SPDR SERIES TRUST - CWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSC Wealth Advisors, LLC | History | Reduced | 4,728 | 432,714 | 8.26% | 8.77% | 1 | -55,887 | -92.2% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,654,014 | 242,895 | 0.02% | 0.02% | 2 | +26,717 | 1.02% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,611,345 | 147,470 | 0.01% | 0.01% | 3 | +19,707 | 1.24% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,493,580 | 136,692 | 0.03% | 0.02% | 4 | +10,556 | 0.71% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 1,250,180 | 114,416 | 0.03% | 0.04% | 5 | -328,626 | -20.81% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,215,879 | 111,278 | 0.17% | 0.16% | 6 | +83,758 | 7.4% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,123,841 | 102,853 | 0.06% | 0.06% | 7 | +81,720 | 7.84% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 842,982 | 77,149 | 0.16% | 0.17% | 8 | -68,772 | -7.54% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 841,207 | 76,984 | 0.02% | 0.02% | 9 | +39,312 | 4.9% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 753,977 | 69,003 | 0.04% | 0.04% | 10 | -28,196 | -3.6% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 684,479 | 62,643 | 0.02% | 0.02% | 11 | -114,225 | -14.3% | Q1 2026 | May 06, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 522,882 | 47,854 | 12.42% | 11.77% | 12 | -13,432 | -2.5% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 486,749 | 44,547 | 0.01% | 0.01% | 13 | +5,091 | 1.06% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 454,925 | 41,634 | 0.01% | 0.01% | 14 | -93,519 | -17.05% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 449,359 | 41,125 | 0.01% | 0.06% | 15 | -1,779,086 | -79.84% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 446,402 | 40,854 | 0.0% | 0.01% | 16 | -76,503 | -14.63% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 437,880 | 40,074 | 0.01% | 0.01% | 17 | -14,149 | -3.13% | Q1 2026 | May 13, 2026 |
| One Wealth Map LLC | History | Reduced | 371,488 | 37,843 | 17.78% | 18.88% | 18 | -24,096 | -6.09% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 384,062 | 35,149 | 0.01% | 0.01% | 19 | -10,747 | -2.72% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 374,494 | 34,273 | 0.29% | 0.36% | 20 | -98,399 | -20.81% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 310,778 | 28,442 | 0.01% | 0.01% | 21 | -212,953 | -40.66% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 264,377 | 24,196 | 0.06% | 0.07% | 22 | -36,012 | -11.99% | Q1 2026 | Apr 30, 2026 |
| River Wealth Advisors LLC | History | Added to | 237,136 | 21,702 | 2.49% | 2.35% | 23 | +1,858 | 0.79% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | Added to | 230,144 | 21,062 | 1.88% | 1.0% | 24 | +96,844 | 72.65% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 233,908 | 20,864 | 0.01% | 0.01% | 25 | -15,156 | -6.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 214,145 | 19,598 | 0.03% | 0.03% | 26 | -38,007 | -15.07% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 209,450 | 19,168 | 0.03% | 0.03% | 27 | -4,054 | -1.9% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 195,944 | 17,934 | 0.02% | 0.02% | 28 | +412 | 0.21% | Q1 2026 | May 12, 2026 |
| XML Financial, LLC | History | Reduced | 186,523 | 17,070 | 1.38% | 1.37% | 29 | -1,571 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 180,557 | 16,524 | 0.64% | 0.66% | 30 | -6,257 | -3.35% | Q1 2026 | Apr 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 169,507 | 15,513 | 0.12% | 0.11% | 31 | +2,772 | 1.66% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 156,375 | 14,589 | 0.03% | 0.03% | 32 | -82,544 | -34.55% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 154,164 | 14,109 | 0.03% | 0.03% | 33 | -2,982 | -1.9% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 148,772 | 13,618 | 0.02% | 0.02% | 34 | -19,055 | -11.35% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 133,926 | 12,256 | 0.27% | 0.27% | 35 | +7,359 | 5.81% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 132,117 | 12,091 | 0.15% | 0.17% | 36 | -2,247 | -1.67% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 131,389 | 12,024 | 0.14% | 0.14% | 37 | -8,942 | -6.37% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | New | 130,481 | 11,941 | 0.16% | — | 38 | +130,481 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 129,761 | 11,875 | 0.07% | 0.06% | 39 | +12,001 | 10.19% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 129,377 | 11,840 | 0.53% | 0.5% | 40 | +6,318 | 5.13% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Added to | 125,232 | 11,461 | 1.69% | 1.08% | 41 | +52,101 | 71.24% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 121,412 | 11,111 | 0.01% | 0.14% | 42 | -1,313,437 | -91.54% | Q1 2026 | May 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 118,869 | 10,878 | 6.22% | 7.61% | 43 | -62,467 | -34.45% | Q1 2026 | Apr 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 112,369 | 10,284 | 0.92% | 0.23% | 44 | +90,601 | 416.21% | Q1 2026 | May 12, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 96,476 | 10,023 | 5.51% | 5.17% | 45 | -3,466 | -3.47% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 105,804 | 9,663 | 0.67% | 0.75% | 46 | +8,283 | 8.49% | Q1 2026 | May 18, 2026 |
| Financial & Tax Architects, LLC | History | New | 105,088 | 9,617 | 2.14% | — | 47 | +105,088 | New | Q1 2026 | Apr 23, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 104,719 | 9,583 | 6.15% | — | 48 | +104,719 | New | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 100,332 | 9,182 | 2.15% | 3.42% | 49 | -65,591 | -39.53% | Q1 2026 | May 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 97,403 | 8,914 | 0.98% | 0.95% | 50 | -3,470 | -3.44% | Q1 2026 | Apr 28, 2026 |
| WIN ADVISORS, INC | History | New | 96,539 | 8,835 | 4.04% | — | 51 | +96,539 | New | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 95,629 | 8,751 | 0.02% | 0.03% | 52 | -24,172 | -20.18% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 91,693 | 8,391 | 0.04% | 0.05% | 53 | -672 | -0.73% | Q1 2026 | May 08, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 86,438 | 7,910 | 2.23% | 2.19% | 54 | -2,696 | -3.02% | Q1 2026 | Apr 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 85,625 | 7,836 | 2.91% | 2.74% | 55 | +2,061 | 2.47% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 82,830 | 7,580 | 0.01% | 0.01% | 56 | +15,162 | 22.41% | Q1 2026 | May 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 79,794 | 7,302 | 0.77% | 0.06% | 57 | +76,065 | 2039.82% | Q1 2026 | Apr 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 75,056 | 6,869 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 74,265 | 6,796 | 0.16% | 0.14% | 59 | +3,989 | 5.68% | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | History | Added to | 73,471 | 6,724 | 0.84% | 0.81% | 60 | +2,042 | 2.86% | Q1 2026 | May 13, 2026 |
| Baron Financial Group, LLC | History | Reduced | 72,386 | 6,624 | 3.57% | 3.47% | 61 | -115 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Petix & Botte Co | History | Reduced | 71,092 | 6,506 | 1.45% | 1.52% | 62 | -4,119 | -5.48% | Q1 2026 | Apr 30, 2026 |
| Finward Bancorp | History | Added to | 70,137 | 6,418 | 5.13% | 4.79% | 63 | +967 | 1.4% | Q1 2026 | Apr 10, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 68,068 | 6,229 | 1.28% | 1.1% | 64 | +6,988 | 11.44% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 67,150 | 6,145 | 0.0% | 0.0% | 65 | +4,490 | 7.17% | Q1 2026 | May 11, 2026 |
| HMS Capital Management, LLC | History | Reduced | 66,766 | 6,110 | 2.36% | 2.59% | 66 | -3,414 | -4.86% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 66,300 | 6,067 | 0.01% | 0.0% | 67 | +30,452 | 84.95% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 66,228 | 6,061 | 0.0% | 0.0% | 68 | +1,333 | 2.05% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 65,025 | 5,951 | 0.03% | 0.04% | 69 | -29,630 | -31.3% | Q1 2026 | Apr 24, 2026 |
| David J Yvars Group | History | Added to | 62,571 | 5,726 | 3.2% | 2.91% | 70 | +1,314 | 2.15% | Q1 2026 | Apr 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 61,317 | 5,611 | 0.0% | 0.01% | 71 | +4,535 | 7.99% | Q1 2026 | May 04, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 56,593 | 5,179 | 3.18% | 2.99% | 72 | +6,300 | 12.53% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,688 | 5,096 | 0.01% | 0.01% | 73 | +574 | 1.04% | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 54,361 | 4,975 | 0.9% | 0.89% | 74 | +104 | 0.19% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 54,090 | 4,950 | 0.01% | 0.01% | 75 | -78 | -0.14% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 52,362 | 4,792 | 0.05% | 0.05% | 76 | -1,166 | -2.18% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 51,349 | 4,699 | 0.08% | 0.08% | 77 | -4,888 | -8.69% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Reduced | 51,261 | 4,691 | 0.02% | 0.02% | 78 | -5,878 | -10.29% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | New | 51,207 | 4,686 | 0.41% | — | 79 | +51,207 | New | Q1 2026 | May 08, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 50,884 | 4,656 | 4.02% | 3.06% | 80 | +10,330 | 25.47% | Q1 2026 | May 06, 2026 |
| Sage Capital Management, LLC | History | Added to | 49,660 | 4,545 | 2.14% | 2.04% | 81 | +235 | 0.48% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 43,527 | 4,396 | 0.1% | 0.11% | 82 | -2,328 | -5.08% | Q1 2026 | May 04, 2026 |
| AXS Investments LLC | History | Reduced | 46,587 | 4,263 | 1.72% | 1.55% | 83 | -3,871 | -7.67% | Q1 2026 | May 06, 2026 |
| Guardian Capital, LLC | History | Added to | 44,695 | 4,090 | 3.91% | 1.1% | 84 | +30,914 | 224.32% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 44,085 | 4,034 | 0.36% | 0.32% | 85 | +11,497 | 35.28% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 43,804 | 4,008 | 0.08% | 0.08% | 86 | +1,761 | 4.19% | Q1 2026 | Apr 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 43,579 | 3,988 | 0.11% | 0.12% | 87 | -4,120 | -8.64% | Q1 2026 | Apr 21, 2026 |
| CIM, LLC | History | Reduced | 43,472 | 3,978 | 0.58% | 0.51% | 88 | -496 | -1.13% | Q1 2026 | May 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 42,475 | 3,887 | 0.03% | 0.02% | 89 | +18,250 | 75.34% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 42,475 | 3,887 | 0.22% | 0.1% | 90 | +18,250 | 75.34% | Q1 2026 | Apr 16, 2026 |
| Nilsine Partners, LLC | History | New | 37,822 | 3,809 | 0.3% | — | 91 | +37,822 | New | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 40,729 | 3,727 | 0.09% | 0.12% | 92 | -13,120 | -24.36% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Reduced | 40,475 | 3,704 | 0.08% | 0.07% | 93 | -247 | -0.61% | Q1 2026 | May 15, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 39,923 | 3,653 | 2.21% | 2.08% | 94 | -577 | -1.42% | Q1 2026 | Apr 15, 2026 |
| Midwest Professional Planners, LTD. | History | New | 38,939 | 3,563 | 0.84% | — | 95 | +38,939 | New | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 37,797 | 3,459 | 0.29% | 0.23% | 96 | +6,565 | 21.02% | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 37,719 | 3,452 | 1.68% | — | 97 | +37,719 | New | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 37,851 | 3,370 | 0.21% | 0.19% | 98 | -7,578 | -16.68% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 36,719 | 3,360 | 0.0% | 0.0% | 99 | +21,766 | 145.56% | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 35,463 | 3,245 | 0.26% | 0.03% | 100 | +31,863 | 885.08% | Q1 2026 | May 14, 2026 |
| Mount Lucas Management LP | History | Added to | 34,764 | 3,181 | 1.17% | 1.17% | 101 | +1,926 | 5.87% | Q1 2026 | May 05, 2026 |
| Graetz Wealth LLC | History | Added to | 34,399 | 3,148 | 2.81% | 2.34% | 102 | +5,522 | 19.12% | Q1 2026 | Apr 30, 2026 |
| HF Advisory Group, LLC | History | Added to | 34,109 | 3,121 | 1.06% | 1.03% | 103 | +1,042 | 3.15% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,911 | 3,103 | 0.0% | 0.0% | 104 | -5,265 | -13.44% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 33,736 | 3,087 | 0.02% | 0.03% | 105 | -1,061 | -3.05% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 33,653 | 3,080 | 0.01% | 0.01% | 106 | -180 | -0.53% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,870 | 3,008 | 0.01% | 0.01% | 107 | +585 | 1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,406 | 3,000 | 0.0% | 0.0% | 108 | +1,547 | 4.86% | Q1 2026 | May 15, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 31,997 | 2,928 | 2.11% | 1.37% | 109 | +13,626 | 74.17% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Added to | 31,997 | 2,923 | 0.01% | 0.0% | 110 | +13,626 | 74.17% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,555 | 2,887 | 0.1% | 0.1% | 111 | -1,820 | -5.45% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 30,995 | 2,836 | 0.13% | 0.1% | 112 | +7,926 | 34.36% | Q1 2026 | May 12, 2026 |
| Emissary Wealth LLC | History | Added to | 30,864 | 2,824 | 2.65% | 2.07% | 113 | +3,268 | 11.84% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,821 | 2,820 | 0.02% | 0.01% | 114 | +457 | 1.51% | Q1 2026 | May 05, 2026 |
| Thrive Capital Management, LLC | History | Added to | 30,655 | 2,805 | 0.61% | 0.55% | 115 | +3,179 | 11.57% | Q1 2026 | Apr 27, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 30,377 | 2,780 | 1.36% | — | 116 | +30,377 | New | Q1 2026 | Apr 09, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 30,356 | 2,778 | 0.11% | 0.11% | 117 | +1,402 | 4.84% | Q1 2026 | May 07, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 30,227 | 2,766 | 0.95% | 0.94% | 118 | -435 | -1.42% | Q1 2026 | Apr 23, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 29,642 | 2,712 | 2.28% | 2.16% | 119 | +1,465 | 5.2% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,145 | 2,689 | 0.02% | 0.02% | 120 | +4,368 | 16.95% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Added to | 29,291 | 2,680 | 0.33% | 0.08% | 121 | +25,130 | 603.94% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,151 | 2,667 | 0.01% | 0.01% | 122 | +656 | 2.3% | Q1 2026 | Apr 30, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 29,071 | 2,660 | 1.3% | 1.27% | 123 | -1,428 | -4.68% | Q1 2026 | Apr 08, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 27,800 | 2,544 | 0.0% | — | 124 | +27,800 | New | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,049 | 2,475 | 0.12% | 0.06% | 125 | +13,501 | 99.65% | Q1 2026 | Apr 28, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 26,563 | 2,431 | 0.81% | 0.81% | 126 | -1,632 | -5.79% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 26,192 | 2,397 | 0.06% | 0.06% | 127 | +516 | 2.01% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,804 | 2,361 | 0.09% | 0.09% | 128 | -1,227 | -4.54% | Q1 2026 | Apr 20, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 25,179 | 2,304 | 2.02% | 0.31% | 129 | +21,237 | 538.74% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,004 | 2,196 | 0.01% | 0.01% | 130 | -25,548 | -51.56% | Q1 2026 | May 08, 2026 |
| Disciplined Investments, LLC | History | Reduced | 23,991 | 2,195 | 0.79% | 0.82% | 131 | -42 | -0.17% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,946 | 2,191 | 0.03% | 0.03% | 132 | +1,192 | 5.24% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 23,912 | 2,188 | 0.29% | — | 133 | +23,912 | New | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Reduced | 23,556 | 2,155 | 0.14% | 0.17% | 134 | -120 | -0.51% | Q1 2026 | May 08, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 23,380 | 2,139 | 1.14% | 1.17% | 135 | -1,100 | -4.49% | Q1 2026 | Apr 16, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 23,223 | 2,125 | 0.89% | 0.92% | 136 | -322 | -1.37% | Q1 2026 | May 11, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 23,000 | 2,104 | 1.76% | 1.92% | 137 | -4,000 | -14.81% | Q1 2026 | Apr 20, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 22,770 | 2,083 | 0.2% | 0.25% | 138 | -5,190 | -18.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,651 | 2,073 | 0.0% | 0.0% | 139 | +630 | 2.86% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | New | 22,265 | 2,037 | 0.05% | — | 140 | +22,265 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 22,040 | 2,017 | 0.01% | 0.01% | 141 | -870 | -3.8% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 21,942 | 2,008 | 0.02% | 0.02% | 142 | +1,377 | 6.7% | Q1 2026 | Apr 16, 2026 |
| Montecito Bank & Trust | History | Reduced | 21,846 | 1,999 | 0.33% | 0.32% | 143 | -355 | -1.6% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 21,929 | 1,995 | 0.0% | 0.0% | 144 | -3,018 | -12.1% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 21,784 | 1,993 | 0.79% | 0.77% | 145 | -428 | -1.93% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Added to | 21,325 | 1,951 | 0.43% | 0.05% | 146 | +18,504 | 655.94% | Q1 2026 | Apr 27, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 21,243 | 1,944 | 0.22% | 0.19% | 147 | +1,559 | 7.92% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Reduced | 21,239 | 1,943 | 0.02% | 0.02% | 148 | -2,099 | -8.99% | Q1 2026 | May 05, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 20,756 | 1,899 | 0.35% | 0.33% | 149 | -75 | -0.36% | Q1 2026 | Apr 30, 2026 |
| Florin Court Capital LLP | History | Reduced | 20,195 | 1,848 | 6.97% | 5.45% | 150 | -23,700 | -53.99% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 20,051 | 1,835 | 0.01% | 0.01% | 151 | +451 | 2.3% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 20,919 | 1,830 | 0.0% | 0.0% | 152 | +1,124 | 5.68% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,983 | 1,828 | 0.0% | 0.0% | 153 | +9,383 | 88.52% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 19,940 | 1,824 | 0.14% | — | 154 | +19,940 | New | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 19,918 | 1,822 | 0.05% | 0.05% | 155 | -534 | -2.61% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 19,867 | 1,818 | 0.0% | — | 156 | +19,867 | New | Q1 2026 | May 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 19,688 | 1,801 | 0.47% | 0.41% | 157 | -100 | -0.51% | Q1 2026 | May 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 19,280 | 1,764 | 0.76% | 0.3% | 158 | +11,513 | 148.23% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Reduced | 19,210 | 1,758 | 0.19% | 0.2% | 159 | -45 | -0.23% | Q1 2026 | Apr 29, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 19,035 | 1,742 | 0.4% | 0.38% | 160 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 18,982 | 1,737 | 0.17% | 0.18% | 161 | -2,112 | -10.01% | Q1 2026 | Apr 10, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 18,743 | 1,715 | 0.13% | 0.12% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,498 | 1,692 | 0.13% | 0.13% | 163 | +1,132 | 6.52% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,991 | 1,646 | 0.03% | 0.03% | 164 | -195 | -1.07% | Q1 2026 | May 14, 2026 |
| Manske Wealth Management | History | Reduced | 17,546 | 1,605 | 0.45% | 0.47% | 165 | -156 | -0.88% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 17,507 | 1,602 | 0.04% | 0.04% | 166 | -130 | -0.74% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 17,271 | 1,580 | 0.02% | — | 167 | +17,271 | New | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 17,256 | 1,579 | 0.18% | 0.19% | 168 | +149 | 0.87% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Added to | 17,114 | 1,569 | 0.24% | 0.23% | 169 | +808 | 4.96% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,126 | 1,567 | 0.07% | — | 170 | +17,126 | New | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 16,964 | 1,552 | 0.56% | 0.5% | 171 | +370 | 2.23% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 16,515 | 1,539 | 0.03% | 0.03% | 172 | -1,300 | -7.3% | Q1 2026 | Apr 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,480 | 1,508 | 0.41% | 0.4% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 15,978 | 1,462 | 0.02% | 0.09% | 174 | -45,407 | -73.97% | Q1 2026 | Apr 27, 2026 |
| Farrell Financial LLC | History | Added to | 15,638 | 1,431 | 0.85% | 0.81% | 175 | +324 | 2.12% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,580 | 1,425 | 0.05% | 0.07% | 176 | -19,818 | -55.99% | Q1 2026 | Apr 23, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 15,458 | 1,414 | 1.44% | 1.29% | 177 | +1,860 | 13.68% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,482 | 1,413 | 0.04% | 0.01% | 178 | +11,205 | 492.09% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,352 | 1,405 | 0.08% | 0.08% | 179 | -404 | -2.56% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 14,841 | 1,358 | 0.0% | 0.0% | 180 | +1,619 | 12.24% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,052 | 1,342 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,660 | 1,341 | 0.08% | 0.08% | 182 | +34 | 0.23% | Q1 2026 | Apr 30, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 14,651 | 1,337 | 0.68% | 0.67% | 183 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,499 | 1,326 | 0.19% | 0.21% | 184 | -1,753 | -10.79% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 14,298 | 1,308 | 1.04% | 1.05% | 185 | -510 | -3.44% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | No change | 14,272 | 1,306 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 13,800 | 1,262 | 0.26% | 0.26% | 187 | +241 | 1.78% | Q1 2026 | May 15, 2026 |
| Investment Management Trust, LLC | History | New | 13,620 | 1,246 | 1.21% | — | 188 | +13,620 | New | Q1 2026 | Apr 24, 2026 |
| Investors Research Corp | History | Reduced | 13,540 | 1,239 | 0.24% | 0.22% | 189 | -74 | -0.54% | Q1 2026 | Apr 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,495 | 1,235 | 0.01% | 0.0% | 190 | +6,145 | 83.61% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 13,224 | 1,210 | 0.01% | 0.02% | 191 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 13,224 | 1,210 | 0.03% | 0.06% | 192 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 13,064 | 1,197 | 0.01% | 0.01% | 193 | -6,301 | -32.54% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,037 | 1,193 | 0.0% | 0.0% | 194 | -3,729 | -22.24% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,678 | 1,160 | 0.01% | 0.01% | 195 | -4,290 | -25.28% | Q1 2026 | May 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 12,652 | 1,157 | 0.94% | 0.99% | 196 | -1,309 | -9.38% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,503 | 1,143 | 0.01% | 0.01% | 197 | +78 | 0.63% | Q1 2026 | May 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 12,488 | 1,142 | 0.79% | 0.75% | 198 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Reduced | 12,424 | 1,137 | 0.2% | 0.21% | 199 | -16 | -0.13% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,200 | 1,116 | 0.0% | — | 200 | +12,200 | New | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 12,191 | 1,115 | 0.47% | 2.0% | 201 | -42,803 | -77.83% | Q1 2026 | May 08, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 12,123 | 1,109 | 1.18% | 1.2% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 12,024 | 1,100 | 0.31% | 0.29% | 203 | -231 | -1.88% | Q1 2026 | Apr 16, 2026 |
| Herold Advisors, Inc. | History | No change | 11,925 | 1,091 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 11,689 | 1,069 | 0.1% | — | 206 | +11,689 | New | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,568 | 1,069 | 0.01% | 0.01% | 205 | +3,287 | 39.69% | Q1 2026 | Apr 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,561 | 1,058 | 0.2% | 0.19% | 207 | +310 | 2.76% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 11,520 | 1,054 | 0.12% | 0.12% | 208 | +19 | 0.17% | Q1 2026 | Apr 10, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 11,397 | 1,043 | 0.12% | 0.13% | 209 | -327 | -2.79% | Q1 2026 | Apr 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 11,400 | 1,043 | 0.62% | 0.49% | 210 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,330 | 1,036 | 0.0% | 0.0% | 211 | -655 | -5.47% | Q1 2026 | May 12, 2026 |
| M3 Advisory Group, LLC | History | Added to | 11,145 | 1,020 | 0.63% | 0.59% | 212 | +222 | 2.03% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 11,096 | 1,015 | 0.0% | 0.01% | 213 | -45,335 | -80.34% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,022 | 1,008 | 0.0% | 0.0% | 214 | +9,537 | 642.22% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,000 | 1,006 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 1,086,000 | 994 | 0.55% | 0.54% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 10,796 | 988 | 0.7% | 0.7% | 217 | -221 | -2.01% | Q1 2026 | Apr 17, 2026 |
| INTRUST BANK NA | History | No change | 10,725 | 981 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 10,692 | 978 | 0.03% | 0.03% | 219 | -220 | -2.02% | Q1 2026 | May 04, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 10,407 | 952 | 0.26% | 0.26% | 220 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,304 | 943 | 0.01% | 0.01% | 221 | +28 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 10,258 | 938 | 0.03% | 0.04% | 222 | -615 | -5.66% | Q1 2026 | May 07, 2026 |
| Targeted Financial Services LLC | History | Reduced | 10,240 | 937 | 0.77% | 0.79% | 223 | -100 | -0.97% | Q1 2026 | Apr 15, 2026 |
| VestGen Investment Management | History | Reduced | 10,221 | 935 | 0.52% | 0.57% | 224 | -1,390 | -11.97% | Q1 2026 | May 12, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 10,188 | 932 | 0.38% | 0.36% | 225 | -55 | -0.54% | Q1 2026 | Apr 08, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 10,132 | 927 | 0.57% | 0.55% | 226 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,384 | 924 | 0.0% | 0.0% | 227 | +2,453 | 30.93% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 9,969 | 912 | 0.0% | — | 228 | +9,969 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,861 | 902 | 0.01% | 0.01% | 229 | +294 | 3.07% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,802 | 897 | 0.01% | 0.01% | 230 | -98 | -0.99% | Q1 2026 | Apr 20, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 8,875 | 893 | 0.12% | 0.13% | 231 | -743 | -7.73% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 9,730 | 890 | 0.05% | 0.08% | 232 | -134 | -1.36% | Q1 2026 | Apr 21, 2026 |
| SK Wealth Management, LLC | History | Reduced | 9,507 | 886 | 0.25% | 0.26% | 233 | -313 | -3.19% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | No change | 9,659 | 883 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 9,629 | 881 | 0.08% | 0.08% | 235 | -346 | -3.47% | Q1 2026 | Apr 16, 2026 |
| Legacy Financial Group LLC | History | Reduced | 9,588 | 877 | 0.11% | 0.12% | 236 | -1,143 | -10.65% | Q1 2026 | May 04, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 9,500 | 869 | 0.52% | 0.51% | 237 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,455 | 865 | 0.03% | 0.03% | 238 | +374 | 4.12% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,436 | 863 | 0.01% | 0.01% | 239 | -1,707 | -15.32% | Q1 2026 | Apr 28, 2026 |
| Stablepoint Partners, LLC | History | Added to | 9,351 | 855 | 0.13% | 0.13% | 240 | +187 | 2.04% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 9,219 | 843 | 0.15% | 0.15% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 9,204 | 842 | 0.03% | 0.03% | 242 | -91 | -0.98% | Q1 2026 | Apr 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,989 | 822 | 0.09% | 0.08% | 243 | +151 | 1.71% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 8,944 | 818 | 0.0% | 0.0% | 244 | +2,027 | 29.3% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,433 | 815 | 0.04% | 0.03% | 245 | -84,853 | -92.95% | Q1 2026 | May 15, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 8,909 | 815 | 1.69% | 1.69% | 246 | -20 | -0.22% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,840 | 809 | 0.0% | — | 247 | +8,840 | New | Q1 2026 | May 01, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 8,838 | 808 | 0.63% | 9.65% | 248 | -128,911 | -93.58% | Q1 2026 | Apr 20, 2026 |
| FIL Ltd | History | Reduced | 8,662 | 792 | 0.0% | 0.0% | 249 | -27,258 | -75.89% | Q1 2026 | May 15, 2026 |
| RCW Management, LLC | History | Reduced | 8,639 | 790 | 0.81% | 0.79% | 250 | -112 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Sidoxia Capital Management, LLC | History | New | 8,462 | 774 | 0.67% | — | 252 | +8,462 | New | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 8,468 | 774 | 0.02% | 0.02% | 251 | +2,729 | 47.55% | Q1 2026 | May 07, 2026 |
| PW Nova Financial Services LLC | History | New | 8,427 | 771 | 0.19% | — | 253 | +8,427 | New | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,405 | 769 | 0.0% | 0.0% | 254 | +4,171 | 98.51% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 8,273 | 757 | 0.07% | — | 255 | +8,273 | New | Q1 2026 | May 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 7,983 | 730 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 7,820 | 715 | 0.01% | — | 257 | +7,820 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,764 | 710 | 0.01% | 0.01% | 258 | -6 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,758 | 709 | 0.47% | 0.48% | 259 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,645 | 699 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 7,812 | 696 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 7,589 | 694 | 0.0% | 0.0% | 262 | -43 | -0.56% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,473 | 683 | 0.1% | 0.1% | 263 | -151 | -1.98% | Q1 2026 | Apr 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 7,433 | 680 | 0.1% | 0.12% | 264 | -7,775 | -51.12% | Q1 2026 | Apr 24, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,375 | 674 | 0.47% | 0.43% | 265 | -12 | -0.16% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 7,003 | 640 | 0.03% | 0.0% | 266 | +6,843 | 4276.88% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,991 | 639 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,990 | 639 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,932 | 634 | 0.02% | — | 269 | +6,932 | New | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 6,907 | 632 | 0.56% | 0.55% | 270 | -295 | -4.1% | Q1 2026 | Apr 16, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 6,835 | 625 | 0.1% | 0.09% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Added to | 6,815 | 623 | 0.01% | 0.0% | 272 | +3,000 | 78.64% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,677 | 611 | 0.02% | 0.02% | 273 | -825 | -11.0% | Q1 2026 | May 12, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 6,676 | 610 | 0.24% | 0.14% | 274 | +2,650 | 65.82% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Reduced | 6,600 | 604 | 0.0% | 0.0% | 275 | -1,500 | -18.52% | Q1 2026 | May 12, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 6,536 | 598 | 0.31% | — | 277 | +6,536 | New | Q1 2026 | May 05, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,535 | 598 | 0.22% | 0.21% | 276 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TFB Advisors LLC | History | Reduced | 6,533 | 597 | 0.31% | 0.2% | 278 | -1,679 | -20.45% | Q1 2026 | Apr 20, 2026 |
| CAP Partners, LLC | History | Added to | 6,281 | 574 | 0.32% | 0.32% | 279 | +7 | 0.11% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,252 | 572 | 0.0% | 0.0% | 280 | +2,712 | 76.61% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 5,769 | 570 | 0.14% | 0.13% | 281 | +15 | 0.26% | Q1 2026 | Apr 15, 2026 |
| Trajan Wealth LLC | History | Added to | 6,177 | 565 | 0.02% | 0.02% | 282 | +701 | 12.8% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,088 | 557 | 0.01% | 0.01% | 283 | -24 | -0.39% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,002 | 555 | 0.03% | 0.02% | 284 | +291 | 5.1% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,044 | 553 | 0.0% | 0.01% | 285 | +1,046 | 20.93% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,993 | 548 | 0.04% | 0.04% | 287 | +838 | 16.26% | Q1 2026 | Apr 17, 2026 |
| Annex Advisory Services, LLC | History | Added to | 5,998 | 548 | 0.01% | 0.01% | 286 | +15 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Howard Capital Management Inc. | History | Reduced | 5,960 | 545 | 0.01% | 2.67% | 288 | -2,309,628 | -99.74% | Q1 2026 | May 05, 2026 |
| Schwallier Wealth Management LLC | History | New | 5,748 | 526 | 0.38% | — | 289 | +5,748 | New | Q1 2026 | May 05, 2026 |
| Triton Financial Group Inc | History | Added to | 5,748 | 519 | 0.9% | 0.17% | 290 | +2,874 | 100.0% | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 5,825 | 518 | 0.58% | 0.44% | 291 | +771 | 15.26% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 5,652 | 517 | 0.01% | — | 292 | +5,652 | New | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | Added to | 5,609 | 513 | 0.1% | 0.09% | 293 | +2 | 0.04% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,080 | 506 | 0.01% | 0.02% | 294 | +1,388 | 37.59% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | No change | 5,512 | 504 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 5,398 | 494 | 0.06% | 0.07% | 297 | -910 | -14.43% | Q1 2026 | Apr 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5,401 | 494 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 5,355 | 490 | 0.17% | 0.22% | 298 | -1,695 | -24.04% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | New | 5,317 | 486 | 0.02% | — | 299 | +5,317 | New | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,279 | 483 | 0.01% | 0.01% | 300 | -86 | -1.6% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,240 | 479 | 0.07% | 0.06% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 5,191 | 475 | 0.04% | 0.04% | 302 | +323 | 6.64% | Q1 2026 | Apr 17, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 5,125 | 469 | 0.4% | 0.45% | 303 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 5,103 | 467 | 0.02% | 0.02% | 304 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 5,093 | 466 | 0.47% | 0.42% | 305 | +415 | 8.87% | Q1 2026 | May 07, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 5,053 | 462 | 0.27% | 0.53% | 306 | -6,324 | -55.59% | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 4,965 | 454 | 0.39% | 0.39% | 307 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 4,960 | 453 | 0.03% | 0.04% | 308 | -1,475 | -22.92% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 4,932 | 451 | 0.02% | 0.02% | 309 | -316 | -6.02% | Q1 2026 | Apr 30, 2026 |
| Faithward Advisors, LLC | History | Reduced | 4,914 | 449 | 0.06% | 0.07% | 310 | -181 | -3.55% | Q1 2026 | Apr 17, 2026 |
| Allianz Asset Management GmbH | History | New | 4,900 | 448 | 0.0% | — | 311 | +4,900 | New | Q1 2026 | May 11, 2026 |
| Asset One Wealth Management LLC | History | Added to | 4,462 | 445 | 0.05% | 0.05% | 312 | +795 | 21.68% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | New | 4,835 | 442 | 0.01% | — | 313 | +4,835 | New | Q1 2026 | May 11, 2026 |
| BANK OF STOCKTON | History | No change | 4,700 | 430 | 0.13% | 0.12% | 314 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 4,673 | 427 | 0.01% | 0.01% | 315 | -200 | -4.1% | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,658 | 426 | 0.03% | 0.13% | 316 | -16,375 | -77.85% | Q1 2026 | Apr 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 4,552 | 416 | 0.0% | 0.0% | 317 | -13,414 | -74.66% | Q1 2026 | May 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 4,545 | 415 | 0.12% | 0.11% | 318 | -67 | -1.45% | Q1 2026 | May 05, 2026 |
| Old Port Advisors | History | No change | 4,534 | 414 | 0.1% | 0.1% | 319 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,519 | 413 | 0.01% | 0.02% | 320 | -892 | -16.48% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 4,369 | 399 | 0.05% | 0.05% | 322 | +160 | 3.8% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,323 | 399 | 0.03% | 0.03% | 321 | -13 | -0.3% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,299 | 397 | 0.0% | 0.01% | 323 | -9,030 | -67.75% | Q1 2026 | May 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,274 | 391 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 4,220 | 386 | 0.08% | 0.15% | 325 | -4,680 | -52.58% | Q1 2026 | Apr 07, 2026 |
| Impact Partnership Wealth, LLC | History | New | 4,203 | 384 | 0.05% | — | 327 | +4,203 | New | Q1 2026 | Apr 23, 2026 |
| Retireful, LLC | History | Reduced | 4,196 | 384 | 0.54% | 0.53% | 326 | -514 | -10.91% | Q1 2026 | Apr 15, 2026 |
| Detalus Advisors, LLC | History | Reduced | 4,180 | 382 | 0.09% | 0.11% | 328 | -954 | -18.58% | Q1 2026 | Apr 22, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 4,130 | 377 | 0.33% | 0.31% | 329 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SELDON CAPITAL LP | History | No change | 4,068 | 372 | 0.14% | 0.13% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 4,050 | 370 | 0.07% | — | 331 | +4,050 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,011 | 367 | 0.0% | 0.01% | 332 | -3,127 | -43.81% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,000 | 366 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Orion Capital Management LLC | History | No change | 4,000 | 366 | 0.13% | 0.12% | 334 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,000 | 366 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,000 | 366 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,981 | 364 | 0.01% | 0.01% | 337 | -26 | -0.65% | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 3,957 | 362 | 0.01% | 0.01% | 338 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,928 | 359 | 0.0% | 0.0% | 339 | -200 | -4.84% | Q1 2026 | May 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 3,896 | 356 | 0.25% | 0.26% | 340 | +1 | 0.03% | Q1 2026 | May 19, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,857 | 352 | 0.03% | 0.02% | 341 | +1,520 | 65.04% | Q1 2026 | Apr 08, 2026 |
| Copia Wealth Management | History | Added to | 3,785 | 346 | 0.24% | 0.03% | 342 | +3,304 | 686.9% | Q1 2026 | May 04, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 3,763 | 344 | 0.02% | 0.02% | 343 | -245 | -6.11% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,768 | 344 | 0.0% | 0.0% | 344 | -15 | -0.4% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 3,749 | 343 | 0.0% | 0.0% | 345 | -997 | -21.01% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,740 | 342 | 0.1% | 0.1% | 346 | -111 | -2.88% | Q1 2026 | Apr 30, 2026 |
| Independent Wealth Network Inc. | History | New | 3,722 | 340 | 0.1% | — | 347 | +3,722 | New | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | Reduced | 3,680 | 336 | 0.0% | 0.01% | 348 | -14,765 | -80.05% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 3,680 | 336 | 0.01% | 0.02% | 349 | -1,441 | -28.14% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,661 | 335 | 0.0% | 0.0% | 350 | -221 | -5.69% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,648 | 333 | 0.05% | 0.05% | 351 | -39 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,625 | 331 | 0.03% | 0.03% | 352 | -23 | -0.63% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Reduced | 3,612 | 330 | 0.01% | 0.01% | 353 | -623 | -14.71% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 3,598 | 329 | 0.06% | 0.06% | 354 | +266 | 7.98% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,571 | 326 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,544 | 324 | 0.01% | 0.0% | 356 | +2,163 | 156.63% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,525 | 322 | 0.0% | 0.0% | 357 | +603 | 20.64% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,518 | 322 | 0.01% | 0.01% | 358 | +59 | 1.71% | Q1 2026 | May 18, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,510 | 321 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,444 | 315 | 0.01% | 0.01% | 360 | -40 | -1.15% | Q1 2026 | Apr 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 3,437 | 314 | 0.07% | 0.14% | 361 | -3,953 | -53.49% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,433 | 314 | 0.0% | — | 362 | +3,433 | New | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,416 | 312 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 3,380 | 309 | 0.2% | 0.38% | 364 | -3,409 | -50.21% | Q1 2026 | Apr 23, 2026 |
| CPC Advisors, LLC | History | New | 3,384 | 309 | 0.05% | — | 365 | +3,384 | New | Q1 2026 | Apr 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,370 | 308 | 0.08% | 0.13% | 366 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 3,348 | 306 | 0.03% | 0.01% | 367 | +1,057 | 46.14% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,345 | 306 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 3,306 | 303 | 0.01% | 0.01% | 369 | +81 | 2.51% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 3,300 | 294 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Breakwater Capital Group | History | Added to | 3,208 | 293 | 0.04% | 0.04% | 371 | +87 | 2.79% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 3,190 | 291 | 0.0% | 0.0% | 372 | -312 | -8.91% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 3,160 | 289 | 0.01% | 0.01% | 373 | -23 | -0.72% | Q1 2026 | Apr 06, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,104 | 284 | 0.11% | 0.12% | 375 | -2 | -0.06% | Q1 2026 | Apr 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,105 | 284 | 0.08% | 0.08% | 374 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 93 Financial Group, LLC | History | Reduced | 3,102 | 283 | 0.13% | 0.13% | 376 | -180 | -5.48% | Q1 2026 | May 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,061 | 280 | 0.17% | 0.17% | 377 | +2 | 0.07% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,053 | 279 | 0.01% | 0.01% | 378 | -61 | -1.96% | Q1 2026 | May 18, 2026 |
| Oxinas Partners, LLC | History | Reduced | 2,999 | 274 | 0.13% | 0.13% | 379 | -17 | -0.56% | Q1 2026 | Apr 10, 2026 |
| Urban Wealth Management, LLC | History | No change | 2,995 | 274 | 0.28% | 0.25% | 380 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,984 | 273 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,979 | 272 | 0.02% | 0.02% | 382 | -299 | -9.12% | Q1 2026 | Apr 28, 2026 |
| Westmount Partners, LLC | History | Added to | 2,955 | 270 | 0.07% | 0.07% | 383 | +5 | 0.17% | Q1 2026 | Apr 16, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,949 | 269 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,928 | 267 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | No change | 2,842 | 260 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,804 | 256 | 0.0% | 0.0% | 387 | -54 | -1.89% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | New | 2,760 | 252 | 0.0% | — | 388 | +2,760 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2,750 | 251 | 0.01% | — | 390 | +2,750 | New | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,746 | 251 | 0.0% | 0.0% | 389 | +34 | 1.25% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,740 | 250 | 0.0% | 0.0% | 391 | -2 | -0.07% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,724 | 249 | 0.0% | 0.0% | 392 | +840 | 44.59% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 2,711 | 248 | 0.01% | 0.01% | 394 | -1,305 | -32.5% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,715 | 248 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FineMark National Bank & Trust | History | No change | 2,760 | 246 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,675 | 244 | 0.0% | 0.28% | 396 | -426,732 | -99.38% | Q1 2026 | May 13, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 2,674 | 244 | 0.05% | 0.04% | 397 | +174 | 6.96% | Q1 2026 | May 06, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 2,597 | 237 | 0.07% | 0.07% | 398 | -155 | -5.63% | Q1 2026 | May 07, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,582 | 236 | 0.09% | 0.1% | 399 | -12 | -0.46% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,603 | 232 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,480 | 226 | 0.08% | 0.08% | 401 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,467 | 225 | 0.0% | — | 402 | +2,467 | New | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 2,436 | 222 | 0.01% | 0.01% | 403 | +49 | 2.05% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,409 | 220 | 0.0% | 0.01% | 405 | -37,910 | -94.03% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | No change | 2,410 | 220 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 2,389 | 218 | 0.01% | 0.02% | 406 | -954 | -28.54% | Q1 2026 | Apr 30, 2026 |
| WESPAC Advisors, LLC | History | New | 2,331 | 213 | 0.12% | — | 407 | +2,331 | New | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,317 | 212 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | New | 2,294 | 209 | 0.0% | — | 410 | +2,294 | New | Q1 2026 | May 05, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 2,285 | 209 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,283 | 208 | 0.03% | 0.03% | 411 | -305 | -11.79% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 2,270 | 207 | 0.04% | 0.05% | 412 | +2 | 0.09% | Q1 2026 | May 15, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 2,250 | 205 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAM Wealth Management, LLC | History | New | 2,201 | 201 | 0.15% | — | 414 | +2,201 | New | Q1 2026 | Apr 17, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 2,187 | 200 | 0.19% | — | 415 | +2,187 | New | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 1,891 | 173 | 0.0% | — | 417 | +1,891 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,899 | 173 | 0.06% | 0.06% | 416 | +5 | 0.26% | Q1 2026 | Apr 24, 2026 |
| BOKF, NA | History | Reduced | 1,810 | 165 | 0.0% | 0.0% | 418 | -1,000 | -35.59% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,800 | 164 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,697 | 151 | 0.07% | 0.07% | 420 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Rossby Financial, LCC | History | Added to | 1,597 | 147 | 0.03% | 0.03% | 421 | +593 | 59.06% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 1,500 | 137 | 0.0% | 0.0% | 422 | -86 | -5.42% | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,433 | 132 | 0.04% | 0.04% | 423 | -27 | -1.85% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,437 | 131 | 0.0% | 0.0% | 424 | +1,100 | 326.41% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,427 | 130 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | New | 1,407 | 128 | 0.04% | — | 427 | +1,407 | New | Q1 2026 | Apr 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,405 | 128 | 0.05% | 0.05% | 426 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,323 | 121 | 0.0% | 0.0% | 428 | -9 | -0.68% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 1,311 | 118 | 0.05% | — | 430 | +1,311 | New | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | No change | 1,300 | 118 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,196 | 109 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | No change | 1,088 | 99 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 1,066 | 97 | 0.03% | — | 433 | +1,066 | New | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,000 | 91 | 0.03% | — | 435 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 91 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 965 | 88 | 0.0% | 0.0% | 436 | -27 | -2.72% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 943 | 86 | 0.0% | 0.0% | 437 | -166 | -14.97% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 942 | 86 | 0.0% | 0.0% | 438 | +2 | 0.21% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 939 | 85 | 0.0% | 0.0% | 439 | -30 | -3.1% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | No change | 935 | 85 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | New | 900 | 82 | 0.24% | — | 441 | +900 | New | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 894 | 81 | 0.02% | 0.01% | 442 | +454 | 103.18% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 887 | 79 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 854 | 78 | 0.01% | 0.01% | 444 | +8 | 0.95% | Q1 2026 | Apr 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 814 | 74 | 0.01% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 800 | 73 | 0.06% | 0.04% | 446 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNION SAVINGS BANK | History | No change | 764 | 69 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Robbins Farley | History | No change | 717 | 65 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 700 | 64 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lavaca Capital LLC | History | Added to | 697 | 63 | 0.01% | 0.01% | 450 | +2 | 0.29% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 645 | 59 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 610 | 55 | 0.06% | 0.06% | 452 | -26 | -4.09% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | Reduced | 600 | 54 | 0.05% | 0.05% | 455 | -32 | -5.06% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 594 | 54 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Independence Bank of Kentucky | History | No change | 600 | 54 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 569 | 52 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | Added to | 555 | 50 | 0.04% | 0.04% | 457 | +1 | 0.18% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 537 | 49 | 0.01% | 0.01% | 459 | +1 | 0.19% | Q1 2026 | May 20, 2026 |
| Front Row Advisors LLC | History | No change | 540 | 49 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Smartleaf Asset Management LLC | History | New | 544 | 48 | 0.0% | — | 461 | +544 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 535 | 48 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 501 | 45 | 0.01% | — | 462 | +501 | New | Q1 2026 | May 01, 2026 |
| Forum Finance Group S.A. | History | New | 550 | 41 | 0.02% | — | 463 | +550 | New | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 420 | 38 | 0.0% | — | 465 | +420 | New | Q1 2026 | May 19, 2026 |
| Colonial Trust Co / SC | History | No change | 426 | 38 | 0.01% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 402 | 36 | 0.01% | 0.01% | 466 | -6 | -1.47% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 399 | 36 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | No change | 400 | 36 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 383 | 35 | 0.0% | — | 469 | +383 | New | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | No change | 374 | 34 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 370 | 33 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 351 | 32 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 325 | 30 | 0.0% | 0.0% | 473 | -55 | -14.47% | Q1 2026 | Apr 27, 2026 |
| First Pacific Financial | History | Added to | 331 | 30 | 0.0% | 0.0% | 474 | +1 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Wellington Grp LLC | History | Reduced | 325 | 29 | 0.01% | 0.01% | 475 | -115 | -26.14% | Q1 2026 | May 22, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 27 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Benson Wealth Management INC | History | No change | 304 | 27 | 0.04% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| High Point Wealth Management, LLC | History | Added to | 287 | 26 | 0.03% | 0.02% | 478 | +1 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 274 | 25 | 0.0% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 284 | 25 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 267 | 24 | 0.0% | 0.0% | 481 | -319 | -54.44% | Q1 2026 | Apr 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 257 | 23 | 0.01% | 0.0% | 483 | +154 | 149.51% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 257 | 23 | 0.01% | 0.01% | 484 | -13 | -4.81% | Q1 2026 | May 13, 2026 |
| First PREMIER Bank | History | No change | 250 | 23 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 246 | 22 | 0.0% | 0.0% | 485 | -557 | -69.36% | Q1 2026 | May 07, 2026 |
| 10Elms LLP | History | New | 250 | 22 | 0.01% | — | 487 | +250 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 248 | 22 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Solstein Capital, LLC | History | No change | 240 | 21 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 225 | 20 | 0.0% | 0.0% | 489 | +1 | 0.45% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 220 | 19 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 210 | 19 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | New | 202 | 18 | 0.0% | — | 495 | +202 | New | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 200 | 18 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 200 | 18 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 199 | 18 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 190 | 17 | 0.0% | — | 498 | +190 | New | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 187 | 17 | 0.0% | 0.0% | 496 | +124 | 196.83% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 198 | 17 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Manchester Capital Management LLC | History | No change | 166 | 15 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | Added to | 151 | 13 | 0.01% | 0.01% | 501 | +1 | 0.67% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | No change | 150 | 13 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | No change | 148 | 13 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 139 | 12 | 0.0% | 0.0% | 503 | -111 | -44.4% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 139 | 12 | 0.0% | 0.0% | 504 | -13 | -8.55% | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 127 | 11 | 0.0% | — | 507 | +127 | New | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 125 | 11 | 0.0% | 0.0% | 505 | +98 | 362.96% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 130 | 11 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 110 | 10 | 0.0% | — | 510 | +110 | New | Q1 2026 | Apr 28, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 115 | 10 | 0.01% | 0.01% | 508 | -7 | -5.74% | Q1 2026 | Apr 24, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 116 | 10 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 108 | 9 | 0.07% | 0.13% | 516 | -182 | -62.76% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 102 | 9 | 0.0% | 0.0% | 514 | +1 | 0.99% | Q1 2026 | May 01, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 100 | 9 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 87 | 8 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 97 | 8 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 83 | 7 | 0.0% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 67 | 6 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Monetary Solutions, Ltd | History | No change | 75 | 6 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SWAN Capital LLC | History | New | 51 | 4 | 0.0% | — | 523 | +51 | New | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | New | 37 | 3 | 0.0% | — | 525 | +37 | New | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 39 | 3 | 0.0% | 0.0% | 524 | +1 | 2.63% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 28 | 2 | 0.0% | — | 527 | +28 | New | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 528 | -134 | -93.06% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 529 | -28 | -68.29% | Q1 2026 | May 07, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.84% | — | -255,798 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 7.87% | — | -238,038 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 4.1% | — | -141,135 | -100.0% | Q1 2026 | Apr 10, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.4% | — | -93,126 | -100.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -74,789 | -100.0% | Q1 2026 | May 14, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -30,151 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 1.26% | — | -22,078 | -100.0% | Q1 2026 | May 12, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -18,166 | -100.0% | Q1 2026 | May 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.82% | — | -15,222 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,633 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -12,848 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -12,067 | -100.0% | Q1 2026 | May 08, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,267 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,002 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,645 | -100.0% | Q1 2026 | May 06, 2026 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.44% | — | -2,570 | -100.0% | Q1 2026 | May 07, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,527 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,437 | -100.0% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,418 | -100.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -2,354 | -100.0% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,340 | -100.0% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,278 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,180 | -100.0% | Q1 2026 | May 01, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,826 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -674 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -653 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Closed out | 0 | 0 | — | 0.02% | — | -604 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -351 | -100.0% | Q1 2026 | May 08, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -239 | -100.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -230 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Tidemark, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |