iSHARES TRUST - FLOT
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 | Reduced | 8,730,058 | 444,796 | 0.03% | 0.03% | 1 | -120,163 | -1.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,398,192 | 325,987 | 0.02% | 0.02% | 2 | +261,878 | 4.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,279,576 | 319,981 | 0.07% | 0.02% | 3 | +4,215,550 | 204.24% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,476,052 | 279,004 | 0.04% | 0.04% | 4 | +22,191 | 0.41% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,492,481 | 228,891 | 0.06% | 0.06% | 5 | +325,684 | 7.82% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,476,130 | 177,108 | 0.03% | 0.03% | 6 | +221,903 | 6.82% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Added to | 3,130,128 | 159,480 | 2.5% | 2.29% | 7 | +216,519 | 7.43% | Q1 2026 | May 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,045,792 | 155,183 | 1.31% | 1.37% | 8 | -87,684 | -2.8% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,013,672 | 153,546 | 0.04% | 0.04% | 9 | -32,685 | -1.07% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,627,044 | 133,847 | 0.0% | 0.0% | 10 | -4,673 | -0.18% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,511,233 | 127,947 | 0.02% | 0.02% | 11 | +206,680 | 8.97% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,029,454 | 103,400 | 0.06% | 0.05% | 12 | +230,814 | 12.83% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,965,478 | 100,141 | 0.2% | 0.2% | 13 | +46,823 | 2.44% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,762,875 | 89,817 | 0.02% | 0.02% | 14 | -247,986 | -12.33% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,602,722 | 81,658 | 0.03% | 0.02% | 15 | +311,698 | 24.14% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,524,738 | 77,685 | 4.23% | 2.86% | 16 | +434,772 | 39.89% | Q1 2026 | May 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,482,008 | 75,507 | 0.41% | 0.39% | 17 | +28,489 | 1.96% | Q1 2026 | Apr 15, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 1,407,923 | 71,733 | 7.89% | 7.8% | 18 | -10,164 | -0.72% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,395,778 | 70,947 | 0.0% | 0.0% | 19 | +103,989 | 8.05% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,286,338 | 65,538 | 0.98% | 1.28% | 20 | -440,430 | -25.51% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,109,611 | 56,534 | 0.29% | 0.31% | 21 | +4,126 | 0.37% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,086,284 | 55,346 | 0.06% | 0.06% | 22 | +13,784 | 1.29% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,001,873 | 51,045 | 0.07% | 0.07% | 23 | -13,239 | -1.3% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 999,101 | 50,904 | 0.01% | 0.02% | 24 | -256,284 | -20.41% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 937,692 | 47,775 | 0.04% | — | 25 | +937,692 | New | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 780,000 | 39,741 | 0.64% | 0.73% | 26 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 772,289 | 39,348 | 2.29% | 2.31% | 27 | +4,345 | 0.57% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 766,742 | 39,065 | 0.06% | 0.06% | 28 | -2,054 | -0.27% | Q1 2026 | May 15, 2026 |
| Demars Financial Group, LLC | History | Reduced | 707,394 | 36,041 | 11.87% | 12.2% | 29 | -9,071 | -1.27% | Q1 2026 | Apr 29, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 682,255 | 34,760 | 9.5% | 6.44% | 30 | +192,792 | 39.39% | Q1 2026 | Apr 29, 2026 |
| Destination Wealth Management | History | Added to | 678,038 | 34,546 | 0.9% | 0.86% | 31 | +32,181 | 4.98% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 651,459 | 33,191 | 5.3% | 5.08% | 32 | -3,874 | -0.59% | Q1 2026 | May 04, 2026 |
| Walker Financial Services, Inc. | History | Added to | 650,280 | 33,131 | 11.33% | 10.1% | 33 | +102,454 | 18.7% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 608,070 | 30,981 | 0.08% | 0.08% | 34 | +38,481 | 6.76% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 606,061 | 30,878 | 0.03% | 0.03% | 35 | +7,506 | 1.25% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | New | 601,090 | 30,601 | 3.53% | — | 36 | +601,090 | New | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 538,962 | 27,460 | 3.25% | 3.4% | 37 | -17,514 | -3.15% | Q1 2026 | Apr 15, 2026 |
| Towercrest Capital Management | History | Reduced | 537,209 | 27,370 | 4.26% | 4.51% | 38 | -25,689 | -4.56% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 531,607 | 27,085 | 0.04% | 0.03% | 39 | +109,711 | 26.0% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 494,374 | 25,188 | 0.03% | 0.03% | 40 | +12,647 | 2.63% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 470,037 | 23,948 | 0.03% | 0.03% | 41 | -1,126 | -0.24% | Q1 2026 | May 05, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 466,134 | 23,749 | 2.96% | 2.5% | 42 | +60,487 | 14.91% | Q1 2026 | May 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 432,756 | 22,087 | 2.02% | 2.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 407,590 | 20,773 | 0.13% | 0.13% | 44 | -10,679 | -2.55% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 406,844 | 20,728 | 1.21% | 1.25% | 45 | +7,015 | 1.75% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 393,718 | 20,059 | 1.65% | 1.7% | 46 | -8,667 | -2.15% | Q1 2026 | May 06, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 387,259 | 19,730 | 4.0% | 5.74% | 47 | -230,354 | -37.3% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 368,417 | 18,770 | 0.22% | 0.23% | 48 | -20,521 | -5.28% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 346,718 | 17,665 | 0.0% | 0.0% | 49 | -20,385 | -5.55% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 343,322 | 17,492 | 0.93% | 1.25% | 50 | -8,120 | -2.31% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 339,335 | 17,289 | 0.05% | 0.05% | 51 | -99,550 | -22.68% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 334,728 | 17,054 | 0.03% | 0.03% | 52 | +32,484 | 10.75% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 325,990 | 16,608 | 0.02% | 0.02% | 53 | +9,920 | 3.14% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 317,813 | 16,192 | 0.3% | 0.29% | 54 | +16,690 | 5.54% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 311,245 | 15,857 | 0.45% | 0.57% | 55 | -51,163 | -14.12% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Added to | 308,804 | 15,733 | 0.44% | 0.42% | 56 | +8,626 | 2.87% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 305,052 | 15,542 | 0.03% | 0.01% | 57 | +153,045 | 100.68% | Q1 2026 | May 14, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 297,261 | 15,145 | 2.45% | 5.6% | 58 | -367,795 | -55.3% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 295,638 | 15,062 | 0.12% | 0.11% | 59 | -13,205 | -4.28% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 295,247 | 15,042 | 0.08% | 0.03% | 60 | +203,079 | 220.34% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 285,970 | 14,570 | 0.94% | 3.29% | 61 | -738,018 | -72.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 283,983 | 14,468 | 0.11% | 0.11% | 62 | +13,692 | 5.07% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | Added to | 283,667 | 14,452 | 1.12% | 1.02% | 63 | +17,776 | 6.69% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 276,749 | 14,100 | 0.01% | 0.01% | 64 | -31,891 | -10.33% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 275,075 | 14,015 | 0.05% | 0.06% | 65 | -4,853 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Management Group | History | Reduced | 266,777 | 13,592 | 2.97% | 3.08% | 66 | -9,456 | -3.42% | Q1 2026 | Apr 29, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 264,967 | 13,500 | 0.38% | 0.39% | 67 | -10,487 | -3.81% | Q1 2026 | May 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 262,648 | 13,381 | 3.78% | 3.75% | 68 | +1,332 | 0.51% | Q1 2026 | May 01, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 257,928 | 13,128 | 5.76% | 5.94% | 69 | +5,587 | 2.21% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 244,883 | 12,454 | 0.6% | 0.59% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 243,564 | 12,409 | 0.57% | 0.64% | 71 | +14,447 | 6.31% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 241,231 | 12,290 | 0.01% | 0.0% | 72 | +54,069 | 28.89% | Q1 2026 | May 12, 2026 |
| Alpha Zero LLC | History | Added to | 226,132 | 11,521 | 5.83% | 5.16% | 73 | +40,570 | 21.86% | Q1 2026 | May 07, 2026 |
| Summit Portfolio Management, LTD. | History | New | 222,056 | 11,313 | 7.28% | — | 74 | +222,056 | New | Q1 2026 | Apr 30, 2026 |
| WNY Asset Management, LLC | History | New | 220,958 | 11,257 | 1.16% | — | 75 | +220,958 | New | Q1 2026 | May 22, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 212,275 | 10,815 | 5.79% | 5.32% | 76 | +18,206 | 9.38% | Q1 2026 | Apr 20, 2026 |
| Investment Planning Advisors, Inc. | History | New | 211,765 | 10,789 | 2.97% | — | 77 | +211,765 | New | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 211,733 | 10,787 | 0.02% | 0.02% | 78 | -1,182 | -0.56% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 209,067 | 10,651 | 0.18% | 0.1% | 79 | +88,449 | 73.33% | Q1 2026 | May 05, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 231,953 | 10,485 | 2.26% | 2.38% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 205,745 | 10,482 | 0.27% | — | 81 | +205,745 | New | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 196,584 | 9,981 | 5.08% | 4.74% | 82 | +14,015 | 7.68% | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 196,477 | 9,966 | 6.78% | — | 83 | +196,477 | New | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 194,171 | 9,893 | 0.04% | 0.04% | 84 | -11,170 | -5.44% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 192,447 | 9,805 | 1.1% | 1.11% | 85 | -7,231 | -3.62% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 191,855 | 9,757 | 0.06% | 0.08% | 86 | -25,926 | -11.9% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 191,485 | 9,756 | 0.41% | 0.37% | 87 | +9,300 | 5.1% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 187,573 | 9,556 | 0.24% | 0.23% | 88 | +2,041 | 1.1% | Q1 2026 | Apr 29, 2026 |
| Cadence Bank | History | No change | 186,973 | 9,509 | 0.56% | 0.56% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Shira Ridge Wealth Management | History | Added to | 184,449 | 9,397 | 3.72% | 2.83% | 90 | +45,716 | 32.95% | Q1 2026 | Apr 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 183,986 | 9,374 | 2.48% | 2.89% | 91 | -36,920 | -16.71% | Q1 2026 | Apr 22, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 182,348 | 9,290 | 1.1% | 1.08% | 92 | +25,241 | 16.07% | Q1 2026 | Apr 30, 2026 |
| Perennial Advisors, LLC | History | Added to | 178,909 | 9,115 | 1.55% | 1.46% | 93 | +7,718 | 4.51% | Q1 2026 | Apr 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 173,959 | 8,863 | 0.69% | 0.64% | 94 | +6,590 | 3.94% | Q1 2026 | Apr 29, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 173,356 | 8,832 | 1.14% | 0.92% | 95 | +9,474 | 5.78% | Q1 2026 | Apr 22, 2026 |
| Windsor Capital Management, LLC | History | Added to | 173,132 | 8,821 | 2.49% | 2.37% | 96 | +4,404 | 2.61% | Q1 2026 | Apr 10, 2026 |
| Single Point Partners, LLC | History | Added to | 171,794 | 8,752 | 1.74% | 1.69% | 97 | +3,869 | 2.3% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 165,761 | 8,445 | 0.2% | 0.22% | 98 | -13,307 | -7.43% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 164,279 | 8,370 | 0.09% | 0.02% | 99 | +127,636 | 348.32% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 163,050 | 8,307 | 0.13% | — | 100 | +163,050 | New | Q1 2026 | May 15, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 162,791 | 8,294 | 3.44% | 3.15% | 101 | +10,457 | 6.86% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 161,991 | 8,253 | 0.51% | 0.6% | 102 | +24,662 | 17.96% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 160,359 | 8,170 | 0.01% | 0.01% | 103 | -2,594 | -1.59% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 159,743 | 8,138 | 2.38% | 2.26% | 104 | +5,394 | 3.49% | Q1 2026 | Apr 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 155,960 | 7,946 | 1.57% | 1.6% | 105 | +818 | 0.53% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 154,700 | 7,881 | 0.01% | — | 106 | +154,700 | New | Q1 2026 | May 11, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 152,334 | 7,761 | 4.48% | 4.15% | 107 | +12,742 | 9.13% | Q1 2026 | Apr 17, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 150,678 | 7,677 | 0.01% | 0.0% | 108 | +45,123 | 42.75% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | Added to | 149,722 | 7,628 | 2.07% | 1.39% | 109 | +45,767 | 44.03% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 148,373 | 7,559 | 0.23% | 0.21% | 110 | +9,640 | 6.95% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 147,196 | 7,499 | 0.42% | 0.41% | 111 | +3,740 | 2.61% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 143,945 | 7,334 | 0.08% | 0.08% | 112 | +2,527 | 1.79% | Q1 2026 | Apr 28, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 143,506 | 7,311 | 1.65% | 2.14% | 113 | -42,970 | -23.04% | Q1 2026 | Apr 20, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 142,857 | 7,252 | 4.62% | 6.62% | 114 | -106,464 | -42.7% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 141,615 | 7,215 | 0.01% | 0.01% | 115 | +2,793 | 2.01% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Reduced | 141,331 | 7,201 | 0.78% | 0.86% | 116 | -18,808 | -11.74% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 140,976 | 7,182 | 6.94% | 7.11% | 117 | -995 | -0.7% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Added to | 140,880 | 7,177 | 1.14% | 1.11% | 118 | +4,265 | 3.12% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 138,500 | 7,056 | 0.18% | 0.11% | 120 | +52,023 | 60.16% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 138,506 | 7,056 | 0.01% | 0.01% | 119 | -33,020 | -19.25% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 137,351 | 6,998 | 0.09% | 0.1% | 121 | -3,511 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 135,037 | 6,880 | 0.94% | 0.84% | 122 | +11,691 | 9.48% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 134,442 | 6,849 | 0.13% | 0.12% | 123 | +16,121 | 13.62% | Q1 2026 | Apr 14, 2026 |
| FCA CORP /TX | History | Added to | 132,790 | 6,765 | 1.91% | 1.83% | 124 | +5,005 | 3.92% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 130,232 | 6,636 | 1.88% | 1.72% | 125 | +13,709 | 11.77% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 129,584 | 6,602 | 0.06% | 0.09% | 126 | -55,232 | -29.88% | Q1 2026 | May 08, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 129,055 | 6,575 | 2.64% | 2.72% | 127 | -15,964 | -11.01% | Q1 2026 | Apr 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 125,951 | 6,417 | 0.94% | 0.67% | 128 | +54,615 | 76.56% | Q1 2026 | Apr 27, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 125,853 | 6,412 | 1.1% | 1.08% | 129 | +1,573 | 1.27% | Q1 2026 | May 06, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 125,240 | 6,380 | 1.67% | 1.44% | 130 | +3,075 | 2.52% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 125,201 | 6,379 | 0.08% | 0.08% | 131 | -1,986 | -1.56% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 123,414 | 6,264 | 1.36% | 1.31% | 132 | +4,236 | 3.55% | Q1 2026 | Apr 08, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 122,500 | 6,241 | 0.36% | 0.33% | 133 | -14,900 | -10.84% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | Added to | 120,436 | 6,136 | 0.78% | 0.73% | 134 | +8,837 | 7.92% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 119,117 | 6,069 | 0.14% | 0.13% | 135 | +3,606 | 3.12% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 118,606 | 6,050 | 0.47% | 0.55% | 136 | -6,839 | -5.45% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 118,181 | 6,021 | 0.08% | 0.06% | 137 | +33,349 | 39.31% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 117,757 | 5,999 | 0.0% | 0.0% | 138 | +14,570 | 14.12% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Added to | 116,117 | 5,916 | 1.79% | 1.72% | 139 | +1,857 | 1.63% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 115,046 | 5,861 | 0.0% | 0.0% | 140 | +78,250 | 212.66% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 113,493 | 5,782 | 0.26% | 0.22% | 141 | +12,329 | 12.19% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,514 | 5,609 | 0.0% | 0.0% | 142 | +28,124 | 34.14% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 109,749 | 5,591 | 0.06% | 0.05% | 143 | +72,990 | 198.56% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 108,129 | 5,505 | 0.91% | — | 144 | +108,129 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 106,179 | 5,409 | 0.01% | 0.05% | 145 | -225,224 | -67.96% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 106,012 | 5,401 | 0.0% | 0.0% | 146 | +99,790 | 1603.83% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 103,099 | 5,252 | 0.3% | 0.3% | 147 | +5,042 | 5.14% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 102,532 | 5,223 | 0.03% | 0.03% | 148 | +10,561 | 11.48% | Q1 2026 | May 05, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 101,545 | 5,164 | 7.84% | 7.84% | 149 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Haverford Trust Co | History | Reduced | 100,888 | 5,140 | 0.05% | 0.05% | 150 | -20,253 | -16.72% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 99,090 | 5,048 | 0.62% | 0.78% | 151 | -28,120 | -22.11% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Reduced | 98,697 | 5,028 | 1.2% | 1.3% | 152 | -5,719 | -5.48% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 97,101 | 4,947 | 0.03% | 0.03% | 153 | -4,930 | -4.83% | Q1 2026 | May 13, 2026 |
| Baring Financial LLC | History | Added to | 94,933 | 4,836 | 2.96% | 2.81% | 154 | +4,233 | 4.67% | Q1 2026 | Apr 06, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 94,869 | 4,833 | 1.36% | 1.32% | 155 | +726 | 0.77% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | New | 92,513 | 4,705 | 2.21% | — | 156 | +92,513 | New | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 90,813 | 4,626 | 0.0% | 0.0% | 157 | +34,733 | 61.93% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Added to | 90,422 | 4,607 | 0.67% | 0.59% | 158 | +10,000 | 12.43% | Q1 2026 | May 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 89,049 | 4,537 | 2.71% | 3.28% | 159 | -3,323 | -3.6% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 88,579 | 4,513 | 0.05% | 0.06% | 160 | -18,322 | -17.14% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 88,546 | 4,511 | 0.01% | 0.01% | 161 | -3,144 | -3.43% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 86,632 | 4,413 | 0.77% | 0.34% | 162 | +49,400 | 132.68% | Q1 2026 | May 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 86,013 | 4,382 | 2.93% | 1.61% | 163 | +22,046 | 34.46% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 84,915 | 4,326 | 0.23% | 0.23% | 164 | -2,625 | -3.0% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 84,219 | 4,290 | 0.0% | 0.03% | 165 | -708,753 | -89.38% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | New | 83,592 | 4,259 | 0.03% | — | 166 | +83,592 | New | Q1 2026 | May 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 83,364 | 4,247 | 1.5% | 1.31% | 167 | +15,194 | 22.29% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 83,051 | 4,231 | 0.31% | 0.27% | 168 | +10,441 | 14.38% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 82,335 | 4,194 | 0.02% | 0.02% | 169 | -5,151 | -5.89% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 82,235 | 4,190 | 1.14% | 0.91% | 170 | +18,112 | 28.25% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 81,974 | 4,169 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,427 | 4,148 | 0.01% | 0.0% | 172 | +79,207 | 3567.88% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 80,611 | 4,107 | 0.37% | 0.39% | 173 | -47,330 | -36.99% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 80,393 | 4,096 | 0.45% | 0.7% | 174 | -1,045 | -1.28% | Q1 2026 | May 07, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 80,365 | 4,094 | 0.46% | 0.46% | 175 | +791 | 0.99% | Q1 2026 | Apr 10, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 80,347 | 4,079 | 1.54% | 1.61% | 176 | -1,378 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Virtus Family Office LLC | History | Reduced | 79,612 | 4,056 | 3.46% | 3.88% | 177 | -9,000 | -10.16% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,475 | 4,049 | 0.01% | 0.0% | 178 | +51,160 | 180.68% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 78,796 | 4,014 | 0.92% | 1.07% | 179 | -5,368 | -6.38% | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | Reduced | 78,065 | 3,977 | 2.03% | 1.96% | 180 | -1,582 | -1.99% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 79,315 | 3,890 | 0.01% | — | 181 | +79,315 | New | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 71,718 | 3,654 | 0.05% | 0.05% | 182 | +4,463 | 6.64% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 71,713 | 3,653 | 0.06% | 0.06% | 183 | +2,937 | 4.27% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,295 | 3,632 | 0.06% | 0.07% | 184 | +5,829 | 8.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71,283 | 3,615 | 0.03% | 0.04% | 185 | +3,726 | 5.52% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 70,763 | 3,605 | 0.2% | 0.02% | 186 | +65,354 | 1208.25% | Q1 2026 | Apr 30, 2026 |
| Blue Capital, Inc. | History | Added to | 70,574 | 3,595 | 2.35% | 1.92% | 187 | +17,585 | 33.19% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 69,977 | 3,565 | 0.11% | 0.21% | 188 | -39,738 | -36.22% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 69,438 | 3,537 | 0.27% | 0.38% | 189 | +23,172 | 50.08% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 69,421 | 3,537 | 0.11% | 0.05% | 190 | +7,459 | 12.04% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,988 | 3,514 | 0.02% | 0.02% | 191 | +3,971 | 6.11% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 68,791 | 3,504 | 0.57% | 0.53% | 192 | +3,885 | 5.99% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 68,110 | 3,470 | 0.18% | 0.19% | 193 | -1,490 | -2.14% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 66,523 | 3,389 | 0.07% | 0.06% | 194 | +5,693 | 9.36% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 65,731 | 3,349 | 0.12% | 0.12% | 195 | +548 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 65,510 | 3,337 | 0.92% | 1.09% | 196 | -2,199 | -3.25% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Added to | 65,246 | 3,324 | 0.04% | 0.04% | 197 | +2,450 | 3.9% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Added to | 64,827 | 3,297 | 0.18% | 0.1% | 198 | +19,716 | 43.71% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 64,506 | 3,280 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ETF Store, Inc. | History | Added to | 64,265 | 3,274 | 3.19% | 2.92% | 200 | +7,880 | 13.98% | Q1 2026 | Apr 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 63,936 | 3,257 | 0.21% | 0.2% | 201 | +2,522 | 4.11% | Q1 2026 | Apr 16, 2026 |
| Sidoxia Capital Management, LLC | History | New | 63,208 | 3,220 | 2.78% | — | 202 | +63,208 | New | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 62,165 | 3,167 | 0.19% | 0.18% | 203 | +4,731 | 8.24% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 62,145 | 3,166 | 0.01% | 0.01% | 204 | -34,125 | -35.45% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 62,089 | 3,163 | 0.04% | 0.04% | 205 | -3,678 | -5.59% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | Added to | 61,649 | 3,136 | 0.35% | 0.31% | 206 | +17,019 | 38.13% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 60,950 | 3,105 | 0.01% | 0.01% | 207 | -2,844 | -4.46% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 60,803 | 3,097 | 0.05% | 0.05% | 208 | -3,084 | -4.83% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 59,810 | 3,047 | 0.3% | 0.25% | 209 | +11,133 | 22.87% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 59,256 | 3,005 | 0.21% | 0.13% | 210 | +22,919 | 63.07% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 58,539 | 2,982 | 0.15% | 0.13% | 211 | +6,155 | 11.75% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 58,367 | 2,973 | 0.0% | 0.0% | 212 | -2,954 | -4.82% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 58,167 | 2,964 | 0.01% | 0.01% | 213 | -25,697 | -30.64% | Q1 2026 | Apr 22, 2026 |
| WRAPMANAGER INC | History | Added to | 57,927 | 2,951 | 1.03% | 0.94% | 214 | +3,496 | 6.42% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,685 | 2,939 | 0.05% | 0.06% | 215 | +1,869 | 3.35% | Q1 2026 | May 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 57,365 | 2,922 | 0.18% | 0.18% | 216 | +439 | 0.77% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 57,198 | 2,914 | 1.33% | 0.92% | 217 | +19,727 | 52.65% | Q1 2026 | Apr 10, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 57,088 | 2,908 | 0.36% | 0.39% | 218 | -7,615 | -11.77% | Q1 2026 | May 04, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 57,060 | 2,907 | 2.72% | 2.55% | 219 | +1,905 | 3.45% | Q1 2026 | May 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 56,810 | 2,894 | 0.42% | 0.77% | 220 | -49,852 | -46.74% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,202 | 2,863 | 0.02% | 0.03% | 221 | +4,638 | 8.99% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | New | 55,871 | 2,846 | 0.57% | — | 222 | +55,871 | New | Q1 2026 | Apr 01, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 55,296 | 2,813 | 0.11% | 0.11% | 223 | +1,439 | 2.67% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 54,761 | 2,790 | 0.11% | 0.04% | 224 | +35,753 | 188.09% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 64,830 | 2,758 | 0.01% | 0.0% | 225 | +531 | 0.83% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 53,399 | 2,720 | 0.23% | 0.24% | 226 | -3,204 | -5.66% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 52,891 | 2,694 | 0.05% | — | 227 | +52,891 | New | Q1 2026 | May 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 52,037 | 2,651 | 1.94% | 1.85% | 228 | +2,302 | 4.63% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 51,076 | 2,602 | 0.9% | 1.03% | 229 | -5,074 | -9.04% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 50,779 | 2,587 | 0.02% | 0.01% | 231 | +14,210 | 38.86% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 50,793 | 2,587 | 0.35% | 0.32% | 230 | +5,812 | 12.92% | Q1 2026 | Apr 14, 2026 |
| Advisors Preferred, LLC | History | New | 49,149 | 2,504 | 0.37% | — | 232 | +49,149 | New | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,980 | 2,484 | 0.4% | 0.37% | 233 | +7,054 | 16.82% | Q1 2026 | Apr 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 47,458 | 2,417 | 1.65% | 1.12% | 234 | +17,680 | 59.37% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 47,317 | 2,410 | 0.26% | 0.29% | 235 | -1,938 | -3.93% | Q1 2026 | May 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 47,265 | 2,408 | 0.41% | — | 236 | +47,265 | New | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 44,410 | 2,258 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LCNB CORP | History | Added to | 44,129 | 2,248 | 0.76% | 0.52% | 238 | +13,800 | 45.5% | Q1 2026 | May 11, 2026 |
| TRB Wealth Management, LLC | History | New | 43,421 | 2,212 | 0.31% | — | 239 | +43,421 | New | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 42,741 | 2,177 | 0.65% | 0.68% | 240 | -721 | -1.66% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 42,489 | 2,164 | 0.01% | 0.0% | 241 | +30,499 | 254.37% | Q1 2026 | May 05, 2026 |
| SlateStone Wealth, LLC | History | Added to | 42,195 | 2,150 | 0.18% | 0.17% | 242 | +2,755 | 6.99% | Q1 2026 | May 14, 2026 |
| TOEWS CORP /ADV | History | Reduced | 41,228 | 2,100 | 0.81% | 0.33% | 243 | -3,000 | -6.78% | Q1 2026 | May 04, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 41,137 | 2,095 | 1.76% | 1.97% | 244 | -3,925 | -8.71% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 40,168 | 2,046 | 0.29% | 0.24% | 245 | +7,992 | 24.84% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 40,026 | 2,039 | 0.16% | 0.25% | 246 | -25,510 | -38.93% | Q1 2026 | May 15, 2026 |
| Nutshell Asset Management Ltd | History | No change | 40,026 | 2,039 | 1.11% | 0.73% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 39,548 | 2,014 | 1.24% | — | 248 | +39,548 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 39,512 | 2,013 | 0.06% | 0.02% | 249 | +26,358 | 200.38% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 39,191 | 1,996 | 0.06% | 0.06% | 250 | +5,210 | 15.33% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 38,841 | 1,978 | 0.44% | 0.43% | 251 | +310 | 0.8% | Q1 2026 | Apr 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 37,221 | 1,896 | 0.21% | 0.17% | 252 | +5,700 | 18.08% | Q1 2026 | Apr 28, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 36,588 | 1,864 | 0.75% | 0.77% | 253 | -2,185 | -5.64% | Q1 2026 | Apr 23, 2026 |
| Blue Fin Capital, Inc. | History | No change | 36,628 | 1,862 | 0.29% | 0.29% | 254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 36,100 | 1,839 | 0.08% | 0.08% | 255 | -398 | -1.09% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,048 | 1,836 | 0.04% | 0.04% | 256 | -1,063 | -2.86% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 35,925 | 1,830 | 0.12% | 0.14% | 257 | -2,941 | -7.57% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 35,504 | 1,808 | 0.11% | 0.12% | 258 | -1,165 | -3.18% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 35,470 | 1,807 | 0.05% | 0.04% | 259 | +8,030 | 29.26% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 35,301 | 1,794 | 0.06% | 0.04% | 260 | +17,068 | 93.61% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 35,020 | 1,784 | 0.43% | 0.41% | 261 | -445 | -1.25% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 34,895 | 1,781 | 0.14% | 0.14% | 262 | +2,817 | 8.78% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | No change | 34,492 | 1,757 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,541 | 1,756 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bonfire Financial | History | Reduced | 34,334 | 1,749 | 1.32% | 1.52% | 265 | -5,606 | -14.04% | Q1 2026 | May 06, 2026 |
| Callahan Advisors, LLC | History | Reduced | 34,073 | 1,736 | 0.14% | 0.16% | 266 | -4,553 | -11.79% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 33,890 | 1,726 | 0.13% | 0.13% | 267 | +941 | 2.86% | Q1 2026 | Apr 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 33,731 | 1,718 | 0.21% | 0.19% | 268 | +4,385 | 14.94% | Q1 2026 | Apr 23, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 33,553 | 1,709 | 0.68% | 0.59% | 269 | +3,575 | 11.93% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 33,542 | 1,708 | 0.06% | 0.08% | 270 | -7,505 | -18.28% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 33,415 | 1,699 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,000 | 1,681 | 0.11% | 0.06% | 272 | +15,700 | 90.75% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 32,374 | 1,649 | 0.06% | 0.06% | 273 | +1,463 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 32,180 | 1,639 | 0.15% | 0.26% | 274 | -12,696 | -28.29% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 32,101 | 1,635 | 0.07% | 0.09% | 275 | -4,544 | -12.4% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,073 | 1,634 | 0.04% | 0.03% | 276 | +4,056 | 14.48% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 31,912 | 1,626 | 0.01% | 0.02% | 277 | -12,991 | -28.93% | Q1 2026 | Apr 07, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 31,900 | 1,625 | 0.05% | 0.05% | 278 | -1,475 | -4.42% | Q1 2026 | Apr 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 31,358 | 1,597 | 0.11% | 0.12% | 279 | -2,368 | -7.02% | Q1 2026 | May 12, 2026 |
| Ceeto Capital Group, LLC | History | Added to | 30,500 | 1,554 | 0.48% | 0.3% | 280 | +10,000 | 48.78% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 30,027 | 1,529 | 0.15% | 0.14% | 281 | +2,097 | 7.51% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 29,999 | 1,528 | 0.09% | 0.09% | 282 | -610 | -1.99% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 29,756 | 1,516 | 0.07% | 0.07% | 283 | +49 | 0.16% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 29,705 | 1,513 | 0.09% | 0.09% | 284 | -37 | -0.12% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 29,573 | 1,506 | 0.05% | 0.06% | 285 | -3,176 | -9.7% | Q1 2026 | May 06, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 29,096 | 1,482 | 0.14% | 0.15% | 286 | -3,000 | -9.35% | Q1 2026 | Apr 17, 2026 |
| Cunning Capital Partners, LP | History | No change | 29,000 | 1,478 | 0.75% | 0.68% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 28,958 | 1,475 | 0.21% | 0.2% | 288 | +2,203 | 8.23% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 28,838 | 1,469 | 0.02% | 0.02% | 289 | +182 | 0.64% | Q1 2026 | Apr 21, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 28,586 | 1,456 | 0.53% | 0.5% | 290 | +917 | 3.31% | Q1 2026 | May 04, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 28,116 | 1,432 | 0.5% | 0.55% | 291 | -2,637 | -8.57% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | New | 28,094 | 1,431 | 0.53% | — | 293 | +28,094 | New | Q1 2026 | Apr 17, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 28,106 | 1,431 | 1.04% | 1.11% | 292 | -1,997 | -6.63% | Q1 2026 | May 05, 2026 |
| Loudon Investment Management, LLC | History | Added to | 27,937 | 1,423 | 0.77% | 0.72% | 294 | +825 | 3.04% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 27,812 | 1,417 | 0.27% | 0.38% | 296 | -12,438 | -30.9% | Q1 2026 | May 11, 2026 |
| Adams Wealth Management | History | Reduced | 27,812 | 1,417 | 0.31% | 0.38% | 295 | -6,997 | -20.1% | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Reduced | 27,735 | 1,413 | 0.09% | 0.09% | 298 | -1,877 | -6.34% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 27,741 | 1,413 | 0.0% | 0.0% | 297 | -303 | -1.08% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 27,710 | 1,411 | 0.13% | 0.18% | 299 | -6,852 | -19.83% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 27,590 | 1,405 | 0.06% | 0.06% | 300 | +587 | 2.17% | Q1 2026 | Apr 30, 2026 |
| Royal Fund Management, LLC | History | Reduced | 27,127 | 1,382 | 0.13% | 0.68% | 302 | -119,425 | -81.49% | Q1 2026 | May 19, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 27,130 | 1,382 | 0.1% | 0.09% | 301 | +986 | 3.77% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | Reduced | 25,918 | 1,314 | 0.1% | 0.1% | 303 | -444 | -1.68% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 25,312 | 1,287 | 0.23% | 0.23% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 25,318 | 1,286 | 0.08% | 0.06% | 305 | -596 | -2.3% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 25,217 | 1,284 | 0.02% | 0.02% | 306 | -1,130 | -4.29% | Q1 2026 | May 01, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 25,188 | 1,283 | 0.05% | 0.05% | 307 | -3,200 | -11.27% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 24,923 | 1,269 | 0.09% | 0.33% | 308 | -62,196 | -71.39% | Q1 2026 | Apr 22, 2026 |
| MGB Wealth Management, LLC | History | No change | 24,967 | 1,269 | 0.36% | 0.36% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 24,733 | 1,260 | 0.03% | 0.01% | 310 | +14,234 | 135.57% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 24,721 | 1,259 | 0.17% | 0.18% | 311 | +646 | 2.68% | Q1 2026 | Apr 16, 2026 |
| Virtue Capital Management, LLC | History | New | 24,621 | 1,251 | 0.19% | — | 312 | +24,621 | New | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,540 | 1,250 | 0.14% | 0.15% | 313 | +162 | 0.66% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 24,523 | 1,249 | 0.02% | 0.02% | 314 | +4,062 | 19.85% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 24,281 | 1,234 | 0.89% | 0.89% | 315 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 24,167 | 1,231 | 0.06% | 0.06% | 316 | -906 | -3.61% | Q1 2026 | May 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,027 | 1,224 | 0.04% | 0.05% | 317 | +3,087 | 14.74% | Q1 2026 | May 19, 2026 |
| UMB Bank, n.a. | History | Added to | 23,300 | 1,187 | 0.02% | 0.01% | 318 | +6,900 | 42.07% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 23,242 | 1,184 | 0.22% | 3.52% | 319 | -343,989 | -93.67% | Q1 2026 | Apr 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 23,183 | 1,181 | 0.32% | 0.32% | 320 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 22,944 | 1,169 | 0.42% | 0.39% | 321 | +153 | 0.67% | Q1 2026 | May 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 22,865 | 1,164 | 0.24% | 0.26% | 322 | +142 | 0.62% | Q1 2026 | May 05, 2026 |
| Vericrest Private Wealth | History | Reduced | 22,547 | 1,148 | 1.03% | 1.13% | 323 | -2,416 | -9.68% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 22,420 | 1,142 | 0.01% | 0.0% | 324 | +20,223 | 920.48% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 22,180 | 1,130 | 0.06% | — | 325 | +22,180 | New | Q1 2026 | Apr 21, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 21,802 | 1,110 | 1.16% | 1.09% | 326 | +650 | 3.07% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,670 | 1,104 | 0.03% | — | 327 | +21,670 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 21,539 | 1,097 | 0.04% | 0.16% | 328 | -135,076 | -86.25% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 21,520 | 1,096 | 0.04% | 0.04% | 329 | +14,242 | 195.69% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 21,061 | 1,073 | 0.28% | 0.34% | 330 | -2,612 | -11.03% | Q1 2026 | May 11, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 21,000 | 1,069 | 0.42% | 0.4% | 331 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KG Capital Management | History | Added to | 20,750 | 1,057 | 0.76% | 0.26% | 332 | +195 | 0.95% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Reduced | 20,707 | 1,055 | 0.05% | 0.06% | 333 | -2,468 | -10.65% | Q1 2026 | Apr 27, 2026 |
| DMC Group, LLC | History | Reduced | 20,664 | 1,052 | 0.71% | 0.71% | 334 | -239 | -1.14% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,526 | 1,045 | 0.03% | 0.02% | 335 | +5,959 | 40.91% | Q1 2026 | May 05, 2026 |
| Alpha Financial Partners LLC | History | Added to | 20,362 | 1,037 | 0.61% | 0.61% | 336 | +643 | 3.26% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,341 | 1,036 | 0.01% | 0.1% | 337 | -146,397 | -87.8% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 20,306 | 1,034 | 0.05% | 0.05% | 338 | -947 | -4.46% | Q1 2026 | Apr 28, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 20,111 | 1,024 | 0.43% | 0.71% | 339 | -13,050 | -39.35% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | Added to | 20,090 | 1,023 | 0.15% | 0.12% | 340 | +4,212 | 26.53% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 19,945 | 1,016 | 0.85% | 0.98% | 341 | -2,597 | -11.52% | Q1 2026 | Apr 22, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 19,914 | 1,014 | 0.36% | 0.39% | 342 | -1,615 | -7.5% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 19,773 | 1,007 | 0.02% | 0.02% | 343 | -1,245 | -5.92% | Q1 2026 | Apr 13, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | New | 19,675 | 1,002 | 0.89% | — | 344 | +19,675 | New | Q1 2026 | Apr 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 19,654 | 1,001 | 0.07% | 0.05% | 345 | +5,813 | 42.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 19,462 | 991 | 0.03% | — | 346 | +19,462 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 19,329 | 984 | 0.0% | — | 348 | +19,329 | New | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 19,321 | 984 | 0.01% | 0.02% | 347 | -3,929 | -16.9% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | New | 19,091 | 972 | 0.02% | — | 349 | +19,091 | New | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 19,018 | 968 | 0.54% | 0.57% | 350 | +1,197 | 6.72% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 18,805 | 958 | 0.05% | 0.05% | 351 | +939 | 5.26% | Q1 2026 | Apr 20, 2026 |
| TCP Asset Management, LLC | History | Reduced | 18,803 | 958 | 0.12% | 0.16% | 352 | -165 | -0.87% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,778 | 956 | 0.03% | 0.06% | 353 | -26,880 | -58.87% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 18,557 | 945 | 0.11% | 0.11% | 354 | +514 | 2.85% | Q1 2026 | Apr 10, 2026 |
| ALLIANZ SE | History | No change | 18,261 | 930 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 18,090 | 921 | 0.34% | 0.31% | 357 | +2,267 | 14.33% | Q1 2026 | Apr 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 18,069 | 921 | 0.22% | 0.2% | 356 | +1,068 | 6.28% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 17,837 | 908 | 0.01% | 0.02% | 358 | -12,700 | -41.59% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 17,665 | 900 | 0.16% | 0.21% | 359 | +785 | 4.65% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 17,501 | 891 | 0.56% | — | 360 | +17,501 | New | Q1 2026 | Apr 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,328 | 882 | 0.05% | 0.05% | 361 | -4,642 | -21.13% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 17,175 | 875 | 0.02% | 0.02% | 362 | +29 | 0.17% | Q1 2026 | May 11, 2026 |
| Garde Capital, Inc. | History | New | 17,033 | 867 | 0.05% | — | 363 | +17,033 | New | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,936 | 862 | 0.05% | 0.03% | 364 | +5,965 | 54.37% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,587 | 845 | 0.01% | 0.01% | 365 | +1,892 | 12.88% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,494 | 840 | 0.08% | 0.07% | 366 | -26 | -0.16% | Q1 2026 | Apr 30, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 16,263 | 828 | 0.27% | 0.41% | 367 | +78 | 0.48% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | Added to | 16,144 | 822 | 0.1% | 0.09% | 368 | +849 | 5.55% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 15,932 | 812 | 0.01% | 0.03% | 369 | +4,020 | 33.75% | Q1 2026 | May 01, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 15,916 | 810 | 0.05% | 0.06% | 370 | -2,660 | -14.32% | Q1 2026 | Apr 08, 2026 |
| Rinkey Investments | History | New | 15,865 | 808 | 0.21% | — | 371 | +15,865 | New | Q1 2026 | May 11, 2026 |
| Opus Financial Solutions LLC | History | Added to | 15,610 | 795 | 0.75% | 0.48% | 372 | +5,637 | 56.52% | Q1 2026 | May 08, 2026 |
| Traub Capital Management LLC | History | No change | 15,570 | 793 | 0.79% | 0.76% | 373 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 15,435 | 786 | 0.07% | — | 374 | +15,435 | New | Q1 2026 | Apr 30, 2026 |
| GFS Advisors, LLC | History | New | 15,240 | 767 | 0.1% | — | 375 | +15,240 | New | Q1 2026 | Apr 30, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 14,767 | 752 | 1.15% | 1.09% | 376 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 14,756 | 750 | 0.05% | 0.06% | 377 | -1,990 | -11.88% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,602 | 743 | 0.01% | 0.01% | 378 | -4,385 | -23.09% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 14,553 | 741 | 0.09% | 0.09% | 379 | +1,157 | 8.64% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 14,533 | 740 | 0.26% | 0.39% | 380 | -6,605 | -31.25% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 14,514 | 739 | 0.04% | 0.06% | 381 | -7,289 | -33.43% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 14,378 | 732 | 0.01% | 0.01% | 382 | +5,736 | 66.37% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,246 | 725 | 0.01% | 0.01% | 383 | -158 | -1.1% | Q1 2026 | Apr 10, 2026 |
| RDA Financial Network | History | Added to | 14,114 | 719 | 0.18% | 0.13% | 384 | +3,519 | 33.21% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,935 | 710 | 0.03% | 0.03% | 385 | +2,505 | 21.92% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 13,864 | 706 | 0.06% | 0.05% | 386 | +1,204 | 9.51% | Q1 2026 | May 15, 2026 |
| Portland Financial Advisors Inc | History | Added to | 13,787 | 702 | 1.46% | 1.42% | 387 | +690 | 5.27% | Q1 2026 | Apr 27, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 13,770 | 701 | 0.33% | 0.33% | 388 | -5 | -0.04% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 13,668 | 696 | 0.12% | 0.11% | 389 | -302 | -2.16% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | No change | 13,645 | 695 | 0.02% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 13,627 | 694 | 0.17% | 0.17% | 391 | -117 | -0.85% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 13,465 | 686 | 0.22% | 0.33% | 392 | -6,655 | -33.08% | Q1 2026 | Apr 21, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 13,364 | 680 | 0.32% | 0.28% | 393 | +1,477 | 12.43% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,229 | 674 | 0.03% | 0.04% | 394 | -577 | -4.18% | Q1 2026 | Apr 15, 2026 |
| Landing Point Financial Group, LLC | History | New | 13,142 | 669 | 0.32% | — | 396 | +13,142 | New | Q1 2026 | May 05, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 13,137 | 669 | 0.47% | 0.42% | 395 | +982 | 8.08% | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 13,122 | 668 | 0.14% | 0.12% | 397 | +1,761 | 15.5% | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 13,088 | 666 | 0.08% | 0.06% | 398 | +3,435 | 35.58% | Q1 2026 | May 12, 2026 |
| Western Financial Corp/CA | History | Reduced | 13,035 | 664 | 0.26% | 0.28% | 399 | -613 | -4.49% | Q1 2026 | Apr 22, 2026 |
| Stelac Advisory Services LLC | History | No change | 12,973 | 660 | 0.13% | 0.23% | 400 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | New | 12,786 | 651 | 0.01% | — | 401 | +12,786 | New | Q1 2026 | May 01, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 12,761 | 649 | 0.15% | 0.9% | 402 | -59,366 | -82.31% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,699 | 646 | 0.01% | 0.02% | 403 | +128 | 1.02% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 12,649 | 644 | 0.01% | 0.01% | 404 | -236 | -1.83% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 12,575 | 640 | 0.01% | 0.01% | 405 | +624 | 5.22% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 12,450 | 634 | 0.01% | 0.01% | 406 | -261 | -2.05% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,370 | 630 | 0.01% | 0.01% | 407 | -1,407 | -10.21% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,318 | 627 | 0.0% | 0.0% | 408 | -26,950 | -68.63% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 12,283 | 625 | 0.05% | 0.03% | 409 | +4,877 | 65.85% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,262 | 624 | 0.01% | 0.0% | 410 | +6,039 | 97.04% | Q1 2026 | May 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 12,210 | 622 | 0.2% | 0.19% | 411 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Balefire, LLC | History | Added to | 12,177 | 620 | 0.12% | 0.1% | 412 | +1,908 | 18.58% | Q1 2026 | May 07, 2026 |
| Rise Advisors, LLC | History | Added to | 12,199 | 618 | 0.22% | 0.22% | 413 | +76 | 0.63% | Q1 2026 | Apr 03, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 12,117 | 617 | 0.63% | 0.79% | 414 | -2,370 | -16.36% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 12,057 | 614 | 0.02% | 0.02% | 415 | +140 | 1.17% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,877 | 605 | 0.02% | 0.02% | 416 | -1,455 | -10.91% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 11,842 | 603 | 0.06% | 0.06% | 417 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,783 | 600 | 0.01% | 0.17% | 418 | -180,712 | -93.88% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,648 | 593 | 0.02% | 0.03% | 419 | -2,037 | -14.88% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 11,596 | 590 | 0.18% | 0.18% | 420 | +260 | 2.29% | Q1 2026 | Apr 06, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 11,344 | 577 | 0.39% | — | 421 | +11,344 | New | Q1 2026 | May 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 11,257 | 573 | 0.14% | 0.13% | 422 | +764 | 7.28% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,082 | 564 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Guardian Capital, LLC | History | New | 10,871 | 553 | 0.53% | — | 424 | +10,871 | New | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 10,702 | 545 | 0.01% | 0.01% | 425 | +4,448 | 71.12% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,626 | 541 | 0.01% | 0.01% | 426 | +426 | 4.18% | Q1 2026 | May 15, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 10,604 | 540 | 0.56% | 0.58% | 427 | -960 | -8.3% | Q1 2026 | Apr 29, 2026 |
| Ascent Advisors, LLC | History | New | 10,657 | 539 | 0.99% | — | 428 | +10,657 | New | Q1 2026 | Apr 29, 2026 |
| Coral Wealth Management, LLC | History | New | 10,501 | 535 | 0.6% | — | 429 | +10,501 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 10,460 | 532 | 0.01% | 0.01% | 430 | -1,222 | -10.46% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 10,478 | 531 | 0.02% | 0.01% | 431 | -2,084 | -16.59% | Q1 2026 | Apr 08, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 10,233 | 521 | 0.48% | 0.32% | 432 | +2,694 | 35.73% | Q1 2026 | May 05, 2026 |
| Leo Wealth, LLC | History | Reduced | 10,067 | 512 | 0.04% | 0.04% | 433 | -1,999 | -16.57% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 10,049 | 511 | 0.04% | 0.04% | 434 | +376 | 3.89% | Q1 2026 | Apr 08, 2026 |
| Ellis Investment Partners, LLC | History | New | 10,026 | 510 | 0.09% | — | 435 | +10,026 | New | Q1 2026 | May 12, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 10,006 | 509 | 0.07% | 0.07% | 436 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,983 | 508 | 0.0% | 0.0% | 437 | -2,450 | -19.71% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,970 | 506 | 0.03% | 0.04% | 438 | -1,735 | -14.82% | Q1 2026 | Apr 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 9,928 | 505 | 0.08% | 0.1% | 439 | -2,025 | -16.94% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,849 | 501 | 0.0% | 0.0% | 440 | -12,266 | -55.46% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 9,501 | 484 | 0.11% | 0.11% | 441 | -50 | -0.52% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 9,497 | 483 | 0.05% | 0.18% | 442 | -26,230 | -73.42% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 9,421 | 480 | 0.01% | 0.01% | 443 | +692 | 7.93% | Q1 2026 | May 04, 2026 |
| Independent Family Office, LLC | History | No change | 9,420 | 479 | 0.2% | 0.2% | 444 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,401 | 478 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 9,375 | 477 | 0.08% | 0.08% | 446 | -1,166 | -11.06% | Q1 2026 | May 15, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 9,214 | 469 | 0.42% | 0.47% | 447 | -2,275 | -19.8% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,148 | 466 | 0.0% | 0.02% | 448 | -44,338 | -82.9% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 9,149 | 466 | 0.15% | 0.35% | 449 | -11,617 | -55.94% | Q1 2026 | Apr 21, 2026 |
| Rockingstone Advisors LLC | History | No change | 9,150 | 466 | 0.21% | 0.21% | 450 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 9,020 | 460 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 8,940 | 455 | 0.01% | 0.02% | 452 | -6,659 | -42.69% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 8,845 | 450 | 0.08% | 0.07% | 453 | +4 | 0.05% | Q1 2026 | Apr 16, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 8,771 | 446 | 0.08% | 0.08% | 454 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 8,668 | 441 | 0.03% | 0.04% | 456 | -3,943 | -31.27% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 8,667 | 441 | 0.08% | 0.08% | 455 | +1,217 | 16.34% | Q1 2026 | May 14, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 8,602 | 438 | 0.33% | 0.41% | 457 | -2,190 | -20.29% | Q1 2026 | Apr 14, 2026 |
| Unified Investment Management | History | No change | 8,250 | 420 | 0.43% | 0.42% | 458 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Disciplined Investments, LLC | History | Reduced | 8,073 | 411 | 0.15% | 0.17% | 459 | -567 | -6.56% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 8,047 | 409 | 0.05% | 0.05% | 460 | -329 | -3.93% | Q1 2026 | May 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 8,000 | 407 | 0.28% | 0.39% | 461 | -2,010 | -20.08% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,016 | 406 | 0.02% | 0.01% | 462 | +4,008 | 100.0% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,975 | 406 | 0.0% | 0.0% | 463 | +339 | 4.44% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | New | 7,951 | 405 | 0.17% | — | 464 | +7,951 | New | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,884 | 401 | 0.0% | 0.0% | 465 | -4,611 | -36.9% | Q1 2026 | Apr 24, 2026 |
| WESBANCO BANK INC | History | Reduced | 7,779 | 396 | 0.01% | 0.01% | 466 | -79 | -1.01% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | No change | 7,739 | 394 | 0.0% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 7,675 | 391 | 0.3% | 0.29% | 468 | -84 | -1.08% | Q1 2026 | May 08, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 7,606 | 387 | 0.01% | 0.02% | 469 | -6,782 | -47.14% | Q1 2026 | Apr 20, 2026 |
| Northwest Bancshares, Inc. | History | No change | 7,560 | 385 | 0.08% | 0.07% | 470 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 7,499 | 382 | 0.25% | 0.24% | 471 | -515 | -6.43% | Q1 2026 | Apr 16, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 7,498 | 382 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WELCH & FORBES LLC | History | Reduced | 7,350 | 374 | 0.0% | 0.0% | 473 | -300 | -3.92% | Q1 2026 | May 01, 2026 |
| Certified Advisory Corp | History | Added to | 7,239 | 368 | 0.03% | 0.03% | 474 | +134 | 1.89% | Q1 2026 | Apr 17, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 7,182 | 365 | 0.11% | 0.11% | 475 | +14 | 0.2% | Q1 2026 | May 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 7,141 | 363 | 0.1% | 0.1% | 476 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 7,090 | 361 | 0.19% | 0.19% | 477 | -120 | -1.66% | Q1 2026 | Apr 10, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 6,990 | 356 | 0.06% | 0.06% | 478 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smith Thornton Advisors LLC | History | No change | 6,980 | 355 | 0.18% | 0.18% | 479 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 6,902 | 351 | 0.19% | 0.24% | 480 | -1,359 | -16.45% | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | Reduced | 6,865 | 349 | 0.2% | 0.21% | 482 | -426 | -5.84% | Q1 2026 | Apr 28, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 6,855 | 349 | 0.18% | 0.17% | 481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,748 | 343 | 0.0% | 0.02% | 483 | -45,660 | -87.12% | Q1 2026 | May 13, 2026 |
| Triton Financial Group Inc | History | New | 6,743 | 343 | 0.6% | — | 484 | +6,743 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 6,707 | 341 | 0.0% | 0.0% | 485 | -4,038 | -37.58% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 6,679 | 340 | 0.01% | — | 486 | +6,679 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 6,556 | 334 | 0.0% | 0.0% | 487 | -1,174 | -15.19% | Q1 2026 | May 04, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 6,415 | 326 | 0.32% | 0.34% | 488 | +20 | 0.31% | Q1 2026 | May 22, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,387 | 325 | 0.14% | 0.14% | 491 | +76 | 1.2% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | No change | 6,380 | 325 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,381 | 325 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 6,255 | 318 | 0.23% | 0.24% | 492 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Horizon Investments, LLC | History | Added to | 6,252 | 316 | 0.0% | 0.0% | 493 | +917 | 17.19% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 6,200 | 315 | 0.01% | 0.01% | 494 | +650 | 11.71% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 6,154 | 313 | 0.26% | 0.31% | 495 | -3,913 | -38.87% | Q1 2026 | May 11, 2026 |
| Financially in Tune, LLC | History | Added to | 6,117 | 311 | 0.27% | 0.27% | 497 | +520 | 9.29% | Q1 2026 | Apr 22, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 6,100 | 311 | 0.01% | 0.02% | 496 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 6,029 | 307 | 0.02% | 0.02% | 498 | +39 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 6,032 | 307 | 0.14% | 0.13% | 499 | +16 | 0.27% | Q1 2026 | Apr 28, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 5,868 | 298 | 0.26% | 1.67% | 501 | -31,058 | -84.11% | Q1 2026 | May 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,849 | 298 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 5,831 | 297 | 0.21% | 0.22% | 503 | -348 | -5.63% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | No change | 5,848 | 297 | 0.08% | 0.08% | 502 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | New | 5,767 | 293 | 0.0% | — | 504 | +5,767 | New | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,577 | 284 | 0.0% | 0.08% | 505 | -116,972 | -95.45% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 5,581 | 284 | 0.01% | 0.01% | 506 | -79 | -1.4% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 5,574 | 283 | 0.06% | 0.06% | 507 | -323 | -5.48% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,500 | 280 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 5,443 | 277 | 0.26% | 0.36% | 509 | -21 | -0.38% | Q1 2026 | May 15, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,405 | 275 | 0.1% | 0.15% | 510 | -3,021 | -35.85% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 5,367 | 273 | 0.01% | 0.01% | 511 | +8 | 0.15% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 5,326 | 271 | 0.02% | 0.02% | 512 | +70 | 1.33% | Q1 2026 | Apr 29, 2026 |
| Y.D. More Investments Ltd | History | Added to | 29,669 | 267 | 0.01% | 0.01% | 513 | +6,809 | 29.79% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 5,243 | 265 | 0.05% | 0.06% | 514 | +1,713 | 48.53% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 5,165 | 263 | 0.06% | 0.06% | 515 | -245 | -4.53% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,176 | 263 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 5,144 | 262 | 0.07% | 0.06% | 517 | -176 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 5,119 | 260 | 0.04% | 0.04% | 518 | +1,112 | 27.75% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | New | 5,072 | 258 | 0.01% | — | 522 | +5,072 | New | Q1 2026 | May 13, 2026 |
| GreatBanc Trust CO | History | Reduced | 5,075 | 258 | 0.18% | 0.24% | 519 | -1,710 | -25.2% | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 5,080 | 258 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,078 | 258 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,058 | 257 | 0.07% | 0.1% | 524 | -1,940 | -27.72% | Q1 2026 | Apr 16, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 5,060 | 257 | 0.06% | 0.06% | 523 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Eddie Patel Inc | History | New | 4,951 | 252 | 0.19% | — | 525 | +4,951 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,950 | 251 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 4,853 | 247 | 0.02% | 0.02% | 527 | -1,185 | -19.63% | Q1 2026 | May 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,850 | 247 | 0.04% | 0.04% | 528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 4,785 | 243 | 0.06% | 0.09% | 529 | -2,645 | -35.6% | Q1 2026 | May 05, 2026 |
| Alhambra Investment Management LLC | History | New | 4,725 | 240 | 0.11% | — | 531 | +4,725 | New | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,720 | 240 | 0.01% | 0.01% | 530 | -4,063 | -46.26% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 4,696 | 239 | 0.02% | — | 532 | +4,696 | New | Q1 2026 | May 12, 2026 |
| LEE DANNER & BASS INC | History | No change | 4,642 | 236 | 0.01% | 0.02% | 533 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,600 | 234 | 0.02% | 0.02% | 535 | -947 | -17.07% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,604 | 234 | 0.01% | 0.01% | 534 | -686 | -12.97% | Q1 2026 | May 04, 2026 |
| TABLEAUX LLC | History | Reduced | 4,584 | 233 | 0.11% | 0.2% | 537 | -889 | -16.24% | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,580 | 233 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Narus Financial Partners, LLC | History | Added to | 4,512 | 229 | 0.06% | 0.06% | 539 | +300 | 7.12% | Q1 2026 | Apr 21, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 4,500 | 229 | 0.03% | 0.03% | 538 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 4,458 | 227 | 0.02% | 0.02% | 540 | -85 | -1.87% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 4,446 | 226 | 0.0% | 0.0% | 541 | -3,630 | -44.95% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,432 | 225 | 0.13% | 0.14% | 542 | -1,331 | -23.1% | Q1 2026 | May 04, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,398 | 224 | 0.06% | 0.06% | 543 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Goldstone Financial Group, LLC | History | New | 4,381 | 223 | 0.02% | — | 545 | +4,381 | New | Q1 2026 | Apr 24, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 4,393 | 223 | 0.05% | 0.05% | 544 | -11 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Reduced | 4,356 | 221 | 0.03% | 0.04% | 546 | -792 | -15.38% | Q1 2026 | Apr 20, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,337 | 220 | 0.08% | 0.08% | 547 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,311 | 219 | 0.02% | 0.02% | 548 | -382 | -8.14% | Q1 2026 | Apr 22, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 4,306 | 214 | 0.0% | 0.0% | 549 | -1,345 | -23.8% | Q1 2026 | Apr 22, 2026 |
| GC Wealth Management RIA, LLC | History | New | 4,167 | 212 | 0.01% | — | 550 | +4,167 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,147 | 211 | 0.0% | 0.0% | 551 | -4,110 | -49.78% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 4,141 | 210 | 0.1% | 0.11% | 553 | -308 | -6.92% | Q1 2026 | May 15, 2026 |
| Exchange Bank | History | Added to | 4,131 | 210 | 0.15% | 0.14% | 552 | +51 | 1.25% | Q1 2026 | Apr 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,109 | 209 | 0.04% | 0.04% | 554 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Midwest Professional Planners, LTD. | History | New | 4,044 | 206 | 0.05% | — | 555 | +4,044 | New | Q1 2026 | May 05, 2026 |
| Patten Group, Inc. | History | Reduced | 4,003 | 203 | 0.04% | 0.05% | 556 | -938 | -18.98% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 3,973 | 202 | 0.0% | 0.0% | 557 | +23 | 0.58% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,966 | 202 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 3,869 | 197 | 0.03% | 0.03% | 559 | +17 | 0.44% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 3,865 | 196 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossmore Private Capital | History | Reduced | 3,838 | 195 | 0.02% | 0.03% | 561 | -2,000 | -34.26% | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 3,742 | 190 | 0.15% | — | 562 | +3,742 | New | Q1 2026 | Apr 16, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 3,655 | 186 | 0.0% | — | 563 | +3,655 | New | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,224 | 164 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oakworth Capital, Inc. | History | New | 3,000 | 152 | 0.01% | — | 565 | +3,000 | New | Q1 2026 | Apr 24, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 2,960 | 150 | 0.07% | 0.2% | 566 | -5,006 | -62.84% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,938 | 149 | 0.01% | 0.05% | 567 | -10,457 | -78.07% | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | Reduced | 2,940 | 149 | 0.07% | 0.09% | 568 | -794 | -21.26% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,825 | 143 | 0.0% | 0.0% | 569 | +329 | 13.18% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,509 | 128 | 0.0% | 0.0% | 570 | -413 | -14.13% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 2,502 | 127 | 0.03% | 0.03% | 571 | -2 | -0.08% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,483 | 126 | 0.05% | 0.05% | 572 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,460 | 125 | 0.04% | 0.04% | 573 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,353 | 119 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,334 | 118 | 0.0% | 0.0% | 575 | +265 | 12.81% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,054 | 104 | 0.0% | 0.0% | 576 | -195 | -8.67% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 2,037 | 103 | 0.0% | 0.0% | 577 | +925 | 83.18% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 1,994 | 101 | 0.01% | — | 578 | +1,994 | New | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,974 | 100 | 0.02% | 0.02% | 579 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,946 | 99 | 0.04% | 0.04% | 580 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Front Row Advisors LLC | History | No change | 1,914 | 97 | 0.03% | 0.03% | 581 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ROGCO, LP | History | Reduced | 1,888 | 96 | 0.03% | 0.07% | 582 | -2,167 | -53.44% | Q1 2026 | May 04, 2026 |
| Sankala Group LLC | History | No change | 1,781 | 90 | 0.07% | 0.07% | 583 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| North Star Investment Management Corp. | History | No change | 1,731 | 88 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Reduced | 1,673 | 85 | 0.0% | 0.0% | 585 | -697 | -29.41% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,649 | 84 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | Reduced | 1,587 | 80 | 0.01% | 0.02% | 587 | -2,000 | -55.76% | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,551 | 79 | 0.01% | 0.01% | 588 | -149 | -8.76% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 1,508 | 76 | 0.0% | 0.0% | 589 | +309 | 25.77% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | New | 1,481 | 75 | 0.02% | — | 590 | +1,481 | New | Q1 2026 | May 22, 2026 |
| Global Assets Advisory, LLC | History | New | 1,472 | 74 | 0.02% | — | 591 | +1,472 | New | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 1,361 | 69 | 0.02% | 0.02% | 592 | -279 | -17.01% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 1,285 | 65 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,195 | 60 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lavaca Capital LLC | History | Added to | 1,134 | 57 | 0.01% | 0.01% | 595 | +8 | 0.71% | Q1 2026 | May 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 1,114 | 56 | 0.08% | 0.08% | 597 | +8 | 0.72% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 1,115 | 56 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | New | 1,002 | 51 | 0.0% | — | 598 | +1,002 | New | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 993 | 50 | 0.01% | 0.01% | 601 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,000 | 50 | 0.02% | 0.02% | 599 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFS Advisors, LLC | History | No change | 1,000 | 50 | 0.03% | 0.03% | 600 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 978 | 49 | 0.04% | 0.03% | 602 | +392 | 66.89% | Q1 2026 | May 08, 2026 |
| 10Elms LLP | History | New | 826 | 42 | 0.03% | — | 603 | +826 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 812 | 41 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 730 | 37 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BAYBAN | History | No change | 732 | 37 | 0.03% | 0.03% | 606 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 725 | 36 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 708 | 36 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Magnolia Wealth Management, LLC | History | New | 700 | 35 | 0.02% | — | 610 | +700 | New | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 687 | 35 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 660 | 33 | 0.01% | 0.01% | 611 | +4 | 0.61% | Q1 2026 | Apr 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 588 | 29 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 588 | 29 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 525 | 26 | 0.0% | 0.0% | 614 | -1,325 | -71.62% | Q1 2026 | May 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 491 | 25 | 0.02% | — | 619 | +491 | New | Q1 2026 | Apr 27, 2026 |
| Financial Freedom, LLC | History | Added to | 507 | 25 | 0.01% | 0.01% | 618 | +2 | 0.4% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 492 | 25 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 500 | 25 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 433 | 22 | 0.0% | 0.0% | 620 | +115 | 36.16% | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 425 | 21 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 400 | 20 | 0.0% | — | 624 | +400 | New | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 400 | 20 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caldwell Trust Co | History | No change | 412 | 20 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Coston, McIsaac & Partners | History | New | 375 | 19 | 0.0% | — | 625 | +375 | New | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 355 | 18 | 0.01% | — | 627 | +355 | New | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 358 | 18 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 325 | 16 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 282 | 14 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 237 | 12 | 0.01% | 0.0% | 630 | +135 | 132.35% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 222 | 11 | 0.01% | — | 631 | +222 | New | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | New | 198 | 10 | 0.0% | — | 634 | +198 | New | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 209 | 10 | 0.0% | 0.0% | 633 | -95 | -31.25% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 188 | 9 | 0.0% | — | 638 | +188 | New | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | New | 185 | 9 | 0.0% | — | 637 | +185 | New | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 183 | 9 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| POM Investment Strategies, LLC | History | New | 149 | 7 | 0.01% | — | 640 | +149 | New | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | No change | 140 | 7 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MTM Investment Management, LLC | History | New | 133 | 6 | 0.0% | — | 643 | +133 | New | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 118 | 6 | 0.0% | 0.0% | 642 | +1 | 0.85% | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 101 | 5 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 98 | 4 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 63 | 3 | 0.02% | 0.08% | 650 | -209 | -76.84% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 60 | 3 | 0.0% | — | 651 | +60 | New | Q1 2026 | May 18, 2026 |
| Provident Wealth Management, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 54 | 2 | 0.0% | 0.0% | 654 | +2 | 3.85% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 43 | 2 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| City State Bank | History | Reduced | 31 | 1 | 0.0% | 0.0% | 656 | -204 | -86.81% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 38 | 1 | 0.0% | — | 658 | +38 | New | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | New | 25 | 1 | 0.0% | — | 659 | +25 | New | Q1 2026 | Apr 13, 2026 |
| Realta Investment Advisors | History | No change | 34 | 1 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 2.65% | — | -177,457 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 1.18% | — | -93,040 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -40,364 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ALLSTATE CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -33,690 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,584 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -27,127 | -100.0% | Q1 2026 | May 18, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,629 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -15,873 | -100.0% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -15,670 | -100.0% | Q1 2026 | Apr 08, 2026 |
| UNION SAVINGS BANK | History | Closed out | 0 | 0 | — | 0.34% | — | -15,594 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -15,539 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,764 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -13,889 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 2.32% | — | -13,775 | -100.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,301 | -100.0% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,840 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,773 | -100.0% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,186 | -100.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,595 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -7,443 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bluesphere Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,518 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2 | 0 | — | 0.12% | — | -6,227 | -99.97% | Q1 2026 | May 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,971 | -100.0% | Q1 2026 | May 04, 2026 |
| Parisi Gray Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -5,148 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -5,062 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,465 | -100.0% | Q1 2026 | May 12, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,307 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Accelerate Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,273 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,187 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,086 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,908 | -100.0% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,509 | -100.0% | Q1 2026 | May 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,903 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,638 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,082 | -100.0% | Q1 2026 | May 19, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -710 | -100.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -541 | -100.0% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 09, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 08, 2026 |
| USA FINANCIAL FORMULAS | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 14, 2026 |
| BARD ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| GW&K Investment Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |