RBB FUND, INC. - TBIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 11,062,128 | 551,557 | 0.03% | 0.03% | 1 | +1,247,177 | 12.71% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 10,830,953 | 540,031 | 0.14% | 0.13% | 2 | +1,011,336 | 10.3% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,579,081 | 178,452 | 0.06% | 0.04% | 3 | +1,185,938 | 49.56% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,121,357 | 155,630 | 0.03% | 0.02% | 4 | +1,248,473 | 66.66% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,384,390 | 118,886 | 0.11% | 0.09% | 5 | +314,743 | 15.21% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,789,175 | 89,208 | 0.09% | 0.0% | 6 | +1,727,408 | 2796.65% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 1,398,165 | 69,712 | 3.21% | 3.03% | 7 | +69,316 | 5.22% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 1,210,006 | 60,330 | 0.65% | 0.06% | 8 | +1,158,816 | 2263.75% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,038,879 | 51,798 | 0.24% | 0.19% | 9 | +236,385 | 29.46% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,032,523 | 51,481 | 0.51% | 0.58% | 10 | -10,065 | -0.97% | Q1 2026 | May 12, 2026 |
| F/m Investments LLC | History | Added to | 911,142 | 45,424 | 3.02% | 1.52% | 11 | +108,714 | 13.55% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 897,548 | 44,751 | 0.51% | 0.07% | 12 | +774,049 | 626.77% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 849,566 | 42,376 | 0.09% | 0.13% | 13 | -1,005,767 | -54.21% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 832,583 | 41,512 | 1.03% | 1.4% | 14 | -233,813 | -21.93% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 786,140 | 39,196 | 0.05% | 0.06% | 15 | -69,860 | -8.16% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 777,872 | 38,798 | 0.25% | 0.07% | 16 | +561,771 | 259.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 761,639 | 37,975 | 0.01% | 0.01% | 17 | -152,703 | -16.7% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 697,000 | 34,752 | 0.01% | 0.1% | 18 | -16,000 | -2.24% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 688,894 | 34,348 | 0.01% | 0.01% | 19 | +9,230 | 1.36% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 619,227 | 30,874 | 0.25% | 0.11% | 20 | +441,322 | 248.07% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 618,778 | 30,852 | 0.09% | 0.15% | 21 | -635,054 | -50.65% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 559,497 | 27,896 | 0.14% | 0.09% | 22 | +224,969 | 67.25% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 472,758 | 23,571 | 0.63% | 0.01% | 23 | +464,092 | 5355.32% | Q1 2026 | May 11, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 458,779 | 22,874 | 2.8% | 1.53% | 24 | +197,394 | 75.52% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 444,339 | 22,154 | 0.02% | 0.02% | 25 | +34,639 | 8.45% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 444,060 | 22,140 | 0.03% | 0.06% | 26 | -607,908 | -57.79% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 418,273 | 20,855 | 0.0% | 0.0% | 27 | +205,667 | 96.74% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 415,367 | 20,710 | 0.31% | 0.11% | 28 | +269,733 | 185.21% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 410,021 | 20,443 | 0.08% | 0.04% | 29 | +192,913 | 88.86% | Q1 2026 | Apr 30, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 391,225 | 19,506 | 2.27% | 6.35% | 30 | -601,649 | -60.6% | Q1 2026 | Apr 13, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 390,826 | 19,486 | 1.81% | 1.6% | 31 | +64,226 | 19.67% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 387,986 | 19,345 | 0.05% | 0.07% | 32 | -118,144 | -23.34% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 378,955 | 18,894 | 0.37% | 0.42% | 33 | -49,974 | -11.65% | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 347,872 | 17,344 | 0.07% | 0.08% | 34 | -41,151 | -10.58% | Q1 2026 | May 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 331,021 | 16,504 | 3.1% | 2.86% | 35 | +186,366 | 128.83% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Added to | 320,751 | 15,992 | 0.03% | 0.01% | 36 | +219,323 | 216.24% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 305,978 | 15,256 | 0.01% | 0.01% | 37 | +155,106 | 102.81% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 301,437 | 15,029 | 0.01% | 0.02% | 38 | -453,334 | -60.06% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 300,070 | 14,961 | 5.59% | — | 40 | +300,070 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 300,070 | 14,961 | 5.59% | 0.09% | 39 | +295,445 | 6388.0% | Q1 2026 | Apr 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 285,774 | 14,248 | 0.45% | 0.54% | 41 | -13,321 | -4.45% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 277,897 | 13,856 | 0.11% | 0.08% | 42 | +76,917 | 38.27% | Q1 2026 | May 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 275,302 | 13,726 | 6.49% | 5.52% | 43 | +46,821 | 20.49% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 259,371 | 12,932 | 0.02% | 0.01% | 44 | +69,361 | 36.5% | Q1 2026 | May 14, 2026 |
| Generation Capital Management LLC | History | Reduced | 258,647 | 12,896 | 9.42% | 8.43% | 45 | -2,046 | -0.78% | Q1 2026 | May 08, 2026 |
| Wealthquest Corp | History | No change | 250,202 | 12,480 | 0.94% | 0.94% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 238,775 | 11,905 | 4.43% | 4.11% | 47 | +17,111 | 7.72% | Q1 2026 | May 18, 2026 |
| Family Office Research LLC | History | Reduced | 231,612 | 11,548 | 5.02% | 5.48% | 48 | -36,468 | -13.6% | Q1 2026 | May 13, 2026 |
| Divergent Planning, LLC | History | No change | 227,379 | 11,346 | 2.9% | 2.9% | 49 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MBL Wealth, LLC | History | Added to | 224,867 | 11,211 | 0.85% | 0.61% | 50 | +73,370 | 48.43% | Q1 2026 | Apr 28, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 220,212 | 10,979 | 1.6% | 1.57% | 51 | -2,743 | -1.23% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 213,897 | 10,664 | 0.05% | 0.0% | 52 | +206,778 | 2904.59% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 185,314 | 9,239 | 0.01% | 0.0% | 53 | +81,606 | 78.69% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 185,183 | 9,233 | 0.34% | — | 54 | +185,183 | New | Q1 2026 | May 19, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 184,828 | 9,215 | 4.84% | 4.92% | 55 | -3,537 | -1.88% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 175,189 | 8,734 | 0.48% | 0.48% | 56 | +4,665 | 2.74% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 161,730 | 8,063 | 0.48% | 0.02% | 57 | +154,195 | 2046.38% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 154,055 | 7,681 | 0.0% | 0.0% | 58 | +4,308 | 2.88% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Added to | 153,640 | 7,660 | 0.14% | 0.14% | 59 | +4,097 | 2.74% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 142,456 | 7,102 | 0.04% | 0.02% | 60 | +47,953 | 50.74% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 138,611 | 6,911 | 0.53% | 0.58% | 61 | -3,631 | -2.55% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 135,140 | 6,738 | 0.52% | 0.44% | 62 | +18,981 | 16.34% | Q1 2026 | Apr 08, 2026 |
| Apella Capital, LLC | History | New | 134,164 | 6,701 | 0.1% | — | 63 | +134,164 | New | Q1 2026 | Apr 20, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 131,872 | 6,575 | 0.85% | 2.85% | 64 | -353,700 | -72.84% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 124,179 | 6,191 | 3.04% | 4.19% | 65 | -43,812 | -26.08% | Q1 2026 | Apr 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 123,867 | 6,176 | 1.19% | 1.19% | 66 | -3,464 | -2.72% | Q1 2026 | Apr 23, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 121,885 | 6,077 | 0.88% | 1.25% | 67 | -55,857 | -31.43% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 118,624 | 5,914 | 0.61% | 0.08% | 68 | +103,015 | 659.97% | Q1 2026 | Apr 23, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 118,617 | 5,913 | 0.98% | 0.46% | 69 | +63,300 | 114.43% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 112,975 | 5,639 | 0.34% | 0.4% | 70 | -9,864 | -8.03% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | New | 108,306 | 5,400 | 0.15% | — | 71 | +108,306 | New | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 106,883 | 5,329 | 0.32% | 0.29% | 72 | +6,530 | 6.51% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 105,564 | 5,263 | 0.91% | 1.01% | 74 | -12,343 | -10.47% | Q1 2026 | Apr 17, 2026 |
| Cypress Capital, LLC | History | Added to | 105,573 | 5,263 | 1.5% | 1.47% | 73 | +330 | 0.31% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 103,921 | 5,181 | 0.06% | 0.17% | 75 | -165,329 | -61.4% | Q1 2026 | Apr 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 103,088 | 5,139 | 5.02% | 6.11% | 76 | -17,000 | -14.16% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 101,638 | 5,067 | 0.91% | 0.93% | 77 | +2,572 | 2.6% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Added to | 95,990 | 4,786 | 0.07% | 0.06% | 78 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 95,045 | 4,738 | 0.36% | 0.37% | 79 | -2,590 | -2.65% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 93,327 | 4,653 | 0.95% | 0.93% | 80 | -9,880 | -9.57% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 93,304 | 4,652 | 0.11% | 0.1% | 81 | +8,245 | 9.69% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 92,350 | 4,604 | 0.07% | 0.08% | 82 | -317 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 92,286 | 4,601 | 0.04% | 0.04% | 83 | +12,016 | 14.97% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 90,838 | 4,529 | 0.01% | 0.04% | 84 | -161,581 | -64.01% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 88,812 | 4,428 | 0.09% | 0.09% | 85 | -6,864 | -7.17% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 82,953 | 4,136 | 0.02% | 0.02% | 86 | -3,190 | -3.7% | Q1 2026 | Apr 15, 2026 |
| Copia Wealth Management | History | Reduced | 78,709 | 3,924 | 2.7% | 3.76% | 87 | -26,914 | -25.48% | Q1 2026 | May 04, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 76,903 | 3,835 | 0.59% | 0.65% | 88 | -12,267 | -13.76% | Q1 2026 | Apr 22, 2026 |
| Global View Capital Management LLC | History | Reduced | 76,206 | 3,799 | 1.01% | 0.76% | 89 | -5,589 | -6.83% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 75,332 | 3,756 | 0.02% | 0.02% | 90 | +4,648 | 6.58% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 72,791 | 3,629 | 0.08% | 0.03% | 91 | +43,166 | 145.71% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 71,253 | 3,552 | 2.43% | — | 92 | +71,253 | New | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 71,144 | 3,547 | 0.16% | 0.25% | 93 | -34,721 | -32.8% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 70,050 | 3,492 | 0.0% | 0.0% | 94 | +23,739 | 51.26% | Q1 2026 | Apr 27, 2026 |
| MATAURO, LLC | History | Added to | 67,788 | 3,379 | 0.49% | 0.47% | 95 | +4,571 | 7.23% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 65,743 | 3,277 | 0.4% | 0.63% | 96 | -38,911 | -37.18% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 65,227 | 3,252 | 0.06% | 0.05% | 97 | +7,593 | 13.17% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 62,934 | 3,137 | 0.07% | 0.08% | 98 | -7,125 | -10.17% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 62,419 | 3,112 | 0.04% | 0.01% | 99 | +55,124 | 755.64% | Q1 2026 | May 12, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 57,545 | 2,869 | 1.9% | 2.1% | 100 | -9,318 | -13.94% | Q1 2026 | Apr 22, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 57,160 | 2,851 | 4.33% | 4.33% | 101 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 52,196 | 2,602 | 0.05% | 0.04% | 102 | +11,225 | 27.4% | Q1 2026 | May 14, 2026 |
| GatePass Capital, LLC | History | Added to | 51,800 | 2,582 | 1.2% | 1.17% | 103 | +6,300 | 13.85% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 50,426 | 2,514 | 0.17% | 0.17% | 104 | +193 | 0.38% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 49,662 | 2,476 | 0.01% | 0.01% | 105 | +14,612 | 41.69% | Q1 2026 | May 13, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 49,331 | 2,459 | 1.5% | 1.83% | 106 | -4,613 | -8.55% | Q1 2026 | Apr 20, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 48,849 | 2,436 | 1.02% | 3.44% | 107 | -98,268 | -66.8% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 47,975 | 2,391 | 0.04% | 0.05% | 108 | -9,299 | -16.24% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 47,854 | 2,385 | 0.07% | 0.07% | 109 | -4,576 | -8.73% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Added to | 47,686 | 2,377 | 0.45% | 0.43% | 110 | +3,917 | 8.95% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 46,305 | 2,308 | 0.0% | 0.0% | 111 | +7,401 | 19.02% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 45,984 | 2,293 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Silver Coast Investments LLC | History | Added to | 45,674 | 2,277 | 0.73% | 0.7% | 113 | +5,159 | 12.73% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 45,544 | 2,270 | 0.51% | 0.43% | 114 | +8,451 | 22.78% | Q1 2026 | Apr 22, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,192 | 2,254 | 0.21% | 0.2% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 44,295 | 2,208 | 0.09% | 0.08% | 116 | +1,436 | 3.35% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Reduced | 44,107 | 2,199 | 0.37% | 0.4% | 117 | -2,969 | -6.31% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 43,911 | 2,189 | 0.14% | 0.09% | 118 | +14,771 | 50.69% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 43,038 | 2,145 | 0.02% | 0.04% | 119 | -33,825 | -44.01% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 42,984 | 2,143 | 0.0% | 0.0% | 120 | +31,758 | 282.9% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 42,212 | 2,104 | 1.54% | 1.62% | 121 | -2,173 | -4.9% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 42,142 | 2,101 | 0.0% | — | 122 | +42,142 | New | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 41,969 | 2,092 | 0.16% | 0.17% | 123 | -866 | -2.02% | Q1 2026 | May 13, 2026 |
| SFG Wealth Management, LLC. | History | New | 41,610 | 2,074 | 0.85% | — | 124 | +41,610 | New | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 41,547 | 2,072 | 0.06% | 0.05% | 125 | +7,215 | 21.02% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 40,328 | 2,010 | 1.1% | 1.23% | 126 | -3,907 | -8.83% | Q1 2026 | Apr 27, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 39,776 | 1,983 | 0.26% | 0.24% | 127 | +3,655 | 10.12% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 39,414 | 1,965 | 0.04% | 0.04% | 128 | +3,483 | 9.69% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 38,496 | 1,919 | 0.1% | 0.15% | 129 | -19,200 | -33.28% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | New | 37,354 | 1,862 | 0.02% | — | 130 | +37,354 | New | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 37,333 | 1,861 | 0.12% | 0.13% | 131 | -1,777 | -4.54% | Q1 2026 | Apr 27, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 36,848 | 1,837 | 1.79% | 2.06% | 132 | -5,103 | -12.16% | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 36,320 | 1,810 | 0.2% | 0.14% | 133 | +10,588 | 41.15% | Q1 2026 | May 05, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 36,065 | 1,798 | 1.74% | 1.71% | 134 | -2,000 | -5.25% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 35,938 | 1,791 | 1.11% | — | 135 | +35,938 | New | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 35,008 | 1,745 | 1.14% | 0.9% | 136 | +7,668 | 28.05% | Q1 2026 | May 07, 2026 |
| Opus Capital Group, LLC | History | New | 33,506 | 1,671 | 0.18% | — | 137 | +33,506 | New | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 33,185 | 1,657 | 0.32% | 0.22% | 138 | +11,370 | 52.12% | Q1 2026 | Apr 29, 2026 |
| Hamilton Wealth, LLC | History | Added to | 32,601 | 1,625 | 0.12% | 0.18% | 139 | +13,334 | 69.21% | Q1 2026 | May 18, 2026 |
| Sage Mountain Advisors LLC | History | No change | 32,203 | 1,605 | 0.11% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 32,320 | 1,603 | 0.25% | 0.24% | 141 | +471 | 1.48% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 32,004 | 1,595 | 0.07% | 0.03% | 142 | +17,244 | 116.83% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 31,722 | 1,582 | 0.0% | 0.0% | 143 | -15,642 | -33.03% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,315 | 1,561 | 0.0% | 0.0% | 144 | -6,928 | -18.12% | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 29,562 | 1,473 | 0.76% | 0.24% | 145 | +21,446 | 264.24% | Q1 2026 | May 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 29,090 | 1,450 | 0.55% | 0.71% | 146 | -9,043 | -23.71% | Q1 2026 | May 14, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 29,080 | 1,449 | 0.66% | 0.88% | 147 | -9,944 | -25.48% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 28,308 | 1,411 | 0.07% | — | 148 | +28,308 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 27,700 | 1,381 | 0.33% | 0.3% | 149 | +2,919 | 11.78% | Q1 2026 | May 01, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 27,615 | 1,376 | 0.05% | 0.01% | 150 | +21,578 | 357.43% | Q1 2026 | Apr 20, 2026 |
| Clarus Group, Inc. | History | Reduced | 26,676 | 1,330 | 0.48% | 0.52% | 151 | -2,400 | -8.25% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,575 | 1,325 | 0.06% | — | 152 | +26,575 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 25,887 | 1,290 | 0.04% | 0.03% | 153 | -24,483 | -48.61% | Q1 2026 | Apr 23, 2026 |
| Cane Capital Partners, LLC | History | Added to | 25,800 | 1,286 | 0.56% | 0.49% | 154 | +700 | 2.79% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 25,722 | 1,282 | 0.0% | — | 155 | +25,722 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,654 | 1,279 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 24,275 | 1,210 | 0.04% | 0.04% | 157 | +1,227 | 5.32% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 24,170 | 1,205 | 0.17% | 0.15% | 158 | +3,188 | 15.19% | Q1 2026 | Apr 24, 2026 |
| Prostatis Group LLC | History | Added to | 24,097 | 1,201 | 0.31% | 0.29% | 159 | +40 | 0.17% | Q1 2026 | May 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 23,983 | 1,195 | 0.41% | 0.77% | 160 | -19,701 | -45.1% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,878 | 1,190 | 0.0% | 0.01% | 161 | -33,805 | -58.6% | Q1 2026 | May 14, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 23,702 | 1,181 | 0.7% | 0.56% | 162 | +5,202 | 28.12% | Q1 2026 | May 15, 2026 |
| Avail Investment Partners, LLC | History | New | 23,630 | 1,178 | 1.26% | — | 164 | +23,630 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | No change | 23,630 | 1,178 | 0.48% | 0.51% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,346 | 1,164 | 0.01% | 0.02% | 165 | -19,594 | -45.63% | Q1 2026 | May 08, 2026 |
| ALTFEST L J & CO INC | History | Added to | 23,105 | 1,151 | 0.12% | 0.13% | 166 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 21,838 | 1,089 | 0.37% | 0.27% | 167 | +6,047 | 38.29% | Q1 2026 | Apr 08, 2026 |
| KG Capital Management | History | Reduced | 21,482 | 1,071 | 0.77% | 0.55% | 168 | -22,861 | -51.55% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 20,399 | 1,017 | 0.35% | 0.42% | 169 | -2,784 | -12.01% | Q1 2026 | Apr 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 20,048 | 1,002 | 0.58% | — | 170 | +20,048 | New | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 20,050 | 999 | 0.27% | — | 171 | +20,050 | New | Q1 2026 | May 18, 2026 |
| Everstar Asset Management, LLC | History | Added to | 19,051 | 949 | 0.51% | 0.24% | 172 | +10,038 | 111.37% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 18,837 | 939 | 0.0% | 0.0% | 173 | +3,050 | 19.32% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 18,831 | 938 | 0.12% | 0.08% | 174 | +5,960 | 46.31% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,730 | 933 | 0.01% | 0.0% | 175 | +956 | 5.38% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,425 | 918 | 0.01% | 0.01% | 176 | +2,834 | 18.18% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,376 | 916 | 0.05% | 0.05% | 177 | -944 | -4.89% | Q1 2026 | Apr 23, 2026 |
| Emerald Investment Advisers, LLC | History | New | 18,241 | 909 | 0.08% | — | 178 | +18,241 | New | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,202 | 908 | 0.0% | 0.0% | 179 | -316 | -1.71% | Q1 2026 | Apr 22, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 18,127 | 903 | 0.04% | 0.05% | 180 | -496 | -2.66% | Q1 2026 | Apr 09, 2026 |
| Fisher Asset Management, LLC | History | New | 18,101 | 902 | 0.0% | — | 181 | +18,101 | New | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 17,881 | 891 | 0.0% | 0.0% | 182 | -3,417 | -16.04% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | New | 17,813 | 890 | 0.41% | — | 183 | +17,813 | New | Q1 2026 | May 11, 2026 |
| Core Wealth Partners LLC | History | Reduced | 17,731 | 884 | 0.41% | 0.46% | 184 | -2,538 | -12.52% | Q1 2026 | May 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 17,357 | 865 | 0.28% | 0.28% | 185 | +1,746 | 11.18% | Q1 2026 | May 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 16,727 | 834 | 0.52% | 0.52% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,303 | 812 | 0.06% | 0.03% | 187 | +8,800 | 117.29% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 16,169 | 806 | 0.04% | 0.03% | 188 | +860 | 5.62% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 15,989 | 797 | 0.11% | 0.11% | 189 | +1,280 | 8.7% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,736 | 784 | 0.01% | 0.01% | 190 | +7,718 | 96.26% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 15,500 | 772 | 0.0% | 0.0% | 191 | -6,373 | -29.14% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Added to | 15,468 | 771 | 0.2% | 0.22% | 192 | +231 | 1.52% | Q1 2026 | May 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 15,434 | 769 | 0.25% | — | 193 | +15,434 | New | Q1 2026 | Apr 17, 2026 |
| Claris Financial LLC | History | Reduced | 15,213 | 758 | 0.41% | 0.42% | 194 | -540 | -3.43% | Q1 2026 | May 18, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 14,850 | 740 | 0.71% | 0.72% | 195 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,931 | 694 | 0.03% | 0.04% | 196 | -3,659 | -20.8% | Q1 2026 | May 08, 2026 |
| Sandhill Capital Partners LLC | History | New | 13,877 | 691 | 0.06% | — | 197 | +13,877 | New | Q1 2026 | May 14, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 13,607 | 678 | 0.3% | 0.28% | 198 | -845 | -5.85% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,475 | 671 | 0.02% | 0.02% | 199 | +190 | 1.43% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 13,320 | 664 | 0.08% | 0.08% | 200 | -400 | -2.92% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,304 | 663 | 0.06% | 0.05% | 201 | +1,098 | 9.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 13,263 | 661 | 0.02% | 0.03% | 202 | -1,863 | -12.32% | Q1 2026 | Apr 22, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 13,104 | 653 | 0.06% | 0.09% | 203 | -7,267 | -35.67% | Q1 2026 | Apr 27, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 13,094 | 652 | 0.69% | 0.92% | 204 | -3,992 | -23.36% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 12,872 | 641 | 0.18% | 0.21% | 205 | -1,713 | -11.74% | Q1 2026 | May 05, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 12,856 | 640 | 0.27% | 0.41% | 206 | -7,330 | -36.31% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | Added to | 12,503 | 623 | 0.01% | 0.01% | 207 | +5,403 | 76.1% | Q1 2026 | Apr 16, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,258 | 611 | 0.01% | 0.01% | 208 | -20 | -0.16% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,186 | 607 | 0.01% | 0.02% | 209 | -6,250 | -33.9% | Q1 2026 | May 15, 2026 |
| A4 Wealth Advisors LLC | History | New | 12,020 | 599 | 0.49% | — | 210 | +12,020 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,663 | 581 | 0.02% | 0.02% | 211 | -1,059 | -8.32% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | New | 11,533 | 575 | 0.05% | — | 212 | +11,533 | New | Q1 2026 | May 19, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,360 | 567 | 0.07% | 0.07% | 213 | +102 | 0.91% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 11,361 | 566 | 0.04% | 0.04% | 214 | -1,761 | -13.42% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 11,136 | 555 | 0.08% | 0.08% | 215 | -600 | -5.11% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,000 | 548 | 0.02% | 0.02% | 216 | -2,600 | -19.12% | Q1 2026 | Apr 08, 2026 |
| Encompass More Asset Management | History | Reduced | 10,908 | 543 | 0.09% | 0.13% | 217 | -2,699 | -19.84% | Q1 2026 | Apr 28, 2026 |
| Integras Partners LLC | History | Added to | 10,735 | 535 | 0.35% | 0.19% | 218 | +6,016 | 127.48% | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 10,724 | 534 | 0.12% | 0.13% | 219 | +429 | 4.17% | Q1 2026 | Apr 14, 2026 |
| Hilltop Holdings Inc. | History | New | 10,550 | 526 | 0.05% | — | 221 | +10,550 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,550 | 526 | 0.01% | 0.01% | 220 | -3,513 | -24.98% | Q1 2026 | Apr 23, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 10,460 | 521 | 0.25% | — | 222 | +10,460 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 10,403 | 518 | 0.01% | — | 223 | +10,403 | New | Q1 2026 | Apr 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 10,355 | 516 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,319 | 514 | 0.02% | 0.02% | 225 | -2,209 | -17.63% | Q1 2026 | May 06, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 10,315 | 514 | 0.14% | 0.16% | 226 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strong Tower Advisory Services | History | New | 10,095 | 503 | 0.09% | — | 227 | +10,095 | New | Q1 2026 | Apr 16, 2026 |
| Rockport Wealth LLC | History | Added to | 10,029 | 500 | 0.09% | 0.05% | 228 | +5,235 | 109.2% | Q1 2026 | May 05, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,015 | 499 | 0.12% | 0.11% | 229 | +15 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 10,000 | 498 | 0.27% | 0.92% | 230 | -19,000 | -65.52% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 9,926 | 494 | 0.35% | 4.19% | 231 | -101,541 | -91.1% | Q1 2026 | Apr 29, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 9,900 | 493 | 0.11% | 0.41% | 232 | -26,068 | -72.48% | Q1 2026 | Apr 20, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 9,836 | 490 | 0.1% | 0.1% | 233 | -874 | -8.16% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 9,800 | 488 | 0.07% | 0.05% | 234 | +4,050 | 70.43% | Q1 2026 | May 04, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 9,785 | 487 | 0.12% | 0.16% | 235 | -2,395 | -19.66% | Q1 2026 | Apr 09, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,715 | 484 | 0.05% | 0.05% | 236 | -150 | -1.52% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,580 | 477 | 0.0% | 0.0% | 237 | -21,351 | -69.03% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 9,459 | 472 | 0.01% | 0.02% | 238 | -4,668 | -33.04% | Q1 2026 | Apr 06, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 9,423 | 469 | 0.39% | 0.49% | 239 | -2,659 | -22.01% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,236 | 460 | 0.0% | 0.0% | 240 | -4,988 | -35.07% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,097 | 454 | 0.02% | 0.02% | 241 | -29 | -0.32% | Q1 2026 | May 18, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 9,090 | 453 | 0.15% | 0.15% | 242 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,900 | 443 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,900 | 443 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 8,812 | 439 | 0.29% | 0.34% | 245 | -875 | -9.03% | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 8,513 | 424 | 0.22% | 0.17% | 246 | +2,424 | 39.81% | Q1 2026 | May 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 8,102 | 404 | 0.09% | 0.09% | 247 | +42 | 0.52% | Q1 2026 | Apr 08, 2026 |
| Cassilly Financial Group LLC | History | No change | 8,101 | 403 | 0.35% | 0.36% | 248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,908 | 394 | 0.0% | 0.02% | 249 | -48,573 | -86.0% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 7,727 | 385 | 0.08% | — | 251 | +7,727 | New | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 7,735 | 385 | 0.06% | 0.11% | 250 | -6,991 | -47.47% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 7,718 | 384 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,536 | 375 | 0.01% | 0.02% | 254 | -17,330 | -69.69% | Q1 2026 | Apr 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,526 | 375 | 0.0% | 0.0% | 253 | +601 | 8.68% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | New | 7,300 | 363 | 0.03% | — | 255 | +7,300 | New | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,219 | 359 | 0.02% | 0.01% | 256 | +919 | 14.59% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,013 | 349 | 0.0% | 0.0% | 257 | +2,000 | 39.9% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,980 | 348 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 6,917 | 344 | 0.27% | 11.11% | 259 | -276,701 | -97.56% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,849 | 341 | 0.01% | — | 260 | +6,849 | New | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Reduced | 6,588 | 328 | 0.15% | 0.15% | 261 | -146 | -2.17% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,395 | 318 | 0.01% | 0.01% | 262 | +34 | 0.53% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 6,349 | 317 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 6,300 | 314 | 0.27% | 0.27% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunpointe, LLC | History | New | 6,264 | 312 | 0.1% | — | 265 | +6,264 | New | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 6,000 | 299 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 5,950 | 296 | 0.25% | 0.25% | 267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | New | 5,800 | 289 | 0.12% | — | 268 | +5,800 | New | Q1 2026 | May 12, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 5,719 | 285 | 0.08% | 0.09% | 269 | -545 | -8.7% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,540 | 276 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Samalin Investment Counsel, LLC | History | New | 5,500 | 274 | 0.1% | — | 271 | +5,500 | New | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,402 | 269 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,375 | 267 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 5,346 | 266 | 0.16% | 0.18% | 274 | -767 | -12.55% | Q1 2026 | May 06, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 5,314 | 264 | 0.14% | 0.1% | 275 | +16 | 0.3% | Q1 2026 | May 14, 2026 |
| Roxbury Financial LLC | History | Added to | 5,267 | 262 | 0.24% | 0.2% | 276 | +761 | 16.89% | Q1 2026 | Apr 17, 2026 |
| Wellington Shields & Co., LLC | History | New | 5,250 | 261 | 0.07% | — | 278 | +5,250 | New | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 5,251 | 261 | 0.0% | 0.0% | 277 | +2 | 0.04% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | No change | 5,215 | 260 | 0.2% | 0.2% | 279 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 5,029 | 250 | 0.0% | 0.0% | 280 | -594 | -10.56% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 5,013 | 250 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Occidental Asset Management, LLC | History | No change | 5,000 | 249 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WT Wealth Management | History | New | 4,748 | 236 | 0.07% | — | 283 | +4,748 | New | Q1 2026 | Apr 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 4,626 | 230 | 0.13% | 0.13% | 284 | +19 | 0.41% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,600 | 229 | 0.13% | 0.13% | 285 | -381 | -7.65% | Q1 2026 | Apr 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 4,590 | 228 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 4,416 | 220 | 0.23% | 0.24% | 287 | -180 | -3.92% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Reduced | 4,295 | 214 | 0.02% | 0.02% | 288 | -69 | -1.58% | Q1 2026 | Apr 30, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 4,291 | 213 | 0.2% | 0.21% | 289 | -4 | -0.09% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | No change | 4,149 | 206 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | New | 4,070 | 202 | 0.02% | — | 291 | +4,070 | New | Q1 2026 | Apr 21, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 3,241 | 162 | 0.01% | 0.01% | 292 | +180 | 5.88% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 3,000 | 149 | 0.0% | — | 293 | +3,000 | New | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2,846 | 141 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Luminist Capital LLC | History | No change | 2,804 | 139 | 0.18% | 0.17% | 295 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Realta Investment Advisors | History | New | 2,500 | 124 | 0.04% | — | 296 | +2,500 | New | Q1 2026 | Apr 22, 2026 |
| S.A. Mason LLC | History | Added to | 2,475 | 123 | 0.05% | 0.05% | 297 | +175 | 7.61% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | New | 2,321 | 115 | 0.01% | — | 298 | +2,321 | New | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 1,801 | 89 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,728 | 86 | 0.01% | — | 300 | +1,728 | New | Q1 2026 | May 15, 2026 |