NEOS ETF Trust - QQQI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,164,355 | 107,546 | 0.03% | 0.03% | 1 | +241,876 | 12.58% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,178,597 | 58,564 | 0.01% | 0.01% | 2 | +271,897 | 29.99% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,021,805 | 50,773 | 0.0% | 0.0% | 3 | +605,012 | 145.16% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 947,238 | 47,068 | 0.01% | 0.0% | 4 | +776,901 | 456.1% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 700,000 | 34,783 | 0.82% | — | 5 | +700,000 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 655,079 | 32,551 | 0.01% | 0.01% | 6 | +64,629 | 10.95% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 553,773 | 27,516 | 0.2% | 0.22% | 7 | +48,211 | 9.54% | Q1 2026 | Apr 15, 2026 |
| Second Half Financial Partners, LLC | History | No change | 499,503 | 24,820 | 11.17% | 11.94% | 8 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 489,311 | 24,313 | 0.0% | 0.01% | 9 | -214,690 | -30.5% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 446,756 | 22,199 | 0.5% | 0.52% | 10 | +13,356 | 3.08% | Q1 2026 | May 15, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 427,363 | 21,235 | 6.38% | 4.75% | 11 | +137,864 | 47.62% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 372,472 | 18,508 | 1.35% | 0.98% | 12 | +114,065 | 44.14% | Q1 2026 | May 05, 2026 |
| Howard Capital Management Inc. | History | Reduced | 369,499 | 18,360 | 0.3% | 0.42% | 13 | -236,808 | -39.06% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 327,000 | 16,248 | 0.0% | 0.0% | 14 | +214,163 | 189.8% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 323,300 | 16,064 | 0.0% | 0.0% | 15 | +88,495 | 37.69% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 276,358 | 13,732 | 1.04% | 1.09% | 16 | +24,830 | 9.87% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 273,251 | 13,577 | 0.0% | 0.0% | 17 | +268,708 | 5914.77% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 257,478 | 12,794 | 0.21% | 0.19% | 18 | +48,720 | 23.34% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 224,353 | 11,148 | 0.03% | 0.05% | 19 | -147,881 | -39.73% | Q1 2026 | May 04, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 196,731 | 11,115 | 4.88% | 4.8% | 20 | +5,656 | 2.96% | Q1 2026 | May 11, 2026 |
| URS Advisory LLC | History | Added to | 220,475 | 10,955 | 8.01% | 8.54% | 21 | +29,601 | 15.51% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 216,820 | 10,773 | 0.0% | 0.0% | 22 | +24,159 | 12.54% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 207,710 | 10,321 | 0.05% | 0.04% | 23 | +40,329 | 24.09% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 202,743 | 10,074 | 0.13% | 0.12% | 24 | +46,846 | 30.05% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 156,758 | 7,789 | 0.01% | 0.01% | 25 | +29,416 | 23.1% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | New | 155,449 | 7,724 | 0.09% | — | 26 | +155,449 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | New | 153,434 | 7,625 | 1.89% | — | 27 | +153,434 | New | Q1 2026 | May 15, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 140,337 | 7,599 | 4.75% | 2.94% | 28 | +68,993 | 96.7% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 144,807 | 7,195 | 2.63% | 0.48% | 29 | +120,195 | 488.36% | Q1 2026 | May 05, 2026 |
| Estate Planners Group, LLC | History | Added to | 140,902 | 7,001 | 3.36% | 3.19% | 30 | +4,485 | 3.29% | Q1 2026 | May 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 132,975 | 6,607 | 1.11% | 0.25% | 31 | +107,445 | 420.86% | Q1 2026 | Apr 30, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 131,273 | 6,522 | 0.69% | 0.91% | 32 | -36,404 | -21.71% | Q1 2026 | Apr 09, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 119,898 | 6,445 | 1.0% | 1.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 123,716 | 6,147 | 5.29% | 5.04% | 34 | +9,260 | 8.09% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 120,751 | 6,000 | 0.02% | 0.01% | 35 | +19,897 | 19.73% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 118,656 | 5,896 | 0.16% | 0.05% | 36 | +80,668 | 212.35% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 112,925 | 5,611 | 0.26% | 0.19% | 37 | +39,144 | 53.05% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 112,483 | 5,589 | 0.1% | 0.11% | 38 | +7,884 | 7.54% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 108,365 | 5,384 | 0.07% | 0.07% | 39 | +16,582 | 18.07% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 105,703 | 5,252 | 0.06% | 0.05% | 40 | +23,156 | 28.05% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 105,402 | 5,237 | 0.01% | — | 41 | +105,402 | New | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Added to | 103,342 | 5,135 | 1.23% | 0.93% | 42 | +34,565 | 50.26% | Q1 2026 | May 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 101,292 | 5,033 | 2.13% | 2.3% | 43 | -4,520 | -4.27% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 95,407 | 4,740 | 0.02% | 0.01% | 44 | +5,847 | 6.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,095 | 4,675 | 0.01% | 0.01% | 45 | +7,432 | 8.58% | Q1 2026 | Apr 27, 2026 |
| RiverTree Advisors, LLC | History | Added to | 93,270 | 4,634 | 2.93% | 2.75% | 46 | +13,207 | 16.5% | Q1 2026 | Apr 20, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 85,652 | 4,256 | 2.27% | 2.22% | 47 | +12,529 | 17.13% | Q1 2026 | Apr 20, 2026 |
| Eddie Patel Inc | History | Reduced | 84,469 | 4,197 | 3.22% | 4.29% | 48 | -22,336 | -20.91% | Q1 2026 | May 11, 2026 |
| Massar Capital Management, LP | History | New | 83,390 | 4,143 | 0.44% | — | 49 | +83,390 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 80,673 | 4,048 | 0.04% | 0.01% | 50 | +69,081 | 595.94% | Q1 2026 | Apr 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 69,997 | 3,777 | 0.8% | 0.63% | 51 | +16,263 | 30.27% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | New | 75,000 | 3,727 | 0.0% | — | 52 | +75,000 | New | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 72,850 | 3,619 | 0.01% | 0.01% | 53 | +14,600 | 25.06% | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Added to | 68,020 | 3,379 | 1.3% | 0.94% | 54 | +21,980 | 47.74% | Q1 2026 | Apr 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 66,403 | 3,299 | 0.72% | — | 55 | +66,403 | New | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 65,926 | 3,275 | 0.04% | 0.04% | 56 | -174 | -0.26% | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | Added to | 65,462 | 3,252 | 0.53% | 0.52% | 57 | +3,754 | 6.08% | Q1 2026 | May 05, 2026 |
| FSA Advisors, Inc. | History | Added to | 60,716 | 3,016 | 1.99% | 2.07% | 58 | +5,306 | 9.58% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 57,796 | 2,872 | 0.22% | 0.15% | 59 | +10,703 | 22.73% | Q1 2026 | May 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 55,401 | 2,752 | 0.09% | 0.01% | 60 | +37,792 | 214.62% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 53,940 | 2,680 | 0.03% | 0.03% | 61 | +1,364 | 2.59% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 51,329 | 2,551 | 0.02% | 0.02% | 62 | +11,844 | 30.0% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 51,214 | 2,544 | 0.03% | 0.02% | 63 | +16,353 | 46.91% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,715 | 2,520 | 0.01% | 0.01% | 64 | -7,253 | -12.51% | Q1 2026 | Apr 30, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 50,215 | 2,495 | 0.06% | — | 65 | +50,215 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 48,332 | 2,401 | 0.09% | 0.07% | 66 | +13,485 | 38.7% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 45,152 | 2,259 | 0.12% | 0.09% | 67 | +7,214 | 19.02% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,098 | 2,240 | 0.0% | 0.0% | 68 | +31,022 | 220.39% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 44,509 | 2,211 | 0.02% | 0.02% | 69 | +7,550 | 20.43% | Q1 2026 | Apr 20, 2026 |
| Virtue Capital Management, LLC | History | Added to | 43,270 | 2,082 | 0.32% | 0.25% | 70 | +13,433 | 45.02% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 41,810 | 2,077 | 0.0% | 0.0% | 71 | -992 | -2.32% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 41,301 | 2,052 | 0.23% | 0.19% | 72 | +8,576 | 26.21% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 40,393 | 2,007 | 0.07% | 0.07% | 73 | +3,974 | 10.91% | Q1 2026 | Apr 20, 2026 |
| Kaizen Financial Strategies | History | Added to | 36,751 | 1,965 | 0.83% | 0.82% | 74 | +2,044 | 5.89% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 39,256 | 1,950 | 0.34% | 0.13% | 75 | +25,919 | 194.34% | Q1 2026 | May 12, 2026 |
| NORDEN GROUP LLC | History | Added to | 38,984 | 1,937 | 0.19% | 0.07% | 76 | +25,525 | 189.65% | Q1 2026 | Apr 15, 2026 |
| SteelPeak Wealth, LLC | History | New | 38,947 | 1,935 | 0.06% | — | 77 | +38,947 | New | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | New | 38,548 | 1,915 | 0.09% | — | 78 | +38,548 | New | Q1 2026 | May 05, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 38,368 | 1,906 | 1.23% | 1.59% | 79 | -7,710 | -16.73% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 37,530 | 1,864 | 0.0% | 0.0% | 80 | +6,843 | 22.3% | Q1 2026 | May 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 37,321 | 1,854 | 0.41% | 0.32% | 81 | +10,323 | 38.24% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 33,191 | 1,787 | 0.03% | 0.04% | 82 | +15,959 | 92.61% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 35,342 | 1,756 | 0.04% | 0.05% | 83 | +3,213 | 10.0% | Q1 2026 | Apr 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 34,565 | 1,717 | 0.32% | 0.11% | 84 | +23,586 | 214.83% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 34,125 | 1,695 | 0.07% | 0.06% | 85 | +2,704 | 8.61% | Q1 2026 | May 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 31,759 | 1,578 | 0.16% | 0.18% | 86 | -987 | -3.01% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 31,673 | 1,573 | 0.89% | 0.91% | 87 | +1,850 | 6.2% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,723 | 1,526 | 0.01% | 0.03% | 88 | -41,770 | -57.62% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 30,540 | 1,517 | 0.01% | 0.0% | 89 | +25,585 | 516.35% | Q1 2026 | May 13, 2026 |
| Grant Private Wealth Management Inc | History | New | 28,995 | 1,440 | 0.76% | — | 90 | +28,995 | New | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 27,216 | 1,431 | 0.01% | 0.01% | 91 | +10,504 | 62.85% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | New | 28,633 | 1,422 | 0.12% | — | 92 | +28,633 | New | Q1 2026 | May 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 28,271 | 1,404 | 0.38% | 0.48% | 93 | +7,610 | 36.83% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 28,228 | 1,402 | 0.03% | 0.01% | 94 | +21,971 | 351.14% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Added to | 28,224 | 1,402 | 0.4% | 0.43% | 95 | +1,096 | 4.04% | Q1 2026 | Apr 16, 2026 |
| Indivisible Partners | History | New | 27,793 | 1,381 | 0.12% | — | 96 | +27,793 | New | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 25,340 | 1,372 | 0.23% | 0.23% | 97 | +99 | 0.39% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Added to | 27,591 | 1,370 | 0.04% | 0.01% | 98 | +23,649 | 599.92% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,701 | 1,326 | 0.04% | 0.03% | 99 | +12,498 | 88.0% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,666 | 1,325 | 0.01% | 0.01% | 100 | +1,451 | 5.75% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 25,565 | 1,270 | 0.04% | — | 101 | +25,565 | New | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | New | 25,030 | 1,243 | 0.06% | — | 102 | +25,030 | New | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,208 | 1,202 | 0.04% | 0.05% | 103 | -2,121 | -8.06% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 23,839 | 1,184 | 0.0% | 0.0% | 104 | +5,431 | 29.5% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 23,600 | 1,172 | 0.27% | 0.28% | 105 | +1,323 | 5.94% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 23,564 | 1,170 | 0.01% | 0.02% | 106 | +350 | 1.51% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,308 | 1,158 | 0.0% | 0.0% | 107 | +9,616 | 70.23% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 23,095 | 1,147 | 0.01% | 0.03% | 108 | -373 | -1.59% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,731 | 1,129 | 0.01% | 0.01% | 109 | +5,826 | 34.46% | Q1 2026 | Apr 23, 2026 |
| Vann Equity Management LLC | History | New | 22,023 | 1,094 | 0.78% | — | 111 | +22,023 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 22,033 | 1,094 | 0.04% | 0.03% | 110 | +8,048 | 57.55% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 20,457 | 1,016 | 0.0% | — | 112 | +20,457 | New | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | New | 18,677 | 1,016 | 0.07% | — | 113 | +18,677 | New | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 20,285 | 1,007 | 0.03% | 0.03% | 114 | +3,998 | 24.55% | Q1 2026 | Apr 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 19,999 | 1,003 | 0.05% | 0.03% | 115 | +7,633 | 61.73% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Reduced | 19,742 | 980 | 0.05% | 0.05% | 116 | -3,137 | -13.71% | Q1 2026 | May 14, 2026 |
| PMG Family Office LLC | History | Added to | 19,649 | 976 | 1.09% | 0.58% | 117 | +10,283 | 109.79% | Q1 2026 | Apr 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 19,171 | 952 | 0.44% | 0.31% | 118 | +6,082 | 46.47% | Q1 2026 | Apr 27, 2026 |
| Gainplan LLC | History | Reduced | 19,108 | 949 | 0.71% | 0.53% | 119 | -7,289 | -27.61% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,827 | 935 | 0.0% | 0.0% | 120 | +6,639 | 54.47% | Q1 2026 | May 08, 2026 |
| Oasis Advisors, LLC | History | Added to | 22,405 | 921 | 0.18% | 0.52% | 121 | +4,351 | 24.1% | Q1 2026 | May 04, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 18,179 | 903 | 0.51% | — | 122 | +18,179 | New | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 18,113 | 900 | 0.01% | 0.01% | 123 | +7,493 | 70.56% | Q1 2026 | Apr 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 17,710 | 879 | 0.23% | 0.22% | 124 | +3,096 | 21.19% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 17,599 | 874 | 0.03% | 0.0% | 125 | +16,913 | 2465.45% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 16,800 | 871 | 0.13% | 0.03% | 126 | +12,972 | 338.87% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,395 | 864 | 0.0% | 0.01% | 127 | +728 | 4.37% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,228 | 856 | 0.03% | 0.03% | 128 | +12,946 | 302.34% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 16,855 | 837 | 0.0% | — | 129 | +16,855 | New | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 16,631 | 826 | 0.86% | — | 130 | +16,631 | New | Q1 2026 | Apr 23, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 16,086 | 799 | 0.29% | 0.13% | 131 | +9,740 | 153.48% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,800 | 785 | 0.0% | 0.0% | 132 | +5,989 | 61.04% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,733 | 781 | 0.05% | 0.04% | 133 | +464 | 3.04% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 15,291 | 759 | 0.03% | 0.04% | 134 | -3,396 | -18.17% | Q1 2026 | May 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 15,015 | 746 | 0.07% | 0.05% | 135 | +5,555 | 58.72% | Q1 2026 | May 14, 2026 |
| BG Investment Services, LLC | History | Added to | 14,992 | 744 | 0.62% | 0.56% | 136 | +3,239 | 27.56% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Added to | 14,806 | 736 | 0.0% | 0.0% | 137 | +6,358 | 75.26% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,801 | 735 | 0.01% | 0.0% | 138 | +8,975 | 154.05% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | No change | 14,580 | 724 | 0.05% | 0.06% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,488 | 719 | 0.0% | 0.0% | 140 | +2,664 | 22.53% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 14,112 | 701 | 0.02% | 0.01% | 141 | +4,862 | 52.56% | Q1 2026 | May 04, 2026 |
| October Effect Ltd | History | Added to | 13,949 | 693 | 0.8% | 0.82% | 142 | +169 | 1.23% | Q1 2026 | Apr 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 13,794 | 685 | 0.07% | 0.08% | 143 | -1,165 | -7.79% | Q1 2026 | Apr 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 13,111 | 651 | 0.12% | 0.11% | 144 | +1,781 | 15.72% | Q1 2026 | May 12, 2026 |
| McKinney Capital Management, LLC | History | New | 13,070 | 649 | 0.56% | — | 145 | +13,070 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,045 | 648 | 0.0% | 0.0% | 146 | +8,075 | 162.47% | Q1 2026 | May 05, 2026 |
| ENTREWEALTH, LLC | History | New | 13,000 | 645 | 0.29% | — | 147 | +13,000 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,764 | 640 | 0.04% | 0.03% | 148 | +4,665 | 57.6% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 12,862 | 639 | 0.04% | 0.03% | 149 | +4,806 | 59.66% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,623 | 627 | 0.01% | 0.01% | 150 | +50 | 0.4% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,559 | 624 | 0.03% | 0.02% | 151 | +3,616 | 40.43% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,531 | 622 | 0.0% | 0.0% | 152 | -3,809 | -23.31% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 12,463 | 619 | 0.0% | — | 153 | +12,463 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 12,456 | 618 | 0.0% | 0.0% | 154 | +465 | 3.88% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,256 | 609 | 0.15% | — | 155 | +12,256 | New | Q1 2026 | May 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 11,244 | 604 | 0.78% | 0.78% | 156 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,651 | 578 | 0.06% | 0.03% | 157 | +5,825 | 99.98% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 11,609 | 576 | 0.01% | — | 159 | +11,609 | New | Q1 2026 | May 11, 2026 |
| Alpha Financial Partners LLC | History | Added to | 11,603 | 576 | 0.34% | 0.35% | 158 | +1,039 | 9.84% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 57,498 | 562 | 0.03% | 0.01% | 160 | -9,773 | -14.53% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 11,184 | 555 | 0.0% | 0.0% | 161 | -58,505 | -83.95% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,757 | 534 | 0.01% | 0.01% | 162 | +1,816 | 20.31% | Q1 2026 | May 18, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,685 | 530 | 0.03% | 0.03% | 163 | +2,760 | 34.83% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | New | 10,488 | 521 | 0.03% | — | 164 | +10,488 | New | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,445 | 519 | 0.02% | 0.02% | 165 | +1,039 | 11.05% | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 10,220 | 507 | 0.07% | 0.07% | 166 | +564 | 5.84% | Q1 2026 | Apr 21, 2026 |
| ELCO Management Co., LLC | History | No change | 10,200 | 506 | 0.24% | 0.35% | 167 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | No change | 9,740 | 483 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,985 | 483 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 9,699 | 481 | 0.01% | 0.0% | 170 | +2,135 | 28.23% | Q1 2026 | May 05, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 9,664 | 480 | 0.14% | 0.19% | 171 | -1,935 | -16.68% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 9,654 | 479 | 0.0% | 0.0% | 172 | -437 | -4.33% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Added to | 9,617 | 477 | 0.16% | 0.14% | 173 | +295 | 3.16% | Q1 2026 | Apr 29, 2026 |
| DOVER ADVISORS, LLC | History | No change | 9,465 | 470 | 0.19% | 0.2% | 174 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,160 | 455 | 0.04% | 0.03% | 175 | +2,245 | 32.47% | Q1 2026 | Apr 30, 2026 |
| Rockport Wealth LLC | History | No change | 9,064 | 450 | 0.08% | 0.09% | 176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | New | 8,961 | 445 | 0.01% | — | 177 | +8,961 | New | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 8,856 | 440 | 0.01% | 0.01% | 178 | +2,671 | 43.19% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,200 | 439 | 0.01% | 0.01% | 179 | +1,400 | 20.59% | Q1 2026 | May 04, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 8,802 | 437 | 0.36% | 0.3% | 180 | +2,051 | 30.38% | Q1 2026 | Apr 28, 2026 |
| Quotient Wealth Partners, LLC | History | New | 8,698 | 432 | 0.01% | — | 181 | +8,698 | New | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 7,899 | 425 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,390 | 416 | 0.02% | 0.02% | 183 | +1,815 | 27.6% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,159 | 405 | 0.03% | 0.04% | 184 | +252 | 3.19% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,131 | 404 | 0.0% | 0.0% | 185 | +1,743 | 27.29% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 7,860 | 390 | 0.14% | — | 186 | +7,860 | New | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 7,780 | 374 | 0.02% | 0.01% | 187 | +3,124 | 67.1% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,480 | 371 | 0.01% | 0.01% | 188 | +571 | 8.26% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,277 | 361 | 0.0% | 0.0% | 189 | +262 | 3.73% | Q1 2026 | Apr 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 7,200 | 357 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Harbor Financial Group, LLC | History | New | 7,013 | 348 | 0.06% | — | 191 | +7,013 | New | Q1 2026 | May 05, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 6,978 | 346 | 0.18% | 0.14% | 192 | +10 | 0.14% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | New | 6,901 | 342 | 0.11% | — | 193 | +6,901 | New | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,832 | 339 | 0.01% | 0.01% | 194 | +994 | 17.03% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,430 | 319 | 0.0% | 0.0% | 195 | +5,484 | 579.7% | Q1 2026 | May 01, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 6,395 | 317 | 0.15% | — | 196 | +6,395 | New | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,194 | 311 | 0.0% | 0.0% | 197 | -14,584 | -70.19% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | Added to | 6,215 | 308 | 0.04% | 0.04% | 198 | +106 | 1.74% | Q1 2026 | Apr 10, 2026 |
| Helium Advisors LLC | History | New | 6,170 | 306 | 0.29% | — | 200 | +6,170 | New | Q1 2026 | May 05, 2026 |
| IPG Investment Advisors LLC | History | No change | 6,175 | 306 | 0.05% | 0.06% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 6,121 | 304 | 0.07% | — | 201 | +6,121 | New | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,082 | 302 | 0.01% | 0.01% | 202 | +636 | 11.68% | Q1 2026 | May 01, 2026 |
| Abel Hall, LLC | History | New | 6,000 | 298 | 0.06% | — | 203 | +6,000 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,976 | 296 | 0.02% | 0.02% | 204 | -1,331 | -18.22% | Q1 2026 | Apr 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,844 | 290 | 0.02% | 0.02% | 205 | -23 | -0.39% | Q1 2026 | Apr 10, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 5,802 | 288 | 0.16% | 0.17% | 206 | -298 | -4.89% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 5,778 | 287 | 0.03% | 0.03% | 207 | +112 | 1.98% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 5,612 | 279 | 0.0% | — | 211 | +5,612 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,615 | 279 | 0.01% | 0.0% | 208 | +5,241 | 1401.34% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,632 | 279 | 0.05% | 0.05% | 210 | -350 | -5.85% | Q1 2026 | Apr 16, 2026 |
| 626 Financial, LLC | History | No change | 5,620 | 279 | 0.12% | 0.13% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,566 | 276 | 0.04% | 0.04% | 213 | +458 | 8.97% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | No change | 5,558 | 276 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,529 | 274 | 0.05% | 0.07% | 214 | -1,491 | -21.24% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Added to | 5,477 | 272 | 0.03% | 0.04% | 215 | +142 | 2.66% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Reduced | 5,421 | 269 | 0.0% | 0.0% | 216 | -5,328 | -49.57% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,433 | 269 | 0.01% | 0.0% | 217 | +1,215 | 28.81% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,400 | 268 | 0.0% | 0.0% | 218 | +909 | 20.24% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 5,368 | 266 | 0.01% | 0.01% | 219 | +670 | 14.26% | Q1 2026 | Apr 15, 2026 |
| Nvest Financial, LLC | History | New | 5,297 | 263 | 0.1% | — | 220 | +5,297 | New | Q1 2026 | Apr 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,810 | 257 | 0.32% | 0.34% | 221 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | New | 5,144 | 255 | 0.0% | — | 222 | +5,144 | New | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,110 | 253 | 0.01% | 0.01% | 223 | +500 | 10.85% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,082 | 252 | 0.0% | 0.0% | 224 | +4,112 | 423.92% | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 5,087 | 252 | 0.11% | 0.12% | 225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,975 | 247 | 0.0% | 0.02% | 226 | -19,070 | -79.31% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,899 | 243 | 0.0% | — | 227 | +4,899 | New | Q1 2026 | May 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 4,836 | 240 | 0.18% | — | 228 | +4,836 | New | Q1 2026 | Apr 27, 2026 |
| Palogic Value Management, L.P. | History | New | 4,820 | 239 | 0.1% | — | 229 | +4,820 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,804 | 238 | 0.0% | 0.0% | 230 | +156 | 3.36% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | New | 4,676 | 232 | 0.03% | — | 231 | +4,676 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | New | 4,659 | 231 | 0.0% | — | 232 | +4,659 | New | Q1 2026 | May 05, 2026 |
| Midwest Financial Group LLC | History | Added to | 4,600 | 228 | 0.1% | 0.1% | 233 | +200 | 4.55% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,560 | 226 | 0.02% | 0.02% | 234 | -639 | -12.29% | Q1 2026 | May 12, 2026 |
| Sonoma Allocations LLC | History | Reduced | 4,451 | 224 | 0.08% | 0.08% | 235 | -206 | -4.42% | Q1 2026 | May 19, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,500 | 223 | 0.01% | — | 236 | +4,500 | New | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,373 | 217 | 0.03% | 0.03% | 237 | +500 | 12.91% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | New | 4,300 | 213 | 0.04% | — | 239 | +4,300 | New | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Added to | 4,302 | 213 | 0.28% | 0.24% | 238 | +643 | 17.57% | Q1 2026 | Apr 24, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,238 | 210 | 0.01% | 0.01% | 240 | +500 | 13.38% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 4,210 | 209 | 0.0% | 0.0% | 241 | +20 | 0.48% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 4,186 | 208 | 0.0% | — | 242 | +4,186 | New | Q1 2026 | May 05, 2026 |
| Genesee Capital Advisors, LLC | History | New | 4,164 | 206 | 0.09% | — | 243 | +4,164 | New | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 4,069 | 202 | 0.1% | 0.11% | 244 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 3,909 | 194 | 0.0% | 0.0% | 245 | +919 | 30.74% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,818 | 189 | 0.01% | 0.01% | 246 | +111 | 2.99% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 3,709 | 184 | 0.01% | 0.0% | 247 | +2,188 | 143.85% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,576 | 177 | 0.01% | 0.01% | 248 | +1,052 | 41.68% | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,525 | 175 | 0.04% | 0.05% | 249 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 3,103 | 154 | 0.0% | 0.0% | 250 | +1,234 | 66.02% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,093 | 153 | 0.0% | 0.0% | 251 | +1,745 | 129.45% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,696 | 133 | 0.01% | 0.01% | 252 | -1,518 | -36.02% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,360 | 117 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,302 | 114 | 0.0% | — | 254 | +2,302 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,043 | 111 | 0.0% | 0.0% | 255 | -7,599 | -12.53% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | New | 2,024 | 100 | 0.02% | — | 257 | +2,024 | New | Q1 2026 | Apr 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,015 | 100 | 0.0% | 0.0% | 256 | +732 | 57.05% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 2,000 | 99 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,889 | 93 | 0.0% | — | 259 | +1,889 | New | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,856 | 92 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,827 | 90 | 0.03% | 0.04% | 261 | -223 | -10.88% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,623 | 80 | 0.0% | 0.0% | 262 | +643 | 65.61% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | New | 1,247 | 61 | 0.01% | — | 263 | +1,247 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 1,213 | 60 | 0.0% | 0.0% | 264 | +1 | 0.08% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,150 | 57 | 0.0% | 0.0% | 265 | +450 | 64.29% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,025 | 50 | 0.0% | — | 266 | +1,025 | New | Q1 2026 | Apr 29, 2026 |
| Activest Wealth Management | History | New | 1,016 | 50 | 0.01% | — | 267 | +1,016 | New | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 839 | 41 | 0.0% | 0.0% | 268 | -2,585 | -75.5% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 604 | 30 | 0.0% | 0.0% | 269 | +21 | 3.6% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 568 | 28 | 0.0% | — | 272 | +568 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 580 | 28 | 0.0% | 0.0% | 270 | -451 | -43.74% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 569 | 28 | 0.0% | 0.0% | 271 | -140 | -19.75% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Added to | 561 | 27 | 0.01% | 0.0% | 275 | +487 | 658.11% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 547 | 27 | 0.0% | 0.0% | 274 | +29 | 5.6% | Q1 2026 | May 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 553 | 27 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 530 | 26 | 0.0% | 0.0% | 276 | +105 | 24.71% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 476 | 23 | 0.0% | — | 277 | +476 | New | Q1 2026 | May 19, 2026 |
| N.E.W. Advisory Services LLC | History | New | 420 | 20 | 0.0% | — | 278 | +420 | New | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 400 | 19 | 0.0% | — | 279 | +400 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 347 | 17 | 0.0% | — | 280 | +347 | New | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 337 | 16 | 0.0% | 0.0% | 281 | +256 | 316.05% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 331 | 16 | 0.0% | 0.0% | 282 | +31 | 10.33% | Q1 2026 | Apr 16, 2026 |
| RMG Wealth Management LLC | History | New | 250 | 14 | 0.0% | — | 283 | +250 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 264 | 13 | 0.0% | — | 284 | +259 | 5180.0% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 242 | 12 | 0.0% | 0.0% | 285 | -1,742 | -87.8% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 206 | 10 | 0.0% | 0.0% | 286 | +7 | 3.52% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 9 | 0.01% | — | 289 | +200 | New | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 190 | 9 | 0.0% | — | 288 | +190 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 173 | 9 | 0.0% | 0.0% | 287 | -183 | -51.4% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 167 | 8 | 0.0% | 0.0% | 291 | +126 | 307.32% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 175 | 8 | 0.0% | 0.0% | 290 | +8 | 4.79% | Q1 2026 | Apr 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 145 | 7 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ares Financial Consulting, LLC | History | New | 102 | 5 | 0.0% | — | 293 | +102 | New | Q1 2026 | Apr 02, 2026 |
| IFS Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 55 | 3 | 0.0% | — | 295 | +52 | 1733.33% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | No change | 46 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 33 | 1 | 0.0% | 0.0% | 297 | -8 | -19.51% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 24 | 1 | 0.0% | 0.0% | 298 | +5 | 26.32% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -67,942 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -49,191 | -100.0% | Q1 2026 | May 04, 2026 |