | Apr 22, 2026 |
| Navigation Group, LLC | History | New | 585,168 | 28,965 | 6.78% | — | 39 | +585,168 | New | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 563,607 | 27,899 | 0.07% | 0.05% | 40 | +132,948 | 30.87% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 531,749 | 26,321 | 0.13% | 0.14% | 41 | -2,181 | -0.41% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 530,350 | 26,252 | 0.61% | 0.35% | 42 | +242,661 | 84.35% | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 503,937 | 24,944 | 5.73% | 5.64% | 43 | +25,624 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Embree Financial Group | History | Added to | 494,297 | 24,467 | 2.88% | 2.69% | 44 | +52,213 | 11.81% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 490,072 | 24,258 | 0.18% | 0.11% | 45 | +192,016 | 64.42% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 478,478 | 23,709 | 0.15% | 0.09% | 46 | +218,002 | 83.69% | Q1 2026 | May 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 449,951 | 22,315 | 2.36% | 1.83% | 47 | +127,778 | 39.66% | Q1 2026 | May 07, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 420,392 | 20,843 | 9.34% | 9.33% | 48 | +1,500 | 0.36% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 412,025 | 20,659 | 0.1% | 0.09% | 49 | +68,307 | 19.87% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 416,005 | 20,592 | 2.3% | 2.56% | 50 | -30,501 | -6.83% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 413,088 | 20,447 | 0.79% | 0.7% | 51 | +32,153 | 8.44% | Q1 2026 | May 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 412,856 | 20,436 | 3.77% | 4.16% | 52 | -32,057 | -7.21% | Q1 2026 | Apr 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 411,953 | 20,394 | 2.7% | 2.2% | 53 | +81,716 | 24.74% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 396,686 | 19,635 | 0.38% | 0.31% | 54 | +78,549 | 24.69% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 395,811 | 19,593 | 2.44% | 1.56% | 55 | +166,101 | 72.31% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 391,680 | 19,462 | 0.35% | 0.5% | 56 | +174,867 | 80.65% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 386,858 | 19,149 | 0.44% | 0.53% | 57 | -53,916 | -12.23% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 377,807 | 18,705 | 1.4% | 1.02% | 58 | +40,373 | 11.96% | Q1 2026 | May 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 373,761 | 18,568 | 0.07% | 0.07% | 59 | +32,287 | 9.46% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 366,292 | 18,131 | 0.43% | 0.41% | 60 | +24,849 | 7.28% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 356,427 | 17,643 | 0.03% | 0.03% | 61 | +19,934 | 5.92% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 336,405 | 16,654 | 0.1% | 0.08% | 62 | +69,031 | 25.82% | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 325,323 | 16,103 | 3.84% | 3.37% | 63 | +21,464 | 7.06% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 324,349 | 16,055 | 0.01% | 0.0% | 64 | +235,899 | 266.7% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 323,860 | 16,031 | 0.18% | 0.17% | 65 | +13,189 | 4.25% | Q1 2026 | Apr 28, 2026 |
| Bulwark Capital Corp | History | Added to | 321,880 | 15,933 | 9.82% | 5.55% | 66 | +164,511 | 104.54% | Q1 2026 | Apr 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 304,457 | 15,070 | 1.65% | 1.25% | 67 | +70,398 | 30.08% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 303,987 | 15,047 | 0.02% | 0.01% | 68 | +36,405 | 13.61% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 298,853 | 14,793 | 0.2% | 0.1% | 69 | +163,763 | 121.23% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 295,103 | 14,607 | 0.08% | 0.05% | 70 | +124,247 | 72.72% | Q1 2026 | Apr 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 289,424 | 14,326 | 0.48% | 0.52% | 71 | -9,441 | -3.16% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 288,488 | 14,280 | 0.17% | 0.18% | 72 | +36,158 | 14.33% | Q1 2026 | Apr 23, 2026 |
| M Wealth Management, LLC | History | Reduced | 282,182 | 13,968 | 11.76% | 13.78% | 73 | -37,045 | -11.6% | Q1 2026 | May 15, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 280,457 | 13,882 | 8.93% | 8.9% | 74 | +8,507 | 3.13% | Q1 2026 | May 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 279,119 | 13,816 | 4.99% | 4.54% | 75 | +19,087 | 7.34% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 278,538 | 13,787 | 0.03% | 0.0% | 76 | +266,906 | 2294.58% | Q1 2026 | May 01, 2026 |
| Hedeker Wealth, LLC | History | Added to | 278,218 | 13,771 | 2.91% | 1.44% | 77 | +140,114 | 101.46% | Q1 2026 | May 11, 2026 |
| Leelyn Smith, LLC | History | Reduced | 271,482 | 13,438 | 1.88% | 2.11% | 78 | -22,604 | -7.69% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 266,618 | 13,221 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Inscription Capital, LLC | History | Added to | 264,568 | 13,096 | 1.38% | 1.25% | 80 | +19,343 | 7.89% | Q1 2026 | Apr 20, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 255,779 | 12,671 | 7.41% | 7.14% | 81 | +13,078 | 5.39% | Q1 2026 | Apr 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 254,065 | 12,576 | 0.15% | 0.15% | 82 | -20,435 | -7.44% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 251,761 | 12,462 | 0.39% | 0.44% | 83 | -27,921 | -9.98% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 247,217 | 12,237 | 0.41% | 0.27% | 84 | +24,589 | 11.04% | Q1 2026 | Apr 23, 2026 |
| Fortis Capital Management LLC | History | New | 232,550 | 11,511 | 1.18% | — | 85 | +232,550 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 230,629 | 11,416 | 0.15% | 0.15% | 86 | +19,343 | 9.15% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | Added to | 223,312 | 11,053 | 2.82% | 1.75% | 87 | +91,232 | 69.07% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 219,146 | 10,863 | 1.17% | 0.28% | 88 | +166,816 | 318.78% | Q1 2026 | Apr 22, 2026 |
| Clark Wealth Partners | History | Added to | 210,803 | 10,472 | 7.03% | 5.46% | 89 | +30,169 | 16.7% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 210,882 | 10,438 | 4.12% | 1.34% | 90 | +147,172 | 231.0% | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors, LLC | History | Added to | 206,166 | 10,205 | 5.59% | 1.74% | 91 | +141,300 | 217.83% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 206,189 | 10,193 | 0.54% | 0.43% | 92 | +18,560 | 9.89% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 205,427 | 10,168 | 0.84% | 0.82% | 93 | +11,487 | 5.92% | Q1 2026 | Apr 08, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 201,392 | 9,968 | 1.46% | 1.51% | 94 | +5,449 | 2.78% | Q1 2026 | Apr 24, 2026 |
| Live Oak Investment Partners | History | Reduced | 197,188 | 9,760 | 5.76% | 7.03% | 95 | -33,405 | -14.49% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 196,092 | 9,706 | 0.15% | 0.2% | 96 | -1,373 | -0.7% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 195,027 | 9,653 | 0.1% | 0.11% | 97 | -4,670 | -2.34% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 194,980 | 9,651 | 1.09% | 0.98% | 98 | +14,189 | 7.85% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 194,000 | 9,603 | 1.73% | 1.73% | 99 | +8,868 | 4.79% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 190,898 | 9,466 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 191,159 | 9,462 | 1.84% | 2.08% | 101 | +10,479 | 5.8% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 191,076 | 9,458 | 0.01% | 0.01% | 102 | +34,667 | 22.16% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 188,030 | 9,307 | 0.19% | 0.18% | 103 | +24,880 | 15.25% | Q1 2026 | Apr 13, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 187,894 | 9,300 | 1.74% | 2.03% | 104 | -30,320 | -13.89% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 186,490 | 9,231 | 0.83% | 0.73% | 105 | +21,152 | 12.79% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Added to | 184,279 | 9,121 | 1.01% | 0.73% | 106 | +55,725 | 43.35% | Q1 2026 | Apr 28, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 180,139 | 8,916 | 1.6% | 2.09% | 107 | -42,014 | -18.91% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 179,340 | 8,880 | 0.08% | 0.1% | 108 | -7,192 | -3.86% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 177,773 | 8,799 | 0.02% | 0.03% | 109 | -24,151 | -11.96% | Q1 2026 | May 14, 2026 |
| TABR Capital Management, LLC | History | Added to | 175,446 | 8,684 | 7.99% | 3.97% | 110 | +55,519 | 46.29% | Q1 2026 | Apr 27, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 169,959 | 8,412 | 5.79% | 3.42% | 111 | +69,845 | 69.77% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 166,673 | 8,250 | 0.09% | 0.01% | 112 | +158,736 | 1999.95% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 163,401 | 8,094 | 0.02% | 0.01% | 113 | -33,137 | -16.86% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 163,268 | 8,081 | 0.01% | 0.01% | 114 | -14,886 | -8.36% | Q1 2026 | Apr 27, 2026 |
| Client First Investment Management LLC | History | New | 161,880 | 8,013 | 4.17% | — | 115 | +161,880 | New | Q1 2026 | Apr 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 161,066 | 7,972 | 0.31% | 0.31% | 116 | +104,954 | 187.04% | Q1 2026 | May 15, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 159,905 | 7,915 | 2.04% | 1.55% | 117 | +35,118 | 28.14% | Q1 2026 | May 07, 2026 |
| Clearwave Capital, LLC | History | Added to | 155,999 | 7,721 | 5.28% | 5.06% | 118 | +17,836 | 12.91% | Q1 2026 | Apr 29, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 155,635 | 7,703 | 2.04% | — | 119 | +155,635 | New | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 151,385 | 7,493 | 0.33% | 0.3% | 120 | +24,763 | 19.56% | Q1 2026 | Apr 28, 2026 |
| Innovative Wealth Building LLC | History | Added to | 150,042 | 7,427 | 5.22% | 5.22% | 121 | +5,650 | 3.91% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 148,925 | 7,371 | 0.13% | 0.08% | 122 | +60,043 | 67.55% | Q1 2026 | Apr 10, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 148,478 | 7,349 | 1.44% | 1.4% | 123 | +2,511 | 1.72% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 148,166 | 7,334 | 2.27% | 1.41% | 124 | +59,561 | 67.22% | Q1 2026 | May 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 147,219 | 7,287 | 0.81% | 0.73% | 125 | +14,078 | 10.57% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 136,530 | 6,758 | 0.04% | 0.04% | 126 | -17,207 | -11.19% | Q1 2026 | May 05, 2026 |
| Leisure Capital Management | History | Added to | 135,952 | 6,729 | 2.36% | 2.18% | 127 | +3,196 | 2.41% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 135,074 | 6,686 | 0.17% | 0.13% | 128 | +38,469 | 39.82% | Q1 2026 | Apr 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 132,183 | 6,543 | 1.46% | 1.11% | 129 | +29,790 | 29.09% | Q1 2026 | May 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 132,058 | 6,536 | 1.73% | 1.7% | 130 | -1,362 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 127,252 | 6,298 | 0.01% | 0.01% | 131 | -17,937 | -12.35% | Q1 2026 | May 13, 2026 |
| SAM Advisors, LLC | History | Added to | 123,859 | 6,131 | 1.92% | 1.02% | 132 | +58,582 | 89.74% | Q1 2026 | Apr 29, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 119,165 | 5,898 | 0.11% | 0.12% | 133 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 118,472 | 5,864 | 0.9% | 0.95% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IRON Financial LLC | History | Added to | 117,711 | 5,826 | 2.55% | 2.55% | 135 | +5,963 | 5.34% | Q1 2026 | Apr 27, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 114,332 | 5,659 | 2.55% | 0.24% | 136 | +104,464 | 1058.61% | Q1 2026 | Apr 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 111,122 | 5,500 | 2.9% | 2.42% | 137 | +17,768 | 19.03% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 110,389 | 5,464 | 0.19% | 0.15% | 138 | +22,979 | 26.29% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 110,214 | 5,455 | 0.6% | 0.66% | 139 | -4,542 | -3.96% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Reduced | 108,852 | 5,388 | 0.93% | 1.32% | 140 | -42,574 | -28.12% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 108,453 | 5,368 | 2.74% | 2.03% | 141 | +11,662 | 12.05% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 107,575 | 5,324 | 0.34% | 0.45% | 142 | -33,499 | -23.75% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 107,143 | 5,303 | 0.02% | 0.01% | 143 | +12,272 | 12.94% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 106,957 | 5,294 | 0.2% | 0.45% | 144 | -139,727 | -56.64% | Q1 2026 | May 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 105,096 | 5,202 | 1.17% | 0.99% | 145 | +18,229 | 20.98% | Q1 2026 | Apr 02, 2026 |
| Congress Park Capital LLC | History | Added to | 105,075 | 5,201 | 1.6% | 1.32% | 146 | +16,126 | 18.13% | Q1 2026 | Apr 14, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 105,069 | 5,200 | 1.61% | 2.5% | 147 | -66,604 | -38.8% | Q1 2026 | May 12, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 104,418 | 5,168 | 2.04% | 2.0% | 148 | -244 | -0.23% | Q1 2026 | Apr 22, 2026 |
| COFG Advisors, LLC | History | Reduced | 103,526 | 5,124 | 1.27% | 1.36% | 149 | -7,334 | -6.62% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 102,805 | 5,088 | 0.35% | 0.29% | 150 | +10,027 | 10.81% | Q1 2026 | May 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 97,041 | 4,803 | 0.24% | 0.16% | 151 | +32,496 | 50.35% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | Added to | 95,508 | 4,727 | 0.12% | 0.12% | 152 | +6,073 | 6.79% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 93,705 | 4,638 | 0.03% | 0.03% | 153 | +379 | 0.41% | Q1 2026 | May 05, 2026 |
| Bouvel Investment Partners, LLC | History | New | 87,683 | 4,340 | 1.26% | — | 154 | +87,683 | New | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | Added to | 87,566 | 4,334 | 3.19% | 2.05% | 155 | +31,951 | 57.45% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,985 | 4,256 | 0.08% | 0.05% | 156 | +32,389 | 60.43% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 85,852 | 4,249 | 0.01% | 0.02% | 157 | -14,646 | -14.57% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 84,655 | 4,202 | 0.65% | 0.66% | 158 | -1,600 | -1.85% | Q1 2026 | Apr 17, 2026 |
| McAdam, LLC | History | Added to | 84,316 | 4,173 | 0.19% | 0.14% | 159 | +21,394 | 34.0% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 80,267 | 3,973 | 0.11% | 0.11% | 160 | +1,547 | 1.97% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 79,593 | 3,940 | 0.1% | 0.09% | 161 | +17,534 | 28.25% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 78,000 | 3,861 | 0.14% | 0.09% | 162 | +37,969 | 94.85% | Q1 2026 | May 19, 2026 |
| Marshall Financial Group, LLC | History | Added to | 76,716 | 3,797 | 0.61% | 0.58% | 163 | +16,617 | 27.65% | Q1 2026 | Apr 10, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 76,286 | 3,776 | 1.81% | 2.38% | 164 | -28,439 | -27.16% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 76,020 | 3,762 | 0.08% | 0.08% | 165 | +1,823 | 2.46% | Q1 2026 | May 01, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 75,654 | 3,744 | 1.78% | 1.81% | 166 | +599 | 0.8% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 75,056 | 3,715 | 0.01% | 0.0% | 167 | +31,685 | 73.06% | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 74,881 | 3,706 | 1.67% | 1.63% | 168 | -2,663 | -3.43% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | Reduced | 73,086 | 3,633 | 0.28% | 0.36% | 169 | -11,048 | -13.13% | Q1 2026 | Apr 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 73,014 | 3,614 | 1.05% | 1.15% | 170 | -4,956 | -6.36% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 72,684 | 3,597 | 0.81% | 0.85% | 171 | +999 | 1.39% | Q1 2026 | Apr 08, 2026 |
| Owen LaRue, LLC | History | Added to | 70,553 | 3,492 | 1.34% | 0.99% | 172 | +17,961 | 34.15% | Q1 2026 | Apr 30, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 70,143 | 3,472 | 0.25% | 0.24% | 173 | +34,901 | 99.03% | Q1 2026 | May 15, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 69,233 | 3,427 | 2.23% | 2.46% | 174 | -6,365 | -8.42% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 69,201 | 3,425 | 0.04% | 0.03% | 175 | +22,350 | 47.7% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 68,543 | 3,392 | 0.01% | 0.01% | 176 | -38,790 | -36.14% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 67,362 | 3,334 | 0.02% | 0.01% | 177 | +29,388 | 77.39% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 64,858 | 3,221 | 0.87% | 0.03% | 178 | +62,562 | 2724.83% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 64,929 | 3,214 | 0.15% | 0.17% | 179 | -7,406 | -10.24% | Q1 2026 | Apr 28, 2026 |
| First Citizens Financial Corp | History | Added to | 64,148 | 3,175 | 1.5% | 0.78% | 180 | +32,446 | 102.35% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | New | 62,300 | 3,083 | 0.0% | — | 181 | +62,300 | New | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 59,265 | 2,933 | 0.19% | 0.23% | 182 | -10,471 | -15.02% | Q1 2026 | Apr 27, 2026 |
| IFS Group,LLC | History | New | 59,207 | 2,930 | 2.61% | — | 183 | +59,207 | New | Q1 2026 | May 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 56,739 | 2,808 | 0.03% | 0.03% | 184 | +12,418 | 28.02% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,833 | 2,664 | 0.0% | 0.0% | 185 | +39,179 | 267.36% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 53,508 | 2,648 | 0.67% | 0.78% | 186 | -2,256 | -4.05% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 53,051 | 2,626 | 0.22% | 0.22% | 187 | +305 | 0.58% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 51,655 | 2,556 | 0.8% | 0.79% | 188 | +82 | 0.16% | Q1 2026 | Apr 16, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 50,700 | 2,518 | 0.77% | 0.41% | 189 | +26,640 | 110.72% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 50,729 | 2,515 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 48,830 | 2,417 | 0.03% | 0.03% | 191 | -800 | -1.61% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 47,694 | 2,369 | 1.28% | 1.36% | 192 | -1,547 | -3.14% | Q1 2026 | May 14, 2026 |
| Cypress Capital, LLC | History | Reduced | 47,663 | 2,359 | 0.67% | 0.69% | 193 | -2,316 | -4.63% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 45,846 | 2,277 | 0.05% | — | 194 | +45,846 | New | Q1 2026 | Apr 27, 2026 |
| Alpha Zero LLC | History | New | 45,987 | 2,276 | 1.15% | — | 196 | +45,987 | New | Q1 2026 | May 07, 2026 |
| Norris Financial Group, LLC | History | Added to | 45,994 | 2,276 | 0.74% | 0.52% | 195 | +14,946 | 48.14% | Q1 2026 | May 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 45,846 | 2,269 | 0.03% | — | 197 | +45,846 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 45,189 | 2,236 | 0.02% | 0.08% | 198 | -93,563 | -67.43% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 44,412 | 2,198 | 0.16% | 0.15% | 199 | -1,547 | -3.37% | Q1 2026 | Apr 20, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 43,878 | 2,181 | 0.69% | 0.43% | 200 | -2,802 | -6.0% | Q1 2026 | Apr 23, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 43,550 | 2,155 | 1.65% | 2.87% | 201 | -25,201 | -36.66% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 43,527 | 2,154 | 0.03% | 0.0% | 202 | +37,789 | 658.57% | Q1 2026 | Apr 27, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 43,103 | 2,133 | 1.53% | 1.51% | 203 | -678 | -1.55% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 41,762 | 2,067 | 0.12% | 0.09% | 204 | +9,568 | 29.72% | Q1 2026 | May 12, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 41,172 | 2,044 | 1.75% | 1.66% | 205 | +1,870 | 4.76% | Q1 2026 | Apr 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 40,630 | 2,014 | 0.55% | 0.55% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 40,663 | 2,013 | 0.0% | 0.0% | 207 | +4,782 | 13.33% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Inc. | History | Added to | 40,503 | 2,004 | 0.03% | 0.02% | 208 | +9,919 | 32.43% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 40,238 | 1,991 | 0.09% | 0.05% | 209 | +23,583 | 141.6% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | New | 39,222 | 1,941 | 0.0% | — | 210 | +39,222 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 39,062 | 1,940 | 0.02% | 0.04% | 211 | -10,904 | -21.82% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | New | 38,916 | 1,926 | 0.93% | — | 212 | +38,916 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 38,095 | 1,885 | 0.01% | 0.01% | 213 | -1,755 | -4.4% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 38,071 | 1,884 | 0.03% | 0.03% | 214 | -1,490 | -3.77% | Q1 2026 | Apr 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 37,500 | 1,856 | 0.24% | 0.23% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 37,030 | 1,832 | 0.02% | 0.01% | 216 | +19,224 | 107.96% | Q1 2026 | May 08, 2026 |
| Ellenbecker Investment Group | History | Added to | 36,855 | 1,824 | 0.25% | 0.19% | 217 | +9,430 | 34.38% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 36,647 | 1,819 | 0.07% | 0.03% | 218 | +18,044 | 97.0% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 36,269 | 1,795 | 0.37% | 0.53% | 219 | -12,097 | -25.01% | Q1 2026 | May 12, 2026 |
| 626 Financial, LLC | History | Reduced | 35,551 | 1,759 | 0.78% | 0.81% | 220 | -2,570 | -6.74% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 35,203 | 1,742 | 0.16% | 0.16% | 221 | -977 | -2.7% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 34,834 | 1,724 | 0.01% | 0.02% | 222 | -7,702 | -18.11% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 34,717 | 1,718 | 0.2% | 0.16% | 223 | +6,891 | 24.76% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 34,641 | 1,714 | 0.13% | 0.12% | 224 | +2,448 | 7.6% | Q1 2026 | Apr 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 34,557 | 1,710 | 0.05% | 0.04% | 225 | +3,924 | 12.81% | Q1 2026 | May 12, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 34,314 | 1,698 | 0.9% | 0.96% | 226 | -300 | -0.87% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 34,066 | 1,692 | 0.01% | 0.01% | 227 | +1,085 | 3.29% | Q1 2026 | May 15, 2026 |
| TradeWell Securities, LLC. | History | Added to | 33,988 | 1,686 | 0.71% | 0.61% | 228 | +2,541 | 8.08% | Q1 2026 | Apr 13, 2026 |
| Horizon Investments, LLC | History | Added to | 34,048 | 1,679 | 0.02% | 0.01% | 229 | +17,783 | 109.33% | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 33,262 | 1,646 | 0.2% | 0.18% | 230 | +5,182 | 18.45% | Q1 2026 | Apr 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 32,934 | 1,630 | 0.53% | 0.55% | 231 | -1,811 | -5.21% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 32,302 | 1,599 | 0.03% | 0.03% | 232 | +789 | 2.5% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 31,028 | 1,537 | 2.1% | 1.91% | 233 | +657 | 2.16% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 31,015 | 1,535 | 0.0% | 0.0% | 234 | -4,768 | -13.32% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 30,509 | 1,510 | 0.23% | 0.23% | 235 | -87 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,893 | 1,479 | 0.05% | 0.08% | 236 | -12,762 | -29.92% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,682 | 1,469 | 0.02% | 0.01% | 237 | +14,351 | 93.61% | Q1 2026 | Apr 20, 2026 |
| City Center Advisors, LLC | History | Added to | 29,291 | 1,449 | 1.34% | 1.21% | 238 | +2,826 | 10.68% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Reduced | 17,510 | 1,414 | 0.0% | 0.0% | 239 | -28,321 | -61.79% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 28,541 | 1,412 | 0.14% | 0.12% | 240 | +5,569 | 24.24% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 28,541 | 1,412 | 0.21% | 0.17% | 241 | +5,569 | 24.24% | Q1 2026 | May 11, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 27,304 | 1,351 | 0.74% | 0.58% | 243 | +6,163 | 29.15% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Reduced | 27,298 | 1,351 | 0.06% | 0.07% | 242 | -2,476 | -8.32% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | Reduced | 27,019 | 1,337 | 0.13% | 0.21% | 244 | -16,393 | -37.76% | Q1 2026 | Apr 15, 2026 |
| Petros Family Wealth, LLC | History | Added to | 26,903 | 1,331 | 0.95% | 0.84% | 245 | +1,372 | 5.37% | Q1 2026 | Apr 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 26,211 | 1,297 | 0.69% | 0.68% | 246 | +1,673 | 6.82% | Q1 2026 | May 13, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 25,797 | 1,276 | 0.67% | 0.48% | 247 | +121 | 0.47% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,395 | 1,257 | 0.05% | 0.02% | 248 | +17,964 | 241.74% | Q1 2026 | May 08, 2026 |
| Macco Financial Group, Inc. | History | New | 25,123 | 1,243 | 0.94% | — | 249 | +25,123 | New | Q1 2026 | Apr 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 24,604 | 1,219 | 0.07% | 0.05% | 250 | +8,339 | 51.27% | Q1 2026 | Apr 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 24,079 | 1,191 | 0.2% | 0.2% | 251 | +2,092 | 9.51% | Q1 2026 | Apr 30, 2026 |
| Everest Management Corp. | History | Added to | 22,698 | 1,123 | 0.57% | 0.6% | 252 | +888 | 4.07% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,564 | 1,116 | 0.02% | 0.02% | 253 | +6,280 | 38.57% | Q1 2026 | May 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 22,315 | 1,104 | 0.03% | 0.02% | 254 | +10,679 | 91.78% | Q1 2026 | May 15, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 22,227 | 1,100 | 0.4% | 0.36% | 255 | +1,955 | 9.64% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,889 | 1,083 | 0.02% | 0.03% | 256 | -4,341 | -16.55% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 21,276 | 1,056 | 0.07% | 0.03% | 257 | +6,743 | 46.4% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | No change | 21,157 | 1,048 | 0.08% | 0.09% | 258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 21,000 | 1,039 | 0.01% | — | 259 | +21,000 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 20,983 | 1,038 | 0.08% | 0.1% | 260 | -93 | -0.44% | Q1 2026 | May 19, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 20,372 | 1,008 | 0.18% | 0.09% | 261 | +6,965 | 51.95% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,083 | 994 | 0.03% | 0.03% | 262 | +624 | 3.21% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 19,990 | 989 | 0.1% | 0.14% | 263 | -649 | -3.14% | Q1 2026 | Apr 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 19,822 | 981 | 0.1% | 0.09% | 264 | +1,430 | 7.78% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Partners, LLC | History | No change | 19,632 | 971 | 0.14% | 0.13% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 19,613 | 970 | 0.08% | 0.07% | 266 | +3,374 | 20.78% | Q1 2026 | May 01, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 19,504 | 965 | 0.5% | 0.4% | 267 | +4,990 | 34.38% | Q1 2026 | Apr 21, 2026 |
| Friedenthal Financial | History | Added to | 19,046 | 942 | 0.47% | 0.48% | 268 | +377 | 2.02% | Q1 2026 | Apr 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 18,994 | 940 | 0.0% | 0.0% | 269 | +6,855 | 56.47% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 18,891 | 935 | 0.12% | — | 270 | +18,891 | New | Q1 2026 | Apr 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 18,356 | 908 | 0.06% | 0.11% | 271 | -14,924 | -44.84% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 18,317 | 906 | 0.01% | 0.01% | 272 | -4,992 | -21.42% | Q1 2026 | May 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 18,008 | 891 | 0.24% | 1.17% | 273 | -108,550 | -85.77% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Added to | 17,936 | 887 | 0.05% | 0.02% | 274 | +9,738 | 118.79% | Q1 2026 | Apr 28, 2026 |
| Hartford Financial Management Inc. | History | No change | 17,488 | 865 | 0.22% | 0.23% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 17,207 | 851 | 0.05% | 0.08% | 276 | -6,859 | -28.5% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 17,080 | 845 | 0.05% | 0.05% | 277 | +124 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,491 | 816 | 0.03% | 0.14% | 278 | -63,787 | -79.46% | Q1 2026 | Apr 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 15,832 | 783 | 0.07% | 0.03% | 279 | +8,330 | 111.04% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 15,766 | 780 | 0.03% | 0.04% | 280 | -555 | -3.4% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 15,523 | 768 | 0.01% | 0.0% | 281 | +10,011 | 181.62% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,248 | 754 | 0.04% | 0.04% | 282 | +143 | 0.95% | Q1 2026 | May 14, 2026 |
| Bravera Wealth | History | Added to | 15,230 | 753 | 0.34% | 0.23% | 283 | +5,912 | 63.45% | Q1 2026 | Apr 22, 2026 |
| Bouchey Financial Group Ltd | History | New | 14,908 | 739 | 0.05% | — | 284 | +14,908 | New | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 14,824 | 733 | 0.08% | 0.15% | 285 | -3,560 | -19.36% | Q1 2026 | May 07, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 14,215 | 704 | 0.16% | — | 286 | +14,215 | New | Q1 2026 | May 08, 2026 |
| Worth Asset Management, LLC | History | Added to | 13,761 | 681 | 0.25% | 0.27% | 287 | +1,134 | 8.98% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,644 | 675 | 0.0% | 0.0% | 288 | -9,672 | -41.48% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 13,560 | 671 | 0.04% | 0.04% | 289 | -1,145 | -7.79% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 13,461 | 666 | 0.15% | 0.14% | 290 | +811 | 6.41% | Q1 2026 | May 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 13,358 | 661 | 0.13% | 0.6% | 291 | -44,037 | -76.73% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | New | 13,338 | 660 | 0.04% | — | 292 | +13,338 | New | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | Reduced | 13,217 | 654 | 0.23% | 0.24% | 293 | -1,781 | -11.87% | Q1 2026 | Apr 22, 2026 |
| Register Financial Advisors LLC | History | Added to | 13,170 | 651 | 0.24% | 0.18% | 294 | +3,720 | 39.37% | Q1 2026 | Apr 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 13,086 | 650 | 0.02% | 0.03% | 295 | -7,494 | -36.41% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,927 | 640 | 0.03% | 0.05% | 296 | -8,198 | -38.81% | Q1 2026 | May 18, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 12,832 | 635 | 0.05% | 0.06% | 297 | +20 | 0.16% | Q1 2026 | Apr 09, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 12,824 | 634 | 0.41% | 0.41% | 298 | -27 | -0.21% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,474 | 617 | 0.01% | 0.01% | 299 | -807 | -6.08% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 12,422 | 614 | 0.4% | 0.38% | 300 | +333 | 2.75% | Q1 2026 | May 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,367 | 613 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cyr Financial Inc. | History | Added to | 12,144 | 601 | 0.35% | 0.38% | 302 | +3 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,047 | 599 | 0.0% | 0.02% | 303 | -47,589 | -79.8% | Q1 2026 | May 11, 2026 |
| Riverstone Advisors, LLC | History | New | 11,902 | 589 | 0.29% | — | 304 | +11,902 | New | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,718 | 580 | 0.01% | 0.01% | 305 | +1,515 | 14.85% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | New | 11,550 | 571 | 0.01% | — | 306 | +11,550 | New | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 11,264 | 557 | 0.0% | 0.0% | 307 | -11 | -0.1% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 10,985 | 543 | 0.01% | 0.01% | 308 | +4,546 | 70.6% | Q1 2026 | May 15, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 10,882 | 538 | 0.29% | — | 309 | +10,882 | New | Q1 2026 | Apr 23, 2026 |
| Team Financial Group, LLC | History | Reduced | 10,850 | 537 | 0.24% | 0.29% | 310 | -2,006 | -15.6% | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,823 | 535 | 0.0% | 0.0% | 311 | -1,024 | -8.64% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | New | 10,700 | 529 | 0.05% | — | 312 | +10,700 | New | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,471 | 518 | 0.06% | 0.07% | 313 | -1,706 | -14.01% | Q1 2026 | May 05, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 10,237 | 506 | 1.82% | 0.34% | 314 | +5,617 | 121.58% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 10,132 | 501 | 0.06% | 0.07% | 315 | +91 | 0.91% | Q1 2026 | May 15, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | New | 10,078 | 498 | 0.3% | — | 316 | +10,078 | New | Q1 2026 | Apr 15, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 10,055 | 497 | 0.25% | — | 317 | +10,055 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,769 | 483 | 0.01% | — | 319 | +9,769 | New | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | New | 9,762 | 483 | 0.01% | — | 318 | +9,762 | New | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,622 | 476 | 0.02% | 0.02% | 320 | +62 | 0.65% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,335 | 462 | 0.01% | 0.06% | 321 | -27,316 | -74.53% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,339 | 462 | 0.0% | — | 322 | +9,339 | New | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 9,307 | 460 | 0.05% | 0.05% | 323 | +108 | 1.17% | Q1 2026 | Apr 20, 2026 |
| JT Stratford LLC | History | Reduced | 9,187 | 454 | 0.06% | 0.06% | 324 | -540 | -5.55% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,098 | 450 | 0.02% | 0.02% | 325 | +2,283 | 33.5% | Q1 2026 | Apr 23, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 8,936 | 442 | 0.12% | 0.14% | 326 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,803 | 435 | 0.0% | 0.0% | 327 | +726 | 8.99% | Q1 2026 | May 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 8,490 | 420 | 0.09% | 0.08% | 328 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 8,400 | 415 | 0.03% | — | 329 | +8,400 | New | Q1 2026 | May 06, 2026 |
| KWB Wealth | History | Reduced | 8,340 | 413 | 0.04% | 0.04% | 330 | -34 | -0.41% | Q1 2026 | Apr 08, 2026 |
| Applied Capital LLC | History | Reduced | 8,256 | 408 | 0.15% | 0.19% | 331 | -1,458 | -15.01% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 8,229 | 407 | 0.04% | 0.04% | 332 | +226 | 2.82% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | New | 8,122 | 402 | 0.01% | — | 334 | +8,122 | New | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,124 | 402 | 0.01% | 0.01% | 333 | +268 | 3.41% | Q1 2026 | Apr 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,121 | 401 | 0.01% | 0.03% | 335 | -6,922 | -46.01% | Q1 2026 | May 07, 2026 |
| Everest Financial Group LLC | History | Added to | 8,116 | 401 | 0.07% | 0.05% | 337 | +3,324 | 69.37% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,110 | 401 | 0.08% | 0.09% | 336 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,067 | 399 | 0.0% | 0.0% | 338 | +1,342 | 19.96% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,994 | 395 | 0.0% | 0.0% | 339 | +92 | 1.16% | Q1 2026 | May 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 7,941 | 393 | 0.18% | 0.11% | 340 | +91 | 1.16% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,502 | 371 | 0.0% | — | 341 | +7,502 | New | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 7,425 | 367 | 0.02% | 0.02% | 342 | +106 | 1.45% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group | History | Added to | 7,201 | 356 | 0.02% | 0.02% | 343 | +1,582 | 28.15% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 7,028 | 347 | 0.01% | 0.0% | 344 | +2,134 | 43.6% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,892 | 341 | 0.01% | 0.0% | 345 | +6,869 | 29865.22% | Q1 2026 | Apr 07, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 6,807 | 336 | 0.24% | 0.21% | 346 | -8 | -0.12% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | New | 6,671 | 330 | 0.02% | — | 347 | +6,671 | New | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 6,649 | 329 | 0.12% | 0.12% | 348 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,547 | 324 | 0.04% | 0.08% | 349 | -8,036 | -55.11% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Reduced | 6,494 | 321 | 0.01% | 0.07% | 350 | -18,115 | -73.61% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 6,453 | 319 | 0.07% | 0.06% | 351 | +1,533 | 31.16% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 6,271 | 310 | 0.0% | 0.0% | 352 | +2,069 | 49.24% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 6,218 | 307 | 0.15% | 0.37% | 353 | -9,462 | -60.34% | Q1 2026 | May 07, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 6,165 | 305 | 0.09% | 0.1% | 354 | -80 | -1.28% | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,140 | 303 | 0.09% | 0.1% | 355 | -609 | -9.02% | Q1 2026 | May 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 6,085 | 301 | 0.02% | 0.02% | 356 | +43 | 0.71% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,005 | 297 | 0.07% | 0.02% | 357 | +4,505 | 300.33% | Q1 2026 | May 06, 2026 |
| Mann Financial Group, Inc. | History | No change | 6,000 | 297 | 0.28% | 0.29% | 358 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | New | 5,940 | 294 | 0.02% | — | 359 | +5,940 | New | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,880 | 291 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 5,860 | 290 | 0.13% | 0.13% | 361 | +25 | 0.43% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,761 | 285 | 0.01% | — | 362 | +5,761 | New | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,754 | 284 | 0.07% | — | 363 | +5,754 | New | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 5,629 | 278 | 0.03% | 0.03% | 364 | +9 | 0.16% | Q1 2026 | Apr 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 5,479 | 271 | 0.11% | 0.13% | 365 | -411 | -6.98% | Q1 2026 | May 11, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 5,486 | 271 | 0.06% | 0.05% | 366 | -280 | -4.86% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 5,374 | 266 | 0.02% | 0.02% | 367 | -270 | -4.78% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,355 | 265 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 5,350 | 264 | 0.04% | 0.03% | 369 | +500 | 10.31% | Q1 2026 | Apr 24, 2026 |
| WNY Asset Management, LLC | History | New | 5,320 | 263 | 0.03% | — | 370 | +5,320 | New | Q1 2026 | May 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,255 | 260 | 0.06% | 0.06% | 371 | -4 | -0.08% | Q1 2026 | May 13, 2026 |
| Richmond Investment Services, LLC | History | New | 5,200 | 257 | 0.04% | — | 372 | +5,200 | New | Q1 2026 | Apr 29, 2026 |
| Ted Buchan & Co | History | Added to | 5,142 | 254 | 0.09% | 0.08% | 373 | +478 | 10.25% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | New | 5,106 | 252 | 0.01% | — | 375 | +5,106 | New | Q1 2026 | Apr 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,101 | 252 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | New | 5,011 | 248 | 0.01% | — | 376 | +5,011 | New | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 4,922 | 243 | 0.03% | 0.03% | 377 | +27 | 0.55% | Q1 2026 | May 08, 2026 |
| Prospect Financial Group LLC | History | New | 4,902 | 242 | 0.22% | — | 378 | +4,902 | New | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,750 | 235 | 0.0% | 0.01% | 379 | -12,666 | -72.73% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 4,654 | 230 | 0.21% | 0.28% | 380 | +880 | 23.32% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,351 | 215 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 4,320 | 214 | 0.07% | — | 382 | +4,320 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | No change | 4,315 | 213 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 4,223 | 209 | 0.04% | — | 384 | +4,223 | New | Q1 2026 | May 11, 2026 |
| Elequin Capital, LP | History | Added to | 3,306 | 165 | 0.01% | 0.01% | 385 | +1,006 | 43.74% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,236 | 160 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 2,086 | 103 | 0.03% | — | 387 | +2,086 | New | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,822 | 90 | 0.03% | — | 388 | +1,822 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | New | 1,800 | 89 | 0.0% | — | 389 | +1,800 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | New | 1,758 | 87 | 0.0% | — | 390 | +1,758 | New | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,629 | 80 | 0.02% | — | 393 | +1,629 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,629 | 80 | 0.02% | 0.01% | 392 | +975 | 149.08% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,621 | 80 | 0.0% | 0.0% | 391 | +620 | 61.94% | Q1 2026 | Apr 20, 2026 |
| ALERUS FINANCIAL NA | History | New | 1,542 | 76 | 0.0% | — | 394 | +1,542 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 1,448 | 71 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,396 | 69 | 0.03% | 0.02% | 396 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,280 | 63 | 0.05% | — | 397 | +1,280 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,272 | 62 | 0.0% | 0.0% | 398 | -126 | -9.01% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,131 | 55 | 0.04% | — | 399 | +1,131 | New | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,079 | 53 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arkos Global Advisors | History | New | 1,021 | 51 | 0.01% | — | 401 | +1,021 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 915 | 45 | 0.0% | 0.0% | 402 | +201 | 28.15% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 818 | 40 | 0.01% | 0.02% | 403 | -272 | -24.95% | Q1 2026 | Apr 22, 2026 |
| Hara Capital LLC | History | No change | 734 | 36 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | No change | 700 | 35 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 650 | 32 | 0.0% | 0.0% | 406 | +350 | 116.67% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 600 | 29 | 0.0% | — | 407 | +600 | New | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 509 | 25 | 0.01% | — | 410 | +509 | New | Q1 2026 | Jun 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 505 | 25 | 0.01% | — | 409 | +505 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 524 | 25 | 0.0% | 0.0% | 408 | +78 | 17.49% | Q1 2026 | Jun 02, 2026 |
| Anchor Investment Management, LLC | History | New | 502 | 24 | 0.0% | — | 411 | +502 | New | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | New | 500 | 24 | 0.01% | — | 412 | +500 | New | Q1 2026 | Apr 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 450 | 22 | 0.01% | 0.01% | 413 | -200 | -30.77% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 461 | 22 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | New | 384 | 19 | 0.0% | — | 415 | +384 | New | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 345 | 17 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 329 | 16 | 0.0% | 0.0% | 417 | -863 | -72.4% | Q1 2026 | May 15, 2026 |
| BARD ASSOCIATES INC | History | New | 325 | 16 | 0.0% | — | 418 | +325 | New | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 311 | 15 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 317 | 15 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 14 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 300 | 14 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MTM Investment Management, LLC | History | New | 275 | 13 | 0.0% | — | 424 | +275 | New | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | No change | 272 | 13 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 251 | 12 | 0.0% | — | 427 | +251 | New | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 250 | 12 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 260 | 12 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 241 | 11 | 0.0% | 0.0% | 428 | +180 | 295.08% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 242 | 11 | 0.0% | 0.0% | 430 | -15 | -5.84% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Copia Wealth Management | History | No change | 188 | 9 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 132 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 112 | 5 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 100 | 4 | 0.0% | 0.01% | 437 | -543 | -84.45% | Q1 2026 | Apr 14, 2026 |
| Navigoe, LLC | History | New | 99 | 4 | 0.0% | — | 440 | +99 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 84 | 4 | 0.0% | 0.0% | 438 | +11 | 15.07% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | New | 70 | 3 | 0.0% | — | 441 | +70 | New | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 41 | 2 | 0.0% | 0.0% | 444 | -523 | -92.73% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 43 | 2 | 0.0% | — | 446 | +43 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 41 | 2 | 0.0% | — | 447 | +41 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 43 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -175,757 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -164,235 | -100.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.11% | — | -89,439 | -100.0% | Q1 2026 | May 15, 2026 |
| Midwest Financial Network, LLC | History | Closed out | 0 | 0 | — | 2.84% | — | -74,205 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.41% | — | -34,790 | -100.0% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -27,924 | -100.0% | Q1 2026 | May 05, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,577 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,557 | -100.0% | Q1 2026 | May 06, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -12,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,445 | -100.0% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,846 | -100.0% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,043 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,661 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GSG Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,050 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,571 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,531 | -100.0% | Q1 2026 | Apr 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.12% | — | -4,100 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,663 | -100.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -3,339 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,132 | -100.0% | Q1 2026 | May 11, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -545 | -100.0% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -503 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1 | 0 | — | 0.0% | — | -238 | -99.58% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |