Pacer Funds Trust - COWZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,325,339 | 2,272,513 | 0.17% | 0.17% | 1 | -2,334,037 | -6.04% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 18,606,409 | 1,164,016 | 0.31% | 0.31% | 2 | -102,124 | -0.55% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 14,637,220 | 915,704 | 0.06% | 0.06% | 3 | -675,530 | -4.41% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,171,215 | 511,191 | 0.16% | 0.17% | 4 | -675,004 | -7.63% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,643,470 | 478,175 | 0.29% | 0.3% | 5 | -335,286 | -4.2% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,513,020 | 407,454 | 0.08% | 0.08% | 6 | -503,474 | -7.18% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,612,900 | 351,143 | 0.37% | 0.38% | 7 | -145,601 | -2.53% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,874,816 | 304,968 | 0.08% | 0.06% | 8 | +1,642,211 | 50.8% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 4,410,982 | 275,951 | 0.04% | 0.05% | 9 | -359,863 | -7.54% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,704,931 | 231,859 | 0.34% | 0.35% | 10 | -278,838 | -7.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,154,181 | 197,326 | 0.51% | 0.52% | 11 | -104,651 | -3.21% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,063,031 | 191,668 | 0.04% | 0.05% | 12 | -398,145 | -11.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,029,150 | 189,503 | 0.26% | 0.27% | 13 | -289,511 | -8.72% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,147,267 | 134,333 | 0.02% | 0.03% | 14 | -593,833 | -21.66% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,850,770 | 114,248 | 0.05% | 0.06% | 15 | +225,084 | 13.85% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,824,648 | 114,149 | 0.64% | 0.6% | 16 | +23,487 | 1.3% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,729,166 | 108,176 | 0.41% | 0.41% | 17 | +83,548 | 5.08% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,726,111 | 107,985 | 0.11% | 0.11% | 18 | +41,144 | 2.44% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,401,928 | 87,705 | 0.08% | 0.08% | 19 | +7,604 | 0.55% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,372,593 | 85,869 | 0.24% | 0.25% | 20 | -325,280 | -19.16% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 994,456 | 62,213 | 0.1% | 0.1% | 21 | -48,523 | -4.65% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 950,031 | 60,022 | 2.3% | 2.42% | 22 | -25,813 | -2.65% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 877,389 | 54,889 | 0.1% | 0.09% | 23 | +50,406 | 6.1% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Added to | 838,488 | 52,456 | 2.98% | 2.79% | 24 | +17,775 | 2.17% | Q1 2026 | Apr 22, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 817,861 | 51,165 | 15.48% | 14.61% | 25 | -1,853 | -0.23% | Q1 2026 | Apr 17, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 831,660 | 50,041 | 6.62% | 6.62% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 795,303 | 49,754 | 0.42% | 0.35% | 27 | -7,511 | -0.94% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 785,815 | 49,137 | 0.1% | 0.12% | 28 | -615,630 | -43.93% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 783,476 | 49,014 | 0.12% | 0.11% | 29 | -20,272 | -2.52% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 717,184 | 44,867 | 2.45% | 2.43% | 30 | +13,126 | 1.86% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 704,939 | 44,100 | 0.06% | 0.06% | 31 | -24 | -0.0% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 678,870 | 42,470 | 0.26% | 0.25% | 32 | +1,968 | 0.29% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 647,872 | 40,530 | 0.0% | 0.0% | 33 | +433,120 | 201.68% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 640,968 | 40,098 | 0.95% | 0.88% | 34 | -6,932 | -1.07% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 623,967 | 39,035 | 0.02% | 0.02% | 35 | -84,720 | -11.95% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 614,789 | 38,461 | 0.2% | 0.2% | 36 | +9,130 | 1.51% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 601,979 | 37,758 | 0.04% | 0.04% | 37 | -32,085 | -5.06% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 587,049 | 36,725 | 0.71% | 0.67% | 38 | +18,787 | 3.31% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 591,690 | 35,645 | 0.23% | 0.23% | 39 | +44,273 | 8.09% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Reduced | 566,250 | 35,424 | 2.4% | 3.83% | 40 | -384,117 | -40.42% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 562,577 | 35,202 | 0.22% | 0.2% | 41 | +2,857 | 0.51% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 546,695 | 34,201 | 0.16% | 0.16% | 42 | -9,468 | -1.7% | Q1 2026 | Apr 24, 2026 |
| Clark Capital Management Group, Inc. | History | New | 518,889 | 32,461 | 0.2% | — | 43 | +518,889 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 518,469 | 32,435 | 0.99% | 1.1% | 44 | +21,367 | 4.3% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 492,878 | 30,833 | 0.56% | 0.56% | 45 | +7,118 | 1.47% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 490,944 | 30,600 | 0.52% | 0.72% | 46 | -167,174 | -25.4% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 488,771 | 30,587 | 0.23% | 0.21% | 47 | +19,281 | 4.11% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 486,043 | 30,405 | 0.47% | 0.47% | 48 | +98,480 | 25.41% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 480,021 | 30,030 | 0.17% | 0.17% | 49 | +1,547 | 0.32% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 469,115 | 29,347 | 0.05% | 0.06% | 50 | -25,558 | -5.17% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 454,459 | 28,430 | 0.03% | 0.04% | 51 | -148,339 | -24.61% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 452,564 | 28,312 | 2.54% | 2.67% | 52 | -34,234 | -7.03% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 449,759 | 28,136 | 0.35% | 0.38% | 53 | -53,937 | -10.71% | Q1 2026 | Apr 20, 2026 |
| Paragon Capital Management Ltd | History | Added to | 423,940 | 26,521 | 5.57% | 5.07% | 54 | +540 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 412,637 | 25,814 | 0.62% | 0.66% | 55 | -54,999 | -11.76% | Q1 2026 | Apr 30, 2026 |
| Presidio Capital Management, LLC | History | Added to | 412,612 | 25,813 | 7.5% | 7.27% | 56 | +10,223 | 2.54% | Q1 2026 | Apr 08, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 409,058 | 25,365 | 1.45% | 1.42% | 57 | +13,579 | 3.43% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Added to | 402,836 | 25,201 | 3.64% | 3.38% | 58 | +29,591 | 7.93% | Q1 2026 | Apr 22, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 388,027 | 24,274 | 5.23% | 5.03% | 59 | +11,958 | 3.18% | Q1 2026 | Apr 13, 2026 |
| Decker Wealth Management LLC | History | Reduced | 367,352 | 22,981 | 5.21% | 5.09% | 60 | -18,528 | -4.8% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 366,642 | 22,937 | 0.03% | 0.08% | 61 | -531,481 | -59.18% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 358,291 | 22,414 | 1.0% | 0.98% | 62 | +5,972 | 1.7% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 358,283 | 22,414 | 3.91% | 3.8% | 63 | -913 | -0.25% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 353,082 | 22,088 | 0.51% | 0.52% | 64 | -4,260 | -1.19% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 349,193 | 21,845 | 0.49% | 0.5% | 65 | -20,742 | -5.61% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 333,726 | 20,877 | 1.25% | 1.2% | 66 | -1,747 | -0.52% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 322,904 | 20,200 | 0.05% | 0.05% | 67 | -367 | -0.11% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 318,908 | 19,950 | 0.67% | 0.48% | 68 | -30,214 | -8.65% | Q1 2026 | Apr 23, 2026 |
| Wealth Group Ltd | History | Reduced | 311,724 | 19,501 | 4.44% | 4.23% | 69 | -2,401 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 304,835 | 19,070 | 3.5% | 2.94% | 70 | +55,187 | 22.11% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 303,295 | 18,974 | 0.21% | 0.19% | 71 | +27,956 | 10.15% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 300,345 | 18,789 | 0.23% | 0.25% | 72 | +4,432 | 1.5% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 299,346 | 18,727 | 0.1% | 0.11% | 73 | -20,701 | -6.47% | Q1 2026 | May 05, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 286,992 | 17,954 | 6.65% | 5.68% | 74 | +29,349 | 11.39% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 284,856 | 17,795 | 0.09% | 0.12% | 75 | -102,240 | -26.41% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 282,298 | 17,660 | 0.05% | 0.04% | 76 | -5,416 | -1.88% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 282,202 | 17,654 | 0.26% | 0.12% | 77 | +149,333 | 112.39% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Added to | 278,817 | 17,442 | 4.18% | 4.11% | 78 | +6,974 | 2.57% | Q1 2026 | May 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 276,881 | 17,321 | 9.73% | 9.14% | 79 | +3,405 | 1.25% | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 267,761 | 16,751 | 1.77% | 2.06% | 80 | -46,834 | -14.89% | Q1 2026 | May 04, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 265,519 | 16,610 | 2.9% | 2.98% | 81 | -80,846 | -23.34% | Q1 2026 | May 15, 2026 |
| GLR Partners, LLC | History | New | 264,069 | 16,520 | 9.01% | — | 82 | +264,069 | New | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 261,870 | 16,382 | 0.19% | 0.19% | 83 | -12,943 | -4.71% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 256,749 | 16,062 | 0.49% | 0.51% | 84 | -33,481 | -11.54% | Q1 2026 | May 14, 2026 |
| Cyr Financial Inc. | History | Added to | 254,245 | 15,905 | 9.36% | 9.01% | 85 | +14,149 | 5.89% | Q1 2026 | Apr 24, 2026 |
| Madrona Financial Services, LLC | History | Added to | 254,064 | 15,894 | 3.48% | 2.87% | 86 | +30,960 | 13.88% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 250,716 | 15,684 | 0.32% | 0.3% | 87 | +4,635 | 1.88% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 250,349 | 15,661 | 0.43% | 0.4% | 88 | +5,325 | 2.17% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 249,465 | 15,606 | 0.95% | 0.92% | 89 | +7,435 | 3.07% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 249,363 | 15,600 | 0.36% | 0.4% | 90 | -22,215 | -8.18% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 243,628 | 15,241 | 1.04% | 0.9% | 91 | +2,666 | 1.11% | Q1 2026 | May 21, 2026 |
| Independent Advisor Alliance | History | New | 242,136 | 15,147 | 0.16% | — | 92 | +242,136 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 236,308 | 14,783 | 0.41% | 0.42% | 93 | -14,313 | -5.71% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | Added to | 229,452 | 14,354 | 3.37% | 3.5% | 94 | +5,559 | 2.48% | Q1 2026 | Apr 13, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 223,134 | 13,959 | 8.53% | 8.78% | 95 | +8,299 | 3.86% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 222,835 | 13,940 | 0.19% | 0.19% | 96 | -2,810 | -1.25% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Added to | 220,764 | 13,810 | 7.34% | 7.03% | 97 | +1,686 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 220,235 | 13,777 | 0.85% | 0.36% | 98 | +95,323 | 76.31% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 219,831 | 13,753 | 0.03% | 0.02% | 99 | +7,590 | 3.58% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 218,891 | 13,693 | 0.45% | 0.47% | 100 | -18,807 | -7.91% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 214,943 | 13,446 | 8.11% | 7.68% | 101 | +8,577 | 4.16% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 214,099 | 13,394 | 1.6% | 1.57% | 102 | -4,401 | -2.01% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 211,410 | 13,225 | 0.22% | 0.22% | 103 | +19,232 | 10.01% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 211,156 | 13,209 | 0.02% | 0.02% | 104 | +101,972 | 93.39% | Q1 2026 | May 01, 2026 |
| Marble Wealth, LLC | History | Reduced | 208,564 | 13,047 | 2.28% | 2.86% | 105 | -133,966 | -39.11% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 203,645 | 12,740 | 0.62% | 0.68% | 106 | -31,900 | -13.54% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 202,328 | 12,657 | 1.02% | 0.95% | 107 | +8,078 | 4.16% | Q1 2026 | Apr 16, 2026 |
| Sanchez Wealth Management Group | History | Added to | 202,026 | 12,638 | 2.73% | 2.56% | 108 | +3,350 | 1.69% | Q1 2026 | Apr 29, 2026 |
| GEN Financial Management, INC. | History | Reduced | 201,184 | 12,586 | 7.79% | 7.71% | 109 | -1,676 | -0.83% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 200,005 | 12,512 | 0.01% | 0.01% | 110 | -199,995 | -50.0% | Q1 2026 | May 12, 2026 |
| Ballast, Inc. | History | Reduced | 198,841 | 12,439 | 2.88% | 2.82% | 111 | -1,502 | -0.75% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 202,231 | 12,168 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 193,073 | 12,078 | 3.34% | 3.65% | 113 | -18,286 | -8.65% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 200,712 | 12,076 | 0.94% | 0.94% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navigation Group, LLC | History | New | 190,159 | 11,896 | 2.78% | — | 115 | +190,159 | New | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 186,058 | 11,639 | 0.53% | 0.55% | 116 | -17,264 | -8.49% | Q1 2026 | Apr 30, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 185,601 | 11,611 | 6.81% | 6.43% | 117 | +6,911 | 3.87% | Q1 2026 | Apr 21, 2026 |
| Fermata Advisors, LLC | History | Added to | 185,303 | 11,592 | 2.61% | 2.62% | 118 | +4,149 | 2.29% | Q1 2026 | Apr 08, 2026 |
| Tamar Securities, LLC | History | Added to | 184,342 | 11,532 | 1.23% | 1.09% | 119 | +12,148 | 7.05% | Q1 2026 | May 14, 2026 |
| Owen LaRue, LLC | History | Reduced | 183,087 | 11,453 | 4.4% | 4.22% | 120 | -1,386 | -0.75% | Q1 2026 | Apr 30, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 182,459 | 11,414 | 0.91% | 0.85% | 121 | +2,802 | 1.56% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 181,313 | 11,342 | 0.03% | 0.04% | 122 | +5,160 | 2.93% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 178,936 | 11,200 | 0.18% | 0.17% | 123 | +4,430 | 2.54% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 176,278 | 11,027 | 9.93% | 4.98% | 124 | +92,173 | 109.59% | Q1 2026 | Apr 23, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 176,260 | 11,026 | 4.04% | 3.85% | 125 | -6,335 | -3.47% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 175,495 | 10,978 | 6.8% | 7.42% | 126 | -3,294 | -1.84% | Q1 2026 | May 11, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 173,191 | 10,834 | 3.45% | 3.35% | 127 | -4,975 | -2.79% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 170,822 | 10,686 | 0.06% | 0.05% | 128 | +10,418 | 6.49% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 170,421 | 10,662 | 0.08% | 0.08% | 129 | +13,637 | 8.7% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 172,140 | 10,653 | 0.0% | 0.0% | 130 | -24,673 | -12.54% | Q1 2026 | May 13, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 168,264 | 10,526 | 7.15% | 6.87% | 131 | +1,220 | 0.73% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 167,155 | 10,457 | 0.61% | 0.6% | 132 | -1,742 | -1.03% | Q1 2026 | Apr 29, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 164,135 | 10,268 | 5.44% | 5.49% | 133 | +4,561 | 2.86% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Added to | 163,306 | 10,216 | 0.16% | 0.15% | 134 | +6,689 | 4.27% | Q1 2026 | Apr 27, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 162,760 | 10,182 | 4.24% | 4.03% | 135 | +1,834 | 1.14% | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 161,116 | 10,079 | 2.79% | 2.57% | 136 | +8,854 | 5.81% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 160,984 | 10,071 | 0.24% | 0.01% | 137 | +155,811 | 3012.0% | Q1 2026 | May 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 160,777 | 10,058 | 4.12% | 5.92% | 138 | -85,579 | -34.74% | Q1 2026 | Apr 27, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 160,735 | 10,055 | 3.33% | 5.07% | 139 | -55,692 | -25.73% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 159,185 | 9,958 | 0.14% | 0.12% | 140 | +20,630 | 14.89% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 155,595 | 9,734 | 0.07% | 0.07% | 141 | +8,136 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 154,127 | 9,642 | 0.01% | 0.02% | 142 | -119,885 | -43.75% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 151,159 | 9,456 | 1.4% | 1.38% | 143 | -188 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 147,347 | 9,218 | 0.99% | 1.06% | 144 | -18,433 | -11.12% | Q1 2026 | Apr 22, 2026 |
| Parcion Private Wealth LLC | History | Added to | 147,321 | 9,216 | 0.57% | 0.52% | 145 | +5,867 | 4.15% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 144,224 | 9,022 | 0.03% | 0.02% | 146 | +4,725 | 3.39% | Q1 2026 | May 08, 2026 |
| Ted Buchan & Co | History | Reduced | 143,904 | 9,002 | 3.27% | 3.2% | 147 | -941 | -0.65% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 140,990 | 8,821 | 0.09% | 0.07% | 148 | +33,738 | 31.46% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 139,857 | 8,749 | 9.59% | 9.26% | 149 | +2,333 | 1.7% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 137,796 | 8,690 | 0.23% | 0.41% | 150 | -22,195 | -13.87% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 139,399 | 8,674 | 0.52% | 0.38% | 151 | +43,211 | 44.92% | Q1 2026 | Apr 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 137,899 | 8,626 | 0.35% | 0.29% | 152 | +19,165 | 16.14% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 136,155 | 8,517 | 3.77% | 3.56% | 153 | +7,262 | 5.63% | Q1 2026 | May 08, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 135,874 | 8,500 | 0.66% | 0.84% | 154 | -40,574 | -22.99% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 134,881 | 8,438 | 0.4% | 0.36% | 155 | +2,741 | 2.07% | Q1 2026 | May 18, 2026 |
| Prota Financial, LLC | History | Added to | 134,617 | 8,421 | 6.1% | 5.62% | 156 | +4,886 | 3.77% | Q1 2026 | Apr 09, 2026 |
| Procyon Advisors, LLC | History | Reduced | 126,265 | 7,899 | 0.39% | 0.4% | 157 | -7,726 | -5.77% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | Added to | 124,969 | 7,805 | 0.57% | 0.02% | 158 | +119,902 | 2366.33% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 120,320 | 7,527 | 0.16% | 0.17% | 159 | -5,099 | -4.07% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 119,239 | 7,459 | 0.23% | 0.22% | 160 | +8,285 | 7.47% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 118,848 | 7,435 | 0.57% | 0.59% | 161 | -1,834 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 118,407 | 7,407 | 4.05% | 3.67% | 162 | -6,934 | -5.53% | Q1 2026 | May 11, 2026 |
| Atlas Wealth LLC | History | Reduced | 117,412 | 7,345 | 2.2% | 2.15% | 163 | -157 | -0.13% | Q1 2026 | May 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 117,042 | 7,322 | 1.38% | 1.4% | 164 | +58,486 | 99.88% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 116,749 | 7,303 | 0.41% | 0.8% | 165 | -91,659 | -43.98% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Reduced | 114,802 | 7,182 | 1.98% | 1.88% | 166 | -3,376 | -2.86% | Q1 2026 | May 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 113,758 | 7,116 | 4.29% | 4.23% | 167 | -2,252 | -1.94% | Q1 2026 | Apr 21, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 111,761 | 6,991 | 1.45% | 1.34% | 168 | +3,553 | 3.28% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 111,578 | 6,980 | 0.07% | 0.07% | 169 | +15,871 | 16.58% | Q1 2026 | May 13, 2026 |
| Clarus Wealth Advisors | History | Reduced | 111,862 | 6,973 | 2.97% | 2.92% | 170 | -2,041 | -1.79% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 111,378 | 6,968 | 0.22% | 0.02% | 171 | +101,256 | 1000.36% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 111,340 | 6,965 | 1.0% | 1.13% | 172 | -16,641 | -13.0% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 110,451 | 6,909 | 0.09% | 0.1% | 173 | -4,510 | -3.92% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 110,060 | 6,885 | 3.35% | 3.34% | 174 | -1,447 | -1.3% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 109,780 | 6,867 | 0.18% | 0.18% | 175 | +514 | 0.47% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 108,369 | 6,779 | 0.17% | 0.22% | 176 | -38,265 | -26.1% | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | Added to | 108,262 | 6,772 | 0.7% | 0.65% | 177 | +5,694 | 5.55% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 108,228 | 6,770 | 0.29% | 0.29% | 178 | -4,355 | -3.87% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 107,659 | 6,735 | 0.37% | 0.12% | 179 | +72,455 | 205.81% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | Reduced | 106,652 | 6,672 | 3.03% | 3.2% | 180 | -10,587 | -9.03% | Q1 2026 | May 01, 2026 |
| Tempo Wealth, LLC | History | Reduced | 105,135 | 6,577 | 1.15% | 1.13% | 181 | -634 | -0.6% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 104,639 | 6,546 | 0.38% | 0.23% | 182 | +35,585 | 51.53% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 104,487 | 6,536 | 0.29% | 0.29% | 183 | -2,264 | -2.12% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 104,171 | 6,516 | 0.5% | 0.43% | 184 | +10,577 | 11.3% | Q1 2026 | Apr 08, 2026 |
| Winter & Associates, Inc. | History | Added to | 104,075 | 6,510 | 5.7% | 5.2% | 185 | +10,623 | 11.37% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 103,375 | 6,509 | 0.15% | 0.18% | 186 | -12,286 | -10.62% | Q1 2026 | May 04, 2026 |
| Anson Capital, Inc. | History | Added to | 103,964 | 6,503 | 4.45% | 4.23% | 187 | +7,393 | 7.66% | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 103,405 | 6,469 | 0.5% | 0.54% | 188 | -13,111 | -11.25% | Q1 2026 | Apr 08, 2026 |
| TABLEAUX LLC | History | Added to | 101,968 | 6,379 | 3.09% | 3.85% | 189 | +23,899 | 30.61% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 120,753 | 6,375 | 0.01% | 0.02% | 190 | -113,685 | -48.49% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 101,547 | 6,352 | 0.31% | 0.33% | 191 | -13,017 | -11.36% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 101,453 | 6,346 | 0.16% | 0.09% | 192 | +41,494 | 69.2% | Q1 2026 | Apr 07, 2026 |
| Granby Capital Management, LLC | History | No change | 100,000 | 6,256 | 3.59% | 3.21% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 98,809 | 6,179 | 0.33% | 0.32% | 194 | -16,056 | -13.98% | Q1 2026 | May 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 97,984 | 6,129 | 4.11% | 4.34% | 195 | -5,972 | -5.74% | Q1 2026 | Apr 14, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 96,965 | 6,066 | 5.14% | 4.94% | 196 | -429 | -0.44% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 93,653 | 5,858 | 0.04% | 0.04% | 197 | +8,766 | 10.33% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 93,306 | 5,837 | 0.04% | 0.03% | 198 | -18,223 | -16.34% | Q1 2026 | May 07, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 93,204 | 5,830 | 1.13% | 1.01% | 199 | -18,833 | -16.81% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 92,942 | 5,814 | 0.3% | 0.28% | 200 | +3,408 | 3.81% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 91,234 | 5,707 | 0.01% | 0.01% | 201 | -45,586 | -33.32% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 91,202 | 5,705 | 0.37% | 0.44% | 202 | -24,437 | -21.13% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 89,592 | 5,604 | 1.47% | 1.39% | 203 | +3,989 | 4.66% | Q1 2026 | Apr 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 89,208 | 5,536 | 2.38% | 2.4% | 204 | +423 | 0.48% | Q1 2026 | Apr 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 87,959 | 5,502 | 1.49% | 1.42% | 205 | +289 | 0.33% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 87,326 | 5,463 | 1.23% | 1.26% | 206 | -1,502 | -1.69% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 86,333 | 5,401 | 0.23% | — | 207 | +86,333 | New | Q1 2026 | May 14, 2026 |
| CMC Financial Group | History | Added to | 85,761 | 5,365 | 10.52% | 8.95% | 208 | +2,366 | 2.84% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,478 | 5,347 | 0.04% | 0.04% | 209 | -1,827 | -2.09% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 80,490 | 5,035 | 0.15% | 0.14% | 210 | -937 | -1.15% | Q1 2026 | Apr 21, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 79,802 | 4,992 | 1.92% | 1.78% | 211 | +620 | 0.78% | Q1 2026 | May 12, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 79,311 | 4,961 | 1.71% | 1.66% | 212 | -1,358 | -1.68% | Q1 2026 | May 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 77,825 | 4,868 | 0.55% | 0.5% | 213 | +90 | 0.12% | Q1 2026 | May 04, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 77,370 | 4,840 | 1.27% | 1.08% | 214 | -1,182 | -1.5% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Added to | 77,118 | 4,824 | 1.44% | 1.2% | 215 | +14,111 | 22.4% | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 76,910 | 4,811 | 0.67% | 0.8% | 216 | -17,886 | -18.87% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 76,580 | 4,790 | 0.98% | 0.94% | 217 | -77,512 | -50.3% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,562 | 4,789 | 0.0% | 0.0% | 218 | -23,092 | -23.17% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 74,822 | 4,680 | 0.65% | 0.61% | 219 | -1,534 | -2.01% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 72,194 | 4,516 | 0.09% | 0.09% | 220 | +865 | 1.21% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 72,008 | 4,504 | 0.02% | 0.02% | 221 | +9,631 | 15.44% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 69,305 | 4,335 | 1.74% | 1.75% | 222 | -1,807 | -2.54% | Q1 2026 | Apr 23, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 69,171 | 4,327 | 1.71% | 1.62% | 223 | +2,853 | 4.3% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 68,982 | 4,315 | 0.02% | 0.02% | 224 | -7,347 | -9.63% | Q1 2026 | May 14, 2026 |
| Commerce Advisors, LLC | History | New | 68,910 | 4,311 | 3.62% | — | 225 | +68,910 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 68,748 | 4,300 | 0.01% | 0.01% | 226 | +1,986 | 2.97% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 68,357 | 4,276 | 3.89% | 3.67% | 227 | +2,217 | 3.35% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 67,849 | 4,244 | 0.02% | 0.03% | 228 | -42,483 | -38.5% | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 67,190 | 4,237 | 3.38% | 3.93% | 229 | -9,882 | -12.82% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 67,574 | 4,227 | 0.04% | 0.06% | 230 | -33,054 | -32.85% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 67,067 | 4,196 | 0.11% | 0.11% | 231 | +4,498 | 7.19% | Q1 2026 | May 14, 2026 |
| Fortis Capital Management LLC | History | Added to | 65,221 | 4,080 | 0.42% | 0.44% | 232 | +9,856 | 17.8% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,408 | 4,076 | 0.04% | 0.04% | 233 | +8,548 | 15.03% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 65,113 | 4,073 | 0.07% | 0.07% | 234 | -3,227 | -4.72% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 65,035 | 4,068 | 0.03% | 0.05% | 235 | -27,855 | -29.99% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 64,879 | 4,058 | 0.45% | 0.44% | 237 | +222 | 0.34% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 67,446 | 4,058 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 64,729 | 4,049 | 0.73% | 0.98% | 238 | +4,389 | 7.27% | Q1 2026 | May 01, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 64,492 | 4,034 | 2.55% | 2.5% | 239 | -745 | -1.14% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 64,309 | 4,023 | 0.02% | 0.01% | 240 | +41,389 | 180.58% | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 63,843 | 3,994 | 2.12% | 3.16% | 241 | -24,875 | -28.04% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 62,663 | 3,920 | 0.29% | 0.32% | 242 | -6,818 | -9.81% | Q1 2026 | May 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 64,568 | 3,885 | 1.63% | 1.63% | 243 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 62,516 | 3,869 | 1.29% | 1.55% | 244 | -15,697 | -20.07% | Q1 2026 | Apr 27, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 61,914 | 3,867 | 3.13% | 3.05% | 245 | +1,910 | 3.18% | Q1 2026 | Apr 08, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 61,354 | 3,838 | 1.97% | 2.22% | 246 | -10,733 | -14.89% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,545 | 3,787 | 0.0% | 0.0% | 247 | +305 | 0.51% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 60,006 | 3,753 | 1.23% | 1.18% | 248 | +1,500 | 2.56% | Q1 2026 | Apr 24, 2026 |
| First PREMIER Bank | History | Reduced | 58,612 | 3,666 | 0.85% | 0.9% | 249 | -6,800 | -10.4% | Q1 2026 | Apr 20, 2026 |
| Tactive Advisors, LLC | History | Added to | 58,198 | 3,640 | 1.03% | 0.29% | 250 | +41,850 | 255.99% | Q1 2026 | Apr 16, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 57,950 | 3,625 | 1.02% | 0.84% | 251 | +7,427 | 14.7% | Q1 2026 | Apr 08, 2026 |
| Fairscale Capital, LLC | History | Reduced | 57,553 | 3,600 | 2.49% | 2.34% | 252 | -432 | -0.75% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 57,476 | 3,595 | 0.0% | 0.0% | 253 | +25,790 | 81.39% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 57,403 | 3,591 | 1.57% | 1.79% | 254 | -14,111 | -19.73% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 56,807 | 3,553 | 0.39% | 0.39% | 255 | -5,012 | -8.11% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 56,478 | 3,533 | 0.04% | 0.04% | 256 | +2,559 | 4.75% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 56,349 | 3,525 | 0.04% | 0.04% | 257 | -4,512 | -7.41% | Q1 2026 | May 05, 2026 |
| Davis Investment Partners, LLC | History | Added to | 55,238 | 3,455 | 1.22% | 0.8% | 258 | +17,328 | 45.71% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 54,424 | 3,404 | 0.17% | 0.17% | 259 | +1,239 | 2.33% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 54,175 | 3,389 | 0.01% | 0.01% | 260 | +581 | 1.08% | Q1 2026 | May 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 53,233 | 3,380 | 1.75% | 1.97% | 261 | +3,126 | 6.24% | Q1 2026 | May 18, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 53,854 | 3,369 | 2.65% | 2.58% | 262 | +1,037 | 1.96% | Q1 2026 | Apr 22, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 53,731 | 3,361 | 0.85% | 0.79% | 263 | -585 | -1.08% | Q1 2026 | May 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 53,490 | 3,346 | 0.27% | 0.29% | 264 | -4,538 | -7.82% | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 53,466 | 3,344 | 0.35% | — | 265 | +53,466 | New | Q1 2026 | May 22, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 53,440 | 3,343 | 0.84% | 0.81% | 266 | +1,617 | 3.12% | Q1 2026 | Apr 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,168 | 3,326 | 0.12% | 0.1% | 267 | +9,238 | 21.03% | Q1 2026 | Apr 28, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 52,990 | 3,315 | 1.4% | 1.58% | 268 | -4,106 | -7.19% | Q1 2026 | Apr 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 52,788 | 3,302 | 0.91% | 0.9% | 269 | +1,034 | 2.0% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | Added to | 52,459 | 3,281 | 1.64% | 1.26% | 270 | +13,802 | 35.7% | Q1 2026 | May 14, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 52,064 | 3,257 | 0.76% | 0.68% | 271 | -1,460 | -2.73% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 51,997 | 3,252 | 0.03% | 0.03% | 272 | +4,250 | 8.9% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 51,774 | 3,239 | 0.29% | 0.03% | 273 | +46,821 | 945.31% | Q1 2026 | May 12, 2026 |
| VVR Holdings LLC | History | Added to | 50,956 | 3,187 | 1.65% | 1.45% | 274 | +4,508 | 9.71% | Q1 2026 | Apr 16, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 50,112 | 3,135 | 3.31% | 2.59% | 276 | +7,316 | 17.1% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 51,829 | 3,135 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 50,068 | 3,132 | 0.0% | 0.0% | 277 | -1,057 | -2.07% | Q1 2026 | May 13, 2026 |
| Petros Family Wealth, LLC | History | Added to | 49,883 | 3,120 | 2.22% | 1.82% | 278 | +4,493 | 9.9% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | New | 48,317 | 3,068 | 0.51% | — | 279 | +48,317 | New | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | New | 46,741 | 2,924 | 0.03% | — | 281 | +46,741 | New | Q1 2026 | May 08, 2026 |
| Stillwater Wealth Management Group | History | Added to | 46,752 | 2,924 | 1.81% | 1.43% | 280 | +11,808 | 33.79% | Q1 2026 | May 11, 2026 |
| Firestone Capital Management | History | Reduced | 46,723 | 2,922 | 0.61% | 0.64% | 282 | -3,803 | -7.53% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 46,348 | 2,899 | 0.13% | 0.01% | 283 | +42,612 | 1140.58% | Q1 2026 | May 06, 2026 |
| Breachway Investments LLC | History | Added to | 46,014 | 2,868 | 2.75% | 2.86% | 284 | +874 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 45,492 | 2,846 | 0.4% | 0.4% | 285 | -3,334 | -6.83% | Q1 2026 | May 15, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 45,409 | 2,840 | 1.43% | 1.39% | 286 | -36 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 45,141 | 2,824 | 0.88% | 0.83% | 287 | +266 | 0.59% | Q1 2026 | May 19, 2026 |
| Copia Wealth Management | History | Reduced | 44,869 | 2,807 | 1.93% | 2.9% | 288 | -22,626 | -33.52% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Added to | 44,609 | 2,782 | 0.06% | 0.03% | 289 | +20,000 | 81.27% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Reduced | 44,220 | 2,766 | 0.15% | 0.35% | 290 | -87,022 | -66.31% | Q1 2026 | May 14, 2026 |
| Vavra Capital Management, LLC | History | Added to | 44,126 | 2,760 | 2.68% | 2.45% | 291 | +2,589 | 6.23% | Q1 2026 | Apr 27, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 44,053 | 2,755 | 1.94% | 1.81% | 292 | +892 | 2.07% | Q1 2026 | May 05, 2026 |
| Waycross Investment Management Co | History | New | 43,573 | 2,725 | 2.6% | — | 293 | +43,573 | New | Q1 2026 | Apr 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 43,053 | 2,693 | 1.51% | 1.49% | 294 | -528 | -1.21% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 42,681 | 2,670 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 42,442 | 2,655 | 1.9% | 1.79% | 296 | +954 | 2.3% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 42,339 | 2,648 | 0.03% | 0.03% | 297 | +6,065 | 16.72% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,723 | 2,644 | 0.17% | 0.08% | 298 | +12,632 | 41.98% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 41,422 | 2,591 | 0.11% | 0.11% | 299 | +3,714 | 9.85% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 41,370 | 2,588 | 0.09% | 0.14% | 300 | -7,677 | -15.65% | Q1 2026 | May 19, 2026 |
| Apollon Financial, LLC | History | Reduced | 41,378 | 2,588 | 0.36% | 0.36% | 301 | -197 | -0.47% | Q1 2026 | Apr 22, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 41,027 | 2,566 | 0.19% | 0.17% | 302 | +590 | 1.46% | Q1 2026 | Apr 13, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 40,816 | 2,553 | 1.84% | 1.8% | 303 | +1,312 | 3.32% | Q1 2026 | May 08, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 40,600 | 2,539 | 2.16% | 0.24% | 304 | +35,473 | 691.89% | Q1 2026 | Apr 24, 2026 |
| Centurion Wealth Management LLC | History | Added to | 39,844 | 2,492 | 0.56% | 0.48% | 305 | +3,141 | 8.56% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 39,790 | 2,489 | 0.0% | 0.0% | 306 | +3,188 | 8.71% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 39,450 | 2,468 | 0.85% | 11.11% | 307 | -484,702 | -92.47% | Q1 2026 | May 08, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 39,107 | 2,446 | 0.42% | 0.42% | 308 | -1,188 | -2.95% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 38,425 | 2,403 | 0.06% | 0.07% | 309 | +3,999 | 11.62% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 38,002 | 2,377 | 0.55% | 0.52% | 310 | +205 | 0.54% | Q1 2026 | Apr 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 37,931 | 2,372 | 0.12% | 0.04% | 311 | +26,591 | 234.49% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 37,761 | 2,362 | 0.02% | 0.01% | 312 | +2,077 | 5.82% | Q1 2026 | Apr 27, 2026 |
| NCM Capital Management, LLC | History | Reduced | 37,341 | 2,336 | 0.84% | 0.84% | 313 | -443 | -1.17% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 37,317 | 2,334 | 0.1% | 0.09% | 314 | +860 | 2.36% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 37,020 | 2,315 | 0.32% | 0.31% | 315 | -843 | -2.23% | Q1 2026 | Apr 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 36,995 | 2,314 | 0.19% | — | 316 | +36,995 | New | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 37,183 | 2,310 | 0.13% | 0.17% | 317 | -11,267 | -23.25% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,708 | 2,296 | 0.0% | 0.0% | 318 | +20,598 | 127.86% | Q1 2026 | May 13, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 36,135 | 2,260 | 2.32% | 2.39% | 319 | +217 | 0.6% | Q1 2026 | Apr 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 35,953 | 2,249 | 0.13% | 0.12% | 320 | -266 | -0.73% | Q1 2026 | Apr 20, 2026 |
| Trademark Financial Management, LLC | History | Added to | 35,534 | 2,222 | 1.09% | 1.15% | 321 | +752 | 2.16% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 506,863 | 2,192 | 0.1% | 0.11% | 322 | -425 | -0.08% | Q1 2026 | May 15, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 34,948 | 2,186 | 0.97% | — | 323 | +34,948 | New | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 34,527 | 2,160 | 0.04% | 0.04% | 324 | -5,937 | -14.67% | Q1 2026 | May 07, 2026 |
| Brio Consultants, LLC | History | Reduced | 33,714 | 2,146 | 0.26% | 0.28% | 325 | -1,636 | -4.63% | Q1 2026 | May 06, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 34,575 | 2,144 | 0.89% | 0.98% | 326 | -118 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 33,978 | 2,125 | 0.22% | 0.21% | 327 | -230 | -0.67% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 33,946 | 2,123 | 0.12% | 0.13% | 328 | +16,147 | 90.72% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 33,730 | 2,110 | 0.15% | 0.21% | 329 | -13,244 | -28.19% | Q1 2026 | May 06, 2026 |
| J2 Capital Management Inc | History | New | 33,690 | 2,107 | 1.44% | — | 330 | +33,690 | New | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 33,571 | 2,100 | 0.16% | 0.05% | 331 | +28,095 | 513.06% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 33,232 | 2,078 | 0.07% | 0.02% | 332 | +24,044 | 261.69% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 33,177 | 2,075 | 1.03% | 0.56% | 333 | -37 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 33,029 | 2,066 | 0.2% | 0.18% | 334 | +2,307 | 7.51% | Q1 2026 | Apr 13, 2026 |
| ERn Financial, LLC | History | Reduced | 32,608 | 2,039 | 0.38% | 0.37% | 335 | -328 | -1.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 32,702 | 2,038 | 0.14% | 0.16% | 336 | -5,511 | -14.42% | Q1 2026 | May 01, 2026 |
| GWN SECURITIES INC. | History | Reduced | 32,547 | 2,036 | 0.39% | 0.42% | 337 | -2,121 | -6.12% | Q1 2026 | May 14, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 32,329 | 2,022 | 2.58% | 2.47% | 338 | +492 | 1.55% | Q1 2026 | Apr 21, 2026 |
| SigFig Wealth Management, LLC | History | New | 32,046 | 2,004 | 0.06% | — | 339 | +32,046 | New | Q1 2026 | Apr 14, 2026 |
| Davidson Kahn Capital Management, LLC | History | New | 30,859 | 1,971 | 1.05% | — | 340 | +30,859 | New | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 31,474 | 1,969 | 0.07% | 0.06% | 341 | -1,018 | -3.13% | Q1 2026 | May 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 31,442 | 1,967 | 1.93% | 1.8% | 342 | -167 | -0.53% | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Added to | 31,239 | 1,954 | 0.22% | 0.21% | 343 | +491 | 1.6% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 30,479 | 1,906 | 0.05% | 0.04% | 344 | +1,736 | 6.04% | Q1 2026 | May 11, 2026 |
| Smart Portfolios, LLC | History | Added to | 30,352 | 1,898 | 1.89% | 1.79% | 345 | +472 | 1.58% | Q1 2026 | May 01, 2026 |
| Hudock, Inc. | History | Reduced | 30,278 | 1,894 | 0.28% | 0.45% | 346 | -20,580 | -40.47% | Q1 2026 | May 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 29,898 | 1,870 | 1.96% | 1.84% | 347 | -17,753 | -37.26% | Q1 2026 | May 05, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 29,711 | 1,858 | 0.47% | 0.52% | 348 | -636 | -2.1% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 29,527 | 1,847 | 0.16% | 0.15% | 349 | +563 | 1.94% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 29,728 | 1,847 | 0.28% | 0.28% | 350 | +536 | 1.84% | Q1 2026 | Apr 16, 2026 |
| Diversified Trust Co | History | Reduced | 29,448 | 1,842 | 0.03% | 0.04% | 351 | -3,335 | -10.17% | Q1 2026 | Apr 16, 2026 |
| HF Advisory Group, LLC | History | Added to | 29,456 | 1,842 | 0.63% | 0.58% | 353 | +1,701 | 6.13% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,450 | 1,842 | 0.02% | 0.02% | 352 | -546 | -1.82% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 29,347 | 1,835 | 0.13% | 0.19% | 354 | -14,672 | -33.33% | Q1 2026 | May 05, 2026 |
| IAM Advisory, LLC | History | Reduced | 28,974 | 1,812 | 0.41% | 0.4% | 355 | -664 | -2.24% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 28,838 | 1,804 | 0.06% | 0.06% | 356 | -1,407 | -4.65% | Q1 2026 | Apr 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 28,755 | 1,798 | 0.67% | 0.68% | 357 | -3,865 | -11.85% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 28,727 | 1,797 | 0.08% | 0.08% | 358 | -556 | -1.9% | Q1 2026 | Apr 21, 2026 |
| Oder Investment Management, LLC | History | Added to | 28,672 | 1,793 | 1.38% | 1.19% | 359 | +1,344 | 4.92% | Q1 2026 | May 05, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 27,812 | 1,739 | 1.4% | 1.6% | 360 | -5,347 | -16.13% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 27,791 | 1,738 | 0.07% | 0.08% | 361 | +16,209 | 139.95% | Q1 2026 | May 15, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 27,710 | 1,733 | 1.07% | 1.07% | 362 | -739 | -2.6% | Q1 2026 | Apr 07, 2026 |
| Paragon Advisors, LLC | History | Reduced | 27,459 | 1,717 | 0.46% | 0.51% | 363 | -3,863 | -12.33% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Reduced | 27,324 | 1,709 | 0.03% | 0.05% | 364 | -3,056 | -10.06% | Q1 2026 | May 15, 2026 |
| Unified Investment Management | History | Added to | 27,266 | 1,705 | 1.74% | 1.64% | 365 | +36 | 0.13% | Q1 2026 | Apr 29, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 26,927 | 1,684 | 0.39% | 0.55% | 366 | -13,416 | -33.25% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 26,880 | 1,681 | 0.06% | 0.06% | 367 | -488 | -1.78% | Q1 2026 | May 14, 2026 |
| Pursuit Wealth Management LLC | History | No change | 27,876 | 1,677 | 1.44% | 1.44% | 368 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 26,513 | 1,658 | 0.03% | 0.04% | 369 | -7,757 | -22.63% | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 25,837 | 1,616 | 0.05% | 0.04% | 370 | +1,642 | 6.79% | Q1 2026 | May 13, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 25,811 | 1,614 | 0.93% | 1.74% | 371 | -23,658 | -47.82% | Q1 2026 | Apr 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 25,624 | 1,603 | 0.57% | 0.36% | 372 | +8,595 | 50.47% | Q1 2026 | Apr 27, 2026 |
| Next Level Private LLC | History | Reduced | 25,220 | 1,577 | 0.36% | 0.52% | 373 | -7,446 | -22.79% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,203 | 1,576 | 0.0% | 0.0% | 375 | +12,294 | 95.24% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 25,193 | 1,576 | 0.06% | 0.05% | 374 | +3,197 | 14.53% | Q1 2026 | May 06, 2026 |
| Compass Advisory Group LLC | History | Added to | 25,119 | 1,571 | 0.42% | 0.39% | 376 | +1,133 | 4.72% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,985 | 1,563 | 0.04% | 0.04% | 377 | -2,184 | -8.04% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 24,865 | 1,555 | 0.83% | 0.93% | 379 | -2,985 | -10.72% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 24,868 | 1,555 | 0.06% | 0.05% | 378 | +1,273 | 5.4% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 25,636 | 1,542 | 0.12% | 0.12% | 380 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,549 | 1,535 | 0.06% | 0.05% | 381 | +1,340 | 5.77% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 25,387 | 1,528 | 0.41% | 0.41% | 382 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verity Asset Management, Inc. | History | Added to | 24,229 | 1,515 | 0.64% | 0.61% | 383 | +490 | 2.06% | Q1 2026 | Apr 21, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 24,186 | 1,513 | 0.21% | 0.21% | 384 | -1,156 | -4.56% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 24,128 | 1,509 | 0.45% | 0.44% | 385 | +844 | 3.62% | Q1 2026 | Apr 06, 2026 |
| IFS Group,LLC | History | New | 24,075 | 1,506 | 1.34% | — | 386 | +24,075 | New | Q1 2026 | May 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 23,912 | 1,495 | 0.11% | 0.27% | 387 | -32,354 | -57.5% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 23,538 | 1,480 | 0.03% | — | 388 | +23,538 | New | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 24,505 | 1,475 | 0.26% | 0.26% | 389 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 23,385 | 1,462 | 0.51% | 0.72% | 390 | -7,353 | -23.92% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,214 | 1,452 | 0.0% | 0.0% | 391 | -12,393 | -34.8% | Q1 2026 | May 14, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 23,130 | 1,447 | 1.22% | 1.18% | 392 | -3,760 | -13.98% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 23,022 | 1,440 | 0.68% | 0.25% | 393 | +11,597 | 101.51% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 22,844 | 1,429 | 0.37% | 0.46% | 395 | -4,752 | -17.22% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 22,765 | 1,429 | 0.45% | 0.43% | 394 | +594 | 2.68% | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 22,633 | 1,415 | 0.58% | 0.3% | 397 | +10,245 | 82.7% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 22,630 | 1,415 | 0.04% | 0.05% | 396 | +1,727 | 8.26% | Q1 2026 | May 07, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 22,394 | 1,400 | 0.46% | 0.47% | 398 | -130 | -0.58% | Q1 2026 | Apr 20, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 22,068 | 1,380 | 0.05% | 0.05% | 399 | -152 | -0.68% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 22,055 | 1,379 | 1.16% | 1.08% | 400 | +1,308 | 6.3% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 21,988 | 1,375 | 0.41% | 0.41% | 401 | -714 | -3.15% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 21,603 | 1,351 | 0.07% | 0.07% | 402 | +51 | 0.24% | Q1 2026 | May 07, 2026 |
| Allie Family Office LLC | History | Added to | 21,554 | 1,348 | 0.59% | 0.58% | 403 | +790 | 3.8% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 21,450 | 1,341 | 0.01% | 0.01% | 404 | +5,207 | 32.06% | Q1 2026 | May 13, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 21,351 | 1,335 | 0.18% | 0.15% | 405 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 21,126 | 1,321 | 0.08% | 0.06% | 406 | +4,728 | 28.83% | Q1 2026 | Apr 09, 2026 |
| Strategic Equity Management | History | Reduced | 21,046 | 1,316 | 0.49% | 0.58% | 407 | -7,236 | -25.59% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 21,037 | 1,316 | 0.22% | 0.23% | 408 | -1,407 | -6.27% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 20,894 | 1,307 | 0.07% | 0.07% | 409 | -1,674 | -7.42% | Q1 2026 | Apr 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 20,821 | 1,302 | 0.4% | 0.18% | 410 | +6,974 | 50.36% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 20,772 | 1,299 | 0.17% | 0.15% | 411 | +495 | 2.44% | Q1 2026 | Apr 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 20,883 | 1,287 | 0.56% | 0.93% | 412 | -15,871 | -43.18% | Q1 2026 | May 05, 2026 |
| Powers Advisory Group, LLC | History | Added to | 20,311 | 1,270 | 0.45% | 0.44% | 413 | +910 | 4.69% | Q1 2026 | Apr 21, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 20,132 | 1,259 | 0.14% | 0.12% | 414 | +1,928 | 10.59% | Q1 2026 | Apr 21, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 20,085 | 1,256 | 0.04% | 0.04% | 415 | -1,297 | -6.07% | Q1 2026 | May 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 19,972 | 1,249 | 0.72% | 0.73% | 416 | -167 | -0.83% | Q1 2026 | May 07, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 19,925 | 1,246 | 0.5% | 0.45% | 417 | +539 | 2.78% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 19,900 | 1,244 | 0.06% | 0.06% | 418 | -812 | -3.92% | Q1 2026 | Apr 09, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 19,686 | 1,231 | 0.01% | 0.01% | 419 | -1,194 | -5.72% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 19,428 | 1,215 | 0.03% | 0.01% | 420 | +10,965 | 129.56% | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 19,434 | 1,215 | 0.24% | 0.31% | 421 | -5,635 | -22.48% | Q1 2026 | Apr 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 19,340 | 1,209 | 0.25% | 0.27% | 422 | -946 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Dedeker Financial LLC | History | Reduced | 19,318 | 1,208 | 1.05% | 1.43% | 424 | -7,155 | -27.03% | Q1 2026 | Apr 15, 2026 |
| Sun Financial Inc | History | Added to | 19,166 | 1,208 | 0.61% | 0.59% | 423 | +1,678 | 9.6% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 19,167 | 1,199 | 0.27% | 0.25% | 425 | +121 | 0.64% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 19,155 | 1,198 | 0.34% | 0.28% | 426 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 19,162 | 1,194 | 0.06% | 0.05% | 427 | +3,502 | 22.36% | Q1 2026 | Apr 27, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 19,062 | 1,194 | 0.26% | 0.25% | 428 | +268 | 1.43% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 19,020 | 1,189 | 0.09% | 0.09% | 429 | -157 | -0.82% | Q1 2026 | Apr 22, 2026 |
| AMG Asset Management Group, Inc. | History | New | 18,755 | 1,173 | 0.91% | — | 430 | +18,755 | New | Q1 2026 | Apr 27, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 18,727 | 1,170 | 1.6% | 1.99% | 431 | -7,382 | -28.27% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 18,309 | 1,145 | 0.09% | 0.09% | 432 | -540 | -2.86% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 18,002 | 1,126 | 0.26% | 0.26% | 433 | +135 | 0.76% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Added to | 17,932 | 1,121 | 1.08% | 1.06% | 434 | +43 | 0.24% | Q1 2026 | May 01, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 17,388 | 1,087 | 0.91% | 0.5% | 435 | +8,000 | 85.22% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 17,327 | 1,083 | 0.0% | 0.0% | 436 | -4,497 | -20.61% | Q1 2026 | May 15, 2026 |
| Flagship Capital Management Inc. | History | Added to | 17,155 | 1,073 | 0.79% | 0.72% | 437 | +280 | 1.66% | Q1 2026 | Apr 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 17,108 | 1,070 | 0.07% | 0.09% | 438 | -6,350 | -27.07% | Q1 2026 | May 06, 2026 |
| Alchemi Wealth, LLC | History | Added to | 16,961 | 1,061 | 0.59% | 0.55% | 439 | +240 | 1.44% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 16,894 | 1,056 | 0.01% | 0.01% | 440 | -32,569 | -65.85% | Q1 2026 | Apr 29, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 16,772 | 1,049 | 0.36% | 0.32% | 441 | +920 | 5.8% | Q1 2026 | Apr 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,553 | 1,035 | 0.02% | 0.04% | 443 | +4,157 | 33.54% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,552 | 1,035 | 0.01% | 0.01% | 442 | +4,156 | 33.53% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 16,461 | 1,029 | 0.18% | — | 444 | +16,461 | New | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | New | 16,427 | 1,027 | 0.07% | — | 445 | +16,427 | New | Q1 2026 | Apr 17, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 16,389 | 1,025 | 0.7% | 0.55% | 446 | +3,467 | 26.83% | Q1 2026 | Apr 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 16,256 | 1,016 | 0.03% | 0.03% | 447 | -213 | -1.29% | Q1 2026 | May 04, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 16,193 | 1,013 | 0.14% | 0.14% | 448 | -568 | -3.39% | Q1 2026 | Apr 15, 2026 |
| Rubicon Advisors, GP | History | Reduced | 16,168 | 1,011 | 0.88% | 1.0% | 449 | -1,854 | -10.29% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 16,106 | 1,007 | 0.36% | 0.13% | 450 | +11,897 | 282.66% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,044 | 1,003 | 0.02% | 0.01% | 451 | +1,920 | 13.59% | Q1 2026 | Apr 22, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 15,959 | 998 | 0.11% | 0.08% | 452 | +3,549 | 28.6% | Q1 2026 | May 07, 2026 |
| ARWA LLC | History | Reduced | 15,996 | 994 | 0.49% | 0.64% | 453 | -2,136 | -11.78% | Q1 2026 | Apr 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 15,803 | 988 | 0.15% | 0.14% | 454 | -7 | -0.04% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,764 | 986 | 0.02% | 0.02% | 455 | +208 | 1.34% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,489 | 983 | 0.08% | 0.08% | 456 | -342 | -2.16% | Q1 2026 | May 01, 2026 |
| Nilsine Partners, LLC | History | Reduced | 15,683 | 980 | 0.08% | 0.09% | 457 | -2,192 | -12.26% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,647 | 978 | 0.01% | 0.01% | 458 | -3,403 | -17.86% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 15,416 | 964 | 0.07% | 0.1% | 459 | -5,845 | -27.49% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Added to | 15,354 | 960 | 0.38% | 0.26% | 460 | +4,662 | 43.6% | Q1 2026 | Apr 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 15,304 | 957 | 0.42% | 0.45% | 461 | +132 | 0.87% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Added to | 15,043 | 941 | 0.08% | 0.05% | 462 | +5,364 | 55.42% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Reduced | 15,110 | 941 | 0.32% | 0.4% | 463 | -4,358 | -22.39% | Q1 2026 | May 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,833 | 927 | 0.07% | 0.09% | 464 | -8,326 | -35.95% | Q1 2026 | Apr 20, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 14,730 | 921 | 0.25% | 0.25% | 465 | -419 | -2.77% | Q1 2026 | Apr 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 14,655 | 916 | 0.23% | 0.25% | 466 | -474 | -3.13% | Q1 2026 | Apr 29, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 14,621 | 914 | 0.52% | 0.48% | 467 | -888 | -5.73% | Q1 2026 | Apr 17, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 14,444 | 903 | 0.76% | 0.8% | 469 | -1,151 | -7.38% | Q1 2026 | Apr 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 14,443 | 903 | 0.15% | 0.16% | 468 | -984 | -6.38% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,365 | 898 | 0.0% | 0.0% | 470 | +119 | 0.84% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 14,311 | 895 | 0.31% | 0.29% | 471 | +14 | 0.1% | Q1 2026 | May 04, 2026 |
| SlateStone Wealth, LLC | History | No change | 14,240 | 891 | 0.07% | 0.07% | 472 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | No change | 14,190 | 887 | 0.04% | 0.04% | 473 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cooper Financial Group | History | Reduced | 14,162 | 885 | 0.09% | 0.1% | 474 | -1,240 | -8.05% | Q1 2026 | Apr 07, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 13,907 | 869 | 0.71% | 0.66% | 475 | +91 | 0.66% | Q1 2026 | May 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 13,888 | 868 | 0.19% | 0.3% | 476 | -7,634 | -35.47% | Q1 2026 | May 11, 2026 |
| CPWA, LLC | History | New | 13,712 | 867 | 1.04% | — | 477 | +13,712 | New | Q1 2026 | May 13, 2026 |
| BankPlus Trust Department | History | Reduced | 13,843 | 866 | 0.23% | 0.22% | 478 | -74 | -0.53% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 13,809 | 863 | 0.03% | 0.04% | 479 | -4,461 | -24.42% | Q1 2026 | May 11, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 13,720 | 858 | 0.86% | 0.83% | 480 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 13,580 | 849 | 0.16% | 0.19% | 481 | +13 | 0.1% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,285 | 831 | 0.02% | 0.02% | 482 | +2,950 | 28.54% | Q1 2026 | May 12, 2026 |
| Bey-Douglas LLC | History | Added to | 13,262 | 829 | 0.72% | 0.42% | 483 | +4,477 | 50.96% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 13,180 | 824 | 0.13% | 0.13% | 484 | -48 | -0.36% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 13,142 | 822 | 0.02% | 0.02% | 485 | -656 | -4.75% | Q1 2026 | Apr 15, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 13,038 | 815 | 0.48% | 0.4% | 486 | +256 | 2.0% | Q1 2026 | May 14, 2026 |
| Balentine LLC | History | No change | 12,908 | 807 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lighthouse Financial LLC | History | New | 12,826 | 802 | 0.48% | — | 488 | +12,826 | New | Q1 2026 | May 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 12,775 | 799 | 0.3% | — | 490 | +12,775 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 12,775 | 799 | 0.3% | 0.29% | 489 | +560 | 4.58% | Q1 2026 | Apr 23, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 12,734 | 796 | 0.35% | 0.43% | 491 | -3,871 | -23.31% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | Reduced | 12,712 | 795 | 0.1% | 0.1% | 492 | -31 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,703 | 794 | 0.02% | 0.02% | 493 | -380 | -2.9% | Q1 2026 | May 01, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 12,597 | 788 | 0.19% | 0.43% | 494 | +4,696 | 59.44% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 12,582 | 787 | 0.02% | 0.02% | 495 | +50 | 0.4% | Q1 2026 | May 15, 2026 |
| OxenFree Capital LLC | History | Added to | 12,581 | 782 | 0.38% | 0.38% | 496 | +636 | 5.32% | Q1 2026 | Apr 16, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 12,448 | 778 | 0.29% | 0.26% | 497 | +34 | 0.27% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,297 | 769 | 0.02% | 0.02% | 498 | +875 | 7.66% | Q1 2026 | Apr 08, 2026 |
| Sierra Capital LLC | History | Added to | 12,300 | 769 | 0.08% | 0.08% | 499 | +515 | 4.37% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 12,238 | 765 | 0.12% | 0.11% | 500 | +1,177 | 10.64% | Q1 2026 | May 06, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 12,192 | 762 | 0.35% | 0.37% | 501 | -836 | -6.42% | Q1 2026 | Apr 21, 2026 |
| Circle Wealth Management, LLC | History | No change | 11,967 | 748 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 11,929 | 746 | 0.45% | 0.43% | 503 | -260 | -2.13% | Q1 2026 | Apr 30, 2026 |
| Cairn Investment Group, Inc. | History | Added to | 11,835 | 740 | 0.37% | 0.32% | 504 | +495 | 4.37% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,703 | 732 | 0.0% | 0.0% | 505 | +881 | 8.14% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,584 | 724 | 0.08% | 0.26% | 506 | -20,281 | -63.65% | Q1 2026 | May 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 11,500 | 719 | 0.29% | 0.24% | 507 | +1,600 | 16.16% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 11,480 | 718 | 0.05% | 0.04% | 508 | -295 | -2.51% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 11,460 | 716 | 0.17% | 0.17% | 509 | +190 | 1.69% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 11,359 | 711 | 0.2% | 0.15% | 510 | +2,303 | 25.43% | Q1 2026 | Apr 30, 2026 |
| MWA Asset Management | History | Added to | 11,322 | 708 | 0.39% | 0.37% | 512 | +205 | 1.84% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,322 | 708 | 0.25% | 0.24% | 511 | -55 | -0.48% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 11,285 | 706 | 0.1% | 0.11% | 513 | -88 | -0.77% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | New | 11,269 | 704 | 0.02% | — | 514 | +11,269 | New | Q1 2026 | Apr 09, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 11,123 | 695 | 0.38% | 0.43% | 515 | -87 | -0.78% | Q1 2026 | Apr 16, 2026 |
| ProVise Management Group, LLC | History | Added to | 11,093 | 693 | 0.05% | 0.05% | 516 | +473 | 4.45% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 10,993 | 692 | 0.05% | 0.02% | 517 | +6,070 | 123.3% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 11,050 | 691 | 0.05% | 0.05% | 518 | +722 | 6.99% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 10,874 | 680 | 0.18% | 0.16% | 519 | +565 | 5.48% | Q1 2026 | Apr 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,825 | 677 | 0.04% | 0.04% | 520 | -395 | -3.52% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisory Group | History | Reduced | 10,800 | 675 | 0.51% | 0.51% | 521 | -243 | -2.2% | Q1 2026 | Apr 29, 2026 |
| Guardian Capital, LLC | History | New | 10,766 | 673 | 0.64% | — | 522 | +10,766 | New | Q1 2026 | May 11, 2026 |
| BNB Wealth Management, LLC | History | Added to | 10,654 | 666 | 0.43% | 0.36% | 524 | +1,422 | 15.4% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 10,465 | 666 | 0.09% | 0.11% | 523 | -641 | -5.77% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 10,600 | 663 | 0.0% | — | 525 | +10,600 | New | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 10,587 | 662 | 0.23% | 0.24% | 526 | +133 | 1.27% | Q1 2026 | May 11, 2026 |
| Hofer & Associates. Inc | History | Added to | 10,572 | 661 | 0.36% | 0.33% | 527 | +98 | 0.94% | Q1 2026 | Apr 21, 2026 |
| FWG Holdings, LLC | History | Reduced | 10,430 | 652 | 0.25% | 0.49% | 528 | -9,355 | -47.28% | Q1 2026 | Apr 13, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 10,343 | 647 | 0.26% | 0.25% | 529 | -202 | -1.92% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 10,253 | 641 | 0.0% | 0.01% | 530 | -1,428 | -12.22% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 10,253 | 641 | 0.04% | 0.03% | 531 | -1,428 | -12.22% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 10,207 | 638 | 0.01% | 0.01% | 532 | +3,461 | 51.3% | Q1 2026 | May 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 10,193 | 637 | 0.03% | 0.03% | 533 | +148 | 1.47% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | Added to | 10,170 | 636 | 0.22% | 0.18% | 534 | +1,312 | 14.81% | Q1 2026 | May 19, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 10,150 | 634 | 0.05% | 0.04% | 535 | +126 | 1.26% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 10,132 | 633 | 0.06% | 0.03% | 536 | +604 | 6.34% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 10,113 | 632 | 0.01% | — | 538 | +10,113 | New | Q1 2026 | Apr 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 10,114 | 632 | 0.1% | 0.11% | 537 | +78 | 0.78% | Q1 2026 | Apr 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 10,054 | 628 | 0.12% | 0.12% | 539 | +697 | 7.45% | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 10,043 | 628 | 0.46% | 0.45% | 540 | +201 | 2.04% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,991 | 625 | 0.03% | 0.02% | 542 | +2,439 | 32.3% | Q1 2026 | Apr 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 625 | 0.05% | 0.04% | 541 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 9,892 | 618 | 0.62% | 0.6% | 543 | +22 | 0.22% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,870 | 617 | 0.22% | 0.22% | 544 | -152 | -1.52% | Q1 2026 | Apr 21, 2026 |
| Centric Wealth Management | History | Reduced | 9,654 | 610 | 0.12% | 0.22% | 545 | -6,774 | -41.23% | Q1 2026 | May 12, 2026 |
| BKM Wealth Management, LLC | History | Added to | 9,744 | 609 | 0.22% | 0.21% | 546 | +211 | 2.21% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,660 | 604 | 0.05% | 0.05% | 547 | -518 | -5.09% | Q1 2026 | Apr 14, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 9,660 | 604 | 0.39% | 0.36% | 548 | -130 | -1.33% | Q1 2026 | Apr 28, 2026 |
| Balefire, LLC | History | Reduced | 9,630 | 602 | 0.11% | 0.11% | 549 | -69 | -0.71% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,588 | 599 | 0.0% | 0.0% | 550 | +7,477 | 354.19% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 9,582 | 599 | 0.03% | 0.03% | 551 | -723 | -7.02% | Q1 2026 | Apr 27, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,458 | 591 | 0.34% | 0.33% | 552 | +40 | 0.42% | Q1 2026 | May 01, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 9,346 | 584 | 0.1% | 0.1% | 553 | -1,088 | -10.43% | Q1 2026 | Apr 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,318 | 582 | 0.13% | 0.14% | 554 | -58 | -0.62% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 9,261 | 579 | 0.21% | 0.2% | 555 | +155 | 1.7% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | New | 9,150 | 572 | 0.01% | — | 556 | +9,150 | New | Q1 2026 | May 15, 2026 |
| Vann Equity Management LLC | History | New | 9,149 | 572 | 0.41% | — | 557 | +9,149 | New | Q1 2026 | May 08, 2026 |
| GSG Advisors LLC | History | Added to | 9,123 | 570 | 0.15% | 0.14% | 558 | +121 | 1.34% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Reduced | 9,108 | 569 | 0.07% | 0.07% | 559 | -1,319 | -12.65% | Q1 2026 | Apr 10, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 9,100 | 569 | 0.35% | 0.33% | 560 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 9,071 | 567 | 0.07% | — | 562 | +9,071 | New | Q1 2026 | Apr 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 9,099 | 567 | 0.16% | 0.16% | 561 | +181 | 2.03% | Q1 2026 | Apr 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 9,028 | 564 | 0.02% | 0.02% | 564 | +29 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Diligent Investors, LLC | History | No change | 9,025 | 564 | 0.14% | 0.13% | 563 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,977 | 561 | 0.07% | 0.09% | 565 | -4,171 | -31.72% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 8,960 | 560 | 0.36% | 0.67% | 566 | -7,468 | -45.46% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | No change | 8,939 | 559 | 0.04% | 0.04% | 567 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,931 | 558 | 0.0% | 0.0% | 568 | -26 | -0.29% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,732 | 546 | 0.01% | 0.01% | 569 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 8,701 | 544 | 0.06% | 0.07% | 570 | -2,247 | -20.52% | Q1 2026 | Apr 09, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 8,691 | 543 | 0.12% | 0.14% | 571 | +38 | 0.44% | Q1 2026 | Apr 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 8,540 | 542 | 0.12% | 1.64% | 572 | -109,872 | -92.79% | Q1 2026 | May 01, 2026 |
| Tranquility Partners, LLC | History | Reduced | 8,661 | 541 | 0.2% | 0.19% | 573 | -7 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Secure Asset Management, LLC | History | Added to | 8,541 | 534 | 0.08% | 0.04% | 574 | +3,957 | 86.32% | Q1 2026 | Apr 09, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 8,536 | 534 | 0.13% | 0.13% | 575 | -91 | -1.05% | Q1 2026 | May 05, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 8,493 | 531 | 0.3% | 0.28% | 577 | +616 | 7.82% | Q1 2026 | Apr 20, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 8,492 | 531 | 0.59% | 0.49% | 576 | +209 | 2.52% | Q1 2026 | May 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 8,479 | 530 | 0.27% | 0.26% | 578 | +542 | 6.83% | Q1 2026 | Apr 21, 2026 |
| MBE Wealth Management, LLC | History | New | 8,457 | 529 | 0.22% | — | 579 | +8,457 | New | Q1 2026 | Apr 21, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 8,451 | 528 | 0.36% | 0.36% | 580 | +79 | 0.94% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 8,349 | 522 | 0.0% | 0.0% | 581 | +331 | 4.13% | Q1 2026 | May 14, 2026 |
| Bay Rivers Group | History | New | 8,285 | 518 | 0.22% | — | 582 | +8,285 | New | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 8,167 | 510 | 0.18% | 0.17% | 583 | +161 | 2.01% | Q1 2026 | Apr 23, 2026 |
| M3 Advisory Group, LLC | History | Added to | 8,122 | 508 | 0.31% | 0.27% | 584 | +887 | 12.26% | Q1 2026 | Apr 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,091 | 506 | 0.06% | 0.09% | 585 | -3,263 | -28.74% | Q1 2026 | May 12, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 8,077 | 505 | 0.1% | 0.1% | 586 | -522 | -6.07% | Q1 2026 | May 07, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 8,078 | 505 | 0.01% | 0.01% | 587 | -274 | -3.28% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,065 | 504 | 0.26% | 0.23% | 588 | +645 | 8.69% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 8,000 | 500 | 0.0% | — | 590 | +8,000 | New | Q1 2026 | May 04, 2026 |
| Cypress Capital Group | History | No change | 8,000 | 500 | 0.06% | 0.05% | 589 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | No change | 7,935 | 496 | 0.07% | 0.07% | 591 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 7,875 | 492 | 0.05% | 0.05% | 592 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,831 | 489 | 0.07% | 0.07% | 593 | +79 | 1.02% | Q1 2026 | Apr 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,770 | 486 | 0.12% | 0.06% | 595 | +4,347 | 126.99% | Q1 2026 | May 07, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 7,769 | 486 | 0.44% | 0.41% | 596 | +21 | 0.27% | Q1 2026 | Apr 29, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 7,770 | 486 | 0.06% | 0.06% | 594 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 7,763 | 485 | 0.01% | 0.01% | 597 | +971 | 14.3% | Q1 2026 | Apr 17, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 7,764 | 485 | 0.24% | 0.22% | 598 | +335 | 4.51% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,730 | 483 | 0.1% | 0.11% | 599 | -643 | -7.68% | Q1 2026 | May 01, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 7,655 | 478 | 0.2% | 0.18% | 600 | +1,384 | 22.07% | Q1 2026 | Apr 17, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 7,891 | 474 | 0.5% | 0.5% | 601 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,562 | 473 | 0.05% | 0.05% | 602 | -275 | -3.51% | Q1 2026 | Apr 16, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 7,546 | 472 | 0.19% | 0.24% | 603 | -2,790 | -26.99% | Q1 2026 | May 13, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 7,538 | 471 | 0.3% | 0.37% | 604 | -2,035 | -21.26% | Q1 2026 | May 08, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 7,500 | 469 | 0.35% | 0.33% | 605 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Added to | 7,304 | 456 | 0.44% | 0.39% | 606 | +1,002 | 15.9% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,249 | 453 | 0.03% | 0.03% | 607 | +163 | 2.3% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | New | 7,230 | 452 | 0.0% | — | 608 | +7,230 | New | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 7,206 | 450 | 0.26% | — | 609 | +7,206 | New | Q1 2026 | May 12, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 7,109 | 444 | 0.32% | 0.36% | 610 | -1,020 | -12.55% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,083 | 443 | 0.04% | 0.04% | 611 | +53 | 0.75% | Q1 2026 | Apr 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,014 | 438 | 0.05% | 0.05% | 612 | +347 | 5.2% | Q1 2026 | Apr 27, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 6,989 | 437 | 0.31% | 0.33% | 613 | -120 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 6,982 | 436 | 0.22% | 0.3% | 614 | -2,538 | -26.66% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,937 | 433 | 0.0% | 0.0% | 615 | -2,273 | -24.68% | Q1 2026 | May 08, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 6,894 | 431 | 0.1% | 0.1% | 616 | +91 | 1.34% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,864 | 429 | 0.01% | 0.0% | 617 | +1,213 | 21.47% | Q1 2026 | May 06, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 6,791 | 424 | 0.1% | 0.08% | 618 | +974 | 16.74% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 6,721 | 420 | 0.12% | 0.76% | 620 | -33,913 | -83.46% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | Added to | 6,721 | 420 | 0.1% | 0.08% | 619 | +797 | 13.45% | Q1 2026 | Apr 17, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 6,665 | 416 | 0.26% | 0.27% | 621 | +757 | 12.81% | Q1 2026 | Apr 02, 2026 |
| Caprock Group, LLC | History | No change | 6,550 | 409 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,521 | 407 | 0.07% | 0.22% | 623 | -20,643 | -75.99% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,502 | 406 | 0.04% | 0.04% | 624 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 6,452 | 403 | 0.14% | 0.13% | 625 | +155 | 2.46% | Q1 2026 | Apr 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 6,404 | 400 | 0.09% | 0.13% | 626 | -2,825 | -30.61% | Q1 2026 | May 05, 2026 |
| Trust Point Inc. | History | No change | 6,284 | 393 | 0.03% | 0.03% | 627 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 6,249 | 389 | 0.2% | — | 628 | +6,249 | New | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | Reduced | 6,164 | 385 | 0.01% | 0.01% | 629 | -2,500 | -28.86% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 6,133 | 383 | 0.0% | 0.0% | 630 | -3,063 | -33.31% | Q1 2026 | May 04, 2026 |
| Oxler Private Wealth LLC | History | No change | 6,084 | 380 | 0.12% | 0.11% | 631 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 6,057 | 378 | 0.24% | 0.24% | 632 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,273 | 377 | 0.21% | 0.21% | 633 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,092 | 374 | 0.05% | 0.05% | 634 | -828 | -11.97% | Q1 2026 | Apr 22, 2026 |
| Level Wealth Management LLC | History | New | 5,966 | 373 | 0.17% | — | 636 | +5,966 | New | Q1 2026 | Apr 27, 2026 |
| Richardson Capital Management LLC | History | Added to | 5,977 | 373 | 0.18% | 0.18% | 635 | +67 | 1.13% | Q1 2026 | May 12, 2026 |
| Soundwatch Capital LLC | History | Reduced | 5,949 | 372 | 0.05% | 0.07% | 637 | -1,737 | -22.6% | Q1 2026 | May 05, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 5,957 | 372 | 0.11% | 0.1% | 638 | +209 | 3.64% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 5,879 | 367 | 0.0% | 0.0% | 639 | +966 | 19.66% | Q1 2026 | May 06, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,798 | 362 | 0.08% | 0.07% | 640 | +169 | 3.0% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Reduced | 5,771 | 361 | 0.05% | 0.03% | 641 | -339 | -5.55% | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 5,768 | 360 | 0.44% | 0.16% | 642 | +3,903 | 209.28% | Q1 2026 | Apr 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 5,737 | 358 | 0.13% | 0.16% | 643 | -2,037 | -26.2% | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | No change | 5,725 | 358 | 0.3% | 0.3% | 644 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 5,719 | 357 | 0.01% | 0.02% | 645 | -1,943 | -25.36% | Q1 2026 | Apr 22, 2026 |
| Socha Financial Group, LLC | History | Reduced | 5,715 | 357 | 0.18% | 0.18% | 646 | -271 | -4.53% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,595 | 350 | 0.0% | 0.0% | 647 | -4,389 | -43.96% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | New | 5,539 | 346 | 0.02% | — | 648 | +5,539 | New | Q1 2026 | May 13, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 5,501 | 344 | 0.13% | 0.13% | 649 | +958 | 21.09% | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 5,705 | 343 | 0.29% | 0.29% | 650 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 5,373 | 336 | 0.16% | 0.16% | 651 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Garde Capital, Inc. | History | Added to | 5,368 | 335 | 0.02% | 0.02% | 652 | +190 | 3.67% | Q1 2026 | Apr 28, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 5,352 | 334 | 0.21% | 0.25% | 654 | -1,431 | -21.1% | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,345 | 334 | 0.21% | 0.2% | 653 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthTrust Asset Management, LLC | History | New | 5,217 | 326 | 0.19% | — | 657 | +5,217 | New | Q1 2026 | May 06, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 5,222 | 326 | 0.16% | 0.16% | 656 | -72 | -1.36% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | No change | 5,212 | 326 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | No change | 5,200 | 325 | 0.04% | 0.04% | 658 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HCR Wealth Advisors | History | Reduced | 5,158 | 322 | 0.03% | 0.03% | 659 | -98 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 5,135 | 321 | 0.23% | 0.19% | 660 | +375 | 7.88% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Reduced | 5,110 | 319 | 0.08% | 0.08% | 661 | -158 | -3.0% | Q1 2026 | May 15, 2026 |
| Carrera Capital Advisors | History | Reduced | 5,099 | 318 | 0.05% | 0.06% | 662 | -470 | -8.44% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,052 | 316 | 0.03% | 0.03% | 663 | +485 | 10.62% | Q1 2026 | May 13, 2026 |
| Lavaca Capital LLC | History | Added to | 5,002 | 312 | 0.06% | 0.05% | 664 | +66 | 1.34% | Q1 2026 | May 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 4,949 | 309 | 0.11% | 0.1% | 665 | -21 | -0.42% | Q1 2026 | May 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 4,934 | 308 | 0.21% | 0.2% | 667 | +167 | 3.5% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,938 | 308 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,902 | 306 | 0.02% | 0.02% | 668 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| WealthTrust Axiom LLC | History | New | 4,877 | 305 | 0.08% | — | 671 | +4,877 | New | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | Reduced | 4,879 | 305 | 0.21% | 0.2% | 670 | -190 | -3.75% | Q1 2026 | Apr 17, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 4,885 | 305 | 0.2% | 0.2% | 669 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 4,854 | 303 | 0.0% | 0.01% | 672 | -2,165 | -30.84% | Q1 2026 | May 11, 2026 |
| Legacy Advisors, LLC | History | New | 4,843 | 302 | 0.04% | — | 673 | +4,843 | New | Q1 2026 | May 05, 2026 |
| Kelly Financial Services LLC | History | New | 4,841 | 302 | 0.07% | — | 674 | +4,841 | New | Q1 2026 | Apr 13, 2026 |
| Advisor Resource Council | History | Reduced | 4,800 | 300 | 0.1% | 0.15% | 675 | -2,170 | -31.13% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,756 | 297 | 0.03% | 0.03% | 676 | +440 | 10.19% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,740 | 296 | 0.03% | 0.03% | 677 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MFA Wealth Services | History | Reduced | 4,694 | 293 | 0.19% | 0.48% | 679 | -7,048 | -60.02% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | New | 4,684 | 293 | 0.0% | — | 680 | +4,684 | New | Q1 2026 | May 13, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 4,695 | 293 | 0.13% | 0.11% | 678 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | New | 4,673 | 292 | 0.03% | — | 681 | +4,673 | New | Q1 2026 | Apr 16, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 4,656 | 291 | 0.19% | 0.19% | 682 | +84 | 1.84% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 4,636 | 290 | 0.04% | — | 684 | +4,636 | New | Q1 2026 | May 13, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 4,637 | 290 | 0.15% | 0.16% | 683 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,635 | 289 | 0.13% | 0.12% | 685 | +28 | 0.61% | Q1 2026 | May 04, 2026 |
| Envision Financial Transparency, LLC | History | New | 4,592 | 287 | 0.28% | — | 686 | +4,592 | New | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 4,557 | 285 | 0.0% | 0.0% | 687 | +100 | 2.24% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,531 | 283 | 0.0% | 0.0% | 688 | -1,283 | -22.07% | Q1 2026 | Apr 24, 2026 |
| WoodTrust Financial Corp | History | No change | 4,500 | 282 | 0.04% | 0.03% | 689 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 4,444 | 278 | 0.18% | 0.21% | 690 | -627 | -12.36% | Q1 2026 | Apr 14, 2026 |
| Global Assets Advisory, LLC | History | New | 4,407 | 275 | 0.08% | — | 691 | +4,407 | New | Q1 2026 | May 01, 2026 |
| Investment Management Trust, LLC | History | New | 4,392 | 274 | 0.27% | — | 692 | +4,392 | New | Q1 2026 | Apr 24, 2026 |
| LVW Advisors, LLC | History | New | 4,353 | 272 | 0.03% | — | 694 | +4,353 | New | Q1 2026 | Apr 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 4,357 | 272 | 0.22% | 0.23% | 693 | +7 | 0.16% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,306 | 269 | 0.0% | 0.0% | 695 | +987 | 29.74% | Q1 2026 | May 07, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 4,233 | 264 | 0.28% | 0.62% | 696 | -5,734 | -57.53% | Q1 2026 | Apr 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,154 | 259 | 0.13% | 0.11% | 697 | +410 | 10.95% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | New | 4,138 | 258 | 0.0% | — | 701 | +4,138 | New | Q1 2026 | May 05, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,125 | 258 | 0.01% | 0.01% | 698 | -127 | -2.99% | Q1 2026 | Apr 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 4,136 | 258 | 0.04% | 0.04% | 700 | -32 | -0.77% | Q1 2026 | Apr 16, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,201 | 258 | 0.18% | 0.17% | 699 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,071 | 254 | 0.01% | 0.01% | 702 | +576 | 16.48% | Q1 2026 | Apr 28, 2026 |
| Roan Capital Partners | History | New | 4,050 | 253 | 0.23% | — | 705 | +4,050 | New | Q1 2026 | Apr 15, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 4,050 | 253 | 0.06% | 0.05% | 703 | +400 | 10.96% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,054 | 253 | 0.03% | 0.03% | 704 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 4,003 | 250 | 0.26% | 0.25% | 706 | -55 | -1.36% | Q1 2026 | May 12, 2026 |
| Stark Wealth Management LLC | History | No change | 4,088 | 245 | 0.92% | 0.92% | 707 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 3,911 | 244 | 0.03% | 0.04% | 708 | -1,400 | -26.36% | Q1 2026 | Apr 08, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 3,898 | 243 | 0.15% | — | 711 | +3,898 | New | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Reduced | 3,920 | 243 | 0.2% | 0.22% | 710 | -364 | -8.5% | Q1 2026 | Mar 31, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 3,887 | 243 | 0.06% | 0.07% | 709 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,852 | 240 | 0.0% | — | 713 | +3,852 | New | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | No change | 3,844 | 240 | 0.06% | 0.06% | 712 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 3,780 | 236 | 0.01% | 0.01% | 715 | +244 | 6.9% | Q1 2026 | May 05, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 3,775 | 236 | 0.05% | 0.05% | 714 | -48 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | New | 3,760 | 235 | 0.02% | — | 716 | +3,760 | New | Q1 2026 | May 05, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 3,739 | 233 | 0.2% | 0.61% | 717 | -8,094 | -68.4% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,720 | 232 | 0.03% | 0.04% | 718 | -384 | -9.36% | Q1 2026 | Apr 24, 2026 |
| Simplicity Wealth,LLC | History | New | 3,678 | 230 | 0.01% | — | 720 | +3,678 | New | Q1 2026 | Apr 30, 2026 |
| Benson Wealth Management INC | History | Reduced | 3,685 | 230 | 0.31% | 0.25% | 719 | -50 | -1.34% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,666 | 229 | 0.0% | 0.0% | 721 | -6,189 | -62.8% | Q1 2026 | May 01, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 3,667 | 229 | 0.09% | 0.09% | 722 | -191 | -4.95% | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 3,665 | 229 | 0.11% | 0.1% | 723 | +80 | 2.23% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,652 | 228 | 0.02% | 0.03% | 724 | -406 | -10.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning, LLC | History | New | 3,639 | 227 | 0.05% | — | 726 | +3,639 | New | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Added to | 3,639 | 227 | 0.01% | 0.01% | 725 | +46 | 1.28% | Q1 2026 | May 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 3,616 | 226 | 0.08% | 0.07% | 727 | +86 | 2.44% | Q1 2026 | May 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 3,627 | 226 | 0.14% | 0.14% | 728 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 3,582 | 224 | 0.12% | 0.13% | 729 | -497 | -12.18% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | New | 3,567 | 223 | 0.03% | — | 730 | +3,567 | New | Q1 2026 | Apr 17, 2026 |
| Elevation Wealth Management LLC | History | New | 3,534 | 221 | 0.2% | — | 732 | +3,534 | New | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | No change | 3,541 | 221 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 3,498 | 218 | 0.05% | — | 733 | +3,498 | New | Q1 2026 | Apr 08, 2026 |
| ProCore Advisors, LLC | History | Reduced | 3,482 | 217 | 0.33% | 0.23% | 734 | -307 | -8.1% | Q1 2026 | Apr 23, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 4,371 | 214 | 0.14% | 0.06% | 735 | +2,452 | 127.77% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 3,417 | 213 | 0.01% | — | 737 | +3,417 | New | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 3,417 | 213 | 0.0% | 0.0% | 736 | -1,420 | -29.36% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,397 | 212 | 0.0% | — | 739 | +3,397 | New | Q1 2026 | May 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 3,393 | 212 | 0.08% | 0.07% | 738 | +91 | 2.76% | Q1 2026 | May 04, 2026 |
| Delta Investment Management, LLC | History | Reduced | 3,376 | 211 | 0.04% | 0.04% | 740 | -632 | -15.77% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | New | 3,340 | 208 | 0.05% | — | 742 | +3,340 | New | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | New | 3,329 | 208 | 0.05% | — | 743 | +3,329 | New | Q1 2026 | May 11, 2026 |
| Ruggaard & Associates LLC | History | No change | 3,470 | 208 | 0.08% | 0.08% | 741 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Empower Advisory Group, LLC | History | New | 3,299 | 206 | 0.0% | — | 744 | +3,299 | New | Q1 2026 | May 14, 2026 |
| Cottage Street Advisors LLC | History | New | 3,268 | 204 | 0.09% | — | 745 | +3,268 | New | Q1 2026 | Apr 20, 2026 |
| Waldron Private Wealth LLC | History | New | 3,245 | 203 | 0.01% | — | 746 | +3,245 | New | Q1 2026 | Apr 10, 2026 |
| LOWERY THOMAS, LLC | History | New | 3,234 | 202 | 0.12% | — | 747 | +3,234 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | New | 3,213 | 201 | 0.01% | — | 748 | +3,213 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,196 | 199 | 0.0% | 0.0% | 749 | -46 | -1.42% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,153 | 197 | 0.01% | 0.01% | 750 | -96 | -2.95% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,259 | 196 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,250 | 195 | 0.06% | 0.06% | 752 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | New | 3,058 | 191 | 0.0% | — | 754 | +3,058 | New | Q1 2026 | Apr 13, 2026 |
| Realta Investment Advisors | History | Reduced | 3,068 | 191 | 0.07% | 0.07% | 753 | -276 | -8.25% | Q1 2026 | Apr 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 3,012 | 188 | 0.14% | 0.13% | 755 | +20 | 0.67% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,893 | 180 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 2,791 | 174 | 0.11% | 0.14% | 758 | -815 | -22.6% | Q1 2026 | May 07, 2026 |
| S.A. Mason LLC | History | Added to | 2,795 | 174 | 0.07% | 0.06% | 757 | +100 | 3.71% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | New | 2,750 | 172 | 0.0% | — | 759 | +2,750 | New | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | Added to | 2,635 | 164 | 0.02% | 0.01% | 760 | +1,284 | 95.04% | Q1 2026 | Apr 03, 2026 |
| WFA of San Diego, LLC | History | Added to | 2,547 | 159 | 0.13% | 0.11% | 761 | +3 | 0.12% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,434 | 152 | 0.08% | 0.07% | 762 | +32 | 1.33% | Q1 2026 | May 07, 2026 |
| Hamrick Investment Counsel, llc | History | New | 2,320 | 145 | 0.08% | — | 763 | +2,320 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 2,125 | 127 | 0.01% | 0.01% | 764 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Reduced | 1,968 | 123 | 0.03% | 0.03% | 765 | -64 | -3.15% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,970 | 123 | 0.04% | 0.04% | 766 | +2 | 0.1% | Q1 2026 | Apr 09, 2026 |
| LRI Investments, LLC | History | Reduced | 1,874 | 117 | 0.01% | 0.01% | 767 | -110 | -5.54% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 1,833 | 114 | 0.01% | 0.01% | 768 | +148 | 8.78% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,821 | 113 | 0.05% | 0.04% | 769 | +249 | 15.84% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,785 | 111 | 0.01% | 0.01% | 770 | -806 | -31.11% | Q1 2026 | May 19, 2026 |
| Blue Trust, Inc. | History | No change | 1,719 | 107 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Orion Capital Management LLC | History | No change | 1,700 | 106 | 0.04% | 0.03% | 772 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,665 | 104 | 0.01% | 0.01% | 773 | -61 | -3.53% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,605 | 100 | 0.01% | 0.01% | 774 | +54 | 3.48% | Q1 2026 | May 01, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,585 | 99 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,568 | 98 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,605 | 96 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,460 | 91 | 0.01% | 0.01% | 778 | -54 | -3.57% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,322 | 82 | 0.0% | 0.0% | 779 | +1,122 | 561.0% | Q1 2026 | May 11, 2026 |
| High Note Wealth, LLC | History | No change | 1,317 | 82 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,280 | 80 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | No change | 1,280 | 80 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,228 | 76 | 0.03% | 0.02% | 783 | +130 | 11.84% | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1,206 | 75 | 0.05% | 0.05% | 784 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,165 | 72 | 0.0% | 0.01% | 786 | -625 | -34.92% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,147 | 72 | 0.0% | 0.0% | 785 | +547 | 91.17% | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | No change | 1,100 | 68 | 0.02% | 0.02% | 787 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| United Community Bank | History | New | 1,067 | 66 | 0.02% | — | 790 | +1,067 | New | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | No change | 1,067 | 66 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,055 | 66 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,040 | 65 | 0.02% | 0.02% | 791 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,032 | 64 | 0.04% | 0.04% | 792 | +10 | 0.98% | Q1 2026 | Apr 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 994 | 62 | 0.0% | — | 793 | +994 | New | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,026 | 61 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,000 | 60 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crews Bank & Trust | History | No change | 926 | 57 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 896 | 56 | 0.01% | 0.0% | 797 | +400 | 80.65% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 890 | 55 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 889 | 55 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 861 | 53 | 0.02% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 834 | 52 | 0.0% | — | 802 | +834 | New | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 837 | 52 | 0.0% | 0.0% | 801 | +432 | 106.67% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | New | 780 | 49 | 0.0% | — | 803 | +780 | New | Q1 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 763 | 47 | 0.01% | 0.01% | 804 | -201 | -20.85% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | Reduced | 765 | 47 | 0.0% | 0.0% | 805 | -174 | -18.53% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 714 | 44 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 706 | 44 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 707 | 43 | 0.0% | 0.0% | 808 | -31 | -4.2% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | New | 675 | 42 | 0.0% | — | 809 | +675 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 649 | 40 | 0.0% | 0.0% | 810 | +38 | 6.22% | Q1 2026 | Apr 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 650 | 40 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 612 | 38 | 0.02% | — | 812 | +612 | New | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 603 | 37 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | New | 584 | 36 | 0.0% | — | 816 | +584 | New | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 578 | 36 | 0.01% | — | 817 | +578 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 578 | 36 | 0.01% | 0.0% | 814 | +445 | 334.59% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | No change | 585 | 36 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Register Financial Advisors LLC | History | Reduced | 525 | 32 | 0.01% | 0.01% | 819 | -50 | -8.7% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 512 | 32 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 500 | 31 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 500 | 31 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 506 | 31 | 0.03% | 0.03% | 822 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Redwood Park Advisors LLC | History | No change | 500 | 31 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | Added to | 484 | 30 | 0.01% | 0.01% | 825 | +7 | 1.47% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 485 | 30 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Investors Research Corp | History | No change | 475 | 29 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 451 | 27 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | No change | 430 | 26 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 427 | 26 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 390 | 24 | 0.02% | — | 832 | +390 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 389 | 24 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 385 | 24 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 380 | 23 | 0.01% | — | 834 | +380 | New | Q1 2026 | Apr 22, 2026 |
| KM Capital Management Ltd. | History | New | 380 | 23 | 0.02% | — | 835 | +380 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 380 | 23 | 0.02% | 0.01% | 833 | +128 | 50.79% | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | No change | 359 | 22 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 354 | 22 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 350 | 21 | 0.0% | — | 839 | +350 | New | Q1 2026 | Apr 29, 2026 |
| Synergy Investment Management, LLC | History | New | 346 | 21 | 0.01% | — | 840 | +346 | New | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 340 | 21 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 328 | 20 | 0.0% | — | 842 | +328 | New | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 320 | 20 | 0.0% | 0.01% | 841 | -90 | -21.95% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | No change | 295 | 18 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | Added to | 274 | 17 | 0.01% | 0.01% | 846 | +3 | 1.11% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 277 | 17 | 0.0% | 0.0% | 844 | +2 | 0.73% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 282 | 17 | 0.0% | 0.0% | 845 | +1 | 0.36% | Q1 2026 | May 08, 2026 |
| Wall Street Financial Group, Inc. | History | New | 245 | 15 | 0.01% | — | 849 | +245 | New | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 243 | 15 | 0.01% | — | 850 | +243 | New | Q1 2026 | Apr 21, 2026 |
| Nemes Rush Group LLC | History | No change | 240 | 15 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 253 | 15 | 0.01% | 0.01% | 848 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 229 | 14 | 0.0% | — | 852 | +229 | New | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 240 | 14 | 0.01% | 0.01% | 851 | +52 | 27.66% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 219 | 13 | 0.0% | 0.0% | 853 | +1 | 0.46% | Q1 2026 | May 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 222 | 13 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Reduced | 203 | 12 | 0.0% | 0.01% | 857 | -677 | -76.93% | Q1 2026 | May 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 206 | 12 | 0.0% | 0.0% | 855 | -150 | -42.13% | Q1 2026 | Apr 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 190 | 11 | 0.0% | 0.0% | 858 | -8 | -4.04% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 176 | 11 | 0.01% | 0.01% | 859 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 177 | 11 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Align Financial, LLC | History | Reduced | 170 | 10 | 0.01% | 0.01% | 861 | -10,059 | -98.34% | Q1 2026 | May 08, 2026 |
| Networth Advisors, LLC | History | New | 162 | 10 | 0.01% | — | 862 | +162 | New | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 155 | 9 | 0.0% | 0.0% | 864 | -384 | -71.24% | Q1 2026 | May 14, 2026 |
| PROTECTIVE LIFE CORP | History | New | 145 | 9 | 0.03% | — | 866 | +145 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 150 | 9 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | No change | 146 | 9 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evergreen Advisors, LLC | History | New | 135 | 8 | 0.0% | — | 868 | +135 | New | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 129 | 8 | 0.01% | 0.01% | 867 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | Reduced | 125 | 7 | 0.0% | 0.0% | 869 | -13 | -9.42% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 110 | 6 | 0.0% | — | 872 | +110 | New | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | New | 102 | 6 | 0.0% | — | 873 | +102 | New | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 88 | 6 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Anfield Capital Management, LLC | History | No change | 102 | 6 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 82 | 5 | 0.0% | — | 877 | +82 | New | Q1 2026 | Apr 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 86 | 5 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | No change | 87 | 5 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 78 | 4 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 55 | 3 | 0.0% | — | 881 | +55 | New | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | New | 54 | 3 | 0.0% | — | 880 | +54 | New | Q1 2026 | May 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 40 | 2 | 0.0% | — | 884 | +40 | New | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | New | 37 | 2 | 0.0% | — | 883 | +37 | New | Q1 2026 | Apr 16, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 35 | 2 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | New | 22 | 1 | 0.0% | — | 886 | +22 | New | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -968,064 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 5.3% | — | -237,718 | -100.0% | Q1 2026 | Apr 14, 2026 |
| GERBER, LLC | History | Closed out | 0 | 0 | — | 2.63% | — | -78,317 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -48,817 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -40,340 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -26,080 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,991 | -100.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,935 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -23,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -22,326 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.18% | — | -15,934 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.32% | — | -15,738 | -100.0% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,593 | -100.0% | Q1 2026 | May 07, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.12% | — | -12,934 | -100.0% | Q1 2026 | May 11, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -11,435 | -100.0% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,036 | -100.0% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,613 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,995 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,953 | -100.0% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -6,895 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,485 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,629 | -100.0% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,578 | -100.0% | Q1 2026 | May 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,125 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,669 | -100.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,654 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,654 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,470 | -100.0% | Q1 2026 | May 15, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,039 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,694 | -100.0% | Q1 2026 | May 11, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,651 | -100.0% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,566 | -100.0% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -3,510 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,415 | -100.0% | Q1 2026 | May 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,362 | -100.0% | Q1 2026 | May 11, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,352 | -100.0% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.08% | — | -2,993 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -1,736 | -100.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -633 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -475 | -100.0% | Q1 2026 | May 15, 2026 |
| Field & Main Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q1 2026 | Apr 10, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 01, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trust Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |