VANGUARD SCOTTSDALE FUNDS - VGLT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 15,544,156 | 860,446 | 2.23% | 2.17% | 1 | +1,132,293 | 7.86% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 11,864,604 | 656,765 | 0.04% | 0.04% | 2 | +970,583 | 8.91% | Q1 2026 | May 15, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Added to | 10,558 | 584,438 | 6.56% | 2.83% | 3 | +5,311 | 101.22% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 8,515,385 | 471,369 | 0.49% | 0.47% | 4 | +29,201 | 0.34% | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | Added to | 8,403,065 | 465,151 | 9.26% | 9.23% | 5 | +640,058 | 8.24% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,917,403 | 383,322 | 0.09% | 0.09% | 6 | +122,050 | 1.8% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,264,418 | 291,411 | 0.02% | 0.03% | 7 | -1,903,801 | -26.56% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 4,867,782 | 269,456 | 5.74% | 5.55% | 8 | +147,421 | 3.12% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,768,184 | 153,232 | 0.04% | 0.04% | 9 | +469,740 | 20.44% | Q1 2026 | May 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 2,690,483 | 148,931 | 2.36% | 2.28% | 10 | +179,727 | 7.16% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,376,266 | 131,538 | 0.04% | 0.42% | 11 | -305,997 | -11.41% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 2,289,646 | 126,743 | 0.03% | 0.03% | 12 | +191,731 | 9.14% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,547,264 | 85,614 | 0.12% | 0.1% | 13 | +212,319 | 15.9% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,308,320 | 72,422 | 3.45% | 3.28% | 14 | +34,967 | 2.75% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,211,319 | 67,052 | 0.12% | 0.0% | 15 | +1,210,464 | 141574.74% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,195,187 | 66,691 | 0.27% | 0.27% | 16 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 1,116,793 | 61,820 | 0.01% | 0.01% | 17 | -117,273 | -9.5% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,049,898 | 58,117 | 0.08% | 0.08% | 18 | +9,973 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,036,209 | 57,359 | 0.66% | 0.71% | 19 | -8,069 | -0.77% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | Added to | 1,024,245 | 56,697 | 0.6% | 0.53% | 20 | +129,325 | 14.45% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Added to | 896,211 | 49,609 | 0.7% | 0.54% | 21 | +153,201 | 20.62% | Q1 2026 | Apr 23, 2026 |
| Rainwater Charitable Foundation | History | No change | 886,452 | 49,069 | 25.34% | 29.19% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 867,085 | 47,997 | 0.01% | 0.01% | 23 | +129,005 | 17.48% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 832,088 | 46,060 | 0.02% | 0.03% | 24 | -386,682 | -31.73% | Q1 2026 | May 11, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 809,466 | 44,812 | 12.85% | 12.97% | 25 | +18,775 | 2.37% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 804,115 | 44,511 | 0.01% | 0.01% | 26 | +88,052 | 12.3% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 802,468 | 44,420 | 0.09% | 0.09% | 27 | +14,595 | 1.85% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 791,502 | 43,813 | 0.01% | 0.01% | 28 | -3,945 | -0.5% | Q1 2026 | May 11, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Added to | 749,145 | 41,468 | 9.34% | 5.15% | 29 | +213,287 | 39.8% | Q1 2026 | May 12, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 727,544 | 40,273 | 8.88% | 8.91% | 30 | +10,045 | 1.4% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 699,228 | 38,705 | 0.0% | 0.0% | 31 | -237 | -0.03% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 695,613 | 38,520 | 0.04% | 0.05% | 32 | -18,841 | -2.64% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 684,838 | 37,919 | 0.0% | 0.0% | 33 | +87,893 | 14.72% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 650,596 | 36,023 | 0.51% | 0.35% | 34 | +175,228 | 36.86% | Q1 2026 | Apr 30, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 640,000 | 35,427 | 1.3% | 1.06% | 35 | +70,000 | 12.28% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 605,352 | 33,509 | 0.02% | 0.02% | 36 | +34,268 | 6.0% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 604,760 | 33,476 | 0.58% | 0.55% | 37 | +50,570 | 9.13% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 505,605 | 27,987 | 0.05% | 0.05% | 38 | +32,783 | 6.93% | Q1 2026 | May 14, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 493,332 | 27,308 | 0.45% | 0.57% | 39 | -89,576 | -15.37% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 486,531 | 26,932 | 0.0% | 0.0% | 40 | +201,176 | 70.5% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 465,802 | 25,784 | 0.06% | 0.06% | 41 | -19,869 | -4.09% | Q1 2026 | May 05, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 444,810 | 24,622 | 1.24% | 1.17% | 42 | +35,867 | 8.77% | Q1 2026 | May 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 438,652 | 24,281 | 2.0% | 2.15% | 43 | -16 | -0.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 427,850 | 23,685 | 0.0% | 0.0% | 44 | +300,454 | 235.84% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 420,464 | 23,274 | 0.47% | 0.47% | 45 | +4,607 | 1.11% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 406,800 | 22,518 | 0.02% | 0.01% | 46 | +183,700 | 82.34% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 402,843 | 22,299 | 2.87% | 2.75% | 47 | +48,626 | 13.73% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 395,286 | 21,881 | 0.32% | 0.33% | 48 | +15,334 | 4.04% | Q1 2026 | May 13, 2026 |
| GenWealth Group, Inc. | History | Added to | 393,841 | 21,801 | 3.73% | 3.36% | 49 | +40,828 | 11.57% | Q1 2026 | May 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 393,835 | 21,800 | 3.01% | — | 50 | +393,835 | New | Q1 2026 | Apr 16, 2026 |
| Penserra Capital Management LLC | History | New | 357,643 | 19,797 | 0.23% | — | 51 | +357,643 | New | Q1 2026 | May 11, 2026 |
| Gleason Group, Inc. | History | Added to | 355,720 | 19,690 | 1.95% | 1.93% | 52 | +2,535 | 0.72% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 346,745 | 19,194 | 0.03% | 0.04% | 53 | -148,164 | -29.94% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 345,273 | 19,114 | 0.04% | 0.04% | 54 | +8,831 | 2.62% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 334,315 | 18,511 | 0.04% | 0.04% | 55 | -214,866 | -39.12% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 329,557 | 18,242 | 0.07% | 0.07% | 56 | +15,152 | 4.82% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Added to | 322,604 | 17,857 | 0.82% | 0.65% | 57 | +69,108 | 27.26% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 318,408 | 17,625 | 5.04% | 5.15% | 58 | +2,967 | 0.94% | Q1 2026 | Apr 28, 2026 |
| WLTH Capital Management, LLC | History | Added to | 293,767 | 16,261 | 12.74% | 12.27% | 59 | +16,269 | 5.86% | Q1 2026 | Apr 10, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 292,879 | 16,212 | 5.05% | 4.8% | 60 | +13,710 | 4.91% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 288,076 | 15,946 | 0.02% | 0.01% | 61 | +150,619 | 109.58% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 274,197 | 15,178 | 0.02% | 0.03% | 62 | -56,637 | -17.12% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 268,965 | 14,888 | 0.0% | 0.0% | 63 | +229,765 | 586.14% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 264,333 | 14,632 | 0.05% | 0.05% | 64 | +5,534 | 2.14% | Q1 2026 | Apr 24, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 264,300 | 14,630 | 0.05% | 0.04% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 250,912 | 13,889 | 0.11% | — | 66 | +250,912 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 247,712 | 13,712 | 0.07% | 0.08% | 67 | -293 | -0.12% | Q1 2026 | May 13, 2026 |
| Professional Financial Management, Inc. | History | Added to | 243,810 | 13,496 | 14.05% | 11.05% | 68 | +69,193 | 39.63% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 239,924 | 13,281 | 0.21% | 0.22% | 69 | +6,798 | 2.92% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 224,339 | 12,418 | 0.11% | 0.08% | 70 | +72,267 | 47.52% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 219,063 | 12,126 | 0.03% | — | 71 | +219,063 | New | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Added to | 218,499 | 12,095 | 5.26% | 5.09% | 72 | +6,880 | 3.25% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 215,326 | 11,919 | 0.06% | 0.07% | 73 | +40,841 | 23.41% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 204,119 | 11,299 | 0.26% | 0.52% | 74 | +10,779 | 5.58% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 203,746 | 11,278 | 0.13% | 0.15% | 75 | +10,407 | 5.38% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 202,959 | 11,234 | 0.0% | 0.0% | 76 | -28,090 | -12.16% | Q1 2026 | May 05, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 191,387 | 10,679 | 1.41% | 1.41% | 77 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Morningstar Investment Management LLC | History | Added to | 191,300 | 10,589 | 0.66% | 0.6% | 78 | +10,063 | 5.55% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 188,280 | 10,422 | 0.77% | 0.77% | 79 | +3,749 | 2.03% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 180,184 | 9,872 | 0.18% | 0.3% | 80 | +65,036 | 56.48% | Q1 2026 | May 01, 2026 |
| Compass Advisory Group LLC | History | Added to | 176,223 | 9,754 | 2.61% | 2.59% | 81 | +4,607 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 174,370 | 9,652 | 0.03% | 0.17% | 82 | -604,468 | -77.61% | Q1 2026 | May 13, 2026 |
| Westshore Wealth, LLC | History | No change | 171,731 | 9,582 | 3.17% | 3.17% | 83 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| COURIER CAPITAL LLC | History | Added to | 154,593 | 8,557 | 0.48% | 0.41% | 84 | +23,261 | 17.71% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 147,995 | 8,258 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rinkey Investments | History | Added to | 145,711 | 8,065 | 2.06% | 1.3% | 86 | +54,226 | 59.27% | Q1 2026 | May 11, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 144,848 | 8,018 | 2.29% | 2.33% | 87 | +996 | 0.69% | Q1 2026 | Apr 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 141,053 | 7,808 | 0.24% | 0.25% | 88 | -396 | -0.28% | Q1 2026 | Apr 27, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 139,985 | 7,748 | 1.62% | 1.59% | 89 | +5,252 | 3.9% | Q1 2026 | Apr 21, 2026 |
| Red Tortoise LLC | History | Reduced | 139,542 | 7,724 | 3.21% | 3.47% | 90 | -6,928 | -4.73% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 139,430 | 7,718 | 1.21% | 1.03% | 91 | +22,500 | 19.24% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 138,225 | 7,651 | 0.08% | 0.08% | 92 | -1,772 | -1.27% | Q1 2026 | Apr 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 136,374 | 7,548 | 0.25% | 0.27% | 93 | -1,334 | -0.97% | Q1 2026 | May 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 135,249 | 7,486 | 3.13% | 3.17% | 94 | +6,601 | 5.13% | Q1 2026 | May 07, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 134,475 | 7,443 | 1.08% | 0.73% | 95 | +50,007 | 59.2% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 128,474 | 7,111 | 0.08% | 0.08% | 96 | -830 | -0.64% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 127,307 | 7,047 | 0.09% | 0.07% | 97 | +27,922 | 28.09% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 126,433 | 6,998 | 0.24% | 0.24% | 98 | -500 | -0.39% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 124,057 | 6,867 | 0.09% | 0.1% | 99 | +2,809 | 2.32% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 123,680 | 6,846 | 0.02% | 0.02% | 100 | -26,557 | -17.68% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 123,466 | 6,836 | 0.01% | 0.01% | 101 | -12,691 | -9.32% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Added to | 122,989 | 6,808 | 0.23% | 0.04% | 102 | +103,030 | 516.21% | Q1 2026 | May 13, 2026 |
| RHS Financial, LLC | History | Added to | 122,859 | 6,800 | 3.22% | 2.33% | 103 | +37,161 | 43.36% | Q1 2026 | Apr 28, 2026 |
| Tandem Financial, LLC | History | Reduced | 120,674 | 6,679 | 2.12% | 10.18% | 104 | -32,742 | -21.34% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 118,085 | 6,536 | 0.06% | 0.06% | 105 | +1,000 | 0.85% | Q1 2026 | May 08, 2026 |
| BANK OF HAWAII | History | Added to | 116,049 | 6,423 | 0.34% | 0.31% | 106 | +2,954 | 2.61% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 112,351 | 6,219 | 1.27% | 1.17% | 107 | +8,191 | 7.86% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 109,798 | 6,077 | 0.01% | 0.01% | 108 | -32,242 | -22.7% | Q1 2026 | May 13, 2026 |
| IPG Investment Advisors LLC | History | New | 109,165 | 6,042 | 1.04% | — | 109 | +109,165 | New | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 106,128 | 5,874 | 1.38% | 0.2% | 110 | +91,168 | 609.41% | Q1 2026 | Apr 17, 2026 |
| Quadratic Capital Management LLC | History | Reduced | 105,824 | 5,857 | 1.53% | 1.81% | 111 | -20,999 | -16.56% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 105,499 | 5,839 | 0.06% | 0.06% | 112 | +3,553 | 3.49% | Q1 2026 | May 12, 2026 |
| S. R. Schill & Associates | History | Added to | 104,837 | 5,803 | 3.92% | 3.9% | 113 | +5,830 | 5.89% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 98,161 | 5,433 | 0.06% | 0.06% | 114 | -100 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Act Two Investors LLC | History | Reduced | 97,830 | 5,415 | 1.19% | 1.08% | 115 | -9,859 | -9.16% | Q1 2026 | May 08, 2026 |
| American National Bank of Texas | History | Reduced | 97,742 | 5,410 | 5.16% | 5.28% | 116 | -743 | -0.75% | Q1 2026 | Apr 09, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 95,080 | 5,263 | 0.58% | 0.44% | 117 | +22,068 | 30.23% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 94,498 | 5,230 | 0.01% | 0.01% | 118 | +28,208 | 42.55% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 91,009 | 5,037 | 0.08% | 0.22% | 119 | -103,379 | -53.18% | Q1 2026 | May 15, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 90,637 | 5,017 | 4.02% | 0.75% | 120 | +75,773 | 509.78% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 90,115 | 4,988 | 0.18% | 0.16% | 121 | +6,992 | 8.41% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 89,823 | 4,972 | 0.16% | 0.09% | 122 | +40,930 | 83.71% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 84,952 | 4,702 | 0.02% | 0.02% | 123 | +5,147 | 6.45% | Q1 2026 | May 15, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 84,754 | 4,691 | 3.26% | 3.24% | 124 | +2,155 | 2.61% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,974 | 4,648 | 0.01% | 0.01% | 125 | +7,043 | 9.15% | Q1 2026 | Apr 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 83,549 | 4,625 | 0.58% | 0.59% | 126 | +1,499 | 1.83% | Q1 2026 | May 12, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 80,575 | 4,460 | 4.1% | 4.06% | 127 | +795 | 1.0% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 79,637 | 4,408 | 0.0% | 0.0% | 128 | +11,393 | 16.69% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 77,655 | 4,298 | 0.06% | — | 129 | +77,655 | New | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | New | 76,440 | 4,231 | 0.48% | — | 130 | +76,440 | New | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 75,969 | 4,205 | 0.11% | 0.1% | 131 | +4,159 | 5.79% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 73,980 | 4,128 | 1.2% | 1.2% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 73,925 | 4,092 | 0.28% | 0.27% | 133 | +12,719 | 20.78% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 73,598 | 4,074 | 0.54% | 0.55% | 134 | +3,151 | 4.47% | Q1 2026 | Apr 28, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 73,401 | 4,063 | 2.63% | 2.54% | 135 | +3,804 | 5.47% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 73,329 | 4,059 | 0.02% | 0.0% | 136 | +67,341 | 1124.6% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 72,479 | 4,012 | 0.01% | 0.01% | 137 | -20,559 | -22.1% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 73,305 | 4,009 | 0.0% | 0.0% | 138 | +10,840 | 17.35% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 71,598 | 3,963 | 0.39% | 0.48% | 139 | +2,329 | 3.36% | Q1 2026 | Apr 06, 2026 |
| COMMERCE BANK | History | No change | 70,366 | 3,895 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kensington Asset Management, LLC | History | New | 69,922 | 3,870 | 0.21% | — | 141 | +69,922 | New | Q1 2026 | May 21, 2026 |
| WBH ADVISORY INC | History | Added to | 69,817 | 3,846 | 0.29% | 0.23% | 142 | +15,119 | 27.64% | Q1 2026 | Apr 27, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 64,850 | 3,841 | 2.58% | 2.67% | 143 | -11,366 | -14.91% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 66,531 | 3,667 | 0.02% | 0.13% | 144 | -69,115 | -50.95% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | New | 66,575 | 3,620 | 0.1% | — | 145 | +66,575 | New | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 64,325 | 3,560 | 1.24% | 0.83% | 146 | +19,956 | 44.98% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | New | 62,812 | 3,476 | 0.02% | — | 147 | +62,812 | New | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 62,043 | 3,434 | 0.0% | 0.0% | 148 | +45,312 | 270.83% | Q1 2026 | May 13, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 59,785 | 3,309 | 2.11% | 2.14% | 149 | -6,305 | -9.54% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 59,486 | 3,292 | 0.02% | 0.02% | 150 | -46 | -0.08% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,296 | 3,282 | 0.06% | 0.06% | 151 | +3,062 | 5.45% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 59,162 | 3,274 | 0.0% | 0.0% | 152 | +10,179 | 20.78% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 58,244 | 3,224 | 0.49% | — | 153 | +58,244 | New | Q1 2026 | May 07, 2026 |
| SMART Wealth LLC | History | Reduced | 57,394 | 3,177 | 0.93% | 1.12% | 154 | -8,169 | -12.46% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 55,415 | 3,067 | 0.08% | 0.11% | 155 | -18,867 | -25.4% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 54,857 | 3,036 | 0.4% | 0.12% | 156 | +39,318 | 253.03% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 54,017 | 2,990 | 0.0% | 0.0% | 157 | +19,817 | 57.94% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 52,728 | 2,918 | 0.07% | 0.08% | 158 | -2,921 | -5.25% | Q1 2026 | May 15, 2026 |
| Miller Financial Services LLC | History | Added to | 52,290 | 2,894 | 3.17% | 0.89% | 159 | +38,615 | 282.38% | Q1 2026 | May 01, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 48,745 | 2,698 | 0.45% | 0.69% | 160 | -24,749 | -33.67% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 46,593 | 2,569 | 0.0% | 0.0% | 161 | +6,437 | 16.03% | Q1 2026 | May 01, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 45,769 | 2,533 | 0.28% | 0.34% | 162 | -10,444 | -18.58% | Q1 2026 | Apr 24, 2026 |
| Transcendent Capital Group LLC | History | Added to | 45,298 | 2,507 | 1.14% | 1.13% | 163 | +383 | 0.85% | Q1 2026 | Apr 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 45,277 | 2,506 | 0.16% | 0.16% | 164 | -7 | -0.02% | Q1 2026 | May 14, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 45,089 | 2,495 | 0.88% | 1.07% | 165 | -583 | -1.28% | Q1 2026 | Apr 21, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 42,296 | 2,341 | 0.71% | — | 166 | +42,296 | New | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,818 | 2,277 | 0.01% | 0.01% | 167 | +1,873 | 4.81% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 38,543 | 2,133 | 0.47% | 0.54% | 168 | -4,854 | -11.19% | Q1 2026 | Apr 27, 2026 |
| WFA of San Diego, LLC | History | Added to | 37,849 | 2,095 | 1.68% | 1.37% | 169 | +4,259 | 12.68% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,233 | 2,051 | 0.02% | 0.01% | 170 | +20,844 | 127.18% | Q1 2026 | Apr 07, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 36,622 | 2,027 | 0.35% | 0.39% | 171 | -2,785 | -7.07% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 36,541 | 2,022 | 0.11% | 0.11% | 172 | +4,904 | 15.5% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 36,425 | 2,016 | 0.24% | 0.24% | 173 | +1,015 | 2.87% | Q1 2026 | Apr 23, 2026 |
| Graetz Wealth LLC | History | Reduced | 36,382 | 2,013 | 1.8% | 2.82% | 174 | -19,227 | -34.58% | Q1 2026 | Apr 30, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 35,873 | 1,985 | 1.22% | 1.42% | 175 | -2,400 | -6.27% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 35,622 | 1,971 | 0.02% | 0.02% | 176 | +8,129 | 29.57% | Q1 2026 | Apr 16, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 34,990 | 1,936 | 0.38% | 0.36% | 177 | +3,068 | 9.61% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 34,564 | 1,913 | 1.34% | 1.32% | 178 | +1,272 | 3.82% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 33,402 | 1,848 | 0.04% | 0.07% | 179 | -15,569 | -31.79% | Q1 2026 | May 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 33,282 | 1,842 | 0.83% | — | 180 | +33,282 | New | Q1 2026 | Apr 29, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 32,973 | 1,825 | 0.99% | 0.78% | 181 | +1,080 | 3.39% | Q1 2026 | Apr 13, 2026 |
| One Wealth Map LLC | History | Reduced | 30,819 | 1,686 | 0.79% | 1.49% | 182 | -22,222 | -41.9% | Q1 2026 | May 04, 2026 |
| SVRN Asset Management, LLC | History | Added to | 29,776 | 1,648 | 1.6% | 1.36% | 183 | +91 | 0.31% | Q1 2026 | May 12, 2026 |
| Marion Wealth Management | History | Added to | 29,360 | 1,625 | 0.36% | 0.34% | 184 | +2,365 | 8.76% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 28,134 | 1,557 | 0.04% | 0.05% | 185 | -1,516 | -5.11% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,836 | 1,540 | 0.01% | 0.01% | 186 | -4,505 | -13.93% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 27,728 | 1,534 | 0.37% | 0.36% | 187 | +1,676 | 6.43% | Q1 2026 | Apr 08, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 27,370 | 1,515 | 0.02% | 0.01% | 188 | +3,051 | 12.55% | Q1 2026 | Apr 15, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 26,464 | 1,507 | 0.0% | 0.0% | 189 | +13,232 | 100.0% | Q1 2026 | May 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 26,939 | 1,503 | 0.41% | 0.41% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,077 | 1,498 | 0.0% | 0.0% | 191 | -4,022 | -12.93% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Added to | 26,402 | 1,461 | 0.12% | 0.12% | 192 | +68 | 0.26% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 25,754 | 1,425 | 0.07% | 0.03% | 193 | +14,338 | 125.6% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 25,211 | 1,395 | 0.04% | 0.03% | 194 | +5,906 | 30.59% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 24,753 | 1,370 | 0.47% | 0.37% | 195 | +6,213 | 33.51% | Q1 2026 | Apr 23, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 24,083 | 1,333 | 0.28% | 0.27% | 196 | +821 | 3.53% | Q1 2026 | May 05, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 22,712 | 1,257 | 0.03% | 0.02% | 197 | +7,600 | 50.29% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 22,149 | 1,226 | 0.66% | 0.7% | 198 | -512 | -2.26% | Q1 2026 | May 14, 2026 |
| Titan Investment Management LLC | History | Added to | 22,128 | 1,224 | 1.08% | 0.43% | 199 | +13,607 | 159.69% | Q1 2026 | Apr 28, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 21,404 | 1,184 | 1.04% | 1.02% | 200 | +35 | 0.16% | Q1 2026 | Apr 20, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 20,961 | 1,160 | 1.18% | 1.26% | 201 | -137 | -0.65% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 20,985 | 1,156 | 0.06% | 0.3% | 202 | -70,452 | -77.05% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 20,548 | 1,137 | 0.02% | 0.02% | 203 | +2,544 | 14.13% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 20,302 | 1,123 | 0.0% | 0.0% | 204 | +8,391 | 70.45% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,010 | 1,107 | 0.0% | 0.0% | 205 | +10,079 | 101.49% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 19,381 | 1,072 | 0.35% | 0.39% | 206 | -1,704 | -8.08% | Q1 2026 | May 01, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 18,805 | 1,040 | 1.04% | 1.05% | 207 | +128 | 0.69% | Q1 2026 | Apr 16, 2026 |
| Mittelman Wealth Management | History | Added to | 18,590 | 1,029 | 0.64% | 0.42% | 208 | +7,116 | 62.02% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,834 | 987 | 0.03% | 0.04% | 209 | -172 | -0.96% | Q1 2026 | Apr 07, 2026 |
| Verity Asset Management, Inc. | History | Added to | 17,508 | 969 | 0.41% | 0.31% | 210 | +4,624 | 35.89% | Q1 2026 | Apr 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 16,680 | 923 | 0.13% | 0.25% | 211 | -194 | -1.15% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 16,569 | 917 | 0.0% | — | 212 | +16,569 | New | Q1 2026 | May 08, 2026 |
| Talon Private Wealth, LLC | History | New | 16,451 | 910 | 0.12% | — | 213 | +16,451 | New | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 16,358 | 905 | 0.63% | 0.62% | 214 | +1,295 | 8.6% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 16,096 | 898 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CVS HEALTH Corp | History | New | 16,065 | 889 | 0.42% | — | 216 | +16,065 | New | Q1 2026 | May 07, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 16,036 | 887 | 0.07% | 0.46% | 217 | -95,217 | -85.59% | Q1 2026 | Apr 22, 2026 |
| Fund Evaluation Group, LLC | History | New | 15,835 | 876 | 0.03% | — | 218 | +15,835 | New | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | Reduced | 15,389 | 851 | 0.11% | 0.12% | 219 | -1,250 | -7.51% | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | Added to | 15,076 | 834 | 0.09% | 0.09% | 220 | +203 | 1.36% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 14,633 | 810 | 0.04% | 0.03% | 221 | +2,756 | 23.2% | Q1 2026 | Apr 27, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 14,512 | 803 | 0.29% | 0.28% | 222 | +683 | 4.94% | Q1 2026 | May 06, 2026 |
| Orcam Financial Group | History | Reduced | 14,263 | 789 | 0.56% | 0.86% | 223 | -6,233 | -30.41% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,251 | 788 | 0.0% | 0.01% | 224 | -19,288 | -57.51% | Q1 2026 | May 05, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 13,895 | 769 | 0.17% | 0.18% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 13,450 | 744 | 0.15% | 0.2% | 226 | -3,287 | -19.64% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,392 | 741 | 0.04% | 0.05% | 227 | +6,557 | 95.93% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 13,378 | 740 | 0.33% | 0.32% | 228 | +1,059 | 8.6% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 13,101 | 725 | 0.31% | 0.31% | 229 | +94 | 0.72% | Q1 2026 | Apr 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 12,952 | 716 | 0.08% | 0.1% | 230 | -3,993 | -23.56% | Q1 2026 | Apr 28, 2026 |
| MAIRS & POWER INC | History | New | 12,875 | 713 | 0.01% | — | 231 | +12,875 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12,716 | 703 | 0.02% | 0.05% | 232 | -25,555 | -66.77% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,613 | 698 | 0.02% | 0.02% | 233 | +1,408 | 12.57% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Added to | 11,618 | 643 | 0.42% | 0.59% | 234 | +884 | 8.24% | Q1 2026 | May 07, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 11,536 | 638 | 0.01% | 0.01% | 235 | -1,298 | -10.11% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 11,450 | 633 | 0.18% | 0.22% | 236 | -1,168 | -9.26% | Q1 2026 | May 13, 2026 |
| Jordan Park Group LLC | History | No change | 11,102 | 614 | 0.03% | 0.04% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 10,935 | 605 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 10,763 | 595 | 0.0% | 0.0% | 239 | -385 | -3.45% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,503 | 581 | 0.07% | — | 240 | +10,503 | New | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 10,186 | 563 | 0.03% | 0.04% | 241 | -2,751 | -21.26% | Q1 2026 | Apr 23, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 9,936 | 549 | 0.5% | 0.92% | 242 | -7,801 | -43.98% | Q1 2026 | May 08, 2026 |
| Shade Tree Advisors LLC | History | No change | 9,885 | 547 | 0.39% | 0.42% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 9,835 | 544 | 0.06% | 0.1% | 244 | -962 | -8.91% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 9,774 | 541 | 0.0% | — | 245 | +9,774 | New | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Reduced | 9,592 | 530 | 0.22% | 0.34% | 246 | -4,495 | -31.91% | Q1 2026 | Apr 02, 2026 |
| NWAM LLC | History | Added to | 9,432 | 522 | 0.03% | 0.03% | 247 | +581 | 6.56% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | Added to | 9,401 | 520 | 0.06% | 0.05% | 248 | +2,434 | 34.94% | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | New | 9,335 | 516 | 0.05% | — | 249 | +9,335 | New | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,258 | 512 | 0.05% | 0.1% | 250 | -5,547 | -37.47% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | New | 9,181 | 508 | 0.01% | — | 252 | +9,181 | New | Q1 2026 | May 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,187 | 508 | 0.02% | 0.01% | 251 | +4,004 | 77.25% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 9,052 | 502 | 0.02% | 0.02% | 253 | +1,107 | 13.93% | Q1 2026 | Apr 09, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 8,588 | 476 | 0.07% | 0.07% | 254 | +15 | 0.17% | Q1 2026 | Apr 13, 2026 |
| Wick Capital Partners, LLC | History | New | 9,339 | 464 | 0.08% | — | 255 | +9,339 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,316 | 460 | 0.0% | 0.0% | 256 | -2,217 | -21.05% | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | New | 8,235 | 455 | 0.03% | — | 257 | +8,235 | New | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,193 | 453 | 0.01% | 0.03% | 258 | -5,632 | -40.74% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,081 | 447 | 0.06% | 0.06% | 259 | -126 | -1.54% | Q1 2026 | Apr 21, 2026 |
| WNY Asset Management, LLC | History | New | 7,980 | 441 | 0.05% | — | 260 | +7,980 | New | Q1 2026 | May 22, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,932 | 439 | 0.33% | 0.34% | 261 | -567 | -6.67% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 7,894 | 436 | 0.06% | — | 262 | +7,894 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,790 | 434 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 7,787 | 431 | 0.12% | 0.18% | 264 | -3,752 | -32.52% | Q1 2026 | May 07, 2026 |
| Nicholas Wealth, LLC. | History | New | 7,670 | 424 | 0.29% | — | 265 | +7,670 | New | Q1 2026 | Apr 22, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 7,651 | 423 | 0.04% | 0.05% | 266 | -1,036 | -11.93% | Q1 2026 | Apr 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,423 | 410 | 0.0% | 0.0% | 267 | -1,546 | -17.24% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,422 | 410 | 0.01% | 0.01% | 268 | -1,371 | -15.59% | Q1 2026 | Apr 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,305 | 404 | 0.02% | 0.02% | 269 | +225 | 3.18% | Q1 2026 | Apr 30, 2026 |
| D.B. Root & Company, LLC | History | Added to | 7,242 | 400 | 0.1% | 0.1% | 270 | +52 | 0.72% | Q1 2026 | May 12, 2026 |
| LifeWealth Investments, LLC | History | Added to | 7,157 | 396 | 0.12% | 0.12% | 271 | +148 | 2.11% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,079 | 391 | 0.04% | 0.02% | 272 | -10 | -0.14% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 7,058 | 390 | 0.22% | 0.41% | 273 | -4,843 | -40.69% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Reduced | 6,961 | 385 | 0.02% | 0.03% | 274 | -3,646 | -34.37% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 6,940 | 384 | 0.06% | 0.06% | 275 | -309 | -4.26% | Q1 2026 | Apr 21, 2026 |
| Community Bank, N.A. | History | Added to | 6,912 | 382 | 0.05% | 0.03% | 276 | +2,558 | 58.75% | Q1 2026 | May 12, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 6,900 | 381 | 0.06% | 0.6% | 277 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 6,797 | 376 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,631 | 367 | 0.0% | 0.0% | 279 | +2,507 | 60.79% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 6,460 | 358 | 0.03% | 0.04% | 281 | -1,174 | -15.38% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | No change | 6,485 | 358 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 6,455 | 357 | 0.04% | 0.03% | 282 | +1,837 | 39.78% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,378 | 353 | 0.02% | 0.1% | 283 | -23,633 | -78.75% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Reduced | 6,372 | 352 | 0.0% | 0.0% | 284 | -1,895 | -22.92% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,355 | 351 | 0.0% | 0.0% | 285 | -345 | -5.15% | Q1 2026 | Apr 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 6,203 | 343 | 0.18% | 0.07% | 286 | +4,118 | 197.51% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Added to | 6,102 | 337 | 0.08% | 0.06% | 287 | +1,610 | 35.84% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,078 | 336 | 0.03% | 0.02% | 288 | +2,141 | 54.38% | Q1 2026 | Apr 28, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 6,051 | 334 | 0.01% | 0.05% | 289 | -19,799 | -76.59% | Q1 2026 | May 04, 2026 |
| Calamos Advisors LLC | History | New | 6,051 | 334 | 0.0% | — | 290 | +6,051 | New | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,818 | 322 | 0.01% | 0.01% | 291 | -200 | -3.32% | Q1 2026 | Apr 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 5,640 | 312 | 0.07% | 0.03% | 292 | +3,374 | 148.9% | Q1 2026 | May 07, 2026 |
| TRUEFG, LLC | History | New | 5,632 | 311 | 0.08% | — | 294 | +5,632 | New | Q1 2026 | Apr 22, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 5,624 | 311 | 0.06% | 0.05% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,607 | 310 | 0.09% | 0.11% | 295 | -892 | -13.73% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,461 | 302 | 0.0% | 0.0% | 296 | -897 | -14.11% | Q1 2026 | May 01, 2026 |
| TME FINANCIAL, INC. | History | Added to | 5,436 | 300 | 0.21% | 0.21% | 297 | +35 | 0.65% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,388 | 298 | 0.0% | 0.0% | 298 | +74 | 1.39% | Q1 2026 | Apr 24, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 5,085 | 281 | 0.11% | — | 300 | +5,085 | New | Q1 2026 | May 18, 2026 |
| Nolet Wealth Management, LLC | History | No change | 5,092 | 281 | 0.16% | 0.16% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 4,880 | 270 | 0.13% | 0.12% | 301 | +232 | 4.99% | Q1 2026 | May 15, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 4,807 | 266 | 0.21% | 0.25% | 302 | -150 | -3.03% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | Added to | 4,770 | 264 | 0.09% | 0.08% | 303 | +227 | 5.0% | Q1 2026 | May 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 4,735 | 262 | 0.02% | 0.03% | 304 | -1,525 | -24.36% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,728 | 261 | 0.01% | 0.38% | 305 | -258,376 | -98.2% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,572 | 253 | 0.01% | 0.01% | 306 | +17 | 0.37% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,476 | 247 | 0.0% | 0.01% | 307 | -7,096 | -61.32% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | New | 4,403 | 242 | 0.0% | — | 308 | +4,403 | New | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,312 | 238 | 0.01% | 0.01% | 309 | +456 | 11.83% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,258 | 235 | 0.01% | 0.01% | 310 | +587 | 15.99% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | No change | 4,076 | 225 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,967 | 219 | 0.02% | 0.02% | 313 | -239 | -5.68% | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 3,964 | 219 | 0.02% | 0.02% | 312 | -161 | -3.9% | Q1 2026 | Apr 30, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,916 | 216 | 0.06% | 0.06% | 314 | -46 | -1.16% | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,897 | 215 | 0.0% | 0.0% | 315 | -350 | -8.24% | Q1 2026 | May 14, 2026 |
| SkyOak Wealth, LLC | History | Added to | 3,861 | 213 | 0.04% | 0.04% | 316 | +162 | 4.38% | Q1 2026 | Apr 30, 2026 |
| Auour Investments LLC | History | Added to | 3,846 | 212 | 0.07% | 0.07% | 317 | +35 | 0.92% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,823 | 211 | 0.0% | 0.02% | 319 | -64,438 | -94.4% | Q1 2026 | May 08, 2026 |
| Legacy Advisors, LLC | History | Added to | 3,829 | 211 | 0.02% | 0.02% | 318 | +219 | 6.07% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,777 | 209 | 0.18% | 0.2% | 320 | -176 | -4.45% | Q1 2026 | May 06, 2026 |
| Essex Bank | History | No change | 3,711 | 205 | 0.05% | 0.04% | 321 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,696 | 204 | 0.01% | 0.01% | 322 | -55 | -1.47% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 3,675 | 203 | 0.01% | 0.01% | 323 | +95 | 2.65% | Q1 2026 | Apr 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 3,630 | 200 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,442 | 190 | 0.01% | 0.02% | 325 | -538 | -13.52% | Q1 2026 | Apr 14, 2026 |
| Global Assets Advisory, LLC | History | New | 3,166 | 175 | 0.05% | — | 326 | +3,166 | New | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Added to | 3,140 | 174 | 0.03% | 0.03% | 327 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,976 | 164 | 0.01% | 0.01% | 328 | -4 | -0.13% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,855 | 158 | 0.0% | 0.0% | 329 | +2,521 | 754.79% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,847 | 157 | 0.04% | 0.0% | 330 | +2,644 | 1302.46% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,847 | 157 | 0.04% | 0.05% | 331 | -168 | -5.57% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,811 | 156 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 2,576 | 142 | 0.06% | 0.08% | 333 | -151 | -5.54% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 2,562 | 141 | 0.0% | 0.0% | 334 | +51 | 2.03% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,520 | 139 | 0.0% | 0.0% | 335 | +1,929 | 326.4% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,500 | 138 | 0.01% | 0.03% | 336 | -3,700 | -59.68% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 2,350 | 130 | 0.01% | — | 337 | +2,350 | New | Q1 2026 | Apr 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 2,177 | 120 | 0.0% | — | 338 | +2,177 | New | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,150 | 119 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,048 | 113 | 0.03% | 7.66% | 340 | -546,085 | -99.63% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,971 | 109 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 1,940 | 107 | 0.06% | 0.03% | 342 | +1,070 | 122.99% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | No change | 1,930 | 106 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,703 | 94 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,540 | 84 | 0.07% | 0.08% | 345 | +11 | 0.72% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,490 | 82 | 0.0% | 0.0% | 346 | +406 | 37.45% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,401 | 77 | 0.01% | 0.01% | 347 | -551 | -28.23% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,382 | 76 | 0.0% | 0.0% | 348 | -233 | -14.43% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,359 | 75 | 0.03% | 0.02% | 349 | +536 | 65.13% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,341 | 74 | 0.01% | 0.0% | 351 | +118 | 9.65% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,351 | 74 | 0.0% | 0.0% | 350 | +102 | 8.17% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,313 | 72 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,274 | 70 | 0.0% | 0.0% | 353 | +24 | 1.92% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,099 | 60 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,037 | 57 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,012 | 56 | 0.0% | 0.01% | 357 | -9,587 | -90.45% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 1,025 | 56 | 0.01% | 0.01% | 356 | +2 | 0.2% | Q1 2026 | May 18, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 946 | 52 | 0.02% | 0.06% | 358 | -2,590 | -73.25% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 918 | 50 | 0.0% | 0.0% | 359 | +21 | 2.34% | Q1 2026 | May 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 905 | 50 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mosley Wealth Management | History | New | 863 | 49 | 0.02% | — | 361 | +863 | New | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | No change | 870 | 48 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 856 | 47 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 771 | 42 | 0.0% | 0.0% | 364 | -1,587 | -67.3% | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | New | 750 | 41 | 0.01% | — | 365 | +750 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 701 | 38 | 0.0% | 0.0% | 366 | -343 | -32.85% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | No change | 682 | 37 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | New | 667 | 36 | 0.01% | — | 369 | +667 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 645 | 36 | 0.0% | 0.0% | 368 | -8 | -1.23% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 611 | 33 | 0.0% | 0.0% | 371 | +556 | 1010.91% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 613 | 33 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | No change | 583 | 32 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 548 | 30 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| High Note Wealth, LLC | History | No change | 555 | 30 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 533 | 29 | 0.01% | 0.01% | 375 | +1 | 0.19% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 450 | 24 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 432 | 23 | 0.0% | 0.0% | 377 | -240 | -35.71% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | New | 408 | 22 | 0.01% | — | 381 | +408 | New | Q1 2026 | Apr 24, 2026 |
| Security National Bank | History | New | 400 | 22 | 0.0% | — | 380 | +400 | New | Q1 2026 | Apr 16, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 404 | 22 | 0.01% | 0.01% | 378 | +3 | 0.75% | Q1 2026 | Apr 23, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 414 | 22 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 391 | 21 | 0.0% | — | 382 | +391 | New | Q1 2026 | Apr 09, 2026 |
| Addison Advisors LLC | History | Reduced | 361 | 19 | 0.0% | 0.01% | 384 | -405 | -52.87% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 355 | 19 | 0.0% | 0.0% | 383 | -44 | -11.03% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 343 | 18 | 0.0% | 0.0% | 385 | -1,815 | -84.11% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 331 | 18 | 0.0% | 0.0% | 386 | +29 | 9.6% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 316 | 17 | 0.0% | — | 387 | +316 | New | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 304 | 16 | 0.0% | 0.0% | 388 | +4 | 1.33% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 293 | 16 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 271 | 15 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 246 | 13 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 204 | 11 | 0.0% | — | 395 | +204 | New | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 202 | 11 | 0.0% | 0.0% | 393 | -199 | -49.63% | Q1 2026 | Apr 22, 2026 |
| Networth Advisors, LLC | History | Reduced | 207 | 11 | 0.01% | 0.01% | 394 | -2 | -0.96% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 205 | 11 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 197 | 10 | 0.0% | 5.14% | 396 | -223,779 | -99.91% | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 160 | 8 | 0.0% | 0.0% | 398 | -347 | -68.44% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 145 | 8 | 0.0% | 0.0% | 397 | +20 | 16.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 140 | 7 | 0.0% | — | 401 | +140 | New | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 143 | 7 | 0.0% | 0.0% | 399 | +110 | 333.33% | Q1 2026 | May 05, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 119 | 6 | 0.0% | — | 406 | +119 | New | Q1 2026 | Apr 27, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 109 | 6 | 0.0% | 0.0% | 402 | +69 | 172.5% | Q1 2026 | Apr 16, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 117 | 6 | 0.0% | 0.0% | 403 | -22 | -15.83% | Q1 2026 | May 19, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 126 | 6 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 107 | 5 | 0.0% | 0.0% | 407 | +2 | 1.9% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 98 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 79 | 4 | 0.0% | — | 414 | +79 | New | Q1 2026 | Apr 09, 2026 |
| Golden State Wealth Management, LLC | History | New | 74 | 4 | 0.0% | — | 413 | +74 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 81 | 4 | 0.0% | 0.0% | 411 | -22 | -21.36% | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 86 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 71 | 3 | 0.0% | — | 418 | +71 | New | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 64 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | No change | 66 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 48 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MRP Capital Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 21 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Olistico Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 5.26% | — | -3,063,500 | -100.0% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.64% | — | -360,513 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -268,447 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.01% | — | -225,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Peak Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.96% | — | -206,083 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -137,282 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -115,409 | -100.0% | Q1 2026 | May 01, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -95,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -80,371 | -100.0% | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -58,999 | -100.0% | Q1 2026 | May 14, 2026 |
| Compass Wealth Management, LLC/GA | History | Closed out | 0 | 0 | — | 1.31% | — | -57,152 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -46,770 | -100.0% | Q1 2026 | May 14, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -38,415 | -100.0% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -33,124 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Aureum Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.65% | — | -31,856 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,813 | -100.0% | Q1 2026 | May 15, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -27,384 | -100.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,443 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.27% | — | -18,709 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PeakShares LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -15,849 | -100.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -11,853 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10,300 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,918 | -100.0% | Q1 2026 | May 13, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,805 | -100.0% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,255 | -100.0% | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,305 | -100.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,287 | -100.0% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,276 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,913 | -100.0% | Q1 2026 | May 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,873 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,243 | -100.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,882 | -100.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,819 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,391 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -4,378 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,116 | -100.0% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,923 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,744 | -100.0% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,740 | -100.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,685 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,434 | -100.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,180 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -710 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -558 | -100.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -528 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -467 | -100.0% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 08, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -358 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -298 | -100.0% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 29, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |