Capital Group Dividend Value ETF - CGDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 71,850,473 | 3,056,519 | 0.81% | 0.76% | 1 | +8,359,833 | 13.17% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 26,178,613 | 1,113,638 | 0.07% | 0.06% | 2 | +3,347,463 | 14.66% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,834,967 | 1,099,019 | 0.34% | 0.32% | 3 | +2,243,724 | 9.51% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | Added to | 22,901,526 | 974,230 | 0.23% | 0.16% | 4 | +2,407 | 0.01% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,802,616 | 884,943 | 0.24% | 0.24% | 5 | +1,973,012 | 10.48% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,806,076 | 842,550 | 0.52% | 0.52% | 6 | +1,051,139 | 5.6% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,052,730 | 810,503 | 0.15% | 0.13% | 7 | +2,741,507 | 16.81% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 18,359,294 | 781,004 | 0.83% | 0.78% | 8 | +1,959,868 | 11.95% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,913,033 | 762,020 | 0.06% | 0.05% | 9 | +1,166,097 | 6.96% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,468,007 | 572,929 | 0.8% | 0.72% | 10 | +1,112,133 | 9.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,483,605 | 562,271 | 0.27% | 0.27% | 11 | +3,150,433 | 30.49% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 11,634,043 | 494,912 | 8.34% | 7.05% | 12 | +1,481,360 | 14.59% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 10,192,029 | 433,568 | 16.43% | 18.6% | 13 | +140,796 | 1.4% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 9,468,056 | 402,771 | 0.06% | 0.07% | 14 | +240,565 | 2.61% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,305,519 | 395,877 | 0.58% | 0.58% | 15 | +205,343 | 2.26% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,634,516 | 324,772 | 0.84% | 0.81% | 16 | +580,513 | 8.23% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,479,465 | 318,176 | 0.06% | 0.04% | 17 | +1,223,486 | 19.56% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,118,616 | 260,286 | 0.24% | 0.19% | 18 | +1,336,415 | 27.95% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,043,904 | 257,107 | 9.97% | 10.47% | 19 | +254,958 | 4.4% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,857,420 | 249,174 | 0.94% | 0.92% | 20 | +760,675 | 14.92% | Q1 2026 | Apr 30, 2026 |
| Forge Financial Services LLC | History | Added to | 5,642,721 | 240,041 | 24.31% | 7.74% | 21 | +5,227,689 | 1259.59% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,271,791 | 181,722 | 0.5% | 0.52% | 22 | -649,485 | -13.2% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,751,433 | 159,585 | 0.75% | 0.72% | 23 | +240,226 | 6.84% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,639,940 | 154,843 | 0.94% | 0.95% | 24 | +98,328 | 2.78% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,298,834 | 140,332 | 2.42% | 2.18% | 25 | +1,253,197 | 61.26% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,280,394 | 139,548 | 0.35% | 0.29% | 26 | +351,973 | 12.02% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 2,647,834 | 112,780 | 0.56% | 0.54% | 27 | +268,143 | 11.27% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,398,601 | 102,036 | 3.93% | 4.17% | 28 | +19,031 | 0.8% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,538,209 | 101,373 | 0.14% | — | 29 | +2,538,209 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 2,340,152 | 99,550 | 0.26% | 0.24% | 30 | +342,344 | 17.14% | Q1 2026 | May 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,109,708 | 89,746 | 11.13% | 11.2% | 31 | +38,580 | 1.86% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,099,928 | 89,330 | 0.09% | 0.09% | 32 | +296,592 | 16.45% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,910,057 | 83,191 | 0.54% | 0.43% | 33 | +483,947 | 33.93% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,952,007 | 83,038 | 0.13% | 0.13% | 34 | +95,932 | 5.17% | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,914,587 | 81,446 | 6.28% | 6.2% | 35 | +61,172 | 3.3% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,903,169 | 80,960 | 0.11% | 0.08% | 36 | +490,239 | 34.7% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 1,874,603 | 79,745 | 0.09% | 0.11% | 37 | -182,033 | -8.85% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,842,457 | 78,378 | 0.07% | 0.07% | 38 | +200,755 | 12.23% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,792,844 | 76,267 | 0.57% | 0.61% | 39 | +37,994 | 2.17% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 1,742,493 | 74,125 | 0.8% | — | 40 | +1,742,493 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,680,301 | 71,480 | 0.85% | 0.57% | 41 | +619,097 | 58.34% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 1,590,216 | 67,647 | 6.99% | — | 42 | +1,590,216 | New | Q1 2026 | May 22, 2026 |
| IAM Advisory, LLC | History | Added to | 1,454,394 | 61,869 | 13.86% | 13.84% | 43 | +27,546 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,449,483 | 61,661 | 0.49% | 0.69% | 44 | +111,784 | 8.36% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,411,251 | 60,034 | 0.47% | 0.43% | 45 | +38,956 | 2.84% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,305,709 | 55,544 | 1.08% | 1.06% | 46 | +69,476 | 5.62% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,298,302 | 55,424 | 0.11% | 0.11% | 47 | -520,348 | -28.61% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 1,255,489 | 53,443 | 3.37% | 3.4% | 48 | +2,830 | 0.23% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,246,887 | 53,042 | 0.1% | 0.06% | 49 | +511,700 | 69.6% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,169,051 | 49,731 | 0.8% | 0.8% | 50 | +47,444 | 4.23% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,124,695 | 47,844 | 1.75% | 2.08% | 51 | +88,340 | 8.52% | Q1 2026 | May 19, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,093,012 | 46,496 | 0.46% | 0.49% | 52 | +85,641 | 8.5% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,083,369 | 46,084 | 0.71% | 0.67% | 53 | +331,293 | 44.05% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,077,807 | 45,849 | 5.6% | 5.53% | 54 | +20,360 | 1.93% | Q1 2026 | May 05, 2026 |
| Erickson Financial Group, LLC | History | Added to | 1,059,968 | 45,091 | 28.26% | 28.07% | 55 | +12,554 | 1.2% | Q1 2026 | Apr 08, 2026 |
| Souders Financial Advisors | History | Reduced | 1,019,596 | 43,373 | 4.95% | 6.6% | 56 | -301,772 | -22.84% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 994,819 | 42,319 | 0.01% | 0.01% | 57 | -137,992 | -12.18% | Q1 2026 | May 05, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 989,127 | 42,077 | 15.63% | 16.56% | 58 | -16,514 | -1.64% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 965,686 | 41,080 | 2.01% | 1.75% | 59 | +152,781 | 18.79% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 956,187 | 40,676 | 3.9% | 4.09% | 60 | +19,762 | 2.11% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Added to | 944,276 | 40,547 | 11.25% | 11.07% | 61 | +62,657 | 7.11% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 951,643 | 40,482 | 0.44% | 0.51% | 62 | -74,099 | -7.22% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 949,731 | 40,401 | 0.07% | 0.07% | 63 | +89,348 | 10.38% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 934,689 | 39,761 | 1.21% | 1.24% | 64 | +21,463 | 2.35% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 932,809 | 39,681 | 0.07% | 0.08% | 65 | -8,809 | -0.94% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 858,108 | 36,504 | 1.16% | 1.31% | 66 | +288 | 0.03% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 845,682 | 35,975 | 0.07% | 0.07% | 67 | +83,781 | 11.0% | Q1 2026 | May 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 803,438 | 34,178 | 1.58% | 1.63% | 68 | +14,300 | 1.81% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 803,430 | 34,177 | 4.81% | 6.09% | 69 | +48,180 | 6.38% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 765,786 | 33,418 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 764,396 | 33,358 | 0.59% | 0.59% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 773,695 | 32,912 | 0.41% | 0.4% | 72 | +35,765 | 4.85% | Q1 2026 | Apr 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 754,921 | 32,115 | 7.22% | 7.35% | 73 | +35,551 | 4.94% | Q1 2026 | May 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 727,194 | 30,934 | 0.09% | 0.07% | 74 | +106,458 | 17.15% | Q1 2026 | May 08, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 709,510 | 30,182 | 9.68% | 9.76% | 75 | +61,800 | 9.54% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 682,503 | 29,033 | 0.16% | 0.15% | 76 | +33,077 | 5.09% | Q1 2026 | May 05, 2026 |
| Wealth Science Advisors LLC | History | No change | 647,122 | 28,240 | 15.89% | 16.29% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Added to | 659,184 | 28,041 | 1.14% | 0.97% | 78 | +29,944 | 4.76% | Q1 2026 | Apr 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 649,917 | 27,647 | 9.65% | 10.94% | 79 | -41,554 | -6.01% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 647,401 | 27,540 | 0.23% | 0.2% | 80 | +7,891 | 1.23% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 647,371 | 27,539 | 6.96% | 1.71% | 81 | +508,909 | 367.54% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 646,719 | 27,511 | 2.01% | 1.8% | 82 | +38,754 | 6.37% | Q1 2026 | Apr 20, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 635,454 | 27,032 | 9.15% | 9.2% | 83 | -2,413 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 634,014 | 26,970 | 11.93% | 12.1% | 84 | +31,263 | 5.19% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 632,843 | 26,920 | 0.49% | 0.42% | 85 | +136,598 | 27.53% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 632,427 | 26,903 | 0.6% | 0.55% | 86 | +70,745 | 12.6% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 632,254 | 26,896 | 0.56% | 0.47% | 87 | +152,778 | 31.86% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | New | 619,085 | 26,335 | 4.2% | — | 88 | +619,085 | New | Q1 2026 | Apr 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 616,693 | 26,244 | 2.82% | 2.71% | 89 | +33,764 | 5.79% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 611,453 | 26,011 | 0.29% | 0.32% | 90 | +62,404 | 11.37% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 560,496 | 23,843 | 0.59% | 0.63% | 91 | -17,899 | -3.09% | Q1 2026 | Apr 29, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 556,609 | 23,678 | 5.65% | 6.02% | 92 | +25,022 | 4.71% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 554,670 | 23,595 | 1.43% | 1.71% | 93 | -65,437 | -10.55% | Q1 2026 | Apr 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 550,666 | 23,425 | 1.4% | 1.27% | 94 | +58,185 | 11.81% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 544,530 | 23,164 | 2.45% | 2.4% | 95 | -955 | -0.18% | Q1 2026 | Apr 09, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 540,125 | 22,976 | 2.65% | 2.76% | 96 | +32,684 | 6.44% | Q1 2026 | May 08, 2026 |
| Capital Advantage, Inc. | History | Added to | 536,886 | 22,839 | 2.99% | 3.15% | 97 | +2,518 | 0.47% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 549,712 | 22,791 | 0.0% | 0.0% | 98 | +145,778 | 36.09% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 523,790 | 22,288 | 0.02% | 0.02% | 99 | +27,105 | 5.46% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 515,131 | 21,913 | 2.42% | 2.59% | 100 | -13,931 | -2.63% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 499,599 | 21,802 | 2.16% | 2.07% | 101 | -2,013 | -0.4% | Q1 2026 | Apr 08, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 508,547 | 21,633 | 10.8% | 11.22% | 102 | +496 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 500,476 | 21,290 | 0.49% | 0.88% | 103 | -328,004 | -39.59% | Q1 2026 | May 04, 2026 |
| Challenger Wealth Management | History | No change | 485,589 | 21,191 | 16.17% | 16.17% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 488,054 | 20,761 | 0.28% | 0.29% | 105 | +33,395 | 7.35% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 476,445 | 20,267 | 5.6% | 5.88% | 106 | -3,709 | -0.77% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 464,768 | 19,771 | 0.41% | 0.4% | 107 | +5,053 | 1.1% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 455,945 | 19,509 | 0.33% | 0.49% | 108 | -156,299 | -25.53% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 453,590 | 19,295 | 12.71% | 12.35% | 109 | +27,878 | 6.55% | Q1 2026 | Apr 09, 2026 |
| ACT Advisors, LLC. | History | Added to | 451,761 | 19,217 | 8.17% | 7.72% | 110 | +2,656 | 0.59% | Q1 2026 | Apr 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 450,941 | 19,183 | 15.47% | 13.43% | 111 | +101,224 | 28.94% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 446,219 | 18,982 | 0.31% | 0.31% | 112 | +38,920 | 9.56% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 443,887 | 18,882 | 0.79% | — | 113 | +443,887 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 440,755 | 18,749 | 1.68% | 0.29% | 114 | +382,695 | 659.14% | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 440,383 | 18,733 | 13.28% | 12.94% | 115 | +46,939 | 11.93% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 438,328 | 18,646 | 0.03% | 0.01% | 116 | +203,024 | 86.28% | Q1 2026 | May 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 436,751 | 18,579 | 5.66% | 4.33% | 117 | +104,892 | 31.61% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 432,903 | 18,415 | 1.34% | 1.33% | 118 | +28,719 | 7.11% | Q1 2026 | May 05, 2026 |
| Entruity Wealth, LLC | History | Added to | 428,412 | 18,224 | 12.37% | 12.7% | 119 | +20,160 | 4.94% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 427,974 | 18,205 | 4.11% | 4.22% | 120 | +10,483 | 2.51% | Q1 2026 | Apr 27, 2026 |
| VVR Holdings LLC | History | Added to | 425,357 | 18,094 | 9.35% | 9.23% | 121 | +18,589 | 4.57% | Q1 2026 | Apr 16, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 421,281 | 17,920 | 9.02% | — | 122 | +421,281 | New | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Added to | 419,364 | 17,839 | 0.59% | 0.59% | 123 | +8,419 | 2.05% | Q1 2026 | May 14, 2026 |
| Platt Wealth Management LLC | History | Reduced | 418,274 | 17,793 | 17.35% | 18.18% | 124 | -2,006 | -0.48% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 411,828 | 17,524 | 0.49% | 0.34% | 125 | +130,999 | 46.65% | Q1 2026 | May 04, 2026 |
| WJ Wealth Management, LLC | History | Added to | 408,811 | 17,390 | 8.14% | 7.74% | 126 | +3,886 | 0.96% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 405,666 | 17,257 | 0.37% | 0.22% | 127 | +170,457 | 72.47% | Q1 2026 | May 01, 2026 |
| Carter Financial, LLC | History | Added to | 396,546 | 16,869 | 14.67% | 14.01% | 128 | +32,795 | 9.02% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 394,613 | 16,786 | 2.06% | 2.14% | 129 | +7,497 | 1.94% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 392,982 | 16,717 | 1.28% | 1.05% | 130 | +76,380 | 24.12% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 390,736 | 16,621 | 0.64% | 0.41% | 131 | +141,206 | 56.59% | Q1 2026 | May 12, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 386,846 | 16,456 | 13.37% | 13.1% | 132 | -715 | -0.18% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 383,891 | 16,330 | 0.65% | 0.65% | 133 | +2,760 | 0.72% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 382,630 | 16,277 | 0.09% | 0.05% | 134 | +209,194 | 120.62% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 378,593 | 16,105 | 0.01% | 0.0% | 135 | +343,150 | 968.17% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 370,156 | 15,746 | 6.43% | 5.92% | 136 | +50,435 | 15.77% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Reduced | 339,245 | 15,744 | 1.24% | 1.29% | 137 | -2,481 | -0.73% | Q1 2026 | May 01, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 368,405 | 15,671 | 4.89% | 4.82% | 138 | +32,657 | 9.73% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 365,007 | 15,527 | 0.69% | 0.65% | 139 | +32,127 | 9.65% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 324,664 | 15,415 | 0.41% | 0.51% | 140 | +48,706 | 17.65% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 361,828 | 15,392 | 0.08% | 0.08% | 141 | -972 | -0.27% | Q1 2026 | Apr 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 358,111 | 15,234 | 4.45% | 5.34% | 142 | -59,982 | -14.35% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 357,215 | 15,195 | 0.22% | 0.2% | 143 | +60,317 | 20.32% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 338,707 | 14,781 | 5.82% | 5.82% | 144 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Michael Brady & Co., LLC | History | Added to | 346,303 | 14,731 | 14.8% | 14.88% | 145 | +4,713 | 1.38% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 339,173 | 14,428 | 0.0% | 0.0% | 146 | +190,155 | 127.61% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 337,346 | 14,350 | 2.08% | 2.11% | 147 | +4,885 | 1.47% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 335,809 | 14,285 | 0.0% | 0.01% | 148 | -679,291 | -66.92% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 335,459 | 14,270 | 0.42% | 0.38% | 149 | +33,539 | 11.11% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 318,624 | 14,236 | 0.8% | 0.68% | 150 | +53,790 | 20.31% | Q1 2026 | Apr 17, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 332,104 | 14,127 | 8.78% | 8.91% | 151 | +7,187 | 2.21% | Q1 2026 | Apr 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 330,779 | 14,071 | 0.07% | 0.07% | 152 | -11,111 | -3.25% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 330,366 | 14,053 | 0.16% | 0.12% | 153 | +84,393 | 34.31% | Q1 2026 | Apr 28, 2026 |
| Code Waechter LLC | History | Added to | 326,667 | 13,896 | 8.26% | 8.3% | 154 | +30,605 | 10.34% | Q1 2026 | Apr 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 326,001 | 13,868 | 9.17% | 8.8% | 155 | +27,134 | 9.08% | Q1 2026 | Apr 22, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 320,476 | 13,633 | 4.51% | 4.37% | 156 | +26,303 | 8.94% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 308,054 | 13,104 | 0.07% | 0.06% | 157 | +69,510 | 29.14% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 307,514 | 13,081 | 0.21% | 0.2% | 158 | +19,377 | 6.72% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 304,615 | 12,958 | 0.67% | 0.68% | 159 | +10,497 | 3.57% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management, LLC | History | New | 300,803 | 12,796 | 8.62% | — | 160 | +300,803 | New | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 296,837 | 12,627 | 0.49% | 0.53% | 161 | +188,458 | 173.89% | Q1 2026 | May 15, 2026 |
| Kaizen Financial Strategies | History | Reduced | 277,840 | 12,611 | 5.33% | 5.87% | 162 | -27,086 | -8.88% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 294,226 | 12,516 | 0.23% | 0.35% | 163 | -136,266 | -31.65% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 293,226 | 12,473 | 0.65% | 0.54% | 164 | +66,513 | 29.34% | Q1 2026 | May 07, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 290,027 | 12,337 | 9.97% | 9.79% | 165 | +20,282 | 7.52% | Q1 2026 | Apr 21, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 281,815 | 11,988 | 5.09% | 5.04% | 166 | +31,636 | 12.65% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 280,264 | 11,936 | 0.0% | 0.0% | 167 | -7,854 | -2.73% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 280,562 | 11,935 | 0.62% | 0.55% | 168 | +44,385 | 18.79% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 278,065 | 11,828 | 0.14% | 0.13% | 169 | +75,492 | 37.27% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 277,821 | 11,818 | 0.19% | 0.07% | 170 | +193,902 | 231.06% | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Reduced | 277,049 | 11,785 | 1.07% | 1.2% | 171 | -10,094 | -3.52% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 276,132 | 11,777 | 0.05% | 0.05% | 172 | -479 | -0.17% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 275,527 | 11,720 | 6.56% | 6.71% | 173 | +4,668 | 1.72% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Added to | 258,036 | 11,717 | 2.94% | 2.56% | 174 | +19,645 | 8.24% | Q1 2026 | Apr 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 274,583 | 11,680 | 7.45% | 7.29% | 175 | +11,679 | 4.44% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 274,502 | 11,677 | 3.39% | 3.53% | 176 | -6,186 | -2.2% | Q1 2026 | Apr 10, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 267,294 | 11,664 | 7.39% | 7.39% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 264,940 | 11,561 | 6.04% | 6.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 270,906 | 11,524 | 5.48% | 9.21% | 179 | -316,252 | -53.86% | Q1 2026 | Apr 27, 2026 |
| WIN ADVISORS, INC | History | New | 269,483 | 11,463 | 5.24% | — | 180 | +269,483 | New | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Added to | 269,190 | 11,451 | 0.64% | 0.64% | 181 | +10,497 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 268,054 | 11,403 | 8.41% | 8.53% | 182 | +10,580 | 4.11% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 247,549 | 11,382 | 0.78% | 0.75% | 183 | +10,743 | 4.54% | Q1 2026 | Apr 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 264,079 | 11,241 | 1.49% | 1.34% | 184 | +33,383 | 14.47% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 260,330 | 11,074 | 0.05% | 0.06% | 185 | -8,579 | -3.19% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 258,786 | 11,008 | 1.45% | 1.59% | 186 | +5,879 | 2.32% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 258,518 | 10,997 | 0.37% | 0.21% | 187 | +43,696 | 20.34% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 256,008 | 10,890 | 0.22% | 0.21% | 188 | +12,158 | 4.99% | Q1 2026 | Apr 15, 2026 |
| Keenan, LLC | History | Added to | 253,873 | 10,768 | 9.08% | 7.42% | 189 | +60,439 | 31.25% | Q1 2026 | Apr 22, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 251,606 | 10,703 | 7.82% | 7.96% | 190 | -4,104 | -1.6% | Q1 2026 | May 05, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 246,289 | 10,647 | 2.95% | 2.17% | 191 | +76,604 | 45.14% | Q1 2026 | Apr 08, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 246,258 | 10,475 | 2.41% | 2.52% | 192 | -5,559 | -2.21% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 239,446 | 10,449 | 0.81% | 0.81% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 245,102 | 10,426 | 0.85% | 0.79% | 194 | +7,103 | 2.98% | Q1 2026 | Apr 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 243,024 | 10,338 | 0.13% | 0.1% | 195 | +58,399 | 31.63% | Q1 2026 | Apr 28, 2026 |
| BetterWealth, LLC | History | Added to | 240,559 | 10,233 | 2.01% | 2.34% | 196 | +5,166 | 2.19% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 240,504 | 10,231 | 0.45% | 0.43% | 197 | +33,090 | 15.95% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 239,913 | 10,205 | 0.06% | 0.04% | 198 | +721 | 0.3% | Q1 2026 | Apr 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 239,306 | 10,180 | 4.59% | 4.47% | 199 | +13,487 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 238,185 | 10,132 | 5.1% | 5.12% | 200 | +7,495 | 3.25% | Q1 2026 | Apr 16, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 238,067 | 10,127 | 4.41% | 4.75% | 201 | +17,697 | 8.03% | Q1 2026 | Apr 24, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 237,981 | 10,123 | 2.96% | 0.09% | 202 | +231,136 | 3376.71% | Q1 2026 | May 01, 2026 |
| Fermata Advisors, LLC | History | Added to | 233,470 | 9,931 | 2.24% | 2.28% | 203 | +16,075 | 7.39% | Q1 2026 | Apr 08, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 233,128 | 9,917 | 7.57% | 4.9% | 204 | +99,742 | 74.78% | Q1 2026 | May 08, 2026 |
| Freedom Financial Partners LLC | History | Added to | 232,758 | 9,901 | 3.53% | 2.99% | 205 | +44,671 | 23.75% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 229,364 | 9,825 | 0.52% | 0.46% | 206 | +1,188 | 0.52% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 210,505 | 9,672 | 0.17% | 0.15% | 207 | +137,534 | 188.48% | Q1 2026 | May 01, 2026 |
| FreeGulliver LLC | History | Added to | 225,185 | 9,579 | 4.04% | 3.34% | 208 | +16,994 | 8.16% | Q1 2026 | May 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 224,842 | 9,564 | 7.33% | 6.77% | 209 | +19,620 | 9.56% | Q1 2026 | Apr 22, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 224,553 | 9,552 | 10.13% | 9.96% | 210 | +10,960 | 5.13% | Q1 2026 | Apr 10, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 224,250 | 9,539 | 5.86% | 5.1% | 211 | +40,073 | 21.76% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 219,164 | 9,323 | 0.23% | 0.23% | 212 | +16,440 | 8.11% | Q1 2026 | Apr 07, 2026 |
| CLG LLC | History | Reduced | 216,540 | 9,211 | 2.29% | 3.21% | 213 | -78,677 | -26.65% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 215,348 | 9,160 | 3.3% | 1.66% | 214 | +111,897 | 108.16% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 214,567 | 9,127 | 0.01% | 0.01% | 215 | +86,419 | 67.44% | Q1 2026 | May 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 210,052 | 8,935 | 7.48% | 5.96% | 216 | -2,018 | -0.95% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | Added to | 209,288 | 8,903 | 4.39% | 4.05% | 217 | +18,887 | 9.92% | Q1 2026 | Apr 08, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 208,949 | 8,888 | 6.96% | 7.55% | 218 | +3,944 | 1.92% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 205,451 | 8,739 | 0.5% | 0.53% | 219 | +1,080 | 0.53% | Q1 2026 | Apr 09, 2026 |
| NOVEM GROUP | History | Added to | 205,364 | 8,736 | 1.0% | 0.97% | 220 | +12,901 | 6.7% | Q1 2026 | Apr 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 186,190 | 8,641 | 4.47% | 4.48% | 221 | +28,773 | 18.28% | Q1 2026 | May 18, 2026 |
| Compton Financial Group, LLC | History | Added to | 202,591 | 8,618 | 1.9% | 0.09% | 222 | +193,017 | 2016.05% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 202,106 | 8,597 | 0.24% | 0.07% | 223 | +152,534 | 307.7% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 201,579 | 8,575 | 0.61% | 0.94% | 224 | +46,974 | 30.38% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 195,085 | 8,298 | 1.34% | 1.5% | 225 | -4,343 | -2.18% | Q1 2026 | Apr 29, 2026 |
| EWA, LLC | History | New | 194,292 | 8,265 | 1.87% | — | 226 | +194,292 | New | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 193,270 | 8,221 | 0.4% | 0.37% | 227 | +20,231 | 11.69% | Q1 2026 | May 05, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 191,079 | 8,128 | 2.97% | 2.75% | 228 | +19,967 | 11.67% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Added to | 190,235 | 8,092 | 1.28% | 1.26% | 229 | +5,147 | 2.78% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 184,316 | 7,886 | 0.07% | 0.04% | 230 | +97,693 | 112.78% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 183,897 | 7,822 | 0.09% | 0.08% | 231 | +26,876 | 17.12% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 183,329 | 7,798 | 0.08% | 0.08% | 232 | -1,002 | -0.54% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 177,932 | 7,569 | 0.47% | 0.51% | 233 | -3,114 | -1.72% | Q1 2026 | Apr 27, 2026 |
| Convergence Financial, LLC | History | Added to | 177,455 | 7,548 | 0.8% | 0.96% | 234 | +27,166 | 18.08% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 176,585 | 7,511 | 0.15% | 0.15% | 235 | +7,892 | 4.68% | Q1 2026 | May 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 169,881 | 7,226 | 4.16% | 4.37% | 236 | +4,438 | 2.68% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 166,713 | 7,091 | 0.52% | 0.49% | 237 | +17,802 | 11.95% | Q1 2026 | Apr 22, 2026 |
| DAHRING | CUSMANO LLC | History | New | 160,620 | 6,832 | 4.2% | — | 238 | +160,620 | New | Q1 2026 | May 05, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 158,014 | 6,721 | 2.24% | 0.72% | 239 | +103,201 | 188.28% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 156,331 | 6,650 | 0.03% | 0.03% | 240 | +1,675 | 1.08% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 155,772 | 6,626 | 0.36% | 0.37% | 241 | +6,284 | 4.2% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 154,266 | 6,562 | 0.29% | 0.29% | 242 | +12,433 | 8.77% | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | Added to | 153,788 | 6,542 | 1.71% | 1.63% | 243 | +17,522 | 12.86% | Q1 2026 | Apr 08, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 153,188 | 6,516 | 2.34% | 2.26% | 244 | +10,139 | 7.09% | Q1 2026 | Apr 14, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 143,384 | 6,506 | 4.19% | 4.07% | 245 | +4,845 | 3.5% | Q1 2026 | Apr 16, 2026 |
| Bill Few Associates, Inc. | History | Added to | 152,206 | 6,474 | 1.55% | 1.42% | 246 | +19,754 | 14.91% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 152,081 | 6,469 | 0.52% | 0.48% | 247 | +13,786 | 9.97% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 152,018 | 6,466 | 2.11% | 2.33% | 248 | +1,263 | 0.84% | Q1 2026 | May 14, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 149,796 | 6,372 | 5.54% | 3.0% | 249 | +72,452 | 93.68% | Q1 2026 | Apr 28, 2026 |
| BNB Wealth Management, LLC | History | Added to | 149,755 | 6,370 | 4.09% | 3.91% | 250 | +10,601 | 7.62% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 147,064 | 6,256 | 0.07% | 0.06% | 251 | +32,064 | 27.88% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 145,085 | 6,187 | 0.08% | 0.06% | 252 | +53,158 | 57.83% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 144,819 | 6,160 | 0.15% | 0.12% | 253 | +27,932 | 23.9% | Q1 2026 | May 11, 2026 |
| Greenline Wealth Management LLC | History | Added to | 143,828 | 6,118 | 7.06% | 6.28% | 254 | +4,783 | 3.44% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | Added to | 143,333 | 6,097 | 0.79% | 0.74% | 255 | +12,976 | 9.95% | Q1 2026 | Apr 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 143,242 | 6,093 | 0.23% | 0.24% | 256 | -22,839 | -13.75% | Q1 2026 | Apr 21, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 142,805 | 6,074 | 1.66% | 1.95% | 257 | +28,319 | 24.74% | Q1 2026 | Apr 27, 2026 |
| Affiance Financial, LLC | History | Added to | 142,312 | 6,053 | 0.98% | 0.84% | 258 | +22,602 | 18.88% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 144,629 | 5,996 | 0.22% | 0.22% | 259 | +10,426 | 7.77% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 140,607 | 5,981 | 0.47% | 0.47% | 260 | +3,453 | 2.52% | Q1 2026 | Apr 13, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 133,287 | 5,960 | 1.21% | 1.13% | 261 | +16,502 | 14.13% | Q1 2026 | Apr 15, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 139,564 | 5,937 | 4.42% | 4.81% | 262 | +500 | 0.36% | Q1 2026 | Apr 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 125,012 | 5,935 | 4.73% | 6.26% | 263 | -46,053 | -26.92% | Q1 2026 | May 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 139,259 | 5,934 | 3.93% | 3.97% | 264 | +5,477 | 4.09% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 138,324 | 5,884 | 0.0% | 0.0% | 265 | +136,706 | 8449.07% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 137,889 | 5,865 | 0.08% | 0.08% | 266 | +8,934 | 6.93% | Q1 2026 | May 15, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 137,529 | 5,850 | 2.1% | 2.12% | 267 | +1,246 | 0.91% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 136,403 | 5,802 | 0.21% | 0.21% | 268 | +7,552 | 5.86% | Q1 2026 | May 14, 2026 |
| Steffes Financial, Ltd. | History | Added to | 134,918 | 5,739 | 3.03% | 3.03% | 269 | +1,875 | 1.41% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 134,698 | 5,730 | 4.08% | 4.09% | 270 | +8,986 | 7.15% | Q1 2026 | May 19, 2026 |
| CHOREO, LLC | History | Reduced | 133,818 | 5,707 | 0.07% | 0.08% | 271 | -6,413 | -4.57% | Q1 2026 | May 12, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 134,112 | 5,705 | 1.71% | 1.82% | 272 | -1,326 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 132,614 | 5,641 | 0.43% | 0.39% | 273 | +21,787 | 19.66% | Q1 2026 | Apr 22, 2026 |
| Balentine LLC | History | No change | 131,411 | 5,590 | 0.23% | 0.22% | 274 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 130,786 | 5,563 | 2.2% | 2.17% | 275 | +8,683 | 7.11% | Q1 2026 | May 01, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 130,506 | 5,551 | 1.34% | 1.23% | 276 | +13,819 | 11.84% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 130,038 | 5,531 | 0.31% | 0.33% | 277 | +65,543 | 101.62% | Q1 2026 | Apr 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 129,995 | 5,529 | 2.91% | 2.83% | 278 | +5,941 | 4.79% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 129,784 | 5,521 | 0.17% | 0.09% | 279 | +59,217 | 83.92% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 128,497 | 5,466 | 0.14% | 0.13% | 280 | +26,000 | 25.37% | Q1 2026 | May 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 128,372 | 5,460 | 2.95% | 2.42% | 281 | +27,981 | 27.87% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisory, LLC | History | New | 126,876 | 5,397 | 0.51% | — | 282 | +126,876 | New | Q1 2026 | May 04, 2026 |
| Bravera Wealth | History | Added to | 124,182 | 5,282 | 2.38% | 2.29% | 283 | +19,486 | 18.61% | Q1 2026 | Apr 22, 2026 |
| Delta Investment Management, LLC | History | Reduced | 123,854 | 5,268 | 0.94% | 1.35% | 284 | -54,166 | -30.43% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 123,085 | 5,236 | 3.97% | 4.01% | 285 | +4,914 | 4.16% | Q1 2026 | May 14, 2026 |
| Expressive Wealth LLC | History | Added to | 109,566 | 5,198 | 4.95% | 4.2% | 286 | +20,350 | 22.81% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 121,002 | 5,147 | 0.12% | 0.11% | 287 | +18,200 | 17.7% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 120,309 | 5,117 | 0.08% | 0.08% | 288 | +10,041 | 9.11% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 120,178 | 5,112 | 0.24% | 0.17% | 289 | +41,627 | 52.99% | Q1 2026 | Apr 28, 2026 |
| RM Financial Services, LLC | History | Added to | 119,007 | 5,062 | 4.37% | 4.12% | 290 | +12,593 | 11.83% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | Added to | 118,118 | 5,024 | 3.45% | 3.29% | 291 | +9,918 | 9.17% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 117,412 | 4,994 | 0.25% | 0.11% | 292 | +67,830 | 136.8% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Added to | 117,092 | 4,981 | 0.17% | 0.14% | 293 | +18,010 | 18.18% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 115,807 | 4,926 | 0.04% | 0.04% | 294 | +10,062 | 9.52% | Q1 2026 | Apr 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 115,601 | 4,917 | 0.98% | 0.81% | 295 | +28,922 | 33.37% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 113,985 | 4,848 | 0.15% | 0.18% | 296 | +4,419 | 4.03% | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 112,847 | 4,800 | 4.11% | — | 297 | +112,847 | New | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 112,309 | 4,777 | 0.5% | 0.42% | 298 | +23,617 | 26.63% | Q1 2026 | May 04, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 111,194 | 4,730 | 2.27% | 2.4% | 299 | +3,069 | 2.84% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 110,775 | 4,724 | 0.17% | 0.1% | 300 | +42,246 | 61.65% | Q1 2026 | Apr 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 110,710 | 4,709 | 2.07% | 3.09% | 301 | -57,933 | -34.35% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 110,137 | 4,685 | 0.22% | 0.21% | 302 | +5,344 | 5.1% | Q1 2026 | May 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 108,129 | 4,599 | 0.01% | — | 303 | +108,129 | New | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 107,578 | 4,576 | 2.96% | 2.84% | 304 | +8,555 | 8.64% | Q1 2026 | May 20, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 106,935 | 4,548 | 0.37% | 0.33% | 305 | +18,257 | 20.59% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 106,079 | 4,512 | 0.55% | 0.58% | 306 | +664 | 0.63% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 105,227 | 4,476 | 0.08% | 0.08% | 307 | +3,321 | 3.26% | Q1 2026 | May 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 104,320 | 4,437 | 2.68% | 2.75% | 308 | +362 | 0.35% | Q1 2026 | Apr 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 102,609 | 4,364 | 0.48% | 0.29% | 309 | +41,519 | 67.96% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 100,837 | 4,289 | 0.32% | 0.33% | 310 | +5,864 | 6.17% | Q1 2026 | Apr 30, 2026 |
| Bulwark Capital Corp | History | Reduced | 100,758 | 4,286 | 2.64% | 3.25% | 311 | -3,856 | -3.69% | Q1 2026 | Apr 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 100,488 | 4,285 | 1.23% | 1.2% | 312 | +4,603 | 4.8% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 99,810 | 4,256 | 0.31% | 0.39% | 313 | -21,997 | -18.06% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 97,213 | 4,135 | 0.41% | 0.18% | 314 | +54,965 | 130.1% | Q1 2026 | May 14, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 95,758 | 4,073 | 2.62% | 2.51% | 315 | +9,576 | 11.11% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 94,876 | 4,036 | 2.21% | 2.43% | 316 | -7,676 | -7.48% | Q1 2026 | Apr 28, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 94,481 | 4,019 | 3.17% | 2.95% | 317 | +12,619 | 15.41% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 91,879 | 3,908 | 0.01% | 0.0% | 318 | +90,367 | 5976.65% | Q1 2026 | May 01, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 90,607 | 3,867 | 1.6% | 1.66% | 319 | -272 | -0.3% | Q1 2026 | Apr 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 95,270 | 3,845 | 1.44% | 1.43% | 320 | +7,830 | 8.95% | Q1 2026 | May 14, 2026 |
| Owen LaRue, LLC | History | Added to | 89,016 | 3,786 | 1.45% | 1.47% | 321 | +400 | 0.45% | Q1 2026 | Apr 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 88,985 | 3,785 | 1.7% | 2.36% | 322 | -36,793 | -29.25% | Q1 2026 | Apr 23, 2026 |
| Latitude Advisors, LLC | History | Added to | 87,468 | 3,720 | 1.7% | 1.46% | 323 | +11,498 | 15.13% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 86,922 | 3,697 | 0.05% | 0.05% | 324 | +6,584 | 8.2% | Q1 2026 | Apr 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 86,810 | 3,693 | 0.05% | 0.05% | 325 | -10,700 | -10.97% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 86,734 | 3,689 | 0.12% | 0.12% | 326 | -2,085 | -2.35% | Q1 2026 | Apr 08, 2026 |
| APS Management Group, Inc. | History | Added to | 86,532 | 3,681 | 3.15% | 2.8% | 327 | +11,489 | 15.31% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 86,071 | 3,661 | 0.09% | 0.08% | 328 | +6,161 | 7.71% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 85,915 | 3,654 | 2.33% | 2.27% | 329 | +8,913 | 11.58% | Q1 2026 | Apr 27, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 85,573 | 3,640 | 1.15% | 0.98% | 330 | +13,159 | 18.17% | Q1 2026 | Apr 16, 2026 |
| Carson Advisory Inc. | History | Added to | 83,325 | 3,544 | 1.84% | 1.86% | 331 | +1,443 | 1.76% | Q1 2026 | May 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 74,846 | 3,514 | 0.24% | 0.16% | 332 | +23,291 | 45.18% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 82,406 | 3,505 | 0.1% | 0.08% | 333 | +14,363 | 21.11% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 82,133 | 3,494 | 0.01% | 0.01% | 334 | -23,652 | -22.36% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 81,821 | 3,480 | 0.22% | 0.24% | 335 | -429 | -0.52% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 81,194 | 3,453 | 2.02% | 1.6% | 337 | +19,007 | 30.56% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Added to | 81,188 | 3,453 | 0.2% | 0.21% | 336 | +677 | 0.84% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,932 | 3,400 | 0.19% | 0.2% | 338 | +2,817 | 3.65% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 79,853 | 3,396 | 0.0% | 0.0% | 339 | -17,779 | -18.21% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 79,113 | 3,365 | 1.54% | 1.56% | 340 | +4,882 | 6.58% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 75,918 | 3,313 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 77,546 | 3,298 | 1.56% | 1.64% | 342 | -1,590 | -2.01% | Q1 2026 | Apr 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 77,192 | 3,283 | 0.68% | 0.73% | 343 | +1,558 | 2.06% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 75,726 | 3,221 | 0.4% | 0.62% | 344 | +500 | 0.66% | Q1 2026 | May 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 73,827 | 3,159 | 0.22% | 0.24% | 345 | -7,810 | -9.57% | Q1 2026 | May 01, 2026 |
| StrongBox Wealth, LLC | History | Added to | 72,447 | 3,081 | 0.99% | 0.91% | 346 | +8,752 | 13.74% | Q1 2026 | May 08, 2026 |
| Elequin Capital, LP | History | New | 72,059 | 3,065 | 0.26% | — | 347 | +72,059 | New | Q1 2026 | May 11, 2026 |
| Financial Council, LLC | History | Added to | 71,826 | 3,055 | 1.18% | 0.99% | 348 | +14,853 | 26.07% | Q1 2026 | Apr 21, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 71,172 | 3,027 | 0.66% | 0.64% | 349 | +4,266 | 6.38% | Q1 2026 | Apr 30, 2026 |
| Cooper Financial Group | History | Reduced | 70,664 | 3,006 | 0.3% | 0.33% | 350 | -981 | -1.37% | Q1 2026 | Apr 07, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 70,215 | 2,986 | 0.64% | 0.21% | 351 | +47,215 | 205.28% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 69,551 | 2,958 | 0.19% | 0.18% | 352 | +6,370 | 10.08% | Q1 2026 | Apr 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 69,419 | 2,953 | 0.39% | 0.29% | 353 | +22,380 | 47.58% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 68,189 | 2,900 | 0.03% | 0.03% | 354 | +4,992 | 7.9% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 66,840 | 2,851 | 0.08% | 0.01% | 355 | +58,112 | 665.81% | Q1 2026 | May 13, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 66,688 | 2,836 | 1.29% | 1.34% | 356 | -1,274 | -1.87% | Q1 2026 | Apr 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 65,449 | 2,784 | 0.65% | 0.7% | 357 | -1,195 | -1.79% | Q1 2026 | Apr 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 65,244 | 2,775 | 0.21% | 0.2% | 358 | +373 | 0.57% | Q1 2026 | Apr 13, 2026 |
| Altus Wealth Group LLC | History | Added to | 64,112 | 2,727 | 1.12% | 0.75% | 359 | +20,892 | 48.34% | Q1 2026 | Apr 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 63,922 | 2,719 | 1.13% | 1.13% | 360 | +5,015 | 8.51% | Q1 2026 | May 06, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 63,447 | 2,699 | 2.09% | 2.19% | 361 | -1,097 | -1.7% | Q1 2026 | Apr 28, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 63,252 | 2,689 | 0.49% | 0.37% | 362 | +14,989 | 31.06% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 62,448 | 2,656 | 0.16% | 0.13% | 363 | +1,229 | 2.01% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 62,118 | 2,642 | 0.09% | 0.1% | 364 | -494 | -0.79% | Q1 2026 | May 06, 2026 |
| Merited Wealth, LLC | History | Added to | 62,003 | 2,637 | 2.19% | 1.92% | 365 | +14,569 | 30.71% | Q1 2026 | Apr 24, 2026 |
| Selby Wealth Management, LLC | History | Added to | 61,974 | 2,636 | 1.04% | 0.84% | 366 | +14,481 | 30.49% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 61,947 | 2,635 | 0.05% | 0.05% | 367 | +1,167 | 1.92% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 61,900 | 2,633 | 0.0% | 0.01% | 368 | -31,600 | -33.8% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 60,932 | 2,592 | 0.03% | 0.04% | 369 | -17,086 | -21.9% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 60,146 | 2,558 | 0.37% | 0.44% | 370 | -8,444 | -12.31% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 59,929 | 2,549 | 0.65% | 0.4% | 371 | +24,565 | 69.46% | Q1 2026 | Apr 22, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 59,584 | 2,534 | 0.48% | 0.35% | 372 | +17,376 | 41.17% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 59,336 | 2,524 | 0.41% | 0.33% | 373 | +4,262 | 7.74% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 59,315 | 2,523 | 0.93% | 0.57% | 374 | +24,945 | 72.58% | Q1 2026 | Apr 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 58,102 | 2,471 | 0.65% | 0.49% | 375 | +8,435 | 16.98% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 57,185 | 2,432 | 0.19% | 0.17% | 376 | +5,991 | 11.7% | Q1 2026 | Apr 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 57,122 | 2,429 | 0.24% | 0.29% | 377 | -8,956 | -13.55% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Added to | 56,326 | 2,397 | 0.16% | 0.14% | 378 | +11,958 | 26.95% | Q1 2026 | May 13, 2026 |
| Orca Wealth Management, LLC | History | Reduced | 52,384 | 2,228 | 1.59% | 1.71% | 379 | -659 | -1.24% | Q1 2026 | Apr 23, 2026 |
| Rubicon Advisors, GP | History | Added to | 52,301 | 2,224 | 1.94% | 0.45% | 380 | +41,044 | 364.61% | Q1 2026 | May 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 52,270 | 2,223 | 0.76% | 0.72% | 381 | +5,147 | 10.92% | Q1 2026 | Apr 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 51,841 | 2,205 | 0.48% | 0.5% | 382 | +856 | 1.68% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 47,677 | 2,197 | 0.47% | 0.46% | 383 | +3,105 | 6.97% | Q1 2026 | Apr 28, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 51,185 | 2,177 | 0.9% | 0.98% | 384 | -4,919 | -8.77% | Q1 2026 | May 07, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 51,086 | 2,173 | 1.29% | 1.24% | 385 | +4,610 | 9.92% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 50,905 | 2,165 | 0.0% | 0.0% | 386 | -1,415 | -2.7% | Q1 2026 | May 12, 2026 |
| Northwest Financial Advisors | History | Added to | 50,093 | 2,130 | 4.11% | 3.95% | 387 | +6,061 | 13.76% | Q1 2026 | Apr 24, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 49,180 | 2,092 | 2.05% | 1.16% | 388 | +7,461 | 17.88% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 49,166 | 2,091 | 0.08% | 0.21% | 389 | -82,129 | -62.55% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 48,624 | 2,068 | 0.18% | 0.14% | 390 | +11,023 | 29.32% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 47,660 | 2,027 | 0.47% | 0.43% | 391 | +5,307 | 12.53% | Q1 2026 | Apr 17, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 47,054 | 2,001 | 0.69% | 0.9% | 392 | -8,876 | -15.87% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 46,230 | 1,966 | 0.01% | 0.01% | 393 | +10,029 | 27.7% | Q1 2026 | May 15, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 45,744 | 1,945 | 0.91% | 0.8% | 394 | +6,663 | 17.05% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 45,034 | 1,915 | 0.2% | 0.24% | 395 | +3,260 | 7.8% | Q1 2026 | Apr 23, 2026 |
| ZEGA Investments, LLC | History | Reduced | 44,636 | 1,898 | 0.21% | 0.24% | 396 | -1,314 | -2.86% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 44,468 | 1,891 | 0.79% | 0.72% | 397 | +6,759 | 17.92% | Q1 2026 | May 01, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 44,401 | 1,888 | 1.72% | 0.89% | 398 | +22,372 | 101.56% | Q1 2026 | Apr 23, 2026 |
| Burford Brothers, Inc. | History | Added to | 44,269 | 1,883 | 0.77% | 0.76% | 399 | +2,039 | 4.83% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 43,540 | 1,852 | 0.6% | 0.66% | 400 | -3,058 | -6.56% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 43,061 | 1,831 | 0.6% | 0.52% | 401 | +7,613 | 21.48% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 42,867 | 1,823 | 0.35% | 0.32% | 402 | +7,007 | 19.54% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Added to | 42,833 | 1,822 | 0.38% | 0.39% | 403 | +82 | 0.19% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 42,786 | 1,820 | 0.1% | 0.18% | 404 | -905 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Saxony Capital Management, LLC | History | Added to | 42,716 | 1,817 | 1.05% | 1.05% | 405 | +3,532 | 9.01% | Q1 2026 | Apr 24, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 42,427 | 1,804 | 0.37% | 0.36% | 406 | +4,650 | 12.31% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,190 | 1,794 | 0.01% | 0.01% | 407 | +6,430 | 17.98% | Q1 2026 | Apr 27, 2026 |
| MSH Capital Advisors LLC | History | Added to | 42,069 | 1,789 | 0.38% | 0.33% | 408 | +6,169 | 17.18% | Q1 2026 | May 08, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 41,951 | 1,784 | 0.66% | 0.62% | 409 | +3,220 | 8.31% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 41,709 | 1,774 | 0.1% | 0.2% | 410 | -33,547 | -44.58% | Q1 2026 | Apr 30, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 41,425 | 1,762 | 1.19% | 1.11% | 411 | +5,218 | 14.41% | Q1 2026 | May 07, 2026 |
| Summit Global Investments | History | Added to | 41,333 | 1,758 | 0.1% | 0.1% | 412 | +1,734 | 4.38% | Q1 2026 | May 07, 2026 |
| Capital Management Associates, Inc | History | Added to | 41,279 | 1,755 | 0.4% | 0.37% | 413 | +2,955 | 7.71% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 41,004 | 1,748 | 0.15% | 0.07% | 414 | +20,894 | 103.9% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 40,362 | 1,716 | 0.9% | — | 415 | +40,362 | New | Q1 2026 | May 08, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 40,087 | 1,705 | 0.26% | 0.28% | 416 | +31 | 0.08% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 39,944 | 1,699 | 0.06% | — | 417 | +39,944 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 39,909 | 1,697 | 0.06% | 0.06% | 418 | +3,650 | 10.07% | Q1 2026 | Apr 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 39,816 | 1,693 | 0.66% | 0.65% | 419 | +1,688 | 4.43% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 39,451 | 1,678 | 0.26% | 0.18% | 420 | +14,200 | 56.24% | Q1 2026 | May 04, 2026 |
| MRWM Advisors, LLC | History | Reduced | 38,474 | 1,636 | 0.89% | 0.94% | 421 | -1,649 | -4.11% | Q1 2026 | Apr 20, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 38,206 | 1,625 | 1.75% | 1.57% | 422 | +1,551 | 4.23% | Q1 2026 | Apr 29, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 37,809 | 1,608 | 0.17% | 0.19% | 423 | -1,656 | -4.2% | Q1 2026 | Apr 24, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 37,629 | 1,600 | 1.09% | 1.08% | 424 | +2,580 | 7.36% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 37,452 | 1,593 | 0.22% | 0.26% | 425 | +706 | 1.92% | Q1 2026 | May 08, 2026 |
| Southland Equity Partners LLC | History | Added to | 37,026 | 1,575 | 0.31% | 0.27% | 427 | +5,691 | 18.16% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 36,096 | 1,575 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 36,775 | 1,564 | 0.32% | 0.32% | 428 | +778 | 2.16% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 36,175 | 1,538 | 0.01% | 0.0% | 429 | +20,888 | 136.64% | Q1 2026 | May 13, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Added to | 36,081 | 1,534 | 0.54% | 0.46% | 430 | +4,486 | 14.2% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 34,638 | 1,511 | 0.11% | 0.11% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 35,498 | 1,510 | 0.62% | 0.46% | 432 | +5,559 | 18.57% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,359 | 1,504 | 0.0% | 0.0% | 433 | +14,027 | 65.76% | Q1 2026 | May 13, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 34,335 | 1,460 | 0.37% | 0.31% | 434 | +7,776 | 29.28% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 31,340 | 1,422 | 0.09% | 0.09% | 435 | -401 | -1.26% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 33,336 | 1,418 | 0.08% | 0.08% | 436 | -117 | -0.35% | Q1 2026 | May 04, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 31,294 | 1,331 | 0.42% | 0.38% | 437 | +3,335 | 11.93% | Q1 2026 | Apr 17, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 31,204 | 1,327 | 0.09% | 0.1% | 438 | +572 | 1.87% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 30,832 | 1,323 | 0.84% | 1.65% | 439 | -41,497 | -57.37% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 29,705 | 1,263 | 1.01% | 0.96% | 440 | -501 | -1.66% | Q1 2026 | May 11, 2026 |
| WealthSpring Partners, LLC | History | New | 29,502 | 1,255 | 1.15% | — | 441 | +29,502 | New | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Added to | 29,165 | 1,240 | 0.06% | 0.03% | 442 | +14,248 | 95.52% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Reduced | 28,957 | 1,231 | 0.0% | 0.0% | 443 | -139 | -0.48% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Reduced | 27,846 | 1,184 | 1.82% | 1.34% | 444 | -2,017 | -6.75% | Q1 2026 | Apr 23, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 27,822 | 1,183 | 1.0% | 1.0% | 445 | +68 | 0.25% | Q1 2026 | Apr 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 27,620 | 1,174 | 0.12% | 0.12% | 446 | +1,612 | 6.2% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 27,597 | 1,173 | 0.14% | 0.12% | 447 | +5,702 | 26.04% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,432 | 1,166 | 0.0% | 0.0% | 448 | +19,340 | 239.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | New | 27,408 | 1,165 | 0.35% | — | 449 | +27,408 | New | Q1 2026 | Apr 20, 2026 |
| Auxano Advisors, LLC | History | No change | 26,996 | 1,148 | 0.23% | 0.23% | 450 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,835 | 1,141 | 0.17% | 0.17% | 451 | +1,764 | 7.04% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 26,664 | 1,137 | 0.03% | 0.03% | 452 | +425 | 1.62% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 26,674 | 1,134 | 0.05% | 0.04% | 453 | +7,454 | 38.78% | Q1 2026 | Apr 30, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 26,450 | 1,125 | 0.08% | 0.08% | 454 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 26,082 | 1,109 | 0.57% | 0.44% | 455 | +7,055 | 37.08% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 26,029 | 1,107 | 0.27% | 0.26% | 456 | +1,545 | 6.31% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 25,857 | 1,099 | 0.03% | 0.01% | 457 | +17,247 | 200.31% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | New | 25,592 | 1,088 | 0.01% | — | 458 | +25,592 | New | Q1 2026 | May 13, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 24,592 | 1,046 | 0.98% | 1.04% | 460 | -153 | -0.62% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 24,594 | 1,046 | 0.36% | 0.36% | 459 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Certified Advisory Corp | History | Added to | 24,504 | 1,042 | 0.09% | 0.1% | 461 | +47 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 23,827 | 1,013 | 0.53% | 0.62% | 462 | +1,857 | 8.45% | Q1 2026 | Apr 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 23,569 | 1,002 | 0.01% | 0.02% | 463 | -1,053 | -4.28% | Q1 2026 | May 05, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 23,290 | 990 | 0.33% | 0.52% | 464 | -10,744 | -31.57% | Q1 2026 | May 05, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 23,224 | 988 | 0.34% | 0.28% | 465 | +4,761 | 25.79% | Q1 2026 | Apr 08, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 22,940 | 975 | 0.26% | 0.26% | 466 | +1,373 | 6.37% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 22,738 | 967 | 0.82% | 0.82% | 467 | +1,095 | 5.06% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 22,707 | 965 | 0.0% | 0.0% | 468 | +22,534 | 13025.43% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Added to | 22,498 | 957 | 0.39% | 0.37% | 469 | +2,532 | 12.68% | Q1 2026 | Apr 24, 2026 |
| Stablepoint Partners, LLC | History | Added to | 22,462 | 955 | 0.14% | 0.13% | 470 | +2,852 | 14.54% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 22,345 | 950 | 0.07% | 0.02% | 471 | +15,666 | 234.56% | Q1 2026 | Apr 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 22,309 | 949 | 0.05% | 0.07% | 472 | -11,681 | -34.37% | Q1 2026 | Apr 28, 2026 |
| National Wealth Management Group, LLC | History | Added to | 22,182 | 943 | 0.35% | 0.33% | 473 | +437 | 2.01% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,826 | 928 | 0.0% | 0.0% | 474 | +1,832 | 9.16% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Added to | 21,735 | 924 | 0.74% | 0.74% | 475 | +977 | 4.71% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,666 | 921 | 0.07% | 0.06% | 476 | +3,696 | 20.57% | Q1 2026 | May 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 21,650 | 920 | 1.1% | 0.82% | 477 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avant Capital LLC | History | Added to | 21,485 | 913 | 0.64% | 0.54% | 479 | +3,463 | 19.22% | Q1 2026 | May 12, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 21,469 | 913 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 21,210 | 902 | 0.87% | 0.83% | 480 | +1,978 | 10.28% | Q1 2026 | May 05, 2026 |
| Intrua Financial, LLC | History | Added to | 20,960 | 891 | 0.09% | 0.09% | 481 | +1,784 | 9.3% | Q1 2026 | Apr 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 20,478 | 871 | 0.17% | 0.23% | 482 | -4,375 | -17.6% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 19,906 | 868 | 0.15% | 0.15% | 483 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 20,223 | 860 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Perspectives, Inc | History | Added to | 20,013 | 851 | 0.24% | 0.23% | 485 | +396 | 2.02% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 19,832 | 843 | 0.01% | 0.0% | 486 | +2,336 | 13.35% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 19,659 | 836 | 0.19% | 0.17% | 487 | +2,485 | 14.47% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,587 | 833 | 0.0% | 0.0% | 488 | +5,683 | 40.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,333 | 822 | 0.0% | 0.0% | 489 | +1,161 | 6.39% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,226 | 817 | 0.03% | 0.03% | 490 | +1,304 | 7.28% | Q1 2026 | Apr 20, 2026 |
| Midwest Financial Group LLC | History | New | 19,102 | 812 | 0.35% | — | 491 | +19,102 | New | Q1 2026 | Apr 22, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 18,703 | 795 | 0.54% | 0.59% | 492 | -368 | -1.93% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | No change | 18,652 | 793 | 0.08% | 0.07% | 493 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 18,637 | 788 | 0.25% | 0.22% | 494 | +2,541 | 15.79% | Q1 2026 | May 14, 2026 |
| January Capital Advisors LLC | History | New | 18,502 | 787 | 1.06% | — | 495 | +18,502 | New | Q1 2026 | May 20, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,958 | 784 | 0.11% | 0.06% | 496 | +9,220 | 94.68% | Q1 2026 | Apr 17, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 18,137 | 771 | 0.06% | 0.06% | 497 | -960 | -5.03% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | No change | 17,668 | 771 | 0.12% | 0.12% | 498 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 18,062 | 770 | 0.19% | 0.18% | 499 | +3,005 | 19.96% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,053 | 769 | 0.02% | 0.02% | 500 | +279 | 1.57% | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | No change | 17,897 | 761 | 0.35% | 0.35% | 501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 17,835 | 758 | 0.75% | 0.76% | 502 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OPTIMA CAPITAL LLC | History | New | 17,573 | 749 | 0.35% | — | 503 | +17,573 | New | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,423 | 741 | 0.0% | 0.0% | 504 | +6,001 | 52.54% | Q1 2026 | May 13, 2026 |
| Lincoln Capital LLC | History | Added to | 17,294 | 735 | 0.14% | 0.13% | 505 | +909 | 5.55% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | No change | 16,698 | 710 | 0.06% | 0.06% | 506 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORDEN GROUP LLC | History | No change | 16,555 | 704 | 0.07% | 0.07% | 507 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Retireful, LLC | History | New | 15,973 | 691 | 0.97% | — | 508 | +15,973 | New | Q1 2026 | Apr 15, 2026 |
| Clearwave Capital, LLC | History | No change | 16,138 | 686 | 0.47% | 0.52% | 509 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 15,927 | 677 | 0.1% | 3.79% | 510 | -618,286 | -97.49% | Q1 2026 | May 01, 2026 |
| NWF Advisory Services Inc. | History | Added to | 15,880 | 675 | 0.08% | 0.06% | 511 | +2,953 | 22.84% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 15,452 | 657 | 0.38% | 0.06% | 512 | +13,010 | 532.76% | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 14,178 | 653 | 0.22% | 0.22% | 513 | -681 | -4.58% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 14,650 | 623 | 0.01% | 0.01% | 514 | -2,226 | -13.19% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 14,592 | 620 | 0.03% | 0.03% | 515 | +1,206 | 9.01% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,312 | 608 | 0.16% | 0.09% | 516 | +7,290 | 103.82% | Q1 2026 | May 06, 2026 |
| Ballew Advisors, Inc | History | Added to | 13,510 | 603 | 0.34% | 0.24% | 517 | +3,733 | 38.18% | Q1 2026 | Apr 10, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 14,184 | 603 | 0.14% | 0.13% | 518 | +940 | 7.1% | Q1 2026 | Apr 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 14,163 | 602 | 0.05% | 0.05% | 519 | -102 | -0.72% | Q1 2026 | May 07, 2026 |
| Trilogy Capital Inc. | History | Reduced | 14,086 | 599 | 0.03% | 0.03% | 520 | -1,599 | -10.19% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 13,957 | 593 | 0.15% | 0.37% | 521 | +4,618 | 49.45% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,768 | 585 | 0.0% | 0.0% | 522 | -2,604 | -15.91% | Q1 2026 | May 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,624 | 579 | 0.14% | 0.1% | 523 | +4,782 | 54.08% | Q1 2026 | May 07, 2026 |
| VestGen Investment Management | History | Reduced | 13,587 | 577 | 0.32% | 0.35% | 524 | -763 | -5.32% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 13,383 | 569 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 13,354 | 568 | 0.02% | 0.02% | 526 | -182 | -1.34% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,272 | 564 | 0.08% | 0.08% | 527 | +1,128 | 9.29% | Q1 2026 | Apr 24, 2026 |
| Clarus Group, Inc. | History | Reduced | 13,270 | 564 | 0.2% | 0.21% | 528 | -50 | -0.38% | Q1 2026 | Apr 21, 2026 |
| CIM, LLC | History | Reduced | 13,208 | 561 | 0.08% | 0.08% | 529 | -327 | -2.42% | Q1 2026 | May 18, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 13,135 | 558 | 0.47% | 0.47% | 530 | +17 | 0.13% | Q1 2026 | May 08, 2026 |
| Prospect Financial Services LLC | History | Added to | 13,029 | 554 | 0.34% | 0.32% | 531 | +104 | 0.8% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 13,017 | 553 | 0.02% | 0.02% | 532 | +1,500 | 13.02% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Group | History | Reduced | 12,872 | 547 | 0.21% | 0.23% | 533 | -102 | -0.79% | Q1 2026 | Apr 01, 2026 |
| Vantus Wealth LLC | History | No change | 12,543 | 547 | 0.4% | 0.4% | 534 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CVFG LLC | History | Added to | 12,665 | 538 | 0.07% | 0.32% | 535 | +1,944 | 18.13% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 12,477 | 530 | 0.04% | 0.05% | 536 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| N.E.W. Advisory Services LLC | History | New | 12,457 | 529 | 0.04% | — | 537 | +12,457 | New | Q1 2026 | May 04, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 11,995 | 510 | 0.62% | 0.56% | 538 | -40 | -0.33% | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 11,961 | 508 | 0.05% | 0.05% | 539 | +1,033 | 9.45% | Q1 2026 | Apr 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 11,826 | 503 | 0.26% | 0.17% | 541 | +3,972 | 50.57% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,840 | 503 | 0.02% | 0.02% | 540 | +2,500 | 26.77% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 11,334 | 482 | 0.0% | — | 542 | +11,334 | New | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,277 | 479 | 0.01% | 0.0% | 543 | +2,010 | 21.69% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,265 | 479 | 0.02% | 0.02% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 10,038 | 476 | 0.45% | 0.92% | 545 | -5,977 | -37.32% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,172 | 475 | 0.06% | 0.06% | 546 | -39 | -0.35% | Q1 2026 | Apr 17, 2026 |
| Regent Peak Wealth Advisors LLC | History | New | 11,164 | 474 | 0.1% | — | 547 | +11,164 | New | Q1 2026 | Apr 14, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 11,051 | 471 | 0.36% | 0.36% | 548 | +4 | 0.04% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,048 | 469 | 0.0% | 0.0% | 549 | +2,449 | 28.48% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 10,542 | 448 | 0.03% | 0.02% | 550 | +2,725 | 34.86% | Q1 2026 | May 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 9,895 | 446 | 0.19% | 0.18% | 551 | +855 | 9.46% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 10,455 | 444 | 0.22% | 0.26% | 552 | -1,092 | -9.46% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 10,201 | 435 | 0.01% | 0.04% | 553 | -21,094 | -67.4% | Q1 2026 | May 05, 2026 |
| Allegheny Financial Group | History | Added to | 10,168 | 432 | 0.06% | 0.03% | 554 | +4,897 | 92.9% | Q1 2026 | Apr 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,119 | 431 | 0.04% | 0.04% | 555 | +154 | 1.55% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 10,048 | 427 | 0.02% | 0.02% | 556 | -1,012 | -9.15% | Q1 2026 | Apr 24, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,914 | 421 | 0.29% | 0.29% | 557 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | New | 9,858 | 419 | 0.0% | — | 558 | +9,858 | New | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 9,856 | 419 | 0.31% | — | 559 | +9,856 | New | Q1 2026 | Apr 24, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 9,787 | 416 | 0.15% | 0.16% | 560 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 8,739 | 411 | 0.24% | 0.26% | 561 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Francis Financial, Inc. | History | No change | 9,486 | 403 | 0.07% | 0.08% | 562 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 9,389 | 398 | 0.05% | 0.05% | 563 | +407 | 4.53% | Q1 2026 | Apr 15, 2026 |
| Capital Planning LLC | History | No change | 9,057 | 386 | 0.13% | 0.11% | 564 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | No change | 9,050 | 384 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,954 | 380 | 0.05% | 0.05% | 566 | -737 | -7.6% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 8,836 | 375 | 0.06% | 0.01% | 567 | +7,569 | 597.4% | Q1 2026 | May 06, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 8,802 | 374 | 0.15% | 0.14% | 569 | +453 | 5.43% | Q1 2026 | Apr 29, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 8,802 | 374 | 0.04% | 0.04% | 568 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,774 | 373 | 0.04% | 0.04% | 570 | -239 | -2.65% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | New | 8,580 | 364 | 0.01% | — | 571 | +8,580 | New | Q1 2026 | May 07, 2026 |
| Rodgers & Associates, LTD | History | New | 8,569 | 364 | 0.04% | — | 572 | +8,569 | New | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 8,487 | 361 | 0.01% | 0.01% | 573 | +2,023 | 31.3% | Q1 2026 | Apr 27, 2026 |
| Osprey Private Wealth LLC | History | Reduced | 8,482 | 360 | 0.1% | 0.11% | 574 | -360 | -4.07% | Q1 2026 | May 01, 2026 |
| High Falls Advisors, Inc | History | No change | 8,232 | 359 | 0.07% | 0.07% | 575 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 8,370 | 356 | 0.05% | — | 576 | +8,370 | New | Q1 2026 | May 11, 2026 |
| HFG Advisors, Inc. | History | No change | 8,340 | 354 | 0.25% | 0.26% | 577 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 8,145 | 346 | 0.07% | 0.07% | 578 | +118 | 1.47% | Q1 2026 | Apr 09, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 8,076 | 343 | 0.33% | 0.32% | 579 | +114 | 1.43% | Q1 2026 | Apr 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 7,516 | 343 | 0.42% | 0.45% | 580 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Added to | 7,972 | 339 | 0.01% | 0.01% | 581 | +590 | 7.99% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,966 | 338 | 0.06% | 0.06% | 582 | -232 | -2.83% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,898 | 335 | 0.01% | 0.02% | 583 | -3,748 | -32.18% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 7,795 | 332 | 0.01% | 0.0% | 584 | +450 | 6.13% | Q1 2026 | Apr 08, 2026 |
| Creekside Partners | History | No change | 7,794 | 331 | 0.14% | 0.14% | 585 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Register Financial Advisors LLC | History | New | 7,769 | 330 | 0.12% | — | 586 | +7,769 | New | Q1 2026 | Apr 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,753 | 329 | 0.04% | 0.04% | 587 | -100 | -1.27% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 7,684 | 326 | 0.02% | 0.02% | 588 | +275 | 3.71% | Q1 2026 | May 14, 2026 |
| tru Independence LLC | History | Reduced | 7,622 | 324 | 0.16% | 0.1% | 589 | -1,252 | -14.11% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Added to | 6,794 | 324 | 0.03% | 0.03% | 590 | +6 | 0.09% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 7,519 | 319 | 0.02% | 0.02% | 591 | +224 | 3.07% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,344 | 312 | 0.01% | 0.01% | 592 | -1,040 | -12.4% | Q1 2026 | May 11, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 7,193 | 308 | 0.11% | 0.12% | 593 | -200 | -2.71% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | New | 7,109 | 302 | 0.0% | — | 594 | +7,109 | New | Q1 2026 | May 11, 2026 |
| Synergy Financial Group, LTD | History | Added to | 7,036 | 299 | 0.22% | 0.16% | 595 | +1,746 | 33.01% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 6,933 | 294 | 0.02% | 0.02% | 596 | +447 | 6.89% | Q1 2026 | Apr 17, 2026 |
| Keeler Thomas Management LLC | History | New | 6,808 | 289 | 0.12% | — | 599 | +6,808 | New | Q1 2026 | May 11, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 6,373 | 289 | 0.12% | 0.13% | 597 | -134 | -2.06% | Q1 2026 | Apr 15, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 6,629 | 289 | 0.3% | 0.3% | 598 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 6,761 | 287 | 0.06% | 0.06% | 600 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 6,708 | 285 | 0.27% | 0.31% | 601 | -603 | -8.25% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,705 | 285 | 0.01% | 0.01% | 602 | -277 | -3.97% | Q1 2026 | May 13, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 6,297 | 285 | 0.04% | 0.05% | 603 | -3 | -0.05% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,687 | 284 | 0.0% | — | 604 | +6,687 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 6,650 | 282 | 0.0% | 0.0% | 605 | -4,260 | -39.05% | Q1 2026 | May 05, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 6,560 | 279 | 0.15% | 0.27% | 606 | -4,708 | -41.78% | Q1 2026 | Apr 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 6,445 | 274 | 0.1% | — | 608 | +6,445 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,445 | 274 | 0.1% | — | 609 | +6,445 | New | Q1 2026 | May 05, 2026 |
| Sonoma Allocations LLC | History | Added to | 6,368 | 274 | 0.09% | 0.09% | 607 | +16 | 0.25% | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Added to | 6,408 | 272 | 0.0% | 0.0% | 611 | +4,308 | 205.14% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 6,408 | 272 | 0.02% | 0.02% | 610 | -866 | -11.91% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 6,384 | 271 | 0.0% | 0.01% | 614 | -693 | -9.79% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 6,387 | 271 | 0.01% | 0.01% | 612 | +129 | 2.06% | Q1 2026 | Apr 08, 2026 |
| MFA Wealth Services | History | No change | 6,381 | 271 | 0.18% | 0.19% | 613 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 6,284 | 267 | 0.08% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6,091 | 265 | 0.17% | 0.17% | 616 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 6,187 | 263 | 0.14% | 0.14% | 617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 5,911 | 262 | 0.07% | — | 618 | +5,911 | New | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Investment Group, LLC | History | New | 6,150 | 261 | 0.03% | — | 620 | +6,150 | New | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 6,144 | 261 | 0.17% | 0.21% | 619 | -1,121 | -15.43% | Q1 2026 | May 08, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 6,120 | 260 | 0.13% | — | 622 | +6,120 | New | Q1 2026 | May 11, 2026 |
| American Financial Advisors, LLC | History | New | 6,118 | 260 | 0.03% | — | 621 | +6,118 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,087 | 259 | 0.0% | 0.0% | 623 | +58 | 0.96% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 5,944 | 252 | 0.07% | — | 625 | +5,944 | New | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,943 | 252 | 0.0% | 0.0% | 624 | -3,176 | -34.83% | Q1 2026 | May 13, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,923 | 251 | 0.04% | 0.04% | 626 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 5,854 | 249 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | New | 5,830 | 248 | 0.0% | — | 628 | +5,830 | New | Q1 2026 | May 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 5,824 | 247 | 0.02% | 0.02% | 629 | +55 | 0.95% | Q1 2026 | May 06, 2026 |
| Van Diest Capital, LLC | History | New | 5,714 | 243 | 0.19% | — | 630 | +5,714 | New | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 5,696 | 242 | 0.12% | 0.12% | 631 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 5,178 | 241 | 0.13% | 0.07% | 632 | +1,638 | 46.27% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 5,599 | 238 | 0.01% | — | 634 | +5,599 | New | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,599 | 238 | 0.0% | 0.0% | 633 | +781 | 16.21% | Q1 2026 | Apr 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,570 | 236 | 0.07% | — | 635 | +5,570 | New | Q1 2026 | Apr 06, 2026 |
| Orcam Financial Group | History | No change | 5,493 | 233 | 0.17% | 0.18% | 636 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,444 | 231 | 0.0% | — | 637 | +5,444 | New | Q1 2026 | May 11, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 5,437 | 231 | 0.03% | — | 638 | +5,437 | New | Q1 2026 | Apr 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 5,393 | 229 | 0.07% | 0.06% | 639 | +118 | 2.24% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 4,974 | 226 | 0.01% | 0.01% | 640 | +12 | 0.24% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 5,273 | 224 | 0.03% | — | 641 | +5,273 | New | Q1 2026 | Apr 13, 2026 |
| Cypress Capital, LLC | History | New | 5,245 | 223 | 0.06% | — | 642 | +5,245 | New | Q1 2026 | Apr 28, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 5,099 | 216 | 0.07% | 0.07% | 643 | +92 | 1.84% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Reduced | 5,032 | 214 | 0.02% | 0.02% | 644 | -789 | -13.55% | Q1 2026 | May 08, 2026 |
| Colonial River Investments, LLC | History | Added to | 5,025 | 213 | 0.08% | 0.08% | 645 | +81 | 1.64% | Q1 2026 | Apr 27, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 5,122 | 212 | 0.18% | 0.17% | 647 | +510 | 11.06% | Q1 2026 | Apr 27, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 5,000 | 212 | 0.06% | 0.07% | 646 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SFE Investment Counsel | History | No change | 4,973 | 211 | 0.03% | 0.03% | 648 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | No change | 4,624 | 209 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 4,843 | 206 | 0.18% | 0.23% | 650 | -1,028 | -17.51% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Reduced | 4,536 | 201 | 0.01% | 0.01% | 651 | -2,906 | -39.05% | Q1 2026 | Apr 09, 2026 |
| Heritage Trust Co | History | No change | 4,704 | 200 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | New | 4,373 | 186 | 0.02% | — | 653 | +4,373 | New | Q1 2026 | Apr 06, 2026 |
| Security National Bank | History | No change | 3,714 | 157 | 0.02% | 0.02% | 654 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,650 | 155 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | New | 3,500 | 149 | 0.0% | — | 656 | +3,500 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 3,464 | 147 | 0.0% | — | 657 | +3,464 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,427 | 145 | 0.0% | 0.0% | 658 | +168 | 5.15% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 3,374 | 143 | 0.01% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Operose Advisors LLC | History | Reduced | 2,783 | 118 | 0.03% | 0.05% | 661 | -2,367 | -45.96% | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,792 | 118 | 0.03% | 0.03% | 660 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | New | 2,695 | 114 | 0.06% | — | 662 | +2,695 | New | Q1 2026 | May 13, 2026 |
| Financial Freedom, LLC | History | Added to | 2,604 | 110 | 0.05% | 0.04% | 663 | +600 | 29.94% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,571 | 109 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,303 | 100 | 0.09% | 0.09% | 665 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 2,151 | 91 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,964 | 91 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MOTCO | History | New | 1,984 | 84 | 0.01% | — | 668 | +1,984 | New | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,950 | 83 | 0.0% | — | 669 | +1,950 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,878 | 79 | 0.02% | — | 670 | +1,878 | New | Q1 2026 | May 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 1,798 | 76 | 0.01% | — | 671 | +1,798 | New | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,610 | 68 | 0.04% | — | 673 | +1,610 | New | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 1,608 | 68 | 0.01% | 0.02% | 672 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 1,457 | 61 | 0.03% | — | 674 | +1,457 | New | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,347 | 58 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,343 | 57 | 0.0% | 0.01% | 676 | -14,629 | -91.59% | Q1 2026 | Apr 20, 2026 |
| Torren Management, LLC | History | New | 1,361 | 57 | 0.03% | — | 677 | +1,361 | New | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | No change | 1,329 | 56 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,329 | 56 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,260 | 53 | 0.0% | — | 681 | +1,260 | New | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Reduced | 1,255 | 53 | 0.02% | 0.02% | 680 | -372 | -22.86% | Q1 2026 | May 22, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,180 | 49 | 0.03% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hickory Point Bank & Trust | History | New | 1,122 | 47 | 0.03% | — | 686 | +1,122 | New | Q1 2026 | Apr 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,120 | 47 | 0.0% | 0.0% | 685 | +271 | 31.92% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | Added to | 1,110 | 47 | 0.0% | 0.0% | 684 | +207 | 22.92% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,113 | 47 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,104 | 46 | 0.0% | 0.0% | 687 | -422 | -27.65% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | No change | 1,046 | 44 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,033 | 43 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 980 | 41 | 0.02% | — | 690 | +980 | New | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 909 | 38 | 0.0% | — | 692 | +909 | New | Q1 2026 | Apr 08, 2026 |
| FNY Investment Advisers, LLC | History | New | 900 | 38 | 0.02% | — | 691 | +900 | New | Q1 2026 | Apr 15, 2026 |
| BAYBAN | History | New | 856 | 36 | 0.03% | — | 693 | +856 | New | Q1 2026 | Apr 24, 2026 |
| Clarity Asset Management, Inc. | History | New | 827 | 35 | 0.02% | — | 694 | +827 | New | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 802 | 34 | 0.0% | 0.0% | 695 | -1,636 | -67.1% | Q1 2026 | Apr 06, 2026 |
| TD Capital Management LLC | History | No change | 779 | 33 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 766 | 33 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 760 | 32 | 0.0% | 0.0% | 698 | -667 | -46.74% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 743 | 32 | 0.01% | 0.01% | 699 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 738 | 32 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 774 | 32 | 0.0% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | New | 731 | 31 | 0.0% | — | 705 | +731 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 750 | 31 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 740 | 31 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 740 | 31 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Connections Group, Inc. | History | No change | 690 | 29 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 600 | 25 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pflug Koory, LLC | History | No change | 584 | 24 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| New Millennium Group LLC | History | No change | 569 | 24 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 560 | 23 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 522 | 22 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | No change | 513 | 21 | 0.0% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 492 | 20 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 464 | 19 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CrossGen Wealth, LLC | History | New | 446 | 18 | 0.02% | — | 715 | +446 | New | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | New | 420 | 17 | 0.0% | — | 716 | +420 | New | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | New | 399 | 16 | 0.0% | — | 717 | +399 | New | Q1 2026 | Apr 03, 2026 |
| Y.D. More Investments Ltd | History | No change | 386 | 15 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 343 | 14 | 0.0% | — | 720 | +343 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 350 | 14 | 0.0% | 0.0% | 719 | +230 | 191.67% | Q1 2026 | Apr 21, 2026 |
| JNBA Financial Advisors | History | New | 328 | 13 | 0.0% | — | 721 | +328 | New | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 305 | 12 | 0.0% | 0.0% | 722 | -844 | -73.46% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | No change | 303 | 12 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BankPlus Trust Department | History | No change | 300 | 12 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | New | 275 | 11 | 0.0% | — | 726 | +275 | New | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | New | 271 | 11 | 0.0% | — | 725 | +271 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 237 | 10 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CVA Family Office, LLC | History | New | 204 | 8 | 0.0% | — | 728 | +204 | New | Q1 2026 | Apr 29, 2026 |
| Financial Life Planners | History | New | 204 | 8 | 0.01% | — | 729 | +204 | New | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 165 | 7 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 155 | 6 | 0.0% | 0.0% | 732 | +39 | 33.62% | Q1 2026 | Apr 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 139 | 6 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 118 | 5 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 133 | 5 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 99 | 4 | 0.0% | 0.0% | 737 | -30 | -23.26% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 111 | 4 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 117 | 4 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 738 | -97 | -64.67% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 45 | 1 | 0.0% | — | 739 | +45 | New | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | New | 36 | 1 | 0.0% | — | 740 | +36 | New | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,351,390 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -704,003 | -100.0% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -218,453 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -190,107 | -100.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 2.95% | — | -81,862 | -100.0% | Q1 2026 | May 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.32% | — | -81,102 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -78,577 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -43,660 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -41,391 | -100.0% | Q1 2026 | May 01, 2026 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,391 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -18,378 | -100.0% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.31% | — | -18,110 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.21% | — | -15,051 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,300 | -100.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,469 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,904 | -100.0% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,677 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,432 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,640 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,231 | -100.0% | Q1 2026 | May 05, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,168 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.05% | — | -5,109 | -100.0% | Q1 2026 | May 01, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q1 2026 | Apr 03, 2026 |
| DOVER ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,862 | -100.0% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,734 | -100.0% | Q1 2026 | May 06, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,694 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,689 | -100.0% | Q1 2026 | May 01, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,175 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 07, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | May 01, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |