WisdomTree Trust - DGRW
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 | 11,704,650 | 1,028,136 | 0.08% | 0.08% | 1 | -214,723 | -1.8% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,696,187 | 1,027,393 | 0.59% | 0.6% | 2 | -612,284 | -4.97% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 11,527,081 | 1,012,538 | 0.27% | 0.3% | 3 | -692,506 | -5.67% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 8,988,724 | 789,569 | 0.05% | 0.05% | 4 | +476,607 | 5.6% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 7,220,684 | 634,264 | 32.86% | 30.9% | 5 | +309,867 | 4.48% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,841,705 | 600,992 | 0.14% | 0.14% | 6 | -197,642 | -2.81% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,440,502 | 302,213 | 0.09% | 0.09% | 7 | +26,535 | 0.78% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,832,094 | 248,771 | 0.26% | 0.28% | 8 | -36,987 | -1.29% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 2,766,363 | 242,997 | 0.04% | 0.04% | 9 | +87,790 | 3.28% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 2,589,945 | 227,500 | 0.24% | 0.24% | 10 | +139,133 | 5.68% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,157,249 | 189,492 | 0.05% | 0.06% | 11 | -192,302 | -8.18% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,654,013 | 145,288 | 0.03% | 0.03% | 12 | -29,329 | -1.74% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,507,750 | 132,442 | 0.02% | 0.02% | 13 | -110,828 | -6.85% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,407,611 | 123,644 | 0.58% | 0.6% | 14 | -11,920 | -0.84% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 1,319,213 | 115,879 | 0.13% | 0.14% | 15 | -39,470 | -2.91% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,215,864 | 106,801 | 3.41% | 3.02% | 16 | +199,582 | 19.64% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,149,149 | 100,941 | 0.51% | 0.53% | 17 | +64,511 | 5.95% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,098,933 | 96,530 | 0.53% | 0.64% | 18 | -87,417 | -7.37% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,079,247 | 94,801 | 1.1% | 1.67% | 19 | -456,062 | -29.7% | Q1 2026 | May 08, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 1,026,457 | 90,163 | 5.09% | 5.98% | 20 | +35,461 | 3.58% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 940,629 | 82,624 | 3.31% | 3.32% | 21 | +14,384 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 930,174 | 81,706 | 6.59% | 6.71% | 22 | +30,454 | 3.38% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 927,276 | 81,451 | 0.11% | 0.12% | 23 | -103,269 | -10.02% | Q1 2026 | Apr 27, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 874,519 | 79,388 | 5.82% | 5.85% | 24 | +1,942 | 0.22% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 854,542 | 76,421 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 856,692 | 75,251 | 0.14% | 0.0% | 26 | +849,982 | 12667.39% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | Added to | 829,962 | 72,903 | 5.68% | 5.62% | 27 | +6,934 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Glassman Wealth Services | History | Reduced | 813,128 | 71,425 | 9.71% | 10.15% | 28 | -28,167 | -3.35% | Q1 2026 | May 04, 2026 |
| LM Advisors LLC | History | Added to | 6,168 | 70,215 | 1.11% | 0.48% | 29 | +3,803 | 160.8% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 770,424 | 67,674 | 0.26% | 0.28% | 30 | +3,860 | 0.5% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 761,831 | 66,900 | 0.12% | 0.13% | 31 | -689 | -0.09% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 723,634 | 63,564 | 0.11% | 0.18% | 32 | -393,814 | -35.24% | Q1 2026 | May 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 722,416 | 63,457 | 8.87% | 10.12% | 33 | -95,909 | -11.72% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 716,773 | 63,119 | 0.13% | 0.15% | 34 | -509,007 | -41.53% | Q1 2026 | Apr 08, 2026 |
| SNS Financial Group, LLC | History | Added to | 717,040 | 62,984 | 5.43% | 5.42% | 35 | +13,259 | 1.88% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 664,879 | 58,402 | 0.63% | 0.01% | 36 | +660,044 | 13651.38% | Q1 2026 | May 12, 2026 |
| IAM Advisory, LLC | History | Added to | 663,745 | 58,303 | 13.06% | 13.15% | 37 | +1,917 | 0.29% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 657,804 | 56,340 | 0.0% | 0.0% | 38 | +22,366 | 3.52% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 614,688 | 54,971 | 0.35% | 0.49% | 39 | -194,863 | -24.07% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 606,427 | 53,268 | 0.16% | 0.17% | 40 | -23,165 | -3.68% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 603,626 | 53,022 | 10.41% | 10.64% | 41 | -19,720 | -3.16% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 597,611 | 52,503 | 0.08% | 0.09% | 42 | -58,573 | -8.93% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 581,216 | 51,054 | 0.06% | 0.06% | 43 | +17,128 | 3.04% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 574,692 | 50,480 | 5.04% | 5.14% | 44 | -3,448 | -0.6% | Q1 2026 | Apr 30, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 568,471 | 49,934 | 10.17% | 10.0% | 45 | -48,103 | -7.8% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 568,241 | 49,914 | 2.09% | — | 46 | +568,241 | New | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 533,930 | 46,900 | 6.31% | 5.96% | 47 | +6,070 | 1.15% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 527,285 | 46,316 | 0.12% | 0.13% | 48 | -11,771 | -2.18% | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | Added to | 522,039 | 45,855 | 4.51% | 3.8% | 49 | +58,981 | 12.74% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 520,236 | 45,698 | 0.12% | 0.1% | 50 | +113,523 | 27.91% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Planning LLC | History | Reduced | 513,030 | 45,064 | 13.61% | 15.19% | 51 | -46,475 | -8.31% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 510,077 | 44,805 | 6.28% | 6.27% | 52 | -4,905 | -0.95% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 509,821 | 44,782 | 0.44% | 0.45% | 53 | +460 | 0.09% | Q1 2026 | May 08, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 507,774 | 44,602 | 12.37% | 11.98% | 54 | -15,460 | -2.95% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 498,699 | 43,805 | 1.2% | 1.4% | 55 | -18,016 | -3.49% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 497,887 | 43,734 | 4.51% | 4.56% | 56 | +14,589 | 3.02% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 490,870 | 43,117 | 0.04% | 0.04% | 57 | +10,815 | 2.25% | Q1 2026 | May 12, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 390,211 | 36,453 | 7.19% | 6.89% | 58 | -5,567 | -1.41% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 411,010 | 36,103 | 0.45% | 0.46% | 59 | -2,361 | -0.57% | Q1 2026 | Apr 20, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 409,789 | 35,995 | 14.58% | 14.5% | 60 | +21,725 | 5.6% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 406,724 | 35,726 | 0.74% | 0.78% | 61 | +16,186 | 4.14% | Q1 2026 | Apr 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 398,649 | 35,017 | 6.98% | 6.62% | 62 | +16,544 | 4.33% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | Added to | 391,711 | 34,407 | 15.62% | 15.73% | 63 | +3,947 | 1.02% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 390,416 | 34,294 | 0.17% | 0.21% | 64 | -21,201 | -5.15% | Q1 2026 | May 04, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 390,000 | 34,258 | 3.78% | 4.02% | 65 | -135,000 | -25.71% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 379,846 | 33,365 | 7.51% | 7.74% | 66 | +11,352 | 3.08% | Q1 2026 | Apr 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 375,339 | 32,969 | 3.71% | 3.65% | 67 | +26,162 | 7.49% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 366,729 | 32,213 | 0.38% | 0.39% | 68 | -16,861 | -4.4% | Q1 2026 | May 13, 2026 |
| Sanchez Wealth Management Group | History | Added to | 365,552 | 32,110 | 6.94% | 6.89% | 69 | +5,463 | 1.52% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 358,819 | 30,786 | 0.01% | 0.02% | 70 | +26,809 | 8.07% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 332,954 | 29,246 | 1.07% | 1.06% | 71 | +4,116 | 1.25% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 328,365 | 28,843 | 3.19% | 3.36% | 72 | -6,010 | -1.8% | Q1 2026 | May 11, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 327,972 | 28,809 | 11.31% | 11.41% | 73 | +5,355 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 322,088 | 28,372 | 0.49% | 0.5% | 74 | +12,521 | 4.04% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 318,370 | 27,965 | 0.36% | 0.35% | 75 | +16,072 | 5.32% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 317,691 | 27,906 | 0.05% | 0.05% | 76 | -15,032 | -4.52% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 316,695 | 27,818 | 0.04% | 0.04% | 77 | -19,031 | -5.67% | Q1 2026 | May 15, 2026 |
| Stenger Family Office, LLC | History | New | 307,503 | 26,977 | 4.77% | — | 78 | +307,503 | New | Q1 2026 | Apr 29, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 296,463 | 26,041 | 8.2% | 8.14% | 79 | -1,979 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 294,509 | 25,869 | 2.11% | 1.93% | 80 | +39,232 | 15.37% | Q1 2026 | Apr 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 287,570 | 25,260 | 2.38% | 2.37% | 81 | +2,515 | 0.88% | Q1 2026 | Apr 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 283,428 | 24,896 | 2.08% | 1.92% | 82 | +27,451 | 10.72% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 282,700 | 24,832 | 0.07% | 0.07% | 83 | -43,065 | -13.22% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 277,773 | 24,399 | 0.89% | 0.92% | 84 | +53,933 | 24.09% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 272,557 | 23,941 | 0.26% | 0.36% | 85 | -78,632 | -22.39% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 269,078 | 23,635 | 0.03% | 0.04% | 86 | -27,876 | -9.39% | Q1 2026 | Apr 27, 2026 |
| CVFG LLC | History | New | 266,242 | 23,386 | 2.91% | — | 87 | +266,242 | New | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 263,766 | 23,169 | 0.15% | 0.16% | 88 | -5,587 | -2.07% | Q1 2026 | Apr 27, 2026 |
| SK Wealth Management, LLC | History | Reduced | 258,309 | 22,842 | 6.34% | 6.95% | 89 | -14,129 | -5.19% | Q1 2026 | May 06, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 241,906 | 21,249 | 8.7% | 8.45% | 90 | +16,644 | 7.39% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 237,640 | 20,874 | 0.04% | 0.0% | 91 | +209,259 | 737.32% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 236,963 | 20,815 | 0.05% | 0.05% | 92 | -9,698 | -3.93% | Q1 2026 | Apr 22, 2026 |
| ACT Advisors, LLC. | History | Added to | 234,126 | 20,565 | 8.75% | 8.09% | 93 | +4,541 | 1.98% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 232,570 | 20,429 | 0.12% | 0.13% | 94 | +4,367 | 1.91% | Q1 2026 | May 05, 2026 |
| Compass Financial Services Inc | History | Reduced | 227,624 | 19,994 | 8.66% | 12.55% | 95 | -97,928 | -30.08% | Q1 2026 | May 01, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 226,430 | 19,889 | 12.7% | 16.0% | 96 | -36,231 | -13.79% | Q1 2026 | Apr 23, 2026 |
| MOR Wealth Management, LLC | History | Added to | 220,333 | 19,354 | 8.88% | 8.66% | 97 | +8,463 | 3.99% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 219,348 | 19,267 | 0.01% | 0.01% | 98 | +1,664 | 0.76% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 217,227 | 19,081 | 0.1% | 0.13% | 99 | -40,754 | -15.8% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 217,078 | 19,068 | 2.48% | 2.26% | 100 | +23,944 | 12.4% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Reduced | 209,339 | 18,388 | 0.21% | 0.29% | 101 | -77,077 | -26.91% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 207,969 | 18,267 | 1.25% | 1.22% | 102 | +10,568 | 5.35% | Q1 2026 | Apr 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 203,008 | 17,832 | 13.51% | 14.47% | 103 | +9,978 | 5.17% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 197,760 | 17,685 | 1.32% | 1.32% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 200,179 | 17,583 | 7.71% | 8.18% | 105 | +3,667 | 1.87% | Q1 2026 | Apr 10, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 197,697 | 17,365 | 6.28% | 6.06% | 106 | +5,456 | 2.84% | Q1 2026 | May 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 193,500 | 16,997 | 1.48% | 1.44% | 107 | +2,949 | 1.55% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 193,059 | 16,958 | 0.3% | 0.3% | 108 | +350 | 0.18% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 186,058 | 16,343 | 1.21% | 1.24% | 109 | -236 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 177,659 | 15,605 | 0.56% | 0.55% | 110 | +1,869 | 1.06% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 177,509 | 15,592 | 0.61% | 0.9% | 111 | +87,250 | 96.67% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 389,160 | 15,504 | 0.72% | 0.17% | 112 | -137,396 | -26.09% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 180,457 | 15,456 | 0.56% | 0.71% | 113 | -26,777 | -12.92% | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 174,355 | 15,315 | 6.39% | 6.53% | 114 | +982 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 165,524 | 14,539 | 7.25% | 7.19% | 115 | +3,265 | 2.01% | Q1 2026 | May 15, 2026 |
| Lauer Wealth, LLC | History | Reduced | 156,981 | 14,202 | 11.31% | 10.59% | 116 | -398 | -0.25% | Q1 2026 | Apr 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 158,400 | 13,913 | 8.55% | 9.21% | 117 | +6,687 | 4.41% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 157,328 | 13,819 | 0.01% | 0.01% | 118 | -63,868 | -28.87% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 151,687 | 13,323 | 0.24% | 0.31% | 119 | -30,463 | -16.72% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 146,342 | 12,854 | 5.87% | 6.13% | 120 | +3,922 | 2.75% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Added to | 145,669 | 12,795 | 1.01% | 1.03% | 121 | +794 | 0.55% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | Added to | 140,238 | 12,318 | 1.52% | 1.54% | 122 | +1,997 | 1.44% | Q1 2026 | Apr 17, 2026 |
| Williams Financial, LLC | History | Reduced | 139,329 | 12,238 | 7.12% | 7.25% | 123 | -864 | -0.62% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 135,309 | 11,885 | 8.76% | 8.95% | 124 | +3,495 | 2.65% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 135,254 | 11,880 | 0.38% | 0.42% | 125 | +6,935 | 5.4% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 133,853 | 11,757 | 1.06% | 1.07% | 126 | -686 | -0.51% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 127,643 | 11,212 | 1.25% | 1.29% | 127 | +3,183 | 2.56% | Q1 2026 | Apr 29, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 123,241 | 10,825 | 6.89% | 6.9% | 128 | -958 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 123,167 | 10,818 | 0.08% | 0.09% | 129 | +926 | 0.76% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 121,807 | 10,699 | 0.13% | 0.12% | 130 | +19,328 | 18.86% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 121,030 | 10,631 | 0.17% | 0.18% | 131 | -1,497 | -1.22% | Q1 2026 | Apr 27, 2026 |
| Darrow Company, Inc. | History | Added to | 120,485 | 10,574 | 4.76% | 4.63% | 132 | +5,319 | 4.62% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 119,404 | 10,488 | 6.86% | 6.84% | 133 | +3,593 | 3.1% | Q1 2026 | May 07, 2026 |
| Alpha Zero LLC | History | Added to | 117,853 | 10,352 | 5.24% | 5.53% | 134 | +4,686 | 4.14% | Q1 2026 | May 07, 2026 |
| MBA Advisors LLC | History | Added to | 117,076 | 10,283 | 3.95% | 4.02% | 135 | +5,536 | 4.96% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 116,174 | 10,204 | 0.2% | 0.21% | 136 | -3,065 | -2.57% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 115,736 | 10,166 | 0.31% | 0.34% | 137 | -583 | -0.5% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 114,560 | 10,063 | 0.11% | 0.13% | 138 | -18,889 | -14.15% | Q1 2026 | Apr 28, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 114,118 | 10,024 | 1.45% | 1.34% | 139 | +2,215 | 1.98% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Added to | 111,860 | 9,825 | 6.91% | 6.85% | 140 | +255 | 0.23% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 108,637 | 9,542 | 0.05% | 0.06% | 141 | -3,410 | -3.04% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 106,321 | 9,339 | 0.84% | 0.88% | 142 | +4,401 | 4.32% | Q1 2026 | May 06, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 105,557 | 9,272 | 0.79% | 0.9% | 143 | -14,498 | -12.08% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 97,143 | 9,248 | 0.25% | 0.47% | 144 | -27,550 | -22.09% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 104,620 | 9,189 | 0.22% | 0.22% | 145 | -372 | -0.35% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 104,374 | 9,168 | 0.4% | 0.48% | 146 | -10,209 | -8.91% | Q1 2026 | Apr 28, 2026 |
| CERTUITY, LLC | History | Reduced | 104,243 | 9,156 | 0.6% | 0.73% | 147 | -25,729 | -19.8% | Q1 2026 | May 11, 2026 |
| Fiduciary Group, LLC | History | Added to | 100,871 | 8,860 | 0.76% | 0.73% | 148 | +3,800 | 3.91% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 100,828 | 8,856 | 0.01% | 0.0% | 149 | +71,297 | 241.43% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 96,363 | 8,464 | 1.53% | 1.57% | 150 | +3,269 | 3.51% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 94,746 | 8,323 | 0.05% | 0.06% | 151 | -10,847 | -10.27% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 94,093 | 8,265 | 0.63% | 0.4% | 152 | +66,317 | 238.76% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 91,948 | 8,076 | 0.36% | 0.39% | 153 | -5,090 | -5.25% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 89,988 | 7,913 | 0.04% | 0.04% | 154 | +3,919 | 4.55% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 89,773 | 7,885 | 5.52% | 5.87% | 155 | +286 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Horizon Investments, LLC | History | Added to | 89,238 | 7,832 | 0.09% | 0.05% | 156 | +46,058 | 106.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 89,101 | 7,826 | 0.06% | 0.07% | 157 | -14,658 | -14.13% | Q1 2026 | Apr 15, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 88,125 | 7,740 | 3.77% | 3.37% | 158 | +11,078 | 14.38% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 86,701 | 7,615 | 0.01% | 0.01% | 159 | -2,641 | -2.96% | Q1 2026 | May 14, 2026 |
| Gray Private Wealth, LLC | History | Added to | 86,579 | 7,605 | 3.82% | 3.71% | 160 | +1,699 | 2.0% | Q1 2026 | May 06, 2026 |
| Ethos Financial Group, LLC | History | New | 85,737 | 7,529 | 0.55% | — | 161 | +85,737 | New | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 85,279 | 7,490 | 0.48% | 0.47% | 162 | -11 | -0.01% | Q1 2026 | Apr 27, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 84,537 | 7,425 | 5.35% | 5.52% | 163 | +329 | 0.39% | Q1 2026 | Apr 17, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 84,112 | 7,388 | 4.23% | 4.49% | 164 | +3,265 | 4.04% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 80,564 | 7,204 | 2.09% | 2.09% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 81,600 | 7,167 | 0.71% | 0.75% | 166 | -1,448 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 78,907 | 6,950 | 0.07% | 0.09% | 167 | -12,851 | -14.01% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 76,325 | 6,704 | 0.01% | 0.01% | 168 | +2,153 | 2.9% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 75,772 | 6,655 | 0.73% | 1.16% | 169 | -47,275 | -38.42% | Q1 2026 | Apr 28, 2026 |
| White Pine Investment CO | History | Added to | 74,032 | 6,503 | 1.51% | 1.51% | 170 | +2,186 | 3.04% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 73,818 | 6,484 | 0.14% | 0.15% | 171 | -8,122 | -9.91% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 73,545 | 6,460 | 0.15% | 0.23% | 172 | -30,159 | -29.08% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 72,162 | 6,338 | 3.37% | 3.55% | 173 | +320 | 0.45% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 73,709 | 6,241 | 0.01% | 0.01% | 174 | -5,885 | -7.39% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 70,737 | 6,213 | 0.05% | 0.05% | 175 | -3,837 | -5.15% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 70,224 | 6,168 | 0.0% | 0.0% | 176 | +13,562 | 23.93% | Q1 2026 | May 15, 2026 |
| CPWA, LLC | History | New | 64,897 | 6,166 | 7.37% | — | 177 | +64,897 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 70,172 | 6,163 | 0.29% | 0.3% | 178 | +1,567 | 2.28% | Q1 2026 | Apr 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 70,126 | 6,159 | 3.59% | 3.79% | 179 | +1,809 | 2.65% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 66,263 | 5,820 | 0.42% | 0.42% | 180 | -16 | -0.02% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 65,585 | 5,761 | 0.44% | 0.34% | 181 | +18,732 | 39.98% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 64,192 | 5,641 | 0.09% | 0.12% | 182 | -20,260 | -23.99% | Q1 2026 | Apr 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 64,100 | 5,630 | 2.3% | 2.39% | 183 | +1,188 | 1.89% | Q1 2026 | Apr 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 63,806 | 5,604 | 0.84% | 0.82% | 184 | +993 | 1.58% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 63,729 | 5,597 | 0.07% | 0.08% | 185 | +421 | 0.67% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 63,186 | 5,550 | 0.42% | 0.39% | 186 | +4,514 | 7.69% | Q1 2026 | Apr 14, 2026 |
| Thomasville National Bank | History | No change | 60,929 | 5,448 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 60,202 | 5,288 | 0.18% | 0.13% | 188 | -371 | -0.61% | Q1 2026 | Apr 23, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 60,023 | 5,272 | 1.19% | 1.08% | 189 | +6,438 | 12.01% | Q1 2026 | Apr 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 56,023 | 5,268 | 1.12% | 1.33% | 190 | -9,166 | -14.06% | Q1 2026 | May 01, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 59,790 | 5,251 | 1.57% | 1.64% | 191 | -979 | -1.61% | Q1 2026 | May 20, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 58,892 | 5,173 | 0.03% | 0.02% | 192 | +1,399 | 2.43% | Q1 2026 | May 26, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 58,442 | 5,133 | 1.68% | 2.97% | 193 | -65,130 | -52.71% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 58,293 | 5,120 | 0.04% | 0.04% | 194 | +747 | 1.3% | Q1 2026 | Apr 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 58,165 | 5,109 | 0.55% | 0.58% | 195 | -1,095 | -1.85% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,400 | 4,954 | 0.05% | 0.07% | 196 | -8,615 | -13.25% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 56,263 | 4,942 | 2.7% | 2.4% | 197 | +7,035 | 14.29% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 56,212 | 4,937 | 0.16% | 0.15% | 198 | +2,658 | 4.96% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 55,880 | 4,908 | 0.52% | 0.52% | 199 | -1,205 | -2.11% | Q1 2026 | Apr 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 55,581 | 4,882 | 1.12% | 1.13% | 200 | -22 | -0.04% | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 53,555 | 4,704 | 4.96% | 7.3% | 201 | -22,952 | -30.0% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Added to | 53,499 | 4,699 | 0.6% | 0.6% | 202 | +1,327 | 2.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,134 | 4,667 | 0.0% | 0.0% | 203 | +4,109 | 8.38% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 53,023 | 4,657 | 0.21% | 0.24% | 204 | -5,086 | -8.75% | Q1 2026 | May 12, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 52,813 | 4,639 | 2.73% | — | 205 | +52,813 | New | Q1 2026 | May 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 52,295 | 4,593 | 1.68% | 1.63% | 206 | +380 | 0.73% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 51,910 | 4,559 | 2.72% | 2.83% | 207 | -210 | -0.4% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Reduced | 51,280 | 4,504 | 0.06% | 0.06% | 208 | -38 | -0.07% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 50,634 | 4,447 | 1.0% | 1.22% | 209 | -6,271 | -11.02% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,044 | 4,395 | 0.05% | 0.06% | 210 | +3,880 | 8.4% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 49,986 | 4,390 | 0.06% | 0.08% | 211 | -12,646 | -20.19% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 49,501 | 4,348 | 1.67% | 1.67% | 212 | -642 | -1.28% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 49,145 | 4,316 | 0.04% | 0.03% | 213 | +6,165 | 14.34% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 49,016 | 4,305 | 0.05% | 0.06% | 214 | +5,803 | 13.43% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 48,687 | 4,276 | 0.15% | 0.17% | 215 | -6,916 | -12.44% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Reduced | 48,627 | 4,271 | 0.94% | 1.0% | 216 | -1,818 | -3.6% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 47,007 | 4,267 | 0.24% | 0.24% | 217 | +824 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 47,268 | 4,152 | 0.69% | 0.75% | 218 | -1,307 | -2.69% | Q1 2026 | May 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 46,910 | 4,120 | 2.54% | 2.76% | 219 | -1,578 | -3.25% | Q1 2026 | Apr 15, 2026 |
| Winter & Associates, Inc. | History | Reduced | 45,541 | 4,027 | 3.53% | 4.5% | 220 | -8,872 | -16.3% | Q1 2026 | Apr 08, 2026 |
| Vines Capital Management, LLC | History | Added to | 44,739 | 3,929 | 3.89% | 3.86% | 221 | +488 | 1.1% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 44,644 | 3,921 | 0.07% | 0.07% | 222 | -271 | -0.6% | Q1 2026 | Apr 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 44,575 | 3,915 | 2.09% | 2.1% | 223 | +2,427 | 5.76% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,415 | 3,901 | 0.0% | 0.0% | 224 | +1,816 | 4.26% | Q1 2026 | May 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 44,252 | 3,887 | 1.37% | 1.36% | 225 | +3,776 | 9.33% | Q1 2026 | Apr 21, 2026 |
| Family Capital Management, Inc. | History | Reduced | 44,150 | 3,878 | 1.72% | 4.58% | 226 | -71,106 | -61.69% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 42,841 | 3,875 | 0.12% | 0.13% | 227 | +263 | 0.62% | Q1 2026 | Apr 09, 2026 |
| Lantz Financial LLC | History | Added to | 43,497 | 3,820 | 0.79% | 0.82% | 228 | +71 | 0.16% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,175 | 3,792 | 0.0% | 0.0% | 229 | +15,628 | 56.73% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 42,808 | 3,760 | 0.0% | 0.0% | 230 | +35,430 | 480.21% | Q1 2026 | May 13, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 42,494 | 3,732 | 0.83% | 0.91% | 231 | -2,387 | -5.32% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 42,419 | 3,726 | 0.39% | 0.4% | 232 | +995 | 2.4% | Q1 2026 | May 04, 2026 |
| Osbon Capital Management LLC | History | Reduced | 41,794 | 3,671 | 3.0% | 3.67% | 233 | -2,056 | -4.69% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 41,771 | 3,669 | 0.03% | 0.03% | 234 | -205 | -0.49% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 41,741 | 3,666 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 41,433 | 3,639 | 1.55% | 0.56% | 236 | +26,007 | 168.59% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 41,372 | 3,634 | 0.07% | 0.07% | 237 | +961 | 2.38% | Q1 2026 | Apr 17, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 38,219 | 3,587 | 0.75% | 1.16% | 238 | -21,225 | -35.71% | Q1 2026 | May 04, 2026 |
| Lansing Street Advisors | History | Reduced | 39,955 | 3,509 | 0.88% | 0.92% | 239 | -501 | -1.24% | Q1 2026 | Apr 28, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 39,373 | 3,458 | 1.04% | 1.0% | 240 | +2,153 | 5.78% | Q1 2026 | Apr 20, 2026 |
| Harvest Investment Services, LLC | History | Added to | 37,808 | 3,321 | 0.61% | 0.63% | 241 | +342 | 0.91% | Q1 2026 | May 14, 2026 |
| Oxbow Advisors, LLC | History | Added to | 37,227 | 3,269 | 0.28% | 0.22% | 242 | +8,746 | 30.71% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,823 | 3,234 | 0.05% | 0.04% | 243 | +13,214 | 55.97% | Q1 2026 | May 18, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 36,760 | 3,228 | 1.62% | 1.75% | 244 | -3,085 | -7.74% | Q1 2026 | May 15, 2026 |
| Banco de Sabadell, S.A | History | Added to | 37,481 | 3,214 | 2.13% | 1.97% | 245 | +3,680 | 10.89% | Q1 2026 | May 08, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 36,291 | 3,207 | 1.22% | 1.35% | 246 | -1,309 | -3.48% | Q1 2026 | Apr 15, 2026 |
| Berkeley, Inc | History | Reduced | 34,774 | 3,054 | 1.02% | 2.2% | 247 | -42,421 | -54.95% | Q1 2026 | Apr 24, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 33,149 | 2,911 | 3.47% | 3.07% | 248 | -6,444 | -16.28% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 31,159 | 2,911 | 0.32% | 0.4% | 249 | -875 | -2.73% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 32,834 | 2,884 | 0.23% | 0.26% | 250 | +2,161 | 7.05% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 32,817 | 2,882 | 0.0% | 0.0% | 251 | +1,353 | 4.3% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,239 | 2,831 | 0.01% | 0.01% | 252 | +513 | 1.62% | Q1 2026 | May 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 31,678 | 2,782 | 1.29% | 1.66% | 253 | -7,320 | -18.77% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 31,174 | 2,738 | 0.14% | 0.14% | 254 | +624 | 2.04% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 31,130 | 2,734 | 1.89% | 1.65% | 255 | +3,292 | 11.83% | Q1 2026 | Apr 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 30,979 | 2,721 | 0.87% | 0.82% | 256 | +1,776 | 6.08% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 30,481 | 2,677 | 0.15% | 0.16% | 257 | -31 | -0.1% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisory Group | History | No change | 30,386 | 2,669 | 2.01% | 2.09% | 258 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 30,136 | 2,647 | 0.2% | 0.22% | 259 | -727 | -2.36% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 29,466 | 2,588 | 0.21% | 0.22% | 260 | +152 | 0.52% | Q1 2026 | Apr 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 29,371 | 2,579 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 29,154 | 2,560 | 0.56% | 0.63% | 262 | -2,308 | -7.34% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,880 | 2,536 | 0.0% | 0.0% | 263 | -9,732 | -25.2% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 28,723 | 2,523 | 1.3% | 1.28% | 264 | +741 | 2.65% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,611 | 2,513 | 0.0% | 0.0% | 265 | +3,917 | 15.86% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 28,262 | 2,482 | 0.09% | 0.09% | 266 | -311 | -1.09% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 28,171 | 2,474 | 0.37% | 0.37% | 267 | +1,461 | 5.47% | Q1 2026 | Apr 16, 2026 |
| Southland Equity Partners LLC | History | Reduced | 27,828 | 2,444 | 0.48% | 0.5% | 268 | -302 | -1.07% | Q1 2026 | Apr 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,817 | 2,443 | 0.01% | 0.01% | 269 | -367 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 27,811 | 2,442 | 1.98% | 2.12% | 270 | -367 | -1.3% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 27,759 | 2,438 | 0.03% | 0.02% | 271 | +10,195 | 58.04% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 27,477 | 2,413 | 0.07% | 0.06% | 272 | -571 | -2.04% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 27,121 | 2,382 | 0.99% | 1.68% | 273 | -21,497 | -44.22% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 27,028 | 2,374 | 0.08% | 0.53% | 274 | -152,811 | -84.97% | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 26,473 | 2,367 | 2.06% | 2.06% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 26,904 | 2,363 | 0.14% | 0.15% | 276 | -1,383 | -4.89% | Q1 2026 | May 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 26,723 | 2,363 | 0.14% | 0.15% | 277 | -426 | -1.57% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 26,720 | 2,347 | 0.01% | 0.01% | 278 | -333 | -1.23% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 26,399 | 2,318 | 1.15% | 1.22% | 279 | -2,164 | -7.58% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,386 | 2,317 | 0.0% | — | 280 | +26,386 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,759 | 2,303 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 25,651 | 2,253 | 0.01% | 0.01% | 282 | +352 | 1.39% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,050 | 2,200 | 0.03% | 0.04% | 283 | +1,942 | 8.4% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 24,765 | 2,175 | 0.72% | 0.77% | 284 | -1,008 | -3.91% | Q1 2026 | Apr 09, 2026 |
| Vise Technologies, Inc. | History | No change | 23,966 | 2,143 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 23,954 | 2,104 | 0.36% | 0.36% | 286 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 23,907 | 2,100 | 0.73% | 0.77% | 287 | +62 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 23,774 | 2,088 | 0.22% | 0.24% | 288 | -2,282 | -8.76% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | New | 23,670 | 2,079 | 0.05% | — | 289 | +23,670 | New | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 23,666 | 2,078 | 0.35% | 0.32% | 290 | +2,502 | 11.82% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,634 | 2,075 | 0.03% | 0.05% | 291 | -7,057 | -22.99% | Q1 2026 | Apr 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 23,601 | 2,073 | 0.03% | 0.04% | 292 | +464 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,537 | 2,067 | 0.05% | 0.05% | 293 | +6 | 0.03% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 23,530 | 2,066 | 0.51% | 0.69% | 294 | -8,849 | -27.33% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 23,465 | 2,061 | 0.47% | 0.49% | 295 | -388 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 21,774 | 2,043 | 0.43% | 0.46% | 296 | +29 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,861 | 1,961 | 0.04% | 0.05% | 297 | +14 | 0.07% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Added to | 22,315 | 1,960 | 0.37% | 0.37% | 298 | +1,891 | 9.26% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 22,263 | 1,955 | 0.04% | 0.04% | 299 | +559 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 22,161 | 1,946 | 1.57% | 1.54% | 300 | +12 | 0.05% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 22,136 | 1,944 | 0.01% | 0.01% | 301 | +6,804 | 44.38% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 21,818 | 1,916 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 21,779 | 1,913 | 0.14% | 0.14% | 303 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 21,562 | 1,893 | 0.31% | 0.34% | 304 | -6,715 | -23.75% | Q1 2026 | May 15, 2026 |
| Sherman Wealth Management LLC | History | Added to | 21,468 | 1,885 | 1.62% | 1.65% | 305 | +217 | 1.02% | Q1 2026 | Apr 13, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 21,147 | 1,857 | 0.75% | 0.71% | 306 | +695 | 3.4% | Q1 2026 | Apr 27, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 20,935 | 1,838 | 1.2% | 1.2% | 307 | -1,230 | -5.55% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,784 | 1,825 | 0.04% | 0.05% | 308 | +40 | 0.19% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 20,492 | 1,799 | 0.01% | 0.01% | 310 | +1,406 | 7.37% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 20,487 | 1,799 | 0.26% | 0.26% | 309 | +236 | 1.17% | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 20,369 | 1,789 | 0.07% | 0.06% | 311 | -46 | -0.23% | Q1 2026 | May 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 20,080 | 1,765 | 0.55% | 0.55% | 312 | +833 | 4.33% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 19,824 | 1,741 | 0.03% | 0.02% | 313 | +12,893 | 186.02% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 18,482 | 1,736 | 0.39% | 0.42% | 314 | -468 | -2.47% | Q1 2026 | May 08, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 19,728 | 1,732 | 0.64% | 0.73% | 315 | -1,987 | -9.15% | Q1 2026 | Apr 23, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 19,674 | 1,728 | 0.6% | 0.72% | 316 | -3,341 | -14.52% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 19,319 | 1,696 | 0.09% | 0.14% | 317 | -5,505 | -22.18% | Q1 2026 | Apr 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 19,138 | 1,681 | 0.21% | — | 318 | +19,138 | New | Q1 2026 | May 18, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 18,815 | 1,677 | 0.11% | 0.14% | 319 | -2,989 | -13.71% | Q1 2026 | May 12, 2026 |
| GGM Financial LLC | History | Added to | 19,021 | 1,670 | 0.77% | 0.81% | 320 | +461 | 2.48% | Q1 2026 | May 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 18,715 | 1,643 | 0.57% | 0.49% | 321 | +3,155 | 20.28% | Q1 2026 | Apr 27, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 18,668 | 1,639 | 0.46% | 0.45% | 322 | -2,215 | -10.61% | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 18,612 | 1,634 | 0.88% | 0.94% | 323 | -757 | -3.91% | Q1 2026 | May 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 18,470 | 1,622 | 0.48% | 0.43% | 324 | +2,675 | 16.94% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 18,340 | 1,611 | 0.04% | 0.04% | 325 | +189 | 1.04% | Q1 2026 | May 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 18,098 | 1,600 | 0.17% | 0.25% | 326 | -499 | -2.68% | Q1 2026 | Apr 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 17,831 | 1,566 | 0.18% | 0.09% | 327 | +9,200 | 106.59% | Q1 2026 | Apr 16, 2026 |
| NewSquare Capital LLC | History | Added to | 17,751 | 1,559 | 0.14% | 0.13% | 328 | +870 | 5.15% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 17,709 | 1,555 | 0.2% | — | 329 | +17,709 | New | Q1 2026 | Apr 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 17,666 | 1,551 | 0.89% | 0.88% | 330 | -338 | -1.88% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 17,546 | 1,541 | 0.06% | 0.05% | 331 | +7 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 17,423 | 1,530 | 0.12% | 0.12% | 332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 17,371 | 1,525 | 0.07% | 0.08% | 333 | -317 | -1.79% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Reduced | 17,179 | 1,509 | 0.12% | 0.13% | 334 | -1,463 | -7.85% | Q1 2026 | Apr 22, 2026 |
| Ruggaard & Associates LLC | History | Added to | 17,071 | 1,499 | 0.59% | 0.59% | 335 | +299 | 1.78% | Q1 2026 | May 26, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 17,063 | 1,498 | 0.55% | 0.55% | 336 | +824 | 5.07% | Q1 2026 | May 05, 2026 |
| Ridge Creek Global, Inc | History | No change | 16,960 | 1,489 | 1.26% | 1.27% | 337 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,881 | 1,482 | 0.05% | 0.05% | 338 | +311 | 1.88% | Q1 2026 | Apr 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 16,836 | 1,479 | 1.05% | 1.03% | 339 | +30 | 0.18% | Q1 2026 | May 08, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 18,434 | 1,472 | 0.46% | 0.29% | 340 | +938 | 5.36% | Q1 2026 | Apr 23, 2026 |
| Quartz Partners, LLC | History | Added to | 16,689 | 1,465 | 0.57% | 0.47% | 341 | +2,502 | 17.64% | Q1 2026 | May 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 16,608 | 1,458 | 0.34% | 0.34% | 342 | +20 | 0.12% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 16,350 | 1,436 | 0.0% | 0.0% | 343 | +4,806 | 41.63% | Q1 2026 | May 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 16,162 | 1,419 | 0.65% | 0.76% | 344 | -2,522 | -13.5% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,880 | 1,397 | 0.11% | 0.11% | 345 | +521 | 3.63% | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 15,803 | 1,388 | 0.38% | 0.09% | 346 | +11,722 | 287.23% | Q1 2026 | May 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 15,737 | 1,382 | 0.31% | 0.33% | 347 | -1,125 | -6.67% | Q1 2026 | May 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 15,962 | 1,367 | 0.04% | 0.04% | 348 | -595 | -3.59% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,243 | 1,338 | 0.0% | 0.0% | 349 | -4,232 | -21.73% | Q1 2026 | May 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 15,138 | 1,329 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,965 | 1,314 | 0.01% | 0.01% | 351 | +1,863 | 14.22% | Q1 2026 | May 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 14,870 | 1,306 | 1.25% | 1.34% | 352 | -969 | -6.12% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Reduced | 14,782 | 1,298 | 0.06% | 0.09% | 353 | -7,009 | -32.16% | Q1 2026 | May 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 14,550 | 1,278 | 0.35% | 0.41% | 354 | -623 | -4.11% | Q1 2026 | Apr 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,470 | 1,271 | 0.0% | 0.0% | 355 | +1,242 | 9.39% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,450 | 1,269 | 0.01% | 0.01% | 356 | -1,481 | -9.3% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 14,347 | 1,260 | 1.15% | 2.0% | 357 | -9,883 | -40.79% | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | Added to | 14,218 | 1,249 | 0.05% | 0.05% | 358 | +830 | 6.2% | Q1 2026 | May 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 14,199 | 1,247 | 0.2% | 0.21% | 359 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 12,931 | 1,237 | 0.12% | 0.13% | 360 | -396 | -2.97% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,059 | 1,234 | 0.15% | 0.16% | 361 | -418 | -2.89% | Q1 2026 | May 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 13,884 | 1,219 | 0.1% | 0.1% | 362 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,871 | 1,218 | 0.0% | 0.0% | 363 | -39 | -0.28% | Q1 2026 | May 13, 2026 |
| RKL Wealth Management LLC | History | Reduced | 13,862 | 1,217 | 0.11% | 0.11% | 364 | -538 | -3.74% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Reduced | 13,330 | 1,170 | 0.17% | 0.18% | 365 | -117 | -0.87% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,245 | 1,163 | 0.06% | 0.06% | 366 | +910 | 7.38% | Q1 2026 | Apr 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 13,038 | 1,145 | 0.13% | 0.13% | 367 | -333 | -2.49% | Q1 2026 | Apr 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,024 | 1,143 | 0.27% | 0.28% | 368 | +1,304 | 11.13% | Q1 2026 | May 07, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 13,006 | 1,142 | 0.84% | 0.85% | 369 | -2 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 12,922 | 1,135 | 0.03% | 0.03% | 370 | -1 | -0.01% | Q1 2026 | Apr 28, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 12,815 | 1,125 | 0.46% | 0.45% | 372 | -38 | -0.3% | Q1 2026 | Apr 23, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,812 | 1,125 | 0.08% | 0.68% | 371 | +32 | 0.25% | Q1 2026 | Apr 16, 2026 |
| ORG Partners LLC | History | No change | 12,421 | 1,110 | 0.2% | 0.2% | 373 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 12,612 | 1,107 | 0.23% | 0.26% | 374 | -679 | -5.11% | Q1 2026 | Apr 15, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 12,581 | 1,105 | 1.11% | 1.11% | 375 | -600 | -4.55% | Q1 2026 | May 13, 2026 |
| Ted Buchan & Co | History | Reduced | 12,579 | 1,104 | 0.4% | 0.44% | 376 | -697 | -5.25% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 12,483 | 1,096 | 0.1% | 0.13% | 377 | -3,911 | -23.86% | Q1 2026 | Apr 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 12,418 | 1,090 | 0.02% | 0.02% | 378 | -1,235 | -9.05% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 12,363 | 1,085 | 0.01% | — | 379 | +12,363 | New | Q1 2026 | May 15, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 11,445 | 1,075 | 0.34% | 0.19% | 380 | +5,429 | 90.24% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 12,178 | 1,069 | 0.07% | 0.05% | 381 | +652 | 5.66% | Q1 2026 | Apr 28, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 12,107 | 1,063 | 0.4% | 0.4% | 382 | +52 | 0.43% | Q1 2026 | May 18, 2026 |
| Ballentine Partners, LLC | History | Added to | 11,946 | 1,049 | 0.01% | 0.01% | 383 | +846 | 7.62% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 11,815 | 1,037 | 0.03% | 0.02% | 384 | -166 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 11,572 | 1,016 | 0.1% | 0.12% | 385 | -1,075 | -8.5% | Q1 2026 | May 06, 2026 |
| Glenview Trust Co | History | Reduced | 11,557 | 1,015 | 0.02% | 0.02% | 386 | -68 | -0.58% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Reduced | 11,409 | 1,002 | 0.04% | 0.04% | 387 | -836 | -6.83% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 11,377 | 999 | 0.05% | 0.05% | 388 | +1,428 | 14.35% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,345 | 996 | 0.02% | 0.02% | 389 | -224 | -1.94% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,275 | 991 | 0.0% | 0.0% | 390 | +151 | 1.36% | Q1 2026 | May 14, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 11,063 | 971 | 0.72% | 0.78% | 391 | -977 | -8.11% | Q1 2026 | Apr 22, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 10,991 | 965 | 0.36% | 0.33% | 392 | +1,223 | 12.52% | Q1 2026 | Apr 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,950 | 961 | 0.07% | 0.08% | 393 | +110 | 1.01% | Q1 2026 | May 07, 2026 |
| Allie Family Office LLC | History | No change | 10,900 | 957 | 0.42% | 0.45% | 394 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 10,814 | 949 | 0.04% | 0.04% | 395 | -267 | -2.41% | Q1 2026 | Apr 29, 2026 |
| Raub Brock Capital Management LP | History | Added to | 10,712 | 940 | 0.24% | 0.2% | 396 | +485 | 4.74% | Q1 2026 | Apr 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 10,616 | 932 | 0.6% | 0.84% | 398 | -2,582 | -19.56% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 10,615 | 932 | 0.38% | 0.36% | 397 | +791 | 8.05% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | Added to | 10,600 | 931 | 0.1% | 0.11% | 399 | +3 | 0.03% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,591 | 930 | 0.03% | 0.06% | 400 | -9,195 | -46.47% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,524 | 924 | 0.03% | 0.03% | 401 | +85 | 0.81% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | No change | 10,342 | 908 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | No change | 10,345 | 908 | 0.03% | 0.04% | 403 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bulwark Capital Corp | History | Reduced | 10,323 | 906 | 0.56% | 0.7% | 404 | -641 | -5.85% | Q1 2026 | Apr 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 10,262 | 901 | 0.18% | 0.18% | 406 | +580 | 5.99% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,264 | 901 | 0.08% | 0.07% | 405 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Reduced | 10,166 | 892 | 0.13% | 0.17% | 407 | -3,200 | -23.94% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,024 | 880 | 0.03% | 0.03% | 408 | -298 | -2.89% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 10,010 | 879 | 0.05% | 0.05% | 409 | -354 | -3.42% | Q1 2026 | May 06, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 10,006 | 878 | 0.31% | 0.37% | 410 | -478 | -4.56% | Q1 2026 | Apr 21, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 9,988 | 877 | 0.21% | 0.21% | 411 | +22 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | No change | 9,825 | 863 | 0.12% | 0.12% | 412 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Point Inc. | History | No change | 9,696 | 851 | 0.07% | 0.07% | 413 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 9,673 | 849 | 0.01% | 0.01% | 414 | +3 | 0.03% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,625 | 845 | 0.19% | 0.21% | 415 | -691 | -6.7% | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 9,627 | 845 | 0.42% | 0.45% | 416 | -493 | -4.87% | Q1 2026 | Apr 02, 2026 |
| OneAscent Financial Services LLC | History | Added to | 9,590 | 842 | 0.05% | 0.08% | 417 | +361 | 3.91% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 9,534 | 837 | 0.21% | 1.67% | 418 | -10,897 | -53.34% | Q1 2026 | May 12, 2026 |
| New World Advisors LLC | History | Added to | 9,491 | 833 | 0.15% | 0.1% | 419 | +2,865 | 43.24% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 9,390 | 826 | 0.0% | 0.01% | 420 | -2,729 | -22.52% | Q1 2026 | May 12, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 9,299 | 816 | 0.71% | 3.11% | 424 | -29,905 | -76.28% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,291 | 816 | 0.06% | 0.04% | 421 | +3,132 | 50.85% | Q1 2026 | Apr 20, 2026 |
| Redwood Investment Management, LLC | History | Added to | 9,294 | 816 | 0.1% | 0.07% | 422 | +2,500 | 36.8% | Q1 2026 | May 14, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 9,292 | 816 | 0.12% | 0.13% | 423 | +20 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Management, LLC | History | Reduced | 9,232 | 810 | 0.34% | 1.76% | 426 | -27,360 | -74.77% | Q1 2026 | Apr 08, 2026 |
| FIRST HORIZON CORP | History | No change | 9,225 | 810 | 0.03% | 0.04% | 425 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Added to | 9,188 | 807 | 0.01% | 0.01% | 427 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,174 | 805 | 0.04% | 0.05% | 428 | -599 | -6.13% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,112 | 800 | 0.04% | 0.04% | 429 | -13 | -0.14% | Q1 2026 | May 18, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 8,986 | 789 | 0.05% | 0.05% | 430 | -100 | -1.1% | Q1 2026 | May 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 8,974 | 788 | 0.27% | 0.27% | 431 | +119 | 1.34% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,944 | 785 | 0.02% | 0.02% | 433 | +1,587 | 21.57% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,947 | 785 | 0.02% | 0.02% | 432 | -306 | -3.31% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 8,767 | 770 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 8,737 | 767 | 0.24% | 0.23% | 435 | +22 | 0.25% | Q1 2026 | May 12, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 8,673 | 761 | 0.52% | 0.61% | 436 | -896 | -9.36% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 8,495 | 759 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 8,569 | 752 | 0.57% | 1.19% | 438 | -8,687 | -50.34% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,442 | 741 | 0.08% | 0.07% | 439 | +915 | 12.16% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 8,322 | 731 | 0.01% | 0.01% | 440 | -954 | -10.28% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,318 | 730 | 0.0% | 0.03% | 441 | -88,243 | -91.39% | Q1 2026 | Apr 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 8,131 | 714 | 0.05% | 0.09% | 442 | -5,219 | -39.09% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,121 | 713 | 0.04% | 0.04% | 443 | +468 | 6.12% | Q1 2026 | Apr 27, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 8,080 | 709 | 0.23% | 0.27% | 444 | -340 | -4.04% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,864 | 690 | 0.01% | 0.02% | 445 | -388 | -4.7% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | Reduced | 7,849 | 689 | 0.23% | 0.27% | 446 | -50 | -0.63% | Q1 2026 | Apr 24, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,384 | 685 | 0.02% | 0.02% | 447 | -410 | -5.26% | Q1 2026 | Apr 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 7,790 | 684 | 0.56% | 0.57% | 448 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 7,762 | 681 | 0.03% | 0.03% | 449 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allen Capital Group, LLC | History | Reduced | 7,693 | 675 | 0.06% | 0.06% | 450 | -110 | -1.41% | Q1 2026 | May 27, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 7,613 | 668 | 0.23% | 0.24% | 451 | -194 | -2.48% | Q1 2026 | May 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,603 | 667 | 0.13% | 2.36% | 452 | -166,882 | -95.64% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 7,544 | 662 | 0.17% | 0.16% | 453 | +1,078 | 16.67% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 7,439 | 653 | 0.1% | 0.1% | 454 | -179 | -2.35% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,428 | 652 | 0.03% | 0.03% | 455 | +408 | 5.81% | Q1 2026 | May 15, 2026 |
| FIDELITY D & D BANCORP INC | History | New | 7,362 | 646 | 0.26% | — | 456 | +7,362 | New | Q1 2026 | Apr 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 7,278 | 639 | 0.01% | 0.01% | 457 | -758 | -9.43% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 6,734 | 639 | 0.01% | 0.01% | 458 | +245 | 3.78% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,227 | 634 | 0.02% | 0.04% | 459 | -4,057 | -35.95% | Q1 2026 | May 14, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 7,146 | 627 | 0.61% | 0.66% | 460 | -341 | -4.55% | Q1 2026 | May 13, 2026 |
| truNorth Financial Services, Inc. | History | No change | 7,088 | 622 | 0.64% | 0.69% | 461 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 7,048 | 619 | 0.06% | 0.05% | 464 | +1,525 | 27.61% | Q1 2026 | Apr 16, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,057 | 619 | 0.15% | 0.15% | 463 | -362 | -4.88% | Q1 2026 | Apr 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 7,050 | 619 | 0.09% | 0.09% | 462 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | Added to | 7,038 | 618 | 0.07% | 0.04% | 466 | +3,550 | 101.78% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,042 | 618 | 0.03% | 0.03% | 465 | +13 | 0.18% | Q1 2026 | May 07, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 6,992 | 614 | 0.59% | 0.59% | 467 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | Reduced | 6,904 | 606 | 0.05% | 0.05% | 469 | -112 | -1.6% | Q1 2026 | Apr 30, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 6,910 | 606 | 0.03% | 0.03% | 468 | -25 | -0.36% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,895 | 605 | 0.02% | 0.02% | 470 | -828 | -10.72% | Q1 2026 | May 06, 2026 |
| 1ST SOURCE BANK | History | No change | 6,803 | 597 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 6,777 | 595 | 0.1% | 0.1% | 472 | -144 | -2.08% | Q1 2026 | Apr 16, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,718 | 590 | 0.07% | 0.07% | 473 | -40 | -0.59% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | Added to | 6,666 | 585 | 0.13% | 0.13% | 474 | +794 | 13.52% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 6,278 | 561 | 0.48% | 0.48% | 475 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Intellus Advisors LLC | History | No change | 6,391 | 561 | 0.08% | 0.08% | 476 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 6,371 | 559 | 0.0% | 0.0% | 477 | +120 | 1.92% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | New | 6,326 | 555 | 0.02% | — | 478 | +6,326 | New | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,302 | 553 | 0.0% | — | 481 | +6,302 | New | Q1 2026 | May 12, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 6,300 | 553 | 0.1% | 0.09% | 479 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 6,300 | 553 | 0.12% | 0.13% | 480 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,293 | 552 | 0.0% | — | 482 | +6,293 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 6,167 | 541 | 0.01% | 0.0% | 483 | +3,051 | 97.91% | Q1 2026 | Apr 17, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,147 | 539 | 0.18% | 0.19% | 484 | -49 | -0.79% | Q1 2026 | May 04, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 6,000 | 536 | 0.13% | 0.13% | 485 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Trilogy Capital Inc. | History | Added to | 6,101 | 535 | 0.02% | 0.02% | 486 | +636 | 11.64% | Q1 2026 | Apr 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,031 | 529 | 0.01% | 0.01% | 487 | -128 | -2.08% | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 6,004 | 527 | 0.01% | 0.01% | 488 | -671 | -10.05% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,983 | 525 | 0.0% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FreeGulliver LLC | History | New | 5,939 | 521 | 0.22% | — | 490 | +5,939 | New | Q1 2026 | May 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 5,906 | 518 | 0.13% | — | 491 | +5,906 | New | Q1 2026 | May 04, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 5,591 | 517 | 0.33% | 0.34% | 493 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,789 | 517 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 5,831 | 512 | 0.19% | 0.25% | 494 | -1,563 | -21.14% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 5,818 | 511 | 0.23% | 0.28% | 496 | -3,103 | -34.78% | Q1 2026 | May 05, 2026 |
| Cordatus Wealth Management LLC | History | No change | 5,822 | 511 | 0.12% | 0.12% | 495 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 5,416 | 508 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 5,673 | 498 | 0.06% | 0.06% | 498 | +551 | 10.76% | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | Reduced | 5,647 | 496 | 0.24% | 0.28% | 501 | -883 | -13.52% | Q1 2026 | May 13, 2026 |
| MWA Asset Management | History | Reduced | 5,651 | 496 | 0.27% | 0.28% | 500 | -35 | -0.62% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 5,652 | 496 | 0.01% | 0.01% | 499 | +11 | 0.2% | Q1 2026 | May 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 5,600 | 491 | 0.07% | — | 502 | +5,600 | New | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,575 | 489 | 0.0% | 0.0% | 503 | -152 | -2.65% | Q1 2026 | Apr 15, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 5,524 | 485 | 0.07% | 0.06% | 504 | -291 | -5.0% | Q1 2026 | Apr 14, 2026 |
| Fox Financial, Inc | History | Reduced | 5,512 | 484 | 0.4% | 0.4% | 505 | -42 | -0.76% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,510 | 483 | 0.0% | 0.0% | 506 | -669 | -10.83% | Q1 2026 | May 05, 2026 |
| VeraBank, N.A. | History | Reduced | 5,489 | 482 | 0.09% | 0.09% | 507 | -198 | -3.48% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 5,485 | 481 | 0.31% | 0.34% | 508 | -375 | -6.4% | Q1 2026 | Apr 28, 2026 |
| Paragon Capital Management Ltd | History | New | 5,437 | 477 | 0.1% | — | 509 | +5,437 | New | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 5,137 | 476 | 0.13% | 0.14% | 510 | -28 | -0.54% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 5,413 | 475 | 0.07% | 0.08% | 511 | -458 | -7.8% | Q1 2026 | Apr 22, 2026 |
| PDS Planning, Inc | History | Reduced | 5,398 | 474 | 0.03% | 0.03% | 512 | -112 | -2.03% | Q1 2026 | Apr 21, 2026 |
| Leelyn Smith, LLC | History | No change | 5,402 | 474 | 0.07% | 0.07% | 513 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,396 | 473 | 0.0% | 0.02% | 514 | -16,321 | -75.15% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 5,291 | 464 | 0.0% | 0.0% | 515 | +599 | 12.77% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,289 | 464 | 0.04% | 0.04% | 516 | -22 | -0.41% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,162 | 461 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | No change | 5,129 | 450 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 5,117 | 449 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,097 | 447 | 0.1% | 0.11% | 520 | -137 | -2.62% | Q1 2026 | Apr 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,080 | 446 | 0.02% | 0.03% | 521 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | No change | 5,031 | 441 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,009 | 439 | 0.03% | 0.06% | 523 | -3,692 | -42.43% | Q1 2026 | May 05, 2026 |
| SPINNAKER TRUST | History | No change | 4,980 | 437 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hardy Reed LLC | History | No change | 4,986 | 437 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,950 | 434 | 0.06% | 0.08% | 526 | -1,157 | -18.95% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,928 | 432 | 0.11% | 0.12% | 527 | -5 | -0.1% | Q1 2026 | May 06, 2026 |
| Objective Capital Management, LLC | History | Added to | 4,911 | 431 | 0.43% | 0.44% | 528 | +14 | 0.29% | Q1 2026 | May 04, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 4,900 | 430 | 0.23% | — | 530 | +4,900 | New | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Reduced | 4,900 | 430 | 0.15% | 0.17% | 529 | -400 | -7.55% | Q1 2026 | Apr 16, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 4,543 | 426 | 0.15% | 0.16% | 531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,845 | 425 | 0.02% | 0.02% | 532 | -420 | -7.98% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 4,838 | 425 | 0.04% | 0.04% | 533 | +13 | 0.27% | Q1 2026 | Apr 29, 2026 |
| Breachway Investments LLC | History | Added to | 4,833 | 425 | 0.41% | 0.45% | 534 | +13 | 0.27% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,837 | 424 | 0.01% | 0.01% | 535 | +170 | 3.64% | Q1 2026 | Apr 09, 2026 |
| L & S Advisors Inc | History | Added to | 4,814 | 422 | 0.05% | 0.04% | 536 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | Added to | 4,798 | 421 | 0.08% | 0.05% | 537 | +2,252 | 88.45% | Q1 2026 | Apr 09, 2026 |
| ATLas Financial Planning LLC | History | No change | 4,800 | 421 | 0.38% | 0.42% | 538 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clarus Group, Inc. | History | Reduced | 4,787 | 420 | 0.15% | 0.15% | 539 | -19 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,761 | 418 | 0.03% | 0.03% | 540 | +238 | 5.26% | Q1 2026 | Apr 17, 2026 |
| IRON Financial LLC | History | Reduced | 4,726 | 415 | 0.18% | 0.21% | 541 | -405 | -7.89% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,635 | 407 | 0.01% | 0.01% | 542 | +520 | 12.64% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | New | 4,617 | 405 | 0.05% | — | 543 | +4,617 | New | Q1 2026 | Apr 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,602 | 404 | 0.15% | 0.25% | 544 | -3,556 | -43.59% | Q1 2026 | May 11, 2026 |
| Bluesphere Advisors LLC | History | No change | 4,595 | 403 | 0.14% | 0.18% | 545 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 4,573 | 401 | 0.0% | 0.0% | 546 | +480 | 11.73% | Q1 2026 | Apr 29, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 4,536 | 398 | 0.03% | 0.02% | 547 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Reduced | 4,313 | 397 | 0.1% | 0.1% | 548 | -81 | -1.84% | Q1 2026 | Apr 15, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,489 | 394 | 0.02% | 0.03% | 549 | -599 | -11.77% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,400 | 386 | 0.0% | 0.0% | 550 | -38,663 | -89.78% | Q1 2026 | May 15, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 4,405 | 386 | 0.09% | 0.09% | 551 | -140 | -3.08% | Q1 2026 | Apr 20, 2026 |
| Waterfront Wealth Inc. | History | No change | 4,405 | 386 | 0.07% | 0.08% | 552 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 4,400 | 386 | 0.03% | 0.03% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,384 | 385 | 0.02% | 0.03% | 554 | +8 | 0.18% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 4,392 | 385 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gallacher Capital Management LLC | History | No change | 4,387 | 385 | 0.15% | 0.15% | 556 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 4,375 | 384 | 0.3% | — | 558 | +4,375 | New | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,380 | 384 | 0.02% | 0.02% | 557 | -150 | -3.31% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,368 | 383 | 0.11% | — | 561 | +4,368 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,368 | 383 | 0.11% | 0.2% | 560 | -2,766 | -38.77% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,365 | 383 | 0.02% | 0.02% | 559 | +2 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Farrell Financial LLC | History | Added to | 4,305 | 378 | 0.23% | 0.21% | 562 | +264 | 6.53% | Q1 2026 | Apr 13, 2026 |
| PFG Investments, LLC | History | Added to | 4,276 | 375 | 0.02% | 0.02% | 563 | +72 | 1.71% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Added to | 4,266 | 374 | 0.11% | 0.11% | 564 | +15 | 0.35% | Q1 2026 | Apr 24, 2026 |
| SOMERVILLE KURT F | History | No change | 4,250 | 373 | 0.1% | 0.06% | 565 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,236 | 372 | 0.01% | 0.04% | 566 | -18,931 | -81.72% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | New | 4,232 | 371 | 0.01% | — | 567 | +4,232 | New | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,192 | 368 | 0.07% | 0.09% | 568 | -631 | -13.08% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,159 | 365 | 0.0% | 0.0% | 569 | -49 | -1.16% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,109 | 360 | 0.03% | 0.05% | 571 | -2,322 | -36.11% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 4,109 | 360 | 0.02% | 0.02% | 570 | -1,867 | -31.24% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,072 | 357 | 0.09% | 0.08% | 573 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,075 | 357 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,811 | 356 | 0.01% | — | 574 | +3,811 | New | Q1 2026 | May 01, 2026 |
| Sun Group Wealth Partners | History | New | 4,031 | 354 | 0.28% | — | 575 | +4,031 | New | Q1 2026 | May 06, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 3,991 | 350 | 0.02% | — | 576 | +3,991 | New | Q1 2026 | Apr 17, 2026 |
| Y.D. More Investments Ltd | History | New | 1,286 | 345 | 0.01% | — | 577 | +1,286 | New | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 3,906 | 343 | 0.04% | 0.11% | 578 | -4,919 | -55.74% | Q1 2026 | May 15, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 3,872 | 340 | 0.13% | 0.13% | 579 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 3,798 | 333 | 0.09% | 0.09% | 581 | +7 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,796 | 333 | 0.05% | 0.05% | 580 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 3,789 | 332 | 0.12% | 0.25% | 583 | -1,530 | -28.76% | Q1 2026 | Apr 28, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 3,783 | 332 | 0.17% | 0.2% | 582 | -447 | -10.57% | Q1 2026 | May 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 3,757 | 330 | 0.02% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 3,730 | 327 | 0.1% | 0.11% | 585 | -49 | -1.3% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 3,717 | 326 | 0.21% | 0.25% | 586 | -654 | -14.96% | Q1 2026 | May 14, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 3,687 | 323 | 0.07% | 0.07% | 587 | -570 | -13.39% | Q1 2026 | Apr 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 3,613 | 323 | 0.2% | 0.2% | 588 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pictet North America Advisors SA | History | No change | 3,646 | 320 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,604 | 316 | 0.0% | — | 591 | +3,604 | New | Q1 2026 | May 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,600 | 316 | 0.12% | 0.12% | 590 | -38 | -1.04% | Q1 2026 | Apr 20, 2026 |
| Impact Capital Partners LLC | History | Reduced | 3,594 | 315 | 0.1% | 0.26% | 592 | -6,103 | -62.94% | Q1 2026 | Apr 10, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 3,578 | 314 | 0.02% | 0.02% | 593 | +1 | 0.03% | Q1 2026 | Apr 24, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 3,536 | 310 | 0.21% | 0.58% | 594 | -9,668 | -73.22% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,518 | 309 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,445 | 308 | 0.02% | 0.02% | 596 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Florida Trust Wealth Management Co | History | New | 3,472 | 304 | 0.01% | — | 597 | +3,472 | New | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,430 | 301 | 0.02% | — | 598 | +3,430 | New | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 3,400 | 298 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,370 | 296 | 0.04% | 0.04% | 600 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ZEGA Investments, LLC | History | Added to | 3,362 | 295 | 0.03% | 0.03% | 601 | +692 | 25.92% | Q1 2026 | May 08, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 3,337 | 293 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,326 | 292 | 0.02% | 0.01% | 603 | +970 | 41.17% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | No change | 3,332 | 292 | 0.07% | 0.07% | 604 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,313 | 291 | 0.0% | 0.0% | 605 | -520 | -13.57% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 3,320 | 291 | 0.04% | 0.05% | 606 | -439 | -11.68% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,310 | 290 | 0.01% | 0.01% | 607 | +1,064 | 47.37% | Q1 2026 | May 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 3,290 | 288 | 0.22% | — | 609 | +3,290 | New | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,290 | 288 | 0.0% | 0.0% | 608 | +319 | 10.74% | Q1 2026 | Apr 20, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 3,277 | 287 | 0.03% | — | 611 | +3,277 | New | Q1 2026 | Apr 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 3,272 | 287 | 0.05% | — | 612 | +3,272 | New | Q1 2026 | Apr 15, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 3,268 | 287 | 0.16% | 0.18% | 610 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,240 | 284 | 0.03% | 0.03% | 613 | +9 | 0.28% | Q1 2026 | Apr 17, 2026 |
| Joel Isaacson & Co., LLC | History | New | 3,212 | 282 | 0.01% | — | 614 | +3,212 | New | Q1 2026 | Apr 22, 2026 |
| FSA Advisors, Inc. | History | Added to | 3,198 | 280 | 0.18% | 0.2% | 615 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | New | 3,157 | 277 | 0.02% | — | 617 | +3,157 | New | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | No change | 3,162 | 277 | 0.1% | 0.1% | 616 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunflower Bank, N.A. | History | New | 3,091 | 271 | 0.07% | — | 618 | +3,091 | New | Q1 2026 | Apr 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,067 | 269 | 0.01% | 0.01% | 619 | +505 | 19.71% | Q1 2026 | May 15, 2026 |
| WPWealth LLP | History | No change | 3,035 | 266 | 0.04% | 0.04% | 620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,012 | 264 | 0.01% | 0.01% | 621 | -126 | -4.02% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 3,000 | 263 | 0.01% | 0.02% | 622 | -700 | -18.92% | Q1 2026 | May 07, 2026 |
| OneAscent Family Office, LLC | History | No change | 2,958 | 259 | 0.18% | 0.18% | 623 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,946 | 258 | 0.02% | 0.02% | 624 | -339 | -10.32% | Q1 2026 | Apr 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,925 | 256 | 0.02% | 0.02% | 625 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,906 | 255 | 0.14% | 0.16% | 626 | -233 | -7.42% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 2,849 | 254 | 0.02% | 0.02% | 627 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,893 | 254 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prepared Retirement Institute LLC | History | No change | 2,896 | 254 | 0.13% | 0.13% | 629 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,880 | 253 | 0.0% | 0.01% | 630 | -10,050 | -77.73% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,860 | 251 | 0.02% | 0.02% | 631 | -381 | -11.76% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 2,714 | 250 | 0.01% | — | 633 | +2,714 | New | Q1 2026 | Apr 20, 2026 |
| apricus wealth, LLC | History | No change | 2,850 | 250 | 0.12% | 0.13% | 632 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 2,833 | 248 | 0.05% | 0.05% | 634 | -18 | -0.63% | Q1 2026 | Apr 09, 2026 |
| Everhart Financial Group, Inc. | History | No change | 2,804 | 246 | 0.02% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 2,790 | 245 | 0.22% | 0.57% | 636 | -6,466 | -69.86% | Q1 2026 | May 04, 2026 |
| Nautilus Advisors LLC | History | New | 2,793 | 245 | 0.17% | — | 637 | +2,793 | New | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,777 | 243 | 0.0% | 0.0% | 638 | +419 | 17.77% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 2,626 | 241 | 0.01% | 0.01% | 639 | -1,895 | -41.92% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 2,743 | 240 | 0.12% | 0.13% | 640 | +4 | 0.15% | Q1 2026 | Apr 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,700 | 237 | 0.01% | 0.01% | 641 | +8 | 0.3% | Q1 2026 | Apr 21, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 2,700 | 237 | 0.15% | 0.18% | 642 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WHITTIER TRUST CO | History | No change | 2,655 | 234 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 2,621 | 230 | 0.02% | 0.02% | 644 | +4 | 0.15% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,584 | 226 | 0.05% | 0.05% | 645 | +22 | 0.86% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,569 | 225 | 0.0% | 0.0% | 646 | -4,978 | -65.96% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,567 | 225 | 0.0% | 0.0% | 647 | -2,398 | -48.3% | Q1 2026 | May 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 2,543 | 223 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,523 | 221 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,481 | 221 | 0.06% | 0.06% | 650 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,504 | 219 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 2,483 | 218 | 0.16% | 0.23% | 652 | -793 | -24.21% | Q1 2026 | Apr 29, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 2,469 | 216 | 0.02% | — | 653 | +2,469 | New | Q1 2026 | Apr 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 2,443 | 214 | 0.07% | 0.07% | 654 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 2,430 | 213 | 0.04% | 0.04% | 655 | -270 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Transparency, LLC | History | New | 2,401 | 211 | 0.21% | — | 658 | +2,401 | New | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,410 | 211 | 0.01% | 0.01% | 656 | -670 | -21.75% | Q1 2026 | May 12, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 2,412 | 211 | 0.17% | 0.18% | 657 | +89 | 3.83% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,393 | 210 | 0.01% | 0.12% | 659 | -35,779 | -93.73% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,400 | 210 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 2,401 | 210 | 0.2% | 0.25% | 661 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlas Wealth LLC | History | Reduced | 2,375 | 208 | 0.06% | 0.07% | 662 | -117 | -4.7% | Q1 2026 | May 13, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 2,321 | 207 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,347 | 206 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,355 | 206 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Breakwater Capital Group | History | Reduced | 2,333 | 204 | 0.03% | 0.03% | 666 | -236 | -9.19% | Q1 2026 | Apr 20, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | New | 2,303 | 202 | 0.04% | — | 668 | +2,303 | New | Q1 2026 | Apr 20, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,307 | 202 | 0.16% | 0.17% | 667 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 2,289 | 201 | 0.02% | 0.03% | 669 | -699 | -23.39% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 2,281 | 200 | 0.01% | 0.02% | 670 | -996 | -30.39% | Q1 2026 | Apr 15, 2026 |
| Financial Advisors Network, Inc. | History | No change | 2,278 | 200 | 0.03% | 0.03% | 671 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 2,284 | 200 | 0.15% | 0.15% | 672 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,133 | 187 | 0.16% | 0.16% | 673 | +6 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,072 | 182 | 0.01% | 0.02% | 674 | -833 | -28.67% | Q1 2026 | May 05, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,857 | 163 | 0.02% | 0.03% | 675 | -33 | -1.75% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | Added to | 1,770 | 155 | 0.01% | 0.0% | 676 | +1,590 | 883.33% | Q1 2026 | Apr 01, 2026 |
| Coastline Trust Co | History | No change | 1,724 | 151 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Key FInancial Inc | History | No change | 1,706 | 149 | 0.03% | 0.03% | 678 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,672 | 146 | 0.0% | — | 679 | +1,672 | New | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 1,640 | 144 | 0.06% | 0.11% | 680 | -1,420 | -46.41% | Q1 2026 | May 15, 2026 |
| CNB Bank | History | No change | 1,563 | 137 | 0.06% | 0.06% | 681 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,570 | 137 | 0.01% | 0.01% | 682 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,499 | 131 | 0.01% | — | 683 | +1,499 | New | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,411 | 123 | 0.07% | 0.07% | 684 | +20 | 1.44% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,393 | 122 | 0.01% | — | 685 | +1,393 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 1,371 | 120 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,354 | 118 | 0.04% | 0.04% | 687 | +4 | 0.3% | Q1 2026 | May 01, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 1,340 | 117 | 0.08% | 0.97% | 688 | -14,693 | -91.64% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 1,311 | 115 | 0.03% | 0.02% | 689 | +136 | 11.57% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,296 | 114 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Piscataqua Savings Bank | History | No change | 1,300 | 114 | 0.08% | 0.08% | 691 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,275 | 112 | 0.05% | 0.06% | 692 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | No change | 1,266 | 111 | 0.02% | 0.02% | 693 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,221 | 107 | 0.03% | 0.03% | 694 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,195 | 104 | 0.08% | 0.06% | 695 | +359 | 42.94% | Q1 2026 | Apr 27, 2026 |
| Navigoe, LLC | History | No change | 1,194 | 104 | 0.06% | 0.07% | 696 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,000 | 93 | 0.0% | 0.0% | 697 | +363 | 56.99% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,027 | 90 | 0.05% | 0.05% | 698 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,030 | 90 | 0.04% | 0.04% | 699 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,010 | 88 | 0.0% | 0.0% | 700 | +455 | 81.98% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 969 | 85 | 0.02% | 0.02% | 701 | -44 | -4.34% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 871 | 76 | 0.0% | 0.0% | 702 | -13 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Holos Integrated Wealth LLC | History | No change | 869 | 76 | 0.04% | 0.04% | 703 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | No change | 830 | 72 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 807 | 70 | 0.0% | 0.0% | 705 | +207 | 34.5% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 787 | 69 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 760 | 66 | 0.0% | 0.0% | 707 | -1,744 | -69.65% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 751 | 65 | 0.0% | 0.01% | 709 | -879 | -53.93% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | Added to | 739 | 65 | 0.01% | 0.0% | 711 | +550 | 291.01% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 745 | 65 | 0.03% | 0.03% | 710 | +2 | 0.27% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 747 | 65 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 702 | 61 | 0.0% | 0.0% | 712 | -45 | -6.02% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | Reduced | 610 | 53 | 0.02% | 0.17% | 713 | -3,609 | -85.54% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 600 | 52 | 0.0% | 0.0% | 714 | -117 | -16.32% | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 603 | 52 | 0.03% | 0.04% | 716 | -64 | -9.6% | Q1 2026 | Apr 14, 2026 |
| Newton One Investments LLC | History | No change | 595 | 52 | 0.01% | 0.02% | 715 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VESTOR CAPITAL, LLC | History | New | 582 | 51 | 0.0% | — | 717 | +582 | New | Q1 2026 | May 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 571 | 50 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 567 | 49 | 0.0% | 0.0% | 719 | -1,558 | -73.32% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 549 | 48 | 0.0% | 0.0% | 720 | +92 | 20.13% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 541 | 47 | 0.0% | — | 722 | +541 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 537 | 47 | 0.03% | 0.02% | 721 | +180 | 50.42% | Q1 2026 | May 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 525 | 46 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PlanVest Financial, Inc | History | New | 519 | 45 | 0.03% | — | 726 | +519 | New | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | New | 514 | 45 | 0.01% | — | 725 | +514 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 515 | 45 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 485 | 42 | 0.02% | 0.02% | 728 | +1 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 483 | 42 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Opal Wealth Advisors, LLC | History | New | 467 | 41 | 0.01% | — | 729 | +467 | New | Q1 2026 | Apr 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 440 | 38 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 413 | 36 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 417 | 35 | 0.0% | — | 733 | +417 | New | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 400 | 35 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Versant Capital Management, Inc | History | No change | 381 | 33 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 385 | 33 | 0.02% | 0.02% | 735 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 363 | 31 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 350 | 30 | 0.02% | — | 737 | +350 | New | Q1 2026 | May 12, 2026 |
| S&T BANK/PA | History | No change | 316 | 27 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | No change | 317 | 27 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 308 | 27 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 262 | 23 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 266 | 23 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 268 | 23 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | No change | 242 | 21 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 250 | 21 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 231 | 20 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 226 | 19 | 0.0% | 0.0% | 748 | +2 | 0.89% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 227 | 19 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 226 | 19 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 200 | 17 | 0.01% | 0.02% | 751 | -147 | -42.36% | Q1 2026 | May 08, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 200 | 17 | 0.02% | 0.03% | 750 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairman Group, LLC | History | No change | 200 | 17 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 200 | 17 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 170 | 14 | 0.01% | 0.01% | 754 | -22 | -11.46% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 158 | 13 | 0.01% | — | 758 | +158 | New | Q1 2026 | May 05, 2026 |
| Trust Co | History | Added to | 158 | 13 | 0.0% | 0.0% | 756 | +129 | 444.83% | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 150 | 13 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | No change | 155 | 13 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 138 | 12 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 142 | 12 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 134 | 11 | 0.0% | 0.0% | 761 | -346 | -72.08% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 125 | 10 | 0.0% | — | 764 | +125 | New | Q1 2026 | Apr 29, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 115 | 10 | 0.0% | — | 765 | +115 | New | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 112 | 10 | 0.0% | 0.0% | 762 | +2 | 1.82% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | No change | 118 | 10 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | Added to | 106 | 9 | 0.0% | 0.0% | 766 | +17 | 19.1% | Q1 2026 | Apr 28, 2026 |
| Financial Perspectives, Inc | History | No change | 104 | 9 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Joseph Group Capital Management | History | Reduced | 96 | 8 | 0.0% | 0.0% | 770 | -11 | -10.28% | Q1 2026 | May 08, 2026 |
| Costello Asset Management, INC | History | No change | 102 | 8 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | No change | 100 | 8 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 87 | 7 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 81 | 7 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 77 | 6 | 0.01% | — | 773 | +77 | New | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 50 | 4 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Truvestments Capital LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Davis Capital Management | History | No change | 56 | 4 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Reduced | 36 | 3 | 0.0% | 0.0% | 778 | -18 | -33.33% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 36 | 3 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quantbot Technologies LP | History | New | 29 | 2 | 0.0% | — | 780 | +29 | New | Q1 2026 | May 13, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Closed out | 0 | 0 | — | 10.46% | — | -217,611 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -134,239 | -100.0% | Q1 2026 | May 12, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.55% | — | -101,043 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 3.79% | — | -99,859 | -100.0% | Q1 2026 | May 01, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -80,848 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,011 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.66% | — | -22,607 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Bulltick Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -20,946 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,017 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,363 | -100.0% | Q1 2026 | May 12, 2026 |
| ROCKLAND TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -6,796 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Expressive Wealth LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -5,878 | -100.0% | Q1 2026 | May 11, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,026 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,002 | -100.0% | Q1 2026 | May 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,609 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,578 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Northstar Financial Companies, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -3,851 | -100.0% | Q1 2026 | May 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,605 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -3,377 | -100.0% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,186 | -100.0% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,178 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,165 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,110 | -100.0% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,816 | -100.0% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,712 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Roundview Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,653 | -100.0% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,429 | -100.0% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,328 | -100.0% | Q1 2026 | May 12, 2026 |
| Ipswich Investment Management Co., Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,270 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,174 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,418 | -100.0% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -837 | -100.0% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -755 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -411 | -100.0% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 11, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |