ALPS ETF Trust - AMLP
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 | 15,835,961 | 833,605 | 0.05% | 0.04% | 1 | +1,407,145 | 9.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,490,654 | 446,948 | 0.03% | 0.03% | 2 | -81,506 | -0.95% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,517,252 | 395,708 | 0.07% | 0.06% | 3 | +469,901 | 6.67% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,862,600 | 361,247 | 0.05% | 0.0% | 4 | +6,310,600 | 1143.22% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,563,117 | 345,482 | 0.04% | 0.04% | 5 | -447,606 | -6.38% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 4,005,535 | 210,851 | 2.61% | 1.95% | 6 | +254,444 | 6.78% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 3,630,084 | 191,087 | 0.05% | 0.04% | 7 | +511,352 | 16.4% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,195,287 | 168,199 | 0.03% | 0.02% | 8 | +113,129 | 3.67% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,637,986 | 138,863 | 0.04% | 0.04% | 9 | +73,052 | 2.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,414,295 | 127,088 | 0.02% | 0.02% | 10 | +154,146 | 6.82% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,247,071 | 118,285 | 0.08% | 0.08% | 11 | -7,346 | -0.33% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,634,533 | 86,041 | 0.1% | 0.08% | 12 | +225,035 | 15.97% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 1,345,764 | 70,841 | 8.85% | 7.34% | 13 | +147,441 | 12.3% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,275,253 | 67,182 | 0.02% | 0.01% | 14 | -29,792 | -2.28% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,024,383 | 53,923 | 0.05% | 0.04% | 15 | +21,071 | 2.1% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,010,395 | 53,187 | 0.67% | 0.59% | 16 | -2,451 | -0.24% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 908,039 | 47,799 | 0.01% | 0.01% | 17 | +226,330 | 33.2% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 882,651 | 46,462 | 0.03% | 0.02% | 18 | +56,516 | 6.84% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 863,290 | 45,447 | 0.07% | 0.06% | 19 | -5,596 | -0.64% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 797,815 | 41,997 | 0.11% | 0.04% | 20 | +498,826 | 166.84% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 784,184 | 41,279 | 0.04% | 0.04% | 21 | +31,547 | 4.19% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 747,184 | 39,331 | 0.05% | 0.05% | 22 | -16,358 | -2.14% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 610,337 | 32,138 | 1.72% | 2.37% | 23 | -108,043 | -15.04% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 602,832 | 32,106 | 0.25% | — | 24 | +602,832 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 560,656 | 29,513 | 0.05% | 0.07% | 25 | -238,827 | -29.87% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 557,518 | 29,347 | 0.11% | 0.07% | 26 | +153,401 | 37.96% | Q1 2026 | Jun 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 549,908 | 28,947 | 0.07% | 0.05% | 27 | +52,941 | 10.65% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 538,203 | 28,331 | 0.05% | 0.04% | 28 | +96,272 | 21.78% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 534,883 | 28,156 | 0.08% | 0.07% | 29 | +4,293 | 0.81% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 525,634 | 27,669 | 0.03% | 0.03% | 30 | +33,607 | 6.83% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 514,685 | 27,093 | 0.13% | 0.13% | 31 | -3,634 | -0.7% | Q1 2026 | May 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 506,822 | 26,679 | 10.88% | 11.64% | 32 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 474,255 | 24,964 | 5.48% | 4.44% | 33 | +81,859 | 20.86% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Added to | 453,356 | 23,864 | 2.03% | 0.94% | 34 | +227,096 | 100.37% | Q1 2026 | Apr 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 424,860 | 22,364 | 2.13% | 1.68% | 35 | +51,454 | 13.78% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 410,468 | 21,607 | 1.18% | 1.05% | 36 | +22,928 | 5.92% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 393,535 | 20,715 | 0.25% | 0.25% | 37 | -14,669 | -3.59% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 383,010 | 20,161 | 1.92% | 1.67% | 38 | +28,979 | 8.19% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 374,509 | 19,613 | 0.04% | 0.03% | 39 | -59,686 | -13.75% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 366,812 | 19,308 | 0.12% | 0.09% | 40 | +37,393 | 11.35% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 361,588 | 19,034 | 1.28% | 1.17% | 41 | -664 | -0.18% | Q1 2026 | May 12, 2026 |
| Violich Capital Management, Inc. | History | Added to | 337,595 | 17,771 | 2.08% | 1.76% | 42 | +1,780 | 0.53% | Q1 2026 | Apr 08, 2026 |
| RS CRUM INC. | History | Added to | 333,012 | 17,529 | 3.39% | 3.04% | 43 | +9,653 | 2.99% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 319,667 | 16,827 | 0.02% | 0.02% | 44 | +1,966 | 0.62% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 310,984 | 16,370 | 0.0% | 0.0% | 45 | -442,697 | -58.74% | Q1 2026 | May 15, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 309,713 | 16,303 | 6.05% | 6.55% | 46 | -66,006 | -17.57% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 297,605 | 15,665 | 0.79% | 0.77% | 47 | -22,493 | -7.03% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 295,019 | 15,529 | 0.06% | — | 48 | +295,019 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 294,319 | 15,492 | 0.38% | 0.3% | 49 | +37,081 | 14.42% | Q1 2026 | Apr 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 292,167 | 15,379 | 1.52% | 1.27% | 50 | +17,202 | 6.26% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 286,518 | 15,082 | 0.06% | 0.05% | 51 | +4,343 | 1.54% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 286,205 | 15,065 | 0.91% | 0.66% | 52 | +63,244 | 28.37% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 275,660 | 14,681 | 0.0% | 0.0% | 53 | +248,943 | 931.78% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 278,583 | 14,575 | 0.54% | 0.94% | 54 | +153,259 | 122.29% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 272,698 | 14,354 | 0.76% | 0.67% | 55 | +4,362 | 1.63% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 267,353 | 14,074 | 0.23% | 0.24% | 56 | -41,229 | -13.36% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 254,318 | 13,387 | 1.9% | 1.74% | 57 | -4,856 | -1.87% | Q1 2026 | May 26, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 247,800 | 13,044 | 1.03% | 0.87% | 58 | +300 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 247,302 | 13,017 | 0.05% | 0.03% | 59 | +88,484 | 55.71% | Q1 2026 | Apr 30, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 245,708 | 12,934 | 3.25% | 3.04% | 60 | +3,597 | 1.49% | Q1 2026 | Apr 16, 2026 |
| Hilton Capital Management, LLC | History | Added to | 242,654 | 12,773 | 0.96% | 0.85% | 61 | +3,973 | 1.66% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 242,427 | 12,761 | 6.64% | — | 62 | +242,427 | New | Q1 2026 | May 05, 2026 |
| Truffle Hound Capital, LLC | History | No change | 240,000 | 12,633 | 3.27% | 2.94% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 231,837 | 12,203 | 1.25% | 0.36% | 64 | +156,763 | 208.81% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 220,740 | 11,619 | 0.13% | 0.13% | 65 | -2,907 | -1.3% | Q1 2026 | May 08, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 219,454 | 11,552 | 9.17% | 6.88% | 66 | -1,699 | -0.77% | Q1 2026 | May 04, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 216,983 | 11,421 | 3.68% | 3.92% | 67 | -47,000 | -17.8% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 216,257 | 11,383 | 0.05% | 0.05% | 68 | -649 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 210,781 | 11,095 | 1.36% | 0.95% | 69 | +56,426 | 36.56% | Q1 2026 | May 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 208,811 | 10,991 | 0.8% | 0.65% | 70 | -6,463 | -3.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 203,343 | 10,874 | 0.01% | 0.01% | 71 | -2,980 | -1.44% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 200,160 | 10,536 | 0.13% | 0.1% | 72 | +19,255 | 10.64% | Q1 2026 | May 05, 2026 |
| Oak Harvest Investment Services | History | Added to | 200,040 | 10,530 | 1.1% | 0.93% | 73 | +18,358 | 10.1% | Q1 2026 | Apr 22, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 200,000 | 10,528 | 1.34% | — | 75 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Granby Capital Management, LLC | History | No change | 200,000 | 10,528 | 6.03% | 5.02% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 195,658 | 10,299 | 0.0% | 0.0% | 76 | +19,688 | 11.19% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 189,901 | 9,996 | 0.34% | 0.1% | 77 | +24,318 | 14.69% | Q1 2026 | Apr 23, 2026 |
| Elgethun Capital Management | History | Added to | 189,327 | 9,966 | 1.65% | 1.53% | 78 | +763 | 0.4% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 183,853 | 9,949 | 1.65% | 1.2% | 79 | +40,809 | 28.53% | Q1 2026 | May 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 183,167 | 9,590 | 1.47% | — | 80 | +183,167 | New | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 179,130 | 9,429 | 0.05% | 0.04% | 81 | +16,876 | 10.4% | Q1 2026 | Apr 15, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 178,545 | 9,399 | 2.71% | 2.15% | 82 | -5,130 | -2.79% | Q1 2026 | Apr 23, 2026 |
| BARD ASSOCIATES INC | History | Added to | 172,682 | 9,090 | 2.28% | 2.08% | 83 | +155 | 0.09% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 170,599 | 8,980 | 0.0% | 0.0% | 84 | -172,093 | -50.22% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 169,630 | 8,929 | 0.19% | 0.17% | 85 | +4,599 | 2.79% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 165,952 | 8,735 | 0.7% | 0.62% | 86 | -4,237 | -2.49% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | New | 159,937 | 8,419 | 0.2% | — | 87 | +159,937 | New | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 157,549 | 8,293 | 0.48% | 0.41% | 88 | +1,466 | 0.94% | Q1 2026 | May 04, 2026 |
| Left Brain Wealth Management, LLC | History | Added to | 154,731 | 8,145 | 3.2% | 2.39% | 89 | +7,770 | 5.29% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 154,600 | 8,138 | 0.01% | 0.0% | 90 | +82,200 | 113.54% | Q1 2026 | May 15, 2026 |
| Brick & Kyle, Associates | History | No change | 172,307 | 8,102 | 2.87% | 2.87% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 153,655 | 8,088 | 0.01% | 0.01% | 92 | +25,277 | 19.69% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 151,544 | 7,977 | 0.13% | 0.11% | 93 | +14,172 | 10.32% | Q1 2026 | May 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 151,234 | 7,960 | 6.66% | 4.43% | 94 | +4,937 | 3.37% | Q1 2026 | May 01, 2026 |
| MUHLENKAMP & CO INC | History | Reduced | 150,615 | 7,928 | 2.09% | 2.23% | 95 | -25,686 | -14.57% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150,251 | 7,909 | 0.04% | 0.04% | 96 | +9,733 | 6.93% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 149,445 | 7,866 | 0.2% | 0.14% | 97 | +32,946 | 28.28% | Q1 2026 | Apr 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 160,871 | 7,787 | 0.52% | 0.52% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 147,693 | 7,774 | 0.04% | 0.05% | 99 | -36,538 | -19.83% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Reduced | 146,924 | 7,734 | 0.09% | 0.23% | 100 | -329,568 | -69.17% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 139,680 | 7,352 | 1.08% | — | 101 | +139,680 | New | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 138,120 | 7,270 | 1.32% | 1.09% | 102 | +12,500 | 9.95% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 137,087 | 7,216 | 0.02% | 0.02% | 103 | +12,576 | 10.1% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 137,037 | 7,213 | 0.08% | 0.01% | 104 | +125,186 | 1056.33% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 136,039 | 7,161 | 0.01% | 0.01% | 105 | +4,247 | 3.22% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | Added to | 135,983 | 7,158 | 3.08% | 2.47% | 106 | +23,332 | 20.71% | Q1 2026 | May 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 132,895 | 6,995 | 0.77% | 0.66% | 107 | -18 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 132,211 | 6,956 | 0.01% | 0.01% | 108 | +3,548 | 2.76% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 127,734 | 6,723 | 3.76% | 2.65% | 109 | +19,537 | 18.06% | Q1 2026 | Apr 10, 2026 |
| Element Wealth, LLC | History | Added to | 125,561 | 6,609 | 2.73% | 2.27% | 110 | +8,576 | 7.33% | Q1 2026 | May 04, 2026 |
| NORDEN GROUP LLC | History | New | 124,485 | 6,552 | 0.63% | — | 111 | +124,485 | New | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,938 | 6,403 | 0.01% | 0.01% | 112 | -44,297 | -24.04% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 120,554 | 6,345 | 0.01% | 0.0% | 113 | +117,453 | 3787.58% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 134,523 | 6,325 | 1.11% | 1.11% | 114 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 119,783 | 6,305 | 0.75% | 0.74% | 115 | -3,860 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 115,759 | 6,093 | 0.08% | 0.07% | 116 | +3,032 | 2.69% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 115,291 | 6,068 | 1.27% | — | 117 | +115,291 | New | Q1 2026 | Apr 29, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 113,947 | 5,998 | 0.68% | 0.59% | 118 | -2,897 | -2.48% | Q1 2026 | Apr 30, 2026 |
| Haven Private, LLC | History | Added to | 112,063 | 5,898 | 2.57% | 2.26% | 119 | +2,109 | 1.92% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 110,740 | 5,829 | 1.3% | 0.16% | 120 | +95,700 | 636.3% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 110,553 | 5,819 | 0.03% | 0.03% | 121 | -247 | -0.22% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 109,117 | 5,743 | 0.3% | 0.28% | 122 | +184 | 0.17% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Reduced | 109,037 | 5,739 | 0.03% | 0.04% | 123 | -41,465 | -27.55% | Q1 2026 | May 11, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 107,732 | 5,671 | 1.15% | 0.61% | 124 | +37,045 | 52.41% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 114,160 | 5,649 | 0.04% | 0.02% | 125 | +51,379 | 81.84% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 106,520 | 5,607 | 0.06% | 0.04% | 126 | +46,213 | 76.63% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 102,527 | 5,397 | 0.01% | 0.01% | 127 | +6,387 | 6.64% | Q1 2026 | Apr 27, 2026 |
| L & S Advisors Inc | History | Added to | 102,258 | 5,382 | 0.68% | 0.03% | 128 | +95,023 | 1313.38% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 102,016 | 5,370 | 0.07% | 0.06% | 129 | +16,328 | 19.06% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,354 | 5,335 | 0.01% | 0.01% | 130 | +16,073 | 18.85% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 113,357 | 5,330 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 101,219 | 5,328 | 0.07% | 0.07% | 132 | -305 | -0.3% | Q1 2026 | May 12, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | New | 100,000 | 5,264 | 0.26% | — | 134 | +100,000 | New | Q1 2026 | Apr 28, 2026 |
| Intrinsic Edge Capital Management LLC | History | Added to | 100,000 | 5,264 | 0.87% | 0.75% | 133 | +10,000 | 11.11% | Q1 2026 | May 18, 2026 |
| Prota Financial, LLC | History | New | 98,681 | 5,194 | 3.76% | — | 135 | +98,681 | New | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 98,238 | 5,171 | 0.04% | 0.03% | 136 | +20,835 | 26.92% | Q1 2026 | May 01, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 97,997 | 5,158 | 3.09% | 2.69% | 137 | -2,726 | -2.71% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 97,835 | 5,150 | 0.01% | 0.01% | 138 | -53,157 | -35.21% | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 97,756 | 5,145 | 0.82% | — | 139 | +97,756 | New | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 96,319 | 5,070 | 0.08% | 0.07% | 140 | +21,377 | 28.52% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 94,936 | 4,997 | 0.48% | 0.38% | 141 | +14,133 | 17.49% | Q1 2026 | Apr 22, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 94,905 | 4,995 | 1.41% | 1.54% | 142 | -24,573 | -20.57% | Q1 2026 | Apr 20, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 94,394 | 4,968 | 0.55% | 0.49% | 143 | -247 | -0.26% | Q1 2026 | May 08, 2026 |
| Aventail Capital Group, LP | History | New | 94,366 | 4,967 | 0.24% | — | 144 | +94,366 | New | Q1 2026 | May 15, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 94,314 | 4,964 | 2.48% | 3.0% | 145 | -11,728 | -11.06% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 92,758 | 4,872 | 0.03% | 0.03% | 146 | -2,431 | -2.55% | Q1 2026 | May 15, 2026 |
| White Pine Investment CO | History | Reduced | 92,361 | 4,862 | 1.13% | 1.03% | 147 | -685 | -0.74% | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 91,654 | 4,824 | 0.14% | 0.11% | 148 | +7,157 | 8.47% | Q1 2026 | Apr 29, 2026 |
| TKG Advisors, LLC | History | Reduced | 90,489 | 4,763 | 1.97% | 1.74% | 149 | -1,513 | -1.64% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 89,629 | 4,718 | 0.11% | 0.09% | 150 | +8,046 | 9.86% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 88,647 | 4,666 | 0.59% | 0.5% | 151 | +2,106 | 2.43% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 88,436 | 4,655 | 0.57% | 0.47% | 152 | +5,543 | 6.69% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 88,267 | 4,647 | 0.04% | 0.02% | 153 | +24,271 | 37.93% | Q1 2026 | May 14, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 88,197 | 4,643 | 0.33% | 0.12% | 154 | +50,486 | 133.88% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 86,028 | 4,528 | 1.64% | 1.39% | 155 | +2,159 | 2.57% | Q1 2026 | May 04, 2026 |
| Artesa Financial Group, LLC | History | Added to | 83,887 | 4,415 | 4.21% | 3.48% | 156 | +11,893 | 16.52% | Q1 2026 | Apr 21, 2026 |
| SMART Wealth LLC | History | Reduced | 81,592 | 4,295 | 1.26% | 1.23% | 157 | -3,973 | -4.64% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | Added to | 79,972 | 4,209 | 2.6% | 1.55% | 158 | +24,052 | 43.01% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 79,931 | 4,207 | 0.01% | 0.01% | 159 | -20,671 | -20.55% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 79,826 | 4,202 | 0.11% | 0.11% | 160 | -7,584 | -8.68% | Q1 2026 | May 12, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 79,809 | 4,201 | 4.51% | — | 161 | +79,809 | New | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 79,346 | 4,176 | 0.04% | 0.08% | 162 | -163,438 | -67.32% | Q1 2026 | May 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 77,390 | 4,073 | 3.2% | 2.6% | 163 | +9,284 | 13.63% | Q1 2026 | Apr 22, 2026 |
| Wills Financial Group LLC | History | Added to | 75,773 | 4,028 | 1.52% | 1.3% | 164 | +3,412 | 4.72% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 75,865 | 3,993 | 0.75% | 0.84% | 165 | -16,310 | -17.69% | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | Reduced | 75,147 | 3,955 | 1.07% | 1.08% | 166 | -404 | -0.53% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 74,881 | 3,941 | 0.12% | 0.11% | 167 | +1,680 | 2.3% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 74,852 | 3,940 | 0.01% | 0.01% | 168 | -30,843 | -29.18% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 72,835 | 3,937 | 0.07% | 0.02% | 169 | +50,411 | 224.81% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 74,791 | 3,936 | 0.35% | 0.31% | 170 | +2,222 | 3.06% | Q1 2026 | May 27, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 74,723 | 3,933 | 2.01% | 1.5% | 171 | -1,000 | -1.32% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 73,190 | 3,852 | 0.05% | 0.02% | 172 | +28,286 | 62.99% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Added to | 72,974 | 3,841 | 0.34% | 0.23% | 173 | +27,463 | 60.34% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 72,552 | 3,819 | 0.09% | 0.15% | 174 | +6,301 | 9.51% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Added to | 72,508 | 3,816 | 0.04% | 0.04% | 175 | +80 | 0.11% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 72,479 | 3,815 | 0.2% | 0.16% | 176 | -4,404 | -5.73% | Q1 2026 | Apr 28, 2026 |
| G&S Capital LLC | History | Added to | 72,468 | 3,814 | 1.34% | 1.2% | 177 | +388 | 0.54% | Q1 2026 | Apr 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 71,559 | 3,766 | 0.02% | 0.01% | 178 | -1,518 | -2.08% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 71,541 | 3,765 | 0.04% | 0.04% | 179 | +6,140 | 9.39% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 71,306 | 3,753 | 0.0% | 0.0% | 180 | -34,464 | -32.58% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 70,629 | 3,717 | 0.08% | 0.07% | 181 | +2,223 | 3.25% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 70,282 | 3,699 | 0.22% | 0.17% | 182 | +7,751 | 12.4% | Q1 2026 | May 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 69,891 | 3,679 | 0.21% | 0.24% | 183 | -17,257 | -19.8% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 69,651 | 3,666 | 0.08% | 0.09% | 184 | -18,252 | -20.76% | Q1 2026 | Apr 13, 2026 |
| TT Capital Management LLC | History | Reduced | 69,545 | 3,660 | 3.02% | 2.63% | 185 | -620 | -0.88% | Q1 2026 | May 12, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 69,333 | 3,649 | 1.27% | 1.02% | 186 | +14,179 | 25.71% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 68,444 | 3,552 | 0.08% | 0.09% | 187 | -3,098 | -4.33% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | Added to | 67,325 | 3,543 | 0.83% | 0.66% | 188 | +12,861 | 23.61% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 67,112 | 3,532 | 0.04% | 0.03% | 189 | +5,711 | 9.3% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 66,597 | 3,505 | 0.18% | 0.06% | 190 | +41,940 | 170.09% | Q1 2026 | Apr 15, 2026 |
| SAM Advisors, LLC | History | Added to | 66,159 | 3,482 | 1.09% | 0.96% | 191 | +1,448 | 2.24% | Q1 2026 | Apr 29, 2026 |
| Payne Capital Management, LLC | History | Reduced | 64,849 | 3,413 | 1.03% | 0.98% | 192 | -890 | -1.35% | Q1 2026 | May 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 64,370 | 3,388 | 1.2% | 0.87% | 193 | +12,352 | 23.75% | Q1 2026 | Apr 22, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 64,137 | 3,376 | 0.53% | 0.57% | 194 | -11,290 | -14.97% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 64,079 | 3,373 | 0.78% | 0.7% | 195 | +874 | 1.38% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 63,688 | 3,352 | 0.1% | 0.09% | 196 | +916 | 1.46% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 63,100 | 3,321 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 70,297 | 3,305 | 0.95% | 0.95% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 62,552 | 3,292 | 0.18% | 0.12% | 199 | +16,414 | 35.58% | Q1 2026 | Apr 24, 2026 |
| J. Goldman & Co LP | History | Added to | 62,496 | 3,289 | 0.1% | 0.01% | 200 | +54,532 | 684.73% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 62,393 | 3,284 | 0.1% | 0.06% | 201 | +21,803 | 53.72% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Added to | 61,954 | 3,261 | 0.1% | 0.08% | 202 | +5,512 | 9.77% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 60,748 | 3,197 | 0.01% | 0.01% | 203 | -15,010 | -19.81% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 60,576 | 3,188 | 0.02% | 0.02% | 204 | -9,794 | -13.92% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 60,530 | 3,186 | 0.06% | 0.04% | 205 | +18,345 | 43.49% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 59,646 | 3,139 | 0.02% | 0.0% | 206 | +45,112 | 310.39% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 59,602 | 3,137 | 1.38% | 1.24% | 207 | +1,488 | 2.56% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 59,243 | 3,118 | 0.09% | 0.07% | 208 | +1,850 | 3.22% | Q1 2026 | May 04, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 59,150 | 3,113 | 0.36% | 0.33% | 209 | -175 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Hegarty Advisors, LLC | History | Added to | 58,383 | 3,073 | 2.42% | 2.36% | 210 | +603 | 1.04% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 64,937 | 3,053 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 57,613 | 3,032 | 0.01% | 0.01% | 212 | -4,028 | -6.53% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 57,262 | 3,014 | 0.54% | 0.46% | 213 | +584 | 1.03% | Q1 2026 | May 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 56,900 | 2,995 | 0.01% | 0.0% | 214 | +27,400 | 92.88% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 56,780 | 2,988 | 0.17% | 0.16% | 215 | -1,808 | -3.09% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 56,694 | 2,984 | 0.0% | 0.0% | 216 | -295 | -0.52% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 56,372 | 2,967 | 0.68% | 0.58% | 217 | +2,162 | 3.99% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 54,709 | 2,879 | 0.0% | 0.0% | 218 | +30,570 | 126.64% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,673 | 2,877 | 0.03% | 0.03% | 219 | +5,152 | 10.4% | Q1 2026 | Apr 20, 2026 |
| Clarity Financial LLC | History | Reduced | 53,897 | 2,837 | 0.31% | 0.5% | 220 | -61,812 | -53.42% | Q1 2026 | May 01, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 53,885 | 2,836 | 1.05% | 0.9% | 221 | -721 | -1.32% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 53,858 | 2,835 | 0.38% | — | 222 | +53,858 | New | Q1 2026 | Apr 08, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 53,298 | 2,806 | 0.1% | 0.08% | 223 | +4,748 | 9.78% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 53,029 | 2,791 | 0.22% | 0.2% | 224 | -1,504 | -2.76% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 52,977 | 2,788 | 2.58% | 2.33% | 225 | -468 | -0.88% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 52,933 | 2,786 | 0.09% | 0.08% | 226 | +4,201 | 8.62% | Q1 2026 | May 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 52,482 | 2,762 | 0.28% | 0.25% | 227 | +461 | 0.89% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 52,213 | 2,748 | 0.02% | 0.02% | 228 | +950 | 1.85% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 51,633 | 2,717 | 0.45% | 0.41% | 229 | +174 | 0.34% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 50,441 | 2,655 | 0.48% | 1.36% | 230 | -236,622 | -82.43% | Q1 2026 | Apr 21, 2026 |
| Enclave Advisors LLC | History | Reduced | 50,029 | 2,633 | 0.36% | 1.04% | 231 | -105,660 | -67.87% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 49,621 | 2,612 | 0.03% | 0.03% | 232 | +646 | 1.32% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 48,752 | 2,596 | 0.09% | 0.06% | 233 | +14,953 | 44.24% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 49,301 | 2,595 | 0.27% | 0.23% | 234 | -3,585 | -6.78% | Q1 2026 | May 06, 2026 |
| Providence First Trust Co | History | Reduced | 48,509 | 2,553 | 0.9% | 0.87% | 235 | -4,744 | -8.91% | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 48,792 | 2,538 | 0.54% | 0.45% | 236 | +10,540 | 27.55% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 47,486 | 2,499 | 0.0% | — | 237 | +47,486 | New | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 47,415 | 2,495 | 0.0% | 0.0% | 238 | +7,015 | 17.36% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,272 | 2,462 | 0.02% | 0.02% | 239 | +9,918 | 26.55% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 46,728 | 2,459 | 0.03% | — | 240 | +46,728 | New | Q1 2026 | May 11, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 46,709 | 2,458 | 1.56% | 1.41% | 241 | -419 | -0.89% | Q1 2026 | Apr 20, 2026 |
| J.Safra Asset Management Corp | History | Added to | 46,525 | 2,449 | 0.13% | 0.11% | 242 | +1,950 | 4.37% | Q1 2026 | May 04, 2026 |
| ArchPoint Investors | History | No change | 46,325 | 2,438 | 0.58% | 0.52% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 46,109 | 2,427 | 0.49% | 0.37% | 244 | +6,972 | 17.81% | Q1 2026 | May 12, 2026 |
| Keewaydin Investments LLC | History | Added to | 45,985 | 2,420 | 0.76% | 0.57% | 245 | +513 | 1.13% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 45,889 | 2,416 | 0.26% | 0.23% | 246 | -420 | -0.91% | Q1 2026 | May 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 45,705 | 2,405 | 0.21% | 0.17% | 247 | +6,386 | 16.24% | Q1 2026 | Apr 07, 2026 |
| AXS Investments LLC | History | Added to | 45,187 | 2,378 | 0.96% | 0.54% | 248 | +11,869 | 35.62% | Q1 2026 | May 06, 2026 |
| Covenant Asset Management, LLC | History | Added to | 44,069 | 2,319 | 0.35% | 0.23% | 249 | +3,457 | 8.51% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 43,528 | 2,291 | 0.12% | 0.11% | 250 | +2,102 | 5.07% | Q1 2026 | Apr 29, 2026 |
| Walleye Trading LLC | History | Added to | 43,200 | 2,274 | 0.0% | 0.0% | 251 | +34,500 | 396.55% | Q1 2026 | May 08, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 42,850 | 2,255 | 1.01% | 0.76% | 252 | +25 | 0.06% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | New | 42,768 | 2,251 | 0.05% | — | 253 | +42,768 | New | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Reduced | 42,714 | 2,248 | 0.07% | 0.05% | 254 | -832 | -1.91% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 42,378 | 2,230 | 0.39% | 0.3% | 255 | +8,499 | 25.09% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Added to | 42,155 | 2,219 | 0.86% | 0.58% | 256 | +8,819 | 26.45% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | Added to | 42,715 | 2,198 | 0.24% | 0.28% | 257 | +769 | 1.83% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 41,198 | 2,168 | 0.19% | 0.14% | 258 | +6,242 | 17.86% | Q1 2026 | Apr 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | New | 41,168 | 2,167 | 1.26% | — | 259 | +41,168 | New | Q1 2026 | Apr 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,147 | 2,165 | 0.01% | 0.0% | 260 | +20,119 | 95.68% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 40,952 | 2,155 | 0.44% | 0.4% | 261 | -768 | -1.84% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 40,694 | 2,142 | 0.08% | 0.06% | 262 | +4,821 | 13.44% | Q1 2026 | May 14, 2026 |
| HC Advisors, LLC | History | Added to | 40,697 | 2,142 | 1.43% | 1.31% | 263 | +339 | 0.84% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 40,518 | 2,132 | 0.03% | 0.03% | 264 | -345 | -0.84% | Q1 2026 | May 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 40,467 | 2,130 | 0.18% | 0.32% | 265 | -26,691 | -39.74% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 40,453 | 2,129 | 0.08% | 0.1% | 266 | -18,586 | -31.48% | Q1 2026 | Apr 28, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 40,244 | 2,118 | 0.47% | 0.42% | 267 | +135 | 0.34% | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 39,614 | 2,085 | 1.28% | 1.07% | 268 | +1,954 | 5.19% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,994 | 2,052 | 0.03% | 0.04% | 269 | -11,596 | -22.92% | Q1 2026 | Apr 22, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 38,908 | 2,048 | 2.53% | 3.09% | 270 | -14,395 | -27.01% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,388 | 2,020 | 0.02% | 0.02% | 271 | -2,586 | -6.31% | Q1 2026 | Apr 20, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 38,210 | 1,989 | 0.55% | 0.48% | 272 | +3,534 | 10.19% | Q1 2026 | Apr 16, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 37,685 | 1,983 | 1.71% | 1.41% | 273 | +675 | 1.82% | Q1 2026 | May 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 37,609 | 1,979 | 0.12% | 0.08% | 274 | +7,653 | 25.55% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,607 | 1,979 | 0.04% | 0.04% | 275 | -4,725 | -11.16% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | Added to | 37,402 | 1,967 | 0.09% | 0.05% | 276 | +12,597 | 50.78% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | No change | 37,323 | 1,964 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,309 | 1,963 | 0.03% | 0.03% | 278 | +7,124 | 23.6% | Q1 2026 | May 18, 2026 |
| AE Wealth Management LLC | History | Added to | 36,893 | 1,942 | 0.01% | 0.01% | 279 | +17,483 | 90.07% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,713 | 1,932 | 0.04% | 0.02% | 280 | +21,322 | 138.54% | Q1 2026 | May 01, 2026 |
| SOUTHPORT MANAGEMENT, L.L.C. | History | No change | 40,500 | 1,904 | 6.65% | 6.65% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 36,016 | 1,895 | 0.06% | 0.05% | 282 | +3,951 | 12.32% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,876 | 1,888 | 0.06% | 0.05% | 283 | +3,100 | 9.46% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 35,740 | 1,881 | 0.14% | 0.19% | 284 | -13,375 | -27.23% | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | Added to | 35,629 | 1,875 | 0.6% | 0.77% | 285 | +22,266 | 166.62% | Q1 2026 | May 08, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 35,592 | 1,873 | 1.24% | 1.16% | 286 | -3,046 | -7.88% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 35,381 | 1,862 | 0.09% | 0.11% | 287 | -13,056 | -26.95% | Q1 2026 | Apr 28, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 35,318 | 1,859 | 0.14% | 0.1% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,295 | 1,857 | 0.01% | 0.01% | 289 | +15,925 | 82.21% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 35,103 | 1,847 | 0.03% | 0.02% | 290 | +6,436 | 22.45% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 35,049 | 1,844 | 1.01% | 0.9% | 291 | +225 | 0.65% | Q1 2026 | Apr 22, 2026 |
| 71 West Capital Partners | History | No change | 34,908 | 1,837 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 34,736 | 1,828 | 0.21% | 0.19% | 293 | +456 | 1.33% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 34,519 | 1,817 | 0.0% | 0.0% | 294 | +299 | 0.87% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 34,258 | 1,803 | 0.0% | 0.0% | 295 | +2,344 | 7.34% | Q1 2026 | May 14, 2026 |
| Collar Capital Management, LLC | History | Added to | 34,253 | 1,803 | 1.17% | 1.07% | 296 | +274 | 0.81% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 34,238 | 1,802 | 0.67% | — | 298 | +34,238 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 34,238 | 1,802 | 0.67% | 0.6% | 297 | +1,385 | 4.22% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 33,939 | 1,786 | 0.11% | 0.1% | 299 | -550 | -1.59% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 37,917 | 1,782 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 33,678 | 1,772 | 0.04% | 0.02% | 301 | +4,782 | 16.55% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 33,612 | 1,769 | 0.03% | 0.01% | 302 | +23,421 | 229.82% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 33,412 | 1,758 | 0.06% | 0.02% | 303 | +3,181 | 10.52% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 33,350 | 1,755 | 0.01% | 0.0% | 304 | +15,685 | 88.79% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,114 | 1,743 | 0.0% | 0.0% | 305 | +5,359 | 19.31% | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 32,655 | 1,730 | 0.62% | 0.45% | 306 | +9,821 | 43.01% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 32,687 | 1,721 | 0.01% | 0.01% | 307 | +1,608 | 5.17% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,437 | 1,698 | 0.1% | 0.09% | 308 | +47 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 32,269 | 1,690 | 0.09% | 0.07% | 309 | +918 | 2.93% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Reduced | 32,018 | 1,685 | 0.17% | 0.15% | 310 | -783 | -2.39% | Q1 2026 | Apr 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 31,501 | 1,658 | 0.1% | 0.11% | 311 | -952,258 | -96.8% | Q1 2026 | May 12, 2026 |
| Pointe Capital Management LLC | History | Added to | 31,281 | 1,646 | 0.82% | 0.62% | 312 | +4,549 | 17.02% | Q1 2026 | May 15, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 30,696 | 1,615 | 0.46% | 0.43% | 313 | -3,452 | -10.11% | Q1 2026 | Apr 27, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 30,410 | 1,601 | 0.96% | — | 314 | +30,410 | New | Q1 2026 | Apr 08, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 30,287 | 1,594 | 0.01% | 0.01% | 315 | -26,457 | -46.63% | Q1 2026 | May 07, 2026 |
| MBA Advisors LLC | History | Added to | 30,272 | 1,593 | 0.61% | 0.5% | 316 | +3,917 | 14.86% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 30,245 | 1,592 | 0.18% | 0.16% | 317 | +33 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 30,111 | 1,585 | 0.36% | 0.32% | 318 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,591 | 1,557 | 0.06% | 0.05% | 319 | +789 | 2.74% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 29,476 | 1,551 | 0.14% | 0.08% | 320 | -373 | -1.25% | Q1 2026 | May 14, 2026 |
| WP Advisors, LLC | History | New | 29,358 | 1,545 | 0.4% | — | 321 | +29,358 | New | Q1 2026 | May 04, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 29,301 | 1,542 | 1.17% | 1.25% | 322 | -2,383 | -7.52% | Q1 2026 | Apr 13, 2026 |
| Arkos Global Advisors | History | No change | 28,910 | 1,522 | 0.19% | 0.17% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,387 | 1,494 | 0.04% | 0.04% | 324 | +590 | 2.12% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,372 | 1,493 | 0.0% | 0.0% | 325 | +13,709 | 93.49% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Added to | 28,218 | 1,485 | 0.07% | 0.06% | 326 | +2,356 | 9.11% | Q1 2026 | Apr 27, 2026 |
| Stillwater Wealth Management Group | History | Added to | 28,210 | 1,484 | 0.92% | 0.45% | 327 | +13,975 | 98.17% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 31,187 | 1,466 | 0.11% | 0.11% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 27,691 | 1,457 | 0.39% | 0.35% | 329 | +545 | 2.01% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,677 | 1,456 | 0.03% | 0.03% | 330 | +207 | 0.75% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 27,118 | 1,427 | 0.03% | 0.02% | 331 | +2,378 | 9.61% | Q1 2026 | Jun 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,049 | 1,423 | 0.01% | 0.01% | 332 | +1,742 | 6.88% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 26,271 | 1,399 | 0.09% | — | 333 | +26,271 | New | Q1 2026 | Apr 24, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 26,416 | 1,390 | 0.36% | 0.3% | 334 | +223 | 0.85% | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | Reduced | 26,252 | 1,381 | 0.27% | 0.26% | 335 | -2,902 | -9.95% | Q1 2026 | Apr 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 26,080 | 1,372 | 0.23% | 0.19% | 336 | +1,919 | 7.94% | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 25,907 | 1,363 | 0.09% | 0.07% | 337 | +1,115 | 4.5% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,725 | 1,354 | 0.05% | 0.04% | 338 | +238 | 0.93% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 25,728 | 1,353 | 0.21% | 0.21% | 339 | -2,274 | -8.12% | Q1 2026 | May 04, 2026 |
| Granite Group Advisors, LLC | History | No change | 25,593 | 1,349 | 0.82% | 0.68% | 340 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,567 | 1,346 | 0.0% | 0.03% | 341 | -380,892 | -93.71% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 25,398 | 1,336 | 0.21% | 0.2% | 342 | -230 | -0.9% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,335 | 1,333 | 0.07% | 0.02% | 343 | +16,378 | 182.85% | Q1 2026 | Apr 23, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 25,315 | 1,332 | 0.98% | 0.77% | 344 | +3,085 | 13.88% | Q1 2026 | May 05, 2026 |
| First PREMIER Bank | History | Reduced | 25,123 | 1,323 | 0.31% | 0.28% | 345 | -736 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 25,101 | 1,321 | 1.08% | 0.01% | 346 | +24,885 | 11520.83% | Q1 2026 | May 11, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | History | Reduced | 25,038 | 1,318 | 0.78% | 0.66% | 347 | -736 | -2.86% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 25,271 | 1,316 | 0.09% | 0.08% | 348 | -664 | -2.56% | Q1 2026 | May 01, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 24,915 | 1,311 | 0.22% | 0.51% | 350 | -36,075 | -59.15% | Q1 2026 | Apr 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 24,916 | 1,311 | 0.17% | 0.14% | 349 | +483 | 1.98% | Q1 2026 | May 08, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 24,870 | 1,309 | 0.67% | 0.67% | 351 | +615 | 2.54% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,633 | 1,296 | 0.03% | 0.01% | 352 | +17,051 | 224.89% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 24,443 | 1,286 | 0.36% | 0.33% | 353 | +128 | 0.53% | Q1 2026 | Apr 30, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 24,200 | 1,273 | 0.65% | 0.61% | 354 | +1,993 | 8.97% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,071 | 1,267 | 0.0% | 0.0% | 355 | +952 | 4.12% | Q1 2026 | May 05, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 25,795 | 1,267 | 0.9% | 0.8% | 356 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,049 | 1,265 | 0.0% | 0.0% | 357 | +2,004 | 9.09% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 23,454 | 1,234 | 0.04% | 0.03% | 358 | +4,016 | 20.66% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,351 | 1,229 | 0.0% | 0.0% | 359 | -1,785 | -7.1% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 23,287 | 1,225 | 0.01% | 0.01% | 360 | +8,410 | 56.53% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,167 | 1,219 | 0.03% | 0.03% | 361 | -427 | -1.81% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 22,923 | 1,206 | 0.09% | 0.08% | 362 | +854 | 3.87% | Q1 2026 | Apr 14, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 22,455 | 1,182 | 1.11% | 0.77% | 363 | +6,024 | 36.66% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 22,300 | 1,173 | 0.19% | — | 365 | +22,300 | New | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 22,300 | 1,173 | 0.07% | 0.06% | 364 | +11,150 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Added to | 21,691 | 1,141 | 0.14% | 0.11% | 366 | +2,644 | 13.88% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 21,386 | 1,125 | 0.04% | 0.04% | 367 | -1,512 | -6.6% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 21,152 | 1,113 | 0.38% | 0.39% | 369 | -2,778 | -11.61% | Q1 2026 | Apr 23, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 21,151 | 1,113 | 0.0% | 0.0% | 368 | -1,939 | -8.4% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,048 | 1,107 | 0.08% | 0.07% | 370 | +1,835 | 9.55% | Q1 2026 | May 05, 2026 |
| Invst, LLC | History | Added to | 21,016 | 1,106 | 0.12% | 0.1% | 371 | +1,772 | 9.21% | Q1 2026 | May 13, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 20,987 | 1,104 | 0.04% | 0.04% | 372 | +100 | 0.48% | Q1 2026 | Apr 16, 2026 |
| Fullerton Advisors, LLC | History | Added to | 20,888 | 1,099 | 1.14% | 0.97% | 373 | +113 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 20,823 | 1,096 | 0.48% | 0.7% | 374 | -12,754 | -37.98% | Q1 2026 | May 01, 2026 |
| WealthTrust Axiom LLC | History | Added to | 20,774 | 1,093 | 0.27% | 0.25% | 375 | +100 | 0.48% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 20,653 | 1,087 | 0.28% | 0.06% | 376 | +15,666 | 314.14% | Q1 2026 | Apr 08, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 20,623 | 1,085 | 0.06% | 0.04% | 377 | +1,673 | 8.83% | Q1 2026 | May 12, 2026 |
| NVWM, LLC | History | Reduced | 20,556 | 1,082 | 0.24% | 0.32% | 378 | -10,698 | -34.23% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,467 | 1,077 | 0.02% | 0.02% | 379 | +48 | 0.24% | Q1 2026 | Apr 14, 2026 |
| FWG Holdings, LLC | History | Added to | 20,353 | 1,063 | 0.4% | 0.24% | 381 | +8,477 | 71.38% | Q1 2026 | Apr 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 20,211 | 1,063 | 0.24% | 0.17% | 380 | +4,071 | 25.22% | Q1 2026 | May 21, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 20,182 | 1,062 | 0.92% | 0.88% | 382 | -1,472 | -6.8% | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 20,000 | 1,052 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 19,946 | 1,049 | 0.15% | 0.13% | 384 | -803 | -3.87% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 19,778 | 1,041 | 0.62% | 0.65% | 385 | -1,172 | -5.59% | Q1 2026 | May 12, 2026 |
| Genesis Financial Group, LLC | History | New | 19,742 | 1,039 | 0.66% | — | 387 | +19,742 | New | Q1 2026 | May 18, 2026 |
| BBR PARTNERS, LLC | History | No change | 19,739 | 1,039 | 0.06% | 0.05% | 386 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Auour Investments LLC | History | Added to | 19,711 | 1,037 | 0.33% | 0.28% | 388 | +736 | 3.88% | Q1 2026 | Apr 20, 2026 |
| OneAscent Family Office, LLC | History | Added to | 19,688 | 1,036 | 0.72% | 0.58% | 389 | +1,469 | 8.06% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Added to | 19,601 | 1,031 | 0.12% | 0.1% | 390 | +1,065 | 5.75% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 19,322 | 1,017 | 0.54% | 0.48% | 391 | +1,155 | 6.36% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 19,244 | 1,013 | 0.06% | 0.05% | 392 | +261 | 1.37% | Q1 2026 | Apr 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 19,171 | 1,009 | 0.01% | 0.01% | 393 | +2,600 | 15.69% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Reduced | 19,132 | 1,007 | 0.12% | 0.17% | 394 | -12,203 | -38.94% | Q1 2026 | Apr 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 18,974 | 998 | 0.17% | 0.15% | 395 | +1,480 | 8.46% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 18,866 | 993 | 0.03% | 0.01% | 396 | +6,895 | 57.6% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 18,728 | 985 | 0.04% | 1.49% | 397 | -266,363 | -93.43% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 18,637 | 981 | 0.01% | 0.01% | 398 | +449 | 2.47% | Q1 2026 | May 15, 2026 |
| Fortress Financial Solutions, LLC | History | New | 18,606 | 979 | 1.02% | — | 399 | +18,606 | New | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,499 | 973 | 0.06% | 0.05% | 400 | +1,737 | 10.36% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 20,197 | 949 | 0.05% | 0.04% | 401 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Indie Asset Partners, LLC | History | Added to | 17,950 | 944 | 1.08% | 0.91% | 402 | +500 | 2.87% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 17,907 | 942 | 0.12% | 0.11% | 403 | +1,594 | 9.77% | Q1 2026 | Apr 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,845 | 939 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 17,767 | 935 | 0.39% | 0.9% | 405 | -28,734 | -61.79% | Q1 2026 | Apr 23, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 17,631 | 928 | 0.31% | 0.28% | 406 | -63 | -0.36% | Q1 2026 | May 08, 2026 |
| one8zero8, LLC | History | No change | 17,400 | 915 | 0.2% | 0.18% | 407 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 17,171 | 903 | 0.05% | 0.05% | 408 | +280 | 1.66% | Q1 2026 | May 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 17,136 | 902 | 0.4% | 0.3% | 409 | +2,000 | 13.21% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 17,084 | 899 | 0.1% | 0.08% | 410 | +1,382 | 8.8% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,858 | 887 | 0.0% | 0.0% | 411 | +1,488 | 9.68% | Q1 2026 | May 05, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 16,785 | 883 | 0.13% | 0.12% | 412 | -295 | -1.73% | Q1 2026 | May 04, 2026 |
| Hollow Brook Wealth Management LLC | History | Added to | 16,461 | 866 | 0.22% | 0.2% | 413 | +20 | 0.12% | Q1 2026 | May 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 16,265 | 856 | 0.11% | 0.09% | 414 | +205 | 1.28% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 16,070 | 846 | 0.04% | 0.04% | 415 | -262 | -1.6% | Q1 2026 | May 18, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 15,861 | 834 | 0.12% | 0.04% | 416 | +9,663 | 155.91% | Q1 2026 | Apr 15, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 15,807 | 832 | 0.57% | 0.86% | 417 | -10,166 | -39.14% | Q1 2026 | May 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 15,804 | 831 | 0.45% | 0.38% | 418 | +172 | 1.1% | Q1 2026 | May 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 15,736 | 828 | 0.77% | 0.71% | 419 | +29 | 0.18% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,637 | 823 | 0.0% | 0.0% | 421 | +8,176 | 109.58% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 15,648 | 823 | 0.01% | 0.01% | 420 | -50 | -0.32% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 15,462 | 813 | 0.11% | 0.12% | 422 | +114 | 0.74% | Q1 2026 | May 08, 2026 |
| CPA Asset Management Group, LLC | History | No change | 15,424 | 811 | 0.27% | 0.25% | 423 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | New | 15,399 | 810 | 0.02% | — | 424 | +15,399 | New | Q1 2026 | May 04, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 15,295 | 805 | 0.69% | 0.59% | 425 | -250 | -1.61% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,203 | 800 | 0.01% | — | 426 | +15,203 | New | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,076 | 793 | 0.0% | 0.0% | 427 | -1,595 | -9.57% | Q1 2026 | May 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 15,000 | 789 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 14,884 | 783 | 0.0% | 0.0% | 429 | +629 | 4.41% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | Added to | 14,878 | 783 | 0.39% | 0.37% | 430 | +289 | 1.98% | Q1 2026 | May 14, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 14,483 | 762 | 0.21% | 0.26% | 431 | -8,107 | -35.89% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | No change | 14,440 | 760 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 14,379 | 756 | 0.24% | 0.21% | 433 | -9 | -0.06% | Q1 2026 | Apr 14, 2026 |
| DDFG, Inc | History | Added to | 14,351 | 755 | 0.16% | 0.14% | 434 | +775 | 5.71% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 14,300 | 752 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mattern Wealth Management LLC | History | Added to | 14,250 | 750 | 0.15% | 0.12% | 436 | +500 | 3.64% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 14,088 | 741 | 0.21% | 0.22% | 437 | -1,754 | -11.07% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,071 | 740 | 0.11% | 0.1% | 438 | +404 | 2.96% | Q1 2026 | Apr 21, 2026 |
| Hamilton Wealth, LLC | History | Added to | 14,010 | 737 | 0.05% | 0.12% | 439 | +177 | 1.28% | Q1 2026 | May 18, 2026 |
| Hurley Capital, LLC | History | Added to | 13,841 | 728 | 0.39% | 0.36% | 440 | +269 | 1.98% | Q1 2026 | May 06, 2026 |
| Claris Financial LLC | History | Reduced | 13,731 | 722 | 0.4% | 0.47% | 441 | -4,945 | -26.48% | Q1 2026 | May 18, 2026 |
| FF Advisors,LLC | History | Reduced | 13,788 | 719 | 0.29% | 0.33% | 442 | -1,900 | -12.11% | Q1 2026 | Apr 27, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 13,563 | 713 | 0.17% | 0.18% | 443 | -2,215 | -14.04% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 13,535 | 712 | 0.09% | — | 444 | +13,535 | New | Q1 2026 | May 18, 2026 |
| Vigilare Wealth Management | History | No change | 13,121 | 690 | 0.23% | 0.21% | 445 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| VestGen Advisors, LLC | History | New | 12,760 | 689 | 0.02% | — | 446 | +12,760 | New | Q1 2026 | May 14, 2026 |
| Miller Investment Management, LP | History | No change | 13,079 | 688 | 0.07% | 0.06% | 447 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockport Wealth LLC | History | Added to | 12,934 | 680 | 0.12% | 0.05% | 448 | +7,298 | 129.49% | Q1 2026 | May 05, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 12,759 | 671 | 0.37% | 0.37% | 449 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 12,614 | 664 | 0.02% | 0.02% | 450 | -2,525 | -16.68% | Q1 2026 | May 14, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 12,600 | 663 | 0.42% | 0.26% | 451 | +4,000 | 46.51% | Q1 2026 | Apr 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 12,534 | 659 | 0.28% | 0.27% | 452 | -659 | -5.0% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 12,516 | 658 | 0.29% | 0.34% | 453 | -2,991 | -19.29% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | No change | 12,495 | 657 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 12,451 | 655 | 0.37% | 0.35% | 455 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 12,412 | 653 | 0.02% | 0.1% | 456 | -54,928 | -81.57% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,385 | 651 | 0.02% | 0.02% | 457 | -1,433 | -10.37% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 12,317 | 648 | 0.08% | 0.05% | 459 | +3,766 | 44.04% | Q1 2026 | May 06, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 12,328 | 648 | 0.16% | 0.15% | 458 | -532 | -4.14% | Q1 2026 | Apr 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 12,248 | 644 | 0.53% | 0.47% | 460 | +95 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Allred Capital Management, LLC | History | Added to | 12,091 | 636 | 0.23% | 0.19% | 462 | +914 | 8.18% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 12,084 | 636 | 0.0% | 0.0% | 461 | +77 | 0.64% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,026 | 633 | 0.0% | 0.0% | 463 | -14,919 | -55.37% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 12,000 | 631 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ferguson Shapiro LLC | History | New | 11,950 | 629 | 0.19% | — | 465 | +11,950 | New | Q1 2026 | Apr 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 11,880 | 625 | 0.07% | 0.06% | 466 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 11,835 | 622 | 0.17% | 0.15% | 467 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,768 | 619 | 0.01% | 0.01% | 468 | -8,945 | -43.19% | Q1 2026 | May 08, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 11,633 | 612 | 0.81% | 0.43% | 469 | +3,600 | 44.82% | Q1 2026 | Apr 14, 2026 |
| J2 Capital Management Inc | History | Added to | 11,621 | 611 | 0.42% | 0.18% | 470 | +6,273 | 117.3% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,551 | 607 | 0.05% | 0.03% | 471 | +1,606 | 16.15% | Q1 2026 | May 20, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 11,484 | 604 | 0.03% | 0.02% | 472 | -758 | -6.19% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 11,430 | 601 | 0.05% | 0.1% | 473 | -7,334 | -39.09% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 11,087 | 583 | 0.04% | 0.04% | 474 | -407 | -3.54% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | No change | 11,088 | 583 | 0.14% | 0.12% | 475 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,941 | 575 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,858 | 571 | 0.01% | 0.01% | 477 | +78 | 0.72% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,847 | 570 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Walker Asset Management, LLC | History | Reduced | 10,807 | 568 | 0.31% | 0.28% | 479 | -466 | -4.13% | Q1 2026 | Apr 24, 2026 |
| Empire Financial Management Company, LLC | History | No change | 10,800 | 568 | 0.13% | 0.11% | 480 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 10,790 | 567 | 0.18% | — | 482 | +10,790 | New | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Reduced | 10,777 | 567 | 0.01% | 0.01% | 481 | -316 | -2.85% | Q1 2026 | Apr 16, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 10,755 | 566 | 0.2% | 0.12% | 483 | +2,790 | 35.03% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Group, LLC | History | No change | 10,750 | 565 | 0.05% | 0.04% | 484 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Management LLC | History | New | 10,729 | 564 | 0.11% | — | 486 | +10,729 | New | Q1 2026 | Apr 01, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 10,726 | 564 | 0.23% | 0.17% | 485 | +1,358 | 14.5% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,698 | 563 | 0.02% | 0.01% | 488 | +5,374 | 100.94% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,710 | 563 | 0.0% | 0.0% | 487 | +1,070 | 11.1% | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 10,492 | 552 | 0.02% | 0.02% | 489 | +178 | 1.73% | Q1 2026 | Apr 28, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 10,444 | 549 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | No change | 10,375 | 546 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,361 | 545 | 0.0% | 0.0% | 492 | -4,467 | -30.13% | Q1 2026 | May 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 10,321 | 543 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,225 | 538 | 0.2% | 0.19% | 494 | +33 | 0.32% | Q1 2026 | Apr 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 10,705 | 537 | 0.04% | 0.02% | 495 | +6,000 | 127.52% | Q1 2026 | May 05, 2026 |
| Abel Hall, LLC | History | No change | 10,200 | 536 | 0.11% | 0.11% | 496 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 10,107 | 532 | 0.26% | 0.23% | 497 | -863 | -7.87% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | New | 10,080 | 530 | 0.0% | — | 498 | +10,080 | New | Q1 2026 | May 12, 2026 |
| Advisory Advocates, LLC | History | Added to | 9,993 | 526 | 0.54% | 0.42% | 502 | +1,000 | 11.12% | Q1 2026 | May 05, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,002 | 526 | 0.18% | 0.18% | 501 | -972 | -8.86% | Q1 2026 | Apr 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 10,000 | 526 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bramshill Investments, LLC | History | No change | 10,000 | 526 | 0.05% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballew Advisors, Inc | History | Reduced | 10,032 | 525 | 0.3% | 0.28% | 503 | -48 | -0.48% | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 9,962 | 524 | 0.04% | 0.04% | 504 | -3,101 | -23.74% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 9,893 | 520 | 0.12% | — | 505 | +9,893 | New | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 9,825 | 517 | 0.04% | 0.03% | 506 | +464 | 4.96% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | Added to | 9,779 | 514 | 0.04% | 0.04% | 507 | +27 | 0.28% | Q1 2026 | May 01, 2026 |
| STAR Financial Bank | History | Reduced | 9,566 | 503 | 0.24% | 0.39% | 509 | -6,860 | -41.76% | Q1 2026 | May 08, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 9,562 | 503 | 0.42% | 0.37% | 508 | +159 | 1.69% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 9,500 | 500 | 0.07% | 0.05% | 510 | +2,000 | 26.67% | Q1 2026 | Apr 15, 2026 |
| Castleview Partners, LLC | History | Added to | 9,504 | 500 | 0.26% | 0.18% | 511 | +1,972 | 26.18% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,491 | 499 | 0.0% | 0.0% | 512 | +3,713 | 64.26% | Q1 2026 | May 13, 2026 |
| URS Advisory LLC | History | Reduced | 9,432 | 496 | 0.36% | 0.5% | 513 | -3,450 | -26.78% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,352 | 492 | 0.0% | 0.0% | 514 | +561 | 6.38% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 9,365 | 492 | 0.14% | 0.13% | 515 | +178 | 1.94% | Q1 2026 | Apr 23, 2026 |
| Edge Wealth Management LLC | History | No change | 9,290 | 489 | 0.08% | 0.08% | 516 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,247 | 486 | 0.05% | 0.05% | 517 | -178 | -1.89% | Q1 2026 | May 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 9,128 | 480 | 0.23% | 0.18% | 518 | +1,028 | 12.69% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 9,000 | 473 | 0.11% | 0.13% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 8,954 | 471 | 0.21% | 0.19% | 520 | +243 | 2.79% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 8,949 | 471 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | No change | 8,930 | 470 | 0.09% | 0.07% | 522 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,882 | 467 | 0.02% | 0.03% | 523 | -2,753 | -23.66% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 8,866 | 466 | 0.15% | 0.21% | 524 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | New | 8,805 | 463 | 0.02% | — | 525 | +8,805 | New | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 9,725 | 457 | 0.07% | 0.07% | 526 | -475 | -4.66% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,674 | 456 | 0.0% | 0.0% | 527 | +291 | 3.47% | Q1 2026 | Apr 27, 2026 |
| Windsor Advisory Group, LLC | History | No change | 8,650 | 455 | 0.38% | 0.36% | 528 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 8,628 | 454 | 0.07% | 0.06% | 529 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 8,625 | 454 | 0.31% | 0.3% | 530 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 8,621 | 453 | 0.26% | — | 531 | +8,621 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 8,569 | 451 | 0.1% | 0.1% | 532 | +209 | 2.5% | Q1 2026 | Apr 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 8,619 | 450 | 0.05% | 0.06% | 533 | -602 | -6.53% | Q1 2026 | Apr 10, 2026 |
| Simplicity Wealth,LLC | History | New | 8,520 | 448 | 0.03% | — | 534 | +8,520 | New | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,336 | 438 | 0.01% | 0.01% | 535 | +4 | 0.05% | Q1 2026 | Apr 10, 2026 |
| RFP Financial Group LLC | History | No change | 8,289 | 436 | 0.24% | 0.19% | 536 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 8,210 | 432 | 0.21% | 0.21% | 538 | -643 | -7.26% | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 8,429 | 432 | 0.28% | 0.27% | 537 | +98 | 1.18% | Q1 2026 | Apr 16, 2026 |
| Index Technologies Group LLC | History | Reduced | 8,166 | 429 | 0.47% | 0.66% | 540 | -5,359 | -39.62% | Q1 2026 | Apr 29, 2026 |
| Kercheville Advisors, LLC | History | Added to | 8,150 | 429 | 0.14% | 0.1% | 539 | +330 | 4.22% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 8,141 | 428 | 0.05% | 0.04% | 541 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 9,079 | 426 | 0.26% | 0.26% | 542 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 8,091 | 425 | 0.16% | 0.14% | 543 | +103 | 1.29% | Q1 2026 | Apr 23, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 8,071 | 424 | 0.01% | 0.01% | 544 | +71 | 0.89% | Q1 2026 | May 14, 2026 |
| First Western Trust Bank | History | New | 8,000 | 421 | 0.02% | — | 545 | +8,000 | New | Q1 2026 | May 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 7,992 | 420 | 0.09% | — | 547 | +7,992 | New | Q1 2026 | Apr 09, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 7,995 | 420 | 0.08% | 0.07% | 546 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 7,977 | 419 | 0.29% | 0.27% | 548 | -353 | -4.24% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 7,863 | 413 | 0.04% | 0.04% | 549 | -435 | -5.24% | Q1 2026 | Apr 09, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 7,860 | 413 | 0.15% | 0.07% | 550 | +133 | 1.72% | Q1 2026 | May 13, 2026 |
| Pingora Partners LLC | History | Reduced | 7,858 | 413 | 0.24% | 0.23% | 551 | -110 | -1.38% | Q1 2026 | May 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 7,796 | 410 | 0.25% | 0.23% | 552 | -58 | -0.74% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,715 | 406 | 0.01% | 0.01% | 553 | -2,312 | -23.06% | Q1 2026 | May 15, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 7,700 | 405 | 0.12% | 0.12% | 554 | -1,565 | -16.89% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Added to | 7,648 | 402 | 0.01% | 0.01% | 555 | +2,242 | 41.47% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 7,594 | 399 | 0.03% | 0.02% | 556 | +38 | 0.5% | Q1 2026 | Apr 10, 2026 |
| Synergy Asset Management, LLC | History | New | 7,489 | 394 | 0.04% | — | 558 | +7,489 | New | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,500 | 394 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,471 | 390 | 0.0% | 0.0% | 560 | -4,685 | -38.54% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,428 | 390 | 0.0% | 0.0% | 559 | -56 | -0.75% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,363 | 387 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Latitude Advisors, LLC | History | New | 7,312 | 384 | 0.18% | — | 563 | +7,312 | New | Q1 2026 | Apr 27, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 7,301 | 384 | 0.04% | 0.03% | 562 | +1,174 | 19.16% | Q1 2026 | Apr 29, 2026 |
| VestGen Investment Management | History | Reduced | 7,268 | 382 | 0.21% | 0.4% | 564 | -8,030 | -52.49% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 7,243 | 381 | 0.07% | 0.08% | 565 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Bank & Trust Co | History | New | 7,214 | 379 | 0.14% | — | 567 | +7,214 | New | Q1 2026 | Apr 30, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 7,205 | 379 | 0.02% | 0.02% | 566 | -1,065 | -12.88% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,185 | 378 | 0.0% | 0.0% | 568 | -769 | -9.67% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Reduced | 7,191 | 378 | 0.03% | 0.03% | 569 | -468 | -6.11% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,180 | 377 | 0.02% | 0.02% | 570 | -657 | -8.38% | Q1 2026 | May 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 7,139 | 375 | 0.06% | 0.05% | 571 | +690 | 10.7% | Q1 2026 | Apr 07, 2026 |
| RDA Financial Network | History | No change | 7,107 | 374 | 0.09% | 0.08% | 572 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 7,100 | 373 | 0.0% | 0.0% | 573 | -572 | -7.46% | Q1 2026 | May 26, 2026 |
| Vise Technologies, Inc. | History | No change | 7,922 | 372 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 7,070 | 372 | 0.23% | 0.21% | 575 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 7,059 | 371 | 0.07% | — | 576 | +7,059 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 7,041 | 370 | 0.01% | 0.0% | 577 | +5,692 | 421.94% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,039 | 370 | 0.0% | 0.0% | 578 | -544 | -7.17% | Q1 2026 | Apr 29, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 6,943 | 365 | 0.06% | 0.18% | 581 | -9,844 | -58.64% | Q1 2026 | Apr 17, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 6,942 | 365 | 0.14% | 0.09% | 579 | +1,466 | 26.77% | Q1 2026 | Apr 06, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 6,937 | 365 | 0.05% | 0.05% | 580 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 6,900 | 363 | 0.05% | 0.05% | 582 | +200 | 2.99% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,848 | 360 | 0.0% | 0.0% | 583 | -824 | -10.74% | Q1 2026 | Apr 24, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 6,792 | 357 | 0.04% | 0.04% | 585 | -171 | -2.46% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 6,786 | 357 | 0.01% | 0.01% | 584 | +15 | 0.22% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 6,755 | 355 | 0.0% | 0.01% | 586 | -10,350 | -60.51% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,689 | 352 | 0.01% | 0.01% | 587 | +209 | 3.23% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | New | 6,546 | 344 | 0.04% | — | 588 | +6,546 | New | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,365 | 335 | 0.1% | 0.1% | 589 | -479 | -7.0% | Q1 2026 | Apr 20, 2026 |
| K.J. Harrison & Partners Inc | History | New | 6,314 | 332 | 0.05% | — | 591 | +6,314 | New | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,318 | 332 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,280 | 330 | 0.01% | 0.01% | 592 | +272 | 4.53% | Q1 2026 | Apr 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 6,280 | 330 | 0.11% | 0.1% | 593 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,218 | 327 | 0.08% | — | 594 | +6,218 | New | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | No change | 6,197 | 326 | 0.36% | 0.34% | 595 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Obermeyer Wealth Partners | History | New | 6,190 | 325 | 0.01% | — | 596 | +6,190 | New | Q1 2026 | Apr 20, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,165 | 324 | 0.34% | 0.38% | 597 | -1,728 | -21.89% | Q1 2026 | Apr 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 6,061 | 319 | 0.02% | 0.03% | 598 | -3,019 | -33.25% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 6,079 | 319 | 0.11% | 0.11% | 600 | +200 | 3.4% | Q1 2026 | Apr 21, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 6,065 | 319 | 0.06% | 0.05% | 599 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 6,053 | 318 | 0.1% | 0.09% | 601 | +5 | 0.08% | Q1 2026 | Apr 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 6,000 | 315 | 0.05% | 0.05% | 602 | -7,458 | -55.42% | Q1 2026 | Apr 24, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 5,991 | 315 | 0.05% | — | 603 | +5,991 | New | Q1 2026 | May 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 5,913 | 311 | 0.07% | — | 604 | +5,913 | New | Q1 2026 | May 05, 2026 |
| LongView Wealth Management | History | Added to | 6,032 | 310 | 0.08% | 0.07% | 605 | +337 | 5.92% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 5,846 | 307 | 0.02% | — | 606 | +5,846 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 5,830 | 306 | 0.01% | 0.02% | 607 | -1,584 | -21.36% | Q1 2026 | May 05, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 5,816 | 306 | 0.14% | 0.17% | 608 | -1,574 | -21.3% | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | No change | 5,809 | 305 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,774 | 303 | 0.0% | 0.0% | 610 | +267 | 4.85% | Q1 2026 | Apr 15, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 5,756 | 303 | 0.08% | 0.07% | 611 | +7 | 0.12% | Q1 2026 | May 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 5,714 | 300 | 0.03% | 0.02% | 612 | +146 | 2.62% | Q1 2026 | Apr 20, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 5,680 | 299 | 0.03% | 0.02% | 613 | +271 | 5.01% | Q1 2026 | Apr 22, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 5,667 | 298 | 0.02% | 0.02% | 614 | -211 | -3.59% | Q1 2026 | Apr 06, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 5,635 | 296 | 0.04% | 0.03% | 616 | +599 | 11.89% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 5,734 | 296 | 0.01% | 0.01% | 615 | +394 | 7.38% | Q1 2026 | Apr 17, 2026 |
| Trask Adam Roland | History | New | 5,594 | 294 | 0.28% | — | 618 | +5,594 | New | Q1 2026 | May 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 5,600 | 294 | 0.12% | 0.1% | 617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 5,577 | 293 | 0.02% | 0.0% | 619 | -255,136 | -97.86% | Q1 2026 | May 07, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 5,577 | 293 | 0.06% | 0.05% | 620 | +275 | 5.19% | Q1 2026 | Apr 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,585 | 293 | 0.02% | 0.02% | 621 | -215 | -3.71% | Q1 2026 | May 21, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 5,450 | 290 | 0.1% | 0.08% | 622 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,459 | 287 | 0.06% | 0.05% | 623 | +551 | 11.23% | Q1 2026 | Apr 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 5,415 | 285 | 0.06% | 0.06% | 624 | +68 | 1.27% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,402 | 284 | 0.03% | — | 626 | +5,402 | New | Q1 2026 | May 05, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 5,398 | 284 | 0.13% | 0.11% | 625 | +287 | 5.62% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | New | 5,319 | 280 | 0.1% | — | 627 | +5,319 | New | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 5,300 | 278 | 0.0% | 0.07% | 628 | -682,135 | -99.23% | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | No change | 5,300 | 278 | 0.07% | 0.06% | 629 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,225 | 273 | 0.01% | 0.0% | 630 | +4,100 | 364.44% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,200 | 273 | 0.03% | 0.03% | 631 | -199 | -3.69% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,135 | 270 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | No change | 5,133 | 270 | 0.11% | 0.1% | 633 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 5,096 | 268 | 0.08% | 0.07% | 634 | -187 | -3.54% | Q1 2026 | Apr 17, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 5,108 | 268 | 0.16% | 0.14% | 635 | +29 | 0.57% | Q1 2026 | May 11, 2026 |
| Envision Financial LLC | History | Reduced | 5,057 | 266 | 0.14% | 0.17% | 637 | -1,724 | -25.42% | Q1 2026 | Apr 16, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 5,062 | 266 | 0.1% | 0.09% | 636 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,039 | 265 | 0.0% | 0.01% | 639 | -2,270 | -31.06% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,035 | 265 | 0.01% | 0.01% | 638 | -166 | -3.19% | Q1 2026 | May 08, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,014 | 263 | 0.05% | 0.05% | 641 | +52 | 1.05% | Q1 2026 | Apr 10, 2026 |
| Financial Insights, Inc. | History | Added to | 5,010 | 263 | 0.09% | 0.08% | 640 | +20 | 0.4% | Q1 2026 | May 18, 2026 |
| Capula Management Ltd | History | Reduced | 4,991 | 262 | 0.0% | 0.0% | 643 | -14,991 | -75.02% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,994 | 262 | 0.01% | 0.0% | 642 | +3,100 | 163.67% | Q1 2026 | Apr 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,968 | 261 | 0.0% | 0.0% | 644 | -594 | -10.68% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 261,798 | 261 | 0.05% | 0.04% | 645 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 5,544 | 260 | 0.19% | 0.19% | 646 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Annex Advisory Services, LLC | History | New | 4,920 | 259 | 0.0% | — | 647 | +4,920 | New | Q1 2026 | Apr 16, 2026 |
| Objective Capital Management, LLC | History | New | 4,916 | 258 | 0.26% | — | 648 | +4,916 | New | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,845 | 255 | 0.07% | 0.05% | 649 | +545 | 12.67% | Q1 2026 | Apr 29, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 4,824 | 253 | 0.24% | 0.22% | 650 | -300 | -5.85% | Q1 2026 | Apr 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,784 | 251 | 0.0% | — | 651 | +4,784 | New | Q1 2026 | Apr 27, 2026 |
| Redwood Family Wealth LLC | History | Added to | 4,697 | 247 | 0.24% | 0.22% | 652 | +35 | 0.75% | Q1 2026 | May 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 4,647 | 245 | 0.17% | 0.15% | 653 | +90 | 1.97% | Q1 2026 | May 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 4,650 | 241 | 0.08% | 0.07% | 654 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 4,546 | 239 | 0.01% | — | 655 | +4,546 | New | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 4,513 | 237 | 0.06% | 0.05% | 656 | +59 | 1.32% | Q1 2026 | Apr 08, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,500 | 236 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | New | 4,472 | 235 | 0.0% | — | 658 | +4,472 | New | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Reduced | 4,460 | 234 | 0.06% | 0.06% | 660 | -163 | -3.53% | Q1 2026 | May 07, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 4,450 | 234 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,442 | 233 | 0.0% | — | 663 | +4,442 | New | Q1 2026 | Apr 30, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,445 | 233 | 0.05% | 0.05% | 662 | -1,302 | -22.66% | Q1 2026 | Apr 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 4,440 | 233 | 0.04% | 0.03% | 661 | +86 | 1.98% | Q1 2026 | Apr 22, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 4,407 | 232 | 0.11% | 0.1% | 664 | +28 | 0.64% | Q1 2026 | Apr 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 4,375 | 230 | 0.03% | 0.04% | 665 | -500 | -10.26% | Q1 2026 | Apr 08, 2026 |
| Icon Wealth Advisors, LLC | History | New | 4,298 | 228 | 0.01% | — | 667 | +4,298 | New | Q1 2026 | May 12, 2026 |
| SEARLE & CO. | History | No change | 4,337 | 228 | 0.06% | 0.05% | 666 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Accent Capital Management, LLC | History | No change | 1,171 | 224 | 0.11% | 0.1% | 668 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INSIGHT 2811, INC. | History | New | 4,247 | 223 | 0.09% | — | 670 | +4,247 | New | Q1 2026 | May 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,757 | 223 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | New | 4,170 | 219 | 0.06% | — | 671 | +4,170 | New | Q1 2026 | May 01, 2026 |
| Proactive Wealth Strategies LLC | History | New | 4,168 | 219 | 0.04% | — | 672 | +4,168 | New | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,160 | 218 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | New | 4,139 | 217 | 0.03% | — | 675 | +4,139 | New | Q1 2026 | Apr 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 4,124 | 217 | 0.03% | — | 674 | +4,124 | New | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | New | 4,118 | 216 | 0.0% | — | 676 | +4,118 | New | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 4,099 | 215 | 0.02% | — | 677 | +4,099 | New | Q1 2026 | May 07, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 4,050 | 213 | 0.02% | — | 679 | +4,050 | New | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,049 | 213 | 0.01% | — | 678 | +4,049 | New | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | New | 4,152 | 212 | 0.01% | — | 682 | +4,152 | New | Q1 2026 | Apr 24, 2026 |
| Dana Investment Advisors, Inc. | History | New | 4,044 | 212 | 0.01% | — | 681 | +4,044 | New | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,036 | 212 | 0.01% | — | 680 | +4,036 | New | Q1 2026 | Apr 30, 2026 |
| EVERPAR ADVISORS LLC | History | New | 4,036 | 212 | 0.07% | — | 684 | +4,036 | New | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | New | 4,029 | 212 | 0.04% | — | 683 | +4,029 | New | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,011 | 211 | 0.0% | 0.02% | 685 | -16,111 | -80.07% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | New | 4,018 | 211 | 0.03% | — | 688 | +4,018 | New | Q1 2026 | Apr 17, 2026 |
| Friedenthal Financial | History | Added to | 4,027 | 211 | 0.11% | 0.03% | 686 | +2,925 | 265.43% | Q1 2026 | Apr 20, 2026 |
| Pandora Wealth, Inc. | History | No change | 4,500 | 211 | 0.13% | 0.13% | 687 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ridgepath Capital Management LLC | History | New | 4,000 | 210 | 0.1% | — | 690 | +4,000 | New | Q1 2026 | May 07, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 4,000 | 210 | 0.17% | — | 691 | +4,000 | New | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 4,005 | 210 | 0.05% | 0.05% | 689 | -72 | -1.77% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 3,972 | 209 | 0.0% | 0.01% | 692 | -6,743 | -62.93% | Q1 2026 | May 05, 2026 |
| Argent Advisors, Inc. | History | Reduced | 3,952 | 208 | 0.06% | 0.19% | 693 | -10,150 | -71.98% | Q1 2026 | Apr 24, 2026 |
| Pasadena Private Wealth, LLC | History | New | 3,934 | 207 | 0.03% | — | 694 | +3,934 | New | Q1 2026 | Apr 22, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 3,883 | 204 | 0.01% | — | 695 | +3,883 | New | Q1 2026 | Apr 13, 2026 |
| 1ST SOURCE BANK | History | New | 3,842 | 202 | 0.01% | — | 696 | +3,842 | New | Q1 2026 | May 04, 2026 |
| INVESTED ADVISORS | History | New | 3,832 | 201 | 0.2% | — | 697 | +3,832 | New | Q1 2026 | Apr 29, 2026 |
| DF DENT & CO INC | History | New | 3,809 | 200 | 0.0% | — | 698 | +3,809 | New | Q1 2026 | May 15, 2026 |
| Roxbury Financial LLC | History | No change | 3,766 | 198 | 0.18% | 0.16% | 699 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,689 | 194 | 0.01% | 0.0% | 700 | +2,199 | 147.58% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,700 | 194 | 0.01% | 0.01% | 701 | -273 | -6.87% | Q1 2026 | May 15, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 3,242 | 170 | 0.04% | 0.05% | 702 | -670 | -17.13% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Added to | 3,226 | 168 | 0.0% | 0.0% | 703 | +57 | 1.8% | Q1 2026 | Apr 28, 2026 |
| Holos Integrated Wealth LLC | History | New | 3,145 | 165 | 0.08% | — | 704 | +3,145 | New | Q1 2026 | Apr 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,120 | 164 | 0.05% | 0.04% | 705 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,111 | 163 | 0.02% | 0.02% | 706 | -68 | -2.14% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 2,825 | 148 | 0.12% | 0.12% | 707 | -2,362 | -45.54% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,766 | 145 | 0.02% | 0.03% | 708 | -1,708 | -38.18% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 2,627 | 138 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,542 | 132 | 0.01% | 0.01% | 710 | -194 | -7.09% | Q1 2026 | Apr 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,458 | 129 | 0.05% | 0.04% | 711 | +21 | 0.86% | Q1 2026 | Apr 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,415 | 127 | 0.08% | 0.09% | 712 | -250 | -9.38% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,400 | 126 | 0.0% | 0.0% | 713 | -96 | -3.85% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 2,309 | 121 | 0.01% | 0.01% | 714 | +29 | 1.27% | Q1 2026 | Apr 17, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 2,222 | 116 | 0.1% | 0.15% | 715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,172 | 114 | 0.05% | 0.04% | 716 | +42 | 1.97% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,061 | 108 | 0.0% | 0.01% | 717 | -3,660 | -63.97% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,068 | 108 | 0.0% | — | 718 | +2,068 | New | Q1 2026 | May 07, 2026 |
| ADG Wealth Management Group, LLC | History | New | 2,064 | 108 | 0.07% | — | 719 | +2,064 | New | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | Reduced | 2,046 | 107 | 0.01% | 0.01% | 720 | -841 | -29.13% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,038 | 107 | 0.0% | 0.0% | 721 | +11 | 0.54% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,002 | 105 | 0.01% | 0.01% | 723 | -94 | -4.48% | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,000 | 105 | 0.01% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,942 | 102 | 0.0% | — | 725 | +1,942 | New | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,953 | 102 | 0.0% | 0.0% | 724 | +383 | 24.39% | Q1 2026 | May 04, 2026 |
| Anfield Capital Management, LLC | History | New | 1,911 | 100 | 0.03% | — | 726 | +1,911 | New | Q1 2026 | May 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,874 | 98 | 0.02% | — | 727 | +1,874 | New | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 1,857 | 97 | 0.02% | 0.01% | 728 | +433 | 30.41% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,829 | 96 | 0.03% | 0.03% | 729 | -154 | -7.77% | Q1 2026 | Apr 14, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,825 | 96 | 0.06% | 0.06% | 730 | +3 | 0.16% | Q1 2026 | May 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,818 | 95 | 0.04% | 0.03% | 731 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 1,783 | 93 | 0.0% | 0.0% | 732 | +102 | 6.07% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,711 | 92 | 0.01% | 0.11% | 734 | -12,233 | -87.73% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,750 | 92 | 0.02% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,762 | 92 | 0.07% | 0.06% | 735 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | No change | 1,720 | 90 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,620 | 85 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,626 | 81 | 0.0% | 0.0% | 739 | +25 | 1.56% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,547 | 81 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Added to | 1,522 | 80 | 0.05% | 0.05% | 741 | +372 | 32.35% | Q1 2026 | May 15, 2026 |
| SUMMER ROAD LLC | History | Added to | 1,524 | 80 | 0.06% | 0.05% | 740 | +5 | 0.33% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,395 | 73 | 0.0% | 0.0% | 743 | +371 | 36.23% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,398 | 73 | 0.0% | 0.0% | 742 | -298 | -17.57% | Q1 2026 | May 08, 2026 |
| PALLADIEM, LLC | History | No change | 1,281 | 67 | 0.06% | 0.06% | 744 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,260 | 66 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,300 | 63 | 0.03% | 0.02% | 746 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,203 | 63 | 0.05% | 0.04% | 747 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pioneer Family Office, LLC | History | No change | 1,206 | 63 | 0.04% | 0.04% | 748 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,188 | 62 | 0.06% | 0.06% | 749 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,081 | 56 | 0.04% | — | 750 | +1,081 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 1,041 | 54 | 0.0% | 0.0% | 751 | +65 | 6.66% | Q1 2026 | May 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 1,000 | 52 | 0.03% | — | 752 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 971 | 51 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 945 | 49 | 0.04% | 0.03% | 754 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Arlington Trust Co LLC | History | No change | 910 | 47 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| City State Bank | History | Reduced | 837 | 44 | 0.01% | 0.01% | 756 | -169 | -16.8% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 834 | 43 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 800 | 42 | 0.01% | — | 761 | +800 | New | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 802 | 42 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Capital Management | History | No change | 808 | 42 | 0.02% | 0.02% | 759 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 800 | 42 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 791 | 41 | 0.01% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 729 | 38 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 700 | 36 | 0.01% | 0.0% | 764 | +600 | 600.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 672 | 35 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Quaker Wealth Management, LLC | History | New | 600 | 31 | 0.01% | — | 768 | +600 | New | Q1 2026 | Apr 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 600 | 31 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GS Investments, Inc. | History | No change | 600 | 31 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 581 | 30 | 0.02% | 0.02% | 769 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 654 | 29 | 0.0% | 0.0% | 771 | +543 | 489.19% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 566 | 29 | 0.0% | 0.0% | 770 | +466 | 466.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 564 | 29 | 0.0% | 0.0% | 773 | -80 | -12.42% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 633 | 29 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 543 | 28 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 531 | 27 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Community Bank | History | New | 460 | 24 | 0.01% | — | 778 | +460 | New | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | Reduced | 460 | 24 | 0.0% | 0.0% | 777 | -175 | -27.56% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 463 | 24 | 0.0% | 0.0% | 776 | +9 | 1.98% | Q1 2026 | Apr 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 425 | 22 | 0.01% | 0.0% | 779 | +300 | 240.0% | Q1 2026 | May 11, 2026 |
| Brandywine Financial Group | History | Reduced | 369 | 19 | 0.02% | 1.61% | 780 | -15,411 | -97.66% | Q1 2026 | Jun 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 350 | 18 | 0.0% | — | 783 | +350 | New | Q1 2026 | Apr 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 357 | 18 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | No change | 360 | 18 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | No change | 325 | 17 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 322 | 16 | 0.0% | 0.0% | 785 | +6 | 1.9% | Q1 2026 | Apr 17, 2026 |
| Wiser Advisor Group LLC | History | Added to | 299 | 15 | 0.02% | 0.01% | 787 | +6 | 2.05% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 15 | 0.01% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 14 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 247 | 13 | 0.0% | 0.0% | 790 | +20 | 8.81% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 263 | 13 | 0.0% | 0.0% | 789 | +1 | 0.38% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 216 | 12 | 0.0% | 0.0% | 791 | +30 | 16.13% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 238 | 12 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 250 | 12 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 200 | 10 | 0.0% | — | 796 | +200 | New | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | New | 200 | 10 | 0.0% | — | 797 | +200 | New | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 206 | 10 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | No change | 199 | 10 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Truvestments Capital LLC | History | New | 171 | 9 | 0.0% | — | 801 | +171 | New | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 171 | 9 | 0.0% | 0.0% | 799 | -62 | -26.61% | Q1 2026 | Apr 06, 2026 |
| Vision Retirement, LLC | History | Added to | 181 | 9 | 0.0% | 0.0% | 800 | +46 | 34.07% | Q1 2026 | May 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 172 | 9 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 153 | 8 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 168 | 8 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 168 | 8 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 170 | 8 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 139 | 7 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 144 | 7 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corsicana & Co. | History | No change | 141 | 7 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 122 | 6 | 0.0% | 0.0% | 811 | +2 | 1.67% | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | New | 100 | 5 | 0.0% | — | 814 | +100 | New | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PROTECTIVE LIFE CORP | History | New | 76 | 4 | 0.01% | — | 816 | +76 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 59 | 3 | 0.0% | 0.0% | 818 | -85 | -59.03% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | New | 65 | 3 | 0.0% | — | 821 | +65 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 58 | 3 | 0.0% | — | 820 | +58 | New | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 65 | 3 | 0.0% | 0.0% | 817 | +13 | 25.0% | Q1 2026 | Apr 07, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 49 | 2 | 0.0% | — | 824 | +49 | New | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 44 | 2 | 0.0% | — | 825 | +44 | New | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 40 | 2 | 0.0% | — | 823 | +40 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 40 | 2 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LuminArx Capital Management LP | History | Reduced | 2,000 | 1 | 0.0% | 0.03% | 826 | -62,700 | -96.91% | Q1 2026 | May 14, 2026 |
| Transce3nd, LLC | History | No change | 32 | 1 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.04% | — | -503,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.63% | — | -400,000 | -100.0% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -371,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253,147 | -100.0% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -147,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Southern Farm Bureau Life Insurance | History | Closed out | 0 | 0 | — | 0.48% | — | -97,825 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,928 | -100.0% | Q1 2026 | May 14, 2026 |
| Regency Capital Management Inc.\DE | History | Closed out | 0 | 0 | — | 0.92% | — | -46,843 | -100.0% | Q1 2026 | May 05, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Closed out | 0 | 0 | — | 0.06% | — | -44,910 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.39% | — | -35,031 | -100.0% | Q1 2026 | May 04, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -33,835 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -33,359 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -32,163 | -100.0% | Q1 2026 | May 14, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -22,376 | -100.0% | Q1 2026 | May 11, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.04% | — | -17,234 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -16,260 | -100.0% | Q1 2026 | May 13, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,662 | -100.0% | Q1 2026 | May 11, 2026 |
| INVESTMENT HOUSE LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,646 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Madrona Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,080 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,764 | -100.0% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -11,241 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BROOKFIELD Corp /ON/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,790 | -100.0% | Q1 2026 | May 15, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,550 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,328 | -100.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,234 | -100.0% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,226 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,886 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,790 | -100.0% | Q1 2026 | May 12, 2026 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,570 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,920 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,448 | -100.0% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,406 | -100.0% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,290 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,714 | -100.0% | Q1 2026 | May 01, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,569 | -100.0% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,429 | -100.0% | Q1 2026 | May 01, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,408 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -908 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -369 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |