Capital Group Growth ETF - CGGR
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 | 52,561,577 | 2,112,449 | 0.56% | 0.55% | 1 | +7,150,524 | 15.75% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 29,742,507 | 1,195,351 | 0.07% | 0.07% | 2 | +2,863,863 | 10.65% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 27,158,074 | 1,091,483 | 18.4% | 17.01% | 3 | +3,131,880 | 13.04% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,759,772 | 633,385 | 0.12% | 0.1% | 4 | +3,336,112 | 26.85% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,336,462 | 616,372 | 0.16% | 0.18% | 5 | +2,052,085 | 15.45% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,193,836 | 570,450 | 0.04% | 0.04% | 6 | +1,320,686 | 10.26% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,117,411 | 567,378 | 0.17% | 0.17% | 7 | +1,700,477 | 13.69% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,552,564 | 544,677 | 0.76% | 0.78% | 8 | +359,089 | 2.72% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,947,006 | 520,340 | 0.32% | 0.34% | 9 | +810,394 | 6.68% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 9,800,927 | 393,899 | 0.42% | 0.4% | 10 | +1,593,112 | 19.41% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,610,507 | 375,014 | 0.18% | 0.2% | 11 | +2,083,021 | 27.67% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,428,060 | 338,724 | 0.06% | 0.05% | 12 | +1,952,001 | 30.14% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,708,938 | 309,834 | 0.45% | 0.45% | 13 | +851,872 | 12.42% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,440,963 | 218,672 | 0.03% | 0.04% | 14 | +205,265 | 3.92% | Q1 2026 | May 05, 2026 |
| Forge Financial Services LLC | History | Added to | 5,394,648 | 216,810 | 21.96% | 3.13% | 15 | +5,229,947 | 3175.42% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,557,813 | 183,179 | 0.47% | 0.51% | 16 | +194,005 | 4.45% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,811,756 | 153,194 | 2.64% | 2.28% | 17 | +1,711,940 | 81.53% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,212,572 | 129,113 | 0.36% | 0.39% | 18 | -431,294 | -11.84% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,148,672 | 121,948 | 0.01% | 0.01% | 19 | +995,592 | 46.24% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,021,423 | 121,430 | 0.46% | 0.47% | 20 | +445,273 | 17.28% | Q1 2026 | Apr 30, 2026 |
| Advance Capital Management, Inc. | History | Added to | 2,860,148 | 114,949 | 4.36% | 1.59% | 21 | +2,017,650 | 239.48% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,634,776 | 105,889 | 1.05% | 0.37% | 22 | +1,886,155 | 251.95% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,491,382 | 100,128 | 2.03% | 2.36% | 23 | -142,280 | -5.4% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,433,904 | 97,822 | 0.09% | 0.09% | 24 | +93,336 | 3.99% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 2,239,454 | 90,111 | 0.45% | 0.48% | 25 | +167,741 | 8.1% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 2,196,342 | 88,271 | 0.95% | — | 26 | +2,196,342 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,093,186 | 84,125 | 0.39% | 0.41% | 27 | +111,185 | 5.61% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 2,002,105 | 80,464 | 0.21% | 0.27% | 28 | -253,232 | -11.23% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,999,359 | 80,354 | 0.13% | 0.13% | 29 | +155,207 | 8.42% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,910,571 | 76,785 | 0.57% | 0.64% | 30 | +108,313 | 6.01% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,836,814 | 73,821 | 0.07% | 0.07% | 31 | +243,416 | 15.28% | Q1 2026 | May 13, 2026 |
| WNY Asset Management, LLC | History | New | 1,804,970 | 72,541 | 7.5% | — | 32 | +1,804,970 | New | Q1 2026 | May 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,623,062 | 65,230 | 0.77% | 0.48% | 33 | +749,890 | 85.88% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,453,353 | 58,410 | 3.19% | 3.3% | 34 | +161,930 | 12.54% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,440,378 | 57,895 | 0.93% | 0.95% | 35 | +132,895 | 10.16% | Q1 2026 | Apr 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,424,119 | 57,235 | 7.1% | 7.69% | 36 | +29,362 | 2.11% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,400,678 | 56,601 | 0.12% | 0.13% | 37 | -722,658 | -34.03% | Q1 2026 | Apr 08, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 1,393,637 | 56,010 | 15.33% | 24.71% | 38 | -28,707 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,389,920 | 55,860 | 0.1% | 0.1% | 39 | +100,662 | 7.81% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,324,519 | 53,232 | 0.97% | 1.03% | 40 | +120,863 | 10.04% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,311,860 | 52,723 | 0.09% | 0.1% | 41 | +121,765 | 10.23% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,215,680 | 48,858 | 0.12% | 0.1% | 42 | +194,338 | 19.03% | Q1 2026 | Apr 22, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,163,050 | 46,742 | 1.81% | 2.02% | 43 | +64,061 | 5.83% | Q1 2026 | May 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,077,772 | 43,315 | 11.45% | 12.87% | 44 | +38,478 | 3.7% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 980,811 | 43,159 | 0.28% | 0.21% | 45 | +293,164 | 42.63% | Q1 2026 | May 15, 2026 |
| JSF Financial, LLC | History | Added to | 1,063,800 | 42,754 | 8.38% | 8.05% | 46 | +190,083 | 21.76% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,012,061 | 40,674 | 0.44% | 0.63% | 47 | -231,073 | -18.59% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 879,221 | 39,098 | 0.69% | 0.69% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 930,119 | 37,381 | 13.89% | 14.42% | 49 | +70,911 | 8.25% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 905,700 | 36,400 | 0.22% | 0.23% | 50 | +66,504 | 7.92% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 874,408 | 35,142 | 0.54% | 0.59% | 51 | +222,576 | 34.15% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 837,377 | 33,654 | 0.0% | — | 52 | +837,377 | New | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 824,935 | 33,154 | 14.45% | 17.78% | 53 | +16,355 | 2.02% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 808,098 | 32,479 | 1.03% | 1.21% | 54 | +31,230 | 4.02% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 800,000 | 32,152 | 0.03% | — | 55 | +800,000 | New | Q1 2026 | May 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 766,282 | 30,796 | 13.62% | 14.71% | 56 | +47,547 | 6.62% | Q1 2026 | Apr 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 764,300 | 30,714 | 4.08% | 4.9% | 57 | +57,447 | 8.13% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 743,743 | 29,891 | 0.27% | 0.29% | 58 | +15,314 | 2.1% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 741,529 | 29,801 | 0.04% | 0.01% | 59 | +634,546 | 593.13% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 667,396 | 29,679 | 16.7% | 17.12% | 60 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | Added to | 733,484 | 29,478 | 4.15% | 3.08% | 61 | +358,472 | 95.59% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 725,845 | 29,171 | 1.22% | — | 62 | +725,845 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 703,381 | 28,268 | 0.06% | 0.05% | 63 | +146,564 | 26.32% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 688,877 | 27,685 | 0.04% | 0.05% | 64 | -118,152 | -14.64% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Added to | 661,865 | 26,600 | 0.01% | 0.0% | 65 | +446,211 | 206.91% | Q1 2026 | May 14, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 655,495 | 26,488 | 10.96% | 11.8% | 66 | +23,016 | 3.64% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 647,731 | 26,032 | 0.51% | 0.53% | 67 | +35,645 | 5.82% | Q1 2026 | Apr 14, 2026 |
| IAM Advisory, LLC | History | Reduced | 618,177 | 24,844 | 5.57% | 6.23% | 68 | -11,906 | -1.89% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Reduced | 602,177 | 24,201 | 0.03% | 0.03% | 69 | -4,812 | -0.79% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 570,490 | 22,927 | 0.48% | 0.44% | 70 | +126,755 | 28.57% | Q1 2026 | Apr 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 564,725 | 22,696 | 2.94% | — | 71 | +564,725 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 554,586 | 22,288 | 0.52% | 1.31% | 72 | -646,453 | -53.82% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 531,603 | 21,365 | 0.12% | 0.13% | 73 | +4,380 | 0.83% | Q1 2026 | May 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 514,130 | 20,673 | 4.65% | 4.91% | 74 | +43,094 | 9.15% | Q1 2026 | May 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 513,200 | 20,625 | 0.44% | 0.39% | 75 | +99,640 | 24.09% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 505,438 | 20,313 | 0.11% | 0.11% | 76 | +40,935 | 8.81% | Q1 2026 | Apr 15, 2026 |
| Greenbush Financial Group, LLC | History | Reduced | 496,413 | 19,950 | 6.61% | 8.42% | 77 | -60,270 | -10.83% | Q1 2026 | Apr 17, 2026 |
| Challenger Wealth Management | History | No change | 442,679 | 19,685 | 15.02% | 15.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Council, LLC | History | Added to | 485,720 | 19,521 | 7.53% | 8.16% | 79 | +26,314 | 5.73% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 485,581 | 19,515 | 0.02% | 0.02% | 80 | +14,264 | 3.03% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 481,031 | 19,332 | 1.12% | 1.19% | 81 | +26,334 | 5.79% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 473,147 | 19,015 | 0.23% | 0.26% | 82 | -722 | -0.15% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 471,321 | 18,942 | 0.98% | 1.23% | 83 | -46,379 | -8.96% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 443,655 | 17,830 | 0.3% | — | 84 | +443,655 | New | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 441,078 | 17,726 | 0.22% | 0.17% | 85 | +135,341 | 44.27% | Q1 2026 | Apr 28, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 436,542 | 17,544 | 5.38% | 5.86% | 86 | +5,609 | 1.3% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 419,902 | 17,048 | 0.16% | 0.33% | 87 | -282,163 | -40.19% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 421,674 | 16,947 | 0.05% | 0.05% | 88 | +23,140 | 5.81% | Q1 2026 | May 08, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 411,209 | 16,526 | 10.93% | 12.0% | 89 | +11,333 | 2.83% | Q1 2026 | Apr 22, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 409,768 | 16,468 | 2.02% | 2.19% | 90 | +10,169 | 2.54% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 407,484 | 16,376 | 1.35% | 1.34% | 91 | +54,653 | 15.49% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Added to | 407,450 | 16,375 | 0.43% | 0.39% | 92 | +98,481 | 31.87% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 404,367 | 16,251 | 0.33% | 0.37% | 93 | -8,444 | -2.05% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 401,245 | 16,126 | 0.5% | 0.56% | 94 | +2,712 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 389,628 | 15,659 | 7.82% | 8.6% | 95 | +7,371 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 388,819 | 15,626 | 0.08% | 0.09% | 96 | +10,638 | 2.81% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 387,536 | 15,575 | 0.74% | 1.0% | 97 | -78,116 | -16.78% | Q1 2026 | Apr 28, 2026 |
| Souders Financial Advisors | History | Added to | 384,130 | 15,438 | 1.76% | 1.81% | 98 | +29,065 | 8.19% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 371,217 | 14,919 | 0.02% | 0.01% | 99 | +112,782 | 43.64% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 353,320 | 14,850 | 0.84% | 0.79% | 100 | +53,650 | 17.9% | Q1 2026 | Apr 17, 2026 |
| Michael Brady & Co., LLC | History | Reduced | 369,376 | 14,845 | 14.91% | 16.4% | 101 | -118 | -0.03% | Q1 2026 | Apr 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 365,075 | 14,672 | 0.68% | 0.6% | 102 | +80,771 | 28.41% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 359,547 | 14,450 | 0.02% | 0.02% | 103 | +91,742 | 34.26% | Q1 2026 | May 13, 2026 |
| Ferguson Shapiro LLC | History | Added to | 357,687 | 14,375 | 4.38% | 4.48% | 104 | +29,955 | 9.14% | Q1 2026 | Apr 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 349,544 | 14,048 | 1.86% | 2.16% | 105 | +12,362 | 3.67% | Q1 2026 | May 11, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 335,735 | 13,493 | 4.33% | 4.23% | 106 | +60,027 | 21.77% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 326,090 | 13,105 | 0.16% | 0.17% | 107 | +50,925 | 18.51% | Q1 2026 | Apr 23, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 325,704 | 13,090 | 8.13% | 8.92% | 108 | +6,450 | 2.02% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 323,580 | 13,004 | 0.95% | 1.05% | 109 | +10,564 | 3.37% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 321,269 | 12,911 | 0.39% | 0.49% | 110 | +21,492 | 7.17% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 315,740 | 12,689 | 1.4% | 2.69% | 111 | -223,933 | -41.49% | Q1 2026 | May 11, 2026 |
| Ballew Advisors, Inc | History | Added to | 297,955 | 12,523 | 7.06% | 7.47% | 112 | +5,683 | 1.94% | Q1 2026 | Apr 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 308,594 | 12,402 | 0.39% | 0.5% | 113 | -45,692 | -12.9% | Q1 2026 | May 11, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 315,023 | 11,997 | 3.61% | 2.21% | 114 | +142,960 | 83.09% | Q1 2026 | Apr 10, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 292,161 | 11,958 | 3.32% | 3.8% | 115 | -603 | -0.21% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Added to | 271,800 | 11,828 | 2.97% | 2.85% | 116 | +13,118 | 5.07% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 289,582 | 11,638 | 1.31% | 1.35% | 117 | +7,756 | 2.75% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 259,595 | 11,588 | 0.91% | 0.95% | 118 | +10,104 | 4.05% | Q1 2026 | May 01, 2026 |
| CLG LLC | History | Reduced | 286,676 | 11,521 | 2.86% | 3.82% | 119 | -58,683 | -16.99% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 284,779 | 11,445 | 3.01% | 2.76% | 120 | +4,289 | 1.53% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 283,385 | 11,389 | 0.0% | — | 121 | +283,385 | New | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 282,987 | 11,373 | 1.39% | 1.48% | 122 | +5,179 | 1.86% | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 279,581 | 11,236 | 4.05% | 4.17% | 123 | +24,718 | 9.7% | Q1 2026 | Apr 29, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 265,255 | 10,660 | 1.96% | 17.17% | 124 | -1,729,693 | -86.7% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 265,207 | 10,658 | 1.55% | 1.12% | 125 | +92,513 | 53.57% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 264,661 | 10,636 | 0.17% | 0.19% | 126 | +18,843 | 7.67% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 263,461 | 10,588 | 0.14% | 0.17% | 127 | -11,897 | -4.32% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 259,971 | 10,448 | 0.62% | 0.62% | 128 | +22,809 | 9.62% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 255,908 | 10,284 | 6.01% | 6.37% | 129 | +13,113 | 5.4% | Q1 2026 | May 01, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 255,784 | 10,279 | 5.6% | 5.97% | 130 | +5,428 | 2.17% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 252,261 | 10,138 | 5.07% | 3.33% | 131 | +20,459 | 8.83% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 248,913 | 10,003 | 0.39% | 0.3% | 132 | +188,332 | 310.88% | Q1 2026 | May 15, 2026 |
| Coign Capital Advisors LLC | History | Added to | 247,579 | 9,950 | 5.23% | 5.46% | 133 | +13,077 | 5.58% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 246,293 | 9,898 | 0.99% | 1.34% | 134 | -56,083 | -18.55% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 243,282 | 9,777 | 0.08% | 0.07% | 135 | +35,002 | 16.81% | Q1 2026 | May 11, 2026 |
| rebel Financial LLC | History | Added to | 242,614 | 9,750 | 4.23% | 4.52% | 136 | +4,916 | 2.07% | Q1 2026 | Apr 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 242,036 | 9,727 | 1.03% | 1.13% | 137 | +8,574 | 3.67% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 245,679 | 9,515 | 0.34% | 0.37% | 138 | +24,816 | 11.24% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 235,553 | 9,466 | 0.0% | 0.0% | 139 | -32,628 | -12.17% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 235,402 | 9,460 | 0.42% | 0.46% | 140 | +16,207 | 7.39% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 233,296 | 9,376 | 0.08% | 0.07% | 141 | +21,102 | 9.94% | Q1 2026 | May 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 232,555 | 9,346 | 5.74% | 5.34% | 142 | +43,339 | 22.9% | Q1 2026 | Apr 28, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 232,042 | 9,325 | 1.93% | 2.07% | 143 | +20,929 | 9.91% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 209,630 | 9,322 | 5.91% | 5.91% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 230,770 | 9,274 | 0.71% | 0.62% | 145 | +58,833 | 34.22% | Q1 2026 | Apr 22, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 227,813 | 9,155 | 2.88% | 3.14% | 146 | +581 | 0.26% | Q1 2026 | Apr 16, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 205,176 | 9,124 | 4.76% | 4.76% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | Reduced | 201,094 | 8,942 | 0.88% | 0.85% | 148 | -1,833 | -0.9% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 221,660 | 8,908 | 0.2% | 0.23% | 149 | -9,709 | -4.2% | Q1 2026 | May 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 219,960 | 8,840 | 2.82% | 2.23% | 150 | +79,706 | 56.83% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 215,577 | 8,664 | 0.16% | 0.52% | 151 | -422,467 | -66.21% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 214,997 | 8,640 | 0.1% | 0.08% | 152 | +85,678 | 66.25% | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Added to | 214,628 | 8,625 | 4.27% | 2.19% | 153 | +19,270 | 9.86% | Q1 2026 | Apr 22, 2026 |
| BetterWealth, LLC | History | Added to | 213,461 | 8,578 | 1.68% | 2.09% | 154 | +7,735 | 3.76% | Q1 2026 | Apr 24, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 209,512 | 8,420 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 208,377 | 8,374 | 8.88% | 9.03% | 156 | +17,312 | 9.06% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 206,516 | 8,299 | 0.01% | 0.0% | 157 | +149,855 | 264.48% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 206,405 | 8,295 | 0.04% | 0.05% | 158 | -7,061 | -3.31% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Added to | 205,582 | 8,262 | 3.39% | 3.54% | 159 | +12,593 | 6.53% | Q1 2026 | Apr 27, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 204,980 | 8,238 | 4.15% | 4.45% | 160 | +8,340 | 4.24% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 204,452 | 8,216 | 0.3% | 0.33% | 161 | +41,108 | 25.17% | Q1 2026 | May 19, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 201,051 | 8,080 | 3.46% | 3.94% | 162 | -6,998 | -3.36% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 177,267 | 7,883 | 0.61% | 0.61% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Added to | 190,946 | 7,674 | 6.57% | 6.03% | 164 | +32,535 | 20.54% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 190,691 | 7,663 | 0.12% | 0.12% | 165 | +28,253 | 17.39% | Q1 2026 | Apr 27, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 189,129 | 7,601 | 6.34% | 6.88% | 166 | +1,876 | 1.0% | Q1 2026 | May 08, 2026 |
| MRWM Advisors, LLC | History | Added to | 188,998 | 7,595 | 4.12% | 4.29% | 167 | +9,142 | 5.08% | Q1 2026 | Apr 20, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 188,927 | 7,593 | 4.25% | 4.8% | 168 | -1,005 | -0.53% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 186,892 | 7,511 | 0.11% | 0.12% | 169 | +10,366 | 5.87% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 185,969 | 7,474 | 0.04% | 0.04% | 170 | +40,828 | 28.13% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 182,371 | 7,329 | 5.74% | 6.36% | 171 | +12,813 | 7.56% | Q1 2026 | Apr 09, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 176,789 | 7,105 | 3.56% | 3.92% | 172 | +6,285 | 3.69% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 173,780 | 6,984 | 0.44% | 0.49% | 173 | +3,941 | 2.32% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 172,735 | 6,942 | 0.06% | 0.07% | 174 | +36,389 | 26.69% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 171,538 | 6,894 | 0.08% | 0.07% | 175 | +30,183 | 21.35% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 169,546 | 6,814 | 0.08% | 0.08% | 176 | +20,013 | 13.38% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 169,022 | 6,792 | 0.48% | 0.11% | 177 | +133,416 | 374.7% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 167,980 | 6,768 | 4.49% | 4.82% | 178 | +8,610 | 5.4% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 167,855 | 6,746 | 0.07% | 0.02% | 179 | +111,421 | 197.44% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 167,575 | 6,735 | 0.32% | 0.34% | 180 | +1,978 | 1.19% | Q1 2026 | May 18, 2026 |
| Vawter Financial, Ltd. | History | Added to | 167,199 | 6,719 | 2.83% | 3.05% | 181 | +5,010 | 3.09% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 162,468 | 6,529 | 0.1% | 0.12% | 182 | +13,132 | 8.79% | Q1 2026 | May 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 162,397 | 6,526 | 6.05% | 5.94% | 183 | +10,230 | 6.72% | Q1 2026 | Apr 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 162,116 | 6,515 | 5.0% | 3.64% | 184 | +53,961 | 49.89% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 161,517 | 6,491 | 0.41% | 0.42% | 185 | +9,083 | 5.96% | Q1 2026 | May 15, 2026 |
| Olistico Wealth, LLC | History | Added to | 161,380 | 6,485 | 3.19% | 3.11% | 186 | +18,222 | 12.73% | Q1 2026 | Apr 08, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 161,132 | 6,475 | 5.23% | 4.86% | 187 | +29,775 | 22.67% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 158,333 | 6,363 | 0.18% | 0.17% | 188 | +23,137 | 17.11% | Q1 2026 | May 04, 2026 |
| 5T Wealth, LLC | History | Reduced | 157,655 | 6,336 | 2.5% | 2.86% | 189 | -3,273 | -2.03% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 154,294 | 6,201 | 0.33% | 0.41% | 190 | -2,644 | -1.68% | Q1 2026 | Apr 16, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 154,221 | 6,198 | 4.53% | 4.85% | 191 | +1,455 | 0.95% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 151,697 | 6,096 | 0.58% | 0.66% | 192 | +4,056 | 2.75% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 151,093 | 6,072 | 1.43% | 1.53% | 193 | +9,122 | 6.43% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 147,271 | 5,918 | 0.47% | 0.5% | 194 | +4,951 | 3.48% | Q1 2026 | May 15, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 146,955 | 5,906 | 5.12% | 5.76% | 195 | +701 | 0.48% | Q1 2026 | Apr 23, 2026 |
| Lantz Financial LLC | History | Added to | 145,770 | 5,858 | 1.21% | 1.31% | 196 | +5,877 | 4.2% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Added to | 145,683 | 5,855 | 0.29% | 0.29% | 197 | +11,423 | 8.51% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 144,200 | 5,795 | 0.2% | 0.14% | 198 | +7,170 | 5.23% | Q1 2026 | Apr 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 143,737 | 5,776 | 2.54% | 2.94% | 199 | -13,820 | -8.77% | Q1 2026 | May 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 141,051 | 5,668 | 3.67% | 3.74% | 200 | +12,955 | 10.11% | Q1 2026 | May 20, 2026 |
| Allworth Financial LP | History | Added to | 140,248 | 5,636 | 0.02% | 0.02% | 201 | +4,185 | 3.08% | Q1 2026 | May 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 140,157 | 5,632 | 2.67% | 2.62% | 202 | +15,969 | 12.86% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 133,991 | 5,631 | 0.86% | 0.76% | 203 | +25,965 | 24.04% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 137,081 | 5,509 | 0.99% | 1.08% | 204 | +8,991 | 7.02% | Q1 2026 | May 11, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 134,099 | 5,389 | 1.38% | 1.52% | 205 | +8,279 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 133,035 | 5,346 | 1.39% | 1.51% | 206 | +8,515 | 6.84% | Q1 2026 | Apr 08, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 132,701 | 5,333 | 3.44% | 3.63% | 207 | +10,267 | 8.39% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 129,163 | 5,191 | 0.07% | 0.05% | 208 | +52,614 | 68.73% | Q1 2026 | May 15, 2026 |
| BNB Wealth Management, LLC | History | Added to | 128,209 | 5,152 | 3.31% | 3.42% | 209 | +8,648 | 7.23% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 127,073 | 5,107 | 1.85% | 1.82% | 210 | +11,157 | 9.63% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 126,889 | 5,099 | 0.41% | 0.4% | 211 | +10,411 | 8.94% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 126,808 | 5,096 | 0.06% | 0.06% | 212 | +13,914 | 12.32% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 126,668 | 5,090 | 0.73% | 0.83% | 213 | -34 | -0.03% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 126,417 | 5,080 | 0.1% | 0.11% | 214 | +3,955 | 3.23% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | New | 125,306 | 5,036 | 1.11% | — | 215 | +125,306 | New | Q1 2026 | Apr 28, 2026 |
| Cooper Financial Group | History | Added to | 120,322 | 4,835 | 0.49% | 0.55% | 216 | +4,280 | 3.69% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 119,851 | 4,816 | 1.09% | 1.27% | 217 | -3,775 | -3.05% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 119,582 | 4,806 | 0.03% | 0.01% | 218 | +24,409 | 25.65% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 114,939 | 4,619 | 0.51% | 0.58% | 219 | +1,710 | 1.51% | Q1 2026 | May 11, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 114,397 | 4,597 | 0.96% | 1.17% | 220 | -5,492 | -4.58% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 112,428 | 4,518 | 0.25% | 0.26% | 221 | +8,530 | 8.21% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 110,931 | 4,458 | 0.11% | 0.2% | 222 | -73,124 | -39.73% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 110,829 | 4,454 | 0.06% | 0.06% | 223 | +10,812 | 10.81% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | New | 110,700 | 4,449 | 0.0% | — | 224 | +110,700 | New | Q1 2026 | Apr 16, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 109,521 | 4,401 | 4.3% | 3.15% | 225 | -1,757 | -1.58% | Q1 2026 | May 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 108,937 | 4,378 | 0.49% | 0.55% | 226 | -2,775 | -2.48% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 108,892 | 4,376 | 0.17% | 0.19% | 227 | -2,202 | -1.98% | Q1 2026 | Apr 13, 2026 |
| Entruity Wealth, LLC | History | Added to | 107,780 | 4,331 | 2.94% | 3.37% | 228 | +1,350 | 1.27% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 107,746 | 4,330 | 0.14% | 0.15% | 229 | +6,106 | 6.01% | Q1 2026 | May 14, 2026 |
| Delta Investment Management, LLC | History | Added to | 107,132 | 4,305 | 0.77% | 0.8% | 230 | +3,863 | 3.74% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 107,063 | 4,302 | 0.17% | 0.17% | 231 | +3,640 | 3.52% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 105,956 | 4,258 | 0.0% | 0.0% | 232 | +20,947 | 24.64% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 102,305 | 4,111 | 2.62% | 3.72% | 233 | -29,499 | -22.38% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 101,191 | 4,066 | 3.21% | 3.19% | 234 | +14,356 | 16.53% | Q1 2026 | Apr 24, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 100,636 | 4,044 | 1.21% | 1.39% | 235 | -1,000 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 99,172 | 3,985 | 2.4% | 2.66% | 236 | +345 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 97,515 | 3,919 | 2.92% | 2.78% | 237 | +18,640 | 23.63% | Q1 2026 | Apr 10, 2026 |
| Bravera Wealth | History | Added to | 96,645 | 3,884 | 1.75% | 1.84% | 238 | +13,930 | 16.84% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 96,407 | 3,874 | 0.04% | 0.05% | 239 | +5,049 | 5.53% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 94,279 | 3,789 | 0.09% | 0.08% | 240 | +22,886 | 32.06% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 94,084 | 3,781 | 0.04% | 0.09% | 241 | -78,628 | -45.53% | Q1 2026 | Apr 16, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 93,303 | 3,749 | 2.53% | 2.92% | 242 | -29 | -0.03% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 80,980 | 3,614 | 1.87% | 1.69% | 243 | +22,734 | 39.03% | Q1 2026 | May 18, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 89,872 | 3,611 | 1.0% | 0.96% | 244 | +12,833 | 16.66% | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 88,070 | 3,539 | 0.82% | 0.78% | 245 | +10,970 | 14.23% | Q1 2026 | May 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 87,793 | 3,528 | 1.61% | 1.76% | 246 | +5,459 | 6.63% | Q1 2026 | Apr 10, 2026 |
| Colonial River Investments, LLC | History | Reduced | 87,761 | 3,527 | 1.26% | 4.5% | 247 | -196,369 | -69.11% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 87,315 | 3,509 | 0.25% | 0.29% | 248 | +41,095 | 88.91% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 87,133 | 3,501 | 0.12% | 0.12% | 249 | +8,233 | 10.43% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 76,943 | 3,421 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 84,742 | 3,405 | 1.25% | 1.19% | 251 | +14,965 | 21.45% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 83,773 | 3,366 | 0.21% | 0.24% | 252 | +3,137 | 3.89% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 82,197 | 3,303 | 0.34% | 0.35% | 253 | +8,767 | 11.94% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 82,084 | 3,298 | 0.12% | 0.13% | 254 | +1,712 | 2.13% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 81,700 | 3,283 | 0.0% | — | 255 | +81,700 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 81,059 | 3,257 | 0.24% | — | 256 | +81,059 | New | Q1 2026 | Apr 20, 2026 |
| Alchemi Wealth, LLC | History | Added to | 80,889 | 3,250 | 1.8% | 1.92% | 257 | +1,749 | 2.21% | Q1 2026 | May 07, 2026 |
| Expressive Wealth LLC | History | Reduced | 70,645 | 3,248 | 3.1% | 4.4% | 258 | -21,120 | -23.02% | Q1 2026 | May 11, 2026 |
| Parkside Investments, LLC | History | No change | 80,000 | 3,215 | 0.39% | 0.45% | 259 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 79,864 | 3,209 | 0.92% | 0.84% | 260 | +13,955 | 21.17% | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 79,577 | 3,198 | 1.39% | 1.52% | 261 | -1,119 | -1.39% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Reduced | 78,709 | 3,163 | 2.62% | 3.39% | 262 | -3,480 | -4.23% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 78,626 | 3,159 | 0.06% | 0.07% | 263 | -2,327 | -2.87% | Q1 2026 | Apr 17, 2026 |
| National Wealth Management Group, LLC | History | Added to | 78,500 | 3,154 | 1.17% | 0.9% | 264 | +20,242 | 34.75% | Q1 2026 | May 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 78,317 | 3,147 | 1.42% | 1.3% | 265 | +14,151 | 22.05% | Q1 2026 | Apr 24, 2026 |
| Latitude Advisors, LLC | History | Added to | 77,068 | 3,097 | 1.42% | 1.32% | 266 | +9,677 | 14.36% | Q1 2026 | Apr 27, 2026 |
| Selby Wealth Management, LLC | History | Added to | 76,627 | 3,079 | 1.21% | 1.22% | 267 | +8,578 | 12.61% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 76,446 | 3,072 | 0.01% | 0.0% | 268 | +75,763 | 11092.68% | Q1 2026 | May 01, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 75,832 | 3,047 | 2.89% | 3.17% | 269 | +3,312 | 4.57% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 74,704 | 3,002 | 1.03% | 1.05% | 270 | +3,839 | 5.42% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 74,269 | 2,984 | 0.15% | 0.14% | 271 | +12,249 | 19.75% | Q1 2026 | Apr 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 74,215 | 2,982 | 1.36% | 1.38% | 272 | +5,585 | 8.14% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | Added to | 73,658 | 2,960 | 0.97% | 1.14% | 273 | +1,235 | 1.71% | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 73,032 | 2,935 | 0.43% | 0.47% | 274 | +3,097 | 4.43% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 72,761 | 2,924 | 0.01% | — | 275 | +72,761 | New | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 72,664 | 2,921 | 0.53% | 0.55% | 276 | +2,488 | 3.55% | Q1 2026 | May 11, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 72,362 | 2,908 | 2.5% | 3.03% | 277 | -4,527 | -5.89% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,604 | 2,904 | 0.05% | 0.04% | 279 | +46,966 | 251.99% | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 72,281 | 2,904 | 1.38% | 1.53% | 278 | +4,040 | 5.92% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 71,509 | 2,873 | 2.18% | 2.25% | 280 | +6,594 | 10.16% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 70,747 | 2,843 | 0.78% | 0.94% | 281 | -2,118 | -2.91% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 68,571 | 2,755 | 0.66% | 0.6% | 282 | +14,097 | 25.88% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 67,550 | 2,714 | 0.03% | 0.04% | 283 | -6,195 | -8.4% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 67,512 | 2,713 | 0.23% | 0.24% | 284 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fjell Capital, LLC | History | Added to | 67,069 | 2,695 | 2.07% | 2.01% | 285 | +8,238 | 14.0% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 66,504 | 2,672 | 0.04% | 0.03% | 286 | +34,607 | 108.5% | Q1 2026 | May 18, 2026 |
| Keystone Financial Group | History | Added to | 66,088 | 2,656 | 0.18% | 0.17% | 287 | +14,658 | 28.5% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 65,248 | 2,633 | 0.07% | 0.01% | 288 | +54,444 | 503.92% | Q1 2026 | May 13, 2026 |
| Lincoln Capital LLC | History | Reduced | 64,960 | 2,605 | 0.49% | 0.53% | 289 | -1,371 | -2.07% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Reduced | 64,133 | 2,577 | 0.0% | 0.01% | 290 | -7,484 | -10.45% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 68,481 | 2,556 | 0.96% | 0.69% | 291 | +24,596 | 56.05% | Q1 2026 | May 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 59,452 | 2,389 | 0.45% | 0.32% | 292 | +21,509 | 56.69% | Q1 2026 | Apr 08, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 59,063 | 2,373 | 0.18% | 0.18% | 293 | -1,255 | -2.08% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 58,416 | 2,347 | 0.06% | 0.07% | 294 | -7,533 | -11.42% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 57,045 | 2,292 | 0.13% | 0.07% | 295 | +30,137 | 112.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 56,489 | 2,270 | 0.12% | 0.09% | 296 | +18,812 | 49.93% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 55,594 | 2,256 | 0.12% | 0.1% | 297 | +5,725 | 11.48% | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 55,369 | 2,225 | 0.74% | 0.86% | 298 | +5,516 | 11.06% | Q1 2026 | Apr 17, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 55,293 | 2,222 | 0.71% | 0.74% | 299 | +2,266 | 4.27% | Q1 2026 | Apr 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 55,200 | 2,218 | 0.0% | 0.0% | 300 | +46,200 | 513.33% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 54,333 | 2,183 | 0.61% | 0.62% | 301 | +2,376 | 4.57% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 48,307 | 2,163 | 0.15% | 0.13% | 302 | +9,123 | 23.28% | Q1 2026 | Apr 29, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 53,242 | 2,139 | 0.79% | 0.74% | 303 | +7,892 | 17.4% | Q1 2026 | Apr 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 52,367 | 2,105 | 0.72% | 0.76% | 304 | +2,820 | 5.69% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,338 | 2,103 | 0.01% | 0.01% | 305 | +19,379 | 58.8% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 52,165 | 2,096 | 0.09% | 0.1% | 306 | +1,131 | 2.22% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 51,435 | 2,067 | 0.16% | 0.17% | 307 | +1,883 | 3.8% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 51,260 | 2,060 | 0.06% | — | 308 | +51,260 | New | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 51,232 | 2,059 | 0.23% | 0.28% | 309 | -4,167 | -7.52% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 50,788 | 2,041 | 0.08% | 0.06% | 310 | +12,277 | 31.88% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 50,565 | 2,032 | 0.15% | 0.12% | 311 | +11,995 | 31.1% | Q1 2026 | May 05, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 50,028 | 2,010 | 0.85% | 1.03% | 312 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 49,494 | 1,989 | 0.68% | 0.97% | 313 | -9,300 | -15.82% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 48,830 | 1,982 | 0.03% | 0.04% | 314 | +4,565 | 10.31% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,910 | 1,925 | 0.0% | 0.0% | 315 | +45,215 | 1677.74% | Q1 2026 | May 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 47,671 | 1,915 | 0.75% | 0.74% | 316 | +4,788 | 11.17% | Q1 2026 | Apr 21, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 46,226 | 1,857 | 0.68% | 0.54% | 317 | +10,612 | 29.8% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Added to | 45,503 | 1,828 | 1.06% | 1.12% | 318 | +4,386 | 10.67% | Q1 2026 | Apr 24, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 45,187 | 1,816 | 0.7% | 0.71% | 319 | +2,532 | 5.94% | Q1 2026 | Apr 24, 2026 |
| Richmond Investment Services, LLC | History | Added to | 44,977 | 1,807 | 0.29% | 0.3% | 320 | +5,290 | 13.33% | Q1 2026 | Apr 29, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 43,796 | 1,760 | 0.55% | 4.26% | 321 | -261,220 | -85.64% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 43,168 | 1,734 | 0.0% | 0.0% | 322 | -2,482 | -5.44% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 43,117 | 1,732 | 0.39% | 0.5% | 323 | -3,684 | -7.87% | Q1 2026 | Apr 08, 2026 |
| ORG Partners LLC | History | No change | 38,713 | 1,721 | 0.3% | 0.3% | 324 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 37,922 | 1,674 | 0.1% | 0.11% | 325 | -613 | -1.59% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | New | 40,751 | 1,637 | 0.06% | — | 326 | +40,751 | New | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 40,578 | 1,630 | 0.4% | 1.01% | 327 | +15,743 | 63.39% | Q1 2026 | May 12, 2026 |
| Weil Company, Inc. | History | Added to | 40,528 | 1,628 | 0.37% | 0.37% | 328 | +4,015 | 11.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 39,858 | 1,601 | 0.14% | 0.14% | 329 | +3,158 | 8.6% | Q1 2026 | Apr 30, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 39,750 | 1,597 | 1.5% | 1.72% | 330 | -196 | -0.49% | Q1 2026 | Apr 24, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 39,308 | 1,579 | 0.52% | 0.61% | 331 | +1,729 | 4.6% | Q1 2026 | May 12, 2026 |
| Junk Investment Group, LLC | History | New | 39,152 | 1,573 | 0.83% | — | 332 | +39,152 | New | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 39,000 | 1,567 | 0.65% | 0.52% | 333 | +5,427 | 16.16% | Q1 2026 | Apr 14, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 38,729 | 1,556 | 0.56% | 1.14% | 334 | -32,134 | -45.35% | Q1 2026 | Apr 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 38,724 | 1,556 | 1.07% | 1.12% | 335 | +213 | 0.55% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 37,446 | 1,504 | 0.32% | 0.37% | 336 | -1,216 | -3.15% | Q1 2026 | May 08, 2026 |
| Owen LaRue, LLC | History | Reduced | 36,875 | 1,482 | 0.57% | 1.13% | 337 | -29,702 | -44.61% | Q1 2026 | Apr 30, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 36,626 | 1,471 | 0.23% | 0.25% | 338 | +620 | 1.72% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 36,314 | 1,459 | 0.06% | 0.09% | 339 | -16,812 | -31.65% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 36,297 | 1,458 | 0.05% | 0.05% | 340 | -322 | -0.88% | Q1 2026 | Apr 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 36,271 | 1,457 | 0.22% | 0.2% | 341 | +8,425 | 30.26% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 36,140 | 1,452 | 0.01% | 0.01% | 342 | +5,497 | 17.94% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 36,058 | 1,449 | 0.33% | 0.37% | 343 | -341 | -0.94% | Q1 2026 | Apr 28, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 35,154 | 1,412 | 0.76% | 0.78% | 344 | +3,309 | 10.39% | Q1 2026 | May 12, 2026 |
| Platt Wealth Management LLC | History | Added to | 34,091 | 1,370 | 1.34% | 0.96% | 345 | +12,220 | 55.87% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 33,633 | 1,351 | 0.1% | 0.12% | 346 | -1,525 | -4.34% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 33,227 | 1,335 | 0.43% | 0.49% | 347 | -776 | -2.28% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 33,153 | 1,332 | 0.62% | 0.58% | 348 | +5,430 | 19.59% | Q1 2026 | Apr 15, 2026 |
| United Advisor Group, LLC | History | Added to | 32,872 | 1,321 | 0.16% | 0.18% | 349 | +25 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Summit Global Investments | History | Added to | 32,335 | 1,300 | 0.08% | 0.08% | 350 | +1,231 | 3.96% | Q1 2026 | May 07, 2026 |
| Northwest Financial Advisors | History | Added to | 31,958 | 1,284 | 2.48% | 1.51% | 351 | +15,469 | 93.81% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 31,743 | 1,275 | 0.03% | 0.06% | 352 | -33,364 | -51.24% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 31,705 | 1,274 | 0.11% | 0.15% | 353 | +2,795 | 9.67% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 31,354 | 1,260 | 0.1% | 0.07% | 354 | +9,452 | 43.16% | Q1 2026 | Apr 23, 2026 |
| NavPoint Financial, Inc. | History | Added to | 31,195 | 1,253 | 0.51% | 0.51% | 355 | +4,525 | 16.97% | Q1 2026 | Apr 24, 2026 |
| LexAurum Advisors, LLC | History | New | 30,793 | 1,237 | 0.16% | — | 356 | +30,793 | New | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 30,462 | 1,224 | 0.0% | — | 357 | +30,462 | New | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 30,418 | 1,222 | 1.18% | 1.2% | 358 | +3,147 | 11.54% | Q1 2026 | May 05, 2026 |
| Capital Management Associates, Inc | History | Added to | 30,398 | 1,221 | 0.28% | 0.27% | 359 | +2,520 | 9.04% | Q1 2026 | Apr 22, 2026 |
| Peak Planning Group, LLC | History | Reduced | 29,961 | 1,204 | 0.33% | 0.37% | 360 | -77 | -0.26% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 29,917 | 1,202 | 0.15% | 0.25% | 361 | +557 | 1.9% | Q1 2026 | May 18, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 29,814 | 1,197 | 0.16% | 0.14% | 362 | +5,877 | 24.55% | Q1 2026 | Apr 27, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 29,489 | 1,185 | 0.18% | 0.21% | 363 | -25 | -0.08% | Q1 2026 | May 12, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 29,434 | 1,182 | 0.24% | 0.27% | 364 | -220 | -0.74% | Q1 2026 | Apr 13, 2026 |
| Sun Financial Inc | History | Added to | 25,331 | 1,181 | 0.59% | 0.6% | 365 | +1,233 | 5.12% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 29,082 | 1,168 | 0.83% | 0.94% | 366 | -427 | -1.45% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 28,963 | 1,164 | 0.06% | 0.05% | 367 | +5,985 | 26.05% | Q1 2026 | Apr 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,284 | 1,164 | 0.08% | 0.07% | 368 | +4,284 | 18.63% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 26,024 | 1,157 | 0.85% | 0.85% | 369 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VICUS CAPITAL | History | Added to | 28,432 | 1,142 | 0.08% | 0.07% | 370 | +7,023 | 32.8% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Added to | 28,232 | 1,134 | 0.0% | 0.0% | 371 | +10,806 | 62.01% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 27,567 | 1,107 | 0.44% | 0.48% | 372 | +982 | 3.69% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 27,520 | 1,106 | 0.23% | 0.26% | 373 | +1,396 | 5.34% | Q1 2026 | Apr 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 27,384 | 1,100 | 0.16% | 0.14% | 374 | +4,106 | 17.64% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 27,105 | 1,089 | 0.02% | 0.02% | 375 | -924 | -3.3% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 26,727 | 1,085 | 0.08% | 0.08% | 376 | +512 | 1.95% | Q1 2026 | May 01, 2026 |
| NORDEN GROUP LLC | History | No change | 26,942 | 1,082 | 0.1% | 0.12% | 377 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 25,872 | 1,039 | 0.71% | 0.77% | 378 | +1,468 | 6.02% | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 23,133 | 1,028 | 0.16% | 0.16% | 379 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Greenline Wealth Management LLC | History | Added to | 25,482 | 1,024 | 1.18% | 1.11% | 380 | +1,449 | 6.03% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | No change | 25,065 | 1,007 | 0.69% | 0.78% | 381 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Added to | 24,999 | 1,004 | 0.08% | 0.09% | 382 | +670 | 2.75% | Q1 2026 | Apr 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 24,900 | 1,000 | 0.41% | 0.27% | 383 | +10,400 | 71.72% | Q1 2026 | Apr 08, 2026 |
| Clearview Wealth Management LLC | History | New | 24,770 | 995 | 0.7% | — | 384 | +24,770 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,671 | 991 | 0.0% | 0.0% | 385 | +11,634 | 89.24% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,973 | 963 | 0.0% | 0.0% | 386 | +6,894 | 40.37% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 23,934 | 961 | 0.0% | 0.0% | 387 | -1,002 | -4.02% | Q1 2026 | May 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 23,476 | 943 | 0.48% | 0.56% | 388 | -57 | -0.24% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 23,260 | 934 | 0.02% | 0.03% | 389 | -1,757 | -7.02% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 23,181 | 931 | 0.1% | 0.12% | 390 | +2,357 | 11.32% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,004 | 919 | 0.02% | 0.09% | 391 | -28,746 | -58.97% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 22,152 | 890 | 0.01% | 0.0% | 392 | +6,933 | 45.55% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,083 | 887 | 0.02% | 0.02% | 393 | +8,108 | 58.02% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 22,032 | 885 | 0.04% | 0.03% | 394 | +10,536 | 91.65% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 21,683 | 871 | 0.05% | 0.05% | 395 | +149 | 0.69% | Q1 2026 | May 15, 2026 |
| WealthSpring Partners, LLC | History | New | 21,270 | 854 | 0.78% | — | 396 | +21,270 | New | Q1 2026 | Apr 20, 2026 |
| Capital Planning LLC | History | No change | 21,077 | 847 | 0.28% | 0.26% | 397 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIM, LLC | History | Added to | 20,875 | 838 | 0.12% | 0.11% | 398 | +1,339 | 6.85% | Q1 2026 | May 18, 2026 |
| Harborfront Financial Group LLC | History | No change | 18,144 | 806 | 6.0% | 6.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 19,809 | 796 | 0.09% | 0.1% | 400 | -905 | -4.37% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 19,368 | 778 | 0.04% | 0.04% | 401 | +5,489 | 39.55% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,970 | 762 | 0.03% | 0.02% | 402 | +8,404 | 79.54% | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Group | History | Added to | 18,723 | 752 | 0.29% | 0.3% | 403 | +2,374 | 14.52% | Q1 2026 | Apr 01, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 18,668 | 750 | 0.21% | 0.24% | 404 | -831 | -4.26% | Q1 2026 | Apr 23, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 18,598 | 747 | 0.7% | 0.72% | 405 | +656 | 3.66% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,376 | 738 | 0.03% | 0.02% | 406 | +3,745 | 25.6% | Q1 2026 | Apr 28, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 18,369 | 738 | 0.29% | 0.3% | 407 | +450 | 2.51% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 17,849 | 717 | 0.0% | 0.01% | 408 | -3,959 | -18.15% | Q1 2026 | May 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 16,022 | 712 | 0.24% | 0.24% | 409 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 17,693 | 711 | 0.22% | 0.26% | 410 | +460 | 2.67% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 17,647 | 709 | 0.51% | 0.57% | 411 | +320 | 1.85% | Q1 2026 | May 19, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 17,570 | 706 | 0.05% | 0.05% | 412 | +681 | 4.03% | Q1 2026 | Apr 13, 2026 |
| DV Trading LLC | History | Added to | 17,508 | 703 | 0.02% | 0.01% | 413 | +13,108 | 297.91% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 15,796 | 702 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 17,363 | 697 | 0.14% | 0.18% | 415 | -1,651 | -8.68% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Added to | 16,922 | 680 | 0.11% | 0.11% | 416 | +2,038 | 13.69% | Q1 2026 | Apr 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 16,854 | 677 | 0.05% | 0.06% | 417 | +791 | 4.92% | Q1 2026 | May 13, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 15,241 | 677 | 0.71% | 0.71% | 418 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Bison Wealth, LLC | History | No change | 14,500 | 671 | 0.06% | 0.07% | 419 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 16,673 | 670 | 0.01% | 0.01% | 420 | +361 | 2.21% | Q1 2026 | May 12, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 14,879 | 665 | 0.22% | 0.22% | 421 | +3 | 0.02% | Q1 2026 | Apr 28, 2026 |
| TCFG Investment Advisors, LLC | History | New | 16,492 | 662 | 0.25% | — | 423 | +16,492 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 16,492 | 662 | 0.25% | 0.25% | 422 | +2,324 | 16.4% | Q1 2026 | Apr 23, 2026 |
| RIA Advisory Group LLC | History | Added to | 16,402 | 659 | 0.16% | 0.16% | 424 | +1,389 | 9.25% | Q1 2026 | Apr 23, 2026 |
| Clearwave Capital, LLC | History | No change | 16,278 | 654 | 0.45% | 0.53% | 425 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 16,235 | 652 | 0.13% | 0.12% | 426 | +2,417 | 17.49% | Q1 2026 | Apr 16, 2026 |
| Advisory Alpha, LLC | History | Reduced | 16,105 | 647 | 0.02% | 0.02% | 427 | -2 | -0.01% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 15,937 | 640 | 0.15% | 0.1% | 428 | +7,665 | 92.66% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 15,795 | 634 | 0.0% | 0.01% | 429 | -401 | -2.48% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,570 | 625 | 0.0% | 0.0% | 430 | +1,408 | 9.94% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 15,440 | 620 | 0.01% | 0.01% | 431 | +9,667 | 167.45% | Q1 2026 | May 15, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 15,337 | 616 | 0.42% | 0.41% | 432 | +1,477 | 10.66% | Q1 2026 | May 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 15,230 | 612 | 0.73% | 0.59% | 433 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 15,224 | 611 | 0.39% | 0.55% | 434 | -3,161 | -17.19% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 15,113 | 607 | 0.41% | 0.5% | 435 | -1,459 | -8.8% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 15,040 | 604 | 0.02% | 0.02% | 436 | -9 | -0.06% | Q1 2026 | May 04, 2026 |
| ProCore Advisors, LLC | History | Added to | 15,016 | 603 | 0.92% | 0.6% | 438 | +1,848 | 14.03% | Q1 2026 | Apr 23, 2026 |
| RiverFront Investment Group, LLC | History | No change | 15,009 | 603 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 14,868 | 597 | 0.41% | 0.44% | 439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 14,713 | 591 | 0.15% | 0.66% | 440 | -38,084 | -72.13% | Q1 2026 | Apr 28, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 14,695 | 590 | 0.05% | 0.05% | 441 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HFG Advisors, Inc. | History | No change | 14,430 | 579 | 0.41% | 0.46% | 442 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 14,314 | 575 | 0.05% | 0.06% | 443 | +302 | 2.16% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 13,855 | 556 | 0.0% | 0.0% | 444 | +6,065 | 77.86% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 12,440 | 553 | 0.11% | 0.11% | 445 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 13,741 | 552 | 0.01% | 0.01% | 446 | -418 | -2.95% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Added to | 13,689 | 550 | 0.03% | 0.01% | 447 | +6,075 | 79.79% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 13,568 | 545 | 0.0% | 0.0% | 448 | -5,875 | -30.22% | Q1 2026 | May 11, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 13,120 | 527 | 0.16% | 0.16% | 449 | +885 | 7.23% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 13,010 | 522 | 0.02% | 0.04% | 451 | -6,734 | -34.11% | Q1 2026 | Apr 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 12,990 | 522 | 0.02% | 0.03% | 450 | -648 | -4.75% | Q1 2026 | Apr 21, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 12,930 | 519 | 0.17% | 0.16% | 452 | +2,235 | 20.9% | Q1 2026 | Apr 29, 2026 |
| Tudor Financial Inc. | History | Added to | 12,756 | 512 | 0.26% | 0.29% | 453 | +70 | 0.55% | Q1 2026 | May 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 12,612 | 506 | 0.28% | 0.31% | 454 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 12,533 | 503 | 0.06% | 0.05% | 455 | +3,573 | 39.88% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,378 | 497 | 0.03% | 0.03% | 456 | +3,417 | 38.13% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,964 | 480 | 0.0% | 0.0% | 457 | +1,589 | 15.32% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,320 | 454 | 0.12% | — | 458 | +11,320 | New | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,248 | 452 | 0.06% | 0.07% | 459 | -1,637 | -12.7% | Q1 2026 | May 04, 2026 |
| Cushing Capital Partners, LLC | History | No change | 11,075 | 445 | 0.34% | 0.36% | 460 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 10,910 | 438 | 0.0% | 0.0% | 461 | +580 | 5.61% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,875 | 437 | 0.03% | 0.04% | 462 | +12 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,864 | 436 | 0.02% | 0.03% | 463 | +5,795 | 114.32% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Investment Group, LLC | History | New | 10,840 | 435 | 0.06% | — | 465 | +10,840 | New | Q1 2026 | May 11, 2026 |
| Leo H. Evart, Inc. | History | New | 10,838 | 435 | 0.37% | — | 466 | +10,838 | New | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 10,832 | 435 | 0.11% | 0.12% | 464 | +770 | 7.65% | Q1 2026 | May 13, 2026 |
| CVFG LLC | History | Added to | 10,468 | 420 | 0.05% | 0.26% | 467 | +1,875 | 21.82% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,404 | 418 | 0.01% | 0.01% | 468 | +1,095 | 11.76% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,328 | 415 | 0.0% | 0.0% | 469 | -938 | -8.33% | Q1 2026 | May 15, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 10,159 | 408 | 0.08% | 0.06% | 470 | +2,616 | 34.68% | Q1 2026 | Apr 09, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 10,175 | 408 | 0.41% | 0.46% | 471 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Adelphi Trust Co | History | Added to | 10,128 | 407 | 0.33% | 0.31% | 472 | +1,506 | 17.47% | Q1 2026 | Apr 01, 2026 |
| Advisor Resource Council | History | Added to | 9,825 | 394 | 0.13% | 0.15% | 473 | +345 | 3.64% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Added to | 9,559 | 384 | 0.04% | 0.04% | 474 | +1,607 | 20.21% | Q1 2026 | Apr 23, 2026 |
| Core Wealth Partners LLC | History | Reduced | 9,376 | 376 | 0.17% | 0.23% | 475 | -1,994 | -17.54% | Q1 2026 | May 08, 2026 |
| Trademark Financial Management, LLC | History | Added to | 9,178 | 368 | 0.18% | 0.22% | 476 | +242 | 2.71% | Q1 2026 | Apr 27, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 9,151 | 367 | 0.1% | 0.1% | 477 | -241 | -2.57% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 9,011 | 362 | 0.19% | 1.84% | 478 | -65,180 | -87.85% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,001 | 361 | 0.0% | 0.0% | 479 | -8,073 | -47.28% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,915 | 358 | 0.02% | 0.03% | 480 | +1,252 | 16.34% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,810 | 354 | 0.01% | 0.02% | 481 | -2,461 | -21.83% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Reduced | 8,701 | 349 | 0.0% | 0.0% | 482 | -795 | -8.37% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,513 | 344 | 0.11% | 0.07% | 483 | +3,966 | 87.22% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | No change | 8,388 | 337 | 0.19% | 0.2% | 484 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BURNEY CO/ | History | New | 8,298 | 333 | 0.01% | — | 485 | +8,298 | New | Q1 2026 | Apr 29, 2026 |
| James J. Burns & Company, LLC | History | No change | 8,204 | 329 | 0.04% | 0.05% | 486 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 8,129 | 326 | 0.0% | 0.0% | 487 | +4,064 | 99.98% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 7,237 | 326 | 0.07% | 0.1% | 488 | -1,985 | -21.52% | Q1 2026 | May 08, 2026 |
| AAF Wealth Management, LLC | History | No change | 8,033 | 322 | 0.13% | 0.15% | 489 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 7,970 | 320 | 0.04% | 0.04% | 490 | +1,815 | 29.49% | Q1 2026 | Apr 09, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 7,853 | 315 | 0.02% | 0.03% | 491 | -71 | -0.9% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | New | 7,825 | 314 | 0.02% | — | 492 | +7,825 | New | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,759 | 311 | 0.01% | 0.01% | 493 | +199 | 2.63% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,704 | 309 | 0.03% | 0.04% | 494 | -363 | -4.5% | Q1 2026 | Apr 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,666 | 308 | 0.01% | 0.01% | 495 | -2,684 | -25.93% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 7,688 | 308 | 0.1% | 0.1% | 496 | +749 | 10.79% | Q1 2026 | Apr 24, 2026 |
| Carson Advisory Inc. | History | Added to | 7,647 | 307 | 0.16% | 0.14% | 497 | +1,471 | 23.82% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | New | 7,546 | 303 | 0.0% | — | 498 | +7,546 | New | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 7,429 | 298 | 0.15% | 0.17% | 499 | +165 | 2.27% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,685 | 297 | 0.02% | — | 500 | +7,685 | New | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 7,331 | 294 | 0.02% | 0.02% | 502 | +331 | 4.73% | Q1 2026 | Apr 28, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 7,258 | 294 | 0.05% | 0.05% | 501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 7,289 | 292 | 0.05% | 0.03% | 503 | +2,837 | 63.72% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 7,134 | 286 | 0.07% | 0.07% | 504 | +438 | 6.54% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,947 | 279 | 0.02% | 0.02% | 505 | +217 | 3.22% | Q1 2026 | May 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 6,932 | 278 | 0.26% | 0.32% | 506 | -629 | -8.32% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 6,854 | 275 | 0.01% | — | 507 | +6,854 | New | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 6,825 | 274 | 0.08% | 0.09% | 508 | +125 | 1.87% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,777 | 272 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 6,766 | 271 | 0.14% | 0.16% | 510 | +1,280 | 23.33% | Q1 2026 | Apr 30, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,721 | 270 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 6,704 | 269 | 0.04% | — | 512 | +6,704 | New | Q1 2026 | Apr 30, 2026 |
| Warner Group LLC | History | Reduced | 6,605 | 265 | 0.17% | 4.01% | 514 | -139,873 | -95.49% | Q1 2026 | Apr 29, 2026 |
| Herold Advisors, Inc. | History | Reduced | 6,599 | 265 | 0.06% | 0.08% | 513 | -1,353 | -17.01% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 6,584 | 264 | 0.1% | 0.11% | 515 | -251 | -3.67% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 6,480 | 260 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 6,439 | 258 | 0.14% | 0.19% | 517 | -1,300 | -16.8% | Q1 2026 | Apr 28, 2026 |
| Goldstone Financial Group, LLC | History | No change | 6,274 | 252 | 0.03% | 0.03% | 518 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,178 | 249 | 0.05% | 0.06% | 519 | +4 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Advisory Services LLC | History | New | 5,540 | 246 | 0.01% | — | 520 | +5,540 | New | Q1 2026 | Apr 24, 2026 |
| Capital Investment Management, Inc. | History | New | 6,098 | 245 | 0.08% | — | 521 | +6,098 | New | Q1 2026 | Apr 22, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 6,023 | 242 | 0.01% | — | 524 | +6,023 | New | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,037 | 242 | 0.02% | 0.01% | 523 | +2,709 | 81.4% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 6,035 | 242 | 0.03% | 0.05% | 522 | -2,006 | -24.95% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,003 | 241 | 0.01% | 0.02% | 525 | -2,445 | -28.94% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 5,950 | 239 | 0.0% | — | 526 | +5,950 | New | Q1 2026 | May 12, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 5,931 | 238 | 0.29% | 0.28% | 528 | -4 | -0.07% | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,938 | 238 | 0.04% | 0.04% | 527 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,872 | 235 | 0.06% | 0.07% | 529 | -340 | -5.47% | Q1 2026 | Apr 09, 2026 |
| Planned Solutions, Inc. | History | Added to | 5,856 | 235 | 0.08% | 0.08% | 530 | +86 | 1.49% | Q1 2026 | Apr 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | New | 5,809 | 233 | 0.11% | — | 531 | +5,809 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,699 | 229 | 0.0% | 0.0% | 532 | -1,130 | -16.55% | Q1 2026 | May 14, 2026 |
| Crown Wealth Group, LLC | History | No change | 5,658 | 227 | 0.07% | 0.07% | 533 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 5,636 | 226 | 0.07% | 0.07% | 534 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 5,581 | 224 | 0.01% | 0.01% | 535 | +2,091 | 59.91% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 5,500 | 221 | 0.01% | 0.02% | 536 | -11,650 | -67.93% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | New | 5,343 | 214 | 0.02% | — | 537 | +5,343 | New | Q1 2026 | Apr 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 5,330 | 214 | 0.04% | — | 538 | +5,330 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,250 | 210 | 0.02% | 0.02% | 539 | -706 | -11.85% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,103 | 205 | 0.01% | 0.01% | 540 | +128 | 2.57% | Q1 2026 | Apr 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,095 | 204 | 0.05% | 0.05% | 541 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lewis Asset Management, LLC | History | New | 5,055 | 203 | 0.08% | — | 542 | +5,055 | New | Q1 2026 | Apr 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 5,000 | 200 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Richardson Capital Management LLC | History | New | 4,725 | 189 | 0.09% | — | 544 | +4,725 | New | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | New | 4,095 | 164 | 0.13% | — | 545 | +4,095 | New | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Added to | 3,279 | 131 | 0.03% | 0.03% | 546 | +179 | 5.77% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,235 | 130 | 0.08% | — | 547 | +3,235 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,888 | 128 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,565 | 114 | 0.1% | 0.1% | 549 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | New | 2,761 | 110 | 0.0% | — | 552 | +2,761 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,746 | 110 | 0.0% | 0.0% | 550 | -832 | -23.25% | Q1 2026 | May 08, 2026 |
| Gleason Group, Inc. | History | No change | 2,753 | 110 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 2,732 | 109 | 0.04% | — | 553 | +2,732 | New | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 2,709 | 108 | 0.0% | 0.0% | 554 | +1,558 | 135.36% | Q1 2026 | May 15, 2026 |
| Lavaca Capital LLC | History | New | 2,200 | 88 | 0.02% | — | 556 | +2,200 | New | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,200 | 88 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | No change | 2,000 | 80 | 0.06% | 0.06% | 557 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,772 | 71 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,745 | 70 | 0.06% | 0.07% | 559 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 1,715 | 68 | 0.01% | 0.02% | 560 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | No change | 1,607 | 64 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 1,540 | 61 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,507 | 60 | 0.09% | — | 563 | +1,507 | New | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 1,454 | 59 | 0.01% | 0.01% | 565 | +406 | 38.74% | Q1 2026 | May 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 1,325 | 59 | 0.03% | 0.02% | 564 | +261 | 24.53% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,460 | 58 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,453 | 58 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,266 | 56 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,377 | 55 | 0.0% | 0.0% | 569 | +57 | 4.32% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,366 | 54 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,179 | 47 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,162 | 45 | 0.03% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | No change | 1,141 | 45 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fairscale Capital, LLC | History | No change | 1,134 | 45 | 0.03% | 0.03% | 574 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Reduced | 1,029 | 41 | 0.0% | 0.01% | 575 | -784 | -43.24% | Q1 2026 | Apr 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MOTCO | History | New | 960 | 38 | 0.0% | — | 577 | +960 | New | Q1 2026 | Apr 22, 2026 |
| VANGUARD ADVISERS INC | History | New | 848 | 34 | 0.0% | — | 578 | +848 | New | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Added to | 760 | 30 | 0.01% | 0.01% | 579 | +25 | 3.4% | Q1 2026 | May 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 669 | 29 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 701 | 28 | 0.0% | 0.0% | 581 | -889 | -55.91% | Q1 2026 | Apr 06, 2026 |
| Opal Wealth Advisors, LLC | History | New | 715 | 28 | 0.01% | — | 582 | +715 | New | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 660 | 26 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 570 | 25 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 602 | 24 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | New | 532 | 21 | 0.0% | — | 586 | +532 | New | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 520 | 20 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 455 | 18 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 420 | 16 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Miller Capital Partners, Inc. | History | No change | 412 | 16 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 387 | 15 | 0.0% | 0.0% | 592 | +350 | 945.95% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,839 | 14 | 0.0% | 0.0% | 593 | -2,677 | -4.74% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 323 | 12 | 0.0% | — | 595 | +323 | New | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 250 | 10 | 0.0% | 0.0% | 596 | +126 | 101.61% | Q1 2026 | Apr 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 257 | 10 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 222 | 8 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 155 | 6 | 0.0% | 0.01% | 599 | -323 | -67.57% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 172 | 6 | 0.0% | — | 600 | +172 | New | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | New | 139 | 5 | 0.0% | — | 602 | +139 | New | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 145 | 5 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key Capital Management, INC | History | New | 113 | 4 | 0.0% | — | 608 | +113 | New | Q1 2026 | May 07, 2026 |
| Financial Life Planners | History | New | 108 | 4 | 0.0% | — | 607 | +108 | New | Q1 2026 | Apr 24, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 113 | 4 | 0.0% | 0.0% | 606 | +11 | 10.78% | Q1 2026 | May 07, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 105 | 4 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 115 | 4 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 117 | 4 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hilltop National Bank | History | Reduced | 84 | 3 | 0.0% | 0.0% | 610 | -254 | -75.15% | Q1 2026 | Apr 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 85 | 3 | 0.0% | 0.0% | 609 | -151 | -63.98% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 68 | 2 | 0.0% | 0.0% | 611 | -37 | -35.24% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | New | 35 | 1 | 0.0% | — | 612 | +35 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,459,912 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 2.54% | — | -635,354 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -439,959 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 3.63% | — | -240,497 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.35% | — | -194,848 | -100.0% | Q1 2026 | May 08, 2026 |
| WJ Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.93% | — | -150,615 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Boulder Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 2.7% | — | -143,890 | -100.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -132,543 | -100.0% | Q1 2026 | May 12, 2026 |
| MONEYWISE, INC. | History | Closed out | 0 | 0 | — | 2.09% | — | -112,986 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 3.19% | — | -86,835 | -100.0% | Q1 2026 | May 20, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 2.05% | — | -79,320 | -100.0% | Q1 2026 | May 05, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -57,136 | -100.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,875 | -100.0% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.79% | — | -41,773 | -100.0% | Q1 2026 | May 01, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -35,481 | -100.0% | Q1 2026 | May 04, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.92% | — | -32,960 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,758 | -100.0% | Q1 2026 | May 01, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -19,914 | -100.0% | Q1 2026 | May 15, 2026 |
| THREADGILL FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -16,084 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.26% | — | -14,831 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,135 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Aspiring Ventures, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,075 | -100.0% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,626 | -100.0% | Q1 2026 | May 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.21% | — | -5,474 | -100.0% | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,470 | -100.0% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -5,149 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,795 | -100.0% | Q1 2026 | May 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,579 | -100.0% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,578 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,573 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,531 | -100.0% | Q1 2026 | May 01, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,523 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,417 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,660 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,440 | -100.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,935 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,584 | -100.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -568 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -275 | -100.0% | Q1 2026 | May 14, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |