iSHARES TRUST - DSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,971,726 | 481,333 | 0.03% | 0.03% | 1 | +104,911 | 2.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,774,477 | 215,048 | 0.06% | 0.07% | 2 | -117,423 | -6.21% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,490,807 | 180,670 | 0.01% | 0.02% | 3 | -191,067 | -11.36% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,254,533 | 152,036 | 0.03% | 0.02% | 4 | +459,248 | 57.75% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 1,232,859 | 149,410 | 0.04% | 0.04% | 5 | -25,906 | -2.06% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,189,990 | 139,859 | 0.01% | 0.01% | 6 | -34,655 | -2.83% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 834,824 | 101,147 | 0.02% | 0.03% | 7 | -28,331 | -3.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 416,264 | 50,447 | 0.01% | 0.01% | 8 | -2,078 | -0.5% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 412,576 | 49,742 | 4.86% | 5.02% | 9 | +4,652 | 1.14% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Reduced | 349,749 | 42,386 | 0.08% | 0.09% | 10 | -18,691 | -5.07% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 334,677 | 40,559 | 0.05% | 0.05% | 11 | -11,420 | -3.3% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 326,059 | 39,515 | 0.22% | 0.16% | 12 | -37,758 | -10.38% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 323,131 | 39,160 | 0.05% | 0.05% | 13 | -3,884 | -1.19% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 300,562 | 36,425 | 0.06% | 0.07% | 14 | +3,494 | 1.18% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 282,552 | 34,242 | 0.03% | 0.04% | 15 | -2,570 | -0.9% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 247,083 | 29,943 | 0.0% | 0.0% | 16 | +52,594 | 27.04% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 221,974 | 28,596 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 228,315 | 27,669 | 0.04% | 0.04% | 18 | +8,616 | 3.92% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 221,434 | 26,835 | 0.01% | 0.01% | 19 | -32,638 | -12.85% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 216,456 | 26,232 | 0.02% | 0.02% | 20 | +38,524 | 21.65% | Q1 2026 | May 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 212,270 | 25,725 | 7.89% | 3.41% | 21 | +109,881 | 107.32% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 203,543 | 24,667 | 0.03% | 0.03% | 22 | -11,955 | -5.55% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 176,824 | 21,429 | 0.0% | 0.0% | 23 | -21,129 | -10.67% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 174,241 | 21,116 | 0.01% | 0.01% | 24 | -31,847 | -15.45% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 174,144 | 21,104 | 0.04% | 0.04% | 25 | -5,387 | -3.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 166,917 | 20,229 | 0.16% | 0.19% | 26 | -9,272 | -5.26% | Q1 2026 | Apr 07, 2026 |
| National Philanthropic Trust | History | Added to | 164,023 | 19,877 | 0.21% | 0.12% | 27 | +67,893 | 70.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 163,687 | 19,837 | 0.03% | 0.03% | 28 | +29,069 | 21.59% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,910 | 19,015 | 0.03% | 0.03% | 29 | +2,061 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 145,400 | 17,621 | 0.09% | 0.09% | 30 | +41,641 | 40.13% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 138,689 | 16,807 | 1.33% | 1.35% | 31 | +2,186 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 136,822 | 16,602 | 0.02% | 0.02% | 32 | -5,544 | -3.89% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 136,725 | 16,569 | 0.2% | 0.2% | 33 | -146 | -0.11% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 135,121 | 16,375 | 2.36% | 2.43% | 34 | -3,486 | -2.52% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 128,358 | 15,562 | 0.02% | 0.03% | 35 | -28,414 | -18.12% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 113,725 | 13,782 | 0.5% | 0.46% | 36 | +18,313 | 19.19% | Q1 2026 | May 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 97,849 | 11,858 | 2.92% | 3.17% | 37 | -925 | -0.94% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 95,999 | 11,634 | 0.54% | 0.57% | 38 | +2,518 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 95,633 | 11,589 | 0.45% | 0.47% | 39 | -2,269 | -2.32% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 92,336 | 11,190 | 0.01% | 0.01% | 40 | +11,290 | 13.93% | Q1 2026 | May 05, 2026 |
| Francis Financial, Inc. | History | Reduced | 91,578 | 11,098 | 2.06% | 2.34% | 41 | -1,275 | -1.37% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 90,054 | 10,913 | 0.05% | 0.06% | 42 | -1,007 | -1.11% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 88,810 | 10,762 | 0.03% | 0.03% | 43 | -18,961 | -17.59% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 84,081 | 10,113 | 0.02% | 0.02% | 44 | +654 | 0.78% | Q1 2026 | May 01, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 132,556 | 9,546 | 0.32% | 0.54% | 45 | -4,269 | -3.12% | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 72,480 | 8,783 | 1.82% | 2.19% | 46 | -6,749 | -8.52% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 70,771 | 8,576 | 0.12% | 0.14% | 47 | -7,446 | -9.52% | Q1 2026 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 62,899 | 8,564 | 1.05% | 0.99% | 48 | +3,998 | 6.79% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,112 | 8,496 | 0.02% | 0.0% | 49 | +60,767 | 650.26% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | No change | 69,138 | 8,378 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 68,193 | 8,264 | 0.02% | 0.02% | 51 | -950 | -1.37% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 66,795 | 8,094 | 0.01% | 0.01% | 52 | +5,022 | 8.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 62,702 | 8,077 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 65,836 | 7,979 | 0.02% | 0.02% | 54 | -2,994 | -4.35% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 65,586 | 7,948 | 0.0% | 0.0% | 55 | +44,024 | 204.17% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,530 | 7,820 | 0.02% | 0.02% | 56 | -3,436 | -5.06% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 64,315 | 7,794 | 0.0% | 0.0% | 57 | +2,685 | 4.36% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 61,507 | 7,454 | 0.3% | 0.3% | 58 | +2,046 | 3.44% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 60,882 | 7,378 | 0.1% | 0.16% | 59 | -27,289 | -30.95% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,751 | 7,364 | 0.01% | 0.01% | 60 | +1,406 | 2.33% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 57,368 | 6,952 | 0.08% | 0.09% | 61 | +4,014 | 7.52% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 56,187 | 6,809 | 0.99% | 1.04% | 62 | -2,314 | -3.96% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Reduced | 55,461 | 6,721 | 0.08% | 0.1% | 63 | -2,402 | -4.15% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Reduced | 54,930 | 6,656 | 1.37% | 1.44% | 64 | -1,352 | -2.4% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 54,922 | 6,656 | 0.12% | 0.12% | 65 | +1,112 | 2.07% | Q1 2026 | Apr 10, 2026 |
| ASPIRIANT, LLC | History | No change | 54,846 | 6,646 | 0.19% | 0.2% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 52,521 | 6,365 | 1.5% | 1.84% | 67 | -5,954 | -10.18% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 48,852 | 5,920 | 0.01% | 0.01% | 68 | -2,231 | -4.37% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 46,200 | 5,599 | 0.11% | 0.12% | 69 | -1,158 | -2.45% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Reduced | 45,714 | 5,540 | 0.01% | 0.01% | 70 | -6,159 | -11.87% | Q1 2026 | May 06, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 44,888 | 5,440 | 4.5% | 4.69% | 71 | +4,516 | 11.19% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,257 | 5,363 | 0.02% | 0.02% | 72 | +14,741 | 49.94% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | Reduced | 43,245 | 5,240 | 0.08% | 0.09% | 73 | -506 | -1.16% | Q1 2026 | Apr 13, 2026 |
| SOFI WEALTH, LLC | History | Added to | 42,790 | 5,185 | 0.25% | 0.22% | 74 | +8,482 | 24.72% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 40,142 | 5,171 | 0.38% | 0.38% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 42,434 | 5,142 | 3.97% | 4.25% | 76 | -1,452 | -3.31% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 39,483 | 5,086 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Added to | 39,065 | 4,734 | 1.99% | 0.43% | 78 | +32,904 | 534.07% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 38,277 | 4,638 | 0.16% | 0.03% | 79 | +30,647 | 401.66% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,764 | 4,576 | 0.04% | 0.02% | 80 | +21,952 | 138.83% | Q1 2026 | May 15, 2026 |
| Moment Partners, LLC | History | Reduced | 36,917 | 4,474 | 0.8% | 0.98% | 81 | -146 | -0.39% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,835 | 4,464 | 0.56% | 0.63% | 82 | -3,312 | -8.25% | Q1 2026 | Apr 21, 2026 |
| Erste Asset Management GmbH | History | Reduced | 36,621 | 4,440 | 0.04% | 0.05% | 83 | -11,140 | -23.32% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 35,494 | 4,301 | 0.24% | 0.27% | 84 | +624 | 1.79% | Q1 2026 | May 14, 2026 |
| Columbia Bank | History | Added to | 35,440 | 4,294 | 1.23% | 1.25% | 85 | +600 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 35,428 | 4,293 | 1.26% | 1.35% | 86 | -770 | -2.13% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 35,191 | 4,264 | 0.87% | 0.89% | 87 | +106 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 34,117 | 4,134 | 2.18% | 2.46% | 88 | -323 | -0.94% | Q1 2026 | Apr 23, 2026 |
| First Affirmative Financial Network | History | New | 33,981 | 4,118 | 1.6% | — | 89 | +33,981 | New | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 33,858 | 4,102 | 0.03% | 0.03% | 90 | -2,000 | -5.58% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 33,387 | 4,046 | 0.02% | 0.02% | 91 | -532 | -1.57% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 33,362 | 4,043 | 2.39% | 2.56% | 92 | +20,526 | 159.91% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 33,306 | 4,036 | 0.04% | — | 93 | +33,306 | New | Q1 2026 | May 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 32,425 | 3,929 | 0.71% | 0.67% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Added to | 31,855 | 3,860 | 0.09% | 0.09% | 95 | +909 | 2.94% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,548 | 3,823 | 0.01% | 0.01% | 96 | +5,046 | 19.04% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 29,214 | 3,762 | 0.02% | 0.03% | 97 | -2,529 | -7.97% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 30,502 | 3,696 | 2.91% | 3.24% | 98 | -2 | -0.01% | Q1 2026 | Apr 24, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,526 | 3,675 | 0.34% | 0.33% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 26,769 | 3,622 | 0.5% | 0.57% | 100 | -2,613 | -8.89% | Q1 2026 | Apr 28, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 29,506 | 3,575 | 0.2% | 0.29% | 101 | -12,968 | -30.53% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,477 | 3,572 | 0.0% | 0.0% | 102 | -244 | -0.82% | Q1 2026 | May 07, 2026 |
| FORBES J M & CO LLP | History | Added to | 29,299 | 3,550 | 0.3% | 0.29% | 103 | +1,157 | 4.11% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,260 | 3,546 | 0.03% | 0.03% | 104 | +3,311 | 12.76% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 28,717 | 3,480 | 0.0% | 0.0% | 105 | +8,047 | 38.93% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 28,375 | 3,438 | 2.39% | 2.3% | 106 | +2,633 | 10.23% | Q1 2026 | Apr 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 27,871 | 3,377 | 0.11% | 0.33% | 107 | -44,870 | -61.68% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,338 | 3,342 | 0.0% | 0.0% | 108 | +8,022 | 39.49% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 27,252 | 3,302 | 0.12% | 0.14% | 109 | -2,436 | -8.21% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 26,815 | 3,249 | 0.03% | 0.03% | 110 | -1,494 | -5.28% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,525 | 3,214 | 0.02% | 0.02% | 111 | -1,936 | -6.8% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,489 | 3,210 | 0.02% | 0.02% | 112 | +63 | 0.24% | Q1 2026 | May 08, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 26,202 | 3,175 | 0.91% | 0.93% | 113 | -115 | -0.44% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 25,218 | 3,056 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,026 | 3,032 | 0.01% | 0.01% | 115 | -3,879 | -13.42% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 25,005 | 3,030 | 0.03% | 0.03% | 116 | -4,033 | -13.89% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,476 | 2,997 | 0.07% | 0.07% | 117 | -39 | -0.17% | Q1 2026 | May 04, 2026 |
| Accredited Investors Inc. | History | Added to | 24,716 | 2,995 | 0.16% | 0.17% | 119 | +445 | 1.83% | Q1 2026 | Apr 30, 2026 |
| Gibson Capital, LLC | History | Reduced | 24,717 | 2,995 | 0.56% | 0.58% | 118 | -24 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Creekside Partners | History | Reduced | 24,517 | 2,971 | 1.22% | 1.34% | 120 | -181 | -0.73% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 24,189 | 2,931 | 0.29% | 0.32% | 121 | -1,201 | -4.73% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 23,618 | 2,862 | 2.09% | 2.48% | 122 | -2,675 | -10.17% | Q1 2026 | May 08, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 23,380 | 2,833 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stanich Group LLC | History | Reduced | 23,151 | 2,805 | 2.14% | 2.25% | 124 | -63 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 23,139 | 2,804 | 1.01% | 1.05% | 125 | +424 | 1.87% | Q1 2026 | May 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,106 | 2,800 | 0.0% | 0.0% | 126 | +18,176 | 368.68% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 22,655 | 2,745 | 1.42% | 1.53% | 127 | -1,708 | -7.01% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 22,291 | 2,701 | 0.36% | 0.41% | 128 | -2,525 | -10.17% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,037 | 2,670 | 0.06% | 0.06% | 129 | +16 | 0.07% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 21,863 | 2,649 | 0.29% | 0.32% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 21,452 | 2,599 | 0.01% | 0.01% | 131 | -119 | -0.55% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 21,258 | 2,576 | 0.01% | 0.01% | 132 | +195 | 0.93% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,240 | 2,574 | 0.0% | 0.0% | 133 | +14,982 | 239.41% | Q1 2026 | May 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 21,175 | 2,566 | 1.7% | 1.65% | 135 | +1,037 | 5.15% | Q1 2026 | Apr 21, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 21,174 | 2,566 | 0.27% | 0.3% | 134 | -200 | -0.94% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 20,396 | 2,471 | 0.01% | 0.01% | 136 | -1,952 | -8.73% | Q1 2026 | May 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,000 | 2,423 | 0.68% | 0.62% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,617 | 2,396 | 0.04% | 0.05% | 138 | -713 | -3.51% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,330 | 2,342 | 0.02% | 0.02% | 139 | +104 | 0.54% | Q1 2026 | Apr 27, 2026 |
| Boston Trust Walden Corp | History | No change | 19,003 | 2,302 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 18,986 | 2,300 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 18,970 | 2,298 | 0.33% | 0.35% | 142 | -129 | -0.68% | Q1 2026 | Apr 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 18,877 | 2,287 | 0.22% | 0.23% | 143 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,606 | 2,254 | 0.01% | 0.01% | 144 | +708 | 3.96% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,584 | 2,252 | 0.11% | 0.14% | 145 | -1,675 | -8.27% | Q1 2026 | Apr 23, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 18,531 | 2,245 | 1.08% | 1.25% | 146 | -600 | -3.14% | Q1 2026 | Apr 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,305 | 2,218 | 0.06% | 0.06% | 147 | +235 | 1.3% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,053 | 2,187 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,001 | 2,181 | 0.0% | 0.0% | 149 | +13,852 | 333.86% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 17,946 | 2,174 | 0.06% | 0.08% | 150 | -1,645 | -8.4% | Q1 2026 | Apr 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 17,809 | 2,158 | 0.28% | 0.27% | 151 | -174 | -0.97% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,678 | 2,142 | 0.02% | 0.02% | 152 | +278 | 1.6% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 17,238 | 2,089 | 0.64% | 0.53% | 153 | -1,904 | -9.95% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | Reduced | 17,200 | 2,084 | 0.17% | 0.26% | 154 | -7,529 | -30.45% | Q1 2026 | Apr 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,314 | 1,992 | 0.02% | 0.02% | 155 | +1,264 | 8.4% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,431 | 1,991 | 0.02% | 0.02% | 156 | +73 | 0.45% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 16,264 | 1,971 | 0.14% | 0.16% | 157 | -247 | -1.5% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 16,028 | 1,942 | 0.17% | 0.15% | 158 | -3,302 | -17.08% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 15,991 | 1,938 | 0.06% | 0.06% | 159 | +657 | 4.28% | Q1 2026 | Apr 06, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 15,555 | 1,885 | 0.15% | 0.15% | 160 | -90 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 15,474 | 1,875 | 1.56% | 1.8% | 161 | -1,302 | -7.76% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 15,260 | 1,849 | 0.35% | 0.36% | 162 | +82 | 0.54% | Q1 2026 | Apr 03, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 14,830 | 1,797 | 0.41% | 0.43% | 163 | +94 | 0.64% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,678 | 1,762 | 0.09% | 0.08% | 164 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,462 | 1,752 | 0.07% | 0.07% | 165 | +9,525 | 192.93% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 14,412 | 1,746 | 0.04% | 0.04% | 166 | -146 | -1.0% | Q1 2026 | May 12, 2026 |
| 1015 Capital Partners, LLC | History | No change | 14,380 | 1,742 | 1.69% | 1.82% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,326 | 1,736 | 0.02% | 0.02% | 169 | +2,809 | 24.39% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 14,329 | 1,736 | 0.06% | 0.06% | 168 | -25 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Financial Insights, Inc. | History | Reduced | 14,151 | 1,714 | 0.56% | 0.64% | 170 | -770 | -5.16% | Q1 2026 | May 18, 2026 |
| PFG Advisors | History | Reduced | 13,877 | 1,681 | 0.08% | 0.09% | 171 | -684 | -4.7% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 13,785 | 1,670 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 13,742 | 1,665 | 0.01% | 0.01% | 173 | -207 | -1.48% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,545 | 1,641 | 0.07% | — | 175 | +13,545 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,416 | 1,641 | 0.0% | 0.0% | 174 | -8,579 | -39.0% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,697 | 1,635 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,192 | 1,599 | 0.21% | 0.15% | 177 | +3,234 | 32.48% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,196 | 1,599 | 0.04% | 0.05% | 178 | +1,653 | 14.32% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,119 | 1,589 | 0.05% | 0.06% | 179 | -2,912 | -18.16% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,308 | 1,585 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 13,065 | 1,583 | 0.15% | 0.17% | 181 | -90 | -0.68% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,343 | 1,581 | 0.0% | — | 182 | +14,343 | New | Q1 2026 | May 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,942 | 1,568 | 0.22% | 0.23% | 183 | +150 | 1.17% | Q1 2026 | May 14, 2026 |
| POTENTIA WEALTH | History | Added to | 12,502 | 1,515 | 0.58% | 0.55% | 184 | +845 | 7.25% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,951 | 1,488 | 0.12% | 0.11% | 186 | +1,055 | 10.66% | Q1 2026 | May 01, 2026 |
| WHI TRUST Co LLC | History | No change | 12,280 | 1,488 | 1.12% | 1.22% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,270 | 1,487 | 0.02% | 0.03% | 187 | +797 | 6.95% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 12,173 | 1,475 | 0.1% | 0.11% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 12,152 | 1,472 | 0.1% | 0.11% | 189 | -269 | -2.17% | Q1 2026 | May 07, 2026 |
| Bensler, LLC | History | Added to | 12,052 | 1,460 | 0.15% | 0.14% | 190 | +1,284 | 11.92% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,000 | 1,454 | 0.27% | 0.27% | 191 | -574 | -4.56% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,764 | 1,425 | 0.02% | 0.02% | 192 | +1,077 | 10.08% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 11,477 | 1,390 | 0.0% | 0.0% | 193 | -1,394 | -10.83% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,434 | 1,385 | 0.02% | 0.02% | 194 | +34 | 0.3% | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 11,290 | 1,379 | 0.23% | 0.24% | 195 | +29 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,367 | 1,377 | 0.01% | 0.02% | 196 | +15 | 0.13% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,320 | 1,371 | 0.02% | 0.02% | 197 | +1,270 | 12.64% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,292 | 1,368 | 0.06% | 0.07% | 198 | +513 | 4.76% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,267 | 1,365 | 0.06% | 0.06% | 199 | +1,237 | 12.33% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 11,028 | 1,354 | 0.02% | 0.02% | 200 | -2,450 | -18.18% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,104 | 1,345 | 0.01% | 0.01% | 201 | -451 | -3.9% | Q1 2026 | Apr 30, 2026 |
| MA Private Wealth | History | No change | 10,849 | 1,314 | 0.22% | 0.23% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,689 | 1,295 | 0.03% | 0.03% | 203 | -909 | -7.84% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 10,442 | 1,282 | 0.03% | 0.03% | 204 | -210 | -1.97% | Q1 2026 | Apr 28, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 10,252 | 1,242 | 0.24% | 0.27% | 205 | -530 | -4.92% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,202 | 1,236 | 0.02% | 0.03% | 206 | -591 | -5.48% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisory Team LLC | History | No change | 9,586 | 1,235 | 1.09% | 1.09% | 207 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,106 | 1,224 | 0.02% | 0.02% | 208 | +2,017 | 24.94% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,888 | 1,198 | 0.04% | 0.05% | 209 | -1,152 | -10.43% | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | Reduced | 9,714 | 1,177 | 0.35% | 0.44% | 210 | -138 | -1.4% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,345 | 1,132 | 0.02% | 0.02% | 211 | -755 | -7.48% | Q1 2026 | May 07, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 9,202 | 1,115 | 0.03% | — | 212 | +9,202 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,164 | 1,110 | 0.06% | 0.08% | 213 | -1,072 | -10.47% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,107 | 1,103 | 0.01% | 0.02% | 214 | -1,200 | -11.64% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,107 | 1,103 | 0.03% | 0.03% | 215 | +312 | 3.55% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,092 | 1,101 | 0.01% | 0.01% | 216 | +532 | 6.21% | Q1 2026 | May 05, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 9,004 | 1,091 | 0.31% | 0.4% | 217 | -1,864 | -17.15% | Q1 2026 | Apr 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,943 | 1,083 | 0.3% | 0.33% | 218 | -114 | -1.26% | Q1 2026 | Apr 08, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 8,322 | 1,072 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 8,782 | 1,064 | 0.48% | 0.53% | 220 | +539 | 6.54% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,738 | 1,058 | 0.03% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 8,682 | 1,052 | 0.02% | 0.02% | 222 | -802 | -8.46% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 8,320 | 1,008 | 0.03% | 0.04% | 223 | -717 | -7.93% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 8,310 | 1,007 | 0.11% | 0.13% | 224 | -235 | -2.75% | Q1 2026 | Apr 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 8,237 | 998 | 0.24% | 0.24% | 225 | +375 | 4.77% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,218 | 995 | 0.01% | 0.01% | 226 | +575 | 7.52% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,266 | 977 | 0.02% | 0.03% | 227 | +1,806 | 33.08% | Q1 2026 | May 01, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,949 | 963 | 0.32% | 0.33% | 228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 7,793 | 944 | 0.04% | 0.05% | 229 | -140 | -1.76% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,757 | 940 | 0.01% | 0.01% | 230 | +2,760 | 55.23% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,735 | 937 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,718 | 935 | 0.01% | 0.01% | 232 | -416 | -5.11% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 7,541 | 913 | 0.0% | 0.0% | 233 | +74 | 0.99% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 7,518 | 911 | 0.01% | 0.01% | 234 | -195 | -2.53% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,510 | 910 | 0.16% | 0.16% | 235 | +322 | 4.48% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 7,478 | 906 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,408 | 897 | 0.0% | 0.01% | 237 | -165 | -2.18% | Q1 2026 | May 13, 2026 |
| Harfst & Associates, Inc. | History | No change | 7,395 | 896 | 0.16% | 0.17% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | New | 7,372 | 893 | 0.33% | — | 239 | +7,372 | New | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 7,362 | 892 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 7,232 | 876 | 0.24% | 0.27% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,128 | 863 | 0.05% | 0.06% | 242 | +3,346 | 88.47% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,071 | 856 | 0.02% | 0.02% | 243 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | No change | 6,938 | 840 | 0.04% | 0.05% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,915 | 838 | 0.01% | 0.01% | 245 | -3,438 | -33.21% | Q1 2026 | Apr 27, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,887 | 834 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 6,134 | 825 | 0.36% | 0.35% | 247 | -319 | -4.94% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 6,755 | 818 | 0.01% | 0.01% | 248 | +277 | 4.28% | Q1 2026 | Apr 16, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 6,693 | 811 | 0.05% | — | 250 | +6,693 | New | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,692 | 811 | 0.08% | 0.09% | 249 | -673 | -9.14% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 5,888 | 797 | 0.01% | 0.01% | 251 | +125 | 2.17% | Q1 2026 | May 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 6,511 | 789 | 0.16% | 0.17% | 252 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 6,483 | 785 | 0.02% | 0.02% | 253 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 6,469 | 783 | 0.17% | 0.18% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VERITY Wealth Advisors | History | No change | 6,355 | 770 | 0.51% | 0.51% | 255 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,302 | 763 | 0.0% | 0.0% | 256 | -197 | -3.03% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,273 | 760 | 0.03% | 0.04% | 257 | -23 | -0.37% | Q1 2026 | May 19, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 6,257 | 758 | 0.24% | 0.22% | 258 | -43 | -0.68% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 6,214 | 753 | 0.01% | 0.01% | 259 | +339 | 5.77% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,213 | 752 | 0.08% | 0.08% | 260 | +23 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,185 | 749 | 0.12% | 0.11% | 262 | +150 | 2.49% | Q1 2026 | May 05, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 6,185 | 749 | 0.19% | 0.21% | 261 | -130 | -2.06% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,136 | 743 | 0.03% | 0.03% | 263 | -58 | -0.94% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 6,101 | 739 | 0.2% | 0.21% | 264 | -39 | -0.64% | Q1 2026 | Apr 16, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 6,086 | 737 | 0.13% | 0.13% | 265 | -5 | -0.08% | Q1 2026 | May 06, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 6,075 | 736 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| First Pacific Financial | History | Reduced | 6,067 | 735 | 0.09% | 0.11% | 267 | -454 | -6.96% | Q1 2026 | Apr 23, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,034 | 731 | 0.07% | 0.1% | 268 | +15 | 0.25% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 6,025 | 730 | 0.29% | 0.34% | 269 | -499 | -7.65% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services | History | Reduced | 5,950 | 721 | 0.21% | 0.25% | 270 | -512 | -7.92% | Q1 2026 | May 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 5,921 | 717 | 0.09% | 0.1% | 271 | -59 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | Added to | 5,902 | 715 | 0.19% | 0.14% | 272 | +1,711 | 40.83% | Q1 2026 | Apr 23, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 5,905 | 715 | 0.15% | 0.17% | 273 | +15 | 0.25% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,840 | 707 | 0.06% | — | 274 | +5,840 | New | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | Reduced | 5,822 | 705 | 0.02% | 0.02% | 275 | -43 | -0.73% | Q1 2026 | May 15, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 5,790 | 701 | 0.28% | 0.3% | 276 | -160 | -2.69% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Reduced | 5,781 | 700 | 0.25% | 0.3% | 277 | -901 | -13.48% | Q1 2026 | Apr 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,675 | 687 | 0.58% | 0.62% | 278 | +12 | 0.21% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,659 | 686 | 0.02% | — | 279 | +5,659 | New | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 5,598 | 678 | 0.35% | 0.34% | 281 | -520 | -8.5% | Q1 2026 | Apr 21, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,598 | 678 | 0.11% | 0.12% | 280 | -200 | -3.45% | Q1 2026 | Apr 16, 2026 |
| Ledyard National Bank | History | Added to | 5,584 | 676 | 0.06% | 0.04% | 282 | +1,960 | 54.08% | Q1 2026 | Apr 24, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 5,500 | 667 | 0.57% | 0.57% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cadia Private Client LLC | History | Added to | 5,435 | 658 | 0.53% | 0.55% | 284 | +14 | 0.26% | Q1 2026 | May 20, 2026 |
| Brooklyn FI, LLC | History | No change | 5,390 | 653 | 0.14% | 0.15% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WNY Asset Management, LLC | History | New | 5,367 | 650 | 0.07% | — | 286 | +5,367 | New | Q1 2026 | May 22, 2026 |
| Members Trust Co | History | No change | 5,349 | 648 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,330 | 645 | 0.02% | 0.03% | 288 | -518 | -8.86% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | No change | 5,290 | 641 | 0.3% | 0.31% | 289 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 4,535 | 640 | 0.04% | 0.04% | 290 | +25 | 0.55% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 5,279 | 639 | 0.02% | 0.02% | 291 | +1,061 | 25.15% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 5,236 | 634 | 0.04% | 0.05% | 292 | -165 | -3.05% | Q1 2026 | Apr 28, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 5,171 | 626 | 0.22% | 0.26% | 293 | -711 | -12.09% | Q1 2026 | May 05, 2026 |
| S.A. Mason LLC | History | Reduced | 5,149 | 624 | 0.23% | 0.27% | 295 | -181 | -3.4% | Q1 2026 | Apr 27, 2026 |
| BURNS J W & CO INC/NY | History | No change | 5,150 | 624 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 5,093 | 617 | 0.59% | 0.55% | 296 | +814 | 19.02% | Q1 2026 | May 05, 2026 |
| Navigation Group, LLC | History | New | 5,089 | 616 | 0.14% | — | 297 | +5,089 | New | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,048 | 611 | 0.01% | 0.01% | 298 | +1,292 | 34.4% | Q1 2026 | Apr 21, 2026 |
| EQ LLC | History | Added to | 4,991 | 604 | 0.17% | 0.17% | 299 | +507 | 11.31% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,973 | 602 | 0.07% | 0.07% | 300 | -213 | -4.11% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,943 | 602 | 0.02% | 0.02% | 301 | +60 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 4,955 | 600 | 0.51% | 0.68% | 302 | -1,126 | -18.52% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,822 | 584 | 0.05% | 0.05% | 303 | -145 | -2.92% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 4,806 | 582 | 0.05% | 0.05% | 304 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,795 | 581 | 0.01% | 0.01% | 305 | -700 | -12.74% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 4,694 | 568 | 0.14% | 0.14% | 306 | +224 | 5.01% | Q1 2026 | May 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 4,685 | 567 | 0.23% | 0.25% | 307 | -210 | -4.29% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,120 | 560 | 0.07% | 0.0% | 309 | +3,933 | 2103.21% | Q1 2026 | May 06, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 4,626 | 560 | 0.22% | 0.26% | 308 | -537 | -10.4% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,572 | 554 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Reduced | 4,564 | 553 | 0.04% | 0.05% | 311 | -541 | -10.6% | Q1 2026 | Apr 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,550 | 551 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| West Financial Advisors, LLC | History | Reduced | 4,539 | 550 | 0.09% | 0.1% | 313 | -33 | -0.72% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,529 | 548 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 4,498 | 545 | 0.07% | 0.07% | 315 | +23 | 0.51% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,464 | 540 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,392 | 532 | 0.09% | 0.1% | 317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Envision Financial LLC | History | New | 4,370 | 529 | 0.28% | — | 319 | +4,370 | New | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,372 | 529 | 0.03% | 0.04% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LWM ADVISORS INC | History | No change | 4,352 | 527 | 0.46% | 0.49% | 320 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SK Wealth Management, LLC | History | Added to | 4,281 | 525 | 0.15% | 0.16% | 321 | +2 | 0.05% | Q1 2026 | May 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 4,327 | 524 | 0.02% | 0.03% | 322 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hilltop Partners LLC | History | Reduced | 4,319 | 523 | 0.13% | 0.14% | 323 | -23 | -0.53% | Q1 2026 | May 12, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 4,279 | 518 | 0.4% | 0.34% | 324 | +1,150 | 36.75% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,252 | 515 | 0.01% | 0.0% | 325 | +671 | 18.74% | Q1 2026 | May 08, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,212 | 510 | 0.02% | 0.03% | 326 | -263 | -5.88% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Added to | 4,201 | 509 | 0.01% | 0.01% | 327 | +31 | 0.74% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | No change | 4,200 | 508 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 4,055 | 491 | 0.15% | 0.16% | 329 | -4 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,028 | 488 | 0.01% | — | 330 | +4,028 | New | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,991 | 483 | 0.22% | 0.23% | 331 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Addison Advisors LLC | History | No change | 3,953 | 479 | 0.11% | 0.11% | 332 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 3,942 | 477 | 0.07% | 0.28% | 335 | -11,225 | -74.01% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3,942 | 477 | 0.01% | 0.05% | 334 | -10,805 | -73.27% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 3,936 | 477 | 0.03% | 0.03% | 333 | +3,807 | 2951.16% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,928 | 476 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,689 | 475 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 3,897 | 472 | 0.04% | 0.04% | 338 | +10 | 0.26% | Q1 2026 | Apr 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,888 | 471 | 0.06% | 0.06% | 339 | -225 | -5.47% | Q1 2026 | Apr 23, 2026 |
| Rossmore Private Capital | History | Added to | 3,868 | 468 | 0.04% | 0.04% | 340 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 3,800 | 460 | 0.05% | 0.07% | 341 | -1,800 | -32.14% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 3,798 | 460 | 0.09% | 0.11% | 342 | -575 | -13.15% | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,773 | 457 | 0.48% | 0.56% | 343 | -436 | -10.36% | Q1 2026 | Apr 23, 2026 |
| West Wealth Group, LLC | History | Added to | 3,769 | 456 | 0.09% | 0.1% | 344 | +19 | 0.51% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,747 | 454 | 0.03% | 0.03% | 346 | -246 | -6.16% | Q1 2026 | May 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,754 | 454 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 3,744 | 453 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 3,746 | 453 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TrinityBridge Ltd | History | No change | 3,715 | 450 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 3,709 | 449 | 0.01% | — | 350 | +3,709 | New | Q1 2026 | May 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 3,701 | 448 | 0.24% | 0.14% | 352 | +1,696 | 84.59% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,369 | 448 | 0.02% | 0.02% | 351 | -232 | -6.44% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,695 | 447 | 0.0% | 0.0% | 353 | +3,595 | 3595.0% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,688 | 446 | 0.06% | 0.08% | 354 | -598 | -13.95% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,643 | 441 | 0.01% | 0.01% | 355 | +13 | 0.36% | Q1 2026 | May 18, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 3,592 | 435 | 0.18% | 0.2% | 356 | -32 | -0.88% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 3,587 | 434 | 0.06% | 0.06% | 357 | +94 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | Added to | 3,527 | 427 | 0.06% | 0.04% | 358 | +1,357 | 62.53% | Q1 2026 | Apr 14, 2026 |
| MYECFO, LLC | History | Added to | 3,500 | 424 | 0.18% | 0.19% | 359 | +70 | 2.04% | Q1 2026 | Apr 07, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 3,457 | 418 | 0.03% | 0.03% | 360 | -75 | -2.12% | Q1 2026 | Apr 16, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 3,408 | 413 | 0.04% | 0.04% | 361 | +224 | 7.04% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | No change | 3,410 | 413 | 0.01% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 3,402 | 412 | 0.26% | 0.28% | 363 | -182 | -5.08% | Q1 2026 | Apr 28, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 3,394 | 411 | 0.1% | 0.11% | 364 | +6 | 0.18% | Q1 2026 | Apr 20, 2026 |
| TrustBank | History | No change | 3,354 | 406 | 0.16% | 0.18% | 365 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 3,326 | 403 | 0.12% | 0.12% | 366 | +297 | 9.81% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,313 | 402 | 0.01% | 0.01% | 367 | -376 | -10.19% | Q1 2026 | May 14, 2026 |
| Essential Planning, LLC. | History | Added to | 3,317 | 401 | 0.13% | 0.14% | 369 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | No change | 2,846 | 401 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 3,299 | 399 | 0.02% | 0.02% | 370 | +75 | 2.33% | Q1 2026 | Apr 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 3,279 | 397 | 0.2% | 0.23% | 371 | -201 | -5.78% | Q1 2026 | Apr 16, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 3,273 | 396 | 0.09% | 0.09% | 372 | +7 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 3,276 | 396 | 0.07% | 0.08% | 373 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 3,268 | 396 | 0.24% | 0.21% | 374 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | Added to | 3,264 | 395 | 0.03% | 0.04% | 375 | +23 | 0.71% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,241 | 392 | 0.02% | 0.03% | 376 | -199 | -5.78% | Q1 2026 | Apr 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,233 | 391 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,218 | 390 | 0.27% | 0.31% | 378 | -361 | -10.09% | Q1 2026 | May 04, 2026 |
| Oxler Private Wealth LLC | History | Added to | 3,205 | 388 | 0.12% | 0.12% | 379 | +8 | 0.25% | Q1 2026 | Apr 28, 2026 |
| YANKCOM Partnership | History | No change | 3,203 | 388 | 0.16% | 0.18% | 380 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 3,200 | 387 | 0.01% | 0.01% | 381 | -482 | -13.09% | Q1 2026 | May 13, 2026 |
| May Hill Capital, LLC | History | No change | 3,197 | 387 | 0.1% | 0.11% | 382 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Curi Capital, LLC | History | Added to | 3,165 | 383 | 0.01% | 0.0% | 383 | +1,128 | 55.38% | Q1 2026 | May 15, 2026 |
| MRA Advisory Group | History | Added to | 3,127 | 378 | 0.15% | 0.17% | 384 | +41 | 1.33% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 3,119 | 377 | 0.02% | 0.01% | 385 | +1,520 | 95.06% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,080 | 373 | 0.02% | 0.03% | 386 | -2,007 | -39.45% | Q1 2026 | Apr 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,038 | 371 | 0.03% | 0.03% | 387 | -285 | -8.58% | Q1 2026 | Apr 27, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,048 | 369 | 0.02% | 0.03% | 388 | -1,128 | -27.01% | Q1 2026 | Apr 17, 2026 |
| GenTrust, LLC | History | No change | 3,037 | 368 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,024 | 366 | 0.06% | 0.07% | 391 | -123 | -3.91% | Q1 2026 | Apr 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,027 | 366 | 0.02% | 0.02% | 392 | -62 | -2.01% | Q1 2026 | May 07, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 3,026 | 366 | 0.07% | 0.07% | 390 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,000 | 363 | 0.07% | 0.07% | 393 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,964 | 359 | 0.01% | 0.01% | 394 | -170 | -5.42% | Q1 2026 | May 15, 2026 |
| Erickson Financial Group, LLC | History | Added to | 2,941 | 356 | 0.22% | 0.23% | 395 | +8 | 0.27% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 2,935 | 355 | 0.01% | 0.01% | 396 | -298 | -9.22% | Q1 2026 | Apr 07, 2026 |
| Maia Wealth LLC | History | Reduced | 2,928 | 354 | 0.06% | 0.09% | 399 | -1,162 | -28.41% | Q1 2026 | May 08, 2026 |
| Traveka Wealth, LLC | History | Reduced | 2,923 | 354 | 0.14% | 0.16% | 398 | -219 | -6.97% | Q1 2026 | Apr 22, 2026 |
| Trilogy Capital Inc. | History | Added to | 2,924 | 354 | 0.02% | 0.02% | 397 | +170 | 6.17% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,912 | 352 | 0.05% | 0.05% | 400 | +327 | 12.65% | Q1 2026 | Apr 15, 2026 |
| Somerset Group LLC | History | Added to | 2,615 | 348 | 0.26% | 0.25% | 401 | +83 | 3.28% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Reduced | 2,868 | 347 | 0.01% | 0.01% | 403 | -357 | -11.07% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,871 | 347 | 0.04% | 0.04% | 405 | -92 | -3.1% | Q1 2026 | Apr 28, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,870 | 347 | 0.08% | 0.08% | 404 | +68 | 2.43% | Q1 2026 | Apr 10, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 2,871 | 347 | 0.18% | 0.2% | 402 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sage Capital Management, LLC | History | No change | 2,835 | 343 | 0.16% | 0.17% | 406 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,803 | 340 | 0.01% | 0.01% | 407 | +53 | 1.93% | Q1 2026 | May 11, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,800 | 339 | 0.22% | 0.24% | 408 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 2,780 | 336 | 0.04% | 0.05% | 409 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,765 | 335 | 0.01% | 0.03% | 410 | -4,300 | -60.86% | Q1 2026 | Apr 27, 2026 |
| Fielder Capital Group LLC | History | No change | 2,759 | 334 | 0.07% | 0.08% | 411 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LongView Asset Management LLC | History | No change | 2,580 | 332 | 0.23% | 0.23% | 412 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,733 | 331 | 0.07% | 0.08% | 413 | +20 | 0.74% | Q1 2026 | Apr 27, 2026 |
| Keel Point, LLC | History | No change | 2,564 | 330 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 2,715 | 329 | 0.01% | 0.01% | 415 | +307 | 12.75% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,709 | 328 | 0.0% | — | 416 | +2,709 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,683 | 325 | 0.01% | 0.01% | 417 | +737 | 37.87% | Q1 2026 | Apr 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 2,679 | 324 | 0.02% | 0.02% | 418 | -15 | -0.56% | Q1 2026 | May 06, 2026 |
| Wealth Management Associates, Inc. | History | No change | 2,634 | 319 | 0.11% | 0.12% | 419 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 2,619 | 317 | 0.32% | 0.33% | 420 | -138 | -5.01% | Q1 2026 | Apr 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,608 | 316 | 0.01% | 0.01% | 421 | -39 | -1.47% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,574 | 311 | 0.1% | 0.11% | 422 | -210 | -7.54% | Q1 2026 | May 08, 2026 |
| Bedminster, LLC | History | No change | 2,570 | 311 | 0.29% | 0.3% | 423 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JB Capital LLC | History | Reduced | 2,560 | 310 | 0.01% | 0.02% | 424 | -438 | -14.61% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 2,394 | 308 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,500 | 302 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,402 | 302 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,500 | 302 | 0.05% | 0.05% | 428 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASL Financial, LLC | History | No change | 2,500 | 302 | 0.24% | 0.25% | 429 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DDFG, Inc | History | No change | 2,469 | 299 | 0.06% | 0.07% | 430 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vantus Wealth LLC | History | No change | 2,315 | 298 | 0.22% | 0.22% | 431 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 2,447 | 296 | 0.0% | 0.0% | 432 | +1,654 | 208.58% | Q1 2026 | May 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 2,398 | 290 | 0.05% | 0.06% | 433 | -235 | -8.93% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,382 | 288 | 0.0% | 0.0% | 436 | -746 | -23.85% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 2,377 | 288 | 0.0% | 0.0% | 434 | -658 | -21.68% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 2,377 | 288 | 0.03% | 0.04% | 435 | -402 | -14.47% | Q1 2026 | May 11, 2026 |
| Brown Financial Advisors | History | Added to | 2,352 | 285 | 0.11% | 0.11% | 437 | +52 | 2.26% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,350 | 284 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,328 | 282 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 2,320 | 281 | 0.08% | 0.06% | 441 | +671 | 40.69% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,318 | 281 | 0.01% | 0.01% | 440 | -198 | -7.87% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,301 | 278 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 2,297 | 278 | 0.26% | 0.28% | 443 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 2,256 | 273 | 0.24% | 0.26% | 444 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 2,232 | 270 | 0.16% | 0.17% | 446 | -43 | -1.89% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | No change | 2,232 | 270 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,207 | 267 | 0.0% | 0.01% | 447 | -180 | -7.54% | Q1 2026 | Apr 21, 2026 |
| Concord Wealth Partners | History | Reduced | 2,194 | 265 | 0.03% | 0.04% | 449 | -32 | -1.44% | Q1 2026 | May 01, 2026 |
| CRA Financial Services, LLC | History | No change | 2,193 | 265 | 0.03% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rossby Financial, LCC | History | Added to | 2,167 | 264 | 0.05% | 0.07% | 450 | +337 | 18.42% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 2,171 | 263 | 0.0% | 0.01% | 451 | -195 | -8.24% | Q1 2026 | May 11, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 2,168 | 262 | 0.15% | 0.17% | 452 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Snider Financial Group | History | Added to | 2,155 | 261 | 0.08% | 0.06% | 454 | +346 | 19.13% | Q1 2026 | Apr 15, 2026 |
| Weaver Consulting Group | History | No change | 2,160 | 261 | 0.06% | 0.07% | 453 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,122 | 257 | 0.02% | 0.02% | 455 | +9 | 0.43% | Q1 2026 | Apr 28, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 2,110 | 255 | 0.16% | 0.18% | 456 | -167 | -7.33% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,094 | 253 | 0.01% | 0.01% | 457 | +4 | 0.19% | Q1 2026 | May 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,090 | 253 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 2,074 | 251 | 0.07% | 0.08% | 459 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 2,061 | 249 | 0.12% | 0.13% | 460 | +58 | 2.9% | Q1 2026 | Apr 24, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 2,045 | 247 | 0.15% | 0.18% | 461 | -492 | -19.39% | Q1 2026 | Apr 15, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 2,044 | 247 | 0.21% | 0.21% | 462 | +69 | 3.49% | Q1 2026 | Apr 16, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 2,030 | 246 | 0.04% | 0.04% | 465 | +250 | 14.04% | Q1 2026 | May 01, 2026 |
| Old Port Advisors | History | Reduced | 2,037 | 246 | 0.06% | 0.07% | 463 | -75 | -3.55% | Q1 2026 | Apr 06, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 2,038 | 246 | 0.14% | 0.14% | 464 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 2,003 | 242 | 0.05% | 0.05% | 470 | +158 | 8.56% | Q1 2026 | May 01, 2026 |
| Banco Santander, S.A. | History | No change | 2,000 | 242 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 242 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,005 | 242 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | No change | 1,998 | 242 | 0.07% | 0.08% | 469 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 1,990 | 241 | 0.24% | 0.24% | 471 | -136 | -6.4% | Q1 2026 | Apr 22, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,965 | 238 | 0.03% | 0.03% | 472 | +13 | 0.67% | Q1 2026 | Apr 10, 2026 |
| Compton Financial Group, LLC | History | No change | 1,970 | 238 | 0.05% | 0.06% | 473 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JSF Financial, LLC | History | Added to | 1,960 | 237 | 0.05% | 0.05% | 474 | +83 | 4.42% | Q1 2026 | May 07, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 1,950 | 236 | 0.05% | 0.06% | 475 | -34 | -1.71% | Q1 2026 | Apr 27, 2026 |
| Vericrest Private Wealth | History | No change | 1,954 | 236 | 0.21% | 0.22% | 476 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Added to | 1,920 | 232 | 0.01% | 0.01% | 477 | +895 | 87.32% | Q1 2026 | May 08, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 1,917 | 232 | 0.02% | 0.02% | 478 | -102 | -5.05% | Q1 2026 | May 14, 2026 |
| Darden Wealth Group Inc | History | No change | 1,907 | 231 | 0.12% | 0.12% | 479 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TSG Advice Partners, LLC | History | Added to | 1,893 | 229 | 0.03% | 0.03% | 480 | +128 | 7.25% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Reduced | 1,887 | 228 | 0.02% | 0.04% | 481 | -149 | -7.32% | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,866 | 226 | 0.05% | 0.07% | 482 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GTS FINANCIAL, LLC | History | New | 2,205 | 225 | 0.18% | — | 486 | +2,205 | New | Q1 2026 | May 19, 2026 |
| Savant Capital, LLC | History | Added to | 1,857 | 225 | 0.0% | 0.0% | 483 | +33 | 1.81% | Q1 2026 | May 04, 2026 |
| Capital Advantage, Inc. | History | No change | 1,861 | 225 | 0.03% | 0.03% | 484 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,864 | 225 | 0.11% | 0.13% | 485 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 1,655 | 220 | 0.02% | 0.02% | 487 | -91 | -5.21% | Q1 2026 | Apr 29, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,819 | 220 | 0.06% | 0.07% | 488 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 1,811 | 219 | 0.06% | 0.07% | 489 | -74 | -3.93% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 1,800 | 218 | 0.02% | — | 491 | +1,800 | New | Q1 2026 | May 12, 2026 |
| Colorado Capital Management, Inc. | History | No change | 1,798 | 218 | 0.08% | 0.09% | 490 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Diversified Trust Co | History | Reduced | 1,792 | 217 | 0.0% | 0.0% | 492 | -32 | -1.75% | Q1 2026 | Apr 16, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,769 | 214 | 0.07% | 0.09% | 493 | -248 | -12.3% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,764 | 213 | 0.12% | 0.14% | 495 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,762 | 213 | 0.01% | 0.02% | 494 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Olde Wealth Management, LLC | History | No change | 1,750 | 212 | 0.07% | 0.07% | 496 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,747 | 211 | 0.0% | 0.0% | 497 | +3 | 0.17% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,733 | 210 | 0.0% | 0.0% | 498 | -86 | -4.73% | Q1 2026 | May 14, 2026 |
| High Falls Advisors, Inc | History | No change | 1,629 | 209 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,774 | 208 | 0.01% | 0.01% | 500 | -1,065 | -37.51% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 1,700 | 206 | 0.05% | 0.06% | 501 | -350 | -17.07% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,673 | 202 | 0.0% | 0.01% | 503 | -735 | -30.52% | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,667 | 202 | 0.01% | 0.01% | 502 | +496 | 42.36% | Q1 2026 | May 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 1,659 | 201 | 0.03% | 0.03% | 504 | +1 | 0.06% | Q1 2026 | Apr 08, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,640 | 198 | 0.1% | 0.11% | 505 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,548 | 187 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,488 | 180 | 0.01% | — | 507 | +1,488 | New | Q1 2026 | Apr 14, 2026 |
| Clearstead Trust, LLC | History | No change | 1,403 | 170 | 0.03% | 0.03% | 508 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | New | 1,371 | 166 | 0.01% | — | 510 | +1,371 | New | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,376 | 166 | 0.01% | 0.01% | 509 | -221 | -13.84% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,355 | 164 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KBC Group NV | History | Reduced | 1,239 | 150 | 0.0% | 0.0% | 512 | -1,787 | -59.05% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,230 | 149 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROGCO, LP | History | Reduced | 1,226 | 148 | 0.05% | 0.34% | 514 | -6,675 | -84.48% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,200 | 145 | 0.0% | 0.0% | 515 | -682 | -36.24% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | No change | 1,200 | 145 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,186 | 143 | 0.01% | — | 517 | +1,186 | New | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 1,151 | 139 | 0.01% | 0.01% | 519 | -31 | -2.62% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,150 | 139 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,134 | 137 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,093 | 132 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,089 | 131 | 0.04% | 0.04% | 522 | +3 | 0.28% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,000 | 121 | 0.01% | 0.0% | 523 | -3,264 | -76.55% | Q1 2026 | May 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 1,000 | 121 | 0.12% | 0.13% | 524 | -50 | -4.76% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 960 | 116 | 0.04% | 0.04% | 525 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 944 | 114 | 0.05% | 0.05% | 526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 911 | 110 | 0.01% | 0.01% | 527 | +44 | 5.07% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 883 | 107 | 0.03% | — | 528 | +883 | New | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 850 | 102 | 0.01% | — | 530 | +850 | New | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 847 | 102 | 0.01% | 0.0% | 529 | +671 | 381.25% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 757 | 91 | 0.01% | 0.01% | 531 | +25 | 3.42% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 730 | 88 | 0.01% | 0.01% | 532 | +29 | 4.14% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | Reduced | 695 | 84 | 0.0% | 0.0% | 534 | -267 | -27.75% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 700 | 84 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 657 | 79 | 0.06% | 0.07% | 535 | +6 | 0.92% | Q1 2026 | Apr 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 645 | 78 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Added to | 624 | 75 | 0.02% | 0.02% | 537 | +11 | 1.79% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 606 | 73 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 564 | 72 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 572 | 69 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 529 | 68 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 541 | 66 | 0.01% | 0.01% | 542 | +67 | 14.14% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 539 | 65 | 0.02% | 0.03% | 543 | -195 | -26.57% | Q1 2026 | Apr 03, 2026 |
| Bank of New Hampshire | History | No change | 510 | 61 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Advisors | History | No change | 500 | 60 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 461 | 55 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JDM Financial Group LLC | History | New | 445 | 53 | 0.02% | — | 549 | +445 | New | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Added to | 444 | 53 | 0.0% | 0.0% | 547 | +167 | 60.29% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 443 | 53 | 0.0% | 0.0% | 548 | -50 | -10.14% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 413 | 50 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 384 | 49 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 400 | 48 | 0.03% | 0.04% | 552 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 380 | 46 | 0.0% | — | 554 | +380 | New | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 380 | 46 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 356 | 43 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 358 | 43 | 0.01% | 0.02% | 556 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EFG International AG | History | New | 340 | 41 | 0.0% | — | 557 | +340 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | Added to | 316 | 38 | 0.04% | 0.04% | 558 | +1 | 0.32% | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | New | 300 | 36 | 0.03% | — | 561 | +300 | New | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 304 | 36 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 296 | 36 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 297 | 35 | 0.0% | 0.0% | 562 | -358 | -54.66% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 271 | 32 | 0.02% | 0.02% | 563 | -29 | -9.67% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 256 | 31 | 0.02% | 0.03% | 564 | -125 | -32.81% | Q1 2026 | Apr 21, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 211 | 28 | 0.01% | 0.01% | 565 | +1 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 220 | 26 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Copia Wealth Management | History | No change | 210 | 25 | 0.02% | 0.02% | 567 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Reduced | 206 | 24 | 0.01% | 0.01% | 568 | -6 | -2.83% | Q1 2026 | May 14, 2026 |
| Kennebec Savings Bank | History | No change | 189 | 22 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | No change | 180 | 21 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 170 | 21 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | No change | 158 | 19 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vision Retirement, LLC | History | No change | 157 | 19 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 152 | 18 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 150 | 18 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | No change | 146 | 17 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | No change | 137 | 17 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 130 | 15 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 125 | 15 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 118 | 14 | 0.01% | 0.18% | 580 | -1,741 | -93.65% | Q1 2026 | Apr 29, 2026 |
| Hanson & Doremus Investment Management | History | No change | 105 | 13 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 96 | 11 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 83 | 10 | 0.0% | 0.0% | 583 | -12,424 | -99.34% | Q1 2026 | May 12, 2026 |
| Founders Capital Management | History | No change | 89 | 10 | 0.0% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 57 | 6 | 0.0% | — | 588 | +57 | New | Q1 2026 | Apr 16, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 55 | 6 | 0.0% | — | 589 | +55 | New | Q1 2026 | May 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 50 | 6 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 42 | 5 | 0.0% | — | 590 | +42 | New | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 591 | -53 | -63.86% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | No change | 26 | 3 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 20 | 2 | 0.0% | 0.0% | 593 | +4 | 25.0% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Raleigh Capital Management Inc. | History | New | 16 | 1 | 0.0% | — | 598 | +16 | New | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 13 | 1 | 0.0% | 0.0% | 597 | +3 | 30.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 3.23% | — | -30,352 | -100.0% | Q1 2026 | May 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,855 | -100.0% | Q1 2026 | May 15, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 1.61% | — | -21,202 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.74% | — | -16,084 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -13,556 | -100.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,811 | -100.0% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,806 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,713 | -100.0% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -3,994 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,644 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,597 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,478 | -100.0% | Q1 2026 | May 20, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,349 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,233 | -100.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,772 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,681 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -2,330 | -100.0% | Q1 2026 | Apr 20, 2026 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,330 | -100.0% | Q1 2026 | May 05, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,144 | -100.0% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,040 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,996 | -100.0% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,964 | -100.0% | Q1 2026 | May 04, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,841 | -100.0% | Q1 2026 | May 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,795 | -100.0% | Q1 2026 | May 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,711 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,683 | -100.0% | Q1 2026 | Apr 21, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,663 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ProVise Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,650 | -100.0% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,641 | -100.0% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,641 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,635 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,630 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,625 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Sterling Manor Financial, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,613 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Baron Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,565 | -100.0% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,552 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,220 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -242 | -100.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -152 | -100.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 10, 2026 |
| American Capital Advisory, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -3 | -33.33% | Q1 2026 | Apr 29, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |