iShares, Inc. - ESGE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,718,544 | 760,192 | 0.06% | 0.05% | 1 | +2,683,830 | 19.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,651,930 | 256,993 | 0.02% | 0.01% | 2 | +766,073 | 15.68% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,518,423 | 250,922 | 0.03% | 0.03% | 3 | +324,140 | 6.24% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,223,149 | 237,496 | 0.62% | 0.76% | 4 | -1,153,599 | -18.09% | Q1 2026 | May 14, 2026 |
| WIT, LLC | History | Added to | 5,181,755 | 235,614 | 4.45% | 4.07% | 5 | +580,431 | 12.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,328,764 | 151,358 | 0.04% | 0.05% | 6 | -221,629 | -6.24% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 3,182,530 | 144,710 | 0.27% | 0.27% | 7 | -71,793 | -2.21% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 2,886,030 | 131,227 | 0.01% | 0.01% | 8 | -34,891 | -1.19% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,961,522 | 129,714 | 0.99% | — | 9 | +2,961,522 | New | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,504,524 | 113,880 | 0.25% | 0.25% | 10 | -63,548 | -2.47% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,412,664 | 105,674 | 0.01% | 0.01% | 11 | +15,450 | 0.64% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,103,935 | 95,665 | 0.0% | 0.0% | 12 | +756,018 | 56.09% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 2,014,202 | 91,585 | 0.06% | 0.06% | 13 | +51,686 | 2.63% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,732,833 | 78,791 | 0.01% | 0.02% | 14 | -612,898 | -26.13% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,683,278 | 76,538 | 0.02% | 0.02% | 15 | +168,859 | 11.15% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,411,296 | 64,159 | 0.01% | 0.01% | 16 | -39,707 | -2.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,326,888 | 60,333 | 0.01% | 0.01% | 17 | +48,703 | 3.81% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,206,838 | 60,090 | 0.07% | 0.05% | 18 | +300,071 | 33.09% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,254,277 | 57,031 | 0.03% | 0.03% | 19 | +38,505 | 3.17% | Q1 2026 | May 08, 2026 |
| Acorns Advisers, LLC | History | Reduced | 1,215,383 | 55,263 | 0.41% | 0.41% | 20 | -32,687 | -2.62% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,044,895 | 47,511 | 0.18% | — | 21 | +1,044,895 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 937,064 | 42,608 | 0.06% | 0.06% | 22 | -8,603 | -0.91% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 799,904 | 36,371 | 0.02% | 0.02% | 23 | +32,605 | 4.25% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 754,484 | 34,306 | 0.01% | 0.01% | 24 | +9,313 | 1.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 715,454 | 32,531 | 0.0% | 0.0% | 25 | +73,766 | 11.5% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 585,790 | 26,635 | 0.55% | 0.53% | 26 | -13,874 | -2.31% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 574,551 | 26,124 | 0.05% | 0.06% | 27 | +124,049 | 27.54% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 573,247 | 26,065 | 0.09% | 0.1% | 28 | -116,548 | -16.9% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 564,830 | 25,682 | 0.14% | 0.1% | 29 | -65,663 | -10.41% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 557,433 | 25,346 | 0.38% | — | 30 | +557,433 | New | Q1 2026 | May 05, 2026 |
| IMPACTfolio, LLC | History | Added to | 485,629 | 22,081 | 9.38% | 8.32% | 31 | +37,185 | 8.29% | Q1 2026 | Apr 30, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 470,600 | 21,398 | 0.14% | — | 32 | +470,600 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 425,038 | 19,326 | 0.23% | 0.21% | 33 | +14,804 | 3.61% | Q1 2026 | May 15, 2026 |
| Forefront Analytics, LLC | History | Added to | 369,453 | 16,799 | 15.28% | 14.18% | 34 | +5,725 | 1.57% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 364,413 | 16,569 | 0.02% | 0.02% | 35 | -15,364 | -4.05% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 363,309 | 16,519 | 0.02% | 0.02% | 36 | +5,598 | 1.56% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 351,620 | 15,988 | 0.02% | 0.02% | 37 | -19,655 | -5.29% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | Added to | 348,586 | 15,850 | 0.27% | 0.26% | 38 | +5,706 | 1.66% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 346,800 | 15,768 | 0.01% | — | 39 | +346,778 | 1576263.64% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 337,965 | 15,367 | 0.01% | 0.02% | 40 | -14,646 | -4.15% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 326,033 | 14,824 | 0.0% | 0.0% | 41 | -13,046 | -3.85% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 324,716 | 14,763 | 0.02% | 0.02% | 42 | +13,388 | 4.3% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 313,840 | 14,270 | 0.11% | — | 43 | +313,840 | New | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 312,930 | 14,228 | 0.08% | 0.07% | 44 | +82,853 | 36.01% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 283,275 | 12,880 | 0.18% | — | 45 | +283,275 | New | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 271,331 | 12,337 | 0.21% | 0.22% | 46 | -6,572 | -2.36% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 270,273 | 12,289 | 0.03% | 0.03% | 47 | +19,131 | 7.62% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 248,024 | 11,277 | 0.02% | 0.02% | 48 | -29,070 | -10.49% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 200,000 | 9,094 | 0.21% | — | 49 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 198,455 | 9,023 | 0.12% | 0.12% | 50 | +4,307 | 2.22% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 198,669 | 8,775 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 183,335 | 8,336 | 0.02% | 0.03% | 52 | -53,725 | -22.66% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 173,536 | 7,890 | 0.53% | 0.53% | 53 | +227 | 0.13% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 168,124 | 7,644 | 0.01% | 0.0% | 54 | +84,655 | 101.42% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 167,888 | 7,633 | 0.0% | 0.0% | 55 | -24,484 | -12.73% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 166,631 | 7,576 | 0.0% | 0.0% | 56 | +39,906 | 31.49% | Q1 2026 | May 04, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 162,446 | 7,386 | 2.17% | 2.19% | 57 | -1,792 | -1.09% | Q1 2026 | Apr 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 157,424 | 7,158 | 0.39% | 0.39% | 58 | -5,167 | -3.18% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 157,147 | 7,145 | 0.07% | 0.07% | 59 | -880 | -0.56% | Q1 2026 | Apr 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 155,372 | 7,064 | 0.08% | 0.08% | 60 | +2,811 | 1.84% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 155,824 | 6,891 | 0.0% | 0.0% | 61 | +51,405 | 49.23% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 151,187 | 6,677 | 0.88% | 0.88% | 62 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,636 | 6,576 | 0.0% | 0.0% | 63 | +54,488 | 60.44% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 143,596 | 6,529 | 0.01% | 0.01% | 64 | +20,836 | 16.97% | Q1 2026 | May 14, 2026 |
| Stanich Group LLC | History | Added to | 141,849 | 6,449 | 4.92% | 4.55% | 65 | +5,181 | 3.79% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 132,209 | 6,011 | 3.17% | 3.38% | 66 | -6,035 | -4.37% | Q1 2026 | Apr 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 127,953 | 5,818 | 0.42% | — | 67 | +127,953 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 127,754 | 5,808 | 0.0% | 0.0% | 68 | +17,856 | 16.25% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 127,246 | 5,785 | 0.03% | 0.03% | 69 | +10,748 | 9.23% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 125,952 | 5,671 | 0.01% | 0.01% | 70 | -13,904 | -9.94% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 123,954 | 5,636 | 0.01% | 0.01% | 71 | +5,580 | 4.71% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 121,367 | 5,518 | 0.14% | 0.15% | 72 | -9,147 | -7.01% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 112,698 | 5,124 | 0.02% | 0.02% | 73 | +1,361 | 1.22% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 111,059 | 5,049 | 0.04% | 0.04% | 74 | -2,602 | -2.29% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Reduced | 109,765 | 4,991 | 0.35% | 0.37% | 75 | -5,075 | -4.42% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,240 | 4,876 | 0.01% | 0.01% | 76 | -10,319 | -8.78% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | Reduced | 107,136 | 4,871 | 0.11% | 0.11% | 77 | -7,213 | -6.31% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 105,070 | 4,777 | 0.0% | 0.01% | 78 | -7,300 | -6.5% | Q1 2026 | May 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 104,434 | 4,748 | 0.16% | 0.17% | 79 | -3,914 | -3.61% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 101,318 | 4,606 | 0.01% | 0.01% | 80 | -7,347 | -6.76% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 100,117 | 4,552 | 0.01% | — | 81 | +100,117 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 97,881 | 4,450 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 96,890 | 4,405 | 0.01% | 0.01% | 83 | +15,474 | 19.01% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 94,638 | 4,303 | 0.85% | 0.82% | 84 | -345 | -0.36% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 90,122 | 4,097 | 0.01% | 0.01% | 85 | +3,682 | 4.26% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 89,925 | 4,088 | 0.02% | 0.02% | 86 | +9,568 | 11.91% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 87,413 | 3,974 | 0.0% | 0.0% | 87 | -287,431 | -76.68% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 83,312 | 3,679 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 71,387 | 3,635 | 0.05% | 0.06% | 89 | -148 | -0.21% | Q1 2026 | Apr 20, 2026 |
| Centennial Bank/AR/ | History | Added to | 79,400 | 3,610 | 1.3% | 0.71% | 90 | +39,025 | 96.66% | Q1 2026 | May 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 79,381 | 3,609 | 1.11% | 0.44% | 91 | +41,162 | 107.7% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 77,278 | 3,513 | 0.13% | 0.14% | 92 | -9,430 | -10.88% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 78,626 | 3,472 | 0.0% | 0.0% | 93 | +23,768 | 43.33% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 76,300 | 3,469 | 0.01% | 0.0% | 94 | +67,400 | 757.3% | Q1 2026 | May 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 74,218 | 3,374 | 2.79% | 2.76% | 95 | +4,956 | 7.16% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 74,101 | 3,369 | 0.0% | 0.0% | 96 | +5,949 | 8.73% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 74,667 | 3,298 | 0.24% | 0.24% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 72,117 | 3,279 | 0.01% | 0.01% | 98 | -1,417 | -1.93% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,602 | 3,200 | 0.01% | 0.0% | 99 | +41,823 | 145.32% | Q1 2026 | Apr 08, 2026 |
| rebel Financial LLC | History | Reduced | 69,274 | 3,149 | 1.37% | 1.46% | 100 | -8,115 | -10.49% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Reduced | 66,336 | 3,018 | 0.01% | 0.02% | 101 | -212 | -0.32% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 65,257 | 2,967 | 0.08% | 0.07% | 102 | +5,180 | 8.62% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | No change | 64,723 | 2,942 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 63,813 | 2,901 | 0.33% | 0.28% | 104 | +7,401 | 13.12% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 63,153 | 2,871 | 0.05% | 0.05% | 105 | +2,357 | 3.88% | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 63,089 | 2,868 | 0.09% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 61,790 | 2,809 | 0.04% | 0.04% | 107 | -223 | -0.36% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,423 | 2,792 | 0.0% | 0.01% | 108 | -156 | -0.25% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 61,367 | 2,790 | 0.23% | 0.21% | 109 | +422 | 0.69% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 61,251 | 2,785 | 0.04% | 0.05% | 110 | -11,625 | -15.95% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 60,711 | 2,760 | 1.06% | 1.01% | 111 | -479 | -0.78% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Management, LLC | History | Added to | 59,935 | 2,725 | 1.15% | 1.29% | 112 | +5,724 | 10.56% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,337 | 2,698 | 0.04% | 0.05% | 113 | +2,668 | 4.71% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,021 | 2,683 | 0.01% | 0.01% | 114 | -366 | -0.62% | Q1 2026 | May 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 58,943 | 2,680 | 0.23% | 0.24% | 115 | -4,160 | -6.59% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,159 | 2,599 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 55,821 | 2,538 | 0.02% | 0.02% | 117 | -528 | -0.94% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 54,996 | 2,500 | 0.31% | 0.32% | 118 | -4,471 | -7.52% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 54,665 | 2,485 | 0.02% | 0.02% | 119 | -21,716 | -28.43% | Q1 2026 | May 13, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 54,045 | 2,457 | 1.3% | — | 120 | +54,045 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 53,615 | 2,437 | 0.01% | 0.01% | 121 | -931 | -1.71% | Q1 2026 | Apr 24, 2026 |
| One Capital Management, LLC | History | Added to | 53,260 | 2,421 | 0.07% | 0.06% | 122 | +10,907 | 25.75% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 53,058 | 2,412 | 0.02% | 0.02% | 123 | +365 | 0.69% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 52,753 | 2,398 | 0.01% | 0.02% | 124 | -5,729 | -9.8% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 52,697 | 2,396 | 1.66% | 1.36% | 125 | +8,296 | 18.68% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 52,619 | 2,392 | 0.01% | 0.0% | 126 | +16,152 | 44.29% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | Added to | 51,356 | 2,335 | 0.38% | 0.36% | 127 | +1,192 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 52,609 | 2,323 | 0.31% | 0.31% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 45,597 | 2,309 | 0.69% | 0.69% | 129 | -333 | -0.73% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,197 | 2,299 | 0.02% | 0.02% | 130 | +14,472 | 40.51% | Q1 2026 | Apr 07, 2026 |
| SOFI WEALTH, LLC | History | Added to | 47,363 | 2,153 | 0.1% | 0.08% | 131 | +10,606 | 28.85% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 46,120 | 2,097 | 0.03% | 0.03% | 132 | +996 | 2.21% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 44,999 | 2,046 | 0.01% | 0.01% | 133 | +3,847 | 9.35% | Q1 2026 | Apr 27, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 40,089 | 2,038 | 0.28% | 0.27% | 134 | -909 | -2.22% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,897 | 2,027 | 0.19% | 0.18% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 43,796 | 2,005 | 0.32% | 0.33% | 136 | +444 | 1.02% | Q1 2026 | Apr 14, 2026 |
| DRW Securities, LLC | History | Reduced | 43,732 | 1,988 | 0.03% | 0.22% | 137 | -148,589 | -77.26% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 44,598 | 1,969 | 0.01% | 0.02% | 138 | -5,984 | -11.83% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 43,118 | 1,960 | 0.16% | 0.17% | 139 | -752 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Baron Financial Group, LLC | History | Reduced | 42,586 | 1,936 | 1.04% | 1.08% | 140 | -2,866 | -6.31% | Q1 2026 | Apr 09, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 42,430 | 1,929 | 1.52% | 1.62% | 141 | -2,025 | -4.56% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,345 | 1,925 | 0.06% | 0.06% | 142 | -926 | -2.14% | Q1 2026 | Apr 08, 2026 |
| Heritage Wealth Advisors | History | Added to | 41,918 | 1,906 | 0.07% | 0.07% | 143 | +1,835 | 4.58% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 41,564 | 1,889 | 0.02% | 0.02% | 144 | +2,963 | 7.68% | Q1 2026 | Apr 16, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 41,432 | 1,883 | 1.0% | 0.98% | 145 | +1,404 | 3.51% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 41,074 | 1,867 | 0.11% | 0.45% | 146 | -4,175,395 | -99.03% | Q1 2026 | May 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 40,318 | 1,833 | 0.22% | 0.21% | 147 | +3,728 | 10.19% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 40,384 | 1,829 | 0.02% | 0.03% | 148 | -6,828 | -14.46% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 39,590 | 1,800 | 0.0% | 0.0% | 149 | +3,072 | 8.41% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,566 | 1,799 | 0.01% | 0.01% | 150 | +5,545 | 16.3% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,451 | 1,794 | 0.0% | 0.0% | 151 | +2,838 | 7.75% | Q1 2026 | May 13, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 39,191 | 1,782 | 1.48% | 1.53% | 152 | -2,399 | -5.77% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 38,950 | 1,771 | 0.19% | 0.17% | 153 | +4,090 | 11.73% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,711 | 1,760 | 0.01% | 0.01% | 154 | +24,353 | 169.61% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 37,705 | 1,714 | 1.65% | 1.67% | 155 | -471 | -1.23% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,669 | 1,712 | 0.0% | 0.0% | 156 | +259 | 0.69% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 37,325 | 1,697 | 0.23% | 0.23% | 158 | -3,325 | -8.18% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Reduced | 37,324 | 1,697 | 0.02% | 0.02% | 157 | -2,889 | -7.18% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,483 | 1,658 | 0.04% | 0.04% | 159 | +1,602 | 4.59% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 36,340 | 1,652 | 0.03% | — | 160 | +36,340 | New | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 36,181 | 1,644 | 0.02% | 0.02% | 161 | -753 | -2.04% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 35,826 | 1,629 | 0.03% | 0.03% | 162 | +856 | 2.45% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 35,823 | 1,628 | 0.13% | 0.11% | 163 | +5,421 | 17.83% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 34,980 | 1,590 | 0.03% | 0.01% | 164 | +16,330 | 87.56% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,862 | 1,585 | 0.0% | 0.0% | 165 | -22,183 | -38.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 34,621 | 1,574 | 0.03% | 0.02% | 166 | +10,456 | 43.27% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Added to | 34,286 | 1,559 | 0.68% | 0.34% | 167 | +17,948 | 109.85% | Q1 2026 | Apr 14, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 34,055 | 1,548 | 0.46% | 0.44% | 168 | -770 | -2.21% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,943 | 1,543 | 0.01% | 0.01% | 169 | -254 | -0.74% | Q1 2026 | May 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 33,899 | 1,541 | 0.14% | 0.14% | 170 | -103 | -0.3% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 33,333 | 1,515 | 0.04% | 0.04% | 171 | +185 | 0.56% | Q1 2026 | May 07, 2026 |
| Omega Financial Group, LLC | History | Reduced | 33,299 | 1,514 | 0.49% | 0.56% | 172 | -5,521 | -14.22% | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 32,855 | 1,493 | 0.17% | 0.17% | 173 | +218 | 0.67% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 31,874 | 1,449 | 0.07% | 0.07% | 174 | -890 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 31,638 | 1,438 | 0.04% | 0.02% | 175 | +15,499 | 96.03% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 31,430 | 1,429 | 0.04% | 0.4% | 176 | -270,785 | -89.6% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,188 | 1,418 | 0.01% | 0.01% | 177 | +1,094 | 3.64% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 31,156 | 1,416 | 0.92% | 0.9% | 178 | -306 | -0.97% | Q1 2026 | Apr 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 31,026 | 1,410 | 0.18% | 0.2% | 179 | -748 | -2.35% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 30,382 | 1,381 | 0.39% | 0.38% | 180 | +574 | 1.93% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 30,289 | 1,377 | 0.02% | — | 181 | +30,289 | New | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 30,000 | 1,364 | 0.06% | 0.05% | 182 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 29,667 | 1,348 | 0.16% | — | 183 | +29,667 | New | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 29,374 | 1,335 | 0.31% | 0.31% | 184 | -1,314 | -4.28% | Q1 2026 | Apr 10, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 29,194 | 1,327 | 0.8% | 0.41% | 185 | +10,599 | 57.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Team LLC | History | No change | 29,313 | 1,294 | 1.14% | 1.14% | 186 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 28,249 | 1,284 | 0.11% | — | 187 | +28,249 | New | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Reduced | 28,136 | 1,279 | 0.29% | 0.3% | 188 | -1,169 | -3.99% | Q1 2026 | Apr 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 28,840 | 1,273 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 27,979 | 1,272 | 0.04% | 0.04% | 190 | -2,197 | -7.28% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 27,498 | 1,250 | 0.03% | 0.03% | 191 | -2,526 | -8.41% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 27,272 | 1,240 | 0.04% | 0.04% | 192 | +2,808 | 11.48% | Q1 2026 | May 07, 2026 |
| Torren Management, LLC | History | Reduced | 27,185 | 1,236 | 0.62% | 0.66% | 193 | -2,097 | -7.16% | Q1 2026 | Apr 30, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 26,957 | 1,225 | 0.86% | 0.83% | 194 | +386 | 1.45% | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Reduced | 26,407 | 1,200 | 0.2% | 0.24% | 195 | -2,631 | -9.06% | Q1 2026 | May 08, 2026 |
| Equita Financial Network, Inc. | History | Added to | 26,097 | 1,186 | 0.37% | 0.33% | 196 | +996 | 3.97% | Q1 2026 | Apr 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 26,055 | 1,184 | 0.08% | 0.05% | 197 | +10,377 | 66.19% | Q1 2026 | May 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 26,051 | 1,184 | 0.15% | 0.14% | 198 | -235 | -0.89% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 25,598 | 1,163 | 0.05% | 0.05% | 199 | +483 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 25,160 | 1,144 | 0.16% | 0.14% | 201 | +2,839 | 12.72% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 25,920 | 1,144 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 25,127 | 1,142 | 0.02% | 0.02% | 202 | -296 | -1.16% | Q1 2026 | Apr 10, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 24,900 | 1,132 | 0.14% | 0.13% | 204 | +157 | 0.63% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 24,913 | 1,132 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 24,601 | 1,118 | 0.12% | 0.11% | 205 | +1,564 | 6.79% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 24,318 | 1,105 | 0.45% | 0.43% | 206 | -137 | -0.56% | Q1 2026 | May 07, 2026 |
| Amundi | History | Reduced | 24,115 | 1,096 | 0.0% | 0.0% | 207 | -9,817 | -28.93% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 23,743 | 1,079 | 0.06% | 0.07% | 208 | -2,717 | -10.27% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 23,582 | 1,072 | 0.33% | 0.24% | 209 | -1,717 | -6.79% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,031 | 1,047 | 0.02% | 0.02% | 210 | +3,219 | 16.25% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,464 | 1,036 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 22,721 | 1,033 | 0.53% | 0.2% | 212 | +13,947 | 158.96% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 22,245 | 1,011 | 0.03% | 0.02% | 213 | +4,465 | 25.11% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 22,163 | 1,007 | 0.02% | 0.02% | 214 | +3,201 | 16.88% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,958 | 1,000 | 0.02% | 0.02% | 216 | +10,622 | 113.77% | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 22,009 | 1,000 | 0.07% | 0.07% | 215 | +789 | 3.72% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Reduced | 21,901 | 995 | 0.09% | 0.11% | 217 | -4,076 | -15.69% | Q1 2026 | Apr 13, 2026 |
| Opes Wealth Management LLC | History | Reduced | 21,648 | 984 | 0.16% | 0.17% | 218 | -1,560 | -6.72% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 21,522 | 978 | 0.02% | 0.02% | 219 | +545 | 2.6% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,330 | 969 | 0.02% | 0.02% | 220 | -2,308 | -9.76% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 19,419 | 968 | 0.13% | 0.08% | 221 | +9,966 | 105.43% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 20,999 | 954 | 0.17% | 0.16% | 222 | -85 | -0.4% | Q1 2026 | May 05, 2026 |
| Brooklyn FI, LLC | History | Reduced | 20,797 | 945 | 0.2% | 0.2% | 223 | -381 | -1.8% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 20,967 | 926 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jordan Park Group LLC | History | Added to | 20,089 | 913 | 0.05% | 0.05% | 225 | +600 | 3.08% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,172 | 909 | 0.03% | 0.03% | 226 | -1,155 | -5.98% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 19,628 | 892 | 0.02% | 0.02% | 227 | -2,202 | -10.09% | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 19,461 | 884 | 0.13% | 0.12% | 228 | +1,484 | 8.25% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,366 | 880 | 0.03% | 0.03% | 229 | +2,497 | 14.8% | Q1 2026 | May 19, 2026 |
| Madrid Wealth Management, LLC | History | No change | 19,326 | 878 | 0.66% | 0.69% | 230 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 19,302 | 877 | 0.48% | 0.47% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 19,172 | 872 | 0.03% | 0.02% | 232 | -125 | -0.65% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 19,102 | 868 | 0.01% | 0.01% | 233 | +680 | 3.69% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 19,056 | 866 | 0.05% | 0.04% | 235 | +5,716 | 42.85% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Reduced | 19,056 | 866 | 0.24% | 0.24% | 234 | -195 | -1.01% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,013 | 864 | 0.03% | 0.03% | 236 | +12,999 | 216.15% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 18,949 | 861 | 0.0% | — | 237 | +18,949 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,805 | 855 | 0.0% | 0.0% | 238 | +22 | 0.12% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,591 | 845 | 0.0% | 0.0% | 239 | +298 | 1.63% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 18,593 | 845 | 0.14% | 0.16% | 240 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 18,572 | 844 | 0.17% | 0.2% | 241 | -2,157 | -10.41% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 18,552 | 843 | 0.0% | 0.0% | 242 | +13,467 | 264.84% | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 18,285 | 831 | 0.38% | 0.38% | 243 | +744 | 4.24% | Q1 2026 | Apr 20, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 18,260 | 830 | 0.03% | 0.04% | 244 | -1,914 | -9.49% | Q1 2026 | Apr 30, 2026 |
| Prism Advisors, Inc. | History | Reduced | 18,021 | 819 | 0.22% | 0.21% | 245 | -72 | -0.4% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,920 | 814 | 0.02% | 0.02% | 246 | -2,552 | -12.47% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 17,920 | 814 | 0.12% | 0.13% | 247 | -1,967 | -9.89% | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | Reduced | 17,795 | 809 | 0.19% | 0.21% | 248 | -898 | -4.8% | Q1 2026 | May 05, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 17,636 | 801 | 0.25% | 0.25% | 249 | -356 | -1.98% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 17,566 | 798 | 0.0% | 0.0% | 250 | +698 | 4.14% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 17,356 | 789 | 0.21% | 0.21% | 251 | -257 | -1.46% | Q1 2026 | Apr 23, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 17,286 | 785 | 0.38% | 0.38% | 252 | -107 | -0.62% | Q1 2026 | Apr 08, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 17,063 | 775 | 0.54% | 0.68% | 253 | +433 | 2.6% | Q1 2026 | Apr 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 16,841 | 765 | 0.21% | 0.21% | 254 | +15 | 0.09% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,520 | 751 | 0.0% | 0.0% | 255 | +248 | 1.52% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 16,424 | 747 | 0.02% | 0.02% | 256 | +1,072 | 6.98% | Q1 2026 | May 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 16,256 | 746 | 0.12% | 0.12% | 257 | -723 | -4.26% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | No change | 16,208 | 741 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 15,967 | 726 | 0.1% | 0.1% | 259 | -540 | -3.27% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,814 | 719 | 0.04% | 0.05% | 260 | -2,602 | -14.13% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,814 | 719 | 0.02% | 0.02% | 261 | +776 | 5.16% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | No change | 15,626 | 710 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fund Evaluation Group, LLC | History | No change | 15,605 | 709 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smart Portfolios, LLC | History | Added to | 15,533 | 706 | 0.7% | 0.67% | 264 | +344 | 2.26% | Q1 2026 | May 01, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 15,530 | 706 | 0.07% | 0.06% | 265 | +289 | 1.9% | Q1 2026 | May 11, 2026 |
| Benchmark Financial, LLC | History | Added to | 15,508 | 705 | 0.63% | 0.64% | 266 | +1,000 | 6.89% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 15,391 | 699 | 0.01% | 0.01% | 267 | -984 | -6.01% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,222 | 692 | 0.01% | 0.01% | 268 | +3,976 | 35.35% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 15,170 | 689 | 0.01% | 0.01% | 269 | -1,508 | -9.04% | Q1 2026 | May 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 15,092 | 686 | 0.03% | 0.03% | 270 | -226 | -1.48% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,063 | 684 | 0.04% | 0.04% | 271 | -1,106 | -6.84% | Q1 2026 | Apr 09, 2026 |
| Keel Point, LLC | History | No change | 15,277 | 674 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 14,839 | 674 | 0.4% | 0.4% | 273 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,603 | 663 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 14,310 | 650 | 0.1% | 0.09% | 275 | +1,054 | 7.95% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 14,151 | 643 | 0.03% | 0.04% | 276 | -194 | -1.35% | Q1 2026 | Apr 16, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 14,092 | 641 | 0.35% | 0.3% | 277 | +1,745 | 14.13% | Q1 2026 | May 07, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 14,114 | 641 | 0.15% | 0.15% | 278 | -613 | -4.16% | Q1 2026 | May 04, 2026 |
| Plancorp, LLC | History | Reduced | 13,135 | 637 | 0.02% | 0.02% | 279 | -209 | -1.57% | Q1 2026 | Apr 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 13,982 | 635 | 0.07% | 0.07% | 280 | +361 | 2.65% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,872 | 630 | 0.05% | 0.05% | 281 | +260 | 1.91% | Q1 2026 | May 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 13,840 | 629 | 0.05% | 0.05% | 282 | -580 | -4.02% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | No change | 13,610 | 618 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 13,544 | 615 | 0.03% | 0.03% | 285 | -2,093 | -13.38% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,538 | 615 | 0.0% | 0.0% | 284 | +1,576 | 13.18% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 13,464 | 612 | 0.01% | 0.01% | 286 | +94 | 0.7% | Q1 2026 | May 08, 2026 |
| Portland Global Advisors LLC | History | No change | 13,275 | 603 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | Added to | 13,092 | 595 | 0.04% | 0.05% | 288 | +178 | 1.38% | Q1 2026 | Apr 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 12,902 | 586 | 0.28% | 0.29% | 289 | -1,129 | -8.05% | Q1 2026 | Apr 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 12,865 | 584 | 0.08% | 0.07% | 290 | +977 | 8.22% | Q1 2026 | Apr 10, 2026 |
| PDS Planning, Inc | History | Reduced | 12,808 | 582 | 0.04% | 0.04% | 291 | -671 | -4.98% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,730 | 578 | 0.01% | 0.0% | 292 | +4,293 | 50.88% | Q1 2026 | Apr 20, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 12,645 | 574 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | No change | 12,607 | 573 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,489 | 571 | 0.01% | 0.0% | 295 | +6,366 | 103.97% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 12,579 | 571 | 0.15% | 0.15% | 296 | +115 | 0.92% | Q1 2026 | Apr 16, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 12,428 | 565 | 0.42% | 0.39% | 297 | +140 | 1.14% | Q1 2026 | Apr 16, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 12,422 | 564 | 0.33% | 0.35% | 298 | -224 | -1.77% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 12,250 | 557 | 0.04% | 0.05% | 299 | -655 | -5.08% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Added to | 12,111 | 550 | 0.01% | 0.01% | 300 | +1,712 | 16.46% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | No change | 12,096 | 550 | 0.09% | 0.09% | 301 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 12,078 | 549 | 0.01% | 0.01% | 302 | +143 | 1.2% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,042 | 547 | 0.0% | 0.0% | 303 | +58 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,993 | 545 | 0.01% | 0.01% | 304 | -111 | -0.92% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Reduced | 11,793 | 536 | 0.02% | 0.02% | 305 | -714 | -5.71% | Q1 2026 | Apr 13, 2026 |
| TriaGen Wealth Management LLC | History | No change | 11,799 | 536 | 0.15% | 0.13% | 306 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,688 | 531 | 0.01% | 0.01% | 307 | -5 | -0.04% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,097 | 529 | 0.03% | 0.03% | 308 | -1,439 | -10.63% | Q1 2026 | Apr 24, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 11,638 | 529 | 0.6% | 0.68% | 309 | -1,392 | -10.68% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,577 | 526 | 0.02% | 0.02% | 310 | -1,548 | -11.79% | Q1 2026 | Apr 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,554 | 525 | 0.18% | 0.15% | 311 | -786 | -6.37% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 11,518 | 523 | 0.0% | 0.0% | 312 | -412 | -3.45% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 11,474 | 521 | 0.01% | 0.01% | 313 | -330 | -2.8% | Q1 2026 | May 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 10,299 | 518 | 0.23% | 0.22% | 315 | -1,499 | -12.71% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 11,395 | 518 | 0.19% | 0.18% | 314 | +98 | 0.87% | Q1 2026 | Apr 14, 2026 |
| MARSHALL WACE, LLP | History | New | 11,266 | 512 | 0.0% | — | 316 | +11,266 | New | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 11,225 | 510 | 0.05% | 0.05% | 317 | -1,247 | -10.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,152 | 507 | 0.02% | 0.02% | 318 | +1,530 | 15.9% | Q1 2026 | Apr 28, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 11,016 | 500 | 0.04% | 0.03% | 319 | -237 | -2.11% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Reduced | 10,653 | 484 | 0.11% | 0.11% | 320 | -245 | -2.25% | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 10,565 | 480 | 0.05% | 0.05% | 321 | -382 | -3.49% | Q1 2026 | Apr 23, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 10,454 | 475 | 0.02% | 0.02% | 322 | -159 | -1.5% | Q1 2026 | Apr 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 10,398 | 472 | 0.08% | 0.09% | 323 | -423 | -3.91% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | Added to | 10,290 | 467 | 0.03% | 0.03% | 324 | +430 | 4.36% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,202 | 463 | 0.03% | 0.03% | 325 | +4,975 | 95.18% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,086 | 458 | 0.01% | 0.01% | 326 | +652 | 6.91% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services | History | Added to | 10,062 | 457 | 0.13% | 0.13% | 327 | +455 | 4.74% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Reduced | 10,055 | 457 | 0.01% | 0.01% | 328 | -98 | -0.97% | Q1 2026 | May 01, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 10,033 | 456 | 0.18% | 0.16% | 329 | +1,089 | 12.18% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 10,003 | 454 | 0.04% | 0.03% | 330 | +602 | 6.4% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 9,891 | 449 | 0.06% | 0.06% | 331 | -407 | -3.95% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,725 | 442 | 0.01% | 0.02% | 332 | -727 | -6.96% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 8,600 | 440 | 0.01% | 0.0% | 333 | +3,075 | 55.66% | Q1 2026 | May 06, 2026 |
| Navigation Group, LLC | History | New | 9,532 | 433 | 0.1% | — | 334 | +9,532 | New | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,464 | 430 | 0.04% | 0.04% | 335 | -1,425 | -13.09% | Q1 2026 | Apr 30, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 9,411 | 427 | 0.3% | 0.29% | 336 | -107 | -1.12% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,373 | 426 | 0.01% | 0.02% | 337 | -44 | -0.47% | Q1 2026 | May 15, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 9,627 | 425 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASPIRIANT, LLC | History | No change | 9,300 | 422 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 9,238 | 420 | 0.12% | 0.11% | 340 | +872 | 10.42% | Q1 2026 | Apr 20, 2026 |
| Plum Street Advisors, LLC | History | No change | 9,245 | 420 | 0.15% | 0.15% | 341 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RW Investment Management LLC | History | New | 9,039 | 411 | 0.04% | — | 342 | +9,039 | New | Q1 2026 | Apr 28, 2026 |
| Argentarii, LLC | History | No change | 9,000 | 409 | 0.14% | 0.13% | 343 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Reduced | 8,845 | 402 | 0.02% | 0.02% | 344 | -49 | -0.55% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,816 | 400 | 0.0% | 0.0% | 345 | +1,417 | 19.15% | Q1 2026 | Apr 24, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 8,812 | 400 | 0.18% | 0.19% | 346 | -208 | -2.31% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | No change | 8,654 | 393 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 8,505 | 386 | 0.02% | 0.01% | 348 | +651 | 8.29% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 8,432 | 383 | 0.0% | — | 349 | +8,432 | New | Q1 2026 | May 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 8,317 | 378 | 0.07% | 0.08% | 350 | -178 | -2.1% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,331 | 378 | 0.01% | 0.01% | 351 | -93 | -1.1% | Q1 2026 | Apr 09, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 8,271 | 376 | 0.13% | 0.14% | 352 | -554 | -6.28% | Q1 2026 | May 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 8,184 | 372 | 0.04% | 0.05% | 354 | -1,670 | -16.95% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 8,193 | 372 | 0.01% | 0.01% | 353 | +1,054 | 14.76% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,183 | 372 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GenTrust, LLC | History | Reduced | 8,128 | 369 | 0.02% | 0.04% | 357 | -15,284 | -65.28% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 7,082 | 369 | 0.05% | 0.0% | 358 | +6,977 | 6644.76% | Q1 2026 | May 06, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,137 | 369 | 0.06% | 0.06% | 356 | -177 | -2.13% | Q1 2026 | Apr 16, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 8,114 | 368 | 0.05% | 0.05% | 359 | -863 | -9.61% | Q1 2026 | Apr 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 8,029 | 365 | 0.11% | 0.1% | 360 | +791 | 10.93% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,025 | 364 | 0.01% | 0.0% | 362 | +3,238 | 67.64% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 8,018 | 364 | 0.04% | 0.03% | 361 | +1,016 | 14.51% | Q1 2026 | May 11, 2026 |
| Williams & Novak, LLC | History | Reduced | 7,846 | 359 | 0.27% | 0.26% | 363 | -26 | -0.33% | Q1 2026 | Apr 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 7,874 | 358 | 0.02% | 0.02% | 364 | +300 | 3.96% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 7,850 | 356 | 0.0% | 0.0% | 365 | +1,273 | 19.36% | Q1 2026 | May 13, 2026 |
| RHS Financial, LLC | History | Reduced | 7,809 | 355 | 0.17% | 0.18% | 366 | -665 | -7.85% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,051 | 355 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McCartney Wealth Management LLC | History | No change | 7,791 | 354 | 0.3% | 0.3% | 368 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 7,667 | 348 | 0.01% | 0.0% | 369 | +477 | 6.63% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,640 | 347 | 0.03% | 0.03% | 370 | +781 | 11.39% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,628 | 346 | 0.06% | 0.06% | 371 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | No change | 7,521 | 341 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 7,483 | 340 | 0.06% | 0.05% | 373 | +1,159 | 18.33% | Q1 2026 | May 01, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 7,468 | 339 | 0.09% | 0.09% | 375 | +128 | 1.74% | Q1 2026 | Apr 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 7,466 | 339 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Reduced | 7,448 | 338 | 0.04% | 0.04% | 376 | -78 | -1.04% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,202 | 327 | 0.01% | 0.01% | 377 | +117 | 1.65% | Q1 2026 | Apr 20, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 7,175 | 326 | 0.17% | 0.18% | 379 | -1,392 | -16.25% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,189 | 326 | 0.0% | 0.0% | 378 | +768 | 11.96% | Q1 2026 | Apr 28, 2026 |
| Great Diamond Partners, LLC | History | Added to | 7,120 | 323 | 0.06% | 0.06% | 380 | +255 | 3.71% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,103 | 322 | 0.03% | 0.05% | 381 | -3,494 | -32.97% | Q1 2026 | Apr 22, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 6,968 | 316 | 0.33% | 0.33% | 382 | -421 | -5.7% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,880 | 315 | 0.01% | 0.01% | 383 | +495 | 7.75% | Q1 2026 | Apr 07, 2026 |
| Sharper & Granite LLC | History | Added to | 6,861 | 311 | 0.11% | 0.11% | 384 | +4 | 0.06% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,819 | 310 | 0.0% | 0.0% | 385 | +1,745 | 34.39% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,735 | 306 | 0.0% | 0.0% | 386 | -536 | -7.37% | Q1 2026 | May 13, 2026 |
| Financial Planning Fort Collins, LLC | History | Reduced | 5,937 | 302 | 0.23% | 0.23% | 389 | -53 | -0.88% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 6,657 | 302 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 6,653 | 302 | 0.05% | 0.04% | 388 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 6,623 | 301 | 0.02% | 0.02% | 390 | -2 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 6,602 | 300 | 0.06% | 0.05% | 391 | +1,286 | 24.19% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,564 | 298 | 0.0% | 0.01% | 392 | -1,767 | -21.21% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,728 | 297 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 6,523 | 296 | 0.27% | 0.29% | 394 | -416 | -6.0% | Q1 2026 | May 08, 2026 |
| Peak Financial Management, Inc. | History | No change | 6,497 | 295 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keener Financial Planning LLC | History | Added to | 6,456 | 293 | 0.12% | 0.11% | 396 | +448 | 7.46% | Q1 2026 | May 01, 2026 |
| Causey Wealth LLC | History | Reduced | 6,431 | 292 | 0.12% | 0.16% | 398 | -991 | -13.35% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 6,437 | 292 | 0.04% | 0.04% | 397 | +632 | 10.89% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 6,603 | 291 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ryan Investment Management, Inc. | History | No change | 6,403 | 291 | 0.16% | 0.16% | 400 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WT Wealth Management | History | Reduced | 6,371 | 289 | 0.09% | 0.1% | 402 | -1,171 | -15.53% | Q1 2026 | Apr 21, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 6,363 | 289 | 0.15% | 0.12% | 401 | +997 | 18.58% | Q1 2026 | Apr 27, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 6,365 | 289 | 0.14% | 0.14% | 403 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,353 | 288 | 0.2% | 0.22% | 404 | -724 | -10.23% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 6,304 | 286 | 0.01% | 0.01% | 405 | +1,088 | 20.86% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,278 | 285 | 0.07% | 0.06% | 406 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,206 | 282 | 0.0% | 0.0% | 407 | -256 | -3.96% | Q1 2026 | May 12, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 6,156 | 279 | 0.12% | 0.13% | 408 | -70 | -1.12% | Q1 2026 | Apr 22, 2026 |
| SPINNAKER TRUST | History | New | 6,073 | 276 | 0.02% | — | 410 | +6,073 | New | Q1 2026 | Apr 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 6,080 | 276 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,059 | 275 | 0.01% | — | 411 | +6,059 | New | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 6,045 | 274 | 0.07% | 0.08% | 413 | -371 | -5.78% | Q1 2026 | Apr 20, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 6,037 | 274 | 0.02% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 5,962 | 271 | 0.0% | 0.0% | 414 | -451 | -7.03% | Q1 2026 | May 15, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 5,975 | 271 | 0.11% | 0.1% | 415 | +5 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Bison Wealth, LLC | History | No change | 5,061 | 271 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,142 | 271 | 0.15% | 0.15% | 417 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 5,950 | 270 | 0.05% | 0.05% | 418 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 5,301 | 268 | 0.01% | 0.01% | 420 | -354 | -6.26% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,571 | 268 | 0.02% | 0.01% | 419 | -71 | -1.26% | Q1 2026 | Apr 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,885 | 267 | 0.28% | 0.27% | 422 | -120 | -2.0% | Q1 2026 | Apr 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,876 | 267 | 0.02% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Veridan Wealth LLC | History | Reduced | 5,809 | 264 | 0.1% | 0.09% | 423 | -207 | -3.44% | Q1 2026 | May 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 5,781 | 262 | 0.11% | 0.12% | 424 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | New | 5,731 | 260 | 0.0% | — | 425 | +5,731 | New | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Reduced | 5,688 | 258 | 0.01% | 0.01% | 426 | -433 | -7.07% | Q1 2026 | Apr 27, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 5,653 | 257 | 0.01% | 0.02% | 427 | -848 | -13.04% | Q1 2026 | Apr 23, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,666 | 257 | 0.08% | 0.08% | 428 | -643 | -10.19% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,660 | 257 | 0.01% | 0.02% | 429 | -429 | -7.05% | Q1 2026 | Apr 29, 2026 |
| W ADVISORS, LLC | History | No change | 5,639 | 256 | 0.13% | 0.13% | 430 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,526 | 251 | 0.04% | 0.04% | 431 | -674 | -10.87% | Q1 2026 | Apr 24, 2026 |
| Asempa Wealth Advisors | History | Reduced | 5,494 | 251 | 0.22% | 0.21% | 432 | -32 | -0.58% | Q1 2026 | Apr 08, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 5,439 | 247 | 0.02% | 0.02% | 433 | +364 | 7.17% | Q1 2026 | Apr 24, 2026 |
| ROGCO, LP | History | Reduced | 5,398 | 245 | 0.08% | 0.09% | 435 | -749 | -12.18% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,409 | 245 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| High Falls Advisors, Inc | History | No change | 5,519 | 243 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Keystone Wealth Services, LLC | History | No change | 5,319 | 241 | 0.05% | 0.05% | 437 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Traveka Wealth, LLC | History | Reduced | 5,236 | 238 | 0.09% | 0.1% | 439 | -164 | -3.04% | Q1 2026 | Apr 22, 2026 |
| West Wealth Group, LLC | History | Added to | 5,234 | 238 | 0.05% | 0.05% | 438 | +27 | 0.52% | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | Reduced | 5,172 | 236 | 0.02% | 0.02% | 440 | -736 | -12.46% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,187 | 235 | 0.01% | — | 442 | +5,187 | New | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,171 | 235 | 0.01% | — | 443 | +5,171 | New | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 5,187 | 235 | 0.01% | 0.01% | 441 | +134 | 2.65% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | New | 5,096 | 231 | 0.01% | — | 445 | +5,096 | New | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | New | 5,092 | 231 | 0.1% | — | 446 | +5,092 | New | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Reduced | 5,091 | 231 | 0.03% | 0.03% | 444 | -25 | -0.49% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 5,062 | 230 | 0.01% | 0.01% | 447 | -2,326 | -31.48% | Q1 2026 | Apr 28, 2026 |
| Old Peak Finance LLC | History | No change | 5,076 | 230 | 0.13% | 0.14% | 448 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 5,032 | 228 | 0.07% | — | 450 | +5,032 | New | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 5,035 | 228 | 0.01% | 0.01% | 449 | +130 | 2.65% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 4,970 | 227 | 0.05% | 0.04% | 452 | +2,029 | 68.99% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 5,000 | 227 | 0.04% | 0.04% | 451 | +200 | 4.17% | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,961 | 225 | 0.07% | 0.07% | 453 | +122 | 2.52% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | New | 4,935 | 224 | 0.01% | — | 455 | +4,935 | New | Q1 2026 | Apr 30, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 4,600 | 224 | 0.07% | 0.07% | 454 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 4,844 | 220 | 0.07% | 0.07% | 456 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 4,821 | 219 | 0.03% | 0.03% | 457 | +141 | 3.01% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 4,810 | 218 | 0.06% | — | 458 | +4,810 | New | Q1 2026 | Apr 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,779 | 217 | 0.01% | — | 460 | +4,779 | New | Q1 2026 | May 21, 2026 |
| Values Added Financial LLC | History | Reduced | 4,792 | 217 | 0.09% | 0.09% | 459 | -1 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 4,731 | 215 | 0.18% | — | 463 | +4,731 | New | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 4,729 | 215 | 0.02% | 0.02% | 461 | +2 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Livet Wealth, LLC | History | No change | 4,743 | 215 | 0.14% | 0.13% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,699 | 213 | 0.01% | 0.01% | 464 | -1,559 | -24.91% | Q1 2026 | Apr 17, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 4,705 | 213 | 0.07% | 0.07% | 465 | -312 | -6.22% | Q1 2026 | May 08, 2026 |
| Eley Financial Management, Inc | History | Added to | 4,685 | 213 | 0.08% | 0.07% | 466 | +25 | 0.54% | Q1 2026 | May 19, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 4,675 | 212 | 0.03% | 0.02% | 467 | +689 | 17.29% | Q1 2026 | Apr 15, 2026 |
| Bangor Savings Bank | History | Added to | 4,612 | 209 | 0.02% | 0.01% | 469 | +538 | 13.21% | Q1 2026 | Apr 01, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,600 | 209 | 0.01% | 0.01% | 468 | -50 | -1.08% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | New | 4,569 | 207 | 0.02% | — | 470 | +4,569 | New | Q1 2026 | May 05, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,489 | 204 | 0.1% | 0.38% | 471 | -13,119 | -74.51% | Q1 2026 | May 15, 2026 |
| SK Wealth Management, LLC | History | Reduced | 4,434 | 202 | 0.06% | 0.07% | 472 | -1,017 | -18.66% | Q1 2026 | May 06, 2026 |
| 1ST SOURCE BANK | History | New | 4,422 | 201 | 0.01% | — | 473 | +4,422 | New | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | New | 4,411 | 200 | 0.01% | — | 475 | +4,411 | New | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,399 | 200 | 0.02% | 0.03% | 474 | -1,755 | -28.52% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,221 | 191 | 0.0% | 0.01% | 476 | -2,924 | -40.92% | Q1 2026 | Apr 27, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 4,055 | 184 | 0.1% | 0.01% | 477 | +3,655 | 913.75% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,805 | 173 | 0.0% | — | 479 | +3,805 | New | Q1 2026 | May 08, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 3,805 | 173 | 0.07% | 0.07% | 478 | -441 | -10.39% | Q1 2026 | Apr 28, 2026 |
| UNION SAVINGS BANK | History | Reduced | 3,590 | 163 | 0.07% | 0.07% | 480 | -80 | -2.18% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,642 | 159 | 0.01% | 0.01% | 482 | +663 | 22.26% | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 3,514 | 159 | 0.09% | 0.09% | 481 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,332 | 151 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,226 | 147 | 0.01% | 0.01% | 485 | -616 | -16.03% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,250 | 147 | 0.0% | 0.0% | 484 | +17 | 0.53% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 3,031 | 137 | 0.0% | 0.0% | 486 | -443 | -12.75% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Reduced | 3,010 | 136 | 0.05% | 0.06% | 487 | -108 | -3.46% | Q1 2026 | Apr 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,990 | 135 | 0.0% | 0.0% | 488 | -14,971 | -83.35% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Reduced | 2,817 | 128 | 0.01% | 0.04% | 489 | -2,313 | -45.09% | Q1 2026 | Apr 28, 2026 |
| Finley Financial, LLC | History | No change | 2,420 | 110 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,419 | 109 | 0.01% | 0.01% | 491 | -141 | -5.51% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 2,271 | 103 | 0.0% | 0.01% | 492 | -4,615 | -67.02% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | Added to | 2,222 | 101 | 0.05% | 0.03% | 493 | +874 | 64.84% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 2,184 | 99 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,176 | 98 | 0.0% | 0.0% | 495 | -70 | -3.12% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,087 | 94 | 0.01% | — | 497 | +2,087 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY COUNSELLING INC | History | Reduced | 2,072 | 94 | 0.26% | 0.26% | 496 | -137 | -6.2% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,037 | 92 | 0.0% | 0.01% | 498 | -2,681 | -56.82% | Q1 2026 | Apr 24, 2026 |
| EFG International AG | History | Reduced | 1,959 | 89 | 0.0% | 0.01% | 500 | -4,400 | -69.19% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 1,979 | 89 | 0.0% | 0.0% | 499 | -642 | -24.49% | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,946 | 88 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,920 | 87 | 0.07% | 0.07% | 502 | +62 | 3.34% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | No change | 1,907 | 86 | 0.06% | 0.06% | 503 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,807 | 82 | 0.0% | — | 504 | +1,807 | New | Q1 2026 | May 15, 2026 |
| Gould Capital, LLC | History | Reduced | 1,797 | 81 | 0.05% | 0.05% | 505 | -167 | -8.5% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,767 | 80 | 0.01% | 0.0% | 506 | +615 | 53.39% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,754 | 79 | 0.02% | — | 507 | +1,754 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 1,726 | 78 | 0.05% | 0.04% | 509 | +21 | 1.23% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,779 | 78 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | New | 1,708 | 77 | 0.02% | — | 510 | +1,708 | New | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,732 | 76 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WealthCollab, LLC | History | No change | 1,562 | 71 | 0.03% | 0.03% | 512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,548 | 70 | 0.06% | — | 513 | +1,548 | New | Q1 2026 | Apr 16, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 1,525 | 69 | 0.03% | 0.04% | 514 | -133 | -8.02% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,442 | 65 | 0.01% | 0.01% | 516 | -51 | -3.42% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | No change | 1,446 | 65 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 1,328 | 60 | 0.0% | 0.0% | 518 | +254 | 23.65% | Q1 2026 | Apr 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,331 | 60 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,266 | 57 | 0.04% | 0.02% | 519 | +826 | 187.73% | Q1 2026 | Apr 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 1,183 | 53 | 0.02% | 0.03% | 520 | -66 | -5.28% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 1,142 | 51 | 0.0% | 0.0% | 521 | +267 | 30.51% | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,100 | 50 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,046 | 46 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,007 | 45 | 0.0% | 0.0% | 524 | +5 | 0.5% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 934 | 42 | 0.01% | — | 526 | +934 | New | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 928 | 42 | 0.0% | 0.0% | 525 | -73 | -7.29% | Q1 2026 | May 19, 2026 |
| Hurley Capital, LLC | History | New | 889 | 40 | 0.02% | — | 527 | +889 | New | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 867 | 39 | 0.0% | 0.0% | 528 | -141 | -13.99% | Q1 2026 | May 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 853 | 38 | 0.0% | — | 529 | +853 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 842 | 38 | 0.0% | — | 530 | +842 | New | Q1 2026 | May 07, 2026 |
| Winthrop Capital Management, LLC | History | No change | 824 | 37 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 809 | 36 | 0.0% | 0.0% | 532 | +56 | 7.44% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 772 | 35 | 0.0% | 0.0% | 533 | +728 | 1654.55% | Q1 2026 | Apr 28, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 756 | 34 | 0.01% | 0.02% | 535 | -202 | -21.09% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 769 | 34 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | Reduced | 704 | 32 | 0.01% | 0.01% | 538 | -488 | -40.94% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 709 | 32 | 0.0% | 0.0% | 536 | -268 | -27.43% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 709 | 32 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 701 | 31 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 665 | 30 | 0.0% | — | 541 | +665 | New | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | No change | 668 | 30 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 651 | 29 | 0.0% | 0.0% | 542 | +481 | 282.94% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 645 | 29 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 638 | 29 | 0.02% | 0.02% | 544 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 632 | 28 | 0.0% | — | 545 | +632 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 598 | 27 | 0.0% | 0.0% | 546 | -17 | -2.76% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 590 | 26 | 0.0% | 0.0% | 547 | -401 | -40.46% | Q1 2026 | Apr 09, 2026 |
| WFA of San Diego, LLC | History | No change | 577 | 26 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | New | 528 | 24 | 0.0% | — | 549 | +528 | New | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 541 | 23 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CVA Family Office, LLC | History | Added to | 475 | 21 | 0.0% | 0.0% | 551 | +132 | 38.48% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 466 | 21 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 439 | 19 | 0.01% | 0.01% | 553 | +16 | 3.78% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 420 | 19 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | No change | 406 | 18 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 375 | 17 | 0.0% | 0.0% | 556 | -3 | -0.79% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | No change | 395 | 17 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | New | 360 | 16 | 0.0% | — | 560 | +360 | New | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 354 | 16 | 0.0% | 0.0% | 558 | +301 | 567.92% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 373 | 16 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 333 | 15 | 0.01% | 0.01% | 561 | -2 | -0.6% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 325 | 14 | 0.0% | — | 563 | +325 | New | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | No change | 321 | 14 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 290 | 13 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | No change | 290 | 13 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kilter Group LLC | History | Reduced | 274 | 12 | 0.01% | 0.01% | 566 | -18 | -6.16% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 250 | 11 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JDM Financial Group LLC | History | New | 241 | 10 | 0.0% | — | 569 | +241 | New | Q1 2026 | May 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 241 | 10 | 0.0% | 0.0% | 568 | -24 | -9.06% | Q1 2026 | Apr 27, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 208 | 9 | 0.0% | 0.0% | 570 | -19 | -8.37% | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 199 | 9 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 212 | 9 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Midway Capital Research & Management | History | New | 178 | 8 | 0.01% | — | 574 | +178 | New | Q1 2026 | Apr 13, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 175 | 8 | 0.0% | 0.0% | 573 | +28 | 19.05% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 159 | 7 | 0.0% | 0.0% | 576 | -188 | -54.18% | Q1 2026 | Apr 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MASECO LLP | History | No change | 165 | 7 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 166 | 7 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 172 | 7 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | No change | 138 | 6 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 100 | 4 | 0.0% | 0.0% | 583 | -118 | -54.13% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | New | 89 | 4 | 0.0% | — | 586 | +89 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 100 | 4 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 74 | 3 | 0.0% | 0.0% | 589 | -8 | -9.76% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 76 | 3 | 0.0% | 0.0% | 587 | +2 | 2.7% | Q1 2026 | Apr 13, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 84 | 3 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tidemark, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | No change | 87 | 3 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 64 | 2 | 0.0% | 0.0% | 593 | -3 | -4.48% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Reduced | 43 | 1 | 0.0% | 0.01% | 599 | -134 | -75.71% | Q1 2026 | May 07, 2026 |
| Raleigh Capital Management Inc. | History | New | 27 | 1 | 0.0% | — | 601 | +27 | New | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | New | 27 | 1 | 0.0% | — | 602 | +27 | New | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -555,947 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -418,881 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -297,361 | -100.0% | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.3% | — | -128,787 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,253 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.27% | — | -71,200 | -100.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.62% | — | -44,341 | -100.0% | Q1 2026 | May 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,840 | -100.0% | Q1 2026 | May 01, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,359 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,655 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Alternatives, Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -5,172 | -100.0% | Q1 2026 | May 01, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,981 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,714 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,663 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DDFG, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -4,545 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,381 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Buttonwood Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,380 | -100.0% | Q1 2026 | Apr 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,581 | -100.0% | Q1 2026 | May 01, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,289 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,124 | -100.0% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,011 | -100.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -219 | -100.0% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -120 | -100.0% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 01, 2026 |
| Realta Investment Advisors | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Davis Capital Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |