iSHARES TRUST - EFAV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 7,631,939 | 697,330 | 0.04% | 0.04% | 1 | -371,844 | -4.65% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,930,058 | 359,089 | 0.03% | 0.03% | 2 | -63,453 | -1.59% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 3,574,268 | 326,580 | 0.01% | 0.01% | 3 | -430,920 | -10.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,473,399 | 225,994 | 0.01% | 0.01% | 4 | +163,297 | 7.07% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,713,828 | 156,592 | 5.92% | 5.78% | 5 | -47,665 | -2.71% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,195,141 | 109,199 | 0.07% | 0.06% | 6 | +39,614 | 3.43% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,037,443 | 94,791 | 0.03% | 0.02% | 7 | +68,497 | 7.07% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 948,326 | 86,648 | 0.02% | 0.02% | 8 | +50,752 | 5.65% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 768,375 | 70,206 | 0.14% | 0.13% | 9 | -28,827 | -3.62% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 702,769 | 64,212 | 2.54% | 2.62% | 10 | -97,000 | -12.13% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 688,027 | 62,865 | 0.01% | 0.01% | 11 | -16,379 | -2.33% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 685,031 | 62,591 | 0.01% | 0.01% | 12 | +49,963 | 7.87% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 672,215 | 61,435 | 0.01% | 0.01% | 13 | +45,718 | 7.3% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 669,093 | 61,136 | 0.06% | 0.06% | 14 | +1,324 | 0.2% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 531,483 | 48,561 | 0.01% | 0.01% | 15 | +68,450 | 14.78% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 493,576 | 45,098 | 0.01% | 0.01% | 16 | -4,152 | -0.83% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 433,231 | 39,584 | 0.1% | 0.1% | 17 | +2,204 | 0.51% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 420,714 | 38,440 | 0.08% | 0.08% | 18 | -9,070 | -2.11% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 400,990 | 36,638 | 0.02% | 0.02% | 19 | +8,074 | 2.05% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 397,192 | 36,291 | 0.05% | 0.06% | 20 | -47,891 | -10.76% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 374,321 | 34,201 | 0.44% | 0.47% | 21 | +2,662 | 0.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 356,879 | 32,608 | 0.03% | 0.03% | 22 | +8,781 | 2.52% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 350,799 | 32,052 | 0.01% | 0.01% | 23 | -38,985 | -10.0% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 301,092 | 27,510 | 0.48% | 0.47% | 24 | +852 | 0.28% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 295,823 | 27,029 | 0.04% | 0.04% | 25 | -10,799 | -3.52% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 313,052 | 27,000 | 0.01% | 0.01% | 26 | -5,960 | -1.87% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 225,983 | 20,648 | 0.24% | 0.22% | 27 | +7,436 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 221,426 | 20,231 | 3.32% | 3.18% | 28 | +2,133 | 0.97% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 213,922 | 19,546 | 0.45% | 0.23% | 29 | +106,290 | 98.75% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 207,247 | 18,403 | 0.01% | 0.01% | 30 | +25,144 | 13.81% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 197,690 | 18,062 | 0.21% | — | 31 | +197,690 | New | Q1 2026 | May 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 186,312 | 17,023 | 4.35% | 4.3% | 32 | -4,543 | -2.38% | Q1 2026 | May 01, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 174,466 | 15,940 | 2.83% | 2.51% | 33 | -1,691 | -0.96% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 158,276 | 14,461 | 0.02% | 0.02% | 34 | +6,755 | 4.46% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 155,175 | 14,178 | 0.04% | 0.04% | 35 | -35,807 | -18.75% | Q1 2026 | May 04, 2026 |
| Ledyard National Bank | History | Added to | 152,033 | 13,891 | 1.2% | 1.11% | 36 | +2,459 | 1.64% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 147,807 | 13,505 | 1.16% | 1.09% | 37 | +1,390 | 0.95% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144,701 | 13,200 | 0.02% | 0.02% | 38 | -13,507 | -8.54% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 140,522 | 12,839 | 0.73% | 0.68% | 39 | +7,175 | 5.38% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 132,656 | 12,120 | 0.14% | 0.1% | 40 | +44,774 | 50.95% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Reduced | 132,047 | 12,065 | 0.33% | 0.57% | 41 | -98,128 | -42.63% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 129,395 | 11,822 | 0.09% | 0.05% | 42 | +60,836 | 88.74% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 127,769 | 11,674 | 0.02% | 0.01% | 43 | -2,052 | -1.58% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 127,199 | 11,622 | 0.4% | 0.38% | 44 | -175 | -0.14% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 120,355 | 10,996 | 0.79% | 0.73% | 45 | +922 | 0.77% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 115,595 | 10,561 | 0.15% | 0.15% | 46 | +2,189 | 1.93% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 111,122 | 10,153 | 0.02% | 0.0% | 47 | +109,122 | 5456.1% | Q1 2026 | May 01, 2026 |
| Magnus Financial Group LLC | History | Reduced | 110,266 | 10,075 | 0.82% | 0.74% | 48 | -1,533 | -1.37% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 104,726 | 9,568 | 0.02% | 0.02% | 49 | -42,683 | -28.96% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 108,923 | 9,394 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 102,020 | 9,321 | 0.01% | 0.01% | 51 | +12,419 | 13.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 103,260 | 9,252 | 0.0% | 0.0% | 52 | -2,617 | -2.47% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 99,751 | 9,114 | 0.53% | — | 53 | +99,751 | New | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 92,883 | 8,486 | 0.55% | 0.49% | 54 | +2,862 | 3.18% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 92,207 | 8,424 | 0.1% | 0.1% | 55 | -1,275 | -1.36% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 85,081 | 7,773 | 0.01% | 0.01% | 56 | -777 | -0.9% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 84,284 | 7,701 | 1.25% | 1.18% | 57 | -106 | -0.13% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 80,933 | 7,394 | 0.76% | 0.77% | 58 | -4,499 | -5.27% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 80,653 | 7,369 | 0.01% | 0.01% | 59 | -5,683 | -6.58% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 79,221 | 7,238 | 1.44% | 1.39% | 60 | -642 | -0.8% | Q1 2026 | May 14, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 82,260 | 7,150 | 6.63% | 6.63% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 82,525 | 7,117 | 2.09% | 2.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Well Done, LLC | History | Reduced | 75,724 | 6,918 | 1.02% | 1.01% | 63 | -2,522 | -3.22% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 68,869 | 6,292 | 0.01% | 0.01% | 64 | +91 | 0.13% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 68,581 | 6,266 | 0.56% | 0.5% | 65 | -185 | -0.27% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 68,262 | 6,237 | 0.0% | 0.0% | 66 | +5,543 | 8.84% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 66,432 | 6,207 | 0.35% | 0.45% | 67 | -21,737 | -24.65% | Q1 2026 | Apr 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 67,369 | 6,155 | 0.51% | 0.45% | 68 | +3,775 | 5.94% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 67,917 | 5,857 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 62,567 | 5,758 | 0.01% | 0.01% | 70 | -15,709 | -20.07% | Q1 2026 | Apr 08, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 62,622 | 5,721 | 1.24% | — | 71 | +62,622 | New | Q1 2026 | May 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 65,514 | 5,525 | 0.01% | 0.01% | 72 | +32,757 | 100.0% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 58,935 | 5,384 | 0.03% | 0.02% | 73 | +13,127 | 28.66% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 58,288 | 5,325 | 0.09% | 0.08% | 74 | -1,103 | -1.86% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 55,707 | 5,198 | 0.08% | 0.11% | 75 | -6,531 | -10.49% | Q1 2026 | Apr 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 56,727 | 5,183 | 0.43% | 0.4% | 76 | -180 | -0.32% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 55,857 | 5,103 | 0.15% | 0.16% | 77 | -9,821 | -14.95% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 53,459 | 4,884 | 1.51% | 1.61% | 78 | -3,548 | -6.22% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 51,749 | 4,709 | 0.01% | 0.01% | 79 | +2,652 | 5.4% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 50,725 | 4,634 | 0.27% | 0.25% | 80 | +1,058 | 2.13% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,146 | 4,490 | 0.0% | 0.0% | 81 | -1,390 | -2.75% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,687 | 4,448 | 0.01% | 0.01% | 82 | +189 | 0.39% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 43,569 | 3,980 | 0.04% | 0.05% | 83 | -5,344 | -10.93% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,975 | 3,926 | 0.05% | 0.05% | 84 | +1,530 | 3.69% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 42,851 | 3,915 | 2.87% | 2.38% | 85 | +5,087 | 13.47% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 42,289 | 3,863 | 0.01% | 0.01% | 86 | -11,279 | -21.06% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 42,120 | 3,848 | 0.05% | 0.01% | 87 | +34,934 | 486.14% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 42,122 | 3,848 | 0.76% | 0.31% | 88 | +24,822 | 143.48% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 41,949 | 3,832 | 0.04% | — | 89 | +41,949 | New | Q1 2026 | May 12, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 41,284 | 3,772 | 1.49% | 1.55% | 90 | -1,168 | -2.75% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 40,624 | 3,711 | 0.02% | 0.02% | 91 | -765 | -1.85% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 40,258 | 3,678 | 0.31% | 0.24% | 92 | +6,945 | 20.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 40,039 | 3,658 | 0.08% | 0.08% | 93 | -1,297 | -3.14% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 40,169 | 3,655 | 0.02% | 0.02% | 94 | -992 | -2.41% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 39,919 | 3,647 | 1.29% | 1.21% | 95 | +292 | 0.74% | Q1 2026 | Apr 22, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 39,718 | 3,629 | 0.4% | — | 96 | +39,718 | New | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 40,741 | 3,623 | 0.19% | 0.16% | 97 | +6,674 | 19.59% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 39,182 | 3,580 | 0.09% | 0.09% | 98 | +1,827 | 4.89% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 37,209 | 3,399 | 0.33% | 0.33% | 99 | -2,685 | -6.73% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 37,163 | 3,395 | 0.02% | 0.02% | 100 | -7,291 | -16.4% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 36,921 | 3,373 | 0.02% | 0.02% | 101 | -1,090 | -2.87% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,718 | 3,354 | 0.03% | 0.04% | 102 | +2,414 | 7.04% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,182 | 3,214 | 0.01% | 0.01% | 103 | +4,774 | 15.7% | Q1 2026 | Apr 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 34,047 | 3,110 | 0.88% | 0.81% | 104 | -755 | -2.17% | Q1 2026 | Apr 16, 2026 |
| RHS Financial, LLC | History | Added to | 33,665 | 3,075 | 1.46% | 0.91% | 105 | +12,068 | 55.88% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 33,362 | 3,048 | 0.42% | 0.41% | 106 | -1,029 | -2.99% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,433 | 2,963 | 0.06% | 0.05% | 107 | +3,876 | 13.57% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Added to | 37,994 | 2,960 | 1.87% | 1.81% | 108 | +620 | 1.66% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,297 | 2,859 | 0.01% | 0.0% | 109 | +22,092 | 240.0% | Q1 2026 | May 01, 2026 |
| Brickley Wealth Management | History | Added to | 31,271 | 2,857 | 0.49% | 0.45% | 110 | +269 | 0.87% | Q1 2026 | May 04, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 31,237 | 2,854 | 1.48% | 1.41% | 111 | -474 | -1.49% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | No change | 30,144 | 2,754 | 0.74% | 0.69% | 112 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 29,315 | 2,678 | 0.03% | — | 113 | +29,315 | New | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 29,096 | 2,620 | 0.05% | — | 114 | +29,096 | New | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 28,604 | 2,613 | 0.06% | 0.06% | 115 | +999 | 3.62% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 28,082 | 2,565 | 0.04% | 0.03% | 116 | +4,059 | 16.9% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,863 | 2,545 | 0.02% | 0.02% | 117 | -704 | -2.46% | Q1 2026 | May 05, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 27,842 | 2,543 | 1.0% | 0.94% | 118 | -15,630 | -35.95% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 27,687 | 2,529 | 0.0% | 0.0% | 119 | +1,486 | 5.67% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 27,049 | 2,471 | 0.02% | 0.02% | 120 | -77 | -0.28% | Q1 2026 | Apr 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 26,082 | 2,383 | 0.16% | 0.15% | 121 | +575 | 2.25% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 25,814 | 2,358 | 1.2% | 1.36% | 122 | +2,430 | 10.39% | Q1 2026 | Apr 30, 2026 |
| Frontier Asset Management, LLC | History | New | 25,802 | 2,357 | 0.49% | — | 123 | +25,802 | New | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 25,452 | 2,325 | 0.08% | 0.05% | 124 | +34 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,310 | 2,312 | 0.01% | 0.01% | 125 | +4,958 | 24.36% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 25,225 | 2,304 | 0.1% | 0.1% | 126 | +523 | 2.12% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,903 | 2,275 | 0.04% | 0.04% | 127 | -1,126 | -4.33% | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 24,431 | 2,232 | 0.02% | 0.03% | 128 | +397 | 1.65% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 23,187 | 2,118 | 0.01% | 0.01% | 129 | +1,596 | 7.39% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 23,144 | 2,114 | 0.08% | 0.1% | 130 | +12,236 | 112.17% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,835 | 2,086 | 0.04% | 0.04% | 131 | +1,505 | 7.06% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Added to | 22,706 | 2,074 | 0.16% | 0.15% | 132 | +661 | 3.0% | Q1 2026 | Apr 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 22,541 | 2,059 | 0.1% | 0.09% | 133 | -150 | -0.66% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Reduced | 22,482 | 2,054 | 1.03% | 1.01% | 134 | -294 | -1.29% | Q1 2026 | Apr 20, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 21,494 | 1,963 | 0.81% | 0.77% | 135 | -302 | -1.39% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,221 | 1,938 | 0.01% | 0.01% | 136 | -708 | -3.23% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,131 | 1,930 | 0.0% | 0.0% | 137 | -315 | -1.47% | Q1 2026 | May 05, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 20,806 | 1,901 | 0.49% | 0.47% | 138 | -15 | -0.07% | Q1 2026 | Apr 09, 2026 |
| CVA Family Office, LLC | History | Reduced | 20,006 | 1,827 | 0.19% | 0.21% | 139 | -875 | -4.19% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Reduced | 20,000 | 1,827 | 0.1% | 0.1% | 140 | -550 | -2.68% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Added to | 19,516 | 1,783 | 0.24% | 0.23% | 141 | +113 | 0.58% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,112 | 1,734 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,654 | 1,704 | 0.02% | 0.02% | 143 | +1,164 | 6.66% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 17,959 | 1,640 | 0.26% | 0.25% | 144 | -72 | -0.4% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,805 | 1,626 | 0.03% | 0.03% | 145 | +38 | 0.21% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,677 | 1,615 | 0.01% | 0.01% | 146 | -7 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 17,576 | 1,605 | 0.27% | 0.25% | 147 | -333 | -1.86% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 17,466 | 1,596 | 0.0% | 0.0% | 148 | -423 | -2.36% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,436 | 1,593 | 0.01% | 0.01% | 149 | -1,473 | -7.79% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,171 | 1,568 | 0.05% | 0.08% | 150 | -12,919 | -42.93% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 16,616 | 1,518 | 0.2% | 0.19% | 151 | +406 | 2.5% | Q1 2026 | Apr 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 16,594 | 1,516 | 0.35% | 0.34% | 152 | -675 | -3.91% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 16,574 | 1,513 | 0.1% | 0.15% | 153 | -7,013 | -29.73% | Q1 2026 | May 12, 2026 |
| TPG Advisors LLC | History | Reduced | 16,436 | 1,501 | 0.94% | 0.94% | 155 | -1,052 | -6.02% | Q1 2026 | Apr 22, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 16,069 | 1,501 | 0.09% | 0.08% | 154 | -127 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Tacita Capital Inc | History | No change | 15,759 | 1,439 | 0.85% | 0.79% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 15,686 | 1,433 | 0.43% | 0.39% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,236 | 1,392 | 0.16% | 0.14% | 158 | +377 | 2.54% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 15,151 | 1,384 | 0.02% | 0.02% | 159 | -1,247 | -7.6% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | No change | 15,134 | 1,382 | 0.36% | 0.35% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Reduced | 14,894 | 1,360 | 0.24% | 0.23% | 161 | -173 | -1.15% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 14,893 | 1,358 | 0.03% | 0.04% | 162 | -1,912 | -11.38% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,859 | 1,357 | 0.0% | 0.0% | 163 | +1,288 | 9.49% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 14,852 | 1,357 | 0.04% | 0.04% | 164 | -618 | -3.99% | Q1 2026 | Apr 13, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 15,637 | 1,348 | 1.3% | 1.3% | 165 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,724 | 1,345 | 0.0% | 0.0% | 166 | -1,571 | -9.64% | Q1 2026 | Apr 22, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 14,604 | 1,334 | 0.2% | 0.16% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 14,386 | 1,314 | 0.02% | 0.02% | 168 | -216 | -1.48% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 14,380 | 1,313 | 0.1% | — | 169 | +14,380 | New | Q1 2026 | Apr 20, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 14,338 | 1,310 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 14,264 | 1,303 | 0.04% | 0.04% | 171 | +123 | 0.87% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 14,135 | 1,291 | 0.19% | 0.19% | 172 | -8 | -0.06% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,006 | 1,280 | 0.01% | 0.01% | 173 | -2,090 | -12.98% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,719 | 1,253 | 0.01% | 0.01% | 174 | +1,542 | 12.66% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,565 | 1,239 | 0.02% | — | 175 | +13,565 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 13,549 | 1,237 | 0.05% | 0.05% | 176 | +163 | 1.22% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,504 | 1,233 | 0.02% | 0.01% | 177 | +2,962 | 28.1% | Q1 2026 | Apr 14, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 13,430 | 1,227 | 0.52% | 0.78% | 178 | -8,591 | -39.01% | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Reduced | 12,927 | 1,181 | 0.18% | 0.17% | 179 | -19 | -0.15% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 12,777 | 1,167 | 0.0% | 0.0% | 180 | +126 | 1.0% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,751 | 1,165 | 0.09% | 0.08% | 181 | +828 | 6.94% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,525 | 1,144 | 0.04% | 0.03% | 182 | +2,104 | 20.19% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,513 | 1,143 | 0.02% | 0.02% | 183 | -537 | -4.11% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Reduced | 12,461 | 1,138 | 0.0% | 0.0% | 184 | -659 | -5.02% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,106 | 1,130 | 0.01% | 0.01% | 185 | -864 | -6.18% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 12,356 | 1,129 | 0.02% | 0.02% | 186 | -470 | -3.66% | Q1 2026 | May 11, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,208 | 1,115 | 0.37% | 0.37% | 187 | +74 | 0.61% | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 12,146 | 1,109 | 0.2% | — | 188 | +12,146 | New | Q1 2026 | Apr 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 11,950 | 1,091 | 0.13% | 0.13% | 189 | -200 | -1.65% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,830 | 1,080 | 0.13% | 0.06% | 190 | +6,370 | 116.67% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,384 | 1,068 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,521 | 1,052 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 11,213 | 1,024 | 0.41% | 0.39% | 193 | -179 | -1.57% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 10,982 | 1,003 | 0.1% | 0.12% | 194 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 10,991 | 996 | 0.9% | 0.86% | 195 | +18 | 0.16% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | New | 10,916 | 993 | 0.03% | — | 196 | +10,916 | New | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 10,846 | 991 | 0.05% | 0.05% | 197 | -729 | -6.3% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,607 | 989 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | No change | 10,799 | 986 | 0.09% | 0.1% | 199 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 10,765 | 983 | 0.05% | 0.04% | 200 | +461 | 4.47% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,748 | 982 | 0.01% | 0.01% | 201 | -9,959 | -48.09% | Q1 2026 | Apr 29, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 10,556 | 964 | 0.33% | 0.32% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 10,529 | 962 | 0.08% | 0.06% | 203 | +861 | 8.91% | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,330 | 943 | 0.01% | 0.01% | 204 | -239 | -2.26% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,258 | 937 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,943 | 928 | 0.27% | 0.27% | 206 | +100 | 1.02% | Q1 2026 | Apr 16, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 9,795 | 894 | 0.64% | 0.58% | 207 | -10 | -0.1% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,764 | 892 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,664 | 883 | 0.15% | 0.14% | 209 | +102 | 1.07% | Q1 2026 | May 12, 2026 |
| Lexington Hill Partners, LLC | History | No change | 9,635 | 880 | 0.5% | 0.62% | 210 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 9,611 | 878 | 0.31% | 0.33% | 211 | -1,358 | -12.38% | Q1 2026 | May 05, 2026 |
| Empirical Asset Management, LLC | History | No change | 9,267 | 846 | 0.22% | 0.23% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,240 | 844 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,231 | 843 | 0.02% | 0.02% | 214 | -67 | -0.72% | Q1 2026 | Apr 21, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 9,134 | 834 | 0.3% | 0.28% | 215 | -30 | -0.33% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,050 | 826 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,936 | 821 | 0.01% | 0.01% | 217 | -596 | -6.25% | Q1 2026 | Apr 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 8,920 | 815 | 0.08% | 0.07% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,810 | 804 | 0.0% | 0.0% | 219 | +2,302 | 35.37% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 8,784 | 802 | 0.24% | 0.22% | 220 | +346 | 4.1% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,731 | 797 | 0.02% | 0.01% | 221 | +4,120 | 89.35% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,732 | 797 | 0.01% | 0.01% | 222 | +845 | 10.71% | Q1 2026 | May 06, 2026 |
| Private Advisory Group LLC | History | New | 8,563 | 782 | 0.05% | — | 223 | +8,563 | New | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 8,519 | 778 | 0.02% | 0.02% | 224 | +440 | 5.45% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,493 | 776 | 0.0% | 0.01% | 225 | -52,489 | -86.07% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,494 | 776 | 0.02% | 0.02% | 226 | -346 | -3.91% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,398 | 767 | 0.01% | 0.01% | 227 | -1,649 | -16.41% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 8,342 | 762 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 8,280 | 756 | 0.08% | 0.09% | 229 | -1,454 | -14.94% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 8,091 | 739 | 0.0% | 0.0% | 230 | +302 | 3.88% | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 8,026 | 733 | 0.1% | 0.09% | 233 | -377 | -4.49% | Q1 2026 | Apr 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 8,032 | 733 | 0.05% | 0.04% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,031 | 733 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,023 | 733 | 1.52% | 1.47% | 234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | No change | 8,010 | 731 | 0.08% | 0.07% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,888 | 720 | 0.04% | 0.04% | 236 | -49 | -0.62% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,842 | 716 | 0.01% | 0.0% | 237 | +5,832 | 290.15% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 7,772 | 710 | 0.15% | 0.15% | 238 | -349 | -4.3% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,744 | 707 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,177 | 705 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Added to | 7,572 | 691 | 0.19% | 0.15% | 241 | +1,985 | 35.53% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 7,426 | 678 | 0.04% | 0.04% | 242 | -95 | -1.26% | Q1 2026 | Apr 17, 2026 |
| Hilltop Partners LLC | History | No change | 7,314 | 668 | 0.17% | 0.16% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,246 | 662 | 0.05% | 0.05% | 244 | -93 | -1.27% | Q1 2026 | Apr 16, 2026 |
| Pacific Center for Financial Services | History | Added to | 7,206 | 658 | 0.17% | 0.15% | 245 | +111 | 1.56% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,097 | 648 | 0.04% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Counterweight Ventures, LLC | History | No change | 7,058 | 644 | 0.36% | 0.34% | 247 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lantz Financial LLC | History | No change | 7,041 | 643 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,916 | 636 | 0.0% | 0.0% | 249 | -4,441 | -35.94% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 6,802 | 621 | 0.04% | 0.04% | 250 | +625 | 10.12% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,745 | 616 | 0.17% | 0.11% | 251 | +2,099 | 45.18% | Q1 2026 | May 11, 2026 |
| Wolff Financial Management LLC | History | No change | 6,559 | 599 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,492 | 593 | 0.02% | 0.02% | 253 | -38 | -0.58% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 6,413 | 586 | 0.04% | 0.04% | 254 | -41 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Creekside Partners | History | No change | 6,295 | 575 | 0.24% | 0.23% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,278 | 573 | 0.01% | 0.01% | 256 | +78 | 1.26% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,148 | 561 | 0.0% | 0.0% | 257 | +649 | 11.8% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,148 | 561 | 0.02% | 0.02% | 258 | -300 | -4.65% | Q1 2026 | May 12, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,076 | 555 | 0.02% | 0.02% | 259 | +326 | 5.67% | Q1 2026 | May 12, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 5,725 | 535 | 0.22% | 0.24% | 260 | -189 | -3.2% | Q1 2026 | Apr 15, 2026 |
| HRT FINANCIAL LP | History | New | 5,854 | 534 | 0.0% | — | 262 | +5,854 | New | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,854 | 534 | 0.04% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aries Wealth Management | History | No change | 5,840 | 533 | 0.12% | 0.11% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 5,825 | 532 | 0.07% | — | 264 | +5,825 | New | Q1 2026 | May 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,757 | 526 | 0.03% | 0.02% | 265 | +2,025 | 54.26% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,746 | 525 | 0.0% | 0.0% | 266 | -123 | -2.1% | Q1 2026 | May 08, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,651 | 522 | 0.03% | 0.03% | 267 | +113 | 2.04% | Q1 2026 | Apr 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,676 | 518 | 0.03% | 0.03% | 268 | +1,345 | 31.06% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,666 | 517 | 0.0% | 0.0% | 269 | -146 | -2.51% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,665 | 517 | 0.15% | 0.14% | 270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keenan, LLC | History | Reduced | 5,642 | 514 | 0.43% | 0.79% | 271 | -4,775 | -45.84% | Q1 2026 | Apr 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,231 | 477 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 5,214 | 476 | 0.08% | 0.08% | 273 | -480 | -8.43% | Q1 2026 | May 04, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 5,105 | 466 | 0.44% | 0.48% | 274 | -88 | -1.69% | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,401 | 465 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,087 | 464 | 0.25% | 0.23% | 276 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,039 | 460 | 0.0% | 0.0% | 277 | +2,510 | 99.25% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 5,000 | 456 | 0.07% | — | 278 | +5,000 | New | Q1 2026 | May 06, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 4,944 | 451 | 0.31% | 0.28% | 279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | Reduced | 4,917 | 450 | 0.33% | 0.34% | 280 | -74 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 4,875 | 445 | 0.42% | 0.47% | 281 | -967 | -16.55% | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,724 | 431 | 0.13% | 0.12% | 282 | +179 | 3.94% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,692 | 428 | 0.02% | 0.02% | 283 | -577 | -10.95% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,694 | 428 | 0.02% | 0.02% | 284 | -294 | -5.89% | Q1 2026 | May 19, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,685 | 428 | 0.01% | 0.0% | 285 | +293 | 6.67% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 4,677 | 427 | 0.0% | 0.01% | 287 | -638 | -12.0% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | No change | 4,652 | 427 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 4,635 | 424 | 0.27% | 0.33% | 291 | -930 | -16.71% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,651 | 424 | 0.09% | 0.1% | 290 | -895 | -16.14% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,649 | 424 | 0.01% | 0.01% | 289 | -118 | -2.48% | Q1 2026 | May 13, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,650 | 424 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 4,583 | 418 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,574 | 417 | 0.02% | 0.02% | 293 | +129 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,564 | 417 | 0.0% | 0.0% | 294 | +21 | 0.46% | Q1 2026 | May 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,522 | 413 | 0.26% | 0.13% | 296 | -326 | -6.72% | Q1 2026 | May 01, 2026 |
| EWA, LLC | History | Added to | 4,522 | 413 | 0.09% | 0.09% | 295 | +324 | 7.72% | Q1 2026 | Apr 23, 2026 |
| AMG National Trust Bank | History | No change | 4,501 | 411 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,481 | 409 | 0.05% | 0.04% | 298 | -53 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Blankinship & Foster, LLC | History | No change | 4,458 | 407 | 0.09% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,444 | 406 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,440 | 405 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Reduced | 4,417 | 403 | 0.26% | 0.24% | 303 | -160 | -3.5% | Q1 2026 | Apr 24, 2026 |
| Sage Capital Advisors,llc | History | No change | 4,413 | 403 | 0.09% | 0.09% | 302 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,396 | 401 | 0.0% | 0.0% | 304 | +881 | 25.06% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 4,399 | 401 | 0.01% | 0.01% | 305 | +69 | 1.59% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 4,378 | 400 | 0.32% | 0.32% | 306 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,294 | 392 | 0.01% | 0.02% | 307 | -5,954 | -58.1% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | No change | 4,290 | 391 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,244 | 387 | 0.03% | 0.02% | 309 | -206 | -4.63% | Q1 2026 | May 21, 2026 |
| Traction Financial Partners, LLC | History | No change | 4,241 | 387 | 0.24% | 0.22% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,233 | 386 | 0.02% | 0.02% | 311 | +34 | 0.81% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 4,161 | 380 | 0.13% | 0.14% | 312 | -180 | -4.15% | Q1 2026 | May 15, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,137 | 377 | 0.04% | 0.06% | 313 | -1,629 | -28.25% | Q1 2026 | Apr 10, 2026 |
| TME FINANCIAL, INC. | History | No change | 4,119 | 376 | 0.26% | 0.25% | 314 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,100 | 374 | 0.0% | 0.0% | 315 | -8,300 | -66.94% | Q1 2026 | May 14, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 4,090 | 373 | 0.16% | 0.13% | 316 | +280 | 7.35% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,059 | 370 | 0.02% | 0.01% | 317 | +1,050 | 34.9% | Q1 2026 | Apr 17, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,053 | 370 | 0.26% | 0.24% | 318 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,033 | 368 | 0.14% | 0.26% | 319 | -4,597 | -53.27% | Q1 2026 | May 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 4,007 | 366 | 0.03% | 0.03% | 320 | +224 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 3,995 | 365 | 0.05% | 0.05% | 321 | -83 | -2.04% | Q1 2026 | Apr 30, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,957 | 361 | 0.38% | 0.31% | 322 | +250 | 6.74% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,925 | 358 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,898 | 357 | 0.0% | — | 325 | +3,898 | New | Q1 2026 | May 12, 2026 |
| Urban Wealth Management, LLC | History | No change | 3,915 | 357 | 0.37% | 0.31% | 324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,907 | 356 | 0.02% | 0.02% | 326 | -208 | -5.05% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,880 | 354 | 0.0% | 0.0% | 327 | -160 | -3.96% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,797 | 346 | 0.04% | 0.04% | 328 | -375 | -8.99% | Q1 2026 | Apr 23, 2026 |
| DRAVO BAY LLC | History | Added to | 3,785 | 345 | 0.14% | 0.12% | 329 | +466 | 14.04% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 3,787 | 345 | 0.05% | 0.06% | 331 | -268 | -6.61% | Q1 2026 | Apr 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 3,781 | 345 | 0.08% | 0.07% | 330 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,739 | 341 | 0.01% | 0.03% | 332 | -16,015 | -81.07% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,685 | 336 | 0.01% | 0.01% | 333 | +178 | 5.08% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 3,648 | 333 | 0.01% | 0.01% | 334 | +245 | 7.2% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 3,635 | 332 | 0.02% | 0.02% | 336 | +372 | 11.4% | Q1 2026 | Apr 16, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 3,634 | 332 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 3,557 | 324 | 0.0% | 0.0% | 337 | +27 | 0.76% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,526 | 322 | 0.0% | 0.0% | 338 | +68 | 1.97% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 3,514 | 321 | 0.0% | 0.0% | 339 | +321 | 10.05% | Q1 2026 | May 11, 2026 |
| GDS Wealth Management | History | Reduced | 3,508 | 320 | 0.02% | 0.02% | 340 | -24 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 3,465 | 316 | 0.13% | 0.12% | 341 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,437 | 314 | 0.0% | 0.0% | 342 | +3,161 | 1145.29% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,438 | 314 | 0.01% | 0.01% | 343 | +257 | 8.08% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 3,385 | 309 | 0.0% | 0.0% | 344 | +534 | 18.73% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,381 | 308 | 0.02% | 0.03% | 346 | -612 | -15.33% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 3,376 | 308 | 0.08% | 0.08% | 345 | -58 | -1.69% | Q1 2026 | May 05, 2026 |
| ARWA LLC | History | No change | 3,307 | 308 | 0.15% | 0.17% | 347 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,361 | 307 | 0.07% | 0.07% | 348 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,342 | 305 | 0.01% | 0.01% | 349 | +78 | 2.39% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 3,468 | 299 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 3,258 | 297 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Reduced | 3,151 | 295 | 0.01% | 0.01% | 352 | -266 | -7.78% | Q1 2026 | Apr 09, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,226 | 294 | 0.01% | 0.01% | 353 | +117 | 3.76% | Q1 2026 | May 12, 2026 |
| INVESTED ADVISORS | History | Added to | 3,209 | 293 | 0.3% | 0.27% | 354 | +238 | 8.01% | Q1 2026 | Apr 29, 2026 |
| Rare Wolf Capital LLC | History | No change | 3,215 | 293 | 0.19% | 0.17% | 355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,145 | 289 | 0.04% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,147 | 287 | 0.0% | 0.0% | 357 | +173 | 5.82% | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | No change | 3,143 | 287 | 0.14% | 0.13% | 358 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FULTON BANK, N.A. | History | No change | 3,131 | 286 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 3,120 | 285 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 3,112 | 284 | 0.18% | 0.18% | 361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,100 | 283 | 0.0% | — | 362 | +3,100 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,079 | 281 | 0.02% | 0.02% | 363 | -52 | -1.66% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 3,015 | 275 | 0.0% | 0.0% | 364 | -308 | -9.27% | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,979 | 272 | 0.06% | 0.05% | 365 | -34 | -1.13% | Q1 2026 | Apr 27, 2026 |
| Catalyst Investment Management LLC | History | Added to | 2,921 | 272 | 0.3% | 0.24% | 367 | +1 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,046 | 272 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 2,966 | 271 | 0.0% | 0.0% | 368 | +29 | 0.99% | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Added to | 2,941 | 268 | 0.08% | 0.07% | 370 | +202 | 7.37% | Q1 2026 | Apr 09, 2026 |
| Claro Advisors Inc. | History | No change | 2,944 | 268 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | No change | 2,930 | 267 | 0.07% | 0.06% | 371 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,900 | 264 | 0.0% | — | 372 | +2,900 | New | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 2,887 | 263 | 0.05% | 0.05% | 373 | +20 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Vanguard National Trust Co | History | New | 2,877 | 262 | 0.02% | — | 375 | +2,877 | New | Q1 2026 | May 08, 2026 |
| PDS Planning, Inc | History | No change | 2,868 | 262 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | New | 2,835 | 259 | 0.01% | — | 376 | +2,835 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,826 | 258 | 0.01% | 0.01% | 377 | +388 | 15.91% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 2,817 | 257 | 0.01% | 0.01% | 378 | +52 | 1.88% | Q1 2026 | Apr 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 2,823 | 257 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,813 | 257 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,787 | 254 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 2,767 | 252 | 0.08% | 0.06% | 382 | -250 | -8.29% | Q1 2026 | May 12, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 2,767 | 252 | 0.14% | 0.12% | 383 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 2,732 | 249 | 0.07% | 0.07% | 384 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | No change | 2,719 | 248 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,724 | 248 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | No change | 2,706 | 247 | 0.04% | 0.04% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,701 | 246 | 0.0% | 0.02% | 388 | -16,811 | -86.16% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,682 | 245 | 0.01% | 0.0% | 389 | -47 | -1.72% | Q1 2026 | May 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 2,676 | 245 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Invariant Investment Management | History | New | 2,567 | 239 | 0.15% | — | 392 | +2,567 | New | Q1 2026 | Apr 13, 2026 |
| Forum Private Client Group LLC | History | Reduced | 2,621 | 239 | 0.08% | 0.12% | 391 | -1,337 | -33.78% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,584 | 236 | 0.0% | 0.0% | 393 | -124 | -4.58% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,590 | 236 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 2,568 | 234 | 0.13% | 0.12% | 395 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,557 | 233 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 2,548 | 232 | 0.1% | 0.09% | 397 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | New | 2,508 | 229 | 0.03% | — | 398 | +2,508 | New | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | New | 2,499 | 228 | 0.0% | — | 399 | +2,499 | New | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Reduced | 2,479 | 225 | 0.11% | 0.12% | 400 | -83 | -3.24% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | No change | 2,446 | 223 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,428 | 221 | 0.11% | 0.12% | 402 | -411 | -14.48% | Q1 2026 | Apr 15, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 2,410 | 220 | 0.19% | 0.18% | 403 | +22 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Sensible Money, LLC | History | No change | 2,382 | 217 | 0.07% | 0.07% | 404 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,343 | 216 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,365 | 216 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,322 | 212 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 2,328 | 212 | 0.08% | 0.08% | 408 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,313 | 211 | 0.02% | — | 409 | +2,313 | New | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 2,419 | 208 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,256 | 206 | 0.0% | — | 411 | +2,256 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,256 | 206 | 0.0% | — | 412 | +2,256 | New | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,245 | 205 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oak Asset Management, LLC | History | New | 2,223 | 203 | 0.07% | — | 414 | +2,223 | New | Q1 2026 | Apr 15, 2026 |
| Ackerman Capital Advisors, LLC | History | New | 2,198 | 200 | 0.04% | — | 415 | +2,198 | New | Q1 2026 | May 05, 2026 |
| Bravias Capital Group, LLC | History | New | 2,194 | 200 | 0.13% | — | 416 | +2,194 | New | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,134 | 197 | 0.0% | 0.0% | 417 | +500 | 30.6% | Q1 2026 | Apr 28, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 2,137 | 195 | 0.14% | 0.14% | 418 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 2,042 | 186 | 0.01% | 0.02% | 419 | -4,464 | -68.61% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,917 | 175 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,837 | 167 | 0.0% | 0.0% | 421 | -19 | -1.02% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 1,735 | 158 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aspect Partners, LLC | History | New | 1,586 | 144 | 0.06% | — | 423 | +1,586 | New | Q1 2026 | Apr 02, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,555 | 142 | 0.01% | 0.01% | 424 | -22 | -1.4% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,596 | 137 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 1,484 | 135 | 0.01% | 0.0% | 426 | +1,284 | 642.0% | Q1 2026 | May 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,474 | 134 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,405 | 128 | 0.01% | 0.01% | 428 | -1 | -0.07% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Advisors | History | No change | 1,327 | 121 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 1,237 | 113 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,229 | 112 | 0.09% | 0.08% | 431 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,213 | 110 | 0.09% | 0.08% | 433 | -6 | -0.49% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,212 | 110 | 0.04% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,163 | 106 | 0.01% | 0.01% | 434 | +248 | 27.1% | Q1 2026 | Apr 15, 2026 |
| Nemes Rush Group LLC | History | No change | 1,147 | 104 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,125 | 103 | 0.0% | — | 436 | +1,125 | New | Q1 2026 | May 18, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,093 | 99 | 0.08% | 0.06% | 437 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,076 | 98 | 0.08% | — | 439 | +1,076 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,079 | 98 | 0.01% | 0.01% | 438 | -80 | -6.9% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | No change | 1,025 | 93 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SouthState Bank Corp | History | No change | 984 | 89 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 977 | 89 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 943 | 86 | 0.01% | 0.01% | 443 | +12 | 1.29% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 901 | 82 | 0.01% | 0.01% | 445 | -9 | -0.99% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 898 | 82 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Provident Wealth Management, LLC | History | No change | 875 | 79 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 858 | 78 | 0.0% | 0.0% | 447 | +44 | 5.41% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 841 | 76 | 0.04% | 0.05% | 448 | -250 | -22.91% | Q1 2026 | Apr 02, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 849 | 73 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 793 | 72 | 0.0% | 0.0% | 450 | -360 | -31.22% | Q1 2026 | Apr 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 782 | 71 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 775 | 70 | 0.0% | — | 452 | +775 | New | Q1 2026 | May 08, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 750 | 68 | 0.03% | 0.02% | 453 | +250 | 50.0% | Q1 2026 | Apr 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 650 | 59 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | New | 638 | 58 | 0.02% | — | 456 | +638 | New | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 643 | 58 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 614 | 56 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 596 | 54 | 0.0% | 0.0% | 458 | +288 | 93.51% | Q1 2026 | Apr 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 582 | 53 | 0.0% | — | 459 | +582 | New | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 580 | 52 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 10Elms LLP | History | Added to | 552 | 50 | 0.03% | 0.01% | 462 | +463 | 520.22% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 548 | 50 | 0.0% | 0.0% | 461 | -273 | -33.25% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 527 | 48 | 0.0% | 0.0% | 463 | +275 | 109.13% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 522 | 47 | 0.03% | 0.03% | 464 | -3 | -0.57% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | No change | 510 | 46 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CKW FINANCIAL GROUP | History | No change | 500 | 46 | 0.01% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Reduced | 503 | 45 | 0.01% | 0.03% | 467 | -1,105 | -68.72% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 494 | 45 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | New | 462 | 42 | 0.01% | — | 470 | +462 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 470 | 42 | 0.0% | 0.01% | 469 | -310 | -39.74% | Q1 2026 | Apr 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 433 | 39 | 0.0% | 0.02% | 471 | -1,679 | -79.5% | Q1 2026 | May 08, 2026 |
| Fairscale Capital, LLC | History | No change | 405 | 37 | 0.03% | 0.02% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 402 | 36 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 379 | 34 | 0.0% | 0.0% | 475 | +254 | 203.2% | Q1 2026 | May 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 372 | 34 | 0.01% | 0.01% | 474 | -108 | -22.5% | Q1 2026 | May 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 363 | 33 | 0.02% | — | 478 | +363 | New | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 365 | 33 | 0.0% | 0.0% | 477 | +315 | 630.0% | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | No change | 362 | 33 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 353 | 32 | 0.0% | 0.0% | 481 | +36 | 11.36% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 358 | 32 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 354 | 32 | 0.01% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 339 | 30 | 0.0% | 0.0% | 482 | -17 | -4.78% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 324 | 29 | 0.0% | — | 484 | +324 | New | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 319 | 29 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 311 | 28 | 0.01% | — | 486 | +311 | New | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 316 | 28 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 286 | 26 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 292 | 26 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 285 | 26 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 268 | 24 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | No change | 267 | 24 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 258 | 23 | 0.0% | 0.0% | 492 | +13 | 5.31% | Q1 2026 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | New | 250 | 22 | 0.0% | — | 494 | +250 | New | Q1 2026 | Apr 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 244 | 22 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 235 | 21 | 0.0% | — | 495 | +235 | New | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Added to | 212 | 19 | 0.0% | 0.0% | 497 | +125 | 143.68% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 217 | 19 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 188 | 17 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 177 | 16 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 180 | 16 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | No change | 171 | 15 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | New | 161 | 14 | 0.01% | — | 506 | +161 | New | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 163 | 14 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 150 | 14 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 167 | 14 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Boreal Capital Management LLC | History | No change | 160 | 14 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 153 | 13 | 0.0% | 0.0% | 507 | -61 | -28.5% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | Reduced | 148 | 13 | 0.0% | 0.0% | 509 | -37 | -20.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 147 | 13 | 0.0% | 0.0% | 508 | -15 | -9.26% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 141 | 12 | 0.01% | 0.02% | 510 | -422 | -74.96% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 135 | 12 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 137 | 12 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 132 | 12 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 128 | 11 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 128 | 11 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 104 | 9 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 91 | 8 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 91 | 8 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | No change | 88 | 8 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 81 | 7 | 0.0% | — | 521 | +81 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 84 | 7 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 68 | 6 | 0.0% | — | 524 | +68 | New | Q1 2026 | May 07, 2026 |
| BankPlus Trust Department | History | No change | 69 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PlanVest Financial, Inc | History | New | 59 | 5 | 0.0% | — | 525 | +59 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 50 | 4 | 0.0% | — | 528 | +50 | New | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 47 | 4 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 53 | 4 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 41 | 3 | 0.0% | — | 532 | +41 | New | Q1 2026 | Apr 20, 2026 |
| MOTCO | History | No change | 39 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 36 | 3 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIRST HORIZON CORP | History | No change | 32 | 2 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 28 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 30 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 540 | -118 | -85.51% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | Reduced | 17 | 1 | 0.0% | 0.0% | 537 | -23 | -57.5% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 13 | 1 | 0.0% | 0.0% | 539 | -15 | -53.57% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PFS Partners, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281,552 | -100.0% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -166,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.64% | — | -162,147 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -68,661 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -53,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -21,639 | -100.0% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,790 | -100.0% | Q1 2026 | May 13, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -10,536 | -100.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,161 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,368 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,197 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,160 | -100.0% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,349 | -100.0% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,669 | -100.0% | Q1 2026 | May 15, 2026 |
| Bolthouse Investments, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,220 | -100.0% | Q1 2026 | Apr 28, 2026 |
| San Luis Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,160 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,914 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,799 | -100.0% | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,650 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,644 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,423 | -100.0% | Q1 2026 | May 20, 2026 |
| Bestgate Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -2,338 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,325 | -100.0% | Q1 2026 | May 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,206 | -100.0% | Q1 2026 | May 12, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,941 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -355 | -100.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 5 | 0 | — | 0.01% | — | -286 | -98.28% | Q1 2026 | Apr 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |