iShares, Inc. - EMXC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 29,679,701 | 2,334,605 | 0.27% | 0.0% | 1 | +29,469,997 | 14053.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,673,534 | 1,075,560 | 0.08% | 0.07% | 2 | +306,018 | 2.29% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,371,977 | 579,879 | 0.08% | 0.07% | 3 | +199,288 | 2.78% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,457,142 | 429,258 | 0.08% | 0.08% | 4 | -575,996 | -9.55% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,142,002 | 404,469 | 0.25% | 0.22% | 5 | +412,026 | 8.71% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 4,343,507 | 341,660 | 0.02% | 0.02% | 6 | +420,394 | 10.72% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,950,640 | 310,560 | 0.07% | 0.06% | 7 | +524,844 | 15.32% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 3,400,240 | 267,464 | 7.76% | 5.78% | 8 | +694,123 | 25.65% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 3,329,191 | 261,874 | 0.0% | 0.0% | 9 | +336,994 | 11.26% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,195,110 | 251,327 | 0.07% | 0.05% | 10 | +809,443 | 33.93% | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,004,394 | 236,325 | 0.98% | 0.83% | 11 | -301,250 | -9.11% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,563,346 | 201,632 | 2.29% | 2.04% | 12 | +7,741 | 0.3% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,622,380 | 198,094 | 0.01% | 0.01% | 13 | +285,798 | 12.23% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,175,161 | 171,098 | 2.96% | 2.91% | 14 | +169,132 | 8.43% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,098,998 | 165,107 | 0.03% | 0.03% | 15 | +161,135 | 8.32% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,095,181 | 164,806 | 0.02% | 0.02% | 16 | +444,058 | 26.89% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 2,072,000 | 162,983 | 0.02% | 0.02% | 17 | -78,000 | -3.63% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,056,486 | 161,763 | 0.04% | 0.03% | 18 | +551,237 | 36.62% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 1,942,935 | 152,831 | 0.19% | 0.14% | 19 | +318,940 | 19.64% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,889,896 | 148,659 | 2.93% | 2.6% | 20 | +65,038 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,795,235 | 141,213 | 1.68% | 1.57% | 21 | +37,415 | 2.13% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,530,978 | 120,426 | 0.13% | 0.11% | 22 | +134,572 | 9.64% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,524,112 | 119,886 | 0.01% | 0.0% | 23 | +1,318,133 | 639.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,508,424 | 118,653 | 0.11% | 0.09% | 24 | +166,236 | 12.39% | Q1 2026 | May 12, 2026 |
| Johns Hopkins University | History | No change | 1,423,744 | 111,991 | 8.12% | 7.54% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 1,330,863 | 100,533 | 0.08% | 0.1% | 26 | -555,431 | -29.45% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 1,272,496 | 100,094 | 1.72% | 1.75% | 27 | -120,873 | -8.67% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,148,218 | 90,319 | 0.1% | 0.09% | 28 | +14,915 | 1.32% | Q1 2026 | May 05, 2026 |
| Bridgewater Associates, LP | History | New | 1,072,280 | 84,345 | 0.38% | — | 29 | +1,072,280 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,058,392 | 83,253 | 2.63% | 2.56% | 30 | +89,894 | 9.28% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,025,675 | 80,679 | 0.02% | 0.02% | 31 | +161,399 | 18.67% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 1,022,259 | 80,410 | 3.03% | 3.13% | 32 | -133,165 | -11.53% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 956,076 | 75,204 | 1.03% | 1.07% | 33 | -74,421 | -7.22% | Q1 2026 | Apr 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 935,113 | 73,556 | 1.14% | 0.99% | 34 | +111,957 | 13.6% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 905,148 | 71,200 | 0.01% | 0.01% | 35 | +77,770 | 9.4% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 870,965 | 68,510 | 0.03% | — | 36 | +870,965 | New | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Added to | 805,773 | 63,382 | 0.04% | 0.04% | 37 | +15,258 | 1.93% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 796,785 | 62,675 | 0.07% | 0.07% | 38 | +36,691 | 4.83% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 787,768 | 61,965 | 3.2% | 2.76% | 39 | +64,956 | 8.99% | Q1 2026 | May 04, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 783,254 | 61,610 | 9.3% | 4.33% | 40 | +369,675 | 89.38% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 761,242 | 59,879 | 0.14% | 0.12% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 747,915 | 58,830 | 0.5% | 0.32% | 42 | +268,571 | 56.03% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | Added to | 744,373 | 58,552 | 17.25% | 10.71% | 43 | +266,065 | 55.63% | Q1 2026 | Apr 30, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 641,559 | 58,360 | 1.01% | 0.87% | 44 | -22,415 | -3.38% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 727,182 | 57,200 | 1.03% | 0.98% | 45 | +1,220 | 0.17% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 720,812 | 56,699 | 8.71% | 8.1% | 46 | +11,027 | 1.55% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 660,822 | 51,980 | 0.07% | 0.06% | 47 | +22,179 | 3.47% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 649,671 | 51,103 | 4.4% | 3.86% | 48 | +32,564 | 5.28% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 644,725 | 50,714 | 2.77% | 2.77% | 49 | -20,529 | -3.09% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 634,182 | 49,884 | 0.19% | — | 50 | +634,182 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 597,945 | 47,554 | 0.45% | 0.4% | 51 | +85,919 | 16.78% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 601,628 | 47,323 | 0.09% | 0.05% | 52 | +211,833 | 54.34% | Q1 2026 | May 01, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 595,500 | 46,842 | 4.46% | 4.26% | 53 | +11,134 | 1.91% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 572,968 | 45,069 | 0.38% | 0.44% | 54 | -132,520 | -18.78% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 567,382 | 44,630 | 0.36% | 0.32% | 55 | +196,712 | 53.07% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 556,985 | 43,812 | 0.03% | 0.02% | 56 | +3,343 | 0.6% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 543,809 | 42,776 | 0.05% | 0.05% | 57 | -13,480 | -2.42% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 521,935 | 41,055 | 3.31% | 2.9% | 58 | +42,493 | 8.86% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 516,571 | 40,633 | 1.8% | 1.71% | 59 | -45,107 | -8.03% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 510,922 | 40,189 | 0.06% | 0.06% | 60 | +12,495 | 2.51% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 497,080 | 39,100 | 4.11% | 3.75% | 61 | +25,477 | 5.4% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 489,940 | 38,538 | 0.44% | 0.44% | 62 | +1,085 | 0.22% | Q1 2026 | Apr 23, 2026 |
| PRUDENTIAL PLC | History | Reduced | 472,509 | 37,167 | 0.22% | 0.68% | 63 | -713,691 | -60.17% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 472,081 | 37,133 | 0.04% | 0.03% | 64 | +42,870 | 9.99% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 467,057 | 36,738 | 0.04% | 0.0% | 65 | +454,716 | 3684.6% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 465,156 | 36,584 | 0.62% | 0.56% | 66 | +6,036 | 1.31% | Q1 2026 | May 05, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 456,200 | 35,885 | 3.56% | 3.26% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 451,060 | 35,469 | 0.06% | 0.06% | 68 | +734 | 0.16% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 437,823 | 34,439 | 0.09% | 0.07% | 69 | -5,632 | -1.27% | Q1 2026 | Apr 22, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Reduced | 407,423 | 32,048 | 4.42% | 4.03% | 70 | -20,551 | -4.8% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 385,115 | 30,293 | 0.16% | 0.14% | 71 | +31,275 | 8.84% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 378,148 | 29,745 | 2.12% | 1.6% | 72 | +70,984 | 23.11% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 369,036 | 29,046 | 0.04% | 0.06% | 73 | -161,427 | -30.43% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Reduced | 367,072 | 28,873 | 3.63% | 4.08% | 74 | -45,398 | -11.01% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 365,200 | 28,726 | 0.07% | 0.07% | 75 | -23,400 | -6.02% | Q1 2026 | May 11, 2026 |
| Proficio Capital Partners LLC | History | New | 363,713 | 28,635 | 1.53% | — | 76 | +363,713 | New | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | New | 359,468 | 28,275 | 1.5% | — | 77 | +359,468 | New | Q1 2026 | Apr 24, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 354,686 | 27,899 | 0.31% | 0.3% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 351,272 | 27,631 | 0.45% | 0.27% | 79 | +126,498 | 56.28% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 350,375 | 27,560 | 0.49% | 0.5% | 80 | -44,410 | -11.25% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 347,122 | 27,305 | 0.07% | 0.02% | 81 | +247,034 | 246.82% | Q1 2026 | Apr 30, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 338,981 | 26,664 | 7.03% | 6.43% | 82 | +255 | 0.08% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 336,708 | 26,485 | 0.61% | 0.5% | 83 | +193,264 | 134.73% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 336,357 | 26,457 | 0.29% | 0.3% | 84 | +32,376 | 10.65% | Q1 2026 | May 15, 2026 |
| Seascape Capital Management | History | Added to | 333,323 | 26,219 | 7.55% | 6.64% | 85 | +11,928 | 3.71% | Q1 2026 | Apr 28, 2026 |
| Carr Financial Group Corp | History | Added to | 329,746 | 25,937 | 6.84% | 6.29% | 86 | +4,240 | 1.3% | Q1 2026 | May 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 328,203 | 25,816 | 5.27% | 4.18% | 87 | +91,391 | 38.59% | Q1 2026 | Apr 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 325,408 | 25,596 | 2.82% | 2.71% | 88 | +5,038 | 1.57% | Q1 2026 | Apr 13, 2026 |
| Prime Buchholz LLC | History | No change | 319,235 | 25,111 | 13.12% | 13.77% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 299,574 | 23,564 | 0.27% | 0.23% | 90 | -5,195 | -1.7% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 294,943 | 23,200 | 0.03% | 0.03% | 91 | +52,242 | 21.53% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 290,369 | 22,840 | 5.69% | 6.33% | 92 | -26,783 | -8.44% | Q1 2026 | Apr 29, 2026 |
| Waterloo Capital, L.P. | History | Added to | 289,177 | 22,746 | 1.6% | 0.44% | 93 | +205,872 | 247.13% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 237,729 | 21,324 | 0.48% | 0.46% | 94 | +1,202 | 0.51% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 268,523 | 21,122 | 0.3% | 0.31% | 95 | +6,413 | 2.45% | Q1 2026 | May 11, 2026 |
| Robinhood Asset Management, LLC | History | New | 265,518 | 20,885 | 1.51% | — | 96 | +265,518 | New | Q1 2026 | Apr 13, 2026 |
| ALPS ADVISORS INC | History | New | 262,650 | 20,660 | 0.1% | — | 97 | +262,650 | New | Q1 2026 | May 08, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 250,064 | 19,670 | 8.55% | 7.58% | 98 | +7,526 | 3.1% | Q1 2026 | May 05, 2026 |
| ES4, LLC | History | No change | 245,346 | 19,298 | 12.46% | 12.29% | 99 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 244,964 | 19,268 | 3.4% | 0.23% | 100 | +227,874 | 1333.38% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 242,737 | 19,093 | 0.05% | 0.06% | 101 | -41,701 | -14.66% | Q1 2026 | May 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 240,521 | 18,919 | 1.37% | 1.03% | 102 | +232,245 | 2806.25% | Q1 2026 | May 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 239,253 | 18,819 | 0.45% | 0.36% | 103 | +37,061 | 18.33% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 238,191 | 18,736 | 0.36% | 0.32% | 104 | +16,192 | 7.29% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 234,802 | 18,469 | 0.66% | 0.58% | 105 | +4,268 | 1.85% | Q1 2026 | Apr 14, 2026 |
| Columbia Bank | History | Reduced | 227,709 | 17,911 | 5.11% | 4.67% | 106 | -3,761 | -1.62% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 216,837 | 17,056 | 5.65% | 1.84% | 107 | +151,932 | 234.08% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 237,759 | 17,021 | 0.02% | 0.02% | 108 | -10,849 | -4.36% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 213,746 | 16,813 | 0.61% | 0.45% | 109 | +40,728 | 23.54% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 196,741 | 16,683 | 2.33% | 2.18% | 110 | -11,642 | -5.59% | Q1 2026 | Apr 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 208,015 | 16,362 | 0.91% | 0.78% | 111 | +16,281 | 8.49% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 207,355 | 16,310 | 0.09% | 0.08% | 112 | +16,146 | 8.44% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 204,375 | 16,076 | 6.26% | 5.9% | 113 | +4,056 | 2.02% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 204,234 | 16,065 | 0.01% | 0.0% | 114 | +48,149 | 30.85% | Q1 2026 | May 13, 2026 |
| PECAUT & CO. | History | Added to | 204,164 | 16,059 | 5.21% | 3.71% | 115 | +45,800 | 28.92% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 196,230 | 15,435 | 0.07% | 0.05% | 116 | +55,673 | 39.61% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 193,608 | 15,229 | 0.03% | 0.02% | 117 | +74,611 | 62.7% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 191,795 | 15,086 | 1.66% | 1.52% | 118 | -736 | -0.38% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 190,528 | 14,986 | 0.02% | 0.01% | 119 | +126,169 | 196.04% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Added to | 187,195 | 14,724 | 0.0% | 0.0% | 120 | +64,000 | 51.95% | Q1 2026 | May 08, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 185,430 | 14,586 | 1.38% | 0.75% | 121 | +73,777 | 66.08% | Q1 2026 | Apr 02, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 181,138 | 14,248 | 2.07% | 1.49% | 122 | +36,660 | 25.37% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 181,109 | 14,246 | 1.63% | 1.1% | 123 | +45,770 | 33.82% | Q1 2026 | May 11, 2026 |
| FLC Capital Advisors | History | Added to | 174,343 | 13,713 | 2.45% | 2.26% | 124 | +5,738 | 3.4% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 173,915 | 13,680 | 3.36% | 2.24% | 125 | +50,087 | 40.45% | Q1 2026 | Apr 22, 2026 |
| Townsend & Associates, Inc | History | Reduced | 145,699 | 13,069 | 1.13% | 1.17% | 126 | -24,376 | -14.33% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 164,514 | 12,940 | 0.02% | 0.02% | 127 | -30,867 | -15.8% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 162,507 | 12,782 | 1.59% | 2.05% | 128 | -54,485 | -25.11% | Q1 2026 | Apr 27, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 159,378 | 12,536 | 1.47% | 3.27% | 129 | -224,801 | -58.51% | Q1 2026 | Apr 10, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 157,893 | 12,419 | 1.63% | 1.23% | 130 | +42,945 | 37.36% | Q1 2026 | Apr 28, 2026 |
| Leo Wealth, LLC | History | New | 156,642 | 12,321 | 0.89% | — | 131 | +156,642 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 155,080 | 12,198 | 0.03% | 0.04% | 132 | -42,639 | -21.57% | Q1 2026 | May 04, 2026 |
| SlateStone Wealth, LLC | History | Added to | 153,922 | 12,108 | 1.0% | 0.86% | 133 | +12,409 | 8.77% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 148,108 | 11,650 | 3.08% | 2.98% | 134 | +720 | 0.49% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 147,000 | 11,563 | 0.68% | 0.38% | 135 | +55,000 | 59.78% | Q1 2026 | May 06, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 146,311 | 11,508 | 2.77% | 4.08% | 136 | -73,245 | -33.36% | Q1 2026 | Apr 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 145,424 | 11,439 | 1.8% | 1.7% | 137 | -6,093 | -4.02% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 137,858 | 10,843 | 0.29% | 0.18% | 138 | +40,120 | 41.05% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 137,039 | 10,779 | 0.02% | 0.01% | 139 | +67,399 | 96.78% | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | No change | 137,000 | 10,776 | 0.09% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focused Wealth Management, Inc | History | New | 135,267 | 10,640 | 1.1% | — | 141 | +135,267 | New | Q1 2026 | Apr 20, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 132,726 | 10,440 | 2.84% | 2.63% | 142 | -2,706 | -2.0% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 132,011 | 10,384 | 0.33% | — | 143 | +132,011 | New | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | Added to | 131,442 | 10,339 | 1.81% | 1.53% | 144 | +5,271 | 4.18% | Q1 2026 | Apr 24, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 131,432 | 10,338 | 4.38% | 4.1% | 145 | -2,965 | -2.21% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 117,239 | 10,279 | 0.62% | 0.41% | 146 | +31,239 | 36.32% | Q1 2026 | Apr 20, 2026 |
| Citizens Business Bank | History | Reduced | 129,828 | 10,212 | 1.67% | 1.58% | 147 | -2,144 | -1.62% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Added to | 127,360 | 10,018 | 0.41% | 0.31% | 148 | +8,364 | 7.03% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Added to | 126,552 | 9,954 | 0.05% | 0.03% | 149 | +61,319 | 94.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 126,456 | 9,947 | 0.11% | 0.11% | 150 | -4,661 | -3.55% | Q1 2026 | Apr 28, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 125,607 | 9,880 | 1.21% | 1.1% | 151 | -3,622 | -2.8% | Q1 2026 | May 06, 2026 |
| Myriad Asset Management US LP | History | Added to | 125,552 | 9,876 | 14.81% | 8.74% | 152 | +53,722 | 74.79% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 124,705 | 9,812 | 0.05% | 0.05% | 153 | -2,707 | -2.12% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 124,401 | 9,785 | 1.17% | 1.03% | 154 | +12,866 | 11.54% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 124,353 | 9,781 | 0.56% | 1.21% | 155 | -174,854 | -58.44% | Q1 2026 | Apr 20, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 123,247 | 9,694 | 1.29% | 1.16% | 156 | -2,708 | -2.15% | Q1 2026 | Apr 22, 2026 |
| 5th Street Advisors, LLC | History | Added to | 119,782 | 9,422 | 4.06% | 3.89% | 157 | +5,145 | 4.49% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 119,250 | 9,380 | 0.04% | 0.04% | 158 | -4,120 | -3.34% | Q1 2026 | May 07, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 116,664 | 9,176 | 2.3% | 2.0% | 159 | +7,993 | 7.36% | Q1 2026 | May 11, 2026 |
| Zhang Financial LLC | History | Reduced | 113,588 | 8,934 | 0.31% | 0.31% | 160 | -87 | -0.08% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 112,998 | 8,888 | 0.3% | 0.3% | 161 | -2,777 | -2.4% | Q1 2026 | Apr 17, 2026 |
| Randall & Associates Wealth Management | History | Added to | 112,627 | 8,859 | 5.97% | 5.41% | 162 | +5,166 | 4.81% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 112,177 | 8,823 | 3.19% | 2.98% | 163 | -4,512 | -3.87% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 111,966 | 8,807 | 0.06% | 0.06% | 164 | -10,797 | -8.79% | Q1 2026 | May 05, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 110,998 | 8,731 | 0.63% | — | 165 | +110,998 | New | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 110,462 | 8,688 | 3.01% | 2.77% | 166 | +3,511 | 3.28% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 109,462 | 8,610 | 2.68% | 3.24% | 167 | -34,109 | -23.76% | Q1 2026 | May 01, 2026 |
| Fortis Advisors, LLC | History | Added to | 107,857 | 8,483 | 4.25% | 3.72% | 168 | +13,515 | 14.33% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 106,563 | 8,382 | 0.01% | 0.01% | 169 | +272 | 0.26% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 106,197 | 8,353 | 0.63% | 0.59% | 170 | +4,351 | 4.27% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 105,411 | 8,291 | 0.08% | 0.07% | 171 | +335 | 0.32% | Q1 2026 | May 08, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 105,166 | 8,272 | 2.87% | 1.8% | 172 | +37,444 | 55.29% | Q1 2026 | May 04, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 101,198 | 7,960 | 1.15% | 1.0% | 173 | +547 | 0.54% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 103,807 | 7,958 | 0.0% | 0.0% | 174 | +29,751 | 40.17% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 100,788 | 7,927 | 0.94% | 1.38% | 175 | -72,608 | -41.87% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 100,736 | 7,923 | 0.14% | 0.12% | 176 | +9,667 | 10.62% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 99,938 | 7,860 | 0.03% | 0.05% | 177 | -66,452 | -39.94% | Q1 2026 | May 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 99,703 | 7,842 | 1.77% | 1.68% | 178 | -2,714 | -2.65% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Advisors | History | Added to | 99,186 | 7,801 | 0.61% | 0.48% | 179 | +11,744 | 13.43% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Reduced | 98,985 | 7,786 | 3.11% | 3.0% | 180 | -9,454 | -8.72% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 102,921 | 7,774 | 0.57% | 0.57% | 181 | -3,759 | -3.52% | Q1 2026 | May 05, 2026 |
| High Note Wealth, LLC | History | Added to | 98,815 | 7,772 | 1.53% | 1.37% | 182 | +2,483 | 2.58% | Q1 2026 | May 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 96,688 | 7,605 | 1.27% | 1.25% | 183 | -699 | -0.72% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 95,400 | 7,498 | 0.09% | 0.09% | 184 | +2,101 | 2.25% | Q1 2026 | May 12, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 94,186 | 7,408 | 3.16% | 2.16% | 185 | +21,003 | 28.7% | Q1 2026 | May 14, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 93,497 | 7,354 | 3.65% | 2.53% | 186 | +23,909 | 34.36% | Q1 2026 | Apr 23, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 93,313 | 7,339 | 2.06% | 1.87% | 187 | +3,454 | 3.84% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Reduced | 92,808 | 7,300 | 0.0% | 0.03% | 188 | -995,610 | -91.47% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 91,786 | 7,219 | 0.08% | 0.09% | 189 | -17,531 | -16.04% | Q1 2026 | Apr 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 90,205 | 7,095 | 0.92% | 0.75% | 190 | +16,179 | 21.86% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 78,042 | 7,075 | 1.51% | 1.32% | 191 | +865 | 1.12% | Q1 2026 | May 01, 2026 |
| NKCFO LLC | History | No change | 88,100 | 6,930 | 2.05% | 1.85% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Family Wealth, LLC | History | Added to | 87,086 | 6,850 | 1.41% | 1.23% | 193 | +6,600 | 8.2% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 87,042 | 6,847 | 0.05% | 0.05% | 194 | +6,326 | 7.84% | Q1 2026 | Apr 07, 2026 |
| Chicago Wealth Management, Inc. | History | New | 86,833 | 6,830 | 2.73% | — | 195 | +86,833 | New | Q1 2026 | May 11, 2026 |
| Sound Stewardship, LLC | History | Reduced | 85,175 | 6,699 | 3.07% | 3.09% | 196 | -3,537 | -3.99% | Q1 2026 | Apr 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 84,463 | 6,643 | 0.49% | 0.45% | 197 | +933 | 1.12% | Q1 2026 | May 14, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 84,376 | 6,637 | 2.46% | 1.74% | 198 | +19,021 | 29.1% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 83,939 | 6,602 | 0.06% | 0.06% | 199 | -37,553 | -30.91% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 83,330 | 6,554 | 0.16% | 0.14% | 200 | -2,888 | -3.35% | Q1 2026 | May 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 82,163 | 6,462 | 1.13% | 1.2% | 201 | -33,061 | -28.69% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81,490 | 6,409 | 0.33% | 0.3% | 202 | +6,585 | 8.79% | Q1 2026 | May 07, 2026 |
| BANK OF HAWAII | History | New | 81,388 | 6,401 | 0.34% | — | 203 | +81,388 | New | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 80,693 | 6,347 | 0.86% | 0.75% | 204 | +5,458 | 7.25% | Q1 2026 | May 04, 2026 |
| Circle Wealth Management, LLC | History | New | 80,369 | 6,321 | 0.09% | — | 205 | +80,369 | New | Q1 2026 | May 11, 2026 |
| Norway Savings Bank | History | Added to | 80,202 | 6,308 | 2.99% | 2.64% | 206 | +1,780 | 2.27% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 79,862 | 6,281 | 0.13% | 0.11% | 207 | +3,138 | 4.09% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 79,652 | 6,265 | 0.46% | 0.41% | 208 | +3,173 | 4.15% | Q1 2026 | Apr 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 78,875 | 6,204 | 1.39% | 1.24% | 209 | +5,729 | 7.83% | Q1 2026 | Apr 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 78,779 | 6,196 | 2.24% | 2.01% | 210 | +1,833 | 2.38% | Q1 2026 | May 19, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 78,108 | 6,143 | 0.07% | 0.04% | 211 | +31,175 | 66.42% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,862 | 6,124 | 0.07% | 0.06% | 212 | +2,267 | 3.0% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Added to | 77,642 | 6,107 | 0.28% | 0.21% | 213 | +13,025 | 20.16% | Q1 2026 | May 08, 2026 |
| Refined Wealth Management | History | New | 77,434 | 6,090 | 3.84% | — | 214 | +77,434 | New | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 75,882 | 5,968 | 0.02% | 0.03% | 215 | -45,705 | -37.59% | Q1 2026 | Apr 24, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 75,432 | 5,933 | 1.26% | — | 216 | +75,432 | New | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 75,044 | 5,903 | 0.1% | 0.1% | 217 | -2,861 | -3.67% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 74,548 | 5,864 | 0.64% | 0.58% | 218 | -871 | -1.15% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 74,188 | 5,835 | 0.22% | — | 219 | +74,188 | New | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 73,742 | 5,800 | 0.18% | 0.17% | 220 | -4,102 | -5.27% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 73,662 | 5,794 | 3.12% | 3.0% | 221 | -4,334 | -5.56% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 72,276 | 5,685 | 0.1% | 0.09% | 222 | +6,652 | 10.14% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 72,069 | 5,668 | 0.55% | 0.41% | 223 | +11,938 | 19.85% | Q1 2026 | May 06, 2026 |
| Client First Capital LLC | History | New | 71,990 | 5,662 | 2.46% | — | 224 | +71,990 | New | Q1 2026 | Apr 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 71,942 | 5,658 | 2.28% | 1.92% | 225 | +4,926 | 7.35% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 71,656 | 5,636 | 0.19% | 0.15% | 226 | +9,356 | 15.02% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 71,359 | 5,613 | 0.17% | 0.17% | 227 | -2,490 | -3.37% | Q1 2026 | Apr 27, 2026 |
| Montecito Bank & Trust | History | Reduced | 70,039 | 5,509 | 0.91% | 0.83% | 228 | -2,025 | -2.81% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 68,635 | 5,398 | 0.17% | 0.17% | 229 | -4,011 | -5.52% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 67,114 | 5,279 | 0.01% | 0.01% | 230 | +14,337 | 27.17% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 66,992 | 5,269 | 1.46% | 1.14% | 231 | +11,153 | 19.97% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,394 | 5,143 | 0.01% | 0.0% | 232 | +64,555 | 7694.28% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 65,339 | 5,139 | 0.12% | 0.12% | 233 | -409 | -0.62% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,832 | 5,099 | 0.02% | 0.02% | 234 | +9,253 | 16.65% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 64,727 | 5,091 | 0.38% | 0.47% | 235 | -5,384 | -7.68% | Q1 2026 | May 19, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 63,987 | 5,033 | 0.92% | 0.8% | 236 | +1,272 | 2.03% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 62,845 | 4,943 | 0.04% | — | 237 | +62,845 | New | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 61,850 | 4,865 | 4.81% | 4.41% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 61,405 | 4,830 | 0.0% | 0.0% | 239 | +312 | 0.51% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 61,275 | 4,819 | 0.04% | 0.04% | 240 | -2,995 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 60,875 | 4,788 | 0.13% | 0.14% | 241 | +1,925 | 3.27% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 59,736 | 4,698 | 3.45% | 3.76% | 242 | -9,599 | -13.84% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | Added to | 59,637 | 4,691 | 0.42% | 0.34% | 243 | +6,378 | 11.98% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 59,606 | 4,688 | 2.71% | 2.49% | 244 | +2,045 | 3.55% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 59,245 | 4,660 | 1.79% | 1.72% | 245 | -1,950 | -3.19% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 58,842 | 4,634 | 0.58% | 0.87% | 246 | -33,619 | -36.36% | Q1 2026 | May 12, 2026 |
| Galilei Investment Office LLP | History | No change | 58,133 | 4,572 | 2.37% | 1.99% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 58,062 | 4,567 | 0.44% | 0.45% | 248 | -2,459 | -4.06% | Q1 2026 | Apr 20, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 57,898 | 4,554 | 1.07% | 1.05% | 249 | -3,290 | -5.38% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | Added to | 57,340 | 4,510 | 0.61% | 0.55% | 250 | +957 | 1.7% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 57,260 | 4,504 | 0.13% | 0.12% | 251 | -6,435 | -10.1% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 55,997 | 4,404 | 0.46% | 0.72% | 252 | -51,111 | -47.72% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Reduced | 55,891 | 4,396 | 0.31% | 0.29% | 253 | -50 | -0.09% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 55,103 | 4,334 | 0.0% | 0.0% | 254 | +150 | 0.27% | Q1 2026 | May 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 54,507 | 4,287 | 2.93% | 3.01% | 255 | -2,403 | -4.22% | Q1 2026 | May 13, 2026 |
| Catalyst Investment Management LLC | History | Added to | 47,549 | 4,263 | 4.72% | 2.72% | 256 | +8,005 | 20.24% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Added to | 54,052 | 4,251 | 0.01% | 0.01% | 257 | +2,792 | 5.45% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 53,830 | 4,234 | 0.03% | 0.02% | 258 | +11,625 | 27.54% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 53,365 | 4,197 | 0.58% | 1.02% | 259 | +1,617 | 3.12% | Q1 2026 | May 12, 2026 |
| Denver PWM, LLC | History | Reduced | 42,411 | 4,157 | 1.43% | 1.15% | 260 | -12,226 | -22.38% | Q1 2026 | May 12, 2026 |
| Gold Investment Management Ltd. | History | Added to | 52,761 | 4,150 | 1.29% | 1.17% | 261 | +2,159 | 4.27% | Q1 2026 | Apr 22, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 52,674 | 4,143 | 0.54% | 0.43% | 262 | +7,622 | 16.92% | Q1 2026 | Apr 28, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 52,455 | 4,126 | 3.11% | 3.11% | 263 | -271 | -0.51% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 52,408 | 4,122 | 0.05% | 0.02% | 264 | +29,199 | 125.81% | Q1 2026 | May 05, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 56,497 | 4,106 | 2.33% | 2.33% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 52,160 | 4,102 | 1.21% | 0.88% | 266 | +11,212 | 27.38% | Q1 2026 | Apr 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 51,540 | 4,054 | 0.73% | 0.99% | 267 | +880 | 1.74% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Reduced | 51,238 | 4,030 | 2.77% | 2.75% | 268 | -1,629 | -3.08% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 50,500 | 3,972 | 0.18% | 0.02% | 269 | +45,965 | 1013.56% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 50,352 | 3,960 | 0.03% | 0.04% | 270 | -14,969 | -22.92% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 50,233 | 3,951 | 0.0% | 0.01% | 271 | -138,888 | -73.44% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Added to | 49,981 | 3,931 | 0.4% | 0.04% | 272 | +45,317 | 971.63% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 49,742 | 3,912 | 0.07% | 0.07% | 273 | -1,949 | -3.77% | Q1 2026 | May 04, 2026 |
| Live Oak Investment Partners | History | Added to | 49,261 | 3,874 | 2.29% | 2.11% | 274 | +1,967 | 4.16% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 52,909 | 3,845 | 0.0% | 0.0% | 275 | -33 | -0.06% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 48,035 | 3,778 | 1.82% | 1.65% | 276 | +1,700 | 3.67% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 47,904 | 3,768 | 0.0% | 0.0% | 277 | +9,398 | 24.41% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,851 | 3,763 | 0.01% | 0.01% | 278 | +5,769 | 13.71% | Q1 2026 | May 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 47,530 | 3,739 | 0.11% | 0.09% | 279 | +4,000 | 9.19% | Q1 2026 | Apr 23, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 47,470 | 3,733 | 0.93% | 0.85% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 47,412 | 3,729 | 0.27% | 0.25% | 281 | +1,598 | 3.49% | Q1 2026 | Apr 20, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 46,877 | 3,687 | 0.72% | 0.83% | 282 | -2,248 | -4.58% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 50,433 | 3,665 | 0.58% | 0.58% | 283 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Powerhouse Assets LLC | History | Added to | 46,579 | 3,663 | 3.19% | 2.87% | 284 | +1,670 | 3.72% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,510 | 3,658 | 0.02% | 0.02% | 285 | +15,735 | 51.13% | Q1 2026 | May 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 46,422 | 3,651 | 1.6% | 1.66% | 286 | -6,847 | -12.85% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 46,241 | 3,637 | 0.13% | 0.14% | 288 | -4,066 | -8.08% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,042 | 3,637 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 45,817 | 3,603 | 0.01% | 0.01% | 289 | +1,133 | 2.54% | Q1 2026 | May 11, 2026 |
| PALLADIEM, LLC | History | Reduced | 42,528 | 3,600 | 3.44% | 2.97% | 290 | -590 | -1.37% | Q1 2026 | May 06, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Reduced | 45,008 | 3,540 | 5.58% | 3.54% | 291 | -1,925 | -4.1% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 48,499 | 3,524 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital, LLC | History | New | 44,626 | 3,510 | 1.0% | — | 293 | +44,626 | New | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 44,563 | 3,505 | 0.07% | 0.07% | 294 | +145 | 0.33% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 44,425 | 3,494 | 0.08% | 0.07% | 295 | -1,470 | -3.2% | Q1 2026 | May 15, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 44,345 | 3,488 | 1.4% | 1.13% | 296 | +4,640 | 11.69% | Q1 2026 | Apr 23, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 44,050 | 3,465 | 2.39% | 1.35% | 297 | +15,813 | 56.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 47,516 | 3,453 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 43,461 | 3,418 | 0.2% | 0.18% | 299 | +1,059 | 2.5% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 46,870 | 3,406 | 2.13% | 2.13% | 300 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 42,466 | 3,340 | 0.01% | 0.01% | 301 | +2,488 | 6.22% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 42,037 | 3,337 | 0.04% | 0.04% | 302 | -6,036 | -12.56% | Q1 2026 | Apr 28, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 42,132 | 3,314 | 2.03% | 1.65% | 303 | +3,902 | 10.21% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Added to | 42,014 | 3,304 | 1.49% | 1.33% | 304 | +5,363 | 14.63% | Q1 2026 | Apr 22, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 41,502 | 3,264 | 0.42% | 0.42% | 305 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Community Bank, N.A. | History | No change | 41,500 | 3,263 | 0.39% | 0.36% | 306 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farrell Financial LLC | History | Added to | 41,437 | 3,259 | 1.95% | 1.75% | 307 | +553 | 1.35% | Q1 2026 | Apr 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 44,735 | 3,251 | 1.1% | 1.1% | 308 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 41,215 | 3,242 | 0.0% | 0.0% | 309 | +5,694 | 16.03% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 41,031 | 3,227 | 0.16% | 0.14% | 310 | +2,152 | 5.54% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 43,693 | 3,175 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 34,931 | 3,131 | 0.05% | 0.03% | 312 | +13,239 | 61.03% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 39,723 | 3,124 | 0.31% | 0.37% | 313 | -1,313 | -3.2% | Q1 2026 | Apr 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 39,546 | 3,110 | 2.27% | 2.17% | 314 | -2,272 | -5.43% | Q1 2026 | May 05, 2026 |
| Norris Financial Group, LLC | History | Reduced | 39,466 | 3,104 | 1.01% | 0.98% | 315 | -89 | -0.23% | Q1 2026 | May 20, 2026 |
| J. Mark Nickell & Co. | History | Added to | 38,585 | 3,035 | 3.15% | 2.52% | 316 | +976 | 2.6% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 38,327 | 3,014 | 0.42% | 0.42% | 317 | -3,243 | -7.8% | Q1 2026 | Apr 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 38,290 | 3,012 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,423 | 3,010 | 0.02% | 0.02% | 319 | +6,193 | 17.58% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 38,080 | 2,995 | 0.44% | 0.45% | 320 | -34,766 | -47.73% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | Added to | 38,047 | 2,992 | 0.16% | 0.16% | 321 | +412 | 1.09% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | New | 37,853 | 2,977 | 0.77% | — | 322 | +37,853 | New | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 37,319 | 2,935 | 0.41% | 0.53% | 323 | -15,982 | -29.98% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 37,144 | 2,921 | 0.06% | 0.05% | 324 | +762 | 2.09% | Q1 2026 | May 14, 2026 |
| Beckerman Institutional, LLC | History | Added to | 36,920 | 2,904 | 1.54% | 1.39% | 325 | +2,926 | 8.61% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,370 | 2,860 | 0.06% | 0.04% | 326 | +10,144 | 38.68% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 36,303 | 2,855 | 0.32% | — | 328 | +36,303 | New | Q1 2026 | May 11, 2026 |
| Capital Advantage, Inc. | History | Added to | 36,302 | 2,855 | 0.37% | 0.27% | 327 | +8,417 | 30.18% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 35,184 | 2,767 | 0.11% | 0.09% | 329 | +1,535 | 4.56% | Q1 2026 | May 11, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 34,288 | 2,697 | 1.36% | 1.22% | 330 | +1,282 | 3.88% | Q1 2026 | Apr 16, 2026 |
| MA Private Wealth | History | No change | 33,995 | 2,674 | 0.45% | 0.41% | 331 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Added to | 33,826 | 2,660 | 0.34% | 0.31% | 332 | +887 | 2.69% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 33,590 | 2,642 | 0.79% | 0.75% | 333 | +590 | 1.79% | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | Added to | 33,515 | 2,636 | 2.08% | 1.17% | 334 | +14,912 | 80.16% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 33,189 | 2,610 | 0.01% | 0.01% | 335 | +7,464 | 29.01% | Q1 2026 | May 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 32,904 | 2,588 | 0.28% | 0.25% | 336 | +155 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 32,361 | 2,545 | 0.29% | 0.26% | 337 | +429 | 1.34% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 32,120 | 2,526 | 0.02% | 0.01% | 338 | -329 | -1.01% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 31,936 | 2,512 | 0.08% | 0.08% | 339 | +3,390 | 11.88% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 31,366 | 2,467 | 0.26% | 0.55% | 340 | -42,398 | -57.48% | Q1 2026 | Apr 13, 2026 |
| WT Wealth Management | History | Reduced | 31,358 | 2,466 | 0.73% | 0.71% | 341 | -2,612 | -7.69% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Reduced | 31,000 | 2,465 | 0.39% | 0.41% | 342 | -1,041 | -3.25% | Q1 2026 | Apr 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 31,309 | 2,462 | 0.75% | 0.51% | 343 | +8,997 | 40.32% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,237 | 2,449 | 0.0% | 0.0% | 344 | -7,749 | -19.88% | Q1 2026 | Apr 08, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 30,397 | 2,391 | 2.49% | 4.93% | 345 | -29,380 | -49.15% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 32,791 | 2,383 | 0.05% | 0.05% | 346 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 30,223 | 2,377 | 0.33% | 0.52% | 347 | -21,268 | -41.3% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 30,133 | 2,370 | 0.1% | 0.1% | 348 | +2,116 | 7.55% | Q1 2026 | Apr 28, 2026 |
| Balance Wealth, LLC | History | Added to | 29,941 | 2,355 | 0.73% | 0.52% | 349 | +7,443 | 33.08% | Q1 2026 | Apr 20, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 29,758 | 2,340 | 1.02% | 0.73% | 350 | +7,488 | 33.62% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 29,743 | 2,339 | 0.25% | 0.23% | 351 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fusion Family Wealth, LLC | History | No change | 29,607 | 2,328 | 0.17% | 0.16% | 352 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 29,323 | 2,306 | 0.16% | 0.15% | 353 | +1,172 | 4.16% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 29,098 | 2,288 | 0.26% | 0.26% | 354 | -1,437 | -4.71% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 28,726 | 2,259 | 0.28% | 0.27% | 355 | -1,791 | -5.87% | Q1 2026 | Apr 21, 2026 |
| Hirtle & Co., LLC | History | Reduced | 28,228 | 2,220 | 0.08% | 0.09% | 356 | -7,943 | -21.96% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 28,126 | 2,212 | 0.61% | 0.57% | 357 | -1,152 | -3.93% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | No change | 27,895 | 2,194 | 0.35% | 0.33% | 358 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 24,077 | 2,192 | 0.17% | 0.17% | 359 | -1,645 | -6.4% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,854 | 2,191 | 0.02% | 0.03% | 360 | -1,167 | -4.02% | Q1 2026 | May 13, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | New | 27,830 | 2,189 | 0.91% | — | 361 | +27,830 | New | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 27,629 | 2,173 | 0.01% | 0.01% | 362 | +12,427 | 81.75% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Reduced | 27,121 | 2,133 | 0.6% | 0.58% | 363 | -734 | -2.64% | Q1 2026 | May 06, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 26,835 | 2,110 | 0.59% | 0.52% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 26,677 | 2,098 | 0.08% | 0.34% | 365 | -14,947 | -35.91% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 23,055 | 2,091 | 0.29% | 0.26% | 366 | -1,063 | -4.41% | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 23,090 | 2,088 | 0.59% | 0.51% | 367 | +1,677 | 7.83% | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 26,536 | 2,087 | 0.14% | 0.13% | 368 | -201 | -0.75% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 28,697 | 2,085 | 0.07% | 0.07% | 369 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 26,368 | 2,074 | 0.01% | 0.02% | 370 | -14,303 | -35.17% | Q1 2026 | May 08, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 26,332 | 2,071 | 0.93% | 0.93% | 371 | -4,544 | -14.72% | Q1 2026 | May 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 26,301 | 2,068 | 0.44% | 0.42% | 372 | -1,192 | -4.34% | Q1 2026 | May 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 26,129 | 2,055 | 0.62% | 0.51% | 373 | +2,436 | 10.28% | Q1 2026 | Apr 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 26,120 | 2,054 | 0.08% | 0.1% | 374 | -7,838 | -23.08% | Q1 2026 | May 13, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 25,576 | 2,011 | 0.24% | 0.22% | 375 | -355 | -1.37% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 25,541 | 2,009 | 0.16% | 0.12% | 376 | +4,981 | 24.23% | Q1 2026 | May 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 22,276 | 1,997 | 0.82% | 0.75% | 377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 25,152 | 1,978 | 0.01% | 0.01% | 378 | +1,127 | 4.69% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 24,984 | 1,965 | 0.07% | 0.1% | 379 | -15,550 | -38.36% | Q1 2026 | Apr 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 24,607 | 1,935 | 0.52% | 0.48% | 380 | -2,385 | -8.84% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Added to | 23,933 | 1,882 | 0.63% | 0.41% | 381 | +5,532 | 30.06% | Q1 2026 | May 21, 2026 |
| Royal Harbor Partners, LLC | History | New | 23,912 | 1,880 | 0.64% | — | 383 | +23,912 | New | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 23,902 | 1,880 | 0.58% | 0.33% | 382 | +2,439 | 11.36% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 23,773 | 1,870 | 0.03% | 0.03% | 384 | -1,187 | -4.76% | Q1 2026 | May 07, 2026 |
| Terra Nova Asset Management LLC | History | New | 23,617 | 1,857 | 1.37% | — | 385 | +23,617 | New | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,523 | 1,850 | 0.03% | 0.01% | 386 | +14,228 | 153.07% | Q1 2026 | May 18, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 33,580 | 1,849 | 0.58% | 0.2% | 387 | +19,104 | 131.97% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 23,490 | 1,847 | 0.03% | 0.03% | 388 | +259 | 1.11% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,995 | 1,808 | 0.0% | 0.0% | 389 | +3,309 | 16.81% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 20,131 | 1,804 | 1.02% | — | 390 | +20,131 | New | Q1 2026 | May 19, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 22,820 | 1,794 | 0.2% | 0.08% | 391 | +12,486 | 120.82% | Q1 2026 | Apr 16, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 22,682 | 1,784 | 3.22% | 2.67% | 392 | +1,790 | 8.57% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,594 | 1,777 | 0.06% | 0.04% | 393 | +930 | 4.29% | Q1 2026 | Apr 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 22,370 | 1,759 | 0.02% | — | 394 | +22,370 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 22,348 | 1,757 | 0.08% | 0.11% | 395 | -9,887 | -30.67% | Q1 2026 | May 12, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 22,236 | 1,749 | 0.69% | 1.05% | 396 | -16,000 | -41.85% | Q1 2026 | Apr 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,068 | 1,735 | 0.02% | 0.02% | 397 | +3,851 | 21.14% | Q1 2026 | Apr 23, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 21,944 | 1,726 | 1.26% | 1.18% | 398 | +214 | 0.98% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,782 | 1,713 | 0.06% | 0.07% | 399 | -4,415 | -16.85% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 21,525 | 1,693 | 0.14% | 0.13% | 400 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 21,465 | 1,688 | 0.02% | — | 401 | +21,465 | New | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 21,310 | 1,676 | 0.46% | 0.7% | 402 | -17,400 | -44.95% | Q1 2026 | Apr 28, 2026 |
| Advocate Investing Services LLC | History | No change | 21,272 | 1,673 | 1.42% | 1.38% | 403 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 18,742 | 1,669 | 0.11% | 0.09% | 404 | -256 | -1.35% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 21,208 | 1,668 | 0.02% | — | 405 | +21,208 | New | Q1 2026 | May 12, 2026 |
| UNITED BANK | History | Reduced | 21,075 | 1,657 | 0.21% | 0.38% | 406 | -18,902 | -47.28% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 20,900 | 1,643 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 20,303 | 1,597 | 0.04% | 0.04% | 408 | -3,363 | -14.21% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 20,268 | 1,594 | 0.17% | 0.16% | 409 | +64 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,131 | 1,586 | 0.03% | 0.02% | 410 | +819 | 4.24% | Q1 2026 | Apr 14, 2026 |
| Stelac Advisory Services LLC | History | Added to | 20,146 | 1,584 | 0.32% | 0.48% | 411 | +1,526 | 8.2% | Q1 2026 | May 08, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 19,857 | 1,561 | 0.26% | 0.14% | 412 | +4,857 | 32.38% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,571 | 1,539 | 0.02% | 0.02% | 413 | +5,507 | 39.16% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 19,563 | 1,538 | 0.18% | 0.16% | 414 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 19,122 | 1,504 | 0.03% | 0.03% | 415 | -617 | -3.13% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 20,643 | 1,500 | 0.1% | 0.1% | 416 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | No change | 19,011 | 1,495 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 18,980 | 1,493 | 0.01% | 0.01% | 418 | +5,544 | 41.26% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Added to | 18,975 | 1,492 | 0.48% | 0.37% | 419 | +3,533 | 22.88% | Q1 2026 | May 01, 2026 |
| Campion Asset Management | History | Added to | 18,944 | 1,490 | 1.01% | 0.95% | 420 | +93 | 0.49% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | New | 16,958 | 1,488 | 0.2% | — | 421 | +16,958 | New | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Reduced | 18,736 | 1,473 | 0.04% | 0.03% | 422 | -1,029 | -5.21% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 18,658 | 1,467 | 0.1% | 0.09% | 423 | +513 | 2.83% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,476 | 1,453 | 0.03% | 0.04% | 424 | -5,103 | -21.64% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,103 | 1,423 | 0.02% | 0.01% | 425 | +12,277 | 210.73% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 18,060 | 1,421 | 0.0% | 0.0% | 426 | +2,370 | 15.11% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 18,046 | 1,419 | 0.28% | 0.31% | 427 | +93 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,807 | 1,400 | 0.01% | 0.01% | 428 | +369 | 2.12% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,637 | 1,387 | 0.02% | 0.01% | 429 | +5,788 | 48.85% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 15,393 | 1,380 | 0.1% | 0.09% | 430 | -2,355 | -13.27% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,436 | 1,372 | 0.0% | — | 431 | +17,436 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 17,118 | 1,346 | 0.01% | 0.01% | 432 | +708 | 4.31% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 16,968 | 1,334 | 0.0% | 0.0% | 433 | -5,401 | -24.15% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 16,961 | 1,334 | 0.62% | 0.58% | 434 | -74 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 16,838 | 1,324 | 0.0% | 0.0% | 435 | +4,972 | 41.9% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 16,750 | 1,317 | 0.41% | 0.36% | 436 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 16,327 | 1,284 | 0.74% | 0.6% | 437 | +1,742 | 11.94% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,045 | 1,262 | 0.01% | 0.01% | 438 | +1,364 | 9.29% | Q1 2026 | May 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 15,987 | 1,257 | 0.45% | 0.42% | 439 | -250 | -1.54% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 15,943 | 1,254 | 0.02% | 0.01% | 440 | +604 | 3.94% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,838 | 1,245 | 0.0% | 0.01% | 441 | -985,820 | -98.42% | Q1 2026 | May 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 21,525 | 1,239 | 0.83% | 4.63% | 442 | -79,829 | -78.76% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 15,586 | 1,226 | 0.01% | 0.01% | 443 | -456 | -2.84% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 15,553 | 1,223 | 0.23% | 0.25% | 444 | -2,429 | -13.51% | Q1 2026 | Apr 24, 2026 |
| JBGlobal.com LLC | History | New | 15,500 | 1,219 | 1.2% | — | 445 | +15,500 | New | Q1 2026 | Apr 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 16,600 | 1,206 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AWM CAPITAL, LLC | History | New | 15,250 | 1,199 | 0.11% | — | 447 | +15,250 | New | Q1 2026 | May 12, 2026 |
| Banque Transatlantique SA | History | New | 15,033 | 1,182 | 0.03% | — | 448 | +15,033 | New | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 13,865 | 1,175 | 0.04% | 0.04% | 449 | -1,147 | -7.64% | Q1 2026 | Apr 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 14,935 | 1,174 | 0.52% | 0.47% | 450 | -336 | -2.2% | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 14,803 | 1,164 | 0.11% | 0.1% | 451 | +45 | 0.3% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 14,782 | 1,162 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,722 | 1,158 | 0.04% | 0.03% | 453 | +702 | 5.01% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,719 | 1,157 | 0.01% | 0.0% | 454 | +10,464 | 245.92% | Q1 2026 | May 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 14,704 | 1,156 | 0.1% | 0.1% | 455 | -1,352 | -8.42% | Q1 2026 | Apr 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 14,688 | 1,155 | 0.57% | 0.73% | 457 | -4,811 | -24.67% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | Reduced | 14,679 | 1,155 | 0.0% | 0.0% | 456 | -76 | -0.52% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | No change | 14,410 | 1,146 | 0.86% | 0.79% | 458 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 14,525 | 1,142 | 0.76% | 0.67% | 459 | +210 | 1.47% | Q1 2026 | Apr 21, 2026 |
| STEPH & CO | History | Added to | 14,487 | 1,139 | 0.32% | 0.25% | 460 | +2,403 | 19.89% | Q1 2026 | Apr 17, 2026 |
| Ascent Group, LLC | History | Reduced | 14,387 | 1,131 | 0.04% | 0.04% | 461 | -95 | -0.66% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 14,317 | 1,126 | 0.07% | 0.06% | 462 | +938 | 7.01% | Q1 2026 | Apr 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 14,286 | 1,123 | 0.11% | 0.23% | 463 | -17,160 | -54.57% | Q1 2026 | Apr 30, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 14,227 | 1,119 | 0.07% | 0.07% | 464 | -979 | -6.44% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 135,583 | 1,115 | 0.05% | 0.04% | 465 | -22,614 | -14.29% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 14,164 | 1,114 | 0.15% | 0.15% | 466 | -260 | -1.8% | Q1 2026 | May 11, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 13,994 | 1,100 | 1.15% | 1.05% | 467 | -184 | -1.3% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 13,945 | 1,096 | 0.04% | 0.04% | 468 | +1,846 | 15.26% | Q1 2026 | May 12, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 13,853 | 1,089 | 0.21% | 0.19% | 469 | +1,409 | 11.32% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 13,805 | 1,085 | 0.08% | 0.08% | 470 | -65 | -0.47% | Q1 2026 | May 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 14,871 | 1,080 | 0.43% | 0.43% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 13,591 | 1,069 | 0.14% | 0.13% | 472 | -1,062 | -7.25% | Q1 2026 | May 05, 2026 |
| HANOVER ADVISORS INC | History | Added to | 13,551 | 1,065 | 0.43% | 0.31% | 473 | +2,386 | 21.37% | Q1 2026 | May 07, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 13,398 | 1,053 | 0.33% | 0.38% | 474 | -3,420 | -20.34% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,268 | 1,043 | 0.0% | 0.0% | 475 | +1,130 | 9.31% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,193 | 1,037 | 0.0% | 0.0% | 476 | -1,756 | -11.75% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,169 | 1,035 | 0.08% | 0.09% | 477 | -1,517 | -10.33% | Q1 2026 | Apr 22, 2026 |
| Abbot Financial Management, Inc. | History | New | 13,020 | 1,024 | 0.43% | — | 479 | +13,020 | New | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 13,019 | 1,024 | 0.14% | 0.12% | 478 | +776 | 6.34% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,875 | 1,012 | 0.01% | 0.01% | 480 | +2,892 | 28.97% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,868 | 1,012 | 0.01% | 0.01% | 481 | -1,261 | -8.92% | Q1 2026 | May 13, 2026 |
| MRWM Advisors, LLC | History | New | 12,830 | 1,009 | 0.55% | — | 482 | +12,830 | New | Q1 2026 | Apr 20, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 12,773 | 1,005 | 0.07% | — | 483 | +12,773 | New | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 12,767 | 1,004 | 0.11% | 0.17% | 484 | -809 | -5.96% | Q1 2026 | May 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 12,478 | 981 | 0.18% | 0.17% | 485 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 12,436 | 978 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 12,382 | 973 | 0.02% | 0.02% | 487 | +224 | 1.84% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 12,354 | 971 | 0.01% | 0.03% | 488 | -31,708 | -71.96% | Q1 2026 | May 15, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 12,350 | 971 | 0.6% | — | 489 | +12,350 | New | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 12,301 | 967 | 0.01% | 0.01% | 490 | +1,201 | 10.82% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 12,300 | 967 | 0.08% | 0.07% | 491 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 12,048 | 947 | 0.09% | 0.09% | 492 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | No change | 11,992 | 943 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 11,977 | 942 | 0.28% | 0.37% | 494 | -5,314 | -30.73% | Q1 2026 | May 07, 2026 |
| Rede Wealth, LLC | History | Added to | 11,942 | 939 | 0.34% | 0.21% | 495 | +3,730 | 45.42% | Q1 2026 | Apr 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,891 | 935 | 0.05% | 0.05% | 496 | -619 | -4.95% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 12,355 | 933 | 0.03% | 0.02% | 497 | +4,914 | 66.04% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,832 | 930 | 0.01% | 0.02% | 498 | +1,372 | 13.12% | Q1 2026 | May 15, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | New | 11,761 | 925 | 0.78% | — | 501 | +11,761 | New | Q1 2026 | Apr 17, 2026 |
| SMI Advisory Services, LLC | History | New | 11,653 | 925 | 0.15% | — | 500 | +11,653 | New | Q1 2026 | Apr 07, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 11,762 | 925 | 0.41% | 0.29% | 499 | +3,133 | 36.31% | Q1 2026 | May 04, 2026 |
| NATIXIS | History | Added to | 12,100 | 924 | 0.0% | 0.0% | 502 | +2,281 | 23.23% | Q1 2026 | May 14, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 11,755 | 924 | 0.86% | 0.83% | 503 | -810 | -6.45% | Q1 2026 | Apr 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 11,575 | 910 | 0.31% | 0.44% | 504 | -5,852 | -33.58% | Q1 2026 | May 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 11,491 | 903 | 0.09% | 0.09% | 505 | -601 | -4.97% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 11,397 | 896 | 0.03% | 0.01% | 506 | +7,495 | 192.08% | Q1 2026 | May 13, 2026 |
| Commerce Advisors, LLC | History | New | 11,357 | 893 | 0.75% | — | 507 | +11,357 | New | Q1 2026 | May 12, 2026 |
| Wright Wealth LLC | History | Reduced | 11,351 | 892 | 0.6% | 0.8% | 508 | -5,625 | -33.14% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 11,131 | 875 | 0.04% | 0.24% | 509 | -54,210 | -82.96% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 11,101 | 873 | 0.05% | 0.01% | 510 | +8,292 | 295.19% | Q1 2026 | May 11, 2026 |
| W ADVISORS, LLC | History | No change | 11,098 | 872 | 0.45% | 0.41% | 511 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 11,066 | 870 | 0.18% | 0.15% | 512 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,751 | 868 | 0.02% | — | 513 | +9,751 | New | Q1 2026 | May 01, 2026 |
| OLIO Financial Planning | History | Reduced | 11,034 | 867 | 0.24% | 0.25% | 514 | -1,046 | -8.66% | Q1 2026 | Apr 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 11,010 | 866 | 0.22% | 0.2% | 515 | -1,014 | -8.43% | Q1 2026 | Apr 28, 2026 |
| American Trust Investment Advisors, LLC | History | New | 10,980 | 863 | 0.48% | — | 516 | +10,980 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,950 | 861 | 0.01% | 0.01% | 517 | -210 | -1.88% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 10,900 | 857 | 0.0% | — | 518 | +10,900 | New | Q1 2026 | May 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 10,883 | 856 | 0.46% | 0.41% | 519 | +478 | 4.59% | Q1 2026 | May 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,838 | 852 | 0.05% | 0.04% | 520 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 10,817 | 850 | 0.0% | 0.0% | 521 | +161 | 1.51% | Q1 2026 | May 14, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 10,776 | 847 | 0.82% | 0.94% | 522 | -2,400 | -18.21% | Q1 2026 | May 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 10,648 | 837 | 0.0% | — | 523 | +10,648 | New | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 10,597 | 833 | 0.19% | 0.2% | 524 | -1,771 | -14.32% | Q1 2026 | Apr 27, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 10,595 | 833 | 0.11% | 0.11% | 525 | +88 | 0.84% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 10,529 | 828 | 0.05% | 0.06% | 526 | -6,347 | -37.61% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 10,474 | 823 | 0.13% | 0.16% | 527 | -663 | -5.95% | Q1 2026 | Apr 10, 2026 |
| Bulwark Capital Corp | History | Added to | 10,419 | 819 | 0.5% | 0.52% | 528 | +263 | 2.59% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,311 | 811 | 0.0% | 0.0% | 529 | +113 | 1.11% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | New | 8,862 | 806 | 0.13% | — | 531 | +8,862 | New | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,258 | 806 | 0.02% | 0.02% | 530 | +785 | 8.29% | Q1 2026 | Apr 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,234 | 805 | 0.01% | 0.01% | 532 | +368 | 3.73% | Q1 2026 | Apr 10, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 10,143 | 797 | 0.02% | 0.02% | 533 | +2,981 | 41.62% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 10,034 | 789 | 0.05% | 0.04% | 534 | +1,231 | 13.98% | Q1 2026 | May 07, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 10,006 | 787 | 0.07% | — | 535 | +10,006 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 9,920 | 780 | 0.01% | 0.01% | 536 | +384 | 4.03% | Q1 2026 | Apr 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,914 | 779 | 0.01% | 0.01% | 537 | +2,115 | 27.12% | Q1 2026 | May 06, 2026 |
| Canal Capital Management, LLC | History | Reduced | 9,890 | 777 | 0.11% | 0.14% | 538 | -3,370 | -25.41% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,851 | 774 | 0.04% | 0.04% | 539 | +171 | 1.77% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 9,794 | 770 | 0.0% | 0.0% | 540 | +2,288 | 30.48% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 9,786 | 769 | 0.1% | — | 541 | +9,786 | New | Q1 2026 | Apr 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 9,750 | 766 | 0.09% | 0.07% | 542 | +847 | 9.51% | Q1 2026 | May 04, 2026 |
| High Falls Advisors, Inc | History | No change | 10,482 | 761 | 0.15% | 0.15% | 543 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 9,505 | 747 | 0.59% | 0.51% | 544 | -225 | -2.31% | Q1 2026 | Apr 13, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,481 | 745 | 0.15% | 0.17% | 545 | -1,945 | -17.02% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 9,463 | 744 | 0.09% | 0.48% | 546 | -38,595 | -80.31% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 9,420 | 741 | 0.0% | 0.0% | 547 | +668 | 7.63% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 9,402 | 739 | 0.13% | 0.14% | 548 | -1,657 | -14.98% | Q1 2026 | Apr 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 9,369 | 736 | 0.05% | 0.05% | 549 | -939 | -9.11% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 9,169 | 721 | 0.01% | 0.01% | 550 | +60 | 0.66% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,114 | 716 | 0.09% | 0.13% | 551 | -3,553 | -28.05% | Q1 2026 | Apr 21, 2026 |
| HORAN Wealth, LLC | History | Reduced | 9,090 | 715 | 0.07% | 0.11% | 552 | -1,000 | -9.91% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,032 | 710 | 0.03% | 0.03% | 553 | -682 | -7.02% | Q1 2026 | May 18, 2026 |
| Neumann Capital Management, LLC | History | Added to | 9,033 | 710 | 0.21% | 0.19% | 554 | +33 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,010 | 708 | 0.01% | 0.02% | 556 | -6,612 | -42.32% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,012 | 708 | 0.04% | 0.03% | 555 | +877 | 10.78% | Q1 2026 | Apr 23, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 8,990 | 707 | 0.4% | 0.38% | 557 | -316 | -3.4% | Q1 2026 | Apr 16, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,964 | 705 | 0.28% | 0.24% | 558 | +857 | 10.57% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 8,954 | 704 | 0.05% | 2.23% | 561 | -444,841 | -98.03% | Q1 2026 | Apr 10, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 8,953 | 704 | 0.14% | 0.14% | 560 | -250 | -2.72% | Q1 2026 | Apr 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 8,961 | 704 | 0.19% | 0.18% | 559 | -70 | -0.78% | Q1 2026 | May 08, 2026 |
| Legacy Trust | History | Added to | 8,922 | 701 | 0.13% | 0.06% | 562 | +4,290 | 92.62% | Q1 2026 | Apr 14, 2026 |
| J2 Capital Management Inc | History | Reduced | 8,901 | 700 | 0.48% | 0.8% | 563 | -6,245 | -41.23% | Q1 2026 | Apr 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 8,875 | 698 | 0.08% | 0.07% | 564 | +333 | 3.9% | Q1 2026 | May 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 8,859 | 696 | 0.11% | 0.13% | 565 | -1,830 | -17.12% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,852 | 696 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 8,811 | 693 | 0.38% | 0.35% | 567 | -735 | -7.7% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Reduced | 8,790 | 691 | 0.08% | 0.09% | 568 | -1,426 | -13.96% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,819 | 690 | 0.17% | — | 569 | +8,819 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 8,580 | 674 | 0.05% | 0.04% | 570 | -993 | -10.37% | Q1 2026 | May 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 8,571 | 674 | 0.23% | 0.22% | 571 | -361 | -4.04% | Q1 2026 | May 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 8,530 | 670 | 0.21% | 0.2% | 572 | -820 | -8.77% | Q1 2026 | Apr 17, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 8,510 | 669 | 0.06% | 0.06% | 573 | -749 | -8.09% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,408 | 661 | 0.01% | 0.01% | 574 | -202 | -2.35% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 8,395 | 660 | 0.11% | 0.08% | 575 | +1,357 | 19.28% | Q1 2026 | Apr 22, 2026 |
| Austin Private Wealth, LLC | History | No change | 9,004 | 654 | 0.05% | 0.05% | 576 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| F&V Capital Management, LLC | History | Added to | 8,220 | 647 | 0.14% | 0.12% | 577 | +400 | 5.12% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,212 | 645 | 0.04% | 0.06% | 578 | -6,495 | -44.16% | Q1 2026 | Apr 09, 2026 |
| EWA, LLC | History | Reduced | 8,124 | 639 | 0.14% | 1.64% | 579 | -84,433 | -91.22% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 8,106 | 637 | 0.0% | 0.0% | 580 | +309 | 3.96% | Q1 2026 | May 06, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 8,739 | 635 | 0.81% | — | 581 | +8,739 | New | Q1 2026 | May 07, 2026 |
| Mittelman Wealth Management | History | Reduced | 7,903 | 621 | 0.39% | 0.4% | 582 | -660 | -7.71% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,888 | 620 | 0.08% | 0.07% | 583 | +285 | 3.75% | Q1 2026 | Apr 23, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 7,841 | 616 | 0.44% | 0.43% | 584 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,705 | 608 | 0.03% | 0.03% | 585 | -401 | -4.95% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | Added to | 7,725 | 607 | 0.05% | 0.05% | 586 | +215 | 2.86% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 7,625 | 599 | 0.0% | — | 587 | +7,625 | New | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 7,611 | 598 | 0.05% | 0.03% | 588 | +2,088 | 37.81% | Q1 2026 | Apr 13, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 7,600 | 597 | 0.36% | 0.35% | 589 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,528 | 592 | 0.02% | 0.03% | 590 | -156 | -2.03% | Q1 2026 | May 19, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,364 | 579 | 0.08% | 0.08% | 591 | -980 | -11.74% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,958 | 578 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 7,309 | 574 | 0.5% | 0.36% | 594 | +1,750 | 31.48% | Q1 2026 | Apr 21, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 7,298 | 574 | 0.25% | 0.24% | 593 | -173 | -2.32% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 7,267 | 571 | 0.05% | — | 595 | +7,267 | New | Q1 2026 | May 12, 2026 |
| Asempa Wealth Advisors | History | Reduced | 7,171 | 570 | 0.5% | 0.45% | 596 | -2 | -0.03% | Q1 2026 | Apr 08, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 7,224 | 568 | 0.0% | 0.0% | 597 | -684 | -8.65% | Q1 2026 | May 08, 2026 |
| LPWM LLC | History | Reduced | 7,187 | 565 | 0.14% | 0.16% | 598 | -1,437 | -16.66% | Q1 2026 | Apr 08, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 7,166 | 563 | 0.03% | 0.03% | 599 | +591 | 8.99% | Q1 2026 | Apr 27, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 7,138 | 561 | 0.12% | 0.16% | 600 | -28 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 7,126 | 560 | 0.05% | 0.05% | 601 | -1,015 | -12.47% | Q1 2026 | Apr 07, 2026 |
| Csenge Advisory Group | History | Added to | 7,119 | 559 | 0.03% | 0.02% | 602 | +410 | 6.11% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,084 | 557 | 0.01% | 0.01% | 603 | +646 | 10.03% | Q1 2026 | Apr 22, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | New | 7,009 | 551 | 0.33% | — | 604 | +7,009 | New | Q1 2026 | Apr 21, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 6,995 | 550 | 0.33% | — | 605 | +6,995 | New | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 6,962 | 547 | 0.2% | 0.14% | 606 | +1,657 | 31.23% | Q1 2026 | May 08, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,955 | 547 | 0.36% | 0.35% | 607 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,948 | 546 | 0.18% | 0.14% | 608 | -220 | -3.07% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | New | 6,939 | 545 | 0.0% | — | 609 | +6,939 | New | Q1 2026 | May 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 6,917 | 544 | 0.45% | 0.6% | 610 | -2,766 | -28.57% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | Reduced | 6,877 | 540 | 0.02% | 0.02% | 611 | -1,761 | -20.39% | Q1 2026 | Apr 13, 2026 |
| Maia Wealth LLC | History | Reduced | 6,691 | 526 | 0.09% | 0.1% | 612 | -372 | -5.27% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,638 | 522 | 0.02% | 0.03% | 613 | -1,260 | -15.95% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Added to | 5,417 | 520 | 0.05% | 0.03% | 614 | +2,390 | 78.96% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,600 | 519 | 0.09% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Walsh & Associates, LLC | History | No change | 6,601 | 519 | 0.51% | 0.47% | 616 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,583 | 517 | 0.03% | 0.04% | 617 | -1,146 | -14.83% | Q1 2026 | Apr 29, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 6,516 | 512 | 0.18% | 0.22% | 618 | +525 | 8.76% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | New | 6,486 | 510 | 0.05% | — | 621 | +6,486 | New | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,495 | 510 | 0.02% | 0.02% | 620 | -911 | -12.3% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,760 | 510 | 0.03% | 0.02% | 619 | +411 | 6.47% | Q1 2026 | Apr 24, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 6,445 | 506 | 0.35% | 0.29% | 622 | +500 | 8.41% | Q1 2026 | May 06, 2026 |
| Veltria Advisors Corp. | History | Added to | 5,389 | 505 | 1.68% | 1.4% | 623 | +1,211 | 28.99% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,414 | 504 | 0.02% | 0.01% | 624 | +3,429 | 114.87% | Q1 2026 | Apr 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 6,332 | 498 | 0.1% | — | 626 | +6,332 | New | Q1 2026 | Apr 13, 2026 |
| PDS Planning, Inc | History | Reduced | 6,340 | 498 | 0.03% | 0.04% | 625 | -1,038 | -14.07% | Q1 2026 | Apr 21, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 6,288 | 494 | 0.01% | — | 627 | +6,288 | New | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Added to | 6,206 | 488 | 0.11% | 0.09% | 628 | +481 | 8.4% | Q1 2026 | Apr 27, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 6,202 | 487 | 0.13% | 0.13% | 629 | -169 | -2.65% | Q1 2026 | May 11, 2026 |
| Ashford Advisors, LLC | History | No change | 6,142 | 483 | 0.11% | 0.1% | 630 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 6,107 | 480 | 0.01% | 0.01% | 631 | -24 | -0.39% | Q1 2026 | Apr 13, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 6,107 | 480 | 0.03% | 0.03% | 632 | -24 | -0.39% | Q1 2026 | Apr 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,028 | 474 | 0.05% | 0.05% | 633 | -788 | -11.56% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 5,968 | 469 | 0.06% | 0.06% | 634 | -903 | -13.14% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,957 | 468 | 0.01% | 0.01% | 635 | -277 | -4.44% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | Added to | 5,902 | 464 | 0.04% | 0.0% | 636 | +5,201 | 741.94% | Q1 2026 | May 07, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 5,905 | 464 | 0.4% | 0.38% | 637 | -93 | -1.55% | Q1 2026 | Apr 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 5,825 | 458 | 0.06% | 0.06% | 638 | -202 | -3.35% | Q1 2026 | Apr 23, 2026 |
| Elser Financial Planning, Inc | History | New | 5,880 | 456 | 0.02% | — | 639 | +5,880 | New | Q1 2026 | Apr 15, 2026 |
| Miller Global Investments, LLC | History | Reduced | 5,714 | 449 | 0.41% | 0.39% | 640 | -252 | -4.22% | Q1 2026 | Apr 06, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 5,667 | 445 | 0.0% | 0.01% | 642 | -1,124 | -16.55% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 5,660 | 445 | 0.01% | 0.01% | 643 | +708 | 14.3% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,666 | 445 | 0.03% | 0.03% | 641 | +50 | 0.89% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 5,656 | 444 | 0.01% | 0.0% | 644 | +697 | 14.06% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,609 | 441 | 0.0% | — | 645 | +5,609 | New | Q1 2026 | May 12, 2026 |
| GreatBanc Trust CO | History | Added to | 5,585 | 439 | 0.31% | 0.28% | 646 | +45 | 0.81% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 5,580 | 438 | 0.03% | — | 647 | +5,580 | New | Q1 2026 | May 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 6,013 | 437 | 0.06% | 0.06% | 648 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 5,553 | 436 | 0.28% | 0.27% | 649 | -409 | -6.86% | Q1 2026 | Apr 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 5,516 | 433 | 0.03% | 0.09% | 652 | -524,477 | -98.96% | Q1 2026 | May 12, 2026 |
| Latitude Advisors, LLC | History | Reduced | 5,507 | 433 | 0.2% | 0.22% | 650 | -1,244 | -18.43% | Q1 2026 | Apr 27, 2026 |
| Morling Financial Advisors, LLC | History | No change | 5,509 | 433 | 0.13% | 0.13% | 651 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Detalus Advisors, LLC | History | Reduced | 5,503 | 432 | 0.1% | 0.1% | 654 | -49 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,500 | 432 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Reduced | 5,420 | 426 | 0.09% | 0.09% | 655 | -367 | -6.34% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 5,400 | 424 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | No change | 5,382 | 423 | 0.12% | 0.11% | 657 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 5,371 | 422 | 0.06% | 0.06% | 658 | +17 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 5,298 | 416 | 0.1% | 0.1% | 661 | -521 | -8.95% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,293 | 416 | 0.04% | 0.04% | 659 | -340 | -6.04% | Q1 2026 | Apr 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,292 | 416 | 0.15% | 0.15% | 662 | -198 | -3.61% | Q1 2026 | Apr 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,290 | 416 | 0.01% | 0.01% | 660 | +20 | 0.38% | Q1 2026 | Apr 07, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 5,270 | 414 | 0.02% | 0.03% | 663 | -1,911 | -26.61% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 5,189 | 408 | 0.13% | 0.13% | 665 | -526 | -9.2% | Q1 2026 | Apr 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 5,193 | 408 | 0.04% | 0.04% | 664 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,182 | 407 | 0.0% | 0.0% | 666 | -819 | -13.65% | Q1 2026 | May 15, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 5,168 | 406 | 0.19% | 0.19% | 667 | -406 | -7.28% | Q1 2026 | Apr 24, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,091 | 400 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Phoenix Financial Ltd. | History | No change | 5,082 | 399 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 5T Wealth, LLC | History | Reduced | 5,032 | 395 | 0.16% | 0.15% | 670 | -37 | -0.73% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,422 | 394 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 5,007 | 393 | 0.0% | 0.0% | 672 | +1,110 | 28.48% | Q1 2026 | May 13, 2026 |
| Cove Private Wealth, LLC | History | No change | 5,000 | 393 | 0.09% | 0.11% | 673 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Athena Investment Management | History | No change | 4,940 | 388 | 0.2% | 0.18% | 674 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DF DENT & CO INC | History | No change | 4,930 | 387 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | No change | 4,920 | 387 | 0.06% | 0.06% | 676 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 4,881 | 383 | 0.01% | 0.01% | 677 | -81 | -1.63% | Q1 2026 | Apr 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 6,119 | 373 | 0.03% | 0.03% | 678 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | New | 4,727 | 371 | 0.01% | — | 679 | +4,727 | New | Q1 2026 | Apr 09, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,713 | 370 | 0.1% | 0.09% | 680 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 5,084 | 369 | 0.03% | 0.03% | 681 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 3,023 | 368 | 0.14% | 1.44% | 682 | -46,874 | -93.94% | Q1 2026 | Apr 29, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 4,691 | 368 | 0.12% | 0.16% | 683 | -2,269 | -32.6% | Q1 2026 | Apr 08, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 4,667 | 367 | 0.33% | 0.31% | 684 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,634 | 364 | 0.27% | 0.28% | 686 | +44 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Allie Family Office LLC | History | No change | 4,639 | 364 | 0.16% | 0.16% | 685 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 4,610 | 362 | 0.17% | 0.17% | 687 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 4,600 | 361 | 0.15% | 0.21% | 688 | -1,953 | -29.8% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,539 | 357 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | Reduced | 4,512 | 355 | 0.05% | 0.05% | 690 | -16 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 4,462 | 350 | 0.08% | 0.07% | 691 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PUREfi Wealth, LLC | History | New | 4,400 | 346 | 0.23% | — | 692 | +4,400 | New | Q1 2026 | Apr 28, 2026 |
| Chatterton & Associates Inc. | History | Added to | 4,085 | 345 | 0.24% | 0.19% | 694 | +967 | 31.01% | Q1 2026 | Apr 20, 2026 |
| Portland Global Advisors LLC | History | Reduced | 4,393 | 345 | 0.04% | 0.04% | 693 | -947 | -17.73% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,365 | 343 | 0.01% | 0.01% | 695 | -198 | -4.34% | Q1 2026 | Apr 21, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 4,729 | 343 | 0.12% | 0.12% | 696 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,345 | 341 | 0.03% | 0.03% | 697 | -709 | -14.03% | Q1 2026 | Apr 16, 2026 |
| Porter White Investment Advisors, Inc. | History | New | 4,300 | 338 | 0.14% | — | 698 | +4,300 | New | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 4,262 | 335 | 0.01% | — | 699 | +4,262 | New | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 4,170 | 328 | 0.18% | — | 700 | +4,170 | New | Q1 2026 | Apr 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 4,151 | 326 | 0.05% | 0.04% | 701 | +600 | 16.9% | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 4,137 | 325 | 0.2% | 0.19% | 702 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Miller Capital Partners, Inc. | History | No change | 4,122 | 324 | 0.16% | 0.15% | 703 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hudock, Inc. | History | No change | 4,044 | 318 | 0.05% | 0.04% | 704 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 4,033 | 317 | 0.08% | 0.1% | 705 | -910 | -18.41% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 4,000 | 314 | 0.18% | 0.16% | 706 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 3,973 | 312 | 0.01% | 0.01% | 707 | +407 | 11.41% | Q1 2026 | May 06, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 3,940 | 309 | 0.24% | 0.23% | 708 | -48 | -1.2% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,926 | 308 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,926 | 308 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 3,903 | 307 | 0.22% | 0.22% | 711 | -366 | -8.57% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,881 | 305 | 0.02% | 0.02% | 712 | +247 | 6.8% | Q1 2026 | Apr 28, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,799 | 298 | 0.03% | 0.05% | 713 | -3,702 | -49.35% | Q1 2026 | May 11, 2026 |
| Hudson Value Partners, LLC | History | No change | 3,800 | 298 | 0.09% | 0.08% | 714 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Curated Wealth Partners LLC | History | No change | 3,772 | 296 | 0.04% | 0.03% | 715 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 3,743 | 294 | 0.03% | — | 716 | +3,743 | New | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 3,712 | 291 | 0.04% | 0.04% | 717 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | New | 3,672 | 288 | 0.02% | — | 718 | +3,672 | New | Q1 2026 | Apr 28, 2026 |
| Americana Partners, LLC | History | Added to | 3,648 | 286 | 0.01% | 0.01% | 719 | +11 | 0.3% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 3,625 | 285 | 0.01% | 0.0% | 720 | +3,395 | 1476.09% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,607 | 283 | 0.0% | 0.0% | 721 | +238 | 7.06% | Q1 2026 | Apr 17, 2026 |
| LWM ADVISORS INC | History | No change | 3,588 | 282 | 0.24% | 0.23% | 722 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 3,572 | 280 | 0.07% | — | 723 | +3,572 | New | Q1 2026 | May 04, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 3,557 | 279 | 0.12% | 0.07% | 725 | +292 | 8.94% | Q1 2026 | Apr 09, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,547 | 279 | 0.14% | 0.13% | 724 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | New | 3,541 | 278 | 0.01% | — | 727 | +3,541 | New | Q1 2026 | May 04, 2026 |
| Keystone Financial Services | History | Reduced | 3,536 | 278 | 0.08% | 0.11% | 726 | -1,448 | -29.05% | Q1 2026 | May 06, 2026 |
| Battery Global Advisors, LLC | History | Added to | 3,504 | 275 | 0.15% | 0.0% | 728 | +3,470 | 10205.88% | Q1 2026 | May 14, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 3,487 | 274 | 0.19% | 0.16% | 731 | +434 | 14.22% | Q1 2026 | Apr 20, 2026 |
| Accel Wealth Management | History | Reduced | 3,492 | 274 | 0.07% | 0.08% | 729 | -300 | -7.91% | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,495 | 274 | 0.0% | 0.0% | 730 | -78 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,477 | 273 | 0.02% | 0.02% | 733 | +716 | 25.93% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 3,481 | 273 | 0.03% | 0.03% | 732 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,451 | 271 | 0.04% | 0.03% | 735 | +221 | 6.84% | Q1 2026 | Apr 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 3,450 | 271 | 0.0% | 0.0% | 734 | -201 | -5.51% | Q1 2026 | Apr 21, 2026 |
| Lavaca Capital LLC | History | Reduced | 3,425 | 269 | 0.05% | 0.04% | 737 | -115 | -3.25% | Q1 2026 | May 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,703 | 269 | 0.02% | 0.02% | 736 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investment Research Partners LLC | History | No change | 3,425 | 269 | 0.11% | 0.11% | 738 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,414 | 268 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,398 | 267 | 0.01% | 0.01% | 740 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WNY Asset Management, LLC | History | New | 3,361 | 264 | 0.03% | — | 741 | +3,361 | New | Q1 2026 | May 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 3,337 | 262 | 0.01% | 0.01% | 742 | +512 | 18.12% | Q1 2026 | Apr 13, 2026 |
| Signet Private Wealth LLC | History | New | 3,314 | 260 | 0.25% | — | 743 | +3,314 | New | Q1 2026 | Apr 29, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,305 | 259 | 0.03% | 0.03% | 744 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,270 | 257 | 0.03% | 0.02% | 745 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,228 | 253 | 0.01% | 0.01% | 746 | -200 | -5.83% | Q1 2026 | May 08, 2026 |
| Mills Wealth Advisors LLC | History | No change | 3,204 | 252 | 0.09% | 0.09% | 747 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 3,202 | 251 | 0.02% | — | 749 | +3,202 | New | Q1 2026 | May 06, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 3,193 | 251 | 0.12% | 0.12% | 748 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Unify Financial Advisors | History | Reduced | 3,141 | 247 | 0.26% | 0.24% | 750 | -6 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Osprey Private Wealth LLC | History | New | 3,125 | 245 | 0.07% | — | 751 | +3,125 | New | Q1 2026 | May 01, 2026 |
| INTRUST BANK NA | History | New | 3,078 | 242 | 0.02% | — | 753 | +3,078 | New | Q1 2026 | May 06, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 3,077 | 242 | 0.23% | 0.22% | 752 | -69 | -2.19% | Q1 2026 | May 04, 2026 |
| RS CRUM INC. | History | Reduced | 3,072 | 241 | 0.05% | 0.05% | 754 | -50 | -1.6% | Q1 2026 | Apr 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 3,067 | 241 | 0.04% | 0.04% | 755 | -37 | -1.19% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 3,050 | 239 | 0.05% | 0.05% | 756 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| apricus wealth, LLC | History | No change | 3,040 | 239 | 0.12% | 0.11% | 757 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,012 | 236 | 0.78% | — | 760 | +3,012 | New | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,005 | 236 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tenon Financial LLC | History | No change | 3,002 | 236 | 0.09% | 0.09% | 759 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 3,000 | 235 | 0.0% | — | 763 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 3,000 | 235 | 0.19% | — | 764 | +3,000 | New | Q1 2026 | May 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 2,995 | 235 | 0.0% | 0.0% | 761 | -1,298 | -30.24% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 2,990 | 235 | 0.02% | 0.02% | 762 | -80 | -2.61% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | New | 2,970 | 233 | 0.01% | — | 766 | +2,970 | New | Q1 2026 | May 04, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 2,972 | 233 | 0.04% | 0.04% | 765 | -38 | -1.26% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,949 | 231 | 0.0% | — | 767 | +2,949 | New | Q1 2026 | May 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,925 | 230 | 0.06% | — | 768 | +2,925 | New | Q1 2026 | May 07, 2026 |
| TPG Advisors LLC | History | Added to | 2,912 | 229 | 0.14% | 0.13% | 770 | +130 | 4.67% | Q1 2026 | Apr 22, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,917 | 229 | 0.03% | 0.03% | 769 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,904 | 228 | 0.03% | 0.02% | 771 | -97 | -3.23% | Q1 2026 | May 01, 2026 |
| INVESTED ADVISORS | History | No change | 2,892 | 227 | 0.23% | 0.22% | 772 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GTS FINANCIAL, LLC | History | New | 4,119 | 226 | 0.18% | — | 773 | +4,119 | New | Q1 2026 | May 19, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 2,835 | 223 | 0.14% | — | 775 | +2,835 | New | Q1 2026 | Apr 28, 2026 |
| First PREMIER Bank | History | Reduced | 2,833 | 223 | 0.05% | 0.05% | 774 | -20 | -0.7% | Q1 2026 | Apr 20, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,827 | 222 | 0.02% | 0.02% | 776 | -47 | -1.64% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,817 | 221 | 0.0% | 0.0% | 777 | -243 | -7.94% | Q1 2026 | Apr 27, 2026 |
| Forum Finance Group S.A. | History | New | 3,450 | 220 | 0.12% | — | 779 | +3,450 | New | Q1 2026 | May 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 2,805 | 220 | 0.04% | 0.05% | 778 | -383 | -12.01% | Q1 2026 | Apr 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 2,796 | 219 | 0.02% | 0.02% | 780 | +10 | 0.36% | Q1 2026 | Apr 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 2,779 | 218 | 0.1% | — | 781 | +2,779 | New | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 2,765 | 217 | 0.11% | 0.28% | 782 | -4,350 | -61.14% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,733 | 214 | 0.02% | — | 783 | +2,733 | New | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | New | 2,715 | 213 | 0.0% | — | 784 | +2,715 | New | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,680 | 210 | 0.01% | 0.02% | 785 | -101 | -3.63% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,656 | 208 | 0.0% | 0.0% | 786 | -35,000 | -92.95% | Q1 2026 | May 06, 2026 |
| Box Hill Private Wealth LLC | History | New | 2,619 | 206 | 0.2% | — | 787 | +2,619 | New | Q1 2026 | Apr 03, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,607 | 205 | 0.0% | 0.01% | 788 | -4,120 | -61.25% | Q1 2026 | May 11, 2026 |
| Mainstream Capital Management LLC | History | New | 2,611 | 205 | 0.14% | — | 789 | +2,611 | New | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 2,601 | 204 | 0.04% | 0.04% | 790 | -648 | -19.94% | Q1 2026 | Apr 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | New | 2,582 | 203 | 0.06% | — | 791 | +2,582 | New | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 2,578 | 202 | 0.02% | — | 794 | +2,578 | New | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | New | 2,570 | 202 | 0.02% | — | 793 | +2,570 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 2,579 | 202 | 0.16% | 0.16% | 792 | +58 | 2.3% | Q1 2026 | May 01, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | New | 2,557 | 201 | 0.02% | — | 795 | +2,557 | New | Q1 2026 | May 07, 2026 |
| EFG International AG | History | No change | 2,550 | 200 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,457 | 193 | 0.03% | 0.02% | 797 | +715 | 41.04% | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | Added to | 2,400 | 188 | 0.06% | 0.04% | 798 | +650 | 37.14% | Q1 2026 | May 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,240 | 176 | 0.05% | 0.04% | 799 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,174 | 171 | 0.01% | 0.01% | 800 | +810 | 59.38% | Q1 2026 | Apr 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 2,150 | 169 | 0.02% | 0.03% | 801 | -1,903 | -46.95% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,127 | 167 | 0.01% | 0.01% | 802 | -1,179 | -35.66% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,297 | 166 | 0.05% | 0.05% | 803 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | New | 2,065 | 162 | 0.0% | — | 804 | +2,065 | New | Q1 2026 | Apr 13, 2026 |
| Bank of New Hampshire | History | No change | 2,055 | 161 | 0.04% | 0.03% | 805 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,998 | 157 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,959 | 154 | 0.01% | 0.01% | 808 | -245 | -11.12% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | No change | 1,964 | 154 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,930 | 151 | 0.01% | 0.0% | 809 | +841 | 77.23% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,016 | 146 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,807 | 142 | 0.0% | 0.0% | 811 | +1,110 | 159.25% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,774 | 139 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,873 | 136 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,730 | 136 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 1,699 | 135 | 0.03% | 0.03% | 816 | +136 | 8.7% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,698 | 135 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,644 | 130 | 0.0% | 0.0% | 817 | +685 | 71.43% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,637 | 128 | 0.01% | — | 818 | +1,637 | New | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,545 | 121 | 0.0% | — | 819 | +1,545 | New | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,532 | 120 | 0.0% | 0.0% | 820 | +911 | 146.7% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,521 | 119 | 0.01% | 0.01% | 821 | -317 | -17.25% | Q1 2026 | Apr 28, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 1,500 | 117 | 0.03% | — | 822 | +1,500 | New | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,484 | 116 | 0.01% | 0.01% | 823 | -93 | -5.9% | Q1 2026 | May 08, 2026 |
| Global Assets Advisory, LLC | History | New | 1,950 | 110 | 0.03% | — | 824 | +1,950 | New | Q1 2026 | May 01, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,360 | 106 | 0.16% | — | 825 | +1,360 | New | Q1 2026 | May 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 1,300 | 102 | 0.0% | — | 826 | +1,300 | New | Q1 2026 | May 05, 2026 |
| Northwest Capital Management Inc | History | No change | 1,366 | 99 | 0.43% | 0.43% | 827 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Added to | 1,233 | 96 | 0.05% | 0.0% | 828 | +1,149 | 1367.86% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,120 | 88 | 0.0% | 0.0% | 829 | +122 | 12.22% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,098 | 86 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,071 | 84 | 0.03% | 0.03% | 831 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,021 | 80 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 994 | 78 | 0.07% | 0.04% | 833 | +425 | 74.69% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 991 | 77 | 0.04% | 0.04% | 834 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | No change | 958 | 75 | 0.03% | 0.03% | 835 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 946 | 74 | 0.0% | 0.0% | 836 | -70 | -6.89% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 917 | 72 | 0.02% | — | 837 | +917 | New | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 883 | 69 | 0.0% | — | 839 | +883 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 884 | 69 | 0.01% | 0.01% | 838 | -85 | -8.77% | Q1 2026 | Apr 17, 2026 |
| BOKF, NA | History | No change | 851 | 66 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vision Retirement, LLC | History | Reduced | 838 | 65 | 0.02% | 0.04% | 841 | -1,044 | -55.47% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 787 | 61 | 0.0% | 0.0% | 842 | -25 | -3.08% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 744 | 58 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 735 | 57 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 736 | 57 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | No change | 730 | 57 | 0.02% | 0.01% | 846 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | New | 709 | 55 | 0.01% | — | 848 | +709 | New | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 702 | 55 | 0.01% | 0.0% | 847 | +512 | 269.47% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 698 | 54 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 583 | 45 | 0.01% | — | 850 | +583 | New | Q1 2026 | Apr 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 547 | 43 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 538 | 42 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 522 | 41 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 508 | 40 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Abound Wealth Management | History | No change | 506 | 39 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 485 | 38 | 0.03% | 0.03% | 856 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 473 | 37 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 421 | 33 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | No change | 430 | 33 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bangor Savings Bank | History | Reduced | 408 | 32 | 0.0% | 0.0% | 860 | -63 | -13.38% | Q1 2026 | Apr 01, 2026 |
| Front Row Advisors LLC | History | No change | 414 | 32 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 389 | 30 | 0.0% | — | 862 | +389 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 370 | 29 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 362 | 28 | 0.01% | — | 866 | +362 | New | Q1 2026 | Apr 14, 2026 |
| Clark Wealth Partners | History | No change | 360 | 28 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | No change | 366 | 28 | 0.02% | 0.03% | 865 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Wells Financial Advisors INC | History | Reduced | 340 | 26 | 0.12% | 0.18% | 867 | -1,000 | -74.63% | Q1 2026 | May 07, 2026 |
| PlanVest Financial, Inc | History | New | 342 | 26 | 0.02% | — | 869 | +342 | New | Q1 2026 | May 14, 2026 |
| Capital Advisor Network LLC | History | New | 337 | 26 | 0.03% | — | 868 | +337 | New | Q1 2026 | May 13, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 311 | 24 | 0.0% | 0.0% | 871 | -8 | -2.51% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 314 | 24 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 299 | 23 | 0.01% | 0.01% | 872 | -137 | -31.42% | Q1 2026 | May 11, 2026 |
| My Portfolio Guide, LLC | History | New | 289 | 22 | 0.01% | — | 874 | +289 | New | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | No change | 284 | 22 | 0.01% | 0.01% | 873 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | No change | 275 | 21 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 275 | 21 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 254 | 19 | 0.0% | 0.0% | 877 | +235 | 1236.84% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 217 | 17 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 172 | 16 | 0.0% | 0.0% | 879 | -36 | -17.31% | Q1 2026 | May 06, 2026 |
| Accordant Advisory Group Inc | History | Added to | 216 | 16 | 0.01% | 0.01% | 881 | +16 | 8.0% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | No change | 210 | 16 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 197 | 15 | 0.0% | 0.0% | 882 | +74 | 60.16% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 202 | 15 | 0.0% | 0.0% | 883 | +43 | 27.04% | Q1 2026 | May 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 191 | 15 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 186 | 14 | 0.0% | 0.01% | 885 | -1,184 | -86.42% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 179 | 14 | 0.0% | 0.0% | 886 | -238 | -57.07% | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 188 | 14 | 0.0% | — | 888 | +188 | New | Q1 2026 | Apr 21, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 185 | 14 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 176 | 13 | 0.0% | 0.0% | 890 | +19 | 12.1% | Q1 2026 | Apr 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 176 | 13 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | History | New | 164 | 11 | 0.0% | — | 893 | +164 | New | Q1 2026 | Apr 27, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 149 | 11 | 0.01% | — | 894 | +149 | New | Q1 2026 | Apr 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 138 | 11 | 0.0% | 0.0% | 891 | -62 | -31.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | No change | 147 | 11 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 128 | 10 | 0.0% | 0.0% | 897 | +14 | 12.28% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Reduced | 129 | 10 | 0.01% | 0.01% | 896 | -2 | -1.53% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | No change | 129 | 10 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 137 | 10 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 112 | 9 | 0.0% | 0.04% | 902 | -4,367 | -97.5% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 116 | 9 | 0.0% | 0.0% | 900 | +4 | 3.57% | Q1 2026 | Apr 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 124 | 9 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 117 | 9 | 0.01% | 0.01% | 901 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NorthAvenue LLC | History | No change | 115 | 9 | 0.01% | 0.01% | 903 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 103 | 8 | 0.01% | 0.01% | 904 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | No change | 103 | 8 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 90 | 7 | 0.0% | 0.0% | 906 | -108 | -54.55% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 91 | 7 | 0.0% | — | 908 | +91 | New | Q1 2026 | Apr 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 7 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 78 | 6 | 0.0% | — | 910 | +78 | New | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 87 | 6 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Leo H. Evart, Inc. | History | New | 75 | 5 | 0.0% | — | 915 | +75 | New | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | New | 73 | 5 | 0.01% | — | 914 | +73 | New | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 58 | 4 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 60 | 4 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 39 | 3 | 0.0% | 0.0% | 919 | -94 | -70.68% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 50 | 3 | 0.0% | — | 924 | +50 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 50 | 3 | 0.0% | — | 926 | +50 | New | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 45 | 3 | 0.0% | — | 925 | +45 | New | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | New | 44 | 3 | 0.0% | — | 927 | +44 | New | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | No change | 50 | 3 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lummis Asset Management, LP | History | No change | 49 | 3 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 48 | 3 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 32 | 2 | 0.0% | — | 933 | +32 | New | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 38 | 2 | 0.0% | 0.0% | 932 | +15 | 65.22% | Q1 2026 | Apr 20, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 31 | 2 | 0.0% | 0.0% | 928 | +1 | 3.33% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 32 | 2 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 37 | 2 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 22 | 1 | 0.0% | — | 934 | +22 | New | Q1 2026 | May 18, 2026 |
| Tidemark, LLC | History | New | 20 | 1 | 0.0% | — | 935 | +20 | New | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,864,964 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -721,330 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -198,760 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -75,850 | -100.0% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 1.53% | — | -54,372 | -100.0% | Q1 2026 | May 15, 2026 |
| WMS Group LLC | History | Closed out | 0 | 0 | — | 4.6% | — | -49,796 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -41,664 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.23% | — | -35,955 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -35,800 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.58% | — | -33,322 | -100.0% | Q1 2026 | May 04, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -27,071 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,093 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -12,250 | -100.0% | Q1 2026 | May 14, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.45% | — | -12,195 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,649 | -100.0% | Q1 2026 | May 01, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -7,844 | -100.0% | Q1 2026 | Apr 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,720 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,590 | -100.0% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -5,295 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,290 | -100.0% | Q1 2026 | May 14, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,909 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Altman Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,467 | -100.0% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -4,032 | -100.0% | Q1 2026 | Apr 17, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,757 | -100.0% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,561 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,331 | -100.0% | Q1 2026 | May 05, 2026 |
| Elevated Financial Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,130 | -100.0% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q1 2026 | May 01, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -3,095 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,844 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,700 | -100.0% | Q1 2026 | May 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -882 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q1 2026 | May 07, 2026 |
| Vinland Capital Management Gestora de Recursos LTDA. | History | Closed out | 0 | 0 | — | 3.53% | — | -725 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -694 | -100.0% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -675 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -589 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -291 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -228 | -100.0% | Q1 2026 | May 11, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |