ETF Series Solutions - QTUM
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 | 1,129,797 | 121,227 | 0.03% | 0.03% | 1 | +71,873 | 6.79% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 784,695 | 84,197 | 0.01% | 0.01% | 2 | +52,512 | 7.17% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 311,238 | 36,147 | 4.57% | 5.46% | 3 | -59,913 | -16.14% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 267,050 | 28,654 | 0.01% | 0.0% | 4 | +118,274 | 79.5% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 231,650 | 24,856 | 0.01% | 0.01% | 5 | +41,426 | 21.78% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 230,303 | 24,711 | 0.0% | 0.0% | 6 | +108,603 | 89.24% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 218,533 | 23,448 | 0.01% | 0.02% | 7 | -5,197 | -2.32% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 214,076 | 22,970 | 0.05% | 0.04% | 8 | +29,095 | 15.73% | Q1 2026 | May 06, 2026 |
| Gradient Investments LLC | History | Added to | 194,197 | 20,837 | 0.32% | 0.33% | 9 | +5,188 | 2.74% | Q1 2026 | Apr 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 181,000 | 19,421 | 0.06% | 0.06% | 10 | +22,800 | 14.41% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 176,706 | 18,964 | 0.03% | 0.03% | 11 | -13,575 | -7.13% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 170,043 | 18,245 | 0.09% | 0.1% | 12 | +11,161 | 7.02% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 156,921 | 16,841 | 0.02% | 0.02% | 13 | +1,550 | 1.0% | Q1 2026 | May 12, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 145,239 | 15,584 | 2.26% | 2.16% | 14 | +5,386 | 3.85% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 144,299 | 15,483 | 0.04% | 0.05% | 15 | -20,153 | -12.25% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 140,286 | 15,052 | 0.02% | 0.02% | 16 | -31,892 | -18.52% | Q1 2026 | May 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 137,219 | 14,723 | 3.22% | 3.68% | 17 | -19,968 | -12.7% | Q1 2026 | Apr 14, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 106,351 | 14,209 | 3.03% | — | 18 | +106,351 | New | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,459 | 11,744 | 0.0% | 0.0% | 19 | +34,885 | 46.78% | Q1 2026 | May 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 108,246 | 11,614 | 1.01% | 0.96% | 20 | +4,176 | 4.01% | Q1 2026 | Apr 15, 2026 |
| BFI Infinity Ltd. | History | New | 103,726 | 11,129 | 6.24% | — | 21 | +103,726 | New | Q1 2026 | Apr 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 102,859 | 11,036 | 0.81% | 0.84% | 22 | -721 | -0.7% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 99,651 | 10,692 | 2.23% | 0.71% | 23 | +70,302 | 239.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 98,478 | 10,566 | 0.0% | 0.0% | 24 | +30,075 | 43.97% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 90,370 | 9,696 | 0.18% | 0.17% | 25 | +10,179 | 12.69% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 83,024 | 8,908 | 0.01% | 0.02% | 26 | -36,783 | -30.7% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 79,915 | 8,576 | 0.01% | 0.01% | 27 | +11,176 | 16.26% | Q1 2026 | May 05, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 64,071 | 8,450 | 3.56% | 3.35% | 28 | -1,175 | -1.8% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 75,370 | 8,265 | 0.05% | 0.05% | 29 | +8,423 | 12.58% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 71,454 | 7,667 | 0.89% | 0.95% | 30 | +1,889 | 2.72% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 63,037 | 6,763 | 0.01% | 0.01% | 31 | -9,173 | -12.7% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 60,937 | 6,538 | 0.29% | 0.3% | 32 | +3,820 | 6.69% | Q1 2026 | Apr 28, 2026 |
| Paller Financial Services Inc | History | Reduced | 59,205 | 6,352 | 5.25% | 5.33% | 33 | -1,433 | -2.36% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 58,569 | 6,284 | 0.0% | 0.0% | 34 | -13,631 | -18.88% | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Added to | 58,122 | 6,236 | 3.0% | 2.69% | 35 | +1,571 | 2.78% | Q1 2026 | May 11, 2026 |
| VVR Holdings LLC | History | Added to | 54,274 | 5,823 | 3.01% | 2.86% | 36 | +4,081 | 8.13% | Q1 2026 | Apr 16, 2026 |
| Nvest Financial, LLC | History | Added to | 53,924 | 5,786 | 2.16% | 2.36% | 37 | +2,184 | 4.22% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 51,177 | 5,751 | 0.89% | 0.89% | 38 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,496 | 5,526 | 0.01% | 0.01% | 39 | +1,342 | 2.68% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,576 | 5,426 | 0.02% | 0.01% | 40 | +3,832 | 8.2% | Q1 2026 | May 04, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 45,408 | 4,979 | 2.9% | 2.9% | 41 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 46,372 | 4,975 | 0.55% | 0.54% | 42 | -116 | -0.25% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 45,632 | 4,896 | 0.15% | — | 43 | +45,632 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,426 | 4,717 | 0.02% | 0.02% | 44 | +92 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 35,288 | 3,786 | 0.0% | 0.0% | 46 | +1,815 | 5.42% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,293 | 3,786 | 0.08% | 0.08% | 45 | +962 | 2.8% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 35,205 | 3,777 | 1.36% | 1.33% | 47 | +816 | 2.37% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 34,364 | 3,687 | 0.03% | 0.01% | 48 | +26,252 | 323.62% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 34,294 | 3,679 | 0.42% | 0.33% | 49 | +8,039 | 30.62% | Q1 2026 | Apr 10, 2026 |
| Procyon Advisors, LLC | History | Added to | 33,701 | 3,616 | 0.18% | 0.07% | 50 | +21,345 | 172.75% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,466 | 3,590 | 0.01% | 0.0% | 51 | +30,242 | 938.03% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 31,898 | 3,422 | 0.36% | 0.33% | 52 | +2,198 | 7.4% | Q1 2026 | Apr 20, 2026 |
| Sage Capital Management, LLC | History | Added to | 31,866 | 3,419 | 1.61% | 1.61% | 53 | +37 | 0.12% | Q1 2026 | Apr 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 31,148 | 3,342 | 0.14% | 0.12% | 54 | -111 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 31,063 | 3,333 | 0.06% | 0.07% | 55 | +849 | 2.81% | Q1 2026 | Apr 14, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 30,338 | 3,255 | 0.78% | 0.78% | 56 | -106 | -0.35% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,131 | 3,233 | 0.12% | 0.12% | 57 | +6,189 | 25.85% | Q1 2026 | May 19, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,148 | 3,020 | 0.04% | 0.02% | 58 | +16,112 | 133.87% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 28,107 | 3,007 | 0.01% | 0.01% | 59 | +14,293 | 103.47% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,976 | 3,001 | 0.01% | 0.01% | 60 | +6,364 | 29.45% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 27,892 | 2,992 | 0.0% | 0.0% | 61 | +5,267 | 23.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 27,449 | 2,942 | 0.0% | 0.0% | 62 | +11,697 | 74.26% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 25,907 | 2,779 | 0.04% | 0.03% | 63 | +4,741 | 22.4% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 25,691 | 2,756 | 1.79% | 1.73% | 64 | +2,644 | 11.47% | Q1 2026 | Apr 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 24,382 | 2,616 | 0.82% | 0.79% | 65 | +801 | 3.4% | Q1 2026 | May 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 24,304 | 2,607 | 0.04% | 0.04% | 66 | -1,128 | -4.44% | Q1 2026 | May 13, 2026 |
| Great Diamond Partners, LLC | History | New | 24,173 | 2,593 | 0.5% | — | 67 | +24,173 | New | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 23,351 | 2,505 | 0.0% | 0.0% | 68 | -8,206 | -26.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 22,844 | 2,451 | 0.0% | 0.0% | 69 | +4,916 | 27.42% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 22,483 | 2,412 | 0.04% | — | 70 | +22,483 | New | Q1 2026 | May 15, 2026 |
| Buska Wealth Management, LLC | History | Added to | 22,254 | 2,387 | 0.96% | 0.45% | 71 | +11,224 | 101.76% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | Added to | 22,212 | 2,383 | 1.19% | 1.16% | 72 | +854 | 4.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,184 | 2,380 | 0.02% | 0.01% | 73 | +17,666 | 391.01% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 21,980 | 2,358 | 0.13% | 0.13% | 74 | -4,346 | -16.51% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 21,429 | 2,299 | 0.0% | 0.0% | 75 | +4,137 | 23.92% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Added to | 19,393 | 2,136 | 0.74% | 0.48% | 76 | +6,909 | 55.34% | Q1 2026 | May 19, 2026 |
| World Investment Advisors | History | Reduced | 19,614 | 2,104 | 0.03% | 0.04% | 77 | -1,059 | -5.12% | Q1 2026 | Apr 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 18,899 | 2,027 | 1.36% | 1.41% | 78 | +376 | 2.03% | Q1 2026 | Apr 14, 2026 |
| Bravera Wealth | History | Added to | 18,778 | 2,014 | 0.91% | 0.96% | 79 | +1,337 | 7.67% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 18,728 | 2,009 | 1.29% | 1.28% | 80 | +193 | 1.04% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18,246 | 1,957 | 0.05% | 0.06% | 81 | -2,925 | -13.82% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,836 | 1,913 | 0.02% | 0.02% | 82 | +4 | 0.02% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | New | 17,300 | 1,856 | 0.21% | — | 83 | +17,300 | New | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Added to | 16,948 | 1,818 | 0.08% | 0.07% | 84 | +2,831 | 20.05% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | Reduced | 16,826 | 1,805 | 0.02% | 0.11% | 85 | -77,802 | -82.22% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 16,683 | 1,790 | 0.14% | 0.11% | 86 | +3,260 | 24.29% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 13,251 | 1,776 | 0.29% | 0.26% | 87 | +78 | 0.59% | Q1 2026 | May 08, 2026 |
| Everest Financial Group LLC | History | New | 16,330 | 1,752 | 0.29% | — | 88 | +16,330 | New | Q1 2026 | May 15, 2026 |
| Integras Partners LLC | History | Reduced | 15,864 | 1,702 | 1.12% | 1.45% | 89 | -496 | -3.03% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,272 | 1,638 | 0.0% | 0.0% | 90 | +1,679 | 12.35% | Q1 2026 | May 14, 2026 |
| Yarbrough Capital, LLC | History | No change | 15,069 | 1,616 | 0.06% | 0.05% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,869 | 1,488 | 0.06% | — | 92 | +13,869 | New | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 10,318 | 1,485 | 0.04% | 0.05% | 93 | +231 | 2.29% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 13,257 | 1,422 | 0.0% | — | 94 | +13,257 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,920 | 1,386 | 0.0% | 0.0% | 95 | +7,330 | 131.13% | Q1 2026 | Apr 27, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 12,744 | 1,367 | 0.37% | 0.21% | 96 | +5,144 | 67.68% | Q1 2026 | Apr 28, 2026 |
| Bramshill Investments, LLC | History | Added to | 12,500 | 1,341 | 0.12% | 0.03% | 97 | +7,000 | 127.27% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,170 | 1,338 | 0.0% | 0.0% | 98 | +1,735 | 16.63% | Q1 2026 | Apr 08, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 12,271 | 1,316 | 1.07% | 1.07% | 99 | +15 | 0.12% | Q1 2026 | May 13, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 11,985 | 1,285 | 1.1% | 0.92% | 100 | +1,202 | 11.15% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 10,980 | 1,281 | 0.15% | 0.12% | 101 | +2,692 | 32.48% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 11,672 | 1,252 | 0.0% | 0.0% | 102 | -27,678 | -70.34% | Q1 2026 | May 05, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 11,598 | 1,244 | 0.45% | 0.44% | 103 | +844 | 7.85% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,472 | 1,231 | 0.24% | 0.25% | 104 | +245 | 2.18% | Q1 2026 | May 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 9,558 | 1,229 | 0.32% | 0.31% | 105 | -393 | -3.95% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,427 | 1,226 | 0.06% | 0.06% | 106 | +945 | 9.02% | Q1 2026 | Apr 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 11,132 | 1,194 | 0.21% | 0.21% | 107 | +49 | 0.44% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,021 | 1,182 | 0.0% | — | 109 | +11,021 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 11,017 | 1,182 | 0.07% | 0.07% | 108 | -222 | -1.98% | Q1 2026 | Apr 30, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 10,965 | 1,176 | 0.44% | 0.48% | 110 | -1,600 | -12.73% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 10,941 | 1,173 | 0.0% | 0.0% | 111 | +4,177 | 61.75% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,885 | 1,167 | 0.02% | 0.02% | 112 | +541 | 5.23% | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,875 | 1,166 | 0.08% | 0.06% | 113 | +2,670 | 32.54% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 10,454 | 1,121 | 0.02% | 0.02% | 114 | +454 | 4.54% | Q1 2026 | May 07, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 10,341 | 1,109 | 0.21% | 0.17% | 115 | +250 | 2.48% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,277 | 1,102 | 0.0% | 0.01% | 116 | -5,928 | -36.58% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 10,246 | 1,099 | 0.03% | 0.03% | 117 | +1,140 | 12.52% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,231 | 1,097 | 0.02% | 0.01% | 118 | +2,001 | 24.31% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 10,159 | 1,090 | 0.4% | 0.35% | 119 | +1,201 | 13.41% | Q1 2026 | May 08, 2026 |
| Kaizen Financial Strategies | History | Added to | 8,666 | 1,084 | 0.46% | 0.41% | 120 | +250 | 2.97% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 10,072 | 1,080 | 0.04% | 0.03% | 121 | +1,502 | 17.53% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,062 | 1,079 | 0.03% | 0.02% | 122 | +1,726 | 20.71% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,871 | 1,059 | 0.04% | 0.0% | 123 | +9,079 | 1146.34% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,813 | 1,052 | 0.02% | 0.03% | 124 | -1,507 | -13.31% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,659 | 1,036 | 0.03% | 0.03% | 125 | +474 | 5.16% | Q1 2026 | Apr 07, 2026 |
| James J. Burns & Company, LLC | History | Added to | 9,607 | 1,030 | 0.14% | 0.13% | 126 | +798 | 9.06% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,533 | 1,023 | 0.01% | 0.01% | 127 | +2,180 | 29.65% | Q1 2026 | Apr 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 9,293 | 997 | 0.28% | 0.22% | 128 | +2,273 | 32.38% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 9,237 | 991 | 0.24% | — | 129 | +9,237 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,158 | 982 | 0.0% | 0.0% | 130 | +1,570 | 20.69% | Q1 2026 | May 15, 2026 |
| Fosun International Ltd | History | New | 9,116 | 978 | 0.25% | — | 131 | +9,116 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,098 | 976 | 0.02% | 0.01% | 132 | +4,325 | 90.61% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,092 | 975 | 0.04% | 0.04% | 133 | -85 | -0.93% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,019 | 969 | 0.0% | 0.0% | 134 | +1,391 | 18.24% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 9,017 | 967 | 0.01% | 0.01% | 135 | +2,515 | 38.68% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | Added to | 8,984 | 964 | 0.27% | 0.13% | 136 | +4,440 | 97.71% | Q1 2026 | May 07, 2026 |
| Certified Advisory Corp | History | Added to | 8,847 | 949 | 0.09% | 0.08% | 137 | +679 | 8.31% | Q1 2026 | Apr 17, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 8,802 | 944 | 0.22% | 0.21% | 138 | +700 | 8.64% | Q1 2026 | Apr 23, 2026 |
| WJ Wealth Management, LLC | History | Added to | 8,735 | 937 | 0.44% | 0.42% | 139 | +21 | 0.24% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,368 | 897 | 0.03% | 0.02% | 140 | +478 | 6.06% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,265 | 887 | 0.0% | 0.0% | 141 | +2,375 | 40.32% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 8,262 | 886 | 0.61% | 0.15% | 142 | +6,332 | 328.08% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 8,019 | 860 | 0.1% | 0.07% | 143 | +2,361 | 41.73% | Q1 2026 | Apr 15, 2026 |
| McGuire Investment Group, LLC | History | Added to | 8,013 | 859 | 0.1% | 0.09% | 144 | +443 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,989 | 857 | 0.04% | 0.05% | 146 | -2,532 | -24.07% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,992 | 857 | 0.06% | 0.05% | 145 | +1,740 | 27.83% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 7,959 | 853 | 0.02% | 0.03% | 147 | -1,495 | -15.81% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,803 | 839 | 0.05% | 0.02% | 148 | +4,057 | 147.74% | Q1 2026 | Apr 20, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 7,758 | 832 | 0.09% | 0.08% | 149 | +1,086 | 16.28% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 7,743 | 830 | 0.04% | 0.04% | 150 | +799 | 11.51% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,531 | 823 | 0.01% | 0.01% | 151 | +379 | 5.3% | Q1 2026 | Apr 07, 2026 |
| Signet Private Wealth LLC | History | Added to | 7,571 | 812 | 0.78% | 0.47% | 152 | +3,090 | 68.96% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,526 | 807 | 0.01% | 0.01% | 153 | -434 | -5.45% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,470 | 801 | 0.01% | 0.04% | 154 | -18,008 | -70.68% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 7,446 | 798 | 0.01% | — | 155 | +7,446 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,319 | 785 | 0.0% | 0.0% | 156 | +1,889 | 34.79% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,146 | 766 | 0.11% | 0.07% | 157 | +3,379 | 89.7% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,024 | 753 | 0.01% | 0.06% | 158 | -66,328 | -90.42% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,966 | 747 | 0.07% | — | 159 | +6,966 | New | Q1 2026 | May 12, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 6,920 | 742 | 0.32% | 0.33% | 160 | +13 | 0.19% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,829 | 732 | 0.01% | 0.01% | 161 | +1,653 | 31.94% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,785 | 728 | 0.04% | 0.04% | 163 | +437 | 6.88% | Q1 2026 | May 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 6,794 | 728 | 0.47% | 0.49% | 162 | +51 | 0.76% | Q1 2026 | May 20, 2026 |
| Cerity Partners LLC | History | Reduced | 6,747 | 723 | 0.0% | 0.0% | 164 | -1,421 | -17.4% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 6,638 | 712 | 0.09% | 0.05% | 165 | +2,511 | 60.84% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 6,464 | 693 | 0.48% | 0.39% | 166 | +1,065 | 19.73% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,137 | 658 | 0.0% | 0.0% | 167 | +1,199 | 24.28% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,125 | 657 | 0.05% | 0.05% | 168 | +51 | 0.84% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,969 | 640 | 0.01% | 0.0% | 169 | +2,588 | 76.55% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,941 | 637 | 0.01% | 0.01% | 170 | +712 | 13.62% | Q1 2026 | Apr 23, 2026 |
| High Point Wealth Management, LLC | History | Added to | 5,943 | 637 | 0.61% | 0.54% | 171 | +697 | 13.29% | Q1 2026 | Apr 08, 2026 |
| Columbus Macro, LLC | History | Added to | 5,916 | 634 | 0.07% | 0.06% | 173 | +760 | 14.74% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,917 | 634 | 0.02% | 0.03% | 172 | -505 | -7.86% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 5,897 | 632 | 0.0% | 0.0% | 174 | +1,169 | 24.73% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 5,882 | 631 | 0.1% | 0.07% | 175 | +1,641 | 38.69% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,877 | 630 | 0.0% | 0.01% | 176 | -10,640 | -64.42% | Q1 2026 | May 13, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 5,700 | 625 | 0.44% | 0.41% | 177 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 5,781 | 620 | 0.0% | 0.0% | 178 | +5,379 | 1338.06% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 5,689 | 610 | 0.02% | 0.02% | 179 | -214 | -3.63% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,644 | 605 | 0.01% | — | 180 | +5,644 | New | Q1 2026 | Apr 20, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 5,562 | 596 | 0.63% | 0.62% | 181 | +392 | 7.58% | Q1 2026 | Apr 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,521 | 592 | 0.0% | 0.0% | 182 | +875 | 18.83% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,469 | 586 | 0.04% | 0.04% | 183 | +529 | 10.71% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,420 | 581 | 0.02% | 0.02% | 184 | +71 | 1.33% | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 5,388 | 578 | 0.28% | 0.15% | 185 | +2,516 | 87.6% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,395 | 578 | 0.01% | 0.01% | 186 | +24 | 0.45% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,281 | 573 | 0.04% | 0.04% | 187 | +433 | 11.25% | Q1 2026 | May 01, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,278 | 566 | 0.07% | 0.03% | 188 | +3,001 | 131.8% | Q1 2026 | Apr 20, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 5,281 | 566 | 0.36% | 0.3% | 189 | +942 | 21.71% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 5,078 | 544 | 0.09% | 0.31% | 190 | -15,887 | -75.78% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 5,040 | 540 | 0.08% | 0.07% | 191 | +689 | 15.84% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Added to | 4,975 | 533 | 0.33% | 0.31% | 192 | +220 | 4.63% | Q1 2026 | Apr 27, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 4,967 | 532 | 0.21% | 0.09% | 193 | +2,731 | 122.14% | Q1 2026 | May 13, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 4,820 | 517 | 0.05% | 0.04% | 194 | +1,035 | 27.34% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 4,712 | 505 | 0.02% | 0.03% | 195 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,577 | 491 | 0.01% | 0.01% | 196 | -271 | -5.59% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 4,553 | 488 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Index Technologies Group LLC | History | Reduced | 4,506 | 483 | 0.53% | 0.52% | 198 | -14 | -0.31% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,716 | 482 | 0.01% | — | 199 | +3,716 | New | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,289 | 460 | 0.0% | 0.0% | 201 | +2,069 | 93.2% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 4,291 | 460 | 0.0% | 0.0% | 200 | +1,070 | 33.22% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,288 | 460 | 0.13% | 0.14% | 202 | -40 | -0.92% | Q1 2026 | Apr 30, 2026 |
| RM Financial Services, LLC | History | Added to | 4,267 | 457 | 0.39% | 0.41% | 203 | +60 | 1.43% | Q1 2026 | May 14, 2026 |
| David J Yvars Group | History | Added to | 4,226 | 453 | 0.25% | 0.22% | 204 | +487 | 13.02% | Q1 2026 | Apr 08, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 4,206 | 451 | 0.32% | 0.35% | 205 | +229 | 5.76% | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,194 | 450 | 0.1% | 0.1% | 206 | +396 | 10.43% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,165 | 446 | 0.02% | 0.02% | 207 | +96 | 2.36% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 4,147 | 445 | 0.06% | 0.05% | 208 | +1,237 | 42.51% | Q1 2026 | May 13, 2026 |
| Elevate Capital Advisors, LLC | History | New | 4,122 | 442 | 0.29% | — | 209 | +4,122 | New | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Added to | 4,113 | 441 | 0.07% | 0.07% | 210 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,095 | 439 | 0.0% | 0.0% | 211 | -732 | -15.16% | Q1 2026 | May 05, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 4,100 | 439 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,078 | 437 | 0.02% | 0.02% | 213 | +366 | 9.86% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 4,068 | 436 | 0.0% | 0.0% | 214 | +227 | 5.91% | Q1 2026 | May 14, 2026 |
| GERBER, LLC | History | Added to | 4,051 | 434 | 0.24% | 0.23% | 215 | +217 | 5.66% | Q1 2026 | Apr 22, 2026 |
| Matisse Capital | History | Reduced | 4,042 | 433 | 0.18% | 0.2% | 216 | -115 | -2.77% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,982 | 427 | 0.0% | 0.0% | 217 | +101 | 2.6% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,942 | 422 | 0.01% | 0.01% | 218 | +95 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,853 | 422 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequent Planning LLC | History | Added to | 3,909 | 419 | 0.1% | 0.1% | 220 | +188 | 5.05% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,810 | 408 | 0.0% | 0.0% | 221 | -629 | -14.17% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 3,798 | 407 | 0.04% | 0.03% | 222 | +1,510 | 66.0% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 3,749 | 402 | 0.0% | — | 224 | +3,749 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,755 | 402 | 0.0% | 0.0% | 223 | -332 | -8.12% | Q1 2026 | May 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 3,740 | 401 | 0.25% | — | 226 | +3,740 | New | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,739 | 401 | 0.01% | 0.01% | 225 | -1,489 | -28.48% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,707 | 397 | 0.02% | 0.01% | 227 | +1,452 | 64.39% | Q1 2026 | Apr 23, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 3,655 | 392 | 0.07% | — | 229 | +3,655 | New | Q1 2026 | Apr 15, 2026 |
| Centerpoint Advisory Group | History | Added to | 3,655 | 392 | 0.3% | 0.27% | 228 | +455 | 14.22% | Q1 2026 | Apr 29, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 3,620 | 388 | 0.1% | 0.08% | 230 | +902 | 33.19% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | New | 3,599 | 386 | 0.0% | — | 231 | +3,599 | New | Q1 2026 | Apr 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 3,584 | 384 | 0.08% | 0.09% | 232 | +13 | 0.36% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,552 | 381 | 0.0% | 0.0% | 233 | +370 | 11.63% | Q1 2026 | May 08, 2026 |
| UNITED BANK | History | Reduced | 3,546 | 380 | 0.05% | 0.06% | 234 | -867 | -19.65% | Q1 2026 | May 11, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 3,424 | 367 | 0.0% | 0.0% | 235 | +64 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 3,162 | 366 | 0.35% | 0.35% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,377 | 362 | 0.02% | 0.02% | 237 | +249 | 7.96% | Q1 2026 | Apr 13, 2026 |
| Biltmore Family Office, LLC | History | New | 3,335 | 357 | 0.05% | — | 238 | +3,335 | New | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,292 | 353 | 0.0% | 0.0% | 239 | +154 | 4.91% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,227 | 346 | 0.0% | 0.0% | 240 | +745 | 30.02% | Q1 2026 | May 13, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 3,225 | 346 | 0.1% | 0.1% | 241 | +85 | 2.71% | Q1 2026 | Apr 02, 2026 |
| Paladin Wealth, LLC | History | Added to | 3,174 | 340 | 0.23% | 0.19% | 242 | +693 | 27.93% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,159 | 338 | 0.0% | 0.0% | 243 | +1,358 | 75.4% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 3,127 | 335 | 0.22% | 0.1% | 244 | +1,748 | 126.76% | Q1 2026 | May 07, 2026 |
| APS Management Group, Inc. | History | New | 3,111 | 333 | 0.28% | — | 245 | +3,111 | New | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,080 | 330 | 0.0% | — | 246 | +3,080 | New | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,020 | 324 | 0.02% | 0.02% | 247 | +9 | 0.3% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,485 | 323 | 0.01% | 0.01% | 248 | +313 | 14.41% | Q1 2026 | May 04, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 3,008 | 322 | 0.21% | 0.28% | 249 | -1,126 | -27.24% | Q1 2026 | Apr 21, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 2,958 | 317 | 0.11% | 0.16% | 251 | +76 | 2.64% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,958 | 317 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 2,903 | 311 | 0.01% | — | 252 | +2,903 | New | Q1 2026 | Apr 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,878 | 308 | 0.1% | 0.09% | 253 | +521 | 22.1% | Q1 2026 | Apr 09, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 2,873 | 308 | 0.03% | 0.06% | 254 | +50 | 1.77% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,865 | 307 | 0.0% | 0.0% | 255 | +195 | 7.3% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,845 | 305 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,837 | 304 | 0.03% | 0.02% | 257 | -272 | -8.75% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 2,831 | 303 | 0.0% | 0.0% | 258 | +1,095 | 63.08% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 2,688 | 288 | 0.01% | — | 260 | +2,688 | New | Q1 2026 | May 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 2,692 | 288 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 2,655 | 284 | 0.02% | 0.02% | 261 | +594 | 28.82% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,902 | 283 | 0.0% | 0.0% | 262 | +403 | 16.13% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 2,570 | 275 | 0.06% | 0.08% | 263 | -922 | -26.4% | Q1 2026 | Apr 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 2,535 | 272 | 0.02% | — | 265 | +2,535 | New | Q1 2026 | Apr 29, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 2,665 | 272 | 0.0% | 0.01% | 264 | -592 | -18.18% | Q1 2026 | May 04, 2026 |
| Daviman Financial, LLC | History | New | 2,516 | 269 | 0.16% | — | 266 | +2,516 | New | Q1 2026 | Apr 23, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,502 | 268 | 0.19% | 0.26% | 267 | -712 | -22.15% | Q1 2026 | May 19, 2026 |
| Rathbones Group PLC | History | Added to | 2,480 | 266 | 0.0% | 0.0% | 268 | +485 | 24.31% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 2,469 | 264 | 0.01% | — | 269 | +2,469 | New | Q1 2026 | May 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 2,399 | 257 | 0.04% | 0.04% | 270 | -34 | -1.4% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 2,395 | 256 | 0.01% | 0.01% | 272 | +178 | 8.03% | Q1 2026 | May 13, 2026 |
| GenTrust, LLC | History | No change | 2,388 | 256 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Peak Planning Group, LLC | History | Added to | 2,377 | 255 | 0.07% | 0.07% | 273 | +44 | 1.89% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,375 | 254 | 0.12% | 0.1% | 274 | +455 | 23.7% | Q1 2026 | Apr 15, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 2,360 | 253 | 0.13% | 0.13% | 275 | -260 | -9.92% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | New | 2,353 | 252 | 0.01% | — | 276 | +2,353 | New | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | New | 2,326 | 249 | 0.0% | — | 277 | +2,326 | New | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 2,273 | 243 | 0.01% | 0.02% | 279 | -107 | -4.5% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,271 | 243 | 0.0% | 0.0% | 278 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,247 | 241 | 0.04% | — | 281 | +2,247 | New | Q1 2026 | May 11, 2026 |
| ELCO Management Co., LLC | History | Reduced | 2,255 | 241 | 0.12% | 0.16% | 280 | -5 | -0.22% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | New | 2,147 | 230 | 0.01% | — | 282 | +2,147 | New | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,140 | 229 | 0.0% | 0.0% | 283 | -599 | -21.87% | Q1 2026 | Apr 20, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 2,139 | 229 | 0.04% | 0.04% | 284 | +109 | 5.37% | Q1 2026 | May 05, 2026 |
| Center For Asset Management LLC | History | Added to | 2,137 | 229 | 0.11% | 0.12% | 285 | +83 | 4.04% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 2,134 | 228 | 0.0% | 0.0% | 287 | +357 | 20.09% | Q1 2026 | Apr 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,131 | 228 | 0.01% | 0.01% | 286 | +41 | 1.96% | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 2,116 | 227 | 0.02% | — | 288 | +2,116 | New | Q1 2026 | Apr 30, 2026 |
| PDS Planning, Inc | History | Added to | 2,104 | 225 | 0.01% | 0.02% | 289 | +1 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Brown Financial Advisors | History | Reduced | 2,086 | 223 | 0.08% | 0.09% | 290 | -48 | -2.25% | Q1 2026 | May 15, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 2,075 | 222 | 0.12% | 0.13% | 291 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,062 | 221 | 0.01% | 0.01% | 293 | -1,255 | -37.84% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | No change | 2,062 | 221 | 0.09% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 2,042 | 219 | 0.07% | 0.06% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,000 | 219 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 2,026 | 217 | 0.04% | — | 296 | +2,026 | New | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,008 | 215 | 0.0% | — | 297 | +2,008 | New | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,008 | 215 | 0.0% | — | 298 | +2,008 | New | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2,003 | 214 | 0.23% | 0.17% | 300 | +421 | 26.61% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | No change | 2,000 | 214 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PKS Advisory Services, LLC | History | Added to | 1,980 | 212 | 0.05% | 0.05% | 301 | +139 | 7.55% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,969 | 211 | 0.03% | 0.03% | 303 | +75 | 3.96% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,969 | 211 | 0.0% | 0.0% | 302 | +35 | 1.81% | Q1 2026 | May 14, 2026 |
| RW Investment Management LLC | History | New | 1,946 | 208 | 0.02% | — | 304 | +1,946 | New | Q1 2026 | Apr 28, 2026 |
| Delta Investment Management, LLC | History | New | 1,939 | 208 | 0.04% | — | 305 | +1,939 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,927 | 206 | 0.0% | 0.0% | 306 | +1,277 | 196.46% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,921 | 206 | 0.05% | 0.08% | 307 | -867 | -31.1% | Q1 2026 | May 07, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 1,912 | 205 | 0.33% | 3.74% | 309 | -51,465 | -96.42% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,917 | 205 | 0.01% | 0.01% | 308 | -281 | -12.78% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,887 | 202 | 0.0% | — | 310 | +1,887 | New | Q1 2026 | Apr 10, 2026 |
| Accretive Wealth Partners, LLC | History | New | 1,887 | 202 | 0.06% | — | 311 | +1,887 | New | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | New | 1,881 | 201 | 0.01% | — | 312 | +1,881 | New | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Added to | 1,808 | 193 | 0.04% | 0.04% | 313 | +54 | 3.08% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 1,755 | 188 | 0.01% | 0.01% | 314 | +44 | 2.57% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 1,565 | 167 | 0.0% | 0.0% | 315 | +410 | 35.5% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,551 | 166 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,500 | 160 | 0.0% | 0.0% | 317 | -1,000 | -40.0% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,330 | 145 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| S.A. Mason LLC | History | No change | 1,303 | 139 | 0.05% | 0.06% | 319 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,177 | 126 | 0.02% | 0.02% | 320 | +86 | 7.88% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 1,140 | 122 | 0.03% | 0.01% | 321 | +840 | 280.0% | Q1 2026 | Apr 02, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,102 | 118 | 0.01% | 0.0% | 322 | +972 | 747.69% | Q1 2026 | Apr 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,075 | 115 | 0.01% | — | 323 | +1,075 | New | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,064 | 114 | 0.01% | 0.01% | 324 | -138 | -11.48% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,002 | 107 | 0.01% | 0.02% | 325 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 946 | 101 | 0.02% | 0.02% | 326 | -12 | -1.25% | Q1 2026 | May 20, 2026 |
| Larson Financial Group LLC | History | Added to | 941 | 100 | 0.0% | 0.0% | 327 | +3 | 0.32% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 915 | 98 | 0.05% | 0.05% | 328 | +59 | 6.89% | Q1 2026 | Apr 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 869 | 94 | 0.0% | 0.0% | 329 | -2,062 | -70.35% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 702 | 90 | 0.11% | 0.1% | 330 | +1 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Fairscale Capital, LLC | History | New | 836 | 89 | 0.06% | — | 332 | +836 | New | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 835 | 89 | 0.01% | 0.01% | 331 | -200 | -19.32% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 824 | 88 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Monetary Solutions, Ltd | History | No change | 700 | 75 | 0.07% | 0.07% | 334 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sankala Group LLC | History | Added to | 703 | 74 | 0.06% | 0.04% | 335 | +312 | 79.8% | Q1 2026 | Mar 31, 2026 |
| AlphaCore Capital LLC | History | Added to | 674 | 72 | 0.0% | 0.0% | 336 | +254 | 60.48% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | Added to | 675 | 72 | 0.09% | 0.04% | 337 | +32 | 4.98% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 606 | 65 | 0.0% | 0.01% | 340 | -1,518 | -71.47% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 608 | 65 | 0.0% | 0.0% | 339 | -176 | -22.45% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 638 | 65 | 0.0% | 0.0% | 338 | +130 | 25.59% | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | No change | 576 | 61 | 0.03% | 0.04% | 341 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Opal Wealth Advisors, LLC | History | New | 550 | 59 | 0.01% | — | 343 | +550 | New | Q1 2026 | Apr 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 551 | 59 | 0.04% | 0.05% | 342 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 549 | 58 | 0.0% | 0.0% | 344 | +279 | 103.33% | Q1 2026 | May 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 536 | 57 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ORG Partners LLC | History | No change | 500 | 54 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 501 | 53 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Destiny Wealth Partners, LLC | History | New | 456 | 48 | 0.01% | — | 348 | +456 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 438 | 47 | 0.0% | 0.0% | 349 | -670 | -60.47% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 439 | 47 | 0.0% | 0.0% | 350 | +83 | 23.31% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 424 | 45 | 0.0% | 0.0% | 351 | +28 | 7.07% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 406 | 43 | 0.0% | 0.01% | 352 | -986 | -70.83% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | New | 400 | 42 | 0.0% | — | 353 | +400 | New | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 358 | 38 | 0.0% | 0.0% | 356 | -131 | -26.79% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 355 | 38 | 0.0% | 0.0% | 354 | +101 | 39.76% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 350 | 38 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 320 | 34 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 309 | 33 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 300 | 32 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 285 | 30 | 0.01% | 0.01% | 360 | -35 | -10.94% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 250 | 26 | 0.0% | — | 363 | +250 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 240 | 26 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 242 | 26 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 230 | 24 | 0.07% | 0.03% | 364 | -5,754 | -96.16% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 217 | 23 | 0.0% | 0.0% | 365 | +2 | 0.93% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 215 | 23 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 200 | 21 | 0.01% | 0.0% | 368 | +144 | 257.14% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 200 | 21 | 0.02% | 0.01% | 367 | +30 | 17.65% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | No change | 181 | 19 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 166 | 18 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 166 | 17 | 0.0% | 0.0% | 371 | +20 | 13.7% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 163 | 17 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 165 | 17 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 153 | 16 | 0.0% | — | 376 | +153 | New | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 153 | 16 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 16 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | New | 141 | 15 | 0.0% | — | 378 | +141 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 142 | 15 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 136 | 14 | 0.0% | — | 381 | +136 | New | Q1 2026 | May 11, 2026 |
| CX Institutional | History | No change | 133 | 14 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 137 | 14 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Management LLC | History | Reduced | 120 | 13 | 0.0% | 0.0% | 382 | -488 | -80.26% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Reduced | 125 | 13 | 0.0% | 0.0% | 383 | -138 | -52.47% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 115 | 12 | 0.0% | 0.0% | 385 | -1,180 | -91.12% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 115 | 12 | 0.0% | 0.0% | 384 | -208 | -64.4% | Q1 2026 | May 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 120 | 12 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | No change | 109 | 11 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Chung Wu Investment Group, LLC | History | New | 100 | 10 | 0.01% | — | 392 | +100 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 96 | 10 | 0.0% | — | 391 | +96 | New | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 10 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 102 | 10 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 90 | 9 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tidemark, LLC | History | No change | 89 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SFAM, LLC | History | New | 81 | 8 | 0.01% | — | 398 | +81 | New | Q1 2026 | May 04, 2026 |
| Aventura Private Wealth, LLC | History | New | 76 | 8 | 0.0% | — | 399 | +76 | New | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | Added to | 80 | 8 | 0.0% | 0.0% | 397 | +66 | 471.43% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 67 | 7 | 0.0% | — | 402 | +67 | New | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 71 | 7 | 0.0% | 0.0% | 401 | +28 | 65.12% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 61 | 6 | 0.0% | 0.0% | 406 | +11 | 22.0% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 59 | 6 | 0.0% | 0.0% | 405 | -8 | -11.94% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 56 | 6 | 0.0% | 0.0% | 404 | +2 | 3.7% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 60 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 60 | 6 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 53 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 50 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Archer Investment Corp | History | No change | 49 | 5 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sachetta, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 50 | 5 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 45 | 4 | 0.0% | — | 419 | +45 | New | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 44 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | New | 32 | 3 | 0.0% | — | 421 | +32 | New | Q1 2026 | Apr 28, 2026 |
| Bear Mountain Capital, Inc. | History | New | 25 | 3 | 0.0% | — | 422 | +25 | New | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 34 | 3 | 0.0% | 0.0% | 420 | +9 | 36.0% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 26 | 2 | 0.0% | — | 431 | +26 | New | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | New | 17 | 2 | 0.0% | — | 432 | +17 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 19 | 2 | 0.0% | 0.0% | 429 | +5 | 35.71% | Q1 2026 | May 07, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 428 | -1 | -4.35% | Q1 2026 | May 11, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 25 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | No change | 19 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advocate Investing Services LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 18 | 1 | 0.0% | — | 435 | +18 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 15 | 1 | 0.0% | — | 434 | +15 | New | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.84% | — | -116,752 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cooper Capital Advisors LLC | History | Closed out | 0 | 0 | — | 4.92% | — | -71,248 | -100.0% | Q1 2026 | May 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.3% | — | -42,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -35,815 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,608 | -100.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,484 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,972 | -100.0% | Q1 2026 | May 12, 2026 |
| URS Advisory LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -14,447 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Clarus Wealth Advisors | History | Closed out | 0 | 0 | — | 0.7% | — | -14,428 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,384 | -100.0% | Q1 2026 | May 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,650 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,781 | -100.0% | Q1 2026 | May 01, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,073 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -6,227 | -100.0% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,705 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,447 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.23% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,412 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,273 | -100.0% | Q1 2026 | May 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,235 | -100.0% | Q1 2026 | May 04, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,123 | -100.0% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,080 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,805 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,520 | -100.0% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,186 | -100.0% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,085 | -100.0% | Q1 2026 | May 04, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,080 | -100.0% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,848 | -100.0% | Q1 2026 | May 06, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -791 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -648 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -443 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |