SCHWAB STRATEGIC TRUST - FNDF
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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Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 143,031,375 | 6,998,525 | 1.07% | 1.03% | 1 | -3,452,563 | -2.36% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,592,927 | 707,689 | 1.44% | 1.16% | 2 | -3,865,821 | -20.94% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 9,245,351 | 452,375 | 2.94% | 2.65% | 3 | +84,371 | 0.92% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,329,856 | 407,579 | 0.03% | 0.03% | 4 | +229,730 | 2.84% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,879,535 | 336,615 | 0.02% | 0.02% | 5 | -1,771,171 | -20.47% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,120,157 | 299,459 | 0.18% | 0.17% | 6 | +87,162 | 1.44% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,917,776 | 289,556 | 0.05% | 0.05% | 7 | -65,695 | -1.1% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,043,914 | 197,844 | 0.35% | 0.29% | 8 | +644,592 | 18.96% | Q1 2026 | May 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,640,000 | 174,738 | 3.66% | 3.46% | 9 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,116,513 | 152,482 | 0.04% | 0.03% | 10 | +519,983 | 20.03% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 2,908,890 | 148,237 | 22.0% | 20.56% | 11 | +264,318 | 9.99% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,914,968 | 142,629 | 0.09% | 0.08% | 12 | -327,720 | -10.11% | Q1 2026 | May 15, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 2,725,199 | 133,344 | 15.3% | 13.08% | 13 | +263,894 | 10.72% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,674,647 | 130,870 | 0.03% | 0.03% | 14 | +192,961 | 7.78% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,583,725 | 126,421 | 0.03% | 0.03% | 15 | +382,046 | 17.35% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 2,442,949 | 119,534 | 6.17% | 6.01% | 16 | -48,610 | -1.95% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,097,119 | 102,612 | 0.15% | 0.01% | 17 | +1,882,305 | 876.25% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,729,437 | 84,621 | 0.0% | 0.0% | 18 | -119,450 | -6.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,643,572 | 80,419 | 0.09% | 0.08% | 19 | +58,995 | 3.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,583,101 | 77,461 | 0.01% | 0.01% | 20 | +169,106 | 11.96% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Added to | 1,511,055 | 73,935 | 3.98% | 2.64% | 21 | +166,771 | 12.41% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,492,540 | 73,029 | 1.73% | 1.62% | 22 | -109,505 | -6.84% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,381,502 | 67,597 | 0.07% | 0.06% | 23 | +133,109 | 10.66% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 1,351,127 | 66,110 | 6.96% | 6.21% | 24 | +156,081 | 13.06% | Q1 2026 | Apr 29, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 1,180,899 | 57,781 | 15.84% | 15.61% | 25 | -60,127 | -4.84% | Q1 2026 | Apr 28, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,177,789 | 57,629 | 0.27% | 0.3% | 26 | +46,570 | 4.12% | Q1 2026 | May 08, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,140,191 | 55,789 | 5.38% | 4.49% | 27 | +72,051 | 6.75% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Reduced | 1,138,725 | 55,717 | 5.22% | 4.87% | 28 | -10,766 | -0.94% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,115,777 | 54,595 | 0.02% | 0.01% | 29 | +193,244 | 20.95% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Added to | 1,105,584 | 54,096 | 7.07% | 6.73% | 30 | +1,630 | 0.15% | Q1 2026 | Apr 10, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 1,073,617 | 52,532 | 4.7% | — | 31 | +1,073,617 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,071,013 | 52,404 | 0.45% | 0.42% | 32 | -183,390 | -14.62% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Added to | 1,066,749 | 52,196 | 3.81% | 3.43% | 33 | +3,322 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 1,051,665 | 51,457 | 6.91% | 6.61% | 34 | -21,239 | -1.98% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,040,452 | 50,909 | 0.24% | 0.22% | 35 | +10,107 | 0.98% | Q1 2026 | Apr 24, 2026 |
| Charles Schwab Trust Co | History | Reduced | 1,029,589 | 50,377 | 3.27% | 3.11% | 36 | -15,981 | -1.53% | Q1 2026 | Apr 10, 2026 |
| Verde Capital Management | History | Added to | 992,254 | 48,551 | 10.38% | 9.46% | 37 | +11,239 | 1.15% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 1,057,708 | 47,818 | 4.29% | 4.29% | 38 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 962,137 | 47,087 | 0.07% | 0.09% | 39 | -375,767 | -28.09% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 945,862 | 46,281 | 0.05% | 0.05% | 40 | +43,275 | 4.79% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 912,654 | 44,672 | 0.05% | 0.03% | 41 | +391,528 | 75.13% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 902,933 | 44,180 | 8.69% | 8.57% | 42 | +6,001 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 875,644 | 42,845 | 5.31% | 4.77% | 43 | +24,272 | 2.85% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 813,465 | 39,802 | 0.1% | 0.1% | 44 | +31,216 | 3.99% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 799,398 | 39,114 | 8.62% | 7.99% | 45 | +5,661 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Unison Advisors LLC | History | Added to | 788,242 | 38,568 | 2.93% | 3.09% | 46 | +6,728 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 776,400 | 37,989 | 1.36% | 1.03% | 47 | +119,262 | 18.15% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 773,051 | 37,825 | 0.1% | 0.1% | 48 | -50,252 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 769,625 | 37,657 | 1.42% | 1.27% | 49 | -84,468 | -9.89% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 759,867 | 37,180 | 5.3% | 5.24% | 50 | -48,620 | -6.01% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 767,887 | 36,497 | 0.0% | 0.0% | 51 | +135,255 | 21.38% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 734,098 | 35,919 | 1.47% | 1.32% | 52 | +32,330 | 4.61% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 725,123 | 35,480 | 1.12% | 1.04% | 53 | +11,626 | 1.63% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 724,407 | 35,445 | 0.01% | 0.0% | 54 | +84,788 | 13.26% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 713,937 | 34,932 | 5.74% | 5.27% | 55 | -553 | -0.08% | Q1 2026 | Apr 28, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 653,504 | 31,975 | 6.3% | 5.84% | 56 | +16,109 | 2.53% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 644,359 | 31,528 | 4.93% | 4.9% | 57 | -40,996 | -5.98% | Q1 2026 | Apr 17, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 640,326 | 31,331 | 1.65% | 1.86% | 58 | -106,374 | -14.25% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 623,669 | 30,516 | 0.71% | 0.7% | 59 | -7,553 | -1.2% | Q1 2026 | May 04, 2026 |
| Solitude Financial Services | History | Reduced | 570,283 | 29,352 | 8.68% | 8.59% | 60 | -6,021 | -1.04% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 599,335 | 29,325 | 0.17% | 0.14% | 61 | +66,687 | 12.52% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 583,727 | 28,561 | 0.02% | 0.02% | 62 | +89,420 | 18.09% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 580,582 | 28,407 | 0.88% | 0.87% | 63 | -30,156 | -4.94% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 576,513 | 28,208 | 0.04% | 0.03% | 64 | +9,614 | 1.7% | Q1 2026 | Apr 27, 2026 |
| Prairiewood Capital, LLC | History | Added to | 561,451 | 27,471 | 7.94% | 7.71% | 65 | +12,015 | 2.19% | Q1 2026 | Apr 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 554,239 | 27,118 | 9.2% | 8.59% | 66 | +5,948 | 1.08% | Q1 2026 | May 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 553,828 | 27,098 | 3.12% | 2.65% | 67 | +23,139 | 4.36% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Added to | 539,122 | 26,379 | 4.46% | 3.44% | 68 | +145,600 | 37.0% | Q1 2026 | May 08, 2026 |
| Opus Capital Group, LLC | History | Reduced | 509,963 | 24,952 | 2.68% | 2.65% | 69 | -30,806 | -5.7% | Q1 2026 | Apr 30, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 505,861 | 24,751 | 5.72% | 5.89% | 70 | +49,726 | 10.9% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 492,801 | 24,112 | 1.72% | 1.58% | 71 | +5,874 | 1.21% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 482,871 | 23,626 | 0.13% | 0.12% | 72 | -3,945 | -0.81% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 482,179 | 23,592 | 0.43% | 0.41% | 73 | +9,524 | 2.02% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 474,735 | 23,228 | 0.11% | 0.12% | 74 | -4,262 | -0.89% | Q1 2026 | May 04, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 463,396 | 22,673 | 6.13% | 6.22% | 75 | +37,310 | 8.76% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | Reduced | 456,225 | 22,318 | 9.29% | 8.78% | 76 | -1,377 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 436,651 | 21,365 | 4.37% | 4.12% | 77 | +3,076 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 452,251 | 20,446 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 414,982 | 20,305 | 2.29% | 2.07% | 79 | +23,515 | 6.01% | Q1 2026 | Apr 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 413,737 | 20,244 | 7.84% | 7.14% | 80 | +86,301 | 26.36% | Q1 2026 | Apr 22, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 411,801 | 20,149 | 9.82% | 8.31% | 81 | +36,311 | 9.67% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 390,393 | 19,807 | 0.03% | 0.01% | 82 | +279,964 | 253.52% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 401,882 | 19,663 | 0.04% | 0.02% | 83 | +110,009 | 37.69% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 398,760 | 19,511 | 0.49% | 0.41% | 84 | +53,641 | 15.54% | Q1 2026 | Apr 07, 2026 |
| Verum Partners LLC | History | Added to | 398,220 | 19,484 | 3.7% | 3.54% | 85 | +9,282 | 2.39% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 389,963 | 19,080 | 3.44% | 3.26% | 86 | -4,879 | -1.24% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 389,889 | 19,077 | 0.38% | 0.24% | 87 | +113,597 | 41.11% | Q1 2026 | Apr 17, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 385,828 | 18,878 | 3.73% | 3.64% | 88 | +1,835 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 383,937 | 18,786 | 15.26% | 14.64% | 89 | -1,674 | -0.43% | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | Reduced | 370,177 | 18,112 | 1.51% | 1.53% | 90 | -16,145 | -4.18% | Q1 2026 | Apr 22, 2026 |
| Penserra Capital Management LLC | History | New | 362,054 | 17,715 | 0.21% | — | 91 | +362,054 | New | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 345,577 | 16,909 | 0.19% | 0.18% | 92 | +48,917 | 16.49% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 343,105 | 16,786 | 0.08% | 0.05% | 93 | +114,612 | 50.16% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 342,266 | 16,747 | 1.93% | 1.71% | 94 | +20,140 | 6.25% | Q1 2026 | Apr 17, 2026 |
| Certified Advisory Corp | History | Reduced | 336,079 | 16,444 | 1.47% | 1.5% | 95 | -29,257 | -8.01% | Q1 2026 | Apr 17, 2026 |
| JHP Wealth Management, LLC | History | Added to | 324,274 | 15,866 | 15.17% | 13.34% | 96 | +19,458 | 6.38% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 307,522 | 15,047 | 0.03% | 0.02% | 97 | +95,074 | 44.75% | Q1 2026 | May 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 299,490 | 14,654 | 3.84% | 2.84% | 98 | +66,393 | 28.48% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 295,827 | 14,474 | 0.04% | 0.04% | 99 | -59,627 | -16.77% | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 290,873 | 14,231 | 1.54% | 1.41% | 100 | +6,541 | 2.3% | Q1 2026 | May 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 284,226 | 13,907 | 2.56% | 2.3% | 101 | +4,980 | 1.78% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 281,416 | 13,769 | 1.77% | 1.94% | 102 | -44,508 | -13.66% | Q1 2026 | Apr 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 280,867 | 13,742 | 2.23% | 1.97% | 103 | +18,538 | 7.07% | Q1 2026 | Apr 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 279,631 | 13,682 | 2.58% | 2.14% | 104 | -659 | -0.24% | Q1 2026 | May 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 276,562 | 13,532 | 3.87% | 3.29% | 105 | +10,322 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | New | 269,908 | 13,206 | 5.94% | — | 106 | +269,908 | New | Q1 2026 | Apr 29, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 269,769 | 13,199 | 2.97% | 2.74% | 107 | +5,228 | 1.98% | Q1 2026 | Apr 02, 2026 |
| ASPIRIANT, LLC | History | Added to | 267,783 | 13,102 | 0.37% | 0.33% | 108 | +10,380 | 4.03% | Q1 2026 | May 12, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 262,905 | 12,863 | 6.34% | 4.81% | 109 | +57,371 | 27.91% | Q1 2026 | Apr 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 257,900 | 12,619 | 6.57% | 6.36% | 110 | +1,187 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 247,840 | 12,126 | 0.02% | 0.02% | 111 | +8,169 | 3.41% | Q1 2026 | May 14, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 246,557 | 12,064 | 3.68% | 3.55% | 112 | +5,947 | 2.47% | Q1 2026 | Apr 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 244,129 | 11,945 | 0.77% | 0.71% | 113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 242,839 | 11,882 | 2.14% | — | 114 | +242,839 | New | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 241,299 | 11,806 | 1.47% | 1.45% | 115 | +7,009 | 2.99% | Q1 2026 | Apr 21, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 235,980 | 11,546 | 7.72% | 7.57% | 116 | -22,296 | -8.63% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 233,218 | 11,411 | 0.06% | 0.03% | 117 | +24,959 | 11.98% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 229,178 | 11,213 | 0.16% | 0.13% | 118 | +42,596 | 22.83% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 223,450 | 10,933 | 7.15% | 7.04% | 119 | -6,688 | -2.91% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 222,204 | 10,872 | 2.3% | 2.22% | 120 | -10,277 | -4.42% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 219,779 | 10,753 | 0.02% | 0.01% | 121 | +86,111 | 64.42% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 217,309 | 10,632 | 5.02% | 4.84% | 122 | -12,733 | -5.54% | Q1 2026 | Apr 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 216,248 | 10,581 | 3.75% | 1.71% | 123 | +112,476 | 108.39% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 214,845 | 10,574 | 0.33% | 0.09% | 124 | +126,903 | 144.3% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 214,823 | 10,511 | 0.13% | 0.12% | 125 | +23,791 | 12.45% | Q1 2026 | Apr 23, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 214,000 | 10,471 | 0.25% | — | 126 | +214,000 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 213,315 | 10,437 | 0.01% | — | 127 | +213,315 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 223,694 | 10,113 | 0.65% | 0.65% | 128 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 211,840 | 10,048 | 0.0% | 0.0% | 129 | +66,506 | 45.76% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 204,777 | 10,020 | 0.13% | 0.11% | 130 | +6,156 | 3.1% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 204,727 | 10,017 | 1.0% | 0.93% | 131 | -2,403 | -1.16% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 204,584 | 10,010 | 0.13% | 0.14% | 132 | -881 | -0.43% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 203,770 | 9,970 | 4.17% | 3.04% | 133 | +61,711 | 43.44% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 203,633 | 9,963 | 0.02% | 0.02% | 134 | -12,360 | -5.72% | Q1 2026 | May 06, 2026 |
| Lee Financial Co | History | Added to | 203,513 | 9,957 | 1.4% | 1.22% | 135 | +3,228 | 1.61% | Q1 2026 | Apr 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 202,410 | 9,903 | 1.76% | 1.68% | 136 | +1,296 | 0.64% | Q1 2026 | Apr 22, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 200,000 | 9,786 | 0.06% | — | 137 | +200,000 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 198,892 | 9,731 | 0.56% | 1.12% | 138 | -246,467 | -55.34% | Q1 2026 | Apr 20, 2026 |
| Journey Advisory Group, LLC | History | Added to | 197,258 | 9,651 | 0.82% | 0.62% | 139 | +34,053 | 20.87% | Q1 2026 | May 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 192,672 | 9,427 | 0.9% | 0.86% | 140 | -3,589 | -1.83% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 191,340 | 9,362 | 0.76% | 0.66% | 141 | -1,021 | -0.53% | Q1 2026 | Apr 06, 2026 |
| Towne Trust Company, N.A | History | Added to | 190,489 | 9,320 | 2.99% | 2.59% | 142 | +7,035 | 3.83% | Q1 2026 | Apr 22, 2026 |
| RHS Financial, LLC | History | Added to | 188,974 | 9,246 | 4.38% | 3.59% | 143 | +26,168 | 16.07% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 182,750 | 8,941 | 0.15% | 0.16% | 144 | -15,062 | -7.61% | Q1 2026 | May 04, 2026 |
| Sound Stewardship, LLC | History | Reduced | 181,199 | 8,866 | 4.06% | 4.06% | 145 | -6,249 | -3.33% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 180,998 | 8,856 | 0.11% | 0.09% | 146 | +12,540 | 7.44% | Q1 2026 | Apr 20, 2026 |
| Firestone Capital Management | History | Added to | 180,045 | 8,809 | 1.83% | 1.68% | 147 | +4,758 | 2.71% | Q1 2026 | May 08, 2026 |
| William Mack & Associates, Inc. | History | Added to | 178,654 | 8,741 | 5.0% | 3.77% | 148 | +1,658 | 0.94% | Q1 2026 | Apr 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 174,963 | 8,560 | 1.75% | 1.49% | 149 | +10,849 | 6.61% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 172,771 | 8,453 | 0.01% | 0.01% | 150 | +33,576 | 24.12% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,631 | 8,446 | 0.0% | 0.0% | 151 | +40,957 | 31.1% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 166,588 | 8,431 | 0.15% | 0.37% | 152 | -1,581 | -0.94% | Q1 2026 | May 01, 2026 |
| Williams Financial, LLC | History | Reduced | 169,098 | 8,273 | 4.82% | 4.51% | 153 | -3,288 | -1.91% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 159,787 | 7,818 | 0.16% | 0.17% | 154 | -6,325 | -3.81% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 159,110 | 7,785 | 0.04% | 0.03% | 155 | +41,502 | 35.29% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 156,896 | 7,676 | 0.18% | 0.05% | 156 | +109,300 | 229.64% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,097 | 7,637 | 0.03% | 0.02% | 157 | +29,772 | 23.57% | Q1 2026 | Apr 30, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 155,349 | 7,601 | 3.0% | 2.62% | 158 | -76,526 | -33.0% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 149,648 | 7,322 | 0.4% | 0.31% | 159 | +63,059 | 72.83% | Q1 2026 | May 11, 2026 |
| Northland Capital Management LLC | History | Reduced | 148,983 | 7,289 | 3.99% | 4.42% | 160 | -25,602 | -14.66% | Q1 2026 | Apr 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 148,429 | 7,262 | 0.63% | 0.57% | 161 | -367 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 159,961 | 7,233 | 0.05% | 0.05% | 162 | +2,577 | 1.64% | Q1 2026 | May 15, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 143,230 | 7,008 | 2.96% | 3.0% | 163 | -13,953 | -8.88% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 141,335 | 6,915 | 0.07% | 0.07% | 164 | -918 | -0.65% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 140,190 | 6,859 | 0.3% | 0.28% | 165 | +5,257 | 3.9% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 139,236 | 6,812 | 4.39% | 3.98% | 166 | +7,289 | 5.52% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 139,168 | 6,758 | 1.88% | 1.91% | 167 | -3,616 | -2.53% | Q1 2026 | Apr 08, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 138,056 | 6,755 | 3.39% | 0.97% | 168 | +94,395 | 216.2% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 137,663 | 6,735 | 0.04% | 0.04% | 169 | +24,306 | 21.44% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 136,439 | 6,675 | 0.84% | 0.89% | 170 | -6,842 | -4.78% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 134,558 | 6,584 | 0.05% | 0.04% | 171 | +17,249 | 14.7% | Q1 2026 | Apr 07, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 133,987 | 6,555 | 5.26% | 4.14% | 172 | -12,430 | -8.49% | Q1 2026 | Apr 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 133,723 | 6,543 | 3.5% | 2.76% | 173 | +24,451 | 22.38% | Q1 2026 | May 01, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 133,146 | 6,514 | 1.72% | 1.6% | 174 | -5,078 | -3.67% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 133,089 | 6,512 | 0.11% | 0.12% | 175 | -11,315 | -7.84% | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 132,781 | 6,496 | 1.53% | 1.26% | 176 | +17,805 | 15.49% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 128,462 | 6,285 | 0.74% | 0.62% | 177 | +14,864 | 13.08% | Q1 2026 | Apr 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 124,560 | 6,094 | 0.54% | 0.47% | 178 | -465 | -0.37% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Added to | 122,240 | 5,981 | 2.76% | 2.55% | 179 | +1,142 | 0.94% | Q1 2026 | Apr 15, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 121,167 | 5,928 | 6.08% | 5.69% | 180 | -1,010 | -0.83% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 118,955 | 5,820 | 0.01% | 0.01% | 181 | -2,156 | -1.78% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 109,725 | 5,690 | 0.45% | 0.39% | 182 | +13,448 | 13.97% | Q1 2026 | May 01, 2026 |
| Waterfront Wealth Inc. | History | Added to | 115,386 | 5,645 | 1.04% | 0.86% | 183 | +21,472 | 22.86% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 112,680 | 5,513 | 0.03% | 0.03% | 184 | +5,267 | 4.9% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 110,298 | 5,457 | 0.05% | 0.03% | 185 | +39,662 | 56.15% | Q1 2026 | Apr 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 110,066 | 5,385 | 0.14% | 0.15% | 186 | -14,616 | -11.72% | Q1 2026 | May 13, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 108,001 | 5,284 | 4.68% | 4.58% | 187 | -3,142 | -2.83% | Q1 2026 | Apr 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 106,620 | 5,216 | 0.04% | 0.03% | 188 | +28,086 | 35.76% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 102,010 | 4,991 | 4.81% | 4.48% | 189 | +2,121 | 2.12% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 101,302 | 4,956 | 0.04% | 0.04% | 190 | +24 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 101,270 | 4,955 | 4.7% | 4.78% | 191 | -6,110 | -5.69% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 100,113 | 4,898 | 1.0% | 0.64% | 192 | -40,225 | -28.66% | Q1 2026 | Apr 17, 2026 |
| Richard P Slaughter Associates Inc | History | New | 98,674 | 4,828 | 1.04% | — | 193 | +98,674 | New | Q1 2026 | Apr 13, 2026 |
| Oath Planning, LLC | History | Added to | 97,323 | 4,762 | 4.23% | 4.06% | 194 | +6,231 | 6.84% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 96,367 | 4,715 | 0.06% | 0.0% | 195 | +87,856 | 1032.26% | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 96,264 | 4,710 | 1.66% | 1.52% | 196 | +3,704 | 4.0% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 102,718 | 4,643 | 0.22% | 0.22% | 197 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 94,479 | 4,622 | 0.05% | 0.06% | 198 | -17,023 | -15.27% | Q1 2026 | Apr 28, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 92,010 | 4,502 | 0.1% | 0.06% | 199 | +28,893 | 45.78% | Q1 2026 | May 13, 2026 |
| LongView Wealth Management | History | Reduced | 85,648 | 4,430 | 1.11% | 1.63% | 200 | -58,496 | -40.58% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 88,225 | 4,316 | 0.03% | 0.03% | 201 | -2,769 | -3.04% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 94,731 | 4,282 | 0.48% | 0.48% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 86,964 | 4,255 | 4.44% | 3.13% | 203 | +17,172 | 24.6% | Q1 2026 | Apr 16, 2026 |
| NICOLET BANKSHARES INC | History | New | 85,514 | 4,184 | 0.15% | — | 204 | +85,514 | New | Q1 2026 | May 14, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 83,951 | 4,174 | 4.0% | 3.48% | 205 | +3,106 | 3.84% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 85,161 | 4,166 | 1.6% | 1.54% | 206 | -5,676 | -6.25% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 84,885 | 4,153 | 0.03% | 0.03% | 207 | +6,335 | 8.06% | Q1 2026 | May 11, 2026 |
| Brightwater Advisory LLC | History | Added to | 83,985 | 4,109 | 2.72% | 2.41% | 208 | +5,011 | 6.35% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 82,992 | 4,060 | 0.15% | 0.07% | 209 | +38,896 | 88.21% | Q1 2026 | Apr 20, 2026 |
| First Pacific Financial | History | Reduced | 82,825 | 4,052 | 0.52% | 0.49% | 210 | -820 | -0.98% | Q1 2026 | Apr 23, 2026 |
| Mendel Capital Management LLC | History | New | 82,565 | 4,039 | 2.03% | — | 211 | +82,565 | New | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 81,500 | 3,987 | 0.02% | 0.01% | 212 | +6,622 | 8.84% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 81,160 | 3,971 | 0.06% | 0.06% | 213 | -809 | -0.99% | Q1 2026 | May 04, 2026 |
| JB Capital LLC | History | Added to | 80,715 | 3,949 | 0.16% | 0.14% | 214 | +4,380 | 5.74% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 78,141 | 3,823 | 0.04% | 0.04% | 215 | +4,039 | 5.45% | Q1 2026 | May 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 77,840 | 3,808 | 1.23% | 1.18% | 216 | -1,272 | -1.61% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,164 | 3,775 | 0.09% | 0.08% | 217 | +398 | 0.52% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 76,923 | 3,763 | 0.52% | 0.49% | 218 | -3,122 | -3.9% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 76,454 | 3,740 | 0.61% | 0.46% | 219 | +13,654 | 21.74% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 75,579 | 3,698 | 1.24% | 0.85% | 220 | +14,155 | 23.04% | Q1 2026 | May 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 75,068 | 3,673 | 0.29% | 0.26% | 221 | +14,917 | 24.8% | Q1 2026 | Apr 16, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 73,938 | 3,617 | 1.76% | 1.72% | 222 | -2,466 | -3.23% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 72,588 | 3,551 | 0.01% | 0.01% | 223 | -1,995 | -2.67% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 72,226 | 3,534 | 0.4% | 0.33% | 224 | +7,785 | 12.08% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 71,399 | 3,493 | 0.0% | 0.0% | 225 | +68,038 | 2024.34% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | New | 71,385 | 3,492 | 0.75% | — | 226 | +71,385 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 71,055 | 3,476 | 0.03% | 0.02% | 227 | -776 | -1.08% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 70,868 | 3,467 | 0.03% | 0.03% | 228 | -462 | -0.65% | Q1 2026 | Apr 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 69,407 | 3,396 | 0.77% | 0.6% | 229 | +8,302 | 13.59% | Q1 2026 | Apr 10, 2026 |
| Auxano Advisors, LLC | History | Added to | 67,980 | 3,326 | 0.66% | 0.07% | 230 | +60,452 | 803.03% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Reduced | 65,982 | 3,228 | 0.37% | 0.48% | 231 | -16,908 | -20.4% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 65,623 | 3,210 | 0.01% | 0.01% | 232 | +18,269 | 38.58% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 59,729 | 3,182 | 0.06% | 0.07% | 233 | +250 | 0.42% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 62,404 | 3,178 | 1.79% | — | 234 | +62,404 | New | Q1 2026 | May 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 64,826 | 3,171 | 0.15% | 0.1% | 235 | +19,305 | 42.41% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 64,650 | 3,163 | 0.09% | 0.05% | 236 | +21,838 | 51.01% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 62,891 | 3,077 | 0.09% | 0.08% | 237 | -3,159 | -4.78% | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Added to | 62,284 | 3,047 | 0.47% | 0.46% | 238 | +1,265 | 2.07% | Q1 2026 | May 04, 2026 |
| Capital Square, LLC | History | Added to | 59,271 | 3,025 | 1.39% | 1.14% | 239 | +9,880 | 20.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 60,732 | 3,005 | 0.61% | 0.01% | 240 | +60,288 | 13578.38% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 60,685 | 2,969 | 0.17% | 0.13% | 241 | +13,640 | 28.99% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 60,554 | 2,962 | 0.05% | 0.04% | 242 | +11,374 | 23.13% | Q1 2026 | Apr 22, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 64,476 | 2,915 | 1.09% | 0.95% | 243 | +6,725 | 11.64% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 59,134 | 2,893 | 1.85% | 1.42% | 244 | +5,573 | 10.4% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 58,921 | 2,883 | 0.18% | 0.18% | 245 | +431 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 57,232 | 2,800 | 1.45% | 1.74% | 246 | -2,587 | -4.32% | Q1 2026 | Apr 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 57,125 | 2,795 | 0.34% | 0.17% | 247 | +27,675 | 93.97% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,233 | 2,702 | 0.0% | 0.0% | 248 | +18,184 | 49.08% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 55,001 | 2,691 | 0.03% | 0.03% | 249 | -1,171 | -2.08% | Q1 2026 | Apr 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 54,941 | 2,688 | 0.62% | 0.57% | 250 | +31 | 0.06% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 53,706 | 2,627 | 0.1% | — | 251 | +53,706 | New | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 52,624 | 2,610 | 0.28% | 0.39% | 252 | -5,444 | -9.38% | Q1 2026 | Apr 10, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 53,253 | 2,605 | 0.41% | 0.3% | 253 | +8,446 | 18.85% | Q1 2026 | May 05, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 53,190 | 2,602 | 0.3% | 0.28% | 254 | -1,362 | -2.5% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 52,495 | 2,568 | 0.26% | 0.22% | 255 | +4,853 | 10.19% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 52,462 | 2,566 | 0.01% | 0.01% | 256 | +23,904 | 83.7% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Added to | 52,307 | 2,559 | 2.54% | 2.1% | 257 | +4,005 | 8.29% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,235 | 2,555 | 0.05% | 0.04% | 258 | +844 | 1.64% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 51,982 | 2,543 | 0.55% | 0.5% | 259 | -1,270 | -2.38% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 51,987 | 2,543 | 0.16% | 0.15% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 51,759 | 2,532 | 3.12% | 0.31% | 261 | +46,152 | 823.11% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 51,063 | 2,498 | 0.07% | 0.09% | 262 | -8,231 | -13.88% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 50,451 | 2,468 | 1.08% | 0.52% | 263 | +24,167 | 91.95% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 49,830 | 2,438 | 0.0% | 0.0% | 264 | -28,843 | -36.66% | Q1 2026 | May 14, 2026 |
| DAHRING | CUSMANO LLC | History | New | 49,381 | 2,416 | 1.49% | — | 265 | +49,381 | New | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 49,049 | 2,399 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,550 | 2,375 | 0.02% | 0.01% | 267 | +37,525 | 340.36% | Q1 2026 | May 15, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 48,507 | 2,373 | 0.72% | 0.79% | 268 | -2,930 | -5.7% | Q1 2026 | May 05, 2026 |
| Haven Private, LLC | History | Reduced | 48,110 | 2,354 | 1.03% | 1.03% | 269 | -4,185 | -8.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 47,979 | 2,347 | 0.14% | 0.1% | 270 | +2,179 | 4.76% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 47,553 | 2,326 | 1.63% | 1.53% | 271 | +1,399 | 3.03% | Q1 2026 | Apr 13, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 46,977 | 2,298 | 0.18% | 0.29% | 272 | -227,149 | -82.86% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 46,710 | 2,285 | 0.03% | 0.02% | 273 | +22,510 | 93.02% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 46,622 | 2,281 | 0.75% | 1.09% | 274 | -1,505 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 46,021 | 2,252 | 0.0% | 0.0% | 275 | +3,896 | 9.25% | Q1 2026 | May 14, 2026 |
| Family Legacy, Inc. | History | New | 45,959 | 2,248 | 0.68% | — | 276 | +45,959 | New | Q1 2026 | May 12, 2026 |
| Ciovacco Capital Management LLC | History | New | 45,897 | 2,245 | 1.31% | — | 277 | +45,897 | New | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | New | 45,884 | 2,245 | 0.27% | — | 278 | +45,884 | New | Q1 2026 | Apr 30, 2026 |
| Asio Capital, LLC | History | Added to | 45,741 | 2,238 | 0.31% | 0.04% | 279 | +39,015 | 580.06% | Q1 2026 | Apr 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 44,934 | 2,198 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 44,733 | 2,188 | 0.0% | — | 281 | +44,733 | New | Q1 2026 | May 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 44,408 | 2,172 | 1.44% | 1.23% | 282 | +3,984 | 9.86% | Q1 2026 | May 04, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 43,545 | 2,130 | 0.61% | 0.48% | 283 | +4,380 | 11.18% | Q1 2026 | Apr 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 43,123 | 2,109 | 1.42% | 1.33% | 284 | +586 | 1.38% | Q1 2026 | Apr 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 42,979 | 2,102 | 1.57% | 1.11% | 285 | -695 | -1.59% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 42,874 | 2,097 | 0.08% | 0.07% | 286 | +2,610 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Heirloom Wealth Management | History | New | 42,619 | 2,085 | 0.38% | — | 287 | +42,619 | New | Q1 2026 | Apr 14, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 42,288 | 2,069 | 1.82% | 2.14% | 288 | +1,286 | 3.14% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 42,268 | 2,068 | 0.03% | 0.03% | 289 | -4,039 | -8.72% | Q1 2026 | Apr 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 45,634 | 2,063 | 1.31% | 1.31% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,849 | 2,047 | 0.0% | 0.0% | 291 | +4,217 | 11.21% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 41,197 | 2,015 | 0.05% | 0.04% | 292 | +2,485 | 6.42% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 37,964 | 1,988 | 1.16% | 0.61% | 293 | +19,283 | 103.22% | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 40,093 | 1,961 | 1.31% | 1.29% | 294 | -750 | -1.84% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,073 | 1,960 | 0.02% | 0.01% | 295 | +28,571 | 248.4% | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 39,728 | 1,943 | 0.04% | — | 296 | +39,728 | New | Q1 2026 | Apr 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 39,628 | 1,938 | 0.07% | — | 297 | +39,628 | New | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 39,583 | 1,936 | 0.14% | 0.13% | 298 | +406 | 1.04% | Q1 2026 | May 05, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 38,996 | 1,908 | 0.77% | 0.69% | 299 | -2,827 | -6.76% | Q1 2026 | Apr 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 38,615 | 1,889 | 0.53% | 0.51% | 300 | -1,282 | -3.21% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 38,289 | 1,873 | 0.61% | 0.56% | 301 | +1,298 | 3.51% | Q1 2026 | Apr 24, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 38,255 | 1,871 | 1.96% | 1.65% | 302 | +2,463 | 6.88% | Q1 2026 | May 12, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 37,876 | 1,853 | 2.73% | 2.78% | 303 | -5,432 | -12.54% | Q1 2026 | Apr 10, 2026 |
| Directional Asset Management | History | Added to | 37,831 | 1,851 | 1.69% | 1.4% | 304 | +2,518 | 7.13% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 37,622 | 1,840 | 0.0% | 0.0% | 305 | -9,711 | -20.52% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | No change | 37,577 | 1,838 | 0.45% | 0.42% | 306 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| January Capital Advisors LLC | History | New | 37,244 | 1,822 | 2.46% | — | 307 | +37,244 | New | Q1 2026 | May 20, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 36,538 | 1,787 | 0.3% | 0.3% | 309 | -2,174 | -5.62% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 36,535 | 1,787 | 0.1% | 0.12% | 308 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 38,993 | 1,762 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 35,995 | 1,761 | 0.06% | 0.02% | 311 | +26,896 | 295.59% | Q1 2026 | May 19, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 35,271 | 1,726 | 0.59% | 0.5% | 312 | +3,700 | 11.72% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 34,772 | 1,720 | 0.03% | 0.03% | 313 | -1,615 | -4.44% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 36,562 | 1,652 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | No change | 33,075 | 1,618 | 0.67% | 0.63% | 315 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 33,049 | 1,617 | 0.39% | 0.31% | 316 | +4,995 | 17.8% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 32,935 | 1,611 | 0.07% | 0.07% | 317 | -505 | -1.51% | Q1 2026 | Apr 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 32,559 | 1,593 | 0.24% | 0.23% | 318 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DDD Partners, LLC | History | Added to | 32,438 | 1,587 | 0.11% | 0.09% | 319 | +263 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 34,911 | 1,578 | 0.12% | 0.12% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 31,983 | 1,564 | 0.27% | 0.21% | 321 | +6,434 | 25.18% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 31,701 | 1,551 | 0.11% | 0.11% | 322 | -4,750 | -13.03% | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Reduced | 31,694 | 1,550 | 0.1% | 0.1% | 323 | -1,635 | -4.91% | Q1 2026 | May 04, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 31,530 | 1,542 | 1.03% | 0.92% | 325 | +2,300 | 7.87% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Reduced | 31,530 | 1,542 | 0.2% | 0.19% | 324 | -943 | -2.9% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 31,445 | 1,538 | 0.55% | 0.52% | 326 | -1,281 | -3.91% | Q1 2026 | Apr 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 31,307 | 1,531 | 1.16% | 0.7% | 327 | +12,824 | 69.38% | Q1 2026 | Apr 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 30,491 | 1,491 | 0.39% | 0.38% | 328 | +108 | 0.36% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,128 | 1,474 | 0.01% | 0.01% | 329 | +3,620 | 13.66% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,710 | 1,453 | 0.0% | 0.0% | 330 | +1,464 | 5.18% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 29,621 | 1,449 | 0.16% | 0.15% | 331 | -734 | -2.42% | Q1 2026 | May 01, 2026 |
| Solstein Capital, LLC | History | No change | 29,534 | 1,445 | 0.59% | 0.54% | 332 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 28,979 | 1,417 | 0.23% | 0.26% | 333 | -726 | -2.44% | Q1 2026 | Apr 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 28,947 | 1,416 | 0.2% | 0.16% | 334 | +5,152 | 21.65% | Q1 2026 | May 13, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 28,932 | 1,415 | 0.92% | 0.75% | 335 | +2,184 | 8.17% | Q1 2026 | Apr 21, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 28,136 | 1,376 | 0.23% | 0.22% | 336 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 28,056 | 1,372 | 0.16% | 0.23% | 337 | -15,050 | -34.91% | Q1 2026 | Apr 15, 2026 |
| Eagle Strategies LLC | History | Added to | 27,853 | 1,362 | 0.16% | 0.16% | 338 | +106 | 0.38% | Q1 2026 | Apr 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 27,463 | 1,343 | 0.21% | 0.2% | 339 | +312 | 1.15% | Q1 2026 | May 06, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 27,418 | 1,341 | 0.87% | 0.98% | 340 | -6,430 | -19.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 27,306 | 1,336 | 0.01% | 0.01% | 341 | +9,797 | 55.95% | Q1 2026 | May 05, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 27,296 | 1,335 | 0.69% | 0.67% | 342 | -570 | -2.05% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | Added to | 26,776 | 1,310 | 0.0% | 0.0% | 343 | +7,979 | 42.45% | Q1 2026 | May 13, 2026 |
| City Center Advisors, LLC | History | Added to | 26,349 | 1,289 | 1.19% | 0.6% | 344 | +11,824 | 81.4% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 26,010 | 1,272 | 0.03% | — | 346 | +26,010 | New | Q1 2026 | Apr 27, 2026 |
| Balentine LLC | History | Reduced | 26,011 | 1,272 | 0.05% | 0.04% | 345 | -77 | -0.3% | Q1 2026 | Apr 24, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 25,880 | 1,266 | 0.04% | 0.03% | 347 | +1,785 | 7.41% | Q1 2026 | May 12, 2026 |
| Index Technologies Group LLC | History | Added to | 25,620 | 1,253 | 1.37% | 0.67% | 348 | +11,504 | 81.5% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 25,070 | 1,226 | 0.41% | 0.38% | 349 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 24,541 | 1,200 | 0.13% | — | 350 | +24,541 | New | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,523 | 1,199 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,435 | 1,195 | 0.0% | 0.01% | 352 | -795,724 | -97.02% | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | No change | 24,230 | 1,185 | 0.33% | 0.3% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 24,133 | 1,180 | 0.02% | 0.01% | 354 | +5,224 | 27.63% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,021 | 1,175 | 0.03% | 0.01% | 355 | +10,411 | 76.5% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 23,804 | 1,164 | 0.04% | 0.04% | 356 | -2,361 | -9.02% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 23,613 | 1,155 | 0.09% | 0.08% | 357 | +114 | 0.49% | Q1 2026 | May 04, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 23,518 | 1,150 | 0.64% | 0.61% | 358 | -398 | -1.66% | Q1 2026 | Apr 16, 2026 |
| First County Bank /CT/ | History | Reduced | 23,277 | 1,138 | 0.61% | 0.57% | 359 | -1,000 | -4.12% | Q1 2026 | Apr 03, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,226 | 1,136 | 0.4% | 0.38% | 360 | +1,767 | 8.23% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Reduced | 23,090 | 1,129 | 0.13% | 0.12% | 361 | -1,151 | -4.75% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 22,863 | 1,118 | 0.04% | 0.05% | 362 | -1,213 | -5.04% | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 22,658 | 1,108 | 0.03% | 0.03% | 363 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kaizen Financial Strategies | History | No change | 21,443 | 1,105 | 0.47% | 0.43% | 364 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Advisory Team LLC | History | No change | 24,380 | 1,102 | 0.97% | 0.97% | 365 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,944 | 1,073 | 0.01% | 0.0% | 366 | +13,096 | 148.01% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 21,642 | 1,058 | 0.17% | 0.1% | 367 | -591 | -2.66% | Q1 2026 | Apr 16, 2026 |
| Carter Financial, LLC | History | Added to | 21,403 | 1,047 | 0.91% | 0.21% | 368 | +16,220 | 312.95% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 21,383 | 1,046 | 0.04% | 0.02% | 369 | +9,413 | 78.64% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 21,250 | 1,039 | 0.05% | 0.04% | 370 | +637 | 3.09% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 21,191 | 1,036 | 0.0% | 0.0% | 371 | +3,525 | 19.95% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 21,046 | 1,029 | 0.01% | 0.01% | 372 | +3,350 | 18.93% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Added to | 21,015 | 1,028 | 0.02% | 0.01% | 373 | +6,544 | 45.22% | Q1 2026 | May 08, 2026 |
| ALTFEST L J & CO INC | History | Added to | 20,880 | 1,021 | 0.11% | 0.1% | 374 | +248 | 1.2% | Q1 2026 | Apr 28, 2026 |
| Asset Management Group, Inc. | History | No change | 20,594 | 1,007 | 0.16% | 0.15% | 375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 20,539 | 1,004 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 20,478 | 1,001 | 0.0% | 0.0% | 377 | -1,138 | -5.26% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 22,142 | 1,001 | 0.63% | 0.63% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 20,420 | 999 | 0.23% | 0.2% | 379 | +1,387 | 7.29% | Q1 2026 | Apr 16, 2026 |
| One Capital Management, LLC | History | New | 20,357 | 996 | 0.03% | — | 380 | +20,357 | New | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | Added to | 20,096 | 983 | 0.32% | 0.23% | 381 | +5,670 | 39.3% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,078 | 982 | 0.06% | 0.04% | 382 | +5,714 | 39.78% | Q1 2026 | Apr 29, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 19,908 | 974 | 0.51% | 0.49% | 383 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Squarepoint Ops LLC | History | Reduced | 19,663 | 962 | 0.0% | 0.0% | 384 | -10,531 | -34.88% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 19,648 | 961 | 0.08% | 0.08% | 385 | +539 | 2.82% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,608 | 959 | 0.0% | 0.0% | 386 | +16,863 | 614.32% | Q1 2026 | May 01, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 19,571 | 957 | 0.38% | 0.36% | 387 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,500 | 954 | 0.02% | 0.02% | 388 | +2,112 | 12.15% | Q1 2026 | May 14, 2026 |
| LVW Advisors, LLC | History | Reduced | 19,425 | 950 | 0.09% | 0.1% | 389 | -2,837 | -12.74% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 19,427 | 950 | 0.03% | 0.03% | 390 | +275 | 1.44% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 19,272 | 942 | 0.01% | 0.0% | 391 | +11,423 | 145.53% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,196 | 939 | 0.01% | 0.01% | 392 | +1,165 | 6.46% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 20,639 | 933 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 18,879 | 923 | 0.05% | 0.04% | 394 | +179 | 0.96% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 20,391 | 921 | 0.27% | 0.27% | 395 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bulwark Capital Corp | History | Reduced | 18,577 | 908 | 0.56% | 0.62% | 396 | -724 | -3.75% | Q1 2026 | Apr 07, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 18,549 | 907 | 0.53% | — | 398 | +18,549 | New | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 18,556 | 907 | 0.3% | 0.27% | 397 | +1,670 | 9.89% | Q1 2026 | May 11, 2026 |
| Diversified Portfolios, Inc. | History | No change | 18,116 | 886 | 0.07% | 0.07% | 399 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 19,401 | 877 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | Added to | 17,813 | 871 | 0.12% | 0.1% | 401 | +1,784 | 11.13% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Added to | 17,689 | 865 | 0.06% | 0.05% | 402 | +2,648 | 17.61% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 17,643 | 863 | 0.03% | — | 403 | +17,643 | New | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 17,448 | 853 | 0.1% | 0.07% | 404 | +4,940 | 39.49% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,375 | 850 | 0.01% | 0.01% | 405 | +8,369 | 92.93% | Q1 2026 | May 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 17,359 | 849 | 0.0% | 0.0% | 406 | +4,600 | 36.05% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,875 | 825 | 0.02% | 0.02% | 407 | -87 | -0.51% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 16,769 | 820 | 0.01% | 0.01% | 408 | +9,594 | 133.71% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | New | 16,734 | 818 | 0.3% | — | 410 | +16,734 | New | Q1 2026 | Apr 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 16,727 | 818 | 0.48% | 0.44% | 409 | +100 | 0.6% | Q1 2026 | May 01, 2026 |
| Francis Financial, Inc. | History | No change | 16,654 | 814 | 0.15% | 0.15% | 411 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 16,541 | 809 | 0.01% | 0.02% | 412 | +2,609 | 18.73% | Q1 2026 | May 12, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 16,455 | 805 | 0.22% | 0.21% | 413 | -427 | -2.53% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 16,415 | 803 | 0.01% | 0.01% | 414 | -1,386 | -7.79% | Q1 2026 | May 06, 2026 |
| Stokes Family Office, LLC | History | Reduced | 16,369 | 800 | 0.08% | 0.14% | 415 | -18,698 | -53.32% | Q1 2026 | May 11, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 16,347 | 799 | 0.18% | 0.16% | 416 | -301 | -1.81% | Q1 2026 | Apr 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 16,321 | 798 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,316 | 798 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 15,571 | 791 | 0.05% | — | 419 | +15,571 | New | Q1 2026 | Apr 22, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 16,102 | 787 | 0.11% | 0.1% | 420 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wedmont Private Capital | History | No change | 15,311 | 786 | 0.03% | 0.02% | 421 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Evanson Asset Management, LLC | History | No change | 16,052 | 785 | 0.04% | 0.04% | 422 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Skyline Advisors, Inc. | History | New | 16,041 | 784 | 0.27% | — | 423 | +16,041 | New | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,883 | 777 | 0.0% | 0.0% | 424 | +730 | 4.82% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,745 | 770 | 0.01% | 0.01% | 425 | +7,823 | 98.75% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 15,655 | 766 | 0.14% | 0.13% | 426 | -13,403 | -46.12% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,607 | 763 | 0.1% | 0.1% | 427 | -268 | -1.69% | Q1 2026 | Apr 28, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 15,589 | 762 | 0.34% | 0.3% | 428 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 15,408 | 753 | 0.08% | 0.07% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | New | 15,216 | 744 | 0.02% | — | 430 | +15,216 | New | Q1 2026 | Apr 09, 2026 |
| Mosley Wealth Management | History | Reduced | 17,250 | 741 | 0.34% | 0.4% | 432 | -2,992 | -14.78% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 15,159 | 741 | 0.35% | 0.34% | 431 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 14,987 | 733 | 0.1% | 0.08% | 433 | +748 | 5.25% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 14,968 | 732 | 0.19% | 0.16% | 434 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,792 | 723 | 0.02% | 0.02% | 435 | +4,293 | 40.89% | Q1 2026 | Apr 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 14,727 | 720 | 0.25% | 0.17% | 436 | +3,995 | 37.23% | Q1 2026 | Apr 23, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 14,694 | 718 | 0.16% | 0.16% | 437 | -339 | -2.26% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 14,656 | 717 | 0.02% | 0.02% | 438 | +3,035 | 26.12% | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 14,601 | 714 | 0.33% | 0.3% | 439 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 14,580 | 713 | 0.17% | 0.16% | 440 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gambit Capital Management, LLC | History | Added to | 14,337 | 701 | 0.48% | 0.3% | 441 | +5,189 | 56.72% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 14,299 | 700 | 0.05% | 0.04% | 442 | -357 | -2.44% | Q1 2026 | Apr 28, 2026 |
| Downshift Financial, LLC | History | Added to | 13,715 | 698 | 0.36% | 0.39% | 443 | +863 | 6.71% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,031 | 686 | 0.01% | 0.0% | 444 | +4,022 | 40.18% | Q1 2026 | May 08, 2026 |
| PDS Planning, Inc | History | No change | 14,002 | 685 | 0.05% | 0.04% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Red Mountain Financial, LLC | History | Added to | 13,904 | 680 | 0.64% | 0.58% | 447 | +786 | 5.99% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 15,051 | 680 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Added to | 13,737 | 672 | 0.03% | 0.02% | 448 | +2,382 | 20.98% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,706 | 670 | 0.03% | 0.03% | 449 | -26 | -0.19% | Q1 2026 | Apr 28, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 13,535 | 662 | 0.34% | 0.75% | 450 | -18,748 | -58.07% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,477 | 659 | 0.01% | 0.01% | 451 | +777 | 6.12% | Q1 2026 | Apr 15, 2026 |
| Members Trust Co | History | Added to | 13,439 | 657 | 0.02% | 0.01% | 452 | +7,566 | 128.83% | Q1 2026 | May 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 13,390 | 655 | 0.39% | — | 454 | +13,390 | New | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | Added to | 13,398 | 655 | 0.36% | 0.22% | 453 | +4,540 | 51.25% | Q1 2026 | Apr 28, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 13,334 | 652 | 0.12% | 0.14% | 455 | -507 | -3.66% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 13,243 | 647 | 0.01% | 0.01% | 457 | +6,470 | 95.53% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,231 | 647 | 0.03% | 0.03% | 456 | +2,233 | 20.3% | Q1 2026 | Apr 24, 2026 |
| 5T Wealth, LLC | History | Added to | 13,127 | 642 | 0.25% | 0.24% | 458 | +8 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,901 | 631 | 0.01% | 0.01% | 459 | +479 | 3.86% | Q1 2026 | May 06, 2026 |
| Detalus Advisors, LLC | History | Reduced | 12,838 | 628 | 0.14% | 0.16% | 460 | -1,355 | -9.55% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12,653 | 619 | 0.04% | 0.04% | 461 | -310 | -2.39% | Q1 2026 | Apr 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 12,501 | 611 | 0.14% | 0.13% | 462 | +244 | 1.99% | Q1 2026 | May 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 12,455 | 609 | 0.01% | 0.01% | 463 | +1,659 | 15.37% | Q1 2026 | Apr 09, 2026 |
| Millstone Evans Group, LLC | History | Added to | 12,397 | 606 | 0.36% | 0.19% | 464 | +5,207 | 72.42% | Q1 2026 | Apr 30, 2026 |
| Values Added Financial LLC | History | No change | 12,201 | 596 | 0.25% | 0.23% | 465 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,171 | 595 | 0.02% | 0.02% | 466 | +1,552 | 14.62% | Q1 2026 | May 15, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 12,121 | 593 | 0.32% | 0.46% | 467 | -7,316 | -37.64% | Q1 2026 | Apr 22, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 12,136 | 593 | 0.2% | 0.18% | 468 | -3,489 | -22.33% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 12,107 | 592 | 0.0% | 0.0% | 469 | +1,131 | 10.3% | Q1 2026 | May 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 11,990 | 586 | 0.51% | 0.3% | 470 | +4,233 | 54.57% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 11,954 | 584 | 0.02% | 0.03% | 471 | -8,604 | -41.85% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | New | 11,875 | 581 | 0.02% | — | 473 | +11,875 | New | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,880 | 581 | 0.01% | 0.01% | 472 | +1,014 | 9.33% | Q1 2026 | May 15, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 11,855 | 580 | 0.25% | — | 474 | +11,855 | New | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 11,832 | 578 | 0.0% | 0.0% | 475 | -739 | -5.88% | Q1 2026 | May 01, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 11,772 | 576 | 0.06% | 0.04% | 476 | +4,018 | 51.82% | Q1 2026 | Apr 27, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 11,742 | 574 | 0.33% | 0.26% | 477 | +1,622 | 16.03% | Q1 2026 | Apr 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 11,644 | 569 | 0.01% | 0.01% | 478 | -1,269 | -9.83% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,611 | 568 | 0.01% | 0.01% | 479 | +4,699 | 67.98% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 11,548 | 565 | 0.04% | 0.03% | 480 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 11,538 | 564 | 0.0% | — | 482 | +11,538 | New | Q1 2026 | May 08, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 11,530 | 564 | 0.39% | 0.36% | 481 | -19 | -0.16% | Q1 2026 | Apr 08, 2026 |
| Accredited Investors Inc. | History | Added to | 11,436 | 559 | 0.03% | 0.03% | 483 | +419 | 3.8% | Q1 2026 | Apr 30, 2026 |
| Aviance Capital Partners, LLC | History | No change | 11,361 | 555 | 0.06% | 0.06% | 484 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 11,318 | 553 | 0.01% | 0.01% | 485 | +5,569 | 96.87% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 11,297 | 552 | 0.06% | 0.07% | 486 | -2,244 | -16.57% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | No change | 12,186 | 550 | 0.09% | 0.09% | 487 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 11,189 | 547 | 0.27% | — | 489 | +11,189 | New | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 11,190 | 547 | 0.02% | 0.01% | 488 | +738 | 7.06% | Q1 2026 | Apr 14, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 11,008 | 538 | 0.4% | 0.32% | 490 | +1,244 | 12.74% | Q1 2026 | Apr 22, 2026 |
| Monetary Solutions, Ltd | History | Added to | 10,994 | 537 | 0.52% | 0.44% | 491 | +1,203 | 12.29% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | No change | 10,970 | 536 | 0.04% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,885 | 532 | 0.03% | 0.03% | 493 | +189 | 1.77% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 11,687 | 528 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 10,771 | 527 | 0.14% | 0.13% | 496 | -136 | -1.25% | Q1 2026 | Apr 23, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 10,782 | 527 | 0.07% | 0.06% | 495 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,751 | 526 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,717 | 524 | 0.0% | 0.0% | 498 | +1,483 | 16.06% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,629 | 520 | 0.0% | 0.0% | 499 | +3,765 | 54.85% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 10,558 | 516 | 0.02% | 0.02% | 500 | -648 | -5.78% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 10,526 | 515 | 0.01% | 0.01% | 501 | +213 | 2.07% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 10,445 | 511 | 0.07% | 0.08% | 502 | -198 | -1.86% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 10,443 | 510 | 0.09% | 0.09% | 503 | -643 | -5.8% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Reduced | 9,978 | 488 | 0.07% | 0.07% | 504 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 9,860 | 482 | 0.01% | — | 505 | +9,860 | New | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,811 | 480 | 0.03% | 0.03% | 506 | -90 | -0.91% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 9,805 | 479 | 0.02% | 0.02% | 507 | +2,947 | 42.97% | Q1 2026 | May 05, 2026 |
| GatePass Capital, LLC | History | New | 9,761 | 477 | 0.22% | — | 508 | +9,761 | New | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 9,684 | 473 | 0.05% | 0.11% | 509 | -7,845 | -44.75% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,661 | 472 | 0.0% | 0.0% | 510 | +2,434 | 33.68% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,585 | 468 | 0.01% | 0.01% | 512 | -437 | -4.36% | Q1 2026 | May 01, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 9,578 | 468 | 0.08% | 0.1% | 511 | +210 | 2.24% | Q1 2026 | Apr 09, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,528 | 466 | 0.04% | — | 513 | +9,528 | New | Q1 2026 | May 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 10,206 | 461 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 9,409 | 460 | 0.01% | — | 516 | +9,409 | New | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 9,404 | 460 | 0.01% | 0.01% | 515 | +212 | 2.31% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | Added to | 9,397 | 459 | 0.05% | 0.03% | 518 | +4,533 | 93.19% | Q1 2026 | Apr 23, 2026 |
| Selective Wealth Management, Inc. | History | No change | 9,088 | 459 | 0.14% | 0.13% | 517 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,274 | 453 | 0.02% | 0.01% | 519 | +1,069 | 13.03% | Q1 2026 | May 12, 2026 |
| Frankly Finances, LLC | History | No change | 9,214 | 450 | 0.41% | 0.39% | 520 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 9,144 | 447 | 0.06% | 0.11% | 521 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,100 | 445 | 0.01% | 0.01% | 522 | -62 | -0.68% | Q1 2026 | May 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 9,088 | 444 | 0.01% | 0.01% | 523 | +1,373 | 17.8% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 9,094 | 444 | 0.09% | 0.09% | 524 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Added to | 8,971 | 438 | 0.06% | 0.05% | 525 | +298 | 3.44% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Reduced | 8,970 | 438 | 0.1% | 0.09% | 526 | -65 | -0.72% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | New | 8,938 | 437 | 0.02% | — | 527 | +8,938 | New | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,930 | 436 | 0.01% | 0.01% | 528 | +166 | 1.89% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 8,915 | 436 | 0.07% | 0.07% | 529 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,813 | 431 | 0.03% | 0.03% | 530 | +706 | 8.71% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 8,633 | 422 | 0.01% | 0.07% | 531 | -122,886 | -93.44% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,564 | 422 | 0.03% | 0.03% | 532 | -693 | -7.49% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 8,617 | 421 | 0.01% | 0.0% | 533 | +669 | 8.42% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 8,581 | 419 | 0.02% | 0.02% | 534 | -2,563 | -23.0% | Q1 2026 | May 05, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 8,548 | 418 | 0.43% | 0.37% | 535 | +786 | 10.13% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 7,989 | 415 | 0.01% | 0.01% | 536 | +691 | 9.47% | Q1 2026 | Apr 20, 2026 |
| Texas Yale Capital Corp. | History | No change | 8,461 | 413 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brio Consultants, LLC | History | Added to | 7,895 | 411 | 0.05% | 0.04% | 538 | +322 | 4.25% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 8,226 | 402 | 0.16% | 0.13% | 539 | +986 | 13.62% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,190 | 400 | 0.01% | 0.01% | 540 | -119 | -1.43% | Q1 2026 | May 07, 2026 |
| Plan A Wealth LLC | History | Added to | 7,975 | 390 | 0.19% | 0.16% | 543 | +875 | 12.32% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 7,973 | 390 | 0.02% | 0.02% | 541 | +415 | 5.49% | Q1 2026 | Apr 30, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 7,976 | 390 | 0.19% | 0.18% | 542 | -249 | -3.03% | Q1 2026 | May 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 7,822 | 382 | 0.33% | 0.3% | 544 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 7,825 | 382 | 0.26% | 0.23% | 545 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,791 | 381 | 0.04% | 0.02% | 546 | +3,140 | 67.51% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | New | 7,771 | 380 | 0.01% | — | 547 | +7,771 | New | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 7,753 | 379 | 0.05% | — | 549 | +7,753 | New | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,756 | 379 | 0.01% | 0.01% | 548 | -2,005 | -20.54% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,351 | 377 | 0.01% | 0.01% | 550 | +338 | 4.82% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 7,669 | 375 | 0.01% | 0.01% | 551 | -466 | -5.73% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,553 | 369 | 0.03% | 0.02% | 552 | +75 | 1.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 7,539 | 368 | 0.2% | 0.18% | 553 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,510 | 367 | 0.0% | 0.0% | 554 | +65 | 0.87% | Q1 2026 | May 15, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 7,476 | 365 | 0.05% | 0.05% | 556 | -478 | -6.01% | Q1 2026 | May 05, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 7,470 | 365 | 0.03% | 0.03% | 555 | -266 | -3.44% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 7,470 | 365 | 0.02% | 0.02% | 557 | -114 | -1.5% | Q1 2026 | Apr 28, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 7,394 | 361 | 0.17% | — | 560 | +7,394 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,395 | 361 | 0.0% | 0.0% | 558 | +1,908 | 34.77% | Q1 2026 | May 05, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 7,391 | 361 | 0.35% | 0.3% | 559 | +837 | 12.77% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,358 | 360 | 0.01% | — | 561 | +7,358 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 7,320 | 358 | 0.0% | 0.0% | 562 | +1,890 | 34.81% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,296 | 356 | 0.1% | 0.11% | 563 | -1,530 | -17.34% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 7,244 | 354 | 0.01% | 0.0% | 564 | +1,065 | 17.24% | Q1 2026 | May 08, 2026 |
| West Wealth Group, LLC | History | Added to | 7,213 | 352 | 0.07% | 0.06% | 565 | +537 | 8.04% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 7,183 | 351 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,154 | 350 | 0.01% | 0.0% | 567 | +768 | 12.03% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,686 | 347 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Forward, LLC | History | Added to | 7,055 | 345 | 0.19% | 0.15% | 569 | +1,337 | 23.38% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,037 | 344 | 0.01% | 0.01% | 570 | -3,367 | -32.36% | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,026 | 343 | 0.0% | 0.0% | 571 | +1,446 | 25.91% | Q1 2026 | Apr 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 6,995 | 342 | 0.03% | 0.03% | 572 | -2 | -0.03% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | No change | 6,980 | 341 | 0.25% | 0.05% | 573 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empower Advisory Group, LLC | History | Added to | 6,929 | 339 | 0.0% | 0.0% | 575 | +162 | 2.39% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Reduced | 6,940 | 339 | 0.01% | 0.01% | 574 | -54 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Catalyst Investment Management LLC | History | No change | 6,526 | 339 | 0.38% | 0.28% | 576 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | No change | 6,944 | 339 | 0.03% | 0.03% | 577 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | New | 6,888 | 337 | 0.01% | — | 579 | +6,888 | New | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,891 | 337 | 0.0% | 0.0% | 578 | -338 | -4.68% | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | Reduced | 6,730 | 329 | 0.05% | 0.06% | 580 | -637 | -8.65% | Q1 2026 | May 14, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 6,706 | 328 | 0.31% | 0.32% | 582 | -793 | -10.57% | Q1 2026 | May 08, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 7,270 | 328 | 0.11% | 0.11% | 581 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 6,478 | 327 | 0.02% | 0.02% | 584 | -472 | -6.79% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,701 | 327 | 0.03% | 0.04% | 583 | +269 | 4.18% | Q1 2026 | Apr 06, 2026 |
| ADE, LLC | History | No change | 6,653 | 325 | 0.16% | 0.15% | 585 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 6,593 | 322 | 0.02% | — | 586 | +6,593 | New | Q1 2026 | May 08, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 6,550 | 320 | 0.03% | 0.02% | 587 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,500 | 318 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MBE Wealth Management, LLC | History | Added to | 6,483 | 317 | 0.13% | 0.1% | 590 | +1,412 | 27.84% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | No change | 6,485 | 317 | 0.01% | 0.02% | 589 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 6th Street Advisors, LLC | History | New | 6,336 | 310 | 0.2% | — | 591 | +6,336 | New | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 6,309 | 308 | 0.04% | 0.03% | 592 | +1,557 | 32.77% | Q1 2026 | May 05, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 6,279 | 307 | 0.06% | 0.04% | 594 | -224 | -3.44% | Q1 2026 | Apr 29, 2026 |
| Gradient Investments LLC | History | Added to | 6,279 | 307 | 0.0% | 0.0% | 593 | +101 | 1.63% | Q1 2026 | Apr 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 6,257 | 306 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Manuka Financial, LLC | History | No change | 6,214 | 304 | 0.19% | 0.17% | 596 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,196 | 303 | 0.03% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Elite Financial, Inc. | History | No change | 6,199 | 303 | 0.14% | 0.13% | 598 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,186 | 302 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 6,163 | 301 | 0.12% | 0.11% | 600 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 6,021 | 298 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CFO4Life Group, LLC | History | No change | 6,084 | 297 | 0.05% | 0.04% | 602 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,953 | 291 | 0.02% | 0.02% | 603 | -8 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Front Row Advisors LLC | History | No change | 5,924 | 289 | 0.1% | 0.09% | 604 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 5,787 | 283 | 0.1% | 0.1% | 605 | -301 | -4.94% | Q1 2026 | Apr 17, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 5,781 | 282 | 0.03% | 0.03% | 606 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,731 | 280 | 0.02% | 0.02% | 607 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,700 | 278 | 0.0% | 0.01% | 608 | -1,010,615 | -99.44% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 5,667 | 277 | 0.04% | 0.04% | 610 | -1,314 | -18.82% | Q1 2026 | Apr 30, 2026 |
| SFMG, LLC | History | No change | 5,676 | 277 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 5,661 | 276 | 0.07% | 0.06% | 612 | -5 | -0.09% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 5,658 | 276 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,609 | 274 | 0.08% | 0.07% | 613 | +546 | 10.78% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,594 | 273 | 0.02% | 0.01% | 614 | +1,085 | 24.06% | Q1 2026 | Apr 30, 2026 |
| Coastwise Capital Group, LLC | History | No change | 5,560 | 272 | 0.15% | 0.13% | 615 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McCartney Wealth Management LLC | History | No change | 5,570 | 272 | 0.23% | 0.22% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Added to | 5,483 | 268 | 0.01% | 0.01% | 618 | +133 | 2.49% | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | No change | 5,494 | 268 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Destination Wealth Management | History | Added to | 5,456 | 266 | 0.01% | 0.01% | 619 | +691 | 14.5% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,388 | 263 | 0.01% | — | 620 | +5,388 | New | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,952 | 262 | 0.01% | 0.01% | 621 | -16 | -0.32% | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | New | 5,347 | 261 | 0.04% | — | 622 | +5,347 | New | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,304 | 259 | 0.0% | 0.0% | 623 | -173 | -3.16% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 5,281 | 258 | 0.01% | — | 624 | +5,281 | New | Q1 2026 | May 14, 2026 |
| BetterWealth, LLC | History | New | 5,281 | 258 | 0.05% | — | 626 | +5,281 | New | Q1 2026 | Apr 24, 2026 |
| Krilogy Financial LLC | History | New | 5,022 | 258 | 0.01% | — | 625 | +5,022 | New | Q1 2026 | Apr 17, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 5,253 | 257 | 0.06% | 0.06% | 627 | -160 | -2.96% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,208 | 254 | 0.02% | 0.01% | 628 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,160 | 252 | 0.01% | — | 629 | +5,160 | New | Q1 2026 | Apr 22, 2026 |
| Tenon Financial LLC | History | Added to | 5,117 | 250 | 0.1% | 0.09% | 630 | +509 | 11.05% | Q1 2026 | Apr 21, 2026 |
| Lafayette Investments, Inc. | History | No change | 5,076 | 248 | 0.05% | 0.04% | 631 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 5,053 | 247 | 0.03% | — | 632 | +5,053 | New | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,041 | 246 | 0.0% | — | 633 | +5,041 | New | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,014 | 245 | 0.05% | 0.05% | 634 | +336 | 7.18% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,994 | 244 | 0.01% | 0.01% | 635 | -9 | -0.18% | Q1 2026 | Apr 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 4,975 | 243 | 0.15% | 0.13% | 636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,952 | 242 | 0.06% | 0.06% | 637 | -95 | -1.88% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | New | 4,877 | 238 | 0.03% | — | 638 | +4,877 | New | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,756 | 232 | 0.02% | 0.01% | 639 | +1,215 | 34.31% | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 4,696 | 229 | 0.21% | 0.21% | 641 | -47 | -0.99% | Q1 2026 | May 11, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 4,700 | 229 | 0.04% | 0.04% | 640 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4,646 | 227 | 0.02% | 0.02% | 642 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,764 | 226 | 0.01% | 0.01% | 643 | -228 | -4.57% | Q1 2026 | Apr 24, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 4,633 | 226 | 0.12% | 0.14% | 644 | +178 | 4.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Added to | 4,607 | 225 | 0.05% | 0.04% | 646 | +815 | 21.49% | Q1 2026 | Apr 10, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,982 | 225 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 4,569 | 223 | 0.03% | — | 648 | +4,569 | New | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,575 | 223 | 0.02% | 0.02% | 647 | +6 | 0.13% | Q1 2026 | May 06, 2026 |
| High Falls Advisors, Inc | History | No change | 4,900 | 221 | 0.04% | 0.04% | 649 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fortis Advisors, LLC | History | New | 4,513 | 220 | 0.11% | — | 651 | +4,513 | New | Q1 2026 | May 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 4,510 | 220 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,487 | 219 | 0.01% | — | 653 | +4,487 | New | Q1 2026 | Apr 29, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 4,488 | 219 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Index Fund Advisors, Inc. | History | New | 4,445 | 217 | 0.01% | — | 654 | +4,445 | New | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 4,402 | 215 | 0.0% | 0.0% | 655 | +375 | 9.31% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,386 | 214 | 0.11% | 0.03% | 656 | +3,124 | 247.54% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,338 | 212 | 0.01% | — | 657 | +4,338 | New | Q1 2026 | May 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 4,303 | 210 | 0.19% | 0.21% | 658 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 4,291 | 209 | 0.01% | — | 659 | +4,291 | New | Q1 2026 | Apr 16, 2026 |
| Tempo Wealth, LLC | History | New | 4,238 | 207 | 0.04% | — | 660 | +4,238 | New | Q1 2026 | May 14, 2026 |
| LMG Wealth Partners, LLC | History | New | 4,225 | 206 | 0.04% | — | 663 | +4,225 | New | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | Reduced | 4,219 | 206 | 0.01% | 0.02% | 662 | -779 | -15.59% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,222 | 206 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 4,193 | 205 | 0.07% | — | 665 | +4,193 | New | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,190 | 205 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,177 | 204 | 0.01% | — | 666 | +4,177 | New | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | New | 4,146 | 202 | 0.02% | — | 667 | +4,146 | New | Q1 2026 | Apr 22, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | New | 4,127 | 201 | 0.09% | — | 668 | +4,127 | New | Q1 2026 | Apr 16, 2026 |
| True Wealth Design, LLC | History | New | 4,065 | 198 | 0.05% | — | 669 | +4,065 | New | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | No change | 4,040 | 197 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | Reduced | 3,988 | 195 | 0.01% | 0.01% | 671 | -869 | -17.89% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,909 | 191 | 0.02% | 0.01% | 672 | +1,700 | 76.96% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 3,915 | 191 | 0.16% | 0.16% | 673 | -122 | -3.02% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,808 | 186 | 0.0% | 0.0% | 674 | -1,029 | -21.27% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,621 | 177 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,524 | 172 | 0.01% | — | 676 | +3,524 | New | Q1 2026 | Apr 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 3,299 | 161 | 0.06% | 0.05% | 677 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,271 | 160 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Colonial Trust Advisors | History | No change | 3,231 | 158 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Breakwater Investment Management | History | Reduced | 3,101 | 151 | 0.06% | 0.05% | 680 | -228 | -6.85% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,104 | 147 | 0.01% | 0.01% | 681 | -3,400 | -52.28% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 2,971 | 145 | 0.03% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,960 | 144 | 0.01% | 0.01% | 683 | +1,000 | 51.02% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,591 | 134 | 0.02% | 0.02% | 685 | +482 | 22.85% | Q1 2026 | May 06, 2026 |
| PROFFITT & GOODSON INC | History | No change | 2,745 | 134 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | No change | 2,713 | 132 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Planning Project LLC | History | No change | 2,900 | 131 | 0.03% | 0.03% | 687 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Burk Holdings LLC | History | New | 2,649 | 129 | 0.06% | — | 688 | +2,649 | New | Q1 2026 | May 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,474 | 121 | 0.03% | — | 689 | +2,474 | New | Q1 2026 | Apr 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 2,473 | 121 | 0.05% | — | 690 | +2,473 | New | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | No change | 2,453 | 120 | 0.05% | 0.05% | 691 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 2,415 | 118 | 0.04% | 0.04% | 692 | +24 | 1.0% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,340 | 115 | 0.01% | 0.01% | 693 | -1,277 | -35.31% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,319 | 113 | 0.0% | 0.0% | 694 | -12 | -0.51% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,230 | 109 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,093 | 102 | 0.0% | 0.0% | 696 | -8,708 | -80.62% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 2,089 | 102 | 0.02% | 0.02% | 697 | +3 | 0.14% | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,075 | 101 | 0.04% | — | 698 | +2,075 | New | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,963 | 96 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,941 | 94 | 0.05% | 0.08% | 700 | -1,612 | -45.37% | Q1 2026 | May 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,830 | 89 | 0.04% | — | 702 | +1,830 | New | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 1,822 | 89 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 1,796 | 87 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,791 | 87 | 0.09% | 0.08% | 704 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 1,775 | 86 | 0.07% | — | 705 | +1,775 | New | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,746 | 85 | 0.02% | 0.02% | 706 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,719 | 84 | 0.01% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,709 | 83 | 0.0% | — | 708 | +1,709 | New | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 1,631 | 79 | 0.0% | 0.0% | 709 | +206 | 14.46% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 1,621 | 79 | 0.02% | 0.02% | 710 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Daytona Street Capital LLC | History | No change | 1,590 | 79 | 0.06% | 0.06% | 711 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,544 | 76 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | No change | 1,571 | 76 | 0.02% | 0.01% | 713 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,557 | 76 | 0.05% | 0.06% | 714 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,549 | 75 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairway Wealth LLC | History | Reduced | 1,510 | 73 | 0.02% | 0.03% | 718 | -700 | -31.67% | Q1 2026 | Apr 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,500 | 73 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 1,493 | 73 | 0.04% | 0.04% | 717 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leo H. Evart, Inc. | History | New | 1,485 | 72 | 0.06% | — | 719 | +1,485 | New | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,401 | 68 | 0.03% | 0.03% | 720 | +208 | 17.44% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | No change | 1,339 | 65 | 0.02% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, Inc. | History | New | 1,327 | 64 | 0.0% | — | 722 | +1,327 | New | Q1 2026 | May 08, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 1,296 | 63 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | New | 1,245 | 60 | 0.0% | — | 724 | +1,245 | New | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 1,207 | 59 | 0.01% | 0.01% | 725 | +25 | 2.12% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,200 | 58 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,114 | 57 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,154 | 56 | 0.02% | — | 729 | +1,154 | New | Q1 2026 | May 13, 2026 |
| Family Capital Trust Co | History | Added to | 1,160 | 56 | 0.02% | 0.02% | 728 | +11 | 0.96% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | No change | 1,107 | 54 | 0.01% | 0.01% | 730 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,177 | 53 | 0.04% | 0.04% | 731 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Aspect Partners, LLC | History | No change | 1,077 | 52 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Spire Wealth Management | History | Reduced | 1,054 | 51 | 0.0% | 0.0% | 734 | -212 | -16.75% | Q1 2026 | Apr 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,046 | 51 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Security National Bank | History | New | 1,036 | 50 | 0.01% | — | 735 | +1,036 | New | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,017 | 49 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Added to | 1,000 | 48 | 0.0% | 0.0% | 737 | +212 | 26.9% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 980 | 47 | 0.0% | 0.01% | 738 | -676 | -40.82% | Q1 2026 | Apr 28, 2026 |
| RMG Wealth Management LLC | History | New | 915 | 46 | 0.01% | — | 741 | +915 | New | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 951 | 46 | 0.02% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 941 | 46 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Team Financial Group, LLC | History | No change | 895 | 43 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 841 | 41 | 0.04% | 0.0% | 743 | +775 | 1174.24% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | Added to | 808 | 39 | 0.0% | 0.0% | 744 | +280 | 53.03% | Q1 2026 | Apr 13, 2026 |
| PFS Partners, LLC | History | No change | 800 | 39 | 0.02% | 0.02% | 745 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Networth Advisors, LLC | History | New | 767 | 37 | 0.03% | — | 747 | +767 | New | Q1 2026 | Apr 22, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 770 | 37 | 0.01% | 0.0% | 746 | +414 | 116.29% | Q1 2026 | Apr 22, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 752 | 36 | 0.01% | — | 749 | +752 | New | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 736 | 36 | 0.03% | 0.03% | 748 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROTECTIVE LIFE CORP | History | New | 732 | 35 | 0.12% | — | 753 | +732 | New | Q1 2026 | May 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 733 | 35 | 0.03% | 0.02% | 752 | +347 | 89.9% | Q1 2026 | Apr 22, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 725 | 35 | 0.01% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 719 | 35 | 0.02% | 0.01% | 751 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | No change | 661 | 32 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Intelligent Financial Strategies | History | No change | 646 | 31 | 0.02% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOTCO | History | Reduced | 619 | 30 | 0.0% | 0.02% | 758 | -4,994 | -88.97% | Q1 2026 | Apr 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 620 | 30 | 0.0% | 0.0% | 757 | +150 | 31.91% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 632 | 30 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JPL Wealth Management, LLC | History | New | 613 | 29 | 0.01% | — | 760 | +613 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 603 | 29 | 0.0% | 0.0% | 759 | +253 | 72.29% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 570 | 27 | 0.0% | 0.0% | 761 | -37 | -6.1% | Q1 2026 | Apr 28, 2026 |
| JDM Financial Group LLC | History | No change | 560 | 27 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 555 | 27 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 547 | 26 | 0.01% | 0.01% | 764 | -686 | -55.64% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 524 | 25 | 0.0% | — | 765 | +524 | New | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 513 | 25 | 0.02% | — | 766 | +513 | New | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 491 | 24 | 0.0% | 0.0% | 767 | -52 | -9.58% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 494 | 24 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 452 | 22 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | No change | 426 | 20 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 401 | 19 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 371 | 18 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 350 | 17 | 0.0% | 0.0% | 773 | -153 | -30.42% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 337 | 16 | 0.0% | — | 776 | +337 | New | Q1 2026 | Apr 28, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 347 | 16 | 0.0% | 0.0% | 774 | +294 | 554.72% | Q1 2026 | Apr 24, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 333 | 16 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 321 | 15 | 0.0% | 0.01% | 782 | -307 | -48.89% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 322 | 15 | 0.0% | 0.0% | 777 | -41 | -11.29% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 323 | 15 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 317 | 15 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 316 | 15 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 337 | 15 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 295 | 14 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kozak & Associates, Inc. | History | New | 260 | 13 | 0.0% | — | 786 | +260 | New | Q1 2026 | Apr 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 281 | 13 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Wealth Strategies & Associates | History | No change | 276 | 13 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Noble Wealth Management PBC | History | Reduced | 259 | 12 | 0.01% | 0.01% | 788 | -75 | -22.46% | Q1 2026 | Apr 02, 2026 |
| Avion Wealth | History | No change | 249 | 12 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 232 | 11 | 0.0% | — | 791 | +232 | New | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 230 | 11 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 245 | 11 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 213 | 10 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 197 | 9 | 0.01% | — | 795 | +197 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 192 | 9 | 0.0% | — | 794 | +192 | New | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 185 | 9 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Added to | 167 | 8 | 0.01% | 0.0% | 797 | +115 | 221.15% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 168 | 8 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 149 | 7 | 0.0% | — | 801 | +149 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 141 | 7 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 152 | 7 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 157 | 7 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| West Branch Capital LLC | History | New | 141 | 6 | 0.0% | — | 804 | +141 | New | Q1 2026 | Apr 14, 2026 |
| Bogart Wealth, LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wiser Advisor Group LLC | History | No change | 139 | 6 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | New | 106 | 5 | 0.0% | — | 806 | +106 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 111 | 5 | 0.0% | — | 805 | +98 | 753.85% | Q1 2026 | Apr 20, 2026 |
| Main Street Group, LTD | History | New | 100 | 4 | 0.0% | — | 809 | +100 | New | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 97 | 4 | 0.0% | — | 808 | +97 | New | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 93 | 4 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 78 | 3 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 55 | 2 | 0.0% | — | 815 | +47 | 587.5% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 53 | 2 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Management Professionals, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 58 | 2 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Graney & King, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Valued Wealth Advisors LLC | History | New | 38 | 1 | 0.0% | — | 823 | +38 | New | Q1 2026 | Apr 30, 2026 |
| Portus Wealth Advisors, LLC | History | New | 35 | 1 | 0.0% | — | 824 | +35 | New | Q1 2026 | Apr 22, 2026 |
| Stone House Investment Management, LLC | History | New | 32 | 1 | 0.0% | — | 822 | +32 | New | Q1 2026 | Apr 22, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 34 | 1 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 32 | 1 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 21 | 1 | 0.0% | — | 820 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 35 | 1 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,345,522 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -190,834 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -157,673 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -79,036 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -53,014 | -100.0% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.65% | — | -51,669 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -51,477 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | May 14, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.62% | — | -26,690 | -100.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -8,811 | -100.0% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -7,747 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,645 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,480 | -100.0% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,721 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,502 | -100.0% | Q1 2026 | May 20, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,473 | -100.0% | Q1 2026 | May 08, 2026 |
| Cadia Private Client LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,384 | -100.0% | Q1 2026 | May 20, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,353 | -100.0% | Q1 2026 | May 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,812 | -100.0% | Q1 2026 | May 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -4,778 | -100.0% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,756 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,489 | -100.0% | Q1 2026 | May 12, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,800 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.02% | — | -1,693 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,548 | -100.0% | Q1 2026 | May 06, 2026 |
| Windsor Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,510 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,091 | -100.0% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,090 | -100.0% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -948 | -100.0% | Q1 2026 | Apr 16, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -820 | -100.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 19 | 0 | — | 0.0% | — | -669 | -97.24% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -568 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 8 | 0 | — | 0.0% | — | -70 | -89.74% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 08, 2026 |
| DB Fitzpatrick & Co, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |