AMERICAN CENTURY ETF TRUST - AVDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 30,361,872 | 2,933,870 | 1.41% | 1.77% | 1 | -579,230 | -1.87% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 23,779,849 | 2,374,655 | 1.61% | 1.52% | 2 | +1,187,441 | 5.26% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 11,522,222 | 1,150,609 | 5.56% | 6.11% | 3 | +82,353 | 0.72% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 4,375,680 | 437,273 | 0.49% | 0.44% | 4 | +256,938 | 6.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,117,972 | 410,893 | 4.14% | 4.5% | 5 | +212,979 | 5.45% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Added to | 2,633,904 | 263,021 | 14.17% | 13.03% | 6 | +23,628 | 0.91% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,562,549 | 255,896 | 0.07% | 0.06% | 7 | +280,862 | 12.31% | Q1 2026 | May 04, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,360,214 | 235,691 | 10.88% | 10.77% | 8 | -55,584 | -2.3% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,188,303 | 218,523 | 2.62% | 2.26% | 9 | +108,785 | 5.23% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Added to | 1,660,500 | 165,817 | 1.52% | 1.37% | 10 | +20,980 | 1.28% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,647,863 | 164,555 | 2.36% | — | 11 | +1,647,863 | New | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 1,636,238 | 163,394 | 0.04% | 0.04% | 12 | +210,017 | 14.73% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 1,423,552 | 142,155 | 0.2% | 0.18% | 13 | +89,620 | 6.72% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,330,144 | 132,638 | 0.19% | 0.16% | 14 | +63,818 | 5.04% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,201,875 | 120,019 | 0.06% | 0.05% | 15 | +163,980 | 15.8% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,093,841 | 109,231 | 0.01% | 0.0% | 16 | +226,003 | 26.04% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 957,139 | 95,579 | 0.04% | 0.03% | 17 | +19,654 | 2.1% | Q1 2026 | May 13, 2026 |
| Unison Advisors LLC | History | Reduced | 827,530 | 82,637 | 6.27% | 6.81% | 18 | -1,428 | -0.17% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 800,212 | 79,909 | 0.01% | 0.0% | 19 | +492,655 | 160.18% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 762,781 | 76,171 | 0.05% | 0.04% | 20 | +162,063 | 26.98% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 697,531 | 69,655 | 3.7% | 3.62% | 21 | -2,219 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Frontier Asset Management, LLC | History | Added to | 660,273 | 65,934 | 13.82% | 12.72% | 22 | +76,400 | 13.09% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 647,182 | 64,627 | 0.36% | 0.33% | 23 | +10,637 | 1.67% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 630,579 | 62,969 | 1.09% | 1.02% | 24 | +18,165 | 2.97% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | Added to | 565,044 | 56,425 | 5.72% | 5.94% | 25 | +12,355 | 2.24% | Q1 2026 | May 15, 2026 |
| Burton Enright Welch | History | Reduced | 557,390 | 55,660 | 7.57% | 7.51% | 26 | -10,107 | -1.78% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 543,283 | 54,252 | 0.35% | — | 27 | +543,283 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 532,125 | 53,137 | 0.26% | 0.01% | 28 | +505,991 | 1936.14% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 489,839 | 52,834 | 0.78% | 0.87% | 29 | +19,440 | 4.13% | Q1 2026 | Apr 20, 2026 |
| Horizon Investments, LLC | History | Reduced | 527,553 | 52,681 | 0.59% | 0.71% | 30 | -65,788 | -11.09% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 517,400 | 51,667 | 0.05% | 0.06% | 31 | -61,605 | -10.64% | Q1 2026 | May 05, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 506,111 | 50,540 | 5.58% | 5.69% | 32 | -2,904 | -0.57% | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 505,685 | 50,497 | 4.63% | 4.59% | 33 | -3,308 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Divergent Planning, LLC | History | No change | 529,894 | 50,239 | 12.83% | 12.83% | 34 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Foster Group, Inc. | History | Reduced | 495,563 | 49,486 | 1.47% | 1.55% | 35 | -51,313 | -9.38% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 478,967 | 47,830 | 0.37% | 0.39% | 36 | -13,855 | -2.81% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 453,456 | 45,282 | 0.01% | 0.0% | 37 | +451,156 | 19615.48% | Q1 2026 | May 15, 2026 |
| Brickley Wealth Management | History | Reduced | 451,270 | 45,063 | 7.73% | 7.18% | 38 | -1,900 | -0.42% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 448,414 | 44,778 | 0.05% | 0.04% | 39 | +49,846 | 12.51% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 426,729 | 42,613 | 2.9% | 2.83% | 40 | -10,351 | -2.37% | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Added to | 411,922 | 41,134 | 4.42% | 4.34% | 41 | +8,641 | 2.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 402,129 | 40,156 | 0.01% | 0.01% | 42 | +115,864 | 40.47% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 384,046 | 38,350 | 0.04% | 0.04% | 43 | -37,695 | -8.94% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 378,227 | 37,769 | 4.06% | 4.23% | 44 | -20,337 | -5.1% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 340,704 | 34,022 | 0.15% | 0.15% | 45 | -48,625 | -12.49% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 339,046 | 33,847 | 6.73% | 6.62% | 46 | +4,126 | 1.23% | Q1 2026 | May 08, 2026 |
| Symmetry Partners, LLC | History | Added to | 337,844 | 33,737 | 1.93% | 1.86% | 47 | +3,428 | 1.03% | Q1 2026 | Apr 27, 2026 |
| Marquette Asset Management, LLC | History | Added to | 330,321 | 32,985 | 4.93% | 4.55% | 48 | +2,345 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 327,494 | 32,703 | 4.55% | — | 49 | +327,494 | New | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 322,571 | 32,211 | 0.76% | 0.7% | 50 | -11,855 | -3.54% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Reduced | 313,555 | 31,311 | 8.48% | 9.02% | 51 | -8,808 | -2.73% | Q1 2026 | Apr 27, 2026 |
| Opus Capital Group, LLC | History | Reduced | 313,238 | 31,280 | 3.36% | 3.48% | 52 | -28,321 | -8.29% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 312,794 | 31,235 | 0.12% | 0.11% | 53 | +11,410 | 3.79% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 293,193 | 31,204 | 1.0% | 1.0% | 54 | +7,192 | 2.51% | Q1 2026 | Apr 17, 2026 |
| Angeles Investment Advisors, LLC | History | New | 295,050 | 29,463 | 1.98% | — | 55 | +295,050 | New | Q1 2026 | Apr 28, 2026 |
| Emprise Bank | History | Added to | 288,385 | 28,798 | 11.56% | 10.43% | 56 | +21,400 | 8.02% | Q1 2026 | Apr 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 282,603 | 28,220 | 0.44% | 0.05% | 57 | +251,287 | 802.42% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 277,457 | 27,706 | 0.28% | 0.32% | 58 | -31,464 | -10.19% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 272,527 | 27,214 | 1.54% | 1.42% | 59 | +7,492 | 2.83% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 270,952 | 27,057 | 0.04% | 0.03% | 60 | +38,945 | 16.79% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Reduced | 262,493 | 26,212 | 1.79% | 2.12% | 61 | -5,707 | -2.13% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 261,555 | 26,118 | 0.3% | 0.31% | 62 | -11,771 | -4.31% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 259,429 | 25,906 | 17.42% | 16.8% | 63 | -2,961 | -1.13% | Q1 2026 | Apr 16, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 236,077 | 25,463 | 10.48% | 10.65% | 64 | -7,779 | -3.19% | Q1 2026 | Apr 22, 2026 |
| DEFINE FINANCIAL, LLC | History | Reduced | 252,101 | 25,174 | 13.66% | 13.51% | 65 | -1,472 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 249,502 | 24,915 | 9.38% | 9.24% | 66 | -7,447 | -2.9% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 249,014 | 24,866 | 1.0% | 1.04% | 67 | -27,237 | -9.86% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 245,336 | 24,499 | 3.68% | 3.56% | 68 | +4,631 | 1.92% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 233,349 | 24,492 | 3.75% | 3.58% | 69 | -5,241 | -2.2% | Q1 2026 | Apr 16, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 241,467 | 24,112 | 6.37% | 6.03% | 70 | +5,928 | 2.52% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 239,518 | 23,918 | 0.17% | 0.15% | 71 | +34,330 | 16.73% | Q1 2026 | Apr 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 238,274 | 23,794 | 2.94% | 1.4% | 72 | +109,538 | 85.09% | Q1 2026 | May 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 221,292 | 22,098 | 8.64% | 8.84% | 73 | -14,994 | -6.35% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 218,924 | 21,861 | 0.0% | 0.0% | 74 | +47,976 | 28.06% | Q1 2026 | May 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 215,718 | 21,541 | 3.8% | 0.06% | 75 | +212,220 | 6066.9% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 204,845 | 20,455 | 2.29% | 2.24% | 76 | -7,081 | -3.34% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 202,148 | 20,186 | 0.01% | 0.01% | 77 | +48,273 | 31.37% | Q1 2026 | May 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 199,377 | 19,909 | 5.53% | 5.38% | 78 | +10,203 | 5.39% | Q1 2026 | Apr 24, 2026 |
| Wealth Architects, LLC | History | Reduced | 198,353 | 19,807 | 1.77% | 1.69% | 79 | -1,217 | -0.61% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 193,233 | 19,296 | 3.29% | 2.88% | 80 | +19,288 | 11.09% | Q1 2026 | Apr 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 191,520 | 19,125 | 2.01% | 2.04% | 81 | +74,592 | 63.79% | Q1 2026 | Apr 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 189,908 | 18,964 | 3.39% | 3.1% | 82 | +12,961 | 7.32% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | Added to | 176,058 | 18,579 | 0.53% | 0.5% | 83 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 181,821 | 18,156 | 0.33% | 0.3% | 84 | +2,236 | 1.25% | Q1 2026 | Apr 10, 2026 |
| Prosperity Planning, Inc. | History | Added to | 181,542 | 18,128 | 4.59% | 4.4% | 85 | +2,671 | 1.49% | Q1 2026 | Apr 10, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 179,401 | 17,915 | 3.31% | 3.03% | 86 | +2,808 | 1.59% | Q1 2026 | Apr 27, 2026 |
| Summit Portfolio Management, LTD. | History | New | 179,161 | 17,891 | 11.51% | — | 87 | +179,161 | New | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Reduced | 178,302 | 17,805 | 4.73% | 4.79% | 88 | -3,109 | -1.71% | Q1 2026 | May 13, 2026 |
| Invariant Investment Management | History | Reduced | 167,728 | 17,604 | 10.84% | 11.08% | 89 | -10,461 | -5.87% | Q1 2026 | Apr 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 175,760 | 17,551 | 5.93% | 5.8% | 90 | +3,370 | 1.95% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 173,052 | 17,280 | 0.28% | 0.3% | 91 | -22,460 | -11.49% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 172,112 | 17,187 | 1.94% | 1.61% | 92 | +12,451 | 7.8% | Q1 2026 | May 04, 2026 |
| Penserra Capital Management LLC | History | New | 171,959 | 17,171 | 0.2% | — | 93 | +171,959 | New | Q1 2026 | May 11, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 171,919 | 17,167 | 4.57% | 4.26% | 94 | +15,357 | 9.81% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 168,793 | 16,855 | 3.79% | 2.59% | 95 | +53,379 | 46.25% | Q1 2026 | May 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 165,086 | 16,485 | 3.16% | 2.98% | 96 | +8,603 | 5.5% | Q1 2026 | Apr 24, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 164,325 | 16,409 | 9.41% | 8.18% | 97 | -2,775 | -1.66% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 164,108 | 16,387 | 0.12% | 0.12% | 98 | +5,269 | 3.32% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 162,336 | 16,210 | 0.04% | 0.04% | 99 | +3,423 | 2.15% | Q1 2026 | May 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 160,275 | 16,005 | 7.52% | 7.19% | 100 | +7,265 | 4.75% | Q1 2026 | Apr 14, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 159,820 | 15,959 | 6.47% | 6.72% | 101 | -2,870 | -1.76% | Q1 2026 | Apr 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 151,764 | 15,155 | 1.95% | 2.24% | 102 | -19,433 | -11.35% | Q1 2026 | Apr 17, 2026 |
| LIBRA WEALTH LLC | History | Added to | 148,916 | 14,870 | 4.19% | 3.74% | 103 | +6,631 | 4.66% | Q1 2026 | Apr 28, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 148,675 | 14,846 | 4.17% | 4.18% | 104 | -146,112 | -49.57% | Q1 2026 | Apr 16, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 147,139 | 14,693 | 4.31% | 4.03% | 105 | +5,115 | 3.6% | Q1 2026 | Apr 16, 2026 |
| Flagstone Financial Management | History | Reduced | 146,479 | 14,627 | 3.63% | 3.72% | 106 | -7,744 | -5.02% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 145,241 | 14,503 | 8.23% | 8.52% | 107 | +14,530 | 11.12% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 143,388 | 14,318 | 3.76% | 3.61% | 108 | -312 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 140,608 | 14,041 | 5.28% | 5.02% | 109 | +2,297 | 1.66% | Q1 2026 | Apr 21, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 140,351 | 14,015 | 1.82% | 1.61% | 110 | +6,122 | 4.56% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 139,145 | 13,895 | 0.02% | 0.02% | 111 | -12,906 | -8.49% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 138,294 | 13,810 | 0.04% | 0.02% | 112 | +48,248 | 53.58% | Q1 2026 | May 04, 2026 |
| Fonville Wealth Management LLC | History | Added to | 136,626 | 13,643 | 2.6% | 2.41% | 113 | +11,215 | 8.94% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Added to | 135,568 | 13,537 | 0.0% | 0.0% | 114 | +4,612 | 3.52% | Q1 2026 | May 05, 2026 |
| Barry Investment Advisors, LLC | History | New | 135,501 | 13,531 | 2.98% | — | 115 | +135,501 | New | Q1 2026 | Apr 23, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 133,957 | 13,376 | 1.97% | 1.86% | 116 | +704 | 0.53% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 133,419 | 13,323 | 0.43% | 0.44% | 117 | -6,775 | -4.83% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 131,988 | 13,180 | 0.37% | 0.06% | 118 | +111,642 | 548.72% | Q1 2026 | Apr 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 131,785 | 13,160 | 2.96% | 2.9% | 119 | -2,916 | -2.16% | Q1 2026 | Apr 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 131,250 | 13,107 | 0.0% | 0.0% | 120 | +31,408 | 31.46% | Q1 2026 | May 15, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 129,885 | 12,970 | 2.33% | 2.28% | 121 | +548 | 0.42% | Q1 2026 | May 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 127,950 | 12,772 | 4.36% | 4.0% | 122 | +9,708 | 8.21% | Q1 2026 | Apr 14, 2026 |
| Telos Capital Management, Inc. | History | Added to | 127,312 | 12,713 | 1.22% | 1.11% | 123 | +902 | 0.71% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 123,258 | 12,540 | 0.12% | 0.11% | 124 | +14,637 | 13.48% | Q1 2026 | Apr 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 116,411 | 12,284 | 1.11% | 0.97% | 125 | +9,079 | 8.46% | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 122,321 | 12,214 | 2.83% | 2.59% | 126 | -4,046 | -3.2% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 120,837 | 12,066 | 0.19% | 0.18% | 127 | -3,572 | -2.87% | Q1 2026 | Apr 01, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 119,206 | 11,903 | 2.75% | 3.07% | 128 | +4,838 | 4.23% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 118,811 | 11,864 | 0.96% | 0.81% | 129 | +6,333 | 5.63% | Q1 2026 | Apr 10, 2026 |
| Friday Financial | History | Added to | 117,695 | 11,752 | 4.05% | 3.82% | 130 | +2,470 | 2.14% | Q1 2026 | Apr 16, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 117,683 | 11,751 | 0.59% | 0.55% | 131 | +3,182 | 2.78% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Added to | 110,884 | 11,689 | 0.38% | 0.37% | 132 | +373 | 0.34% | Q1 2026 | Apr 09, 2026 |
| Kestra Investment Management, LLC | History | Added to | 115,444 | 11,528 | 0.2% | 0.13% | 133 | +56,806 | 96.88% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 113,834 | 11,367 | 0.02% | 0.01% | 134 | +48,161 | 73.33% | Q1 2026 | May 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 112,052 | 11,189 | 0.21% | 0.84% | 135 | -353,339 | -75.92% | Q1 2026 | Apr 16, 2026 |
| Efficient Advisors, LLC | History | Reduced | 110,143 | 10,998 | 0.78% | 1.09% | 136 | -89,261 | -44.76% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 108,023 | 10,787 | 0.09% | 0.08% | 137 | -907 | -0.83% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | New | 481,154 | 10,339 | 6.05% | — | 138 | +481,154 | New | Q1 2026 | May 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 103,092 | 10,294 | 4.14% | 3.91% | 139 | +1,154 | 1.13% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 100,602 | 10,046 | 0.07% | 0.06% | 140 | -1,457 | -1.43% | Q1 2026 | Apr 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 99,054 | 9,891 | 3.97% | 3.78% | 141 | +6,019 | 6.47% | Q1 2026 | Apr 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 97,814 | 9,767 | 1.22% | 1.17% | 142 | +7,672 | 8.51% | Q1 2026 | Apr 16, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 97,505 | 9,736 | 3.25% | 3.11% | 143 | +9,474 | 10.76% | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 103,431 | 9,719 | 5.26% | 5.26% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 97,067 | 9,693 | 1.91% | 1.72% | 145 | +7,074 | 7.86% | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 97,042 | 9,690 | 1.07% | 0.83% | 146 | +18,184 | 23.06% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 95,894 | 9,575 | 3.99% | 3.97% | 147 | -6,545 | -6.39% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 94,900 | 9,561 | 0.02% | 0.02% | 148 | -57,379 | -37.68% | Q1 2026 | Apr 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 95,658 | 9,552 | 3.83% | 3.73% | 149 | -1,070 | -1.11% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 93,448 | 9,331 | 3.84% | 3.52% | 150 | +1,985 | 2.17% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Reduced | 93,052 | 9,292 | 1.06% | 1.16% | 151 | -2,201 | -2.31% | Q1 2026 | May 07, 2026 |
| FFG Partners, LLC | History | New | 92,644 | 9,251 | 3.66% | — | 152 | +92,644 | New | Q1 2026 | Apr 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 91,752 | 9,162 | 4.02% | 3.86% | 153 | +3,013 | 3.4% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,646 | 9,081 | 0.03% | 0.05% | 154 | +3,294 | 3.81% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 84,956 | 9,041 | 2.47% | 2.22% | 155 | +5,912 | 7.48% | Q1 2026 | Apr 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 90,149 | 9,002 | 1.92% | 1.82% | 156 | +187 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Betterment LLC | History | Reduced | 89,148 | 8,902 | 0.02% | 0.02% | 157 | -2,498 | -2.73% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 86,992 | 8,687 | 3.46% | 3.42% | 158 | -2,261 | -2.53% | Q1 2026 | Apr 24, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 86,555 | 8,643 | 4.39% | 4.36% | 159 | -264 | -0.3% | Q1 2026 | May 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 86,016 | 8,589 | 6.78% | 6.44% | 160 | -934 | -1.07% | Q1 2026 | Apr 16, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 79,097 | 8,418 | 5.87% | 5.75% | 161 | -238 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 81,457 | 8,134 | 0.06% | 0.05% | 162 | +9,253 | 12.82% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 80,411 | 8,029 | 0.58% | 0.58% | 163 | -1,661 | -2.02% | Q1 2026 | May 05, 2026 |
| Schulz Wealth, LTD. | History | No change | 84,499 | 7,940 | 5.09% | 5.09% | 164 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bellecapital International Ltd. | History | New | 79,245 | 7,913 | 1.43% | — | 165 | +79,245 | New | Q1 2026 | May 12, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 77,768 | 7,765 | 0.67% | 0.68% | 166 | -6,169 | -7.35% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,711 | 7,760 | 0.02% | 0.01% | 167 | +22,783 | 41.48% | Q1 2026 | Apr 30, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 77,615 | 7,750 | 6.76% | 6.89% | 168 | -285 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Bull Oak Capital, LLC | History | Added to | 76,442 | 7,633 | 2.93% | 2.84% | 169 | +2,511 | 3.4% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 76,009 | 7,590 | 1.7% | 1.52% | 170 | +6,628 | 9.55% | Q1 2026 | Apr 15, 2026 |
| Oceanside Advisors LLC | History | Reduced | 75,052 | 7,494 | 4.28% | 4.4% | 171 | -2,210 | -2.86% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Added to | 74,124 | 7,402 | 2.0% | 2.07% | 172 | +1,737 | 2.4% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 73,816 | 7,371 | 3.37% | 3.19% | 173 | +2,107 | 2.94% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 72,854 | 7,275 | 3.01% | 2.58% | 174 | +8,193 | 12.67% | Q1 2026 | Apr 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 72,351 | 7,225 | 2.99% | 3.08% | 175 | -9,048 | -11.12% | Q1 2026 | May 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 72,204 | 7,210 | 4.55% | 4.18% | 176 | +7,071 | 10.86% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 71,614 | 7,151 | 0.42% | 0.39% | 177 | +1,055 | 1.5% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 68,313 | 6,950 | 1.11% | 1.04% | 178 | +4,585 | 7.19% | Q1 2026 | Apr 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 69,147 | 6,905 | 1.68% | 1.64% | 179 | -3,872 | -5.3% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | Reduced | 67,965 | 6,786 | 0.6% | 0.54% | 180 | -545 | -0.8% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 67,619 | 6,752 | 1.4% | 1.34% | 181 | -1,241 | -1.8% | Q1 2026 | May 08, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 67,145 | 6,705 | 5.02% | 4.86% | 182 | +2,719 | 4.22% | Q1 2026 | Apr 24, 2026 |
| Truepoint, Inc. | History | Reduced | 66,749 | 6,665 | 0.15% | 0.15% | 183 | -3,556 | -5.06% | Q1 2026 | May 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 66,708 | 6,661 | 1.99% | 1.9% | 184 | +390 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Factor Wealth Management LTD | History | Added to | 66,599 | 6,650 | 1.25% | 0.56% | 185 | +39,075 | 141.97% | Q1 2026 | Apr 20, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 66,525 | 6,643 | 0.1% | 0.08% | 186 | +910 | 1.39% | Q1 2026 | May 22, 2026 |
| BlackRock, Inc. | History | Added to | 66,344 | 6,625 | 0.0% | 0.0% | 187 | +29,624 | 80.68% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 66,242 | 6,614 | 0.72% | 0.7% | 188 | -3,120 | -4.5% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,997 | 6,396 | 0.01% | 0.01% | 189 | +7,926 | 14.14% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 63,896 | 6,380 | 1.61% | 1.62% | 190 | +2,782 | 4.55% | Q1 2026 | Apr 28, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 63,866 | 6,377 | 2.64% | 2.58% | 191 | -1,378 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 63,692 | 6,360 | 0.36% | 0.41% | 192 | -8,684 | -12.0% | Q1 2026 | Apr 30, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 63,479 | 6,339 | 3.48% | 3.35% | 193 | +1,444 | 2.33% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 63,053 | 6,296 | 0.03% | 0.03% | 194 | -2,416 | -3.69% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 63,000 | 6,291 | 0.28% | 0.29% | 195 | -5,750 | -8.36% | Q1 2026 | Apr 21, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 62,124 | 6,203 | 3.99% | — | 196 | +62,124 | New | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 61,045 | 6,095 | 0.01% | 0.0% | 197 | +14,012 | 29.79% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | Added to | 60,799 | 6,071 | 2.07% | 1.94% | 198 | +2,794 | 4.82% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Added to | 60,712 | 6,062 | 0.88% | 0.64% | 199 | +15,273 | 33.61% | Q1 2026 | Apr 10, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 60,451 | 6,036 | 1.36% | 1.12% | 200 | +5,742 | 10.5% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Reduced | 60,215 | 6,013 | 0.72% | 0.95% | 201 | -24,913 | -29.27% | Q1 2026 | May 12, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 59,797 | 5,971 | 4.76% | 4.83% | 202 | -1,917 | -3.11% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 59,457 | 5,937 | 0.36% | 0.35% | 203 | -1,238 | -2.04% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 59,417 | 5,933 | 0.12% | 0.1% | 204 | +8,066 | 15.71% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 59,056 | 5,897 | 0.47% | 0.46% | 205 | +45 | 0.08% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | Added to | 58,739 | 5,865 | 4.12% | 3.86% | 206 | +1,541 | 2.69% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 55,610 | 5,857 | 0.13% | 0.14% | 207 | -142 | -0.25% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,497 | 5,641 | 0.02% | 0.02% | 208 | +4,952 | 9.61% | Q1 2026 | Apr 30, 2026 |
| Oath Planning, LLC | History | Added to | 55,417 | 5,533 | 4.92% | 4.82% | 209 | +3,392 | 6.52% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 55,388 | 5,531 | 0.17% | 0.18% | 210 | +3,960 | 7.7% | Q1 2026 | May 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 54,917 | 5,483 | 3.69% | 3.57% | 211 | +1,341 | 2.5% | Q1 2026 | Apr 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 54,628 | 5,455 | 3.72% | 3.08% | 212 | +8,348 | 18.04% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 53,726 | 5,365 | 0.66% | 0.48% | 213 | +13,322 | 32.97% | Q1 2026 | Apr 27, 2026 |
| Prism Planning Partners LLC | History | Added to | 53,637 | 5,356 | 6.33% | 5.52% | 214 | +1,298 | 2.48% | Q1 2026 | May 12, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 53,530 | 5,345 | 3.92% | 4.01% | 215 | -5,566 | -9.42% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 52,915 | 5,284 | 1.47% | 1.38% | 216 | -1,151 | -2.13% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | New | 52,432 | 5,235 | 0.07% | — | 217 | +52,432 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 52,352 | 5,227 | 0.59% | 0.55% | 218 | +159 | 0.3% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 52,056 | 5,198 | 0.51% | 0.62% | 219 | -598 | -1.14% | Q1 2026 | Apr 06, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 50,862 | 5,079 | 1.09% | 1.03% | 220 | +715 | 1.43% | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 49,985 | 4,991 | 0.08% | — | 221 | +49,985 | New | Q1 2026 | May 15, 2026 |
| Davidson Kahn Capital Management, LLC | History | New | 48,187 | 4,892 | 2.61% | — | 222 | +48,187 | New | Q1 2026 | Apr 22, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 48,749 | 4,868 | 2.57% | 2.53% | 223 | +184 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 48,699 | 4,863 | 0.79% | 0.33% | 224 | +27,332 | 127.92% | Q1 2026 | Apr 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 48,159 | 4,809 | 0.5% | 0.55% | 225 | -15,267 | -24.07% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 47,416 | 4,734 | 0.05% | 0.04% | 226 | +1,391 | 3.02% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 47,375 | 4,730 | 0.39% | 0.38% | 227 | +1,830 | 4.02% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,176 | 4,711 | 0.02% | 0.03% | 228 | +4,959 | 11.75% | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 46,897 | 4,683 | 3.99% | 4.44% | 229 | -13,696 | -22.6% | Q1 2026 | Apr 24, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 46,002 | 4,593 | 0.47% | 0.38% | 230 | +5,776 | 14.36% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 45,938 | 4,587 | 2.0% | 1.85% | 231 | +935 | 2.08% | Q1 2026 | May 05, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 45,869 | 4,580 | 3.21% | 0.83% | 232 | +34,879 | 317.37% | Q1 2026 | May 06, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 45,698 | 4,563 | 4.29% | 4.22% | 233 | -801 | -1.72% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,997 | 4,493 | 0.02% | 0.02% | 234 | +173 | 0.39% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,543 | 4,448 | 0.01% | 0.01% | 235 | +10,883 | 32.33% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 44,082 | 4,402 | 0.06% | 0.05% | 236 | +4,262 | 10.7% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 43,973 | 4,391 | 0.01% | 0.01% | 237 | +7,086 | 19.21% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | New | 41,621 | 4,360 | 0.48% | — | 238 | +41,621 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 42,609 | 4,254 | 0.05% | — | 239 | +42,609 | New | Q1 2026 | Apr 20, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 41,509 | 4,145 | 3.65% | 4.31% | 240 | +1,715 | 4.31% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 41,235 | 4,117 | 0.46% | 0.41% | 241 | +1,778 | 4.51% | Q1 2026 | May 01, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 41,144 | 4,108 | 1.84% | 1.79% | 242 | +735 | 1.82% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 40,742 | 4,068 | 0.07% | 0.01% | 243 | +35,219 | 637.68% | Q1 2026 | Apr 14, 2026 |
| Prospect Financial Group LLC | History | Reduced | 39,966 | 3,991 | 3.68% | 3.53% | 244 | -422 | -1.04% | Q1 2026 | May 05, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 39,343 | 3,928 | 3.7% | 3.02% | 245 | +2,478 | 6.72% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 39,184 | 3,912 | 0.09% | 0.08% | 246 | +4,612 | 13.34% | Q1 2026 | May 15, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 38,948 | 3,889 | 0.71% | 0.67% | 247 | -219 | -0.56% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | New | 38,359 | 3,830 | 0.74% | — | 248 | +38,359 | New | Q1 2026 | Apr 21, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 37,920 | 3,786 | 0.7% | 0.76% | 249 | -977 | -2.51% | Q1 2026 | Apr 30, 2026 |
| Cloud Capital Management, LLC | History | Added to | 37,607 | 3,754 | 1.64% | 1.23% | 250 | +9,910 | 35.78% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 37,433 | 3,738 | 0.17% | 0.16% | 251 | +158 | 0.42% | Q1 2026 | May 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 39,289 | 3,691 | 0.98% | 0.98% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 36,167 | 3,611 | 0.35% | 0.34% | 253 | -309 | -0.85% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,088 | 3,603 | 0.05% | 0.04% | 254 | +7,903 | 28.04% | Q1 2026 | May 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 35,965 | 3,591 | 2.31% | 2.1% | 255 | +4,449 | 14.12% | Q1 2026 | Apr 23, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,868 | 3,382 | 0.23% | 0.21% | 256 | +162 | 0.48% | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Reduced | 33,867 | 3,381 | 0.89% | 0.94% | 257 | -3,724 | -9.91% | Q1 2026 | Apr 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 33,823 | 3,377 | 0.37% | 0.46% | 258 | -9,548 | -22.01% | Q1 2026 | Apr 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 33,689 | 3,364 | 1.64% | 1.52% | 259 | +703 | 2.13% | Q1 2026 | May 14, 2026 |
| Trailhead Planners LLC | History | Reduced | 33,653 | 3,360 | 3.22% | 3.18% | 260 | -829 | -2.4% | Q1 2026 | May 06, 2026 |
| WorthPointe, LLC | History | Added to | 33,094 | 3,304 | 0.89% | 0.6% | 261 | +8,982 | 37.25% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 32,657 | 3,261 | 2.27% | 2.13% | 262 | +1,524 | 4.9% | Q1 2026 | Apr 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 32,559 | 3,251 | 2.23% | 2.67% | 263 | -5,851 | -15.23% | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 32,454 | 3,240 | 1.75% | 1.65% | 264 | +1,745 | 5.68% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 32,023 | 3,197 | 0.21% | 0.28% | 265 | -655 | -2.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 31,426 | 3,138 | 0.89% | — | 266 | +31,426 | New | Q1 2026 | Apr 10, 2026 |
| E-Wealth Partners, LLC | History | No change | 33,380 | 3,136 | 2.63% | 2.63% | 267 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 32,366 | 3,126 | 0.11% | 0.12% | 268 | -254 | -0.78% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 30,473 | 3,043 | 0.74% | 0.71% | 269 | -102 | -0.33% | Q1 2026 | Apr 10, 2026 |
| McLean Asset Management Corp | History | Reduced | 30,009 | 2,996 | 0.52% | 0.54% | 270 | -724 | -2.36% | Q1 2026 | Apr 22, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 29,960 | 2,991 | 1.55% | 1.33% | 271 | -2,866 | -8.73% | Q1 2026 | Apr 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 29,844 | 2,980 | 0.17% | 0.16% | 272 | -846 | -2.76% | Q1 2026 | Apr 23, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 27,982 | 2,952 | 0.36% | 0.24% | 273 | +8,893 | 46.59% | Q1 2026 | Apr 22, 2026 |
| Belleair Asset Management, LLC | History | Added to | 29,520 | 2,947 | 2.69% | 2.49% | 274 | +1,635 | 5.86% | Q1 2026 | Apr 15, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 31,260 | 2,937 | 0.7% | 0.7% | 275 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 29,070 | 2,902 | 0.91% | 0.88% | 276 | -2,080 | -6.68% | Q1 2026 | Apr 23, 2026 |
| Sanchez Levi Garrett | History | New | 29,013 | 2,897 | 1.82% | — | 278 | +29,013 | New | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,609 | 2,897 | 0.16% | 0.15% | 277 | +630 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Capasso Planning Partners LLC | History | No change | 30,552 | 2,871 | 1.57% | 1.57% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,421 | 2,842 | 0.0% | 0.0% | 280 | +12,005 | 68.93% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,463 | 2,842 | 0.08% | 0.07% | 281 | +5,343 | 23.11% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,675 | 2,763 | 0.15% | 0.1% | 282 | +8,090 | 41.31% | Q1 2026 | Apr 08, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 27,486 | 2,744 | 1.89% | 1.77% | 283 | +235 | 0.86% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 26,924 | 2,688 | 0.01% | 0.01% | 284 | +2,174 | 8.78% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 25,815 | 2,675 | 0.05% | 0.09% | 285 | +5,709 | 28.39% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Reduced | 26,779 | 2,674 | 0.04% | 0.03% | 286 | -751 | -2.73% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | Added to | 26,693 | 2,665 | 0.67% | 0.54% | 287 | +3,699 | 16.09% | Q1 2026 | May 08, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 26,548 | 2,651 | 2.72% | 1.95% | 288 | +9,008 | 51.36% | Q1 2026 | May 04, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 26,400 | 2,636 | 2.7% | 2.78% | 289 | -2,727 | -9.36% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,662 | 2,562 | 0.17% | 0.11% | 290 | +6,958 | 37.2% | Q1 2026 | Apr 15, 2026 |
| Frankly Finances, LLC | History | Reduced | 25,578 | 2,554 | 2.31% | 2.31% | 291 | -305 | -1.18% | Q1 2026 | Apr 29, 2026 |
| Orion Capital Management LLC | History | Added to | 25,312 | 2,527 | 0.87% | 0.71% | 292 | +2,791 | 12.39% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 25,101 | 2,506 | 2.11% | 2.08% | 293 | -533 | -2.08% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,864 | 2,483 | 0.01% | 0.0% | 294 | +19,931 | 404.03% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 24,823 | 2,478 | 0.32% | — | 295 | +24,823 | New | Q1 2026 | Apr 13, 2026 |
| EJMK Ventures LLC | History | Added to | 24,738 | 2,470 | 1.38% | 0.69% | 296 | +12,842 | 107.95% | Q1 2026 | Apr 24, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 23,928 | 2,445 | 0.91% | 0.23% | 297 | +17,848 | 293.55% | Q1 2026 | May 01, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 24,062 | 2,402 | 0.59% | 0.68% | 298 | -587 | -2.38% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 22,666 | 2,263 | 0.25% | 0.25% | 299 | -204 | -0.89% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 22,509 | 2,247 | 0.2% | 0.23% | 300 | +191 | 0.86% | Q1 2026 | Apr 30, 2026 |
| Holcombe Financial, Inc. | History | Added to | 22,321 | 2,228 | 1.31% | 1.14% | 301 | +2,957 | 15.27% | Q1 2026 | Apr 20, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 22,271 | 2,224 | 0.31% | 0.28% | 302 | +218 | 0.99% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | Reduced | 22,052 | 2,202 | 1.3% | 1.32% | 303 | -706 | -3.1% | Q1 2026 | May 01, 2026 |
| Towerpoint Wealth, LLC | History | New | 22,029 | 2,199 | 0.89% | — | 305 | +22,029 | New | Q1 2026 | Apr 08, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 22,030 | 2,199 | 1.91% | 1.8% | 304 | +328 | 1.51% | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | Added to | 22,014 | 2,198 | 0.37% | 0.19% | 306 | +9,655 | 78.12% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,941 | 2,191 | 0.01% | 0.01% | 307 | -7,167 | -24.62% | Q1 2026 | Apr 29, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 21,579 | 2,154 | 1.29% | 1.2% | 308 | -216 | -0.99% | Q1 2026 | May 06, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 21,489 | 2,145 | 0.56% | 0.53% | 309 | -486 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 21,345 | 2,131 | 2.12% | 2.14% | 310 | -1,576 | -6.88% | Q1 2026 | Apr 23, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 21,018 | 2,098 | 0.92% | 0.79% | 311 | +738 | 3.64% | Q1 2026 | May 13, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 20,926 | 2,089 | 1.1% | — | 312 | +20,926 | New | Q1 2026 | Apr 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 20,865 | 2,083 | 0.03% | 0.03% | 313 | +134 | 0.65% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Reduced | 20,856 | 2,082 | 1.04% | 1.18% | 314 | -3,764 | -15.29% | Q1 2026 | Apr 30, 2026 |
| LAM GROUP, INC. | History | Added to | 20,780 | 2,075 | 1.14% | 0.89% | 315 | +4,175 | 25.14% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 19,299 | 2,067 | 0.28% | 0.09% | 316 | +14,035 | 266.62% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,483 | 2,045 | 0.01% | 0.01% | 317 | -6,344 | -23.65% | Q1 2026 | Apr 24, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 20,482 | 2,045 | 0.52% | 0.52% | 318 | -554 | -2.63% | Q1 2026 | Apr 17, 2026 |
| Networth Advisors, LLC | History | Added to | 19,830 | 1,980 | 1.4% | 1.34% | 319 | +464 | 2.4% | Q1 2026 | Apr 22, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 19,779 | 1,974 | 0.15% | 0.11% | 320 | +53 | 0.27% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,699 | 1,967 | 0.07% | 0.06% | 321 | +252 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,454 | 1,942 | 0.1% | 0.1% | 322 | -512 | -2.56% | Q1 2026 | Apr 23, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 19,387 | 1,935 | 1.46% | 1.23% | 323 | +1,751 | 9.93% | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | New | 19,370 | 1,934 | 0.46% | — | 324 | +19,370 | New | Q1 2026 | May 08, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 19,265 | 1,923 | 0.57% | 0.57% | 325 | -73 | -0.38% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 19,235 | 1,920 | 0.52% | 0.55% | 326 | -2,242 | -10.44% | Q1 2026 | May 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 19,134 | 1,910 | 0.18% | 0.12% | 327 | +7,163 | 59.84% | Q1 2026 | Apr 16, 2026 |
| Pursuit Wealth Management LLC | History | No change | 20,276 | 1,905 | 1.64% | 1.64% | 328 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | Reduced | 19,032 | 1,900 | 0.17% | 0.15% | 329 | -142 | -0.74% | Q1 2026 | Apr 30, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 18,923 | 1,890 | 0.13% | 0.12% | 330 | -54 | -0.28% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 18,774 | 1,874 | 0.26% | 0.25% | 331 | -754 | -3.86% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 18,683 | 1,865 | 0.05% | 0.05% | 332 | -537 | -2.79% | Q1 2026 | May 04, 2026 |
| Financial Plan, Inc. | History | Added to | 18,655 | 1,862 | 0.2% | 0.19% | 333 | +600 | 3.32% | Q1 2026 | Apr 24, 2026 |
| Point72 Asset Management, L.P. | History | New | 18,300 | 1,827 | 0.0% | — | 334 | +18,300 | New | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 18,194 | 1,816 | 0.79% | 0.78% | 335 | -652 | -3.46% | Q1 2026 | May 12, 2026 |
| True Vision MN LLC | History | Reduced | 17,459 | 1,743 | 0.9% | 0.89% | 336 | -1,130 | -6.08% | Q1 2026 | Apr 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 17,390 | 1,736 | 0.26% | 0.25% | 337 | +4 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Gibson Capital, LLC | History | Reduced | 17,001 | 1,697 | 0.32% | 0.36% | 338 | -3,735 | -18.01% | Q1 2026 | Apr 17, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 17,365 | 1,677 | 1.47% | 1.44% | 339 | +880 | 5.34% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 16,463 | 1,643 | 0.22% | 0.19% | 340 | +1,935 | 13.32% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 16,228 | 1,620 | 0.09% | 0.04% | 341 | +8,531 | 110.84% | Q1 2026 | May 04, 2026 |
| Northland Capital Management LLC | History | Added to | 16,199 | 1,617 | 0.88% | 0.8% | 342 | +898 | 5.87% | Q1 2026 | Apr 21, 2026 |
| Pacific Asset Management, LLC | History | Added to | 16,030 | 1,600 | 0.89% | 0.8% | 343 | +1,796 | 12.62% | Q1 2026 | May 01, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 16,025 | 1,600 | 0.91% | 0.9% | 344 | +837 | 5.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,950 | 1,592 | 0.0% | — | 345 | +15,950 | New | Q1 2026 | May 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 15,830 | 1,580 | 0.19% | 0.18% | 346 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,700 | 1,567 | 0.09% | 0.09% | 347 | +186 | 1.2% | Q1 2026 | Apr 30, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 15,394 | 1,565 | 0.36% | 0.32% | 348 | -6,978 | -31.19% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,615 | 1,559 | 0.0% | 0.0% | 349 | +1,205 | 8.36% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 15,594 | 1,557 | 0.99% | — | 350 | +15,594 | New | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 15,508 | 1,548 | 0.51% | 0.74% | 351 | -129 | -0.82% | Q1 2026 | Apr 20, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 15,402 | 1,538 | 1.43% | 1.39% | 352 | -449 | -2.83% | Q1 2026 | Apr 24, 2026 |
| Berkeley, Inc | History | New | 15,348 | 1,532 | 0.51% | — | 353 | +15,348 | New | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Added to | 15,019 | 1,499 | 0.16% | 0.16% | 354 | +265 | 1.8% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 14,889 | 1,486 | 0.02% | 0.03% | 355 | +2,608 | 21.24% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 14,710 | 1,468 | 0.05% | — | 356 | +14,710 | New | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 14,664 | 1,464 | 0.01% | 0.0% | 357 | +5,251 | 55.78% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 14,529 | 1,450 | 0.02% | 0.01% | 358 | +3,121 | 27.36% | Q1 2026 | May 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 14,311 | 1,429 | 0.24% | — | 359 | +14,311 | New | Q1 2026 | Apr 30, 2026 |
| Aspirean Wealth, LLC | History | Added to | 14,287 | 1,426 | 1.55% | 1.24% | 360 | +2,163 | 17.84% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,113 | 1,409 | 0.2% | 0.17% | 361 | +2,088 | 17.36% | Q1 2026 | Apr 21, 2026 |
| Trademark Financial Management, LLC | History | Added to | 13,985 | 1,396 | 0.68% | 0.67% | 362 | +1,015 | 7.83% | Q1 2026 | Apr 27, 2026 |
| Powerhouse Assets LLC | History | Added to | 13,804 | 1,378 | 1.2% | 1.04% | 363 | +1,218 | 9.68% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 13,645 | 1,362 | 0.06% | 0.05% | 364 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 13,602 | 1,358 | 0.11% | — | 366 | +13,602 | New | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Added to | 13,601 | 1,358 | 0.23% | 0.25% | 365 | +60 | 0.44% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 13,592 | 1,357 | 0.01% | 0.01% | 367 | +3,262 | 31.58% | Q1 2026 | May 15, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 13,585 | 1,356 | 0.49% | — | 368 | +13,585 | New | Q1 2026 | May 14, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 13,260 | 1,324 | 0.29% | 0.27% | 369 | -232 | -1.72% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 13,226 | 1,320 | 0.12% | 0.1% | 370 | +1,382 | 11.67% | Q1 2026 | Apr 17, 2026 |
| Sunpointe, LLC | History | No change | 13,163 | 1,314 | 0.43% | 0.41% | 371 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,882 | 1,286 | 0.6% | 0.57% | 372 | +145 | 1.14% | Q1 2026 | Apr 08, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 12,858 | 1,284 | 0.53% | 0.48% | 373 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 12,642 | 1,262 | 0.0% | 0.0% | 374 | +7 | 0.06% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 12,346 | 1,232 | 0.29% | 0.11% | 375 | +7,708 | 166.19% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | New | 12,180 | 1,216 | 0.01% | — | 376 | +12,180 | New | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,931 | 1,191 | 0.0% | 0.0% | 377 | +1,816 | 17.95% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 11,855 | 1,183 | 0.51% | 0.52% | 378 | +206 | 1.77% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 71,122 | 1,176 | 0.05% | 0.03% | 379 | -6,711 | -8.62% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | New | 11,766 | 1,174 | 0.57% | — | 380 | +11,766 | New | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | New | 11,643 | 1,162 | 0.15% | — | 381 | +11,643 | New | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | No change | 11,575 | 1,155 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 11,239 | 1,122 | 0.0% | 0.0% | 383 | +5,475 | 94.99% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 11,130 | 1,111 | 0.15% | 0.13% | 384 | +391 | 3.64% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,117 | 1,110 | 0.01% | 0.0% | 385 | +2,846 | 34.41% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 11,717 | 1,101 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| E&G Advisors, LP | History | New | 11,023 | 1,100 | 0.24% | — | 387 | +11,023 | New | Q1 2026 | Apr 21, 2026 |
| MIDDLETON & CO INC/MA | History | New | 10,982 | 1,096 | 0.12% | — | 388 | +10,982 | New | Q1 2026 | May 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 10,873 | 1,085 | 0.39% | 0.36% | 389 | +345 | 3.28% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,827 | 1,081 | 0.02% | 0.02% | 390 | +258 | 2.44% | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 10,620 | 1,060 | 0.74% | 0.58% | 391 | +2,236 | 26.67% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 10,171 | 1,015 | 0.02% | 0.01% | 392 | +6,486 | 176.01% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 10,153 | 1,013 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Level Financial Advisors | History | Reduced | 9,931 | 991 | 0.25% | 0.25% | 394 | -273 | -2.68% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,871 | 985 | 0.02% | 0.02% | 395 | +1,843 | 22.96% | Q1 2026 | May 11, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 9,771 | 975 | 0.6% | 0.59% | 396 | -237 | -2.37% | Q1 2026 | Apr 22, 2026 |
| SVRN Asset Management, LLC | History | Added to | 9,726 | 971 | 0.94% | 0.54% | 398 | +2,796 | 40.35% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 9,727 | 971 | 0.04% | 0.04% | 397 | -163 | -1.65% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | No change | 9,641 | 962 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,551 | 953 | 0.0% | 0.0% | 400 | +9,394 | 5983.44% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | New | 9,475 | 946 | 0.04% | — | 401 | +9,475 | New | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,066 | 945 | 0.01% | 0.0% | 402 | +2,943 | 41.32% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,004 | 940 | 0.18% | 0.18% | 403 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAP Partners, LLC | History | Reduced | 9,325 | 931 | 0.53% | 0.53% | 404 | -715 | -7.12% | Q1 2026 | Apr 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 9,200 | 918 | 0.26% | 0.25% | 405 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,985 | 897 | 0.01% | 0.01% | 406 | +2,633 | 41.45% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 8,895 | 888 | 0.48% | 0.35% | 407 | +2,187 | 32.6% | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 8,674 | 866 | 0.12% | 0.1% | 408 | +926 | 11.95% | Q1 2026 | Apr 27, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 8,337 | 864 | 0.26% | 0.24% | 409 | +390 | 4.91% | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | New | 8,228 | 847 | 0.17% | — | 410 | +8,228 | New | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 8,446 | 843 | 0.02% | 0.02% | 411 | +10 | 0.12% | Q1 2026 | May 14, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 8,430 | 841 | 0.13% | 0.13% | 412 | +16 | 0.19% | Q1 2026 | Apr 21, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 8,189 | 817 | 0.11% | 1.13% | 413 | -74,430 | -90.09% | Q1 2026 | Apr 16, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 8,133 | 812 | 0.68% | 0.67% | 414 | +24 | 0.3% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 8,609 | 808 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NCM Capital Management, LLC | History | Added to | 8,079 | 806 | 0.29% | 0.25% | 416 | +895 | 12.46% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,021 | 800 | 0.04% | 0.04% | 417 | -949 | -10.58% | Q1 2026 | May 13, 2026 |
| SELDON CAPITAL LP | History | No change | 8,000 | 798 | 0.29% | 0.26% | 418 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,959 | 794 | 0.02% | 0.01% | 419 | +4,506 | 130.5% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 7,921 | 791 | 0.21% | 0.2% | 420 | -193 | -2.38% | Q1 2026 | Apr 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 7,820 | 780 | 0.16% | 0.13% | 421 | +747 | 10.56% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 8,279 | 777 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prosperitas Financial LLC | History | Added to | 7,725 | 771 | 0.29% | 0.27% | 423 | +249 | 3.33% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 7,701 | 769 | 0.13% | — | 424 | +7,701 | New | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,658 | 764 | 0.05% | 0.06% | 425 | -567 | -6.89% | Q1 2026 | Apr 17, 2026 |
| Nemes Rush Group LLC | History | Added to | 7,550 | 753 | 0.07% | 0.04% | 427 | +3,357 | 80.06% | Q1 2026 | Apr 21, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 7,541 | 753 | 0.4% | 0.28% | 426 | -378 | -4.77% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 7,446 | 743 | 0.54% | 0.52% | 428 | +132 | 1.8% | Q1 2026 | Apr 13, 2026 |
| Exchange Bank | History | Reduced | 7,409 | 739 | 0.51% | 0.56% | 429 | -1,220 | -14.14% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 7,243 | 723 | 0.03% | 0.0% | 430 | +6,303 | 670.53% | Q1 2026 | Apr 24, 2026 |
| Goldstein Advisors, LLC | History | No change | 7,210 | 719 | 0.08% | 0.08% | 431 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Added to | 7,141 | 713 | 0.02% | 0.01% | 432 | +4,972 | 229.23% | Q1 2026 | Apr 29, 2026 |
| Balefire, LLC | History | Reduced | 7,105 | 709 | 0.13% | 0.13% | 433 | -31 | -0.43% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 6,914 | 690 | 0.18% | 0.17% | 434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 6,900 | 689 | 0.56% | 0.58% | 435 | -367 | -5.05% | Q1 2026 | Apr 22, 2026 |
| ENTREWEALTH, LLC | History | Added to | 6,855 | 684 | 0.31% | 0.31% | 437 | +210 | 3.16% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,857 | 684 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,707 | 669 | 0.02% | 0.02% | 438 | +530 | 8.58% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,580 | 657 | 0.0% | 0.0% | 439 | +500 | 8.22% | Q1 2026 | May 13, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 6,569 | 655 | 0.55% | 0.52% | 440 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,551 | 654 | 0.03% | 0.03% | 441 | +89 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Haverford Financial Services, Inc. | History | New | 6,297 | 628 | 0.19% | — | 442 | +6,297 | New | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,207 | 619 | 0.18% | 0.17% | 443 | -251 | -3.89% | Q1 2026 | May 14, 2026 |
| M Wealth Management, LLC | History | Added to | 6,152 | 614 | 0.52% | 0.38% | 444 | +1,485 | 31.82% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,019 | 612 | 0.01% | 0.01% | 445 | -2,615 | -30.29% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 6,123 | 611 | 0.24% | 0.15% | 446 | +2,082 | 51.52% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,080 | 607 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 6,229 | 606 | 0.49% | 0.52% | 448 | +369 | 6.3% | Q1 2026 | Mar 31, 2026 |
| Tranquility Partners, LLC | History | Added to | 6,030 | 602 | 0.23% | 0.2% | 449 | +110 | 1.86% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,968 | 595 | 0.0% | 0.0% | 450 | +2,034 | 51.7% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,952 | 594 | 0.0% | — | 452 | +5,952 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,956 | 594 | 0.0% | 0.0% | 451 | +1,339 | 29.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 5,703 | 569 | 0.02% | 0.03% | 453 | -700 | -10.93% | Q1 2026 | May 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 5,607 | 559 | 0.08% | 0.09% | 454 | -854 | -13.22% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5,595 | 558 | 0.0% | — | 455 | +5,595 | New | Q1 2026 | May 14, 2026 |
| Aureum Wealth Management, LLC | History | New | 5,519 | 551 | 0.38% | — | 456 | +5,519 | New | Q1 2026 | Apr 22, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 5,469 | 546 | 0.15% | 0.17% | 457 | -983 | -15.24% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,454 | 544 | 0.01% | — | 460 | +5,454 | New | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,454 | 544 | 0.0% | 0.0% | 458 | +2,687 | 97.11% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,447 | 544 | 0.01% | 0.0% | 459 | +1,821 | 50.22% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 5,219 | 521 | 0.06% | 0.05% | 461 | +547 | 11.71% | Q1 2026 | Apr 24, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 5,195 | 518 | 0.03% | — | 462 | +5,195 | New | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | No change | 5,120 | 511 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 5,067 | 505 | 0.32% | — | 464 | +5,067 | New | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,056 | 504 | 0.01% | 0.04% | 465 | -14,801 | -74.54% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,024 | 501 | 0.0% | 0.0% | 466 | +254 | 5.32% | Q1 2026 | May 08, 2026 |
| Cambridge Financial Group, LLC | History | No change | 5,018 | 501 | 0.17% | 0.11% | 467 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 4,884 | 487 | 0.04% | 0.04% | 468 | -333 | -6.38% | Q1 2026 | May 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 4,840 | 483 | 0.05% | 0.04% | 469 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 4,791 | 478 | 0.0% | 0.0% | 470 | +3,315 | 224.59% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 4,676 | 466 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Empirical Finance, LLC | History | Reduced | 4,651 | 464 | 0.02% | 0.03% | 472 | -1,992 | -29.99% | Q1 2026 | May 14, 2026 |
| Colonial River Investments, LLC | History | Added to | 4,589 | 458 | 0.16% | 0.15% | 473 | +56 | 1.24% | Q1 2026 | Apr 27, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,516 | 450 | 0.26% | 0.26% | 474 | -311 | -6.44% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,455 | 444 | 0.18% | 0.0% | 475 | +4,396 | 7450.85% | Q1 2026 | May 01, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 4,388 | 438 | 0.28% | 0.45% | 476 | -4,082 | -48.19% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 4,379 | 437 | 0.04% | 0.02% | 477 | +1,672 | 61.77% | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,342 | 433 | 0.0% | 0.0% | 478 | -2,219 | -33.82% | Q1 2026 | May 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 4,318 | 431 | 0.1% | — | 479 | +4,318 | New | Q1 2026 | Apr 24, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 4,296 | 428 | 0.15% | 0.15% | 480 | -280 | -6.12% | Q1 2026 | May 08, 2026 |
| Intelligent Financial Strategies | History | No change | 4,271 | 426 | 0.22% | 0.19% | 481 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 4,135 | 412 | 0.03% | 0.03% | 482 | +460 | 12.52% | Q1 2026 | Apr 23, 2026 |
| Destination Wealth Management | History | Added to | 4,078 | 407 | 0.01% | 0.01% | 483 | +677 | 19.91% | Q1 2026 | May 15, 2026 |
| Atlas Wealth LLC | History | Added to | 4,009 | 400 | 0.12% | 0.1% | 484 | +494 | 14.05% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 3,961 | 395 | 0.08% | 0.08% | 485 | +152 | 3.99% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | New | 3,953 | 394 | 0.0% | — | 486 | +3,953 | New | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,863 | 385 | 0.01% | 0.01% | 487 | +733 | 23.42% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,847 | 384 | 0.05% | 0.05% | 488 | +4 | 0.1% | Q1 2026 | May 12, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 3,823 | 381 | 0.18% | 0.14% | 489 | +825 | 27.52% | Q1 2026 | Apr 09, 2026 |
| Financial Symmetry Inc | History | No change | 3,555 | 377 | 0.13% | 0.14% | 490 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,727 | 375 | 0.0% | 0.0% | 491 | +2,718 | 269.38% | Q1 2026 | May 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,998 | 375 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 3,880 | 364 | 0.12% | 0.12% | 493 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Life Planning Partners, Inc | History | No change | 3,605 | 359 | 0.27% | 0.26% | 494 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,576 | 357 | 0.0% | 0.0% | 495 | -9 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | New | 3,524 | 351 | 0.03% | — | 496 | +3,524 | New | Q1 2026 | May 15, 2026 |
| Financial Architects, LLC | History | Added to | 3,510 | 350 | 0.18% | 0.14% | 497 | +750 | 27.17% | Q1 2026 | Apr 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 3,496 | 349 | 0.19% | — | 501 | +3,496 | New | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,499 | 349 | 0.0% | 0.0% | 498 | +3,417 | 4167.07% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,498 | 349 | 0.04% | 0.03% | 500 | +1,176 | 50.65% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,498 | 349 | 0.02% | 0.02% | 499 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,469 | 346 | 0.01% | 0.01% | 502 | +473 | 15.79% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,367 | 336 | 0.0% | 0.01% | 504 | -1,201 | -26.29% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,583 | 336 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GDS Wealth Management | History | New | 3,342 | 333 | 0.02% | — | 505 | +3,342 | New | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,332 | 332 | 0.01% | 0.01% | 506 | +99 | 3.06% | Q1 2026 | May 07, 2026 |
| Foundry Financial LLC | History | Added to | 3,312 | 330 | 0.14% | 0.15% | 508 | +372 | 12.65% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,307 | 330 | 0.0% | 0.0% | 507 | +305 | 10.16% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 3,278 | 327 | 0.11% | 0.11% | 509 | +67 | 2.09% | Q1 2026 | May 14, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 3,234 | 322 | 0.27% | 0.28% | 510 | -190 | -5.55% | Q1 2026 | Apr 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 3,092 | 308 | 0.27% | — | 513 | +3,092 | New | Q1 2026 | May 07, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 3,090 | 308 | 0.21% | 0.2% | 512 | -61 | -1.94% | Q1 2026 | Apr 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,089 | 308 | 0.01% | 0.01% | 511 | +24 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 3,067 | 306 | 0.06% | 0.07% | 514 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,063 | 305 | 0.06% | 0.05% | 515 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 3,042 | 303 | 0.0% | 0.02% | 516 | -14,568 | -82.73% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 3,202 | 300 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 3,195 | 300 | 0.23% | 0.23% | 518 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,055 | 295 | 0.01% | — | 519 | +3,055 | New | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,928 | 292 | 0.01% | 0.01% | 520 | +4 | 0.14% | Q1 2026 | May 07, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 2,873 | 286 | 0.16% | 0.18% | 521 | -170 | -5.59% | Q1 2026 | Apr 22, 2026 |
| Echo Wealth Management, LLC | History | New | 2,862 | 285 | 0.16% | — | 522 | +2,862 | New | Q1 2026 | Apr 21, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 2,751 | 281 | 0.27% | 0.25% | 524 | -2 | -0.07% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | No change | 2,817 | 281 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,810 | 280 | 0.05% | 0.05% | 525 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,761 | 275 | 0.12% | — | 526 | +2,761 | New | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 2,732 | 272 | 0.0% | — | 530 | +2,732 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,725 | 272 | 0.0% | — | 529 | +2,725 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,724 | 272 | 0.0% | 0.0% | 528 | +73 | 2.75% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,726 | 272 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,667 | 266 | 0.0% | 0.0% | 531 | +195 | 7.89% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 2,662 | 265 | 0.0% | 0.01% | 532 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 2,435 | 256 | 0.07% | — | 533 | +2,435 | New | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,724 | 255 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | New | 2,541 | 253 | 0.1% | — | 535 | +2,541 | New | Q1 2026 | May 04, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 2,518 | 251 | 0.05% | 0.05% | 536 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,473 | 246 | 0.01% | 0.01% | 537 | -298 | -10.75% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 2,428 | 242 | 0.01% | 0.01% | 538 | +154 | 6.77% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,430 | 242 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | New | 2,402 | 239 | 0.01% | — | 540 | +2,402 | New | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,374 | 237 | 0.01% | — | 541 | +2,374 | New | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,319 | 231 | 0.0% | 0.05% | 543 | -35,932 | -93.94% | Q1 2026 | May 11, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 2,320 | 231 | 0.1% | 0.1% | 544 | +43 | 1.89% | Q1 2026 | Apr 09, 2026 |
| Nova R Wealth, Inc. | History | Added to | 2,316 | 231 | 0.07% | 0.08% | 542 | +3 | 0.13% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,273 | 226 | 0.0% | — | 546 | +2,273 | New | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Management LLC | History | No change | 2,270 | 226 | 0.02% | 0.03% | 545 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | New | 2,052 | 225 | 0.02% | — | 547 | +2,052 | New | Q1 2026 | May 15, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 2,247 | 224 | 0.13% | 0.13% | 548 | -75 | -3.23% | Q1 2026 | Apr 21, 2026 |
| Index Technologies Group LLC | History | New | 2,201 | 219 | 0.24% | — | 549 | +2,201 | New | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,186 | 218 | 0.01% | 0.09% | 550 | -37,562 | -94.5% | Q1 2026 | May 15, 2026 |
| Trellis Wealth Advisors LLC | History | New | 2,184 | 218 | 0.08% | — | 552 | +2,184 | New | Q1 2026 | Apr 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,188 | 218 | 0.0% | 0.0% | 551 | -127 | -5.49% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 2,168 | 216 | 0.03% | 0.03% | 554 | -33 | -1.5% | Q1 2026 | May 11, 2026 |
| SRH ADVISORS, LLC | History | No change | 2,172 | 216 | 0.06% | 0.06% | 553 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,189 | 211 | 0.01% | 0.01% | 555 | -598 | -21.46% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,111 | 210 | 0.0% | — | 556 | +2,111 | New | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | New | 2,080 | 207 | 0.05% | — | 557 | +2,080 | New | Q1 2026 | Apr 08, 2026 |
| Heron Bay Capital Management | History | New | 2,078 | 207 | 0.02% | — | 558 | +2,078 | New | Q1 2026 | May 13, 2026 |
| Base Wealth Management LLC | History | New | 2,078 | 207 | 0.12% | — | 559 | +2,078 | New | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,063 | 206 | 0.01% | 0.01% | 560 | -1,638 | -44.26% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,005 | 200 | 0.01% | — | 561 | +2,005 | New | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,810 | 180 | 0.03% | 0.03% | 562 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,699 | 169 | 0.0% | 0.0% | 563 | +869 | 104.7% | Q1 2026 | May 06, 2026 |
| Western Pacific Wealth Management, LP | History | New | 1,650 | 164 | 0.17% | — | 565 | +1,650 | New | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Added to | 1,649 | 164 | 0.04% | 0.02% | 564 | +703 | 74.31% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,509 | 160 | 0.02% | 0.01% | 566 | +818 | 118.38% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | Reduced | 1,577 | 157 | 0.04% | 0.03% | 567 | -1 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,530 | 152 | 0.01% | 0.0% | 568 | +1,107 | 261.7% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,519 | 151 | 0.06% | 0.08% | 569 | -625 | -29.15% | Q1 2026 | Apr 23, 2026 |
| Trust Co | History | No change | 1,280 | 127 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,207 | 120 | 0.06% | 0.01% | 572 | +1,009 | 509.6% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,204 | 120 | 0.0% | 0.0% | 571 | +100 | 9.06% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,131 | 112 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,081 | 107 | 0.0% | 0.0% | 574 | -122 | -10.14% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 980 | 98 | 0.01% | 0.01% | 575 | -51 | -4.95% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 981 | 97 | 0.0% | — | 576 | +981 | New | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 980 | 97 | 0.01% | — | 577 | +980 | New | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 932 | 93 | 0.0% | — | 579 | +932 | New | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 932 | 93 | 0.01% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 907 | 90 | 0.01% | — | 581 | +907 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 904 | 90 | 0.0% | 0.0% | 580 | +764 | 545.71% | Q1 2026 | Apr 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 856 | 85 | 0.04% | 0.04% | 582 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NorthAvenue LLC | History | No change | 830 | 82 | 0.07% | 0.06% | 583 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Longview Financial Advisors, Inc. | History | New | 804 | 80 | 0.05% | — | 584 | +804 | New | Q1 2026 | Apr 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 781 | 77 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 702 | 70 | 0.0% | 0.0% | 586 | -458 | -39.48% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Reduced | 605 | 60 | 0.03% | 0.03% | 587 | -27 | -4.27% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 580 | 57 | 0.04% | 0.04% | 588 | +1 | 0.17% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | New | 540 | 53 | 0.0% | — | 589 | +540 | New | Q1 2026 | May 19, 2026 |
| Glassman Wealth Services | History | No change | 521 | 52 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALERUS FINANCIAL NA | History | No change | 520 | 51 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 484 | 48 | 0.03% | 0.02% | 592 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | New | 463 | 46 | 0.0% | — | 594 | +463 | New | Q1 2026 | May 07, 2026 |
| RHL GROUP, LLC | History | Added to | 468 | 46 | 0.04% | 0.03% | 593 | +57 | 13.87% | Q1 2026 | May 13, 2026 |
| Monetary Solutions, Ltd | History | No change | 460 | 45 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Added to | 436 | 44 | 0.0% | 0.0% | 596 | +230 | 111.65% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 450 | 44 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JDM Financial Group LLC | History | No change | 431 | 43 | 0.02% | 0.02% | 598 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 429 | 42 | 0.0% | — | 600 | +429 | New | Q1 2026 | Apr 27, 2026 |
| ROGCO, LP | History | No change | 422 | 42 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 417 | 41 | 0.0% | 0.0% | 601 | -89 | -17.59% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 397 | 39 | 0.0% | — | 602 | +397 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 382 | 38 | 0.01% | 0.01% | 603 | +2 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 371 | 37 | 0.0% | 0.0% | 604 | -69 | -15.68% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 360 | 35 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 348 | 34 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 332 | 33 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Corsicana & Co. | History | No change | 462 | 32 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SWAN Capital LLC | History | New | 309 | 30 | 0.01% | — | 609 | +309 | New | Q1 2026 | May 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 300 | 29 | 0.01% | 0.02% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 281 | 28 | 0.01% | 0.05% | 611 | -1,046 | -78.82% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 281 | 28 | 0.01% | 0.01% | 612 | +51 | 22.17% | Q1 2026 | May 13, 2026 |
| Vestwell Advisors, LLC | History | New | 277 | 27 | 0.01% | — | 613 | +277 | New | Q1 2026 | May 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 266 | 26 | 0.0% | — | 615 | +266 | New | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 260 | 26 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 235 | 23 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 250 | 23 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BESSEMER GROUP INC | History | Reduced | 221 | 22 | 0.0% | 0.0% | 618 | -498 | -69.26% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 224 | 22 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Creative Capital Management Investments LLC | History | No change | 210 | 20 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 187 | 18 | 0.0% | — | 622 | +187 | New | Q1 2026 | Apr 29, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 187 | 18 | 0.0% | — | 625 | +187 | New | Q1 2026 | May 13, 2026 |
| Piscataqua Savings Bank | History | New | 186 | 18 | 0.01% | — | 624 | +186 | New | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | New | 184 | 18 | 0.0% | — | 623 | +184 | New | Q1 2026 | Apr 17, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 181 | 18 | 0.02% | 0.01% | 621 | +79 | 77.45% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 174 | 17 | 0.0% | 0.0% | 626 | +26 | 17.57% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 148 | 15 | 0.0% | 0.0% | 628 | -475 | -76.24% | Q1 2026 | Apr 28, 2026 |
| Hurley Capital, LLC | History | New | 159 | 15 | 0.01% | — | 629 | +159 | New | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 154 | 15 | 0.0% | — | 630 | +154 | New | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 152 | 15 | 0.0% | 0.0% | 627 | +26 | 20.63% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 150 | 14 | 0.0% | 0.0% | 631 | +116 | 341.18% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 133 | 13 | 0.0% | — | 632 | +133 | New | Q1 2026 | Apr 30, 2026 |
| Coston, McIsaac & Partners | History | New | 132 | 13 | 0.0% | — | 633 | +132 | New | Q1 2026 | Apr 22, 2026 |
| Team Financial Group, LLC | History | No change | 125 | 12 | 0.01% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 111 | 11 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 108 | 10 | 0.0% | — | 636 | +108 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | New | 103 | 10 | 0.0% | — | 637 | +103 | New | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 89 | 8 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | New | 72 | 7 | 0.0% | — | 643 | +72 | New | Q1 2026 | May 08, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 75 | 7 | 0.0% | 0.01% | 642 | -70 | -48.28% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 75 | 7 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | New | 66 | 6 | 0.01% | — | 644 | +66 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | No change | 53 | 5 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clark Wealth Partners | History | New | 41 | 4 | 0.0% | — | 648 | +41 | New | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | No change | 44 | 4 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stephens Consulting, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 31 | 3 | 0.0% | — | 650 | +31 | New | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 23 | 2 | 0.0% | — | 655 | +23 | New | Q1 2026 | Apr 13, 2026 |
| S&T BANK/PA | History | No change | 28 | 2 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | New | 16 | 1 | 0.0% | — | 658 | +16 | New | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | New | 14 | 1 | 0.0% | — | 659 | +14 | New | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 13 | 1 | 0.0% | — | 657 | +13 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -402,737 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,521 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Verdad Advisers, LP | History | Closed out | 0 | 0 | — | 1.5% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.03% | — | -8,320 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,544 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 10 | 0 | — | 0.0% | — | -3,923 | -99.75% | Q1 2026 | May 11, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,921 | -100.0% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,778 | -100.0% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,446 | -100.0% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -822 | -100.0% | Q1 2026 | May 19, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -805 | -100.0% | Q1 2026 | Apr 07, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -366 | -100.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -153 | -100.0% | Q1 2026 | May 04, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |