iSHARES TRUST - EMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 19,961,569 | 1,874,990 | 0.35% | 0.33% | 1 | +886,761 | 4.65% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 10,378,384 | 974,841 | 0.15% | 0.02% | 2 | +8,951,398 | 627.29% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,815,371 | 921,957 | 0.11% | 0.03% | 3 | +7,234,115 | 280.26% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,206,808 | 675,996 | 0.33% | 0.16% | 4 | +2,650,350 | 74.52% | Q1 2026 | May 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 6,336,400 | 595,178 | 20.83% | 18.06% | 5 | +35,662 | 0.57% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,303,322 | 592,071 | 0.04% | 0.06% | 6 | -1,583,754 | -20.08% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 5,407,726 | 507,948 | 0.96% | 1.09% | 7 | -546,595 | -9.18% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 4,289,720 | 402,933 | 0.02% | 0.02% | 8 | +140,889 | 3.4% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,065,982 | 378,583 | 0.02% | 0.04% | 9 | -1,738,340 | -29.95% | Q1 2026 | May 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Reduced | 3,478,160 | 323,851 | 13.27% | 35.84% | 10 | -3,256,220 | -48.35% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,688,071 | 252,491 | 0.04% | 0.04% | 11 | -198 | -0.01% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,650,114 | 248,925 | 0.96% | — | 12 | +2,650,114 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,513,604 | 236,328 | 0.12% | 0.21% | 13 | -1,236,957 | -32.98% | Q1 2026 | Apr 30, 2026 |
| Japan Science & Technology Agency | History | No change | 2,500,000 | 234,825 | 4.88% | 4.42% | 14 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,189,400 | 205,650 | 0.04% | 0.01% | 15 | +1,863,229 | 571.24% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,183,616 | 205,107 | 0.32% | 0.3% | 16 | +122,317 | 5.93% | Q1 2026 | May 06, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,156,276 | 202,539 | 8.86% | 8.57% | 17 | +78,441 | 3.78% | Q1 2026 | Apr 27, 2026 |
| Polianta Ltd | History | Reduced | 2,151,000 | 202,043 | 26.81% | 29.31% | 18 | -175,000 | -7.52% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Reduced | 1,971,145 | 185,149 | 0.0% | 0.0% | 19 | -1,098,484 | -35.79% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,795,388 | 168,640 | 0.21% | 0.27% | 20 | -498,927 | -21.75% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,745,556 | 163,960 | 0.03% | 0.03% | 21 | +81,618 | 4.91% | Q1 2026 | May 05, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,553,708 | 145,939 | 7.56% | 7.07% | 22 | +84,020 | 5.72% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 1,337,709 | 125,651 | 2.95% | 4.0% | 23 | -180,269 | -11.88% | Q1 2026 | May 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 1,278,166 | 120,058 | 0.58% | 0.25% | 24 | +674,893 | 111.87% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,083,204 | 101,745 | 0.03% | 0.08% | 25 | -1,789,826 | -62.3% | Q1 2026 | May 06, 2026 |
| PAYDEN & RYGEL | History | Reduced | 917,273 | 86,159 | 6.63% | 6.68% | 26 | -85,694 | -8.54% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 904,307 | 85,792 | 0.02% | 0.02% | 27 | -197,643 | -17.94% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 906,584 | 85,155 | 2.5% | 2.31% | 28 | +102,681 | 12.77% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 859,775 | 80,741 | 0.02% | 0.15% | 29 | -4,258,911 | -83.2% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 844,402 | 79,314 | 0.2% | 0.18% | 30 | +99,952 | 13.43% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 837,511 | 78,667 | 0.07% | 0.06% | 31 | +33,723 | 4.2% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 774,583 | 72,756 | 0.37% | 0.42% | 32 | -27,642 | -3.45% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 593,863 | 55,781 | 0.03% | 0.03% | 33 | -41,143 | -6.48% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 580,000 | 54,479 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 524,772 | 49,291 | 0.18% | 0.13% | 35 | +159,900 | 43.82% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 513,763 | 48,257 | 0.04% | 0.05% | 36 | -216,656 | -29.66% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 513,611 | 48,243 | 0.02% | 0.02% | 37 | -105,617 | -17.06% | Q1 2026 | May 06, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 487,378 | 45,779 | 9.97% | 0.43% | 38 | +467,856 | 2396.56% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 468,008 | 43,959 | 0.05% | 0.06% | 39 | -99,422 | -17.52% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 431,469 | 40,527 | 1.83% | 0.06% | 40 | +418,305 | 3177.64% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 429,253 | 40,319 | 0.0% | 0.0% | 41 | +259,522 | 152.9% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 415,091 | 38,989 | 0.04% | 0.09% | 42 | -407,928 | -49.56% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 404,063 | 37,953 | 0.09% | — | 43 | +404,063 | New | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Added to | 402,000 | 37,759 | 0.28% | 0.16% | 44 | +204,000 | 103.03% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 370,454 | 34,796 | 0.17% | 0.21% | 45 | -13,992 | -3.64% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 359,377 | 33,756 | 0.01% | 0.09% | 46 | +16,411 | 4.79% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 353,373 | 33,192 | 0.02% | 0.01% | 47 | +23,840 | 7.23% | Q1 2026 | May 18, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 350,000 | 32,875 | 0.19% | 0.2% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 340,000 | 31,936 | 2.09% | 2.15% | 49 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 339,782 | 31,915 | 0.07% | 0.26% | 50 | -988,554 | -74.42% | Q1 2026 | May 06, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 316,338 | 29,713 | 3.41% | 3.35% | 51 | -21,749 | -6.43% | Q1 2026 | May 01, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 291,422 | 28,058 | 2.26% | 2.26% | 52 | +64 | 0.02% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | Added to | 297,977 | 27,988 | 1.16% | 1.1% | 53 | +24,212 | 8.84% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 297,429 | 27,650 | 0.01% | 0.02% | 54 | +41,424 | 16.18% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 285,866 | 27,634 | 0.41% | 0.43% | 55 | +59,816 | 26.46% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 279,663 | 26,268 | 0.59% | 0.68% | 56 | -24,789 | -8.14% | Q1 2026 | May 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 274,505 | 25,628 | 0.18% | 0.19% | 57 | -974 | -0.35% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 271,831 | 25,533 | 0.17% | 0.16% | 58 | +34,956 | 14.76% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 264,493 | 25,465 | 0.86% | 0.86% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 264,519 | 24,846 | 0.01% | 0.01% | 60 | -77,286 | -22.61% | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | New | 263,561 | 24,756 | 5.02% | — | 61 | +263,561 | New | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 263,346 | 24,736 | 1.82% | 1.69% | 62 | +13,136 | 5.25% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 255,421 | 23,992 | 0.02% | 0.02% | 63 | -5,933 | -2.27% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 253,797 | 23,839 | 0.02% | 0.0% | 64 | +239,277 | 1647.91% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 246,629 | 23,066 | 0.05% | 0.05% | 65 | +22,233 | 9.91% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,357 | 23,062 | 0.03% | 0.03% | 66 | +48,753 | 24.8% | Q1 2026 | May 15, 2026 |
| Stairway Partners, LLC | History | Added to | 241,841 | 22,716 | 1.18% | 1.2% | 67 | +1,110 | 0.46% | Q1 2026 | Apr 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 232,882 | 21,874 | 0.02% | 0.03% | 68 | -86,998 | -27.2% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 230,405 | 21,641 | 0.18% | 0.17% | 69 | +9,664 | 4.38% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 227,616 | 21,379 | 1.08% | 1.14% | 70 | -3,333 | -1.44% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 225,899 | 21,218 | 0.3% | 0.34% | 71 | +7,116 | 3.25% | Q1 2026 | Apr 10, 2026 |
| SIH Partners, LLLP | History | New | 225,176 | 21,150 | 0.28% | — | 72 | +225,176 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 225,000 | 21,134 | 0.0% | 0.0% | 73 | -12,000 | -5.06% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 223,465 | 20,990 | 0.05% | 0.05% | 74 | +4,510 | 2.06% | Q1 2026 | May 05, 2026 |
| Towercrest Capital Management | History | Added to | 221,835 | 20,837 | 3.25% | 3.24% | 75 | +8,486 | 3.98% | Q1 2026 | May 01, 2026 |
| Estate Counselors, LLC | History | Added to | 220,249 | 20,687 | 1.84% | 0.91% | 76 | +107,719 | 95.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,863 | 19,466 | 0.13% | 0.17% | 77 | +20,967 | 8.23% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 199,452 | 18,734 | 1.11% | — | 78 | +199,452 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 191,736 | 18,010 | 0.02% | 0.06% | 79 | -301,757 | -61.15% | Q1 2026 | Apr 16, 2026 |
| Invst, LLC | History | Reduced | 191,589 | 17,995 | 2.03% | 2.09% | 80 | -8,169 | -4.09% | Q1 2026 | May 13, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 191,122 | 17,952 | 2.48% | 2.06% | 81 | +35,189 | 22.57% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 190,109 | 17,856 | 0.09% | — | 82 | +190,109 | New | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 188,876 | 17,741 | 2.33% | 2.44% | 83 | +6,503 | 3.57% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 188,300 | 17,687 | 0.01% | 0.01% | 84 | +48,700 | 34.89% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 175,915 | 16,392 | 0.02% | 0.04% | 85 | -239,485 | -57.65% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 172,166 | 16,171 | 0.01% | 0.01% | 86 | -52,011 | -23.2% | Q1 2026 | May 07, 2026 |
| iA Global Asset Management Inc. | History | Added to | 171,924 | 16,149 | 0.23% | 0.21% | 87 | +2,270 | 1.34% | Q1 2026 | Apr 23, 2026 |
| Nuveen, LLC | History | New | 159,800 | 15,010 | 0.0% | — | 88 | +159,800 | New | Q1 2026 | Apr 30, 2026 |
| First Trust Bank, Ltd. | History | No change | 158,000 | 14,840 | 29.17% | 33.83% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 155,694 | 14,490 | 0.16% | 0.39% | 90 | -160,404 | -50.75% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 152,709 | 14,343 | 0.0% | 0.03% | 91 | -1,333,463 | -89.72% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 146,317 | 13,743 | 0.69% | 0.43% | 92 | +56,439 | 62.8% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 141,877 | 13,659 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 144,276 | 13,551 | 0.04% | 0.08% | 94 | -160,480 | -52.66% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 141,944 | 13,332 | 0.0% | 0.0% | 95 | +122,126 | 616.24% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 139,167 | 13,073 | 0.02% | 0.01% | 96 | +36,209 | 35.17% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 137,531 | 12,918 | 0.01% | 0.0% | 97 | +55,103 | 66.85% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Added to | 136,346 | 12,806 | 0.21% | 0.16% | 98 | +4,585 | 3.48% | Q1 2026 | May 05, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 135,929 | 12,767 | 3.18% | 3.15% | 99 | +3,704 | 2.8% | Q1 2026 | Apr 27, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 135,357 | 12,714 | 4.59% | 4.58% | 100 | +143 | 0.11% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Management Group | History | Added to | 135,230 | 12,702 | 2.78% | 2.77% | 101 | +4,331 | 3.31% | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 133,652 | 12,553 | 0.24% | 0.23% | 102 | -150 | -0.11% | Q1 2026 | Apr 10, 2026 |
| Occidental Asset Management, LLC | History | Added to | 132,371 | 12,433 | 1.47% | 1.31% | 103 | +18,834 | 16.59% | Q1 2026 | Apr 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 131,450 | 12,347 | 0.67% | 0.62% | 104 | +8,407 | 6.83% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Added to | 129,134 | 12,129 | 0.41% | 0.4% | 105 | +4,393 | 3.52% | Q1 2026 | Apr 22, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 128,000 | 12,023 | 0.7% | 0.73% | 106 | -6,700 | -4.97% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 127,356 | 11,958 | 0.01% | 0.01% | 107 | +50,123 | 64.9% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 126,419 | 11,874 | 3.86% | 4.01% | 108 | +563 | 0.45% | Q1 2026 | May 08, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 122,087 | 11,467 | 0.27% | 0.33% | 109 | -34,850 | -22.21% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 120,922 | 11,358 | 0.09% | 0.27% | 110 | -212,100 | -63.69% | Q1 2026 | Apr 07, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 117,052 | 10,994 | 4.87% | 5.13% | 111 | -1,531 | -1.29% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | Added to | 116,848 | 10,975 | 2.06% | 1.49% | 112 | +45,309 | 63.33% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 116,089 | 10,904 | 0.04% | 0.04% | 113 | -541 | -0.46% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 113,164 | 10,629 | 0.65% | 0.52% | 114 | -2,156,612 | -95.01% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 105,585 | 10,165 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 107,961 | 10,140 | 0.01% | 0.01% | 116 | -40,231 | -27.15% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 107,250 | 10,074 | 0.0% | 0.02% | 117 | -369,162 | -77.49% | Q1 2026 | May 11, 2026 |
| CVS HEALTH Corp | History | New | 107,000 | 10,050 | 4.73% | — | 118 | +107,000 | New | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Reduced | 106,127 | 9,968 | 0.05% | 0.06% | 119 | -1,674 | -1.55% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 105,935 | 9,950 | 0.01% | 0.02% | 120 | -56,534 | -34.8% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 105,482 | 9,908 | 0.51% | 0.5% | 121 | +7,294 | 7.43% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 105,456 | 9,884 | 0.01% | 0.02% | 122 | -26,871 | -20.31% | Q1 2026 | May 13, 2026 |
| III Capital Management | History | New | 105,000 | 9,862 | 2.86% | — | 123 | +105,000 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 104,486 | 9,814 | 0.0% | 0.0% | 124 | -211,655 | -66.95% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 103,756 | 9,746 | 0.03% | 0.03% | 125 | -18,386 | -15.05% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 102,196 | 9,599 | 0.51% | 0.35% | 126 | +39,038 | 61.81% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Added to | 100,000 | 9,393 | 0.02% | 0.01% | 127 | +50,000 | 100.0% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 99,480 | 9,344 | 1.48% | 1.48% | 128 | +3,615 | 3.77% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 98,594 | 9,260 | 0.04% | 0.03% | 129 | +13,194 | 15.45% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,343 | 9,237 | 0.02% | 0.02% | 130 | +9,047 | 10.13% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 97,377 | 9,146 | 0.02% | 0.16% | 131 | -850,874 | -89.73% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,708 | 8,989 | 0.01% | 0.02% | 132 | -59,413 | -38.3% | Q1 2026 | Apr 27, 2026 |
| Omega Financial Group, LLC | History | Added to | 92,362 | 8,675 | 2.82% | 2.89% | 133 | +1,135 | 1.24% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 91,647 | 8,608 | 1.1% | 0.69% | 134 | +33,354 | 57.22% | Q1 2026 | Apr 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 90,180 | 8,470 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 88,865 | 8,347 | 0.2% | 0.22% | 136 | -7,000 | -7.3% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 87,372 | 8,179 | 0.04% | 0.05% | 137 | -19,534 | -18.27% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 85,755 | 8,054 | 0.11% | — | 138 | +85,755 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 85,304 | 8,012 | 0.01% | 0.02% | 139 | -131,593 | -60.67% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Added to | 83,269 | 7,821 | 1.09% | 1.07% | 140 | +2,556 | 3.17% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 81,989 | 7,701 | 0.06% | 0.08% | 141 | +10,702 | 15.01% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 81,501 | 7,651 | 1.85% | 1.64% | 142 | +6,215 | 8.26% | Q1 2026 | Apr 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 80,434 | 7,555 | 0.56% | 0.48% | 143 | +12,842 | 19.0% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Added to | 80,210 | 7,534 | 0.2% | 0.2% | 144 | +1,047 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 79,989 | 7,513 | 0.42% | 0.52% | 145 | -12,626 | -13.63% | Q1 2026 | Apr 28, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 78,794 | 7,401 | 1.42% | 1.43% | 146 | +1,338 | 1.73% | Q1 2026 | May 01, 2026 |
| Genus Capital Management Inc. | History | Added to | 76,810 | 7,214 | 0.83% | 0.86% | 147 | +490 | 0.64% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 77,000 | 7,169 | 0.1% | 0.09% | 148 | +500 | 0.65% | Q1 2026 | Apr 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 72,722 | 7,002 | 1.86% | 1.86% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | New | 73,170 | 6,873 | 0.41% | — | 150 | +73,170 | New | Q1 2026 | May 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 73,059 | 6,862 | 3.57% | 3.61% | 151 | -5,698 | -7.23% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,969 | 6,666 | 0.0% | 0.02% | 152 | -1,072,782 | -93.8% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 68,039 | 6,390 | 0.0% | 0.0% | 153 | +30,950 | 83.45% | Q1 2026 | May 04, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 66,724 | 6,267 | 0.73% | 0.69% | 154 | +5,755 | 9.44% | Q1 2026 | Apr 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 65,446 | 6,147 | 0.01% | 0.01% | 155 | +16,779 | 34.48% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 64,684 | 6,075 | 0.75% | 0.46% | 156 | +27,620 | 74.52% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 63,394 | 5,954 | 0.05% | 0.04% | 157 | +4,393 | 7.45% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 61,830 | 5,807 | 0.01% | 0.0% | 158 | +61,467 | 16933.06% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 61,286 | 5,756 | 0.01% | 0.01% | 159 | -11,744 | -16.08% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 61,165 | 5,745 | 0.31% | 0.3% | 160 | -80 | -0.13% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 60,708 | 5,702 | 1.31% | 0.05% | 161 | +58,616 | 2801.91% | Q1 2026 | Apr 20, 2026 |
| Finhabits Advisors LLC | History | Added to | 60,688 | 5,700 | 5.26% | 5.35% | 162 | +1,521 | 2.57% | Q1 2026 | May 06, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 59,476 | 5,586 | 2.44% | 2.39% | 163 | +1,858 | 3.22% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 58,063 | 5,453 | 0.05% | 0.3% | 164 | -261,553 | -81.83% | Q1 2026 | May 08, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 56,980 | 5,352 | 2.86% | 2.97% | 165 | -1,605 | -2.74% | Q1 2026 | Apr 27, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 56,251 | 5,283 | 4.34% | 4.36% | 166 | +1,496 | 2.73% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 56,164 | 5,275 | 0.01% | 0.02% | 167 | -166,789 | -74.81% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 55,042 | 5,170 | 0.01% | 0.0% | 168 | +12,088 | 28.14% | Q1 2026 | May 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 54,811 | 5,148 | 0.75% | 0.68% | 169 | +3,531 | 6.89% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 52,938 | 5,096 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 52,698 | 5,033 | 0.28% | 0.29% | 171 | +2,336 | 4.64% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 53,451 | 5,020 | 0.02% | 0.02% | 172 | +8,820 | 19.76% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,220 | 4,998 | 0.01% | 0.02% | 173 | -88,035 | -62.32% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Reduced | 52,852 | 4,964 | 2.68% | 3.2% | 174 | -4,362 | -7.62% | Q1 2026 | May 01, 2026 |
| Monument Capital Management | History | Reduced | 52,620 | 4,942 | 1.24% | 1.32% | 175 | -2,504 | -4.54% | Q1 2026 | Apr 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 52,348 | 4,917 | 0.64% | 0.71% | 176 | -3,999 | -7.1% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,967 | 4,881 | 0.0% | 0.0% | 177 | +39,667 | 322.5% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 51,937 | 4,878 | 2.48% | 1.24% | 178 | +30,043 | 137.22% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 51,603 | 4,847 | 0.05% | 0.03% | 179 | +37,716 | 271.59% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 50,218 | 4,810 | 0.08% | 0.08% | 180 | +3,864 | 8.34% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 49,895 | 4,686 | 0.1% | 0.09% | 181 | +8,555 | 20.69% | Q1 2026 | Apr 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 49,619 | 4,660 | 0.6% | 0.62% | 182 | +572 | 1.17% | Q1 2026 | Apr 16, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 50,070 | 4,654 | 2.36% | — | 183 | +50,070 | New | Q1 2026 | May 05, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 47,021 | 4,416 | 0.62% | 0.6% | 184 | +1,890 | 4.19% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 46,855 | 4,401 | 0.02% | 0.08% | 185 | -105,544 | -69.26% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 46,263 | 4,345 | 0.09% | 0.08% | 186 | +3,748 | 8.82% | Q1 2026 | Apr 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 46,082 | 4,328 | 0.06% | 0.06% | 187 | -623 | -1.33% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | New | 45,911 | 4,312 | 0.14% | — | 188 | +45,911 | New | Q1 2026 | May 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 45,013 | 4,228 | 0.01% | 0.0% | 189 | +38,689 | 611.78% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 44,441 | 4,174 | 0.16% | 0.14% | 190 | +3,792 | 9.33% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 43,827 | 4,116 | 0.05% | 0.05% | 191 | +890 | 2.07% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 43,765 | 4,110 | 0.07% | 0.08% | 192 | +699 | 1.62% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,325 | 4,069 | 0.01% | 0.11% | 193 | -425,491 | -90.76% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 42,470 | 3,989 | 0.21% | 0.43% | 194 | -59,034 | -58.16% | Q1 2026 | Apr 28, 2026 |
| Gridiron Partners, LLC | History | Added to | 42,501 | 3,972 | 2.43% | 0.55% | 195 | +32,516 | 325.65% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 42,220 | 3,965 | 0.15% | 0.15% | 196 | +50 | 0.12% | Q1 2026 | May 07, 2026 |
| Rinkey Investments | History | Reduced | 41,756 | 3,922 | 1.0% | 1.95% | 197 | -38,170 | -47.76% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,098 | 3,860 | 0.02% | 0.02% | 198 | +12,610 | 44.26% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 40,921 | 3,843 | 0.69% | 0.49% | 199 | -9,409 | -18.69% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 39,852 | 3,836 | 0.78% | 0.78% | 200 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 40,490 | 3,803 | 0.03% | 0.04% | 201 | -4,885 | -10.77% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,359 | 3,789 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 40,202 | 3,776 | 1.08% | 1.01% | 203 | +3,644 | 9.97% | Q1 2026 | Apr 30, 2026 |
| Paragon Advisors, LLC | History | Reduced | 39,908 | 3,748 | 1.01% | 1.13% | 204 | -3,389 | -7.83% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Added to | 39,739 | 3,732 | 1.27% | 0.91% | 205 | +12,785 | 47.43% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 39,545 | 3,714 | 0.05% | 0.03% | 206 | +20,000 | 102.33% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,930 | 3,658 | 0.01% | 0.01% | 207 | -58,970 | -60.23% | Q1 2026 | Apr 08, 2026 |
| ALLSTATE CORP | History | New | 37,948 | 3,564 | 0.04% | — | 208 | +37,948 | New | Q1 2026 | May 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 37,700 | 3,541 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 36,266 | 3,406 | 0.36% | 0.36% | 210 | -540 | -1.47% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,128 | 3,393 | 0.08% | 0.04% | 211 | +19,154 | 112.84% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 35,490 | 3,333 | 0.19% | 0.2% | 212 | -887 | -2.44% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 35,251 | 3,311 | 1.3% | 1.51% | 213 | -3,297 | -8.55% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 35,129 | 3,299 | 0.11% | 0.38% | 214 | -79,262 | -69.29% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 34,988 | 3,286 | 0.3% | 0.28% | 215 | -13,532 | -27.89% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 34,960 | 3,283 | 0.14% | 0.15% | 216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,725 | 3,261 | 0.25% | 0.26% | 217 | +1,666 | 5.04% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 34,688 | 3,258 | 0.63% | 0.58% | 218 | +3,462 | 11.09% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 33,578 | 3,232 | 0.24% | 0.24% | 219 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 33,881 | 3,182 | 1.41% | 2.02% | 220 | -12,269 | -26.59% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 33,542 | 3,150 | 0.01% | 0.14% | 221 | -522,109 | -93.96% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 33,500 | 3,146 | 0.0% | 0.0% | 222 | +29,700 | 781.58% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,984 | 3,098 | 0.01% | 0.02% | 223 | -13,734 | -29.4% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 32,721 | 3,072 | 0.39% | — | 224 | +32,721 | New | Q1 2026 | May 18, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 32,626 | 3,064 | 0.02% | 0.02% | 225 | -6,324 | -16.24% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 32,258 | 3,029 | 0.01% | 0.01% | 226 | -277 | -0.85% | Q1 2026 | Apr 24, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 32,128 | 3,017 | 0.31% | 0.27% | 227 | +6,247 | 24.14% | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | Added to | 32,045 | 3,009 | 1.11% | 1.13% | 228 | +2,652 | 9.02% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 31,517 | 2,960 | 0.2% | 0.1% | 229 | +16,822 | 114.47% | Q1 2026 | May 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 30,916 | 2,903 | 2.69% | 2.69% | 230 | +943 | 3.15% | Q1 2026 | Apr 24, 2026 |
| Farrell Financial LLC | History | Added to | 30,892 | 2,901 | 1.73% | 1.65% | 231 | +1,834 | 6.31% | Q1 2026 | Apr 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 29,835 | 2,872 | 0.32% | 0.32% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 30,469 | 2,861 | 0.42% | 0.38% | 233 | +4,559 | 17.6% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 30,436 | 2,858 | 0.11% | — | 234 | +30,436 | New | Q1 2026 | May 14, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 29,753 | 2,794 | 0.74% | 0.74% | 235 | +508 | 1.74% | Q1 2026 | Apr 20, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 29,665 | 2,786 | 0.19% | 0.19% | 236 | +796 | 2.76% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,605 | 2,780 | 0.01% | 0.01% | 237 | -4,456 | -13.08% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 29,314 | 2,753 | 0.0% | 0.01% | 238 | -136,363 | -82.31% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 29,228 | 2,750 | 0.6% | 0.6% | 239 | +1,077 | 3.83% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 28,900 | 2,714 | 0.0% | — | 240 | +28,900 | New | Q1 2026 | May 15, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 28,711 | 2,696 | 0.0% | 0.0% | 241 | +8,860 | 44.63% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 28,624 | 2,688 | 0.06% | 0.12% | 242 | +2,547 | 9.77% | Q1 2026 | Apr 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 27,811 | 2,677 | 1.67% | 1.67% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ascentis Independent Advisors | History | Added to | 28,442 | 2,671 | 0.2% | 0.15% | 244 | +18,573 | 188.2% | Q1 2026 | Apr 28, 2026 |
| OneAscent Family Office, LLC | History | Added to | 28,316 | 2,659 | 1.86% | 1.83% | 245 | +239 | 0.85% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 28,091 | 2,638 | 0.14% | 0.14% | 246 | +807 | 2.96% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Reduced | 28,054 | 2,635 | 0.03% | 0.08% | 247 | -26,426 | -48.51% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 27,495 | 2,582 | 0.01% | — | 248 | +27,495 | New | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 27,108 | 2,546 | 1.05% | 1.11% | 249 | -1,566 | -5.46% | Q1 2026 | May 07, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 26,848 | 2,521 | 0.28% | 0.31% | 250 | -850 | -3.07% | Q1 2026 | Apr 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,797 | 2,517 | 0.0% | 0.0% | 251 | +217 | 0.82% | Q1 2026 | May 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 26,784 | 2,515 | 0.4% | 0.4% | 252 | +138 | 0.52% | Q1 2026 | Apr 07, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 26,700 | 2,486 | 2.87% | 12.68% | 253 | -105,700 | -79.83% | Q1 2026 | Apr 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 26,114 | 2,452 | 1.43% | 1.4% | 254 | +2,709 | 11.57% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,021 | 2,444 | 0.03% | 0.13% | 255 | -76,384 | -74.59% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,915 | 2,434 | 0.06% | 0.16% | 256 | -25,573 | -49.67% | Q1 2026 | May 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 25,868 | 2,429 | 1.69% | 1.73% | 257 | +318 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Randall & Associates Wealth Management | History | Added to | 25,525 | 2,397 | 1.62% | 1.61% | 258 | +1,438 | 5.97% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 25,323 | 2,378 | 0.01% | 0.04% | 259 | -40,896 | -61.76% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,218 | 2,368 | 0.03% | 0.03% | 260 | +921 | 3.79% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,942 | 2,353 | 0.0% | 0.0% | 261 | +370 | 1.39% | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 25,022 | 2,350 | 1.78% | 1.87% | 262 | +801 | 3.31% | Q1 2026 | Apr 06, 2026 |
| Indivisible Partners | History | Added to | 24,821 | 2,331 | 0.21% | 0.15% | 263 | +10,779 | 76.76% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,588 | 2,215 | 0.06% | 0.07% | 264 | -2,718 | -10.33% | Q1 2026 | Apr 28, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 23,570 | 2,213 | 0.03% | 0.02% | 265 | +5,000 | 26.93% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,520 | 2,207 | 0.12% | 0.03% | 266 | +17,115 | 267.21% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 23,571 | 2,205 | 0.01% | 0.1% | 267 | -155,515 | -86.84% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Reduced | 23,383 | 2,196 | 0.76% | 0.78% | 268 | -573 | -2.39% | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 23,252 | 2,184 | 0.23% | 0.25% | 269 | -113 | -0.48% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,245 | 2,183 | 0.03% | 0.03% | 270 | -182 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 23,052 | 2,165 | 0.37% | 0.37% | 271 | +305 | 1.34% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 22,928 | 2,153 | 0.04% | 0.03% | 272 | +6,787 | 42.05% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 22,678 | 2,130 | 0.05% | 0.06% | 273 | -3,567 | -13.59% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 22,569 | 2,119 | 0.14% | 0.18% | 274 | -1,177 | -4.96% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 22,433 | 2,107 | 0.43% | 0.38% | 275 | +3,173 | 16.47% | Q1 2026 | Apr 06, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 22,326 | 2,097 | 1.14% | 0.77% | 276 | +7,785 | 53.54% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Added to | 22,180 | 2,083 | 0.46% | 0.2% | 277 | +12,853 | 137.8% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,085 | 2,072 | 0.02% | 0.04% | 278 | -15,274 | -40.88% | Q1 2026 | Apr 07, 2026 |
| Stephenson & Company, Inc. | History | Added to | 21,788 | 2,046 | 1.11% | 1.06% | 279 | +1,706 | 8.5% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 21,313 | 2,001 | 0.02% | 0.02% | 280 | +402 | 1.92% | Q1 2026 | May 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 20,760 | 1,999 | 0.93% | 0.93% | 281 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 21,221 | 1,993 | 0.09% | 0.09% | 282 | -1,228 | -5.47% | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 20,572 | 1,980 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 20,794 | 1,953 | 0.66% | 0.65% | 284 | +363 | 1.78% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,322 | 1,902 | 0.0% | 0.01% | 285 | -46,086 | -69.4% | Q1 2026 | May 01, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 20,243 | 1,901 | 0.39% | 0.3% | 286 | +5,040 | 33.15% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 20,069 | 1,885 | 1.36% | 1.08% | 287 | +6,688 | 49.98% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,051 | 1,883 | 0.03% | — | 288 | +20,051 | New | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 19,644 | 1,845 | 1.16% | 1.19% | 289 | -342 | -1.71% | Q1 2026 | Apr 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Reduced | 19,548 | 1,836 | 0.28% | 1.11% | 290 | -13,252 | -40.4% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 19,406 | 1,822 | 0.41% | 0.09% | 291 | +15,553 | 403.66% | Q1 2026 | Apr 22, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 18,821 | 1,767 | 0.19% | 0.21% | 292 | -830 | -4.22% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Planning, Inc. | History | New | 37,650 | 1,766 | 1.03% | — | 293 | +37,650 | New | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Added to | 18,597 | 1,746 | 0.07% | 0.07% | 294 | +525 | 2.91% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 18,040 | 1,734 | 0.11% | 0.11% | 295 | +1,538 | 9.32% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 18,444 | 1,732 | 0.25% | 0.3% | 296 | +1,539 | 9.1% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 18,399 | 1,728 | 0.22% | 0.39% | 297 | -12,642 | -40.73% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 18,400 | 1,728 | 1.31% | 1.29% | 298 | +62 | 0.34% | Q1 2026 | May 08, 2026 |
| Ariadne Wealth Management, LP | History | No change | 18,256 | 1,714 | 0.77% | 0.73% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shore Point Advisors, LLC | History | Added to | 17,997 | 1,690 | 0.67% | 0.72% | 300 | +225 | 1.27% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,959 | 1,687 | 0.0% | 0.05% | 301 | -228,455 | -92.71% | Q1 2026 | Apr 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 17,876 | 1,679 | 0.23% | — | 302 | +17,876 | New | Q1 2026 | Apr 14, 2026 |
| AlTi Global, Inc. | History | Added to | 17,416 | 1,635 | 0.04% | 0.03% | 303 | +4,756 | 37.57% | Q1 2026 | May 07, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 17,389 | 1,633 | 0.71% | 0.25% | 304 | +11,397 | 190.2% | Q1 2026 | May 01, 2026 |
| Unison Advisors LLC | History | Added to | 17,341 | 1,628 | 0.12% | 0.14% | 305 | +380 | 2.24% | Q1 2026 | Apr 28, 2026 |
| Barden Capital Management, Inc. | History | Added to | 17,278 | 1,622 | 1.39% | 1.35% | 306 | +261 | 1.53% | Q1 2026 | Apr 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 17,237 | 1,619 | 0.07% | 0.03% | 308 | +9,870 | 133.98% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,244 | 1,619 | 0.0% | 0.0% | 307 | +1,963 | 12.85% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Reduced | 17,056 | 1,601 | 0.03% | 0.05% | 309 | -10,312 | -37.68% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 16,946 | 1,591 | 0.57% | 0.08% | 310 | +14,759 | 674.85% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 16,462 | 1,588 | 0.08% | 0.08% | 311 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 16,903 | 1,587 | 0.24% | 0.19% | 312 | +3,411 | 25.28% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 16,808 | 1,578 | 0.01% | 0.01% | 313 | +133 | 0.8% | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 16,788 | 1,576 | 0.16% | 0.17% | 314 | -257 | -1.51% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 16,591 | 1,558 | 0.02% | 0.02% | 315 | -252 | -1.5% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,530 | 1,552 | 0.07% | 0.07% | 316 | +2,028 | 13.98% | Q1 2026 | Apr 28, 2026 |
| Elevated Financial Group LLC | History | Added to | 16,510 | 1,550 | 0.5% | 0.5% | 318 | +1,429 | 9.48% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 16,512 | 1,550 | 0.49% | 0.53% | 317 | -1,305 | -7.32% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | No change | 15,813 | 1,522 | 0.09% | 0.09% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 16,187 | 1,520 | 0.21% | 0.17% | 320 | +3,869 | 31.41% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 16,150 | 1,517 | 0.03% | 0.03% | 321 | +2,097 | 14.92% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 16,058 | 1,508 | 0.07% | 0.07% | 322 | -162 | -1.0% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 16,010 | 1,503 | 0.09% | 0.14% | 323 | -7,852 | -32.91% | Q1 2026 | Apr 30, 2026 |
| OxenFree Capital LLC | History | Added to | 15,609 | 1,502 | 0.73% | 0.73% | 324 | +1,126 | 7.77% | Q1 2026 | Apr 16, 2026 |
| Napier Financial, LLC | History | Reduced | 15,619 | 1,467 | 0.34% | 0.38% | 325 | -166 | -1.05% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,465 | 1,452 | 0.05% | 0.06% | 326 | -483 | -3.03% | Q1 2026 | Apr 20, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 15,273 | 1,434 | 0.4% | 0.35% | 327 | +5 | 0.03% | Q1 2026 | May 14, 2026 |
| Nilsine Partners, LLC | History | Reduced | 14,812 | 1,422 | 0.11% | 0.13% | 328 | -473 | -3.09% | Q1 2026 | Apr 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 15,007 | 1,409 | 0.09% | 0.11% | 329 | -2,771 | -15.59% | Q1 2026 | Apr 14, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 14,850 | 1,394 | 0.68% | — | 330 | +14,850 | New | Q1 2026 | Apr 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 14,667 | 1,377 | 0.73% | 0.22% | 331 | +10,557 | 256.86% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Added to | 14,496 | 1,361 | 1.26% | 1.19% | 332 | +1,358 | 10.34% | Q1 2026 | Apr 21, 2026 |
| Matisse Capital | History | Added to | 14,355 | 1,348 | 0.57% | 0.62% | 333 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | Reduced | 14,296 | 1,342 | 0.31% | 0.53% | 334 | -6,983 | -32.82% | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 14,246 | 1,338 | 0.02% | 0.29% | 335 | -151,111 | -91.38% | Q1 2026 | May 07, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 14,106 | 1,312 | 0.67% | 0.64% | 336 | +1,169 | 9.04% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 13,908 | 1,306 | 0.05% | — | 337 | +13,908 | New | Q1 2026 | May 19, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 13,862 | 1,302 | 0.05% | 0.05% | 338 | +1,500 | 12.13% | Q1 2026 | Apr 13, 2026 |
| Marex Group plc | History | Reduced | 13,863 | 1,302 | 0.01% | 0.01% | 339 | -351 | -2.47% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 13,732 | 1,289 | 0.04% | 0.03% | 340 | +3,883 | 39.43% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | Added to | 13,294 | 1,249 | 0.19% | 0.19% | 341 | +182 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Steadtrust LLC | History | Added to | 13,251 | 1,244 | 0.71% | 0.78% | 342 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,195 | 1,239 | 0.02% | 0.12% | 343 | -49,835 | -79.07% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,042 | 1,225 | 0.17% | 0.11% | 344 | +5,095 | 64.11% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 13,020 | 1,222 | 0.01% | 0.01% | 345 | -3,034 | -18.9% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 12,977 | 1,218 | 0.04% | 0.17% | 346 | -42,627 | -76.66% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 12,977 | 1,218 | 0.71% | 0.71% | 347 | +196 | 1.53% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,847 | 1,206 | 0.05% | 0.07% | 348 | -7,647 | -37.31% | Q1 2026 | May 12, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 12,662 | 1,189 | 0.43% | 0.45% | 349 | -222 | -1.72% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,636 | 1,186 | 0.03% | 0.02% | 350 | +5,614 | 79.95% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 12,506 | 1,174 | 0.02% | 0.02% | 351 | -2,928 | -18.97% | Q1 2026 | Apr 09, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 12,467 | 1,171 | 0.07% | 0.18% | 352 | -18,531 | -59.78% | Q1 2026 | May 14, 2026 |
| Custos Family Office, LLC | History | No change | 12,051 | 1,160 | 0.79% | 0.79% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Reduced | 12,211 | 1,147 | 0.02% | 0.05% | 354 | -19,175 | -61.09% | Q1 2026 | Apr 27, 2026 |
| Summa Corp. | History | No change | 12,175 | 1,143 | 0.47% | 0.5% | 355 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 12,140 | 1,140 | 0.34% | — | 356 | +12,140 | New | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,087 | 1,135 | 0.03% | 0.03% | 358 | -775 | -6.03% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12,087 | 1,135 | 0.03% | 0.03% | 357 | -358 | -2.88% | Q1 2026 | Apr 27, 2026 |
| 10Elms LLP | History | Added to | 11,856 | 1,134 | 0.72% | 0.87% | 359 | +1,979 | 20.04% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,963 | 1,123 | 0.0% | — | 360 | +11,963 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 11,437 | 1,103 | 0.19% | 0.19% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Copia Wealth Management | History | Added to | 11,719 | 1,100 | 0.76% | 0.13% | 362 | +9,790 | 507.52% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 11,685 | 1,097 | 0.12% | 0.12% | 363 | +185 | 1.61% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,643 | 1,093 | 0.0% | 0.01% | 364 | -52,635 | -81.89% | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | New | 11,354 | 1,066 | 0.62% | — | 365 | +11,354 | New | Q1 2026 | Apr 24, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,340 | 1,065 | 0.06% | 0.07% | 366 | -368 | -3.14% | Q1 2026 | May 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 11,303 | 1,061 | 0.1% | 0.08% | 367 | +1,870 | 19.82% | Q1 2026 | Apr 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,016 | 1,060 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 11,263 | 1,057 | 0.11% | 0.35% | 369 | -28,094 | -71.38% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,153 | 1,047 | 0.02% | 0.02% | 370 | -1,386 | -11.05% | Q1 2026 | May 04, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 11,146 | 1,046 | 0.24% | 0.28% | 371 | -2,304 | -17.13% | Q1 2026 | Apr 10, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,035 | 1,037 | 0.0% | — | 372 | +11,035 | New | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 11,040 | 1,036 | 0.01% | 0.04% | 373 | -17,740 | -61.64% | Q1 2026 | May 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 10,941 | 1,027 | 0.03% | 0.02% | 374 | +4,423 | 67.86% | Q1 2026 | Apr 24, 2026 |
| Sandro Wealth Management LLC | History | Added to | 10,878 | 1,021 | 0.82% | 0.81% | 375 | +745 | 7.35% | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Reduced | 10,828 | 1,017 | 0.07% | 0.08% | 376 | -476 | -4.21% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Reduced | 10,689 | 1,003 | 0.1% | 0.12% | 377 | -1,485 | -12.2% | Q1 2026 | Apr 22, 2026 |
| Argent Trust Co | History | Added to | 10,572 | 993 | 0.03% | 0.03% | 378 | +1,760 | 19.97% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,514 | 987 | 0.02% | 0.02% | 379 | -180 | -1.68% | Q1 2026 | May 01, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 10,489 | 985 | 0.01% | 0.01% | 380 | +264 | 2.58% | Q1 2026 | Apr 30, 2026 |
| Keystone Global Partners, LLC | History | Added to | 10,306 | 968 | 0.43% | 0.38% | 381 | +1,441 | 16.25% | Q1 2026 | Apr 24, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 10,305 | 967 | 0.04% | — | 382 | +10,305 | New | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,177 | 955 | 0.03% | 0.04% | 383 | -3,946 | -27.94% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,131 | 951 | 0.2% | 0.31% | 384 | -4,970 | -32.91% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,040 | 943 | 0.01% | 0.01% | 385 | +548 | 5.77% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 9,804 | 943 | 0.15% | 0.15% | 386 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 9,950 | 934 | 0.02% | 0.02% | 387 | -1,522 | -13.27% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,858 | 925 | 0.05% | 0.06% | 388 | -937 | -8.68% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Reduced | 9,786 | 919 | 0.12% | 0.13% | 389 | -617 | -5.93% | Q1 2026 | May 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,610 | 899 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,459 | 888 | 0.02% | 0.26% | 392 | -102,708 | -91.57% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 9,464 | 888 | 0.01% | 0.0% | 391 | +1,752 | 22.72% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 9,310 | 874 | 0.12% | 0.12% | 393 | -167 | -1.76% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 9,253 | 869 | 0.03% | 0.03% | 394 | +260 | 2.89% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | Reduced | 9,220 | 866 | 0.22% | 0.24% | 395 | -50 | -0.54% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,203 | 864 | 0.01% | 0.01% | 396 | -5,219 | -36.19% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 9,193 | 863 | 0.01% | 0.01% | 397 | +218 | 2.43% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,168 | 861 | 0.01% | 0.01% | 398 | -2,668 | -22.54% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,135 | 858 | 0.0% | 0.0% | 399 | -3,844 | -29.62% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 9,130 | 857 | 0.11% | 0.1% | 400 | +434 | 4.99% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Reduced | 9,040 | 849 | 0.01% | 0.01% | 401 | -850 | -8.59% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,035 | 848 | 0.0% | 0.0% | 402 | -602 | -6.25% | Q1 2026 | May 13, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 9,000 | 845 | 0.39% | 0.38% | 403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | Reduced | 8,959 | 841 | 0.04% | 0.07% | 404 | -6,493 | -42.02% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,942 | 839 | 0.01% | 0.02% | 405 | -8,224 | -47.91% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,883 | 834 | 0.05% | 0.21% | 406 | -27,903 | -75.85% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,830 | 829 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 8,815 | 827 | 0.03% | 0.03% | 408 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 8,802 | 826 | 0.04% | 0.03% | 409 | +3,288 | 59.63% | Q1 2026 | May 04, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 8,770 | 823 | 0.01% | 0.31% | 410 | -322,657 | -97.35% | Q1 2026 | May 14, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 8,682 | 815 | 0.38% | — | 411 | +8,682 | New | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Reduced | 8,643 | 811 | 0.01% | 0.03% | 412 | -16,539 | -65.68% | Q1 2026 | Apr 16, 2026 |
| Daiwa Securities Group Inc. | History | New | 8,460 | 794 | 0.0% | — | 413 | +8,460 | New | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | Added to | 8,447 | 793 | 0.07% | 0.07% | 414 | +488 | 6.13% | Q1 2026 | May 07, 2026 |
| J2 Capital Management Inc | History | Added to | 8,395 | 788 | 0.54% | 0.58% | 415 | +67 | 0.8% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 8,326 | 782 | 0.05% | 0.05% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 8,319 | 781 | 0.09% | 0.1% | 417 | -180 | -2.12% | Q1 2026 | May 08, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 8,266 | 776 | 0.39% | 0.44% | 418 | -102 | -1.22% | Q1 2026 | May 14, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 8,271 | 776 | 0.99% | 1.01% | 419 | +9 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,157 | 766 | 0.03% | 0.19% | 420 | -9,981 | -55.03% | Q1 2026 | May 15, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 8,152 | 765 | 0.66% | 0.71% | 421 | -152 | -1.83% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,006 | 751 | 0.02% | 0.02% | 422 | -260 | -3.15% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 7,983 | 749 | 0.03% | — | 423 | +7,983 | New | Q1 2026 | May 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 7,951 | 746 | 0.02% | — | 425 | +7,951 | New | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | Reduced | 7,938 | 746 | 0.24% | 0.44% | 424 | -1,028 | -11.47% | Q1 2026 | May 01, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 7,858 | 738 | 0.33% | 0.35% | 426 | -68 | -0.86% | Q1 2026 | May 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 7,755 | 737 | 0.1% | 0.11% | 427 | +35 | 0.45% | Q1 2026 | Apr 13, 2026 |
| Net Worth Advisory Group | History | Added to | 7,770 | 729 | 0.15% | 0.15% | 428 | +75 | 0.97% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 7,759 | 728 | 0.07% | 0.07% | 429 | +187 | 2.47% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,648 | 718 | 0.0% | 0.0% | 430 | +549 | 7.73% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,642 | 717 | 0.04% | 0.04% | 431 | +893 | 13.23% | Q1 2026 | May 04, 2026 |
| ARWA LLC | History | Reduced | 7,455 | 712 | 0.35% | 0.45% | 433 | -576 | -7.17% | Q1 2026 | Apr 13, 2026 |
| Carter Financial Group, INC. | History | Reduced | 7,582 | 712 | 0.44% | 0.45% | 432 | -232 | -2.97% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 7,544 | 708 | 0.01% | 0.01% | 434 | -99 | -1.3% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,206 | 696 | 0.05% | 0.42% | 435 | -52,856 | -88.0% | Q1 2026 | Apr 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,376 | 692 | 0.2% | 0.46% | 436 | -9,153 | -55.38% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 7,364 | 691 | 0.0% | 0.01% | 437 | -7,411 | -50.16% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,351 | 690 | 0.0% | 0.01% | 438 | -6,511 | -46.97% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 7,328 | 688 | 0.08% | 0.34% | 439 | -18,282 | -71.39% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 7,276 | 683 | 0.04% | 0.04% | 440 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 7,244 | 680 | 0.33% | 0.35% | 441 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 7,101 | 666 | 0.07% | 0.08% | 442 | -260 | -3.53% | Q1 2026 | May 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 6,888 | 661 | 0.09% | 0.85% | 443 | -51,931 | -88.29% | Q1 2026 | Apr 28, 2026 |
| Rockingstone Advisors LLC | History | Added to | 7,007 | 658 | 0.3% | 0.29% | 444 | +451 | 6.88% | Q1 2026 | Apr 09, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 7,005 | 657 | 0.74% | 0.35% | 445 | +3,590 | 105.12% | Q1 2026 | May 08, 2026 |
| Ridge Creek Global, Inc | History | No change | 6,985 | 656 | 0.56% | 0.56% | 446 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 7,287 | 653 | 0.44% | — | 447 | +7,287 | New | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,928 | 650 | 0.05% | 0.05% | 448 | +342 | 5.19% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,747 | 633 | 0.02% | 0.04% | 449 | -4,136 | -38.0% | Q1 2026 | Apr 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,658 | 625 | 0.04% | 0.29% | 450 | -44,568 | -87.0% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 6,638 | 623 | 0.0% | 0.0% | 451 | +1,431 | 27.48% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,593 | 619 | 0.39% | 0.2% | 452 | +17 | 0.26% | Q1 2026 | May 01, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 6,471 | 607 | 0.65% | — | 453 | +6,471 | New | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,436 | 604 | 0.01% | 0.02% | 454 | -6,836 | -51.51% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 6,432 | 604 | 0.01% | — | 455 | +6,432 | New | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,400 | 601 | 0.08% | 0.87% | 457 | -64,433 | -90.96% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,403 | 601 | 0.0% | 0.01% | 456 | -1,367 | -17.59% | Q1 2026 | May 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 6,245 | 601 | 0.16% | 0.16% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,380 | 599 | 0.01% | 0.01% | 459 | +699 | 12.3% | Q1 2026 | Apr 14, 2026 |
| KKM Financial LLC | History | No change | 6,208 | 597 | 0.11% | 0.11% | 460 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Fin Capital, Inc. | History | No change | 6,176 | 594 | 0.09% | 0.09% | 461 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,308 | 592 | 0.01% | 0.03% | 462 | -8,261 | -56.7% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Added to | 6,296 | 591 | 0.29% | 0.26% | 463 | +1,175 | 22.94% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,245 | 586 | 0.0% | 0.02% | 464 | -27,552 | -81.52% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 6,141 | 576 | 0.01% | — | 466 | +6,141 | New | Q1 2026 | May 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 6,136 | 576 | 0.36% | 0.32% | 465 | +17 | 0.28% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,976 | 575 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 6,217 | 574 | 0.04% | 0.79% | 468 | -88,887 | -93.46% | Q1 2026 | May 18, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 6,084 | 571 | 0.08% | 0.07% | 469 | +802 | 15.18% | Q1 2026 | May 11, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 6,032 | 566 | 0.12% | 0.13% | 470 | -6 | -0.1% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Added to | 5,951 | 558 | 0.1% | 0.11% | 471 | +12 | 0.2% | Q1 2026 | Apr 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,892 | 553 | 0.15% | 0.16% | 472 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 5,806 | 545 | 0.31% | 0.33% | 473 | +244 | 4.39% | Q1 2026 | Apr 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 5,718 | 537 | 0.06% | 0.06% | 474 | -101 | -1.74% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | New | 5,665 | 532 | 0.01% | — | 476 | +5,665 | New | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 5,669 | 532 | 0.02% | 0.03% | 475 | -2,026 | -26.33% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 5,569 | 531 | 0.01% | 0.06% | 478 | -8,325 | -59.92% | Q1 2026 | May 01, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 5,654 | 531 | 0.4% | 0.71% | 477 | -3,246 | -36.47% | Q1 2026 | Apr 27, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 5,539 | 520 | 0.37% | 0.38% | 479 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 5,457 | 512 | 0.17% | 0.94% | 480 | -24,164 | -81.58% | Q1 2026 | May 01, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 5,332 | 509 | 0.11% | 0.51% | 481 | -16,480 | -75.55% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,436 | 506 | 0.0% | 0.0% | 482 | +289 | 5.61% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,377 | 505 | 0.03% | 0.03% | 484 | +1,568 | 41.17% | Q1 2026 | Apr 17, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,381 | 505 | 0.1% | 0.1% | 483 | +9 | 0.17% | Q1 2026 | Apr 10, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 5,317 | 499 | 1.8% | 0.35% | 485 | +2,893 | 119.35% | Q1 2026 | Apr 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 5,311 | 498 | 0.13% | 0.13% | 486 | +120 | 2.31% | Q1 2026 | Apr 16, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,295 | 497 | 0.06% | 0.16% | 487 | -9,505 | -64.22% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,287 | 496 | 0.0% | 0.0% | 488 | -4,280 | -44.74% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,285 | 496 | 0.01% | 0.01% | 489 | +654 | 14.12% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Reduced | 5,238 | 492 | 0.01% | 0.02% | 490 | -3,320 | -38.79% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,240 | 492 | 0.0% | 0.0% | 491 | +1,956 | 59.56% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 5,188 | 487 | 0.01% | — | 492 | +5,188 | New | Q1 2026 | May 15, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 5,181 | 486 | 0.01% | 0.02% | 493 | -1,469 | -22.09% | Q1 2026 | May 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 5,170 | 485 | 0.04% | 0.02% | 494 | +1,846 | 55.54% | Q1 2026 | May 11, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 5,149 | 483 | 0.29% | 0.29% | 495 | -131 | -2.48% | Q1 2026 | Apr 30, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,092 | 478 | 0.01% | 0.07% | 496 | -37,042 | -87.91% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,048 | 474 | 0.01% | 0.01% | 497 | -1,635 | -24.47% | Q1 2026 | May 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 5,004 | 469 | 0.03% | 0.07% | 498 | -957 | -16.05% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 4,957 | 465 | 0.13% | 0.11% | 499 | +490 | 10.97% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 4,932 | 463 | 0.02% | 0.06% | 502 | -5,686 | -53.55% | Q1 2026 | Apr 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 4,931 | 463 | 0.46% | 0.42% | 501 | +551 | 12.58% | Q1 2026 | May 07, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 4,937 | 463 | 0.22% | 0.21% | 500 | +288 | 6.19% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Added to | 4,917 | 461 | 0.2% | 0.17% | 503 | +915 | 22.86% | Q1 2026 | May 14, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 4,846 | 455 | 0.03% | 0.02% | 504 | +899 | 22.78% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,837 | 454 | 0.01% | 0.03% | 505 | -5,671 | -53.97% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,804 | 451 | 0.01% | 0.01% | 506 | -51 | -1.05% | Q1 2026 | Apr 08, 2026 |
| BOS Asset Management, LLC | History | Added to | 4,754 | 446 | 0.11% | 0.12% | 507 | +60 | 1.28% | Q1 2026 | Apr 08, 2026 |
| HCR Wealth Advisors | History | No change | 4,712 | 442 | 0.05% | 0.04% | 508 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,651 | 436 | 0.08% | 0.06% | 509 | +206 | 4.63% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,635 | 435 | 0.02% | 0.02% | 510 | -712 | -13.32% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 4,635 | 435 | 0.06% | 0.08% | 511 | -712 | -13.32% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | Reduced | 4,579 | 435 | 0.2% | 0.2% | 512 | -5 | -0.11% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,616 | 433 | 0.21% | 0.36% | 513 | -3,138 | -40.47% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,583 | 430 | 0.29% | 0.29% | 514 | +30 | 0.66% | Q1 2026 | May 13, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 4,471 | 419 | 0.37% | 0.87% | 515 | -6,091 | -57.67% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,466 | 419 | 0.0% | — | 516 | +4,466 | New | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 4,453 | 418 | 0.34% | 0.32% | 517 | -161 | -3.49% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,442 | 417 | 0.01% | 0.01% | 518 | -349 | -7.28% | Q1 2026 | Apr 21, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 4,313 | 415 | 0.26% | 0.26% | 519 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 4,406 | 413 | 0.15% | 0.13% | 520 | +699 | 18.86% | Q1 2026 | Apr 09, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 4,379 | 411 | 0.23% | 0.31% | 521 | +37 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Sage Investment Advisers LLC | History | Added to | 4,354 | 408 | 0.3% | 0.22% | 522 | +1,316 | 43.32% | Q1 2026 | Apr 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,318 | 405 | 0.02% | 0.02% | 523 | -132 | -2.97% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 4,305 | 404 | 0.02% | 0.02% | 524 | -131 | -2.95% | Q1 2026 | May 08, 2026 |
| VPR Management LLC | History | No change | 4,300 | 403 | 0.16% | 0.18% | 525 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 4,260 | 400 | 0.17% | 0.18% | 526 | +299 | 7.55% | Q1 2026 | Apr 17, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 4,243 | 398 | 0.36% | 0.37% | 528 | +377 | 9.75% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,243 | 398 | 0.01% | 0.01% | 527 | +21 | 0.5% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,204 | 394 | 0.02% | 0.02% | 529 | +284 | 7.24% | Q1 2026 | Apr 27, 2026 |
| Garde Capital, Inc. | History | New | 4,191 | 393 | 0.02% | — | 530 | +4,191 | New | Q1 2026 | Apr 28, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 4,181 | 392 | 0.11% | 0.11% | 531 | -242 | -5.47% | Q1 2026 | May 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 4,165 | 391 | 0.24% | 0.27% | 533 | -632 | -13.17% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,163 | 391 | 0.0% | 0.01% | 532 | -282 | -6.34% | Q1 2026 | May 08, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 4,150 | 389 | 0.04% | 0.04% | 534 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Added to | 4,117 | 386 | 0.06% | 0.06% | 535 | +71 | 1.75% | Q1 2026 | Apr 16, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,078 | 383 | 0.02% | 0.02% | 536 | +181 | 4.64% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Added to | 4,039 | 379 | 0.06% | 0.06% | 537 | +12 | 0.3% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,008 | 376 | 0.0% | 0.15% | 539 | -447,829 | -99.11% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,004 | 376 | 0.04% | 0.04% | 538 | +88 | 2.25% | Q1 2026 | May 11, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 3,987 | 374 | 0.21% | 0.21% | 540 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 3,908 | 367 | 0.1% | — | 541 | +3,908 | New | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 3,873 | 363 | 0.08% | 0.1% | 544 | -342 | -8.11% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,874 | 363 | 0.0% | 0.0% | 542 | +33 | 0.86% | Q1 2026 | May 08, 2026 |
| Concorde Asset Management, LLC | History | No change | 3,780 | 363 | 0.15% | 0.15% | 543 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 3,845 | 361 | 0.12% | 0.13% | 545 | -12 | -0.31% | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,834 | 360 | 0.08% | 0.12% | 546 | -2,544 | -39.89% | Q1 2026 | Apr 27, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 3,812 | 358 | 0.11% | 0.11% | 547 | +7 | 0.18% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,806 | 357 | 0.01% | 0.01% | 548 | -68 | -1.76% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Added to | 3,801 | 357 | 0.02% | 0.02% | 549 | +12 | 0.32% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 3,777 | 354 | 0.05% | — | 551 | +3,777 | New | Q1 2026 | Apr 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,778 | 354 | 0.18% | 0.17% | 550 | +268 | 7.64% | Q1 2026 | May 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 3,761 | 353 | 0.01% | 0.01% | 552 | +90 | 2.45% | Q1 2026 | Apr 30, 2026 |
| Banque Cantonale Vaudoise | History | New | 3,710 | 348 | 0.01% | — | 553 | +3,710 | New | Q1 2026 | Apr 20, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,687 | 346 | 0.05% | 0.05% | 554 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,641 | 341 | 0.0% | 0.0% | 555 | -109 | -2.91% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 3,612 | 339 | 0.02% | — | 556 | +3,612 | New | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,600 | 338 | 0.01% | 0.01% | 557 | -95 | -2.57% | Q1 2026 | Apr 21, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,529 | 331 | 0.01% | 0.0% | 558 | +984 | 38.66% | Q1 2026 | May 07, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 3,534 | 331 | 0.04% | 0.03% | 559 | +870 | 32.66% | Q1 2026 | Apr 27, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 3,528 | 327 | 0.03% | 0.03% | 560 | +198 | 5.95% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 3,451 | 324 | 0.0% | 0.26% | 563 | -161,005 | -97.9% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,448 | 324 | 0.0% | — | 564 | +3,448 | New | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 3,455 | 324 | 0.06% | 0.07% | 562 | -447 | -11.46% | Q1 2026 | May 11, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 3,374 | 324 | 0.18% | 0.18% | 561 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 3,397 | 319 | 0.07% | 0.1% | 565 | -1,445 | -29.84% | Q1 2026 | May 05, 2026 |
| Petix & Botte Co | History | Reduced | 3,396 | 318 | 0.07% | 0.08% | 566 | -386 | -10.21% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,352 | 314 | 0.01% | 0.01% | 567 | -12 | -0.36% | Q1 2026 | May 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 3,339 | 313 | 0.12% | 0.44% | 570 | -8,182 | -71.02% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Added to | 3,335 | 313 | 0.01% | 0.01% | 569 | +477 | 16.69% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 3,341 | 313 | 0.12% | 0.13% | 568 | +163 | 5.13% | Q1 2026 | Apr 21, 2026 |
| WealthPoint Financial, LLC | History | No change | 3,252 | 313 | 0.27% | 0.27% | 571 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Able Wealth Management LLC | History | New | 3,320 | 311 | 0.08% | — | 572 | +3,320 | New | Q1 2026 | Apr 24, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 3,283 | 308 | 0.05% | 0.06% | 573 | -111 | -3.27% | Q1 2026 | May 12, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 3,252 | 305 | 0.04% | 0.22% | 574 | -13,002 | -79.99% | Q1 2026 | Apr 15, 2026 |
| Finley Financial, LLC | History | No change | 3,240 | 304 | 0.14% | 0.14% | 575 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vericrest Private Wealth | History | Reduced | 3,231 | 303 | 0.27% | 0.37% | 576 | -1,110 | -25.57% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 3,218 | 302 | 0.01% | 0.01% | 577 | -335 | -9.43% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,202 | 300 | 0.01% | 0.01% | 579 | +22 | 0.69% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 3,201 | 300 | 0.07% | 0.07% | 578 | -16 | -0.5% | Q1 2026 | Apr 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,186 | 299 | 0.16% | 0.17% | 580 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | No change | 3,182 | 298 | 0.11% | 0.11% | 581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 3,145 | 295 | 0.03% | 0.32% | 582 | -30,662 | -90.7% | Q1 2026 | Apr 30, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 3,118 | 292 | 0.07% | 0.08% | 583 | -615 | -16.47% | Q1 2026 | Apr 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 3,011 | 289 | 0.08% | 0.09% | 584 | +217 | 7.77% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Reduced | 3,003 | 282 | 0.02% | 0.02% | 585 | -1,220 | -28.89% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,990 | 280 | 0.05% | 0.07% | 586 | -1,416 | -32.14% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 2,970 | 278 | 0.06% | 0.02% | 590 | +2,232 | 302.44% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Reduced | 2,966 | 278 | 0.11% | 0.14% | 589 | -398 | -11.83% | Q1 2026 | Apr 21, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 2,970 | 278 | 0.14% | 0.15% | 588 | -215 | -6.75% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,966 | 278 | 0.0% | 0.0% | 587 | -186 | -5.9% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,945 | 276 | 0.01% | 0.01% | 591 | -739 | -20.06% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 2,930 | 275 | 0.08% | 0.09% | 592 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,922 | 274 | 0.0% | 0.01% | 593 | -1,586 | -35.18% | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 2,915 | 273 | 0.33% | 0.33% | 594 | -1,031 | -26.13% | Q1 2026 | Apr 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,900 | 272 | 0.05% | 0.07% | 595 | -1,563 | -35.02% | Q1 2026 | Apr 21, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 2,894 | 271 | 0.19% | 0.22% | 596 | -511 | -15.01% | Q1 2026 | Apr 24, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,833 | 266 | 0.01% | 0.01% | 598 | +267 | 10.41% | Q1 2026 | Apr 28, 2026 |
| KWB Wealth | History | Reduced | 2,763 | 266 | 0.03% | 0.03% | 599 | -194 | -6.56% | Q1 2026 | Apr 08, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,832 | 266 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 2,823 | 265 | 0.04% | 0.21% | 600 | -10,785 | -79.25% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,818 | 264 | 0.01% | 0.01% | 601 | +20 | 0.71% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,808 | 263 | 0.01% | 0.12% | 602 | -31,766 | -91.88% | Q1 2026 | Apr 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 2,766 | 259 | 0.03% | 0.14% | 603 | -8,984 | -76.46% | Q1 2026 | Apr 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 2,738 | 257 | 0.01% | 0.02% | 604 | -900 | -24.74% | Q1 2026 | Apr 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 2,719 | 255 | 0.07% | 0.08% | 605 | -424 | -13.49% | Q1 2026 | Apr 09, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 2,707 | 254 | 0.14% | 0.18% | 606 | -640 | -19.12% | Q1 2026 | May 07, 2026 |
| ASL Financial, LLC | History | Added to | 2,714 | 254 | 0.2% | 0.2% | 607 | +34 | 1.27% | Q1 2026 | Apr 09, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 2,685 | 252 | 0.07% | 0.1% | 608 | -897 | -25.04% | Q1 2026 | May 07, 2026 |
| EQ LLC | History | Reduced | 2,676 | 251 | 0.07% | 1.49% | 609 | -50,898 | -95.01% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Reduced | 2,666 | 250 | 0.04% | 0.05% | 610 | -497 | -15.71% | Q1 2026 | May 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 2,654 | 249 | 0.09% | 0.15% | 611 | -1,570 | -37.17% | Q1 2026 | Apr 09, 2026 |
| Scarborough Advisors, LLC | History | New | 2,651 | 248 | 0.03% | — | 612 | +2,651 | New | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,631 | 247 | 0.0% | 0.01% | 613 | -1,302 | -33.1% | Q1 2026 | Apr 10, 2026 |
| DRAVO BAY LLC | History | Reduced | 2,640 | 247 | 0.1% | 0.11% | 614 | -172 | -6.12% | Q1 2026 | May 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,620 | 246 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,621 | 246 | 0.16% | 0.17% | 616 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Reduced | 2,601 | 244 | 0.02% | 0.02% | 617 | -404 | -13.44% | Q1 2026 | May 08, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 2,502 | 235 | 0.03% | 0.03% | 618 | -61 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Trust Point Inc. | History | No change | 2,500 | 234 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Banco Santander, S.A. | History | No change | 2,458 | 230 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | New | 2,436 | 228 | 0.01% | — | 621 | +2,436 | New | Q1 2026 | May 04, 2026 |
| Unify Financial Advisors | History | Reduced | 2,425 | 227 | 0.24% | 0.42% | 623 | -1,749 | -41.9% | Q1 2026 | Apr 23, 2026 |
| Westmount Partners, LLC | History | Added to | 2,419 | 227 | 0.06% | 0.06% | 622 | +17 | 0.71% | Q1 2026 | Apr 16, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 2,411 | 226 | 0.05% | 2.15% | 624 | -108,257 | -97.82% | Q1 2026 | Apr 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 2,398 | 225 | 0.13% | 0.14% | 625 | +42 | 1.78% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Reduced | 2,388 | 224 | 0.04% | 0.1% | 626 | -3,028 | -55.91% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,380 | 223 | 0.0% | 0.0% | 627 | -72 | -2.94% | Q1 2026 | May 12, 2026 |
| GDS Wealth Management | History | Added to | 2,366 | 222 | 0.01% | 0.01% | 628 | +265 | 12.61% | Q1 2026 | Apr 27, 2026 |
| HF Advisory Group, LLC | History | Added to | 2,366 | 222 | 0.08% | 0.08% | 629 | +59 | 2.56% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,362 | 221 | 0.0% | 0.0% | 630 | +9 | 0.38% | Q1 2026 | Apr 27, 2026 |
| BankPlus Trust Department | History | No change | 2,348 | 220 | 0.06% | 0.06% | 631 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 2,336 | 219 | 0.05% | 0.11% | 632 | -2,671 | -53.35% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,306 | 216 | 0.01% | 0.02% | 633 | -740 | -24.29% | Q1 2026 | Apr 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,291 | 215 | 0.1% | 0.09% | 635 | +180 | 8.53% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,298 | 215 | 0.01% | 0.02% | 634 | +10 | 0.44% | Q1 2026 | May 01, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,277 | 213 | 0.09% | 0.09% | 636 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 2,257 | 211 | 0.0% | 0.0% | 637 | +952 | 72.95% | Q1 2026 | May 14, 2026 |
| Van Diest Capital, LLC | History | New | 2,239 | 210 | 0.17% | — | 639 | +2,239 | New | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 2,241 | 210 | 0.03% | 0.04% | 638 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,229 | 209 | 0.0% | 0.0% | 640 | -289 | -11.48% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 2,765 | 207 | 0.11% | — | 641 | +2,765 | New | Q1 2026 | May 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 2,136 | 206 | 0.05% | 0.06% | 643 | -198 | -8.48% | Q1 2026 | Apr 21, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 2,145 | 206 | 0.04% | 0.04% | 642 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 2,184 | 205 | 0.02% | 0.38% | 645 | -40,542 | -94.89% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,183 | 205 | 0.0% | 0.02% | 646 | -7,435 | -77.3% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,192 | 205 | 0.07% | 0.08% | 647 | +19 | 0.87% | Q1 2026 | Apr 23, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 2,187 | 205 | 0.17% | 0.17% | 644 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,176 | 204 | 0.01% | 0.01% | 648 | -129 | -5.6% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,121 | 203 | 0.02% | 0.08% | 649 | -7,908 | -78.85% | Q1 2026 | May 01, 2026 |
| M1 Capital Management LLC | History | New | 2,153 | 202 | 0.09% | — | 650 | +2,153 | New | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 2,143 | 201 | 0.01% | 0.03% | 651 | -4,858 | -69.39% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,145 | 201 | 0.02% | 0.07% | 652 | -4,334 | -66.89% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,116 | 198 | 0.02% | 0.04% | 653 | -2,403 | -53.18% | Q1 2026 | Apr 30, 2026 |
| United Community Bank | History | New | 2,110 | 198 | 0.07% | — | 654 | +2,110 | New | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,850 | 173 | 0.0% | 0.0% | 655 | +892 | 93.11% | Q1 2026 | May 12, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,838 | 172 | 0.03% | — | 656 | +1,838 | New | Q1 2026 | Apr 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 1,827 | 171 | 0.05% | 0.05% | 657 | -311 | -14.55% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | Added to | 1,805 | 169 | 0.02% | 0.0% | 658 | +1,500 | 491.8% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | Reduced | 1,745 | 163 | 0.0% | 0.01% | 659 | -2,348 | -57.37% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,705 | 160 | 0.0% | 0.0% | 660 | -276 | -13.93% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,716 | 159 | 0.01% | 0.01% | 661 | -31 | -1.77% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,596 | 149 | 0.0% | 0.0% | 662 | -371 | -18.86% | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | No change | 1,576 | 148 | 0.07% | 0.07% | 663 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Red Tortoise LLC | History | Added to | 1,574 | 147 | 0.06% | 0.06% | 664 | +13 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,547 | 145 | 0.0% | 0.02% | 665 | -15,768 | -91.07% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,535 | 144 | 0.04% | 0.04% | 666 | -82 | -5.07% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,524 | 143 | 0.01% | 0.03% | 667 | -1,145 | -42.9% | Q1 2026 | Apr 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,499 | 140 | 0.04% | 0.02% | 668 | +707 | 89.27% | Q1 2026 | May 01, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,500 | 140 | 0.14% | 0.14% | 669 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centennial Bank/AR/ | History | No change | 1,432 | 134 | 0.05% | 0.05% | 670 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,383 | 132 | 0.02% | 0.14% | 671 | -7,830 | -84.99% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,333 | 125 | 0.01% | 0.01% | 672 | -491 | -26.92% | Q1 2026 | May 18, 2026 |
| Stelac Advisory Services LLC | History | No change | 1,324 | 124 | 0.03% | 0.04% | 673 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Reduced | 1,314 | 123 | 0.03% | 0.03% | 674 | -8 | -0.61% | Q1 2026 | May 12, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,253 | 117 | 0.04% | 0.06% | 675 | -1,200 | -48.92% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,186 | 111 | 0.01% | 0.01% | 676 | +70 | 6.27% | Q1 2026 | Apr 14, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,185 | 111 | 0.01% | 0.01% | 677 | -12 | -1.0% | Q1 2026 | May 06, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,146 | 107 | 0.08% | 0.1% | 679 | -233 | -16.9% | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,140 | 107 | 0.04% | 0.04% | 678 | +10 | 0.88% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,134 | 106 | 0.08% | 0.09% | 680 | -44 | -3.74% | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,090 | 102 | 0.0% | 0.01% | 681 | -583 | -34.85% | Q1 2026 | Apr 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,059 | 99 | 0.02% | 0.02% | 682 | +175 | 19.8% | Q1 2026 | May 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 1,016 | 95 | 0.03% | 0.02% | 683 | +259 | 34.21% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,005 | 94 | 0.01% | 0.0% | 684 | +271 | 36.92% | Q1 2026 | May 12, 2026 |
| PFS Partners, LLC | History | No change | 981 | 92 | 0.04% | 0.04% | 685 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hyposwiss Advisors SA | History | No change | 975 | 91 | 0.09% | 0.09% | 686 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 965 | 90 | 0.01% | 0.0% | 687 | +900 | 1384.62% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 958 | 89 | 0.0% | 0.0% | 688 | -122 | -11.3% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 884 | 83 | 0.08% | 0.08% | 689 | +34 | 4.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 855 | 80 | 0.0% | 0.03% | 690 | -10,320 | -92.35% | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | Added to | 842 | 79 | 0.03% | 0.04% | 691 | +1 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 773 | 72 | 0.01% | 0.24% | 692 | -29,663 | -97.46% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 696 | 65 | 0.01% | 0.51% | 693 | -33,612 | -97.97% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 678 | 63 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Grove Bank & Trust | History | No change | 667 | 62 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 664 | 62 | 0.03% | 0.03% | 696 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Purpose Unlimited Inc. | History | New | 588 | 55 | 0.0% | — | 698 | +588 | New | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 590 | 55 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Olistico Wealth, LLC | History | No change | 576 | 54 | 0.03% | 0.03% | 699 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Central Pacific Bank - Trust Division | History | New | 543 | 51 | 0.01% | — | 701 | +543 | New | Q1 2026 | Apr 07, 2026 |
| Sava Infond d.o.o. | History | No change | 550 | 51 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 506 | 48 | 0.03% | 0.03% | 702 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 509 | 47 | 0.01% | 0.01% | 703 | +23 | 4.73% | Q1 2026 | Apr 22, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 500 | 47 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sound Income Strategies, LLC | History | Added to | 491 | 46 | 0.0% | 0.0% | 705 | +13 | 2.72% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 488 | 45 | 0.01% | — | 708 | +488 | New | Q1 2026 | Apr 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 480 | 45 | 0.0% | 0.0% | 707 | +73 | 17.94% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | No change | 489 | 45 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MidFirst Bank | History | New | 470 | 44 | 0.0% | — | 711 | +470 | New | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 44 | 0.04% | 0.03% | 710 | +1 | New | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | No change | 490 | 44 | 0.03% | 0.03% | 709 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Added to | 433 | 40 | 0.01% | 0.01% | 713 | +3 | 0.7% | Q1 2026 | May 05, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 428 | 40 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 417 | 39 | 0.01% | — | 714 | +417 | New | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 410 | 38 | 0.0% | 0.0% | 715 | +278 | 210.61% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 398 | 37 | 0.03% | 0.03% | 716 | -9 | -2.21% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 387 | 36 | 0.0% | 0.0% | 718 | -508 | -56.76% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 389 | 36 | 0.01% | 0.0% | 719 | +210 | 117.32% | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, Inc | History | No change | 390 | 36 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 344 | 32 | 0.01% | — | 722 | +344 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 344 | 32 | 0.0% | 0.0% | 720 | +2 | 0.58% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 350 | 32 | 0.02% | 0.02% | 721 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,937,572 | 31 | 0.0% | 0.09% | 723 | +2,907,186 | 9567.52% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 335 | 31 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | No change | 317 | 29 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 293 | 27 | 0.0% | 0.07% | 726 | -5,086 | -94.55% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 280 | 26 | 0.0% | 0.0% | 728 | -777 | -73.51% | Q1 2026 | Apr 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 281 | 26 | 0.01% | 0.02% | 729 | -88 | -23.85% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 280 | 26 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Windsor Advisory Group, LLC | History | New | 272 | 25 | 0.02% | — | 732 | +272 | New | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 273 | 25 | 0.01% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 269 | 25 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 262 | 24 | 0.0% | 0.0% | 733 | -93 | -26.2% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 250 | 24 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 250 | 23 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nova Wealth Management, Inc. | History | New | 236 | 22 | 0.01% | — | 736 | +236 | New | Q1 2026 | Apr 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 225 | 21 | 0.03% | — | 738 | +225 | New | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 230 | 21 | 0.0% | 0.0% | 737 | +2 | 0.88% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 218 | 20 | 0.0% | — | 739 | +218 | New | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 209 | 19 | 0.0% | 0.0% | 741 | -50 | -19.31% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 203 | 19 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 207 | 19 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 190 | 18 | 0.0% | 0.0% | 746 | -130 | -40.63% | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 192 | 18 | 0.01% | 0.01% | 743 | -60 | -23.81% | Q1 2026 | Apr 07, 2026 |
| Winch Advisory Services, LLC | History | Added to | 197 | 18 | 0.0% | 0.0% | 744 | +2 | 1.03% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 201 | 18 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 187 | 17 | 0.01% | 0.0% | 748 | +73 | 64.04% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 181 | 17 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 175 | 16 | 0.0% | 0.01% | 749 | -155 | -46.97% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 163 | 15 | 0.0% | 0.01% | 751 | -39 | -19.31% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 170 | 15 | 0.0% | 0.0% | 750 | -2 | -1.16% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 156 | 14 | 0.0% | — | 756 | +156 | New | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 151 | 14 | 0.0% | 0.0% | 752 | -37 | -19.68% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 156 | 14 | 0.0% | 0.0% | 754 | +1 | 0.65% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 158 | 14 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 158 | 14 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 142 | 13 | 0.0% | 0.0% | 757 | -34 | -19.32% | Q1 2026 | Apr 09, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 141 | 13 | 0.01% | 0.01% | 759 | -11 | -7.24% | Q1 2026 | Apr 07, 2026 |
| Main Management LLC | History | No change | 142 | 13 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 133 | 12 | 0.0% | 0.0% | 760 | +10 | 8.13% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 130 | 12 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 136 | 12 | 0.0% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 119 | 11 | 0.0% | 0.11% | 765 | -3,844 | -97.0% | Q1 2026 | May 08, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 125 | 11 | 0.01% | — | 766 | +125 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Reduced | 121 | 11 | 0.0% | 0.0% | 764 | -43 | -26.22% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Added to | 126 | 11 | 0.0% | 0.0% | 763 | +30 | 31.25% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 110 | 10 | 0.0% | 0.0% | 769 | -9 | -7.56% | Q1 2026 | May 19, 2026 |
| Bangor Savings Bank | History | Added to | 112 | 10 | 0.0% | 0.0% | 768 | +1 | 0.9% | Q1 2026 | Apr 01, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 115 | 10 | 0.0% | 0.0% | 771 | -1 | -0.86% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 116 | 10 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Friedenthal Financial | History | Reduced | 97 | 9 | 0.0% | 2.17% | 774 | -43,671 | -99.78% | Q1 2026 | Apr 20, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 103 | 9 | 0.0% | — | 775 | +103 | New | Q1 2026 | Apr 01, 2026 |
| True Link Financial Advisors, LLC | History | New | 100 | 9 | 0.0% | — | 776 | +100 | New | Q1 2026 | Apr 29, 2026 |
| GW&K Investment Management, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 100 | 9 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ares Financial Consulting, LLC | History | No change | 92 | 8 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 75 | 7 | 0.0% | 0.1% | 780 | -647,682 | -99.99% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 76 | 7 | 0.0% | — | 784 | +76 | New | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | New | 70 | 7 | 0.0% | — | 785 | +70 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 82 | 7 | 0.0% | 0.0% | 782 | +18 | 28.13% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 75 | 7 | 0.01% | — | 783 | +3 | 4.17% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 84 | 7 | 0.0% | 0.0% | 781 | -1 | -1.18% | Q1 2026 | Apr 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 80 | 7 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisor Network LLC | History | New | 72 | 6 | 0.01% | — | 792 | +72 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 72 | 6 | 0.0% | — | 786 | +71 | 7100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 66 | 6 | 0.0% | — | 787 | +65 | 6500.0% | Q1 2026 | Apr 21, 2026 |
| Solstein Capital, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | No change | 74 | 6 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 63 | 6 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 71 | 6 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 57 | 5 | 0.0% | 0.12% | 794 | -3,747 | -98.5% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 46 | 4 | 0.0% | 0.44% | 796 | -17,300 | -99.73% | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 51 | 4 | 0.0% | 0.0% | 795 | -59 | -53.64% | Q1 2026 | May 13, 2026 |
| Financial Freedom, LLC | History | New | 50 | 4 | 0.0% | — | 798 | +50 | New | Q1 2026 | Apr 30, 2026 |
| Advocate Investing Services LLC | History | New | 50 | 4 | 0.0% | — | 799 | +50 | New | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 38 | 3 | 0.0% | 0.03% | 806 | -919 | -96.03% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 38 | 3 | 0.0% | 0.03% | 805 | -817 | -95.56% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 35 | 3 | 0.0% | 0.01% | 810 | -35 | -50.0% | Q1 2026 | May 05, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 33 | 3 | 0.0% | — | 812 | +33 | New | Q1 2026 | Apr 16, 2026 |
| Hanson & Doremus Investment Management | History | New | 28 | 3 | 0.0% | — | 811 | +28 | New | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 36 | 3 | 0.0% | 0.0% | 801 | +7 | 24.14% | Q1 2026 | Apr 07, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 807 | -6 | -15.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37 | 3 | 0.0% | 0.0% | 802 | +5 | 15.63% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 40 | 3 | 0.0% | 0.0% | 804 | -2 | -4.76% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 30 | 3 | 0.0% | 0.0% | 800 | +1 | 3.45% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | No change | 34 | 3 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Reduced | 29 | 2 | 0.0% | 0.0% | 817 | -50 | -63.29% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 31 | 2 | 0.0% | — | 821 | +31 | New | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 24 | 2 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 23 | 2 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| REAP Financial Group, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | New | 19 | 1 | 0.0% | — | 828 | +19 | New | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | New | 15 | 1 | 0.0% | — | 826 | +15 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 14 | 1 | 0.0% | — | 824 | +13 | 1300.0% | Q1 2026 | Apr 10, 2026 |
| Financial Life Planners | History | New | 13 | 1 | 0.0% | — | 827 | +13 | New | Q1 2026 | Apr 24, 2026 |
| PlanVest Financial, Inc | History | New | 13 | 1 | 0.0% | — | 829 | +13 | New | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 11 | 1 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 13 | 1 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Planning Project LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.19% | — | -1,200,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.81% | — | -621,800 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 2.63% | — | -506,650 | -100.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -272,999 | -100.0% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -183,381 | -100.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -122,920 | -100.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -101,447 | -100.0% | Q1 2026 | May 05, 2026 |
| Advocacy Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -89,441 | -100.0% | Q1 2026 | May 12, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 6.15% | — | -84,486 | -100.0% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -71,731 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Norris Financial Group, LLC | History | Closed out | 0 | 0 | — | 2.3% | — | -70,323 | -100.0% | Q1 2026 | May 20, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 2.02% | — | -55,929 | -100.0% | Q1 2026 | May 05, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -45,112 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -42,482 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -40,387 | -100.0% | Q1 2026 | May 13, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -37,640 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -36,434 | -100.0% | Q1 2026 | May 13, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.7% | — | -31,574 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CROBAN | History | Closed out | 0 | 0 | — | 1.44% | — | -30,949 | -100.0% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -28,577 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -27,647 | -100.0% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -27,219 | -100.0% | Q1 2026 | May 13, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -23,956 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -23,875 | -100.0% | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -23,288 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -22,705 | -100.0% | Q1 2026 | May 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.59% | — | -18,847 | -100.0% | Q1 2026 | May 08, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -18,793 | -100.0% | Q1 2026 | Apr 27, 2026 |
| McNaughton Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -18,746 | -100.0% | Q1 2026 | Apr 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -17,647 | -100.0% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,302 | -100.0% | Q1 2026 | May 14, 2026 |
| SWP FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -17,054 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,629 | -100.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.43% | — | -14,920 | -100.0% | Q1 2026 | May 06, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -14,832 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,004 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Daviman Financial, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -13,621 | -100.0% | Q1 2026 | Apr 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,613 | -100.0% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.67% | — | -13,486 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,177 | -100.0% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,857 | -100.0% | Q1 2026 | May 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -11,500 | -100.0% | Q1 2026 | Apr 16, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.59% | — | -11,095 | -100.0% | Q1 2026 | May 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 0.39% | — | -10,839 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,690 | -100.0% | Q1 2026 | May 15, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -10,302 | -100.0% | Q1 2026 | May 04, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,119 | -100.0% | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -9,967 | -100.0% | Q1 2026 | May 07, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,720 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,299 | -100.0% | Q1 2026 | Apr 20, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -9,185 | -100.0% | Q1 2026 | May 05, 2026 |
| Mirabaud & Cie SA | History | Closed out | 0 | 0 | — | 0.28% | — | -9,000 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,400 | -100.0% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,297 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,261 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -8,229 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -7,757 | -100.0% | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.39% | — | -7,522 | -100.0% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Closed out | 0 | 0 | — | 0.61% | — | -7,384 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -7,240 | -100.0% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,865 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.14% | — | -6,750 | -100.0% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,665 | -100.0% | Q1 2026 | May 15, 2026 |
| Centerline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,283 | -100.0% | Q1 2026 | Apr 14, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -6,236 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,135 | -100.0% | Q1 2026 | Apr 30, 2026 |
| J.M. Arbour, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -5,703 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RDA Financial Network | History | Closed out | 0 | 0 | — | 0.13% | — | -5,506 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,379 | -100.0% | Q1 2026 | May 20, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,052 | -100.0% | Q1 2026 | Apr 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,879 | -100.0% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,824 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,688 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,678 | -100.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,663 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,586 | -100.0% | Q1 2026 | May 14, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -4,577 | -100.0% | Q1 2026 | May 15, 2026 |
| Cushing Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -4,537 | -100.0% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,528 | -100.0% | Q1 2026 | Apr 24, 2026 |
| First Growth Capital LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,160 | -100.0% | Q1 2026 | May 04, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,155 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,056 | -100.0% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,927 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,919 | -100.0% | Q1 2026 | May 14, 2026 |
| BCU Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,894 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,890 | -100.0% | Q1 2026 | May 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,785 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.08% | — | -3,784 | -100.0% | Q1 2026 | May 06, 2026 |
| Davis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -3,731 | -100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,694 | -100.0% | Q1 2026 | May 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,586 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Delta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -3,446 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,400 | -100.0% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,344 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 0.36% | — | -3,331 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,297 | -100.0% | Q1 2026 | May 01, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,258 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,236 | -100.0% | Q1 2026 | May 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,211 | -100.0% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,966 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,957 | -100.0% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,944 | -100.0% | Q1 2026 | May 12, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,937 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,922 | -100.0% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,906 | -100.0% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,864 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,803 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 6 | 0 | — | 0.27% | — | -2,790 | -99.79% | Q1 2026 | Apr 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,771 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,764 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,686 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,656 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,644 | -100.0% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,610 | -100.0% | Q1 2026 | May 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,569 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,540 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -2,523 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,451 | -100.0% | Q1 2026 | May 06, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,397 | -100.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,392 | -100.0% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,366 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,332 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,255 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,230 | -100.0% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,209 | -100.0% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,176 | -100.0% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,100 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,091 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,089 | -100.0% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,086 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -2,079 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,016 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,939 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 4 | 0 | — | 0.11% | — | -1,873 | -99.79% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,714 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quintet Private Bank (Europe) S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,455 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,357 | -100.0% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,169 | -100.0% | Q1 2026 | May 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -803 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -628 | -100.0% | Q1 2026 | May 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -625 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | Apr 06, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -441 | -100.0% | Q1 2026 | May 01, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -428 | -100.0% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -420 | -100.0% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -252 | -100.0% | Q1 2026 | May 13, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -240 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -231 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 10 | 0 | — | 0.01% | — | -230 | -95.83% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -208 | -100.0% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -185 | -100.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.01% | — | -179 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q1 2026 | Apr 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -167 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | May 01, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 04, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 06, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 12, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 11, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| PayPay Securities Corp | History | Reduced | 10 | 0 | — | 0.03% | — | -2 | -16.67% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Realta Investment Advisors | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SRH ADVISORS, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Front Row Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quaker Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Register Financial Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Longview Financial Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |