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 |