Sunoco LP - SUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Reduced | 24,671,391 | 1,602,900 | 7.54% | 7.59% | 1 | -184,874 | -0.74% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 8,857,392 | 575,464 | 0.09% | 0.07% | 2 | +10,713 | 0.12% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,528,643 | 359,195 | 0.04% | 0.04% | 3 | -333,045 | -5.68% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 3,637,014 | 236,296 | 0.01% | 0.0% | 4 | +1,788,677 | 96.77% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,226,334 | 209,614 | 0.28% | 0.24% | 5 | +145,299 | 4.72% | Q1 2026 | May 15, 2026 |
| Energy Income Partners, LLC | History | Reduced | 1,901,251 | 123,524 | 1.99% | 1.86% | 6 | -54,644 | -2.79% | Q1 2026 | May 15, 2026 |
| COOPERMAN LEON G | History | No change | 1,620,000 | 105,251 | 3.45% | 2.82% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,504,690 | 99,791 | 0.01% | 0.01% | 8 | -121,588 | -7.48% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,111,826 | 72,235 | 0.0% | 0.01% | 9 | -527,594 | -32.18% | Q1 2026 | May 15, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 1,027,877 | 66,781 | 4.02% | 2.63% | 10 | +349,254 | 51.47% | Q1 2026 | May 15, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 972,935 | 63,211 | 4.4% | 3.68% | 11 | +247,569 | 34.13% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 959,732 | 62,353 | 0.01% | 0.01% | 12 | -7,150 | -0.74% | Q1 2026 | May 05, 2026 |
| Blackstone Inc. | History | Reduced | 894,358 | 58,106 | 0.23% | 0.5% | 13 | -1,540,236 | -63.26% | Q1 2026 | May 15, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 816,233 | 53,030 | 1.45% | 1.09% | 14 | +126,964 | 18.42% | Q1 2026 | Apr 20, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 815,498 | 52,982 | 0.55% | 0.53% | 15 | +14,833 | 1.85% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 794,590 | 51,624 | 0.01% | 0.01% | 16 | +212,450 | 36.49% | Q1 2026 | May 14, 2026 |
| Fractal Investments LLC | History | No change | 616,542 | 40,056 | 4.74% | 4.51% | 17 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOWEN HANES & CO INC | History | No change | 600,000 | 38,982 | 0.95% | 0.79% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 576,447 | 37,451 | 0.03% | 0.02% | 19 | -11,682 | -1.99% | Q1 2026 | May 14, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 565,822 | 36,761 | 4.12% | 3.94% | 20 | -5,725 | -1.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 560,804 | 36,435 | 0.0% | 0.0% | 21 | -102,590 | -15.46% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 383,853 | 24,938 | 0.01% | 0.01% | 22 | +1,332 | 0.35% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 328,315 | 21,330 | 0.02% | 0.01% | 23 | +210,515 | 178.71% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 244,569 | 15,889 | 0.0% | 0.0% | 24 | +149,269 | 156.63% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 238,569 | 15,499 | 0.01% | 0.0% | 25 | +31,713 | 15.33% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 223,259 | 14,505 | 0.0% | 0.0% | 26 | +21,899 | 10.88% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 204,609 | 13,293 | 0.0% | 0.0% | 27 | +49,589 | 31.99% | Q1 2026 | May 15, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 203,093 | 13,195 | 0.47% | 0.49% | 28 | -24,205 | -10.65% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 199,200 | 12,942 | 0.0% | 0.0% | 29 | +6,200 | 3.21% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 190,474 | 12,375 | 0.0% | 0.0% | 30 | +12,806 | 7.21% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 177,210 | 11,513 | 0.0% | 0.0% | 31 | -1,913 | -1.07% | Q1 2026 | May 06, 2026 |
| ING GROEP NV | History | New | 164,000 | 10,655 | 0.07% | — | 32 | +164,000 | New | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 154,713 | 10,051 | 0.05% | 0.04% | 33 | +25,403 | 19.65% | Q1 2026 | May 05, 2026 |
| Kercheville Advisors, LLC | History | Added to | 154,085 | 10,010 | 3.2% | 2.3% | 34 | +2 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 144,370 | 9,379 | 0.22% | 0.23% | 35 | -26,001 | -15.26% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 141,443 | 9,189 | 0.01% | — | 36 | +141,443 | New | Q1 2026 | May 12, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 140,200 | 9,108 | 0.33% | 0.27% | 37 | -4,900 | -3.38% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 138,519 | 8,999 | 0.05% | — | 38 | +138,519 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 136,600 | 8,874 | 0.02% | — | 39 | +136,600 | New | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 133,146 | 8,650 | 0.25% | 0.21% | 40 | +2,450 | 1.87% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 132,058 | 8,579 | 0.06% | 0.05% | 41 | +6,607 | 5.27% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 120,598 | 7,835 | 0.06% | 0.05% | 42 | -6,081 | -4.8% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 115,729 | 7,518 | 0.0% | 0.0% | 43 | +58,087 | 100.77% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 142,135 | 7,449 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 90,000 | 5,847 | 0.41% | 0.38% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 88,626 | 5,758 | 0.09% | 0.08% | 46 | -11,738 | -11.7% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 83,743 | 5,440 | 0.0% | 0.0% | 47 | -109,575 | -56.68% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Reduced | 81,531 | 5,297 | 0.07% | 0.07% | 48 | -11,675 | -12.53% | Q1 2026 | May 15, 2026 |
| Corigliano Investment Advisers, LLC | History | New | 77,400 | 5,028 | 1.96% | — | 49 | +77,400 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 73,672 | 4,786 | 0.0% | 0.0% | 50 | +25,584 | 53.2% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 71,950 | 4,674 | 0.01% | 0.01% | 51 | +39,442 | 121.33% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 71,000 | 4,612 | 0.18% | 0.15% | 52 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Added to | 62,560 | 4,064 | 0.0% | 0.0% | 53 | +8,211 | 15.11% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 62,358 | 4,051 | 0.02% | 0.0% | 54 | +44,563 | 250.42% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 60,483 | 3,929 | 0.13% | 0.08% | 55 | -843 | -1.37% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,370 | 3,922 | 0.01% | 0.0% | 56 | +12,626 | 26.45% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 56,800 | 3,690 | 0.59% | 0.01% | 57 | +56,000 | 7000.0% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 56,075 | 3,643 | 0.06% | 0.05% | 58 | +1,753 | 3.23% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 53,224 | 3,458 | 0.0% | 0.0% | 59 | +21,679 | 68.72% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 51,790 | 3,364 | 0.0% | 0.0% | 60 | +3,938 | 8.23% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 50,730 | 3,269 | 0.07% | 0.06% | 61 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 48,559 | 3,154 | 0.48% | 0.32% | 62 | +9,885 | 25.56% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 47,140 | 3,062 | 0.01% | 0.01% | 63 | +19,615 | 71.26% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,360 | 2,882 | 0.01% | 0.0% | 64 | +4,051 | 10.05% | Q1 2026 | May 14, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 43,522 | 2,827 | 0.6% | 0.54% | 65 | +2,122 | 5.13% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 40,503 | 2,631 | 0.0% | 0.0% | 66 | -15,915 | -28.21% | Q1 2026 | May 13, 2026 |
| Barnett & Company, Inc. | History | No change | 39,583 | 2,571 | 2.0% | 1.67% | 67 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARK CIRCLE Co | History | No change | 36,350 | 2,361 | 2.19% | 1.65% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 36,334 | 2,360 | 0.0% | 0.0% | 69 | -1,928 | -5.04% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 35,058 | 2,277 | 0.1% | 0.03% | 70 | +20,318 | 137.84% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 34,610 | 2,248 | 0.0% | 0.0% | 71 | -6,720 | -16.26% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 34,335 | 2,230 | 0.02% | — | 72 | +34,335 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,651 | 2,056 | 0.0% | 0.0% | 73 | +2,130 | 7.22% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 38,800 | 2,033 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 30,652 | 1,991 | 0.0% | 0.0% | 75 | +574 | 1.91% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | No change | 30,500 | 1,981 | 0.16% | 0.13% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,970 | 1,882 | 0.0% | 0.0% | 77 | +3,614 | 14.25% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,501 | 1,851 | 0.0% | 0.0% | 78 | +4,878 | 20.65% | Q1 2026 | Apr 27, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 28,020 | 1,820 | 0.48% | 0.42% | 79 | -385 | -1.36% | Q1 2026 | May 11, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 27,200 | 1,767 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELCO Management Co., LLC | History | Reduced | 27,094 | 1,760 | 0.84% | 0.92% | 81 | -686 | -2.47% | Q1 2026 | Apr 23, 2026 |
| Crescent Grove Advisors, LLC | History | New | 26,869 | 1,745 | 0.17% | — | 82 | +26,869 | New | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,238 | 1,705 | 0.0% | 0.0% | 83 | -1,231 | -4.48% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,231 | 1,444 | 0.02% | 0.02% | 84 | -3,213 | -12.63% | Q1 2026 | Apr 22, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 21,880 | 1,421 | 0.94% | 0.8% | 85 | -900 | -3.95% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 21,600 | 1,403 | 0.0% | 0.01% | 86 | -53,300 | -71.16% | Q1 2026 | May 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Added to | 21,412 | 1,391 | 0.28% | 0.21% | 87 | +649 | 3.13% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | No change | 21,164 | 1,375 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,024 | 1,365 | 0.0% | 0.0% | 89 | +453 | 2.2% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,700 | 1,344 | 0.0% | 0.0% | 90 | -31,799 | -60.57% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 20,000 | 1,299 | 0.48% | 0.38% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,884 | 1,226 | 0.0% | 0.0% | 92 | -100 | -0.53% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 17,140 | 1,113 | 0.0% | 0.0% | 93 | +83 | 0.49% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 17,071 | 1,109 | 0.02% | 0.01% | 94 | +7,351 | 75.63% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,899 | 1,097 | 0.0% | 0.0% | 95 | +549 | 3.36% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,875 | 1,096 | 0.04% | 0.03% | 96 | -1,915 | -10.19% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Reduced | 16,813 | 1,092 | 0.0% | 0.0% | 97 | -98 | -0.58% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,569 | 1,076 | 0.03% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 15,100 | 981 | 0.23% | 0.25% | 99 | -200 | -1.31% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,068 | 978 | 0.0% | 0.0% | 100 | -780 | -4.92% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,664 | 952 | 0.02% | 0.02% | 101 | +331 | 2.31% | Q1 2026 | May 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 14,450 | 938 | 0.03% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 14,195 | 922 | 0.37% | 0.31% | 103 | +36 | 0.25% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,050 | 909 | 0.0% | 0.0% | 104 | -25,791 | -64.73% | Q1 2026 | Apr 08, 2026 |
| Caprock Group, LLC | History | Reduced | 13,276 | 862 | 0.02% | 0.02% | 105 | -1,150 | -7.97% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | No change | 13,106 | 851 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 12,893 | 837 | 0.02% | 0.02% | 107 | -79 | -0.61% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,462 | 810 | 0.0% | 0.0% | 108 | -538 | -4.14% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | No change | 12,183 | 791 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 11,745 | 763 | 0.51% | 0.42% | 110 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,568 | 751 | 0.03% | 0.03% | 111 | -56 | -0.48% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,458 | 744 | 0.04% | 0.04% | 112 | +5,774 | 101.58% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,177 | 726 | 0.02% | 0.01% | 113 | +575 | 5.42% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Added to | 11,075 | 719 | 0.06% | 0.05% | 114 | +480 | 4.53% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 109,719 | 710 | 0.04% | 0.02% | 115 | +100,100 | 1040.65% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,069 | 709 | 0.05% | 0.04% | 116 | -69 | -0.62% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 10,911 | 708 | 0.02% | 0.0% | 117 | +8,703 | 394.16% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,912 | 664 | 0.0% | 0.0% | 118 | +1,442 | 17.02% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,026 | 651 | 0.0% | 0.0% | 119 | +4,084 | 68.73% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,019 | 650 | 0.05% | 0.04% | 120 | +56 | 0.56% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,879 | 641 | 0.0% | 0.0% | 121 | -1,095 | -9.98% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 9,860 | 640 | 0.05% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 9,597 | 623 | 0.0% | 0.0% | 123 | +1,407 | 17.18% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 9,600 | 623 | 0.01% | 0.01% | 124 | +1,037 | 12.11% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,491 | 616 | 0.0% | 0.0% | 125 | -1,165 | -10.93% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,407 | 611 | 0.01% | 0.01% | 126 | +223 | 2.43% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,102 | 591 | 0.01% | 0.01% | 127 | -1,962 | -17.73% | Q1 2026 | Apr 14, 2026 |
| DAVIDSON TRUST CO | History | No change | 9,000 | 584 | 0.25% | 0.2% | 128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PSI Advisors, LLC | History | Reduced | 8,801 | 571 | 0.14% | 0.12% | 129 | -91 | -1.02% | Q1 2026 | May 14, 2026 |
| Cypress Capital Group | History | No change | 8,620 | 560 | 0.06% | 0.05% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 8,525 | 554 | 0.03% | — | 131 | +8,525 | New | Q1 2026 | May 08, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,500 | 552 | 0.11% | 0.09% | 132 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | Added to | 8,482 | 551 | 0.01% | 0.0% | 133 | +887 | 11.68% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,401 | 545 | 0.01% | 0.01% | 134 | -1,658 | -16.48% | Q1 2026 | Apr 07, 2026 |
| SFMG, LLC | History | Added to | 8,300 | 539 | 0.04% | 0.03% | 135 | +100 | 1.22% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,223 | 534 | 0.0% | 0.0% | 136 | -2,241 | -21.42% | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 8,211 | 533 | 0.01% | 0.01% | 137 | -980 | -10.66% | Q1 2026 | May 12, 2026 |
| Cohen Capital Management, Inc. | History | No change | 8,210 | 533 | 0.08% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Added to | 8,160 | 530 | 1.52% | 0.01% | 139 | +2,565 | 45.84% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | No change | 8,093 | 525 | 0.06% | 0.05% | 140 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,895 | 513 | 0.01% | 0.0% | 141 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 7,865 | 511 | 0.03% | 0.25% | 142 | -155 | -1.93% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 7,836 | 509 | 0.01% | 0.0% | 143 | +1,410 | 21.94% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,346 | 477 | 0.01% | 0.01% | 144 | -50 | -0.68% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,195 | 467 | 0.01% | 0.0% | 145 | +50 | 0.7% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,140 | 463 | 0.0% | 0.0% | 146 | +232 | 3.36% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 7,038 | 457 | 0.05% | 0.04% | 147 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,008 | 455 | 0.01% | 0.01% | 148 | +357 | 5.37% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 6,986 | 453 | 0.01% | 0.01% | 149 | +1,158 | 19.87% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,916 | 449 | 0.01% | 0.01% | 150 | +346 | 5.27% | Q1 2026 | May 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 6,878 | 446 | 0.09% | 0.05% | 151 | +5 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 6,840 | 444 | 0.0% | 0.01% | 152 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 6,796 | 441 | 0.11% | 0.1% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,562 | 426 | 0.05% | — | 154 | +6,562 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,397 | 415 | 0.0% | 0.0% | 156 | +49 | 0.77% | Q1 2026 | Apr 20, 2026 |
| Avid Wealth Partners LLC | History | No change | 6,398 | 415 | 0.2% | 0.16% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,262 | 406 | 0.01% | 0.01% | 157 | -3,496 | -35.83% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,186 | 401 | 0.0% | 0.0% | 158 | -9,724 | -61.12% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Reduced | 6,154 | 399 | 0.02% | 0.05% | 159 | -15,900 | -72.1% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 6,118 | 397 | 0.0% | — | 160 | +6,118 | New | Q1 2026 | May 13, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 6,039 | 392 | 0.44% | 0.35% | 161 | -83 | -1.36% | Q1 2026 | May 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 6,000 | 389 | 0.14% | 0.12% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | No change | 6,000 | 389 | 0.08% | 0.07% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,944 | 386 | 0.01% | 0.01% | 164 | +5 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | Added to | 5,827 | 378 | 0.01% | 0.01% | 165 | +168 | 2.97% | Q1 2026 | Apr 16, 2026 |
| Corps Capital Advisors, LLC | History | New | 5,725 | 371 | 0.32% | — | 167 | +5,725 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 5,714 | 371 | 0.02% | 0.01% | 166 | +13 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 5,707 | 370 | 0.0% | 0.0% | 168 | -483 | -7.8% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 5,680 | 369 | 0.23% | 0.18% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,617 | 364 | 0.02% | 0.02% | 170 | +384 | 7.34% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 5,495 | 357 | 0.0% | 0.0% | 171 | -150 | -2.66% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,497 | 357 | 0.04% | 0.03% | 173 | -39 | -0.7% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,500 | 357 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 5,264 | 342 | 0.01% | 0.01% | 174 | -130 | -2.41% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 4,867 | 339 | 0.05% | 0.05% | 175 | -90 | -1.82% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,216 | 338 | 0.01% | 0.01% | 176 | +58 | 1.12% | Q1 2026 | May 18, 2026 |
| Allworth Financial LP | History | Added to | 5,142 | 334 | 0.0% | 0.0% | 177 | +2 | 0.04% | Q1 2026 | May 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 5,000 | 325 | 0.28% | 0.21% | 178 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 4,958 | 322 | 0.13% | 0.12% | 179 | -517 | -9.44% | Q1 2026 | Apr 22, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,927 | 320 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 4,933 | 320 | 0.06% | 0.05% | 181 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,918 | 319 | 0.01% | 0.01% | 182 | -65 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Willis Investment Counsel | History | No change | 4,883 | 317 | 0.02% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | New | 4,871 | 316 | 0.02% | — | 184 | +4,871 | New | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | No change | 4,711 | 306 | 0.06% | 0.05% | 185 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,693 | 304 | 0.0% | 0.0% | 186 | -1,450 | -23.6% | Q1 2026 | May 08, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 4,679 | 303 | 0.16% | 0.13% | 187 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lee Financial Co | History | Added to | 4,530 | 294 | 0.04% | 0.03% | 188 | +206 | 4.76% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | No change | 4,439 | 288 | 0.01% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | New | 4,373 | 284 | 0.05% | — | 191 | +4,373 | New | Q1 2026 | May 11, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,380 | 284 | 0.13% | 0.11% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,348 | 282 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 4,307 | 279 | 0.06% | 0.05% | 193 | -231 | -5.09% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Added to | 4,263 | 276 | 0.05% | 0.03% | 195 | +6 | 0.14% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,256 | 276 | 0.04% | 0.04% | 194 | +3 | 0.07% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,980 | 258 | 0.0% | 0.0% | 196 | -1,641 | -29.19% | Q1 2026 | Apr 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 3,932 | 255 | 0.0% | — | 197 | +3,932 | New | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 3,905 | 253 | 0.01% | 0.01% | 198 | -679 | -14.81% | Q1 2026 | May 14, 2026 |
| First Trust Capital Management L.P. | History | No change | 3,858 | 250 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | New | 3,800 | 246 | 0.02% | — | 200 | +3,800 | New | Q1 2026 | Apr 28, 2026 |
| MONECO ADVISORS, LLC | History | New | 3,770 | 244 | 0.02% | — | 202 | +3,770 | New | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 3,764 | 244 | 0.0% | — | 201 | +3,764 | New | Q1 2026 | May 08, 2026 |
| Inscription Capital, LLC | History | New | 3,740 | 242 | 0.03% | — | 205 | +3,740 | New | Q1 2026 | Apr 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 3,732 | 242 | 0.04% | — | 204 | +3,732 | New | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,736 | 242 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | New | 3,716 | 241 | 0.04% | — | 206 | +3,716 | New | Q1 2026 | Apr 17, 2026 |
| Tyche Wealth Partners LLC | History | New | 3,705 | 240 | 0.04% | — | 208 | +3,705 | New | Q1 2026 | May 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 3,696 | 240 | 0.25% | — | 209 | +3,696 | New | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,706 | 240 | 0.0% | 0.0% | 207 | -637 | -14.67% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 3,654 | 237 | 0.04% | — | 210 | +3,654 | New | Q1 2026 | Apr 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,640 | 236 | 0.0% | — | 211 | +3,640 | New | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,556 | 231 | 0.02% | — | 212 | +3,556 | New | Q1 2026 | Apr 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 3,540 | 230 | 0.0% | — | 213 | +3,540 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 3,540 | 229 | 0.0% | — | 215 | +3,540 | New | Q1 2026 | Apr 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 4,384 | 229 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARR E S & CO | History | New | 3,500 | 227 | 0.01% | — | 216 | +3,500 | New | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,500 | 227 | 0.01% | — | 218 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | New | 3,250 | 227 | 0.02% | — | 217 | +3,250 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,142 | 217 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| XML Financial, LLC | History | Reduced | 3,300 | 214 | 0.02% | 0.02% | 220 | -2,428 | -42.39% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 3,284 | 213 | 0.11% | — | 221 | +3,284 | New | Q1 2026 | May 06, 2026 |
| Arrow Investment Advisors, LLC | History | New | 3,205 | 208 | 0.22% | — | 222 | +3,205 | New | Q1 2026 | May 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,171 | 206 | 0.01% | — | 223 | +3,171 | New | Q1 2026 | Apr 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 3,140 | 204 | 0.02% | — | 224 | +3,140 | New | Q1 2026 | Apr 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 194 | 0.02% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 2,964 | 192 | 0.02% | 0.02% | 226 | -200 | -6.32% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 2,835 | 184 | 0.0% | — | 227 | +2,835 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,779 | 180 | 0.0% | 0.0% | 228 | +1,126 | 68.12% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,707 | 175 | 0.0% | 0.0% | 229 | -6 | -0.22% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,666 | 173 | 0.01% | — | 230 | +2,666 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,704 | 156 | 0.01% | 0.0% | 231 | +1,076 | 14.11% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 2,324 | 150 | 0.08% | 0.13% | 232 | -1,765 | -43.16% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | Reduced | 2,209 | 143 | 0.09% | 0.08% | 233 | -196 | -8.15% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 2,119 | 137 | 0.01% | — | 234 | +2,119 | New | Q1 2026 | May 19, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 2,000 | 130 | 0.04% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,909 | 124 | 0.05% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,780 | 116 | 0.02% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,800 | 116 | 0.1% | 0.08% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,741 | 113 | 0.0% | 0.0% | 239 | +617 | 54.89% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,411 | 90 | 0.0% | 0.0% | 240 | -2,779 | -66.32% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,710 | 89 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 1,350 | 87 | 0.03% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,331 | 86 | 0.01% | 0.0% | 243 | +1,100 | 476.19% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,311 | 85 | 0.01% | 0.01% | 244 | -2 | -0.15% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,196 | 77 | 0.0% | — | 248 | +1,196 | New | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,198 | 77 | 0.0% | 0.0% | 245 | +868 | 263.03% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,200 | 77 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,200 | 77 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quent Capital, LLC | History | Added to | 1,075 | 69 | 0.0% | 0.0% | 249 | +385 | 55.8% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,027 | 66 | 0.0% | 0.0% | 250 | -1,450 | -58.54% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 1,022 | 66 | 0.01% | 0.01% | 252 | +15 | 1.49% | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | No change | 1,022 | 66 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 963 | 62 | 0.0% | 0.0% | 253 | -606 | -38.62% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 796 | 51 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 762 | 49 | 0.04% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 701 | 45 | 0.0% | 0.0% | 256 | +9 | 1.3% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | New | 678 | 43 | 0.0% | — | 257 | +678 | New | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 650 | 42 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 626 | 40 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | No change | 625 | 40 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 602 | 39 | 0.03% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 575 | 37 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | No change | 560 | 36 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Triumph Capital Management | History | No change | 500 | 32 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CNB Bank | History | No change | 500 | 32 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avalon Trust Co | History | No change | 500 | 32 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 500 | 32 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Reduced | 410 | 26 | 0.0% | 0.0% | 269 | -45 | -9.89% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 400 | 26 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 406 | 26 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 330 | 22 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 281 | 18 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 277 | 17 | 0.0% | 0.0% | 273 | -14 | -4.81% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 257 | 16 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 245 | 15 | 0.0% | 0.0% | 275 | +4 | 1.66% | Q1 2026 | May 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 235 | 15 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 224 | 14 | 0.01% | 0.0% | 278 | +48 | 27.27% | Q1 2026 | Apr 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 275 | 14 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 218 | 14 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 188 | 12 | 0.0% | 0.0% | 282 | -80 | -29.85% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | No change | 190 | 12 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 188 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | No change | 200 | 12 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | No change | 180 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 181 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 143 | 9 | 0.0% | 0.01% | 287 | -710 | -83.24% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 146 | 9 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 114 | 7 | 0.0% | — | 290 | +114 | New | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 108 | 7 | 0.0% | 0.0% | 289 | +2 | 1.89% | Q1 2026 | May 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 107 | 6 | 0.0% | — | 293 | +107 | New | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 100 | 6 | 0.01% | 0.01% | 292 | +2 | 2.04% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 93 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 80 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hilltop National Bank | History | No change | 80 | 5 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 76 | 4 | 0.0% | — | 298 | +76 | New | Q1 2026 | Apr 13, 2026 |
| True Link Financial Advisors, LLC | History | New | 63 | 4 | 0.0% | — | 299 | +63 | New | Q1 2026 | Apr 29, 2026 |
| Strategic Advocates LLC | History | Reduced | 56 | 3 | 0.01% | 0.06% | 301 | -4,120 | -98.66% | Q1 2026 | May 15, 2026 |