iSHARES TRUST - HDV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,083,741 | 554,245 | 0.04% | 0.04% | 1 | -432,852 | -9.58% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,481,196 | 472,468 | 0.03% | 0.02% | 2 | +101,004 | 2.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,317,662 | 450,273 | 0.12% | 0.1% | 3 | +385,695 | 13.15% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,551,933 | 210,628 | 0.03% | 0.03% | 4 | +90,858 | 6.22% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,406,343 | 190,868 | 0.04% | 0.03% | 5 | -140,268 | -9.07% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,297,163 | 175,622 | 0.01% | 0.01% | 6 | +76,415 | 6.26% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,282,003 | 173,992 | 0.03% | 0.02% | 7 | +30,442 | 2.43% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,190,571 | 161,584 | 0.04% | 0.03% | 8 | +292,568 | 32.58% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,046,437 | 141,108 | 0.07% | 0.06% | 9 | +174,957 | 20.08% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,003,439 | 136,186 | 0.07% | 0.03% | 10 | +402,805 | 67.06% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 968,381 | 131,428 | 0.04% | 0.04% | 11 | -5,881 | -0.6% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 902,142 | 122,440 | 0.03% | 0.02% | 12 | +163,263 | 22.1% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 893,886 | 121,318 | 0.3% | 0.23% | 13 | +63,458 | 7.64% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 859,700 | 116,678 | 0.02% | 0.01% | 14 | +401,200 | 87.5% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 713,802 | 96,877 | 3.83% | 3.48% | 15 | -41,000 | -5.43% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 686,666 | 93,194 | 0.0% | 0.0% | 16 | +4,627 | 0.68% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 660,009 | 89,576 | 0.31% | 0.27% | 17 | -27,561 | -4.01% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 650,163 | 88,240 | 0.09% | 0.07% | 18 | +109,151 | 20.18% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 625,989 | 84,959 | 0.12% | 0.1% | 19 | -17,689 | -2.75% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 576,725 | 78,273 | 0.11% | 0.1% | 20 | -15,303 | -2.58% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 567,337 | 76,999 | 0.0% | 0.0% | 21 | +73,819 | 14.96% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 458,400 | 62,214 | 3.79% | 3.42% | 22 | +1,624 | 0.36% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 457,400 | 62,078 | 0.07% | 0.01% | 23 | +391,700 | 596.19% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 451,518 | 61,277 | 0.07% | 0.06% | 24 | +11,959 | 2.72% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 370,029 | 50,235 | 0.07% | 0.07% | 25 | -7,505 | -1.99% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 310,300 | 42,113 | 0.21% | 0.2% | 26 | +14,186 | 4.79% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 304,658 | 41,348 | 0.11% | 0.09% | 27 | -2,599 | -0.85% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 258,968 | 35,147 | 0.02% | 0.02% | 28 | -19,380 | -6.96% | Q1 2026 | May 07, 2026 |
| Townsend & Associates, Inc | History | Reduced | 264,119 | 35,077 | 3.03% | 3.45% | 29 | -40,518 | -13.3% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 257,027 | 34,883 | 0.16% | 0.06% | 30 | +148,942 | 137.8% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 282,746 | 34,384 | 0.01% | 0.01% | 31 | +9,499 | 3.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 244,692 | 33,209 | 0.0% | 0.0% | 32 | +149,273 | 156.44% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 244,482 | 33,181 | 0.18% | 0.14% | 33 | +20,966 | 9.38% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 240,991 | 32,707 | 0.9% | 0.74% | 34 | +3,137 | 1.32% | Q1 2026 | Apr 27, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 235,382 | 31,943 | 9.33% | 8.13% | 35 | +6,646 | 2.91% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 223,646 | 29,966 | 0.06% | 0.04% | 36 | -43,107 | -16.16% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 204,873 | 27,805 | 0.11% | 0.09% | 37 | +19,389 | 10.45% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 202,013 | 27,417 | 0.05% | 0.05% | 38 | -4,202 | -2.04% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 197,250 | 26,770 | 0.36% | 0.31% | 39 | +14,897 | 8.17% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 192,438 | 26,117 | 0.99% | 0.88% | 40 | +1,415 | 0.74% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,596 | 24,918 | 0.06% | 0.06% | 41 | +10,393 | 6.0% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 181,662 | 24,655 | 12.8% | 11.7% | 42 | -4,399 | -2.36% | Q1 2026 | Apr 27, 2026 |
| Simmons Bank | History | Reduced | 176,184 | 23,911 | 1.6% | 1.59% | 43 | -19,810 | -10.11% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 168,114 | 22,816 | 0.15% | 0.12% | 44 | +9,449 | 5.96% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 167,959 | 22,795 | 0.04% | 0.0% | 45 | +164,704 | 5060.03% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 165,115 | 22,409 | 0.02% | 0.02% | 46 | -21,582 | -11.56% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 163,758 | 22,225 | 2.16% | 1.75% | 47 | +3,094 | 1.93% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 161,458 | 21,913 | 0.16% | 0.16% | 48 | -1,831 | -1.12% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 157,000 | 21,308 | 0.12% | — | 49 | +157,000 | New | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 156,153 | 21,193 | 0.03% | 0.03% | 50 | +3,518 | 2.3% | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 156,369 | 21,012 | 6.18% | 6.27% | 51 | +3,670 | 2.4% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 153,931 | 20,891 | 0.04% | 0.03% | 52 | +6,742 | 4.58% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 153,260 | 20,800 | 0.01% | 0.01% | 53 | -695 | -0.45% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 164,676 | 20,026 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atwater Malick LLC | History | Added to | 141,303 | 19,177 | 5.18% | 4.09% | 55 | +19,382 | 15.9% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 139,033 | 18,869 | 0.16% | 0.12% | 56 | +1,918 | 1.4% | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 127,138 | 17,255 | 10.02% | 9.21% | 57 | +3,779 | 3.06% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 126,072 | 17,110 | 0.35% | 0.53% | 58 | -67,284 | -34.8% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 122,390 | 16,610 | 0.02% | 0.02% | 59 | -1,383 | -1.12% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 114,540 | 15,545 | 0.04% | 0.03% | 60 | +37,366 | 48.42% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Added to | 114,530 | 15,544 | 3.21% | 2.81% | 61 | +4,985 | 4.55% | Q1 2026 | Apr 09, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 110,051 | 14,936 | 9.59% | 8.58% | 62 | +5,197 | 4.96% | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,626 | 14,878 | 0.0% | 0.0% | 63 | +8,038 | 7.91% | Q1 2026 | May 15, 2026 |
| SYKON CAPITAL LLC | History | Added to | 104,488 | 14,181 | 4.73% | 0.11% | 64 | +101,788 | 3769.93% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 101,266 | 13,710 | 0.5% | 0.35% | 65 | +25,358 | 33.41% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 100,702 | 13,667 | 0.11% | 0.1% | 66 | +2,290 | 2.33% | Q1 2026 | May 01, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 99,322 | 13,479 | 6.6% | 6.0% | 67 | +65 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 95,588 | 12,973 | 1.26% | 1.13% | 68 | +289 | 0.3% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 95,567 | 12,970 | 0.02% | 0.02% | 69 | -991 | -1.03% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 95,228 | 12,927 | 0.04% | 0.03% | 70 | +6,867 | 7.77% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 93,229 | 12,653 | 0.71% | 0.61% | 71 | +3,431 | 3.82% | Q1 2026 | Apr 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 90,250 | 12,248 | 1.35% | 1.16% | 72 | +422 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 89,919 | 12,203 | 1.64% | 1.62% | 73 | -9,320 | -9.39% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 91,280 | 11,100 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 81,015 | 10,995 | 0.12% | 0.12% | 75 | -7,559 | -8.53% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 90,109 | 10,958 | 0.71% | 0.71% | 76 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 78,016 | 10,588 | 0.03% | 0.03% | 77 | +410 | 0.53% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Reduced | 75,685 | 10,272 | 0.45% | 0.41% | 78 | -36 | -0.05% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 75,348 | 10,226 | 0.7% | 0.6% | 79 | +50 | 0.07% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 74,831 | 10,156 | 2.84% | 2.43% | 80 | +644 | 0.87% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | New | 73,235 | 9,939 | 0.12% | — | 81 | +73,235 | New | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Added to | 70,642 | 9,587 | 5.36% | 4.5% | 82 | +1,867 | 2.71% | Q1 2026 | Apr 29, 2026 |
| Forefront Analytics, LLC | History | Reduced | 68,087 | 9,240 | 8.4% | 7.44% | 83 | -1,221 | -1.76% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 67,832 | 9,206 | 0.1% | 0.04% | 84 | +43,416 | 177.82% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 64,805 | 8,795 | 0.06% | 0.05% | 85 | +874 | 1.37% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 64,628 | 8,771 | 0.03% | 0.0% | 86 | +62,300 | 2676.12% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 63,898 | 8,672 | 3.31% | 2.78% | 87 | +6,341 | 11.02% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,021 | 8,553 | 0.01% | 0.01% | 88 | -2,321 | -3.55% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 60,781 | 8,249 | 7.08% | 6.47% | 89 | -611 | -1.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 67,061 | 8,155 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,491 | 8,104 | 0.08% | 0.07% | 91 | +5,360 | 9.72% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 58,458 | 7,933 | 0.04% | 0.03% | 92 | +7,336 | 14.35% | Q1 2026 | May 05, 2026 |
| COWA, LLC | History | Added to | 57,386 | 7,788 | 2.1% | 2.07% | 93 | +1,392 | 2.49% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 57,188 | 7,761 | 0.22% | 0.19% | 94 | +371 | 0.65% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 55,730 | 7,563 | 0.13% | 0.11% | 95 | +1,110 | 2.03% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 55,262 | 7,500 | 0.0% | 0.0% | 96 | -111 | -0.2% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 53,867 | 7,310 | 0.0% | 0.0% | 97 | +135 | 0.25% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 53,509 | 7,262 | 0.01% | 0.01% | 98 | +4,466 | 9.11% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Added to | 53,463 | 7,256 | 3.65% | 3.1% | 99 | +1,229 | 2.35% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Reduced | 52,988 | 7,191 | 0.52% | 0.53% | 100 | -1,103 | -2.04% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 52,736 | 7,143 | 0.04% | 0.03% | 101 | +6,276 | 13.51% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 52,411 | 7,113 | 0.1% | 0.1% | 102 | -9,521 | -15.37% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,928 | 7,047 | 0.0% | 0.0% | 103 | +2,135 | 4.29% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 50,616 | 6,869 | 0.83% | 0.81% | 104 | -2,652 | -4.98% | Q1 2026 | May 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 48,863 | 6,631 | 1.05% | 1.09% | 105 | +237 | 0.49% | Q1 2026 | Apr 17, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 48,632 | 6,600 | 3.27% | 2.95% | 106 | +76 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 48,037 | 6,519 | 0.25% | 0.17% | 107 | +4,503 | 10.34% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 47,438 | 6,438 | 0.09% | 0.08% | 108 | +2,669 | 5.96% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 47,783 | 6,433 | 0.01% | 0.02% | 109 | -75,765 | -61.32% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 46,611 | 6,326 | 0.04% | 0.0% | 110 | +43,024 | 1199.44% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,888 | 6,323 | 0.04% | 0.04% | 111 | +2,333 | 4.71% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | New | 47,030 | 6,301 | 0.76% | — | 112 | +47,030 | New | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 46,230 | 6,274 | 0.01% | 0.01% | 113 | +1,524 | 3.41% | Q1 2026 | May 14, 2026 |
| Paller Financial Services Inc | History | Added to | 44,020 | 5,974 | 4.94% | 4.24% | 114 | +548 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning, LLC | History | Added to | 43,578 | 5,915 | 1.34% | 1.06% | 115 | +6,180 | 16.52% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 42,841 | 5,814 | 0.37% | 0.3% | 116 | +5,651 | 15.19% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 42,070 | 5,710 | 0.65% | 0.53% | 117 | +3,422 | 8.85% | Q1 2026 | Apr 16, 2026 |
| Convergence Financial, LLC | History | Added to | 40,774 | 5,533 | 0.59% | 0.67% | 118 | +3,014 | 7.98% | Q1 2026 | May 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 39,698 | 5,387 | 0.78% | 0.68% | 119 | +500 | 1.28% | Q1 2026 | Apr 20, 2026 |
| Farrow Financial, Inc. | History | Reduced | 39,346 | 5,340 | 3.03% | 2.77% | 120 | -317 | -0.8% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 43,035 | 5,233 | 0.33% | 0.33% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 38,496 | 5,224 | 0.12% | 0.09% | 122 | +6,802 | 21.46% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,391 | 5,210 | 0.04% | 0.04% | 123 | -2,458 | -6.02% | Q1 2026 | Apr 15, 2026 |
| Broussard Financial Group LLC | History | Added to | 37,827 | 5,133 | 4.11% | 3.72% | 124 | +82 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 37,776 | 5,126 | 2.0% | 1.81% | 125 | +84 | 0.22% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,769 | 5,125 | 0.01% | 0.01% | 126 | -945 | -2.44% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Added to | 37,401 | 5,076 | 0.6% | 0.51% | 127 | +2,943 | 8.54% | Q1 2026 | Apr 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 37,295 | 5,061 | 1.33% | 1.07% | 128 | -338 | -0.9% | Q1 2026 | May 11, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 36,844 | 5,000 | 3.48% | 3.98% | 129 | +1,569 | 4.45% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 36,679 | 4,978 | 0.42% | 0.38% | 130 | -756 | -2.02% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 36,522 | 4,956 | 0.01% | — | 131 | +36,522 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 35,482 | 4,815 | 0.01% | 0.0% | 132 | +34,292 | 2881.68% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,447 | 4,810 | 0.21% | 0.21% | 133 | -1,040 | -2.85% | Q1 2026 | Apr 28, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 34,675 | 4,706 | 3.84% | 3.4% | 134 | +677 | 1.99% | Q1 2026 | May 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 33,901 | 4,601 | 0.98% | 0.94% | 135 | -256 | -0.75% | Q1 2026 | Apr 09, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 33,822 | 4,590 | 0.69% | 0.51% | 136 | +6,214 | 22.51% | Q1 2026 | Apr 15, 2026 |
| GODSEY & GIBB, INC | History | Added to | 33,726 | 4,577 | 0.4% | 0.36% | 137 | +1,038 | 3.18% | Q1 2026 | Apr 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 33,666 | 4,569 | 2.22% | 2.12% | 138 | -1,298 | -3.71% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,644 | 4,566 | 0.04% | 0.04% | 139 | +7,161 | 27.04% | Q1 2026 | May 15, 2026 |
| J2 Capital Management Inc | History | Reduced | 32,716 | 4,440 | 3.04% | 4.13% | 140 | -13,798 | -29.66% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 32,398 | 4,396 | 0.48% | 0.43% | 141 | -103 | -0.32% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,022 | 4,346 | 0.07% | 0.08% | 142 | +72 | 0.23% | Q1 2026 | May 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,917 | 4,331 | 0.06% | 0.05% | 143 | +3,470 | 12.2% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | Reduced | 31,768 | 4,311 | 0.95% | 0.88% | 144 | -310 | -0.97% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,903 | 4,194 | 0.06% | 0.05% | 145 | +10,481 | 51.32% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 30,152 | 4,092 | 0.6% | 0.68% | 146 | -243 | -0.8% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 30,148 | 4,091 | 0.02% | 0.02% | 147 | -688 | -2.23% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 29,856 | 4,052 | 0.16% | 0.05% | 148 | +20,697 | 225.97% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 33,256 | 4,052 | 0.01% | 0.01% | 149 | +16,628 | 100.0% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 29,605 | 4,018 | 0.17% | 0.16% | 150 | -98 | -0.33% | Q1 2026 | Apr 30, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 29,498 | 4,003 | 0.41% | 0.35% | 151 | +81 | 0.28% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,724 | 3,994 | 0.21% | 0.08% | 152 | +14,800 | 99.17% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,228 | 3,966 | 0.13% | 0.07% | 153 | +30 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Allen Investment Management, LLC | History | No change | 29,195 | 3,962 | 0.05% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 29,158 | 3,957 | 0.53% | 0.42% | 155 | +3,871 | 15.31% | Q1 2026 | Apr 08, 2026 |
| AMG National Trust Bank | History | Added to | 28,790 | 3,907 | 0.08% | 0.06% | 156 | +7,843 | 37.44% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,737 | 3,900 | 0.01% | 0.01% | 157 | +739 | 2.64% | Q1 2026 | May 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 31,582 | 3,840 | 2.48% | 2.48% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 32,236 | 3,838 | 0.0% | 0.0% | 159 | +1,336 | 4.32% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 28,049 | 3,806 | 0.14% | 0.08% | 160 | +9,650 | 52.45% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,592 | 3,744 | 0.0% | 0.0% | 161 | +1,586 | 6.1% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,391 | 3,717 | 0.02% | 0.02% | 162 | -232 | -0.84% | Q1 2026 | May 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 26,887 | 3,649 | 0.44% | 0.38% | 163 | +826 | 3.17% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 26,831 | 3,641 | 0.01% | 0.0% | 164 | +1,656 | 6.58% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 26,771 | 3,633 | 0.36% | 0.03% | 165 | +24,577 | 1120.19% | Q1 2026 | Apr 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 26,718 | 3,626 | 0.47% | 0.43% | 166 | +1,133 | 4.43% | Q1 2026 | Apr 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 26,507 | 3,597 | 0.52% | 0.48% | 167 | -824 | -3.01% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 26,086 | 3,540 | 0.06% | 0.05% | 168 | +886 | 3.52% | Q1 2026 | Apr 27, 2026 |
| High Point Wealth Management, LLC | History | Added to | 25,773 | 3,497 | 3.38% | 2.86% | 169 | +736 | 2.94% | Q1 2026 | Apr 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 25,688 | 3,486 | 0.96% | 0.85% | 170 | +486 | 1.93% | Q1 2026 | May 08, 2026 |
| Investment Research Partners LLC | History | Reduced | 25,648 | 3,480 | 1.42% | 1.35% | 171 | -172 | -0.67% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 25,383 | 3,445 | 0.11% | 0.21% | 172 | -28,581 | -52.96% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,888 | 3,377 | 0.0% | 0.0% | 173 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 24,770 | 3,361 | 0.08% | 0.07% | 174 | -350 | -1.39% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 24,501 | 3,325 | 0.02% | 0.02% | 175 | +787 | 3.32% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 24,494 | 3,324 | 0.06% | — | 176 | +24,494 | New | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 24,130 | 3,274 | 0.43% | 0.4% | 177 | -908 | -3.63% | Q1 2026 | Apr 09, 2026 |
| Auto-Owners Insurance Co | History | No change | 23,800 | 3,230 | 0.07% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kensington Asset Management, LLC | History | Added to | 23,739 | 3,221 | 0.18% | 0.14% | 179 | +1,289 | 5.74% | Q1 2026 | May 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 23,551 | 3,196 | 0.16% | 0.15% | 180 | -174 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 23,369 | 3,171 | 1.09% | 0.99% | 181 | +48 | 0.21% | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 23,329 | 3,166 | 0.82% | 0.72% | 182 | +464 | 2.03% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 116,175 | 3,139 | 0.06% | 0.08% | 183 | +102,644 | 758.58% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 22,558 | 3,061 | 0.71% | 0.64% | 184 | -308 | -1.35% | Q1 2026 | Apr 17, 2026 |
| PlanVest Financial, Inc | History | New | 22,139 | 3,004 | 2.28% | — | 185 | +22,139 | New | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 22,103 | 2,999 | 0.79% | 0.75% | 186 | -619 | -2.72% | Q1 2026 | Apr 20, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 21,615 | 2,933 | 2.0% | 2.32% | 187 | -5,318 | -19.75% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 21,601 | 2,931 | 0.19% | 0.13% | 188 | +4,757 | 28.24% | Q1 2026 | Apr 17, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 21,514 | 2,919 | 0.61% | 0.59% | 189 | -107 | -0.49% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,473 | 2,914 | 0.11% | 0.11% | 190 | +1,134 | 5.58% | Q1 2026 | May 19, 2026 |
| American State Bank (Iowa) | History | Reduced | 21,418 | 2,906 | 1.4% | 1.28% | 191 | -492 | -2.25% | Q1 2026 | Apr 14, 2026 |
| FC Advisory LLC | History | Reduced | 21,312 | 2,892 | 0.84% | 0.76% | 192 | -368 | -1.7% | Q1 2026 | Apr 14, 2026 |
| Indivisible Partners | History | Added to | 21,217 | 2,879 | 0.25% | 0.24% | 193 | +2,759 | 14.95% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,924 | 2,839 | 0.01% | 0.01% | 194 | -89 | -0.42% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Added to | 20,842 | 2,828 | 0.49% | 0.43% | 195 | +606 | 2.99% | Q1 2026 | Apr 16, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 20,806 | 2,824 | 1.4% | 1.38% | 196 | -1,041 | -4.76% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,691 | 2,808 | 0.02% | 0.01% | 197 | +12,301 | 146.62% | Q1 2026 | Apr 07, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 20,530 | 2,786 | 0.74% | 1.01% | 198 | -7,974 | -27.98% | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 20,472 | 2,778 | 0.08% | 0.07% | 199 | -38 | -0.19% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 20,282 | 2,752 | 0.65% | 0.54% | 200 | +1,160 | 6.07% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 20,270 | 2,751 | 0.35% | — | 201 | +20,270 | New | Q1 2026 | May 18, 2026 |
| Klingman & Associates, LLC | History | Reduced | 20,225 | 2,744 | 0.13% | 0.12% | 202 | -417 | -2.02% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 20,211 | 2,743 | 0.16% | 0.14% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gerald Baker Financial Group LLC | History | New | 19,939 | 2,706 | 0.86% | — | 205 | +19,939 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 19,945 | 2,706 | 0.08% | 0.1% | 204 | -7,519 | -27.38% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,812 | 2,688 | 0.29% | 0.28% | 206 | -537 | -2.64% | Q1 2026 | Apr 24, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 19,428 | 2,636 | 0.52% | 0.46% | 207 | -412 | -2.08% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 19,322 | 2,622 | 0.25% | 0.23% | 208 | +100 | 0.52% | Q1 2026 | Apr 15, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 19,277 | 2,616 | 1.44% | 1.12% | 209 | +2,356 | 13.92% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,168 | 2,601 | 0.05% | 0.04% | 210 | -145 | -0.75% | Q1 2026 | May 07, 2026 |
| Capital Squared Financial LLC | History | Added to | 18,945 | 2,571 | 1.96% | 1.64% | 211 | +1,672 | 9.68% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 18,857 | 2,559 | 0.01% | 0.01% | 212 | +3,560 | 23.27% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,821 | 2,554 | 0.03% | 0.03% | 213 | -1,203 | -6.01% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,679 | 2,535 | 0.09% | 0.09% | 214 | -510 | -2.66% | Q1 2026 | Apr 20, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 18,627 | 2,528 | 0.02% | 0.02% | 215 | -16,164 | -46.46% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 18,538 | 2,515 | 0.01% | — | 216 | +18,538 | New | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 18,487 | 2,509 | 0.48% | 0.43% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 18,483 | 2,508 | 0.44% | 0.39% | 218 | +112 | 0.61% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 18,458 | 2,505 | 0.11% | 0.1% | 219 | -342 | -1.82% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 18,598 | 2,501 | 0.05% | 0.05% | 220 | -30 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | New | 18,211 | 2,471 | 0.01% | — | 222 | +18,211 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 18,211 | 2,471 | 0.09% | 0.07% | 221 | +1,492 | 8.92% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,195 | 2,469 | 0.0% | 0.0% | 223 | +7,162 | 64.91% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | Added to | 18,157 | 2,464 | 0.36% | 0.31% | 224 | +485 | 2.74% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 18,123 | 2,459 | 0.02% | 0.02% | 225 | +874 | 5.07% | Q1 2026 | May 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,061 | 2,451 | 0.2% | 0.17% | 226 | -99 | -0.55% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | Added to | 17,875 | 2,425 | 1.71% | 1.56% | 227 | +195 | 1.1% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,816 | 2,418 | 0.03% | 0.03% | 228 | -2,726 | -13.27% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 17,644 | 2,394 | 0.08% | 0.04% | 229 | -256 | -1.43% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 17,588 | 2,387 | 0.61% | 0.55% | 230 | -53 | -0.3% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Group, LLC | History | Reduced | 17,578 | 2,385 | 0.2% | 0.18% | 231 | -160 | -0.9% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 17,542 | 2,381 | 0.02% | 0.02% | 232 | -587 | -3.24% | Q1 2026 | May 14, 2026 |
| Apex Wealth Management, LLC | History | New | 17,234 | 2,339 | 1.6% | — | 233 | +17,234 | New | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 17,166 | 2,329 | 0.1% | 0.09% | 234 | +3,633 | 26.85% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 17,002 | 2,307 | 0.03% | 0.03% | 235 | +324 | 1.94% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,892 | 2,292 | 0.01% | 0.01% | 236 | +992 | 6.24% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 16,821 | 2,282 | 0.3% | 0.25% | 237 | +1,240 | 7.96% | Q1 2026 | May 01, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 16,820 | 2,282 | 1.93% | 1.72% | 238 | -632 | -3.62% | Q1 2026 | Apr 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 16,785 | 2,278 | 0.83% | 0.51% | 240 | +6,165 | 58.05% | Q1 2026 | Apr 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 16,788 | 2,278 | 0.64% | 0.58% | 239 | +10 | 0.06% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,699 | 2,266 | 0.03% | 0.03% | 241 | -1,045 | -5.89% | Q1 2026 | May 08, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 16,660 | 2,261 | 0.96% | 0.82% | 243 | +515 | 3.19% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 16,664 | 2,261 | 0.01% | 0.01% | 242 | +83 | 0.5% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,575 | 2,249 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 16,315 | 2,214 | 1.43% | 1.26% | 245 | -73 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,604 | 2,205 | 0.05% | 0.05% | 246 | +548 | 3.41% | Q1 2026 | May 04, 2026 |
| Targeted Financial Services LLC | History | Reduced | 16,199 | 2,198 | 1.8% | 1.72% | 247 | -268 | -1.63% | Q1 2026 | Apr 15, 2026 |
| WOODSTOCK CORP | History | No change | 16,180 | 2,195 | 0.2% | 0.17% | 248 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,131 | 2,189 | 0.24% | 0.21% | 249 | -146 | -0.9% | Q1 2026 | Apr 22, 2026 |
| LOM Asset Management Ltd | History | Reduced | 16,132 | 2,189 | 0.63% | 0.57% | 250 | -54 | -0.33% | Q1 2026 | May 05, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 16,087 | 2,183 | 0.4% | 0.35% | 251 | -187 | -1.15% | Q1 2026 | May 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 17,827 | 2,167 | 0.33% | 0.33% | 252 | -924 | -4.93% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | New | 15,860 | 2,152 | 0.08% | — | 253 | +15,860 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,815 | 2,146 | 0.1% | 0.09% | 254 | -106 | -0.67% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 15,732 | 2,135 | 0.17% | 0.13% | 255 | +1,021 | 6.94% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 15,609 | 2,118 | 0.0% | 0.0% | 256 | +13,870 | 797.58% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,548 | 2,110 | 0.11% | 0.1% | 257 | -926 | -5.62% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,394 | 2,089 | 0.05% | 0.01% | 258 | +13,488 | 707.66% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 14,974 | 2,032 | 0.12% | 0.11% | 259 | -55 | -0.37% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Reduced | 14,812 | 2,010 | 0.2% | 0.2% | 260 | -702 | -4.52% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 14,786 | 2,006 | 0.08% | 0.1% | 261 | -8,215 | -35.72% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,747 | 2,001 | 0.01% | 0.01% | 262 | +207 | 1.42% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,663 | 1,990 | 0.16% | — | 263 | +14,663 | New | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 72,616 | 1,971 | 0.01% | 0.01% | 264 | +56,534 | 351.54% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 14,458 | 1,962 | 0.11% | 0.1% | 265 | -3,877 | -21.15% | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 14,405 | 1,955 | 0.82% | 1.01% | 266 | -4,941 | -25.54% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | New | 14,162 | 1,922 | 0.04% | — | 267 | +14,162 | New | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 14,158 | 1,921 | 0.11% | 0.11% | 268 | -1,095 | -7.18% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 14,069 | 1,909 | 0.14% | 0.12% | 269 | -245 | -1.71% | Q1 2026 | May 06, 2026 |
| RDA Financial Network | History | Added to | 14,051 | 1,907 | 0.48% | 0.39% | 270 | +583 | 4.33% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 13,861 | 1,881 | 0.12% | 0.1% | 271 | +1,257 | 9.97% | Q1 2026 | Apr 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 13,813 | 1,874 | 0.88% | 0.73% | 272 | -176 | -1.26% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 13,790 | 1,871 | 0.42% | 0.41% | 273 | -765 | -5.26% | Q1 2026 | Apr 02, 2026 |
| Avail Investment Partners, LLC | History | New | 13,428 | 1,822 | 1.95% | — | 274 | +13,428 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,404 | 1,819 | 0.02% | 0.02% | 275 | +80 | 0.6% | Q1 2026 | Apr 20, 2026 |
| NCM Capital Management, LLC | History | Reduced | 13,339 | 1,810 | 0.65% | 0.6% | 276 | -22 | -0.16% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,259 | 1,799 | 0.11% | 0.1% | 277 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,229 | 1,795 | 0.05% | 0.04% | 278 | +123 | 0.94% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 13,115 | 1,779 | 0.08% | 0.07% | 279 | +1,397 | 11.92% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | No change | 12,833 | 1,741 | 0.06% | 0.05% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 12,650 | 1,716 | 0.19% | 0.17% | 281 | +175 | 1.4% | Q1 2026 | May 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 12,581 | 1,707 | 0.05% | 0.04% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 12,494 | 1,695 | 0.22% | 0.18% | 283 | +130 | 1.05% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,456 | 1,690 | 0.04% | 0.04% | 284 | -1,357 | -9.82% | Q1 2026 | May 01, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 12,366 | 1,678 | 0.26% | 0.24% | 285 | +110 | 0.9% | Q1 2026 | May 07, 2026 |
| INVESTED ADVISORS | History | Added to | 12,220 | 1,658 | 1.67% | 1.53% | 286 | +51 | 0.42% | Q1 2026 | Apr 29, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 12,192 | 1,654 | 0.12% | 0.12% | 287 | +75 | 0.62% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,126 | 1,645 | 0.65% | 0.69% | 288 | -1,909 | -13.6% | Q1 2026 | May 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 12,020 | 1,631 | 0.74% | 0.68% | 289 | +813 | 7.25% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 11,951 | 1,621 | 0.54% | 0.48% | 290 | +75 | 0.63% | Q1 2026 | May 08, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 11,869 | 1,610 | 1.58% | 1.47% | 291 | +271 | 2.34% | Q1 2026 | May 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,816 | 1,603 | 0.01% | 0.01% | 292 | +3,717 | 45.89% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 11,703 | 1,588 | 0.13% | 0.1% | 293 | +1,573 | 15.53% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,695 | 1,587 | 0.09% | — | 294 | +11,695 | New | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,503 | 1,561 | 0.29% | 0.26% | 295 | -1,341 | -10.44% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,424 | 1,550 | 0.05% | 0.05% | 296 | +17 | 0.15% | Q1 2026 | Apr 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 11,233 | 1,524 | 0.17% | 0.16% | 297 | -255 | -2.22% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Added to | 11,219 | 1,522 | 0.03% | 0.03% | 298 | +1,158 | 11.51% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,195 | 1,519 | 0.01% | 0.0% | 299 | +1,895 | 20.38% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Added to | 11,115 | 1,508 | 0.31% | 0.27% | 300 | +330 | 3.06% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 10,796 | 1,465 | 0.49% | 1.3% | 301 | -16,652 | -60.67% | Q1 2026 | Apr 17, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 10,767 | 1,461 | 0.02% | 0.03% | 302 | -3,770 | -25.93% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 10,739 | 1,457 | 0.03% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,868 | 1,452 | 0.05% | 0.05% | 304 | -192 | -1.74% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Added to | 10,627 | 1,442 | 0.33% | 0.29% | 305 | +442 | 4.34% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 10,611 | 1,440 | 0.09% | 0.09% | 306 | -360 | -3.28% | Q1 2026 | Apr 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 10,523 | 1,428 | 0.05% | 0.04% | 307 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 10,504 | 1,425 | 0.02% | — | 309 | +10,504 | New | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 10,505 | 1,425 | 0.17% | 0.13% | 308 | +2,391 | 29.47% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 10,399 | 1,411 | 0.16% | 0.14% | 310 | +107 | 1.04% | Q1 2026 | May 15, 2026 |
| Bauman Advisory Group, LLC | History | New | 10,351 | 1,404 | 0.98% | — | 311 | +10,351 | New | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,338 | 1,403 | 0.01% | 0.0% | 312 | +5,173 | 100.15% | Q1 2026 | Apr 30, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 10,285 | 1,392 | 1.15% | 0.91% | 313 | +337 | 3.39% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,077 | 1,367 | 0.0% | 0.0% | 315 | +773 | 8.31% | Q1 2026 | May 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 10,079 | 1,367 | 0.4% | 0.34% | 314 | +464 | 4.83% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | New | 10,002 | 1,357 | 0.04% | — | 317 | +10,002 | New | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | No change | 10,000 | 1,357 | 0.09% | 0.08% | 316 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,841 | 1,335 | 0.01% | 0.01% | 318 | -32 | -0.32% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 9,789 | 1,328 | 0.18% | 0.17% | 319 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Weaver Consulting Group | History | Added to | 9,734 | 1,321 | 0.31% | 0.29% | 320 | +16 | 0.16% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 9,661 | 1,311 | 0.21% | 0.19% | 321 | -375 | -3.74% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,636 | 1,307 | 0.06% | 0.05% | 322 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,606 | 1,303 | 0.01% | 0.01% | 323 | -8,589 | -47.21% | Q1 2026 | May 14, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 9,431 | 1,279 | 1.03% | 0.9% | 324 | -81 | -0.85% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 9,371 | 1,271 | 0.08% | 0.07% | 325 | +1,103 | 13.34% | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | Added to | 9,219 | 1,251 | 0.28% | 0.25% | 327 | +2,229 | 31.89% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 9,222 | 1,251 | 0.27% | 0.25% | 326 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Straight Path Wealth Management | History | Added to | 9,170 | 1,244 | 0.33% | 0.3% | 328 | +58 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Patten Group, Inc. | History | Added to | 9,160 | 1,243 | 0.22% | 0.2% | 329 | +136 | 1.51% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,129 | 1,240 | 0.02% | 0.02% | 330 | -969 | -9.6% | Q1 2026 | Apr 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 10,177 | 1,237 | 0.09% | 0.09% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 9,110 | 1,236 | 0.06% | 0.06% | 332 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 8,893 | 1,206 | 0.12% | 0.12% | 333 | -1,290 | -12.67% | Q1 2026 | Apr 30, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 8,857 | 1,202 | 0.83% | 0.75% | 334 | +684 | 8.37% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Added to | 8,839 | 1,199 | 0.14% | 0.14% | 335 | +94 | 1.07% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,551 | 1,160 | 0.02% | 0.02% | 336 | -307 | -3.47% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,500 | 1,153 | 0.0% | — | 337 | +8,500 | New | Q1 2026 | May 15, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 8,474 | 1,150 | 0.47% | 0.39% | 338 | +760 | 9.85% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 8,425 | 1,143 | 0.1% | 0.09% | 339 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,492 | 1,136 | 0.0% | 0.01% | 340 | +508 | 6.36% | Q1 2026 | May 12, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 8,372 | 1,136 | 0.93% | 0.81% | 341 | +61 | 0.73% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,302 | 1,126 | 0.09% | 0.08% | 342 | -214 | -2.51% | Q1 2026 | Apr 08, 2026 |
| Noble Family Wealth, LLC | History | No change | 8,245 | 1,119 | 0.23% | 0.21% | 343 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,125 | 1,102 | 0.06% | 0.03% | 344 | +2,991 | 58.26% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,111 | 1,100 | 0.0% | 0.0% | 345 | -750 | -8.46% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 8,065 | 1,094 | 0.12% | 0.11% | 346 | -75 | -0.92% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 8,050 | 1,092 | 0.02% | 0.01% | 347 | +4,587 | 132.46% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 8,021 | 1,088 | 0.07% | 0.06% | 348 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 7,988 | 1,084 | 0.11% | 0.1% | 349 | -129 | -1.59% | Q1 2026 | Apr 09, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 7,910 | 1,073 | 0.34% | 0.3% | 350 | -54 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Curi Capital, LLC | History | Reduced | 7,898 | 1,071 | 0.02% | 0.02% | 351 | -920 | -10.43% | Q1 2026 | May 15, 2026 |
| Sunesis Advisors, LLC | History | No change | 7,859 | 1,066 | 0.48% | 0.43% | 352 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,841 | 1,064 | 0.01% | 0.01% | 353 | -15 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,809 | 1,059 | 0.04% | 0.04% | 354 | +4,717 | 152.55% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 7,790 | 1,042 | 0.26% | 0.21% | 355 | +859 | 12.39% | Q1 2026 | Apr 15, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 7,670 | 1,040 | 0.11% | 0.14% | 356 | -2,705 | -26.07% | Q1 2026 | Apr 20, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 7,473 | 1,014 | 0.29% | 0.3% | 357 | -1,480 | -16.53% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 7,458 | 1,012 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Reduced | 7,417 | 1,006 | 0.42% | 0.38% | 359 | -170 | -2.24% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,976 | 1,004 | 0.0% | 0.01% | 360 | +3,773 | 11.36% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,340 | 996 | 0.02% | — | 361 | +7,340 | New | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 7,317 | 993 | 0.06% | 0.05% | 362 | +110 | 1.53% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,303 | 991 | 0.02% | 0.01% | 363 | +3,666 | 100.8% | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 7,278 | 987 | 0.45% | 0.4% | 364 | -1,984 | -21.42% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,248 | 983 | 0.05% | 0.04% | 365 | +1,164 | 19.13% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,219 | 979 | 0.0% | 0.0% | 366 | -3,156 | -30.42% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,214 | 979 | 0.06% | 0.06% | 367 | -250 | -3.35% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,208 | 978 | 0.0% | 0.0% | 368 | +1,195 | 19.87% | Q1 2026 | May 05, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 7,184 | 975 | 0.19% | 0.17% | 369 | -15 | -0.21% | Q1 2026 | May 12, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 8,013 | 974 | 0.7% | 0.7% | 370 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 7,169 | 972 | 0.11% | 0.1% | 371 | +18 | 0.25% | Q1 2026 | May 01, 2026 |
| JSF Financial, LLC | History | Added to | 7,133 | 968 | 0.19% | 0.18% | 372 | +44 | 0.62% | Q1 2026 | May 07, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 7,081 | 960 | 0.22% | 0.07% | 373 | +4,497 | 174.03% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 7,069 | 959 | 0.1% | 0.09% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,056 | 957 | 0.07% | 0.06% | 375 | +3,358 | 90.81% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 7,009 | 951 | 0.06% | 0.05% | 376 | -363 | -4.92% | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,991 | 949 | 0.03% | 0.03% | 377 | -256 | -3.53% | Q1 2026 | Apr 21, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 6,981 | 947 | 0.07% | 0.06% | 378 | -6 | -0.09% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 6,926 | 939 | 0.06% | — | 380 | +6,926 | New | Q1 2026 | Apr 28, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 6,920 | 939 | 0.23% | 0.21% | 379 | -226 | -3.16% | Q1 2026 | Apr 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,882 | 934 | 0.03% | 0.02% | 381 | +2,445 | 55.1% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | Reduced | 6,849 | 929 | 0.04% | 0.04% | 382 | -805 | -10.52% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,842 | 928 | 0.0% | — | 385 | +6,842 | New | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 6,933 | 928 | 0.06% | 0.08% | 383 | -1,682 | -19.52% | Q1 2026 | Apr 29, 2026 |
| Tacita Capital Inc | History | Reduced | 6,840 | 928 | 0.55% | 0.51% | 384 | -415 | -5.72% | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | No change | 6,810 | 924 | 0.13% | 0.12% | 386 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | New | 6,700 | 909 | 0.0% | — | 387 | +6,700 | New | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 6,674 | 905 | 0.08% | 0.07% | 388 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,652 | 902 | 0.01% | 0.01% | 390 | -509 | -7.11% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,649 | 902 | 0.05% | 0.05% | 389 | +97 | 1.48% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 6,604 | 896 | 0.03% | 0.02% | 391 | +229 | 3.59% | Q1 2026 | May 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 6,595 | 895 | 0.09% | 0.07% | 392 | +316 | 5.03% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,518 | 884 | 0.01% | 0.01% | 393 | +1,388 | 27.06% | Q1 2026 | May 13, 2026 |
| Climber Capital SA | History | No change | 6,500 | 881 | 0.58% | 0.51% | 394 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,438 | 873 | 0.0% | 0.0% | 395 | +1,933 | 42.91% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 6,430 | 872 | 0.02% | 0.01% | 396 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 6,417 | 871 | 0.06% | 0.05% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,400 | 868 | 0.0% | 0.0% | 399 | -6,500 | -50.39% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,398 | 868 | 0.01% | 0.01% | 398 | +140 | 2.24% | Q1 2026 | Apr 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 31,764 | 862 | 0.01% | 0.01% | 400 | +26,902 | 553.31% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,271 | 851 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 31,337 | 843 | 0.49% | — | 402 | +31,337 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,199 | 841 | 0.08% | 0.07% | 403 | +52 | 0.85% | Q1 2026 | Apr 30, 2026 |
| American Wealth Advisors, LLC | History | Added to | 6,170 | 837 | 0.87% | 0.73% | 404 | +13 | 0.21% | Q1 2026 | Apr 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,127 | 831 | 0.05% | 0.04% | 405 | +596 | 10.78% | Q1 2026 | Apr 30, 2026 |
| Human Investing LLC | History | Added to | 6,073 | 824 | 0.12% | 0.1% | 406 | +172 | 2.91% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 6,044 | 820 | 0.06% | 0.05% | 407 | +25 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,985 | 812 | 0.01% | 0.01% | 408 | -443 | -6.89% | Q1 2026 | May 06, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 5,979 | 811 | 0.35% | 0.16% | 409 | +2,964 | 98.31% | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,969 | 810 | 0.1% | 0.08% | 410 | +389 | 6.97% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 5,948 | 807 | 0.05% | 0.05% | 411 | +176 | 3.05% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,888 | 799 | 0.06% | 0.07% | 412 | -1,755 | -22.96% | Q1 2026 | Apr 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 5,865 | 795 | 0.09% | 0.08% | 413 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Reduced | 5,816 | 789 | 0.01% | 0.01% | 414 | -241 | -3.98% | Q1 2026 | May 01, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 5,802 | 787 | 0.48% | 0.37% | 416 | +483 | 9.08% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | Reduced | 5,803 | 787 | 0.06% | 0.06% | 415 | -257 | -4.24% | Q1 2026 | May 08, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 28,988 | 786 | 0.53% | — | 418 | +28,988 | New | Q1 2026 | May 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 5,793 | 786 | 0.0% | 0.0% | 417 | -50 | -0.86% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,729 | 777 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 5,697 | 773 | 0.1% | 0.09% | 420 | -150 | -2.57% | Q1 2026 | Apr 08, 2026 |
| Breachway Investments LLC | History | Added to | 5,746 | 769 | 0.74% | 0.7% | 421 | +257 | 4.68% | Q1 2026 | Apr 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 5,661 | 768 | 0.34% | 0.3% | 422 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,606 | 760 | 0.15% | 0.13% | 423 | +259 | 4.84% | Q1 2026 | May 14, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 5,543 | 752 | 0.44% | 0.33% | 424 | +766 | 16.04% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 5,507 | 747 | 0.05% | 0.04% | 425 | +101 | 1.87% | Q1 2026 | May 05, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 5,503 | 746 | 0.15% | 0.15% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,486 | 744 | 0.17% | 0.16% | 427 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 5,464 | 741 | 0.46% | 0.42% | 428 | -85 | -1.53% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,414 | 734 | 0.02% | 0.01% | 429 | +1,212 | 28.84% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 5,378 | 729 | 0.07% | 0.09% | 430 | -1,210 | -18.37% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 5,298 | 719 | 0.01% | 0.01% | 432 | +626 | 13.4% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 5,299 | 719 | 0.02% | 0.02% | 433 | -39 | -0.73% | Q1 2026 | Apr 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,300 | 719 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,158 | 700 | 0.0% | — | 434 | +5,158 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 5,097 | 691 | 0.03% | 0.02% | 435 | +2,033 | 66.35% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,091 | 690 | 0.03% | 0.02% | 436 | +1,581 | 45.04% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,025 | 681 | 0.14% | 0.11% | 437 | +835 | 19.93% | Q1 2026 | Apr 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,990 | 677 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,573 | 677 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,979 | 675 | 0.02% | 0.01% | 440 | +2,626 | 111.6% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,962 | 673 | 0.02% | 0.02% | 441 | -406 | -7.56% | Q1 2026 | Apr 14, 2026 |
| David J Yvars Group | History | Reduced | 4,947 | 671 | 0.38% | 0.32% | 442 | -45 | -0.9% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,922 | 668 | 0.01% | 0.01% | 443 | -1,298 | -20.87% | Q1 2026 | Apr 23, 2026 |
| Index Technologies Group LLC | History | Added to | 4,915 | 667 | 0.73% | 0.31% | 444 | +2,433 | 98.03% | Q1 2026 | Apr 29, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 4,902 | 665 | 0.24% | 0.21% | 445 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,843 | 657 | 0.02% | 0.02% | 446 | -288 | -5.61% | Q1 2026 | May 11, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 4,839 | 656 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Helium Advisors LLC | History | Reduced | 4,790 | 650 | 0.62% | 0.62% | 449 | -281 | -5.54% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Reduced | 4,791 | 650 | 0.02% | 0.02% | 448 | -87 | -1.78% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 4,784 | 649 | 0.23% | — | 450 | +4,784 | New | Q1 2026 | May 13, 2026 |
| Tannin Capital LLC | History | New | 4,766 | 646 | 0.47% | — | 452 | +4,766 | New | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 4,765 | 646 | 0.02% | 0.02% | 451 | +457 | 10.61% | Q1 2026 | May 14, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 4,745 | 643 | 0.22% | 0.23% | 453 | -332 | -6.54% | Q1 2026 | Apr 21, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 4,709 | 639 | 0.1% | 0.05% | 454 | +1,762 | 59.79% | Q1 2026 | Apr 21, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,711 | 639 | 0.11% | 0.11% | 455 | -572 | -10.83% | Q1 2026 | Apr 17, 2026 |
| Chatterton & Associates Inc. | History | Added to | 4,679 | 633 | 0.44% | 0.47% | 456 | +188 | 4.19% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | No change | 4,622 | 627 | 0.05% | 0.04% | 457 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,612 | 625 | 0.01% | 0.01% | 458 | +262 | 6.02% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,557 | 618 | 0.02% | 0.01% | 459 | +40 | 0.89% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | No change | 4,523 | 613 | 0.06% | 0.05% | 460 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 4,453 | 604 | 0.15% | 0.18% | 461 | +2,784 | 166.81% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 4,436 | 602 | 0.0% | 0.0% | 462 | -312 | -6.57% | Q1 2026 | May 04, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 4,440 | 602 | 0.43% | 0.41% | 463 | -110 | -2.42% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Reduced | 4,393 | 596 | 0.05% | 0.04% | 464 | -131 | -2.9% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,379 | 594 | 0.01% | 0.01% | 465 | +679 | 18.35% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 4,356 | 591 | 0.08% | 0.06% | 466 | +685 | 18.66% | Q1 2026 | Apr 30, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 4,328 | 587 | 0.28% | 0.27% | 467 | -137 | -3.07% | Q1 2026 | May 08, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,322 | 586 | 0.19% | 0.16% | 468 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | New | 4,295 | 582 | 0.07% | — | 470 | +4,295 | New | Q1 2026 | May 13, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 4,294 | 582 | 0.29% | 0.25% | 469 | +100 | 2.38% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 4,220 | 572 | 0.14% | 0.12% | 471 | +112 | 2.73% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,199 | 569 | 0.01% | 0.0% | 472 | +2,032 | 93.77% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,186 | 568 | 0.13% | 0.05% | 473 | +2,503 | 148.72% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 4,116 | 558 | 0.07% | 0.06% | 474 | +14 | 0.34% | Q1 2026 | May 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,100 | 556 | 0.2% | 0.19% | 475 | -534 | -11.52% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 4,047 | 549 | 0.08% | — | 476 | +4,047 | New | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,024 | 546 | 0.01% | 0.01% | 477 | -82 | -2.0% | Q1 2026 | May 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 4,000 | 542 | 0.13% | 0.12% | 478 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 3,984 | 540 | 0.28% | 0.21% | 479 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,964 | 537 | 0.04% | 0.03% | 480 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 3,940 | 534 | 0.19% | 0.17% | 481 | +73 | 1.89% | Q1 2026 | May 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 3,908 | 530 | 0.04% | 0.04% | 483 | -177 | -4.33% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,909 | 530 | 0.26% | 0.23% | 482 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 3,911 | 530 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baring Financial LLC | History | Added to | 3,901 | 529 | 0.32% | 0.29% | 485 | +15 | 0.39% | Q1 2026 | Apr 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 3,831 | 519 | 0.05% | 0.04% | 486 | +7 | 0.18% | Q1 2026 | Apr 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,775 | 512 | 0.03% | — | 487 | +3,775 | New | Q1 2026 | Apr 29, 2026 |
| Apella Capital, LLC | History | New | 3,801 | 509 | 0.01% | — | 488 | +3,801 | New | Q1 2026 | Apr 20, 2026 |
| Zullo Investment Group, Inc. | History | No change | 3,750 | 508 | 0.19% | 0.17% | 489 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,738 | 507 | 0.04% | 0.04% | 491 | -135 | -3.49% | Q1 2026 | Apr 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,738 | 507 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,691 | 500 | 0.02% | 0.02% | 492 | +14 | 0.38% | Q1 2026 | May 06, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 3,677 | 499 | 0.1% | 0.05% | 493 | +1,600 | 77.03% | Q1 2026 | May 08, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,644 | 494 | 0.05% | 0.05% | 494 | -410 | -10.11% | Q1 2026 | Apr 21, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 18,190 | 493 | 0.38% | 0.36% | 495 | +14,482 | 390.56% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,636 | 493 | 0.24% | 0.22% | 497 | -203 | -5.29% | Q1 2026 | Apr 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 3,635 | 493 | 0.37% | 0.32% | 496 | +5 | 0.14% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | Added to | 3,620 | 491 | 0.01% | 0.0% | 498 | +3,420 | 1710.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 3,613 | 490 | 0.01% | 0.01% | 499 | -992 | -21.54% | Q1 2026 | May 05, 2026 |
| Abundance Wealth Counselors | History | Reduced | 3,605 | 489 | 0.07% | 0.08% | 500 | -255 | -6.61% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 3,610 | 489 | 0.05% | 0.05% | 501 | -191 | -5.02% | Q1 2026 | Apr 27, 2026 |
| Firestone Capital Management | History | No change | 3,600 | 488 | 0.1% | 0.09% | 502 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbeam Capital Management, LLC | History | New | 3,587 | 486 | 0.28% | — | 504 | +3,587 | New | Q1 2026 | Apr 16, 2026 |
| Shum Financial Group, Inc. | History | Added to | 3,588 | 486 | 0.34% | 0.3% | 503 | +167 | 4.88% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,567 | 484 | 0.04% | 0.03% | 505 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,542 | 480 | 0.04% | 0.03% | 506 | +192 | 5.73% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 3,551 | 479 | 0.13% | 0.12% | 507 | -2,995 | -45.75% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,531 | 479 | 0.01% | 0.01% | 508 | +180 | 5.37% | Q1 2026 | Apr 29, 2026 |
| Greenline Partners, LLC | History | No change | 3,496 | 474 | 0.05% | 0.05% | 509 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,495 | 474 | 0.28% | 0.21% | 510 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 3,490 | 473 | 0.04% | 0.04% | 511 | -135 | -3.72% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,866 | 470 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Eley Financial Management, Inc | History | Reduced | 3,459 | 469 | 0.17% | 0.15% | 513 | -7 | -0.2% | Q1 2026 | May 19, 2026 |
| Citizens National Bank Trust Department | History | Added to | 3,454 | 468 | 0.08% | 0.06% | 515 | +429 | 14.18% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 3,454 | 468 | 0.06% | 0.06% | 514 | +116 | 3.48% | Q1 2026 | Apr 15, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 3,449 | 468 | 0.48% | 0.46% | 516 | -115 | -3.23% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 3,436 | 466 | 0.01% | 0.0% | 517 | +666 | 24.04% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,436 | 465 | 0.03% | 0.02% | 518 | -178 | -4.93% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,409 | 461 | 0.03% | 0.03% | 519 | -429 | -11.18% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Added to | 3,390 | 460 | 0.01% | 0.01% | 520 | +2,044 | 151.86% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 3,805 | 460 | 0.15% | 0.07% | 521 | +599 | 18.68% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,377 | 458 | 0.03% | 0.02% | 522 | -432 | -11.34% | Q1 2026 | Apr 28, 2026 |
| Cadent Capital Advisors, LLC | History | New | 3,370 | 457 | 0.12% | — | 524 | +3,370 | New | Q1 2026 | Apr 08, 2026 |
| TrueWealth Advisors, LLC | History | No change | 3,372 | 457 | 0.11% | 0.11% | 523 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 3,350 | 454 | 0.43% | 0.37% | 525 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | No change | 3,331 | 452 | 0.2% | 0.17% | 526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sageworth Trust Co | History | No change | 3,321 | 450 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 3,311 | 449 | 0.18% | 0.16% | 528 | -113 | -3.3% | Q1 2026 | Apr 22, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 3,304 | 448 | 0.11% | 0.09% | 529 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 3,290 | 446 | 0.06% | 0.06% | 530 | -498 | -13.15% | Q1 2026 | Apr 27, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 3,280 | 445 | 0.07% | 0.07% | 531 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 3,278 | 444 | 0.4% | 0.37% | 532 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Premier Private Wealth Management LLC | History | No change | 3,256 | 441 | 0.47% | 0.45% | 533 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Added to | 3,235 | 439 | 0.07% | 0.06% | 534 | +40 | 1.25% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,220 | 437 | 0.02% | 0.03% | 535 | -2,530 | -44.0% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 3,226 | 437 | 0.06% | 0.05% | 536 | +2 | 0.06% | Q1 2026 | Apr 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,199 | 434 | 0.18% | 0.15% | 537 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 3,185 | 432 | 0.29% | 0.26% | 538 | +95 | 3.07% | Q1 2026 | Apr 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,182 | 431 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,154 | 428 | 0.01% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 3,144 | 426 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 3,123 | 423 | 0.08% | 0.09% | 542 | -703 | -18.37% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 3,080 | 418 | 0.03% | 0.03% | 543 | +7 | 0.23% | Q1 2026 | Apr 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 3,077 | 417 | 0.05% | 0.05% | 544 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Urban Wealth Management, LLC | History | No change | 3,079 | 417 | 0.43% | 0.35% | 545 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Optivise Advisory Services LLC | History | New | 3,066 | 416 | 0.25% | — | 547 | +3,066 | New | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,067 | 416 | 0.0% | 0.0% | 546 | -262 | -7.87% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 3,046 | 413 | 0.03% | 0.02% | 548 | +17 | 0.56% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,039 | 412 | 0.21% | 0.2% | 549 | -64 | -2.06% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | New | 3,032 | 411 | 0.14% | — | 550 | +3,032 | New | Q1 2026 | Apr 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 3,023 | 410 | 0.14% | 0.12% | 551 | +8 | 0.27% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | No change | 3,011 | 408 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,038 | 406 | 0.03% | 0.03% | 553 | -137 | -4.31% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,341 | 406 | 0.12% | 0.12% | 554 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Synergy Investment Management, LLC | History | New | 2,991 | 405 | 0.13% | — | 556 | +2,991 | New | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 2,986 | 405 | 0.01% | 0.01% | 555 | -350 | -10.49% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 15,060 | 404 | 0.01% | 0.01% | 557 | +11,927 | 380.69% | Q1 2026 | May 11, 2026 |
| M3 Wealth Management, LLC | History | New | 2,983 | 404 | 0.31% | — | 558 | +2,983 | New | Q1 2026 | May 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 2,950 | 400 | 0.03% | 0.04% | 559 | -1,550 | -34.44% | Q1 2026 | Apr 29, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 2,947 | 399 | 0.16% | 0.6% | 560 | -9,962 | -77.17% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,946 | 399 | 0.01% | 0.01% | 561 | +10 | 0.34% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,904 | 394 | 0.12% | 0.11% | 562 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 2,862 | 388 | 0.11% | — | 563 | +2,862 | New | Q1 2026 | Apr 09, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 2,841 | 385 | 0.06% | 0.08% | 564 | -559 | -16.44% | Q1 2026 | Apr 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 2,828 | 383 | 0.05% | 0.05% | 565 | +82 | 2.99% | Q1 2026 | May 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,818 | 382 | 0.03% | 0.03% | 566 | +4 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 2,806 | 380 | 0.0% | 0.0% | 568 | +382 | 15.76% | Q1 2026 | May 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,805 | 380 | 0.22% | 0.2% | 567 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 2,835 | 379 | 0.05% | — | 569 | +2,835 | New | Q1 2026 | May 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 2,784 | 377 | 0.05% | 0.05% | 570 | -508 | -15.43% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 2,767 | 375 | 0.0% | 0.0% | 571 | +272 | 10.9% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,763 | 374 | 0.03% | 0.08% | 572 | -6,753 | -70.96% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | Added to | 2,745 | 372 | 0.05% | 0.04% | 573 | +720 | 35.56% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,736 | 371 | 0.04% | 0.04% | 575 | +16 | 0.59% | Q1 2026 | May 04, 2026 |
| Alpha Financial Partners LLC | History | Added to | 2,734 | 371 | 0.22% | 0.2% | 576 | +16 | 0.59% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,739 | 371 | 0.02% | 0.02% | 574 | -1 | -0.04% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 2,720 | 369 | 0.03% | 0.02% | 578 | +10 | 0.37% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,720 | 369 | 0.03% | 0.02% | 577 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,042 | 369 | 0.07% | 0.07% | 579 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CPWA, LLC | History | New | 13,556 | 366 | 0.44% | — | 581 | +13,556 | New | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,698 | 366 | 0.01% | 0.01% | 580 | +22 | 0.82% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | New | 2,683 | 364 | 0.02% | — | 582 | +2,683 | New | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,675 | 363 | 0.0% | 0.03% | 583 | -20,706 | -88.56% | Q1 2026 | May 13, 2026 |
| GDS Wealth Management | History | Reduced | 2,674 | 362 | 0.02% | 0.02% | 584 | -51 | -1.87% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,635 | 357 | 0.02% | 0.02% | 585 | +438 | 19.94% | Q1 2026 | Apr 30, 2026 |
| Shira Ridge Wealth Management | History | No change | 2,636 | 357 | 0.14% | 0.13% | 586 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlatl Advisers LLC | History | No change | 2,613 | 354 | 0.26% | 0.12% | 587 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,602 | 353 | 0.02% | — | 588 | +2,602 | New | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,600 | 352 | 0.0% | 0.0% | 589 | -121,400 | -97.9% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,836 | 344 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Insights, Inc. | History | No change | 2,527 | 342 | 0.11% | 0.1% | 591 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,554 | 342 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LGL PARTNERS, LLC | History | New | 2,516 | 341 | 0.14% | — | 593 | +2,516 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 2,508 | 340 | 0.04% | — | 595 | +2,508 | New | Q1 2026 | Apr 15, 2026 |
| Smith Salley Wealth Management | History | Added to | 2,512 | 340 | 0.02% | 0.02% | 594 | +14 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | New | 2,500 | 339 | 0.02% | — | 596 | +2,500 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,495 | 338 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,478 | 336 | 0.03% | 0.03% | 598 | +19 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 2,457 | 333 | 0.16% | 0.11% | 599 | +668 | 37.34% | Q1 2026 | Apr 20, 2026 |
| Essex Bank | History | No change | 2,427 | 329 | 0.07% | 0.06% | 600 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,703 | 328 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,410 | 327 | 0.09% | — | 603 | +2,410 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,410 | 327 | 0.09% | 0.09% | 602 | +43 | 1.82% | Q1 2026 | May 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | New | 2,407 | 326 | 0.13% | — | 605 | +2,407 | New | Q1 2026 | Apr 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 2,405 | 326 | 0.02% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 2,372 | 321 | 0.15% | 0.14% | 606 | +7 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Rydar Equities, Inc. | History | Added to | 2,356 | 319 | 0.25% | 0.17% | 607 | +515 | 27.97% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 2,404 | 318 | 0.02% | 0.02% | 609 | -15 | -0.62% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,618 | 318 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 2,338 | 317 | 0.01% | — | 610 | +2,338 | New | Q1 2026 | May 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,324 | 315 | 0.02% | 0.01% | 611 | +562 | 31.9% | Q1 2026 | Apr 17, 2026 |
| BCS Wealth Management | History | Reduced | 2,319 | 314 | 0.06% | 0.06% | 612 | -2,946 | -55.95% | Q1 2026 | Apr 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,312 | 313 | 0.02% | 0.03% | 614 | -2,312 | -50.0% | Q1 2026 | May 21, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,310 | 313 | 0.05% | 0.04% | 615 | -2 | -0.09% | Q1 2026 | May 06, 2026 |
| ICONIQ Capital, LLC | History | No change | 11,565 | 313 | 0.01% | 0.02% | 613 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valued Retirements, Inc. | History | No change | 2,298 | 311 | 0.3% | 0.27% | 616 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 2,290 | 310 | 0.06% | 0.04% | 617 | +573 | 33.37% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,276 | 308 | 0.0% | 0.0% | 618 | -154 | -6.34% | Q1 2026 | May 06, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,275 | 308 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,268 | 307 | 0.02% | — | 621 | +2,268 | New | Q1 2026 | Apr 17, 2026 |
| Gradient Investments LLC | History | Reduced | 2,264 | 307 | 0.0% | 0.0% | 620 | -30 | -1.31% | Q1 2026 | Apr 13, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 2,246 | 304 | 0.27% | 0.08% | 622 | +1,776 | 377.87% | Q1 2026 | May 11, 2026 |
| Financial Partners Group, Inc | History | New | 2,237 | 303 | 0.04% | — | 623 | +2,237 | New | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 2,216 | 300 | 0.01% | 0.01% | 624 | -4 | -0.18% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,202 | 298 | 0.01% | 0.01% | 625 | -60 | -2.65% | Q1 2026 | May 08, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,176 | 295 | 0.05% | 0.05% | 626 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 2,152 | 292 | 0.03% | 0.03% | 627 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 2,150 | 291 | 0.16% | 0.22% | 628 | -330 | -13.31% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | No change | 2,124 | 288 | 0.03% | 0.03% | 629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,118 | 287 | 0.01% | 0.01% | 630 | -267 | -11.19% | Q1 2026 | Apr 10, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,112 | 286 | 0.02% | 0.03% | 631 | -341 | -13.9% | Q1 2026 | Apr 24, 2026 |
| Realta Investment Advisors | History | Added to | 2,101 | 285 | 0.1% | 0.07% | 633 | +299 | 16.59% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,100 | 285 | 0.0% | 0.0% | 632 | -146 | -6.5% | Q1 2026 | May 04, 2026 |
| Bison Wealth, LLC | History | Added to | 10,441 | 283 | 0.03% | 0.03% | 634 | +8,353 | 400.05% | Q1 2026 | May 15, 2026 |
| Avantra Family Wealth, Inc. | History | New | 2,085 | 282 | 0.21% | — | 635 | +2,085 | New | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,073 | 281 | 0.01% | 0.01% | 636 | -3 | -0.14% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 2,041 | 277 | 0.02% | 0.02% | 637 | -178 | -8.02% | Q1 2026 | Apr 21, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,031 | 275 | 0.1% | 0.09% | 640 | +206 | 11.29% | Q1 2026 | Apr 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,028 | 275 | 0.05% | 0.04% | 638 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Group, Inc. | History | No change | 2,029 | 275 | 0.04% | 0.04% | 639 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,022 | 274 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 2,013 | 273 | 0.01% | 0.01% | 642 | -114 | -5.36% | Q1 2026 | Apr 10, 2026 |
| STAR Financial Bank | History | Reduced | 2,008 | 272 | 0.13% | 1.73% | 645 | -25,840 | -92.79% | Q1 2026 | May 08, 2026 |
| Marshall Financial Group, LLC | History | No change | 2,010 | 272 | 0.04% | 0.05% | 643 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 2,011 | 272 | 0.08% | 0.07% | 644 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 1,978 | 268 | 0.01% | 0.01% | 646 | -220 | -10.01% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,968 | 267 | 0.0% | 0.0% | 647 | +300 | 17.99% | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | No change | 1,954 | 265 | 0.16% | 0.16% | 648 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 1,952 | 264 | 0.05% | 0.04% | 649 | +2 | 0.1% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,964 | 263 | 0.02% | 0.02% | 651 | +124 | 6.74% | Q1 2026 | May 01, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 1,944 | 263 | 0.04% | 0.04% | 650 | +19 | 0.99% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,928 | 261 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,951 | 260 | 0.02% | 0.01% | 653 | +166 | 9.3% | Q1 2026 | Apr 20, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 1,910 | 259 | 0.04% | 0.04% | 654 | +12 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Note Advisors, LLC | History | Reduced | 1,897 | 257 | 0.13% | 0.17% | 655 | -636 | -25.11% | Q1 2026 | May 15, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 1,894 | 257 | 0.04% | 0.04% | 656 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plan A Wealth LLC | History | No change | 1,893 | 256 | 0.12% | 0.11% | 657 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 1,883 | 255 | 0.2% | 0.19% | 658 | +12 | 0.64% | Q1 2026 | May 05, 2026 |
| High Falls Advisors, Inc | History | No change | 2,096 | 254 | 0.05% | 0.05% | 659 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SigFig Wealth Management, LLC | History | New | 1,865 | 253 | 0.01% | — | 661 | +1,865 | New | Q1 2026 | Apr 14, 2026 |
| Clearstead Trust, LLC | History | No change | 1,865 | 253 | 0.04% | 0.04% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 1,862 | 252 | 0.06% | 0.06% | 662 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,845 | 250 | 0.0% | 0.0% | 663 | -56 | -2.95% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,841 | 249 | 0.08% | 0.07% | 664 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOVEM GROUP | History | Added to | 1,827 | 247 | 0.03% | 0.03% | 666 | +19 | 1.05% | Q1 2026 | Apr 10, 2026 |
| Covenant Asset Management, LLC | History | No change | 1,823 | 247 | 0.04% | 0.03% | 665 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 1,817 | 246 | 0.07% | 0.08% | 667 | -415 | -18.59% | Q1 2026 | May 08, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 1,816 | 246 | 0.03% | 0.03% | 668 | -345 | -15.96% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | Reduced | 1,811 | 245 | 0.06% | 0.06% | 669 | -96 | -5.03% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 1,799 | 244 | 0.08% | 0.07% | 670 | -77 | -4.1% | Q1 2026 | Apr 08, 2026 |
| Salvus Wealth Management, LLC | History | No change | 1,795 | 243 | 0.14% | 0.12% | 671 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 1,790 | 242 | 0.03% | 0.02% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,780 | 241 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | New | 1,771 | 240 | 0.01% | — | 676 | +1,771 | New | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 1,771 | 240 | 0.02% | 0.01% | 674 | +72 | 4.24% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,775 | 240 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 1,768 | 239 | 0.18% | — | 678 | +1,768 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,765 | 239 | 0.01% | — | 677 | +1,765 | New | Q1 2026 | May 12, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,756 | 238 | 0.05% | 0.04% | 679 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | New | 1,736 | 235 | 0.01% | — | 682 | +1,736 | New | Q1 2026 | Apr 28, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 1,732 | 235 | 0.07% | 0.06% | 681 | +76 | 4.59% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | No change | 1,754 | 235 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 1,730 | 234 | 0.12% | — | 684 | +1,730 | New | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 1,727 | 234 | 0.04% | 0.04% | 683 | -500 | -22.45% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 1,711 | 232 | 0.06% | 0.05% | 685 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1,709 | 231 | 0.09% | 0.09% | 686 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Detalus Advisors, LLC | History | New | 1,685 | 228 | 0.05% | — | 688 | +1,685 | New | Q1 2026 | Apr 22, 2026 |
| Concentrum Wealth Management | History | Reduced | 1,681 | 228 | 0.07% | 0.09% | 687 | -1,046 | -38.36% | Q1 2026 | May 04, 2026 |
| Abacus Planning Group, Inc. | History | No change | 1,661 | 225 | 0.03% | 0.03% | 689 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| COMMERCE BANK | History | New | 1,649 | 223 | 0.0% | — | 690 | +1,649 | New | Q1 2026 | May 11, 2026 |
| TRB Wealth Management, LLC | History | New | 1,646 | 223 | 0.03% | — | 691 | +1,646 | New | Q1 2026 | May 14, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 1,637 | 222 | 0.09% | 0.09% | 692 | -85 | -4.94% | Q1 2026 | May 06, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 1,632 | 221 | 0.02% | — | 693 | +1,632 | New | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 1,616 | 219 | 0.03% | — | 694 | +1,616 | New | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | New | 1,616 | 219 | 0.0% | — | 695 | +1,616 | New | Q1 2026 | May 14, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 1,614 | 219 | 0.17% | — | 696 | +1,614 | New | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | New | 1,609 | 218 | 0.03% | — | 698 | +1,609 | New | Q1 2026 | Apr 24, 2026 |
| SWMG, LLC | History | No change | 1,613 | 218 | 0.06% | 0.06% | 697 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,601 | 217 | 0.01% | 0.0% | 699 | -175 | -9.85% | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 1,593 | 216 | 0.06% | — | 700 | +1,593 | New | Q1 2026 | Apr 27, 2026 |
| Palisade Asset Management, LLC | History | New | 1,589 | 215 | 0.02% | — | 701 | +1,589 | New | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | New | 1,585 | 215 | 0.01% | — | 702 | +1,585 | New | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,584 | 214 | 0.02% | — | 704 | +1,584 | New | Q1 2026 | Apr 27, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,607 | 214 | 0.08% | 0.08% | 703 | +10 | 0.63% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 1,571 | 213 | 0.0% | — | 706 | +1,571 | New | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,574 | 213 | 0.01% | 0.01% | 705 | -450 | -22.23% | Q1 2026 | Apr 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,569 | 212 | 0.01% | 0.01% | 707 | -109 | -6.5% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | New | 1,557 | 211 | 0.01% | — | 708 | +1,557 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Capital Management, LLC | History | New | 1,530 | 207 | 0.09% | — | 709 | +1,530 | New | Q1 2026 | Apr 17, 2026 |
| PENNEY FINANCIAL, LLC | History | New | 1,525 | 206 | 0.08% | — | 710 | +1,525 | New | Q1 2026 | Apr 22, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 1,535 | 205 | 0.09% | — | 712 | +1,535 | New | Q1 2026 | Apr 23, 2026 |
| Joel Isaacson & Co., LLC | History | New | 1,515 | 205 | 0.01% | — | 711 | +1,515 | New | Q1 2026 | Apr 22, 2026 |
| WealthSpring Partners, LLC | History | New | 1,515 | 205 | 0.19% | — | 713 | +1,515 | New | Q1 2026 | Apr 20, 2026 |
| Seven Springs Wealth Group, LLC | History | New | 1,500 | 203 | 0.05% | — | 714 | +1,500 | New | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 1,495 | 202 | 0.04% | 0.06% | 715 | -788 | -34.52% | Q1 2026 | May 15, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 1,488 | 201 | 0.09% | — | 716 | +1,488 | New | Q1 2026 | Apr 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | New | 1,488 | 201 | 0.09% | — | 717 | +1,488 | New | Q1 2026 | Apr 20, 2026 |
| Live Oak Investment Partners | History | New | 1,474 | 200 | 0.12% | — | 718 | +1,474 | New | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | New | 1,461 | 195 | 0.04% | — | 719 | +1,461 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,432 | 194 | 0.0% | 0.0% | 720 | -46 | -3.11% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,425 | 193 | 0.01% | — | 721 | +1,425 | New | Q1 2026 | Apr 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,416 | 192 | 0.08% | 0.06% | 722 | +77 | 5.75% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,387 | 188 | 0.01% | 0.01% | 723 | +375 | 37.06% | Q1 2026 | May 18, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,375 | 186 | 0.03% | 0.03% | 724 | -293 | -17.57% | Q1 2026 | May 12, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,340 | 181 | 0.28% | — | 725 | +1,340 | New | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,244 | 168 | 0.01% | 0.0% | 726 | +1,094 | 729.33% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 1,166 | 158 | 0.02% | 0.02% | 727 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,159 | 157 | 0.12% | 0.1% | 728 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,151 | 156 | 0.01% | — | 729 | +1,144 | 16342.86% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,138 | 154 | 0.04% | 0.04% | 730 | -307 | -21.25% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,082 | 146 | 0.01% | 0.01% | 731 | +2 | 0.19% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,062 | 144 | 0.02% | 0.01% | 732 | +56 | 5.57% | Q1 2026 | Apr 28, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,043 | 141 | 0.06% | 0.05% | 733 | +7 | 0.68% | Q1 2026 | Apr 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,150 | 139 | 0.1% | 0.1% | 734 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| New Republic Capital, LLC | History | No change | 1,000 | 135 | 0.05% | 0.03% | 735 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 944 | 128 | 0.0% | 0.0% | 736 | -1 | -0.11% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 948 | 128 | 0.03% | 0.02% | 737 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 894 | 121 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | No change | 885 | 120 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 875 | 118 | 0.02% | 0.04% | 740 | -1,599 | -64.63% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 868 | 117 | 0.02% | 0.03% | 741 | -290 | -25.04% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 848 | 115 | 0.11% | — | 742 | +848 | New | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 840 | 114 | 0.0% | 0.0% | 743 | +235 | 38.84% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 834 | 113 | 0.01% | — | 744 | +834 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,118 | 112 | 0.01% | 0.02% | 745 | +3,366 | 447.61% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 820 | 111 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | No change | 822 | 111 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 787 | 106 | 0.07% | 0.07% | 748 | +4 | 0.51% | Q1 2026 | Apr 14, 2026 |
| Financial Connections Group, Inc. | History | No change | 715 | 97 | 0.03% | 0.03% | 749 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 720 | 97 | 0.01% | 0.01% | 750 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 710 | 96 | 0.01% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | No change | 700 | 95 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BALLAST ADVISORS LLC | History | New | 662 | 90 | 0.03% | — | 754 | +662 | New | Q1 2026 | May 12, 2026 |
| Vision Retirement, LLC | History | Reduced | 666 | 90 | 0.03% | 0.03% | 753 | -336 | -33.53% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 870 | 89 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 633 | 85 | 0.0% | — | 756 | +633 | New | Q1 2026 | Apr 29, 2026 |
| Glassman Wealth Services | History | Added to | 616 | 83 | 0.01% | 0.01% | 757 | +3 | 0.49% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 625 | 83 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 573 | 77 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 544 | 73 | 0.01% | 0.0% | 761 | +474 | 677.14% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 545 | 73 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 542 | 73 | 0.04% | 0.03% | 762 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 501 | 68 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 496 | 67 | 0.0% | 0.0% | 764 | +1 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 490 | 66 | 0.04% | 0.04% | 766 | +3 | 0.62% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 490 | 66 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | No change | 482 | 65 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 458 | 62 | 0.0% | — | 768 | +458 | New | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 450 | 61 | 0.0% | 0.0% | 770 | -200 | -30.77% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 450 | 61 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 448 | 60 | 0.03% | — | 772 | +448 | New | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 446 | 60 | 0.05% | 0.05% | 771 | +3 | 0.68% | Q1 2026 | Apr 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 435 | 59 | 0.0% | — | 774 | +435 | New | Q1 2026 | Apr 16, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 435 | 59 | 0.04% | 0.04% | 773 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stephens Consulting, LLC | History | No change | 474 | 57 | 0.02% | 0.02% | 775 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 414 | 56 | 0.02% | 0.02% | 776 | +3 | 0.73% | Q1 2026 | Apr 17, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 415 | 56 | 0.04% | 0.03% | 777 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| YANKCOM Partnership | History | No change | 400 | 54 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 387 | 52 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 390 | 52 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | Added to | 1,862 | 50 | 0.0% | 0.0% | 781 | +850 | 83.99% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 371 | 50 | 0.0% | 0.0% | 782 | +79 | 27.05% | Q1 2026 | May 08, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 359 | 48 | 0.08% | — | 786 | +359 | New | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 355 | 48 | 0.0% | 0.0% | 783 | -255 | -41.8% | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | Added to | 358 | 48 | 0.04% | 0.04% | 785 | +1 | 0.28% | Q1 2026 | Apr 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 400 | 48 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | No change | 350 | 47 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 345 | 46 | 0.03% | 0.03% | 788 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | New | 323 | 43 | 0.01% | — | 790 | +323 | New | Q1 2026 | May 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 320 | 43 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 305 | 41 | 0.01% | — | 792 | +305 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 306 | 41 | 0.0% | 0.0% | 791 | +244 | 393.55% | Q1 2026 | Apr 07, 2026 |
| Avalon Trust Co | History | No change | 300 | 40 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 271 | 36 | 0.0% | 0.0% | 794 | +2 | 0.74% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Reduced | 244 | 33 | 0.01% | 0.02% | 799 | -290 | -54.31% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 250 | 33 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 250 | 33 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 250 | 33 | 0.02% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 243 | 33 | 0.01% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 228 | 30 | 0.01% | 0.01% | 800 | +1 | 0.44% | Q1 2026 | Apr 07, 2026 |
| Community Bank, N.A. | History | No change | 210 | 28 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 190 | 25 | 0.02% | — | 802 | +190 | New | Q1 2026 | Apr 21, 2026 |
| Vanguard National Trust Co | History | New | 180 | 24 | 0.0% | — | 803 | +180 | New | Q1 2026 | May 08, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 175 | 23 | 0.01% | — | 804 | +175 | New | Q1 2026 | Apr 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 825 | 22 | 0.01% | 0.01% | 806 | +660 | 400.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 164 | 22 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 159 | 21 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 156 | 20 | 0.01% | 0.01% | 808 | +1 | 0.65% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | No change | 146 | 19 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | No change | 133 | 18 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 131 | 17 | 0.01% | 0.01% | 811 | +1 | 0.77% | Q1 2026 | May 04, 2026 |
| Seneschal Advisors, LLC | History | No change | 130 | 17 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Added to | 124 | 16 | 0.01% | 0.0% | 814 | +11 | 9.73% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | No change | 120 | 16 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 120 | 16 | 0.01% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 580 | 15 | 0.0% | 0.0% | 818 | +464 | 400.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 112 | 15 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Eukles Asset Management | History | No change | 113 | 15 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RHL GROUP, LLC | History | New | 108 | 14 | 0.01% | — | 821 | +108 | New | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 109 | 14 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | No change | 105 | 14 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | New | 102 | 13 | 0.0% | — | 823 | +102 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 13 | 0.01% | — | 824 | +100 | New | Q1 2026 | May 12, 2026 |
| Gleason Group, Inc. | History | Added to | 97 | 13 | 0.0% | 0.0% | 822 | +1 | 1.04% | Q1 2026 | May 04, 2026 |
| Hickory Point Bank & Trust | History | New | 90 | 12 | 0.01% | — | 828 | +90 | New | Q1 2026 | Apr 03, 2026 |
| Trask Adam Roland | History | New | 89 | 12 | 0.01% | — | 829 | +89 | New | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 92 | 12 | 0.01% | 0.01% | 825 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sankala Group LLC | History | No change | 91 | 12 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Providence Capital Advisors, LLC | History | No change | 84 | 11 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 415 | 11 | 0.0% | 0.02% | 831 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 75 | 10 | 0.0% | — | 837 | +75 | New | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 78 | 10 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 80 | 10 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | No change | 60 | 8 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 64 | 8 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 63 | 8 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | No change | 58 | 7 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aviso Financial Inc. | History | No change | 52 | 7 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 6 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| West Branch Capital LLC | History | New | 38 | 5 | 0.0% | — | 847 | +38 | New | Q1 2026 | Apr 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 44 | 5 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 34 | 4 | 0.0% | 0.0% | 849 | -145 | -81.01% | Q1 2026 | Apr 27, 2026 |
| Silicon Valley Capital Partners | History | No change | 31 | 4 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Avion Wealth | History | No change | 32 | 4 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 26 | 3 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 854 | -1,343 | -98.75% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | New | 20 | 2 | 0.0% | — | 862 | +20 | New | Q1 2026 | May 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 16 | 2 | 0.0% | — | 861 | +16 | New | Q1 2026 | Apr 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 15 | 2 | 0.0% | — | 860 | +15 | New | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 21 | 2 | 0.0% | 0.0% | 855 | -11 | -34.38% | Q1 2026 | Apr 22, 2026 |
| Gould Capital, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 16 | 2 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advocate Investing Services LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 19 | 2 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 10 | 1 | 0.0% | — | 865 | +10 | New | Q1 2026 | May 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 10 | 1 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 14 | 1 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.33% | — | -231,014 | -100.0% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Life Insurance Co | History | Closed out | 0 | 0 | — | 0.59% | — | -166,097 | -100.0% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -141,786 | -100.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -86,786 | -100.0% | Q1 2026 | May 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.8% | — | -58,857 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,847 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -30,711 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,986 | -100.0% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,713 | -100.0% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,481 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,178 | -100.0% | Q1 2026 | May 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.53% | — | -6,981 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,462 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,431 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,257 | -100.0% | Q1 2026 | May 20, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,554 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hixon Zuercher, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,011 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,937 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,188 | -100.0% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,804 | -100.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.01% | — | -2,615 | -100.0% | Q1 2026 | May 08, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,380 | -100.0% | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,204 | -100.0% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,148 | -100.0% | Q1 2026 | May 12, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Closed out | 0 | 0 | — | 0.01% | — | -2,086 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,070 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,009 | -100.0% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,900 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,871 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,804 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,783 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,760 | -100.0% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,743 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,705 | -100.0% | Q1 2026 | May 13, 2026 |
| Thrive Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,671 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,665 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,648 | -100.0% | Q1 2026 | May 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -918 | -100.0% | Q1 2026 | May 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -835 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -780 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 1 | 0 | — | 0.04% | — | -460 | -99.78% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -328 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -178 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 12, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 7 | 0 | — | 0.0% | — | -11 | -61.11% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hurley Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |