World Gold Trust - GLDM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 18,594,406 | 1,723,515 | 1.12% | 0.92% | 1 | +206,914 | 1.13% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,505,554 | 881,069 | 0.17% | 0.12% | 2 | +1,591,839 | 20.11% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 8,807,008 | 816,321 | 0.05% | 0.05% | 3 | -1,755,073 | -16.62% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,472,647 | 692,639 | 12.44% | 11.75% | 4 | +97,862 | 1.33% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,671,812 | 618,410 | 0.05% | 0.05% | 5 | -987,745 | -12.9% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,951,012 | 551,599 | 1.43% | 1.35% | 6 | +82,469 | 1.41% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 3,493,932 | 323,852 | 0.01% | 0.01% | 7 | +427,988 | 13.96% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,328,360 | 308,505 | 6.57% | 6.08% | 8 | -48,907 | -1.45% | Q1 2026 | May 07, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 3,236,300 | 289,066 | 1.44% | 0.92% | 9 | +1,006,700 | 45.15% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 3,072,074 | 284,750 | 0.04% | 0.05% | 10 | -340,354 | -9.97% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,022,407 | 280,146 | 0.07% | 0.07% | 11 | +29,517 | 0.99% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,713,587 | 252,417 | 0.06% | 0.06% | 12 | -156,781 | -5.46% | Q1 2026 | May 15, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | No change | 2,587,215 | 239,808 | 5.49% | 4.36% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,353,509 | 218,146 | 4.42% | — | 14 | +2,353,509 | New | Q1 2026 | Apr 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,805,066 | 167,311 | 0.23% | 0.21% | 15 | +150,497 | 9.1% | Q1 2026 | May 15, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 1,849,410 | 165,189 | 6.77% | — | 16 | +1,849,410 | New | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,679,954 | 155,714 | 0.19% | 0.27% | 17 | -957,938 | -36.31% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 1,628,261 | 150,923 | 2.34% | 1.49% | 18 | +526,647 | 47.81% | Q1 2026 | Apr 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 1,603,510 | 148,629 | 1.2% | 1.03% | 19 | +65,600 | 4.27% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,590,521 | 147,423 | 0.22% | 0.21% | 20 | -104,903 | -6.19% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,586,932 | 147,092 | 0.16% | 0.12% | 21 | +251,348 | 18.82% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,516,600 | 140,573 | 0.45% | 0.02% | 22 | +1,449,700 | 2166.97% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,486,595 | 137,792 | 0.41% | 0.63% | 23 | -1,135,822 | -43.31% | Q1 2026 | May 08, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | New | 1,438,678 | 133,351 | 4.7% | — | 24 | +1,438,678 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,427,080 | 132,276 | 0.12% | 0.12% | 25 | -177,763 | -11.08% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,397,630 | 129,547 | 0.02% | 0.02% | 26 | -5,330 | -0.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,282,254 | 118,852 | 0.02% | 0.02% | 27 | -65,726 | -4.88% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,267,461 | 117,480 | 0.17% | 0.15% | 28 | +85,890 | 7.27% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,259,342 | 116,728 | 0.06% | 0.1% | 29 | -932,559 | -42.55% | Q1 2026 | May 04, 2026 |
| Hollow Brook Wealth Management LLC | History | Added to | 1,220,485 | 113,126 | 28.86% | 26.91% | 30 | +1,808 | 0.15% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,147,085 | 106,323 | 0.03% | 0.03% | 31 | -95,919 | -7.72% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,117,518 | 103,583 | 0.18% | 0.13% | 32 | +305,441 | 37.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,130,958 | 101,017 | 0.01% | 0.01% | 33 | -327,524 | -22.46% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,064,169 | 98,637 | 0.12% | 0.09% | 34 | +154,566 | 16.99% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 965,713 | 89,452 | 0.19% | 0.2% | 35 | -20,480 | -2.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 960,174 | 88,998 | 0.03% | 0.03% | 36 | -116,144 | -10.79% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 922,738 | 85,528 | 0.22% | 0.22% | 37 | -8,783 | -0.94% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 839,269 | 77,791 | 0.41% | 0.27% | 38 | +220,342 | 35.6% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 817,316 | 75,757 | 1.38% | 1.32% | 39 | +11,953 | 1.48% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 865,251 | 73,870 | 0.48% | 0.48% | 40 | +49,558 | 6.08% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 788,797 | 73,112 | 0.73% | 0.94% | 41 | -205,012 | -20.63% | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 779,777 | 72,277 | 20.78% | 18.12% | 42 | -10,520 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 749,413 | 69,463 | 0.01% | 0.01% | 43 | -91,162 | -10.85% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 740,271 | 68,615 | 0.12% | 0.1% | 44 | +76,347 | 11.5% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 720,395 | 64,813 | 1.16% | 0.02% | 45 | +714,776 | 12720.7% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 682,057 | 63,219 | 0.3% | 0.37% | 46 | -242,557 | -26.23% | Q1 2026 | Apr 24, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 676,633 | 62,717 | 1.69% | 1.48% | 47 | +20,519 | 3.13% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | New | 671,197 | 62,213 | 0.74% | — | 48 | +671,197 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 671,036 | 62,198 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 658,621 | 61,047 | 2.95% | 4.53% | 50 | -364,371 | -35.62% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 655,124 | 60,723 | 0.26% | 0.22% | 51 | +36,830 | 5.96% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 640,580 | 60,406 | 0.57% | 0.58% | 52 | +4,874 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 625,603 | 57,987 | 3.59% | 3.43% | 53 | -35,550 | -5.38% | Q1 2026 | Apr 22, 2026 |
| Verde Servicos Internacionais S.A. | History | Added to | 595,207 | 55,170 | 16.9% | 10.03% | 54 | +228,870 | 62.48% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 583,756 | 54,108 | 2.57% | 4.17% | 55 | -337,636 | -36.64% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 581,505 | 53,899 | 1.48% | 1.17% | 56 | +47,931 | 8.98% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 546,469 | 50,652 | 0.03% | 0.03% | 57 | -10,790 | -1.94% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | Reduced | 529,278 | 49,058 | 5.27% | 5.79% | 58 | -63,661 | -10.74% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Reduced | 516,438 | 47,868 | 0.95% | 1.16% | 59 | -118,537 | -18.67% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 510,875 | 47,353 | 3.58% | 3.51% | 60 | -2,057 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 488,913 | 45,317 | 0.05% | 0.04% | 61 | +23,077 | 4.95% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 477,239 | 44,235 | 0.01% | 0.01% | 62 | -312,516 | -39.57% | Q1 2026 | May 15, 2026 |
| Main Street Research LLC | History | Added to | 469,451 | 43,513 | 2.53% | 2.26% | 63 | +7,135 | 1.54% | Q1 2026 | Apr 30, 2026 |
| American Investment Services, Inc. | History | Reduced | 469,354 | 43,504 | 9.7% | 10.16% | 64 | -43,640 | -8.51% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Added to | 468,008 | 43,379 | 3.47% | 3.02% | 65 | +28,945 | 6.59% | Q1 2026 | Apr 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 459,307 | 42,573 | 0.06% | 0.03% | 66 | +156,290 | 51.58% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 458,522 | 42,500 | 0.09% | 0.07% | 67 | +104,667 | 29.58% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 442,711 | 41,034 | 5.93% | 6.09% | 68 | -90,529 | -16.98% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 423,360 | 39,241 | 0.02% | 0.02% | 69 | -31,677 | -6.96% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 413,927 | 38,366 | 7.62% | 8.05% | 70 | -33,467 | -7.48% | Q1 2026 | Apr 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 401,802 | 37,243 | 5.51% | 5.23% | 71 | +3,071 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 394,869 | 36,600 | 0.58% | 0.44% | 72 | +40,971 | 11.58% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 394,862 | 36,599 | 3.15% | 3.11% | 73 | -28,092 | -6.64% | Q1 2026 | Apr 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 383,975 | 35,590 | 7.1% | 6.65% | 74 | -2,090 | -0.54% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 369,338 | 34,233 | 0.07% | 0.1% | 75 | -188,397 | -33.78% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 368,080 | 34,117 | 0.09% | 0.09% | 76 | -48,846 | -11.72% | Q1 2026 | Apr 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 349,700 | 32,413 | 2.45% | 1.35% | 77 | +143,500 | 69.59% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 347,591 | 32,216 | 0.04% | 0.04% | 78 | -882 | -0.25% | Q1 2026 | May 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 340,943 | 31,601 | 2.06% | 0.68% | 79 | +214,817 | 170.32% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 332,974 | 30,863 | 0.48% | 0.49% | 80 | -47,836 | -12.56% | Q1 2026 | Apr 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 332,700 | 30,837 | 0.01% | 0.07% | 81 | +30,000 | 9.91% | Q1 2026 | May 04, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 328,706 | 30,467 | 2.44% | 1.36% | 82 | -36,045 | -9.88% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 293,852 | 27,237 | 0.04% | 0.04% | 83 | -37,183 | -11.23% | Q1 2026 | May 14, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 279,724 | 25,910 | 5.38% | 6.73% | 84 | -39,707 | -12.43% | Q1 2026 | May 04, 2026 |
| NavPoint Financial, Inc. | History | Added to | 257,179 | 23,837 | 9.64% | 9.31% | 85 | +2,078 | 0.81% | Q1 2026 | Apr 24, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 254,653 | 23,603 | 9.79% | 9.14% | 86 | -22,571 | -8.14% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 250,995 | 23,264 | 0.32% | 0.31% | 87 | +121 | 0.05% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 249,390 | 23,115 | 0.12% | 0.16% | 88 | -81,260 | -24.58% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 240,000 | 22,245 | 3.12% | 3.94% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 233,759 | 21,667 | 5.25% | 4.32% | 90 | +15,998 | 7.35% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 225,615 | 20,912 | 0.24% | 0.2% | 91 | +23,525 | 11.64% | Q1 2026 | Apr 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 221,713 | 20,550 | 1.73% | 1.65% | 92 | -8,264 | -3.59% | Q1 2026 | Apr 20, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 222,303 | 20,531 | 10.44% | 9.94% | 93 | -5,861 | -2.57% | Q1 2026 | May 15, 2026 |
| Summitas Investment Management LLC | History | New | 219,654 | 20,359 | 15.96% | — | 94 | +219,654 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 218,510 | 20,307 | 0.1% | 0.1% | 95 | -3,731 | -1.68% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 217,800 | 20,187 | 0.01% | 0.01% | 96 | -2,300 | -1.04% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 214,228 | 19,856 | 0.68% | 0.63% | 97 | +1,633 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Encompass More Asset Management | History | Added to | 210,028 | 19,467 | 3.26% | 3.02% | 98 | +18,029 | 9.39% | Q1 2026 | Apr 28, 2026 |
| My Portfolio Guide, LLC | History | New | 203,402 | 18,846 | 10.42% | — | 99 | +203,402 | New | Q1 2026 | May 05, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 203,477 | 18,746 | 4.26% | 3.75% | 100 | -83,002 | -28.97% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 481,492 | 18,450 | 0.03% | 0.04% | 101 | +134,496 | 38.76% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 199,047 | 18,449 | 0.02% | 0.05% | 102 | -443,484 | -69.02% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 197,153 | 18,274 | 0.05% | 0.05% | 103 | -66,973 | -25.36% | Q1 2026 | May 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 187,866 | 17,413 | 0.43% | 0.47% | 104 | -23,508 | -11.12% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | Added to | 177,085 | 16,413 | 1.16% | 1.09% | 105 | +811 | 0.46% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 175,389 | 16,256 | 0.38% | 0.39% | 106 | -9,430 | -5.1% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 174,416 | 16,166 | 0.19% | 0.19% | 107 | -16,543 | -8.66% | Q1 2026 | May 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 173,345 | 16,067 | 1.8% | 1.59% | 108 | +7,091 | 4.27% | Q1 2026 | Apr 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 170,467 | 15,800 | 1.24% | 1.18% | 109 | -12,879 | -7.02% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 167,586 | 15,533 | 0.06% | 0.06% | 110 | +6,467 | 4.01% | Q1 2026 | Apr 30, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 165,617 | 15,350 | 7.73% | 7.98% | 111 | -8,260 | -4.75% | Q1 2026 | May 01, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 165,427 | 15,333 | 6.79% | 7.7% | 112 | -35,361 | -17.61% | Q1 2026 | Apr 22, 2026 |
| Copley Financial Group, Inc. | History | Added to | 164,903 | 15,284 | 9.22% | 5.58% | 113 | +59,293 | 56.14% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 164,385 | 15,236 | 1.96% | 1.93% | 114 | -7,436 | -4.33% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 163,657 | 15,169 | 0.29% | 0.29% | 115 | -9,059 | -5.25% | Q1 2026 | Apr 14, 2026 |
| New Perspectives, Inc | History | Reduced | 159,510 | 14,784 | 5.12% | 4.72% | 116 | -1 | -0.0% | Q1 2026 | Apr 21, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 156,173 | 14,475 | 3.68% | 4.71% | 117 | -36,817 | -19.08% | Q1 2026 | Apr 16, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 156,013 | 14,460 | 1.79% | 1.72% | 118 | -3,059 | -1.92% | Q1 2026 | May 08, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 154,324 | 14,304 | 6.76% | 6.51% | 119 | -1,832 | -1.17% | Q1 2026 | Apr 30, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 159,084 | 14,209 | 9.57% | 10.54% | 120 | -2,421 | -1.5% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 151,200 | 14,014 | 0.02% | 0.0% | 121 | +145,400 | 2506.9% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 151,030 | 13,813 | 0.0% | 0.0% | 122 | -11,359 | -6.99% | Q1 2026 | May 15, 2026 |
| E Fund Management Co., Ltd. | History | New | 144,525 | 13,396 | 0.4% | — | 123 | +144,525 | New | Q1 2026 | Apr 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 143,754 | 13,324 | 6.35% | 6.12% | 124 | -1,392 | -0.96% | Q1 2026 | May 01, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 134,223 | 12,441 | 3.28% | 2.97% | 125 | +962 | 0.72% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 134,048 | 12,424 | 0.01% | 0.01% | 126 | +1,709 | 1.29% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 142,920 | 12,201 | 0.91% | 0.91% | 127 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 130,354 | 12,055 | 0.02% | 0.03% | 128 | -142,347 | -52.2% | Q1 2026 | Apr 08, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 129,831 | 12,034 | 3.38% | 3.26% | 129 | +1,341 | 1.04% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 129,822 | 12,033 | 2.06% | 1.9% | 130 | -1,724 | -1.31% | Q1 2026 | May 04, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 127,109 | 11,781 | 7.23% | 8.21% | 131 | -17,469 | -12.08% | Q1 2026 | May 04, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 126,440 | 11,719 | 2.97% | — | 132 | +126,440 | New | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 121,250 | 11,238 | 1.48% | 1.49% | 133 | -4,059 | -3.24% | Q1 2026 | Apr 28, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 121,218 | 11,235 | 1.82% | 3.32% | 134 | -113,774 | -48.42% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 119,983 | 11,121 | 2.48% | 2.64% | 135 | -12,606 | -9.51% | Q1 2026 | Apr 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 118,365 | 10,971 | 1.37% | 1.18% | 136 | +5,256 | 4.65% | Q1 2026 | Apr 08, 2026 |
| Tidemark, LLC | History | Reduced | 115,888 | 10,741 | 2.73% | 2.94% | 137 | -5,092 | -4.21% | Q1 2026 | May 07, 2026 |
| RM Financial Services, LLC | History | Added to | 115,281 | 10,685 | 9.21% | 8.5% | 138 | +3,112 | 2.77% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 125,159 | 10,684 | 1.06% | 1.03% | 139 | -2,068 | -1.63% | Q1 2026 | Apr 08, 2026 |
| Napier Financial, LLC | History | Reduced | 115,047 | 10,663 | 2.45% | 2.46% | 140 | -488 | -0.42% | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | Added to | 115,033 | 10,662 | 1.55% | 1.17% | 141 | +20,645 | 21.87% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 112,332 | 10,592 | 0.18% | 0.01% | 142 | +108,466 | 2805.64% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 114,043 | 10,570 | 0.65% | 0.36% | 143 | +25,548 | 28.87% | Q1 2026 | Apr 28, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 113,386 | 10,369 | 2.21% | 1.93% | 144 | +18,701 | 19.75% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 109,897 | 10,186 | 0.24% | 0.22% | 145 | +3,605 | 3.39% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 109,574 | 10,156 | 0.02% | — | 146 | +109,574 | New | Q1 2026 | May 01, 2026 |
| Hudson Capital Management LLC | History | Reduced | 108,723 | 10,077 | 2.6% | 2.46% | 147 | -5,918 | -5.16% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 104,390 | 9,675 | 0.01% | 0.02% | 148 | -27,945 | -21.12% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Added to | 104,119 | 9,650 | 3.08% | 2.69% | 149 | +2,924 | 2.89% | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 104,981 | 9,573 | 0.03% | 0.03% | 150 | -5,116 | -4.65% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 102,322 | 9,484 | 0.46% | 0.43% | 151 | -783 | -0.76% | Q1 2026 | May 05, 2026 |
| AIFG Consultants Ltd. | History | No change | 109,299 | 9,330 | 16.02% | 16.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 100,331 | 9,299 | 1.11% | 1.03% | 153 | +28 | 0.03% | Q1 2026 | May 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 100,066 | 9,275 | 2.26% | 2.05% | 154 | +2,642 | 2.71% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 99,139 | 9,189 | 0.07% | 0.06% | 155 | -712 | -0.71% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Reduced | 97,794 | 9,064 | 0.31% | 0.31% | 156 | -290 | -0.3% | Q1 2026 | May 06, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 97,302 | 9,018 | 1.31% | 1.45% | 157 | -22,079 | -18.49% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 97,292 | 9,017 | 0.89% | 1.09% | 158 | -4,730 | -4.64% | Q1 2026 | Apr 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 96,619 | 8,955 | 1.17% | 1.02% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 96,596 | 8,953 | 0.02% | 0.01% | 160 | +6,884 | 7.67% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Added to | 95,394 | 8,842 | 2.09% | 1.91% | 161 | +543 | 0.57% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 102,029 | 8,710 | 0.65% | 0.65% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 93,799 | 8,694 | 1.64% | 1.53% | 163 | +1,120 | 1.21% | Q1 2026 | May 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 93,782 | 8,692 | 0.89% | 0.64% | 164 | +19,980 | 27.07% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 93,754 | 8,690 | 0.02% | 0.01% | 165 | +47,387 | 102.2% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 92,824 | 8,603 | 2.96% | 3.04% | 166 | -8,270 | -8.18% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 91,481 | 8,479 | 0.1% | 0.08% | 167 | +7,179 | 8.52% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 91,208 | 8,454 | 0.24% | 0.25% | 168 | -2,146 | -2.3% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 91,113 | 8,445 | 0.0% | 0.0% | 169 | +25,326 | 38.5% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 90,390 | 8,378 | 1.46% | 2.58% | 170 | -79,939 | -46.93% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 90,138 | 8,354 | 0.44% | 0.28% | 171 | +15,976 | 21.54% | Q1 2026 | Apr 28, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 90,000 | 8,342 | 0.96% | 0.7% | 172 | +16,206 | 21.96% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 89,255 | 8,273 | 0.11% | 0.11% | 173 | +1,884 | 2.16% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Added to | 88,275 | 8,182 | 0.13% | 0.11% | 174 | +2,050 | 2.38% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 87,822 | 8,140 | 0.8% | 0.78% | 175 | -3,391 | -3.72% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 90,829 | 8,114 | 0.0% | 0.0% | 176 | +17,796 | 24.37% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 87,183 | 8,080 | 3.17% | 3.05% | 177 | -3,000 | -3.33% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,838 | 7,956 | 0.06% | 0.05% | 178 | -955 | -1.1% | Q1 2026 | May 11, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 85,526 | 7,927 | 3.63% | 3.42% | 179 | +738 | 0.87% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 84,808 | 7,860 | 0.67% | 0.61% | 180 | -1,355 | -1.57% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 84,600 | 7,841 | 0.0% | — | 181 | +84,600 | New | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 83,382 | 7,728 | 0.88% | 0.9% | 182 | -7,024 | -7.77% | Q1 2026 | Apr 15, 2026 |
| AA Financial Advisors, LLC | History | Added to | 83,030 | 7,696 | 1.08% | 0.42% | 183 | +56,529 | 213.31% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 81,780 | 7,580 | 0.29% | 0.28% | 184 | -7,181 | -8.07% | Q1 2026 | May 11, 2026 |
| Roan Capital Partners | History | New | 80,830 | 7,492 | 6.92% | — | 185 | +80,830 | New | Q1 2026 | Apr 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 80,058 | 7,420 | 2.98% | 2.84% | 186 | -1,198 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Avos Capital Management, LLC | History | Reduced | 79,414 | 7,360 | 2.91% | 3.77% | 187 | -21,552 | -21.35% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 79,701 | 7,347 | 0.21% | 0.01% | 188 | +76,140 | 2138.16% | Q1 2026 | May 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 85,742 | 7,319 | 0.67% | 0.64% | 189 | +2,095 | 2.5% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 77,825 | 7,213 | 0.02% | 0.02% | 190 | -16,685 | -17.65% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,519 | 7,185 | 0.08% | 0.01% | 191 | +69,468 | 862.85% | Q1 2026 | Apr 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 77,062 | 7,142 | 0.49% | 0.54% | 192 | -18,522 | -19.38% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 76,278 | 7,070 | 0.28% | — | 193 | +76,278 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,587 | 7,014 | 0.02% | 0.04% | 194 | +5,121 | 7.37% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 81,670 | 6,972 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Team Financial Group, LLC | History | Reduced | 74,793 | 6,932 | 3.15% | 2.9% | 196 | -219 | -0.29% | Q1 2026 | May 01, 2026 |
| ENTREWEALTH, LLC | History | Added to | 73,656 | 6,827 | 3.06% | 2.97% | 197 | +6,398 | 9.51% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 73,263 | 6,790 | 0.04% | 0.04% | 198 | -4,408 | -5.68% | Q1 2026 | May 15, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 72,439 | 6,714 | 8.57% | 9.51% | 199 | -14,029 | -16.22% | Q1 2026 | Apr 21, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 72,237 | 6,695 | 2.86% | 2.32% | 200 | +6,215 | 9.41% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Added to | 72,228 | 6,694 | 3.2% | 3.24% | 201 | +2,578 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 71,086 | 6,588 | 0.26% | 0.23% | 202 | -2,432 | -3.31% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 70,940 | 6,575 | 0.37% | 0.39% | 203 | -9,795 | -12.13% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 70,908 | 6,572 | 0.07% | — | 204 | +70,908 | New | Q1 2026 | May 12, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 70,864 | 6,568 | 4.57% | 4.63% | 205 | +12,399 | 21.21% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 70,747 | 6,557 | 0.08% | 0.07% | 206 | +4,638 | 7.02% | Q1 2026 | May 11, 2026 |
| Seven Post Investment Office LP | History | Added to | 70,501 | 6,534 | 2.11% | 2.11% | 207 | +1,390 | 2.01% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 69,573 | 6,448 | 0.08% | 0.07% | 208 | +11 | 0.02% | Q1 2026 | Apr 20, 2026 |
| DeDora Capital, Inc. | History | Added to | 68,561 | 6,354 | 1.56% | 1.1% | 209 | +13,897 | 25.42% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 68,436 | 6,343 | 0.12% | 0.11% | 210 | -158 | -0.23% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 66,839 | 6,195 | 0.35% | 0.33% | 211 | -1,578 | -2.31% | Q1 2026 | Apr 24, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 72,210 | 6,164 | 3.45% | 3.45% | 212 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 66,033 | 6,120 | 0.58% | 0.49% | 213 | +5,498 | 9.08% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 65,860 | 6,104 | 1.9% | 2.02% | 214 | -10,797 | -14.08% | Q1 2026 | Apr 29, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 65,000 | 6,024 | 0.35% | 0.33% | 215 | -1,353 | -2.04% | Q1 2026 | Apr 20, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 64,131 | 5,944 | 2.01% | 1.92% | 216 | -3,760 | -5.54% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 64,085 | 5,940 | 0.13% | 0.12% | 217 | +4,402 | 7.38% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 63,555 | 5,890 | 0.26% | 0.24% | 218 | +2,953 | 4.87% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 63,400 | 5,876 | 0.59% | 0.48% | 219 | +7,972 | 14.38% | Q1 2026 | Apr 30, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 63,200 | 5,858 | 3.46% | 3.86% | 220 | -11,015 | -14.84% | Q1 2026 | Apr 16, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 62,725 | 5,813 | 1.72% | 1.44% | 221 | +8,087 | 14.8% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 61,738 | 5,722 | 0.44% | 0.37% | 222 | +6,700 | 12.17% | Q1 2026 | May 07, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 61,096 | 5,662 | 3.68% | 3.91% | 223 | -10,720 | -14.93% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 60,572 | 5,614 | 0.04% | 0.02% | 224 | +28,743 | 90.3% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 59,991 | 5,560 | 0.0% | 0.0% | 225 | +56,805 | 1782.96% | Q1 2026 | May 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 59,341 | 5,500 | 4.48% | 4.04% | 226 | -51 | -0.09% | Q1 2026 | May 13, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 58,151 | 5,488 | 3.85% | 6.95% | 227 | -36,900 | -38.82% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 58,835 | 5,453 | 0.06% | — | 228 | +58,835 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 56,520 | 5,428 | 0.37% | 1.0% | 229 | -104,170 | -64.83% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 57,661 | 5,344 | 0.45% | 0.55% | 230 | -15,482 | -21.17% | Q1 2026 | Apr 22, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 57,099 | 5,292 | 1.14% | 0.96% | 231 | +3,474 | 6.48% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | New | 56,736 | 5,258 | 0.63% | — | 232 | +56,736 | New | Q1 2026 | Apr 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 56,300 | 5,218 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 55,933 | 5,184 | 1.27% | 2.46% | 234 | -83,184 | -59.79% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 55,862 | 5,177 | 4.71% | 4.97% | 235 | -7,262 | -11.5% | Q1 2026 | Apr 23, 2026 |
| Arcus Capital Partners, LLC | History | New | 55,607 | 5,154 | 1.85% | — | 236 | +55,607 | New | Q1 2026 | May 06, 2026 |
| CI INVESTMENTS INC. | History | No change | 55,034 | 5,101 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 54,665 | 5,066 | 0.6% | 0.62% | 238 | -5,450 | -9.07% | Q1 2026 | Apr 17, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 53,746 | 4,981 | 2.88% | 2.51% | 239 | +3,367 | 6.68% | Q1 2026 | Apr 17, 2026 |
| Patten Group, Inc. | History | Added to | 53,559 | 4,964 | 0.86% | 0.82% | 240 | +1,624 | 3.13% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 53,314 | 4,941 | 0.03% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 53,300 | 4,940 | 1.04% | 1.28% | 242 | +4,393 | 8.98% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 53,129 | 4,924 | 0.06% | 0.06% | 243 | -3,863 | -6.78% | Q1 2026 | May 08, 2026 |
| Apriem Advisors | History | New | 52,729 | 4,887 | 0.47% | — | 244 | +52,729 | New | Q1 2026 | May 14, 2026 |
| NDVR, Inc. | History | No change | 56,736 | 4,843 | 4.02% | 4.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 51,344 | 4,759 | 2.53% | 2.84% | 246 | -7,841 | -13.25% | Q1 2026 | May 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | New | 50,910 | 4,718 | 0.33% | — | 247 | +50,910 | New | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 50,506 | 4,681 | 0.06% | 0.05% | 248 | +1,526 | 3.12% | Q1 2026 | May 12, 2026 |
| Detalus Advisors, LLC | History | Reduced | 50,466 | 4,677 | 1.07% | 1.91% | 249 | -41,423 | -45.08% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | Reduced | 52,011 | 4,659 | 3.8% | 4.33% | 250 | -23 | -0.04% | Q1 2026 | Mar 31, 2026 |
| Joseph Group Capital Management | History | Reduced | 49,997 | 4,634 | 1.16% | 1.19% | 251 | -2,894 | -5.47% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 49,963 | 4,631 | 0.26% | 0.24% | 252 | +550 | 1.11% | Q1 2026 | May 13, 2026 |
| Welch Group, LLC | History | Added to | 49,521 | 4,590 | 0.17% | 0.07% | 253 | +28,481 | 135.37% | Q1 2026 | Apr 21, 2026 |
| American Trust | History | Reduced | 49,461 | 4,584 | 0.41% | 0.38% | 254 | -2,821 | -5.4% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 47,669 | 4,578 | 0.07% | 0.09% | 255 | -2,849 | -5.64% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,124 | 4,553 | 0.0% | 0.0% | 256 | +15,957 | 48.11% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 48,756 | 4,519 | 0.37% | 0.06% | 257 | +40,863 | 517.71% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 48,500 | 4,495 | 0.01% | 0.01% | 258 | -1,500 | -3.0% | Q1 2026 | May 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 48,100 | 4,458 | 0.48% | 0.49% | 259 | -5,300 | -9.93% | Q1 2026 | May 08, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 46,283 | 4,445 | 0.55% | 0.8% | 260 | -18,266 | -28.3% | Q1 2026 | Apr 20, 2026 |
| Fortis Advisors, LLC | History | Reduced | 46,756 | 4,333 | 2.17% | 3.04% | 261 | -18,849 | -28.73% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 46,547 | 4,314 | 1.29% | 1.43% | 262 | -9,110 | -16.37% | Q1 2026 | May 20, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 46,358 | 4,296 | 0.94% | 0.9% | 263 | -775 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 45,958 | 4,263 | 0.25% | 0.28% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 45,493 | 4,216 | 4.5% | 7.88% | 265 | -112,088 | -71.13% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,448 | 4,212 | 0.05% | 0.04% | 266 | +4,896 | 12.07% | Q1 2026 | May 01, 2026 |
| Marex Group plc | History | Reduced | 44,996 | 4,170 | 0.03% | 0.03% | 267 | -3,993 | -8.15% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 44,724 | 4,145 | 0.55% | 0.54% | 268 | -4,440 | -9.03% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 43,969 | 4,075 | 0.02% | 0.02% | 269 | -9,873 | -18.34% | Q1 2026 | May 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 43,928 | 4,071 | 1.42% | 1.45% | 270 | +899 | 2.09% | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | New | 43,737 | 4,053 | 0.03% | — | 271 | +43,737 | New | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 42,796 | 3,966 | 0.46% | 0.39% | 272 | +5,934 | 16.1% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 41,316 | 3,829 | 0.08% | 0.08% | 273 | -929 | -2.2% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 41,308 | 3,828 | 0.06% | 0.11% | 274 | -19,432 | -31.99% | Q1 2026 | May 15, 2026 |
| January Capital Advisors LLC | History | New | 40,997 | 3,800 | 5.12% | — | 275 | +40,997 | New | Q1 2026 | May 20, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 40,735 | 3,775 | 0.59% | 0.57% | 276 | -1,152 | -2.75% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 39,977 | 3,705 | 0.01% | 0.01% | 277 | -25,802 | -39.23% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 39,757 | 3,682 | 0.51% | 1.49% | 278 | -76,129 | -65.69% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 39,354 | 3,647 | 0.02% | 0.0% | 279 | +36,424 | 1243.14% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 38,898 | 3,605 | 0.74% | 0.71% | 280 | -52 | -0.13% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 38,379 | 3,557 | 1.63% | 0.97% | 281 | +5,981 | 18.46% | Q1 2026 | May 05, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 38,330 | 3,552 | 1.41% | 1.55% | 282 | -6,905 | -15.26% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 37,654 | 3,490 | 0.05% | 0.04% | 283 | +5,447 | 16.91% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 37,416 | 3,468 | 0.24% | 0.12% | 284 | +11,223 | 42.85% | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 146,357 | 3,460 | 2.31% | 1.81% | 285 | +116,009 | 382.26% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 36,791 | 3,410 | 0.12% | 0.15% | 286 | -339 | -0.91% | Q1 2026 | May 19, 2026 |
| Rakuten Securities, Inc. | History | Added to | 36,785 | 3,409 | 1.42% | 0.83% | 287 | +6,861 | 22.93% | Q1 2026 | May 01, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,505 | 3,383 | 0.42% | 0.94% | 288 | -54,061 | -59.69% | Q1 2026 | Apr 21, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 35,729 | 3,311 | 0.23% | 0.21% | 289 | -75 | -0.21% | Q1 2026 | May 05, 2026 |
| American National Bank of Texas | History | Reduced | 35,457 | 3,286 | 3.13% | 3.26% | 290 | -4,250 | -10.7% | Q1 2026 | Apr 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 35,200 | 3,262 | 0.04% | 0.03% | 291 | +12,600 | 55.75% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 34,644 | 3,211 | 2.83% | 2.16% | 292 | -2,162 | -5.87% | Q1 2026 | May 04, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 34,537 | 3,201 | 1.41% | 1.42% | 293 | -2,088 | -5.7% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 34,401 | 3,188 | 0.02% | 0.03% | 294 | -9,549 | -21.73% | Q1 2026 | Apr 15, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 33,823 | 3,135 | 2.72% | 2.53% | 295 | +160 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,588 | 3,113 | 0.07% | 0.09% | 296 | -9,796 | -22.58% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 33,515 | 3,106 | 0.1% | 0.08% | 297 | +6,892 | 25.89% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 33,250 | 3,081 | 1.82% | 1.62% | 298 | +270 | 0.82% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 33,167 | 3,074 | 2.05% | 1.89% | 299 | +826 | 2.55% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,146 | 3,072 | 0.02% | 0.02% | 300 | -7,722 | -18.89% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 32,901 | 3,049 | 0.01% | 0.01% | 301 | -1,922 | -5.52% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,170 | 3,033 | 0.23% | 0.22% | 302 | -2,846 | -8.13% | Q1 2026 | Apr 27, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 32,655 | 3,026 | 1.41% | 1.58% | 303 | -6,619 | -16.85% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 31,816 | 2,948 | 0.21% | 0.2% | 304 | -565 | -1.74% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 31,621 | 2,930 | 0.31% | 1.95% | 305 | -177,517 | -84.88% | Q1 2026 | Apr 28, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 31,591 | 2,928 | 0.4% | 0.53% | 306 | -14,893 | -32.04% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 31,558 | 2,925 | 0.41% | 1.09% | 307 | -59,918 | -65.5% | Q1 2026 | Apr 24, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 31,543 | 2,923 | 1.61% | 1.64% | 308 | -3,011 | -8.71% | Q1 2026 | Apr 27, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,291 | 2,900 | 2.33% | 2.12% | 309 | -2,720 | -8.0% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 30,542 | 2,830 | 0.02% | 0.02% | 310 | +5,202 | 20.53% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 30,232 | 2,802 | 0.11% | 0.07% | 311 | +7,443 | 32.66% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Added to | 30,223 | 2,801 | 0.07% | 0.06% | 312 | +6,377 | 26.74% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 30,145 | 2,794 | 0.0% | 0.0% | 313 | +12,968 | 75.5% | Q1 2026 | May 14, 2026 |
| FORBES J M & CO LLP | History | No change | 29,211 | 2,707 | 0.23% | 0.2% | 314 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Brown Financial Advisors | History | Added to | 28,995 | 2,687 | 1.02% | 0.83% | 315 | +2,515 | 9.5% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 28,787 | 2,668 | 0.18% | 0.16% | 316 | +292 | 1.02% | Q1 2026 | Apr 21, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 28,710 | 2,661 | 1.82% | 1.62% | 317 | +415 | 1.47% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 28,699 | 2,660 | 0.02% | 0.04% | 318 | -29,507 | -50.69% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 28,055 | 2,600 | 0.55% | 0.58% | 319 | -4,455 | -13.7% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Added to | 28,044 | 2,599 | 1.15% | 0.16% | 320 | +24,035 | 599.53% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 27,909 | 2,586 | 0.15% | 0.15% | 321 | -695 | -2.43% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,887 | 2,584 | 0.01% | 0.03% | 322 | -13,911 | -33.28% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 27,739 | 2,571 | 0.03% | 0.02% | 323 | +3,271 | 13.37% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 27,598 | 2,558 | 0.05% | 0.05% | 324 | -2,923 | -9.58% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Added to | 27,578 | 2,556 | 1.53% | 1.52% | 325 | +471 | 1.74% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 27,066 | 2,508 | 0.01% | — | 326 | +27,066 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 26,883 | 2,491 | 0.06% | 0.06% | 327 | -5,281 | -16.42% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 26,761 | 2,480 | 0.03% | 0.01% | 328 | +17,725 | 196.16% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | New | 26,600 | 2,466 | 0.05% | — | 329 | +26,600 | New | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 26,519 | 2,458 | 0.07% | 0.07% | 330 | -918 | -3.35% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 26,204 | 2,428 | 0.02% | — | 331 | +26,204 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,903 | 2,400 | 0.05% | 0.07% | 332 | -11,914 | -31.5% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 25,883 | 2,399 | 0.62% | 0.61% | 333 | -1,935 | -6.96% | Q1 2026 | Apr 15, 2026 |
| Bravias Capital Group, LLC | History | Added to | 25,566 | 2,369 | 1.55% | 1.28% | 334 | +793 | 3.2% | Q1 2026 | Apr 28, 2026 |
| LifeGoal Investments, LLC | History | New | 25,011 | 2,359 | 1.35% | — | 335 | +25,011 | New | Q1 2026 | Apr 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 25,437 | 2,357 | 0.43% | 0.37% | 336 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 25,500 | 2,349 | 0.05% | 0.05% | 337 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 25,210 | 2,336 | 0.58% | 0.57% | 338 | -766 | -2.95% | Q1 2026 | May 07, 2026 |
| RCW Management, LLC | History | Reduced | 25,156 | 2,331 | 2.39% | 2.38% | 339 | -2,441 | -8.85% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,950 | 2,312 | 0.0% | 0.0% | 340 | +13,612 | 120.06% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 24,855 | 2,303 | 0.21% | 0.19% | 341 | +644 | 2.66% | Q1 2026 | Apr 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 24,768 | 2,295 | 0.16% | — | 342 | +24,768 | New | Q1 2026 | May 06, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 24,735 | 2,292 | 0.46% | 0.45% | 343 | -179 | -0.72% | Q1 2026 | May 01, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 24,616 | 2,281 | 1.1% | 1.64% | 344 | -8,868 | -26.48% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 24,513 | 2,272 | 0.05% | 0.05% | 345 | -2,925 | -10.66% | Q1 2026 | May 15, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 24,209 | 2,243 | 0.64% | 0.61% | 346 | -1,544 | -6.0% | Q1 2026 | Apr 23, 2026 |
| WNY Asset Management, LLC | History | New | 24,189 | 2,242 | 0.23% | — | 347 | +24,189 | New | Q1 2026 | May 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,065 | 2,230 | 0.04% | 0.02% | 348 | +14,509 | 151.83% | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 24,011 | 2,225 | 0.0% | — | 349 | +24,011 | New | Q1 2026 | May 12, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 23,979 | 2,222 | 0.27% | 0.24% | 350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MYECFO, LLC | History | Added to | 23,713 | 2,197 | 0.92% | 0.81% | 351 | +1,390 | 6.23% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 23,625 | 2,189 | 0.02% | 0.05% | 352 | -32,215 | -57.69% | Q1 2026 | May 05, 2026 |
| Sargent Investment Group, LLC | History | Added to | 23,625 | 2,189 | 0.29% | 0.25% | 353 | +235 | 1.0% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,168 | 2,147 | 0.23% | 0.21% | 354 | -182 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 23,106 | 2,141 | 0.15% | 0.09% | 355 | +9,983 | 76.07% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 22,845 | 2,117 | 0.26% | 0.46% | 356 | -21,573 | -48.57% | Q1 2026 | Apr 23, 2026 |
| Mattson Financial Services, LLC | History | Added to | 22,758 | 2,109 | 0.5% | 0.29% | 357 | +8,169 | 55.99% | Q1 2026 | May 11, 2026 |
| MEDICI CAPITAL LLC | History | Reduced | 22,700 | 2,104 | 2.59% | 13.96% | 358 | -181,326 | -88.87% | Q1 2026 | May 13, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 22,488 | 2,084 | 0.86% | 1.87% | 359 | -30,766 | -57.77% | Q1 2026 | Apr 08, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 22,412 | 2,077 | 0.4% | 0.87% | 360 | -21,692 | -49.18% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,339 | 2,070 | 0.03% | 0.03% | 361 | -283 | -1.25% | Q1 2026 | May 12, 2026 |
| PECAUT & CO. | History | Added to | 22,252 | 2,062 | 0.67% | 0.59% | 362 | +871 | 4.07% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 21,904 | 2,030 | 0.03% | 0.03% | 364 | -514 | -2.29% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 21,905 | 2,030 | 0.08% | 0.06% | 363 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 21,740 | 2,015 | 0.09% | 0.1% | 365 | -4,046 | -15.69% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,255 | 1,970 | 0.0% | 0.0% | 366 | +20 | 0.09% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 21,124 | 1,957 | 0.19% | 0.17% | 367 | -475 | -2.2% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 21,082 | 1,954 | 0.15% | 0.1% | 368 | +6,736 | 46.95% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 20,930 | 1,940 | 0.14% | — | 369 | +20,930 | New | Q1 2026 | May 07, 2026 |
| Hegarty Advisors, LLC | History | New | 20,790 | 1,927 | 1.52% | — | 370 | +20,790 | New | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 22,470 | 1,918 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Petix & Botte Co | History | Added to | 20,454 | 1,895 | 0.42% | 0.38% | 372 | +954 | 4.89% | Q1 2026 | Apr 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 20,100 | 1,863 | 0.07% | 0.06% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 20,008 | 1,855 | 0.4% | 0.31% | 374 | +2,826 | 16.45% | Q1 2026 | Apr 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 20,017 | 1,855 | 1.28% | 1.07% | 375 | +1,729 | 9.45% | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 20,080 | 1,834 | 0.14% | 0.23% | 376 | -10,202 | -33.69% | Q1 2026 | May 01, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 19,768 | 1,832 | 0.22% | 0.16% | 377 | +5,946 | 43.02% | Q1 2026 | May 06, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 19,716 | 1,827 | 1.02% | 1.01% | 378 | -2,183 | -9.97% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 19,358 | 1,794 | 0.02% | — | 380 | +19,358 | New | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 19,363 | 1,794 | 0.05% | 0.02% | 379 | +9,486 | 96.04% | Q1 2026 | May 04, 2026 |
| Quartz Partners, LLC | History | Reduced | 19,315 | 1,790 | 0.69% | 0.72% | 381 | -3,360 | -14.82% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 19,249 | 1,784 | 0.01% | 0.01% | 382 | +782 | 4.23% | Q1 2026 | May 15, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 19,242 | 1,783 | 0.74% | 0.68% | 383 | +218 | 1.15% | Q1 2026 | Apr 23, 2026 |
| Graetz Wealth LLC | History | Reduced | 19,211 | 1,780 | 1.59% | 3.18% | 384 | -21,711 | -53.05% | Q1 2026 | Apr 30, 2026 |
| Diligent Investors, LLC | History | No change | 19,011 | 1,762 | 0.44% | 0.4% | 385 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| M1 Capital Management LLC | History | Added to | 18,973 | 1,758 | 0.81% | 0.53% | 386 | +4,195 | 28.39% | Q1 2026 | May 08, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 18,955 | 1,756 | 0.05% | 0.05% | 387 | -2,029 | -9.67% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 18,641 | 1,727 | 0.02% | 0.02% | 388 | -1,645 | -8.11% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,598 | 1,723 | 0.01% | 0.01% | 389 | +470 | 2.59% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 18,581 | 1,722 | 0.12% | 0.1% | 390 | +1,850 | 11.06% | Q1 2026 | Apr 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 18,434 | 1,708 | 0.45% | 0.44% | 391 | -1,161 | -5.92% | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 18,425 | 1,707 | 0.25% | 0.19% | 392 | +4,921 | 36.44% | Q1 2026 | Apr 24, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 18,390 | 1,704 | 0.36% | 0.38% | 393 | -1,062 | -5.46% | Q1 2026 | May 12, 2026 |
| InTrack Investment Management Inc | History | Reduced | 18,331 | 1,699 | 0.97% | 0.89% | 394 | -420 | -2.24% | Q1 2026 | Apr 06, 2026 |
| Apeiron RIA LLC | History | Reduced | 18,268 | 1,693 | 0.39% | 0.39% | 395 | -2,508 | -12.07% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | New | 17,777 | 1,687 | 0.1% | — | 396 | +17,777 | New | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 18,150 | 1,682 | 0.0% | 0.0% | 397 | +9,017 | 98.73% | Q1 2026 | May 14, 2026 |
| BCM ADVISORS, LLC | History | Added to | 18,793 | 1,679 | 0.33% | 0.15% | 398 | +10,939 | 139.28% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 17,799 | 1,649 | 1.09% | 1.4% | 399 | -6,233 | -25.94% | Q1 2026 | Apr 21, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 17,530 | 1,624 | 0.27% | 0.21% | 400 | +1,875 | 11.98% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Reduced | 17,130 | 1,587 | 0.27% | 0.38% | 401 | -6,027 | -26.03% | Q1 2026 | May 08, 2026 |
| ZEGA Investments, LLC | History | Reduced | 17,121 | 1,586 | 0.18% | 0.2% | 402 | -2,810 | -14.1% | Q1 2026 | May 08, 2026 |
| Kendall Capital Management | History | Reduced | 17,073 | 1,582 | 0.32% | 0.31% | 403 | -172 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,926 | 1,568 | 0.03% | 0.03% | 405 | -6,366 | -27.33% | Q1 2026 | Apr 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 16,965 | 1,568 | 0.19% | 0.19% | 404 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Daviman Financial, LLC | History | Reduced | 16,824 | 1,559 | 0.92% | 1.77% | 406 | -18,546 | -52.43% | Q1 2026 | Apr 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 16,493 | 1,555 | 0.25% | 0.12% | 407 | +8,153 | 97.76% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 16,772 | 1,554 | 0.12% | 0.16% | 408 | -6,495 | -27.92% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,431 | 1,522 | 0.01% | 0.01% | 409 | -2,548 | -13.43% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 16,288 | 1,509 | 0.71% | 0.66% | 410 | -313 | -1.89% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Added to | 16,030 | 1,485 | 0.05% | 0.03% | 411 | +2,764 | 20.84% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Reduced | 15,975 | 1,480 | 1.02% | 0.98% | 412 | -86 | -0.54% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 15,930 | 1,476 | 0.04% | 0.04% | 413 | +761 | 5.02% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 15,883 | 1,472 | 0.08% | 0.08% | 414 | +1,092 | 7.38% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,814 | 1,465 | 0.14% | 0.14% | 415 | -247 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 15,734 | 1,458 | 0.05% | 0.09% | 416 | -13,234 | -45.68% | Q1 2026 | Apr 14, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 16,969 | 1,448 | 0.47% | 0.47% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 15,512 | 1,437 | 0.14% | 0.04% | 418 | +9,673 | 165.66% | Q1 2026 | May 01, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 16,754 | 1,430 | 0.16% | 0.16% | 419 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 16,701 | 1,425 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| S. R. Schill & Associates | History | Reduced | 15,346 | 1,422 | 0.96% | 1.06% | 421 | -2,254 | -12.81% | Q1 2026 | May 01, 2026 |
| NICOLET BANKSHARES INC | History | New | 15,266 | 1,415 | 0.05% | — | 422 | +15,266 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 15,233 | 1,412 | 0.0% | — | 423 | +15,233 | New | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 15,179 | 1,406 | 0.0% | 0.0% | 425 | +957 | 6.73% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | No change | 15,176 | 1,406 | 0.11% | 0.11% | 424 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 15,145 | 1,403 | 0.7% | 0.7% | 426 | +110 | 0.73% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 14,923 | 1,383 | 0.02% | 0.02% | 427 | +13 | 0.09% | Q1 2026 | May 12, 2026 |
| Aberdeen Group plc | History | Added to | 14,880 | 1,379 | 0.0% | 0.0% | 428 | +8,319 | 126.79% | Q1 2026 | Apr 29, 2026 |
| WealthPoint Financial, LLC | History | No change | 16,141 | 1,377 | 1.2% | 1.2% | 429 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 14,824 | 1,374 | 0.08% | 0.14% | 430 | +1,045 | 7.58% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 14,766 | 1,368 | 0.01% | 0.05% | 432 | -34,995 | -70.33% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,763 | 1,368 | 0.1% | 0.09% | 431 | +108 | 0.74% | Q1 2026 | Apr 20, 2026 |
| Capital Management Associates, Inc | History | Reduced | 14,533 | 1,347 | 0.3% | 0.29% | 433 | -714 | -4.68% | Q1 2026 | Apr 22, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 14,458 | 1,340 | 0.94% | 1.06% | 434 | -2,317 | -13.81% | Q1 2026 | May 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 14,350 | 1,330 | 0.12% | 0.12% | 435 | +288 | 2.05% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 14,038 | 1,301 | 0.0% | 0.0% | 436 | +1,899 | 15.64% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 13,967 | 1,294 | 0.09% | 0.09% | 437 | -36 | -0.26% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,832 | 1,282 | 0.01% | 0.02% | 438 | -2,020 | -12.74% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 13,773 | 1,276 | 0.62% | 0.26% | 439 | +9,457 | 219.11% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,722 | 1,271 | 0.83% | 0.78% | 441 | +439 | 3.3% | Q1 2026 | Apr 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 13,719 | 1,271 | 0.35% | 0.35% | 440 | -403 | -2.85% | Q1 2026 | May 05, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 13,626 | 1,262 | 0.18% | 0.28% | 442 | -10,000 | -42.33% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 13,617 | 1,262 | 0.24% | 0.19% | 443 | +1,504 | 12.42% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 13,601 | 1,260 | 0.01% | 0.01% | 444 | +157 | 1.17% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,381 | 1,240 | 0.03% | 0.03% | 445 | -766 | -5.41% | Q1 2026 | Apr 07, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 13,264 | 1,229 | 3.83% | 3.4% | 446 | +121 | 0.92% | Q1 2026 | May 08, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 13,258 | 1,228 | 0.85% | 0.81% | 447 | -90 | -0.67% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 13,169 | 1,220 | 0.04% | 0.04% | 448 | -213 | -1.59% | Q1 2026 | May 06, 2026 |
| Auour Investments LLC | History | Reduced | 13,015 | 1,206 | 0.38% | 0.36% | 449 | -141 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 12,947 | 1,200 | 1.04% | 0.98% | 450 | -18 | -0.14% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 12,787 | 1,185 | 0.01% | 0.01% | 451 | -2,860 | -18.28% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 12,688 | 1,176 | 0.31% | 0.18% | 452 | +5,985 | 89.29% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | No change | 12,674 | 1,174 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,572 | 1,165 | 0.05% | — | 454 | +12,572 | New | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 12,531 | 1,161 | 0.28% | 0.22% | 455 | +3,084 | 32.65% | Q1 2026 | May 07, 2026 |
| Destiny Capital Corp/CO | History | Added to | 12,464 | 1,155 | 0.62% | 0.46% | 456 | +2,076 | 19.98% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 12,367 | 1,146 | 0.02% | 0.02% | 457 | -1,192 | -8.79% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | Added to | 12,218 | 1,145 | 0.0% | 0.0% | 458 | +3,549 | 40.94% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,335 | 1,143 | 0.13% | 0.1% | 459 | +2,052 | 19.96% | Q1 2026 | Apr 16, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,394 | 1,143 | 0.18% | 0.16% | 460 | -562 | -4.03% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | Reduced | 12,204 | 1,131 | 0.1% | 0.1% | 461 | -859 | -6.58% | Q1 2026 | Apr 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,998 | 1,112 | 0.19% | 0.18% | 462 | +28 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Advisor Resource Council | History | Reduced | 11,992 | 1,111 | 0.36% | 0.5% | 463 | -3,352 | -21.85% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,961 | 1,108 | 0.08% | 0.05% | 464 | +4,555 | 61.5% | Q1 2026 | Apr 22, 2026 |
| SVRN Asset Management, LLC | History | No change | 11,947 | 1,107 | 1.07% | 0.84% | 465 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,807 | 1,097 | 0.06% | 0.04% | 466 | +1,130 | 10.58% | Q1 2026 | May 12, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 11,822 | 1,095 | 0.89% | 0.95% | 467 | -998 | -7.78% | Q1 2026 | May 11, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 11,513 | 1,067 | 1.14% | 1.43% | 468 | -4,480 | -28.01% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,376 | 1,054 | 0.05% | 0.05% | 469 | -1,837 | -13.9% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 11,352 | 1,052 | 0.31% | 0.28% | 470 | +225 | 2.02% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,285 | 1,046 | 0.02% | 0.02% | 471 | -179 | -1.56% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 11,273 | 1,044 | 0.21% | 0.2% | 472 | +591 | 5.53% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 11,033 | 1,022 | 0.08% | 0.06% | 473 | +2,710 | 32.56% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Reduced | 11,012 | 1,021 | 0.03% | 0.04% | 474 | -3,984 | -26.57% | Q1 2026 | Apr 06, 2026 |
| JT Stratford LLC | History | Added to | 10,991 | 1,018 | 0.13% | 0.11% | 475 | +804 | 7.89% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,904 | 1,010 | 0.02% | 0.02% | 476 | -300 | -2.68% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 10,896 | 1,009 | 0.11% | 0.12% | 477 | -2,169 | -16.6% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Added to | 10,777 | 1,009 | 0.03% | 0.03% | 478 | +862 | 8.69% | Q1 2026 | Apr 09, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 10,714 | 993 | 0.2% | 0.19% | 479 | +272 | 2.6% | Q1 2026 | Apr 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 10,539 | 976 | 0.21% | 0.45% | 480 | -8,527 | -44.72% | Q1 2026 | Apr 28, 2026 |
| Nvest Financial, LLC | History | New | 10,450 | 968 | 0.36% | — | 481 | +10,450 | New | Q1 2026 | Apr 28, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 10,416 | 965 | 0.2% | 0.22% | 482 | -1,842 | -15.03% | Q1 2026 | May 08, 2026 |
| JBR Co Financial Management Inc | History | No change | 11,190 | 955 | 0.4% | 0.4% | 483 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VISTA FINANCE, LLC | History | New | 9,951 | 922 | 0.73% | — | 484 | +9,951 | New | Q1 2026 | May 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | New | 9,803 | 908 | 0.84% | — | 485 | +9,803 | New | Q1 2026 | Apr 07, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 10,572 | 902 | 0.57% | 0.57% | 486 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Reduced | 9,714 | 900 | 0.32% | 1.0% | 487 | -22,957 | -70.27% | Q1 2026 | May 01, 2026 |
| Bank of Marin | History | Reduced | 9,657 | 895 | 0.65% | 0.71% | 488 | -2,423 | -20.06% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,576 | 887 | 0.03% | 0.03% | 489 | -244 | -2.48% | Q1 2026 | May 11, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 9,496 | 880 | 0.27% | 0.25% | 491 | -544 | -5.42% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 9,500 | 880 | 0.27% | 0.24% | 490 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 9,293 | 861 | 0.09% | 0.08% | 492 | -252 | -2.64% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,251 | 857 | 0.05% | 0.06% | 493 | -1,206 | -11.53% | Q1 2026 | Apr 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 9,553 | 853 | 0.73% | 0.7% | 494 | -20 | -0.21% | Q1 2026 | Apr 27, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 9,151 | 848 | 0.1% | 0.08% | 495 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 9,148 | 847 | 0.0% | 0.0% | 496 | -1,406 | -13.32% | Q1 2026 | May 13, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 9,118 | 845 | 0.08% | 0.07% | 497 | +198 | 2.22% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 8,978 | 832 | 0.06% | 0.04% | 498 | +2,391 | 36.3% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 8,856 | 820 | 0.07% | 0.16% | 499 | -7,421 | -45.59% | Q1 2026 | May 12, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 8,727 | 808 | 0.82% | 0.64% | 500 | +1,726 | 24.65% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,685 | 805 | 0.04% | 0.05% | 501 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,614 | 798 | 0.06% | 0.16% | 502 | -17,153 | -66.57% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 8,789 | 792 | 0.11% | 0.0% | 505 | +8,720 | 12637.68% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,547 | 792 | 0.0% | 0.0% | 503 | -2,486 | -22.53% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 8,546 | 792 | 0.0% | 0.0% | 504 | +646 | 8.18% | Q1 2026 | May 04, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,470 | 785 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 8,421 | 780 | 0.27% | 0.25% | 507 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,300 | 769 | 0.02% | 0.02% | 508 | +686 | 9.01% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | New | 8,275 | 767 | 0.02% | — | 509 | +8,275 | New | Q1 2026 | May 14, 2026 |
| Corecam Pte. Ltd. | History | Added to | 8,240 | 763 | 0.33% | 0.19% | 510 | +3,970 | 92.97% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 8,222 | 762 | 0.01% | 0.01% | 511 | +1,012 | 14.04% | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | Reduced | 8,215 | 761 | 0.11% | 0.1% | 512 | -235 | -2.78% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 8,162 | 756 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 8,134 | 753 | 0.13% | 0.07% | 514 | +3,215 | 65.36% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,108 | 751 | 0.03% | 0.03% | 515 | -3,024 | -27.16% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 8,100 | 750 | 0.66% | 0.7% | 516 | -1,132 | -12.26% | Q1 2026 | May 06, 2026 |
| HORAN Wealth, LLC | History | New | 8,785 | 749 | 0.07% | — | 518 | +8,785 | New | Q1 2026 | May 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,085 | 749 | 0.1% | 0.1% | 517 | +337 | 4.35% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,055 | 746 | 0.06% | 0.03% | 520 | +4,099 | 103.61% | Q1 2026 | Apr 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,046 | 746 | 0.02% | 0.02% | 519 | -890 | -9.96% | Q1 2026 | Apr 21, 2026 |
| Matrix Trust Co | History | Reduced | 8,037 | 745 | 0.12% | 0.21% | 521 | -6,521 | -44.79% | Q1 2026 | Apr 09, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 7,965 | 738 | 0.07% | — | 522 | +7,965 | New | Q1 2026 | May 12, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Reduced | 7,900 | 732 | 0.03% | 0.03% | 523 | -700 | -8.14% | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 7,833 | 726 | 0.08% | 0.09% | 524 | -1,198 | -13.27% | Q1 2026 | May 05, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 7,803 | 723 | 0.05% | 0.04% | 525 | +202 | 2.66% | Q1 2026 | Apr 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 7,780 | 721 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Motiv8 Investments LLC | History | No change | 8,415 | 718 | 0.39% | 0.39% | 527 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 7,590 | 715 | 0.56% | 0.5% | 528 | +1,448 | 23.58% | Q1 2026 | Apr 02, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 7,591 | 703 | 0.42% | 0.42% | 529 | -569 | -6.97% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | New | 7,542 | 699 | 0.24% | — | 530 | +7,542 | New | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | Added to | 7,499 | 695 | 0.42% | 0.33% | 531 | +1,000 | 15.39% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,497 | 694 | 0.0% | 0.0% | 532 | -480 | -6.02% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,416 | 687 | 0.07% | 0.08% | 533 | -1,636 | -18.07% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 7,350 | 681 | 0.35% | 0.42% | 534 | -1,650 | -18.33% | Q1 2026 | Apr 10, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 7,335 | 679 | 0.11% | 0.08% | 535 | +1,830 | 33.24% | Q1 2026 | May 05, 2026 |
| MKT Advisors LLC | History | Reduced | 7,258 | 675 | 0.23% | 0.23% | 536 | -541 | -6.94% | Q1 2026 | Apr 10, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,261 | 673 | 0.07% | 0.07% | 537 | -345 | -4.54% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 7,523 | 671 | 0.02% | 0.05% | 538 | -8,017 | -51.59% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 7,220 | 669 | 0.03% | 0.03% | 539 | +546 | 8.18% | Q1 2026 | May 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 6,861 | 667 | 0.65% | 0.65% | 540 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 7,173 | 664 | 0.43% | 0.66% | 541 | -4,610 | -39.12% | Q1 2026 | May 07, 2026 |
| Advisors Capital Management, LLC | History | No change | 7,159 | 663 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 7,090 | 657 | 0.63% | 0.55% | 543 | +242 | 3.53% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 7,058 | 654 | 0.03% | 0.04% | 544 | -3,215 | -31.3% | Q1 2026 | May 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 6,973 | 646 | 0.61% | 1.26% | 545 | -7,501 | -51.82% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 6,904 | 639 | 0.22% | 0.67% | 546 | -12,949 | -65.22% | Q1 2026 | May 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 6,891 | 638 | 0.32% | 0.28% | 547 | +528 | 8.3% | Q1 2026 | Apr 16, 2026 |
| Independent Wealth Network Inc. | History | New | 6,873 | 637 | 0.19% | — | 548 | +6,873 | New | Q1 2026 | Apr 20, 2026 |
| Garde Capital, Inc. | History | New | 6,823 | 632 | 0.04% | — | 550 | +6,823 | New | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 6,829 | 632 | 0.03% | 0.04% | 549 | +1,987 | 41.04% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,779 | 628 | 0.01% | 0.01% | 551 | -377 | -5.27% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | New | 6,761 | 626 | 0.01% | — | 552 | +6,761 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,748 | 625 | 0.06% | 0.05% | 553 | -42 | -0.62% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,605 | 622 | 0.04% | 0.01% | 554 | +4,805 | 266.94% | Q1 2026 | May 01, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 6,652 | 616 | 0.14% | 0.13% | 555 | -210 | -3.06% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 6,613 | 613 | 0.08% | 0.16% | 556 | -10,185 | -60.63% | Q1 2026 | May 14, 2026 |
| Miller Global Investments, LLC | History | Reduced | 6,594 | 611 | 0.56% | 0.54% | 557 | -400 | -5.72% | Q1 2026 | Apr 06, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 6,556 | 607 | 0.07% | 0.11% | 558 | -3,488 | -34.73% | Q1 2026 | Apr 13, 2026 |
| Global View Capital Management LLC | History | Added to | 6,486 | 601 | 0.16% | 0.09% | 559 | +839 | 14.86% | Q1 2026 | May 04, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 6,478 | 600 | 0.49% | 0.55% | 560 | -1,468 | -18.47% | Q1 2026 | Apr 29, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,449 | 597 | 0.14% | 0.22% | 561 | -4,555 | -41.39% | Q1 2026 | Apr 28, 2026 |
| High Falls Advisors, Inc | History | No change | 6,968 | 594 | 0.12% | 0.12% | 562 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CMC Financial Group | History | New | 6,400 | 593 | 1.16% | — | 563 | +6,400 | New | Q1 2026 | May 08, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 6,355 | 589 | 0.06% | 0.05% | 564 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Annex Advisory Services, LLC | History | Added to | 6,346 | 588 | 0.01% | 0.01% | 565 | +747 | 13.34% | Q1 2026 | Apr 16, 2026 |
| Decker Wealth Management LLC | History | No change | 6,335 | 587 | 0.13% | 0.12% | 566 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 6,313 | 585 | 0.11% | 0.05% | 567 | +3,241 | 105.5% | Q1 2026 | May 14, 2026 |
| King Wealth Management Group | History | No change | 6,301 | 584 | 0.07% | 0.06% | 568 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Weil Company, Inc. | History | No change | 6,248 | 579 | 0.13% | 0.12% | 569 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,187 | 573 | 0.16% | 0.17% | 570 | -785 | -11.26% | Q1 2026 | Apr 16, 2026 |
| NORDEN GROUP LLC | History | Reduced | 6,174 | 572 | 0.05% | 0.08% | 571 | -2,856 | -31.63% | Q1 2026 | Apr 15, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 6,328 | 569 | 0.17% | 0.16% | 572 | +726 | 12.96% | Q1 2026 | Apr 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,105 | 565 | 0.04% | 0.03% | 573 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,059 | 561 | 0.01% | 0.01% | 574 | -158 | -2.54% | Q1 2026 | May 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,018 | 557 | 0.23% | 0.22% | 575 | -102 | -1.67% | Q1 2026 | Apr 21, 2026 |
| Souders Financial Advisors | History | No change | 6,010 | 557 | 0.06% | 0.06% | 576 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 5,951 | 551 | 0.02% | 0.01% | 577 | +1,527 | 34.52% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 5,899 | 546 | 0.05% | 0.04% | 578 | -50 | -0.84% | Q1 2026 | May 01, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 5,888 | 545 | 0.38% | 0.41% | 579 | -109 | -1.82% | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST Co | History | Added to | 5,843 | 541 | 0.02% | 0.01% | 581 | +500 | 9.36% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,840 | 541 | 0.04% | 0.04% | 580 | +155 | 2.73% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,827 | 540 | 0.01% | 0.01% | 582 | +599 | 11.46% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,795 | 537 | 0.01% | 0.03% | 583 | -65,439 | -91.86% | Q1 2026 | May 11, 2026 |
| Fortis Capital Management LLC | History | New | 5,794 | 537 | 0.05% | — | 584 | +5,794 | New | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 9,875 | 528 | 0.0% | 0.0% | 585 | +5,022 | 103.48% | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 5,619 | 520 | 0.17% | 0.16% | 586 | -359 | -6.01% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Added to | 5,593 | 518 | 0.02% | 0.02% | 587 | +14 | 0.25% | Q1 2026 | May 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 5,547 | 514 | 0.12% | 0.09% | 588 | +1,009 | 22.23% | Q1 2026 | Apr 17, 2026 |
| Oceanside Advisors LLC | History | Reduced | 5,527 | 512 | 0.29% | 0.29% | 589 | -69 | -1.23% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | Added to | 5,511 | 510 | 0.01% | 0.01% | 590 | +261 | 4.97% | Q1 2026 | Apr 13, 2026 |
| Talon Private Wealth, LLC | History | New | 5,460 | 506 | 0.07% | — | 591 | +5,460 | New | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 5,433 | 503 | 0.18% | 0.17% | 592 | -17 | -0.31% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 5,340 | 494 | 0.18% | 0.17% | 593 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 5,258 | 487 | 0.16% | 0.15% | 594 | +302 | 6.09% | Q1 2026 | May 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 5,212 | 483 | 0.15% | 0.1% | 595 | +1,457 | 38.8% | Q1 2026 | Apr 23, 2026 |
| Clarity Capital Advisors, LLC | History | New | 5,197 | 481 | 0.22% | — | 596 | +5,197 | New | Q1 2026 | Apr 09, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,130 | 475 | 0.14% | 0.6% | 597 | -17,259 | -77.09% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 5,083 | 471 | 0.04% | — | 598 | +5,083 | New | Q1 2026 | Apr 30, 2026 |
| AMI ASSET MANAGEMENT CORP | History | New | 5,069 | 469 | 0.03% | — | 599 | +5,069 | New | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,033 | 466 | 0.1% | 0.1% | 600 | -105 | -2.04% | Q1 2026 | Apr 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 4,963 | 460 | 0.02% | 0.02% | 601 | +585 | 13.36% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,959 | 459 | 0.0% | 0.0% | 602 | -246 | -4.73% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,946 | 458 | 0.01% | 0.04% | 603 | -6,865 | -58.12% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 4,942 | 458 | 0.18% | 0.17% | 604 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 4,931 | 457 | 0.35% | 0.35% | 605 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,913 | 455 | 0.03% | 0.05% | 606 | -5,093 | -50.9% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,888 | 453 | 0.01% | — | 608 | +4,888 | New | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 4,814 | 453 | 0.09% | 0.0% | 607 | +4,788 | 18415.38% | Q1 2026 | May 11, 2026 |
| ARWA LLC | History | Added to | 4,781 | 451 | 0.22% | 0.17% | 609 | +1,439 | 43.06% | Q1 2026 | Apr 13, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 4,860 | 450 | 0.09% | 0.2% | 610 | -10,552 | -68.47% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,786 | 443 | 0.08% | 0.09% | 611 | -250 | -4.96% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,774 | 442 | 0.0% | 0.0% | 612 | +1,343 | 39.14% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 4,753 | 440 | 0.02% | 0.01% | 614 | -282 | -5.6% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,756 | 440 | 0.03% | 0.02% | 613 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,740 | 439 | 0.03% | 0.03% | 615 | +294 | 6.61% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,719 | 437 | 0.0% | 0.0% | 616 | +41 | 0.88% | Q1 2026 | May 05, 2026 |
| Family CFO Inc | History | New | 4,684 | 434 | 0.19% | — | 617 | +4,684 | New | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 4,679 | 433 | 0.06% | — | 618 | +4,679 | New | Q1 2026 | Apr 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 4,664 | 432 | 0.02% | 0.02% | 619 | -475 | -9.24% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 4,654 | 431 | 0.44% | 0.61% | 620 | -2,173 | -31.83% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,637 | 429 | 0.02% | 0.02% | 621 | +1,329 | 40.18% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 4,581 | 424 | 0.05% | 0.04% | 622 | +345 | 8.14% | Q1 2026 | Apr 10, 2026 |
| AlTi Global, Inc. | History | No change | 4,518 | 418 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,495 | 416 | 0.09% | 0.17% | 625 | -4,027 | -47.25% | Q1 2026 | Apr 27, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 4,495 | 416 | 0.06% | 0.05% | 624 | +440 | 10.85% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Added to | 4,401 | 415 | 0.36% | 0.28% | 626 | +634 | 16.83% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 4,379 | 405 | 0.01% | 0.02% | 627 | -1,123 | -20.41% | Q1 2026 | May 07, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 4,344 | 402 | 0.4% | 0.68% | 628 | -3,787 | -46.57% | Q1 2026 | Apr 28, 2026 |
| Lee Financial Co | History | No change | 4,220 | 391 | 0.06% | 0.05% | 629 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GREENLEAF TRUST | History | No change | 4,204 | 389 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Meredith Wealth Planning | History | No change | 4,197 | 389 | 0.11% | 0.11% | 631 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunpointe, LLC | History | New | 4,193 | 388 | 0.13% | — | 632 | +4,193 | New | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,146 | 384 | 0.03% | 0.05% | 633 | -5,900 | -58.73% | Q1 2026 | May 21, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 4,150 | 384 | 0.13% | 0.08% | 634 | +650 | 18.57% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | No change | 4,122 | 382 | 0.09% | 0.08% | 635 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Access Investment Management LLC | History | Reduced | 4,120 | 381 | 0.1% | 0.09% | 636 | -480 | -10.43% | Q1 2026 | May 21, 2026 |
| Inspire Advisors, LLC | History | New | 4,102 | 380 | 0.03% | — | 638 | +4,102 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 4,102 | 380 | 0.01% | 0.02% | 637 | -1,040 | -20.23% | Q1 2026 | Apr 20, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,070 | 377 | 0.08% | 0.08% | 639 | -287 | -6.59% | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | No change | 4,040 | 374 | 0.24% | 0.21% | 640 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Paragon Advisors, LLC | History | Added to | 4,033 | 373 | 0.1% | 0.09% | 641 | +295 | 7.89% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | New | 4,010 | 371 | 0.02% | — | 642 | +4,010 | New | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3,985 | 369 | 0.06% | 0.05% | 643 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 3,946 | 365 | 0.02% | 0.01% | 645 | +1,065 | 36.97% | Q1 2026 | May 06, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 3,943 | 365 | 0.02% | 0.01% | 644 | -5 | -0.13% | Q1 2026 | May 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 3,913 | 362 | 0.13% | 0.1% | 646 | +673 | 20.77% | Q1 2026 | Apr 08, 2026 |
| ASPIRIANT, LLC | History | Added to | 3,902 | 361 | 0.01% | 0.01% | 647 | +65 | 1.69% | Q1 2026 | May 12, 2026 |
| Entruity Wealth, LLC | History | No change | 3,900 | 361 | 0.25% | 0.24% | 648 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Balance Wealth, LLC | History | No change | 3,904 | 361 | 0.11% | 0.11% | 649 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Added to | 3,734 | 358 | 0.09% | 0.08% | 650 | +210 | 5.96% | Q1 2026 | Apr 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 3,855 | 357 | 0.02% | 0.06% | 651 | -7,442 | -65.88% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | No change | 3,849 | 356 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 3,741 | 346 | 0.21% | 0.4% | 653 | -4,036 | -51.9% | Q1 2026 | Apr 23, 2026 |
| LeClair Wealth Partners LLC | History | New | 3,736 | 346 | 0.12% | — | 655 | +3,736 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 3,736 | 346 | 0.12% | 0.11% | 654 | +40 | 1.08% | Q1 2026 | May 05, 2026 |
| Astra Wealth Partners LLC | History | New | 3,673 | 340 | 0.2% | — | 656 | +3,673 | New | Q1 2026 | May 06, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 3,658 | 339 | 0.05% | 0.04% | 657 | +358 | 10.85% | Q1 2026 | May 08, 2026 |
| Clifford Group, LLC | History | Reduced | 3,626 | 336 | 0.26% | 0.3% | 658 | -937 | -20.53% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 3,616 | 335 | 0.16% | 0.12% | 659 | +355 | 10.89% | Q1 2026 | May 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 3,601 | 333 | 0.18% | 0.32% | 660 | -3,298 | -47.8% | Q1 2026 | Apr 22, 2026 |
| Freedom Investment Management, Inc. | History | New | 3,582 | 332 | 0.1% | — | 662 | +3,582 | New | Q1 2026 | Apr 22, 2026 |
| Gibbs Wealth Management | History | Reduced | 3,587 | 332 | 0.04% | 0.1% | 661 | -899 | -20.04% | Q1 2026 | May 13, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 3,573 | 331 | 0.21% | 0.16% | 664 | +512 | 16.73% | Q1 2026 | Apr 22, 2026 |
| Barnett & Company, Inc. | History | Added to | 3,576 | 331 | 0.26% | 0.24% | 663 | +16 | 0.45% | Q1 2026 | Apr 30, 2026 |
| Carnegie Investment Counsel | History | Added to | 3,550 | 329 | 0.01% | 0.01% | 665 | +200 | 5.97% | Q1 2026 | May 01, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 3,560 | 329 | 0.14% | 0.14% | 666 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,530 | 327 | 0.03% | 0.05% | 668 | -2,211 | -38.51% | Q1 2026 | Apr 16, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 3,494 | 327 | 0.09% | 0.14% | 667 | -2,066 | -37.16% | Q1 2026 | Apr 30, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,538 | 327 | 0.04% | 0.04% | 669 | -843 | -19.24% | Q1 2026 | May 04, 2026 |
| Archer Investment Management, LLC | History | New | 3,500 | 324 | 0.14% | — | 670 | +3,500 | New | Q1 2026 | Apr 08, 2026 |
| Virtue Capital Management, LLC | History | New | 3,619 | 323 | 0.05% | — | 671 | +3,619 | New | Q1 2026 | May 07, 2026 |
| National Wealth Management Group, LLC | History | Added to | 3,468 | 321 | 0.12% | 0.09% | 672 | +441 | 14.57% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 3,461 | 320 | 0.1% | 0.1% | 673 | -226 | -6.13% | Q1 2026 | Apr 16, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 3,445 | 319 | 0.18% | 0.23% | 674 | -1,253 | -26.67% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,435 | 318 | 0.12% | 0.24% | 675 | -4,226 | -55.16% | Q1 2026 | Apr 09, 2026 |
| Tranquility Partners, LLC | History | No change | 3,383 | 313 | 0.12% | 0.1% | 676 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 3,326 | 308 | 0.06% | 0.06% | 677 | +21 | 0.64% | Q1 2026 | Apr 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,269 | 303 | 0.1% | 0.27% | 678 | -6,435 | -66.31% | Q1 2026 | May 08, 2026 |
| Indivisible Partners | History | Added to | 3,275 | 303 | 0.03% | 0.03% | 679 | +142 | 4.53% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Added to | 3,245 | 300 | 0.1% | 0.08% | 680 | +300 | 10.19% | Q1 2026 | May 21, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 3,110 | 293 | 0.02% | 0.02% | 681 | -36 | -1.14% | Q1 2026 | Apr 13, 2026 |
| DGS Capital Management, LLC | History | No change | 3,150 | 291 | 0.05% | 0.05% | 682 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 3,130 | 290 | 0.21% | 0.59% | 683 | -6,502 | -67.5% | Q1 2026 | May 12, 2026 |
| Flatrock Wealth Partners LLC | History | New | 3,137 | 290 | 0.13% | — | 684 | +3,137 | New | Q1 2026 | Apr 29, 2026 |
| CERTUITY, LLC | History | New | 3,126 | 289 | 0.02% | — | 686 | +3,126 | New | Q1 2026 | May 11, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 3,121 | 289 | 0.14% | 0.11% | 685 | -7 | -0.22% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,110 | 288 | 0.01% | 0.01% | 687 | -2,613 | -45.66% | Q1 2026 | Apr 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 3,110 | 288 | 0.05% | 0.05% | 688 | +206 | 7.09% | Q1 2026 | Apr 22, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 3,116 | 288 | 0.18% | 0.17% | 689 | -92 | -2.87% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 3,085 | 285 | 0.02% | 0.02% | 690 | -138 | -4.28% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Reduced | 3,082 | 285 | 0.02% | 0.02% | 692 | -23 | -0.74% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,079 | 285 | 0.02% | 0.02% | 691 | +4 | 0.13% | Q1 2026 | May 04, 2026 |
| Cypress Capital Group | History | New | 3,072 | 284 | 0.03% | — | 694 | +3,072 | New | Q1 2026 | May 15, 2026 |
| Refined Wealth Management | History | No change | 3,072 | 284 | 0.18% | 0.18% | 693 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 3,029 | 280 | 0.0% | — | 695 | +3,029 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,011 | 279 | 0.01% | 0.02% | 698 | -2,912 | -49.16% | Q1 2026 | Apr 28, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,014 | 279 | 0.0% | 0.01% | 697 | +322 | 11.96% | Q1 2026 | May 07, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 3,018 | 279 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | New | 3,000 | 278 | 0.03% | — | 699 | +3,000 | New | Q1 2026 | Apr 24, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 2,957 | 276 | 0.08% | — | 700 | +2,957 | New | Q1 2026 | Apr 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 2,972 | 275 | 0.08% | — | 702 | +2,972 | New | Q1 2026 | May 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,970 | 275 | 0.03% | 0.03% | 701 | -616 | -17.18% | Q1 2026 | Apr 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 2,965 | 274 | 0.05% | — | 704 | +2,965 | New | Q1 2026 | Apr 29, 2026 |
| HCR Wealth Advisors | History | No change | 2,964 | 274 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 2,950 | 273 | 0.16% | 0.55% | 705 | -7,626 | -72.11% | Q1 2026 | Apr 24, 2026 |
| Smith Salley Wealth Management | History | New | 2,946 | 273 | 0.01% | — | 708 | +2,946 | New | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,948 | 273 | 0.02% | 0.01% | 707 | +827 | 38.99% | Q1 2026 | Apr 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,947 | 273 | 0.06% | 0.06% | 706 | +60 | 2.08% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | No change | 2,919 | 270 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,910 | 269 | 0.02% | 0.02% | 710 | +526 | 22.06% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | No change | 2,905 | 269 | 0.13% | 0.12% | 711 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OxenFree Capital LLC | History | Reduced | 2,825 | 268 | 0.13% | 0.13% | 712 | -15 | -0.53% | Q1 2026 | Apr 16, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,875 | 266 | 0.03% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,866 | 265 | 0.0% | 0.0% | 714 | +56 | 1.99% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,828 | 262 | 0.0% | — | 715 | +2,828 | New | Q1 2026 | Apr 30, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 2,815 | 260 | 0.08% | 0.07% | 716 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IRON Financial LLC | History | Reduced | 2,773 | 257 | 0.11% | 0.15% | 718 | -1,038 | -27.24% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,777 | 257 | 0.02% | 0.01% | 717 | +386 | 16.14% | Q1 2026 | May 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,774 | 257 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 2,764 | 256 | 0.0% | — | 721 | +2,764 | New | Q1 2026 | May 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 2,768 | 256 | 0.17% | 0.18% | 720 | -169 | -5.75% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | New | 2,743 | 254 | 0.0% | — | 722 | +2,743 | New | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,733 | 253 | 0.03% | 0.04% | 723 | -1,426 | -34.29% | Q1 2026 | Apr 30, 2026 |
| Birch Capital Management, LLC | History | No change | 2,740 | 253 | 0.13% | 0.12% | 724 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,690 | 252 | 0.01% | — | 726 | +2,690 | New | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 2,725 | 252 | 0.27% | 0.31% | 725 | -603 | -18.12% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,686 | 251 | 0.01% | 0.03% | 727 | -10,330 | -79.36% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 2,709 | 251 | 0.11% | 0.19% | 728 | -2,246 | -45.33% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,689 | 249 | 0.03% | 0.08% | 729 | -3,575 | -57.07% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 2,895 | 248 | 0.04% | 0.04% | 730 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,670 | 247 | 0.01% | 0.05% | 732 | -18,266 | -87.25% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,664 | 247 | 0.01% | 0.03% | 731 | -5,442 | -67.14% | Q1 2026 | May 18, 2026 |
| Financial & Tax Architects, LLC | History | New | 2,674 | 247 | 0.06% | — | 735 | +2,674 | New | Q1 2026 | Apr 23, 2026 |
| Soundwatch Capital LLC | History | No change | 2,667 | 247 | 0.03% | 0.04% | 733 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LFG Wealth Partners, LLC | History | No change | 2,896 | 247 | 0.16% | 0.16% | 734 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 2,662 | 246 | 0.26% | 0.33% | 736 | -1,114 | -29.5% | Q1 2026 | Apr 23, 2026 |
| Capital Squared Financial LLC | History | Reduced | 2,655 | 246 | 0.19% | 0.19% | 737 | -220 | -7.65% | Q1 2026 | May 01, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,650 | 245 | 0.03% | 0.06% | 739 | -3,260 | -55.16% | Q1 2026 | Apr 15, 2026 |
| Marks Group Wealth Management, Inc | History | New | 2,649 | 245 | 0.02% | — | 741 | +2,649 | New | Q1 2026 | May 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,645 | 245 | 0.15% | 0.08% | 740 | -150 | -5.37% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 2,651 | 245 | 0.0% | 0.0% | 738 | -24 | -0.9% | Q1 2026 | May 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 2,623 | 243 | 0.01% | — | 743 | +2,623 | New | Q1 2026 | Apr 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 2,627 | 243 | 0.03% | 0.04% | 742 | -315 | -10.71% | Q1 2026 | May 08, 2026 |
| Redwood Park Advisors LLC | History | Added to | 2,586 | 239 | 0.16% | 0.1% | 744 | +776 | 42.87% | Q1 2026 | May 04, 2026 |
| RDA Financial Network | History | Reduced | 2,572 | 238 | 0.06% | 0.16% | 745 | -5,022 | -66.13% | Q1 2026 | Apr 08, 2026 |
| Hofer & Associates. Inc | History | Added to | 2,541 | 235 | 0.13% | 0.11% | 746 | +52 | 2.09% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 2,520 | 233 | 0.03% | 0.03% | 748 | +108 | 4.48% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,521 | 233 | 0.02% | 0.02% | 747 | -51 | -1.98% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | New | 2,508 | 232 | 0.05% | — | 749 | +2,508 | New | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,503 | 231 | 0.01% | 0.01% | 750 | +601 | 31.6% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | No change | 2,484 | 230 | 0.06% | 0.05% | 751 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | New | 2,440 | 226 | 0.03% | — | 752 | +2,440 | New | Q1 2026 | Apr 21, 2026 |
| Stonebrook Private Inc. | History | Reduced | 2,430 | 225 | 0.05% | 0.06% | 755 | -1,095 | -31.06% | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,428 | 225 | 0.06% | 0.08% | 754 | -773 | -24.15% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,524 | 225 | 0.01% | 0.01% | 753 | -51 | -1.98% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 2,420 | 224 | 0.04% | — | 757 | +2,420 | New | Q1 2026 | Apr 22, 2026 |
| Keel Point, LLC | History | No change | 2,631 | 224 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,379 | 220 | 0.0% | 0.01% | 758 | -2,198 | -48.02% | Q1 2026 | Apr 10, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 2,374 | 220 | 0.08% | 0.1% | 759 | -172 | -6.76% | Q1 2026 | Apr 22, 2026 |
| Stone Summit Wealth LLC | History | No change | 2,374 | 220 | 0.06% | 0.05% | 760 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | New | 2,368 | 219 | 0.04% | — | 762 | +2,368 | New | Q1 2026 | May 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 2,366 | 219 | 0.15% | 0.24% | 761 | -1,322 | -35.85% | Q1 2026 | May 04, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 2,360 | 218 | 0.03% | 0.03% | 763 | -630 | -21.07% | Q1 2026 | Apr 23, 2026 |
| Range Financial Group LLC | History | Reduced | 2,327 | 215 | 0.07% | 0.16% | 764 | -3,018 | -56.46% | Q1 2026 | Apr 30, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,319 | 214 | 0.2% | 0.21% | 766 | -302 | -11.52% | Q1 2026 | May 11, 2026 |
| INVESTED ADVISORS | History | Reduced | 2,309 | 214 | 0.22% | 0.21% | 765 | -62 | -2.61% | Q1 2026 | Apr 29, 2026 |
| D'Orazio & Associates, Inc. | History | New | 2,290 | 212 | 0.03% | — | 768 | +2,290 | New | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,288 | 212 | 0.04% | 0.06% | 767 | -1,663 | -42.09% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 2,285 | 211 | 0.0% | — | 769 | +2,285 | New | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 2,269 | 210 | 0.01% | — | 770 | +2,269 | New | Q1 2026 | Apr 17, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 2,265 | 209 | 0.03% | — | 771 | +2,265 | New | Q1 2026 | Apr 16, 2026 |
| Oasis Advisors, LLC | History | New | 2,261 | 209 | 0.04% | — | 772 | +2,261 | New | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,250 | 208 | 0.0% | — | 773 | +2,250 | New | Q1 2026 | Apr 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,420 | 206 | 0.04% | 0.04% | 774 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| NORTHERN TRUST CORP | History | New | 2,222 | 205 | 0.0% | — | 776 | +2,222 | New | Q1 2026 | May 14, 2026 |
| SFG Wealth Management, LLC. | History | New | 2,215 | 205 | 0.08% | — | 777 | +2,215 | New | Q1 2026 | Apr 22, 2026 |
| Compass Financial Services Inc | History | Added to | 2,214 | 205 | 0.09% | 0.01% | 775 | +1,829 | 475.06% | Q1 2026 | May 01, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 2,207 | 204 | 0.0% | — | 779 | +2,207 | New | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 2,395 | 204 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Community Bank, N.A. | History | Reduced | 2,195 | 203 | 0.02% | 0.03% | 780 | -340 | -13.41% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 2,184 | 202 | 0.01% | — | 782 | +2,184 | New | Q1 2026 | May 14, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | New | 2,183 | 202 | 0.07% | — | 781 | +2,183 | New | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,173 | 201 | 0.0% | 0.0% | 783 | -8,178 | -79.01% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 2,163 | 200 | 0.13% | — | 786 | +2,163 | New | Q1 2026 | Apr 23, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 2,162 | 200 | 0.07% | 0.08% | 785 | -265 | -10.92% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,162 | 200 | 0.04% | 0.04% | 784 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Key FInancial Inc | History | No change | 2,147 | 199 | 0.04% | 0.03% | 787 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,129 | 197 | 0.05% | 0.05% | 788 | -158 | -6.91% | Q1 2026 | Apr 30, 2026 |
| Bulwark Capital Corp | History | Reduced | 2,039 | 188 | 0.12% | 0.16% | 789 | -648 | -24.12% | Q1 2026 | Apr 07, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 2,010 | 186 | 0.12% | 0.29% | 790 | -2,675 | -57.1% | Q1 2026 | Apr 03, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 2,010 | 186 | 0.0% | — | 791 | +2,010 | New | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 1,993 | 184 | 0.02% | 0.02% | 792 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 1,877 | 173 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | No change | 1,791 | 166 | 0.12% | 0.11% | 794 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gould Capital, LLC | History | Added to | 1,624 | 150 | 0.09% | 0.06% | 795 | +467 | 40.36% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,437 | 133 | 0.0% | 0.0% | 796 | +198 | 15.98% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | New | 1,394 | 129 | 0.0% | — | 798 | +1,394 | New | Q1 2026 | Apr 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,400 | 129 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 1,367 | 126 | 0.05% | 0.01% | 799 | +1,037 | 314.24% | Q1 2026 | Apr 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,331 | 123 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,256 | 116 | 0.0% | 0.01% | 801 | -990 | -44.08% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,235 | 114 | 0.0% | 0.0% | 802 | -128 | -9.39% | Q1 2026 | May 04, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 1,227 | 113 | 0.58% | 0.85% | 803 | -396 | -24.4% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,263 | 107 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | New | 1,085 | 100 | 0.13% | — | 805 | +1,085 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,078 | 99 | 0.0% | — | 807 | +1,078 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,075 | 99 | 0.01% | 0.0% | 806 | +250 | 30.3% | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,065 | 98 | 0.03% | 0.03% | 808 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | Added to | 1,038 | 96 | 0.01% | 0.0% | 809 | +61 | 6.24% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,009 | 93 | 0.0% | 0.0% | 810 | +893 | 769.83% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 943 | 87 | 0.0% | 0.0% | 811 | -1,320 | -58.33% | Q1 2026 | Apr 22, 2026 |
| Bank of New Hampshire | History | New | 928 | 86 | 0.02% | — | 812 | +928 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 917 | 84 | 0.0% | 0.0% | 813 | +554 | 152.62% | Q1 2026 | Apr 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 827 | 76 | 0.06% | 0.06% | 814 | -3 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 792 | 73 | 0.04% | 0.0% | 815 | +705 | 810.34% | Q1 2026 | May 13, 2026 |
| Purpose Unlimited Inc. | History | New | 771 | 71 | 0.0% | — | 816 | +771 | New | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 756 | 70 | 0.02% | — | 817 | +756 | New | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 690 | 63 | 0.0% | — | 818 | +690 | New | Q1 2026 | May 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 665 | 61 | 0.03% | 1.18% | 821 | -35,008 | -98.14% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 655 | 61 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 662 | 61 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | New | 648 | 60 | 0.03% | — | 822 | +648 | New | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 622 | 57 | 0.02% | 0.03% | 823 | -398 | -39.02% | Q1 2026 | May 04, 2026 |
| Abound Wealth Management | History | New | 601 | 55 | 0.01% | — | 825 | +601 | New | Q1 2026 | Apr 10, 2026 |
| Wells Financial Advisors INC | History | Reduced | 600 | 55 | 0.25% | 0.16% | 824 | -385 | -39.09% | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | Reduced | 584 | 54 | 0.04% | 0.09% | 827 | -498 | -46.03% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | No change | 586 | 54 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 582 | 53 | 0.0% | 0.0% | 828 | +448 | 334.33% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 582 | 53 | 0.01% | 0.01% | 829 | -411 | -41.39% | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 551 | 51 | 0.01% | 0.01% | 831 | -485 | -46.81% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 552 | 51 | 0.01% | 0.01% | 830 | -28 | -4.83% | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | New | 546 | 50 | 0.03% | — | 833 | +546 | New | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 550 | 50 | 0.0% | 0.0% | 832 | -101 | -15.51% | Q1 2026 | Apr 28, 2026 |
| Evergreen Advisors, LLC | History | New | 534 | 49 | 0.01% | — | 834 | +534 | New | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 520 | 48 | 0.01% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | No change | 476 | 44 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 469 | 43 | 0.01% | 0.76% | 837 | -22,571 | -97.96% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 469 | 43 | 0.01% | 0.07% | 838 | -2,264 | -82.84% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 449 | 41 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 450 | 41 | 0.01% | 0.01% | 840 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Costello Asset Management, INC | History | No change | 404 | 37 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 365 | 33 | 0.01% | 0.0% | 843 | +95 | 35.19% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 391 | 33 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | New | 340 | 32 | 0.0% | — | 844 | +340 | New | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 353 | 30 | 0.01% | 0.01% | 845 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pacifica Partners Inc. | History | New | 304 | 28 | 0.01% | — | 849 | +304 | New | Q1 2026 | Apr 09, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 303 | 28 | 0.0% | 0.0% | 847 | +213 | 236.67% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 304 | 28 | 0.0% | 0.0% | 846 | +148 | 94.87% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 309 | 28 | 0.02% | 0.02% | 848 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | Added to | 281 | 26 | 0.0% | 0.0% | 850 | +11 | 4.07% | Q1 2026 | Apr 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 294 | 26 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | New | 265 | 24 | 0.0% | — | 854 | +265 | New | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 268 | 24 | 0.0% | 0.0% | 852 | +199 | 288.41% | Q1 2026 | May 08, 2026 |
| Groupe la Francaise | History | No change | 300 | 24 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 252 | 23 | 0.0% | — | 856 | +252 | New | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | No change | 250 | 23 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 227 | 21 | 0.01% | — | 859 | +227 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 235 | 21 | 0.0% | 0.0% | 858 | +200 | 571.43% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 236 | 21 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| United Financial Planning Group LLC | History | New | 226 | 20 | 0.01% | — | 862 | +226 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 222 | 20 | 0.0% | 0.0% | 860 | -102 | -31.48% | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | No change | 217 | 20 | 0.01% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 215 | 19 | 0.06% | — | 863 | +215 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 200 | 18 | 0.0% | 0.02% | 864 | -535 | -72.79% | Q1 2026 | Apr 06, 2026 |
| Portus Wealth Advisors, LLC | History | New | 198 | 18 | 0.02% | — | 865 | +198 | New | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 189 | 16 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 166 | 15 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 155 | 14 | 0.0% | — | 868 | +155 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 150 | 13 | 0.0% | — | 871 | +150 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 150 | 13 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 148 | 13 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Reduced | 139 | 12 | 0.0% | 0.0% | 872 | -11 | -7.33% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 126 | 11 | 0.0% | — | 873 | +126 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 108 | 10 | 0.0% | 0.01% | 874 | -1,915 | -94.66% | Q1 2026 | Apr 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 109 | 10 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthNavi Inc. | History | New | 97,779 | 9 | 0.08% | — | 880 | +97,779 | New | Q1 2026 | Apr 21, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 9 | 0.0% | — | 881 | +100 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 101 | 9 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 98 | 9 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 100 | 9 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 88 | 8 | 0.0% | 0.0% | 882 | -111 | -55.78% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 105 | 8 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 70 | 7 | 0.0% | — | 885 | +70 | New | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 81 | 7 | 0.0% | 0.0% | 884 | +36 | 80.0% | Q1 2026 | May 04, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 75 | 6 | 0.01% | 0.01% | 887 | -75 | -50.0% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 72 | 6 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 73 | 6 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Note Wealth, LLC | History | No change | 70 | 6 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 72 | 6 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 5 | 0.0% | — | 896 | +100 | New | Q1 2026 | May 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 64 | 5 | 0.0% | 0.0% | 892 | +36 | 128.57% | Q1 2026 | Apr 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 55 | 5 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 61 | 5 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Valued Wealth Advisors LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 51 | 4 | 0.0% | 0.0% | 897 | +28 | 121.74% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 49 | 4 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American Capital Advisory, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 38 | 3 | 0.0% | — | 904 | +38 | New | Q1 2026 | May 05, 2026 |
| Sachetta, LLC | History | New | 34 | 3 | 0.0% | — | 905 | +34 | New | Q1 2026 | May 01, 2026 |
| Aspect Partners, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 903 | +20 | 100.0% | Q1 2026 | Apr 02, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 41 | 3 | 0.0% | 0.0% | 901 | +13 | 46.43% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 36 | 3 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Darwin Wealth Management, LLC | History | New | 27 | 2 | 0.0% | — | 909 | +27 | New | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Added to | 20 | 2 | 0.0% | 0.0% | 907 | +3 | 17.65% | Q1 2026 | May 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 32 | 2 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nemes Rush Group LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Networth Advisors, LLC | History | Reduced | 21 | 1 | 0.0% | 0.02% | 912 | -366 | -94.57% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 20 | 1 | 0.0% | — | 914 | +20 | New | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | New | 17 | 1 | 0.0% | — | 913 | +17 | New | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 20 | 1 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PAYDEN & RYGEL | History | Closed out | 0 | 0 | — | 7.67% | — | -1,300,000 | -100.0% | Q1 2026 | May 12, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -720,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -490,467 | -100.0% | Q1 2026 | May 01, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -276,600 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.03% | — | -262,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -198,956 | -100.0% | Q1 2026 | May 15, 2026 |
| Peak Retirement Planning, Inc. | History | Closed out | 0 | 0 | — | 3.56% | — | -178,128 | -100.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -142,121 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Plum Street Advisors, LLC | History | Closed out | 0 | 0 | — | 4.01% | — | -131,780 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.46% | — | -124,169 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -88,670 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 1.61% | — | -87,251 | -100.0% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.38% | — | -79,945 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 6.15% | — | -75,597 | -100.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -56,220 | -100.0% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -54,347 | -100.0% | Q1 2026 | May 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Closed out | 0 | 0 | — | 5.8% | — | -53,459 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -30,543 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -24,853 | -100.0% | Q1 2026 | May 20, 2026 |
| Wealth Management Nebraska | History | Closed out | 0 | 0 | — | 0.24% | — | -24,616 | -100.0% | Q1 2026 | May 15, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.44% | — | -22,458 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,246 | -100.0% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -14,485 | -100.0% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,952 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 0.94% | — | -9,783 | -100.0% | Q1 2026 | Apr 22, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,861 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.06% | — | -8,150 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,106 | -100.0% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,772 | -100.0% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -7,582 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -5,959 | -100.0% | Q1 2026 | May 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,952 | -100.0% | Q1 2026 | May 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,822 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,439 | -100.0% | Q1 2026 | Apr 07, 2026 |
| K2 Financial Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -5,430 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.27% | — | -5,034 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -4,720 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,374 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,950 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,822 | -100.0% | Q1 2026 | May 12, 2026 |
| Kaizen Financial Strategies | History | Closed out | 0 | 0 | — | 0.14% | — | -3,780 | -100.0% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,734 | -100.0% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Closed out | 0 | 0 | — | 0.03% | — | -3,385 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Great Lakes Retirement, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,309 | -100.0% | Q1 2026 | May 06, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.26% | — | -3,233 | -100.0% | Q1 2026 | Apr 02, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,233 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -3,140 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,048 | -100.0% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,034 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -2,992 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,991 | -100.0% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,864 | -100.0% | Q1 2026 | May 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,820 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,795 | -100.0% | Q1 2026 | May 13, 2026 |
| REGIMEN WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,735 | -100.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,639 | -100.0% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -2,582 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,582 | -100.0% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,556 | -100.0% | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -2,445 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,395 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,893 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,657 | -100.0% | Q1 2026 | Apr 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -691 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -354 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q1 2026 | May 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 18, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q1 2026 | May 13, 2026 |
| Eukles Asset Management | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |