BlackRock ETF Trust - DYNF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 108,956,627 | 6,339,096 | 1.7% | 2.0% | 1 | -1,648,984 | -1.49% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 43,801,022 | 2,548,343 | 0.68% | 0.75% | 2 | -1,330,497 | -2.95% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 29,219,898 | 1,700,013 | 11.45% | 9.59% | 3 | +6,582,878 | 29.08% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 24,635,093 | 1,433,269 | 0.03% | 0.02% | 4 | +2,170,763 | 9.66% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,095,100 | 1,303,256 | 0.08% | 0.09% | 5 | -1,397,675 | -5.71% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 17,362,697 | 1,010,161 | 0.06% | 0.06% | 6 | +787,487 | 4.75% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 16,024,095 | 933,004 | 0.22% | 0.21% | 7 | +687,987 | 4.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,249,358 | 770,847 | 0.47% | 0.43% | 8 | +2,054,858 | 18.36% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,683,296 | 679,734 | 0.05% | 0.05% | 9 | -132,872 | -1.12% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 11,061,727 | 643,571 | 5.61% | 5.69% | 10 | +1,532,184 | 16.08% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 7,830,130 | 455,556 | 1.2% | 1.32% | 11 | -184,536 | -2.3% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,465,321 | 434,332 | 3.39% | — | 12 | +7,465,321 | New | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,448,937 | 433,379 | 0.46% | 0.52% | 13 | -363,372 | -4.65% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,237,106 | 421,054 | 1.17% | 1.28% | 14 | -1,406,651 | -16.27% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,114,647 | 413,930 | 0.13% | 0.11% | 15 | +1,472,680 | 26.1% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,570,020 | 382,243 | 2.12% | 1.76% | 16 | -1,691,239 | -20.47% | Q1 2026 | Apr 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,268,470 | 364,699 | 6.65% | 6.39% | 17 | -201,623 | -3.12% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,682,652 | 272,436 | 0.38% | 0.34% | 18 | +428,831 | 10.08% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,456,727 | 259,292 | 0.05% | 0.05% | 19 | +333,215 | 8.08% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,219,236 | 245,475 | 0.61% | 0.67% | 20 | -568,424 | -11.87% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,785,256 | 220,226 | 2.15% | 2.56% | 21 | -515,031 | -11.98% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Added to | 3,612,761 | 210,190 | 10.13% | 10.28% | 22 | +222,910 | 6.58% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,576,855 | 208,101 | 0.04% | 0.04% | 23 | -447,964 | -11.13% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,444,392 | 200,443 | 0.29% | 0.31% | 24 | -16,671 | -0.48% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,352,902 | 195,071 | 1.45% | 1.43% | 25 | +430,815 | 14.74% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 3,322,878 | 193,325 | 2.77% | 3.33% | 26 | +11,857 | 0.36% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,065,821 | 178,370 | 0.03% | 0.03% | 27 | +197,357 | 6.88% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,693,034 | 156,680 | 1.94% | 2.58% | 28 | -540,317 | -16.71% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 2,491,984 | 144,983 | 5.86% | 7.16% | 29 | -391,910 | -13.59% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,461,951 | 143,237 | 0.13% | 0.14% | 30 | -77,435 | -3.05% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,460,922 | 143,176 | 0.77% | 0.99% | 31 | -533,527 | -17.82% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,189,312 | 133,129 | 0.86% | 0.82% | 32 | +212,912 | 10.77% | Q1 2026 | May 15, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 2,268,468 | 131,979 | 15.46% | 15.63% | 33 | +72,671 | 3.31% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,132,789 | 124,085 | 2.23% | 2.26% | 34 | +104,464 | 5.15% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 2,097,178 | 122,013 | 0.02% | 0.02% | 35 | +538,405 | 34.54% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,112,526 | 120,054 | 0.06% | 0.04% | 36 | +908,821 | 75.5% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,908,710 | 111,048 | 1.26% | 0.78% | 37 | +780,958 | 69.25% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,847,176 | 106,948 | 0.2% | 0.39% | 38 | -1,783,352 | -49.12% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,765,206 | 102,699 | 0.82% | 1.23% | 39 | +65,405 | 3.85% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,752,856 | 101,993 | 0.63% | 0.77% | 40 | -358,164 | -16.97% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,702,479 | 99,050 | 0.2% | 0.21% | 41 | +10,215 | 0.6% | Q1 2026 | May 06, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,499,775 | 87,256 | 3.86% | 5.05% | 42 | -484,667 | -24.42% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,326,415 | 77,171 | 0.11% | 0.01% | 43 | +1,199,826 | 947.81% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,324,046 | 77,033 | 0.2% | 0.22% | 44 | -60,225 | -4.35% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,314,475 | 76,476 | 0.41% | 0.49% | 45 | -97,384 | -6.9% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,243,266 | 75,603 | 5.62% | 5.62% | 46 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,249,748 | 72,710 | 0.34% | 0.32% | 47 | +119,632 | 10.59% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 1,247,034 | 72,552 | 2.05% | 0.94% | 48 | +718,386 | 135.89% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 1,166,954 | 67,893 | 7.54% | 7.88% | 49 | -7,395 | -0.63% | Q1 2026 | May 07, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,086,023 | 63,184 | 2.53% | 2.57% | 50 | +31,442 | 2.98% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,343,664 | 63,102 | 2.92% | 1.05% | 51 | -1,398,600 | -29.49% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 992,611 | 62,981 | 4.09% | 4.24% | 52 | -54,176 | -5.18% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,081,544 | 62,924 | 0.08% | 0.1% | 53 | -130,126 | -10.74% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 1,069,538 | 62,225 | 2.15% | 2.69% | 54 | -223,692 | -17.3% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 1,051,939 | 61,201 | 0.68% | 0.82% | 55 | -130,288 | -11.02% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,036,543 | 60,313 | 0.18% | 0.1% | 56 | +395,102 | 61.6% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,020,235 | 59,357 | 1.38% | 1.66% | 57 | -104,918 | -9.32% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,009,789 | 58,749 | 3.34% | 3.54% | 58 | +37,283 | 3.83% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 990,537 | 57,629 | 1.34% | 1.07% | 59 | +265,400 | 36.6% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Added to | 989,010 | 57,540 | 0.99% | 0.89% | 60 | +136,769 | 16.05% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 877,898 | 51,076 | 1.03% | 1.03% | 61 | +50,842 | 6.15% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 868,008 | 50,500 | 0.19% | 0.11% | 62 | +423,683 | 95.35% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 837,820 | 48,744 | 0.05% | 0.05% | 63 | +79,194 | 10.44% | Q1 2026 | May 05, 2026 |
| High Probability Advisors, LLC | History | Added to | 831,989 | 48,405 | 6.19% | 3.55% | 64 | +393,741 | 89.84% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 831,001 | 48,347 | 4.59% | 4.48% | 65 | +35,345 | 4.44% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 794,404 | 48,307 | 4.78% | 4.64% | 66 | -10,969 | -1.36% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Reduced | 824,991 | 47,998 | 7.28% | 7.5% | 67 | -639 | -0.08% | Q1 2026 | Apr 27, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 804,300 | 46,794 | 8.2% | — | 68 | +804,300 | New | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 788,500 | 45,874 | 6.06% | 4.79% | 69 | +180,561 | 29.7% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 785,796 | 45,717 | 0.23% | 0.24% | 70 | +55,803 | 7.64% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | Reduced | 782,460 | 45,523 | 7.7% | 7.95% | 71 | -1,089 | -0.14% | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 749,767 | 43,621 | 5.88% | 6.94% | 72 | -148,216 | -16.51% | Q1 2026 | Apr 08, 2026 |
| Presidio Capital Management, LLC | History | Added to | 734,586 | 42,738 | 12.41% | 13.06% | 73 | +19,946 | 2.79% | Q1 2026 | Apr 08, 2026 |
| CFO4Life Group, LLC | History | Added to | 729,026 | 42,414 | 6.47% | 6.3% | 74 | +2,193 | 0.3% | Q1 2026 | May 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 631,415 | 40,397 | 5.54% | 6.65% | 75 | -93,004 | -12.84% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 665,288 | 38,706 | 4.24% | 7.63% | 76 | -77,896 | -10.48% | Q1 2026 | May 07, 2026 |
| West Wealth Group, LLC | History | Reduced | 649,206 | 37,770 | 7.46% | 8.54% | 77 | -27,966 | -4.13% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 589,815 | 37,571 | 2.59% | 3.08% | 78 | -103,813 | -14.97% | Q1 2026 | Apr 29, 2026 |
| MCMORGAN & CO LLC | History | Added to | 631,874 | 36,762 | 5.95% | 6.33% | 79 | +3,813 | 0.61% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | Added to | 627,626 | 36,515 | 10.29% | 10.02% | 80 | +55,990 | 9.79% | Q1 2026 | May 06, 2026 |
| Embree Financial Group | History | Added to | 627,233 | 36,492 | 4.3% | 3.87% | 81 | +107,674 | 20.72% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 620,709 | 36,454 | 0.34% | 0.47% | 82 | -97,417 | -13.57% | Q1 2026 | Apr 07, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 625,468 | 36,389 | 6.34% | 6.5% | 83 | -121,884 | -16.31% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 622,795 | 36,234 | 3.76% | 3.08% | 84 | +136,689 | 28.12% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 609,740 | 35,474 | 5.66% | 6.56% | 85 | +18,655 | 3.16% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 599,362 | 34,870 | 1.32% | 1.02% | 86 | +141,202 | 30.82% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 597,256 | 34,748 | 2.75% | 3.23% | 87 | +37,915 | 6.78% | Q1 2026 | Apr 16, 2026 |
| High Falls Advisors, Inc | History | No change | 567,822 | 34,529 | 6.99% | 6.99% | 88 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SPINNAKER TRUST | History | Added to | 592,610 | 34,478 | 1.91% | 1.88% | 89 | +14,320 | 2.48% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 584,007 | 33,977 | 0.38% | 0.06% | 90 | +511,209 | 702.23% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 581,779 | 33,894 | 0.17% | 0.18% | 91 | +12,034 | 2.11% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 582,470 | 33,888 | 0.04% | 0.05% | 92 | -150,117 | -20.49% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 577,845 | 33,619 | 0.61% | 0.72% | 93 | -81,003 | -12.29% | Q1 2026 | Apr 10, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 574,017 | 33,396 | 5.98% | 6.21% | 94 | -84,109 | -12.78% | Q1 2026 | Apr 22, 2026 |
| Security Financial Services, INC. | History | No change | 541,587 | 32,933 | 5.17% | 5.17% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 548,622 | 31,918 | 0.27% | 0.3% | 96 | -113,614 | -17.16% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 548,607 | 31,917 | 3.15% | 3.09% | 97 | +29,763 | 5.74% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 547,900 | 31,876 | 0.19% | 0.29% | 98 | -58,400 | -9.63% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Reduced | 542,488 | 31,562 | 2.16% | 2.48% | 99 | -7,914 | -1.44% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 532,076 | 30,957 | 0.81% | 1.11% | 100 | -109,005 | -17.0% | Q1 2026 | May 14, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 528,266 | 30,734 | 18.91% | 17.61% | 101 | -9,939 | -1.85% | Q1 2026 | Apr 15, 2026 |
| Macro Advisors, Inc. | History | New | 525,556 | 30,576 | 12.62% | — | 102 | +525,556 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 522,600 | 30,404 | 0.02% | 0.09% | 103 | -574,200 | -52.35% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Added to | 520,461 | 30,280 | 14.31% | 14.47% | 104 | +33,400 | 6.86% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 520,241 | 30,267 | 0.05% | 0.04% | 105 | +123,480 | 31.12% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 503,502 | 29,293 | 0.89% | 1.33% | 106 | -166,917 | -24.9% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 476,752 | 28,991 | 0.57% | 0.57% | 107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 496,452 | 28,888 | 3.61% | 3.76% | 108 | +17,658 | 3.69% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 486,778 | 28,320 | 0.31% | 0.24% | 109 | +142,424 | 41.36% | Q1 2026 | Apr 20, 2026 |
| BARINGS LLC | History | Added to | 482,660 | 28,081 | 0.45% | 0.52% | 110 | +16,369 | 3.51% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 460,532 | 28,004 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 474,784 | 27,622 | 3.08% | 3.15% | 112 | +22,623 | 5.0% | Q1 2026 | Apr 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 470,452 | 27,370 | 3.78% | 3.53% | 113 | +54,607 | 13.13% | Q1 2026 | Apr 21, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 462,709 | 26,920 | 3.35% | 3.94% | 114 | -67,871 | -12.79% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 450,242 | 26,195 | 1.48% | 1.44% | 115 | +251,111 | 126.1% | Q1 2026 | Apr 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 446,041 | 25,950 | 3.08% | 2.44% | 116 | +105,083 | 30.82% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 435,609 | 25,343 | 3.53% | 4.41% | 117 | -85,143 | -16.35% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 434,347 | 25,270 | 0.14% | 0.13% | 118 | +50,817 | 13.25% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 432,753 | 25,177 | 5.36% | 5.53% | 119 | -2,038 | -0.47% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 431,747 | 25,119 | 0.4% | 0.59% | 120 | -141,311 | -24.66% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 431,324 | 25,094 | 3.63% | 3.71% | 121 | -25,286 | -5.54% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 430,151 | 25,026 | 4.27% | 4.77% | 122 | -24,530 | -5.39% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 427,852 | 24,892 | 0.37% | 0.38% | 123 | +19,072 | 4.67% | Q1 2026 | May 13, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 426,761 | 24,828 | 8.52% | 0.08% | 124 | +422,560 | 10058.56% | Q1 2026 | Apr 24, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 425,700 | 24,767 | 8.91% | 9.23% | 125 | +6,438 | 1.54% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 388,617 | 24,754 | 3.07% | 2.12% | 126 | +118,821 | 44.04% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 422,913 | 24,605 | 0.01% | 0.04% | 127 | +202,913 | 92.23% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 422,822 | 24,599 | 5.62% | 7.08% | 128 | -54,969 | -11.5% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 422,123 | 24,559 | 0.3% | 0.32% | 129 | +3,046 | 0.73% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 420,670 | 24,474 | 0.88% | 0.94% | 130 | +1,495 | 0.36% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | New | 412,517 | 24,000 | 5.44% | — | 131 | +412,517 | New | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 412,102 | 23,976 | 0.6% | 0.68% | 132 | -13,866 | -3.26% | Q1 2026 | Apr 07, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 409,616 | 23,831 | 3.36% | 3.52% | 133 | -9,236 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 409,211 | 23,807 | 4.98% | 1.33% | 134 | +311,467 | 318.66% | Q1 2026 | May 05, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 408,912 | 23,790 | 5.21% | 6.37% | 135 | -81,308 | -16.59% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | New | 405,830 | 23,611 | 0.32% | — | 136 | +405,830 | New | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 401,251 | 23,344 | 0.04% | 0.02% | 137 | +212,162 | 112.2% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | Added to | 398,296 | 23,172 | 5.28% | 5.07% | 138 | +25,563 | 6.86% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 360,287 | 22,860 | 0.41% | 0.79% | 139 | +84,992 | 30.87% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 389,812 | 22,679 | 1.31% | 0.27% | 140 | +309,597 | 385.96% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 389,605 | 22,667 | 1.32% | 1.62% | 141 | -63,041 | -13.93% | Q1 2026 | Apr 29, 2026 |
| Trek Financial, LLC | History | Reduced | 388,473 | 22,601 | 1.2% | 1.49% | 142 | -35,970 | -8.47% | Q1 2026 | May 13, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 386,806 | 22,504 | 7.62% | 7.64% | 143 | +6,663 | 1.75% | Q1 2026 | Apr 24, 2026 |
| Mason & Associates, LLC | History | Added to | 386,256 | 22,472 | 5.15% | 5.32% | 144 | +1,796 | 0.47% | Q1 2026 | Apr 21, 2026 |
| Tull Financial Group, Inc. | History | Added to | 384,045 | 22,343 | 9.97% | 5.75% | 145 | +163,296 | 73.97% | Q1 2026 | May 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 380,971 | 22,164 | 4.3% | 2.85% | 146 | +179,235 | 88.85% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Reduced | 379,047 | 22,052 | 6.47% | 7.65% | 147 | -37,689 | -9.04% | Q1 2026 | May 06, 2026 |
| Stokes Family Office, LLC | History | Reduced | 378,288 | 22,008 | 2.27% | 2.6% | 148 | -89,028 | -19.05% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 375,464 | 21,844 | 3.05% | 2.97% | 149 | +8,120 | 2.21% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 369,576 | 21,501 | 2.14% | 2.61% | 150 | -61,249 | -14.22% | Q1 2026 | Apr 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 331,877 | 21,303 | 8.9% | 8.77% | 151 | +23,303 | 7.55% | Q1 2026 | May 04, 2026 |
| Kelly Financial Services LLC | History | Reduced | 361,413 | 20,956 | 5.06% | 8.29% | 152 | -182,255 | -33.52% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 356,186 | 20,722 | 4.16% | 4.42% | 153 | +37,423 | 11.74% | Q1 2026 | Apr 23, 2026 |
| Global Wealth Strategies & Associates | History | New | 355,591 | 20,688 | 5.08% | — | 154 | +355,591 | New | Q1 2026 | Apr 03, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 348,235 | 20,260 | 1.44% | 1.4% | 155 | +26,674 | 8.3% | Q1 2026 | May 15, 2026 |
| Elevated Financial Group LLC | History | Added to | 342,274 | 19,913 | 6.47% | 6.08% | 156 | +53,179 | 18.39% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 337,247 | 19,621 | 0.22% | 0.27% | 157 | -44,132 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 335,528 | 19,521 | 1.76% | 1.8% | 158 | +28,294 | 9.21% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Added to | 333,533 | 19,404 | 8.36% | 8.95% | 159 | +9 | 0.0% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 333,094 | 19,379 | 4.25% | 3.94% | 160 | +39,124 | 13.31% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 331,603 | 19,292 | 9.02% | 12.39% | 161 | -93,831 | -22.06% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 330,628 | 19,235 | 5.99% | 5.9% | 162 | +15,795 | 5.02% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 299,798 | 19,172 | 1.5% | 1.65% | 163 | -17,339 | -5.47% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 327,938 | 19,079 | 0.26% | 0.3% | 164 | -18,193 | -5.26% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 327,584 | 19,059 | 1.52% | 1.84% | 165 | -55,940 | -14.59% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 324,046 | 19,050 | 0.04% | 0.0% | 166 | +270,060 | 500.24% | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Added to | 325,633 | 18,945 | 4.25% | 3.91% | 167 | +46,353 | 16.6% | Q1 2026 | Apr 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 322,178 | 18,744 | 2.53% | 2.59% | 168 | +7,497 | 2.38% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 321,699 | 18,716 | 0.4% | 0.36% | 169 | +36,227 | 12.69% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 316,925 | 18,612 | 0.32% | 0.25% | 170 | +93,110 | 41.6% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 315,300 | 18,344 | 0.71% | 0.76% | 171 | +202,985 | 180.73% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 314,927 | 18,322 | 0.43% | 0.44% | 172 | +19,272 | 6.52% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 314,721 | 18,310 | 2.77% | 2.76% | 173 | +14,586 | 4.86% | Q1 2026 | Apr 15, 2026 |
| Able Wealth Management LLC | History | Added to | 314,343 | 18,288 | 4.89% | 4.34% | 174 | +88,820 | 39.38% | Q1 2026 | Apr 24, 2026 |
| Storen Legacy Partners, LLC | History | New | 309,676 | 18,016 | 5.65% | — | 175 | +309,676 | New | Q1 2026 | Apr 22, 2026 |
| JT Stratford LLC | History | Added to | 306,893 | 17,855 | 2.27% | 2.23% | 176 | +21,794 | 7.64% | Q1 2026 | May 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 300,825 | 17,501 | 5.39% | 7.43% | 177 | -104,178 | -25.72% | Q1 2026 | Apr 13, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 300,744 | 17,497 | 12.22% | 9.61% | 178 | +69,730 | 30.18% | Q1 2026 | Apr 24, 2026 |
| SWMG, LLC | History | Reduced | 299,752 | 17,439 | 4.98% | 5.95% | 179 | -48,109 | -13.83% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | Reduced | 296,212 | 17,233 | 2.17% | 2.62% | 180 | -52,150 | -14.97% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 291,105 | 16,936 | 0.02% | 0.01% | 181 | +84,059 | 40.6% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 290,968 | 16,928 | 5.47% | 6.64% | 182 | -38,603 | -11.71% | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 290,647 | 16,909 | 1.26% | 1.29% | 183 | +2,045 | 0.71% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 289,985 | 16,871 | 0.36% | 0.39% | 184 | -8,101 | -2.72% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 288,373 | 16,777 | 0.27% | 0.3% | 185 | +1,595 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 285,180 | 16,591 | 0.96% | 1.19% | 186 | -41,611 | -12.73% | Q1 2026 | May 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 272,265 | 15,840 | 7.49% | 5.25% | 187 | +93,856 | 52.61% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 271,634 | 15,803 | 0.42% | 0.42% | 188 | +2,379 | 0.88% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Added to | 271,113 | 15,773 | 6.24% | 5.38% | 189 | +50,792 | 23.05% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 269,819 | 15,698 | 0.18% | 0.22% | 190 | -55,961 | -17.18% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 267,127 | 15,541 | 0.29% | 0.28% | 191 | +18,616 | 7.49% | Q1 2026 | Apr 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 262,296 | 15,260 | 3.54% | 4.86% | 192 | -126,564 | -32.55% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 257,838 | 15,001 | 0.11% | 0.12% | 193 | +24,170 | 10.34% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 253,479 | 14,747 | 5.3% | 7.08% | 194 | -70,622 | -21.79% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 219,935 | 14,515 | 0.39% | 0.56% | 195 | +2,956 | 1.36% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 247,197 | 14,381 | 0.32% | 0.36% | 196 | -19,211 | -7.21% | Q1 2026 | May 15, 2026 |
| Fortitude Financial, LLC | History | Added to | 244,009 | 14,196 | 7.51% | 12.0% | 197 | +11,440 | 4.92% | Q1 2026 | Apr 23, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 242,424 | 14,104 | 10.9% | 11.44% | 198 | -7,973 | -3.18% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 242,211 | 14,091 | 2.7% | 2.76% | 199 | +4,418 | 1.86% | Q1 2026 | May 01, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 240,463 | 13,990 | 0.07% | 0.06% | 200 | +25,848 | 12.04% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 240,341 | 13,983 | 4.68% | 4.78% | 201 | +3,950 | 1.67% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 239,427 | 13,929 | 1.34% | 0.11% | 202 | +220,818 | 1186.62% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 238,054 | 13,849 | 1.67% | 2.47% | 203 | -60,352 | -20.22% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 231,219 | 13,452 | 1.21% | 1.12% | 204 | +72,154 | 45.36% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 230,792 | 13,427 | 0.22% | 0.27% | 205 | -44,679 | -16.22% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 230,179 | 13,391 | 3.47% | 4.31% | 206 | -41,169 | -15.17% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 229,364 | 13,344 | 1.49% | 1.82% | 207 | -41,554 | -15.34% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 224,683 | 13,072 | 1.48% | 1.95% | 208 | -69,989 | -23.75% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 224,069 | 13,036 | 0.51% | 0.48% | 209 | +13,970 | 6.65% | Q1 2026 | May 12, 2026 |
| Joseph Group Capital Management | History | New | 221,641 | 12,895 | 3.22% | — | 210 | +221,641 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 220,877 | 12,851 | 4.2% | 5.08% | 211 | -15,213 | -6.44% | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 219,906 | 12,794 | 7.27% | 5.08% | 212 | +74,011 | 50.73% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 217,879 | 12,676 | 3.18% | 3.61% | 213 | -14,876 | -6.39% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 217,518 | 12,655 | 0.21% | 0.11% | 214 | +125,432 | 136.21% | Q1 2026 | May 18, 2026 |
| Vigilare Wealth Management | History | Reduced | 216,534 | 12,597 | 4.26% | 4.65% | 215 | -10,976 | -4.82% | Q1 2026 | Apr 01, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 193,256 | 12,364 | 2.57% | 1.12% | 216 | +106,754 | 123.41% | Q1 2026 | May 04, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 210,116 | 12,224 | 6.06% | 5.82% | 217 | +18,999 | 9.94% | Q1 2026 | Apr 23, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 209,771 | 12,204 | 0.28% | 0.73% | 218 | -334,360 | -61.45% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 208,394 | 12,124 | 0.41% | 0.37% | 219 | +33,224 | 18.97% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | Added to | 208,310 | 12,119 | 2.79% | 2.23% | 220 | +58,070 | 38.65% | Q1 2026 | May 08, 2026 |
| FCG Investment Co | History | New | 205,840 | 11,975 | 5.25% | — | 221 | +205,840 | New | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 205,094 | 11,933 | 0.33% | 0.34% | 222 | +5,825 | 2.92% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 201,455 | 11,720 | 3.36% | 3.8% | 223 | -16,278 | -7.48% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 200,701 | 11,676 | 3.68% | 3.71% | 224 | +10,152 | 5.33% | Q1 2026 | May 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 198,735 | 11,562 | 1.4% | 1.69% | 225 | -31,640 | -13.73% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Management, LLC | History | Added to | 195,227 | 11,358 | 4.78% | 2.72% | 226 | +112,204 | 135.15% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 194,808 | 11,333 | 0.41% | 0.39% | 227 | +9,604 | 5.19% | Q1 2026 | Apr 14, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 193,915 | 11,281 | 4.67% | 5.83% | 228 | -38,936 | -16.72% | Q1 2026 | Apr 08, 2026 |
| ADE, LLC | History | Added to | 192,830 | 11,218 | 5.38% | 4.75% | 229 | +31,566 | 19.57% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 189,173 | 11,006 | 0.02% | 0.01% | 230 | +89,588 | 89.96% | Q1 2026 | May 13, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 186,541 | 10,852 | 0.31% | 0.16% | 231 | +84,729 | 83.22% | Q1 2026 | May 14, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 184,735 | 10,747 | 10.64% | 10.83% | 232 | +1,864 | 1.02% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 184,327 | 10,724 | 0.16% | 0.21% | 233 | -43,349 | -19.04% | Q1 2026 | Apr 09, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 183,930 | 10,701 | 8.86% | 9.62% | 234 | -1,466 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 182,707 | 10,629 | 1.64% | 2.09% | 235 | -27,383 | -13.03% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 182,364 | 10,609 | 1.16% | 0.22% | 236 | +148,265 | 434.81% | Q1 2026 | Apr 28, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 181,290 | 10,547 | 7.7% | 7.97% | 237 | -2,287 | -1.25% | Q1 2026 | May 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 180,383 | 10,494 | 3.27% | 3.6% | 238 | -16,854 | -8.55% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Reduced | 179,588 | 10,448 | 0.48% | 0.54% | 239 | -17,355 | -8.81% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 177,310 | 10,315 | 0.25% | 0.01% | 240 | +171,556 | 2981.51% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 176,758 | 10,283 | 0.16% | 0.2% | 241 | +11,404 | 6.9% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 175,210 | 10,193 | 0.29% | 0.04% | 242 | +152,914 | 685.84% | Q1 2026 | Apr 09, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 174,701 | 10,164 | 4.57% | 5.78% | 243 | -37,064 | -17.5% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 174,352 | 10,143 | 2.55% | 3.35% | 244 | -11,281 | -6.08% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 173,151 | 10,073 | 5.73% | — | 245 | +173,151 | New | Q1 2026 | May 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 172,798 | 10,053 | 2.85% | 3.61% | 246 | -47,972 | -21.73% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 172,221 | 10,020 | 0.18% | 0.2% | 247 | +3,672 | 2.18% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 164,620 | 10,005 | 4.21% | 4.21% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Edge Capital, LLC | History | No change | 163,032 | 9,913 | 1.33% | 1.33% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 170,126 | 9,897 | 0.13% | 0.0% | 250 | +164,828 | 3111.14% | Q1 2026 | May 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 169,734 | 9,875 | 2.62% | 2.31% | 251 | +26,557 | 18.55% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 169,694 | 9,872 | 0.29% | 0.37% | 252 | -33,136 | -16.34% | Q1 2026 | Apr 14, 2026 |
| M1 Capital Management LLC | History | Added to | 169,268 | 9,848 | 4.54% | 3.87% | 253 | +16,682 | 10.93% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 169,034 | 9,834 | 0.33% | 0.36% | 254 | -598 | -0.35% | Q1 2026 | Apr 07, 2026 |
| May Hill Capital, LLC | History | Reduced | 167,690 | 9,756 | 2.45% | 3.28% | 255 | -32,587 | -16.27% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Reduced | 166,159 | 9,667 | 1.63% | 1.93% | 256 | -20,101 | -10.79% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 165,683 | 9,639 | 0.33% | — | 257 | +165,683 | New | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 165,059 | 9,603 | 0.22% | 0.22% | 259 | +89,180 | 117.53% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 165,071 | 9,603 | 1.08% | 1.15% | 258 | -4,039 | -2.39% | Q1 2026 | May 05, 2026 |
| True Vision MN LLC | History | Reduced | 164,898 | 9,593 | 4.95% | 5.51% | 260 | -13,477 | -7.56% | Q1 2026 | Apr 16, 2026 |
| Peak Wealth Management LLC | History | Reduced | 163,966 | 9,539 | 7.83% | 9.6% | 261 | -24,995 | -13.23% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 161,887 | 9,418 | 0.2% | 0.22% | 262 | -965 | -0.59% | Q1 2026 | Apr 13, 2026 |
| Daviman Financial, LLC | History | Reduced | 160,415 | 9,332 | 5.52% | 6.24% | 263 | -14,494 | -8.29% | Q1 2026 | Apr 23, 2026 |
| Selby Wealth Management, LLC | History | Added to | 160,311 | 9,326 | 3.67% | 3.82% | 264 | +4,459 | 2.86% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 160,046 | 9,311 | 0.01% | 0.02% | 265 | -18,211 | -10.22% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 159,333 | 9,269 | 6.2% | 6.09% | 266 | +4,789 | 3.1% | Q1 2026 | Apr 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 143,169 | 9,106 | 3.98% | 4.34% | 267 | -24,604 | -14.67% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 155,988 | 9,075 | 0.01% | 0.01% | 268 | -4,797 | -2.98% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 154,663 | 8,998 | 2.03% | 2.03% | 269 | +2,110 | 1.38% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 152,582 | 8,877 | 0.12% | 0.12% | 270 | +12,325 | 8.79% | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | Added to | 152,448 | 8,869 | 6.58% | 3.6% | 271 | +69,418 | 83.61% | Q1 2026 | Apr 22, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 152,328 | 8,862 | 2.3% | 2.36% | 272 | -5,289 | -3.36% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 150,550 | 8,824 | 0.47% | 0.43% | 273 | -3,204 | -2.08% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 151,032 | 8,787 | 0.99% | 1.26% | 274 | -28,762 | -16.0% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 150,420 | 8,751 | 6.38% | 6.79% | 275 | -4,147 | -2.68% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 149,929 | 8,722 | 5.82% | 5.95% | 276 | +7,126 | 4.99% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 149,638 | 8,705 | 1.59% | 1.65% | 277 | -939 | -0.62% | Q1 2026 | Apr 30, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 148,332 | 8,629 | 6.63% | 8.18% | 278 | -22,429 | -13.13% | Q1 2026 | Apr 28, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 148,308 | 8,628 | 0.16% | 1.42% | 279 | -1,074,137 | -87.87% | Q1 2026 | Apr 16, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 147,138 | 8,560 | 1.71% | 1.26% | 280 | +49,594 | 50.84% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 147,110 | 8,558 | 1.09% | 1.03% | 281 | +9,564 | 6.95% | Q1 2026 | Apr 07, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 146,004 | 8,494 | 0.85% | — | 282 | +146,004 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 134,483 | 8,485 | 0.54% | 0.54% | 283 | +4,730 | 3.65% | Q1 2026 | Apr 22, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 145,179 | 8,446 | 3.68% | 3.63% | 284 | +6,276 | 4.52% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 144,560 | 8,410 | 2.68% | 2.66% | 285 | +5,133 | 3.68% | Q1 2026 | Apr 23, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 144,443 | 8,403 | 4.29% | 5.15% | 286 | -24,373 | -14.44% | Q1 2026 | Apr 17, 2026 |
| Finhabits Advisors LLC | History | Added to | 143,835 | 8,368 | 7.72% | 7.72% | 287 | +8,590 | 6.35% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 141,291 | 8,220 | 0.63% | 0.68% | 288 | -5,909 | -4.01% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 141,268 | 8,218 | 0.1% | 0.0% | 289 | +136,014 | 2588.77% | Q1 2026 | May 08, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 138,825 | 8,076 | 2.74% | 0.59% | 290 | +110,684 | 393.32% | Q1 2026 | May 04, 2026 |
| KM Capital Management Ltd. | History | Reduced | 120,715 | 8,020 | 5.4% | 4.2% | 291 | -14,357 | -10.63% | Q1 2026 | May 15, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 137,451 | 7,996 | 1.87% | 1.58% | 292 | +30,654 | 28.7% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 131,366 | 7,990 | 1.41% | 1.41% | 293 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 135,871 | 7,900 | 0.99% | 1.52% | 294 | +4,192 | 3.18% | Q1 2026 | May 18, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 135,609 | 7,889 | 2.89% | 3.21% | 295 | -5,431 | -3.85% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 135,516 | 7,884 | 0.13% | 0.11% | 296 | +28,900 | 27.11% | Q1 2026 | Apr 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 135,406 | 7,877 | 4.53% | 5.43% | 297 | -21,391 | -13.64% | Q1 2026 | Apr 08, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 134,052 | 7,799 | 1.58% | 1.53% | 298 | +3,861 | 2.97% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 131,958 | 7,677 | 3.8% | 4.79% | 299 | -21,160 | -13.82% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 131,545 | 7,653 | 0.0% | 0.0% | 300 | +89,856 | 215.54% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Added to | 131,312 | 7,639 | 0.37% | 0.35% | 301 | +13,871 | 11.81% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 130,278 | 7,579 | 1.84% | 1.67% | 302 | +18,838 | 16.9% | Q1 2026 | Apr 10, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 128,378 | 7,469 | 6.96% | — | 303 | +128,378 | New | Q1 2026 | May 05, 2026 |
| Lantz Financial LLC | History | Reduced | 128,235 | 7,460 | 1.54% | 1.72% | 304 | -5,765 | -4.3% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 115,299 | 7,440 | 0.99% | 0.93% | 305 | +19,130 | 19.89% | Q1 2026 | May 06, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 127,116 | 7,395 | 6.94% | 7.95% | 306 | -22,009 | -14.76% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 127,024 | 7,390 | 0.42% | 0.48% | 307 | -4,048 | -3.09% | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 125,222 | 7,285 | 2.22% | 2.52% | 308 | -6,492 | -4.93% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 123,548 | 7,188 | 0.01% | 0.01% | 309 | -117,599 | -48.77% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 123,021 | 7,157 | 2.92% | 3.35% | 310 | -12,157 | -8.99% | Q1 2026 | May 06, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 122,809 | 7,145 | 5.84% | 6.45% | 311 | +207 | 0.17% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 121,321 | 7,058 | 0.0% | 0.01% | 312 | -2,551 | -2.06% | Q1 2026 | May 12, 2026 |
| Great Diamond Partners, LLC | History | New | 120,858 | 7,031 | 1.35% | — | 313 | +120,858 | New | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 109,802 | 7,025 | 2.96% | 2.81% | 314 | +6,735 | 6.53% | Q1 2026 | May 08, 2026 |
| Bedminster, LLC | History | Reduced | 120,736 | 7,024 | 6.53% | 7.97% | 315 | -21,975 | -15.4% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 120,101 | 6,987 | 0.53% | 0.11% | 316 | +109,025 | 984.34% | Q1 2026 | Apr 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 117,767 | 6,851 | 3.01% | 3.21% | 317 | +1,540 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 117,480 | 6,834 | 4.28% | 5.26% | 318 | -22,545 | -16.1% | Q1 2026 | Apr 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 117,030 | 6,808 | 2.07% | 1.92% | 319 | +16,233 | 16.1% | Q1 2026 | Apr 15, 2026 |
| ArborFi Advisors, LLC | History | Added to | 117,027 | 6,808 | 5.56% | 5.68% | 320 | +1,856 | 1.61% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 116,939 | 6,803 | 0.08% | 0.07% | 321 | +17,475 | 17.57% | Q1 2026 | May 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 115,568 | 6,723 | 1.24% | — | 323 | +115,568 | New | Q1 2026 | Apr 15, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 115,557 | 6,723 | 2.48% | 2.45% | 322 | +1,338 | 1.17% | Q1 2026 | Apr 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 109,824 | 6,389 | 0.34% | 0.32% | 324 | +11,238 | 11.4% | Q1 2026 | Apr 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 109,391 | 6,364 | 0.43% | 0.45% | 325 | -9,214 | -7.77% | Q1 2026 | May 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 108,524 | 6,313 | 1.33% | 1.38% | 326 | +1,087 | 1.01% | Q1 2026 | May 05, 2026 |
| 5T Wealth, LLC | History | Reduced | 106,905 | 6,219 | 2.46% | 2.82% | 327 | -9,386 | -8.07% | Q1 2026 | Apr 13, 2026 |
| Arch Global Advisors, LLC | History | New | 106,122 | 6,174 | 3.22% | — | 328 | +106,122 | New | Q1 2026 | Apr 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 106,016 | 6,168 | 0.29% | 0.28% | 329 | +9,552 | 9.9% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 105,631 | 6,145 | 3.87% | 3.95% | 330 | +2,908 | 2.83% | Q1 2026 | Apr 07, 2026 |
| Skyline Advisors, Inc. | History | Added to | 103,920 | 6,046 | 2.11% | 0.37% | 331 | +85,677 | 469.64% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 103,212 | 6,004 | 0.25% | — | 332 | +103,212 | New | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 102,384 | 5,956 | 3.52% | 1.67% | 333 | +53,494 | 109.42% | Q1 2026 | Apr 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 101,128 | 5,883 | 0.22% | 0.09% | 334 | +60,143 | 146.74% | Q1 2026 | May 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 100,993 | 5,875 | 3.42% | 3.6% | 335 | +5,450 | 5.7% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 98,446 | 5,727 | 0.3% | 0.21% | 336 | +21,270 | 27.56% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 98,201 | 5,713 | 0.42% | 0.45% | 337 | -185 | -0.19% | Q1 2026 | Apr 16, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 97,985 | 5,700 | 1.23% | — | 338 | +97,985 | New | Q1 2026 | May 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 97,023 | 5,644 | 1.69% | 1.94% | 339 | -9,682 | -9.07% | Q1 2026 | Apr 20, 2026 |
| Wealth Quarterback LLC | History | Added to | 96,606 | 5,620 | 2.21% | 2.06% | 340 | +2,531 | 2.69% | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 96,587 | 5,619 | 1.39% | 3.52% | 341 | +33,257 | 52.51% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 96,450 | 5,611 | 0.25% | 0.26% | 342 | -264 | -0.27% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 95,625 | 5,563 | 1.19% | 0.8% | 343 | +33,289 | 53.4% | Q1 2026 | May 13, 2026 |
| Bull Harbor Capital LLC | History | New | 94,975 | 5,525 | 1.48% | — | 344 | +94,975 | New | Q1 2026 | May 18, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 94,504 | 5,498 | 3.9% | 0.03% | 345 | +93,890 | 15291.53% | Q1 2026 | Apr 29, 2026 |
| Crown Wealth Group, LLC | History | New | 93,672 | 5,449 | 1.6% | — | 346 | +93,672 | New | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 93,162 | 5,420 | 0.53% | 0.52% | 347 | +4,238 | 4.77% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Added to | 91,360 | 5,315 | 0.06% | 0.01% | 348 | +85,283 | 1403.37% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 91,177 | 5,304 | 0.32% | 0.34% | 349 | +1,822 | 2.04% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 90,079 | 5,240 | 2.03% | 1.66% | 350 | +33,401 | 58.93% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 89,941 | 5,232 | 0.01% | 0.0% | 351 | +87,771 | 4044.75% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | Reduced | 89,285 | 5,194 | 4.77% | 6.7% | 352 | -18,953 | -17.51% | Q1 2026 | Apr 20, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 89,178 | 5,188 | 5.15% | 6.43% | 354 | -16,644 | -15.73% | Q1 2026 | Apr 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 89,178 | 5,188 | 0.64% | 0.68% | 353 | -10,080 | -10.16% | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 88,800 | 5,166 | 2.59% | 1.64% | 355 | +5,510 | 6.62% | Q1 2026 | Apr 24, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 88,140 | 5,127 | 1.8% | 2.19% | 356 | -17,988 | -16.95% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 86,045 | 5,006 | 0.66% | 0.63% | 357 | +13,949 | 19.35% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 86,030 | 5,005 | 0.0% | 0.0% | 358 | +39,331 | 84.22% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 81,575 | 4,993 | 3.5% | 4.06% | 359 | +3,670 | 4.71% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 85,332 | 4,964 | 0.17% | 0.17% | 360 | +2,207 | 2.66% | Q1 2026 | Apr 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 85,092 | 4,950 | 2.51% | 2.85% | 361 | -2,353 | -2.69% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 84,954 | 4,942 | 0.14% | 0.11% | 362 | +19,511 | 29.81% | Q1 2026 | May 04, 2026 |
| WealthPoint Financial, LLC | History | No change | 80,308 | 4,883 | 4.25% | 4.25% | 363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Alpha Financial Partners LLC | History | Added to | 83,524 | 4,859 | 2.88% | 2.87% | 364 | +6,151 | 7.95% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 83,509 | 4,858 | 0.77% | 0.72% | 365 | +19,309 | 30.08% | Q1 2026 | Apr 17, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 83,388 | 4,851 | 4.03% | 5.2% | 366 | -19,383 | -18.86% | Q1 2026 | May 14, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 81,916 | 4,765 | 2.51% | 2.64% | 367 | -3,713 | -4.34% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 80,521 | 4,684 | 0.05% | 0.05% | 368 | +9,132 | 12.79% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 79,655 | 4,634 | 1.54% | 1.5% | 369 | +11,721 | 17.25% | Q1 2026 | May 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 69,944 | 4,560 | 2.67% | 0.73% | 370 | +52,450 | 299.82% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 78,353 | 4,558 | 0.14% | 0.22% | 371 | -19,778 | -20.15% | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | Added to | 77,457 | 4,549 | 0.73% | 0.65% | 372 | +16,235 | 26.52% | Q1 2026 | Apr 14, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 78,095 | 4,543 | 1.67% | 1.79% | 373 | -1,826 | -2.28% | Q1 2026 | Apr 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 78,019 | 4,539 | 0.0% | 0.0% | 374 | +6,935 | 9.76% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | Reduced | 76,870 | 4,472 | 0.84% | 0.88% | 375 | -281 | -0.36% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 76,519 | 4,451 | 0.15% | 0.11% | 376 | -1,603 | -2.05% | Q1 2026 | Apr 23, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 71,279 | 4,334 | 2.42% | 2.42% | 377 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 74,461 | 4,332 | 0.14% | 0.13% | 378 | +6,987 | 10.36% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 74,414 | 4,329 | 0.11% | 0.11% | 379 | +5,040 | 7.26% | Q1 2026 | Apr 15, 2026 |
| Mosley Wealth Management | History | Added to | 72,903 | 4,315 | 1.95% | 1.97% | 380 | +554 | 0.77% | Q1 2026 | Apr 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 74,013 | 4,306 | 1.71% | 1.04% | 381 | +31,609 | 74.54% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 73,862 | 4,297 | 0.05% | 0.06% | 382 | +3,188 | 4.51% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 73,765 | 4,291 | 0.03% | 0.03% | 383 | +6,960 | 10.42% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 72,381 | 4,211 | 0.65% | 0.64% | 384 | +5,885 | 8.85% | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 71,246 | 4,145 | 0.89% | 0.85% | 385 | +4,466 | 6.69% | Q1 2026 | May 08, 2026 |
| Concorde Asset Management, LLC | History | No change | 66,748 | 4,058 | 1.62% | 1.62% | 386 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 69,525 | 4,044 | 3.13% | 3.55% | 387 | -3,406 | -4.67% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 69,043 | 4,016 | 1.3% | 1.29% | 388 | +5,016 | 7.83% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 68,652 | 3,994 | 0.04% | 0.05% | 389 | -2,333 | -3.29% | Q1 2026 | May 13, 2026 |
| GTS FINANCIAL, LLC | History | New | 81,481 | 3,973 | 3.15% | — | 390 | +81,481 | New | Q1 2026 | May 19, 2026 |
| Legacy Advisory Services, LLC | History | New | 68,237 | 3,970 | 3.03% | — | 391 | +68,237 | New | Q1 2026 | May 12, 2026 |
| Armor Investment Advisors, LLC | History | New | 68,027 | 3,957 | 1.43% | — | 392 | +68,027 | New | Q1 2026 | Apr 29, 2026 |
| Richmond Investment Services, LLC | History | Added to | 67,615 | 3,933 | 0.64% | 0.7% | 393 | +1,140 | 1.71% | Q1 2026 | Apr 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 67,254 | 3,912 | 1.21% | 1.35% | 394 | -1,829 | -2.65% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 66,711 | 3,881 | 1.53% | 1.87% | 395 | -8,705 | -11.54% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 65,669 | 3,820 | 0.17% | 0.14% | 396 | +13,660 | 26.26% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 60,003 | 3,816 | 2.15% | — | 397 | +60,003 | New | Q1 2026 | May 19, 2026 |
| Brookwood Investment Group LLC | History | Added to | 63,545 | 3,697 | 0.46% | 0.43% | 398 | +3,954 | 6.64% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 63,242 | 3,679 | 0.28% | 0.27% | 399 | +9,122 | 16.86% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 60,454 | 3,676 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 62,209 | 3,619 | 1.74% | 2.07% | 401 | -6,293 | -9.19% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 62,118 | 3,614 | 0.0% | 0.0% | 402 | -15,423 | -19.89% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 61,967 | 3,605 | 0.41% | 0.04% | 403 | +56,749 | 1087.56% | Q1 2026 | Apr 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 61,721 | 3,590 | 2.32% | 2.91% | 404 | -11,176 | -15.33% | Q1 2026 | May 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 61,298 | 3,566 | 0.16% | 0.19% | 405 | -4,918 | -7.43% | Q1 2026 | Apr 28, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 60,554 | 3,523 | 1.21% | 1.13% | 406 | +10,413 | 20.77% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 62,077 | 3,503 | 0.13% | 0.15% | 407 | -1,395 | -2.2% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 59,505 | 3,462 | 2.47% | 2.09% | 408 | +11,403 | 23.71% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 56,172 | 3,415 | 0.17% | 0.16% | 409 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 58,612 | 3,410 | 1.27% | 1.55% | 410 | -8,022 | -12.04% | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 58,147 | 3,382 | 2.31% | 2.74% | 411 | -9,719 | -14.32% | Q1 2026 | May 04, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 57,802 | 3,362 | 0.65% | 0.61% | 412 | -9,094 | -13.59% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 59,325 | 3,347 | 0.21% | 0.21% | 413 | -14,388 | -19.52% | Q1 2026 | Apr 24, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 57,202 | 3,328 | 1.79% | 1.91% | 414 | +786 | 1.39% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 56,876 | 3,309 | 0.01% | 0.01% | 415 | +6,385 | 12.65% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 55,821 | 3,247 | 0.03% | 0.03% | 416 | +3,355 | 6.39% | Q1 2026 | Apr 13, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 55,417 | 3,224 | 3.05% | 3.36% | 417 | -2,237 | -3.88% | Q1 2026 | Apr 10, 2026 |
| Betterment LLC | History | Added to | 54,574 | 3,175 | 0.01% | 0.01% | 418 | +4,443 | 8.86% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 53,850 | 3,132 | 0.0% | 0.0% | 419 | -481 | -0.89% | Q1 2026 | Apr 30, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 53,560 | 3,116 | 1.61% | 1.59% | 420 | +2,482 | 4.86% | Q1 2026 | Apr 10, 2026 |
| Ducere Wealth Management LLC | History | Added to | 53,521 | 3,113 | 1.24% | 0.95% | 421 | +12,951 | 31.92% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 52,854 | 3,075 | 0.0% | 0.0% | 422 | +49,914 | 1697.76% | Q1 2026 | May 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 52,590 | 3,059 | 1.19% | 1.18% | 423 | +1,665 | 3.27% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 52,478 | 3,053 | 0.09% | 0.09% | 424 | +1,297 | 2.53% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 51,764 | 3,011 | 1.06% | 1.25% | 425 | -5,675 | -9.88% | Q1 2026 | May 01, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 50,988 | 2,966 | 0.68% | 0.59% | 426 | +8,852 | 21.01% | Q1 2026 | Apr 28, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 50,279 | 2,925 | 0.87% | 0.95% | 427 | +442 | 0.89% | Q1 2026 | Apr 06, 2026 |
| J.M. Arbour, LLC | History | Reduced | 50,183 | 2,919 | 2.8% | 3.55% | 428 | -8,351 | -14.27% | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Added to | 50,100 | 2,914 | 0.36% | 0.37% | 429 | +1,637 | 3.38% | Q1 2026 | Apr 17, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 47,637 | 2,896 | 1.84% | 1.84% | 430 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 49,663 | 2,889 | 0.09% | 0.01% | 431 | +41,326 | 495.69% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 49,588 | 2,885 | 0.32% | 0.31% | 432 | +1,840 | 3.85% | Q1 2026 | Apr 23, 2026 |
| TABLEAUX LLC | History | Added to | 48,422 | 2,817 | 1.36% | 1.67% | 433 | +9,638 | 24.85% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 47,737 | 2,777 | 0.1% | — | 434 | +47,737 | New | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 47,581 | 2,768 | 0.1% | 0.12% | 435 | -12,630 | -20.98% | Q1 2026 | Apr 21, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 47,154 | 2,743 | 1.71% | — | 436 | +47,154 | New | Q1 2026 | Apr 14, 2026 |
| Beacon Capital Management, LLC | History | New | 46,781 | 2,721 | 0.48% | — | 437 | +46,781 | New | Q1 2026 | May 11, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 46,589 | 2,710 | 1.62% | 1.63% | 438 | +198 | 0.43% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 46,469 | 2,703 | 0.01% | 0.02% | 439 | -2,380 | -4.87% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 46,468 | 2,703 | 0.03% | 0.03% | 440 | +1,755 | 3.93% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 46,327 | 2,695 | 0.15% | 0.18% | 441 | -7,641 | -14.16% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Added to | 46,117 | 2,683 | 0.01% | 0.0% | 442 | +30,615 | 197.49% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 45,213 | 2,630 | 0.08% | — | 443 | +45,213 | New | Q1 2026 | Apr 29, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 44,620 | 2,595 | 1.42% | 1.58% | 444 | -2,684 | -5.67% | Q1 2026 | Apr 22, 2026 |
| W ADVISORS, LLC | History | Reduced | 44,474 | 2,587 | 1.33% | 1.46% | 445 | -3,363 | -7.03% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 44,275 | 2,575 | 0.23% | 0.27% | 446 | -5,760 | -11.51% | Q1 2026 | Apr 30, 2026 |
| WNY Asset Management, LLC | History | New | 44,182 | 2,570 | 0.27% | — | 447 | +44,182 | New | Q1 2026 | May 22, 2026 |
| Cassilly Financial Group LLC | History | Added to | 43,336 | 2,521 | 2.19% | 2.32% | 448 | +243 | 0.56% | Q1 2026 | Apr 10, 2026 |
| Vantus Wealth LLC | History | No change | 41,426 | 2,519 | 1.86% | 1.86% | 449 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | New | 42,797 | 2,506 | 0.01% | — | 450 | +42,797 | New | Q1 2026 | May 12, 2026 |
| EFG International AG | History | New | 42,697 | 2,484 | 0.05% | — | 451 | +42,697 | New | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 39,078 | 2,479 | 1.31% | 1.33% | 452 | +1,447 | 3.85% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 42,211 | 2,455 | 1.63% | 2.09% | 453 | -8,404 | -16.6% | Q1 2026 | Apr 21, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 42,158 | 2,452 | 2.76% | 3.4% | 454 | -6,860 | -13.99% | Q1 2026 | Apr 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 38,466 | 2,433 | 0.16% | 0.16% | 455 | +948 | 2.53% | Q1 2026 | May 12, 2026 |
| PUREfi Wealth, LLC | History | Added to | 41,643 | 2,422 | 1.59% | 1.58% | 456 | +7,780 | 22.97% | Q1 2026 | Apr 28, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 49,182 | 2,415 | 0.76% | 0.61% | 457 | -5,268 | -9.67% | Q1 2026 | Apr 23, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 41,407 | 2,409 | 0.7% | 0.86% | 458 | -6,813 | -14.13% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 40,924 | 2,380 | 0.06% | 0.07% | 459 | -382 | -0.92% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 40,402 | 2,351 | 0.11% | 0.11% | 460 | +439 | 1.1% | Q1 2026 | May 18, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 39,675 | 2,308 | 0.79% | 1.01% | 461 | -7,685 | -16.23% | Q1 2026 | Apr 22, 2026 |
| MKT Advisors LLC | History | Added to | 38,907 | 2,301 | 0.77% | 0.62% | 462 | +9,124 | 30.63% | Q1 2026 | Apr 10, 2026 |
| Capital Squared Financial LLC | History | Added to | 38,930 | 2,264 | 1.73% | 1.78% | 463 | +1,338 | 3.56% | Q1 2026 | May 01, 2026 |
| RCW Management, LLC | History | Added to | 38,902 | 2,263 | 2.32% | 2.13% | 464 | +4,165 | 11.99% | Q1 2026 | Apr 15, 2026 |
| WIN ADVISORS, INC | History | New | 38,779 | 2,256 | 1.03% | — | 465 | +38,779 | New | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 37,821 | 2,200 | 0.15% | 0.22% | 466 | -6,748 | -15.14% | Q1 2026 | Apr 17, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 37,666 | 2,191 | 1.08% | 0.88% | 467 | +9,574 | 34.08% | Q1 2026 | Apr 17, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 37,182 | 2,163 | 0.32% | 6.94% | 468 | -697,787 | -94.94% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,077 | 2,157 | 0.0% | 0.01% | 469 | -105,321 | -73.96% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 36,998 | 2,152 | 0.23% | 0.24% | 470 | +248 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Management | History | Reduced | 36,944 | 2,149 | 2.46% | 2.71% | 471 | -2,684 | -6.77% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 36,609 | 2,129 | 0.48% | 0.48% | 472 | +2,578 | 7.58% | Q1 2026 | Apr 27, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 36,483 | 2,122 | 0.69% | 0.38% | 473 | +17,524 | 92.43% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 36,296 | 2,111 | 0.04% | 0.03% | 474 | +10,858 | 42.68% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 36,140 | 2,102 | 0.16% | 0.15% | 475 | +5,961 | 19.75% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 35,907 | 2,089 | 0.17% | 0.04% | 476 | +28,030 | 355.85% | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 35,573 | 2,069 | 1.58% | 0.97% | 477 | +16,540 | 86.9% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 35,549 | 2,068 | 0.71% | 0.92% | 478 | -5,972 | -14.38% | Q1 2026 | Apr 28, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 35,197 | 2,047 | 1.37% | 1.5% | 479 | -1,380 | -3.77% | Q1 2026 | Apr 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 35,106 | 2,042 | 0.35% | 0.45% | 480 | -7,922 | -18.41% | Q1 2026 | Apr 17, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 34,812 | 2,025 | 1.13% | 1.24% | 481 | -3,157 | -8.31% | Q1 2026 | Apr 24, 2026 |
| FWG Investments, LLC. | History | Added to | 33,922 | 1,973 | 1.25% | 1.14% | 482 | +4,471 | 15.18% | Q1 2026 | Apr 21, 2026 |
| Goldstein Advisors, LLC | History | Added to | 33,787 | 1,965 | 0.22% | 0.23% | 483 | +655 | 1.98% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 33,379 | 1,942 | 0.27% | 0.28% | 484 | +4,608 | 16.02% | Q1 2026 | May 08, 2026 |
| Oasis Advisors, LLC | History | Added to | 35,108 | 1,928 | 0.38% | 0.11% | 485 | +31,791 | 958.43% | Q1 2026 | May 04, 2026 |
| First Citizens Financial Corp | History | Added to | 33,100 | 1,925 | 0.91% | 0.83% | 486 | +5,602 | 20.37% | Q1 2026 | Apr 07, 2026 |
| Kentucky Trust Co | History | Added to | 32,928 | 1,915 | 1.0% | 1.02% | 487 | +1,335 | 4.23% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 32,715 | 1,903 | 0.05% | 0.07% | 488 | -13,933 | -29.87% | Q1 2026 | Apr 29, 2026 |
| Latitude Advisors, LLC | History | Added to | 32,711 | 1,903 | 0.87% | 0.78% | 489 | +3,728 | 12.86% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 32,568 | 1,894 | 0.15% | 0.17% | 490 | -3,751 | -10.33% | Q1 2026 | May 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 32,492 | 1,890 | 1.8% | 1.75% | 491 | +2,420 | 8.05% | Q1 2026 | May 04, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 32,404 | 1,885 | 1.14% | 1.93% | 492 | -22,712 | -41.21% | Q1 2026 | Apr 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 31,704 | 1,844 | 0.42% | 0.49% | 493 | -4,221 | -11.75% | Q1 2026 | Apr 22, 2026 |
| Rede Wealth, LLC | History | Reduced | 31,433 | 1,828 | 0.66% | 0.78% | 494 | -5,257 | -14.33% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,520 | 1,775 | 0.06% | 0.06% | 495 | +10,064 | 49.2% | Q1 2026 | May 19, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 30,406 | 1,769 | 0.45% | 0.53% | 496 | -2,107 | -6.48% | Q1 2026 | Apr 29, 2026 |
| Imprint Wealth LLC | History | Added to | 30,014 | 1,746 | 7.97% | 6.81% | 497 | +6,064 | 25.32% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 29,961 | 1,743 | 1.16% | 0.63% | 498 | +15,035 | 100.73% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 29,702 | 1,728 | 0.05% | 0.06% | 499 | +2,783 | 10.34% | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 29,685 | 1,727 | 2.72% | 4.05% | 500 | -7,489 | -20.15% | Q1 2026 | Apr 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 29,582 | 1,721 | 0.41% | 0.36% | 501 | +2,832 | 10.59% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 29,562 | 1,719 | 0.05% | 0.02% | 502 | +16,065 | 119.03% | Q1 2026 | Apr 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 29,330 | 1,706 | 0.27% | 0.14% | 503 | +13,942 | 90.6% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 29,082 | 1,691 | 0.05% | 0.02% | 504 | +17,088 | 142.47% | Q1 2026 | May 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 28,611 | 1,664 | 0.85% | 0.81% | 505 | +3,457 | 13.74% | Q1 2026 | May 13, 2026 |
| GatePass Capital, LLC | History | Reduced | 28,535 | 1,660 | 0.77% | 0.95% | 506 | -1,638 | -5.43% | Q1 2026 | May 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 28,500 | 1,658 | 0.49% | 0.51% | 507 | +976 | 3.55% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 28,489 | 1,657 | 0.0% | 0.06% | 508 | -818,730 | -96.64% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 28,460 | 1,655 | 0.14% | 0.15% | 509 | -1,067 | -3.61% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 27,884 | 1,622 | 0.71% | 0.98% | 510 | -7,185 | -20.49% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 27,533 | 1,601 | 0.95% | 1.17% | 511 | -4,114 | -13.0% | Q1 2026 | Apr 23, 2026 |
| Harborfront Financial Group LLC | History | No change | 25,989 | 1,580 | 11.76% | 11.76% | 512 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 26,984 | 1,569 | 1.17% | 1.18% | 513 | +165 | 0.62% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 26,813 | 1,559 | 0.07% | 0.04% | 514 | +14,055 | 110.17% | Q1 2026 | Apr 27, 2026 |
| Vision Retirement, LLC | History | Reduced | 26,552 | 1,544 | 0.44% | 0.5% | 515 | -3,939 | -12.92% | Q1 2026 | May 07, 2026 |
| Asempa Wealth Advisors | History | Added to | 26,268 | 1,542 | 1.34% | 1.32% | 516 | +1,009 | 3.99% | Q1 2026 | Apr 08, 2026 |
| RDA Financial Network | History | Reduced | 26,185 | 1,523 | 0.38% | 0.46% | 517 | -5,131 | -16.38% | Q1 2026 | Apr 08, 2026 |
| Forum Finance Group S.A. | History | New | 32,253 | 1,522 | 0.83% | — | 518 | +32,253 | New | Q1 2026 | May 07, 2026 |
| Traveka Wealth, LLC | History | Added to | 26,104 | 1,518 | 0.58% | 0.55% | 519 | +3,953 | 17.85% | Q1 2026 | Apr 22, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 25,670 | 1,493 | 0.54% | 0.91% | 520 | -4,041 | -13.6% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 25,511 | 1,484 | 0.45% | 2.25% | 521 | -146,666 | -85.18% | Q1 2026 | May 12, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 25,295 | 1,471 | 1.48% | 1.55% | 522 | +99 | 0.39% | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 24,893 | 1,448 | 1.1% | 1.15% | 523 | +2,281 | 10.09% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 24,871 | 1,446 | 0.11% | 0.05% | 524 | +14,216 | 133.42% | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 24,339 | 1,416 | 0.3% | 0.33% | 525 | -899 | -3.56% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 24,070 | 1,400 | 0.0% | — | 526 | +24,070 | New | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 23,481 | 1,366 | 0.04% | 0.05% | 527 | -347 | -1.46% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 23,229 | 1,364 | 0.07% | 0.07% | 528 | +476 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 23,406 | 1,361 | 0.17% | 0.2% | 529 | -1,521 | -6.1% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Added to | 23,375 | 1,359 | 0.08% | 0.07% | 530 | +1,774 | 8.21% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | Added to | 23,068 | 1,342 | 0.39% | 0.17% | 531 | +13,735 | 147.17% | Q1 2026 | Apr 23, 2026 |
| TritonPoint Partners, LLC | History | New | 23,026 | 1,339 | 0.49% | — | 532 | +23,026 | New | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 22,003 | 1,337 | 0.1% | 0.1% | 533 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 22,950 | 1,335 | 0.01% | 0.01% | 534 | -1,448 | -5.93% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 21,517 | 1,308 | 0.9% | 0.9% | 535 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 22,424 | 1,304 | 0.05% | 0.33% | 536 | -123,787 | -84.66% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 22,202 | 1,291 | 1.36% | 1.85% | 537 | +6,130 | 38.14% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 22,045 | 1,282 | 0.02% | 0.02% | 538 | -9,635 | -30.41% | Q1 2026 | May 08, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 21,969 | 1,278 | 0.71% | 0.55% | 539 | +7,410 | 50.9% | Q1 2026 | Apr 16, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 21,828 | 1,269 | 0.46% | 0.41% | 540 | +3,758 | 20.8% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 21,375 | 1,243 | 0.18% | 0.18% | 541 | +1,868 | 9.58% | Q1 2026 | Apr 21, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 21,357 | 1,242 | 0.62% | 0.45% | 542 | +6,409 | 42.88% | Q1 2026 | Apr 21, 2026 |
| Indie Asset Partners, LLC | History | Added to | 21,109 | 1,228 | 1.4% | 1.13% | 543 | +4,445 | 26.67% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,261 | 1,219 | 0.0% | 0.0% | 545 | +18,641 | 514.94% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 20,957 | 1,219 | 0.09% | 0.13% | 544 | -13,161 | -38.57% | Q1 2026 | May 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,914 | 1,216 | 0.0% | 0.0% | 546 | +174 | 0.84% | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 20,692 | 1,203 | 0.51% | 0.3% | 547 | +8,530 | 70.14% | Q1 2026 | May 08, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 20,186 | 1,174 | 0.57% | 0.68% | 548 | -2,067 | -9.29% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 20,169 | 1,173 | 0.06% | 0.07% | 549 | -3,380 | -14.35% | Q1 2026 | Apr 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 20,019 | 1,164 | 0.3% | 0.41% | 550 | -3,848 | -16.12% | Q1 2026 | May 06, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 19,974 | 1,162 | 0.55% | 0.74% | 551 | -14,056 | -41.3% | Q1 2026 | Apr 27, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 19,912 | 1,158 | 0.93% | 0.78% | 552 | +3,579 | 21.91% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 19,826 | 1,153 | 0.12% | 0.13% | 553 | -11 | -0.06% | Q1 2026 | Apr 07, 2026 |
| Balance Wealth, LLC | History | Reduced | 19,350 | 1,125 | 0.35% | 0.94% | 554 | -28,846 | -59.85% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 18,996 | 1,105 | 0.81% | 0.99% | 555 | -769 | -3.89% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,723 | 1,089 | 0.0% | 0.0% | 556 | +12,617 | 206.63% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 18,595 | 1,081 | 0.14% | — | 557 | +18,595 | New | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,531 | 1,078 | 0.01% | 0.01% | 558 | +1,498 | 8.79% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 18,458 | 1,073 | 0.27% | 0.32% | 559 | -2,070 | -10.08% | Q1 2026 | Apr 17, 2026 |
| Blue Capital, Inc. | History | Added to | 18,353 | 1,067 | 0.7% | 0.75% | 560 | +939 | 5.39% | Q1 2026 | Apr 24, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 18,157 | 1,056 | 0.55% | 2.27% | 561 | -68,513 | -79.05% | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 17,184 | 1,051 | 0.13% | 0.14% | 562 | -57 | -0.33% | Q1 2026 | Apr 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 18,027 | 1,048 | 0.35% | 0.31% | 563 | +1,347 | 8.08% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,958 | 1,044 | 0.07% | 0.06% | 564 | +2,697 | 17.67% | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | Added to | 17,573 | 1,022 | 2.11% | 2.18% | 565 | +2,450 | 16.2% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,471 | 1,016 | 0.05% | 0.05% | 566 | +24 | 0.14% | Q1 2026 | May 12, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 17,414 | 1,013 | 0.76% | 0.77% | 567 | -175 | -0.99% | Q1 2026 | Apr 17, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 17,373 | 1,010 | 0.32% | 0.41% | 568 | -2,386 | -12.08% | Q1 2026 | Apr 15, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 17,335 | 1,008 | 0.17% | 0.11% | 569 | +5,440 | 45.73% | Q1 2026 | Apr 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 17,265 | 1,004 | 0.04% | 0.04% | 570 | -3,022 | -14.9% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 17,175 | 999 | 0.14% | 0.09% | 572 | +7,030 | 69.3% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 17,172 | 999 | 0.07% | 0.07% | 571 | -656 | -3.68% | Q1 2026 | May 12, 2026 |
| ASL Financial, LLC | History | Added to | 17,030 | 990 | 0.79% | 0.63% | 573 | +3,827 | 28.99% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,660 | 969 | 0.01% | — | 574 | +16,660 | New | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 16,573 | 964 | 0.27% | 0.24% | 575 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Reduced | 14,495 | 963 | 0.09% | 0.11% | 576 | -1,674 | -10.35% | Q1 2026 | May 15, 2026 |
| Madson Wealth Advisors Inc | History | New | 16,135 | 938 | 0.78% | — | 577 | +16,135 | New | Q1 2026 | Apr 21, 2026 |
| Weaver Consulting Group | History | New | 16,097 | 936 | 0.22% | — | 580 | +16,097 | New | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 16,097 | 936 | 0.24% | 0.24% | 579 | -1,010 | -5.9% | Q1 2026 | Apr 30, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 16,092 | 936 | 0.68% | 0.74% | 578 | -768 | -4.56% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 15,956 | 928 | 0.02% | 0.02% | 581 | -724 | -4.34% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,622 | 908 | 0.0% | 0.0% | 582 | +1,269 | 8.84% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 15,199 | 884 | 0.1% | 0.35% | 583 | -36,170 | -70.41% | Q1 2026 | May 11, 2026 |
| SEEDS INVESTOR LLC | History | New | 14,087 | 880 | 0.12% | — | 584 | +14,087 | New | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 14,912 | 867 | 0.02% | 0.02% | 585 | +506 | 3.51% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 14,818 | 862 | 0.57% | 0.46% | 586 | +7,199 | 94.49% | Q1 2026 | May 07, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 14,571 | 847 | 0.67% | 0.8% | 587 | -2,173 | -12.98% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | New | 14,508 | 844 | 0.01% | — | 588 | +14,508 | New | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | Added to | 14,497 | 843 | 0.76% | 0.75% | 589 | +687 | 4.97% | Q1 2026 | Apr 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 14,449 | 840 | 0.15% | 0.15% | 590 | +628 | 4.54% | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 14,265 | 829 | 0.1% | 0.07% | 591 | +4,663 | 48.56% | Q1 2026 | Apr 23, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 14,187 | 825 | 0.86% | 1.07% | 592 | -2,848 | -16.72% | Q1 2026 | Apr 23, 2026 |
| Quartz Partners, LLC | History | Added to | 13,987 | 813 | 0.31% | 0.32% | 593 | +3 | 0.02% | Q1 2026 | May 05, 2026 |
| Atlatl Advisers LLC | History | Reduced | 13,953 | 811 | 0.6% | 0.85% | 595 | -22,610 | -61.84% | Q1 2026 | May 07, 2026 |
| Financial Designs Corp | History | Added to | 13,948 | 811 | 0.45% | 0.39% | 594 | +2,509 | 21.93% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,778 | 801 | 0.04% | 0.02% | 596 | +6,102 | 79.49% | Q1 2026 | Apr 15, 2026 |
| VestGen Investment Management | History | Reduced | 13,743 | 799 | 0.44% | 0.6% | 597 | -3,978 | -22.45% | Q1 2026 | May 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 13,607 | 791 | 0.45% | 0.49% | 598 | +491 | 3.74% | Q1 2026 | Apr 22, 2026 |
| Vavra Capital Management, LLC | History | Added to | 13,396 | 779 | 0.76% | 0.55% | 599 | +4,115 | 44.34% | Q1 2026 | Apr 27, 2026 |
| Fulcrum Equity Management | History | Reduced | 13,303 | 773 | 0.75% | 1.18% | 600 | -6,988 | -34.44% | Q1 2026 | Apr 02, 2026 |
| Balefire, LLC | History | Added to | 13,195 | 767 | 0.14% | 0.05% | 601 | +8,857 | 204.17% | Q1 2026 | May 07, 2026 |
| ARWA LLC | History | New | 12,227 | 748 | 0.37% | — | 603 | +12,227 | New | Q1 2026 | Apr 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 12,856 | 748 | 0.14% | 0.16% | 602 | -554 | -4.13% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,040 | 737 | 0.09% | 0.09% | 604 | +635 | 5.57% | Q1 2026 | Apr 22, 2026 |
| Bank of Marin | History | Reduced | 12,508 | 727 | 0.53% | 0.53% | 605 | -139 | -1.1% | Q1 2026 | May 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 11,265 | 720 | 0.2% | — | 606 | +11,265 | New | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | New | 12,366 | 719 | 0.05% | — | 607 | +12,366 | New | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,292 | 715 | 0.05% | 0.0% | 608 | +11,323 | 1168.52% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 12,197 | 709 | 0.04% | 0.06% | 609 | -2,521 | -17.13% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,178 | 708 | 0.01% | 0.01% | 610 | -2,738 | -18.36% | Q1 2026 | May 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 12,106 | 704 | 0.32% | 0.55% | 611 | -5,147 | -29.83% | Q1 2026 | Apr 28, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 12,064 | 701 | 0.12% | 0.13% | 612 | -531 | -4.22% | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | Added to | 10,955 | 684 | 0.17% | 0.15% | 613 | +1,138 | 11.59% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,227 | 682 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | New | 11,688 | 680 | 0.07% | — | 615 | +11,688 | New | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 11,688 | 680 | 0.1% | — | 616 | +11,688 | New | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 11,485 | 670 | 0.16% | 0.13% | 617 | +2,253 | 24.4% | Q1 2026 | May 13, 2026 |
| Northwest Capital Management Inc | History | No change | 10,785 | 655 | 2.84% | 2.84% | 618 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | Added to | 11,196 | 651 | 0.01% | 0.0% | 619 | +4,668 | 71.51% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 11,005 | 640 | 0.0% | 0.0% | 620 | +9,735 | 766.54% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | New | 10,998 | 639 | 0.0% | — | 621 | +10,998 | New | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,916 | 635 | 0.17% | 0.21% | 622 | -1,278 | -10.48% | Q1 2026 | May 11, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 10,894 | 633 | 1.14% | 1.1% | 623 | +1,447 | 15.32% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 10,847 | 631 | 0.3% | 0.34% | 624 | -1,778 | -14.08% | Q1 2026 | May 14, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 10,649 | 619 | 0.28% | 0.14% | 625 | +2,851 | 36.56% | Q1 2026 | Apr 09, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 10,530 | 612 | 0.25% | 0.24% | 626 | +308 | 3.01% | Q1 2026 | Apr 24, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 10,515 | 611 | 0.54% | 0.67% | 628 | -1,918 | -15.43% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,420 | 611 | 0.04% | 0.05% | 627 | -1,234 | -10.59% | Q1 2026 | May 01, 2026 |
| COWA, LLC | History | Reduced | 10,508 | 611 | 0.16% | 0.2% | 629 | -216 | -2.01% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 10,156 | 595 | 0.19% | 0.17% | 630 | +1,319 | 14.93% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 10,163 | 591 | 0.06% | 0.09% | 631 | -2,993 | -22.75% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 10,147 | 590 | 0.12% | 0.08% | 632 | +4,200 | 70.62% | Q1 2026 | Apr 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 10,127 | 589 | 0.06% | 0.06% | 633 | -1,447 | -12.5% | Q1 2026 | Apr 27, 2026 |
| Mosaic Advisors LLC | History | New | 9,147 | 584 | 0.87% | — | 634 | +9,147 | New | Q1 2026 | May 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 9,947 | 578 | 0.55% | 0.52% | 635 | +895 | 9.89% | Q1 2026 | May 06, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 9,858 | 573 | 0.06% | — | 636 | +9,858 | New | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,830 | 571 | 0.03% | 0.02% | 637 | +985 | 11.14% | Q1 2026 | May 05, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 9,818 | 571 | 0.52% | 0.62% | 638 | -780 | -7.36% | Q1 2026 | May 11, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 9,733 | 566 | 1.27% | 1.17% | 639 | +1,133 | 13.17% | Q1 2026 | Apr 27, 2026 |
| TRB Wealth Management, LLC | History | New | 9,718 | 565 | 0.08% | — | 640 | +9,718 | New | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Added to | 9,278 | 539 | 0.44% | 0.34% | 641 | +2,185 | 30.81% | Q1 2026 | May 20, 2026 |
| Wells Financial Advisors INC | History | Reduced | 9,125 | 530 | 2.41% | 1.39% | 642 | -2,880 | -23.99% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,105 | 529 | 0.0% | 0.0% | 643 | -81 | -0.88% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 8,936 | 519 | 0.0% | — | 644 | +8,936 | New | Q1 2026 | May 14, 2026 |
| Sequent Planning LLC | History | Added to | 8,442 | 491 | 0.12% | 0.1% | 646 | +1,842 | 27.91% | Q1 2026 | Apr 21, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 8,445 | 491 | 0.23% | 0.23% | 645 | -155 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,166 | 475 | 0.05% | 0.06% | 647 | -1,169 | -12.52% | Q1 2026 | Apr 22, 2026 |
| Heritage Family Offices, LLP | History | Added to | 8,134 | 473 | 0.21% | 0.19% | 648 | +1,278 | 18.64% | Q1 2026 | Apr 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 8,088 | 470 | 0.01% | 0.0% | 649 | +3,390 | 72.16% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 7,836 | 455 | 0.0% | 0.0% | 650 | +971 | 14.14% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 7,655 | 449 | 0.09% | 0.12% | 651 | +1,231 | 19.16% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | New | 7,646 | 444 | 0.01% | — | 652 | +7,646 | New | Q1 2026 | May 08, 2026 |
| E&G Advisors, LP | History | Added to | 7,628 | 443 | 0.1% | 0.1% | 653 | +389 | 5.37% | Q1 2026 | Apr 21, 2026 |
| TFB Advisors LLC | History | Reduced | 7,579 | 440 | 0.23% | 0.21% | 654 | -4,527 | -37.39% | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,223 | 420 | 0.07% | — | 655 | +7,223 | New | Q1 2026 | Apr 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 6,951 | 404 | 0.07% | 0.07% | 656 | +153 | 2.25% | Q1 2026 | May 01, 2026 |
| Veracity Capital LLC | History | Reduced | 6,858 | 398 | 0.14% | 0.14% | 657 | -1,109 | -13.92% | Q1 2026 | Apr 09, 2026 |
| Integrity Wealth Partners, LLC | History | New | 6,790 | 395 | 0.36% | — | 658 | +6,790 | New | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Reduced | 6,740 | 392 | 0.01% | 0.01% | 659 | -54 | -0.79% | Q1 2026 | May 07, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 6,672 | 388 | 0.24% | 0.19% | 660 | +1,718 | 34.68% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,638 | 386 | 0.02% | 0.02% | 661 | -724 | -9.83% | Q1 2026 | Apr 17, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,634 | 385 | 0.13% | 0.13% | 662 | -1,569 | -19.13% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 6,591 | 383 | 0.1% | 0.11% | 663 | +194 | 3.03% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 6,516 | 379 | 0.11% | 0.46% | 664 | -12,943 | -66.51% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 6,516 | 379 | 0.11% | 0.15% | 665 | -1,364 | -17.31% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 6,493 | 377 | 0.09% | 0.07% | 666 | +1,287 | 24.72% | Q1 2026 | Apr 17, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 6,387 | 371 | 0.24% | 0.39% | 667 | -3,976 | -38.37% | Q1 2026 | Apr 21, 2026 |
| Landing Point Financial Group, LLC | History | New | 6,215 | 361 | 0.18% | — | 669 | +6,215 | New | Q1 2026 | May 05, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 6,210 | 361 | 0.07% | 0.06% | 668 | +1,375 | 28.44% | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 6,201 | 360 | 0.05% | 0.07% | 670 | +340 | 5.8% | Q1 2026 | Apr 20, 2026 |
| Fortis Advisors, LLC | History | Added to | 6,132 | 356 | 0.18% | 0.2% | 671 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Adelphi Trust Co | History | New | 6,091 | 354 | 0.29% | — | 672 | +6,091 | New | Q1 2026 | Apr 01, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 6,065 | 352 | 0.03% | 0.03% | 673 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 5,985 | 348 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 5,906 | 343 | 0.09% | 0.09% | 675 | +190 | 3.32% | Q1 2026 | Apr 09, 2026 |
| Plan Group Financial, LLC | History | New | 5,894 | 342 | 0.08% | — | 677 | +5,894 | New | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,884 | 342 | 0.02% | 0.01% | 676 | +1,000 | 20.48% | Q1 2026 | Apr 28, 2026 |
| Van Diest Capital, LLC | History | Reduced | 5,836 | 339 | 0.27% | 0.61% | 678 | -929 | -13.73% | Q1 2026 | May 15, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 5,749 | 334 | 0.22% | 0.23% | 679 | -60 | -1.03% | Q1 2026 | Apr 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,713 | 332 | 0.0% | 0.0% | 680 | -843 | -12.86% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 5,723 | 332 | 0.11% | 0.13% | 681 | -613 | -9.67% | Q1 2026 | Apr 20, 2026 |
| RHS Financial, LLC | History | New | 5,689 | 330 | 0.16% | — | 682 | +5,689 | New | Q1 2026 | Apr 28, 2026 |
| Capital Advisor Network LLC | History | New | 5,655 | 329 | 0.39% | — | 684 | +5,655 | New | Q1 2026 | May 13, 2026 |
| COFG Advisors, LLC | History | Added to | 5,670 | 329 | 0.08% | 0.08% | 683 | +16 | 0.28% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 5,609 | 326 | 0.0% | 0.0% | 685 | -1,396 | -19.93% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 5,590 | 325 | 0.07% | 0.06% | 686 | +1,095 | 24.36% | Q1 2026 | Apr 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,487 | 319 | 0.05% | 0.06% | 687 | -759 | -12.15% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | New | 5,414 | 314 | 0.0% | — | 688 | +5,414 | New | Q1 2026 | May 01, 2026 |
| Sonoma Allocations LLC | History | Added to | 5,286 | 312 | 0.11% | 0.09% | 689 | +1,079 | 25.65% | Q1 2026 | May 19, 2026 |
| StoneX Group Inc. | History | Reduced | 5,134 | 298 | 0.02% | 0.04% | 690 | -8,543 | -62.46% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,139 | 298 | 0.02% | — | 691 | +5,139 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | New | 4,691 | 295 | 0.02% | — | 693 | +4,691 | New | Q1 2026 | Apr 20, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,080 | 295 | 0.3% | 0.24% | 692 | +1,227 | 31.85% | Q1 2026 | May 04, 2026 |
| Prostatis Group LLC | History | Added to | 5,068 | 294 | 0.08% | 0.05% | 694 | +1,737 | 52.15% | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,973 | 289 | 0.09% | 0.06% | 695 | +1,477 | 42.25% | Q1 2026 | Apr 17, 2026 |
| Proactive Wealth Strategies LLC | History | New | 4,965 | 288 | 0.05% | — | 696 | +4,965 | New | Q1 2026 | Apr 29, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 4,349 | 278 | 0.06% | — | 698 | +4,349 | New | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,779 | 278 | 0.03% | 0.03% | 697 | -907 | -15.95% | Q1 2026 | Apr 10, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 4,745 | 276 | 0.09% | 0.13% | 699 | -1,621 | -25.46% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,706 | 273 | 0.0% | — | 702 | +4,706 | New | Q1 2026 | Apr 30, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 4,700 | 273 | 0.06% | 0.09% | 701 | -3,006 | -39.01% | Q1 2026 | Apr 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,709 | 273 | 0.02% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FSA Advisors, Inc. | History | New | 4,580 | 266 | 0.18% | — | 703 | +4,580 | New | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,568 | 265 | 0.01% | 0.02% | 704 | -2,761 | -37.67% | Q1 2026 | Apr 23, 2026 |
| Western Financial Corp/CA | History | Reduced | 4,564 | 265 | 0.1% | 0.13% | 705 | -727 | -13.74% | Q1 2026 | Apr 22, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 4,326 | 263 | 0.16% | 0.16% | 706 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 4,460 | 259 | 0.04% | 0.04% | 707 | -203 | -4.35% | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | New | 4,442 | 258 | 0.01% | — | 708 | +4,442 | New | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,420 | 257 | 0.01% | 0.01% | 709 | -3,536 | -44.44% | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 4,416 | 256 | 0.05% | 0.06% | 710 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 4,353 | 253 | 0.0% | — | 711 | +4,353 | New | Q1 2026 | May 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 4,324 | 251 | 0.03% | 0.03% | 712 | -807 | -15.73% | Q1 2026 | May 11, 2026 |
| Centennial Advisors, LLC | History | Added to | 4,320 | 251 | 0.32% | 0.32% | 713 | +291 | 7.22% | Q1 2026 | Apr 21, 2026 |
| URS Advisory LLC | History | Added to | 4,160 | 242 | 0.18% | 0.21% | 714 | +83 | 2.04% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | New | 4,145 | 241 | 0.01% | — | 715 | +4,145 | New | Q1 2026 | May 04, 2026 |
| Bryant Woods Investment Advisors, LLC | History | New | 4,033 | 234 | 0.09% | — | 717 | +4,033 | New | Q1 2026 | Apr 28, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 4,022 | 234 | 0.06% | 0.08% | 716 | -903 | -18.34% | Q1 2026 | Apr 09, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 3,948 | 229 | 0.06% | 0.08% | 718 | -1,171 | -22.88% | Q1 2026 | Apr 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,887 | 226 | 0.0% | — | 720 | +3,887 | New | Q1 2026 | May 12, 2026 |
| Wellment Financial | History | Reduced | 3,890 | 226 | 0.28% | 0.41% | 719 | -1,841 | -32.12% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 3,814 | 221 | 0.0% | — | 721 | +3,814 | New | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | New | 3,788 | 220 | 0.07% | — | 724 | +3,788 | New | Q1 2026 | May 22, 2026 |
| BDFS Capital LLC | History | Reduced | 3,798 | 220 | 0.11% | 0.12% | 723 | -138 | -3.51% | Q1 2026 | Apr 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,787 | 220 | 0.01% | 0.01% | 722 | +125 | 3.41% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | New | 3,745 | 217 | 0.05% | — | 725 | +3,745 | New | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | Added to | 3,690 | 214 | 0.1% | 0.08% | 726 | +695 | 23.21% | Q1 2026 | May 01, 2026 |
| Merited Wealth, LLC | History | Reduced | 3,631 | 211 | 0.17% | 0.22% | 727 | -257 | -6.61% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 3,622 | 210 | 0.02% | 0.09% | 728 | -16,042 | -81.58% | Q1 2026 | Apr 10, 2026 |
| Goelzer Investment Management, Inc. | History | New | 3,577 | 208 | 0.01% | — | 729 | +3,577 | New | Q1 2026 | Apr 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,544 | 206 | 0.0% | 0.0% | 730 | +979 | 38.17% | Q1 2026 | Apr 07, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 3,527 | 205 | 0.14% | — | 731 | +3,527 | New | Q1 2026 | May 08, 2026 |
| PSI Advisors, LLC | History | New | 3,506 | 203 | 0.05% | — | 733 | +3,506 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,500 | 203 | 0.01% | 0.01% | 732 | +13 | 0.37% | Q1 2026 | Apr 24, 2026 |
| TrueWealth Financial Partners | History | New | 3,487 | 202 | 0.08% | — | 735 | +3,487 | New | Q1 2026 | May 20, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 3,476 | 202 | 0.04% | 0.04% | 734 | +120 | 3.58% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,300 | 200 | 0.06% | 0.06% | 736 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | Reduced | 3,255 | 189 | 0.0% | 0.0% | 737 | -286 | -8.08% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 3,258 | 189 | 0.04% | 0.04% | 738 | +176 | 5.71% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,137 | 182 | 0.0% | 0.0% | 739 | +2,052 | 189.12% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,060 | 178 | 0.04% | 0.05% | 740 | -307 | -9.12% | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,007 | 174 | 0.03% | 0.03% | 741 | +35 | 1.18% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,916 | 169 | 0.15% | 0.17% | 742 | -239 | -7.58% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | New | 2,835 | 164 | 0.0% | — | 743 | +2,835 | New | Q1 2026 | May 06, 2026 |
| ADG Wealth Management Group, LLC | History | New | 2,793 | 162 | 0.11% | — | 744 | +2,793 | New | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | No change | 2,695 | 156 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clark Wealth Partners | History | Reduced | 2,272 | 132 | 0.09% | 0.09% | 746 | -172 | -7.04% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,175 | 126 | 0.01% | 0.01% | 747 | -590 | -21.34% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,035 | 118 | 0.01% | 0.01% | 748 | -16 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 2,006 | 116 | 0.01% | — | 749 | +2,006 | New | Q1 2026 | May 05, 2026 |
| Quantbot Technologies LP | History | New | 1,958 | 113 | 0.0% | — | 750 | +1,958 | New | Q1 2026 | May 13, 2026 |
| Collier Financial | History | Added to | 1,839 | 107 | 0.08% | 0.08% | 751 | +5 | 0.27% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,823 | 106 | 0.01% | — | 752 | +1,823 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,606 | 93 | 0.0% | — | 753 | +1,606 | New | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | New | 1,586 | 92 | 0.03% | — | 755 | +1,586 | New | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 1,580 | 92 | 0.01% | 0.0% | 754 | +932 | 143.83% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,485 | 86 | 0.02% | 0.01% | 756 | +443 | 42.51% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,476 | 85 | 0.0% | 0.0% | 757 | +1,299 | 733.9% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,439 | 83 | 0.04% | 0.05% | 758 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,396 | 81 | 0.07% | 0.05% | 759 | +345 | 32.83% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,327 | 77 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 1,286 | 74 | 0.0% | 0.0% | 761 | +163 | 14.51% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,122 | 65 | 0.03% | 0.03% | 763 | +70 | 6.65% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,118 | 65 | 0.05% | 0.06% | 762 | +3 | 0.27% | Q1 2026 | Apr 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,105 | 64 | 0.01% | 0.01% | 764 | -195 | -15.0% | Q1 2026 | Apr 09, 2026 |
| Tidemark, LLC | History | Reduced | 1,108 | 64 | 0.02% | 0.02% | 765 | -189 | -14.57% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | No change | 950 | 55 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 919 | 53 | 0.0% | 0.01% | 767 | -1,152 | -55.63% | Q1 2026 | Apr 24, 2026 |
| Bank & Trust Co | History | No change | 906 | 52 | 0.04% | 0.04% | 768 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 861 | 50 | 0.0% | — | 769 | +859 | 42950.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 852 | 49 | 0.0% | — | 770 | +852 | New | Q1 2026 | May 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 834 | 48 | 0.05% | 0.05% | 771 | -60 | -6.71% | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 800 | 46 | 0.03% | — | 772 | +800 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 763 | 44 | 0.0% | 0.0% | 773 | -52 | -6.38% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | New | 755 | 43 | 0.01% | — | 774 | +755 | New | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | No change | 734 | 42 | 0.01% | 0.02% | 775 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 704 | 40 | 0.02% | — | 776 | +704 | New | Q1 2026 | Apr 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 624 | 36 | 0.01% | — | 777 | +624 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 585 | 35 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 578 | 33 | 0.02% | 0.02% | 779 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hurley Capital, LLC | History | Reduced | 559 | 32 | 0.02% | 0.03% | 780 | -314 | -35.97% | Q1 2026 | May 06, 2026 |
| NorthAvenue LLC | History | Added to | 565 | 32 | 0.03% | 0.03% | 781 | +1 | 0.18% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 519 | 30 | 0.0% | 0.0% | 782 | +299 | 135.91% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 510 | 29 | 0.0% | 0.0% | 783 | +125 | 32.47% | Q1 2026 | Apr 17, 2026 |
| Benson Wealth Management INC | History | No change | 489 | 28 | 0.04% | 0.03% | 784 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 477 | 27 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 445 | 26 | 0.0% | 0.0% | 786 | -435 | -49.43% | Q1 2026 | May 06, 2026 |
| Advocate Investing Services LLC | History | Added to | 460 | 26 | 0.02% | 0.01% | 788 | +212 | 85.48% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 454 | 26 | 0.0% | 0.0% | 787 | +40 | 9.66% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 416 | 25 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Nemes Rush Group LLC | History | No change | 444 | 25 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 421 | 24 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 398 | 23 | 0.0% | 0.0% | 792 | +1 | 0.25% | Q1 2026 | Apr 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 386 | 22 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | No change | 351 | 20 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Networth Advisors, LLC | History | No change | 312 | 18 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Freedom, LLC | History | New | 304 | 17 | 0.01% | — | 798 | +304 | New | Q1 2026 | Apr 30, 2026 |
| GODSEY & GIBB, INC | History | Added to | 307 | 17 | 0.0% | 0.0% | 796 | +249 | 429.31% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | No change | 304 | 17 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Addison Advisors LLC | History | New | 287 | 16 | 0.0% | — | 801 | +287 | New | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Reduced | 277 | 16 | 0.0% | 0.01% | 800 | -95 | -25.54% | Q1 2026 | May 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 292 | 16 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 252 | 14 | 0.0% | — | 806 | +252 | New | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | New | 252 | 14 | 0.0% | — | 807 | +252 | New | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Added to | 245 | 14 | 0.0% | 0.0% | 802 | +184 | 301.64% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 254 | 14 | 0.01% | 0.01% | 805 | +48 | 23.3% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 248 | 14 | 0.0% | 0.0% | 803 | +12 | 5.08% | Q1 2026 | May 01, 2026 |
| Investors Research Corp | History | No change | 255 | 14 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CENTRAL TRUST Co | History | Reduced | 217 | 12 | 0.0% | 0.0% | 808 | -453 | -67.61% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | New | 204 | 11 | 0.0% | — | 811 | +204 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 193 | 11 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 192 | 11 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 172 | 10 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | No change | 180 | 10 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 165 | 9 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 90 | 5 | 0.0% | — | 822 | +90 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 95 | 5 | 0.0% | 0.0% | 818 | +33 | 53.23% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 98 | 5 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 5 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ESL Trust Services, LLC | History | No change | 94 | 5 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 102 | 5 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 91 | 5 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 87 | 5 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | New | 72 | 4 | 0.0% | — | 824 | +72 | New | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 75 | 4 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | New | 64 | 3 | 0.0% | — | 827 | +64 | New | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 59 | 3 | 0.0% | 0.0% | 826 | -21 | -26.25% | Q1 2026 | Apr 21, 2026 |
| CHELSEA COUNSEL CO | History | No change | 63 | 3 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | No change | 50 | 2 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Truvestments Capital LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 25 | 1 | 0.0% | 0.1% | 831 | -65,273 | -99.96% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | New | 27 | 1 | 0.0% | — | 833 | +27 | New | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 25 | 1 | 0.0% | — | 832 | +25 | New | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -160,943 | -100.0% | Q1 2026 | May 12, 2026 |
| B&D White Capital Company, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -117,415 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -110,636 | -100.0% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -29,939 | -100.0% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -27,677 | -100.0% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.22% | — | -19,310 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,948 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -16,948 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.76% | — | -13,545 | -100.0% | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,765 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,638 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,829 | -100.0% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,469 | -100.0% | Q1 2026 | May 14, 2026 |
| Broussard Financial Group LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -6,341 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,340 | -100.0% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,919 | -100.0% | Q1 2026 | May 14, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -5,595 | -100.0% | Q1 2026 | May 01, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,261 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -5,102 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -4,602 | -100.0% | Q1 2026 | May 19, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,477 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,444 | -100.0% | Q1 2026 | May 15, 2026 |
| NIXON PEABODY TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -4,326 | -100.0% | Q1 2026 | Apr 27, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,117 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,907 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,887 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -3,799 | -100.0% | Q1 2026 | May 01, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,744 | -100.0% | Q1 2026 | May 05, 2026 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,622 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,439 | -100.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,389 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,678 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -652 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -530 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -517 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -435 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -368 | -100.0% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -259 | -100.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 14, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |