ARK ETF Trust - ARKK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,052,337 | 679,437 | 0.08% | 0.12% | 1 | -3,114,653 | -23.66% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,010,930 | 541,458 | 0.07% | 0.05% | 2 | +3,610,644 | 82.05% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,270,775 | 423,841 | 0.05% | 0.02% | 3 | +4,370,854 | 230.05% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,866,594 | 396,523 | 0.02% | 0.02% | 4 | +484,704 | 9.01% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,665,715 | 315,355 | 0.05% | 0.07% | 5 | -1,599,210 | -25.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 3,236,389 | 218,747 | 0.03% | 0.04% | 6 | -110,582 | -3.3% | Q1 2026 | May 05, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 3,151 | 212,976 | 4.07% | 2.63% | 7 | -17,914 | -85.04% | Q1 2026 | Apr 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 2,953,544 | 199,630 | 0.46% | 0.48% | 8 | +149,202 | 5.32% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,248,298 | 151,962 | 0.01% | 0.02% | 9 | -1,443,366 | -39.1% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 850,475 | 144,311 | 0.07% | 0.04% | 10 | +499,588 | 142.38% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 2,103,180 | 142,153 | 0.04% | 0.05% | 11 | -49,494 | -2.3% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 2,004,046 | 135,453 | 0.06% | 0.09% | 12 | -572,257 | -22.21% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,816,556 | 122,781 | 0.02% | 0.02% | 13 | +500,612 | 38.04% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,779,562 | 113,037 | 0.01% | 0.0% | 14 | +1,250,650 | 236.46% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 1,586,000 | 107,197 | 0.23% | 0.29% | 15 | +12,000 | 0.76% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,168,458 | 78,952 | 0.05% | 0.03% | 16 | +364,767 | 45.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 841,306 | 56,863 | 0.02% | 0.02% | 17 | -20,105 | -2.33% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Reduced | 454,900 | 30,746 | 0.18% | 0.89% | 18 | -1,240,600 | -73.17% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 454,043 | 30,688 | 0.03% | 0.04% | 19 | -84,801 | -15.74% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 425,470 | 28,756 | 0.01% | 0.01% | 20 | -44,866 | -9.54% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 382,968 | 25,884 | 8.15% | 9.84% | 21 | +9,985 | 2.68% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 380,299 | 25,704 | 0.11% | 0.12% | 22 | +6,433 | 1.72% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 338,900 | 22,906 | 0.04% | 0.08% | 23 | -375,332 | -52.55% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 330,377 | 22,331 | 0.03% | 0.04% | 24 | -18,189 | -5.22% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 323,187 | 21,844 | 0.03% | 0.04% | 25 | -32,039 | -9.02% | Q1 2026 | Apr 27, 2026 |
| Diameter Capital Partners LP | History | New | 300,000 | 20,277 | 1.9% | — | 26 | +300,000 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 283,230 | 19,143 | 0.01% | 0.01% | 27 | -49,373 | -14.84% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 283,131 | 19,136 | 0.04% | 0.4% | 28 | -2,486,086 | -89.78% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | New | 149,042 | 18,527 | 2.36% | — | 29 | +149,042 | New | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 258,795 | 17,491 | 0.58% | 0.71% | 30 | -25,062 | -8.83% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 251,467 | 16,996 | 0.35% | 0.39% | 31 | -5,806 | -2.26% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 251,490 | 16,762 | 0.08% | 0.09% | 32 | +14,315 | 6.04% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 242,598 | 16,332 | 0.02% | 0.02% | 33 | -20,061 | -7.64% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 234,539 | 15,853 | 0.04% | 0.05% | 34 | -32,329 | -12.11% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Added to | 201,073 | 13,590 | 0.0% | 0.0% | 35 | +33,414 | 19.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 199,631 | 13,493 | 0.01% | 0.02% | 36 | +737 | 0.37% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 197,099 | 13,321 | 0.02% | 0.02% | 37 | +5,608 | 2.93% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 177,228 | 11,978 | 0.0% | 0.0% | 38 | -4,384 | -2.41% | Q1 2026 | May 04, 2026 |
| GERBER, LLC | History | Reduced | 168,280 | 11,374 | 6.35% | 7.25% | 39 | -656 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 159,798 | 10,800 | 0.01% | 0.0% | 40 | +120,798 | 309.74% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 156,385 | 10,570 | 0.02% | 0.03% | 41 | +3,208 | 2.09% | Q1 2026 | May 05, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Reduced | 155,000 | 10,476 | 0.36% | 1.59% | 42 | -284,000 | -64.69% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 152,546 | 10,310 | 0.03% | 0.04% | 43 | -23,785 | -13.49% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 143,821 | 9,720 | 0.73% | 0.92% | 44 | -4,030 | -2.73% | Q1 2026 | Apr 30, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 138,000 | 9,327 | 0.65% | — | 45 | +138,000 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 119,703 | 8,090 | 0.09% | 0.1% | 46 | +2,132 | 1.81% | Q1 2026 | Apr 16, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 116,377 | 7,865 | 3.76% | 4.14% | 47 | -864 | -0.74% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 119,185 | 7,702 | 0.0% | 0.0% | 48 | +22,615 | 23.42% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 105,109 | 7,104 | 0.01% | 0.01% | 49 | +420 | 0.4% | Q1 2026 | May 14, 2026 |
| ARK Investment Management LLC | History | Added to | 104,637 | 7,072 | 0.05% | 0.04% | 50 | +22,173 | 26.89% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 103,643 | 7,005 | 0.01% | 0.01% | 51 | +3,403 | 3.39% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Reduced | 101,900 | 6,887 | 0.05% | 0.56% | 52 | -800,813 | -88.71% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 100,000 | 6,759 | 0.01% | 0.0% | 53 | +79,902 | 397.56% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 97,387 | 6,582 | 0.0% | 0.01% | 54 | -123,761 | -55.96% | Q1 2026 | May 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 96,436 | 6,518 | 3.11% | 3.34% | 55 | -3,533 | -3.53% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 96,333 | 6,511 | 0.02% | 0.03% | 56 | +11,577 | 13.66% | Q1 2026 | Apr 30, 2026 |
| SkyOak Wealth, LLC | History | Added to | 92,431 | 6,247 | 1.14% | 1.27% | 57 | +359 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 88,952 | 6,012 | 1.58% | 1.73% | 58 | -8,366 | -8.6% | Q1 2026 | May 11, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 87,577 | 5,919 | 0.2% | 0.15% | 59 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 86,400 | 5,839 | 0.01% | — | 60 | +86,400 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 85,100 | 5,751 | 0.0% | 0.0% | 61 | -5,773 | -6.35% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 83,113 | 5,617 | 0.09% | 0.11% | 62 | +8,539 | 11.45% | Q1 2026 | May 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 78,705 | 5,319 | 0.17% | 0.11% | 63 | -2,199 | -2.72% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 77,722 | 5,253 | 0.01% | 0.02% | 64 | -25,221 | -24.5% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,638 | 5,112 | 0.01% | 0.01% | 65 | -3,863 | -4.86% | Q1 2026 | Apr 27, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 73,278 | 4,952 | 2.16% | 2.47% | 66 | -499 | -0.68% | Q1 2026 | May 04, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 71,088 | 4,804 | 1.2% | 1.42% | 67 | -123 | -0.17% | Q1 2026 | May 07, 2026 |
| Shay Capital LLC | History | New | 70,000 | 4,731 | 0.4% | — | 68 | +70,000 | New | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 69,100 | 4,670 | 0.01% | 0.03% | 69 | -123,400 | -64.1% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 67,531 | 4,564 | 0.2% | 0.23% | 70 | +2,813 | 4.35% | Q1 2026 | May 12, 2026 |
| LMR Partners LLP | History | Added to | 66,401 | 4,488 | 0.01% | 0.01% | 71 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 66,232 | 4,476 | 0.06% | 0.15% | 72 | -67,449 | -50.46% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 64,815 | 4,380 | 0.05% | 0.06% | 73 | -2,904 | -4.29% | Q1 2026 | Apr 20, 2026 |
| EFG International AG | History | Added to | 64,209 | 4,340 | 0.09% | 0.09% | 74 | +2,200 | 3.55% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 64,159 | 4,336 | 0.1% | — | 75 | +64,159 | New | Q1 2026 | Apr 27, 2026 |
| Maven Securities LTD | History | No change | 62,077 | 4,194 | 0.08% | 0.11% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 57,600 | 3,893 | 0.03% | 0.02% | 77 | +18,355 | 46.77% | Q1 2026 | May 07, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 55,000 | 3,717 | 0.38% | 0.65% | 78 | -25,000 | -31.25% | Q1 2026 | May 13, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 54,758 | 3,701 | 4.48% | 4.38% | 79 | -16 | -0.03% | Q1 2026 | May 15, 2026 |
| AYAL Capital Advisors Ltd | History | Reduced | 54,500 | 3,683 | 1.0% | 9.48% | 80 | -299,100 | -84.59% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 51,013 | 3,647 | 2.97% | 3.15% | 81 | +3,793 | 8.03% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 53,088 | 3,588 | 0.02% | 0.02% | 82 | -128 | -0.24% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Reduced | 50,000 | 3,379 | 0.01% | 0.29% | 83 | -731,800 | -93.6% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 48,903 | 3,305 | 0.04% | 0.05% | 84 | -8,020 | -14.09% | Q1 2026 | Apr 20, 2026 |
| National Philanthropic Trust | History | No change | 48,387 | 3,270 | 0.03% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 44,018 | 2,975 | 0.17% | 0.2% | 86 | +21,917 | 99.17% | Q1 2026 | Apr 22, 2026 |
| Missouri Trust & Investment Co | History | Added to | 43,780 | 2,959 | 0.87% | 0.93% | 87 | +2,590 | 6.29% | Q1 2026 | May 14, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 42,941 | 2,902 | 2.28% | 2.74% | 88 | -1,039 | -2.36% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,696 | 2,885 | 0.02% | 0.01% | 90 | +29,251 | 217.56% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 42,697 | 2,885 | 0.07% | 0.08% | 89 | -717 | -1.65% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 41,142 | 2,820 | 0.01% | 0.01% | 91 | -28,974 | -41.32% | Q1 2026 | Apr 08, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 41,676 | 2,816 | 1.46% | 2.08% | 92 | -376 | -0.89% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 42,729 | 2,799 | 0.0% | 0.0% | 93 | -16,053 | -27.31% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 41,140 | 2,780 | 0.02% | — | 94 | +41,140 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 39,992 | 2,703 | 0.0% | 0.0% | 95 | +1,994 | 5.25% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 34,782 | 2,623 | 3.22% | 2.67% | 96 | +5,103 | 17.19% | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 37,356 | 2,524 | 0.01% | 0.01% | 97 | -6,504 | -14.83% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 37,226 | 2,516 | 0.82% | 1.01% | 98 | -1,782 | -4.57% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 36,880 | 2,492 | 0.02% | 0.02% | 99 | -69 | -0.19% | Q1 2026 | Apr 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 36,702 | 2,481 | 0.0% | 0.0% | 100 | +11,331 | 44.66% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 32,018 | 2,462 | 0.02% | 0.02% | 101 | +1,605 | 5.28% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 36,300 | 2,454 | 0.38% | — | 102 | +36,300 | New | Q1 2026 | May 11, 2026 |
| SIG BROKERAGE, LP | History | Added to | 36,000 | 2,433 | 0.06% | 0.07% | 103 | +7,853 | 27.9% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | No change | 35,520 | 2,400 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 35,132 | 2,374 | 0.96% | 1.03% | 105 | -78 | -0.22% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 28,435 | 2,252 | 0.03% | 0.04% | 106 | +183 | 0.65% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 33,278 | 2,249 | 0.06% | 0.06% | 107 | +4,396 | 15.22% | Q1 2026 | Apr 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 25,728 | 2,235 | 0.0% | 0.0% | 108 | +17,381 | 208.23% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 33,054 | 2,234 | 0.0% | — | 109 | +33,054 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,660 | 2,207 | 0.07% | — | 110 | +32,660 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 32,476 | 2,195 | 0.02% | 0.02% | 111 | +7,401 | 29.52% | Q1 2026 | May 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 32,152 | 2,172 | 0.18% | 0.17% | 112 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 31,795 | 2,149 | 0.21% | 0.24% | 113 | -1,804 | -5.37% | Q1 2026 | May 06, 2026 |
| Purus Wealth Management, LLC | History | Added to | 31,328 | 2,117 | 0.67% | 0.75% | 114 | +167 | 0.54% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 31,069 | 2,099 | 0.01% | 0.01% | 115 | -792 | -2.49% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 30,966 | 2,092 | 0.0% | 0.0% | 116 | -683 | -2.16% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 30,838 | 2,084 | 0.03% | 0.04% | 117 | +146 | 0.48% | Q1 2026 | May 04, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 29,788 | 2,053 | 1.66% | 1.92% | 118 | +190 | 0.64% | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 29,373 | 1,985 | 0.04% | 0.05% | 119 | +569 | 1.98% | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | Added to | 29,105 | 1,967 | 0.89% | 0.91% | 120 | +5,421 | 22.89% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 25,978 | 1,949 | 0.13% | 0.14% | 121 | +178 | 0.69% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 28,465 | 1,923 | 0.09% | 0.1% | 122 | +1,042 | 3.8% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 27,793 | 1,878 | 0.09% | 0.1% | 123 | -926 | -3.22% | Q1 2026 | Apr 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 27,714 | 1,873 | 0.12% | 0.13% | 124 | -13 | -0.05% | Q1 2026 | Apr 07, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 24,090 | 1,853 | 0.62% | 0.62% | 125 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 27,259 | 1,842 | 0.8% | — | 126 | +27,259 | New | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,133 | 1,833 | 0.05% | 0.05% | 127 | +895 | 3.41% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 26,925 | 1,819 | 0.06% | 0.05% | 128 | -1,155 | -4.11% | Q1 2026 | Apr 23, 2026 |
| New World Advisors LLC | History | Added to | 26,780 | 1,810 | 0.32% | 0.35% | 129 | +101 | 0.38% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 26,212 | 1,771 | 0.05% | 0.02% | 130 | +16,376 | 166.49% | Q1 2026 | Apr 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 26,175 | 1,769 | 0.1% | 0.11% | 131 | -309 | -1.17% | Q1 2026 | Apr 30, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 26,021 | 1,758 | 0.14% | 0.21% | 132 | -6,955 | -21.09% | Q1 2026 | May 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 25,604 | 1,730 | 1.52% | 1.36% | 133 | -90 | -0.35% | Q1 2026 | May 04, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 24,155 | 1,632 | 0.71% | 0.92% | 134 | +47 | 0.19% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 23,657 | 1,615 | 0.0% | 0.01% | 135 | -1,361 | -5.44% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,868 | 1,613 | 0.0% | 0.0% | 136 | -15,612 | -39.54% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 23,847 | 1,611 | 0.09% | 0.11% | 137 | -2,106 | -8.11% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 23,116 | 1,562 | 0.08% | 0.12% | 138 | -10,156 | -30.52% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 23,120 | 1,562 | 0.2% | 0.22% | 139 | -651 | -2.74% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Added to | 23,100 | 1,561 | 0.19% | 0.19% | 140 | +3,409 | 17.31% | Q1 2026 | Apr 17, 2026 |
| VELA Investment Management, LLC | History | Reduced | 22,500 | 1,520 | 0.35% | 1.27% | 141 | -47,500 | -67.86% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,227 | 1,502 | 0.0% | 0.0% | 142 | -763 | -3.32% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 21,963 | 1,484 | 0.16% | 0.19% | 143 | -30 | -0.14% | Q1 2026 | Apr 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 21,887 | 1,479 | 0.37% | 0.41% | 144 | +150 | 0.69% | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 21,517 | 1,454 | 1.18% | 1.32% | 146 | -12 | -0.06% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 21,520 | 1,454 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 21,505 | 1,453 | 0.77% | 1.07% | 147 | -1,564 | -6.78% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | No change | 21,301 | 1,439 | 0.2% | 0.22% | 148 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,275 | 1,437 | 0.0% | 0.0% | 149 | -3,296 | -13.41% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,900 | 1,413 | 0.03% | 0.03% | 150 | -957 | -4.38% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | No change | 20,708 | 1,399 | 0.17% | 0.2% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 20,567 | 1,390 | 0.33% | 0.35% | 152 | +1,327 | 6.9% | Q1 2026 | Apr 23, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 20,514 | 1,386 | 0.99% | 1.11% | 153 | +353 | 1.75% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 20,275 | 1,370 | 0.01% | 0.01% | 154 | -531 | -2.55% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 19,812 | 1,339 | 0.04% | 0.05% | 155 | +1,598 | 8.77% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 19,776 | 1,336 | 0.03% | 0.04% | 156 | -6,232 | -23.96% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Reduced | 19,659 | 1,328 | 0.02% | 0.33% | 157 | -402,945 | -95.35% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 19,629 | 1,326 | 0.54% | 0.66% | 158 | -411 | -2.05% | Q1 2026 | Apr 24, 2026 |
| Cadence Bank | History | No change | 17,000 | 1,307 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 19,312 | 1,305 | 1.23% | 1.49% | 160 | -182 | -0.93% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 19,000 | 1,284 | 0.31% | 0.3% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 18,921 | 1,278 | 0.09% | — | 162 | +18,921 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,367 | 1,241 | 0.02% | 0.06% | 163 | -40,609 | -68.86% | Q1 2026 | May 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 18,124 | 1,225 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 17,996 | 1,216 | 0.03% | 0.03% | 165 | -841 | -4.46% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 17,983 | 1,215 | 0.05% | 0.07% | 166 | -2,318 | -11.42% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 17,820 | 1,204 | 0.02% | 0.02% | 167 | +329 | 1.88% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 17,667 | 1,194 | 0.01% | 0.0% | 168 | +17,000 | 2548.73% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,205 | 1,162 | 0.0% | 0.0% | 169 | +1,477 | 9.39% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,128 | 1,157 | 0.01% | 0.02% | 170 | -27,528 | -61.64% | Q1 2026 | May 08, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 17,025 | 1,150 | 0.18% | — | 171 | +17,025 | New | Q1 2026 | Apr 09, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 16,859 | 1,139 | 0.98% | 1.07% | 172 | +1,131 | 7.19% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 14,354 | 1,135 | 0.02% | 0.02% | 173 | -156 | -1.08% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,633 | 1,124 | 0.02% | 0.04% | 174 | -5,020 | -23.18% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 16,512 | 1,116 | 0.03% | 0.03% | 175 | +2,440 | 17.34% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,500 | 1,115 | 0.0% | 0.0% | 176 | +6,341 | 62.42% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 16,443 | 1,111 | 0.0% | 0.0% | 177 | -2,171 | -11.66% | Q1 2026 | May 08, 2026 |
| Osbon Capital Management LLC | History | Reduced | 16,416 | 1,109 | 0.91% | 1.21% | 178 | -349 | -2.08% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 16,381 | 1,107 | 0.04% | 0.04% | 179 | +2,884 | 21.37% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 15,416 | 1,080 | 0.2% | 0.16% | 181 | +3,727 | 31.88% | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 15,989 | 1,080 | 0.23% | 0.21% | 180 | +3,024 | 23.32% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,515 | 1,048 | 0.01% | 0.05% | 182 | -47,104 | -75.22% | Q1 2026 | Apr 28, 2026 |
| Biltmore Family Office, LLC | History | No change | 15,500 | 1,047 | 0.15% | 0.16% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEXFORD CAPITAL LP | History | New | 15,288 | 1,033 | 0.15% | — | 184 | +15,288 | New | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | New | 15,156 | 1,024 | 0.13% | — | 185 | +15,156 | New | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 15,136 | 1,023 | 0.12% | 0.14% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 14,834 | 1,002 | 0.0% | — | 187 | +14,834 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,548 | 995 | 0.01% | 0.01% | 188 | -1,963 | -11.89% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,709 | 994 | 0.01% | 0.01% | 189 | -4,789 | -24.56% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,484 | 978 | 0.03% | 0.04% | 190 | -7,703 | -34.72% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 14,433 | 975 | 0.39% | 0.5% | 191 | -2,141 | -12.92% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,353 | 970 | 0.01% | 0.11% | 192 | -111,904 | -88.63% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 14,100 | 952 | 0.06% | 0.06% | 193 | +669 | 4.98% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,914 | 940 | 0.0% | 0.0% | 194 | -6,098 | -30.47% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 13,715 | 926 | 0.04% | 0.04% | 195 | -989 | -6.73% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,677 | 924 | 0.03% | 0.05% | 196 | -8,689 | -38.85% | Q1 2026 | May 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 13,472 | 910 | 0.09% | 0.1% | 197 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 13,265 | 896 | 0.06% | 0.07% | 198 | -492 | -3.58% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 12,967 | 876 | 0.03% | 0.01% | 199 | +7,108 | 121.32% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | New | 12,956 | 875 | 0.0% | — | 200 | +12,956 | New | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 12,862 | 869 | 0.02% | 0.02% | 201 | -2,125 | -14.18% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,788 | 864 | 0.01% | 0.01% | 202 | +6,163 | 93.03% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 12,614 | 852 | 0.02% | 0.02% | 203 | +9 | 0.07% | Q1 2026 | May 01, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 12,250 | 827 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,801 | 797 | 0.05% | 0.06% | 205 | -872 | -6.88% | Q1 2026 | May 14, 2026 |
| Colonial River Investments, LLC | History | Added to | 11,758 | 794 | 0.28% | 0.31% | 206 | +517 | 4.6% | Q1 2026 | Apr 27, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 11,651 | 787 | 0.5% | 0.57% | 207 | -367 | -3.05% | Q1 2026 | Apr 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,501 | 777 | 0.0% | 0.0% | 209 | -49,199 | -81.05% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 11,506 | 777 | 0.05% | 0.13% | 208 | -12,930 | -52.91% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,459 | 774 | 0.06% | 0.07% | 210 | -1,208 | -9.54% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 11,385 | 769 | 0.02% | 0.03% | 211 | -2,258 | -16.55% | Q1 2026 | May 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 11,282 | 762 | 0.28% | 0.33% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,071 | 757 | 0.05% | 0.13% | 213 | -14,199 | -56.19% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,127 | 752 | 0.02% | 0.03% | 214 | +723 | 6.95% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,582 | 740 | 0.04% | 0.04% | 215 | -880 | -7.68% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,872 | 734 | 0.0% | 0.01% | 216 | -443 | -3.92% | Q1 2026 | May 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 10,856 | 733 | 0.07% | 0.09% | 217 | -414 | -3.67% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,762 | 727 | 0.05% | 0.06% | 218 | -28 | -0.26% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | No change | 10,752 | 726 | 0.1% | 0.11% | 219 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,699 | 723 | 0.01% | 0.01% | 220 | -14 | -0.13% | Q1 2026 | Apr 28, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 10,688 | 722 | 0.18% | 0.44% | 221 | -10,555 | -49.69% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,595 | 717 | 0.01% | 0.02% | 222 | -5,978 | -36.07% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 10,536 | 712 | 0.0% | 0.0% | 223 | -183 | -1.71% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 5,900 | 711 | 0.0% | — | 225 | +5,900 | New | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,525 | 711 | 0.02% | 0.02% | 224 | +1,103 | 11.71% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 10,505 | 710 | 0.12% | 0.04% | 226 | +7,000 | 199.71% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,974 | 697 | 0.04% | 0.04% | 227 | -673 | -5.78% | Q1 2026 | Apr 24, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 10,298 | 696 | 0.1% | 0.12% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 10,013 | 676 | 0.01% | — | 230 | +10,013 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,009 | 676 | 0.03% | 0.04% | 229 | -141 | -1.39% | Q1 2026 | Apr 23, 2026 |
| Straight Path Wealth Management | History | Reduced | 9,985 | 674 | 0.18% | 0.22% | 231 | -414 | -3.98% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,820 | 663 | 0.15% | 0.18% | 232 | -91 | -0.92% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,716 | 656 | 0.05% | 0.06% | 233 | -68 | -0.7% | Q1 2026 | Apr 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 9,621 | 650 | 0.0% | 0.0% | 234 | -1,663 | -14.74% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,540 | 644 | 0.02% | 0.03% | 235 | -888 | -8.52% | Q1 2026 | Apr 08, 2026 |
| Indivisible Partners | History | Reduced | 9,467 | 639 | 0.06% | 0.08% | 236 | -446 | -4.5% | Q1 2026 | Apr 30, 2026 |
| Sierra Capital LLC | History | No change | 9,437 | 638 | 0.07% | 0.08% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 9,407 | 635 | 0.06% | 0.3% | 238 | -30,174 | -76.23% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 9,407 | 635 | 0.18% | 0.17% | 239 | +1,152 | 13.96% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,219 | 632 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 9,206 | 622 | 0.21% | 0.21% | 241 | +1,301 | 16.46% | Q1 2026 | Apr 29, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 9,181 | 620 | 0.51% | — | 242 | +9,181 | New | Q1 2026 | Apr 21, 2026 |
| HANOVER ADVISORS INC | History | No change | 9,150 | 618 | 0.25% | 0.27% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Banco BTG Pactual S.A. | History | New | 9,001 | 608 | 0.05% | — | 245 | +9,001 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,997 | 608 | 0.01% | 0.02% | 244 | -1,734 | -16.16% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Added to | 8,917 | 602 | 0.29% | 0.29% | 246 | +100 | 1.13% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | No change | 8,900 | 601 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ballew Advisors, Inc | History | Added to | 8,654 | 596 | 0.34% | 0.39% | 248 | +365 | 4.4% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,673 | 586 | 0.0% | 0.0% | 249 | +583 | 7.21% | Q1 2026 | Apr 29, 2026 |
| St. Louis Trust Co | History | No change | 8,615 | 582 | 0.07% | 0.08% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 8,610 | 581 | 0.03% | 0.04% | 251 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,525 | 576 | 0.02% | 0.03% | 252 | -135 | -1.56% | Q1 2026 | May 19, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 8,352 | 564 | 0.48% | 0.54% | 253 | -1,203 | -12.59% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,245 | 557 | 0.02% | 0.02% | 254 | -19 | -0.23% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,168 | 552 | 0.01% | 0.0% | 255 | +4,946 | 153.51% | Q1 2026 | May 01, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 8,042 | 543 | 0.36% | 0.4% | 256 | +35 | 0.44% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,085 | 537 | 0.04% | 0.05% | 257 | -131 | -1.82% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,923 | 535 | 0.01% | 0.01% | 258 | +34 | 0.43% | Q1 2026 | Apr 10, 2026 |
| StoneX Group Inc. | History | Reduced | 7,863 | 530 | 0.03% | 0.04% | 259 | -4,049 | -33.99% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 6,786 | 529 | 0.05% | 0.07% | 260 | -1,931 | -22.15% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 6,766 | 524 | 0.03% | 0.04% | 261 | -384 | -5.37% | Q1 2026 | Apr 20, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,680 | 519 | 0.05% | 0.07% | 262 | -146 | -1.87% | Q1 2026 | May 12, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 7,595 | 513 | 0.08% | 0.09% | 263 | +420 | 5.85% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,381 | 498 | 0.01% | 0.01% | 264 | -1,326 | -15.23% | Q1 2026 | May 11, 2026 |
| Prospect Financial Services LLC | History | Added to | 7,344 | 496 | 0.3% | 0.31% | 265 | +390 | 5.61% | Q1 2026 | Apr 24, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 7,060 | 493 | 0.14% | 0.16% | 266 | +69 | 0.99% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 7,289 | 492 | 0.03% | 0.02% | 267 | +1,753 | 31.67% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 7,195 | 486 | 0.07% | 0.13% | 268 | -4,331 | -37.58% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 7,198 | 486 | 0.02% | 0.02% | 269 | +78 | 1.1% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | Added to | 7,139 | 482 | 0.02% | 0.0% | 270 | +7,018 | 5800.0% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,123 | 481 | 0.01% | 0.01% | 271 | +2,272 | 46.84% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Reduced | 7,055 | 476 | 0.04% | 0.05% | 272 | -31 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 5,934 | 474 | 0.36% | 0.4% | 274 | -230 | -3.73% | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | No change | 7,023 | 474 | 0.08% | 0.09% | 273 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 6,978 | 471 | 0.0% | 0.0% | 275 | -2,021 | -22.46% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,971 | 471 | 0.0% | 0.0% | 276 | -1,946 | -21.82% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,956 | 470 | 0.04% | 0.05% | 277 | -1,040 | -13.01% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 143,384 | 468 | 0.02% | 0.03% | 278 | +35,196 | 32.53% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 6,920 | 467 | 0.0% | 0.0% | 279 | +1,364 | 24.55% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,899 | 466 | 0.0% | 0.0% | 280 | +2,015 | 41.26% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | No change | 6,769 | 457 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,707 | 453 | 0.0% | 0.01% | 283 | -6,805 | -50.36% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,716 | 453 | 0.01% | 0.01% | 282 | -20 | -0.3% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,695 | 452 | 0.0% | 0.0% | 284 | -3,030 | -31.16% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 6,683 | 451 | 0.05% | 0.07% | 285 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,665 | 450 | 0.01% | 0.01% | 286 | -472 | -6.61% | Q1 2026 | Apr 17, 2026 |
| American Financial Advisors, LLC | History | Reduced | 6,631 | 448 | 0.06% | 0.07% | 287 | -228 | -3.32% | Q1 2026 | May 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 6,589 | 445 | 0.15% | — | 289 | +6,589 | New | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,584 | 445 | 0.01% | 0.01% | 288 | -68 | -1.02% | Q1 2026 | Apr 07, 2026 |
| Caprock Group, LLC | History | Reduced | 6,565 | 443 | 0.01% | 0.01% | 290 | -344 | -4.98% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,553 | 442 | 0.0% | 0.01% | 292 | -609 | -8.5% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,551 | 442 | 0.0% | 0.0% | 291 | +468 | 7.69% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,511 | 440 | 0.01% | 0.01% | 293 | -349 | -5.09% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,509 | 439 | 0.01% | 0.02% | 294 | -30 | -0.46% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,425 | 434 | 0.0% | 0.0% | 295 | +1,380 | 27.35% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,401 | 432 | 0.01% | 0.01% | 296 | -743 | -10.4% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,372 | 430 | 0.02% | 0.03% | 297 | +2,875 | 82.21% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 6,316 | 426 | 0.08% | 0.12% | 298 | -1,674 | -20.95% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,274 | 424 | 0.01% | 0.02% | 299 | -3,808 | -37.77% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,286 | 424 | 0.07% | 0.07% | 300 | -766 | -10.86% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,193 | 418 | 0.01% | 0.03% | 301 | -6,085 | -49.56% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 6,148 | 415 | 0.02% | 0.03% | 302 | -25 | -0.4% | Q1 2026 | May 07, 2026 |
| Rathbones Group PLC | History | Added to | 6,130 | 414 | 0.0% | 0.0% | 303 | +1,610 | 35.62% | Q1 2026 | May 12, 2026 |
| Stablepoint Partners, LLC | History | Added to | 6,072 | 410 | 0.06% | 0.06% | 304 | +693 | 12.88% | Q1 2026 | Apr 30, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 6,048 | 408 | 0.21% | 0.15% | 306 | +1,384 | 29.67% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Reduced | 6,040 | 408 | 0.04% | 0.05% | 305 | -750 | -11.05% | Q1 2026 | May 01, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 5,254 | 407 | 0.15% | 0.15% | 307 | -272 | -4.92% | Q1 2026 | May 08, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 6,002 | 405 | 0.11% | 0.12% | 308 | -290 | -4.61% | Q1 2026 | May 14, 2026 |
| CPA Asset Management Group, LLC | History | No change | 5,986 | 404 | 0.14% | 0.16% | 309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,822 | 393 | 0.0% | 0.0% | 310 | -6,011 | -50.8% | Q1 2026 | May 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,815 | 393 | 0.06% | 0.06% | 311 | +712 | 13.95% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,702 | 385 | 0.01% | 0.01% | 313 | -49 | -0.85% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 5,710 | 385 | 0.05% | 0.06% | 312 | +27 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,663 | 382 | 0.01% | 0.02% | 315 | -1,051 | -15.65% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Added to | 5,655 | 382 | 0.08% | 0.08% | 314 | +554 | 10.86% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | New | 5,625 | 380 | 0.21% | — | 316 | +5,625 | New | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,619 | 379 | 0.01% | 0.01% | 317 | -649 | -10.35% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,512 | 372 | 0.0% | 0.0% | 318 | -81 | -1.45% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | Added to | 5,427 | 366 | 0.18% | 0.07% | 319 | +3,671 | 209.05% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 5,351 | 361 | 0.06% | 0.07% | 320 | -125 | -2.28% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,325 | 359 | 0.06% | 0.07% | 321 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Reduced | 5,290 | 357 | 0.0% | 0.01% | 324 | -5,695 | -51.84% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 5,286 | 357 | 0.0% | 0.0% | 322 | -173 | -3.17% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,285 | 357 | 0.04% | 0.05% | 323 | -35 | -0.66% | Q1 2026 | May 01, 2026 |
| Forge Financial Services LLC | History | Added to | 5,240 | 354 | 0.04% | 0.12% | 325 | +1,575 | 42.97% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,210 | 352 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 5,162 | 348 | 0.17% | 0.12% | 327 | -223 | -4.14% | Q1 2026 | Apr 20, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 5,136 | 347 | 0.28% | 0.2% | 329 | +2,000 | 63.78% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,385 | 347 | 0.01% | 0.01% | 328 | -977 | -18.22% | Q1 2026 | May 04, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,129 | 346 | 0.1% | 0.11% | 330 | -7 | -0.14% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,059 | 341 | 0.0% | 0.0% | 331 | -3,214 | -38.85% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 5,043 | 340 | 0.03% | 0.03% | 332 | +312 | 6.59% | Q1 2026 | Apr 15, 2026 |
| CSS LLC/IL | History | Reduced | 5,000 | 337 | 0.02% | 0.21% | 333 | -56,000 | -91.8% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,380 | 336 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 4,874 | 329 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,866 | 328 | 0.01% | 0.01% | 336 | +938 | 23.88% | Q1 2026 | May 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 4,841 | 327 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,825 | 326 | 0.02% | 0.02% | 338 | +253 | 5.53% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,788 | 323 | 0.03% | 0.09% | 339 | -5,719 | -54.43% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 4,784 | 323 | 0.18% | 0.23% | 340 | +6 | 0.13% | Q1 2026 | May 11, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 4,754 | 321 | 0.04% | 0.04% | 341 | +17 | 0.36% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Added to | 4,128 | 319 | 0.01% | 0.01% | 343 | +276 | 7.17% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,726 | 319 | 0.02% | 0.02% | 342 | -20 | -0.42% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 4,671 | 315 | 0.01% | 0.01% | 344 | -2,616 | -35.9% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,632 | 313 | 0.0% | 0.0% | 345 | +1,250 | 36.96% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | No change | 4,475 | 302 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,861 | 301 | 0.01% | 0.02% | 348 | -901 | -18.92% | Q1 2026 | May 14, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 4,460 | 301 | 0.07% | 0.09% | 347 | -133 | -2.9% | Q1 2026 | Apr 08, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 4,447 | 300 | 0.15% | 0.17% | 349 | +67 | 1.53% | Q1 2026 | Apr 30, 2026 |
| Adams Wealth Management | History | No change | 4,433 | 299 | 0.07% | 0.07% | 350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | No change | 4,433 | 299 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,384 | 296 | 0.03% | 0.04% | 352 | -34 | -0.77% | Q1 2026 | May 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 4,376 | 295 | 0.11% | 0.13% | 353 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 4,351 | 294 | 0.17% | 0.19% | 354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | No change | 4,338 | 293 | 0.21% | 0.06% | 355 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,318 | 291 | 0.0% | 0.0% | 356 | -13 | -0.3% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,286 | 289 | 0.0% | 0.0% | 357 | +118 | 2.83% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 4,259 | 287 | 0.0% | 0.0% | 358 | -4,274 | -50.09% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 4,250 | 287 | 0.15% | 0.22% | 359 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,234 | 286 | 0.01% | 0.02% | 360 | -316 | -6.95% | Q1 2026 | May 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,226 | 285 | 0.01% | — | 361 | +4,226 | New | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 4,214 | 284 | 0.02% | 0.02% | 362 | -443 | -9.51% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,159 | 281 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 4,124 | 278 | 0.01% | 0.01% | 364 | +315 | 8.27% | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 4,121 | 278 | 0.17% | 0.19% | 365 | -136 | -3.19% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,071 | 275 | 0.0% | 0.0% | 366 | -8,563 | -67.78% | Q1 2026 | May 08, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 4,078 | 275 | 0.09% | 0.1% | 368 | -399 | -8.91% | Q1 2026 | Apr 28, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 4,081 | 275 | 0.04% | 0.05% | 367 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,006 | 270 | 0.0% | 0.01% | 369 | -250 | -5.87% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,998 | 270 | 0.0% | 0.0% | 370 | +191 | 5.02% | Q1 2026 | May 08, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 4,000 | 270 | 0.17% | 0.2% | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | New | 3,992 | 269 | 0.0% | — | 372 | +3,992 | New | Q1 2026 | Apr 15, 2026 |
| Navigation Group, LLC | History | New | 3,972 | 268 | 0.06% | — | 373 | +3,972 | New | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 3,478 | 267 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 3,942 | 266 | 0.01% | 0.03% | 375 | +128 | 3.36% | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Added to | 3,934 | 265 | 0.02% | 0.02% | 376 | +85 | 2.21% | Q1 2026 | Apr 21, 2026 |
| Thayer Partners, LLC / MA | History | No change | 3,900 | 263 | 0.13% | 0.15% | 377 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,839 | 262 | 0.0% | 0.01% | 378 | -1,720 | -30.94% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 3,865 | 261 | 0.01% | 0.01% | 379 | -275 | -6.64% | Q1 2026 | Apr 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 3,847 | 260 | 0.17% | 0.2% | 380 | -65 | -1.66% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,794 | 256 | 0.0% | — | 381 | +3,794 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,752 | 253 | 0.02% | 0.02% | 382 | +45 | 1.21% | Q1 2026 | May 21, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 3,745 | 253 | 0.07% | 0.08% | 383 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,644 | 246 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 3,639 | 245 | 0.16% | 0.19% | 385 | -7 | -0.19% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 3,582 | 242 | 0.0% | 0.0% | 386 | -169 | -4.51% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | No change | 3,584 | 242 | 0.03% | 0.04% | 387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 5,084 | 241 | 0.08% | 0.06% | 390 | +1,032 | 25.47% | Q1 2026 | Apr 23, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 3,567 | 241 | 0.04% | 0.05% | 388 | -44 | -1.22% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,577 | 241 | 0.0% | 0.0% | 389 | +15 | 0.42% | Q1 2026 | May 01, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 3,557 | 240 | 0.05% | 0.03% | 391 | +552 | 18.37% | Q1 2026 | May 11, 2026 |
| Collar Capital Management, LLC | History | Reduced | 3,524 | 238 | 0.15% | 0.23% | 392 | -1,015 | -22.36% | Q1 2026 | May 14, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 3,480 | 235 | 0.04% | 0.03% | 394 | -307 | -8.11% | Q1 2026 | Apr 14, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 3,491 | 235 | 0.03% | 0.04% | 395 | -120 | -3.32% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 3,491 | 235 | 0.01% | 0.01% | 393 | +20 | 0.58% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | Reduced | 3,464 | 234 | 0.02% | 0.02% | 396 | -200 | -5.46% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,460 | 233 | 0.01% | 0.01% | 397 | +187 | 5.71% | Q1 2026 | May 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 3,415 | 230 | 0.21% | 0.22% | 398 | +159 | 4.88% | Q1 2026 | Apr 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 3,366 | 227 | 0.03% | 0.06% | 399 | -1,520 | -31.11% | Q1 2026 | Apr 29, 2026 |
| EagleClaw Capital Managment, LLC | History | New | 3,352 | 226 | 0.03% | — | 401 | +3,352 | New | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,350 | 226 | 0.02% | 0.01% | 400 | +719 | 27.33% | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,343 | 225 | 0.03% | 0.04% | 402 | -38 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,314 | 223 | 0.01% | 0.02% | 403 | -182 | -5.21% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 3,299 | 222 | 0.01% | — | 405 | +3,299 | New | Q1 2026 | Apr 28, 2026 |
| BANK OF NOVA SCOTIA | History | New | 3,293 | 222 | 0.0% | — | 404 | +3,293 | New | Q1 2026 | May 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 3,248 | 219 | 0.07% | 0.08% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 3,234 | 218 | 0.1% | 0.11% | 407 | +91 | 2.9% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,204 | 217 | 0.02% | 0.03% | 408 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,811 | 216 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lauer Wealth, LLC | History | Reduced | 3,057 | 215 | 0.17% | 0.18% | 410 | -30 | -0.97% | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,154 | 213 | 0.04% | 0.04% | 411 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,145 | 212 | 0.01% | 0.14% | 412 | -38,128 | -92.38% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,149 | 212 | 0.11% | 0.13% | 413 | -100 | -3.08% | Q1 2026 | May 14, 2026 |
| Atlatl Advisers LLC | History | Added to | 3,120 | 210 | 0.16% | 0.09% | 414 | +180 | 6.12% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 3,103 | 209 | 0.01% | 0.02% | 415 | -113 | -3.51% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,031 | 204 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 3,033 | 204 | 0.07% | 0.08% | 417 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 3,015 | 203 | 0.1% | 0.12% | 418 | -220 | -6.8% | Q1 2026 | May 07, 2026 |
| Stark Wealth Management LLC | History | No change | 2,642 | 203 | 0.76% | 0.76% | 419 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,002 | 202 | 0.0% | — | 424 | +3,002 | New | Q1 2026 | May 14, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Added to | 3,001 | 202 | 0.34% | — | 422 | +3,000 | 300000.0% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 3,000 | 202 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 2,620 | 202 | 0.14% | 0.13% | 421 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 3,000 | 202 | 0.17% | 0.18% | 423 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,969 | 200 | 0.02% | 0.03% | 425 | -710 | -19.3% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,840 | 191 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,752 | 186 | 0.09% | 0.11% | 427 | +8 | 0.29% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,425 | 163 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,993 | 153 | 0.04% | 0.04% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,208 | 149 | 0.0% | 0.0% | 430 | -70 | -3.07% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 2,140 | 148 | 0.0% | 0.0% | 431 | -103 | -4.59% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,145 | 144 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,967 | 132 | 0.1% | 0.12% | 433 | -180 | -8.38% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,797 | 121 | 0.03% | — | 436 | +1,797 | New | Q1 2026 | May 08, 2026 |
| Arkos Global Advisors | History | New | 1,783 | 121 | 0.02% | — | 435 | +1,783 | New | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,793 | 121 | 0.0% | 0.0% | 434 | +177 | 10.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,777 | 120 | 0.0% | 0.0% | 437 | +1,087 | 157.54% | Q1 2026 | May 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,747 | 118 | 0.01% | 0.01% | 438 | -1,502 | -46.23% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | Added to | 1,724 | 116 | 0.02% | 0.02% | 439 | +40 | 2.38% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,580 | 106 | 0.0% | 0.0% | 440 | +95 | 6.4% | Q1 2026 | May 13, 2026 |
| Legend Capital Advisors LLC | History | New | 1,419 | 95 | 0.06% | — | 441 | +1,419 | New | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,395 | 94 | 0.06% | 0.07% | 442 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,375 | 92 | 0.01% | 0.01% | 444 | -225 | -14.06% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,373 | 92 | 0.0% | 0.0% | 443 | -34 | -2.42% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,342 | 90 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Boreal Capital Management LLC | History | New | 1,292 | 87 | 0.07% | — | 446 | +1,292 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 1,247 | 84 | 0.0% | 0.0% | 447 | -92 | -6.87% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | Added to | 1,250 | 84 | 0.06% | 0.07% | 449 | +64 | 5.4% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,252 | 84 | 0.02% | 0.03% | 448 | +1 | 0.08% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,231 | 83 | 0.03% | 0.03% | 450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,220 | 82 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 1,190 | 80 | 0.23% | 0.24% | 452 | +50 | 4.39% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,116 | 75 | 0.05% | — | 453 | +1,116 | New | Q1 2026 | Apr 21, 2026 |
| GoalVest Advisory LLC | History | Added to | 1,071 | 72 | 0.01% | 0.01% | 455 | +85 | 8.62% | Q1 2026 | Apr 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,068 | 72 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,022 | 69 | 0.0% | 0.0% | 456 | -370 | -26.58% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 994 | 67 | 0.01% | 0.01% | 457 | -200 | -16.75% | Q1 2026 | Apr 30, 2026 |
| Graney & King, LLC | History | No change | 998 | 67 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 981 | 66 | 0.0% | 0.0% | 459 | -2 | -0.2% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 941 | 63 | 0.01% | — | 461 | +941 | New | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | No change | 936 | 63 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 925 | 62 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | New | 908 | 61 | 0.0% | — | 464 | +908 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 903 | 61 | 0.01% | 0.02% | 463 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | New | 884 | 59 | 0.0% | — | 465 | +884 | New | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | No change | 844 | 57 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NATIXIS | History | Reduced | 836 | 56 | 0.0% | 0.0% | 467 | -1,296 | -60.79% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 815 | 55 | 0.03% | — | 468 | +815 | New | Q1 2026 | May 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 762 | 52 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 734 | 49 | 0.0% | 0.0% | 470 | +267 | 57.17% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 700 | 47 | 0.0% | — | 473 | +700 | New | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO | History | Added to | 690 | 47 | 0.0% | 0.0% | 472 | +600 | 666.67% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 708 | 47 | 0.0% | 0.0% | 471 | +26 | 3.81% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 634 | 42 | 0.0% | — | 478 | +634 | New | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 629 | 42 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 625 | 42 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 627 | 42 | 0.0% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 635 | 42 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 620 | 41 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Purpose Unlimited Inc. | History | No change | 611 | 41 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 596 | 40 | 0.0% | 0.0% | 481 | -697 | -53.91% | Q1 2026 | Apr 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 559 | 37 | 0.02% | 0.02% | 482 | +136 | 32.15% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 518 | 35 | 0.01% | 0.0% | 483 | +175 | 51.02% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 513 | 34 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 495 | 33 | 0.0% | 0.0% | 485 | -7,612 | -93.89% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 488 | 33 | 0.0% | 0.0% | 486 | -14 | -2.79% | Q1 2026 | May 14, 2026 |
| Fairscale Capital, LLC | History | Added to | 488 | 32 | 0.02% | 0.01% | 489 | +211 | 76.17% | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 480 | 32 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 488 | 32 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 445 | 30 | 0.0% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 441 | 29 | 0.0% | 0.0% | 491 | +105 | 31.25% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 424 | 28 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Winch Advisory Services, LLC | History | No change | 420 | 28 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 409 | 27 | 0.02% | — | 495 | +409 | New | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | No change | 400 | 27 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 386 | 26 | 0.02% | — | 499 | +386 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 396 | 26 | 0.0% | 0.0% | 497 | +240 | 153.85% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 345 | 26 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Capital Management LLC | History | No change | 391 | 26 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 384 | 25 | 0.01% | — | 500 | +383 | 38300.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 350 | 23 | 0.0% | 0.0% | 501 | +150 | 75.0% | Q1 2026 | Apr 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 339 | 22 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 320 | 21 | 0.0% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | No change | 315 | 21 | 0.01% | 0.02% | 504 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | Added to | 298 | 20 | 0.01% | 0.01% | 506 | +50 | 20.16% | Q1 2026 | Apr 02, 2026 |
| JNBA Financial Advisors | History | No change | 300 | 20 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TrinityBridge Ltd | History | No change | 275 | 19 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 270 | 18 | 0.0% | 0.0% | 508 | +32 | 13.45% | Q1 2026 | Apr 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 266 | 17 | 0.0% | — | 510 | +266 | New | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 261 | 17 | 0.0% | 0.0% | 509 | +76 | 41.08% | Q1 2026 | Apr 21, 2026 |
| Banque Transatlantique SA | History | Reduced | 246 | 16 | 0.0% | 0.0% | 515 | -340 | -58.02% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 250 | 16 | 0.0% | 0.0% | 513 | +25 | 11.11% | Q1 2026 | Apr 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 240 | 16 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 16 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 244 | 16 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 251 | 16 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | Reduced | 224 | 15 | 0.0% | 0.0% | 517 | -100 | -30.86% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 216 | 14 | 0.0% | 0.0% | 518 | -72 | -25.0% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 220 | 14 | 0.01% | 0.0% | 519 | +10 | 4.76% | Q1 2026 | Apr 15, 2026 |
| IFS Advisors, LLC | History | No change | 213 | 14 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Main Street Group, LTD | History | New | 204 | 13 | 0.0% | — | 527 | +204 | New | Q1 2026 | May 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 202 | 13 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 200 | 13 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DAGCO, INC. | History | No change | 200 | 13 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | No change | 206 | 13 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WealthCollab, LLC | History | No change | 200 | 13 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 171 | 13 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 185 | 12 | 0.01% | 0.03% | 528 | -564 | -75.3% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 173 | 11 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 160 | 10 | 0.0% | 0.01% | 533 | -225 | -58.44% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | Reduced | 150 | 10 | 0.0% | 0.0% | 531 | -50 | -25.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 150 | 10 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 154 | 10 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 156 | 10 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 157 | 10 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 143 | 9 | 0.0% | — | 542 | +143 | New | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | Reduced | 138 | 9 | 0.0% | 0.01% | 541 | -123 | -47.13% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 139 | 9 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of New Hampshire | History | No change | 140 | 9 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UNION SAVINGS BANK | History | No change | 144 | 9 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 125 | 8 | 0.0% | — | 545 | +125 | New | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Reduced | 124 | 8 | 0.0% | 0.0% | 543 | -112 | -47.46% | Q1 2026 | Apr 27, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 127 | 8 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evergreen Advisors, LLC | History | New | 107 | 7 | 0.0% | — | 549 | +107 | New | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | New | 100 | 7 | 0.0% | — | 548 | +100 | New | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 110 | 7 | 0.01% | 0.01% | 547 | -8 | -6.78% | Q1 2026 | May 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 114 | 7 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Financial Services Group, LLC | History | New | 100 | 6 | 0.0% | — | 557 | +100 | New | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 92 | 6 | 0.0% | 0.0% | 551 | +46 | 100.0% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 103 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pacific Center for Financial Services | History | No change | 91 | 6 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 78 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 6 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | Added to | 87 | 5 | 0.0% | 0.0% | 558 | +70 | 411.76% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 86 | 5 | 0.0% | 0.0% | 560 | -1 | -1.15% | Q1 2026 | May 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 86 | 5 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 86 | 5 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 63 | 4 | 0.0% | — | 569 | +63 | New | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 63 | 4 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 68 | 4 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | No change | 60 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 49 | 3 | 0.0% | 0.02% | 580 | -196 | -80.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 53 | 3 | 0.0% | — | 583 | +53 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 52 | 3 | 0.0% | — | 581 | +52 | New | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | New | 50 | 3 | 0.0% | — | 582 | +50 | New | Q1 2026 | May 12, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Added to | 45 | 3 | 0.0% | — | 575 | +44 | 4400.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 45 | 3 | 0.0% | 0.0% | 570 | +28 | 164.71% | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 579 | +1 | 2.22% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 45 | 3 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 55 | 3 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mechanics Financial Corp | History | No change | 50 | 3 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Arlington Trust Co LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Persistent Asset Partners Ltd | History | New | 49 | 2 | 0.0% | — | 592 | +49 | New | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 37 | 2 | 0.0% | — | 590 | +37 | New | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | New | 35 | 2 | 0.0% | — | 591 | +35 | New | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 31 | 2 | 0.0% | 0.0% | 588 | -18 | -36.73% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 31 | 2 | 0.0% | 0.0% | 586 | -3 | -8.82% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 593 | -160 | -94.67% | Q1 2026 | May 06, 2026 |
| VSM Wealth Advisory, LLC | History | New | 25 | 1 | 0.0% | — | 604 | +25 | New | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 20 | 1 | 0.0% | — | 603 | +20 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 602 | -3 | -16.67% | Q1 2026 | May 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NVWM, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American Capital Advisory, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMG Wealth Management, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 4.34% | — | -420,130 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.5% | — | -400,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -300,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -259,531 | -100.0% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| L1 Global Manager Pty Ltd | History | Closed out | 0 | 0 | — | 10.07% | — | -200,000 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -185,100 | -100.0% | Q1 2026 | May 15, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.5% | — | -176,624 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -175,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Edenbrook Capital, LLC | History | Closed out | 0 | 0 | — | 2.15% | — | -150,000 | -100.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -120,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLAND PEAK CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.53% | — | -100,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -61,412 | -100.0% | Q1 2026 | May 20, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -56,176 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Parkwood LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -53,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -51,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,000 | -100.0% | Q1 2026 | May 15, 2026 |
| LuminArx Capital Management LP | History | Closed out | 0 | 0 | — | 0.41% | — | -35,000 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,002 | -100.0% | Q1 2026 | May 14, 2026 |
| Windsor Advisory Group, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -16,255 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -15,396 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -13,824 | -100.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,392 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,478 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,145 | -100.0% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -7,308 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,638 | -100.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,525 | -100.0% | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,089 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -6,077 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,908 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,747 | -100.0% | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,462 | -100.0% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,407 | -100.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,106 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,548 | -100.0% | Q1 2026 | Apr 30, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,425 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Granite Bay Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,356 | -100.0% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,349 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,049 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,031 | -100.0% | Q1 2026 | May 13, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,010 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ARP Global Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | May 14, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,976 | -100.0% | Q1 2026 | May 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,932 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,931 | -100.0% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,906 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WEALTH EFFECTS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,893 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,892 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,890 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,877 | -100.0% | Q1 2026 | May 21, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,807 | -100.0% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.03% | — | -2,806 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,805 | -100.0% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,795 | -100.0% | Q1 2026 | May 01, 2026 |
| Cladis Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,775 | -100.0% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,774 | -100.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,749 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,731 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,730 | -100.0% | Q1 2026 | May 04, 2026 |
| Total Wealth Planning & Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,716 | -100.0% | Q1 2026 | May 05, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,668 | -100.0% | Q1 2026 | May 04, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -2,649 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,610 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,230 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,287 | -100.0% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -579 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -574 | -100.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -502 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -288 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q1 2026 | Apr 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -195 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q1 2026 | May 11, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 12, 2026 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Riverview Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 19, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 01, 2026 |
| Paladin Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 06, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 10, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 06, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| Morse Asset Management, Inc | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Truvestments Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| New Millennium Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |