Global X Funds - SHLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,575,995 | 678,363 | 0.05% | 0.03% | 1 | +2,262,272 | 30.93% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,971,123 | 352,154 | 0.09% | 0.06% | 2 | +1,312,802 | 35.89% | Q1 2026 | May 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 4,645,365 | 329,078 | 2.23% | 1.04% | 3 | +2,795,100 | 151.06% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,044,268 | 283,089 | 0.38% | 0.27% | 4 | +1,268,126 | 45.68% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,765,205 | 257,163 | 0.02% | 0.01% | 5 | +1,275,339 | 51.22% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,561,154 | 252,272 | 0.02% | 0.01% | 6 | +887,321 | 33.19% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,778,058 | 196,797 | 0.07% | 0.01% | 7 | +2,534,211 | 1039.26% | Q1 2026 | May 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 1,700,000 | 120,428 | 0.72% | — | 8 | +1,700,000 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,102,762 | 78,119 | 0.02% | 0.01% | 9 | +520,198 | 89.29% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,057,710 | 74,928 | 0.01% | 0.0% | 10 | +952,284 | 903.27% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,043,894 | 73,949 | 0.02% | 0.01% | 11 | +391,395 | 59.98% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 982,367 | 69,590 | 0.68% | 0.35% | 12 | +433,677 | 79.04% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 839,041 | 59,437 | 0.44% | 0.31% | 13 | +245,242 | 41.3% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 821,520 | 58,200 | 0.09% | 0.07% | 14 | +132,101 | 19.16% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 817,433 | 57,907 | 0.01% | 0.01% | 15 | +271,959 | 49.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 814,450 | 57,695 | 0.01% | 0.0% | 16 | +471,999 | 137.83% | Q1 2026 | May 05, 2026 |
| Global X Japan Co., Ltd. | History | New | 780,717 | 55,305 | 2.84% | — | 17 | +780,717 | New | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 770,947 | 54,613 | 0.3% | 0.19% | 18 | +224,582 | 41.1% | Q1 2026 | May 05, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 744,037 | 52,707 | 2.54% | 2.55% | 19 | -46,042 | -5.83% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 654,029 | 46,331 | 0.05% | 0.04% | 20 | +141,371 | 27.58% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 639,965 | 45,335 | 0.03% | 0.01% | 21 | +313,789 | 96.2% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 578,738 | 40,999 | 0.04% | 0.03% | 22 | +68,239 | 13.37% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 542,589 | 38,437 | 0.07% | 0.09% | 23 | -273,494 | -33.51% | Q1 2026 | May 01, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 494,788 | 36,738 | 4.65% | 5.45% | 24 | -132,446 | -21.12% | Q1 2026 | Apr 20, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 469,614 | 33,267 | 1.47% | 1.02% | 25 | +94,839 | 25.31% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 463,571 | 32,839 | 0.0% | 0.0% | 26 | +332,955 | 254.91% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 455,015 | 32,233 | 0.17% | 0.15% | 27 | +51,761 | 12.84% | Q1 2026 | May 13, 2026 |
| Bensler, LLC | History | Added to | 409,770 | 29,028 | 3.0% | 2.16% | 28 | +77,291 | 23.25% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Added to | 343,515 | 24,334 | 0.84% | 0.52% | 29 | +109,582 | 46.84% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 314,089 | 22,250 | 0.06% | 0.04% | 30 | +87,624 | 38.69% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 308,317 | 21,841 | 0.25% | 0.1% | 31 | +173,226 | 128.23% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | New | 301,998 | 21,393 | 0.03% | — | 32 | +301,998 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 298,894 | 21,173 | 0.21% | 0.23% | 33 | -25,582 | -7.88% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 292,228 | 20,701 | 0.48% | 0.3% | 34 | +98,167 | 50.59% | Q1 2026 | May 15, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 277,726 | 19,676 | 2.43% | 0.11% | 35 | +263,412 | 1840.24% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 267,958 | 18,982 | 1.08% | 0.64% | 36 | +101,865 | 61.33% | Q1 2026 | Apr 09, 2026 |
| Goldstein Advisors, LLC | History | Added to | 243,471 | 17,247 | 1.92% | 1.19% | 37 | +81,676 | 50.48% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 243,327 | 17,237 | 0.04% | 0.03% | 38 | +63,211 | 35.09% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 229,917 | 16,287 | 0.0% | 0.0% | 39 | +138,617 | 151.83% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 228,936 | 16,217 | 0.02% | 0.02% | 40 | +53,490 | 30.49% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 228,543 | 16,189 | 1.54% | 0.98% | 41 | +66,065 | 40.66% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 214,582 | 15,200 | 0.43% | 0.14% | 42 | +137,880 | 179.76% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 214,036 | 15,162 | 1.2% | 0.62% | 43 | +113,480 | 112.85% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 213,813 | 15,146 | 0.27% | 0.13% | 44 | +105,833 | 98.01% | Q1 2026 | Apr 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 218,760 | 14,941 | 0.01% | — | 45 | +218,760 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 210,149 | 14,886 | 0.12% | 0.14% | 46 | +33,244 | 18.79% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 208,314 | 14,756 | 1.5% | 1.34% | 47 | +2,407 | 1.17% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 198,550 | 14,065 | 0.0% | 0.05% | 48 | -98,500 | -33.16% | Q1 2026 | May 04, 2026 |
| Decker Wealth Management LLC | History | Added to | 198,254 | 14,044 | 3.19% | 2.45% | 49 | +26,014 | 15.1% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 213,820 | 13,853 | 1.03% | 1.03% | 50 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 193,621 | 13,716 | 0.88% | 0.69% | 51 | +27,529 | 16.57% | Q1 2026 | May 06, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 192,626 | 13,645 | 1.62% | 1.28% | 52 | +24,676 | 14.69% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 179,757 | 13,185 | 0.91% | 0.51% | 53 | +72,281 | 67.25% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 174,906 | 12,390 | 0.25% | 0.16% | 54 | +56,171 | 47.31% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 169,874 | 12,034 | 0.09% | 0.06% | 55 | +68,488 | 67.55% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 168,338 | 11,925 | 0.06% | 0.05% | 56 | +23,870 | 16.52% | Q1 2026 | May 08, 2026 |
| West Wealth Group, LLC | History | Added to | 160,155 | 11,345 | 2.24% | 1.8% | 57 | +26,551 | 19.87% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 157,842 | 11,181 | 0.05% | 0.04% | 58 | +42,210 | 36.5% | Q1 2026 | Apr 24, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 152,623 | 10,811 | 1.43% | 0.75% | 59 | +63,348 | 70.96% | Q1 2026 | Apr 27, 2026 |
| POTENTIA WEALTH | History | Reduced | 152,343 | 10,791 | 4.17% | 3.89% | 60 | -11,646 | -7.1% | Q1 2026 | May 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 154,953 | 10,456 | 1.43% | 0.87% | 61 | +66,173 | 74.54% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Added to | 145,442 | 10,303 | 1.13% | 0.99% | 62 | +54,508 | 59.94% | Q1 2026 | May 07, 2026 |
| Security Financial Services, INC. | History | Added to | 139,546 | 9,885 | 1.56% | 0.97% | 63 | +43,749 | 45.67% | Q1 2026 | May 27, 2026 |
| Kelly Financial Services LLC | History | Added to | 137,982 | 9,737 | 2.35% | 1.64% | 64 | +36,752 | 36.31% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 134,400 | 9,520 | 0.0% | 0.0% | 65 | +130,194 | 3095.44% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 131,187 | 9,293 | 1.75% | 1.11% | 66 | +41,110 | 45.64% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 129,742 | 9,252 | 0.49% | 0.68% | 67 | -20,795 | -13.81% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | Added to | 129,631 | 9,183 | 2.08% | 1.23% | 68 | +51,899 | 66.77% | Q1 2026 | Apr 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 129,437 | 9,169 | 2.1% | 2.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 124,454 | 8,816 | 1.23% | 0.75% | 70 | +41,210 | 49.51% | Q1 2026 | Apr 24, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 123,276 | 8,732 | 0.14% | 0.13% | 71 | -8,162 | -6.21% | Q1 2026 | Apr 01, 2026 |
| Strategic Blueprint, LLC | History | Added to | 122,591 | 8,684 | 0.5% | 0.31% | 72 | +40,308 | 48.99% | Q1 2026 | Apr 29, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 120,159 | 8,512 | 2.4% | 2.35% | 73 | -12,150 | -9.18% | Q1 2026 | Apr 20, 2026 |
| WJ Wealth Management, LLC | History | Added to | 118,982 | 8,428 | 3.95% | 3.2% | 74 | +6,078 | 5.38% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 117,815 | 8,346 | 1.72% | 1.64% | 75 | -8,025 | -6.38% | Q1 2026 | May 11, 2026 |
| EQ LLC | History | Added to | 116,230 | 8,233 | 2.32% | 2.02% | 76 | +8,239 | 7.63% | Q1 2026 | May 06, 2026 |
| MA Private Wealth | History | Reduced | 115,684 | 8,195 | 1.39% | 1.3% | 77 | -5,025 | -4.16% | Q1 2026 | May 07, 2026 |
| Stonebrook Private Inc. | History | Added to | 115,281 | 8,166 | 1.74% | 1.38% | 78 | +13,312 | 13.05% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 112,996 | 8,004 | 0.83% | 0.53% | 79 | +24,373 | 27.5% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 111,260 | 7,881 | 0.07% | 0.07% | 80 | +7,003 | 6.72% | Q1 2026 | May 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 110,207 | 7,807 | 1.31% | 1.26% | 81 | +1,337 | 1.23% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | New | 110,000 | 7,792 | 0.05% | — | 82 | +110,000 | New | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 108,097 | 7,657 | 0.95% | 0.53% | 83 | +40,694 | 60.37% | Q1 2026 | Apr 21, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 107,682 | 7,628 | 4.77% | 4.74% | 84 | -9,571 | -8.16% | Q1 2026 | Apr 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 105,900 | 7,501 | 0.01% | — | 85 | +105,900 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 105,426 | 7,468 | 0.51% | 0.38% | 86 | +25,143 | 31.32% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 103,102 | 7,303 | 0.98% | 0.77% | 87 | +9,742 | 10.43% | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 102,549 | 7,264 | 0.72% | 0.46% | 88 | +31,919 | 45.19% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | New | 101,573 | 7,195 | 0.19% | — | 89 | +101,573 | New | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 97,668 | 6,918 | 0.16% | 0.11% | 90 | +19,643 | 25.18% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 98,005 | 6,847 | 0.0% | 0.0% | 91 | +86,576 | 757.51% | Q1 2026 | May 15, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 96,120 | 6,809 | 3.18% | 1.96% | 92 | +32,971 | 52.21% | Q1 2026 | Apr 24, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 94,493 | 6,693 | 0.01% | 0.01% | 93 | +12,636 | 15.44% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 102,177 | 6,620 | 0.65% | 0.64% | 94 | -1,488 | -1.44% | Q1 2026 | Apr 08, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 93,177 | 6,600 | 0.06% | 0.08% | 95 | -17,237 | -15.61% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 91,174 | 6,458 | 0.01% | 0.0% | 96 | +28,010 | 44.34% | Q1 2026 | May 13, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 91,025 | 6,448 | 1.99% | 1.31% | 97 | +24,197 | 36.21% | Q1 2026 | Apr 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 87,829 | 6,221 | 0.43% | 0.34% | 98 | +2,508 | 2.94% | Q1 2026 | May 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 87,302 | 6,184 | 0.07% | — | 99 | +87,302 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,602 | 6,143 | 0.06% | 0.04% | 100 | +32,520 | 63.66% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 85,971 | 6,090 | 0.09% | 0.06% | 101 | +22,753 | 35.99% | Q1 2026 | May 13, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 90,148 | 6,083 | 2.56% | 2.84% | 102 | +2,045 | 2.32% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Added to | 84,683 | 5,999 | 0.91% | 0.69% | 103 | +12,943 | 18.04% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 84,310 | 5,972 | 0.06% | 0.04% | 104 | +28,984 | 52.39% | Q1 2026 | Apr 20, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 84,316 | 5,972 | 2.53% | 2.16% | 105 | +1,818 | 2.2% | Q1 2026 | Apr 08, 2026 |
| TTP Investments, Inc. | History | New | 82,848 | 5,868 | 2.45% | — | 106 | +82,848 | New | Q1 2026 | Apr 16, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 82,671 | 5,856 | 3.37% | 1.79% | 107 | +34,206 | 70.58% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 82,609 | 5,852 | 0.12% | 0.1% | 108 | +9,104 | 12.39% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 82,558 | 5,848 | 0.01% | 0.01% | 109 | +5,558 | 7.22% | Q1 2026 | May 14, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 82,332 | 5,832 | 3.59% | 2.42% | 110 | +21,798 | 36.01% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,768 | 5,792 | 0.02% | 0.01% | 111 | +26,484 | 47.91% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 81,738 | 5,790 | 0.01% | 0.0% | 112 | +42,932 | 110.63% | Q1 2026 | May 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 81,519 | 5,774 | 1.52% | 1.17% | 113 | +12,326 | 17.81% | Q1 2026 | Apr 20, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 80,735 | 5,720 | 0.46% | 0.27% | 114 | +27,517 | 51.71% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 79,323 | 5,619 | 0.66% | 0.28% | 115 | +43,890 | 123.87% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 78,996 | 5,596 | 0.59% | 0.13% | 116 | +60,790 | 333.9% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 78,921 | 5,590 | 0.43% | 0.19% | 117 | +43,079 | 120.19% | Q1 2026 | Apr 22, 2026 |
| Envision Financial Transparency, LLC | History | New | 76,894 | 5,447 | 5.29% | — | 118 | +76,894 | New | Q1 2026 | May 13, 2026 |
| TSA Wealth Managment LLC | History | Added to | 76,467 | 5,416 | 1.75% | 0.96% | 119 | +31,524 | 70.14% | Q1 2026 | May 01, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 76,425 | 5,413 | 0.61% | 0.51% | 120 | +4,351 | 6.04% | Q1 2026 | Apr 24, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 75,873 | 5,374 | 1.35% | 0.07% | 121 | +71,573 | 1664.49% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 75,069 | 5,317 | 0.0% | 0.0% | 122 | +23,707 | 46.16% | Q1 2026 | May 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 75,001 | 5,313 | 1.66% | 1.46% | 123 | -335 | -0.44% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 74,424 | 5,272 | 0.06% | 0.05% | 124 | +12,537 | 20.26% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | New | 71,610 | 5,072 | 0.0% | — | 125 | +71,610 | New | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 71,573 | 5,070 | 1.1% | 0.65% | 126 | +25,134 | 54.12% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 70,763 | 5,012 | 2.11% | 0.39% | 127 | +59,569 | 532.15% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 70,013 | 4,959 | 0.02% | 0.0% | 128 | +63,465 | 969.23% | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 74,550 | 4,952 | 0.77% | 0.77% | 129 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 69,412 | 4,917 | 1.77% | 1.03% | 130 | +25,234 | 57.12% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Added to | 66,783 | 4,730 | 0.57% | 0.42% | 131 | +19,493 | 41.22% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 66,599 | 4,717 | 0.54% | 0.55% | 132 | -7,751 | -10.43% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | New | 65,325 | 4,627 | 0.27% | — | 133 | +65,325 | New | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 63,723 | 4,514 | 0.11% | 0.06% | 134 | +27,130 | 74.14% | Q1 2026 | Apr 07, 2026 |
| Synergy Investment Management, LLC | History | Added to | 63,343 | 4,488 | 1.47% | 0.76% | 135 | +30,188 | 91.05% | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Added to | 62,996 | 4,462 | 0.57% | 0.35% | 136 | +20,761 | 49.16% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 61,132 | 4,330 | 0.01% | 0.0% | 137 | +5,332 | 9.56% | Q1 2026 | May 14, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 60,151 | 4,261 | 1.36% | 1.16% | 138 | +1,493 | 2.55% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 59,564 | 4,219 | 0.05% | 0.01% | 139 | +51,033 | 598.21% | Q1 2026 | May 15, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 59,310 | 4,201 | 0.68% | 0.77% | 140 | -12,500 | -17.41% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 58,703 | 4,158 | 0.59% | 0.39% | 141 | +14,955 | 34.18% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Added to | 58,159 | 4,119 | 0.01% | 0.0% | 142 | +21,906 | 60.43% | Q1 2026 | May 06, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 61,594 | 3,990 | 0.84% | 0.84% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 55,932 | 3,962 | 1.98% | 1.5% | 144 | +13,147 | 30.73% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 55,198 | 3,910 | 0.05% | 0.05% | 145 | -1,806 | -3.17% | Q1 2026 | Apr 23, 2026 |
| May Hill Capital, LLC | History | Added to | 55,132 | 3,905 | 0.98% | 0.42% | 146 | +31,133 | 129.73% | Q1 2026 | May 06, 2026 |
| Nikulski Financial, Inc. | History | Added to | 54,907 | 3,889 | 0.96% | 0.63% | 147 | +14,007 | 34.25% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 53,919 | 3,819 | 0.01% | 0.0% | 148 | +49,463 | 1110.03% | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 53,507 | 3,790 | 0.74% | 0.53% | 149 | +18,248 | 51.75% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 53,265 | 3,773 | 0.0% | 0.0% | 150 | -2,999 | -5.33% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 52,536 | 3,721 | 0.01% | 0.01% | 151 | -6,985 | -11.74% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,989 | 3,612 | 0.01% | 0.0% | 152 | +31,982 | 168.26% | Q1 2026 | Apr 22, 2026 |
| Empowered Funds, LLC | History | New | 50,466 | 3,575 | 0.02% | — | 153 | +50,466 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 49,924 | 3,536 | 0.04% | 0.01% | 154 | +29,881 | 149.08% | Q1 2026 | May 05, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 49,844 | 3,530 | 0.28% | 0.93% | 155 | -277,874 | -84.79% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 49,555 | 3,510 | 0.09% | 0.01% | 156 | +44,704 | 921.54% | Q1 2026 | May 14, 2026 |
| San Luis Wealth Advisors LLC | History | New | 49,249 | 3,488 | 0.58% | — | 157 | +49,249 | New | Q1 2026 | Apr 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 48,524 | 3,437 | 0.53% | 0.35% | 158 | +16,014 | 49.26% | Q1 2026 | May 06, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 48,093 | 3,406 | 0.41% | 0.23% | 159 | +18,905 | 64.77% | Q1 2026 | Apr 23, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 47,273 | 3,348 | 3.31% | 2.55% | 160 | +6,760 | 16.69% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Added to | 46,839 | 3,318 | 0.24% | 0.16% | 161 | +13,129 | 38.95% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,463 | 3,301 | 0.02% | 0.02% | 162 | +7,796 | 18.27% | Q1 2026 | May 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 43,801 | 3,264 | 1.4% | 1.27% | 163 | -17 | -0.04% | Q1 2026 | Apr 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 49,620 | 3,214 | 1.8% | 1.8% | 164 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Avid Wealth Partners LLC | History | Added to | 45,036 | 3,190 | 1.51% | 1.27% | 165 | +4,778 | 11.87% | Q1 2026 | Apr 30, 2026 |
| SWP FINANCIAL LLC | History | Added to | 44,884 | 3,179 | 1.62% | 1.1% | 166 | +11,071 | 32.74% | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Added to | 44,839 | 3,176 | 0.17% | 0.04% | 167 | +34,344 | 327.24% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 48,881 | 3,167 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 43,478 | 3,079 | 0.11% | 0.11% | 169 | -5,590 | -11.39% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 43,452 | 3,078 | 0.11% | 0.02% | 170 | +35,070 | 418.4% | Q1 2026 | Apr 14, 2026 |
| Apeiron RIA LLC | History | Added to | 42,944 | 3,042 | 0.71% | 0.59% | 171 | +1,592 | 3.85% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 40,197 | 2,847 | 0.32% | 0.17% | 172 | +16,368 | 68.69% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Reduced | 39,882 | 2,825 | 0.16% | 0.18% | 173 | -3,055 | -7.12% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 38,638 | 2,737 | 0.01% | 0.0% | 174 | +31,819 | 466.62% | Q1 2026 | May 13, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 38,638 | 2,737 | 2.24% | 1.27% | 175 | +15,909 | 69.99% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 37,753 | 2,674 | 0.0% | 0.0% | 176 | +10,251 | 37.27% | Q1 2026 | May 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 37,507 | 2,657 | 0.84% | 0.58% | 177 | +9,464 | 33.75% | Q1 2026 | May 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 37,296 | 2,642 | 0.49% | — | 178 | +37,296 | New | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 37,225 | 2,637 | 0.06% | 0.03% | 179 | +17,804 | 91.67% | Q1 2026 | May 01, 2026 |
| WT Wealth Management | History | Added to | 36,998 | 2,620 | 0.78% | 0.61% | 180 | +4,264 | 13.03% | Q1 2026 | Apr 21, 2026 |
| Tepp RIA, LLC | History | New | 36,901 | 2,614 | 2.05% | — | 181 | +36,901 | New | Q1 2026 | Apr 22, 2026 |
| Daviman Financial, LLC | History | Added to | 36,793 | 2,606 | 1.54% | 0.81% | 182 | +15,398 | 71.97% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 36,683 | 2,598 | 0.18% | 0.1% | 183 | +15,651 | 74.42% | Q1 2026 | May 15, 2026 |
| HERBST GROUP, LLC | History | Reduced | 36,172 | 2,562 | 1.58% | 1.69% | 184 | -8,190 | -18.46% | Q1 2026 | Apr 09, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 36,155 | 2,561 | 0.51% | 0.44% | 185 | +6,502 | 21.93% | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 36,144 | 2,560 | 0.49% | 0.49% | 186 | -3,392 | -8.58% | Q1 2026 | May 12, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 35,786 | 2,535 | 0.19% | 0.17% | 187 | +197 | 0.55% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Added to | 35,489 | 2,514 | 0.39% | 0.2% | 188 | +371 | 1.06% | Q1 2026 | May 04, 2026 |
| Bedminster, LLC | History | Added to | 35,230 | 2,495 | 2.32% | 1.49% | 189 | +10,141 | 40.42% | Q1 2026 | Apr 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 34,944 | 2,475 | 1.22% | 0.79% | 190 | +11,247 | 47.46% | Q1 2026 | Apr 16, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 34,821 | 2,466 | 1.54% | 0.87% | 191 | +13,055 | 59.98% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 33,555 | 2,461 | 0.01% | 0.01% | 192 | +6,360 | 23.39% | Q1 2026 | May 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 34,627 | 2,452 | 2.3% | 1.14% | 193 | +17,426 | 101.31% | Q1 2026 | May 08, 2026 |
| Virtus Family Office LLC | History | Added to | 34,524 | 2,445 | 2.09% | 1.82% | 194 | +2,021 | 6.22% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 33,876 | 2,399 | 0.04% | 0.03% | 195 | +6,454 | 23.54% | Q1 2026 | Apr 27, 2026 |
| Skyline Advisors, Inc. | History | New | 33,630 | 2,382 | 0.83% | — | 196 | +33,630 | New | Q1 2026 | Apr 20, 2026 |
| Peak Wealth Management LLC | History | New | 33,563 | 2,377 | 1.95% | — | 198 | +33,563 | New | Q1 2026 | Apr 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 31,790 | 2,377 | 0.26% | — | 197 | +31,790 | New | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 33,529 | 2,375 | 0.17% | 0.07% | 199 | +19,847 | 145.06% | Q1 2026 | May 05, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 33,357 | 2,363 | 0.87% | 0.55% | 200 | +9,793 | 41.56% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 33,305 | 2,359 | 0.08% | 0.02% | 201 | +22,100 | 197.23% | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 33,212 | 2,352 | 0.48% | 0.39% | 202 | +185 | 0.56% | Q1 2026 | May 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 33,050 | 2,341 | 0.01% | 0.01% | 203 | +11,000 | 49.89% | Q1 2026 | May 14, 2026 |
| Solstein Capital, LLC | History | Added to | 32,859 | 2,327 | 0.96% | 0.85% | 204 | +200 | 0.61% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Added to | 32,666 | 2,314 | 0.39% | 0.36% | 205 | +3,129 | 10.59% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 32,279 | 2,286 | 0.05% | 0.03% | 206 | +9,149 | 39.55% | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | Added to | 32,214 | 2,282 | 0.24% | 0.19% | 207 | +4,080 | 14.5% | Q1 2026 | Apr 20, 2026 |
| Accel Wealth Management | History | Added to | 32,128 | 2,275 | 0.59% | 0.52% | 208 | +2,674 | 9.08% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,100 | 2,273 | 0.03% | 0.0% | 209 | +28,769 | 863.67% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 31,821 | 2,254 | 0.11% | 0.1% | 210 | +689 | 2.21% | Q1 2026 | May 05, 2026 |
| ArborFi Advisors, LLC | History | Added to | 31,403 | 2,224 | 1.82% | 1.46% | 211 | +3,697 | 13.34% | Q1 2026 | Apr 29, 2026 |
| M1 Capital Management LLC | History | Added to | 31,135 | 2,205 | 1.02% | 0.12% | 212 | +26,611 | 588.22% | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 30,559 | 2,164 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 30,471 | 2,158 | 0.26% | 0.24% | 214 | +2,523 | 9.03% | Q1 2026 | Apr 10, 2026 |
| Pioneer Family Office, LLC | History | New | 30,055 | 2,129 | 1.37% | — | 215 | +30,055 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 29,251 | 2,072 | 0.05% | 0.05% | 216 | -387 | -1.31% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 29,243 | 2,071 | 0.48% | 0.38% | 217 | +3,611 | 14.09% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,048 | 2,057 | 0.05% | 0.03% | 218 | +10,326 | 55.15% | Q1 2026 | May 11, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 29,004 | 2,054 | 0.32% | 0.28% | 219 | +1,922 | 7.1% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 28,993 | 2,053 | 0.03% | 0.03% | 220 | +1,196 | 4.3% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,556 | 2,022 | 0.01% | 0.01% | 221 | +597 | 2.14% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | Added to | 31,630 | 2,017 | 0.19% | 0.24% | 222 | +2,958 | 10.32% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 27,888 | 1,975 | 0.6% | 0.45% | 223 | +5,851 | 26.55% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 27,803 | 1,968 | 0.0% | 0.0% | 224 | +10,984 | 65.31% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 27,673 | 1,960 | 0.52% | 0.44% | 225 | +2,240 | 8.81% | Q1 2026 | Apr 16, 2026 |
| Carter Financial Group, INC. | History | Added to | 27,568 | 1,952 | 1.21% | 1.01% | 226 | +1,304 | 4.96% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,496 | 1,947 | 0.05% | 0.04% | 227 | +4,001 | 17.03% | Q1 2026 | May 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 26,385 | 1,869 | 0.18% | 0.05% | 228 | +19,249 | 269.74% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 26,303 | 1,843 | 0.59% | 0.35% | 229 | +10,846 | 70.17% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,895 | 1,834 | 0.02% | — | 230 | +25,886 | 287622.22% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 25,794 | 1,827 | 0.0% | — | 231 | +25,794 | New | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 25,728 | 1,822 | 0.1% | 0.03% | 232 | +14,229 | 123.74% | Q1 2026 | Apr 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 25,438 | 1,802 | 0.83% | 0.8% | 233 | -1,435 | -5.34% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 25,435 | 1,801 | 0.08% | 0.08% | 234 | -247 | -0.96% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 24,811 | 1,757 | 0.05% | 0.02% | 235 | +11,796 | 90.63% | Q1 2026 | May 14, 2026 |
| Peck Wealth Management, LLC | History | Added to | 24,664 | 1,747 | 1.75% | 1.51% | 236 | +47 | 0.19% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,608 | 1,743 | 0.1% | 0.06% | 237 | +17,163 | 230.53% | Q1 2026 | Apr 22, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 24,589 | 1,741 | 1.29% | 1.02% | 238 | +783 | 3.29% | Q1 2026 | Apr 16, 2026 |
| Crestwood Advisors Group, LLC | History | New | 24,561 | 1,739 | 0.03% | — | 239 | +24,561 | New | Q1 2026 | May 05, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 24,514 | 1,736 | 0.71% | 0.29% | 240 | +12,950 | 111.99% | Q1 2026 | Apr 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 24,480 | 1,734 | 1.13% | 0.99% | 241 | +1,377 | 5.96% | Q1 2026 | May 07, 2026 |
| 5T Wealth, LLC | History | Added to | 24,200 | 1,714 | 0.68% | 0.29% | 242 | +13,080 | 117.63% | Q1 2026 | Apr 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 24,060 | 1,704 | 1.01% | 0.21% | 243 | +18,382 | 323.74% | Q1 2026 | Apr 07, 2026 |
| Owen LaRue, LLC | History | Added to | 23,349 | 1,654 | 0.63% | 0.52% | 244 | +2,322 | 11.04% | Q1 2026 | Apr 30, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 23,332 | 1,652 | 1.07% | 0.97% | 245 | +350 | 1.52% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,223 | 1,645 | 0.07% | 0.05% | 246 | +6,442 | 38.39% | Q1 2026 | May 12, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 23,051 | 1,632 | 0.95% | 0.89% | 247 | +956 | 4.33% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,021 | 1,630 | 0.03% | 0.02% | 248 | +4,948 | 27.38% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 23,015 | 1,630 | 0.42% | 0.4% | 249 | +990 | 4.49% | Q1 2026 | Apr 06, 2026 |
| Forefront Wealth Partners, LLC | History | New | 22,650 | 1,604 | 0.67% | — | 250 | +22,650 | New | Q1 2026 | Apr 17, 2026 |
| National Wealth Management Group, LLC | History | Added to | 22,554 | 1,597 | 0.59% | 0.41% | 251 | +4,426 | 24.42% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,030 | 1,560 | 0.05% | 0.02% | 252 | +6,149 | 38.72% | Q1 2026 | Apr 23, 2026 |
| Chatterton & Associates Inc. | History | Added to | 20,999 | 1,559 | 1.09% | 0.53% | 253 | +11,499 | 121.04% | Q1 2026 | Apr 20, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 22,000 | 1,558 | 0.16% | — | 254 | +22,000 | New | Q1 2026 | May 07, 2026 |
| Redwood Investment Management, LLC | History | Added to | 21,327 | 1,511 | 0.19% | 0.09% | 255 | +8,514 | 66.45% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 20,978 | 1,486 | 0.09% | 0.08% | 256 | +243 | 1.17% | Q1 2026 | May 12, 2026 |
| MGB Wealth Management, LLC | History | No change | 22,693 | 1,470 | 0.42% | 0.42% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 20,742 | 1,469 | 0.01% | 0.01% | 258 | +3,419 | 19.74% | Q1 2026 | May 15, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 20,652 | 1,462 | 0.15% | — | 259 | +20,652 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,595 | 1,458 | 0.05% | 0.03% | 260 | +6,068 | 41.77% | Q1 2026 | May 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 20,422 | 1,446 | 0.78% | 0.66% | 261 | +1,593 | 8.46% | Q1 2026 | May 12, 2026 |
| Lauer Wealth, LLC | History | Added to | 19,111 | 1,432 | 1.14% | 0.85% | 262 | +3,361 | 21.34% | Q1 2026 | Apr 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 20,005 | 1,417 | 0.52% | 0.34% | 263 | +5,826 | 41.09% | Q1 2026 | Apr 09, 2026 |
| Ascentis Independent Advisors | History | New | 19,979 | 1,415 | 0.11% | — | 264 | +19,979 | New | Q1 2026 | Apr 28, 2026 |
| Bull Harbor Capital LLC | History | New | 19,950 | 1,413 | 0.38% | — | 265 | +19,950 | New | Q1 2026 | May 18, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 19,686 | 1,394 | 0.49% | 0.29% | 266 | +8,207 | 71.5% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 19,522 | 1,382 | 0.28% | 0.18% | 267 | +6,130 | 45.77% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Added to | 19,196 | 1,359 | 0.01% | 0.01% | 268 | +8,957 | 87.48% | Q1 2026 | Apr 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 19,056 | 1,349 | 1.26% | — | 269 | +19,056 | New | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 18,765 | 1,329 | 0.0% | 0.0% | 270 | +7,021 | 59.78% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,111 | 1,282 | 0.04% | 0.09% | 271 | -21,996 | -54.84% | Q1 2026 | Apr 07, 2026 |
| Y.D. More Investments Ltd | History | Added to | 17,896 | 1,266 | 0.05% | 0.05% | 272 | +709 | 4.13% | Q1 2026 | May 04, 2026 |
| Elequin Capital, LP | History | New | 17,829 | 1,263 | 0.11% | — | 273 | +17,829 | New | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 17,775 | 1,259 | 0.04% | 0.04% | 274 | +2,187 | 14.03% | Q1 2026 | May 06, 2026 |
| Benson Wealth Management INC | History | New | 17,561 | 1,244 | 1.7% | — | 275 | +17,561 | New | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 19,037 | 1,234 | 0.22% | 0.22% | 276 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,175 | 1,216 | 0.03% | 0.02% | 277 | +4,964 | 40.65% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,903 | 1,197 | 0.28% | 0.2% | 278 | +3,294 | 24.2% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,827 | 1,191 | 0.0% | 0.0% | 279 | +1,481 | 9.65% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,547 | 1,172 | 0.01% | 0.0% | 280 | +11,641 | 237.28% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 16,501 | 1,168 | 0.83% | 0.57% | 281 | +4,147 | 33.57% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 16,457 | 1,165 | 0.49% | 0.41% | 282 | -813 | -4.71% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 16,426 | 1,163 | 0.01% | — | 283 | +16,426 | New | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,408 | 1,162 | 0.02% | 0.02% | 284 | +1,308 | 8.66% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 16,399 | 1,161 | 0.03% | 0.03% | 285 | -547 | -3.23% | Q1 2026 | May 04, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 16,377 | 1,160 | 0.24% | 0.13% | 286 | +7,165 | 77.78% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,304 | 1,154 | 0.06% | 0.02% | 287 | +9,955 | 156.8% | Q1 2026 | Apr 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 16,264 | 1,152 | 0.79% | 0.54% | 288 | +5,574 | 52.14% | Q1 2026 | May 04, 2026 |
| David J Yvars Group | History | Added to | 16,175 | 1,145 | 0.64% | 0.24% | 289 | +9,270 | 134.25% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,083 | 1,139 | 0.1% | 0.09% | 290 | +4,149 | 34.77% | Q1 2026 | May 12, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 16,007 | 1,133 | 0.32% | 0.31% | 291 | -1,236 | -7.17% | Q1 2026 | Apr 23, 2026 |
| Arrowroot Family Office, LLC | History | New | 15,476 | 1,096 | 0.36% | — | 293 | +15,476 | New | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 15,484 | 1,096 | 0.21% | 0.09% | 292 | +6,283 | 68.29% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 15,456 | 1,094 | 0.04% | — | 294 | +15,456 | New | Q1 2026 | May 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 15,015 | 1,063 | 0.19% | 0.14% | 295 | +3,863 | 34.64% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 15,000 | 1,062 | 0.0% | — | 297 | +15,000 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 14,996 | 1,062 | 0.13% | 0.11% | 296 | +1,131 | 8.16% | Q1 2026 | Apr 17, 2026 |
| Vantage Point Financial LLC | History | Added to | 14,893 | 1,055 | 0.37% | 0.26% | 298 | +3,885 | 35.29% | Q1 2026 | May 01, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 14,845 | 1,051 | 0.11% | 0.09% | 299 | +1,177 | 8.61% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,705 | 1,041 | 0.01% | 0.01% | 300 | +4,661 | 46.41% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 14,669 | 1,039 | 0.02% | 0.01% | 301 | +8,987 | 158.17% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 14,548 | 1,030 | 0.03% | 0.01% | 302 | +10,520 | 261.17% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 14,486 | 1,026 | 0.01% | 0.0% | 303 | +9,245 | 176.4% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,943 | 1,020 | 0.0% | 0.0% | 304 | +6,422 | 67.45% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,371 | 1,018 | 0.04% | 0.04% | 305 | +2,047 | 16.61% | Q1 2026 | May 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,104 | 999 | 0.02% | 0.01% | 306 | +2,888 | 25.75% | Q1 2026 | Apr 14, 2026 |
| Laidlaw Wealth Management LLC | History | Added to | 14,062 | 996 | 3.46% | 2.44% | 307 | +1,914 | 15.76% | Q1 2026 | May 06, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 13,496 | 956 | 0.2% | 0.1% | 308 | +6,373 | 89.47% | Q1 2026 | May 05, 2026 |
| Bravias Capital Group, LLC | History | Added to | 13,385 | 948 | 0.62% | 0.44% | 309 | +2,044 | 18.02% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 13,308 | 942 | 0.0% | 0.0% | 310 | +7,944 | 148.1% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | New | 12,966 | 918 | 0.16% | — | 311 | +12,966 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,872 | 911 | 0.49% | 0.44% | 312 | +529 | 4.29% | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 14,010 | 907 | 0.3% | 0.3% | 313 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| SHP Wealth Management | History | Added to | 12,611 | 893 | 0.07% | 0.04% | 314 | +3,790 | 42.97% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,511 | 886 | 0.1% | 0.07% | 315 | +3,718 | 42.28% | Q1 2026 | May 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,473 | 883 | 0.05% | 0.07% | 316 | +688 | 5.84% | Q1 2026 | Apr 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 12,452 | 882 | 0.48% | 0.28% | 317 | +4,558 | 57.74% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,720 | 867 | 0.07% | 0.04% | 318 | +7,305 | 134.9% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,187 | 863 | 0.0% | 0.0% | 319 | +2,543 | 26.37% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,005 | 850 | 0.04% | — | 320 | +12,005 | New | Q1 2026 | May 14, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 11,915 | 844 | 0.32% | 0.29% | 321 | +73 | 0.62% | Q1 2026 | May 12, 2026 |
| WealthPoint Financial, LLC | History | No change | 13,002 | 842 | 0.73% | 0.73% | 322 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Black Swift Group, LLC | History | New | 11,710 | 829 | 0.15% | — | 323 | +11,710 | New | Q1 2026 | Apr 24, 2026 |
| Alteri Wealth LLC | History | Added to | 11,635 | 824 | 0.27% | 0.21% | 324 | +1,402 | 13.7% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,504 | 814 | 0.01% | 0.02% | 325 | -1,484 | -11.43% | Q1 2026 | Apr 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 11,441 | 810 | 0.54% | 0.33% | 326 | +3,919 | 52.1% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | New | 11,380 | 806 | 0.0% | — | 327 | +11,380 | New | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 11,377 | 805 | 0.0% | 0.0% | 328 | +2,002 | 21.35% | Q1 2026 | May 13, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 11,131 | 788 | 0.34% | 0.31% | 329 | +348 | 3.23% | Q1 2026 | May 01, 2026 |
| Asempa Wealth Advisors | History | Added to | 10,704 | 786 | 0.68% | 0.39% | 330 | +3,773 | 54.44% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | New | 11,033 | 781 | 0.0% | — | 331 | +11,033 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,452 | 773 | 0.0% | 0.0% | 332 | -3,002 | -22.31% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,561 | 748 | 0.07% | 0.02% | 333 | +7,352 | 229.11% | Q1 2026 | Apr 30, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 10,483 | 742 | 0.17% | 0.06% | 334 | +6,215 | 145.62% | Q1 2026 | Apr 28, 2026 |
| Members Advisory Group LLC | History | New | 10,454 | 740 | 0.25% | — | 335 | +10,454 | New | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 10,061 | 739 | 0.12% | 0.08% | 336 | +3,115 | 44.85% | Q1 2026 | Apr 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 10,300 | 729 | 0.22% | 0.2% | 337 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,265 | 727 | 0.0% | 0.0% | 338 | +1,372 | 15.43% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,144 | 718 | 0.04% | 0.03% | 339 | +1,280 | 14.44% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,886 | 700 | 0.01% | 0.01% | 340 | +2,748 | 38.5% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 9,715 | 688 | 0.01% | 0.01% | 341 | +40 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,462 | 677 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 9,453 | 669 | 0.42% | — | 343 | +9,453 | New | Q1 2026 | Apr 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,441 | 668 | 0.01% | 0.0% | 344 | +5,925 | 168.52% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,134 | 647 | 0.02% | 0.02% | 345 | +1,713 | 23.08% | Q1 2026 | Apr 20, 2026 |
| GatePass Capital, LLC | History | Added to | 8,998 | 637 | 0.3% | 0.15% | 346 | +4,523 | 101.07% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,745 | 619 | 0.03% | 0.03% | 347 | +494 | 5.99% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,667 | 613 | 0.0% | 0.0% | 348 | +4,455 | 105.77% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Management | History | Added to | 8,563 | 606 | 0.69% | 0.49% | 349 | +1,864 | 27.83% | Q1 2026 | Apr 22, 2026 |
| Sonoma Allocations LLC | History | New | 8,134 | 601 | 0.21% | — | 350 | +8,134 | New | Q1 2026 | May 19, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,469 | 599 | 0.03% | — | 351 | +8,469 | New | Q1 2026 | Apr 16, 2026 |
| Portside Wealth Group, LLC | History | Added to | 8,444 | 598 | 0.08% | 0.06% | 352 | +2,024 | 31.53% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,432 | 597 | 0.52% | 0.28% | 353 | +3,549 | 72.68% | Q1 2026 | May 04, 2026 |
| Vectors Research Management, LLC | History | New | 8,399 | 594 | 0.17% | — | 355 | +8,399 | New | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 8,392 | 594 | 0.0% | 0.0% | 354 | +3,038 | 56.74% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 8,378 | 593 | 0.0% | 0.0% | 356 | +3,038 | 56.89% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 8,335 | 590 | 0.01% | 0.0% | 357 | +3,089 | 58.88% | Q1 2026 | May 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 8,167 | 578 | 0.17% | 0.06% | 358 | +5,017 | 159.27% | Q1 2026 | Apr 24, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 8,114 | 574 | 0.14% | — | 360 | +8,114 | New | Q1 2026 | May 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 8,115 | 574 | 0.3% | 0.21% | 359 | +2,756 | 51.43% | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 8,071 | 571 | 0.13% | 0.07% | 361 | +3,431 | 73.94% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 8,475 | 564 | 0.01% | 0.03% | 362 | -364 | -4.12% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 8,692 | 563 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,930 | 561 | 0.0% | — | 367 | +7,930 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,930 | 561 | 0.0% | 0.0% | 364 | +7,871 | 13340.68% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,923 | 561 | 0.0% | 0.01% | 365 | -3,242 | -29.04% | Q1 2026 | May 01, 2026 |
| Walker Asset Management, LLC | History | Added to | 7,928 | 561 | 0.3% | 0.25% | 366 | +685 | 9.46% | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 7,881 | 558 | 0.16% | 0.09% | 368 | +3,032 | 62.53% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,844 | 555 | 0.01% | 0.01% | 369 | +3,763 | 92.21% | Q1 2026 | May 04, 2026 |
| Catalina Capital Group, LLC | History | Added to | 7,844 | 555 | 0.33% | 0.21% | 370 | +2,525 | 47.47% | Q1 2026 | Apr 23, 2026 |
| Archford Capital Strategies, LLC | History | New | 7,834 | 554 | 0.06% | — | 371 | +7,834 | New | Q1 2026 | Apr 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 7,755 | 549 | 0.32% | 0.28% | 372 | +312 | 4.19% | Q1 2026 | May 11, 2026 |
| FWG Investments, LLC. | History | Added to | 7,686 | 544 | 0.35% | 0.2% | 373 | +2,854 | 59.06% | Q1 2026 | Apr 21, 2026 |
| Index Technologies Group LLC | History | Added to | 7,681 | 544 | 0.59% | 0.51% | 374 | +161 | 2.14% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | New | 7,670 | 543 | 0.0% | — | 375 | +7,670 | New | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | Reduced | 7,645 | 541 | 0.12% | 0.13% | 376 | -1,245 | -14.0% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | New | 7,555 | 535 | 0.06% | — | 378 | +7,555 | New | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 7,562 | 535 | 0.04% | 0.04% | 377 | -233 | -2.99% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,546 | 534 | 0.02% | 0.02% | 379 | -454 | -5.68% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 7,503 | 531 | 0.16% | 0.47% | 380 | -26,490 | -77.93% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | New | 7,495 | 530 | 0.03% | — | 381 | +7,495 | New | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,470 | 529 | 0.01% | 0.01% | 382 | +1,196 | 19.06% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,379 | 522 | 0.0% | 0.01% | 383 | -16,456 | -69.04% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 7,280 | 515 | 0.01% | 0.01% | 384 | +681 | 10.32% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,255 | 513 | 0.03% | 0.02% | 385 | +2,332 | 47.37% | Q1 2026 | Apr 13, 2026 |
| Family Office Research LLC | History | Added to | 7,055 | 510 | 0.22% | 0.12% | 386 | +2,470 | 53.87% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | New | 7,171 | 507 | 0.02% | — | 387 | +7,171 | New | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 7,125 | 504 | 0.34% | 0.14% | 388 | +3,943 | 123.92% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,983 | 494 | 0.02% | — | 389 | +6,983 | New | Q1 2026 | May 15, 2026 |
| MKT Advisors LLC | History | Added to | 6,628 | 489 | 0.16% | 0.14% | 390 | +708 | 11.96% | Q1 2026 | Apr 10, 2026 |
| Activest Wealth Management | History | New | 6,876 | 487 | 0.09% | — | 391 | +6,876 | New | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 6,857 | 485 | 0.0% | 0.0% | 392 | -154 | -2.2% | Q1 2026 | May 14, 2026 |
| RDA Financial Network | History | Added to | 6,812 | 482 | 0.12% | 0.05% | 393 | +3,568 | 109.99% | Q1 2026 | Apr 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 6,767 | 479 | 0.01% | — | 394 | +6,767 | New | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,437 | 477 | 0.03% | 0.04% | 395 | -3,374 | -34.39% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | New | 6,968 | 475 | 0.0% | — | 397 | +6,968 | New | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 6,707 | 475 | 0.03% | 0.02% | 396 | +1,507 | 28.98% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 6,537 | 463 | 0.03% | — | 399 | +6,537 | New | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,543 | 463 | 0.0% | 0.0% | 398 | +443 | 7.26% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Reduced | 6,507 | 460 | 0.04% | 0.2% | 400 | -26,626 | -80.36% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,464 | 457 | 0.17% | — | 402 | +6,464 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 6,464 | 457 | 0.17% | 0.16% | 401 | +83 | 1.3% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 6,434 | 455 | 0.0% | — | 403 | +6,434 | New | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,403 | 453 | 0.02% | 0.01% | 404 | +129 | 2.06% | Q1 2026 | May 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 6,336 | 448 | 0.47% | — | 405 | +6,336 | New | Q1 2026 | May 13, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,275 | 444 | 0.18% | 0.15% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 6,194 | 438 | 0.16% | 0.14% | 407 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 6,146 | 435 | 0.0% | — | 408 | +6,146 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,101 | 432 | 0.05% | 0.03% | 409 | +1,226 | 25.15% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 6,079 | 430 | 0.03% | — | 411 | +6,079 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 6,070 | 430 | 0.0% | 0.0% | 410 | +1,655 | 37.49% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,625 | 429 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,047 | 428 | 0.0% | 0.0% | 414 | +2,769 | 84.47% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 6,051 | 428 | 0.02% | 0.01% | 413 | +833 | 15.96% | Q1 2026 | May 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 6,031 | 427 | 0.28% | 0.23% | 415 | +20 | 0.33% | Q1 2026 | Apr 16, 2026 |
| BAM Wealth Management, LLC | History | Added to | 5,991 | 424 | 0.32% | 0.25% | 416 | +608 | 11.29% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,980 | 423 | 0.02% | 0.02% | 417 | +1,257 | 26.61% | Q1 2026 | May 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 5,947 | 421 | 0.22% | 0.11% | 418 | +2,753 | 86.19% | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 5,949 | 421 | 0.19% | 0.17% | 419 | +267 | 4.7% | Q1 2026 | Apr 24, 2026 |
| HUB Investment Partners, LLC | History | New | 5,933 | 420 | 0.01% | — | 420 | +5,933 | New | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | Added to | 5,912 | 418 | 0.05% | 0.03% | 421 | +370 | 6.68% | Q1 2026 | May 11, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 5,912 | 418 | 0.36% | 0.34% | 422 | -20 | -0.34% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | New | 5,869 | 415 | 0.05% | — | 423 | +5,869 | New | Q1 2026 | Apr 28, 2026 |
| Fox Hill Wealth Management | History | Added to | 5,854 | 414 | 0.2% | 0.17% | 424 | +140 | 2.45% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,046 | 412 | 0.01% | 0.01% | 425 | +1,545 | 34.33% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | Added to | 5,715 | 404 | 1.84% | 0.95% | 426 | +2,553 | 80.74% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 5,700 | 403 | 0.0% | — | 427 | +5,700 | New | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 5,639 | 399 | 0.06% | 0.06% | 428 | +119 | 2.16% | Q1 2026 | Apr 29, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 6,157 | 398 | 0.25% | 0.25% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | New | 5,547 | 392 | 0.02% | — | 430 | +5,547 | New | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,487 | 388 | 0.0% | — | 432 | +5,487 | New | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | New | 5,471 | 388 | 0.0% | — | 431 | +5,471 | New | Q1 2026 | May 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 5,426 | 384 | 0.19% | 0.17% | 433 | +787 | 16.96% | Q1 2026 | Apr 27, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 5,373 | 380 | 0.18% | 0.14% | 434 | +1,197 | 28.66% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,280 | 374 | 0.0% | — | 435 | +5,280 | New | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 5,007 | 373 | 0.11% | 0.08% | 436 | +1,250 | 33.27% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,209 | 369 | 0.01% | 0.01% | 437 | +622 | 13.56% | Q1 2026 | Apr 21, 2026 |
| Capital CS Group, LLC | History | New | 5,191 | 367 | 0.76% | — | 438 | +5,191 | New | Q1 2026 | May 13, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,165 | 365 | 0.1% | 0.08% | 439 | +747 | 16.91% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | New | 5,141 | 364 | 0.02% | — | 441 | +5,141 | New | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,143 | 364 | 0.01% | 0.01% | 440 | -664 | -11.43% | Q1 2026 | May 07, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | New | 5,087 | 360 | 0.19% | — | 442 | +5,087 | New | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Added to | 5,057 | 358 | 0.02% | 0.01% | 443 | +14 | 0.28% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 5,050 | 357 | 0.01% | — | 445 | +5,050 | New | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,047 | 357 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,026 | 356 | 0.0% | 0.0% | 446 | +1,000 | 24.84% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,000 | 354 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 4,911 | 347 | 0.0% | 0.0% | 448 | +1,679 | 51.95% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 4,898 | 346 | 0.13% | 0.1% | 449 | +941 | 23.78% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,847 | 343 | 0.02% | 0.03% | 450 | +1,241 | 34.41% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,831 | 342 | 0.02% | 0.02% | 451 | +1,510 | 45.47% | Q1 2026 | Apr 17, 2026 |
| Centurion Wealth Management LLC | History | New | 4,677 | 331 | 0.07% | — | 452 | +4,677 | New | Q1 2026 | Apr 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,631 | 328 | 0.2% | 0.17% | 453 | +24 | 0.52% | Q1 2026 | Apr 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 4,614 | 326 | 0.14% | 0.09% | 454 | +1,516 | 48.93% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,587 | 324 | 0.02% | — | 455 | +4,587 | New | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | New | 4,470 | 316 | 0.0% | — | 456 | +4,470 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | New | 4,442 | 314 | 0.0% | — | 457 | +4,442 | New | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | New | 4,393 | 311 | 0.04% | — | 458 | +4,393 | New | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | New | 4,386 | 310 | 0.01% | — | 459 | +4,386 | New | Q1 2026 | May 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 4,293 | 304 | 0.04% | — | 460 | +4,293 | New | Q1 2026 | May 13, 2026 |
| APS Management Group, Inc. | History | New | 4,278 | 303 | 0.26% | — | 461 | +4,278 | New | Q1 2026 | Apr 15, 2026 |
| Resurgent Financial Advisors LLC | History | New | 4,182 | 296 | 0.11% | — | 462 | +4,182 | New | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | New | 4,175 | 295 | 0.0% | — | 463 | +4,175 | New | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | New | 4,138 | 293 | 0.28% | — | 464 | +4,138 | New | Q1 2026 | Apr 02, 2026 |
| Worth Asset Management, LLC | History | Added to | 4,118 | 291 | 0.11% | 0.11% | 465 | +30 | 0.73% | Q1 2026 | Apr 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 4,105 | 290 | 0.03% | — | 466 | +4,105 | New | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | New | 4,085 | 289 | 0.02% | — | 467 | +4,085 | New | Q1 2026 | May 07, 2026 |
| ZEGA Investments, LLC | History | New | 4,056 | 287 | 0.03% | — | 469 | +4,056 | New | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,059 | 287 | 0.01% | 0.01% | 468 | +1,702 | 72.21% | Q1 2026 | Apr 28, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,045 | 286 | 0.08% | 0.06% | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 4,008 | 283 | 0.02% | 0.02% | 471 | +13 | 0.33% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 3,978 | 281 | 0.04% | 0.03% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Advisors LLC | History | New | 3,940 | 279 | 0.05% | — | 473 | +3,940 | New | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,938 | 278 | 0.0% | 0.0% | 474 | +184 | 4.9% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,905 | 276 | 0.02% | — | 475 | +3,905 | New | Q1 2026 | May 12, 2026 |
| ETF Store, Inc. | History | Added to | 3,891 | 275 | 0.27% | 0.21% | 477 | +679 | 21.14% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,883 | 275 | 0.02% | 0.02% | 476 | +169 | 4.55% | Q1 2026 | Apr 14, 2026 |
| MSH Capital Advisors LLC | History | New | 3,877 | 274 | 0.06% | — | 478 | +3,877 | New | Q1 2026 | May 08, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 3,817 | 270 | 0.18% | 0.16% | 479 | +66 | 1.76% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | New | 3,742 | 265 | 0.01% | — | 481 | +3,742 | New | Q1 2026 | Apr 27, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 3,746 | 265 | 0.02% | 0.02% | 480 | +403 | 12.06% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,712 | 262 | 0.0% | 0.0% | 482 | -9,357 | -71.6% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,644 | 258 | 0.0% | 0.0% | 483 | +25 | 0.69% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 3,605 | 255 | 0.01% | — | 484 | +3,605 | New | Q1 2026 | May 18, 2026 |
| Copia Wealth Management | History | Reduced | 3,434 | 243 | 0.17% | 0.17% | 485 | -173 | -4.8% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 3,372 | 238 | 0.02% | — | 486 | +3,372 | New | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,357 | 237 | 0.01% | 0.01% | 487 | -477 | -12.44% | Q1 2026 | May 08, 2026 |
| Alta Wealth Advisors LLC | History | New | 3,310 | 234 | 0.08% | — | 488 | +3,310 | New | Q1 2026 | May 04, 2026 |
| Berbice Capital Management LLC | History | New | 3,288 | 232 | 0.15% | — | 489 | +3,288 | New | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Added to | 3,240 | 229 | 0.15% | 0.06% | 490 | +2,301 | 245.05% | Q1 2026 | May 07, 2026 |
| Ignite Planners, LLC | History | No change | 3,190 | 225 | 0.03% | 0.04% | 491 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Integrity Wealth Solutions LLC | History | New | 3,149 | 223 | 0.09% | — | 493 | +3,149 | New | Q1 2026 | May 04, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 3,249 | 223 | 0.0% | 0.0% | 492 | +350 | 12.07% | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | New | 2,941 | 218 | 0.11% | — | 495 | +2,941 | New | Q1 2026 | Apr 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,079 | 218 | 0.01% | 0.01% | 494 | -64 | -2.04% | Q1 2026 | Apr 30, 2026 |
| E&G Advisors, LP | History | New | 3,060 | 216 | 0.05% | — | 497 | +3,060 | New | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | New | 3,055 | 216 | 0.01% | — | 496 | +3,055 | New | Q1 2026 | May 04, 2026 |
| Willow Financial LLC | History | Reduced | 3,043 | 215 | 0.22% | 2.19% | 498 | -30,190 | -90.84% | Q1 2026 | Apr 21, 2026 |
| Mosaic Advisors LLC | History | New | 3,192 | 215 | 0.32% | — | 499 | +3,192 | New | Q1 2026 | May 04, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 3,010 | 213 | 0.22% | — | 500 | +3,010 | New | Q1 2026 | Apr 23, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 2,960 | 209 | 0.02% | 0.03% | 501 | -400 | -11.9% | Q1 2026 | Apr 17, 2026 |
| Straight Path Wealth Management | History | New | 2,900 | 205 | 0.05% | — | 502 | +2,900 | New | Q1 2026 | Apr 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 2,898 | 205 | 0.21% | — | 503 | +2,898 | New | Q1 2026 | Apr 23, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | New | 3,000 | 204 | 0.07% | — | 504 | +3,000 | New | Q1 2026 | May 11, 2026 |
| Centerpoint Advisory Group | History | New | 2,845 | 201 | 0.15% | — | 505 | +2,845 | New | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,670 | 189 | 0.0% | — | 506 | +2,670 | New | Q1 2026 | Apr 29, 2026 |
| Advocate Investing Services LLC | History | New | 2,500 | 177 | 0.15% | — | 507 | +2,500 | New | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | New | 2,433 | 172 | 0.0% | — | 508 | +2,433 | New | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 2,287 | 161 | 0.01% | 0.0% | 509 | +185 | 8.8% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 2,263 | 160 | 0.01% | 0.0% | 510 | +278 | 14.01% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,233 | 158 | 0.1% | 0.09% | 511 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,179 | 154 | 0.04% | — | 512 | +2,179 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 2,167 | 153 | 0.0% | 0.0% | 513 | +1,993 | 1145.4% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,118 | 150 | 0.0% | 0.0% | 514 | +1,960 | 1240.51% | Q1 2026 | May 08, 2026 |
| PeakShares LLC | History | New | 1,973 | 139 | 0.13% | — | 515 | +1,973 | New | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,928 | 136 | 0.02% | 0.01% | 516 | +526 | 37.52% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,898 | 134 | 0.05% | 0.04% | 518 | +6 | 0.32% | Q1 2026 | Apr 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,803 | 134 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 1,882 | 133 | 0.0% | 0.0% | 519 | +562 | 42.58% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,848 | 130 | 0.04% | 0.09% | 520 | -1,578 | -46.06% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,848 | 130 | 0.04% | 0.02% | 521 | +1,075 | 139.07% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 1,819 | 128 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Street Group, LTD | History | New | 1,781 | 126 | 0.04% | — | 523 | +1,781 | New | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,695 | 124 | 0.01% | 0.0% | 524 | +731 | 75.83% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | No change | 1,741 | 123 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,681 | 119 | 0.0% | 0.0% | 526 | +181 | 12.07% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | New | 1,596 | 101 | 0.07% | — | 527 | +1,596 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,442 | 99 | 0.0% | 0.0% | 528 | +124 | 9.41% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,346 | 95 | 0.0% | 0.0% | 529 | +4 | 0.3% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 1,340 | 94 | 0.01% | 0.01% | 530 | +340 | 34.0% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,265 | 92 | 0.0% | 0.0% | 531 | +91 | 7.75% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,200 | 85 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,171 | 82 | 0.0% | 0.0% | 533 | +558 | 91.03% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | No change | 1,037 | 73 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,022 | 72 | 0.01% | 0.01% | 535 | +446 | 77.43% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | New | 955 | 70 | 0.01% | — | 536 | +955 | New | Q1 2026 | May 11, 2026 |
| POM Investment Strategies, LLC | History | No change | 933 | 66 | 0.08% | 0.03% | 537 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 829 | 58 | 0.01% | — | 539 | +829 | New | Q1 2026 | Apr 29, 2026 |
| Wells Financial Advisors INC | History | No change | 831 | 58 | 0.26% | 0.1% | 538 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 793 | 56 | 0.04% | 0.03% | 541 | +288 | 57.03% | Q1 2026 | Apr 27, 2026 |
| North Star Investment Management Corp. | History | No change | 800 | 56 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 750 | 53 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 743 | 52 | 0.0% | 0.0% | 543 | -1,345 | -64.42% | Q1 2026 | May 11, 2026 |
| First PREMIER Bank | History | No change | 650 | 46 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Northwest Capital Management Inc | History | No change | 696 | 45 | 0.2% | 0.2% | 545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Premier Financial Group | History | New | 570 | 42 | 0.01% | — | 548 | +570 | New | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Reduced | 601 | 42 | 0.01% | 0.01% | 546 | -338 | -36.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 594 | 42 | 0.04% | 0.02% | 547 | +174 | 41.43% | Q1 2026 | May 06, 2026 |
| ADIRONDACK TRUST CO | History | New | 564 | 39 | 0.01% | — | 549 | +564 | New | Q1 2026 | Apr 03, 2026 |
| First Command Advisory Services, Inc. | History | No change | 539 | 38 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | New | 535 | 37 | 0.02% | — | 551 | +535 | New | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 502 | 35 | 0.02% | 0.02% | 552 | +52 | 11.56% | Q1 2026 | May 13, 2026 |
| Financially Speaking Inc | History | New | 489 | 34 | 0.17% | — | 553 | +489 | New | Q1 2026 | Apr 07, 2026 |
| Financial Life Planners | History | New | 370 | 26 | 0.02% | — | 555 | +370 | New | Q1 2026 | Apr 24, 2026 |
| LGT Financial Advisors LLC | History | Added to | 372 | 26 | 0.13% | 0.06% | 554 | +231 | 163.83% | Q1 2026 | Apr 28, 2026 |
| Pacifica Partners Inc. | History | No change | 360 | 25 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARCLAYS PLC | History | Reduced | 300 | 21 | 0.0% | 0.0% | 557 | -8,379 | -96.54% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 271 | 19 | 0.01% | 0.01% | 558 | +1 | 0.37% | Q1 2026 | Apr 20, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 255 | 18 | 0.01% | — | 562 | +255 | New | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 261 | 18 | 0.0% | 0.0% | 560 | +30 | 12.99% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 264 | 18 | 0.01% | 0.01% | 561 | +13 | 5.18% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 284 | 18 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | Added to | 251 | 17 | 0.0% | 0.0% | 565 | +101 | 67.33% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 234 | 17 | 0.0% | 0.0% | 564 | +2 | 0.86% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 235 | 17 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | New | 219 | 15 | 0.0% | — | 568 | +219 | New | Q1 2026 | Apr 24, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 223 | 15 | 0.02% | 0.01% | 567 | +94 | 72.87% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 200 | 14 | 0.04% | 0.02% | 569 | -5,397 | -96.43% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 200 | 14 | 0.0% | — | 571 | +200 | New | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 199 | 14 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 193 | 13 | 0.0% | 0.0% | 574 | +123 | 175.71% | Q1 2026 | May 05, 2026 |
| Team Financial Group, LLC | History | Added to | 184 | 13 | 0.01% | 0.0% | 572 | +48 | 35.29% | Q1 2026 | May 01, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 193 | 13 | 0.0% | 0.0% | 573 | -5 | -2.53% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 179 | 12 | 0.0% | 0.0% | 575 | +88 | 96.7% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 160 | 11 | 0.0% | — | 576 | +160 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 154 | 10 | 0.0% | 0.0% | 578 | -29 | -15.85% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 140 | 9 | 0.0% | 0.0% | 579 | +90 | 180.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 123 | 8 | 0.0% | — | 580 | +123 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 120 | 8 | 0.0% | — | 581 | +120 | New | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | New | 101 | 7 | 0.0% | — | 586 | +101 | New | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 100 | 7 | 0.0% | — | 584 | +100 | New | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 100 | 7 | 0.0% | — | 585 | +100 | New | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Co / SC | History | New | 100 | 7 | 0.0% | — | 587 | +100 | New | Q1 2026 | May 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | New | 90 | 6 | 0.0% | — | 588 | +90 | New | Q1 2026 | Apr 10, 2026 |
| Portus Wealth Advisors, LLC | History | New | 86 | 6 | 0.01% | — | 589 | +86 | New | Q1 2026 | Apr 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 80 | 5 | 0.0% | — | 592 | +80 | New | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, LLC | History | Added to | 80 | 5 | 0.0% | 0.0% | 591 | +19 | 31.15% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 65 | 4 | 0.0% | 0.03% | 594 | -935 | -93.5% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 65 | 4 | 0.0% | 0.0% | 593 | +20 | 44.44% | Q1 2026 | Apr 28, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 51 | 3 | 0.0% | 0.01% | 595 | -50 | -49.5% | Q1 2026 | Apr 24, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 45 | 3 | 0.0% | — | 596 | +45 | New | Q1 2026 | May 04, 2026 |
| Hughes Financial Services, LLC | History | New | 35 | 2 | 0.0% | — | 602 | +35 | New | Q1 2026 | Apr 29, 2026 |
| Roble, Belko & Company, Inc | History | New | 29 | 2 | 0.0% | — | 601 | +29 | New | Q1 2026 | Apr 16, 2026 |
| Strive Financial Group ,LLC | History | Added to | 27 | 2 | 0.0% | — | 600 | +19 | 237.5% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 29 | 2 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Westend Capital Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| New England Capital Financial Advisors LLC | History | New | 25 | 1 | 0.0% | — | 610 | +25 | New | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | New | 25 | 1 | 0.0% | — | 611 | +25 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | New | 24 | 1 | 0.0% | — | 606 | +24 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22 | 1 | 0.0% | — | 608 | +22 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | New | 20 | 1 | 0.0% | — | 607 | +20 | New | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | New | 20 | 1 | 0.0% | — | 609 | +20 | New | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 28 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -375,784 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -330,671 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -98,294 | -100.0% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -28,311 | -100.0% | Q1 2026 | Apr 27, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.59% | — | -19,145 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,486 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Premier Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -6,766 | -100.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,397 | -100.0% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,899 | -100.0% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,467 | -100.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,773 | -100.0% | Q1 2026 | May 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,407 | -100.0% | Q1 2026 | May 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,721 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -92 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |