SPDR SERIES TRUST - BIL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 30,458,772 | 2,791,242 | 0.17% | 0.13% | 1 | +6,642,801 | 27.89% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,872,546 | 1,729,480 | 0.13% | 0.11% | 2 | +2,438,044 | 14.83% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 16,776,336 | 1,537,383 | 0.41% | 0.33% | 3 | +3,601,119 | 27.33% | Q1 2026 | May 06, 2026 |
| Howard Capital Management Inc. | History | Added to | 12,760,579 | 1,169,379 | 19.13% | 0.83% | 4 | +12,057,490 | 1714.93% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 8,301,101 | 760,712 | 0.11% | 0.12% | 5 | +103,788 | 1.27% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,195,302 | 751,017 | 0.14% | 0.12% | 6 | +1,210,160 | 17.32% | Q1 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,064,081 | 738,993 | 0.13% | 0.12% | 7 | -104,054 | -1.27% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 7,790,161 | 713,890 | 34.51% | 11.61% | 8 | +5,342,129 | 218.22% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,296,191 | 668,622 | 0.18% | 0.08% | 9 | +4,235,117 | 138.35% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 5,707,321 | 523,018 | 1.07% | 0.27% | 10 | +4,246,874 | 290.79% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,379,913 | 493,015 | 0.15% | 0.12% | 11 | +1,193,671 | 28.51% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,994,283 | 457,676 | 0.21% | 0.22% | 12 | +377,209 | 8.17% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,797,901 | 439,679 | 0.4% | 0.38% | 13 | +134,454 | 2.88% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,777,199 | 437,782 | 2.03% | 1.1% | 14 | +766,731 | 19.12% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,348,951 | 398,537 | 0.42% | 0.29% | 15 | +1,487,570 | 51.99% | Q1 2026 | May 13, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 4,263 | 390,629 | 7.46% | 8.84% | 16 | -55,346 | -92.85% | Q1 2026 | Apr 20, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 3,982,248 | 364,933 | 2.01% | 2.84% | 17 | -826,097 | -17.18% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,886,561 | 356,164 | 0.62% | 0.69% | 18 | -55,844 | -1.42% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 3,564,358 | 325,063 | 2.28% | 1.75% | 19 | +823,025 | 30.02% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 3,507,818 | 321,456 | 2.34% | 0.1% | 20 | +3,370,946 | 2462.85% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,937,116 | 269,162 | 0.06% | 0.03% | 21 | +1,468,909 | 100.05% | Q1 2026 | Jul 17, 2026 |
| Capital International Investors | History | Reduced | 2,911,066 | 266,770 | 0.06% | 0.05% | 22 | -279,360 | -8.76% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,648,917 | 242,747 | 0.63% | 0.41% | 23 | +953,193 | 56.21% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 2,630,828 | 241,089 | 0.63% | 0.61% | 24 | +159,750 | 6.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,398,278 | 219,812 | 0.32% | 0.3% | 25 | +164,926 | 7.38% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,293,052 | 210,135 | 2.4% | 2.59% | 26 | -12,579 | -0.55% | Q1 2026 | Apr 23, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,206,436 | 202,197 | 30.36% | — | 27 | +2,206,436 | New | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 2,106,472 | 191,920 | 2.15% | 0.08% | 28 | +2,037,332 | 2946.68% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 2,042,049 | 187,133 | 0.84% | 0.57% | 29 | +613,914 | 42.99% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 1,995,891 | 182,903 | 2.51% | 2.06% | 30 | +425,648 | 27.11% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,917,892 | 175,755 | 4.16% | 4.45% | 31 | -79,547 | -3.98% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,746,817 | 160,078 | 1.2% | 1.08% | 32 | +192,079 | 12.35% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,697,549 | 155,563 | 1.69% | 0.22% | 33 | +1,484,628 | 697.27% | Q1 2026 | Apr 20, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,592,652 | 145,952 | 4.23% | — | 34 | +1,592,648 | 39816200.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,507,147 | 138,115 | 0.24% | 0.25% | 35 | -33,557 | -2.18% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,449,055 | 132,430 | 0.85% | 0.22% | 36 | +1,089,312 | 302.8% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,410,921 | 129,296 | 0.09% | 0.09% | 37 | +15,883 | 1.14% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,363,410 | 124,942 | 0.21% | 0.11% | 38 | +651,127 | 91.41% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 1,318,642 | 120,840 | 9.14% | 8.04% | 39 | +220,599 | 20.09% | Q1 2026 | Apr 28, 2026 |
| Dakota Wealth Management | History | Added to | 1,296,094 | 118,774 | 2.57% | 1.99% | 40 | +71,635 | 5.85% | Q1 2026 | May 07, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 1,270,023 | 116,384 | 3.09% | 2.84% | 41 | -142,979 | -10.12% | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 1,256,313 | 115,128 | 9.9% | 6.45% | 42 | +265,522 | 26.8% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 1,256,192 | 115,117 | 1.29% | 0.19% | 43 | +1,074,082 | 589.8% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,183,912 | 108,493 | 0.07% | 0.06% | 44 | +127,474 | 12.07% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 1,179,437 | 108,083 | 0.13% | 0.1% | 45 | +301,197 | 34.3% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,138,500 | 104,332 | 0.14% | 0.11% | 46 | +231,055 | 25.46% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,083,618 | 99,302 | 1.23% | 1.09% | 47 | +171,116 | 18.75% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | Added to | 1,044,993 | 95,763 | 10.17% | 5.48% | 48 | +468,505 | 81.27% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 1,016,257 | 93,129 | 2.14% | 0.13% | 49 | +952,234 | 1487.33% | Q1 2026 | May 11, 2026 |
| Permanens Capital L.P. | History | Added to | 987,782 | 90,520 | 11.66% | 7.91% | 50 | +323,670 | 48.74% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 944,219 | 86,528 | 0.08% | 0.03% | 51 | +564,490 | 148.66% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 935,238 | 85,705 | 0.0% | 0.0% | 52 | -651,978 | -41.08% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 886,723 | 81,259 | 0.38% | 0.37% | 53 | +36,122 | 4.25% | Q1 2026 | Apr 24, 2026 |
| SPROTT INC. | History | Added to | 878,051 | 80,464 | 2.34% | 2.56% | 54 | +47,102 | 5.67% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 846,918 | 77,611 | 0.11% | 0.1% | 55 | +108,571 | 14.7% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 833,469 | 76,379 | 2.45% | 1.19% | 56 | +83,230 | 11.09% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 830,484 | 76,105 | 1.32% | 0.05% | 57 | +799,191 | 2553.9% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 725,320 | 66,468 | 0.76% | 0.41% | 58 | +332,437 | 84.61% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 696,077 | 63,788 | 1.16% | 1.08% | 59 | +38,417 | 5.84% | Q1 2026 | Apr 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 691,000 | 63,323 | 0.18% | 0.12% | 60 | +203,000 | 41.6% | Q1 2026 | Aug 12, 2026 |
| Convergence Financial, LLC | History | Added to | 673,338 | 61,703 | 6.54% | 4.66% | 61 | +324,108 | 92.81% | Q1 2026 | May 11, 2026 |
| Valence8 US LP | History | Reduced | 658,302 | 60,326 | 21.09% | 22.59% | 62 | -176,149 | -21.11% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 648,714 | 59,448 | 1.83% | 0.01% | 63 | +646,518 | 29440.71% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 644,277 | 59,041 | 0.08% | 0.09% | 64 | -119,491 | -15.64% | Q1 2026 | Apr 27, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Added to | 640,038 | 58,653 | 30.09% | 10.5% | 65 | +403,427 | 170.5% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 633,113 | 57,967 | 2.22% | 2.0% | 66 | +89,565 | 16.48% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 614,478 | 56,310 | 0.09% | 0.1% | 67 | -68,836 | -10.07% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 609,138 | 55,821 | 4.07% | 4.59% | 68 | -100,629 | -14.18% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 600,614 | 55,040 | 0.17% | 0.47% | 69 | -802,364 | -57.19% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 587,776 | 53,863 | 3.13% | 3.07% | 70 | +19,524 | 3.44% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 586,118 | 53,712 | 0.13% | 0.04% | 71 | +397,418 | 210.61% | Q1 2026 | Apr 22, 2026 |
| Acorns Advisers, LLC | History | Added to | 585,347 | 53,641 | 0.4% | 0.39% | 72 | +22,387 | 3.98% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 577,062 | 52,881 | 0.54% | 0.01% | 73 | +565,791 | 5019.88% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 576,184 | 52,801 | 0.06% | 0.05% | 74 | +85,677 | 17.47% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 569,175 | 52,159 | 2.74% | 1.21% | 75 | +269,448 | 89.9% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 568,897 | 52,133 | 0.07% | 0.01% | 76 | +460,310 | 423.91% | Q1 2026 | May 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 561,347 | 51,441 | 29.16% | 8.56% | 77 | +408,873 | 268.16% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 559,760 | 51,296 | 0.35% | 0.24% | 78 | +37,377 | 7.16% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 550,043 | 50,405 | 0.14% | 0.17% | 79 | -224,506 | -28.99% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 537,421 | 49,249 | 6.67% | 4.4% | 80 | +179,723 | 50.24% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 536,020 | 49,120 | 0.6% | 0.6% | 81 | +75,293 | 16.34% | Q1 2026 | Apr 23, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 535,375 | 48,954 | 8.98% | 4.89% | 82 | +218,606 | 69.01% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 529,954 | 48,564 | 14.36% | 14.25% | 83 | +11,881 | 2.29% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 529,388 | 48,493 | 4.33% | 4.29% | 84 | -1,730 | -0.33% | Q1 2026 | May 11, 2026 |
| Randolph Co Inc | History | Reduced | 527,354 | 48,326 | 4.62% | 8.47% | 85 | -439,762 | -45.47% | Q1 2026 | Apr 24, 2026 |
| Northstar Group, Inc. | History | Reduced | 525,029 | 48,113 | 6.8% | 6.66% | 86 | -9,786 | -1.83% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 517,551 | 47,428 | 0.35% | 0.24% | 87 | +194,824 | 60.37% | Q1 2026 | Apr 15, 2026 |
| Capital Research Global Investors | History | Added to | 516,253 | 47,309 | 0.01% | 0.0% | 88 | +466,868 | 945.36% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 516,013 | 47,287 | 4.71% | 9.0% | 89 | -543,695 | -51.31% | Q1 2026 | May 07, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 506,719 | 46,435 | 14.49% | 2.16% | 90 | +435,645 | 612.95% | Q1 2026 | Apr 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 505,482 | 46,322 | 4.66% | 4.27% | 91 | +43,144 | 9.33% | Q1 2026 | Apr 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 499,382 | 45,763 | 11.12% | 9.79% | 92 | +79,770 | 19.01% | Q1 2026 | Apr 30, 2026 |
| Proficio Capital Partners LLC | History | New | 496,430 | 45,492 | 2.43% | — | 93 | +496,430 | New | Q1 2026 | May 14, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | New | 495,333 | 45,392 | 5.14% | — | 94 | +495,333 | New | Q1 2026 | May 13, 2026 |
| McGuire Investment Group, LLC | History | Added to | 489,496 | 44,857 | 5.07% | 4.26% | 95 | +53,244 | 12.2% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 479,367 | 43,929 | 1.34% | 1.87% | 96 | -78,298 | -14.04% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 478,151 | 43,817 | 0.01% | 0.0% | 97 | +96,389 | 25.25% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 472,232 | 43,270 | 0.02% | 0.01% | 98 | +291,094 | 160.7% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Added to | 470,068 | 43,077 | 4.11% | 3.67% | 99 | +32,643 | 7.46% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 469,315 | 43,007 | 19.36% | 19.04% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 461,216 | 42,265 | 0.15% | 0.13% | 101 | +79,464 | 20.82% | Q1 2026 | Jun 02, 2026 |
| Encompass More Asset Management | History | Added to | 458,344 | 42,002 | 7.04% | 0.49% | 102 | +429,380 | 1482.46% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 454,804 | 41,678 | 4.25% | 0.26% | 103 | +427,776 | 1582.71% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 453,084 | 41,520 | 0.64% | 0.62% | 104 | +24,290 | 5.66% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Reduced | 450,459 | 41,341 | 0.2% | 0.22% | 105 | -16,461 | -3.53% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 450,931 | 41,323 | 0.25% | 0.22% | 106 | +58,200 | 14.82% | Q1 2026 | May 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 450,415 | 41,276 | 5.79% | 6.02% | 107 | -20,465 | -4.35% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 445,361 | 40,812 | 0.18% | 0.11% | 108 | +159,886 | 56.01% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 445,322 | 40,809 | 1.81% | 1.36% | 109 | +124,849 | 38.96% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 441,151 | 40,427 | 8.89% | 11.84% | 110 | -133,863 | -23.28% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 429,662 | 39,374 | 0.2% | 0.26% | 111 | -88,359 | -17.06% | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 422,689 | 38,625 | 10.53% | 10.53% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 412,336 | 37,786 | 0.5% | 0.56% | 113 | -23,099 | -5.3% | Q1 2026 | May 15, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 409,762 | 37,550 | 6.14% | 6.2% | 114 | -1,701 | -0.41% | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 405,871 | 37,124 | 23.64% | 13.06% | 115 | +132,188 | 48.3% | Q1 2026 | May 12, 2026 |
| Park Edge Advisors, LLC | History | Added to | 404,961 | 37,110 | 8.55% | 1.57% | 116 | +328,867 | 432.19% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Added to | 404,120 | 37,033 | 1.02% | 0.98% | 117 | +49,484 | 13.95% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 403,001 | 36,930 | 0.18% | 0.25% | 118 | -117,939 | -22.64% | Q1 2026 | May 14, 2026 |
| Sicart Associates LLC | History | Reduced | 401,682 | 36,810 | 9.46% | 10.66% | 119 | -38,000 | -8.64% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 401,003 | 36,748 | 0.07% | 0.06% | 120 | +48,993 | 13.92% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 399,085 | 36,572 | 0.02% | 0.01% | 121 | +146,693 | 58.12% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 396,426 | 36,330 | 2.51% | 2.31% | 122 | +104,357 | 35.73% | Q1 2026 | May 18, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 392,402 | 35,959 | 0.15% | 0.15% | 123 | -4,272 | -1.08% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 391,859 | 35,909 | 1.22% | 1.52% | 124 | -70,170 | -15.19% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 390,565 | 35,791 | 0.31% | 0.04% | 125 | +332,027 | 567.2% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 389,030 | 35,650 | 0.23% | 0.16% | 126 | +104,596 | 36.77% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 387,442 | 35,505 | 0.04% | 0.07% | 127 | -294,726 | -43.2% | Q1 2026 | May 05, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 387,247 | 35,487 | 18.72% | 15.38% | 128 | +72,922 | 23.2% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 391,273 | 35,271 | 1.84% | 1.94% | 129 | -15,444 | -3.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 378,993 | 34,730 | 0.64% | 0.67% | 130 | -12,028 | -3.08% | Q1 2026 | Apr 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 377,626 | 34,605 | 5.72% | 4.3% | 131 | +98,189 | 35.14% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 376,972 | 34,545 | 6.54% | 5.59% | 132 | +54,413 | 16.87% | Q1 2026 | Apr 09, 2026 |
| Cypress Capital, LLC | History | Reduced | 375,265 | 34,389 | 9.78% | 10.14% | 133 | -21,197 | -5.35% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 372,188 | 34,032 | 3.7% | 0.74% | 134 | +317,949 | 586.2% | Q1 2026 | Apr 10, 2026 |
| North Capital, Inc. | History | Added to | 370,284 | 33,932 | 28.74% | 28.02% | 135 | +14,501 | 4.08% | Q1 2026 | Apr 30, 2026 |
| Bell Bank | History | Reduced | 368,729 | 33,790 | 1.43% | 1.72% | 136 | -72,757 | -16.48% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 366,152 | 33,554 | 0.94% | 0.87% | 137 | +26,108 | 7.68% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | New | 361,946 | 33,168 | 12.21% | — | 138 | +361,946 | New | Q1 2026 | Apr 28, 2026 |
| Donoghue Forlines LLC | History | New | 343,455 | 31,474 | 8.71% | — | 139 | +343,455 | New | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 340,477 | 31,201 | 1.74% | 1.23% | 140 | +107,988 | 46.45% | Q1 2026 | May 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 338,303 | 31,002 | 1.64% | 1.63% | 141 | -585 | -0.17% | Q1 2026 | Apr 17, 2026 |
| Carrera Capital Advisors | History | Added to | 338,084 | 30,982 | 4.77% | 4.84% | 142 | +23,381 | 7.43% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 338,060 | 30,979 | 0.66% | 0.74% | 143 | -42,293 | -11.12% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 337,232 | 30,903 | 0.01% | 0.04% | 144 | -948,983 | -73.78% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 331,752 | 30,401 | 0.71% | 0.48% | 145 | +113,839 | 52.24% | Q1 2026 | May 15, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 327,761 | 30,036 | 14.68% | 13.7% | 146 | +10,564 | 3.33% | Q1 2026 | Apr 14, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 325,702 | 29,847 | 6.58% | 6.73% | 147 | -5,000 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 314,591 | 28,829 | 0.05% | 0.05% | 148 | +35,246 | 12.62% | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 311,857 | 28,578 | 9.08% | 8.36% | 149 | +64,500 | 26.08% | Q1 2026 | Apr 24, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 311,169 | 28,515 | 12.14% | 5.55% | 150 | +162,433 | 109.21% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 304,972 | 27,948 | 0.22% | — | 151 | +304,972 | New | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 303,556 | 27,817 | 0.22% | 0.27% | 152 | +57,534 | 23.39% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 346,298 | 27,739 | 0.06% | 0.04% | 153 | +7,693 | 2.27% | Q1 2026 | Apr 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 302,098 | 27,684 | 0.64% | 0.91% | 154 | +94,932 | 45.82% | Q1 2026 | Apr 27, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 300,155 | 27,506 | 12.51% | 15.21% | 155 | -74,562 | -19.9% | Q1 2026 | May 18, 2026 |
| Marshall Financial Group, LLC | History | New | 299,703 | 27,464 | 4.4% | — | 156 | +299,703 | New | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 297,268 | 27,241 | 0.0% | 0.0% | 157 | +186,629 | 168.68% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 296,111 | 27,135 | 0.3% | 0.25% | 158 | +93,089 | 45.85% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Reduced | 288,484 | 26,436 | 8.32% | 8.69% | 159 | -10,586 | -3.54% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Added to | 288,427 | 26,431 | 8.81% | 0.16% | 160 | +282,970 | 5185.45% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 287,427 | 26,339 | 5.7% | 3.77% | 161 | +96,689 | 50.69% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 285,729 | 26,186 | 0.05% | 0.0% | 162 | +272,835 | 2115.98% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 285,733 | 26,184 | 3.17% | 2.59% | 163 | +33,271 | 13.18% | Q1 2026 | May 14, 2026 |
| Constant Guidance Financial LLC | History | New | 282,594 | 25,896 | 17.91% | — | 164 | +282,594 | New | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 281,563 | 25,802 | 1.77% | 1.37% | 165 | +54,547 | 24.03% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 278,818 | 25,551 | 1.21% | 1.46% | 166 | -70,149 | -20.1% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 277,323 | 25,414 | 0.04% | 0.05% | 167 | -118,039 | -29.86% | Q1 2026 | May 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 271,386 | 24,869 | 10.91% | 9.43% | 168 | +47,439 | 21.18% | Q1 2026 | Apr 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 270,947 | 24,829 | 5.45% | 3.54% | 169 | +109,835 | 68.17% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 264,568 | 24,245 | 0.33% | 0.35% | 170 | -25 | -0.01% | Q1 2026 | May 12, 2026 |
| Vigilare Wealth Management | History | Added to | 263,761 | 24,171 | 8.17% | 0.35% | 171 | +252,226 | 2186.61% | Q1 2026 | Apr 01, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Reduced | 262,612 | 24,065 | 0.08% | 0.25% | 172 | -618,365 | -70.19% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 261,898 | 24,000 | 5.46% | 5.32% | 173 | +3,205 | 1.24% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 258,136 | 23,655 | 0.33% | 0.26% | 174 | +42,681 | 19.81% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 257,679 | 23,613 | 0.9% | 0.92% | 175 | -18,352 | -6.65% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 256,824 | 23,473 | 0.22% | 0.4% | 176 | -151,077 | -37.04% | Q1 2026 | Apr 07, 2026 |
| Night Owl Capital Management, LLC | History | Added to | 255,441 | 23,408 | 2.73% | 2.28% | 177 | +28,233 | 12.43% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 255,349 | 23,384 | 0.03% | 0.02% | 178 | -4,006,333 | -94.01% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 253,667 | 23,246 | 2.38% | 2.19% | 179 | +2,373 | 0.94% | Q1 2026 | Apr 21, 2026 |
| USA FINANCIAL FORMULAS | History | New | 253,563 | 23,236 | 4.38% | — | 180 | +253,563 | New | Q1 2026 | Apr 14, 2026 |
| Banco Santander, S.A. | History | Added to | 253,206 | 23,203 | 0.19% | 0.16% | 181 | +16,268 | 6.87% | Q1 2026 | May 08, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 251,904 | 23,084 | 5.72% | 6.37% | 182 | +276 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 251,146 | 23,015 | 0.84% | 0.69% | 183 | +41,567 | 19.83% | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | Added to | 250,111 | 22,920 | 13.75% | 4.33% | 184 | +177,689 | 245.35% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 249,666 | 22,879 | 2.28% | 2.39% | 185 | -13,491 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Ramiah Investment Group | History | Added to | 249,660 | 22,878 | 23.0% | 1.31% | 186 | +235,056 | 1609.53% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Added to | 249,712 | 22,866 | 2.53% | 2.15% | 187 | +78,265 | 45.65% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 249,357 | 22,806 | 1.29% | 0.84% | 188 | +92,745 | 59.22% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 247,564 | 22,686 | 0.53% | 0.22% | 189 | +151,063 | 156.54% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 246,875 | 22,623 | 0.13% | 0.08% | 190 | +4,006 | 1.65% | Q1 2026 | Apr 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 246,102 | 22,552 | 2.38% | 2.7% | 191 | -46,247 | -15.82% | Q1 2026 | Apr 09, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 244,901 | 22,442 | 5.12% | 4.98% | 192 | -1,441 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 243,547 | 22,318 | 18.13% | 18.37% | 193 | +4,205 | 1.76% | Q1 2026 | May 04, 2026 |
| Inscription Capital, LLC | History | Reduced | 243,507 | 22,314 | 2.35% | 3.62% | 194 | -141,941 | -36.82% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 241,853 | 22,163 | 0.05% | 0.04% | 195 | +46,018 | 23.5% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 240,725 | 22,060 | 9.24% | 0.01% | 196 | +240,303 | 56943.84% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 238,998 | 21,901 | 0.85% | 1.16% | 197 | +125,071 | 109.78% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 232,609 | 21,316 | 0.12% | 0.14% | 198 | -56,039 | -19.41% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 230,965 | 21,165 | 0.23% | — | 199 | +230,965 | New | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 226,471 | 20,753 | 3.02% | 2.92% | 200 | +13,719 | 6.45% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Reduced | 225,278 | 20,610 | 1.99% | 3.29% | 201 | -94,370 | -29.52% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 224,326 | 20,557 | 0.33% | 0.36% | 202 | -12,165 | -5.14% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 216,658 | 19,854 | 0.23% | 0.14% | 203 | +78,527 | 56.85% | Q1 2026 | Apr 28, 2026 |
| Ebert Capital Management Inc. | History | Reduced | 216,242 | 19,816 | 20.24% | 20.55% | 204 | -15,627 | -6.74% | Q1 2026 | Apr 10, 2026 |
| Saratoga Research & Investment Management | History | Reduced | 215,077 | 19,709 | 1.12% | 1.08% | 205 | -10,104 | -4.49% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 213,105 | 19,473 | 0.35% | 0.35% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 212,357 | 19,460 | 0.66% | 0.27% | 207 | +53,125 | 33.36% | Q1 2026 | Apr 23, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | Added to | 212,115 | 19,438 | 0.26% | 0.21% | 208 | +44,222 | 26.34% | Q1 2026 | May 01, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 211,062 | 19,341 | 2.53% | 2.19% | 209 | +48,814 | 30.09% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | Added to | 210,094 | 19,253 | 3.78% | 3.29% | 210 | +26,142 | 14.21% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 209,472 | 19,196 | 1.6% | 1.5% | 211 | +10,732 | 5.4% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 207,860 | 19,048 | 0.01% | 0.01% | 212 | -8,100 | -3.75% | Q1 2026 | Apr 30, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 206,840 | 18,954 | 2.27% | 1.78% | 213 | +45,578 | 28.26% | Q1 2026 | May 07, 2026 |
| Strategic Advisors LLC | History | Added to | 205,421 | 18,824 | 3.13% | 2.91% | 214 | +2,032 | 1.0% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | New | 204,519 | 18,723 | 0.28% | — | 215 | +204,519 | New | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 204,124 | 18,705 | 0.15% | 0.12% | 216 | +14,580 | 7.69% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 203,914 | 18,686 | 1.8% | 1.54% | 217 | +31,601 | 18.34% | Q1 2026 | Apr 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 203,146 | 18,616 | 2.76% | — | 218 | +203,146 | New | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Reduced | 195,875 | 17,950 | 1.12% | 1.13% | 219 | -5,334 | -2.65% | Q1 2026 | May 08, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 195,446 | 17,910 | 4.02% | 3.17% | 220 | +34,031 | 21.08% | Q1 2026 | May 13, 2026 |
| Hofer & Associates. Inc | History | Reduced | 194,153 | 17,792 | 9.56% | 9.43% | 221 | -555 | -0.29% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190,208 | 17,430 | 0.01% | 0.0% | 222 | +174,509 | 1111.59% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 190,103 | 17,420 | 0.98% | 1.14% | 223 | -43,400 | -18.59% | Q1 2026 | May 08, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 189,625 | 17,327 | 8.56% | 8.75% | 224 | +1,882 | 1.0% | Q1 2026 | Apr 20, 2026 |
| J2 Capital Management Inc | History | Added to | 188,322 | 17,257 | 11.83% | 9.52% | 225 | +45,481 | 31.84% | Q1 2026 | Apr 21, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 186,884 | 17,126 | 2.12% | 13.64% | 226 | -976,912 | -83.94% | Q1 2026 | Apr 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 186,296 | 17,072 | 10.87% | 2.68% | 227 | +142,941 | 329.7% | Q1 2026 | Apr 27, 2026 |
| AA Financial Advisors, LLC | History | New | 185,228 | 16,974 | 2.39% | — | 228 | +185,228 | New | Q1 2026 | Apr 20, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 183,834 | 16,846 | 8.55% | 3.5% | 229 | +118,603 | 181.82% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 181,849 | 16,664 | 0.12% | 0.19% | 230 | -92,706 | -33.77% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 181,746 | 16,654 | 0.3% | 0.31% | 231 | +7,753 | 4.46% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 181,226 | 16,607 | 0.03% | 0.0% | 232 | +179,954 | 14147.33% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | New | 179,944 | 16,490 | 0.0% | — | 233 | +179,944 | New | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 179,186 | 16,420 | 2.5% | 2.68% | 234 | -11,416 | -5.99% | Q1 2026 | May 07, 2026 |
| Montis Financial, LLC | History | Added to | 178,976 | 16,401 | 3.39% | 3.06% | 235 | +9,676 | 5.72% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 178,162 | 16,326 | 0.05% | 0.01% | 236 | +129,947 | 269.52% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 177,081 | 16,227 | 0.68% | — | 237 | +177,081 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 174,699 | 16,009 | 0.08% | 0.07% | 238 | +58,690 | 50.59% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 172,467 | 15,759 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 171,742 | 15,738 | 0.58% | 0.12% | 240 | +137,678 | 404.17% | Q1 2026 | May 14, 2026 |
| Samara Investment Management, LLC | History | New | 169,423 | 15,525 | 16.09% | — | 241 | +169,423 | New | Q1 2026 | May 07, 2026 |
| Hardman Johnston Global Advisors LLC | History | New | 168,020 | 15,397 | 0.73% | — | 242 | +168,020 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 167,261 | 15,328 | 0.09% | 0.15% | 243 | -111,796 | -40.06% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 166,107 | 15,222 | 5.5% | 5.88% | 244 | -8,829 | -5.05% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 163,139 | 14,950 | 1.02% | 0.73% | 245 | +43,670 | 36.55% | Q1 2026 | May 21, 2026 |
| Tidal Investments LLC | History | Added to | 161,845 | 14,814 | 0.03% | 0.0% | 246 | +140,631 | 662.92% | Q1 2026 | May 15, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 161,200 | 14,772 | 5.98% | 5.65% | 247 | +2,112 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 161,168 | 14,769 | 2.48% | 2.55% | 248 | -1,740 | -1.07% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 161,212 | 14,752 | 0.89% | 0.96% | 249 | +1,215 | 0.76% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 159,470 | 14,613 | 0.06% | 0.12% | 250 | -153,051 | -48.97% | Q1 2026 | May 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 159,302 | 14,598 | 5.42% | 1.4% | 251 | +117,011 | 276.68% | Q1 2026 | Apr 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 156,568 | 14,347 | 0.12% | 0.14% | 252 | -41,047 | -20.77% | Q1 2026 | May 14, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 156,518 | 14,343 | 6.35% | 6.21% | 253 | +3,442 | 2.25% | Q1 2026 | May 01, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 155,958 | 14,291 | 7.07% | 7.76% | 255 | -9,150 | -5.54% | Q1 2026 | Apr 16, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 155,952 | 14,291 | 2.97% | 3.04% | 254 | -1,785 | -1.13% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 155,169 | 14,219 | 0.08% | 0.05% | 256 | +67,067 | 76.12% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 152,771 | 13,999 | 0.54% | 0.35% | 257 | +51,491 | 50.84% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 151,694 | 13,901 | 1.05% | 1.54% | 258 | -72,642 | -32.38% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 151,059 | 13,843 | 11.31% | 3.92% | 259 | +80,554 | 114.25% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 150,164 | 13,761 | 1.34% | 1.54% | 260 | -37,775 | -20.1% | Q1 2026 | May 01, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 150,087 | 13,753 | 4.44% | 1.35% | 261 | +103,571 | 222.66% | Q1 2026 | May 13, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 149,192 | 13,671 | 10.11% | 0.26% | 262 | +145,391 | 3825.07% | Q1 2026 | Apr 16, 2026 |
| Trek Financial, LLC | History | Added to | 148,083 | 13,570 | 0.72% | 0.7% | 263 | +15,787 | 11.93% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 147,635 | 13,529 | 0.05% | 0.07% | 264 | -31,118 | -17.41% | Q1 2026 | Apr 30, 2026 |
| Stelac Advisory Services LLC | History | New | 145,688 | 13,350 | 2.7% | — | 265 | +145,688 | New | Q1 2026 | May 08, 2026 |
| Treasure Coast Financial Planning | History | Added to | 145,104 | 13,297 | 6.84% | 6.72% | 266 | +6,577 | 4.75% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Reduced | 144,843 | 13,273 | 2.16% | 2.19% | 267 | -7,105 | -4.68% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 144,111 | 13,206 | 0.13% | 0.13% | 268 | +19,726 | 15.86% | Q1 2026 | May 12, 2026 |
| Everstar Asset Management, LLC | History | Added to | 143,994 | 13,195 | 7.02% | 6.01% | 269 | +21,383 | 17.44% | Q1 2026 | Apr 16, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 143,229 | 13,125 | 5.93% | 5.08% | 270 | +13,104 | 10.07% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Added to | 143,169 | 13,119 | 0.95% | 0.02% | 271 | +140,685 | 5663.65% | Q1 2026 | May 07, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 141,794 | 12,994 | 4.24% | — | 272 | +141,794 | New | Q1 2026 | Apr 10, 2026 |
| Lionsbridge Wealth Management LLC | History | New | 141,754 | 12,990 | 13.06% | — | 273 | +141,754 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 141,027 | 12,923 | 1.59% | 1.54% | 274 | +7,202 | 5.38% | Q1 2026 | Apr 27, 2026 |
| BTS Asset Management, Inc. | History | New | 140,398 | 12,866 | 49.59% | — | 275 | +140,398 | New | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 138,914 | 12,730 | 4.22% | 2.92% | 276 | +40,266 | 40.82% | Q1 2026 | May 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 136,165 | 12,478 | 1.81% | 1.67% | 277 | +6,250 | 4.81% | Q1 2026 | Apr 08, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 135,585 | 12,425 | 0.73% | 0.91% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Purewater Capital LLC | History | New | 134,912 | 12,363 | 11.84% | — | 279 | +134,912 | New | Q1 2026 | May 14, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 134,130 | 12,291 | 5.51% | 5.7% | 280 | -4,133 | -2.99% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 133,734 | 12,255 | 0.57% | 0.48% | 281 | +22,051 | 19.74% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 133,195 | 12,174 | 0.21% | 0.19% | 282 | +20,114 | 17.79% | Q1 2026 | May 14, 2026 |
| TKG Advisors, LLC | History | Added to | 132,821 | 12,171 | 5.03% | 3.56% | 283 | +36,120 | 37.35% | Q1 2026 | Apr 24, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 132,585 | 12,150 | 9.64% | 0.22% | 284 | +129,648 | 4414.3% | Q1 2026 | May 12, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 132,326 | 12,126 | 4.2% | 4.92% | 285 | -21,544 | -14.0% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 132,445 | 12,102 | 5.07% | 5.07% | 286 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 131,669 | 12,066 | 0.9% | 1.67% | 287 | -131,694 | -50.0% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 131,122 | 12,015 | 0.15% | 0.09% | 288 | +55,541 | 73.49% | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 129,038 | 11,825 | 0.04% | — | 290 | +129,038 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 129,038 | 11,825 | 0.41% | 0.54% | 289 | -42,545 | -24.8% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 128,652 | 11,789 | 1.5% | 1.67% | 291 | -19,809 | -13.34% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 127,833 | 11,714 | 9.2% | — | 292 | +127,833 | New | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 126,719 | 11,612 | 0.23% | 0.3% | 293 | -32,103 | -20.21% | Q1 2026 | May 14, 2026 |
| Ryan Investment Management, Inc. | History | New | 125,945 | 11,541 | 6.49% | — | 294 | +125,945 | New | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 125,756 | 11,524 | 0.84% | 0.22% | 295 | +92,991 | 283.81% | Q1 2026 | May 05, 2026 |
| FWG Holdings, LLC | History | New | 125,979 | 11,519 | 4.35% | — | 296 | +125,979 | New | Q1 2026 | Apr 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 125,846 | 11,506 | 2.58% | 2.62% | 297 | +8,606 | 7.34% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Reduced | 124,480 | 11,407 | 1.68% | 1.88% | 298 | -1,560 | -1.24% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 124,432 | 11,402 | 0.83% | 0.66% | 299 | +17,703 | 16.59% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 123,207 | 11,290 | 1.62% | 1.76% | 300 | -7,964 | -6.07% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 122,117 | 11,189 | 0.2% | 0.25% | 301 | +62,612 | 105.22% | Q1 2026 | May 01, 2026 |
| Strategic Financial Concepts, LLC | History | New | 123,059 | 11,133 | 2.75% | — | 302 | +123,059 | New | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | Added to | 121,442 | 11,128 | 2.1% | 1.11% | 303 | +58,912 | 94.21% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 120,215 | 11,016 | 1.25% | 1.11% | 304 | +12,711 | 11.82% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 119,945 | 10,991 | 0.26% | 0.19% | 305 | +35,720 | 42.41% | Q1 2026 | May 15, 2026 |
| GLR Partners, LLC | History | New | 119,932 | 10,990 | 6.0% | — | 306 | +119,932 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 118,888 | 10,895 | 0.34% | 0.03% | 307 | +108,186 | 1010.9% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 118,857 | 10,892 | 0.42% | 0.41% | 308 | +3,186 | 2.75% | Q1 2026 | Apr 28, 2026 |
| HighRoad Wealth Advisors, LLC | History | Added to | 117,317 | 10,750 | 10.5% | 8.95% | 309 | +14,781 | 14.42% | Q1 2026 | Apr 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 117,029 | 10,724 | 0.96% | 0.4% | 310 | +43,020 | 58.13% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 116,457 | 10,672 | 0.14% | 0.2% | 311 | -35,968 | -23.6% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 116,134 | 10,642 | 1.91% | 2.49% | 312 | -27,484 | -19.14% | Q1 2026 | Apr 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 116,101 | 10,639 | 1.02% | 0.63% | 313 | +41,927 | 56.53% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 116,290 | 10,639 | 0.28% | 0.47% | 314 | -3,332 | -2.79% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 115,508 | 10,585 | 0.74% | 0.05% | 315 | +107,969 | 1432.14% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 115,148 | 10,552 | 0.24% | 0.27% | 316 | -15,585 | -11.92% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 114,666 | 10,507 | 0.59% | 1.76% | 317 | -188,321 | -62.15% | Q1 2026 | Apr 29, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 114,650 | 10,506 | 5.98% | 6.4% | 318 | +3,148 | 2.82% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 113,336 | 10,386 | 7.42% | 7.71% | 319 | -502 | -0.44% | Q1 2026 | Apr 20, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 113,166 | 10,370 | 5.54% | 4.65% | 320 | +17,948 | 18.85% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 112,395 | 10,299 | 0.17% | 0.13% | 321 | +29,267 | 35.21% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 112,141 | 10,276 | 0.71% | 0.91% | 322 | -12,736 | -10.2% | Q1 2026 | Apr 17, 2026 |
| G&S Capital LLC | History | Added to | 111,461 | 10,214 | 3.59% | 3.0% | 323 | +18,551 | 19.97% | Q1 2026 | Apr 07, 2026 |
| Trilogy Capital Inc. | History | Added to | 111,118 | 10,182 | 0.45% | 0.39% | 324 | +16,251 | 17.13% | Q1 2026 | Apr 21, 2026 |
| Norris Financial Group, LLC | History | Reduced | 111,114 | 10,182 | 3.32% | 3.45% | 325 | -127 | -0.11% | Q1 2026 | May 20, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 110,966 | 10,168 | 3.18% | 3.15% | 326 | +2,323 | 2.14% | Q1 2026 | Apr 10, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 110,881 | 10,161 | 0.38% | 0.28% | 327 | +28,379 | 34.4% | Q1 2026 | May 12, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 109,834 | 10,065 | 4.73% | — | 328 | +109,834 | New | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 109,200 | 10,007 | 0.59% | — | 329 | +109,200 | New | Q1 2026 | May 06, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 108,526 | 9,921 | 1.23% | 1.25% | 330 | +30 | 0.03% | Q1 2026 | Apr 07, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 107,390 | 9,841 | 2.22% | 2.14% | 331 | +14,084 | 15.09% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 106,628 | 9,771 | 0.78% | 0.75% | 332 | +1,776 | 1.69% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 105,928 | 9,707 | 0.05% | 0.05% | 333 | +2,625 | 2.54% | Q1 2026 | Apr 15, 2026 |
| Cairn Investment Group, Inc. | History | Added to | 105,875 | 9,702 | 4.82% | 3.51% | 334 | +25,050 | 30.99% | Q1 2026 | Apr 29, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 105,671 | 9,683 | 0.72% | 0.77% | 335 | -17,317 | -14.08% | Q1 2026 | May 05, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 103,899 | 9,521 | 0.46% | 0.41% | 336 | +10,118 | 10.79% | Q1 2026 | May 08, 2026 |
| PSI Advisors, LLC | History | Added to | 103,775 | 9,509 | 2.28% | 1.08% | 337 | +56,551 | 119.75% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 102,988 | 9,411 | 0.0% | 0.0% | 338 | +70,746 | 219.42% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 102,690 | 9,410 | 0.03% | 0.01% | 339 | +51,747 | 101.58% | Q1 2026 | May 08, 2026 |
| Savior LLC | History | Added to | 102,409 | 9,384 | 33.48% | 20.62% | 340 | +39,929 | 63.91% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 102,307 | 9,375 | 0.33% | 0.25% | 341 | +23,137 | 29.22% | Q1 2026 | May 06, 2026 |
| JT Stratford LLC | History | Reduced | 101,966 | 9,344 | 1.19% | 1.23% | 342 | -2,776 | -2.65% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 101,867 | 9,335 | 0.41% | 0.6% | 343 | -38,102 | -27.22% | Q1 2026 | Apr 28, 2026 |
| TCM Advisors, LLC | History | Reduced | 101,675 | 9,317 | 0.69% | 0.84% | 344 | -18,609 | -15.47% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 101,483 | 9,304 | 0.07% | 0.07% | 345 | +1,388 | 1.39% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 100,526 | 9,212 | 1.21% | 1.55% | 346 | +30,526 | 43.61% | Q1 2026 | May 13, 2026 |
| Boston Standard Wealth Management, LLC | History | New | 100,608 | 9,194 | 1.51% | — | 347 | +100,608 | New | Q1 2026 | Apr 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 99,874 | 9,152 | 1.25% | 3.96% | 348 | -193,565 | -65.96% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 99,732 | 9,139 | 0.15% | 0.23% | 349 | -30,598 | -23.48% | Q1 2026 | May 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 99,207 | 9,091 | 0.31% | 0.38% | 350 | -20,833 | -17.36% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 98,262 | 9,004 | 0.34% | 0.14% | 351 | +65,800 | 202.7% | Q1 2026 | Jun 18, 2026 |
| GenTrust, LLC | History | Added to | 97,731 | 8,956 | 0.38% | 0.38% | 352 | +2,111 | 2.21% | Q1 2026 | Apr 27, 2026 |
| Coral Wealth Management, LLC | History | New | 222,307 | 8,923 | 9.98% | — | 353 | +222,307 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 97,196 | 8,907 | 0.56% | 1.73% | 354 | -312,865 | -76.3% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 97,151 | 8,902 | 0.7% | 0.67% | 355 | -53 | -0.05% | Q1 2026 | Apr 23, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 96,817 | 8,872 | 3.99% | 2.81% | 356 | +32,686 | 50.97% | Q1 2026 | Apr 29, 2026 |
| SLT Holdings LLC | History | Added to | 96,394 | 8,833 | 5.97% | 5.66% | 357 | +47 | 0.05% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 96,026 | 8,799 | 0.31% | 0.09% | 358 | +66,424 | 224.39% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 95,198 | 8,723 | 0.14% | 0.22% | 359 | -41,606 | -30.41% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 94,340 | 8,627 | 0.03% | 0.04% | 360 | +30,637 | 48.09% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 93,707 | 8,587 | 1.21% | 0.63% | 361 | +50,820 | 118.5% | Q1 2026 | May 08, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 93,085 | 8,530 | 5.25% | 5.21% | 362 | -1,016 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 92,779 | 8,502 | 3.24% | 1.9% | 363 | +6,756 | 7.85% | Q1 2026 | May 04, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 92,499 | 8,476 | 2.95% | 2.53% | 364 | +15,833 | 20.65% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 92,428 | 8,470 | 2.3% | 2.18% | 365 | +7,194 | 8.44% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Added to | 90,464 | 8,290 | 1.38% | 0.67% | 366 | +46,268 | 104.69% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 90,008 | 8,248 | 0.1% | 0.21% | 367 | -96,178 | -51.66% | Q1 2026 | Apr 20, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 89,176 | 8,172 | 0.85% | 0.27% | 368 | +57,391 | 180.56% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 88,543 | 8,114 | 0.46% | 0.48% | 369 | +121 | 0.14% | Q1 2026 | Apr 30, 2026 |
| Nixon Capital, LLC | History | New | 88,395 | 8,100 | 2.77% | — | 370 | +88,395 | New | Q1 2026 | May 14, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 87,929 | 8,057 | 1.06% | 1.06% | 371 | -4,849 | -5.23% | Q1 2026 | May 11, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 87,838 | 8,049 | 2.04% | 1.91% | 372 | -6,023 | -6.42% | Q1 2026 | Apr 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 85,817 | 7,863 | 0.53% | 0.19% | 373 | +56,565 | 193.37% | Q1 2026 | Apr 20, 2026 |
| Three Seasons Wealth, LLC | History | New | 85,486 | 7,833 | 2.99% | — | 374 | +85,486 | New | Q1 2026 | May 05, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 84,735 | 7,765 | 6.58% | 5.87% | 375 | +1,629 | 1.96% | Q1 2026 | Apr 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 84,259 | 7,721 | 1.92% | 2.79% | 376 | -26,803 | -24.13% | Q1 2026 | Apr 29, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 84,138 | 7,710 | 1.57% | 1.96% | 377 | -21,000 | -19.97% | Q1 2026 | Apr 13, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 83,931 | 7,691 | 2.76% | 2.99% | 378 | -10,552 | -11.17% | Q1 2026 | May 07, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 83,053 | 7,610 | 5.78% | 5.64% | 379 | -1,226 | -1.45% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 82,749 | 7,583 | 0.2% | 0.25% | 380 | -28,637 | -25.71% | Q1 2026 | May 15, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 82,293 | 7,519 | 3.18% | 3.18% | 381 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 81,937 | 7,508 | 0.34% | 0.21% | 382 | +31,831 | 63.53% | Q1 2026 | Jun 08, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 81,391 | 7,458 | 7.97% | 2.15% | 383 | +58,950 | 262.69% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 80,823 | 7,406 | 0.34% | 0.32% | 384 | +3,898 | 5.07% | Q1 2026 | Apr 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 80,785 | 7,403 | 0.11% | 0.06% | 385 | +40,416 | 100.12% | Q1 2026 | May 11, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 80,738 | 7,398 | 3.01% | 3.89% | 386 | -28,782 | -26.28% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 80,406 | 7,368 | 0.15% | 0.1% | 387 | +32,185 | 66.74% | Q1 2026 | Apr 13, 2026 |
| WESBANCO BANK INC | History | Added to | 79,837 | 7,316 | 0.2% | 0.12% | 388 | +30,897 | 63.13% | Q1 2026 | Apr 21, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 79,770 | 7,310 | 3.48% | 2.7% | 389 | +16,640 | 26.36% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 79,593 | 7,293 | 0.76% | 0.83% | 390 | -6,303 | -7.34% | Q1 2026 | Apr 08, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 79,486 | 7,284 | 2.8% | 3.5% | 391 | -22,902 | -22.37% | Q1 2026 | May 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 79,222 | 7,259 | 1.67% | 1.09% | 392 | +27,055 | 51.86% | Q1 2026 | Apr 28, 2026 |
| RIA Advisory Group LLC | History | Reduced | 79,201 | 7,258 | 1.73% | 4.51% | 394 | -126,073 | -61.42% | Q1 2026 | Apr 23, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 79,203 | 7,258 | 0.49% | 0.6% | 393 | -12,023 | -13.18% | Q1 2026 | May 12, 2026 |
| West Financial Advisors, LLC | History | Reduced | 78,965 | 7,236 | 1.23% | 1.22% | 395 | -188 | -0.24% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 78,812 | 7,222 | 0.37% | 0.34% | 396 | +7,959 | 11.23% | Q1 2026 | Apr 17, 2026 |
| Delta Investment Management, LLC | History | Added to | 78,576 | 7,200 | 1.29% | 1.17% | 397 | +5,079 | 6.91% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 78,404 | 7,184 | 0.69% | 0.35% | 398 | +40,674 | 107.8% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 78,562 | 7,178 | 2.09% | 2.09% | 399 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 78,287 | 7,174 | 2.2% | 1.38% | 400 | +7,644 | 10.82% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 78,166 | 7,163 | 0.01% | 0.01% | 401 | +322 | 0.41% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 78,020 | 7,149 | 0.82% | 0.73% | 402 | +6,342 | 8.85% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 78,013 | 7,149 | 0.99% | 1.01% | 403 | -1,389 | -1.75% | Q1 2026 | May 14, 2026 |
| Titan Investment Management LLC | History | Reduced | 77,390 | 7,091 | 6.26% | 9.25% | 404 | -33,681 | -30.32% | Q1 2026 | Apr 28, 2026 |
| GFI Investment Counsel Ltd. | History | Added to | 76,708 | 7,029 | 0.96% | 0.62% | 405 | +13,491 | 21.34% | Q1 2026 | May 14, 2026 |
| Genus Capital Management Inc. | History | Added to | 76,223 | 6,985 | 0.8% | 0.79% | 406 | +1,668 | 2.24% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 75,147 | 6,886 | 1.18% | 1.4% | 407 | -12,190 | -13.96% | Q1 2026 | May 12, 2026 |
| Compass Financial Services Inc | History | Added to | 74,643 | 6,840 | 2.96% | 2.94% | 408 | +58 | 0.08% | Q1 2026 | May 01, 2026 |
| Teucrium Investment Advisors, LLC | History | Reduced | 74,604 | 6,818 | 5.29% | 10.25% | 409 | -27,554 | -26.97% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 74,392 | 6,817 | 0.3% | 0.46% | 410 | -16,663 | -18.3% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Added to | 73,715 | 6,755 | 0.44% | 0.33% | 411 | +16,251 | 28.28% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 73,635 | 6,747 | 0.32% | 0.28% | 412 | +9,804 | 15.36% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 73,490 | 6,734 | 1.21% | 1.23% | 413 | +2,278 | 3.2% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 73,276 | 6,715 | 1.68% | 1.11% | 414 | +24,180 | 49.25% | Q1 2026 | Apr 17, 2026 |
| Family Manage LLC | History | Reduced | 72,499 | 6,643 | 0.8% | 1.97% | 415 | -98,190 | -57.53% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 72,150 | 6,611 | 0.14% | 0.08% | 416 | +30,675 | 73.96% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 71,197 | 6,524 | 0.87% | 1.04% | 417 | -9,391 | -11.65% | Q1 2026 | Apr 13, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 70,770 | 6,485 | 4.82% | 4.41% | 418 | +5,025 | 7.64% | Q1 2026 | Aug 05, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 70,754 | 6,483 | 2.01% | 0.87% | 419 | +41,595 | 142.65% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 70,557 | 6,465 | 0.0% | — | 420 | +70,557 | New | Q1 2026 | May 13, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 70,452 | 6,456 | 2.14% | 2.33% | 421 | +3,420 | 5.1% | Q1 2026 | Apr 23, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 70,178 | 6,431 | 0.74% | 0.74% | 422 | -3,475 | -4.72% | Q1 2026 | Apr 24, 2026 |
| KG Capital Management | History | Added to | 69,736 | 6,390 | 4.58% | 1.12% | 423 | +20,190 | 40.75% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 69,577 | 6,376 | 3.17% | 2.61% | 424 | +9,940 | 16.67% | Q1 2026 | May 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 68,797 | 6,304 | 0.18% | 0.29% | 425 | -40,896 | -37.28% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 68,705 | 6,296 | 0.36% | 0.37% | 426 | +369 | 0.54% | Q1 2026 | Apr 09, 2026 |
| Baring Financial LLC | History | Added to | 68,342 | 6,262 | 3.83% | 3.79% | 427 | +121 | 0.18% | Q1 2026 | Apr 06, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 68,294 | 6,258 | 3.74% | 4.52% | 428 | -2,473 | -3.49% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 68,276 | 6,256 | 0.1% | 0.02% | 429 | +54,908 | 410.74% | Q1 2026 | Apr 27, 2026 |
| JCIC Asset Management Inc. | History | New | 68,261 | 6,255 | 1.92% | — | 430 | +68,261 | New | Q1 2026 | Apr 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 67,929 | 6,225 | 0.01% | 0.02% | 431 | -230,346 | -77.23% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 67,686 | 6,202 | 6.35% | 3.28% | 433 | +33,214 | 96.35% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 67,686 | 6,202 | 0.48% | 0.42% | 432 | +11,687 | 20.87% | Q1 2026 | Apr 22, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 67,854 | 6,200 | 1.17% | 1.17% | 434 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 66,598 | 6,103 | 2.78% | 2.56% | 435 | +9,086 | 15.8% | Q1 2026 | May 06, 2026 |
| Smart Money Group LLC | History | Reduced | 66,560 | 6,099 | 1.77% | 2.34% | 436 | -21,110 | -24.08% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 66,407 | 6,085 | 0.16% | 0.18% | 437 | +3,911 | 6.26% | Q1 2026 | May 11, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 64,775 | 5,935 | 1.26% | 1.47% | 438 | +328 | 0.51% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 64,643 | 5,923 | 2.06% | 2.17% | 439 | -1,135 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Added to | 64,616 | 5,921 | 0.65% | 0.38% | 440 | +40,236 | 165.04% | Q1 2026 | May 07, 2026 |
| MRWM Advisors, LLC | History | Added to | 64,423 | 5,903 | 3.2% | 2.95% | 441 | +4,254 | 7.07% | Q1 2026 | Apr 20, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 64,027 | 5,867 | 5.39% | 7.51% | 442 | -22,606 | -26.09% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 63,580 | 5,826 | 0.2% | 0.17% | 443 | +8,287 | 14.99% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 63,486 | 5,817 | 0.46% | 0.46% | 444 | +4,732 | 8.05% | Q1 2026 | May 01, 2026 |
| PALLADIEM, LLC | History | Reduced | 63,340 | 5,794 | 5.53% | 5.72% | 445 | -2,681 | -4.06% | Q1 2026 | May 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 63,174 | 5,789 | 1.04% | — | 446 | +63,174 | New | Q1 2026 | May 01, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 62,490 | 5,726 | 5.13% | 0.64% | 447 | +54,488 | 680.93% | Q1 2026 | Apr 21, 2026 |
| CPR Investments Inc. | History | Reduced | 62,296 | 5,708 | 3.81% | 3.94% | 448 | -1,946 | -3.03% | Q1 2026 | Apr 16, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 62,170 | 5,697 | 2.03% | 1.82% | 449 | +9,289 | 17.57% | Q1 2026 | Apr 21, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 62,165 | 5,696 | 0.79% | 0.73% | 450 | +2,507 | 4.2% | Q1 2026 | May 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 62,127 | 5,693 | 0.28% | 0.35% | 451 | -14,916 | -19.36% | Q1 2026 | May 04, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 61,986 | 5,680 | 1.71% | 2.72% | 452 | -28,892 | -31.79% | Q1 2026 | Apr 24, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 61,758 | 5,659 | 0.44% | 0.42% | 453 | +3,171 | 5.41% | Q1 2026 | May 07, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 61,626 | 5,647 | 4.88% | 3.66% | 454 | +14,285 | 30.17% | Q1 2026 | May 06, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 61,215 | 5,609 | 0.43% | 0.41% | 455 | -133,047 | -68.49% | Q1 2026 | May 14, 2026 |
| Parkwood LLC | History | Reduced | 61,100 | 5,599 | 0.5% | 1.76% | 456 | -187,000 | -75.37% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 60,974 | 5,587 | 0.42% | 0.46% | 457 | -1,910 | -3.04% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 60,915 | 5,582 | 0.0% | — | 458 | +60,915 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 60,815 | 5,573 | 0.7% | — | 459 | +60,815 | New | Q1 2026 | May 18, 2026 |
| SFI Advisors, LLC | History | Reduced | 59,774 | 5,477 | 5.75% | 5.74% | 460 | -38,128 | -38.95% | Q1 2026 | May 05, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 59,660 | 5,467 | 1.51% | 0.45% | 461 | +44,150 | 284.66% | Q1 2026 | Apr 09, 2026 |
| One Day In July LLC | History | Reduced | 59,574 | 5,459 | 0.44% | 0.68% | 462 | -30,613 | -33.94% | Q1 2026 | May 05, 2026 |
| PW Nova Financial Services LLC | History | New | 59,091 | 5,415 | 1.36% | — | 463 | +59,091 | New | Q1 2026 | Apr 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 58,992 | 5,406 | 0.09% | 0.14% | 464 | -33,630 | -36.31% | Q1 2026 | May 05, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 59,000 | 5,406 | 3.0% | 3.01% | 465 | -1,240 | -2.06% | Q1 2026 | May 07, 2026 |
| Napier Financial, LLC | History | Reduced | 58,515 | 5,362 | 1.23% | 1.45% | 466 | -4,825 | -7.62% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 58,417 | 5,353 | 0.01% | — | 467 | +58,417 | New | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 57,964 | 5,311 | 3.1% | 1.75% | 468 | +24,933 | 75.48% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 57,862 | 5,302 | 0.08% | 0.04% | 469 | +29,019 | 100.61% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 56,926 | 5,216 | 0.61% | 0.47% | 470 | +12,750 | 28.86% | Q1 2026 | May 06, 2026 |
| National Wealth Management Group, LLC | History | Added to | 56,533 | 5,180 | 1.93% | 0.5% | 471 | +40,656 | 256.07% | Q1 2026 | May 11, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 56,524 | 5,179 | 0.78% | 0.74% | 472 | +3,475 | 6.55% | Q1 2026 | Apr 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 56,445 | 5,172 | 3.23% | — | 473 | +56,445 | New | Q1 2026 | Apr 14, 2026 |
| Jordan Park Group LLC | History | Added to | 56,427 | 5,170 | 0.28% | 0.25% | 474 | +9,547 | 20.36% | Q1 2026 | May 11, 2026 |
| Palogic Value Management, L.P. | History | Added to | 56,379 | 5,166 | 2.18% | 0.21% | 475 | +50,897 | 928.44% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Added to | 55,047 | 5,044 | 2.31% | 0.16% | 476 | +51,026 | 1268.99% | Q1 2026 | May 01, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 54,872 | 5,028 | 2.97% | 2.9% | 477 | +2,747 | 5.27% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 54,649 | 5,008 | 0.97% | 0.39% | 478 | +36,259 | 197.17% | Q1 2026 | May 15, 2026 |
| SP Asset Management LLC | History | Reduced | 54,193 | 4,966 | 0.44% | 0.45% | 479 | -7,536 | -12.21% | Q1 2026 | May 06, 2026 |
| CPC Advisors, LLC | History | Added to | 53,640 | 4,915 | 0.8% | 0.02% | 480 | +51,435 | 2332.65% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 53,310 | 4,878 | 0.16% | 0.18% | 481 | -4,156 | -7.23% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 52,726 | 4,831 | 0.38% | 0.39% | 482 | -758 | -1.42% | Q1 2026 | May 15, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 52,715 | 4,830 | 3.12% | 2.16% | 483 | +17,024 | 47.7% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 52,537 | 4,814 | 0.11% | 0.1% | 484 | +1,516 | 2.97% | Q1 2026 | May 15, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 51,992 | 4,764 | 1.82% | 1.56% | 485 | +8,736 | 20.2% | Q1 2026 | May 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 51,897 | 4,755 | 1.28% | — | 486 | +51,897 | New | Q1 2026 | Apr 24, 2026 |
| J.Safra Asset Management Corp | History | Added to | 51,806 | 4,747 | 0.26% | 0.24% | 487 | +1,497 | 2.98% | Q1 2026 | May 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 51,742 | 4,741 | 0.56% | — | 488 | +51,742 | New | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 50,997 | 4,673 | 0.14% | 0.12% | 489 | +4,578 | 9.86% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 50,171 | 4,597 | 0.0% | 0.0% | 490 | +42,525 | 556.17% | Q1 2026 | May 13, 2026 |
| Unique Wealth Strategies, LLC | History | New | 50,000 | 4,582 | 1.86% | — | 491 | +50,000 | New | Q1 2026 | Jul 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 49,797 | 4,551 | 0.03% | 0.24% | 492 | -105,236 | -67.88% | Q1 2026 | Jun 15, 2026 |
| CIM, LLC | History | Added to | 49,557 | 4,541 | 0.66% | 0.59% | 493 | +195 | 0.4% | Q1 2026 | May 18, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 49,404 | 4,527 | 1.89% | 2.02% | 494 | -656 | -1.31% | Q1 2026 | May 07, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 49,394 | 4,526 | 0.82% | 1.98% | 495 | -166,118 | -77.08% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 49,153 | 4,504 | 1.15% | 1.19% | 496 | -5,610 | -10.24% | Q1 2026 | May 12, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 48,354 | 4,431 | 4.22% | 4.63% | 497 | -943 | -1.91% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 48,145 | 4,411 | 0.39% | 0.34% | 498 | +5,227 | 12.18% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 48,129 | 4,410 | 2.25% | 2.84% | 499 | +1,119 | 2.38% | Q1 2026 | May 06, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Reduced | 48,099 | 4,407 | 2.71% | 15.84% | 500 | -225,149 | -82.4% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 47,703 | 4,370 | 0.23% | 0.2% | 501 | +623 | 1.32% | Q1 2026 | May 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 47,425 | 4,346 | 0.18% | 0.12% | 502 | +12,427 | 35.51% | Q1 2026 | May 08, 2026 |
| NDWM LLC | History | Reduced | 47,203 | 4,325 | 2.8% | 5.05% | 503 | -36,395 | -43.54% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Added to | 47,070 | 4,313 | 0.25% | 0.24% | 504 | +2,882 | 6.52% | Q1 2026 | Apr 29, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 46,619 | 4,272 | 1.67% | 1.71% | 505 | -2,989 | -6.03% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 46,613 | 4,271 | 0.05% | 0.05% | 506 | +522 | 1.13% | Q1 2026 | May 12, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 46,598 | 4,270 | 0.59% | — | 507 | +46,598 | New | Q1 2026 | Jun 01, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 46,581 | 4,261 | 1.17% | 1.03% | 508 | +6,330 | 15.73% | Q1 2026 | Apr 16, 2026 |
| Climber Capital SA | History | Reduced | 46,395 | 4,249 | 2.78% | 2.37% | 509 | -21,715 | -31.88% | Q1 2026 | May 01, 2026 |
| October Effect Ltd | History | Reduced | 46,044 | 4,219 | 4.86% | 5.6% | 510 | -9,643 | -17.32% | Q1 2026 | Apr 21, 2026 |
| Concord Wealth Partners | History | Added to | 45,846 | 4,201 | 0.55% | 0.53% | 511 | +827 | 1.84% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,281 | 4,149 | 0.08% | 0.1% | 512 | -10,139 | -18.29% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,061 | 4,129 | 0.06% | 0.06% | 513 | +12,331 | 37.67% | Q1 2026 | May 15, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 44,750 | 4,100 | 2.71% | 3.55% | 514 | -15,902 | -26.22% | Q1 2026 | Apr 24, 2026 |
| Pioneer Wealth Management Group | History | Added to | 44,426 | 4,071 | 1.14% | 1.09% | 515 | +5,281 | 13.49% | Q1 2026 | Apr 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 44,547 | 4,070 | 1.19% | 1.19% | 516 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tillman Hartley LLC | History | Reduced | 43,892 | 4,022 | 1.01% | 1.42% | 517 | -18,163 | -29.27% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 43,887 | 4,021 | 0.08% | 0.01% | 518 | +37,382 | 574.67% | Q1 2026 | May 11, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 43,460 | 3,982 | 0.67% | 0.68% | 519 | +250 | 0.58% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 43,136 | 3,953 | 0.02% | 0.01% | 520 | +14,528 | 50.78% | Q1 2026 | Apr 30, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 43,062 | 3,946 | 3.37% | 0.53% | 521 | +36,226 | 529.93% | Q1 2026 | Apr 27, 2026 |
| Roan Capital Partners | History | New | 43,019 | 3,942 | 3.64% | — | 522 | +43,019 | New | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 42,873 | 3,919 | 0.12% | 0.1% | 523 | -7,869 | -15.51% | Q1 2026 | Apr 08, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 42,452 | 3,890 | 0.56% | 2.06% | 524 | -117,842 | -73.52% | Q1 2026 | May 13, 2026 |
| Freestate Advisors LLC | History | Reduced | 42,205 | 3,867 | 3.09% | 3.53% | 525 | -5,336 | -11.22% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 41,995 | 3,848 | 0.47% | 0.61% | 526 | -10,787 | -20.44% | Q1 2026 | Apr 08, 2026 |
| HEADINVEST, LLC | History | Added to | 41,916 | 3,841 | 0.79% | 0.74% | 527 | +935 | 2.28% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 41,854 | 3,835 | 0.17% | 0.05% | 528 | +29,648 | 242.9% | Q1 2026 | May 05, 2026 |
| Core Wealth Partners LLC | History | Reduced | 41,765 | 3,827 | 1.78% | 1.83% | 529 | -2,681 | -6.03% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 41,520 | 3,804 | 0.5% | 0.56% | 530 | -2,600 | -5.89% | Q1 2026 | Apr 28, 2026 |
| Beacon Wealthcare LLC | History | Added to | 41,038 | 3,760 | 1.33% | 0.83% | 531 | +14,445 | 54.32% | Q1 2026 | Apr 01, 2026 |
| MAI Capital Management | History | Reduced | 40,920 | 3,749 | 0.02% | 0.02% | 532 | -684 | -1.64% | Q1 2026 | May 15, 2026 |
| Values First Advisors, Inc. | History | Added to | 40,626 | 3,722 | 1.94% | 1.91% | 533 | +290 | 0.72% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 40,395 | 3,701 | 0.2% | 0.19% | 534 | +5,091 | 14.42% | Q1 2026 | Apr 16, 2026 |
| Aurora Investment Managers, LLC. | History | Reduced | 40,341 | 3,697 | 2.72% | 6.28% | 535 | -80,889 | -66.72% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 40,271 | 3,690 | 0.0% | — | 537 | +40,271 | New | Q1 2026 | May 12, 2026 |
| Unison Advisors LLC | History | Reduced | 40,269 | 3,690 | 0.28% | 0.35% | 536 | -3,730 | -8.48% | Q1 2026 | Apr 28, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 40,014 | 3,666 | 0.48% | 0.46% | 538 | +2,957 | 7.98% | Q1 2026 | May 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 39,992 | 3,664 | 3.34% | 3.29% | 539 | +974 | 2.5% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 39,506 | 3,620 | 0.45% | 0.22% | 540 | +19,003 | 92.68% | Q1 2026 | May 04, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 39,471 | 3,617 | 3.19% | 2.51% | 541 | -94,293 | -70.49% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 39,385 | 3,609 | 0.27% | 0.29% | 542 | -12 | -0.03% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | Added to | 39,217 | 3,593 | 1.97% | 0.98% | 543 | +19,393 | 97.83% | Q1 2026 | Apr 28, 2026 |
| Strategic Equity Management | History | New | 39,081 | 3,581 | 1.35% | — | 544 | +39,081 | New | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 38,865 | 3,561 | 0.09% | 0.08% | 545 | +1,386 | 3.7% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning, LLC | History | Added to | 39,044 | 3,559 | 0.8% | 0.5% | 546 | +14,900 | 61.71% | Q1 2026 | May 11, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 38,809 | 3,556 | 1.44% | 1.53% | 547 | -5,233 | -11.88% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 38,253 | 3,505 | 0.72% | 0.72% | 548 | +230 | 0.6% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 38,143 | 3,495 | 0.24% | 0.54% | 549 | -48,907 | -56.18% | Q1 2026 | May 12, 2026 |
| Fjell Capital, LLC | History | Reduced | 38,070 | 3,488 | 2.68% | 4.57% | 550 | -27,216 | -41.69% | Q1 2026 | Apr 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 37,772 | 3,461 | 0.09% | 0.08% | 551 | +5,770 | 18.03% | Q1 2026 | Apr 28, 2026 |
| TFB Advisors LLC | History | Added to | 37,211 | 3,410 | 1.79% | 0.06% | 552 | +34,765 | 1421.3% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 37,139 | 3,403 | 1.66% | 2.03% | 553 | -5,725 | -13.36% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 37,052 | 3,395 | 0.04% | 0.05% | 554 | -4,850 | -11.57% | Q1 2026 | May 08, 2026 |
| PECAUT & CO. | History | Reduced | 36,071 | 3,305 | 1.07% | 1.08% | 555 | -499 | -1.36% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 35,700 | 3,271 | 0.89% | 0.13% | 556 | +30,274 | 557.94% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,502 | 3,253 | 0.12% | 0.15% | 557 | -13,228 | -27.15% | Q1 2026 | Apr 14, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 34,946 | 3,202 | 0.88% | 1.14% | 559 | -11,772 | -25.2% | Q1 2026 | Apr 27, 2026 |
| Patten Group, Inc. | History | Reduced | 34,951 | 3,202 | 0.56% | 0.64% | 558 | -3,165 | -8.3% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 34,890 | 3,197 | 1.06% | 1.26% | 560 | -7,002 | -16.71% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 34,842 | 3,192 | 0.77% | 0.85% | 561 | -1,949 | -5.3% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 34,723 | 3,181 | 0.02% | 0.03% | 562 | -8,528 | -19.72% | Q1 2026 | May 01, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 34,249 | 3,138 | 2.79% | 0.99% | 563 | +20,330 | 146.06% | Q1 2026 | May 07, 2026 |
| RDA Financial Network | History | Reduced | 34,233 | 3,137 | 0.78% | 1.58% | 564 | -37,407 | -52.22% | Q1 2026 | Apr 08, 2026 |
| Shore Point Advisors, LLC | History | Added to | 34,145 | 3,129 | 1.24% | 1.31% | 565 | +364 | 1.08% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 34,099 | 3,124 | 0.09% | 0.17% | 566 | -29,858 | -46.68% | Q1 2026 | May 13, 2026 |
| Pearl Planning LLC | History | Reduced | 33,709 | 3,089 | 1.65% | 1.93% | 567 | -855 | -2.47% | Q1 2026 | Apr 30, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 33,626 | 3,081 | 1.02% | 1.56% | 568 | -13,363 | -28.44% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Added to | 33,590 | 3,078 | 0.26% | 0.09% | 569 | +21,752 | 183.75% | Q1 2026 | Apr 22, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 33,588 | 3,078 | 1.22% | 1.63% | 570 | -14,539 | -30.21% | Q1 2026 | Apr 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 33,569 | 3,076 | 0.05% | 0.05% | 571 | +352 | 1.06% | Q1 2026 | May 13, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 33,374 | 3,058 | 1.95% | 1.98% | 572 | -3,476 | -9.43% | Q1 2026 | Apr 22, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 33,319 | 3,053 | 0.69% | 0.68% | 573 | +297 | 0.9% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,250 | 3,047 | 0.0% | 0.0% | 574 | +1,235 | 3.86% | Q1 2026 | May 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 33,142 | 3,037 | 0.91% | 1.07% | 575 | -4,421 | -11.77% | Q1 2026 | Apr 06, 2026 |
| MBA Advisors LLC | History | Reduced | 33,078 | 3,031 | 1.16% | 1.24% | 576 | -681 | -2.02% | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 32,961 | 3,020 | 0.14% | 0.41% | 577 | -68,496 | -67.51% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 32,934 | 3,018 | 0.06% | 0.08% | 578 | -12,618 | -27.7% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | Added to | 32,778 | 3,004 | 0.13% | 0.04% | 579 | +22,719 | 225.86% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 32,765 | 3,002 | 0.35% | 0.98% | 580 | -45,621 | -58.2% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 32,401 | 2,969 | 0.01% | 0.01% | 581 | -18,308 | -36.1% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | New | 32,306 | 2,960 | 0.53% | — | 582 | +32,306 | New | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,295 | 2,959 | 0.0% | 0.0% | 583 | +11,349 | 54.18% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,216 | 2,952 | 0.04% | 0.04% | 584 | +324 | 1.02% | Q1 2026 | Apr 28, 2026 |
| LongView Asset Management LLC | History | No change | 32,302 | 2,951 | 2.06% | 2.06% | 585 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Reduced | 32,197 | 2,950 | 2.56% | 2.61% | 586 | -121 | -0.37% | Q1 2026 | Apr 21, 2026 |
| Kopion Asset Management, LLC | History | Reduced | 32,033 | 2,935 | 2.28% | 3.45% | 587 | -20,822 | -39.39% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 31,841 | 2,918 | 0.01% | 0.0% | 588 | +20,698 | 185.75% | Q1 2026 | May 11, 2026 |
| Macco Financial Group, Inc. | History | Added to | 31,821 | 2,916 | 2.21% | 2.19% | 589 | +3,894 | 13.94% | Q1 2026 | Apr 23, 2026 |
| Quartz Partners, LLC | History | Reduced | 31,820 | 2,915 | 1.13% | 2.82% | 590 | -51,082 | -61.62% | Q1 2026 | May 05, 2026 |
| LPWM LLC | History | Reduced | 31,727 | 2,907 | 0.73% | 0.75% | 591 | -753 | -2.32% | Q1 2026 | Apr 08, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 31,722 | 2,906 | 0.37% | 0.45% | 592 | -4,615 | -12.7% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 31,727 | 2,899 | 0.77% | 0.77% | 593 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 31,422 | 2,879 | 0.48% | 0.93% | 594 | -12,528 | -28.51% | Q1 2026 | Apr 17, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 31,260 | 2,864 | 2.68% | 2.64% | 595 | -531 | -1.67% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 31,244 | 2,863 | 0.14% | 0.51% | 596 | -83,566 | -72.79% | Q1 2026 | May 05, 2026 |
| Net Worth Advisory Group | History | Reduced | 31,212 | 2,860 | 0.59% | 0.69% | 597 | -5,931 | -15.97% | Q1 2026 | May 05, 2026 |
| Balance Wealth, LLC | History | Added to | 31,093 | 2,849 | 0.88% | 0.69% | 599 | +7,692 | 32.87% | Q1 2026 | Apr 20, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 31,097 | 2,849 | 2.26% | 2.44% | 598 | +181 | 0.59% | Q1 2026 | May 07, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 30,792 | 2,821 | 0.3% | 0.41% | 600 | +6,540 | 26.97% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,752 | 2,818 | 0.16% | 0.1% | 601 | +13,331 | 76.52% | Q1 2026 | May 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 30,732 | 2,816 | 0.35% | 0.75% | 602 | -35,061 | -53.29% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,561 | 2,800 | 0.0% | 0.0% | 603 | +9,196 | 43.04% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,400 | 2,785 | 0.0% | 0.0% | 604 | -89,868 | -74.72% | Q1 2026 | May 15, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 30,275 | 2,774 | 1.54% | 1.58% | 605 | +465 | 1.56% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 30,175 | 2,765 | 0.16% | 0.12% | 606 | +6,426 | 27.06% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 30,152 | 2,763 | 0.7% | 0.03% | 607 | +28,847 | 2210.5% | Q1 2026 | Apr 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 30,167 | 2,759 | 0.33% | 0.4% | 608 | -4,324 | -12.54% | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 30,021 | 2,751 | 0.28% | — | 609 | +30,021 | New | Q1 2026 | May 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 30,002 | 2,749 | 0.21% | 0.18% | 610 | +3,467 | 13.07% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 29,932 | 2,742 | 0.07% | 0.08% | 611 | -3,873 | -11.46% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 29,780 | 2,729 | 0.22% | 0.09% | 612 | +16,655 | 126.9% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 29,742 | 2,725 | 2.34% | 2.38% | 613 | -251 | -0.84% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,730 | 2,724 | 0.1% | 0.08% | 614 | +5,878 | 24.64% | Q1 2026 | Apr 20, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 29,550 | 2,707 | 0.27% | 0.26% | 615 | -1,311 | -4.25% | Q1 2026 | May 19, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 29,332 | 2,687 | 0.2% | 0.21% | 616 | +80 | 0.27% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 29,140 | 2,670 | 0.56% | 0.57% | 617 | -2,351 | -7.47% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 28,948 | 2,652 | 0.23% | — | 618 | +28,948 | New | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 28,884 | 2,646 | 0.19% | 0.23% | 619 | -3,730 | -11.44% | Q1 2026 | May 05, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 28,913 | 2,643 | 0.6% | 2.44% | 620 | -151,536 | -83.98% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 28,778 | 2,637 | 0.09% | 0.07% | 621 | +5,690 | 24.64% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 28,539 | 2,615 | 0.2% | 0.19% | 622 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clio Asset Management LLC | History | Reduced | 28,426 | 2,604 | 2.18% | 3.82% | 623 | -25,406 | -47.19% | Q1 2026 | Apr 21, 2026 |
| Worth Asset Management, LLC | History | Reduced | 28,377 | 2,600 | 0.97% | 1.26% | 624 | -4,020 | -12.41% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 28,241 | 2,588 | 0.14% | 0.16% | 625 | -2,542 | -8.26% | Q1 2026 | Apr 30, 2026 |
| Signet Private Wealth LLC | History | Added to | 28,192 | 2,583 | 2.47% | 2.39% | 626 | +854 | 3.12% | Q1 2026 | Apr 29, 2026 |
| Optivise Advisory Services LLC | History | New | 27,903 | 2,557 | 1.55% | — | 627 | +27,903 | New | Q1 2026 | Apr 15, 2026 |
| CacheTech Inc. | History | Reduced | 27,800 | 2,547 | 0.49% | 0.62% | 628 | -8,944 | -24.34% | Q1 2026 | May 11, 2026 |
| Cannell & Spears LLC | History | Reduced | 27,712 | 2,539 | 0.05% | 0.05% | 629 | -3,668 | -11.69% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 27,703 | 2,538 | 0.03% | 0.04% | 630 | -2,159 | -7.23% | Q1 2026 | Apr 21, 2026 |
| Clarity Financial LLC | History | Reduced | 27,673 | 2,535 | 0.28% | 0.36% | 631 | -14,974 | -35.11% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Reduced | 27,504 | 2,520 | 0.08% | 0.11% | 632 | -15,316 | -35.77% | Q1 2026 | May 14, 2026 |
| Gambit Capital Management, LLC | History | New | 26,902 | 2,465 | 1.7% | — | 633 | +26,902 | New | Q1 2026 | May 14, 2026 |
| TLWM | History | Reduced | 26,770 | 2,453 | 0.44% | 0.67% | 634 | -13,570 | -33.64% | Q1 2026 | Apr 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 26,670 | 2,444 | 1.58% | 0.91% | 635 | +11,199 | 72.39% | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 26,662 | 2,443 | 0.05% | 0.03% | 636 | +13,154 | 97.38% | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 26,395 | 2,418 | 0.56% | 0.05% | 637 | +23,953 | 980.88% | Q1 2026 | May 06, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 26,357 | 2,415 | 0.25% | 0.5% | 639 | -25,821 | -49.49% | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 26,435 | 2,415 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sierra Legacy Group | History | Reduced | 26,305 | 2,410 | 1.84% | 2.61% | 640 | -12,600 | -32.39% | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 26,218 | 2,402 | 0.57% | 0.53% | 641 | +1,154 | 4.6% | Q1 2026 | May 11, 2026 |
| Strategent Financial, LLC | History | Reduced | 25,973 | 2,380 | 1.62% | 2.13% | 642 | -10,923 | -29.6% | Q1 2026 | Apr 20, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 25,943 | 2,377 | 0.25% | 1.59% | 643 | -133,446 | -83.72% | Q1 2026 | Apr 28, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 25,964 | 2,372 | 0.22% | 0.26% | 644 | -2,137 | -7.6% | Q1 2026 | Apr 09, 2026 |
| Copley Financial Group, Inc. | History | Added to | 25,702 | 2,355 | 1.42% | 1.25% | 645 | +3,567 | 16.11% | Q1 2026 | May 15, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 25,647 | 2,350 | 0.97% | 0.95% | 646 | +680 | 2.72% | Q1 2026 | May 07, 2026 |
| Axim Planning & Wealth | History | Added to | 25,321 | 2,320 | 2.81% | 1.69% | 647 | +7,749 | 44.1% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 25,232 | 2,312 | 0.08% | 0.03% | 648 | +17,750 | 237.24% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 25,153 | 2,305 | 0.0% | 0.0% | 649 | -3,241 | -11.41% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 24,923 | 2,282 | 0.15% | 0.06% | 650 | +15,088 | 153.41% | Q1 2026 | Apr 22, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 24,718 | 2,265 | 0.48% | 0.49% | 651 | -442 | -1.76% | Q1 2026 | May 12, 2026 |
| Adams Wealth Management | History | Reduced | 24,589 | 2,253 | 0.49% | 0.6% | 652 | -6,109 | -19.9% | Q1 2026 | May 11, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 24,101 | 2,208 | 1.16% | — | 653 | +24,101 | New | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 24,088 | 2,207 | 0.18% | 0.17% | 654 | +2,319 | 10.65% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 23,916 | 2,191 | 0.12% | 0.04% | 655 | +12,606 | 111.46% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 23,883 | 2,188 | 1.66% | 1.73% | 656 | -832 | -3.37% | Q1 2026 | Jun 03, 2026 |
| NWF Advisory Services Inc. | History | Added to | 23,600 | 2,162 | 0.24% | 0.23% | 657 | +636 | 2.77% | Q1 2026 | May 04, 2026 |
| Richmond Investment Services, LLC | History | Added to | 23,397 | 2,144 | 0.35% | 0.13% | 658 | +14,996 | 178.5% | Q1 2026 | Apr 29, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 23,246 | 2,130 | 0.53% | 0.85% | 659 | -820 | -3.41% | Q1 2026 | May 15, 2026 |
| Arrington Capital Management, LLC | History | New | 23,098 | 2,116 | 2.18% | — | 660 | +23,098 | New | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 23,071 | 2,114 | 0.63% | 0.71% | 661 | -2,307 | -9.09% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 22,900 | 2,098 | 0.2% | 0.4% | 662 | -23,250 | -50.38% | Q1 2026 | May 06, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 22,690 | 2,079 | 1.82% | 4.99% | 663 | -38,886 | -63.15% | Q1 2026 | May 04, 2026 |
| Innova Wealth Partners | History | Added to | 22,679 | 2,078 | 0.98% | 0.18% | 664 | +18,668 | 465.42% | Q1 2026 | Apr 24, 2026 |
| Bricktown Capital, LLC | History | No change | 22,496 | 2,061 | 0.41% | 0.35% | 665 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 22,472 | 2,059 | 0.63% | — | 666 | +22,472 | New | Q1 2026 | May 05, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 22,292 | 2,042 | 0.88% | — | 667 | +22,292 | New | Q1 2026 | Aug 07, 2026 |
| Stone Wealth Partners | History | Reduced | 22,192 | 2,033 | 1.83% | 2.6% | 668 | -9,828 | -30.69% | Q1 2026 | May 07, 2026 |
| Nutshell Asset Management Ltd | History | Reduced | 22,106 | 2,025 | 1.1% | 11.08% | 670 | -317,894 | -93.5% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 22,106 | 2,025 | 0.15% | 0.33% | 669 | -26,684 | -54.69% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 22,001 | 2,016 | 0.04% | 0.04% | 671 | -2,621 | -10.64% | Q1 2026 | May 15, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 22,000 | 2,016 | 0.82% | 0.96% | 672 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hara Capital LLC | History | Added to | 21,964 | 2,012 | 1.0% | 0.85% | 673 | +5,150 | 30.63% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,903 | 2,007 | 0.01% | 0.02% | 675 | -43,047 | -66.28% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 21,910 | 2,007 | 0.01% | 0.01% | 674 | -789 | -3.48% | Q1 2026 | May 11, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 21,933 | 2,006 | 0.25% | 0.25% | 676 | +1,499 | 7.34% | Q1 2026 | Apr 20, 2026 |
| Murchinson Ltd. | History | New | 21,844 | 2,001 | 0.25% | — | 678 | +21,844 | New | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 21,841 | 2,001 | 0.02% | 0.02% | 677 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 21,740 | 1,992 | 0.26% | 0.22% | 679 | +3,322 | 18.04% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 21,723 | 1,990 | 0.07% | 0.03% | 680 | +11,720 | 117.16% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 21,627 | 1,981 | 0.07% | 0.0% | 681 | +21,494 | 16160.9% | Q1 2026 | May 07, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 21,460 | 1,966 | 0.2% | 0.2% | 682 | +362 | 1.72% | Q1 2026 | Apr 22, 2026 |
| HFG Advisors, Inc. | History | Added to | 21,340 | 1,955 | 1.38% | 0.86% | 683 | +8,355 | 64.34% | Q1 2026 | May 08, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 21,192 | 1,942 | 0.68% | 0.8% | 684 | -1,137 | -5.09% | Q1 2026 | Apr 24, 2026 |
| Financial Planning Fort Collins, LLC | History | Reduced | 21,151 | 1,937 | 1.45% | 1.72% | 685 | -280 | -1.31% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 21,022 | 1,926 | 1.53% | 1.73% | 686 | -2,854 | -11.95% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,896 | 1,914 | 0.05% | 0.04% | 687 | +7,274 | 53.4% | Q1 2026 | Apr 09, 2026 |
| LVW Advisors, LLC | History | Reduced | 20,730 | 1,899 | 0.18% | 0.27% | 688 | -8,388 | -28.81% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,701 | 1,897 | 0.03% | 0.02% | 689 | +9,158 | 79.34% | Q1 2026 | Jun 02, 2026 |
| Black Swift Group, LLC | History | Added to | 20,680 | 1,895 | 0.33% | 0.32% | 690 | +1,570 | 8.22% | Q1 2026 | Apr 24, 2026 |
| BayBridge Capital Group, LLC | History | No change | 20,612 | 1,883 | 1.17% | 1.17% | 691 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 20,418 | 1,871 | 1.34% | 1.37% | 692 | -600 | -2.85% | Q1 2026 | May 12, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 20,309 | 1,861 | 0.34% | 0.49% | 693 | -9,293 | -31.39% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,283 | 1,858 | 0.05% | 0.04% | 694 | +4,882 | 31.7% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Added to | 20,016 | 1,834 | 0.0% | 0.0% | 695 | +2,219 | 12.47% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 19,931 | 1,826 | 1.13% | 0.82% | 696 | +4,594 | 29.95% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 19,865 | 1,815 | 0.13% | 0.12% | 697 | +636 | 3.31% | Q1 2026 | May 01, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 19,617 | 1,797 | 1.63% | 2.59% | 698 | -11,514 | -36.99% | Q1 2026 | May 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 19,597 | 1,795 | 0.09% | 0.07% | 699 | +6,043 | 44.58% | Q1 2026 | Apr 13, 2026 |
| Diligent Investors, LLC | History | No change | 19,500 | 1,786 | 0.44% | 0.44% | 700 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 19,392 | 1,777 | 0.16% | 0.22% | 701 | -1,083 | -5.29% | Q1 2026 | May 12, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 19,299 | 1,768 | 0.59% | 0.96% | 702 | -12,264 | -38.86% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 19,097 | 1,750 | 0.19% | 0.19% | 703 | -199 | -1.03% | Q1 2026 | Apr 28, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 19,103 | 1,750 | 0.15% | 0.15% | 704 | -104 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 18,943 | 1,735 | 0.35% | 0.12% | 705 | +12,402 | 189.6% | Q1 2026 | May 01, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 18,650 | 1,709 | 1.14% | 0.93% | 706 | +1,600 | 9.38% | Q1 2026 | Apr 16, 2026 |
| Covestor Ltd | History | Added to | 18,521 | 1,697 | 1.18% | 0.07% | 707 | +16,967 | 1091.83% | Q1 2026 | May 05, 2026 |
| GatePass Capital, LLC | History | Reduced | 18,450 | 1,690 | 0.79% | 0.97% | 708 | -2,050 | -10.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 18,386 | 1,684 | 0.19% | 0.17% | 709 | -1 | -0.01% | Q1 2026 | Apr 15, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 18,357 | 1,682 | 0.35% | 0.25% | 710 | +6,313 | 52.42% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 18,122 | 1,660 | 0.0% | 0.0% | 711 | +1,792 | 10.97% | Q1 2026 | May 13, 2026 |
| Outbound Financial Inc | History | Reduced | 18,008 | 1,650 | 1.24% | 1.41% | 712 | -1,822 | -9.19% | Q1 2026 | Jul 15, 2026 |
| ZEGA Investments, LLC | History | Reduced | 17,991 | 1,648 | 0.19% | 0.26% | 713 | -6,030 | -25.1% | Q1 2026 | May 08, 2026 |
| Thompson David Blair | History | Added to | 17,844 | 1,635 | 0.94% | 0.42% | 714 | +9,749 | 120.43% | Q1 2026 | Aug 14, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 17,735 | 1,625 | 1.57% | 0.23% | 715 | +14,928 | 531.81% | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 17,680 | 1,620 | 0.17% | 0.12% | 716 | +5,478 | 44.89% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 17,687 | 1,620 | 0.2% | 0.2% | 717 | -912 | -4.9% | Q1 2026 | May 05, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 17,665 | 1,618 | 0.32% | 0.31% | 718 | +38 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Traub Capital Management LLC | History | Reduced | 17,224 | 1,578 | 1.57% | 1.56% | 719 | -570 | -3.2% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 17,084 | 1,565 | 0.02% | 0.02% | 720 | +610 | 3.7% | Q1 2026 | Apr 10, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 17,040 | 1,561 | 1.65% | 4.51% | 721 | -30,556 | -64.2% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,004 | 1,558 | 0.1% | 0.14% | 722 | -14,259 | -45.61% | Q1 2026 | Apr 28, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 16,982 | 1,556 | 0.45% | 0.09% | 723 | +13,559 | 396.11% | Q1 2026 | May 07, 2026 |
| Entruity Wealth, LLC | History | Reduced | 16,972 | 1,555 | 1.06% | 1.2% | 724 | -1,428 | -7.76% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 16,820 | 1,541 | 0.03% | 0.03% | 725 | -2,549 | -13.16% | Q1 2026 | Apr 07, 2026 |
| United Advisor Group, LLC | History | Added to | 16,577 | 1,519 | 0.19% | 0.05% | 726 | +12,172 | 276.32% | Q1 2026 | Apr 17, 2026 |
| Robinswood Financial LLC | History | Reduced | 16,567 | 1,518 | 0.48% | 0.71% | 727 | -7,554 | -31.32% | Q1 2026 | Jul 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 16,560 | 1,517 | 0.18% | 0.19% | 728 | -1,095 | -6.2% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 16,525 | 1,514 | 0.0% | 0.01% | 729 | -57,440 | -77.66% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 16,524 | 1,514 | 0.86% | 1.63% | 730 | -21,193 | -56.19% | Q1 2026 | May 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 16,480 | 1,510 | 0.01% | 0.0% | 731 | +11,790 | 251.39% | Q1 2026 | May 08, 2026 |
| Third View Private Wealth, LLC | History | Added to | 16,430 | 1,505 | 0.21% | 0.17% | 732 | +2,272 | 16.05% | Q1 2026 | Apr 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 16,422 | 1,504 | 0.1% | 0.09% | 733 | -67 | -0.41% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 16,393 | 1,502 | 0.02% | 0.02% | 734 | -4,287 | -20.73% | Q1 2026 | May 06, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 16,380 | 1,501 | 0.08% | 0.54% | 735 | -94,779 | -85.26% | Q1 2026 | May 01, 2026 |
| Private Wealth Group, LLC | History | Reduced | 16,314 | 1,495 | 0.7% | 0.79% | 736 | -1,615 | -9.01% | Q1 2026 | Apr 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 16,295 | 1,493 | 0.1% | 0.1% | 737 | -25 | -0.15% | Q1 2026 | Apr 16, 2026 |
| Tidemark, LLC | History | Added to | 16,260 | 1,490 | 0.38% | 0.34% | 738 | +3,240 | 24.88% | Q1 2026 | May 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 16,250 | 1,489 | 0.47% | 0.5% | 739 | -530 | -3.16% | Q1 2026 | May 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 16,163 | 1,481 | 0.47% | 0.45% | 740 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 15,886 | 1,455 | 0.44% | 0.47% | 741 | -521 | -3.18% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 15,841 | 1,451 | 0.07% | 0.08% | 742 | -523 | -3.2% | Q1 2026 | Apr 15, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | Reduced | 15,774 | 1,445 | 0.46% | 0.82% | 743 | -14,047 | -47.1% | Q1 2026 | May 14, 2026 |
| First Citizens Financial Corp | History | Added to | 15,745 | 1,442 | 0.68% | 0.67% | 744 | +814 | 5.45% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Added to | 15,637 | 1,433 | 0.04% | 0.03% | 745 | +5,296 | 51.21% | Q1 2026 | May 14, 2026 |
| Waycross Investment Management Co | History | Added to | 15,552 | 1,425 | 1.36% | 0.87% | 746 | +4,666 | 42.86% | Q1 2026 | Apr 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 15,511 | 1,421 | 0.33% | 0.36% | 747 | +343 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Catalyst Capital Advisors LLC | History | New | 15,500 | 1,420 | 0.03% | — | 748 | +15,500 | New | Q1 2026 | May 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 15,456 | 1,416 | 0.34% | 0.28% | 749 | +3,187 | 25.98% | Q1 2026 | Apr 10, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 15,442 | 1,415 | 0.92% | 0.75% | 750 | +2,375 | 18.18% | Q1 2026 | Apr 21, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 15,416 | 1,412 | 0.87% | — | 751 | +15,416 | New | Q1 2026 | Apr 28, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 15,382 | 1,409 | 0.4% | 0.12% | 752 | +10,704 | 228.82% | Q1 2026 | Apr 23, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 15,316 | 1,403 | 0.78% | 8.22% | 753 | -157,048 | -91.11% | Q1 2026 | Apr 10, 2026 |
| Arlington Trust Co LLC | History | Added to | 15,220 | 1,394 | 0.12% | 0.13% | 754 | +1,640 | 12.08% | Q1 2026 | Apr 08, 2026 |
| Colonial River Investments, LLC | History | Reduced | 15,118 | 1,385 | 0.5% | 0.54% | 755 | -1,495 | -9.0% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisors | History | Added to | 15,106 | 1,384 | 0.52% | 0.49% | 756 | +471 | 3.22% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 15,026 | 1,376 | 0.02% | 0.01% | 757 | +9,572 | 175.5% | Q1 2026 | Apr 20, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 15,000 | 1,374 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Naviter Wealth, LLC | History | Reduced | 14,981 | 1,372 | 0.17% | 0.21% | 759 | -2,455 | -14.08% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 14,927 | 1,367 | 0.08% | 0.08% | 760 | -2,639 | -15.02% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Added to | 14,825 | 1,358 | 0.09% | 0.1% | 761 | +1,244 | 9.16% | Q1 2026 | Apr 20, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 14,771 | 1,353 | 0.32% | 2.93% | 762 | -120,511 | -89.08% | Q1 2026 | Jul 16, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 14,717 | 1,348 | 1.51% | 14.2% | 763 | -128,959 | -89.76% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 14,664 | 1,343 | 0.14% | 0.03% | 764 | +11,827 | 416.88% | Q1 2026 | Apr 22, 2026 |
| Tactive Advisors, LLC | History | Reduced | 14,625 | 1,340 | 0.38% | 0.86% | 765 | -17,607 | -54.63% | Q1 2026 | Apr 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 14,620 | 1,339 | 0.28% | 0.29% | 766 | -195 | -1.32% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 14,598 | 1,338 | 0.16% | 0.32% | 767 | -7,774 | -34.75% | Q1 2026 | Jun 01, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 14,581 | 1,336 | 1.4% | 1.23% | 768 | +7,444 | 104.3% | Q1 2026 | May 13, 2026 |
| Marion Wealth Management | History | Added to | 14,568 | 1,335 | 0.3% | 0.1% | 769 | +9,838 | 207.99% | Q1 2026 | May 12, 2026 |
| DORVAL Corp | History | Added to | 14,474 | 1,326 | 0.41% | 0.39% | 770 | +1,057 | 7.88% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Added to | 14,432 | 1,322 | 0.32% | 0.32% | 771 | +813 | 5.97% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 14,424 | 1,321 | 0.1% | 0.08% | 772 | +8,818 | 157.3% | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | New | 14,389 | 1,318 | 0.39% | — | 773 | +14,389 | New | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 14,354 | 1,315 | 0.67% | 0.73% | 774 | +2,508 | 21.17% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 14,207 | 1,301 | 0.57% | 0.51% | 775 | +1,526 | 12.03% | Q1 2026 | May 12, 2026 |
| Retireful, LLC | History | Reduced | 14,074 | 1,289 | 1.82% | 1.71% | 776 | -892 | -5.96% | Q1 2026 | Apr 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 13,926 | 1,276 | 0.66% | 7.17% | 777 | -118,818 | -89.51% | Q1 2026 | May 11, 2026 |
| Collier Financial | History | Reduced | 13,924 | 1,275 | 0.97% | 1.03% | 778 | -1,022 | -6.84% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 13,872 | 1,271 | 0.04% | 0.03% | 780 | +2,357 | 20.47% | Q1 2026 | May 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 13,875 | 1,271 | 0.01% | 0.01% | 779 | -650 | -4.48% | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 13,846 | 1,268 | 0.13% | 1.4% | 781 | -132,960 | -90.57% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,794 | 1,264 | 0.01% | 0.01% | 782 | +836 | 6.45% | Q1 2026 | May 06, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 13,687 | 1,254 | 0.17% | 0.2% | 783 | -1,753 | -11.35% | Q1 2026 | Apr 21, 2026 |
| SB Capital Management Inc | History | No change | 13,691 | 1,251 | 0.46% | 0.46% | 784 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 13,625 | 1,248 | 0.15% | 0.05% | 785 | +9,288 | 214.16% | Q1 2026 | Apr 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 13,611 | 1,247 | 0.26% | 0.66% | 786 | -18,891 | -58.12% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 13,565 | 1,243 | 0.85% | 0.86% | 787 | -146 | -1.06% | Q1 2026 | Apr 08, 2026 |
| Phraction Management LLC | History | New | 13,538 | 1,240 | 0.26% | — | 788 | +13,538 | New | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 13,528 | 1,239 | 0.08% | 0.08% | 789 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,489 | 1,236 | 0.01% | 0.0% | 791 | +8,063 | 148.6% | Q1 2026 | Apr 27, 2026 |
| Capital CS Group, LLC | History | Added to | 13,489 | 1,236 | 2.54% | 1.88% | 790 | +142 | 1.06% | Q1 2026 | May 13, 2026 |
| Aspire Private Capital, LLC | History | New | 13,258 | 1,214 | 0.27% | — | 792 | +13,258 | New | Q1 2026 | Apr 22, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 13,195 | 1,209 | 0.21% | — | 793 | +13,195 | New | Q1 2026 | Apr 09, 2026 |
| Eddie Patel Inc | History | Reduced | 13,176 | 1,207 | 0.93% | 1.2% | 794 | -4,426 | -25.14% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,089 | 1,196 | 0.06% | 0.07% | 795 | -3,706 | -22.07% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Added to | 12,993 | 1,190 | 0.04% | 0.01% | 796 | +10,242 | 372.3% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 12,985 | 1,189 | 0.16% | 0.39% | 797 | -16,804 | -56.41% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 12,871 | 1,179 | 0.18% | 0.11% | 798 | +5,462 | 73.72% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,847 | 1,177 | 0.01% | 0.01% | 799 | +2,217 | 20.86% | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 12,780 | 1,171 | 0.27% | 0.42% | 800 | -7,202 | -36.04% | Q1 2026 | May 08, 2026 |
| Castleview Partners, LLC | History | Reduced | 12,651 | 1,159 | 0.59% | 0.61% | 801 | -840 | -6.23% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,554 | 1,150 | 0.06% | 0.05% | 802 | +6,632 | 111.99% | Q1 2026 | Apr 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 12,543 | 1,149 | 0.44% | 0.51% | 803 | -2,810 | -18.3% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 12,522 | 1,147 | 0.0% | 0.0% | 804 | +7,800 | 165.18% | Q1 2026 | May 05, 2026 |
| Rockport Wealth LLC | History | Reduced | 12,479 | 1,143 | 0.21% | 0.24% | 805 | -908 | -6.78% | Q1 2026 | May 05, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 12,384 | 1,134 | 0.77% | 0.8% | 806 | +11 | 0.09% | Q1 2026 | May 08, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 12,338 | 1,130 | 0.13% | 0.14% | 807 | +14 | 0.11% | Q1 2026 | Apr 13, 2026 |
| VestGen Investment Management | History | Added to | 12,138 | 1,112 | 0.61% | 0.23% | 808 | +7,667 | 171.48% | Q1 2026 | May 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 12,026 | 1,102 | 0.42% | 0.43% | 809 | -655 | -5.17% | Q1 2026 | May 14, 2026 |
| Intellectus Partners, LLC | History | New | 12,007 | 1,100 | 0.22% | — | 810 | +12,007 | New | Q1 2026 | Apr 10, 2026 |
| Welch Group, LLC | History | Added to | 11,877 | 1,088 | 0.04% | 0.04% | 811 | +349 | 3.03% | Q1 2026 | Apr 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,863 | 1,087 | 0.55% | 0.58% | 812 | -36 | -0.3% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 11,868 | 1,086 | 0.07% | 0.02% | 813 | +8,333 | 235.73% | Q1 2026 | Apr 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 11,848 | 1,085 | 0.37% | 0.35% | 814 | +271 | 2.34% | Q1 2026 | May 13, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 11,806 | 1,081 | 0.38% | 0.6% | 815 | -7,873 | -40.01% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Reduced | 11,730 | 1,074 | 0.28% | 0.45% | 816 | -6,755 | -36.54% | Q1 2026 | May 12, 2026 |
| Centennial Advisors, LLC | History | Added to | 11,691 | 1,071 | 1.36% | 1.23% | 817 | +1,349 | 13.04% | Q1 2026 | Apr 21, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 11,571 | 1,060 | 0.26% | 0.26% | 818 | +3 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,544 | 1,057 | 0.01% | — | 820 | +11,544 | New | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 11,535 | 1,057 | 0.08% | 0.07% | 819 | +535 | 4.86% | Q1 2026 | Apr 10, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 11,483 | 1,050 | 0.62% | 12.44% | 821 | -52,566 | -82.07% | Q1 2026 | Jun 16, 2026 |
| Guardian Partners Inc. | History | Reduced | 11,395 | 1,046 | 0.09% | 0.09% | 822 | -732 | -6.04% | Q1 2026 | May 15, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 11,378 | 1,042 | 0.65% | 0.6% | 823 | +1,019 | 9.84% | Q1 2026 | Aug 10, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,375 | 1,042 | 0.15% | 0.16% | 824 | -756 | -6.23% | Q1 2026 | Apr 17, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 11,364 | 1,041 | 0.02% | 0.03% | 825 | -1,758 | -13.4% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 11,350 | 1,040 | 0.04% | 0.04% | 826 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,292 | 1,034 | 0.47% | 0.09% | 827 | +8,975 | 387.35% | Q1 2026 | Apr 27, 2026 |
| Karpus Management, Inc. | History | Added to | 11,240 | 1,030 | 0.03% | 0.02% | 828 | +4,950 | 78.7% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 11,248 | 1,030 | 0.14% | 0.24% | 831 | +1,741 | 18.31% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,244 | 1,030 | 0.05% | 0.06% | 830 | -442 | -3.78% | Q1 2026 | Apr 23, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 11,247 | 1,030 | 0.13% | 0.13% | 829 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Janney Capital Management LLC | History | No change | 11,206 | 1,024 | 0.06% | 0.06% | 832 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Andina Capital Management, LLC | History | Reduced | 11,144 | 1,021 | 0.9% | 1.35% | 833 | -13,353 | -54.51% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 11,068 | 1,014 | 0.15% | 0.1% | 834 | +3,675 | 49.71% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,062 | 1,013 | 0.06% | 0.05% | 835 | +679 | 6.54% | Q1 2026 | Apr 24, 2026 |
| Addison Capital Co | History | Reduced | 11,029 | 1,010 | 0.18% | 0.26% | 836 | -327 | -2.88% | Q1 2026 | Apr 29, 2026 |
| Advisor Resource Council | History | Added to | 11,017 | 1,009 | 0.33% | 0.14% | 838 | +6,589 | 148.8% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,011 | 1,009 | 0.12% | 0.14% | 837 | -344 | -3.03% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 10,863 | 995 | 0.11% | 0.45% | 839 | -31,229 | -74.19% | Q1 2026 | Apr 07, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | New | 10,844 | 993 | 0.37% | — | 840 | +10,844 | New | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Added to | 10,776 | 987 | 0.1% | 0.04% | 841 | +7,127 | 195.31% | Q1 2026 | Apr 23, 2026 |
| Verum Partners LLC | History | Reduced | 10,705 | 981 | 0.19% | 0.27% | 842 | -3,686 | -25.61% | Q1 2026 | Apr 15, 2026 |
| Sunpointe, LLC | History | Added to | 10,709 | 981 | 0.32% | 0.27% | 843 | +1,631 | 17.97% | Q1 2026 | Apr 21, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 10,614 | 972 | 0.17% | 0.1% | 844 | +4,492 | 73.37% | Q1 2026 | May 05, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 10,625 | 971 | 0.94% | 0.94% | 845 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pointe Capital Management LLC | History | Added to | 10,591 | 970 | 0.48% | 0.43% | 846 | +1,183 | 12.57% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 10,499 | 962 | 0.0% | — | 847 | +10,499 | New | Q1 2026 | May 04, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 10,496 | 961 | 0.36% | 0.31% | 848 | +1,450 | 16.03% | Q1 2026 | May 18, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 10,416 | 954 | 0.21% | 0.3% | 849 | -4,019 | -27.84% | Q1 2026 | Apr 23, 2026 |
| PFW Advisors LLC | History | Added to | 10,408 | 953 | 0.3% | 0.08% | 850 | +7,567 | 266.35% | Q1 2026 | Apr 10, 2026 |
| Brand Asset Management Group, Inc. | History | New | 10,336 | 947 | 0.25% | — | 851 | +10,336 | New | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,238 | 938 | 0.06% | 0.06% | 852 | -914 | -8.2% | Q1 2026 | Apr 13, 2026 |
| TFR Capital, LLC. | History | Added to | 10,226 | 937 | 0.29% | 0.31% | 853 | +24 | 0.24% | Q1 2026 | May 04, 2026 |
| Significant Wealth Partners LLC | History | Added to | 10,116 | 927 | 1.14% | 0.67% | 855 | +3,535 | 53.72% | Q1 2026 | Apr 08, 2026 |
| Royal Fund Management, LLC | History | Added to | 10,124 | 927 | 0.09% | 0.08% | 854 | +551 | 5.76% | Q1 2026 | May 19, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 10,070 | 922 | 0.41% | 0.77% | 856 | -5,827 | -36.65% | Q1 2026 | Apr 28, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,040 | 920 | 0.2% | 0.19% | 857 | +917 | 10.05% | Q1 2026 | May 05, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 10,038 | 919 | 0.45% | 0.45% | 858 | +298 | 3.06% | Q1 2026 | Apr 27, 2026 |
| Holos Integrated Wealth LLC | History | New | 10,015 | 915 | 0.46% | — | 859 | +10,015 | New | Q1 2026 | Apr 08, 2026 |
| Wealth Architects, LLC | History | Added to | 9,916 | 908 | 0.08% | 0.05% | 860 | +3,590 | 56.75% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,892 | 906 | 0.0% | 0.0% | 861 | -2,489 | -20.1% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Reduced | 9,861 | 903 | 0.29% | 0.26% | 862 | -369 | -3.61% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,845 | 902 | 0.04% | 0.02% | 863 | +3,494 | 55.01% | Q1 2026 | May 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 9,808 | 898 | 0.57% | 0.95% | 864 | -6,424 | -39.58% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,780 | 896 | 0.0% | 0.0% | 865 | -39,960 | -80.34% | Q1 2026 | May 15, 2026 |
| Souders Financial Advisors | History | Reduced | 9,739 | 892 | 0.1% | 0.16% | 866 | -5,366 | -35.52% | Q1 2026 | May 04, 2026 |
| Broussard Financial Group LLC | History | Reduced | 9,664 | 885 | 0.71% | 1.22% | 867 | -6,820 | -41.37% | Q1 2026 | Apr 29, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | New | 9,570 | 876 | 0.06% | — | 868 | +9,570 | New | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 9,541 | 874 | 0.02% | 0.03% | 869 | -7,990 | -45.58% | Q1 2026 | May 13, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 9,520 | 872 | 0.11% | 0.12% | 870 | -1,980 | -17.22% | Q1 2026 | May 14, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 9,404 | 861 | 0.13% | 0.07% | 871 | +3,819 | 68.38% | Q1 2026 | May 04, 2026 |
| CMC Financial Group | History | Reduced | 9,373 | 858 | 1.68% | 1.98% | 872 | -2,797 | -22.98% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 9,346 | 856 | 0.06% | 0.06% | 873 | +11 | 0.12% | Q1 2026 | Jul 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 9,305 | 852 | 0.23% | 0.14% | 874 | +5,629 | 153.13% | Q1 2026 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,307 | 851 | 0.23% | 0.2% | 875 | +1,022 | 12.34% | Q1 2026 | Apr 30, 2026 |
| Alhambra Investment Management LLC | History | Added to | 9,285 | 850 | 0.39% | 0.39% | 876 | +199 | 2.19% | Q1 2026 | Apr 15, 2026 |
| Intellus Advisors LLC | History | Added to | 9,254 | 848 | 0.12% | 0.06% | 877 | +4,039 | 77.45% | Q1 2026 | May 07, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 9,227 | 845 | 0.34% | 0.36% | 878 | -334 | -3.49% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | Reduced | 9,214 | 844 | 0.06% | 0.3% | 879 | -32,136 | -77.72% | Q1 2026 | May 08, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 9,167 | 840 | 0.39% | 0.41% | 880 | -843 | -8.42% | Q1 2026 | Apr 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 9,128 | 836 | 0.85% | 0.62% | 881 | +2,310 | 33.88% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | No change | 8,995 | 824 | 0.03% | 0.03% | 882 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 8,990 | 823 | 0.36% | 0.45% | 883 | -980 | -9.83% | Q1 2026 | Apr 24, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,965 | 821 | 0.12% | 0.15% | 884 | -1,974 | -18.05% | Q1 2026 | Apr 16, 2026 |
| Five Pine Wealth Management | History | Reduced | 8,931 | 818 | 0.51% | 0.74% | 885 | -3,671 | -29.13% | Q1 2026 | Apr 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 8,932 | 818 | 0.2% | 0.18% | 886 | +1,565 | 21.24% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 8,906 | 816 | 0.02% | 0.05% | 887 | -8,033 | -47.42% | Q1 2026 | May 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 8,848 | 809 | 0.01% | 0.01% | 888 | -243 | -2.67% | Q1 2026 | Apr 29, 2026 |
| Briaud Financial Planning Inc | History | Added to | 8,796 | 806 | 0.21% | 0.14% | 889 | +2,660 | 43.35% | Q1 2026 | Apr 10, 2026 |
| Presper Financial Architects, LLC | History | Added to | 8,782 | 804 | 0.48% | 0.45% | 890 | +26 | 0.3% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,752 | 802 | 0.0% | 0.0% | 891 | -4,919 | -35.98% | Q1 2026 | May 08, 2026 |
| TPG Financial Advisors, LLC | History | New | 8,749 | 801 | 0.26% | — | 892 | +8,749 | New | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 8,720 | 796 | 0.14% | 0.14% | 893 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 8,665 | 794 | 0.23% | — | 894 | +8,665 | New | Q1 2026 | Apr 28, 2026 |
| Stokes Family Office, LLC | History | No change | 8,600 | 788 | 0.08% | 0.07% | 895 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 8,514 | 780 | 0.09% | 0.06% | 896 | +2,998 | 54.35% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 8,509 | 779 | 0.13% | 0.1% | 897 | +1,611 | 23.35% | Q1 2026 | Apr 16, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 8,489 | 777 | 0.13% | — | 899 | +8,489 | New | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,489 | 777 | 0.01% | 0.01% | 898 | +2,135 | 33.6% | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | New | 8,452 | 774 | 0.75% | — | 900 | +8,452 | New | Q1 2026 | Apr 02, 2026 |
| Destination Wealth Management | History | Added to | 8,434 | 772 | 0.02% | 0.01% | 901 | +4,724 | 127.33% | Q1 2026 | May 15, 2026 |
| Invariant Investment Management | History | Reduced | 8,356 | 764 | 0.47% | 0.52% | 902 | -540 | -6.07% | Q1 2026 | Apr 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,335 | 763 | 0.26% | 0.0% | 903 | +8,302 | 25157.58% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 8,307 | 761 | 0.09% | 0.1% | 904 | -59 | -0.71% | Q1 2026 | Apr 20, 2026 |
| Creekside Partners | History | Added to | 8,216 | 752 | 0.31% | 0.31% | 905 | +218 | 2.73% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,162 | 747 | 0.02% | 0.02% | 906 | -3,604 | -30.63% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 8,122 | 744 | 0.43% | — | 907 | +8,122 | New | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,027 | 735 | 0.02% | 0.02% | 908 | -796 | -9.02% | Q1 2026 | May 04, 2026 |
| Humankind Investments LLC | History | Reduced | 8,000 | 733 | 0.42% | 1.33% | 910 | -24,500 | -75.38% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,003 | 733 | 0.01% | 0.0% | 909 | +2,612 | 48.45% | Q1 2026 | May 08, 2026 |
| MONEYWISE, INC. | History | New | 7,857 | 720 | 0.31% | — | 911 | +7,857 | New | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,849 | 719 | 0.01% | 0.01% | 912 | +895 | 12.87% | Q1 2026 | Apr 14, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 7,819 | 716 | 0.13% | 0.5% | 913 | -25,116 | -76.26% | Q1 2026 | May 11, 2026 |
| Hobart Private Capital, LLC | History | Added to | 7,759 | 711 | 0.14% | 0.13% | 914 | +374 | 5.06% | Q1 2026 | Apr 07, 2026 |
| Realta Investment Advisors | History | Added to | 7,758 | 710 | 0.25% | 0.22% | 915 | +258 | 3.44% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 7,775 | 710 | 0.11% | 0.12% | 916 | +19 | 0.24% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,702 | 705 | 0.18% | 0.56% | 917 | -14,959 | -66.01% | Q1 2026 | Apr 29, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 7,672 | 703 | 0.47% | 1.26% | 918 | -12,152 | -61.3% | Q1 2026 | Apr 17, 2026 |
| LAVELLE CAPITAL LP | History | New | 7,650 | 701 | 0.44% | — | 919 | +7,650 | New | Q1 2026 | May 28, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 7,632 | 699 | 0.62% | 0.53% | 920 | +1,206 | 18.77% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 7,600 | 696 | 0.05% | — | 921 | +7,600 | New | Q1 2026 | May 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 7,485 | 685 | 0.13% | 0.14% | 922 | -573 | -7.11% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Management LLC | History | Reduced | 7,403 | 678 | 0.07% | 0.77% | 923 | -56,667 | -88.45% | Q1 2026 | May 11, 2026 |
| Beacon Bank & Trust | History | Reduced | 7,353 | 673 | 0.14% | 0.26% | 924 | -6,555 | -47.13% | Q1 2026 | Apr 28, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 7,312 | 670 | 0.37% | 0.35% | 926 | -472 | -6.06% | Q1 2026 | May 11, 2026 |
| Providence First Trust Co | History | No change | 7,315 | 670 | 0.24% | 0.23% | 925 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Miller Investment Management, LP | History | No change | 7,179 | 657 | 0.07% | 0.06% | 927 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summa Corp. | History | Added to | 7,095 | 650 | 0.27% | 0.27% | 928 | +84 | 1.2% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,029 | 644 | 0.01% | 0.0% | 929 | +3,676 | 109.63% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Added to | 6,992 | 640 | 0.11% | 0.0% | 931 | +6,916 | 9100.0% | Q1 2026 | May 05, 2026 |
| MAIRS & POWER INC | History | Added to | 6,985 | 640 | 0.01% | 0.01% | 930 | +547 | 8.5% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 6,875 | 630 | 0.06% | 0.05% | 933 | +996 | 16.94% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 6,877 | 630 | 0.06% | 0.07% | 932 | -787 | -10.27% | Q1 2026 | Apr 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 6,872 | 629 | 0.23% | 0.29% | 934 | -2,404 | -25.92% | Q1 2026 | Apr 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 6,784 | 621 | 0.15% | 0.14% | 935 | +526 | 8.41% | Q1 2026 | May 01, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 6,786 | 621 | 0.42% | 0.42% | 936 | +108 | 1.62% | Q1 2026 | Apr 28, 2026 |
| SFMG, LLC | History | Reduced | 6,733 | 617 | 0.04% | 0.06% | 938 | -2,331 | -25.72% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 6,740 | 617 | 0.39% | 0.31% | 939 | +1,802 | 36.49% | Q1 2026 | Apr 23, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 6,733 | 617 | 0.23% | 0.24% | 937 | -614 | -8.36% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 6,727 | 616 | 0.04% | 0.1% | 940 | -14,895 | -68.89% | Q1 2026 | May 11, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 6,730 | 616 | 0.27% | 0.26% | 941 | -610 | -8.31% | Q1 2026 | May 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 6,689 | 612 | 0.27% | — | 942 | +6,689 | New | Q1 2026 | May 04, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 6,653 | 608 | 0.19% | 0.21% | 943 | -117 | -1.73% | Q1 2026 | Apr 17, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 6,588 | 603 | 2.17% | 0.49% | 944 | +2,961 | 81.64% | Q1 2026 | Apr 21, 2026 |
| Platform Technology Partners | History | New | 6,557 | 600 | 0.12% | — | 945 | +6,557 | New | Q1 2026 | Apr 27, 2026 |
| Client First Investment Management LLC | History | Reduced | 6,535 | 598 | 0.31% | 0.34% | 946 | -632 | -8.82% | Q1 2026 | Apr 10, 2026 |
| Indivisible Partners | History | Reduced | 6,510 | 596 | 0.05% | 0.07% | 947 | -563 | -7.96% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | New | 6,491 | 594 | 0.01% | — | 948 | +6,491 | New | Q1 2026 | May 15, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 6,472 | 593 | 0.1% | 0.08% | 949 | +1,244 | 23.79% | Q1 2026 | Apr 13, 2026 |
| Ducere Wealth Management LLC | History | New | 6,454 | 591 | 0.24% | — | 950 | +6,454 | New | Q1 2026 | May 11, 2026 |
| Generation Capital Management LLC | History | Reduced | 6,352 | 582 | 0.43% | 0.38% | 952 | -129 | -1.99% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,353 | 582 | 0.01% | 0.01% | 951 | +7 | 0.11% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 6,345 | 581 | 0.01% | — | 954 | +6,345 | New | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 6,336 | 581 | 0.34% | — | 955 | +6,336 | New | Q1 2026 | May 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 6,343 | 581 | 0.05% | 0.05% | 953 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stiles Financial Services Inc | History | Reduced | 6,297 | 577 | 0.18% | 0.19% | 956 | -301 | -4.56% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,295 | 576 | 0.0% | 0.0% | 957 | -15,855 | -71.58% | Q1 2026 | May 14, 2026 |
| May Barnhard Investments LLC | History | Reduced | 6,269 | 574 | 0.28% | 0.31% | 958 | -1,028 | -14.09% | Q1 2026 | May 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,255 | 573 | 0.05% | 0.06% | 959 | -2,354 | -27.34% | Q1 2026 | Apr 22, 2026 |
| McAdam, LLC | History | Added to | 6,240 | 571 | 0.03% | 0.03% | 960 | +208 | 3.45% | Q1 2026 | May 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 6,213 | 569 | 0.01% | 0.01% | 961 | +1,121 | 22.01% | Q1 2026 | May 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 6,207 | 568 | 0.04% | 0.04% | 962 | +203 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 6,106 | 559 | 0.08% | — | 963 | +6,106 | New | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,098 | 558 | 0.32% | 0.53% | 964 | -4,049 | -39.9% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,060 | 555 | 0.02% | 0.02% | 965 | +34 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 5,993 | 549 | 0.04% | 0.04% | 966 | -475 | -7.34% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 5,956 | 544 | 0.11% | 0.09% | 967 | +2,644 | 79.83% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,902 | 540 | 0.24% | 0.19% | 968 | +1,365 | 30.09% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 5,840 | 535 | 0.25% | 0.24% | 969 | +162 | 2.85% | Q1 2026 | Apr 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 5,775 | 529 | 0.07% | 0.06% | 970 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,755 | 527 | 0.0% | 0.0% | 971 | -8,968 | -60.91% | Q1 2026 | May 14, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 5,721 | 524 | 0.43% | 0.44% | 972 | +148 | 2.66% | Q1 2026 | May 11, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 5,700 | 522 | 0.02% | 0.01% | 973 | +3,400 | 147.83% | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 5,700 | 522 | 0.23% | 0.28% | 976 | -1,970 | -25.68% | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 5,701 | 522 | 0.18% | 0.25% | 974 | -1,030 | -15.3% | Q1 2026 | May 14, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 5,700 | 522 | 0.37% | 0.34% | 975 | +500 | 9.62% | Q1 2026 | Apr 08, 2026 |
| Oxinas Partners, LLC | History | Added to | 5,597 | 512 | 0.23% | 0.24% | 977 | +37 | 0.67% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 5,570 | 510 | 0.04% | 0.04% | 979 | +31 | 0.56% | Q1 2026 | May 15, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 5,571 | 510 | 0.14% | 0.14% | 978 | +6 | 0.11% | Q1 2026 | May 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 5,565 | 509 | 0.35% | 0.32% | 980 | +430 | 8.37% | Q1 2026 | Apr 16, 2026 |
| ALONGSIDE, LLC | History | No change | 5,543 | 506 | 0.17% | 0.17% | 981 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,520 | 505 | 0.01% | 0.02% | 982 | -787 | -12.48% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,481 | 502 | 0.17% | 0.12% | 983 | +1,149 | 26.52% | Q1 2026 | May 15, 2026 |
| Schusterman Interests, LLC | History | No change | 5,460 | 500 | 0.13% | 0.11% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 5,446 | 499 | 0.33% | 0.28% | 985 | +1,057 | 24.08% | Q1 2026 | Apr 21, 2026 |
| Banque Transatlantique SA | History | New | 5,443 | 498 | 0.01% | — | 987 | +5,443 | New | Q1 2026 | May 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 5,442 | 498 | 0.41% | 0.43% | 986 | -626 | -10.32% | Q1 2026 | Apr 09, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,443 | 497 | 0.16% | 0.16% | 988 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WBI INVESTMENTS, LLC | History | New | 5,417 | 496 | 0.14% | — | 990 | +5,417 | New | Q1 2026 | May 11, 2026 |
| MILLINGTON SECURITIES, LLC | History | New | 5,417 | 496 | 0.14% | — | 991 | +5,417 | New | Q1 2026 | Jul 15, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 5,420 | 496 | 0.5% | 0.68% | 989 | -2,674 | -33.04% | Q1 2026 | May 13, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 5,404 | 494 | 0.37% | 0.42% | 992 | -266 | -4.69% | Q1 2026 | May 14, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 5,350 | 490 | 0.32% | 0.33% | 993 | -273 | -4.86% | Q1 2026 | Apr 07, 2026 |
| Peak Asset Management, LLC | History | Reduced | 5,284 | 484 | 0.09% | 0.09% | 994 | -491 | -8.5% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | Added to | 5,287 | 484 | 0.22% | 0.22% | 995 | +469 | 9.73% | Q1 2026 | May 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 5,270 | 482 | 0.13% | — | 998 | +5,270 | New | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,270 | 482 | 0.02% | 0.01% | 996 | +1,815 | 52.53% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 5,261 | 482 | 0.45% | 0.4% | 997 | +489 | 10.25% | Q1 2026 | Apr 07, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,250 | 481 | 0.15% | 0.16% | 999 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kings Path Partners LLC | History | Added to | 5,220 | 478 | 0.16% | 0.14% | 1000 | +895 | 20.69% | Q1 2026 | Aug 20, 2026 |
| Almanack Investment Partners, LLC. | History | New | 5,140 | 471 | 0.08% | — | 1001 | +5,140 | New | Q1 2026 | May 05, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 5,135 | 470 | 0.23% | 0.13% | 1002 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 5,110 | 468 | 0.29% | 0.16% | 1003 | +2,366 | 86.22% | Q1 2026 | Apr 21, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 5,053 | 463 | 0.44% | 0.26% | 1004 | +2,618 | 107.52% | Q1 2026 | May 15, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 5,025 | 460 | 0.15% | — | 1005 | +5,025 | New | Q1 2026 | Apr 21, 2026 |
| Capital Advisor Network LLC | History | New | 4,957 | 454 | 0.64% | — | 1007 | +4,957 | New | Q1 2026 | Aug 06, 2026 |
| DMC Group, LLC | History | Reduced | 4,963 | 454 | 0.31% | 0.32% | 1006 | -274 | -5.23% | Q1 2026 | Apr 30, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 4,935 | 452 | 0.4% | — | 1008 | +4,935 | New | Q1 2026 | Apr 16, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 4,916 | 450 | 0.3% | 0.31% | 1009 | -54 | -1.09% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Added to | 4,899 | 448 | 0.0% | 0.0% | 1010 | +120 | 2.51% | Q1 2026 | May 12, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 4,885 | 447 | 0.24% | 0.29% | 1011 | -1,208 | -19.83% | Q1 2026 | May 11, 2026 |
| United Asset Strategies, Inc. | History | Added to | 4,870 | 446 | 0.04% | 0.03% | 1012 | +620 | 14.59% | Q1 2026 | Apr 29, 2026 |
| Redwood Investment Management, LLC | History | Added to | 4,829 | 442 | 0.05% | 0.05% | 1013 | +28 | 0.58% | Q1 2026 | Jun 23, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 4,807 | 440 | 0.35% | 0.39% | 1014 | -631 | -11.6% | Q1 2026 | May 12, 2026 |
| DSG Capital Advisors, LLC | History | No change | 4,785 | 438 | 0.07% | 0.07% | 1015 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Attessa Capital LLC | History | New | 4,776 | 437 | 0.24% | — | 1016 | +4,776 | New | Q1 2026 | Apr 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,766 | 436 | 0.23% | 0.24% | 1017 | +78 | 1.66% | Q1 2026 | May 13, 2026 |
| Q3 Asset Management | History | New | 4,732 | 433 | 0.11% | — | 1018 | +4,732 | New | Q1 2026 | Apr 28, 2026 |
| Purkiss Capital Advisors LLC | History | New | 4,706 | 431 | 0.19% | — | 1020 | +4,706 | New | Q1 2026 | May 04, 2026 |
| Elm Partners Management LLC | History | Reduced | 4,709 | 431 | 0.02% | 0.03% | 1019 | -1,974 | -29.54% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | Reduced | 4,660 | 427 | 0.1% | 0.13% | 1021 | -1,906 | -29.03% | Q1 2026 | Apr 27, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 4,630 | 424 | 0.04% | — | 1022 | +4,630 | New | Q1 2026 | Apr 15, 2026 |
| TCP Asset Management, LLC | History | Reduced | 4,571 | 418 | 0.05% | 0.08% | 1024 | -410 | -8.23% | Q1 2026 | Apr 10, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 4,570 | 418 | 0.17% | 0.17% | 1023 | -98 | -2.1% | Q1 2026 | Apr 22, 2026 |
| FLP Wealth Management, LLC | History | New | 4,554 | 417 | 0.86% | — | 1026 | +4,554 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,553 | 417 | 0.02% | 0.02% | 1025 | +2 | 0.04% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,547 | 416 | 0.05% | 0.05% | 1027 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,534 | 415 | 0.04% | 0.04% | 1028 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 4,519 | 414 | 0.12% | 0.12% | 1029 | -2 | -0.04% | Q1 2026 | Apr 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 4,507 | 411 | 0.02% | 0.52% | 1030 | -117,307 | -96.3% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,449 | 407 | 0.01% | 0.02% | 1031 | -2,208 | -33.17% | Q1 2026 | May 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 4,435 | 406 | 0.04% | 0.04% | 1032 | -94 | -2.08% | Q1 2026 | Apr 27, 2026 |
| REBALANCE, LLC | History | No change | 4,426 | 405 | 0.02% | 0.02% | 1033 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 4,406 | 403 | 0.18% | 0.19% | 1034 | -138 | -3.04% | Q1 2026 | Apr 27, 2026 |
| Fielder Capital Group LLC | History | Added to | 4,385 | 401 | 0.09% | 0.06% | 1035 | +1,224 | 38.72% | Q1 2026 | May 12, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | New | 4,370 | 400 | 0.11% | — | 1037 | +4,370 | New | Q1 2026 | May 08, 2026 |
| Invst, LLC | History | Reduced | 4,375 | 400 | 0.05% | 0.04% | 1036 | -36 | -0.82% | Q1 2026 | May 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 4,276 | 391 | 0.29% | 0.17% | 1038 | +1,764 | 70.22% | Q1 2026 | Apr 23, 2026 |
| GFS Advisors, LLC | History | New | 4,714 | 389 | 0.05% | — | 1040 | +4,714 | New | Q1 2026 | Apr 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 4,248 | 389 | 0.01% | — | 1039 | +4,248 | New | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 4,219 | 386 | 0.4% | 0.37% | 1041 | +131 | 3.2% | Q1 2026 | Apr 16, 2026 |
| Hamilton Capital, LLC | History | Reduced | 4,210 | 385 | 0.02% | 0.02% | 1043 | -773 | -15.51% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,205 | 385 | 0.17% | 0.11% | 1044 | +69 | 1.67% | Q1 2026 | Apr 09, 2026 |
| Hirtle & Co., LLC | History | No change | 4,203 | 385 | 0.01% | 0.01% | 1042 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneAscent Investment Solutions LLC | History | Reduced | 4,195 | 384 | 0.38% | 0.45% | 1045 | -480 | -10.27% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Reduced | 4,178 | 382 | 0.09% | 0.11% | 1046 | -682 | -14.03% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,164 | 381 | 0.16% | 0.04% | 1047 | +2,939 | 239.92% | Q1 2026 | Apr 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 4,150 | 380 | 0.01% | 0.01% | 1048 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bond & Devick Financial Network, Inc. | History | New | 4,104 | 376 | 0.1% | — | 1049 | +4,104 | New | Q1 2026 | Apr 08, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 4,097 | 375 | 0.13% | 0.13% | 1050 | -16 | -0.39% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,073 | 373 | 0.03% | 0.06% | 1051 | -3,089 | -43.13% | Q1 2026 | Apr 16, 2026 |
| Van Diest Capital, LLC | History | Added to | 4,051 | 371 | 0.29% | 0.39% | 1053 | +1,218 | 42.99% | Q1 2026 | May 15, 2026 |
| SPG ADVISORS LLC | History | Added to | 4,059 | 371 | 5.65% | 3.67% | 1052 | +143 | 3.65% | Q1 2026 | May 14, 2026 |
| Cane Capital Partners, LLC | History | Reduced | 4,036 | 369 | 0.16% | 0.15% | 1054 | -60 | -1.46% | Q1 2026 | Apr 24, 2026 |
| Farrow Financial, Inc. | History | Reduced | 4,025 | 368 | 0.21% | 0.22% | 1055 | -138 | -3.31% | Q1 2026 | May 01, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 4,011 | 367 | 0.02% | — | 1059 | +4,011 | New | Q1 2026 | Apr 16, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | New | 4,007 | 367 | 0.35% | — | 1058 | +4,007 | New | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 4,015 | 367 | 0.03% | 0.03% | 1057 | +141 | 3.64% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4,008 | 367 | 0.01% | 0.01% | 1056 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mayfair Advisory Group, LLC | History | New | 4,000 | 366 | 0.13% | — | 1061 | +4,000 | New | Q1 2026 | Apr 21, 2026 |
| Texas Bank & Trust Co | History | New | 4,000 | 366 | 0.14% | — | 1062 | +4,000 | New | Q1 2026 | Apr 30, 2026 |
| GEM Asset Management, LLC | History | Added to | 4,000 | 366 | 0.16% | 0.14% | 1060 | +500 | 14.29% | Q1 2026 | Apr 10, 2026 |
| Inspire Advisors, LLC | History | Reduced | 3,957 | 362 | 0.03% | 0.1% | 1063 | -7,357 | -65.03% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 3,930 | 360 | 0.01% | 0.02% | 1064 | +45 | 1.16% | Q1 2026 | May 12, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 3,928 | 359 | 0.04% | 0.04% | 1066 | -403 | -9.31% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,926 | 359 | 0.01% | 0.01% | 1065 | +19 | 0.49% | Q1 2026 | May 14, 2026 |
| Veltria Advisors Corp. | History | New | 3,923 | 358 | 1.19% | — | 1067 | +3,923 | New | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 3,901 | 357 | 0.08% | 0.1% | 1068 | -580 | -12.94% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,888 | 356 | 0.12% | 0.19% | 1069 | -2,421 | -38.37% | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,884 | 355 | 0.02% | 0.02% | 1070 | -1,013 | -20.69% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,871 | 354 | 0.12% | 0.16% | 1071 | -1,134 | -22.66% | Q1 2026 | Apr 29, 2026 |
| Skyview Financial Group LLC | History | No change | 3,849 | 351 | 0.36% | 0.36% | 1072 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UPTICK PARTNERS, LLC | History | New | 3,826 | 350 | 0.07% | — | 1073 | +3,826 | New | Q1 2026 | May 01, 2026 |
| Bravias Capital Group, LLC | History | Added to | 3,776 | 346 | 0.23% | 0.21% | 1074 | +27 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | New | 3,760 | 344 | 0.09% | — | 1078 | +3,760 | New | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,762 | 344 | 0.02% | 0.01% | 1077 | +2,847 | 311.15% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,757 | 344 | 0.0% | 0.0% | 1075 | +362 | 10.66% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 3,755 | 344 | 0.01% | 0.01% | 1076 | +13 | 0.35% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 3,763 | 343 | 0.01% | 0.01% | 1079 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Added to | 3,729 | 341 | 0.01% | 0.01% | 1080 | +585 | 18.61% | Q1 2026 | Apr 17, 2026 |
| Private Capital Management, LLC | History | No change | 3,722 | 341 | 0.03% | 0.03% | 1081 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 3,710 | 338 | 0.07% | 0.09% | 1082 | -684 | -15.57% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 3,662 | 336 | 0.01% | 0.01% | 1083 | -109 | -2.89% | Q1 2026 | May 11, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 3,656 | 335 | 0.23% | 0.27% | 1084 | -522 | -12.49% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,629 | 332 | 0.01% | 0.01% | 1085 | -1,011 | -21.79% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 3,592 | 329 | 0.0% | 0.0% | 1086 | +1,436 | 66.6% | Q1 2026 | May 15, 2026 |
| Left Brain Wealth Management, LLC | History | New | 3,585 | 328 | 0.13% | — | 1087 | +3,585 | New | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,573 | 327 | 0.01% | 0.01% | 1088 | +779 | 27.88% | Q1 2026 | May 08, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 3,564 | 326 | 0.12% | — | 1090 | +3,564 | New | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3,563 | 326 | 0.07% | 0.11% | 1089 | -1,552 | -30.34% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,519 | 322 | 0.02% | 0.03% | 1091 | -328 | -8.53% | Q1 2026 | Apr 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 3,505 | 321 | 0.1% | 0.08% | 1092 | +773 | 28.29% | Q1 2026 | May 19, 2026 |
| Rede Wealth, LLC | History | Reduced | 3,498 | 320 | 0.12% | 0.11% | 1094 | -13 | -0.37% | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,500 | 320 | 0.01% | 0.01% | 1093 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Reduced | 3,422 | 313 | 0.06% | 0.07% | 1096 | -158 | -4.41% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,424 | 313 | 0.0% | 0.0% | 1095 | -99 | -2.81% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,415 | 312 | 0.01% | 0.01% | 1097 | -5 | -0.15% | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,400 | 311 | 0.03% | 0.03% | 1098 | -187 | -5.21% | Q1 2026 | Apr 21, 2026 |
| Prosperity Financial Group, Inc. | History | New | 3,389 | 310 | 0.11% | — | 1100 | +3,389 | New | Q1 2026 | May 13, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 3,392 | 310 | 0.17% | 0.24% | 1099 | -1,449 | -29.93% | Q1 2026 | May 08, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 3,365 | 308 | 0.02% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 3,360 | 307 | 0.02% | 0.02% | 1102 | -500 | -12.95% | Q1 2026 | Apr 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 3,356 | 307 | 0.07% | 0.07% | 1103 | +19 | 0.57% | Q1 2026 | Apr 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,320 | 304 | 0.01% | 0.02% | 1104 | -5,484 | -62.29% | Q1 2026 | Apr 28, 2026 |
| Smith Salley Wealth Management | History | Added to | 3,310 | 303 | 0.02% | 0.01% | 1105 | +764 | 30.01% | Q1 2026 | Apr 16, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 3,316 | 303 | 0.18% | 0.14% | 1107 | +616 | 22.81% | Q1 2026 | Apr 10, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 3,312 | 303 | 0.01% | 0.01% | 1106 | +16 | 0.49% | Q1 2026 | May 13, 2026 |
| EdgeRock Capital LLC | History | No change | 3,313 | 303 | 0.08% | 0.08% | 1108 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kinloch Capital, LLC | History | No change | 3,274 | 300 | 0.12% | 0.13% | 1109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 3,245 | 297 | 0.22% | 0.17% | 1110 | -60 | -1.82% | Q1 2026 | Apr 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,223 | 294 | 0.05% | 0.04% | 1111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 3,202 | 293 | 0.22% | 0.23% | 1112 | -58 | -1.78% | Q1 2026 | May 06, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | New | 3,189 | 292 | 0.18% | — | 1113 | +3,189 | New | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | New | 3,142 | 287 | 0.15% | — | 1114 | +3,142 | New | Q1 2026 | Apr 24, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 3,129 | 286 | 0.03% | 0.03% | 1115 | +10 | 0.32% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 3,116 | 285 | 0.1% | — | 1118 | +3,116 | New | Q1 2026 | Apr 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,117 | 285 | 0.04% | 0.04% | 1116 | -460 | -12.86% | Q1 2026 | May 04, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 3,117 | 285 | 0.17% | 0.17% | 1117 | -288 | -8.46% | Q1 2026 | Apr 16, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 3,107 | 284 | 0.05% | — | 1119 | +3,107 | New | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 3,090 | 283 | 0.09% | — | 1121 | +3,090 | New | Q1 2026 | May 12, 2026 |
| Saiph Capital, LLC | History | Reduced | 3,090 | 283 | 0.11% | 0.17% | 1120 | -2,112 | -40.6% | Q1 2026 | May 12, 2026 |
| SWMG, LLC | History | Reduced | 3,081 | 282 | 0.08% | 0.13% | 1122 | -2,243 | -42.13% | Q1 2026 | Apr 24, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Reduced | 3,050 | 279 | 0.24% | 0.25% | 1123 | -205 | -6.3% | Q1 2026 | Aug 11, 2026 |
| Decker Retirement Planning Inc. | History | No change | 3,020 | 276 | 0.13% | 0.14% | 1124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 3,005 | 275 | 0.09% | 0.08% | 1125 | +326 | 12.17% | Q1 2026 | Apr 21, 2026 |
| Brentview Investment Management LLC | History | Added to | 3,000 | 274 | 0.12% | 0.1% | 1127 | +500 | 20.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 3,001 | 274 | 0.04% | 0.04% | 1126 | -152 | -4.82% | Q1 2026 | Apr 08, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,980 | 273 | 0.02% | 0.03% | 1129 | -136 | -4.36% | Q1 2026 | May 06, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 2,985 | 273 | 0.13% | 0.11% | 1128 | -70 | -2.29% | Q1 2026 | Jun 01, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,977 | 272 | 0.57% | 0.58% | 1130 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,948 | 270 | 0.11% | 0.11% | 1131 | +15 | 0.51% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,936 | 269 | 0.04% | 0.06% | 1133 | -17,989 | -85.97% | Q1 2026 | May 01, 2026 |
| Town Capital LLC | History | Added to | 2,936 | 269 | 0.22% | 0.18% | 1132 | +588 | 25.04% | Q1 2026 | Jun 04, 2026 |
| Aspire Capital Advisors LLC | History | New | 2,894 | 265 | 0.06% | — | 1134 | +2,894 | New | Q1 2026 | Apr 22, 2026 |
| SimpliFi, Inc. | History | Added to | 2,891 | 264 | 0.11% | 0.11% | 1135 | +17 | 0.59% | Q1 2026 | Apr 22, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,870 | 262 | 0.06% | 0.06% | 1136 | +65 | 2.32% | Q1 2026 | Apr 17, 2026 |
| Aspen Grove Capital, LLC | History | New | 2,845 | 260 | 0.05% | — | 1138 | +2,845 | New | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | New | 2,838 | 260 | 0.0% | — | 1137 | +2,838 | New | Q1 2026 | May 11, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 2,837 | 259 | 0.07% | 0.09% | 1140 | -724 | -20.33% | Q1 2026 | Apr 27, 2026 |
| KilterHowling LLC | History | Reduced | 2,829 | 259 | 0.13% | 0.13% | 1139 | -10 | -0.35% | Q1 2026 | May 12, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,810 | 257 | 0.07% | 0.0% | 1142 | +2,775 | 7928.57% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,810 | 257 | 0.07% | 0.08% | 1141 | +497 | 21.49% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 2,800 | 256 | 0.03% | — | 1144 | +2,800 | New | Q1 2026 | Apr 15, 2026 |
| MATAURO, LLC | History | Reduced | 2,802 | 256 | 0.04% | 0.04% | 1143 | -55 | -1.93% | Q1 2026 | Apr 22, 2026 |
| Able Wealth Management LLC | History | New | 2,783 | 255 | 0.07% | — | 1146 | +2,783 | New | Q1 2026 | Apr 24, 2026 |
| NOVEM GROUP | History | Added to | 2,792 | 255 | 0.03% | 0.03% | 1145 | +113 | 4.22% | Q1 2026 | Apr 10, 2026 |
| Secure Asset Management, LLC | History | Reduced | 2,768 | 253 | 0.04% | 0.04% | 1147 | -25 | -0.9% | Q1 2026 | Apr 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,758 | 252 | 0.02% | 0.02% | 1148 | +352 | 14.63% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 2,740 | 251 | 0.02% | 0.02% | 1149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,737 | 250 | 0.05% | 0.05% | 1151 | -73 | -2.6% | Q1 2026 | May 14, 2026 |
| Richmond Brothers, Inc. | History | No change | 2,731 | 250 | 0.17% | 0.16% | 1150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 2,731 | 250 | 0.02% | 0.02% | 1152 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,712 | 248 | 0.01% | — | 1154 | +2,712 | New | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Reduced | 2,709 | 248 | 0.03% | 0.05% | 1153 | -1,033 | -27.61% | Q1 2026 | Apr 20, 2026 |
| NOVUS ADVISORS, LLC | History | New | 2,662 | 243 | 0.54% | — | 1155 | +2,662 | New | Q1 2026 | Apr 27, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 2,623 | 240 | 0.23% | 0.2% | 1156 | +302 | 13.01% | Q1 2026 | May 04, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 2,623 | 240 | 0.06% | 0.06% | 1157 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,618 | 239 | 0.17% | 0.17% | 1158 | +347 | 15.28% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Co / SC | History | Added to | 2,599 | 238 | 0.03% | 0.03% | 1159 | +473 | 22.25% | Q1 2026 | May 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 2,588 | 237 | 0.08% | 0.14% | 1161 | -1,756 | -40.42% | Q1 2026 | May 01, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,597 | 237 | 0.07% | 0.08% | 1160 | -204 | -7.28% | Q1 2026 | Apr 30, 2026 |
| Chicago Capital, LLC | History | Reduced | 2,577 | 236 | 0.01% | 0.01% | 1162 | -1,350 | -34.38% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,582 | 236 | 0.13% | 0.14% | 1163 | -118 | -4.37% | Q1 2026 | May 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 2,555 | 234 | 0.01% | — | 1165 | +2,555 | New | Q1 2026 | Apr 15, 2026 |
| Apeiron RIA LLC | History | Added to | 2,564 | 234 | 0.05% | 0.04% | 1164 | +142 | 5.86% | Q1 2026 | Apr 27, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 2,541 | 232 | 0.02% | 0.1% | 1167 | -12,850 | -83.49% | Q1 2026 | May 13, 2026 |
| Topor & Co. Korea | History | New | 2,540 | 232 | 0.2% | — | 1168 | +2,540 | New | Q1 2026 | Apr 27, 2026 |
| Verity Asset Management, Inc. | History | Added to | 2,538 | 232 | 0.1% | 0.1% | 1166 | +54 | 2.17% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | New | 2,508 | 229 | 0.05% | — | 1169 | +2,508 | New | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,480 | 227 | 0.0% | — | 1170 | +2,480 | New | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 2,468 | 226 | 0.05% | 0.05% | 1171 | +13 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Soundwatch Capital LLC | History | Reduced | 2,464 | 225 | 0.03% | 0.03% | 1172 | -6 | -0.24% | Q1 2026 | May 05, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 2,447 | 224 | 0.16% | 0.17% | 1173 | -90 | -3.55% | Q1 2026 | May 07, 2026 |
| Alteri Wealth LLC | History | Reduced | 2,443 | 223 | 0.07% | 0.1% | 1175 | -818 | -25.08% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,435 | 223 | 0.0% | 0.0% | 1174 | +230 | 10.43% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 2,425 | 222 | 0.01% | 0.01% | 1176 | +277 | 12.9% | Q1 2026 | Apr 06, 2026 |
| Oxbow Advisors, LLC | History | New | 2,402 | 220 | 0.02% | — | 1178 | +2,402 | New | Q1 2026 | Apr 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 2,409 | 220 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OBSIDIAN CIO, LLC | History | New | 2,380 | 218 | 0.2% | — | 1180 | +2,380 | New | Q1 2026 | May 11, 2026 |
| Main Management LLC | History | Reduced | 2,379 | 218 | 0.02% | 0.02% | 1179 | -819 | -25.61% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | New | 2,376 | 217 | 0.03% | — | 1181 | +2,376 | New | Q1 2026 | May 06, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 2,364 | 216 | 0.06% | 0.06% | 1183 | +129 | 5.77% | Q1 2026 | Apr 22, 2026 |
| MRA Advisory Group | History | Added to | 2,358 | 216 | 0.09% | 0.09% | 1182 | +72 | 3.15% | Q1 2026 | Apr 22, 2026 |
| POTENTIA WEALTH | History | Reduced | 2,338 | 214 | 0.08% | 0.13% | 1184 | -1,598 | -40.6% | Q1 2026 | May 11, 2026 |
| Marble Wealth, LLC | History | New | 2,330 | 213 | 0.04% | — | 1186 | +2,330 | New | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | New | 2,325 | 213 | 0.07% | — | 1185 | +2,325 | New | Q1 2026 | Apr 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,321 | 212 | 0.03% | 0.07% | 1187 | -2,206 | -48.73% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,299 | 210 | 0.0% | 0.01% | 1188 | -2,591 | -52.99% | Q1 2026 | May 11, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 2,286 | 209 | 0.0% | — | 1191 | +2,286 | New | Q1 2026 | May 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,287 | 209 | 0.03% | 0.03% | 1190 | +13 | 0.57% | Q1 2026 | Apr 13, 2026 |
| Cooper Financial Group | History | Added to | 2,289 | 209 | 0.02% | 0.02% | 1189 | +9 | 0.39% | Q1 2026 | Apr 07, 2026 |
| M1 Capital Management LLC | History | Reduced | 2,270 | 208 | 0.1% | 0.13% | 1193 | -1,133 | -33.29% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Reduced | 2,279 | 208 | 0.03% | 0.02% | 1192 | -219 | -8.77% | Q1 2026 | May 11, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,275 | 207 | 0.07% | 0.07% | 1194 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Columbia Asset Management | History | No change | 2,250 | 206 | 0.04% | 0.04% | 1195 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 2,239 | 205 | 0.18% | 0.19% | 1196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 2,230 | 204 | 0.02% | — | 1198 | +2,230 | New | Q1 2026 | Apr 29, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 2,236 | 204 | 0.06% | 0.06% | 1197 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 2,216 | 203 | 0.37% | — | 1199 | +2,216 | New | Q1 2026 | Apr 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,212 | 202 | 0.03% | — | 1204 | +2,212 | New | Q1 2026 | Apr 21, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 2,211 | 202 | 0.01% | — | 1202 | +2,211 | New | Q1 2026 | Apr 14, 2026 |
| Wayfinding Financial, LLC | History | New | 2,208 | 202 | 0.09% | — | 1203 | +2,208 | New | Q1 2026 | May 12, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 2,207 | 202 | 0.16% | 0.22% | 1201 | -849 | -27.78% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 2,210 | 202 | 0.01% | 0.01% | 1200 | +13 | 0.59% | Q1 2026 | May 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 2,200 | 201 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valued Retirements, Inc. | History | No change | 2,200 | 201 | 0.2% | 0.2% | 1206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | New | 2,193 | 200 | 0.05% | — | 1208 | +2,193 | New | Q1 2026 | Apr 24, 2026 |
| Sterling Wealth Management, Inc. | History | New | 2,188 | 200 | 0.05% | — | 1209 | +2,188 | New | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,187 | 200 | 0.0% | 0.0% | 1207 | -182 | -7.68% | Q1 2026 | Apr 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 2,155 | 197 | 0.09% | 0.1% | 1210 | -55 | -2.49% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 2,088 | 191 | 0.06% | — | 1211 | +2,086 | 104300.0% | Q1 2026 | May 21, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,076 | 190 | 0.04% | — | 1212 | +2,076 | New | Q1 2026 | Apr 14, 2026 |
| Private Wealth Management Group, LLC | History | New | 2,075 | 190 | 0.05% | — | 1213 | +2,075 | New | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,000 | 183 | 0.01% | 0.01% | 1214 | -38 | -1.86% | Q1 2026 | Apr 30, 2026 |
| NBT BANK N A /NY | History | Reduced | 1,970 | 180 | 0.01% | 0.01% | 1215 | -546 | -21.7% | Q1 2026 | Apr 28, 2026 |
| Kiker Wealth Management, LLC | History | New | 1,938 | 177 | 0.08% | — | 1216 | +1,938 | New | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 1,924 | 176 | 0.01% | 0.02% | 1217 | -3,576 | -65.02% | Q1 2026 | Apr 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 1,851 | 169 | 0.05% | 0.03% | 1218 | +771 | 71.39% | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 1,759 | 161 | 0.01% | 0.02% | 1219 | -1,372 | -43.82% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,692 | 155 | 0.05% | 0.04% | 1220 | +326 | 23.87% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,667 | 152 | 0.01% | 0.01% | 1221 | -655 | -28.21% | Q1 2026 | Apr 10, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 1,656 | 151 | 0.11% | 0.35% | 1222 | -3,588 | -68.42% | Q1 2026 | May 08, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 1,605 | 147 | 0.02% | 0.04% | 1223 | -940 | -36.94% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Added to | 1,604 | 146 | 0.01% | 0.01% | 1224 | +19 | 1.2% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | Reduced | 1,490 | 136 | 0.11% | 0.11% | 1225 | -6 | -0.4% | Q1 2026 | Mar 31, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 1,464 | 134 | 0.05% | 0.02% | 1226 | +802 | 121.15% | Q1 2026 | Apr 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 1,371 | 125 | 0.08% | — | 1227 | +1,371 | New | Q1 2026 | May 01, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,350 | 123 | 0.04% | 0.04% | 1228 | +4 | 0.3% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | No change | 1,338 | 122 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,337 | 122 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,287 | 117 | 0.34% | 0.33% | 1231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,229 | 112 | 0.0% | 0.0% | 1232 | +966 | 367.3% | Q1 2026 | May 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,119 | 102 | 0.03% | 0.03% | 1233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,089 | 99 | 0.01% | 0.01% | 1234 | +172 | 18.76% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | Added to | 1,070 | 98 | 0.07% | 0.06% | 1236 | +6 | 0.56% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 1,080 | 98 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,036 | 94 | 0.01% | 0.0% | 1237 | +912 | 735.48% | Q1 2026 | Apr 06, 2026 |
| Solstein Capital, LLC | History | Reduced | 981 | 89 | 0.04% | 0.05% | 1238 | -400 | -28.96% | Q1 2026 | May 14, 2026 |
| Transce3nd, LLC | History | Reduced | 955 | 87 | 0.77% | 0.74% | 1239 | -55 | -5.45% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Reduced | 886 | 81 | 0.01% | 0.01% | 1240 | -176 | -16.57% | Q1 2026 | Apr 28, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 870 | 79 | 0.02% | 0.0% | 1241 | +836 | 2458.82% | Q1 2026 | Apr 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 836 | 76 | 0.01% | 0.01% | 1242 | +5 | 0.6% | Q1 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 817 | 74 | 0.0% | 0.0% | 1243 | -1,983 | -70.82% | Q1 2026 | May 08, 2026 |
| EPG Wealth Management LLC | History | Reduced | 799 | 73 | 0.02% | 0.04% | 1244 | -799 | -50.0% | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 785 | 71 | 0.0% | 0.01% | 1246 | -394 | -33.42% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 783 | 71 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 772 | 70 | 0.0% | — | 1247 | +771 | 77100.0% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 748 | 68 | 0.01% | — | 1248 | +748 | New | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 732 | 67 | 0.0% | 0.0% | 1249 | +632 | 632.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Reduced | 667 | 61 | 0.04% | 0.06% | 1250 | -285 | -29.94% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 657 | 60 | 0.0% | — | 1251 | +657 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 650 | 59 | 0.0% | — | 1253 | +650 | New | Q1 2026 | Apr 29, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 647 | 59 | 0.03% | — | 1254 | +647 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 644 | 59 | 0.01% | 0.0% | 1252 | +610 | 1794.12% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 634 | 58 | 0.01% | 0.06% | 1255 | -5,084 | -88.91% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 630 | 57 | 0.0% | — | 1256 | +630 | New | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 599 | 55 | 0.0% | 0.0% | 1257 | +399 | 199.5% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 589 | 54 | 0.01% | 0.02% | 1260 | -180 | -23.41% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 599 | 54 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 589 | 54 | 0.01% | 0.01% | 1259 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 569 | 52 | 0.02% | 0.02% | 1261 | +3 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Bangor Savings Bank | History | No change | 546 | 50 | 0.0% | 0.0% | 1262 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Westwind Capital | History | Added to | 525 | 48 | 0.01% | 0.01% | 1263 | +220 | 72.13% | Q1 2026 | Apr 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 511 | 46 | 0.0% | 0.0% | 1264 | -40 | -7.26% | Q1 2026 | May 05, 2026 |
| Weaver Capital Management LLC | History | Reduced | 493 | 45 | 0.01% | 0.01% | 1265 | -281 | -36.3% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 474 | 43 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 436 | 39 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Park Square Financial Group, LLC | History | New | 415 | 38 | 0.29% | — | 1269 | +415 | New | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 416 | 38 | 0.02% | 0.01% | 1268 | +294 | 240.98% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | New | 412 | 37 | 0.03% | — | 1270 | +412 | New | Q1 2026 | Apr 22, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 397 | 36 | 0.03% | — | 1271 | +397 | New | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 383 | 35 | 0.02% | 0.02% | 1272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 331 | 30 | 0.02% | 0.02% | 1275 | -29,745 | -98.9% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 328 | 30 | 0.0% | 0.0% | 1273 | -55 | -14.36% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | No change | 335 | 30 | 0.0% | 0.0% | 1274 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | No change | 317 | 29 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 273 | 25 | 0.0% | — | 1277 | +273 | New | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 272 | 24 | 0.02% | 0.03% | 1279 | -41 | -13.1% | Q1 2026 | May 06, 2026 |
| Piscataqua Savings Bank | History | No change | 263 | 24 | 0.02% | 0.02% | 1278 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 252 | 23 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 250 | 22 | 0.0% | — | 1282 | +250 | New | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 243 | 22 | 0.01% | — | 1283 | +243 | New | Q1 2026 | Apr 27, 2026 |
| Provident Wealth Management, LLC | History | Added to | 247 | 22 | 0.01% | 0.01% | 1281 | +25 | 11.26% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 229 | 20 | 0.0% | 0.0% | 1284 | -508 | -68.93% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 221 | 20 | 0.0% | — | 1286 | +221 | New | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 220 | 20 | 0.01% | — | 1287 | +220 | New | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 225 | 20 | 0.0% | 0.0% | 1285 | -195 | -46.43% | Q1 2026 | May 01, 2026 |
| Imprint Wealth LLC | History | No change | 153 | 14 | 0.06% | 0.06% | 1288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 144 | 13 | 0.0% | 0.0% | 1289 | -128 | -47.06% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 151 | 13 | 0.0% | 0.0% | 1294 | -96 | -38.87% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 145 | 13 | 0.0% | 0.0% | 1291 | +4 | 2.84% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | No change | 152 | 13 | 0.0% | 0.0% | 1290 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 1292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 150 | 13 | 0.01% | 0.01% | 1293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 142 | 12 | 0.01% | — | 1295 | +142 | New | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | New | 132 | 12 | 0.0% | — | 1296 | +132 | New | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 130 | 11 | 0.0% | 0.0% | 1297 | -265 | -67.09% | Q1 2026 | Apr 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 117 | 10 | 0.0% | 0.01% | 1298 | -85 | -42.08% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | New | 108 | 9 | 0.0% | — | 1301 | +108 | New | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 107 | 9 | 0.0% | 0.0% | 1300 | +94 | 723.08% | Q1 2026 | Apr 20, 2026 |
| Wellington Shields & Co., LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 88 | 8 | 0.0% | 0.0% | 1302 | +62 | 238.46% | Q1 2026 | Apr 07, 2026 |
| REAP Financial Group, LLC | History | No change | 88 | 8 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 80 | 7 | 0.0% | 0.0% | 1304 | -36 | -31.03% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 70 | 6 | 0.0% | 0.01% | 1305 | -223 | -76.11% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | New | 72 | 6 | 0.0% | — | 1309 | +72 | New | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 69 | 6 | 0.0% | — | 1310 | +69 | New | Q1 2026 | Jun 01, 2026 |
| DAGCO, INC. | History | Reduced | 75 | 6 | 0.0% | 0.0% | 1306 | -61 | -44.85% | Q1 2026 | Apr 20, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 76 | 6 | 0.0% | 0.0% | 1308 | +1 | 1.33% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | New | 59 | 5 | 0.0% | — | 1312 | +59 | New | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | New | 58 | 5 | 0.0% | — | 1313 | +58 | New | Q1 2026 | Apr 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 1311 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | Reduced | 44 | 4 | 0.0% | 0.02% | 1315 | -146 | -76.84% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 41 | 3 | 0.0% | — | 1322 | +41 | New | Q1 2026 | Apr 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 43 | 3 | 0.0% | 0.0% | 1316 | +8 | 22.86% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 37 | 3 | 0.0% | 0.0% | 1319 | +1 | 2.78% | Q1 2026 | May 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 37 | 3 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 43 | 3 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 1326 | -154 | -87.5% | Q1 2026 | Apr 30, 2026 |
| True Link Financial Advisors, LLC | History | New | 32 | 2 | 0.0% | — | 1329 | +32 | New | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | New | 25 | 2 | 0.0% | — | 1330 | +25 | New | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | New | 24 | 2 | 0.0% | — | 1328 | +24 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 28 | 2 | 0.0% | 0.0% | 1323 | +9 | 47.37% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 1324 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| POM Investment Strategies, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 1325 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 23 | 2 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 1334 | -811 | -98.66% | Q1 2026 | Apr 24, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 16 | 1 | 0.0% | — | 1337 | +16 | New | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 1332 | -12 | -42.86% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 11 | 1 | 0.0% | 0.0% | 1331 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Integrity Financial Corp /WA | History | No change | 19 | 1 | 0.0% | 0.0% | 1333 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1335 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1336 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -191,400 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148,850 | -100.0% | Q1 2026 | May 12, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -100,000 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -93,328 | -100.0% | Q1 2026 | May 12, 2026 |
| Hedeker Wealth, LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -87,038 | -100.0% | Q1 2026 | May 11, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.29% | — | -56,060 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.23% | — | -53,354 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -53,296 | -100.0% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -46,172 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -42,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Amitell Capital Pte Ltd | History | Closed out | 0 | 0 | — | 3.61% | — | -35,366 | -100.0% | Q1 2026 | May 11, 2026 |
| Westmount Partners, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -30,984 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WealthCare Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -24,261 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -19,733 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.69% | — | -19,555 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -19,254 | -100.0% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,136 | -100.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Goldstream Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.41% | — | -12,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -12,493 | -100.0% | Q1 2026 | May 01, 2026 |
| Joel Adams & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.81% | — | -11,761 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,465 | -100.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,522 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.02% | — | -7,152 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PeakShares LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -6,910 | -100.0% | Q1 2026 | May 05, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -6,371 | -100.0% | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -6,126 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,070 | -100.0% | Q1 2026 | May 12, 2026 |
| IRON Financial LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,030 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,682 | -100.0% | Q1 2026 | May 04, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,033 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,023 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Front Street Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,959 | -100.0% | Q1 2026 | May 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,868 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -3,738 | -100.0% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,660 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Midwest Financial Network, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,601 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,595 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,561 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -3,500 | -100.0% | Q1 2026 | May 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,272 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,248 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,208 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Consulting LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,182 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -3,085 | -100.0% | Q1 2026 | May 11, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,084 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,736 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,700 | -100.0% | Q1 2026 | May 07, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,628 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Frontier Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,534 | -100.0% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,451 | -100.0% | Q1 2026 | May 08, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,237 | -100.0% | Q1 2026 | May 08, 2026 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,231 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -2,225 | -100.0% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT HOUSE LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,191 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,759 | -100.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,429 | -100.0% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,093 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -664 | -100.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -610 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -468 | -100.0% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q1 2026 | Aug 10, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -131 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 07, 2026 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 04, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 05, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |