iSHARES TRUST - GOVT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 474,769,940 | 10,876,979 | 0.8% | 0.66% | 1 | +80,062,969 | 20.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 213,742,832 | 4,892,573 | 0.31% | 0.28% | 2 | +18,666,004 | 9.57% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 153,894,218 | 3,525,716 | 0.94% | 0.49% | 3 | +81,583,262 | 112.82% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 140,890,662 | 3,227,805 | 0.86% | 0.75% | 4 | +21,803,239 | 18.31% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 75,290,882 | 1,724,914 | 2.33% | 2.18% | 5 | +4,284,387 | 6.03% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 54,704,163 | 1,253,272 | 0.72% | 0.67% | 6 | +1,756,317 | 3.32% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 46,829,856 | 1,196,776 | 1.45% | 0.04% | 7 | +45,186,105 | 2748.96% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 41,052,291 | 940,508 | 0.06% | 0.04% | 8 | +8,504,707 | 26.13% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 26,176,498 | 599,703 | 1.22% | 1.17% | 9 | +1,186,252 | 4.75% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,607,976 | 586,166 | 4.47% | — | 10 | +25,607,976 | New | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 25,520,521 | 584,675 | 0.09% | 0.08% | 11 | +1,843,964 | 7.79% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 23,374,003 | 535,498 | 2.17% | 2.17% | 12 | +338,448 | 1.47% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,955,036 | 521,449 | 1.06% | 0.93% | 13 | -6,652,722 | -22.47% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 22,216,730 | 508,985 | 0.01% | 0.0% | 14 | +9,579,013 | 75.8% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 17,999,984 | 412,379 | 12.67% | 12.88% | 15 | +1,093,272 | 6.47% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,731,742 | 314,594 | 1.21% | — | 16 | +13,731,742 | New | Q1 2026 | May 12, 2026 |
| Jordan Park Group LLC | History | Reduced | 12,517,295 | 286,771 | 15.27% | 25.09% | 17 | -6,290,970 | -33.45% | Q1 2026 | May 11, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 10,483,782 | 240,183 | 14.87% | 14.55% | 18 | -217,710 | -2.03% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 10,135,363 | 232,201 | 0.25% | 0.1% | 19 | +5,995,250 | 144.81% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,932,883 | 227,472 | 1.4% | 1.05% | 20 | +2,332,746 | 30.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,433,589 | 216,123 | 0.03% | 0.02% | 21 | +4,130,625 | 77.89% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 8,321,113 | 190,636 | 0.03% | 0.01% | 22 | +3,620,950 | 77.04% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 8,169,778 | 187,169 | 3.88% | 3.67% | 23 | +696,322 | 9.32% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,965,762 | 182,495 | 1.01% | 0.12% | 24 | +6,536,609 | 457.38% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,903,192 | 180,206 | 0.04% | 0.03% | 25 | +2,952,492 | 59.64% | Q1 2026 | Jul 17, 2026 |
| CWM, LLC | History | Added to | 7,549,432 | 172,957 | 0.45% | 0.07% | 26 | +6,478,078 | 604.66% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,993,963 | 160,231 | 0.79% | 0.79% | 27 | +423,440 | 6.44% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,702,133 | 153,545 | 0.03% | 0.01% | 28 | +4,548,373 | 211.18% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 6,629,343 | 151,878 | 1.32% | 0.11% | 29 | +6,161,410 | 1316.73% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,588,546 | 150,944 | 0.37% | 0.12% | 30 | +4,226,644 | 178.95% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Reduced | 6,350,646 | 145,493 | 0.01% | 0.01% | 31 | -1,045,550 | -14.14% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,218,729 | 142,471 | 0.4% | 0.14% | 32 | +3,738,116 | 150.69% | Q1 2026 | May 04, 2026 |
| Norinchukin Bank, The | History | Reduced | 6,158,350 | 141,087 | 1.65% | 1.68% | 33 | -105,132 | -1.68% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,100,423 | 139,760 | 0.23% | 0.09% | 34 | +3,187,845 | 109.45% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,921,573 | 135,663 | 1.06% | 0.22% | 35 | +4,793,860 | 425.1% | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | Reduced | 5,601,878 | 128,339 | 4.4% | 4.4% | 36 | -13,084 | -0.23% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,406,893 | 123,873 | 0.02% | 0.02% | 37 | +889,525 | 19.69% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,260,410 | 120,516 | 0.9% | 0.47% | 38 | +2,719,338 | 107.02% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,103,565 | 116,922 | 2.4% | 2.32% | 39 | +148,235 | 2.99% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,862,785 | 111,406 | 0.19% | 0.21% | 40 | +101,797 | 2.14% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 4,370,401 | 100,104 | 3.23% | 3.07% | 41 | +544,772 | 14.24% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Reduced | 4,165,548 | 95,432 | 4.18% | 5.38% | 42 | -66,066 | -1.56% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,042,192 | 92,606 | 0.5% | 0.23% | 43 | +2,198,721 | 119.27% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,723,338 | 85,301 | 8.52% | 8.41% | 44 | +169,547 | 4.77% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,695,203 | 84,657 | 0.03% | 0.02% | 45 | +1,022,994 | 38.28% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 3,691,010 | 84,561 | 2.16% | 2.1% | 46 | +164,591 | 4.67% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,646,782 | 83,547 | 0.45% | 0.45% | 47 | +216,100 | 6.3% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,455,968 | 79,175 | 1.33% | 1.32% | 48 | +15,297 | 0.44% | Q1 2026 | May 05, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 3,405,172 | 78,012 | 5.62% | 5.04% | 49 | +194,050 | 6.04% | Q1 2026 | May 15, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 3,370,370 | 77,215 | 0.06% | 0.04% | 50 | +1,003,774 | 42.41% | Q1 2026 | May 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 3,329,569 | 76,280 | 2.52% | 2.25% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,167,395 | 72,559 | 0.14% | 0.1% | 52 | +731,387 | 30.02% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,124,094 | 71,572 | 0.01% | 0.0% | 53 | +2,678,633 | 601.32% | Q1 2026 | May 13, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 2,899,328 | 66,423 | 1.54% | 1.69% | 54 | -159,363 | -5.21% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,838,987 | 65,041 | 0.23% | 0.05% | 55 | +2,203,995 | 347.09% | Q1 2026 | Jun 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,816,353 | 64,524 | 0.09% | 0.08% | 56 | +559,230 | 24.78% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,750,431 | 63,012 | 0.9% | 0.05% | 57 | +2,617,508 | 1969.19% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,518,365 | 57,695 | 0.01% | 0.01% | 58 | +545,574 | 27.65% | Q1 2026 | Jul 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,514,722 | 57,612 | 1.05% | 0.01% | 59 | +2,490,308 | 10200.33% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,444,478 | 56,003 | 0.05% | 0.02% | 60 | +1,576,838 | 181.74% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Added to | 2,352,179 | 53,888 | 1.24% | 0.96% | 61 | +473,092 | 25.18% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,114,726 | 48,448 | 0.21% | 0.18% | 62 | +226,395 | 11.99% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,045,565 | 46,863 | 0.07% | 0.04% | 63 | +861,408 | 72.74% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,990,898 | 45,611 | 11.2% | 11.33% | 64 | -15,960 | -0.8% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 1,956,630 | 45,035 | 0.05% | 0.05% | 65 | +121,809 | 6.64% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,951,668 | 44,712 | 3.54% | 1.32% | 66 | +1,350,535 | 224.66% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,767,949 | 40,504 | 0.1% | 0.07% | 67 | +683,152 | 62.98% | Q1 2026 | Apr 30, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 1,667,429 | 38,200 | 2.83% | 2.82% | 68 | +23,417 | 1.42% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,634,267 | 37,441 | 0.46% | 0.12% | 69 | +1,252,520 | 328.1% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 1,590,125 | 36,429 | 1.08% | 1.11% | 70 | -986 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,566,106 | 35,879 | 0.05% | 0.03% | 71 | +585,493 | 59.71% | Q1 2026 | May 15, 2026 |
| Verum Partners LLC | History | Added to | 1,554,058 | 35,603 | 6.76% | 6.94% | 72 | +59,454 | 3.98% | Q1 2026 | Apr 15, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 342,206 | 34,446 | 60.26% | — | 73 | +342,206 | New | Q1 2026 | May 11, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,502,677 | 34,426 | 1.66% | 1.84% | 74 | -37,831 | -2.46% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 1,447,241 | 33,156 | 3.68% | 3.05% | 75 | +246,853 | 20.56% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,416,524 | 32,452 | 0.38% | 0.44% | 76 | -167,729 | -10.59% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 1,392,227 | 31,895 | 1.29% | 0.03% | 77 | +1,356,201 | 3764.51% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,389,814 | 31,840 | 0.74% | 0.11% | 78 | +1,187,785 | 587.93% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,371,683 | 31,425 | 1.83% | 1.19% | 79 | +494,910 | 56.45% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,350,596 | 30,942 | 0.09% | 0.11% | 80 | -428,624 | -24.09% | Q1 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,313,590 | 30,245 | 0.19% | 0.16% | 81 | +308,320 | 30.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,303,146 | 29,855 | 0.44% | 0.28% | 82 | +527,247 | 67.95% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 1,279,312 | 29,309 | 1.01% | 0.16% | 83 | +1,073,484 | 521.54% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 1,256,244 | 28,780 | 6.2% | 6.04% | 84 | +57,543 | 4.8% | Q1 2026 | Apr 22, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 28,637 | 1.05% | 0.96% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,234,565 | 28,283 | 0.22% | 0.23% | 86 | -12,844 | -1.03% | Q1 2026 | May 01, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,201,622 | 27,529 | 0.2% | 0.21% | 87 | +2,329 | 0.19% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,138,418 | 26,081 | 3.35% | 3.32% | 88 | +23,526 | 2.11% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,133,394 | 25,966 | 0.05% | 0.04% | 89 | +53,969 | 5.0% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,115,125 | 25,547 | 1.13% | 1.12% | 90 | +21,891 | 2.0% | Q1 2026 | Apr 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,111,849 | 25,472 | 2.62% | 2.64% | 91 | +8,911 | 0.81% | Q1 2026 | May 07, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,096,862 | 25,129 | 3.12% | 3.06% | 92 | +23,660 | 2.2% | Q1 2026 | Apr 16, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 1,088,991 | 24,948 | 10.17% | 12.25% | 93 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Added to | 1,062,852 | 24,349 | 0.27% | 0.12% | 94 | +623,262 | 141.78% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,059,639 | 24,262 | 1.68% | 1.17% | 95 | +471,842 | 80.27% | Q1 2026 | May 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,031,632 | 23,552 | 0.4% | 0.24% | 96 | +448,600 | 76.94% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Added to | 1,019,615 | 23,359 | 3.15% | 0.42% | 97 | +876,601 | 612.95% | Q1 2026 | Apr 08, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 1,006,592 | 23,061 | 5.84% | — | 98 | +1,006,592 | New | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 998,208 | 22,868 | 0.7% | 0.17% | 99 | +775,299 | 347.81% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 990,866 | 22,700 | 0.03% | 0.02% | 100 | +299,396 | 43.3% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 960,565 | 22,006 | 0.51% | 0.67% | 101 | +353,742 | 58.29% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 947,519 | 21,707 | 0.11% | 0.17% | 102 | -425,171 | -30.97% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 943,511 | 21,615 | 0.01% | 0.01% | 103 | +372,056 | 65.11% | Q1 2026 | May 07, 2026 |
| Genus Capital Management Inc. | History | Added to | 932,927 | 21,373 | 2.45% | 2.49% | 104 | +4,131 | 0.44% | Q1 2026 | May 01, 2026 |
| Envision Financial Planning, LLC | History | Added to | 927,889 | 21,257 | 7.69% | 7.55% | 105 | +60,512 | 6.98% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 907,504 | 20,777 | 2.85% | 0.32% | 106 | +815,925 | 890.95% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 902,012 | 20,593 | 0.19% | 0.2% | 107 | +74,094 | 8.95% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 897,153 | 20,553 | 0.03% | 0.01% | 108 | +606,264 | 208.42% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Added to | 873,545 | 20,013 | 2.82% | 2.31% | 109 | +28,502 | 3.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 855,364 | 19,596 | 0.45% | 0.49% | 110 | -10,669 | -1.23% | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | Added to | 853,799 | 19,560 | 2.57% | 2.96% | 111 | +323,291 | 60.94% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 848,271 | 19,433 | 0.22% | 0.19% | 112 | +252,357 | 42.35% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 824,415 | 18,887 | 3.18% | 3.06% | 113 | +6,085 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Roberts Financial Services LLC | History | Reduced | 815,856 | 18,691 | 5.94% | 6.69% | 114 | -109,930 | -11.87% | Q1 2026 | Apr 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 808,370 | 18,519 | 1.05% | — | 115 | +808,370 | New | Q1 2026 | Apr 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 799,766 | 18,386 | 1.27% | 0.11% | 116 | +732,464 | 1088.32% | Q1 2026 | Apr 29, 2026 |
| Nationwide Fund Advisors | History | Reduced | 798,801 | 18,300 | 0.8% | 1.11% | 117 | -327,735 | -29.09% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 773,330 | 17,716 | 3.15% | 2.96% | 118 | +67,889 | 9.62% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 771,228 | 17,668 | 0.7% | 0.68% | 119 | +7,184 | 0.94% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | New | 768,174 | 17,598 | 0.25% | — | 120 | +768,174 | New | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 767,645 | 17,586 | 0.08% | 0.06% | 121 | +209,450 | 37.52% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 762,874 | 17,565 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 759,320 | 17,396 | 0.15% | 0.04% | 123 | +522,556 | 220.71% | Q1 2026 | May 13, 2026 |
| Juno Financial Group LLC | History | Added to | 755,358 | 17,305 | 6.78% | 6.72% | 124 | +25,743 | 3.53% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 739,616 | 16,944 | 0.08% | 0.1% | 125 | -57,439 | -7.21% | Q1 2026 | May 04, 2026 |
| Snider Financial Group | History | Added to | 734,182 | 16,820 | 5.08% | 4.18% | 126 | +52,168 | 7.65% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 731,709 | 16,763 | 0.34% | 0.03% | 127 | +672,084 | 1127.18% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 731,365 | 16,755 | 2.42% | 2.31% | 128 | -18,637 | -2.48% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 731,275 | 16,753 | 0.09% | 0.06% | 129 | +287,930 | 64.94% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 677,582 | 15,523 | 0.25% | 0.06% | 130 | +511,942 | 309.07% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 671,704 | 15,388 | 0.31% | 0.29% | 131 | -41,363 | -5.8% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 658,026 | 15,075 | 0.57% | 0.52% | 132 | +40,094 | 6.49% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 653,194 | 14,964 | 0.12% | 0.15% | 133 | +112,937 | 20.9% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 651,472 | 14,925 | 7.71% | 7.19% | 134 | +11,747 | 1.84% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 640,676 | 14,677 | 0.04% | 0.05% | 135 | +21,824 | 3.53% | Q1 2026 | May 15, 2026 |
| Pacific Wealth Management | History | Added to | 630,424 | 14,443 | 7.77% | 6.46% | 136 | +26,339 | 4.36% | Q1 2026 | May 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 628,294 | 14,394 | 2.82% | 2.69% | 137 | +14,807 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 619,790 | 14,199 | 0.26% | 0.27% | 138 | -40,378 | -6.12% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 613,008 | 14,044 | 0.3% | 0.25% | 139 | +103,104 | 20.22% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Added to | 595,685 | 13,647 | 1.74% | 0.7% | 140 | +359,538 | 152.25% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | New | 591,172 | 13,508 | 3.26% | — | 141 | +591,172 | New | Q1 2026 | Apr 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 580,856 | 13,307 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Added to | 577,161 | 13,222 | 6.24% | 1.43% | 143 | +455,553 | 374.61% | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | Added to | 577,011 | 13,219 | 2.35% | 2.24% | 144 | +187,384 | 48.09% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 570,825 | 13,077 | 0.14% | 0.14% | 145 | -7,712 | -1.33% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | Added to | 565,800 | 12,962 | 2.32% | 0.09% | 146 | +541,489 | 2227.34% | Q1 2026 | Apr 22, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 562,027 | 12,876 | 4.66% | 2.43% | 147 | +277,891 | 97.8% | Q1 2026 | Apr 27, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 564,071 | 12,857 | 0.83% | 0.09% | 148 | +502,799 | 820.6% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 551,459 | 12,633 | 0.49% | 0.07% | 149 | +525,826 | 2051.36% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 545,685 | 12,501 | 1.56% | 0.25% | 150 | +456,808 | 513.98% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 531,709 | 12,188 | 0.06% | 0.02% | 151 | +363,756 | 216.58% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 527,899 | 12,094 | 4.26% | 5.12% | 152 | -95,715 | -15.35% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 522,602 | 11,972 | 0.72% | 0.67% | 153 | -873 | -0.17% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 522,510 | 11,970 | 0.07% | 0.1% | 154 | -24,372 | -4.46% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 517,844 | 11,863 | 0.33% | 0.02% | 155 | +487,367 | 1599.13% | Q1 2026 | May 13, 2026 |
| TSA Wealth Managment LLC | History | Added to | 494,332 | 11,325 | 3.66% | 0.73% | 156 | +399,087 | 419.01% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 489,638 | 11,217 | 0.65% | 1.78% | 157 | -897,375 | -64.7% | Q1 2026 | Apr 20, 2026 |
| Seascape Capital Management | History | Reduced | 487,552 | 11,170 | 3.22% | 3.25% | 158 | -8,554 | -1.72% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 486,291 | 11,140 | 0.0% | — | 159 | +486,291 | New | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 485,145 | 11,114 | 0.68% | 1.97% | 160 | -35,132,375 | -98.64% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 476,779 | 10,923 | 1.8% | 1.83% | 161 | -21,646 | -4.34% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Added to | 469,700 | 10,760 | 1.11% | 0.21% | 162 | +370,462 | 373.31% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 466,672 | 10,691 | 0.57% | 0.11% | 163 | +381,046 | 445.01% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 466,217 | 10,681 | 0.82% | 0.74% | 164 | +72,899 | 18.53% | Q1 2026 | Apr 22, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 464,931 | 10,642 | 7.43% | 7.42% | 165 | +47,415 | 11.36% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 452,546 | 10,367 | 0.0% | 0.0% | 166 | +89,222 | 24.56% | Q1 2026 | May 06, 2026 |
| Shepherd Financial Partners LLC | History | New | 450,018 | 10,309 | 0.98% | — | 167 | +450,018 | New | Q1 2026 | May 11, 2026 |
| Phoenix Wealth Advisors | History | Added to | 439,524 | 10,069 | 3.98% | 3.51% | 168 | +42,823 | 10.79% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 435,812 | 9,984 | 0.16% | 0.06% | 169 | +308,169 | 241.43% | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 428,842 | 9,824 | 0.04% | 0.03% | 170 | +60,745 | 16.5% | Q1 2026 | Apr 30, 2026 |
| Westshore Wealth, LLC | History | Added to | 427,882 | 9,802 | 3.44% | 3.1% | 171 | +20,524 | 5.04% | Q1 2026 | May 27, 2026 |
| BARCLAYS PLC | History | Added to | 425,147 | 9,740 | 0.0% | 0.0% | 172 | +360,427 | 556.9% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 413,334 | 9,469 | 0.55% | 0.22% | 173 | +255,830 | 162.43% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 409,401 | 9,379 | 0.12% | 0.1% | 174 | -2,753 | -0.67% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 408,893 | 9,320 | 0.17% | 0.58% | 175 | -130,983 | -24.26% | Q1 2026 | May 01, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 401,593 | 9,200 | 4.95% | 5.31% | 176 | -32,159 | -7.41% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 395,896 | 9,066 | 0.01% | 0.01% | 177 | +4,461 | 1.14% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 385,999 | 8,843 | 0.87% | 0.07% | 178 | +354,236 | 1115.25% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 377,414 | 8,646 | 3.73% | 2.58% | 179 | +100,583 | 36.33% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 375,688 | 8,554 | 0.0% | 0.0% | 180 | +52,907 | 16.39% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 374,000 | 8,517 | 0.11% | 0.13% | 181 | -55,576 | -12.94% | Q1 2026 | May 06, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 369,700 | 8,465 | 0.08% | 0.11% | 182 | -54,458 | -12.84% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | New | 365,979 | 8,384 | 0.96% | — | 183 | +365,979 | New | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 364,775 | 8,356 | 0.1% | 0.02% | 184 | +277,547 | 318.19% | Q1 2026 | Apr 16, 2026 |
| SWP FINANCIAL LLC | History | Added to | 357,087 | 8,180 | 4.17% | 1.04% | 185 | +266,779 | 295.41% | Q1 2026 | Apr 17, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 355,357 | 8,141 | 2.51% | 0.22% | 186 | +324,190 | 1040.17% | Q1 2026 | Apr 13, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 350,378 | 7,999 | 2.95% | 3.55% | 187 | -36,392 | -9.41% | Q1 2026 | Apr 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 344,517 | 7,892 | 3.22% | 1.48% | 188 | +185,890 | 117.19% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 343,710 | 7,874 | 0.25% | 0.25% | 189 | +14,045 | 4.26% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 335,991 | 7,697 | 0.12% | 0.05% | 190 | +196,499 | 140.87% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 333,597 | 7,642 | 0.01% | 0.01% | 191 | +27,420 | 8.96% | Q1 2026 | May 12, 2026 |
| Coign Capital Advisors LLC | History | Added to | 333,544 | 7,641 | 4.01% | 3.93% | 192 | +7,128 | 2.18% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 329,632 | 7,589 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Added to | 326,528 | 7,480 | 0.08% | 0.02% | 194 | +289,850 | 790.26% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | New | 326,220 | 7,473 | 0.82% | — | 195 | +326,220 | New | Q1 2026 | May 07, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 325,172 | 7,449 | 2.68% | — | 196 | +325,172 | New | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 324,769 | 7,440 | 2.84% | 1.54% | 197 | +160,271 | 97.43% | Q1 2026 | Apr 22, 2026 |
| PAX Financial Group, LLC | History | Added to | 322,741 | 7,393 | 1.26% | 0.18% | 198 | +276,782 | 602.24% | Q1 2026 | Apr 27, 2026 |
| Peak Wealth Management LLC | History | Added to | 320,087 | 7,333 | 6.02% | 3.3% | 199 | +148,427 | 86.47% | Q1 2026 | Apr 14, 2026 |
| BEACON FINANCIAL GROUP | History | New | 319,532 | 7,320 | 0.73% | — | 200 | +319,532 | New | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 317,646 | 7,277 | 0.1% | 0.05% | 201 | +173,675 | 120.63% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 311,625 | 7,139 | 0.2% | 0.25% | 202 | -107,804 | -25.7% | Q1 2026 | Apr 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 306,208 | 7,015 | 1.82% | 0.26% | 203 | +262,735 | 604.36% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 304,590 | 6,978 | 0.03% | 0.02% | 204 | +42,654 | 16.28% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 303,697 | 6,957 | 2.3% | 1.2% | 205 | +160,711 | 112.4% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 302,238 | 6,924 | 0.05% | 0.05% | 206 | +34,402 | 12.84% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 302,104 | 6,921 | 5.76% | — | 207 | +302,104 | New | Q1 2026 | Apr 21, 2026 |
| Family Capital Trust Co | History | Added to | 301,969 | 6,915 | 2.5% | 2.27% | 208 | +570 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | Added to | 299,608 | 6,864 | 1.89% | 1.79% | 209 | +53,418 | 21.7% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 297,111 | 6,806 | 0.61% | 0.44% | 210 | -28,975 | -8.89% | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 295,521 | 6,764 | 1.04% | 0.95% | 211 | +34,000 | 13.0% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Services | History | Added to | 294,465 | 6,746 | 1.98% | 0.13% | 212 | +275,265 | 1433.67% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 293,872 | 6,732 | 0.31% | 0.27% | 213 | +27,642 | 10.38% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 291,238 | 6,705 | 0.0% | 0.0% | 214 | +846 | 0.29% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 291,761 | 6,684 | 1.7% | 1.74% | 215 | +23,275 | 8.67% | Q1 2026 | Apr 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 287,722 | 6,591 | 0.07% | 0.02% | 216 | +223,465 | 347.77% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 287,652 | 6,590 | 0.01% | 0.0% | 217 | +271,978 | 1735.22% | Q1 2026 | May 01, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 287,200 | 6,579 | 0.19% | 0.04% | 218 | +232,446 | 424.53% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 279,952 | 6,413 | 0.08% | 0.06% | 219 | +76,130 | 37.35% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Added to | 279,187 | 6,396 | 0.07% | 0.02% | 220 | +217,382 | 351.72% | Q1 2026 | Apr 20, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 278,031 | 6,369 | 2.86% | 0.44% | 221 | +234,994 | 546.03% | Q1 2026 | Apr 28, 2026 |
| Invst, LLC | History | Added to | 277,566 | 6,359 | 0.72% | 0.08% | 222 | +247,103 | 811.16% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 278,491 | 6,355 | 0.5% | 0.23% | 223 | +162,434 | 139.96% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 277,323 | 6,353 | 0.17% | 0.01% | 224 | +255,161 | 1151.34% | Q1 2026 | May 14, 2026 |
| True Vision MN LLC | History | Added to | 276,957 | 6,345 | 3.27% | 0.52% | 225 | +232,587 | 524.2% | Q1 2026 | Apr 16, 2026 |
| Pettinga Financial Advisors LLC | History | New | 270,506 | 6,197 | 1.17% | — | 226 | +270,506 | New | Q1 2026 | Apr 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 269,727 | 6,179 | 1.55% | 0.09% | 227 | +254,145 | 1631.02% | Q1 2026 | May 05, 2026 |
| Center For Asset Management LLC | History | Added to | 264,363 | 6,056 | 3.01% | 3.02% | 228 | +13,209 | 5.26% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 256,529 | 5,906 | 1.2% | 1.2% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Group LLC | History | Added to | 248,034 | 5,682 | 0.71% | 0.06% | 230 | +227,595 | 1113.53% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 247,344 | 5,666 | 0.1% | 0.05% | 231 | +138,798 | 127.87% | Q1 2026 | Apr 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 247,033 | 5,659 | 4.2% | 0.47% | 232 | +194,117 | 366.84% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | Added to | 246,398 | 5,644 | 0.43% | 0.09% | 233 | +222,719 | 940.58% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | New | 245,567 | 5,638 | 0.77% | — | 234 | +245,567 | New | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 245,093 | 5,615 | 2.32% | 0.25% | 235 | +218,524 | 822.48% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 241,957 | 5,538 | 0.2% | 0.13% | 236 | +94,717 | 64.33% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 240,115 | 5,501 | 0.31% | 0.09% | 237 | +172,561 | 255.44% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 235,512 | 5,395 | 0.39% | 0.33% | 238 | +30,165 | 14.69% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 234,248 | 5,366 | 2.13% | 2.05% | 239 | +14,390 | 6.55% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 227,407 | 5,209 | 0.01% | 0.01% | 240 | -68,577 | -23.17% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 227,028 | 5,201 | 0.73% | 0.08% | 241 | +200,823 | 766.35% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 224,405 | 5,141 | 0.01% | 0.01% | 242 | +1,305 | 0.58% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 221,566 | 5,076 | 0.0% | 0.0% | 243 | +5,407 | 2.5% | Q1 2026 | Apr 30, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 219,377 | 5,025 | 0.8% | 0.75% | 244 | +6,481 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 218,426 | 5,004 | 0.26% | 0.11% | 245 | +128,353 | 142.5% | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 217,888 | 4,991 | 0.62% | 0.16% | 246 | +163,087 | 297.6% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 216,094 | 4,950 | 0.06% | 0.02% | 247 | +151,181 | 232.9% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 215,981 | 4,941 | 1.37% | 1.37% | 248 | +11,874 | 5.82% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 215,411 | 4,935 | 0.16% | 0.15% | 249 | +12,630 | 6.23% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 215,272 | 4,931 | 0.01% | 0.0% | 250 | +86,103 | 66.66% | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 214,352 | 4,910 | 0.67% | 0.69% | 251 | -129 | -0.06% | Q1 2026 | Apr 23, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 212,434 | 4,866 | 4.57% | 0.48% | 252 | +188,563 | 789.93% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 211,142 | 4,837 | 0.12% | 0.04% | 253 | +146,769 | 228.0% | Q1 2026 | Apr 07, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 210,895 | 4,831 | 4.56% | 4.72% | 254 | -3,424 | -1.6% | Q1 2026 | Apr 10, 2026 |
| West Wealth Group, LLC | History | Added to | 210,862 | 4,830 | 0.95% | 0.11% | 255 | +188,574 | 846.08% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 210,751 | 4,828 | 0.65% | 0.65% | 256 | +1,605 | 0.77% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 210,568 | 4,824 | 0.84% | 0.83% | 257 | +5,463 | 2.66% | Q1 2026 | Apr 23, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Reduced | 209,805 | 4,806 | 2.21% | 3.13% | 258 | -85,729 | -29.01% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 205,143 | 4,700 | 0.09% | 0.09% | 259 | -3,264 | -1.57% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | New | 203,279 | 4,657 | 0.64% | — | 260 | +203,279 | New | Q1 2026 | Apr 21, 2026 |
| Storen Legacy Partners, LLC | History | New | 201,765 | 4,622 | 1.45% | — | 261 | +201,765 | New | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 199,493 | 4,570 | 0.51% | 0.11% | 262 | +155,238 | 350.78% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 198,436 | 4,546 | 0.11% | 0.04% | 263 | +133,048 | 203.47% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 192,937 | 4,420 | 0.4% | 0.03% | 264 | +179,049 | 1289.24% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 192,457 | 4,409 | 0.01% | 0.0% | 265 | +57,184 | 42.27% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 192,211 | 4,403 | 1.31% | 1.31% | 266 | +3,904 | 2.07% | Q1 2026 | May 06, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 191,740 | 4,392 | 3.72% | 3.43% | 267 | -896 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Shira Ridge Wealth Management | History | Added to | 189,693 | 4,345 | 1.72% | 1.44% | 268 | +34,065 | 21.89% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 189,239 | 4,335 | 0.06% | 0.09% | 269 | -56,672 | -23.05% | Q1 2026 | Apr 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | New | 189,071 | 4,331 | 1.35% | — | 270 | +189,071 | New | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Added to | 187,599 | 4,297 | 1.23% | 0.87% | 271 | +52,313 | 38.67% | Q1 2026 | Apr 24, 2026 |
| Daviman Financial, LLC | History | Added to | 186,721 | 4,277 | 2.53% | 0.32% | 272 | +163,249 | 695.51% | Q1 2026 | Apr 23, 2026 |
| Stonekeep Investments, LLC | History | Added to | 186,044 | 4,262 | 2.76% | 2.69% | 273 | +3,480 | 1.91% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 185,957 | 4,260 | 0.04% | 0.04% | 274 | -2,810 | -1.49% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 183,334 | 4,200 | 0.33% | 0.07% | 275 | +146,726 | 400.8% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 182,914 | 4,190 | 0.43% | 0.42% | 276 | +9,266 | 5.34% | Q1 2026 | Apr 13, 2026 |
| Olde Wealth Management, LLC | History | Added to | 182,754 | 4,186 | 1.32% | 1.26% | 277 | +4,785 | 2.69% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 182,614 | 4,183 | 0.37% | 0.33% | 278 | +17,968 | 10.91% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 181,934 | 4,168 | 0.51% | 0.04% | 279 | +166,720 | 1095.83% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 180,884 | 4,118 | 0.05% | 0.03% | 280 | +90,800 | 100.79% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 178,434 | 4,108 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 178,635 | 4,092 | 0.15% | 0.14% | 282 | +10,861 | 6.47% | Q1 2026 | Apr 20, 2026 |
| Bull Oak Capital, LLC | History | Added to | 178,587 | 4,091 | 1.57% | 1.46% | 283 | +22,840 | 14.66% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 177,525 | 4,067 | 1.02% | 0.53% | 284 | +98,371 | 124.28% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 177,377 | 4,063 | 1.17% | 0.18% | 285 | +150,517 | 560.38% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 176,815 | 4,050 | 1.22% | 0.35% | 286 | +126,029 | 248.16% | Q1 2026 | Apr 20, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 173,960 | 3,985 | 2.61% | 2.55% | 287 | +2,870 | 1.68% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | New | 172,779 | 3,958 | 0.9% | — | 288 | +172,779 | New | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 171,629 | 3,932 | 0.01% | 0.01% | 289 | +9,436 | 5.82% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 171,555 | 3,930 | 0.96% | 0.95% | 290 | +9,991 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 170,653 | 3,909 | 1.61% | 1.68% | 291 | -6,797 | -3.83% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 166,142 | 3,776 | 0.5% | 0.12% | 292 | +134,002 | 416.93% | Q1 2026 | May 06, 2026 |
| Midwest Capital Advisors, LLC | History | New | 161,752 | 3,705 | 1.73% | — | 293 | +161,752 | New | Q1 2026 | Apr 24, 2026 |
| Bedminster, LLC | History | New | 161,302 | 3,695 | 3.44% | — | 294 | +161,302 | New | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 160,418 | 3,675 | 0.2% | 0.2% | 295 | -8 | -0.0% | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | Added to | 160,391 | 3,671 | 2.57% | 0.34% | 296 | +142,942 | 819.2% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 160,083 | 3,667 | 0.01% | 0.0% | 297 | +141,448 | 759.04% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 159,946 | 3,661 | 0.04% | 0.03% | 298 | +32,024 | 25.03% | Q1 2026 | Apr 29, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 159,553 | 3,655 | 0.37% | 0.4% | 299 | -1,570 | -0.97% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 159,443 | 3,647 | 0.11% | 0.07% | 300 | +17,410 | 12.26% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 159,125 | 3,645 | 0.04% | 0.04% | 301 | +1,296 | 0.82% | Q1 2026 | Apr 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 158,639 | 3,634 | 2.12% | 2.03% | 302 | +16,507 | 11.61% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 157,684 | 3,612 | 0.17% | 0.04% | 303 | +122,173 | 344.04% | Q1 2026 | Apr 30, 2026 |
| NOVEM GROUP | History | Added to | 156,713 | 3,590 | 0.41% | 0.4% | 304 | +6,615 | 4.41% | Q1 2026 | Apr 10, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 156,418 | 3,583 | 2.78% | 4.2% | 305 | -67,156 | -30.04% | Q1 2026 | Apr 07, 2026 |
| Twele Capital Management, Inc. | History | Added to | 156,171 | 3,577 | 0.64% | 0.63% | 306 | +2,985 | 1.95% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 156,058 | 3,575 | 0.06% | 0.02% | 307 | +116,073 | 290.29% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 154,942 | 3,549 | 0.2% | — | 308 | +154,942 | New | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | Added to | 150,426 | 3,446 | 1.36% | 0.24% | 309 | +124,403 | 478.05% | Q1 2026 | Apr 13, 2026 |
| Roan Capital Partners | History | New | 149,220 | 3,418 | 3.16% | — | 310 | +149,220 | New | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 146,858 | 3,364 | 1.86% | 1.63% | 311 | +35,433 | 31.8% | Q1 2026 | May 11, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 144,851 | 3,318 | 1.16% | 0.14% | 312 | +126,764 | 700.86% | Q1 2026 | May 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 144,555 | 3,311 | 1.64% | 0.19% | 313 | +128,700 | 811.73% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 143,267 | 3,282 | 0.45% | 1.53% | 314 | -315,067 | -68.74% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 142,408 | 3,262 | 0.07% | 0.02% | 315 | +88,378 | 163.57% | Q1 2026 | May 07, 2026 |
| Range Financial Group LLC | History | Added to | 141,673 | 3,245 | 1.09% | 0.37% | 316 | +95,133 | 204.41% | Q1 2026 | Apr 30, 2026 |
| Keebeck Wealth Management | History | Added to | 141,240 | 3,235 | 0.36% | 0.03% | 317 | +131,197 | 1306.35% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | New | 140,981 | 3,229 | 1.36% | — | 318 | +140,981 | New | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 140,146 | 3,210 | 0.0% | 0.0% | 319 | +51,810 | 58.65% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 139,489 | 3,195 | 0.47% | 0.53% | 320 | -11,540 | -7.64% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | Added to | 137,353 | 3,146 | 0.5% | 0.04% | 321 | +125,744 | 1083.16% | Q1 2026 | May 27, 2026 |
| Shelter Mutual Insurance Co | History | Reduced | 136,932 | 3,137 | 0.7% | 0.71% | 322 | -688 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 134,467 | 3,080 | 2.56% | 1.07% | 323 | +78,725 | 141.23% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 133,518 | 3,058 | 1.02% | 1.01% | 324 | +1,127 | 0.85% | Q1 2026 | May 05, 2026 |
| AtlasMark Financial, Inc | History | No change | 132,647 | 3,054 | 1.97% | 1.97% | 325 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 129,802 | 2,973 | 0.46% | — | 327 | +129,802 | New | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 129,800 | 2,973 | 0.0% | — | 326 | +129,800 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 129,551 | 2,968 | 0.05% | 0.04% | 328 | +50,977 | 64.88% | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 128,790 | 2,950 | 2.23% | 0.9% | 329 | +82,115 | 175.93% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 128,026 | 2,933 | 0.2% | 0.21% | 330 | -6,665 | -4.95% | Q1 2026 | Apr 10, 2026 |
| Cheviot Value Management, LLC | History | Added to | 125,050 | 2,864 | 0.29% | 0.13% | 331 | +68,308 | 120.38% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 124,470 | 2,852 | 0.0% | 0.0% | 332 | -294 | -0.24% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 124,309 | 2,847 | 0.04% | 0.04% | 333 | +17,295 | 16.16% | Q1 2026 | Apr 08, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 122,776 | 2,812 | 0.55% | 0.08% | 334 | +108,411 | 754.69% | Q1 2026 | May 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 121,386 | 2,780 | 1.58% | — | 335 | +121,386 | New | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 119,458 | 2,736 | 0.39% | 0.41% | 336 | -1,671 | -1.38% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 118,125 | 2,706 | 0.1% | 0.1% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 115,610 | 2,648 | 0.87% | — | 338 | +115,610 | New | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 114,631 | 2,626 | 1.51% | 1.49% | 339 | +2,091 | 1.86% | Q1 2026 | May 01, 2026 |
| Lansing Street Advisors | History | New | 114,252 | 2,617 | 0.66% | — | 340 | +114,252 | New | Q1 2026 | Apr 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 110,478 | 2,531 | 0.91% | — | 341 | +110,478 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 110,338 | 2,527 | 0.18% | 0.02% | 342 | +97,682 | 771.82% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Added to | 109,725 | 2,513 | 0.52% | 0.5% | 343 | +2,857 | 2.67% | Q1 2026 | May 05, 2026 |
| a16z Perennial Management, L.P. | History | New | 108,847 | 2,493 | 0.21% | — | 344 | +108,847 | New | Q1 2026 | May 11, 2026 |
| Western Financial Corp/CA | History | Added to | 108,473 | 2,485 | 0.97% | 0.9% | 345 | +10,401 | 10.61% | Q1 2026 | Apr 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 107,830 | 2,470 | 0.4% | 0.29% | 346 | +33,889 | 45.83% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 107,747 | 2,468 | 0.0% | 0.0% | 347 | +8,446 | 8.51% | Q1 2026 | May 08, 2026 |
| Altiora Financial Group, LLC | History | Added to | 106,775 | 2,446 | 0.4% | 0.42% | 348 | +300 | 0.28% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 105,288 | 2,412 | 0.08% | 0.07% | 349 | +19,630 | 22.92% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | Added to | 104,831 | 2,401 | 0.55% | 0.39% | 350 | +35,211 | 50.58% | Q1 2026 | May 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 104,397 | 2,391 | 1.42% | 1.11% | 351 | +25,161 | 31.75% | Q1 2026 | Apr 23, 2026 |
| Cadia Private Client LLC | History | Reduced | 104,382 | 2,391 | 1.94% | 2.14% | 352 | -12,958 | -11.04% | Q1 2026 | May 20, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 104,880 | 2,388 | 1.21% | — | 353 | +104,880 | New | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 104,093 | 2,384 | 0.05% | 0.03% | 354 | +46,218 | 79.86% | Q1 2026 | Apr 15, 2026 |
| Blue Edge Capital, LLC | History | Added to | 103,256 | 2,365 | 0.31% | 0.31% | 355 | +4,064 | 4.1% | Q1 2026 | Jun 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 102,828 | 2,355 | 0.03% | 0.03% | 356 | +1,273 | 1.25% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 102,774 | 2,354 | 0.02% | 0.03% | 357 | -240 | -0.23% | Q1 2026 | May 06, 2026 |
| Oxinas Partners, LLC | History | New | 102,480 | 2,347 | 1.07% | — | 358 | +102,480 | New | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 101,061 | 2,315 | 0.05% | 0.01% | 359 | +74,424 | 279.4% | Q1 2026 | Apr 13, 2026 |
| WESBANCO BANK INC | History | No change | 100,424 | 2,300 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 99,918 | 2,286 | 1.0% | 0.2% | 361 | +79,211 | 382.53% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 97,622 | 2,247 | 0.4% | 0.4% | 362 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group | History | Added to | 96,979 | 2,221 | 0.15% | 0.03% | 363 | +79,857 | 466.4% | Q1 2026 | May 13, 2026 |
| Avondale Wealth Management | History | Added to | 96,782 | 2,217 | 1.09% | 0.9% | 364 | +20,595 | 27.03% | Q1 2026 | Apr 14, 2026 |
| DMC Group, LLC | History | Added to | 96,712 | 2,215 | 1.5% | 1.44% | 365 | +2,818 | 3.0% | Q1 2026 | Apr 30, 2026 |
| IFS Group,LLC | History | New | 96,278 | 2,205 | 1.96% | — | 366 | +96,278 | New | Q1 2026 | May 18, 2026 |
| Asempa Wealth Advisors | History | Added to | 95,988 | 2,191 | 1.91% | 1.22% | 367 | +34,443 | 55.96% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Added to | 94,948 | 2,175 | 0.33% | 0.0% | 368 | +94,048 | 10449.78% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 94,657 | 2,168 | 1.1% | 0.16% | 369 | +81,459 | 617.21% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 94,490 | 2,164 | 0.17% | 0.17% | 370 | +5,414 | 6.08% | Q1 2026 | May 05, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 93,577 | 2,143 | 0.8% | 0.8% | 371 | -2,447 | -2.55% | Q1 2026 | Apr 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 92,923 | 2,128 | 0.02% | 0.02% | 372 | +24,806 | 36.42% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 92,057 | 2,109 | 0.19% | 0.17% | 373 | +28,852 | 45.65% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 91,769 | 2,102 | 0.08% | 0.08% | 374 | +1,761 | 1.96% | Q1 2026 | May 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 91,484 | 2,095 | 0.76% | 0.72% | 375 | -1,404 | -1.51% | Q1 2026 | Apr 10, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 91,250 | 2,090 | 0.94% | 0.77% | 376 | +10,516 | 13.03% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 90,928 | 2,083 | 0.01% | — | 377 | +90,928 | New | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 90,703 | 2,076 | 0.12% | 0.12% | 378 | +952 | 1.06% | Q1 2026 | Apr 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 89,772 | 2,056 | 0.81% | 0.14% | 379 | +75,038 | 509.28% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 89,484 | 2,050 | 0.25% | 0.03% | 380 | +77,645 | 655.84% | Q1 2026 | Jun 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 89,032 | 2,039 | 0.14% | 0.06% | 381 | +52,371 | 142.85% | Q1 2026 | May 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 88,781 | 2,033 | 0.01% | 0.02% | 382 | -9,022 | -9.22% | Q1 2026 | May 15, 2026 |
| Town Capital LLC | History | Added to | 88,286 | 2,022 | 1.64% | 0.16% | 383 | +79,538 | 909.21% | Q1 2026 | Jun 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 88,227 | 2,021 | 0.0% | 0.0% | 384 | -94,574 | -51.74% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Added to | 85,079 | 1,949 | 0.33% | 0.3% | 385 | +7,033 | 9.01% | Q1 2026 | May 07, 2026 |
| National Wealth Management Group, LLC | History | Added to | 84,830 | 1,943 | 0.72% | 0.38% | 386 | +37,509 | 79.27% | Q1 2026 | May 11, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 84,529 | 1,936 | 0.45% | 0.37% | 387 | +19,345 | 29.68% | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Added to | 83,897 | 1,922 | 0.24% | 0.06% | 388 | +61,770 | 279.16% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 83,552 | 1,914 | 0.09% | 0.21% | 389 | -110,099 | -56.85% | Q1 2026 | May 12, 2026 |
| Jordan Park Trust Co LLC | History | No change | 82,886 | 1,898 | 1.45% | 1.31% | 390 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 82,583 | 1,891 | 0.82% | — | 391 | +82,583 | New | Q1 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 82,463 | 1,889 | 0.1% | 0.1% | 392 | -696 | -0.84% | Q1 2026 | Apr 17, 2026 |
| Austin Private Wealth, LLC | History | No change | 81,784 | 1,883 | 0.14% | 0.14% | 393 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Added to | 81,557 | 1,868 | 0.42% | 0.13% | 394 | +55,136 | 208.68% | Q1 2026 | Apr 10, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 81,048 | 1,856 | 1.66% | 1.48% | 395 | +8,528 | 11.76% | Q1 2026 | Apr 29, 2026 |
| Optas, LLC | History | Added to | 80,840 | 1,852 | 0.28% | 0.16% | 396 | +36,882 | 83.9% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 80,233 | 1,838 | 0.22% | 0.23% | 397 | +2,087 | 2.67% | Q1 2026 | Apr 08, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 79,857 | 1,829 | 0.68% | 0.08% | 398 | +70,330 | 738.22% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 79,756 | 1,827 | 0.14% | 0.05% | 399 | +49,188 | 160.91% | Q1 2026 | Apr 08, 2026 |
| Advisor OS, LLC | History | Added to | 79,025 | 1,810 | 0.13% | 0.15% | 400 | +161 | 0.2% | Q1 2026 | May 07, 2026 |
| High Falls Advisors, Inc | History | No change | 78,546 | 1,808 | 0.37% | 0.37% | 401 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 78,613 | 1,801 | 0.21% | 0.18% | 402 | +10,242 | 14.98% | Q1 2026 | May 06, 2026 |
| WealthPLAN Partners, LLC | History | New | 78,580 | 1,800 | 0.35% | — | 403 | +78,580 | New | Q1 2026 | Apr 29, 2026 |
| J.M. Arbour, LLC | History | New | 78,536 | 1,799 | 1.73% | — | 405 | +78,536 | New | Q1 2026 | Apr 21, 2026 |
| Catalyst Investment Management LLC | History | New | 78,282 | 1,799 | 1.99% | — | 404 | +78,282 | New | Q1 2026 | Apr 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 78,223 | 1,792 | 1.78% | — | 406 | +78,223 | New | Q1 2026 | Apr 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 78,048 | 1,788 | 0.56% | 0.13% | 407 | +59,904 | 330.16% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 77,891 | 1,784 | 0.03% | 0.04% | 408 | -14,973 | -16.12% | Q1 2026 | Jun 02, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 77,843 | 1,783 | 0.24% | 0.27% | 409 | -3,169 | -3.91% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 76,409 | 1,750 | 0.13% | 0.09% | 410 | +20,640 | 37.01% | Q1 2026 | May 20, 2026 |
| One Capital Management, LLC | History | Added to | 76,335 | 1,748 | 0.05% | 0.04% | 411 | +21,629 | 39.54% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 74,462 | 1,705 | 1.02% | 0.93% | 412 | +4,413 | 6.3% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 74,347 | 1,703 | 0.1% | — | 413 | +74,347 | New | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS | History | Added to | 74,283 | 1,701 | 0.05% | 0.05% | 414 | +5,467 | 7.94% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | Reduced | 73,631 | 1,686 | 0.11% | 0.2% | 415 | -72,782 | -49.71% | Q1 2026 | May 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 73,318 | 1,679 | 0.04% | 0.11% | 416 | -142,973 | -66.1% | Q1 2026 | May 15, 2026 |
| Bull Harbor Capital LLC | History | New | 72,552 | 1,662 | 0.45% | — | 417 | +72,552 | New | Q1 2026 | May 18, 2026 |
| Cosner Financial Group, LLC | History | No change | 72,312 | 1,656 | 0.91% | 0.85% | 418 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 72,332 | 1,655 | 1.41% | 2.0% | 419 | -29,406 | -28.9% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 71,879 | 1,646 | 0.09% | 0.07% | 420 | +19,646 | 37.61% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 71,539 | 1,638 | 0.07% | 0.08% | 421 | -24,086 | -25.19% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 71,135 | 1,629 | 0.36% | 0.35% | 422 | +6,639 | 10.29% | Q1 2026 | Apr 22, 2026 |
| Collier Financial | History | Added to | 69,543 | 1,593 | 1.21% | 1.13% | 423 | +3,956 | 6.03% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 69,248 | 1,586 | 0.03% | 0.03% | 424 | -537 | -0.77% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Added to | 66,935 | 1,533 | 0.05% | 0.04% | 425 | +15,365 | 29.79% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 66,512 | 1,523 | 0.35% | 0.36% | 426 | -626 | -0.93% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 65,967 | 1,511 | 0.06% | — | 427 | +65,967 | New | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Reduced | 65,575 | 1,501 | 0.49% | 0.53% | 428 | -3,727 | -5.38% | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 65,353 | 1,497 | 0.19% | 0.2% | 429 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 65,014 | 1,489 | 0.13% | 0.12% | 430 | +2,979 | 4.8% | Q1 2026 | Apr 07, 2026 |
| Marks Group Wealth Management, Inc | History | New | 64,857 | 1,485 | 0.14% | — | 431 | +64,857 | New | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | New | 64,262 | 1,472 | 0.23% | — | 432 | +64,262 | New | Q1 2026 | May 06, 2026 |
| Inspire Advisors, LLC | History | Added to | 63,757 | 1,460 | 0.12% | 0.09% | 433 | +19,311 | 43.45% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 63,237 | 1,448 | 0.11% | 0.1% | 434 | -766 | -1.2% | Q1 2026 | Apr 13, 2026 |
| Bank of Marin | History | Reduced | 63,141 | 1,446 | 1.06% | 1.02% | 435 | -843 | -1.32% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Added to | 62,678 | 1,439 | 0.36% | 0.08% | 436 | +47,888 | 323.79% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 61,931 | 1,418 | 0.01% | 0.01% | 437 | +381 | 0.62% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 61,452 | 1,407 | 0.3% | 0.05% | 438 | +51,825 | 538.33% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 61,371 | 1,406 | 0.08% | 0.08% | 439 | +5,683 | 10.21% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 61,349 | 1,405 | 0.1% | 0.05% | 440 | +33,531 | 120.54% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 61,042 | 1,398 | 0.08% | 0.07% | 441 | +5,035 | 8.99% | Q1 2026 | Apr 30, 2026 |
| Dentgroup LLC | History | No change | 60,728 | 1,398 | 0.96% | 0.96% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TME FINANCIAL, INC. | History | Added to | 60,807 | 1,393 | 0.97% | 0.79% | 443 | +11,844 | 24.19% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | Reduced | 60,721 | 1,391 | 0.67% | 0.69% | 444 | -1,383 | -2.23% | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | New | 60,308 | 1,381 | 1.16% | — | 445 | +60,308 | New | Q1 2026 | Jun 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 60,188 | 1,378 | 0.05% | 0.02% | 447 | +13,644 | 29.31% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 60,179 | 1,378 | 0.0% | 0.0% | 446 | -6,004 | -9.07% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 59,584 | 1,365 | 0.07% | 0.08% | 448 | -8,429 | -12.39% | Q1 2026 | May 05, 2026 |
| May Hill Capital, LLC | History | New | 59,496 | 1,363 | 0.34% | — | 449 | +59,496 | New | Q1 2026 | May 06, 2026 |
| ESL Trust Services, LLC | History | New | 58,990 | 1,351 | 0.26% | — | 450 | +58,990 | New | Q1 2026 | May 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 58,169 | 1,332 | 0.04% | 0.01% | 451 | +48,578 | 506.5% | Q1 2026 | May 07, 2026 |
| Farmers National Bank | History | Added to | 58,081 | 1,330 | 0.29% | 0.3% | 452 | +443 | 0.77% | Q1 2026 | Jun 08, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | New | 57,748 | 1,323 | 0.72% | — | 453 | +57,748 | New | Q1 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | Reduced | 57,545 | 1,318 | 0.0% | 0.0% | 454 | -1,232 | -2.1% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 57,444 | 1,316 | 0.04% | 0.01% | 455 | +42,026 | 272.58% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Management, Inc. | History | New | 56,532 | 1,295 | 0.44% | — | 456 | +56,532 | New | Q1 2026 | Apr 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 56,408 | 1,292 | 0.31% | 0.13% | 457 | +31,812 | 129.34% | Q1 2026 | Apr 20, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 56,217 | 1,287 | 0.07% | 0.07% | 458 | +7,150 | 14.57% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 56,021 | 1,283 | 0.0% | 0.0% | 459 | +2,621 | 4.91% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 55,408 | 1,268 | 0.08% | — | 460 | +55,408 | New | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 54,668 | 1,252 | 0.38% | 0.12% | 461 | +30,816 | 129.2% | Q1 2026 | May 12, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 54,639 | 1,251 | 0.2% | — | 462 | +54,639 | New | Q1 2026 | Apr 09, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 54,423 | 1,246 | 0.29% | 0.29% | 463 | -431 | -0.79% | Q1 2026 | Apr 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 53,967 | 1,236 | 1.09% | 1.15% | 464 | -1,637 | -2.94% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 53,563 | 1,227 | 0.05% | 0.04% | 465 | +17,997 | 50.6% | Q1 2026 | Jun 18, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 53,017 | 1,214 | 0.1% | 0.03% | 466 | +36,732 | 225.56% | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 52,792 | 1,209 | 0.53% | 0.22% | 467 | +32,383 | 158.67% | Q1 2026 | May 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 51,921 | 1,189 | 0.01% | 0.16% | 468 | -472,421 | -90.1% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | New | 52,111 | 1,187 | 0.63% | — | 469 | +52,111 | New | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Reduced | 51,532 | 1,180 | 0.05% | 0.06% | 470 | -1,342 | -2.54% | Q1 2026 | Apr 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 51,436 | 1,178 | 1.24% | 1.02% | 471 | +27,984 | 119.32% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 49,616 | 1,136 | 0.02% | 0.02% | 472 | +2,148 | 4.53% | Q1 2026 | May 12, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 48,806 | 1,118 | 0.34% | — | 473 | +48,806 | New | Q1 2026 | Apr 28, 2026 |
| RDA Financial Network | History | New | 48,642 | 1,114 | 0.28% | — | 474 | +48,642 | New | Q1 2026 | Apr 08, 2026 |
| Clarendon Private LLC | History | Reduced | 48,596 | 1,113 | 0.85% | 0.99% | 475 | -2,036 | -4.02% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 47,848 | 1,096 | 0.25% | 0.08% | 476 | +32,848 | 218.99% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 47,734 | 1,093 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 47,509 | 1,088 | 0.4% | 0.1% | 478 | +35,605 | 299.1% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 47,411 | 1,086 | 0.05% | 0.05% | 479 | -2,539 | -5.08% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 47,202 | 1,081 | 0.03% | 0.03% | 480 | +3,956 | 9.15% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 46,750 | 1,071 | 0.04% | 0.05% | 481 | -556 | -1.18% | Q1 2026 | May 07, 2026 |
| Cassilly Financial Group LLC | History | Added to | 46,554 | 1,066 | 0.93% | 0.83% | 482 | +5,608 | 13.7% | Q1 2026 | Apr 10, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 46,392 | 1,062 | 0.35% | — | 483 | +46,392 | New | Q1 2026 | May 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 46,286 | 1,060 | 0.16% | 0.17% | 484 | +266 | 0.58% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 47,177 | 1,055 | 0.0% | 0.0% | 485 | -56,599 | -54.54% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 46,033 | 1,054 | 0.01% | 0.02% | 486 | -2,579 | -5.31% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Reduced | 45,441 | 1,041 | 0.54% | 0.48% | 487 | -29,061 | -39.01% | Q1 2026 | Apr 20, 2026 |
| Polaris Investment Advisors, LLC | History | New | 45,313 | 1,038 | 0.76% | — | 488 | +45,313 | New | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 45,238 | 1,036 | 0.03% | 0.02% | 489 | +13,282 | 41.56% | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 45,163 | 1,033 | 0.13% | 0.04% | 490 | +32,968 | 270.34% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 44,360 | 1,016 | 0.04% | 0.04% | 491 | +2,071 | 4.9% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 44,300 | 1,014 | 0.01% | 0.01% | 492 | -559 | -1.25% | Q1 2026 | May 08, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 43,976 | 1,007 | 1.82% | 2.25% | 493 | -11,786 | -21.14% | Q1 2026 | Apr 23, 2026 |
| Argent Trust Co | History | New | 43,823 | 1,003 | 0.03% | — | 494 | +43,823 | New | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 43,962 | 997 | 0.03% | 0.01% | 495 | +32,316 | 277.49% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 43,453 | 995 | 0.05% | 0.05% | 496 | +4,000 | 10.14% | Q1 2026 | Apr 24, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 43,465 | 995 | 0.63% | 0.67% | 497 | +449 | 1.04% | Q1 2026 | Apr 27, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 43,195 | 989 | 0.09% | — | 498 | +43,195 | New | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 42,952 | 984 | 0.25% | 0.27% | 499 | -6,443 | -13.04% | Q1 2026 | Apr 30, 2026 |
| Clifford Group, LLC | History | Added to | 42,691 | 978 | 0.75% | 0.74% | 500 | +1,197 | 2.88% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 42,600 | 975 | 0.87% | 0.95% | 501 | -5,389 | -11.23% | Q1 2026 | Apr 16, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 41,938 | 960 | 0.38% | 0.36% | 502 | +137 | 0.33% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Added to | 41,758 | 956 | 0.01% | 0.01% | 503 | +4,724 | 12.76% | Q1 2026 | May 11, 2026 |
| Concorde Asset Management, LLC | History | Added to | 41,552 | 951 | 0.47% | 0.14% | 504 | +25,870 | 164.97% | Q1 2026 | Jun 01, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 40,716 | 932 | 0.29% | 0.29% | 505 | +166 | 0.41% | Q1 2026 | May 19, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 40,082 | 918 | 0.01% | 0.01% | 506 | -3,465 | -7.96% | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 40,038 | 917 | 0.58% | 0.05% | 507 | +36,363 | 989.47% | Q1 2026 | Apr 07, 2026 |
| Empirical Asset Management, LLC | History | Added to | 39,800 | 911 | 0.24% | 0.18% | 508 | +12,394 | 45.22% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 39,715 | 909 | 0.02% | 0.02% | 509 | +77 | 0.19% | Q1 2026 | May 01, 2026 |
| Pines Wealth Management, LLC | History | Added to | 38,986 | 893 | 0.29% | 0.29% | 510 | +270 | 0.7% | Q1 2026 | Apr 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 38,968 | 892 | 0.3% | 0.09% | 511 | +26,394 | 209.91% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 38,395 | 879 | 0.01% | 0.0% | 512 | +28,567 | 290.67% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Reduced | 38,401 | 879 | 0.01% | 0.01% | 513 | -2,236 | -5.5% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 38,506 | 878 | 0.0% | 0.01% | 514 | +3,349 | 9.53% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 38,156 | 874 | 0.12% | 0.12% | 515 | -1,802 | -4.51% | Q1 2026 | Apr 27, 2026 |
| KKM Financial LLC | History | No change | 37,970 | 874 | 0.16% | 0.16% | 516 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 37,914 | 868 | 0.01% | 0.01% | 517 | -442 | -1.15% | Q1 2026 | Apr 27, 2026 |
| Able Wealth Management LLC | History | New | 37,559 | 860 | 0.23% | — | 518 | +37,559 | New | Q1 2026 | Apr 24, 2026 |
| Stelac Advisory Services LLC | History | No change | 37,199 | 852 | 0.17% | 0.3% | 519 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 36,971 | 847 | 0.56% | — | 520 | +36,971 | New | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 36,910 | 845 | 0.02% | 0.02% | 521 | -3,158 | -7.88% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 36,758 | 842 | 0.45% | 0.43% | 522 | +3,318 | 9.92% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | New | 36,161 | 825 | 0.13% | — | 523 | +36,161 | New | Q1 2026 | Apr 14, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 36,010 | 824 | 0.25% | 0.26% | 524 | -1,044 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 35,567 | 814 | 0.92% | 0.25% | 525 | +25,600 | 256.85% | Q1 2026 | Apr 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | New | 35,401 | 811 | 0.44% | — | 526 | +35,401 | New | Q1 2026 | Apr 22, 2026 |
| Integrated Advisors Network LLC | History | New | 35,392 | 810 | 0.04% | — | 527 | +35,392 | New | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 34,991 | 801 | 0.0% | 0.01% | 529 | -5,154 | -12.84% | Q1 2026 | Apr 30, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 35,008 | 801 | 0.03% | 0.04% | 528 | +4,684 | 15.45% | Q1 2026 | Apr 27, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 35,006 | 801 | 0.51% | 0.48% | 530 | +1,867 | 5.63% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 34,820 | 797 | 0.24% | 0.26% | 531 | -1,064 | -2.97% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 34,707 | 795 | 0.09% | — | 532 | +34,707 | New | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | New | 34,551 | 791 | 0.18% | — | 533 | +34,551 | New | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 34,517 | 790 | 0.02% | 0.02% | 534 | -15 | -0.04% | Q1 2026 | Apr 17, 2026 |
| Vantage Point Financial LLC | History | New | 34,449 | 789 | 0.28% | — | 535 | +34,449 | New | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | New | 34,328 | 786 | 0.0% | — | 536 | +34,328 | New | Q1 2026 | Apr 15, 2026 |
| INVESTED ADVISORS | History | Added to | 34,229 | 784 | 0.79% | 0.57% | 537 | +10,320 | 43.16% | Q1 2026 | Apr 29, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 33,795 | 774 | 0.52% | 0.55% | 538 | -3,402 | -9.15% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Added to | 33,529 | 768 | 0.14% | 0.06% | 539 | +20,323 | 153.89% | Q1 2026 | May 07, 2026 |
| Hara Capital LLC | History | Reduced | 33,310 | 763 | 0.38% | 0.57% | 540 | -11,442 | -25.57% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 33,237 | 761 | 0.0% | 0.0% | 541 | +2,857 | 9.4% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 32,940 | 754 | 0.19% | 0.06% | 542 | +23,900 | 264.38% | Q1 2026 | Apr 29, 2026 |
| EFG International AG | History | New | 32,843 | 752 | 0.02% | — | 543 | +32,843 | New | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 32,739 | 750 | 0.14% | 0.01% | 544 | +30,133 | 1156.29% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | Added to | 32,217 | 738 | 0.16% | 0.08% | 545 | +15,005 | 87.18% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 31,895 | 730 | 0.04% | 0.02% | 546 | +17,194 | 116.96% | Q1 2026 | Apr 13, 2026 |
| Hobbs Wealth Management, LLC | History | New | 31,791 | 728 | 0.72% | — | 548 | +31,791 | New | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | No change | 31,802 | 728 | 0.06% | 0.07% | 547 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 31,081 | 712 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 30,797 | 709 | 0.13% | 0.13% | 550 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | New | 30,946 | 708 | 0.02% | — | 551 | +30,946 | New | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Reduced | 30,832 | 706 | 0.23% | 0.23% | 552 | -176 | -0.57% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 30,726 | 703 | 0.03% | 0.01% | 553 | +21,728 | 241.48% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 30,700 | 703 | 0.08% | 0.08% | 554 | -573 | -1.83% | Q1 2026 | Apr 10, 2026 |
| GatePass Capital, LLC | History | New | 30,497 | 698 | 0.33% | — | 555 | +30,497 | New | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | New | 30,280 | 693 | 0.16% | — | 556 | +30,280 | New | Q1 2026 | Apr 27, 2026 |
| Resurgent Financial Advisors LLC | History | New | 30,253 | 693 | 0.25% | — | 557 | +30,253 | New | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,246 | 692 | 0.0% | 0.01% | 558 | -12,478 | -29.21% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 30,180 | 691 | 0.03% | 0.03% | 559 | +4,202 | 16.18% | Q1 2026 | May 08, 2026 |
| WealthTrak Capital Management LLC | History | New | 30,096 | 689 | 0.49% | — | 561 | +30,096 | New | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 30,080 | 689 | 0.06% | 0.01% | 560 | +25,622 | 574.74% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 30,061 | 688 | 0.0% | — | 564 | +30,061 | New | Q1 2026 | May 12, 2026 |
| Marble Wealth, LLC | History | Reduced | 30,054 | 688 | 0.12% | 0.13% | 563 | -11,040 | -26.87% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,062 | 688 | 0.01% | 0.01% | 562 | +838 | 2.87% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 29,940 | 685 | 0.05% | 0.05% | 565 | +173 | 0.58% | Q1 2026 | Apr 29, 2026 |
| Mosley Wealth Management | History | Added to | 29,620 | 684 | 0.31% | 0.31% | 566 | +259 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 29,711 | 680 | 0.04% | 0.03% | 567 | -18 | -0.06% | Q1 2026 | Apr 28, 2026 |
| FLP Wealth Management, LLC | History | New | 29,603 | 678 | 1.4% | — | 568 | +29,603 | New | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | Added to | 29,552 | 677 | 0.17% | 0.18% | 569 | +1,124 | 3.95% | Q1 2026 | Apr 08, 2026 |
| VestGen Investment Management | History | New | 29,412 | 673 | 0.37% | — | 570 | +29,412 | New | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 29,354 | 672 | 0.15% | 0.19% | 571 | -9,524 | -24.5% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 29,399 | 670 | 0.01% | 0.01% | 572 | +5,147 | 21.22% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,292 | 669 | 0.04% | 0.02% | 573 | +13,627 | 86.99% | Q1 2026 | May 12, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 29,161 | 668 | 0.22% | 0.24% | 574 | -3,305 | -10.18% | Q1 2026 | May 06, 2026 |
| NORDEN GROUP LLC | History | Added to | 28,545 | 653 | 0.06% | 0.06% | 575 | +473 | 1.68% | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 28,416 | 651 | 0.17% | — | 576 | +28,416 | New | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | New | 28,451 | 649 | 0.04% | — | 578 | +28,451 | New | Q1 2026 | May 12, 2026 |
| Elevation Wealth Management LLC | History | Added to | 28,359 | 649 | 0.6% | 0.39% | 577 | +10,750 | 61.05% | Q1 2026 | May 11, 2026 |
| GLR Partners, LLC | History | New | 28,218 | 646 | 0.35% | — | 579 | +28,218 | New | Q1 2026 | May 13, 2026 |
| Wise Wealth Partners | History | Added to | 27,953 | 640 | 0.87% | 0.91% | 580 | +437 | 1.59% | Q1 2026 | Apr 21, 2026 |
| Downshift Financial, LLC | History | No change | 28,000 | 640 | 0.33% | 0.4% | 581 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vision Retirement, LLC | History | Reduced | 27,926 | 639 | 0.18% | 0.19% | 582 | -3,671 | -11.62% | Q1 2026 | May 07, 2026 |
| OBSIDIAN CIO, LLC | History | New | 27,767 | 636 | 0.57% | — | 583 | +27,767 | New | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | New | 27,658 | 633 | 0.06% | — | 584 | +27,658 | New | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 27,377 | 627 | 0.03% | 0.04% | 585 | -5,226 | -16.03% | Q1 2026 | May 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 26,955 | 617 | 0.59% | — | 587 | +26,955 | New | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,945 | 617 | 0.03% | 0.02% | 586 | +10,075 | 59.72% | Q1 2026 | Apr 28, 2026 |
| Unify Financial Advisors | History | New | 26,651 | 610 | 0.63% | — | 588 | +26,651 | New | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | History | New | 26,611 | 609 | 0.7% | — | 589 | +26,611 | New | Q1 2026 | Apr 22, 2026 |
| Greenline Partners, LLC | History | Reduced | 26,209 | 600 | 0.06% | 0.09% | 590 | -8,254 | -23.95% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | New | 25,859 | 592 | 0.14% | — | 591 | +25,859 | New | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 25,821 | 591 | 0.02% | 0.01% | 593 | +8,020 | 45.05% | Q1 2026 | Apr 16, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 25,816 | 591 | 0.04% | 0.06% | 592 | -7,444 | -22.38% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 25,833 | 591 | 0.3% | 0.29% | 594 | -70 | -0.27% | Q1 2026 | May 08, 2026 |
| CADINHA & CO LLC | History | No change | 25,713 | 589 | 0.11% | 0.09% | 595 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 25,778 | 588 | 0.11% | 0.12% | 596 | -5,622 | -17.9% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 25,489 | 586 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TritonPoint Partners, LLC | History | New | 25,553 | 585 | 0.22% | — | 598 | +25,553 | New | Q1 2026 | Apr 28, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 25,503 | 584 | 0.13% | 0.14% | 599 | -893 | -3.38% | Q1 2026 | Apr 27, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 25,489 | 583 | 0.1% | 0.11% | 600 | -7,517 | -22.77% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 25,171 | 577 | 0.03% | 0.03% | 601 | -631 | -2.45% | Q1 2026 | Apr 21, 2026 |
| Maia Wealth LLC | History | New | 25,114 | 575 | 0.1% | — | 602 | +25,114 | New | Q1 2026 | May 08, 2026 |
| DAGCO, INC. | History | New | 24,947 | 571 | 0.12% | — | 603 | +24,947 | New | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 24,867 | 569 | 0.39% | — | 604 | +24,867 | New | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Reduced | 24,763 | 567 | 0.1% | 0.11% | 605 | -389 | -1.55% | Q1 2026 | Apr 24, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 24,609 | 563 | 0.36% | 0.3% | 606 | +3,260 | 15.27% | Q1 2026 | Apr 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 24,496 | 561 | 0.45% | 0.92% | 607 | -39,445 | -61.69% | Q1 2026 | Apr 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 24,152 | 553 | 0.04% | 0.04% | 608 | -730 | -2.93% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 24,136 | 552 | 0.12% | — | 609 | +24,136 | New | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 23,727 | 543 | 0.12% | 0.14% | 610 | -4,195 | -15.02% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | New | 23,479 | 537 | 0.08% | — | 611 | +23,479 | New | Q1 2026 | May 11, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 23,390 | 535 | 0.09% | 0.15% | 612 | -11,308 | -32.59% | Q1 2026 | Apr 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 23,234 | 532 | 0.04% | 0.06% | 613 | -11,430 | -32.97% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 23,152 | 530 | 0.0% | 0.0% | 614 | -33,532 | -59.16% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 22,975 | 526 | 0.33% | 0.32% | 615 | +129 | 0.56% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 22,654 | 519 | 0.03% | 0.02% | 616 | +3,836 | 20.38% | Q1 2026 | Apr 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 22,514 | 515 | 0.3% | 0.29% | 617 | -539 | -2.34% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 22,474 | 514 | 0.03% | 0.03% | 618 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 22,430 | 513 | 0.0% | 0.0% | 619 | +16,951 | 309.38% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 22,168 | 507 | 0.07% | 0.08% | 622 | -3,406 | -13.32% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 22,139 | 507 | 0.02% | 0.02% | 621 | +733 | 3.42% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 22,052 | 507 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Members Trust Co | History | Added to | 21,909 | 501 | 0.02% | 0.01% | 623 | +4,957 | 29.24% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Added to | 21,848 | 500 | 0.03% | 0.04% | 624 | +1,230 | 5.97% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 21,646 | 495 | 0.04% | 0.03% | 625 | +1,763 | 8.87% | Q1 2026 | Jul 29, 2026 |
| Sovereign Financial Group, Inc. | History | New | 21,426 | 490 | 0.09% | — | 626 | +21,426 | New | Q1 2026 | Apr 17, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 21,359 | 489 | 0.27% | 0.28% | 627 | -543 | -2.48% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 21,290 | 487 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,967 | 480 | 0.01% | 0.01% | 629 | +3,771 | 21.93% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 20,808 | 476 | 0.02% | 0.01% | 633 | +7,648 | 58.12% | Q1 2026 | Apr 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,793 | 476 | 0.11% | 0.07% | 631 | +7,557 | 57.09% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 20,820 | 476 | 0.04% | 0.05% | 630 | -4,446 | -17.6% | Q1 2026 | May 07, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 20,781 | 476 | 0.29% | 0.28% | 632 | +334 | 1.63% | Q1 2026 | May 13, 2026 |
| FWG Investments, LLC. | History | New | 20,583 | 471 | 0.3% | — | 635 | +20,583 | New | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,604 | 471 | 0.06% | 0.06% | 634 | +801 | 4.04% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Partners, LLC | History | New | 20,347 | 466 | 0.12% | — | 636 | +20,347 | New | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 20,304 | 465 | 0.05% | 0.05% | 637 | -229 | -1.12% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | New | 20,060 | 459 | 0.05% | — | 638 | +20,060 | New | Q1 2026 | May 06, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 19,939 | 456 | 0.43% | 0.44% | 639 | +228 | 1.16% | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 19,780 | 453 | 0.46% | 0.46% | 640 | +734 | 3.85% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 19,694 | 451 | 0.12% | 0.11% | 641 | +2,080 | 11.81% | Q1 2026 | Apr 16, 2026 |
| Merited Wealth, LLC | History | Added to | 19,326 | 442 | 0.37% | 0.31% | 642 | +4,670 | 31.86% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 19,124 | 438 | 0.21% | — | 643 | +19,124 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 18,628 | 426 | 0.0% | 0.0% | 644 | -467 | -2.45% | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 18,538 | 424 | 0.08% | 0.09% | 645 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 18,317 | 419 | 0.0% | 0.0% | 646 | +1,996 | 12.23% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 18,172 | 416 | 0.01% | 0.01% | 647 | +7,073 | 63.73% | Q1 2026 | May 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 18,155 | 415 | 0.05% | 0.03% | 648 | +4,352 | 31.53% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | Reduced | 18,012 | 414 | 0.04% | 0.04% | 649 | -979 | -5.16% | Q1 2026 | Apr 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 18,070 | 413 | 0.09% | 0.07% | 650 | +3,685 | 25.62% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | No change | 18,057 | 413 | 0.11% | 0.11% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | New | 17,998 | 412 | 0.04% | — | 652 | +17,998 | New | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 17,965 | 411 | 0.04% | 0.01% | 653 | +14,213 | 378.81% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Financial Partners | History | New | 17,909 | 410 | 0.16% | — | 655 | +17,909 | New | Q1 2026 | May 20, 2026 |
| Petix & Botte Co | History | Reduced | 17,919 | 410 | 0.09% | 0.11% | 654 | -3,063 | -14.6% | Q1 2026 | Apr 30, 2026 |
| Elevated Financial Group LLC | History | Added to | 17,766 | 407 | 0.13% | 0.12% | 656 | +2,531 | 16.61% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 17,590 | 402 | 0.0% | 0.0% | 657 | -13,054 | -42.6% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 17,506 | 401 | 0.01% | — | 659 | +17,506 | New | Q1 2026 | May 15, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 17,514 | 401 | 0.15% | 0.12% | 658 | +2,945 | 20.21% | Q1 2026 | Apr 09, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 17,279 | 395 | 0.31% | — | 660 | +17,279 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,974 | 388 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 16,789 | 384 | 0.11% | 0.64% | 662 | -74,030 | -81.51% | Q1 2026 | Apr 22, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 16,749 | 383 | 0.11% | 0.1% | 663 | +328 | 2.0% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 16,327 | 374 | 0.0% | — | 664 | +16,327 | New | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 16,207 | 371 | 0.02% | 0.02% | 665 | +16,184 | 70365.22% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 16,229 | 371 | 0.02% | 0.04% | 666 | -9,540 | -37.02% | Q1 2026 | Apr 27, 2026 |
| KM Capital Management Ltd. | History | Added to | 16,353 | 371 | 0.25% | 0.18% | 668 | +980 | 6.37% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Added to | 16,233 | 371 | 0.04% | 0.04% | 667 | +744 | 4.8% | Q1 2026 | Apr 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 16,084 | 368 | 0.03% | 0.03% | 669 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | New | 16,000 | 366 | 0.35% | — | 670 | +16,000 | New | Q1 2026 | Apr 02, 2026 |
| Americana Partners, LLC | History | Reduced | 15,951 | 365 | 0.01% | 0.01% | 671 | -3,593 | -18.38% | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 15,891 | 364 | 1.21% | — | 674 | +15,891 | New | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | Added to | 15,924 | 364 | 0.16% | 0.15% | 673 | +1,964 | 14.07% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 15,900 | 364 | 0.07% | 0.08% | 672 | +88 | 0.56% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 15,860 | 363 | 0.0% | — | 675 | +15,860 | New | Q1 2026 | May 01, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 15,807 | 362 | 0.06% | 0.05% | 676 | +2,172 | 15.93% | Q1 2026 | May 12, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 15,786 | 361 | 0.39% | 0.4% | 677 | -923 | -5.52% | Q1 2026 | Apr 21, 2026 |
| Retireful, LLC | History | New | 15,706 | 359 | 0.51% | — | 679 | +15,706 | New | Q1 2026 | Apr 15, 2026 |
| City State Bank | History | Added to | 15,691 | 359 | 0.09% | 0.1% | 678 | +300 | 1.95% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | New | 15,614 | 357 | 0.04% | — | 681 | +15,614 | New | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 15,592 | 357 | 0.04% | 0.04% | 680 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 15,562 | 356 | 0.01% | 0.01% | 682 | +4,057 | 35.26% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | New | 15,489 | 354 | 0.01% | — | 683 | +15,489 | New | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 15,353 | 351 | 0.37% | — | 684 | +15,353 | New | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 15,139 | 346 | 0.04% | 0.04% | 685 | +2,508 | 19.86% | Q1 2026 | Apr 27, 2026 |
| W ADVISORS, LLC | History | New | 15,068 | 345 | 0.18% | — | 687 | +15,068 | New | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 15,060 | 345 | 0.01% | 0.01% | 686 | -1,747 | -10.39% | Q1 2026 | Aug 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,989 | 343 | 0.01% | 0.02% | 688 | -6,816 | -31.26% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,722 | 336 | 0.02% | 0.02% | 689 | +1,500 | 11.34% | Q1 2026 | May 01, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 14,646 | 335 | 0.25% | 0.26% | 690 | -777 | -5.04% | Q1 2026 | Apr 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 14,485 | 331 | 0.14% | 0.17% | 691 | -1,747 | -10.76% | Q1 2026 | Apr 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 14,383 | 329 | 0.04% | 0.03% | 692 | +4,021 | 38.81% | Q1 2026 | Apr 23, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 14,172 | 326 | 0.04% | 0.04% | 693 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,172 | 324 | 0.01% | — | 694 | +14,172 | New | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Reduced | 14,119 | 323 | 0.18% | 0.19% | 695 | -79 | -0.56% | Q1 2026 | May 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 13,970 | 320 | 0.01% | 0.01% | 696 | +13 | 0.09% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 13,960 | 319 | 0.09% | — | 697 | +13,960 | New | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 13,866 | 317 | 0.01% | 0.0% | 698 | +10,873 | 363.28% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | No change | 13,829 | 316 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 13,703 | 313 | 0.1% | — | 701 | +13,703 | New | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 13,678 | 313 | 0.0% | 0.0% | 700 | -2,215 | -13.94% | Q1 2026 | Apr 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 13,595 | 311 | 0.08% | 0.1% | 702 | -3,992 | -22.7% | Q1 2026 | Apr 10, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 13,542 | 310 | 0.17% | 0.19% | 703 | +15 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 13,529 | 309 | 0.01% | 0.01% | 704 | -119 | -0.87% | Q1 2026 | Jun 08, 2026 |
| Rossby Financial, LCC | History | Reduced | 13,503 | 308 | 0.06% | 0.13% | 705 | -4,887 | -26.57% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Added to | 13,431 | 307 | 0.08% | 0.0% | 707 | +12,783 | 1972.69% | Q1 2026 | May 07, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 13,431 | 307 | 0.07% | 0.07% | 706 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Reduced | 13,348 | 305 | 0.03% | 0.03% | 708 | -200 | -1.48% | Q1 2026 | Apr 30, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 13,291 | 304 | 0.12% | 0.11% | 709 | +399 | 3.09% | Q1 2026 | May 11, 2026 |
| IRON Financial LLC | History | Reduced | 13,249 | 303 | 0.13% | 0.14% | 710 | -184 | -1.37% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,197 | 302 | 0.02% | 0.02% | 711 | -1,881 | -12.48% | Q1 2026 | Apr 15, 2026 |
| Red Door Wealth Management, LLC | History | New | 13,140 | 301 | 0.03% | — | 712 | +13,140 | New | Q1 2026 | Apr 22, 2026 |
| MEYER HANDELMAN CO | History | No change | 13,131 | 300 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PUREfi Wealth, LLC | History | New | 13,012 | 298 | 0.2% | — | 714 | +13,012 | New | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,931 | 296 | 0.14% | 0.1% | 716 | +2,617 | 25.37% | Q1 2026 | Apr 27, 2026 |
| Aberdeen Group plc | History | Reduced | 12,937 | 296 | 0.0% | 0.0% | 715 | -1,166 | -8.27% | Q1 2026 | Apr 29, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 12,900 | 295 | 0.15% | — | 718 | +12,900 | New | Q1 2026 | Apr 10, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 12,945 | 295 | 0.23% | 0.06% | 717 | +10,205 | 372.45% | Q1 2026 | Apr 02, 2026 |
| Stirlingshire Investments, Inc. | History | New | 12,805 | 293 | 0.26% | — | 719 | +12,805 | New | Q1 2026 | May 04, 2026 |
| GDS Wealth Management | History | Added to | 12,782 | 292 | 0.02% | 0.02% | 720 | +987 | 8.37% | Q1 2026 | Apr 27, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 12,715 | 291 | 0.22% | 0.22% | 721 | +96 | 0.76% | Q1 2026 | Apr 20, 2026 |
| Quartz Partners, LLC | History | New | 12,686 | 290 | 0.11% | — | 723 | +12,686 | New | Q1 2026 | May 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 12,664 | 290 | 0.01% | 0.01% | 722 | -265 | -2.05% | Q1 2026 | May 14, 2026 |
| Sterling Investment Counsel, LLC | History | New | 12,641 | 289 | 0.08% | — | 725 | +12,641 | New | Q1 2026 | Apr 16, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 12,658 | 289 | 0.02% | 0.03% | 724 | -3,095 | -19.65% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,500 | 286 | 0.0% | 0.0% | 726 | -41,150 | -76.7% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 12,300 | 281 | 0.12% | 0.13% | 727 | -666 | -5.14% | Q1 2026 | May 01, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 12,186 | 279 | 0.23% | — | 728 | +12,186 | New | Q1 2026 | Apr 29, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 11,993 | 274 | 0.09% | 0.01% | 729 | +10,537 | 723.7% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,925 | 273 | 0.01% | 0.02% | 730 | +37 | 0.31% | Q1 2026 | May 07, 2026 |
| CAP Partners, LLC | History | New | 11,778 | 269 | 0.15% | — | 731 | +11,778 | New | Q1 2026 | Apr 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 11,665 | 267 | 0.08% | — | 732 | +11,665 | New | Q1 2026 | Apr 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 11,651 | 266 | 0.08% | 0.0% | 733 | +11,324 | 3463.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 11,651 | 266 | 0.08% | 0.01% | 734 | +10,321 | 776.02% | Q1 2026 | May 13, 2026 |
| SELDON CAPITAL LP | History | No change | 11,600 | 265 | 0.1% | 0.09% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,401 | 261 | 0.01% | 0.01% | 736 | +1,406 | 14.07% | Q1 2026 | Apr 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 11,367 | 260 | 0.12% | 0.09% | 737 | +607 | 5.64% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Added to | 11,311 | 259 | 0.02% | 0.01% | 738 | +7,465 | 194.1% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 11,141 | 255 | 0.15% | 0.29% | 739 | -7,362 | -39.79% | Q1 2026 | May 14, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 11,078 | 253 | 0.57% | 0.57% | 740 | +36 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 10,982 | 251 | 0.07% | — | 741 | +10,982 | New | Q1 2026 | May 04, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 10,954 | 250 | 0.07% | 0.07% | 742 | +16 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Hickory Point Bank & Trust | History | No change | 10,877 | 249 | 0.16% | 0.18% | 743 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 10,816 | 247 | 0.44% | — | 745 | +10,816 | New | Q1 2026 | Apr 14, 2026 |
| American Trust | History | Added to | 10,788 | 247 | 0.02% | 0.02% | 744 | +806 | 8.07% | Q1 2026 | May 01, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 10,690 | 244 | 0.02% | — | 746 | +10,690 | New | Q1 2026 | Apr 27, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 10,645 | 243 | 0.13% | 0.13% | 747 | +15 | 0.14% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | New | 10,593 | 242 | 0.0% | — | 748 | +10,593 | New | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 10,560 | 241 | 0.0% | — | 749 | +10,560 | New | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | New | 10,494 | 240 | 0.06% | — | 751 | +10,494 | New | Q1 2026 | Apr 09, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 10,507 | 240 | 0.04% | 0.04% | 750 | -113 | -1.06% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 10,431 | 238 | 0.0% | — | 753 | +10,431 | New | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 10,420 | 238 | 0.03% | 0.03% | 752 | +104 | 1.01% | Q1 2026 | Apr 20, 2026 |
| PSI Advisors, LLC | History | New | 10,321 | 236 | 0.06% | — | 755 | +10,321 | New | Q1 2026 | May 14, 2026 |
| Steelhead Wealth Management LLC | History | New | 10,308 | 236 | 0.12% | — | 756 | +10,308 | New | Q1 2026 | Jun 15, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 10,325 | 236 | 0.06% | 0.25% | 754 | -1,723 | -14.3% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Added to | 10,299 | 235 | 0.03% | 0.03% | 757 | +46 | 0.45% | Q1 2026 | May 12, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 10,178 | 233 | 0.12% | — | 759 | +10,178 | New | Q1 2026 | May 13, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 10,175 | 233 | 0.03% | 0.03% | 758 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 10,148 | 232 | 0.01% | 0.01% | 760 | +966 | 10.52% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | Reduced | 10,003 | 229 | 0.1% | 0.56% | 761 | -40,423 | -80.16% | Q1 2026 | Apr 29, 2026 |
| TrueWealth Advisors, LLC | History | New | 10,017 | 229 | 0.06% | — | 762 | +10,017 | New | Q1 2026 | Apr 09, 2026 |
| ASL Financial, LLC | History | Reduced | 9,978 | 228 | 0.18% | 0.19% | 763 | -638 | -6.01% | Q1 2026 | Apr 09, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 9,758 | 223 | 0.1% | 0.09% | 764 | +129 | 1.34% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | New | 9,720 | 222 | 0.0% | — | 765 | +9,720 | New | Q1 2026 | May 05, 2026 |
| First Pacific Financial | History | Reduced | 9,662 | 221 | 0.03% | 0.54% | 766 | -169,661 | -94.61% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,594 | 219 | 0.0% | 0.0% | 767 | +57 | 0.6% | Q1 2026 | Apr 24, 2026 |
| Columbia River Financial Group, LLC | History | No change | 9,557 | 218 | 0.13% | 0.14% | 768 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 9,509 | 217 | 0.14% | 0.14% | 769 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GC Wealth Management RIA, LLC | History | New | 9,403 | 215 | 0.01% | — | 771 | +9,403 | New | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 9,400 | 215 | 0.03% | — | 770 | +9,400 | New | Q1 2026 | May 18, 2026 |
| RCS Financial Planning, LLC | History | New | 9,380 | 214 | 0.11% | — | 772 | +9,380 | New | Q1 2026 | Apr 21, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 9,320 | 213 | 0.19% | 0.18% | 773 | -28,352 | -75.26% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,236 | 211 | 0.01% | 0.02% | 775 | -271 | -2.85% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,231 | 211 | 0.0% | 0.0% | 774 | +140 | 1.54% | Q1 2026 | May 06, 2026 |
| BAM Wealth Management, LLC | History | New | 9,201 | 210 | 0.16% | — | 776 | +9,201 | New | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | New | 9,100 | 208 | 0.0% | — | 778 | +9,100 | New | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | Reduced | 9,088 | 208 | 0.07% | 0.08% | 777 | -1,065 | -10.49% | Q1 2026 | Apr 30, 2026 |
| PEOPLES BANK /OH | History | New | 9,000 | 206 | 0.13% | — | 780 | +9,000 | New | Q1 2026 | Apr 24, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 9,017 | 206 | 0.0% | 0.0% | 779 | -18 | -0.2% | Q1 2026 | May 12, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 8,755 | 200 | 0.03% | 0.03% | 781 | +883 | 11.22% | Q1 2026 | May 06, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 8,500 | 194 | 0.11% | 0.12% | 782 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,382 | 192 | 0.01% | 0.01% | 783 | +1,564 | 22.94% | Q1 2026 | Apr 14, 2026 |
| Capital Advisor Network LLC | History | New | 8,312 | 190 | 0.27% | — | 784 | +8,312 | New | Q1 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,268 | 189 | 0.0% | 0.0% | 785 | -98 | -1.17% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,049 | 184 | 0.12% | 0.06% | 786 | +241 | 3.09% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | Reduced | 7,689 | 176 | 0.02% | 0.02% | 787 | -548 | -6.65% | Q1 2026 | Apr 30, 2026 |
| Imprint Wealth LLC | History | Added to | 7,414 | 169 | 0.77% | 0.6% | 788 | +1,810 | 32.3% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 7,000 | 160 | 0.01% | 0.01% | 789 | -28 | -0.4% | Q1 2026 | Apr 27, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 6,454 | 147 | 0.07% | 0.08% | 790 | -330 | -4.86% | Q1 2026 | May 01, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,392 | 146 | 0.05% | 0.2% | 791 | -26,026 | -80.28% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Added to | 6,016 | 137 | 0.09% | 0.01% | 792 | +5,717 | 1912.04% | Q1 2026 | May 07, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 5,829 | 133 | 0.04% | 0.04% | 793 | +433 | 8.02% | Q1 2026 | Apr 03, 2026 |
| Vanguard National Trust Co | History | New | 5,542 | 126 | 0.01% | — | 794 | +5,542 | New | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | Added to | 5,484 | 125 | 0.02% | 0.02% | 795 | +1,216 | 28.49% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,994 | 114 | 0.01% | 0.01% | 796 | -2,595 | -34.19% | Q1 2026 | Apr 06, 2026 |
| Pflug Koory, LLC | History | No change | 4,953 | 113 | 0.05% | 0.05% | 797 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,762 | 109 | 0.0% | 0.0% | 798 | -277 | -5.5% | Q1 2026 | May 11, 2026 |
| Reflection Asset Management | History | No change | 4,564 | 105 | 0.07% | 0.07% | 799 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Acropolis Investment Management, LLC | History | New | 4,549 | 104 | 0.0% | — | 800 | +4,549 | New | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 4,504 | 103 | 0.05% | 0.05% | 801 | -41 | -0.9% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 4,355 | 99 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 4,229 | 96 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMA Wealth Partners, LLC | History | Reduced | 4,174 | 95 | 0.07% | 0.08% | 804 | -489 | -10.49% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,106 | 94 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4,119 | 94 | 0.05% | 0.05% | 806 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,956 | 91 | 0.14% | 0.14% | 807 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,941 | 90 | 0.07% | 0.08% | 808 | -29 | -0.73% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | New | 3,732 | 85 | 0.01% | — | 809 | +3,732 | New | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,637 | 83 | 0.07% | 0.02% | 810 | +2,868 | 372.95% | Q1 2026 | May 06, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,428 | 78 | 0.02% | — | 811 | +3,428 | New | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,327 | 76 | 0.01% | 0.0% | 812 | +2,386 | 253.56% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,339 | 76 | 0.04% | 0.02% | 813 | +1,914 | 134.32% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 3,253 | 74 | 0.02% | — | 815 | +3,253 | New | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,270 | 74 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,157 | 72 | 0.02% | 0.04% | 816 | -3,348 | -51.47% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,016 | 69 | 0.02% | 0.02% | 817 | -60 | -1.95% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,000 | 68 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 2,892 | 66 | 0.0% | 0.0% | 819 | -348 | -10.74% | Q1 2026 | Jun 09, 2026 |
| First PREMIER Bank | History | No change | 2,885 | 66 | 0.02% | 0.02% | 820 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,873 | 65 | 0.05% | — | 822 | +2,873 | New | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,830 | 65 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,782 | 63 | 0.0% | 0.0% | 823 | -2,486 | -47.19% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,667 | 61 | 0.0% | 0.0% | 824 | +2,309 | 644.97% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Added to | 2,679 | 61 | 0.02% | 0.0% | 825 | +2,299 | 605.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Added to | 2,613 | 59 | 0.0% | 0.0% | 826 | +2,000 | 326.26% | Q1 2026 | Apr 07, 2026 |
| Piscataqua Savings Bank | History | No change | 2,607 | 59 | 0.04% | 0.04% | 827 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,549 | 58 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 2,390 | 54 | 0.03% | 0.03% | 829 | +56 | 2.4% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,278 | 52 | 0.01% | 0.01% | 830 | -706 | -23.66% | Q1 2026 | May 05, 2026 |
| EPG Wealth Management LLC | History | New | 2,234 | 51 | 0.01% | — | 832 | +2,234 | New | Q1 2026 | May 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,264 | 51 | 0.02% | 0.02% | 831 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Added to | 2,188 | 50 | 0.02% | 0.02% | 833 | +383 | 21.22% | Q1 2026 | May 14, 2026 |
| Bravera Wealth | History | No change | 2,151 | 49 | 0.02% | 0.02% | 834 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 2,047 | 46 | 0.01% | 0.01% | 835 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,950 | 44 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | No change | 1,912 | 43 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,881 | 43 | 0.02% | 0.02% | 838 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,827 | 41 | 0.04% | 0.04% | 839 | +77 | 4.4% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,776 | 40 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,694 | 38 | 0.0% | — | 842 | +1,694 | New | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,672 | 38 | 0.0% | — | 843 | +1,672 | New | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | No change | 1,678 | 38 | 0.02% | 0.02% | 841 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,593 | 36 | 0.0% | 0.0% | 844 | -633 | -28.44% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,530 | 35 | 0.0% | 0.0% | 845 | +1,169 | 323.82% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,526 | 34 | 0.01% | 0.02% | 847 | -2,249 | -59.58% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Added to | 1,510 | 34 | 0.01% | 0.0% | 846 | +1,059 | 234.81% | Q1 2026 | Apr 09, 2026 |
| United Financial Planning Group LLC | History | Added to | 1,464 | 33 | 0.02% | 0.0% | 848 | +1,124 | 330.59% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Added to | 1,282 | 29 | 0.01% | 0.01% | 850 | +314 | 32.44% | Q1 2026 | May 22, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,288 | 29 | 0.01% | 0.01% | 849 | -50 | -3.74% | Q1 2026 | Apr 03, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,250 | 28 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,187 | 27 | 0.0% | 0.0% | 852 | -393 | -24.87% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,213 | 27 | 0.01% | 0.01% | 853 | +2 | 0.17% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,120 | 25 | 0.0% | 0.0% | 855 | -653 | -36.83% | Q1 2026 | May 07, 2026 |
| Towne Trust Company, N.A | History | No change | 1,118 | 25 | 0.01% | 0.01% | 854 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| S&T BANK/PA | History | No change | 1,081 | 24 | 0.01% | 0.01% | 856 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,031 | 23 | 0.0% | 0.0% | 857 | -939 | -47.66% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 998 | 23 | 0.0% | 0.0% | 858 | -579 | -36.72% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,014 | 23 | 0.01% | 0.01% | 859 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | New | 1,000 | 22 | 0.0% | — | 862 | +1,000 | New | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | No change | 996 | 22 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Canton Hathaway, LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 965 | 22 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 956 | 21 | 0.0% | 0.0% | 864 | -874 | -47.76% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 946 | 21 | 0.0% | 0.0% | 865 | +566 | 148.95% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 924 | 21 | 0.01% | 0.0% | 867 | +331 | 55.82% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | No change | 932 | 21 | 0.01% | 0.01% | 866 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 875 | 20 | 0.0% | — | 869 | +875 | New | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 873 | 20 | 0.01% | 0.01% | 868 | -573 | -39.63% | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 801 | 18 | 0.0% | 0.0% | 871 | -39 | -4.64% | Q1 2026 | Apr 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 824 | 18 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BankPlus Trust Department | History | No change | 785 | 17 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | No change | 744 | 17 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 712 | 16 | 0.0% | 0.0% | 874 | +567 | 391.03% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | Added to | 716 | 16 | 0.01% | 0.01% | 875 | +4 | 0.56% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 692 | 15 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 619 | 14 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 618 | 14 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 590 | 13 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 581 | 13 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 575 | 13 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 534 | 12 | 0.0% | 0.0% | 882 | +3 | 0.56% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 494 | 11 | 0.0% | — | 885 | +494 | New | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | Reduced | 522 | 11 | 0.0% | 0.0% | 883 | -151 | -22.44% | Q1 2026 | May 06, 2026 |
| New Millennium Group LLC | History | No change | 479 | 11 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | New | 478 | 10 | 0.01% | — | 888 | +478 | New | Q1 2026 | Apr 14, 2026 |
| West Branch Capital LLC | History | No change | 447 | 10 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 447 | 10 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 412 | 9 | 0.0% | 5.17% | 889 | -545,495 | -99.92% | Q1 2026 | Apr 07, 2026 |
| Networth Advisors, LLC | History | Added to | 410 | 9 | 0.01% | 0.0% | 890 | +359 | 703.92% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 434 | 9 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 353 | 8 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | Reduced | 308 | 7 | 0.0% | 0.0% | 895 | -692 | -69.2% | Q1 2026 | Apr 21, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 324 | 7 | 0.01% | — | 897 | +324 | New | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 331 | 7 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 332 | 7 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Fairscale Capital, LLC | History | No change | 330 | 7 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 283 | 6 | 0.01% | 0.04% | 900 | -1,619 | -85.12% | Q1 2026 | May 11, 2026 |
| Essential Investment Partners LLC | History | New | 276 | 6 | 0.01% | — | 901 | +276 | New | Q1 2026 | Jul 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 300 | 6 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 277 | 6 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 254 | 5 | 0.0% | — | 910 | +254 | New | Q1 2026 | Aug 07, 2026 |
| Walsh & Associates, LLC | History | New | 226 | 5 | 0.0% | — | 909 | +226 | New | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | New | 224 | 5 | 0.01% | — | 908 | +224 | New | Q1 2026 | May 01, 2026 |
| MOTCO | History | Reduced | 232 | 5 | 0.0% | 0.0% | 902 | -117 | -33.52% | Q1 2026 | Apr 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 221 | 5 | 0.0% | 0.01% | 907 | -97 | -30.5% | Q1 2026 | Jul 01, 2026 |
| WestEnd Advisors, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 252 | 5 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossmore Private Capital | History | No change | 222 | 5 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POM Investment Strategies, LLC | History | No change | 251 | 5 | 0.01% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 212 | 4 | 0.0% | 0.01% | 911 | -1,013 | -82.69% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | Reduced | 207 | 4 | 0.0% | 0.0% | 913 | -245 | -54.2% | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | New | 209 | 4 | 0.0% | — | 918 | +209 | New | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 200 | 4 | 0.0% | — | 917 | +200 | New | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 195 | 4 | 0.0% | — | 916 | +195 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 201 | 4 | 0.0% | 0.0% | 915 | +144 | 252.63% | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Advisors | History | Added to | 183 | 4 | 0.0% | 0.0% | 912 | +1 | 0.55% | Q1 2026 | May 13, 2026 |
| Davis Capital Management | History | No change | 208 | 4 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 174 | 3 | 0.0% | 0.04% | 925 | -1,629 | -90.35% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 170 | 3 | 0.0% | — | 926 | +170 | New | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 166 | 3 | 0.0% | — | 928 | +166 | New | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 160 | 3 | 0.0% | — | 927 | +160 | New | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Reduced | 133 | 3 | 0.0% | 0.0% | 923 | -60 | -31.09% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 113 | 3 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 147 | 3 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 169 | 3 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 148 | 3 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 156 | 3 | 0.0% | 0.0% | 924 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 128 | 2 | 0.0% | 0.0% | 933 | -911 | -87.68% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 101 | 2 | 0.0% | 0.0% | 929 | -694 | -87.3% | Q1 2026 | Apr 28, 2026 |
| Financial Freedom, LLC | History | New | 115 | 2 | 0.0% | — | 934 | +115 | New | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 100 | 2 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 53 | 1 | 0.0% | 0.0% | 936 | -273 | -83.74% | Q1 2026 | Apr 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 62 | 1 | 0.0% | 0.0% | 935 | -105 | -62.87% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, Inc. | History | New | 51 | 1 | 0.0% | — | 941 | +51 | New | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | Added to | 60 | 1 | 0.0% | — | 937 | +23 | 62.16% | Q1 2026 | May 29, 2026 |
| Kozak & Associates, Inc. | History | Added to | 79 | 1 | 0.0% | 0.0% | 939 | +1 | 1.28% | Q1 2026 | Apr 14, 2026 |
| Eukles Asset Management | History | No change | 57 | 1 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 2.52% | — | -638,315 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -458,126 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -422,433 | -100.0% | Q1 2026 | May 01, 2026 |
| CROBAN | History | Closed out | 0 | 0 | — | 3.31% | — | -298,315 | -100.0% | Q1 2026 | May 12, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.67% | — | -211,039 | -100.0% | Q1 2026 | May 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -91,585 | -100.0% | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | Closed out | 0 | 0 | — | 1.61% | — | -86,890 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -82,896 | -100.0% | Q1 2026 | Jun 23, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -73,097 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -36,231 | -100.0% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -24,056 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,087 | -100.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,704 | -100.0% | Q1 2026 | May 08, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -18,178 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Alpha Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,267 | -100.0% | Q1 2026 | May 11, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,187 | -100.0% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,584 | -100.0% | Q1 2026 | May 04, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,400 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,356 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,955 | -100.0% | Q1 2026 | May 12, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,766 | -100.0% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,698 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,137 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,831 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,791 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,781 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,781 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -9,500 | -100.0% | Q1 2026 | May 07, 2026 |
| Vigil Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,476 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,455 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,362 | -100.0% | Q1 2026 | May 15, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,141 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,070 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,002 | -100.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,178 | -100.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,970 | -100.0% | Q1 2026 | May 18, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -4,335 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,796 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,726 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,158 | -100.0% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,532 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,328 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,246 | -100.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,226 | -100.0% | Q1 2026 | May 21, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q1 2026 | Apr 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q1 2026 | May 06, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 26 | 0 | — | 0.0% | — | -397 | -93.85% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | May 04, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 10, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 21 | 0 | — | — | — | -21 | -50.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 01, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| DUNCKER STREETT & CO INC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |