iSHARES TRUST - IBB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,259,501 | 1,225,766 | 0.09% | 0.08% | 1 | +707,343 | 10.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 5,122,689 | 864,966 | 0.37% | 0.39% | 2 | -119,999 | -2.29% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,773,467 | 468,300 | 0.03% | 0.03% | 3 | -430,659 | -13.44% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,429,567 | 410,232 | 0.2% | 0.16% | 4 | +296,106 | 13.88% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,460,954 | 398,330 | 0.03% | 0.0% | 5 | +2,112,897 | 607.05% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,275,806 | 215,419 | 0.02% | 0.02% | 6 | +71,760 | 5.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,226,668 | 207,122 | 0.06% | 0.06% | 7 | +3,618 | 0.3% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,029,709 | 173,866 | 0.05% | 0.05% | 8 | +35,398 | 3.56% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 881,632 | 148,863 | 0.72% | 0.77% | 9 | +55,938 | 6.77% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 854,345 | 144,256 | 0.03% | 0.02% | 10 | +97,919 | 12.94% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 819,304 | 138,339 | 0.02% | 0.03% | 11 | -98,745 | -10.76% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 772,812 | 130,490 | 0.25% | 0.07% | 12 | +549,780 | 246.5% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 737,128 | 124,464 | 0.02% | 0.02% | 13 | +7,434 | 1.02% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 724,989 | 122,414 | 0.03% | 0.05% | 14 | -267,810 | -26.98% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 676,334 | 114,198 | 0.01% | 0.02% | 15 | -422,712 | -38.46% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 666,343 | 112,512 | 0.15% | 0.14% | 16 | +24,320 | 3.79% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 652,818 | 110,228 | 0.27% | 0.24% | 17 | +33,268 | 5.37% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | Added to | 648,103 | 109,439 | 2.64% | 2.47% | 18 | +18,436 | 2.93% | Q1 2026 | Apr 22, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 596,000 | 100,634 | 0.16% | 0.17% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 557,807 | 94,185 | 0.08% | 0.35% | 20 | -917,200 | -62.18% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 478,134 | 80,732 | 0.02% | 0.03% | 21 | -193,807 | -28.84% | Q1 2026 | May 14, 2026 |
| Sofinnova Investments, Inc. | History | New | 475,000 | 80,203 | 3.05% | — | 22 | +475,000 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 389,056 | 65,692 | 0.04% | 0.0% | 23 | +349,812 | 891.38% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 318,588 | 53,793 | 0.03% | 0.03% | 24 | -6,394 | -1.97% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 302,307 | 51,044 | 0.35% | 0.26% | 25 | +1,849 | 0.62% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 269,905 | 45,573 | 0.01% | 0.01% | 26 | -267,989 | -49.82% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 226,236 | 38,199 | 0.02% | 0.02% | 27 | +2,926 | 1.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 187,807 | 31,711 | 0.0% | 0.01% | 28 | -250,744 | -57.18% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 157,318 | 26,564 | 0.02% | 0.02% | 29 | +1,898 | 1.22% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisors, LLC | History | Added to | 148,027 | 24,994 | 0.92% | 0.5% | 30 | +59,007 | 66.29% | Q1 2026 | May 08, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 142,013 | 23,978 | 5.94% | 6.18% | 31 | -8,490 | -5.64% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 136,949 | 23,124 | 0.04% | 0.04% | 32 | -10,758 | -7.28% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 132,371 | 22,350 | 0.03% | 0.03% | 33 | -15,276 | -10.35% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 128,530 | 21,702 | 0.02% | 0.02% | 34 | +10,994 | 9.35% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 127,398 | 21,511 | 0.1% | 0.14% | 35 | -167,603 | -56.81% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 123,319 | 20,822 | 0.02% | 0.02% | 36 | -253 | -0.2% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 120,147 | 20,286 | 1.31% | 1.26% | 37 | +410 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Henshaw Capital LLC | History | New | 120,000 | 20,262 | 0.75% | — | 38 | +120,000 | New | Q1 2026 | May 28, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 116,115 | 19,606 | 1.03% | 1.38% | 39 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 115,088 | 19,436 | 0.0% | 0.0% | 40 | -488 | -0.42% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 102,330 | 17,300 | 0.16% | 0.15% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,967 | 16,710 | 0.05% | 0.05% | 42 | -15,716 | -13.7% | Q1 2026 | May 04, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 97,654 | 16,488 | 0.86% | 0.79% | 43 | -263 | -0.27% | Q1 2026 | Apr 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 95,165 | 16,153 | 0.03% | 0.03% | 44 | -1,908 | -1.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 95,031 | 16,054 | 0.02% | 0.02% | 45 | +2,130 | 2.29% | Q1 2026 | May 15, 2026 |
| Volterra Technologies LP | History | Added to | 85,122 | 14,372 | 1.75% | 0.38% | 46 | +62,622 | 278.32% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 81,832 | 13,817 | 0.08% | 0.08% | 47 | +1,371 | 1.7% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 76,710 | 12,952 | 0.03% | 0.03% | 48 | +2,681 | 3.62% | Q1 2026 | May 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 74,010 | 12,497 | 0.87% | 0.82% | 49 | +110 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 72,434 | 12,230 | 0.01% | 0.01% | 50 | +4,816 | 7.12% | Q1 2026 | May 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 71,000 | 11,988 | 0.13% | 0.12% | 51 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,904 | 11,972 | 0.01% | 0.01% | 52 | +385 | 0.55% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 69,763 | 11,779 | 0.02% | 0.01% | 53 | +21,881 | 45.7% | Q1 2026 | May 15, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 69,265 | 11,695 | 1.16% | 1.22% | 54 | -3,085 | -4.26% | Q1 2026 | Apr 27, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 63,758 | 10,765 | 4.21% | 4.11% | 55 | -475 | -0.74% | Q1 2026 | Apr 27, 2026 |
| DAFNA Capital Management LLC | History | Reduced | 62,095 | 10,484 | 2.38% | 2.67% | 56 | -6,000 | -8.81% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 62,078 | 10,481 | 0.01% | 0.01% | 57 | +4,533 | 7.88% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 62,066 | 10,479 | 0.06% | 0.06% | 58 | +10,322 | 19.95% | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 61,497 | 10,383 | 0.93% | 1.07% | 59 | -248 | -0.4% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 57,940 | 10,235 | 0.15% | 0.19% | 60 | +346 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 60,161 | 10,158 | 0.72% | 0.7% | 61 | +2,577 | 4.48% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 57,394 | 9,387 | 0.01% | 0.01% | 62 | -508,073 | -89.85% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 54,464 | 9,196 | 1.01% | 0.97% | 63 | +231 | 0.43% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 54,284 | 9,165 | 0.1% | — | 64 | +54,284 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 53,703 | 9,067 | 0.01% | 0.01% | 65 | -309 | -0.57% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 52,531 | 8,937 | 0.01% | 0.01% | 66 | +5,625 | 11.99% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 54,595 | 8,838 | 1.34% | 1.39% | 67 | +1,181 | 2.21% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 51,481 | 8,692 | 0.11% | 0.12% | 68 | -4,428 | -7.92% | Q1 2026 | May 15, 2026 |
| Humankind Investments LLC | History | Reduced | 50,000 | 8,442 | 4.82% | 4.13% | 69 | -4,500 | -8.26% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 48,738 | 8,229 | 0.04% | 0.04% | 70 | +6,310 | 14.87% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 48,168 | 8,133 | 0.1% | 0.1% | 71 | +7,506 | 18.46% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,461 | 8,013 | 0.03% | 0.03% | 72 | +5,155 | 12.19% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,881 | 7,747 | 0.04% | 0.04% | 73 | +6,112 | 15.37% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,147 | 7,623 | 0.02% | 0.03% | 74 | -23,568 | -34.3% | Q1 2026 | Apr 30, 2026 |
| FORBES J M & CO LLP | History | Reduced | 43,687 | 7,376 | 0.62% | 0.6% | 75 | -13 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 43,563 | 7,355 | 0.01% | 0.01% | 76 | +4,663 | 11.99% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 44,450 | 7,194 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 41,889 | 7,073 | 0.51% | 0.5% | 78 | -270 | -0.64% | Q1 2026 | Apr 01, 2026 |
| SP Asset Management LLC | History | Reduced | 41,573 | 7,019 | 0.62% | 0.56% | 79 | -762 | -1.8% | Q1 2026 | May 06, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 41,082 | 6,936 | 0.39% | 0.31% | 80 | +6,465 | 18.68% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,332 | 6,810 | 0.07% | 0.07% | 81 | +4,643 | 13.01% | Q1 2026 | Apr 20, 2026 |
| LM Advisors LLC | History | No change | 1,109 | 6,569 | 0.1% | 0.12% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,939 | 6,405 | 0.03% | 0.03% | 83 | +1,557 | 4.28% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 37,787 | 6,380 | 0.59% | 0.54% | 84 | -320 | -0.84% | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 37,499 | 6,331 | 0.69% | 0.64% | 85 | +2,654 | 7.62% | Q1 2026 | Apr 16, 2026 |
| Quantitative Investment Management, LLC | History | New | 37,419 | 6,318 | 0.66% | — | 86 | +37,419 | New | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | New | 37,298 | 6,297 | 0.29% | — | 87 | +37,298 | New | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 36,872 | 6,225 | 0.07% | — | 88 | +36,872 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,363 | 6,139 | 0.0% | 0.0% | 89 | +402 | 1.12% | Q1 2026 | May 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 36,081 | 6,092 | 0.42% | 0.41% | 90 | -23 | -0.06% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 35,945 | 6,069 | 0.16% | 0.08% | 91 | +17,217 | 91.93% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 35,873 | 6,057 | 0.13% | 0.08% | 92 | +15,387 | 75.11% | Q1 2026 | Apr 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 35,217 | 5,946 | 0.07% | 0.07% | 93 | -300 | -0.84% | Q1 2026 | May 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 35,219 | 5,946 | 0.93% | 0.94% | 94 | -235 | -0.66% | Q1 2026 | May 07, 2026 |
| Miller Investment Management, LP | History | Reduced | 35,093 | 5,925 | 0.59% | 0.62% | 95 | -2,353 | -6.28% | Q1 2026 | May 08, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 35,095 | 5,925 | 6.02% | 5.94% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 33,045 | 5,579 | 0.99% | 1.2% | 97 | +4,569 | 16.05% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,007 | 5,570 | 0.04% | 0.03% | 98 | +9,715 | 41.71% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Reduced | 32,301 | 5,454 | 0.16% | 0.18% | 99 | -7,699 | -19.25% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 32,284 | 5,451 | 0.13% | 0.15% | 100 | -3,483 | -9.74% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 31,947 | 5,394 | 0.42% | 0.42% | 101 | -1,439 | -4.31% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 29,183 | 4,927 | 0.33% | 0.35% | 102 | -3,369 | -10.35% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,057 | 4,906 | 0.18% | 0.45% | 103 | -41,971 | -59.09% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 28,392 | 4,794 | 0.46% | 0.44% | 104 | -6 | -0.02% | Q1 2026 | May 06, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 28,186 | 4,759 | 2.23% | 1.82% | 105 | +4,833 | 20.7% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,592 | 4,722 | 0.01% | 0.01% | 106 | -9,132 | -23.58% | Q1 2026 | Apr 08, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 27,488 | 4,641 | 0.79% | 0.91% | 107 | -2,150 | -7.25% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 27,437 | 4,632 | 0.1% | 0.11% | 108 | -838 | -2.96% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,352 | 4,618 | 0.01% | 0.01% | 109 | +14,097 | 106.35% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,698 | 4,604 | 0.0% | 0.0% | 110 | +4,785 | 20.01% | Q1 2026 | May 15, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 27,238 | 4,599 | 1.55% | 1.51% | 111 | -282 | -1.02% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,200 | 4,592 | 0.02% | 0.02% | 112 | +800 | 3.03% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,714 | 4,510 | 0.05% | 0.06% | 113 | +3,734 | 16.25% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 25,620 | 4,325 | 2.35% | 2.58% | 114 | -3,167 | -11.0% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,947 | 4,212 | 0.02% | 0.01% | 115 | +1,384 | 5.87% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 24,149 | 4,077 | 0.0% | 0.0% | 116 | +1,883 | 8.46% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 24,133 | 4,074 | 0.11% | 0.11% | 117 | -1,550 | -6.04% | Q1 2026 | May 01, 2026 |
| Militia Capital Management LLC | History | New | 24,100 | 4,069 | 0.92% | — | 118 | +24,100 | New | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 23,951 | 4,044 | 0.02% | 0.02% | 119 | +1,091 | 4.77% | Q1 2026 | May 26, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 23,808 | 4,019 | 0.17% | 0.18% | 120 | -2,599 | -9.84% | Q1 2026 | Apr 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 23,623 | 3,988 | 0.49% | 0.49% | 121 | +571 | 2.48% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 23,588 | 3,982 | 0.26% | 0.27% | 122 | -1,049 | -4.26% | Q1 2026 | Apr 28, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 23,207 | 3,918 | 0.12% | 0.11% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 22,971 | 3,878 | 0.03% | 0.03% | 124 | -215 | -0.93% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 22,632 | 3,821 | 0.94% | 0.94% | 125 | +16 | 0.07% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | New | 22,605 | 3,816 | 0.01% | — | 126 | +22,605 | New | Q1 2026 | May 15, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | Reduced | 21,824 | 3,684 | 4.41% | 5.03% | 127 | -20,395 | -48.31% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,378 | 3,609 | 0.01% | 0.01% | 128 | -11,739 | -35.45% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 21,137 | 3,569 | 0.43% | 0.26% | 129 | +8,851 | 72.04% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 21,114 | 3,563 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 21,006 | 3,546 | 0.6% | 0.6% | 131 | +257 | 1.24% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 20,708 | 3,497 | 0.11% | 0.04% | 132 | +13,701 | 195.53% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,341 | 3,434 | 0.0% | — | 133 | +20,341 | New | Q1 2026 | May 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 20,239 | 3,417 | 0.95% | 0.48% | 134 | +9,057 | 81.0% | Q1 2026 | Apr 13, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 20,162 | 3,404 | 1.14% | 0.91% | 135 | -159 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Marion Wealth Management | History | Reduced | 20,141 | 3,400 | 0.75% | 0.82% | 136 | -912 | -4.33% | Q1 2026 | May 12, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 20,079 | 3,390 | 0.56% | 0.56% | 137 | -1,380 | -6.43% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,975 | 3,372 | 0.0% | 0.0% | 138 | -344 | -1.69% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,892 | 3,358 | 0.01% | 0.01% | 139 | +4,939 | 33.03% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | Added to | 19,855 | 3,352 | 0.64% | 0.62% | 140 | +180 | 0.91% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 19,737 | 3,332 | 0.24% | 0.23% | 141 | +1,178 | 6.35% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 19,624 | 3,313 | 0.02% | 0.02% | 142 | +413 | 2.15% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 19,363 | 3,269 | 0.02% | 0.01% | 143 | +12,460 | 180.5% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,747 | 3,165 | 0.01% | 0.01% | 144 | -102 | -0.54% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,467 | 3,118 | 0.04% | 0.04% | 145 | -114 | -0.61% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 18,435 | 3,112 | 0.0% | 0.0% | 146 | +2,424 | 15.14% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 18,326 | 3,095 | 0.47% | 0.49% | 147 | +356 | 1.98% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 18,315 | 3,035 | 0.84% | 0.71% | 148 | +3,959 | 27.58% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,895 | 3,021 | 0.02% | 0.04% | 149 | -848 | -4.52% | Q1 2026 | May 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 17,570 | 2,966 | 0.22% | 0.13% | 150 | +6,740 | 62.23% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,349 | 2,929 | 0.0% | 0.01% | 151 | -81,799 | -82.5% | Q1 2026 | May 15, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 17,120 | 2,890 | 2.17% | 2.28% | 152 | -1,207 | -6.59% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,973 | 2,866 | 0.02% | 0.02% | 153 | -1,248 | -6.85% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | No change | 16,847 | 2,844 | 0.31% | 0.33% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | No change | 16,750 | 2,828 | 0.67% | 0.67% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 16,681 | 2,816 | 0.03% | 0.03% | 156 | +808 | 5.09% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 16,464 | 2,779 | 0.16% | 0.15% | 157 | +1,303 | 8.59% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 16,300 | 2,752 | 0.0% | 0.01% | 158 | -17,200 | -51.34% | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 16,280 | 2,748 | 0.06% | 0.05% | 159 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 16,249 | 2,743 | 0.0% | 0.0% | 160 | +1,792 | 12.4% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 16,234 | 2,741 | 0.3% | 0.33% | 161 | -60 | -0.37% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,046 | 2,709 | 0.06% | 0.06% | 162 | +240 | 1.52% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 15,997 | 2,701 | 0.23% | 0.2% | 163 | +21 | 0.13% | Q1 2026 | May 14, 2026 |
| SIH Partners, LLLP | History | New | 15,884 | 2,682 | 0.04% | — | 165 | +15,884 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,885 | 2,682 | 0.03% | 0.02% | 164 | +4,160 | 35.48% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 15,801 | 2,667 | 0.05% | 0.05% | 166 | -472 | -2.9% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,682 | 2,646 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 15,502 | 2,617 | 0.02% | 0.01% | 168 | +4,181 | 36.93% | Q1 2026 | May 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 15,426 | 2,604 | 0.15% | 0.14% | 169 | -405 | -2.56% | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | No change | 15,352 | 2,592 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 15,185 | 2,563 | 2.56% | 2.63% | 171 | -9,432 | -38.31% | Q1 2026 | May 06, 2026 |
| Avalon Trust Co | History | Reduced | 15,025 | 2,536 | 0.17% | 0.18% | 172 | -1,200 | -7.4% | Q1 2026 | May 06, 2026 |
| Snider Financial Group | History | Reduced | 15,000 | 2,532 | 0.76% | 1.12% | 173 | -10,000 | -40.0% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,981 | 2,529 | 0.07% | 0.07% | 174 | -2,405 | -13.83% | Q1 2026 | Apr 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 14,900 | 2,515 | 0.0% | — | 175 | +14,900 | New | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,830 | 2,504 | 0.32% | 0.31% | 176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,777 | 2,495 | 0.01% | 0.01% | 177 | +3,101 | 26.56% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,734 | 2,487 | 0.01% | 0.01% | 178 | -504 | -3.31% | Q1 2026 | Jun 02, 2026 |
| COMERICA BANK | History | No change | 14,730 | 2,485 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 14,638 | 2,471 | 0.21% | 0.26% | 180 | -3,000 | -17.01% | Q1 2026 | Apr 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 14,616 | 2,467 | 0.11% | — | 181 | +14,616 | New | Q1 2026 | Apr 15, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 14,486 | 2,445 | 1.14% | 1.01% | 182 | +650 | 4.7% | Q1 2026 | Apr 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 18,851 | 2,411 | 0.79% | 0.53% | 183 | +11,641 | 161.46% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,167 | 2,392 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 13,997 | 2,363 | 0.62% | 0.67% | 185 | -35 | -0.25% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 13,886 | 2,343 | 0.04% | 0.04% | 186 | -325 | -2.29% | Q1 2026 | May 05, 2026 |
| 1ST SOURCE BANK | History | Reduced | 13,812 | 2,332 | 0.12% | 0.13% | 187 | -383 | -2.7% | Q1 2026 | May 04, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 13,795 | 2,329 | 1.83% | 4.09% | 188 | -15,440 | -52.81% | Q1 2026 | Apr 16, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 13,789 | 2,328 | 1.26% | 1.43% | 189 | -950 | -6.45% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 13,775 | 2,325 | 0.14% | 0.15% | 190 | -339 | -2.4% | Q1 2026 | Jun 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 13,742 | 2,320 | 0.08% | 0.08% | 191 | -205 | -1.47% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,732 | 2,318 | 0.0% | 0.0% | 192 | +945 | 7.39% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,498 | 2,296 | 0.02% | 0.02% | 193 | +4,424 | 48.75% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,449 | 2,270 | 0.0% | 0.0% | 194 | +525 | 4.06% | Q1 2026 | May 14, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 13,419 | 2,265 | 1.43% | 1.39% | 195 | -600 | -4.28% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,389 | 2,260 | 0.04% | 0.05% | 196 | -353 | -2.57% | Q1 2026 | Apr 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 13,295 | 2,245 | 0.49% | 0.48% | 197 | -225 | -1.66% | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,260 | 2,239 | 0.0% | 0.01% | 199 | -28,984 | -68.61% | Q1 2026 | Apr 16, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 13,262 | 2,239 | 0.24% | 0.33% | 198 | -4,926 | -27.08% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,235 | 2,234 | 0.0% | 0.0% | 200 | +340 | 2.64% | Q1 2026 | May 05, 2026 |
| Intellectus Partners, LLC | History | Reduced | 13,100 | 2,211 | 0.45% | 0.43% | 201 | -48 | -0.37% | Q1 2026 | Apr 10, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 13,080 | 2,208 | 0.25% | 0.27% | 202 | +8 | 0.06% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,932 | 2,182 | 0.16% | 0.16% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,840 | 2,168 | 0.06% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,287 | 2,150 | 0.13% | 0.1% | 205 | +1,654 | 14.22% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,659 | 2,137 | 0.17% | 0.17% | 206 | -708 | -5.3% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,534 | 2,116 | 0.0% | 0.0% | 207 | +690 | 5.83% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,350 | 2,085 | 0.01% | 0.01% | 208 | -20,288 | -62.16% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,181 | 2,056 | 0.01% | 0.01% | 209 | +2,811 | 30.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,112 | 2,045 | 0.03% | 0.04% | 211 | -3,345 | -21.64% | Q1 2026 | May 15, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 12,115 | 2,045 | 1.16% | 1.29% | 210 | -87 | -0.71% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,001 | 2,026 | 0.06% | 0.05% | 212 | +667 | 5.88% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 11,893 | 2,023 | 0.03% | 0.03% | 213 | -337 | -2.76% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 11,959 | 2,019 | 0.03% | 0.03% | 214 | +106 | 0.89% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | No change | 11,647 | 1,966 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 11,587 | 1,956 | 0.33% | 0.31% | 216 | -35 | -0.3% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 11,411 | 1,925 | 0.41% | 0.41% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 11,234 | 1,896 | 0.22% | 0.22% | 218 | -730 | -6.1% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,161 | 1,884 | 0.03% | 0.03% | 219 | -1,856 | -14.26% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,978 | 1,853 | 0.03% | 0.04% | 220 | +55 | 0.5% | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, Corp | History | New | 10,820 | 1,826 | 1.64% | — | 221 | +10,820 | New | Q1 2026 | May 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 10,797 | 1,823 | 0.98% | 0.95% | 222 | +14 | 0.13% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 10,800 | 1,822 | 0.69% | 0.69% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 10,759 | 1,818 | 0.01% | 0.01% | 224 | -144 | -1.32% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,438 | 1,762 | 0.06% | 0.08% | 225 | -2,888 | -21.67% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,386 | 1,753 | 0.06% | 0.06% | 226 | +173 | 1.69% | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 10,342 | 1,746 | 0.04% | 0.01% | 227 | +6,930 | 203.11% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,307 | 1,740 | 0.01% | 0.01% | 228 | -68 | -0.66% | Q1 2026 | May 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 10,103 | 1,705 | 0.78% | 0.76% | 229 | -100 | -0.98% | Q1 2026 | May 12, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 10,061 | 1,698 | 0.82% | 0.85% | 230 | -167 | -1.63% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 10,031 | 1,693 | 0.05% | 0.03% | 231 | +3,766 | 60.11% | Q1 2026 | May 04, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 9,989 | 1,686 | 0.28% | 0.26% | 232 | +95 | 0.96% | Q1 2026 | May 28, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 9,965 | 1,682 | 0.4% | — | 233 | +9,965 | New | Q1 2026 | Apr 20, 2026 |
| Canton Hathaway, LLC | History | No change | 9,961 | 1,681 | 0.34% | 0.32% | 234 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 9,910 | 1,673 | 0.02% | 0.03% | 235 | -955 | -8.79% | Q1 2026 | May 13, 2026 |
| Cannell & Spears LLC | History | Reduced | 9,843 | 1,661 | 0.03% | 0.03% | 236 | -87 | -0.88% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 9,813 | 1,656 | 0.12% | 0.11% | 237 | +449 | 4.79% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,707 | 1,639 | 0.05% | 0.04% | 238 | +2,170 | 28.79% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,455 | 1,596 | 0.02% | 0.01% | 239 | +2,907 | 44.4% | Q1 2026 | Apr 28, 2026 |
| RS CRUM INC. | History | No change | 9,451 | 1,595 | 0.31% | 0.32% | 240 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,391 | 1,585 | 0.02% | 0.02% | 241 | +55 | 0.59% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 9,298 | 1,569 | 0.15% | 0.15% | 242 | -531 | -5.4% | Q1 2026 | Apr 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 9,275 | 1,566 | 0.22% | 0.22% | 243 | +4 | 0.04% | Q1 2026 | May 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 9,248 | 1,561 | 0.92% | 1.05% | 244 | -459 | -4.73% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 9,175 | 1,549 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,041 | 1,526 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,910 | 1,504 | 0.03% | 0.03% | 247 | +128 | 1.46% | Q1 2026 | Apr 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,902 | 1,503 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Reduced | 8,802 | 1,486 | 0.2% | 0.2% | 249 | -200 | -2.22% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,747 | 1,476 | 0.09% | 0.1% | 250 | -329 | -3.62% | Q1 2026 | Apr 14, 2026 |
| City State Bank | History | Added to | 8,747 | 1,476 | 0.38% | 0.4% | 251 | +165 | 1.92% | Q1 2026 | Apr 20, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 8,726 | 1,473 | 1.26% | 1.16% | 252 | -119 | -1.35% | Q1 2026 | Apr 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 8,704 | 1,469 | 0.21% | 0.2% | 253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 8,689 | 1,467 | 0.48% | 0.66% | 254 | -2,145 | -19.8% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 8,546 | 1,443 | 0.9% | — | 255 | +8,546 | New | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,454 | 1,427 | 0.03% | 0.05% | 257 | +2,239 | 36.03% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,455 | 1,427 | 0.02% | 0.02% | 256 | -145 | -1.69% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,406 | 1,419 | 0.02% | 0.02% | 258 | -50 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,397 | 1,417 | 0.1% | 0.09% | 259 | +90 | 1.08% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,360 | 1,411 | 0.02% | 0.01% | 260 | +2,203 | 35.78% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 8,300 | 1,401 | 0.0% | 0.02% | 261 | -62,984 | -88.36% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 8,263 | 1,395 | 0.2% | 0.1% | 262 | +3,755 | 83.3% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,255 | 1,393 | 0.0% | 0.0% | 263 | +240 | 2.99% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 8,223 | 1,388 | 0.04% | 0.04% | 264 | -113 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,862 | 1,370 | 0.03% | 0.03% | 265 | -19 | -0.24% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 8,050 | 1,359 | 0.38% | 0.34% | 266 | -200 | -2.42% | Q1 2026 | Apr 22, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,003 | 1,351 | 0.6% | 0.55% | 267 | +930 | 13.15% | Q1 2026 | May 08, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 7,987 | 1,348 | 0.68% | 0.82% | 268 | -2,085 | -20.7% | Q1 2026 | May 12, 2026 |
| Lighthouse Financial LLC | History | Added to | 7,860 | 1,327 | 0.8% | 0.33% | 269 | +4,850 | 161.13% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Reduced | 7,815 | 1,319 | 0.0% | 0.0% | 270 | -1,432 | -15.49% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 7,792 | 1,315 | 0.11% | 0.09% | 271 | +1,124 | 16.86% | Q1 2026 | Apr 10, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 7,655 | 1,292 | 0.65% | 0.63% | 272 | +135 | 1.8% | Q1 2026 | Apr 21, 2026 |
| Tudor Financial Inc. | History | Added to | 7,487 | 1,264 | 0.65% | 0.64% | 273 | +100 | 1.35% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,454 | 1,258 | 0.02% | 0.02% | 274 | +154 | 2.11% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,439 | 1,255 | 0.01% | 0.01% | 275 | +100 | 1.36% | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 7,337 | 1,238 | 0.3% | 0.29% | 276 | +150 | 2.09% | Q1 2026 | May 05, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 7,302 | 1,232 | 0.08% | 0.07% | 277 | -38 | -0.52% | Q1 2026 | May 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 7,248 | 1,223 | 0.26% | 0.28% | 278 | -54 | -0.74% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,214 | 1,218 | 0.01% | 0.01% | 279 | +705 | 10.83% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,176 | 1,211 | 0.01% | 0.01% | 280 | +615 | 9.37% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,170 | 1,210 | 0.01% | 0.01% | 281 | +1,527 | 27.06% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,997 | 1,181 | 0.0% | 0.0% | 282 | +5,831 | 500.09% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,939 | 1,171 | 0.03% | 0.03% | 283 | +1,029 | 17.41% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 6,750 | 1,139 | 0.15% | 0.18% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,717 | 1,134 | 0.01% | 0.0% | 285 | -104 | -1.52% | Q1 2026 | May 14, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 6,694 | 1,130 | 0.74% | 0.72% | 286 | +113 | 1.72% | Q1 2026 | Apr 21, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 6,675 | 1,127 | 0.48% | 0.62% | 287 | -2,085 | -23.8% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,595 | 1,113 | 0.02% | 0.02% | 288 | -20 | -0.3% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 6,531 | 1,102 | 0.05% | 0.05% | 289 | -26 | -0.4% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 6,521 | 1,101 | 0.44% | 0.44% | 290 | -132 | -1.98% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,503 | 1,098 | 0.01% | 0.01% | 291 | +449 | 7.42% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,489 | 1,095 | 0.0% | 0.0% | 292 | +6,174 | 1960.0% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 6,466 | 1,091 | 0.1% | 0.1% | 293 | -10 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Reduced | 6,449 | 1,088 | 0.01% | 0.02% | 294 | -5,586 | -46.41% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 6,439 | 1,087 | 0.06% | — | 295 | +6,439 | New | Q1 2026 | Apr 29, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 6,330 | 1,068 | 0.16% | 0.15% | 296 | -27 | -0.42% | Q1 2026 | May 06, 2026 |
| Florin Court Capital LLP | History | Reduced | 6,300 | 1,063 | 4.01% | 7.07% | 297 | -23,800 | -79.07% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,285 | 1,061 | 0.06% | 0.06% | 298 | -27 | -0.43% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,237 | 1,053 | 0.0% | 0.0% | 299 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,220 | 1,050 | 0.04% | 0.04% | 300 | -851 | -12.04% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,214 | 1,049 | 0.27% | 0.27% | 301 | +299 | 5.05% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 6,212 | 1,048 | 0.03% | 0.03% | 302 | +23 | 0.37% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,200 | 1,046 | 0.0% | 0.01% | 303 | -20,200 | -76.52% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,197 | 1,046 | 0.01% | 0.01% | 304 | +448 | 7.79% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 6,194 | 1,045 | 0.0% | 0.0% | 305 | +20 | 0.32% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 6,183 | 1,044 | 0.01% | 0.02% | 306 | -182 | -2.86% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,124 | 1,034 | 0.01% | 0.01% | 308 | +34 | 0.56% | Q1 2026 | May 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 6,125 | 1,034 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 6,047 | 1,020 | 0.35% | 0.37% | 309 | +4 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Encore Global Management, LP | History | New | 6,000 | 1,013 | 0.71% | — | 310 | +6,000 | New | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,877 | 992 | 0.0% | 0.0% | 311 | +499 | 9.28% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 5,756 | 971 | 0.03% | 0.03% | 312 | -153 | -2.59% | Q1 2026 | May 15, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 5,714 | 964 | 0.46% | 1.2% | 313 | -11,154 | -66.13% | Q1 2026 | Apr 10, 2026 |
| Brendel Financial Advisors LLC | History | New | 5,676 | 958 | 0.47% | — | 314 | +5,676 | New | Q1 2026 | Apr 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 5,666 | 956 | 0.07% | 0.06% | 315 | -46 | -0.81% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,628 | 950 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 5,588 | 943 | 0.08% | 0.08% | 317 | -166 | -2.88% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Reduced | 5,564 | 939 | 0.02% | 0.07% | 318 | -9,728 | -63.61% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 5,545 | 936 | 0.06% | 0.07% | 319 | -124 | -2.19% | Q1 2026 | Apr 21, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 5,540 | 935 | 0.13% | 0.13% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,503 | 929 | 0.04% | 0.03% | 321 | +1,574 | 40.06% | Q1 2026 | Apr 28, 2026 |
| Knott David M Jr | History | No change | 5,500 | 928 | 0.55% | 0.43% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 5,462 | 922 | 0.02% | 0.02% | 323 | -101 | -1.82% | Q1 2026 | May 11, 2026 |
| KKM Financial LLC | History | No change | 5,456 | 920 | 0.16% | 0.16% | 324 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 5,419 | 914 | 0.28% | 0.31% | 325 | -83 | -1.51% | Q1 2026 | May 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 5,408 | 913 | 0.07% | 0.06% | 326 | +563 | 11.62% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 5,383 | 908 | 0.02% | 0.02% | 327 | -153 | -2.76% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 5,374 | 907 | 0.0% | 0.0% | 328 | +1,157 | 27.44% | Q1 2026 | May 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 5,362 | 905 | 0.05% | 0.05% | 329 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 5,275 | 890 | 0.49% | 0.5% | 330 | -100 | -1.86% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,260 | 888 | 0.01% | 0.01% | 331 | -160 | -2.95% | Q1 2026 | May 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,229 | 882 | 0.13% | 0.13% | 332 | -106 | -1.99% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | Reduced | 5,150 | 869 | 0.24% | 0.37% | 333 | -3,290 | -38.98% | Q1 2026 | May 12, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,109 | 862 | 0.29% | 0.32% | 334 | -300 | -5.55% | Q1 2026 | Apr 08, 2026 |
| Westwood Wealth Management | History | New | 5,100 | 861 | 0.34% | — | 335 | +5,100 | New | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,086 | 858 | 0.02% | 0.01% | 336 | +462 | 9.99% | Q1 2026 | May 14, 2026 |
| American State Bank (Iowa) | History | No change | 5,082 | 858 | 0.41% | 0.41% | 337 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,067 | 855 | 0.09% | 0.09% | 338 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 4,838 | 843 | 0.16% | 0.16% | 339 | +60 | 1.26% | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,954 | 836 | 0.06% | 0.06% | 340 | +279 | 5.97% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 4,949 | 835 | 0.05% | 0.05% | 342 | -648 | -11.58% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,948 | 835 | 0.01% | 0.01% | 341 | -159 | -3.11% | Q1 2026 | May 05, 2026 |
| VERITY Wealth Advisors | History | Reduced | 4,943 | 834 | 0.56% | 0.93% | 343 | -3,955 | -44.45% | Q1 2026 | Apr 09, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 4,938 | 833 | 0.02% | 0.01% | 344 | +37 | 0.75% | Q1 2026 | May 14, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 4,916 | 830 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 4,900 | 827 | 0.0% | 0.0% | 346 | -19,145 | -79.62% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 4,894 | 826 | 0.01% | 0.01% | 347 | +1,343 | 37.82% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,846 | 818 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 4,831 | 815 | 0.17% | 0.18% | 350 | -380 | -7.29% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | No change | 4,830 | 815 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Added to | 4,824 | 814 | 0.18% | 0.03% | 351 | +4,064 | 534.74% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,815 | 812 | 0.0% | 0.0% | 352 | +511 | 11.87% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,782 | 807 | 0.01% | 0.01% | 353 | +341 | 7.68% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,781 | 807 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 4,769 | 805 | 0.0% | 0.0% | 355 | +265 | 5.88% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 4,736 | 799 | 0.01% | 0.01% | 356 | -52 | -1.09% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | No change | 4,718 | 796 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,684 | 790 | 0.01% | 0.01% | 358 | -15 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Advantage Trust Co | History | No change | 4,677 | 789 | 0.35% | 0.36% | 359 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,666 | 787 | 0.04% | 0.04% | 360 | +434 | 10.26% | Q1 2026 | Apr 30, 2026 |
| Maxele Advisors, LLC | History | No change | 4,652 | 785 | 0.64% | 0.64% | 361 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,626 | 781 | 0.03% | 0.03% | 362 | +256 | 5.86% | Q1 2026 | Apr 20, 2026 |
| Purewater Capital LLC | History | New | 4,591 | 775 | 0.74% | — | 364 | +4,591 | New | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 4,591 | 775 | 0.08% | 0.09% | 363 | -114 | -2.42% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | Added to | 4,520 | 763 | 0.02% | 0.01% | 365 | +1,954 | 76.15% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,517 | 762 | 0.13% | 0.13% | 366 | -97 | -2.1% | Q1 2026 | Apr 17, 2026 |
| True Vision MN LLC | History | Reduced | 4,511 | 761 | 0.39% | 1.18% | 367 | -9,280 | -67.29% | Q1 2026 | Apr 16, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 4,507 | 761 | 0.52% | — | 368 | +4,507 | New | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,451 | 751 | 0.01% | 0.01% | 369 | -137 | -2.99% | Q1 2026 | May 08, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 4,441 | 749 | 0.85% | 0.84% | 370 | -105 | -2.31% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,400 | 742 | 0.04% | 0.04% | 371 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Added to | 4,240 | 728 | 0.02% | 0.01% | 372 | +2,847 | 204.38% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,227 | 728 | 0.02% | 0.04% | 373 | -838 | -16.54% | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 4,295 | 725 | 0.06% | 0.06% | 374 | -407 | -8.66% | Q1 2026 | Apr 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,289 | 724 | 0.01% | 0.01% | 375 | -541 | -11.2% | Q1 2026 | May 13, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 4,283 | 723 | 0.09% | 0.09% | 376 | +150 | 3.63% | Q1 2026 | May 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 4,239 | 715 | 0.23% | 0.27% | 377 | -22 | -0.52% | Q1 2026 | Apr 24, 2026 |
| Massachusetts Wealth Management | History | Added to | 4,223 | 713 | 0.31% | 0.32% | 378 | +208 | 5.18% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Reduced | 4,216 | 711 | 0.03% | 0.03% | 379 | -113 | -2.61% | Q1 2026 | Apr 27, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,209 | 710 | 0.36% | 0.3% | 380 | +3 | 0.07% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 4,200 | 709 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HEADINVEST, LLC | History | No change | 4,176 | 705 | 0.14% | 0.14% | 382 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,151 | 700 | 0.02% | 0.03% | 384 | -325 | -7.26% | Q1 2026 | May 06, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 4,147 | 700 | 0.33% | 0.3% | 383 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,126 | 697 | 0.02% | 0.02% | 386 | +131 | 3.28% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 4,129 | 697 | 0.01% | 0.01% | 385 | -45 | -1.08% | Q1 2026 | May 01, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 4,111 | 694 | 0.07% | 0.02% | 387 | +2,847 | 225.24% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,030 | 680 | 0.01% | 0.01% | 388 | +347 | 9.42% | Q1 2026 | May 11, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 4,021 | 678 | 0.16% | 0.23% | 389 | -1,874 | -31.79% | Q1 2026 | Apr 22, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | No change | 4,000 | 675 | 1.12% | 0.99% | 390 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Core Wealth Partners LLC | History | Added to | 3,989 | 673 | 0.31% | 0.3% | 391 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 3,970 | 670 | 0.04% | 0.03% | 392 | +35 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 3,952 | 667 | 0.03% | 0.03% | 393 | -31 | -0.78% | Q1 2026 | Jun 08, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 3,936 | 664 | 0.59% | 0.43% | 394 | +1,096 | 38.59% | Q1 2026 | Apr 29, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,905 | 659 | 0.05% | 0.04% | 395 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 3,877 | 654 | 0.08% | 0.08% | 396 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 3,842 | 648 | 0.07% | 0.35% | 397 | -14,983 | -79.59% | Q1 2026 | Apr 21, 2026 |
| Community Financial Services Group, LLC | History | Added to | 3,806 | 647 | 0.11% | 0.11% | 398 | +292 | 8.31% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,828 | 646 | 0.03% | 0.02% | 399 | -96 | -2.45% | Q1 2026 | May 12, 2026 |
| BAXTER BROS INC | History | Added to | 3,812 | 643 | 0.08% | 0.05% | 400 | +1,200 | 45.94% | Q1 2026 | Apr 28, 2026 |
| CHELSEA COUNSEL CO | History | No change | 3,800 | 641 | 0.29% | 0.28% | 401 | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| Triumph Capital Management | History | Added to | 3,773 | 637 | 0.13% | 0.13% | 402 | +223 | 6.28% | Q1 2026 | May 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 3,762 | 635 | 0.08% | 0.08% | 403 | +282 | 8.1% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 3,614 | 629 | 0.02% | 0.02% | 404 | +76 | 2.15% | Q1 2026 | Apr 17, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 3,700 | 624 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,671 | 619 | 0.02% | 0.15% | 406 | -23,200 | -86.34% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,641 | 614 | 0.01% | 0.01% | 407 | +406 | 12.55% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,631 | 613 | 0.03% | 0.04% | 408 | -3,369 | -48.13% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 3,617 | 610 | 0.25% | 0.26% | 409 | +1 | 0.03% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 3,617 | 609 | 0.0% | 0.0% | 410 | +459 | 14.53% | Q1 2026 | Apr 30, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,600 | 607 | 0.07% | 0.06% | 411 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,588 | 605 | 0.12% | 0.13% | 412 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 3,579 | 604 | 0.37% | 0.37% | 413 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,575 | 603 | 0.04% | — | 414 | +3,575 | New | Q1 2026 | May 15, 2026 |
| Pines Wealth Management, LLC | History | Added to | 3,567 | 602 | 0.19% | 0.18% | 415 | +226 | 6.76% | Q1 2026 | Apr 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 3,510 | 592 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | New | 3,471 | 586 | 0.03% | — | 417 | +3,471 | New | Q1 2026 | May 07, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 3,447 | 582 | 0.07% | 0.08% | 418 | -28 | -0.81% | Q1 2026 | May 12, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 3,436 | 580 | 0.1% | 0.11% | 419 | -50 | -1.43% | Q1 2026 | Apr 09, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 3,432 | 579 | 0.52% | — | 421 | +3,432 | New | Q1 2026 | May 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,433 | 579 | 0.28% | 0.28% | 420 | +10 | 0.29% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,423 | 577 | 0.03% | 0.02% | 423 | +548 | 19.06% | Q1 2026 | Apr 28, 2026 |
| Abbot Financial Management, Inc. | History | No change | 3,419 | 577 | 0.24% | 0.24% | 422 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 3,397 | 573 | 0.08% | 0.08% | 424 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 3,381 | 570 | 0.3% | 0.31% | 425 | -55 | -1.6% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,356 | 566 | 0.01% | 0.01% | 428 | +1,171 | 53.59% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,353 | 566 | 0.0% | 0.0% | 426 | -312 | -8.51% | Q1 2026 | May 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 3,357 | 566 | 0.16% | 0.15% | 427 | +45 | 1.36% | Q1 2026 | May 08, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 3,344 | 564 | 0.06% | 0.07% | 429 | -299 | -8.21% | Q1 2026 | Apr 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 3,303 | 557 | 0.06% | 0.06% | 431 | +209 | 6.76% | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,300 | 557 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 3,292 | 553 | 0.03% | 0.02% | 432 | +520 | 18.76% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,258 | 550 | 0.0% | 0.0% | 433 | +660 | 25.4% | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 3,257 | 550 | 0.08% | 0.08% | 434 | -137 | -4.04% | Q1 2026 | Apr 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,255 | 549 | 0.04% | 0.04% | 436 | +411 | 14.45% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 3,255 | 549 | 0.1% | 0.09% | 435 | +59 | 1.85% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,246 | 548 | 0.02% | 0.01% | 437 | +1,748 | 116.69% | Q1 2026 | May 13, 2026 |
| My Personal CFO, LLC | History | Reduced | 3,240 | 547 | 0.24% | 0.29% | 438 | -900 | -21.74% | Q1 2026 | Apr 21, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 3,203 | 540 | 0.16% | 0.23% | 439 | +383 | 13.58% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 3,158 | 532 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,144 | 530 | 0.02% | 0.01% | 441 | +551 | 21.25% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Added to | 3,132 | 528 | 0.02% | 0.02% | 442 | +415 | 15.27% | Q1 2026 | May 15, 2026 |
| Thayer Partners, LLC / MA | History | Reduced | 3,130 | 528 | 0.25% | 0.26% | 443 | -73 | -2.28% | Q1 2026 | May 05, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 3,122 | 527 | 0.29% | 0.3% | 444 | -401 | -11.38% | Q1 2026 | May 07, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | No change | 3,126 | 527 | 0.42% | 0.4% | 445 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,111 | 525 | 0.01% | 0.01% | 446 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| King Wealth Management Group | History | Added to | 3,102 | 524 | 0.07% | 0.06% | 447 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 3,101 | 523 | 0.08% | 0.1% | 448 | -470 | -13.16% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,092 | 522 | 0.0% | 0.0% | 449 | -367 | -10.61% | Q1 2026 | Apr 30, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 3,091 | 521 | 0.21% | 0.2% | 450 | +7 | 0.23% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,080 | 520 | 0.01% | 0.01% | 451 | -3,600 | -53.89% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,085 | 520 | 0.24% | 0.24% | 452 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,066 | 517 | 0.06% | 0.06% | 453 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,046 | 514 | 0.05% | 0.05% | 454 | +224 | 7.94% | Q1 2026 | Apr 22, 2026 |
| Sepio Capital, LP | History | Reduced | 3,040 | 513 | 0.03% | 0.04% | 455 | -845 | -21.75% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,037 | 512 | 0.04% | 0.04% | 456 | -5 | -0.16% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,026 | 511 | 0.01% | 0.01% | 457 | +508 | 20.17% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 3,030 | 511 | 0.2% | 0.2% | 458 | +2 | 0.07% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,015 | 509 | 0.01% | 0.01% | 459 | +621 | 25.94% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,013 | 508 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 3,015 | 508 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Centiva Capital, LP | History | New | 3,000 | 506 | 0.0% | — | 463 | +3,000 | New | Q1 2026 | May 14, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,003 | 506 | 0.16% | 0.16% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,992 | 505 | 0.01% | 0.01% | 464 | +1,060 | 54.87% | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 2,971 | 501 | 0.08% | 0.09% | 465 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,931 | 494 | 0.2% | 0.24% | 466 | -641 | -17.95% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,917 | 492 | 0.0% | — | 469 | +2,917 | New | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,917 | 492 | 0.02% | 0.02% | 468 | +514 | 21.39% | Q1 2026 | Apr 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 2,916 | 492 | 0.13% | 0.14% | 467 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,906 | 490 | 0.01% | 0.03% | 470 | -6,411 | -68.81% | Q1 2026 | May 01, 2026 |
| Clare Market Investments LLC | History | New | 2,905 | 490 | 0.1% | — | 471 | +2,905 | New | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,887 | 487 | 0.04% | 0.04% | 472 | -55 | -1.87% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Added to | 2,878 | 485 | 0.02% | 0.02% | 474 | +128 | 4.65% | Q1 2026 | Apr 22, 2026 |
| Triangle Securities Wealth Management | History | No change | 2,878 | 485 | 0.11% | 0.1% | 473 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Element Wealth, LLC | History | New | 2,868 | 484 | 0.2% | — | 476 | +2,868 | New | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 2,872 | 484 | 0.01% | 0.01% | 475 | -171 | -5.62% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 2,809 | 474 | 0.02% | 0.02% | 477 | +616 | 28.09% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,796 | 472 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 2,795 | 471 | 0.08% | — | 479 | +2,795 | New | Q1 2026 | Apr 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 2,775 | 468 | 0.04% | 0.04% | 480 | -129 | -4.44% | Q1 2026 | Apr 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,772 | 468 | 0.04% | 0.04% | 481 | +3 | 0.11% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Added to | 2,750 | 464 | 0.03% | 0.03% | 483 | +249 | 9.96% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,750 | 464 | 0.17% | 0.17% | 482 | -57 | -2.03% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 2,734 | 461 | 0.11% | 0.11% | 484 | +59 | 2.21% | Q1 2026 | Apr 28, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,714 | 458 | 0.08% | 0.1% | 486 | -621 | -18.62% | Q1 2026 | May 06, 2026 |
| HCR Wealth Advisors | History | No change | 2,712 | 458 | 0.05% | 0.05% | 485 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 2,699 | 455 | 0.01% | 0.01% | 487 | +391 | 16.94% | Q1 2026 | Apr 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 2,680 | 453 | 0.04% | 0.04% | 489 | -300 | -10.07% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,894 | 453 | 0.02% | 0.02% | 488 | +41 | 1.44% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,674 | 451 | 0.02% | 0.04% | 490 | -2,336 | -46.63% | Q1 2026 | Apr 15, 2026 |
| Simmons Bank | History | No change | 2,675 | 451 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Investment Group, Inc. | History | No change | 2,675 | 451 | 0.07% | 0.07% | 492 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Management Partners, LLC | History | Added to | 2,667 | 450 | 0.13% | 0.07% | 494 | +1,174 | 78.63% | Q1 2026 | Apr 17, 2026 |
| Marotta Asset Management | History | Reduced | 2,649 | 450 | 0.08% | 0.08% | 493 | -64 | -2.36% | Q1 2026 | Apr 27, 2026 |
| Grant Private Wealth Management Inc | History | No change | 2,662 | 449 | 0.24% | 0.27% | 495 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 2,650 | 447 | 0.1% | 0.1% | 496 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,621 | 442 | 0.06% | 0.06% | 497 | -9 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 2,610 | 440 | 0.07% | 0.05% | 499 | +690 | 35.94% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,611 | 440 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 2,595 | 438 | 0.04% | 0.03% | 500 | +211 | 8.85% | Q1 2026 | May 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 2,596 | 438 | 0.19% | 0.19% | 501 | +2 | 0.08% | Q1 2026 | May 15, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 2,599 | 438 | 0.31% | 0.3% | 502 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | New | 2,584 | 436 | 0.01% | — | 503 | +2,584 | New | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,572 | 434 | 0.01% | 0.01% | 504 | +438 | 20.52% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,559 | 432 | 0.02% | 0.03% | 505 | -251 | -8.93% | Q1 2026 | Apr 28, 2026 |
| TrinityBridge Ltd | History | No change | 2,545 | 430 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,540 | 428 | 0.0% | 0.09% | 507 | -192,768 | -98.7% | Q1 2026 | May 04, 2026 |
| Beckerman Institutional, LLC | History | No change | 2,528 | 426 | 0.23% | 0.24% | 508 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | No change | 2,517 | 424 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RB Capital Management, LLC | History | No change | 2,473 | 417 | 0.09% | 0.08% | 510 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,453 | 414 | 0.02% | 0.02% | 511 | -218 | -8.16% | Q1 2026 | Apr 20, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 2,449 | 413 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,435 | 411 | 0.0% | 0.0% | 513 | +75 | 3.18% | Q1 2026 | May 01, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 2,397 | 407 | 0.31% | 0.34% | 514 | -19 | -0.79% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 2,403 | 405 | 0.0% | 0.06% | 515 | -201,797 | -98.82% | Q1 2026 | May 13, 2026 |
| WARNER FINANCIAL, INC | History | No change | 2,379 | 402 | 0.14% | 0.14% | 516 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Carter Financial Group, INC. | History | No change | 2,370 | 400 | 0.25% | 0.24% | 517 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gerald Baker Financial Group LLC | History | New | 2,355 | 397 | 0.13% | — | 519 | +2,355 | New | Q1 2026 | May 06, 2026 |
| Keystone Financial Group | History | Reduced | 2,357 | 397 | 0.03% | 0.03% | 518 | -1 | -0.04% | Q1 2026 | May 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 2,348 | 396 | 0.26% | 0.22% | 520 | +206 | 9.62% | Q1 2026 | Apr 28, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 2,341 | 395 | 0.02% | — | 521 | +2,341 | New | Q1 2026 | Apr 30, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 2,337 | 394 | 0.3% | 0.29% | 522 | -33 | -1.39% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,324 | 392 | 0.0% | 0.0% | 523 | +110 | 4.97% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,321 | 391 | 0.02% | 0.02% | 524 | +17 | 0.74% | Q1 2026 | May 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 2,317 | 390 | 0.2% | 0.25% | 525 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,302 | 388 | 0.04% | 0.04% | 526 | -33 | -1.41% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,297 | 387 | 0.05% | — | 527 | +2,297 | New | Q1 2026 | May 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,283 | 385 | 0.0% | 0.0% | 528 | +1,519 | 198.82% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,264 | 382 | 0.0% | 0.0% | 530 | +703 | 45.04% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,268 | 382 | 0.0% | 0.0% | 529 | -495 | -17.92% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,242 | 378 | 0.01% | 0.01% | 531 | +8 | 0.36% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,235 | 377 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Neumann Capital Management, LLC | History | No change | 2,238 | 377 | 0.11% | 0.11% | 533 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 2,224 | 375 | 0.06% | 0.08% | 534 | -582 | -20.74% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 2,219 | 374 | 0.01% | 0.01% | 535 | -63 | -2.76% | Q1 2026 | Apr 27, 2026 |
| Procyon Advisors, LLC | History | Reduced | 2,210 | 373 | 0.02% | 0.02% | 537 | -30 | -1.34% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | No change | 2,213 | 373 | 0.06% | 0.06% | 536 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,200 | 371 | 0.11% | 0.11% | 538 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,195 | 370 | 0.02% | 0.02% | 539 | -568 | -20.56% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Reduced | 2,191 | 370 | 0.01% | 0.01% | 540 | -130 | -5.6% | Q1 2026 | Apr 06, 2026 |
| SFE Investment Counsel | History | Reduced | 2,168 | 365 | 0.06% | 0.06% | 541 | -115 | -5.04% | Q1 2026 | May 01, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 2,157 | 364 | 0.09% | — | 542 | +2,157 | New | Q1 2026 | Apr 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 2,150 | 363 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,149 | 362 | 0.0% | 0.0% | 545 | -933 | -30.27% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 2,148 | 362 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,138 | 361 | 0.02% | 0.02% | 546 | +775 | 56.86% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,126 | 358 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bay Rivers Group | History | No change | 2,122 | 358 | 0.15% | 0.14% | 548 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,118 | 357 | 0.0% | 0.0% | 549 | -226 | -9.64% | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 2,117 | 357 | 0.04% | 0.04% | 550 | -73 | -3.33% | Q1 2026 | Apr 17, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 2,117 | 357 | 0.15% | 0.14% | 551 | -56 | -2.58% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,110 | 356 | 0.01% | 0.01% | 552 | -33 | -1.54% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,099 | 354 | 0.01% | 0.01% | 553 | -80 | -3.67% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,074 | 350 | 0.01% | 0.01% | 555 | +27 | 1.32% | Q1 2026 | May 15, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 2,077 | 350 | 0.08% | 0.08% | 554 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WELCH & FORBES LLC | History | No change | 2,057 | 347 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Added to | 2,051 | 346 | 0.04% | 0.04% | 557 | +1 | 0.05% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,042 | 344 | 0.01% | 0.01% | 558 | +182 | 9.78% | Q1 2026 | Apr 30, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 2,031 | 342 | 0.05% | — | 560 | +2,031 | New | Q1 2026 | Jun 01, 2026 |
| Brick & Kyle, Associates | History | Reduced | 2,029 | 342 | 0.11% | 0.13% | 559 | -74 | -3.52% | Q1 2026 | Jul 02, 2026 |
| 10Elms LLP | History | No change | 2,025 | 341 | 0.22% | 0.31% | 561 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,016 | 340 | 0.04% | 0.04% | 562 | -7 | -0.35% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 2,011 | 339 | 0.01% | 0.01% | 563 | +75 | 3.87% | Q1 2026 | May 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 2,003 | 338 | 0.08% | 0.07% | 565 | +220 | 12.34% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,000 | 338 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,000 | 337 | 0.18% | 0.18% | 566 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elk River Wealth Management LLC | History | No change | 1,990 | 336 | 0.06% | 0.05% | 567 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 1,986 | 335 | 0.05% | 0.13% | 568 | -956 | -32.49% | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,978 | 333 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,952 | 332 | 0.02% | 0.02% | 570 | +19 | 0.98% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,962 | 331 | 0.01% | 0.01% | 571 | +127 | 6.92% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,944 | 328 | 0.01% | 0.01% | 573 | -790 | -28.9% | Q1 2026 | Apr 10, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 1,945 | 328 | 0.02% | 0.01% | 572 | +595 | 44.07% | Q1 2026 | Apr 16, 2026 |
| Parcion Private Wealth LLC | History | No change | 1,940 | 327 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bank of New Hampshire | History | No change | 1,932 | 326 | 0.07% | 0.07% | 575 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,929 | 325 | 0.0% | 0.25% | 576 | -202,433 | -99.06% | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 1,905 | 322 | 0.01% | 0.01% | 579 | -110 | -5.46% | Q1 2026 | Apr 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,911 | 322 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED BANK | History | No change | 1,908 | 322 | 0.04% | 0.04% | 578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,903 | 321 | 0.0% | 0.0% | 580 | -304 | -13.77% | Q1 2026 | May 13, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 1,895 | 319 | 0.12% | 0.16% | 581 | -835 | -30.59% | Q1 2026 | Apr 09, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 1,887 | 318 | 0.06% | 0.06% | 582 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 1,875 | 316 | 0.04% | 0.04% | 584 | -125 | -6.25% | Q1 2026 | Apr 09, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,875 | 316 | 0.07% | 0.07% | 583 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | No change | 1,870 | 315 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NCM Capital Management, LLC | History | No change | 1,865 | 314 | 0.11% | 0.12% | 586 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 1,918 | 313 | 0.15% | 0.15% | 587 | -61 | -3.08% | Q1 2026 | Jun 23, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,838 | 310 | 0.08% | 0.14% | 589 | -1,684 | -47.81% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 1,837 | 310 | 0.01% | 0.01% | 588 | -168 | -8.38% | Q1 2026 | Apr 16, 2026 |
| Objective Capital Management, LLC | History | No change | 1,815 | 306 | 0.31% | 0.31% | 590 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,812 | 305 | 0.0% | 0.0% | 591 | +296 | 19.53% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,806 | 305 | 0.22% | 0.23% | 592 | +1 | 0.06% | Q1 2026 | May 19, 2026 |
| ESL Trust Services, LLC | History | No change | 1,800 | 303 | 0.06% | 0.06% | 593 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,782 | 300 | 0.01% | 0.01% | 594 | -58 | -3.15% | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,772 | 299 | 0.12% | 0.12% | 595 | -2 | -0.11% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,761 | 297 | 0.02% | 0.03% | 596 | -979 | -35.73% | Q1 2026 | Apr 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,764 | 297 | 0.02% | 0.02% | 597 | -53 | -2.92% | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,763 | 297 | 0.04% | 0.04% | 598 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Management Group, Inc. | History | Added to | 1,756 | 296 | 0.05% | 0.05% | 599 | +4 | 0.23% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 1,750 | 295 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 1,750 | 295 | 0.16% | 0.15% | 601 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 1,741 | 293 | 0.08% | 0.11% | 603 | -467 | -21.15% | Q1 2026 | May 01, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 1,736 | 293 | 0.17% | 0.14% | 604 | -46 | -2.58% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,728 | 293 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 1,734 | 292 | 0.04% | 1.43% | 605 | -52,923 | -96.83% | Q1 2026 | Apr 24, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 1,732 | 292 | 0.01% | 0.01% | 607 | -143 | -7.63% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 1,730 | 292 | 0.01% | 0.01% | 606 | -45 | -2.54% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,718 | 291 | 0.01% | 0.01% | 608 | -1,503 | -46.66% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,708 | 290 | 0.0% | 0.02% | 609 | -21,972 | -92.79% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 1,712 | 289 | 0.01% | 0.01% | 610 | +100 | 6.2% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | Reduced | 1,706 | 288 | 0.17% | 0.17% | 611 | -107 | -5.9% | Q1 2026 | Apr 02, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 1,700 | 287 | 0.04% | 0.04% | 612 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 1,695 | 286 | 0.06% | 0.05% | 613 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,693 | 285 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 1,681 | 283 | 0.08% | 0.09% | 615 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 1,671 | 282 | 0.02% | 0.02% | 616 | -91 | -5.16% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,675 | 282 | 0.01% | 0.01% | 617 | -15 | -0.89% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 1,665 | 281 | 0.01% | 0.0% | 618 | +1,197 | 255.77% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,670 | 281 | 0.01% | 0.01% | 619 | +16 | 0.97% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,665 | 281 | 0.03% | 0.03% | 620 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,731 | 280 | 0.02% | 0.02% | 621 | -1,260 | -42.13% | Q1 2026 | Apr 24, 2026 |
| First Nebraska Trust Co | History | Reduced | 1,654 | 279 | 0.03% | 0.03% | 622 | -96 | -5.49% | Q1 2026 | Jun 01, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 1,649 | 278 | 0.05% | 0.04% | 623 | +145 | 9.64% | Q1 2026 | Apr 21, 2026 |
| LCNB CORP | History | No change | 1,645 | 277 | 0.09% | 0.09% | 624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | No change | 1,644 | 277 | 0.04% | 0.04% | 625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,637 | 276 | 0.04% | 0.05% | 626 | -286 | -14.87% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,633 | 275 | 0.01% | 0.01% | 627 | +168 | 11.47% | Q1 2026 | Jun 18, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 1,633 | 275 | 0.17% | 0.16% | 628 | +2 | 0.12% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,620 | 273 | 0.01% | 0.02% | 629 | -1,027 | -38.8% | Q1 2026 | Apr 07, 2026 |
| PACK Private Wealth, LLC | History | No change | 1,614 | 272 | 0.12% | 0.12% | 630 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,594 | 269 | 0.03% | 0.11% | 631 | -4,490 | -73.8% | Q1 2026 | May 04, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,597 | 269 | 0.08% | 0.08% | 632 | +2 | 0.13% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 1,585 | 267 | 0.0% | 0.0% | 633 | +26 | 1.67% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 1,576 | 266 | 0.02% | 0.02% | 634 | -104 | -6.19% | Q1 2026 | May 07, 2026 |
| VANCE WEALTH, LLC | History | No change | 1,552 | 262 | 0.08% | 0.08% | 635 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,545 | 260 | 0.01% | 0.01% | 636 | +11 | 0.72% | Q1 2026 | Apr 30, 2026 |
| Apriem Advisors | History | No change | 1,545 | 260 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Juno Financial Group LLC | History | Added to | 1,537 | 259 | 0.1% | 0.1% | 638 | +1 | 0.07% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,530 | 258 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 1,533 | 258 | 0.01% | 0.02% | 640 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 1,520 | 256 | 0.02% | 0.02% | 641 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFC Advisors LLC | History | No change | 1,513 | 255 | 0.04% | 0.04% | 642 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,500 | 253 | 0.03% | 0.03% | 643 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Broyhill Asset Management, LLC | History | No change | 1,500 | 253 | 0.23% | 0.22% | 644 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AtlasMark Financial, Inc | History | No change | 1,500 | 253 | 0.16% | 0.16% | 645 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Platform Technology Partners | History | No change | 1,492 | 252 | 0.05% | 0.05% | 646 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 1,490 | 251 | 0.02% | 0.02% | 647 | +237 | 18.91% | Q1 2026 | May 01, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 1,478 | 249 | 0.2% | 0.2% | 648 | -37 | -2.44% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,471 | 248 | 0.01% | — | 649 | +1,471 | New | Q1 2026 | May 14, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 1,417 | 247 | 0.04% | 0.04% | 650 | -165 | -10.43% | Q1 2026 | Apr 23, 2026 |
| South Shore Capital Advisors | History | Reduced | 1,464 | 247 | 0.18% | 0.19% | 651 | -116 | -7.34% | Q1 2026 | Apr 28, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,456 | 246 | 0.05% | 0.05% | 652 | +4 | 0.28% | Q1 2026 | Apr 08, 2026 |
| Sargent Investment Group, LLC | History | No change | 1,449 | 244 | 0.03% | 0.03% | 653 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 1,446 | 244 | 0.03% | 0.02% | 654 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,431 | 241 | 0.01% | 0.01% | 656 | +228 | 18.95% | Q1 2026 | May 13, 2026 |
| PW Nova Financial Services LLC | History | Added to | 1,431 | 241 | 0.06% | 0.08% | 657 | +206 | 16.82% | Q1 2026 | Apr 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 1,428 | 241 | 0.03% | 0.03% | 655 | -69 | -4.61% | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | New | 1,410 | 238 | 0.03% | — | 658 | +1,410 | New | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 1,408 | 237 | 0.01% | 0.02% | 659 | -147 | -9.45% | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 1,403 | 236 | 0.07% | 0.07% | 660 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 1,380 | 233 | 0.07% | 0.09% | 661 | -218 | -13.64% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,369 | 231 | 0.01% | 0.01% | 663 | +122 | 9.78% | Q1 2026 | May 12, 2026 |
| Hikari Tsushin, Inc. | History | No change | 1,373 | 231 | 0.02% | 0.02% | 662 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 1,368 | 230 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| One Capital Management, LLC | History | Reduced | 1,356 | 229 | 0.01% | 0.01% | 665 | -45 | -3.21% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,347 | 227 | 0.01% | 0.01% | 666 | +84 | 6.65% | Q1 2026 | Apr 23, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,350 | 227 | 0.05% | 0.05% | 667 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Florida Trust Wealth Management Co | History | New | 1,344 | 226 | 0.01% | — | 668 | +1,344 | New | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,334 | 225 | 0.0% | 0.0% | 669 | -157 | -10.53% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | New | 1,324 | 224 | 0.0% | — | 671 | +1,324 | New | Q1 2026 | May 14, 2026 |
| Essex LLC | History | Reduced | 1,331 | 224 | 0.04% | 0.04% | 670 | -43 | -3.13% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,315 | 222 | 0.0% | — | 672 | +1,315 | New | Q1 2026 | Apr 27, 2026 |
| Matisse Capital | History | Added to | 1,311 | 221 | 0.09% | 0.1% | 673 | +3 | 0.23% | Q1 2026 | May 08, 2026 |
| Beck Bode, LLC | History | Reduced | 1,304 | 220 | 0.04% | 0.05% | 674 | -464 | -26.24% | Q1 2026 | May 07, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 1,304 | 220 | 0.07% | 0.06% | 675 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Circle Wealth Management, LLC | History | New | 1,302 | 219 | 0.0% | — | 677 | +1,302 | New | Q1 2026 | May 11, 2026 |
| Madrona Financial Services, LLC | History | No change | 1,300 | 219 | 0.05% | 0.05% | 676 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 1,296 | 218 | 0.06% | 0.06% | 679 | -12 | -0.92% | Q1 2026 | Apr 16, 2026 |
| RDA Financial Network | History | Reduced | 1,295 | 218 | 0.05% | 0.05% | 678 | -4 | -0.31% | Q1 2026 | Apr 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,278 | 215 | 0.0% | 0.0% | 680 | -11 | -0.85% | Q1 2026 | May 15, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 1,276 | 215 | 0.04% | 0.04% | 681 | +1 | 0.08% | Q1 2026 | Apr 16, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 1,265 | 213 | 0.03% | 0.03% | 682 | -5 | -0.39% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 1,213 | 211 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,245 | 210 | 0.01% | — | 684 | +1,245 | New | Q1 2026 | May 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,238 | 209 | 0.06% | 0.07% | 685 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | New | 1,235 | 208 | 0.04% | — | 686 | +1,235 | New | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 1,231 | 207 | 0.07% | 0.07% | 687 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Edge Wealth Management LLC | History | No change | 1,227 | 207 | 0.04% | 0.04% | 688 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,230 | 207 | 0.07% | 0.07% | 689 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,226 | 207 | 0.01% | 0.01% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LightSquare Wealth Management, LLC | History | New | 1,217 | 205 | 0.15% | — | 692 | +1,217 | New | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,215 | 205 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,204 | 204 | 0.0% | 0.0% | 693 | -258 | -17.65% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 1,207 | 203 | 0.02% | 0.05% | 696 | -1,575 | -56.61% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 1,206 | 203 | 0.01% | 0.01% | 695 | -147 | -10.86% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,204 | 203 | 0.0% | 0.0% | 694 | -76 | -5.94% | Q1 2026 | May 15, 2026 |
| TCP Asset Management, LLC | History | No change | 1,205 | 203 | 0.03% | 0.03% | 697 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aureus Asset Management, LLC | History | New | 1,200 | 202 | 0.01% | — | 702 | +1,200 | New | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | No change | 1,200 | 202 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,200 | 202 | 0.1% | 0.1% | 699 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNION SAVINGS BANK | History | No change | 1,200 | 202 | 0.09% | 0.09% | 700 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASL Financial, LLC | History | No change | 1,200 | 202 | 0.16% | 0.16% | 701 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Next Level Private LLC | History | Added to | 1,193 | 201 | 0.05% | 0.05% | 703 | +1 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Embree Financial Group | History | New | 1,186 | 200 | 0.02% | — | 705 | +1,186 | New | Q1 2026 | Apr 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,186 | 200 | 0.03% | 0.03% | 704 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EPG Wealth Management LLC | History | Reduced | 1,175 | 198 | 0.05% | 0.06% | 706 | -176 | -13.03% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,170 | 197 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LMR Partners LLP | History | New | 1,149 | 194 | 0.0% | — | 708 | +1,149 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,138 | 192 | 0.0% | 0.0% | 710 | +249 | 28.01% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,142 | 192 | 0.08% | 0.08% | 709 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | No change | 1,099 | 185 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| BOKF, NA | History | No change | 1,087 | 183 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,150 | 181 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,064 | 179 | 0.07% | 0.07% | 714 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,050 | 177 | 0.0% | 0.06% | 716 | -16,175 | -93.9% | Q1 2026 | Apr 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,050 | 177 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,013 | 171 | 0.01% | 0.01% | 717 | +451 | 80.25% | Q1 2026 | Apr 28, 2026 |
| Register Financial Advisors LLC | History | Added to | 978 | 165 | 0.06% | 0.06% | 720 | +58 | 6.3% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Added to | 982 | 165 | 0.0% | 0.0% | 719 | +18 | 1.87% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 978 | 165 | 0.12% | 0.12% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 972 | 164 | 0.16% | 0.16% | 722 | +5 | 0.52% | Q1 2026 | Apr 14, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 975 | 164 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quaker Wealth Management, LLC | History | No change | 970 | 163 | 0.05% | 0.05% | 723 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 965 | 162 | 0.01% | 0.02% | 724 | -349 | -26.56% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 940 | 159 | 0.01% | 0.01% | 725 | -88 | -8.56% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | New | 941 | 158 | 0.0% | — | 726 | +941 | New | Q1 2026 | Jun 02, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 922 | 155 | 0.14% | 0.13% | 727 | -4 | -0.43% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 903 | 152 | 0.01% | — | 728 | +903 | New | Q1 2026 | May 18, 2026 |
| Wellington Shields & Co., LLC | History | No change | 900 | 151 | 0.04% | 0.04% | 729 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 850 | 143 | 0.13% | 0.15% | 730 | -175 | -17.07% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 840 | 141 | 0.07% | 0.08% | 731 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 829 | 140 | 0.0% | 0.0% | 732 | -46 | -5.26% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 800 | 136 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sava Infond d.o.o. | History | Reduced | 800 | 135 | 0.02% | 0.03% | 735 | -700 | -46.67% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 800 | 135 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 757 | 127 | 0.01% | 0.01% | 736 | +1 | 0.13% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 744 | 125 | 0.0% | 0.0% | 737 | +60 | 8.77% | Q1 2026 | Jun 02, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 746 | 125 | 0.01% | 0.01% | 738 | -17 | -2.23% | Q1 2026 | Apr 28, 2026 |
| LOM Asset Management Ltd | History | No change | 740 | 124 | 0.04% | 0.04% | 739 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Added to | 708 | 119 | 0.02% | 0.01% | 740 | +234 | 49.37% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | No change | 700 | 118 | 0.03% | 0.03% | 741 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 689 | 116 | 0.04% | 0.05% | 742 | -86 | -11.1% | Q1 2026 | May 11, 2026 |
| Finley Financial, LLC | History | No change | 675 | 113 | 0.05% | 0.05% | 743 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 667 | 112 | 0.01% | 0.0% | 744 | +329 | 97.34% | Q1 2026 | Apr 06, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 653 | 110 | 0.03% | 0.02% | 745 | -18 | -2.68% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 644 | 108 | 0.06% | — | 747 | +644 | New | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 637 | 108 | 0.02% | 0.0% | 746 | +601 | 1669.44% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 634 | 107 | 0.06% | 0.06% | 748 | -45 | -6.63% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 628 | 106 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pacific Center for Financial Services | History | Added to | 623 | 105 | 0.03% | 0.02% | 750 | +1 | 0.16% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 609 | 103 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 613 | 103 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | No change | 600 | 101 | 0.0% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossmore Private Capital | History | No change | 599 | 101 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McMillan Office, Inc. | History | No change | 600 | 101 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 580 | 97 | 0.05% | 0.08% | 756 | -252 | -30.29% | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 566 | 95 | 0.03% | 0.03% | 757 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | No change | 558 | 94 | 0.06% | 0.06% | 758 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | No change | 547 | 92 | 0.04% | 0.04% | 759 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 531 | 89 | 0.03% | 0.04% | 760 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | No change | 527 | 89 | 0.04% | 0.04% | 761 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 516 | 87 | 0.0% | 0.0% | 762 | +125 | 31.97% | Q1 2026 | Apr 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 510 | 86 | 0.03% | 0.03% | 763 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 499 | 84 | 0.0% | 0.0% | 764 | -241 | -32.57% | Q1 2026 | May 08, 2026 |
| Ransom Advisory, Ltd | History | No change | 499 | 84 | 0.03% | 0.03% | 765 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 492 | 83 | 0.01% | 0.01% | 766 | -71 | -12.61% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 484 | 81 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 475 | 80 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Realta Investment Advisors | History | Reduced | 456 | 76 | 0.03% | 0.24% | 769 | -3,941 | -89.63% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 454 | 76 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BAYBAN | History | No change | 432 | 72 | 0.06% | 0.06% | 771 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 423 | 71 | 0.0% | — | 775 | +423 | New | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 424 | 71 | 0.01% | 0.0% | 773 | +371 | 700.0% | Q1 2026 | May 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 422 | 71 | 0.04% | 0.04% | 772 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 426 | 71 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 419 | 70 | 0.05% | 0.05% | 776 | +1 | 0.24% | Q1 2026 | Apr 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 400 | 67 | 0.03% | 0.03% | 777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 400 | 67 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 385 | 65 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 379 | 64 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 384 | 64 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 372 | 62 | 0.0% | — | 782 | +372 | New | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Added to | 350 | 59 | 0.02% | 0.01% | 783 | +254 | 264.58% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 348 | 58 | 0.0% | 0.0% | 784 | -114 | -24.68% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | No change | 341 | 57 | 0.03% | 0.03% | 785 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 340 | 57 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bollard Group LLC | History | No change | 334 | 56 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Solstein Capital, LLC | History | No change | 330 | 55 | 0.02% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 330 | 55 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | No change | 300 | 51 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 300 | 50 | 0.01% | 0.01% | 792 | +25 | 9.09% | Q1 2026 | May 01, 2026 |
| Security National Bank | History | No change | 300 | 50 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 291 | 49 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 290 | 48 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 267 | 45 | 0.0% | 0.0% | 795 | +1 | 0.38% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 272 | 45 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 272 | 45 | 0.04% | 0.04% | 797 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | Added to | 265 | 44 | 0.0% | 0.0% | 798 | +40 | 17.78% | Q1 2026 | Apr 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 265 | 44 | 0.03% | 0.03% | 800 | +6 | 2.32% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | No change | 262 | 44 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | Added to | 257 | 43 | 0.01% | 0.01% | 801 | +17 | 7.08% | Q1 2026 | May 11, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 260 | 43 | 0.02% | 0.02% | 802 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 42 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 250 | 42 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 250 | 42 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 244 | 41 | 0.01% | 0.01% | 806 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 245 | 41 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 248 | 41 | 0.03% | 0.04% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 231 | 39 | 0.01% | 0.01% | 809 | +1 | 0.43% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | No change | 233 | 39 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 228 | 38 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 208 | 35 | 0.03% | 0.03% | 812 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 205 | 34 | 0.01% | 0.01% | 815 | -25 | -10.87% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 206 | 34 | 0.0% | 0.01% | 813 | +4 | 1.98% | Q1 2026 | May 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 207 | 34 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | No change | 204 | 34 | 0.02% | 0.02% | 816 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 200 | 33 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 200 | 33 | 0.1% | 0.09% | 818 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 197 | 33 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strengthening Families & Communities, LLC | History | New | 193 | 32 | 0.01% | — | 820 | +193 | New | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | Reduced | 184 | 31 | 0.0% | 0.02% | 822 | -916 | -83.27% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 189 | 31 | 0.01% | 0.01% | 825 | -4 | -2.07% | Q1 2026 | May 07, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 181 | 31 | 0.01% | 0.02% | 821 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mascoma Wealth Management LLC | History | No change | 187 | 31 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | No change | 182 | 31 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 187 | 31 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 180 | 30 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 180 | 30 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 174 | 29 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 175 | 29 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 162 | 27 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 155 | 26 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 159 | 26 | 0.01% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 152 | 25 | 0.01% | 0.02% | 837 | +1 | 0.66% | Q1 2026 | May 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 150 | 25 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | No change | 150 | 25 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | No change | 153 | 25 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 139 | 23 | 0.07% | 0.08% | 838 | -11,235 | -98.78% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 135 | 22 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 130 | 21 | 0.01% | — | 842 | +130 | New | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 127 | 21 | 0.0% | — | 841 | +127 | New | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | No change | 128 | 21 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 121 | 20 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 120 | 20 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | No change | 121 | 20 | 0.01% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 122 | 20 | 0.01% | 0.01% | 846 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 117 | 19 | 0.0% | — | 850 | +117 | New | Q1 2026 | May 08, 2026 |
| West Branch Capital LLC | History | No change | 114 | 19 | 0.01% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 114 | 19 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | No change | 117 | 19 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 110 | 18 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | New | 106 | 17 | 0.01% | — | 854 | +106 | New | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 106 | 17 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bravera Wealth | History | No change | 105 | 17 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 100 | 16 | 0.01% | — | 857 | +100 | New | Q1 2026 | Apr 28, 2026 |
| Financial Freedom, LLC | History | No change | 101 | 16 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vision Retirement, LLC | History | No change | 100 | 16 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 93 | 15 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Independence Bank of Kentucky | History | No change | 85 | 14 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 84 | 14 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 87 | 14 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | No change | 81 | 14 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | New | 80 | 13 | 0.0% | — | 866 | +80 | New | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 79 | 13 | 0.01% | — | 867 | +79 | New | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 80 | 13 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 77 | 13 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 79 | 13 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 75 | 12 | 0.01% | 0.02% | 872 | -64 | -46.04% | Q1 2026 | Apr 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 75 | 12 | 0.0% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 75 | 12 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 74 | 12 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centennial Bank/AR/ | History | No change | 75 | 12 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 70 | 11 | 0.0% | 0.0% | 873 | +3 | 4.48% | Q1 2026 | Apr 24, 2026 |
| Creative Capital Management Investments LLC | History | No change | 68 | 11 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 68 | 11 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 57 | 10 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 63 | 10 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 60 | 10 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Breakwater Investment Management | History | No change | 63 | 10 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 60 | 10 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 55 | 9 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pioneer Family Office, LLC | History | No change | 55 | 9 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BankChampaign, National Association | History | New | 65 | 8 | 0.01% | — | 887 | +65 | New | Q1 2026 | May 21, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 52 | 8 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 50 | 8 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 8 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 49 | 7 | 0.0% | — | 894 | +48 | 4800.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 45 | 7 | 0.0% | — | 895 | +45 | New | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | Added to | 43 | 7 | 0.0% | 0.0% | 888 | +11 | 34.38% | Q1 2026 | Apr 07, 2026 |
| WealthShield Partners, LLC | History | Added to | 44 | 7 | 0.0% | 0.0% | 892 | +1 | 2.33% | Q1 2026 | May 01, 2026 |
| MOTCO | History | No change | 42 | 7 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | No change | 46 | 7 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 37 | 6 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 40 | 6 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 39 | 6 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 30 | 5 | 0.0% | 0.01% | 907 | -57 | -65.52% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | New | 31 | 5 | 0.0% | — | 908 | +31 | New | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30 | 5 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 35 | 5 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 35 | 5 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 34 | 5 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 35 | 5 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 33 | 5 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 27 | 4 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 25 | 4 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 20 | 3 | 0.0% | 0.04% | 915 | -570 | -96.61% | Q1 2026 | Apr 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 23 | 3 | 0.0% | — | 917 | +23 | New | Q1 2026 | Apr 16, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 20 | 3 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 19 | 3 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 20 | 3 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 10 | 2 | 0.0% | 0.0% | 918 | -71 | -87.65% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | New | 16 | 2 | 0.0% | — | 924 | +16 | New | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | New | 15 | 2 | 0.0% | — | 923 | +15 | New | Q1 2026 | Apr 15, 2026 |
| Purpose Unlimited Inc. | History | New | 15 | 2 | 0.0% | — | 925 | +15 | New | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 14 | 2 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BIRCHBROOK, INC. | History | No change | 12 | 2 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FNY Investment Advisers, LLC | History | New | 10 | 1 | 0.0% | — | 933 | +10 | New | Q1 2026 | Apr 15, 2026 |
| Horizon Investments, LLC | History | New | 8 | 1 | 0.0% | — | 932 | +8 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 3 | 1 | 0.0% | 0.0% | 929 | -1 | -25.0% | Q1 2026 | May 05, 2026 |
| Founders Capital Management | History | No change | 6 | 1 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 9 | 1 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -566,310 | -100.0% | Q1 2026 | May 04, 2026 |
| Affinity Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 3.85% | — | -400,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -199,000 | -100.0% | Q1 2026 | May 15, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.51% | — | -81,760 | -100.0% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -75,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -63,638 | -100.0% | Q1 2026 | Jun 25, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -53,016 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -43,823 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -42,459 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,879 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.38% | — | -25,286 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.92% | — | -23,686 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,228 | -100.0% | Q1 2026 | May 14, 2026 |
| Midwest Professional Planners, LTD. | History | Closed out | 0 | 0 | — | 0.83% | — | -20,874 | -100.0% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,097 | -100.0% | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,526 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,500 | -100.0% | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.32% | — | -9,765 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -8,963 | -100.0% | Q1 2026 | May 15, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -8,328 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,010 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,682 | -100.0% | Q1 2026 | May 15, 2026 |
| JGP Global Gestao de Recursos Ltda. | History | Closed out | 0 | 0 | — | 0.68% | — | -6,807 | -100.0% | Q1 2026 | May 08, 2026 |
| Markin Volterra Fund LP | History | Closed out | 0 | 0 | — | 1.85% | — | -6,035 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,760 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,515 | -100.0% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,823 | -100.0% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,020 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -3,939 | -100.0% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,707 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,614 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,478 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,373 | -100.0% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,953 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,881 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,800 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,696 | -100.0% | Q1 2026 | May 20, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -2,594 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,271 | -100.0% | Q1 2026 | May 08, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,256 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,233 | -100.0% | Q1 2026 | May 18, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -2,078 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -1,800 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,694 | -100.0% | Q1 2026 | Apr 30, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,614 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,551 | -100.0% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,529 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,523 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Prism Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,438 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,413 | -100.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,387 | -100.0% | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,385 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FAIRFIELD, BUSH & CO. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,353 | -100.0% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,278 | -100.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,253 | -100.0% | Q1 2026 | May 07, 2026 |
| Cravens & Co Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,250 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,238 | -100.0% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q1 2026 | May 04, 2026 |
| Selective Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,200 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Orca Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,143 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -730 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -671 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -556 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -505 | -100.0% | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -349 | -100.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -313 | -100.0% | Q1 2026 | May 04, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q1 2026 | May 13, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -240 | -100.0% | Q1 2026 | Apr 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -222 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -128 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79 | -100.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -19 | -82.61% | Q1 2026 | Apr 24, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -16 | -88.89% | Q1 2026 | Apr 21, 2026 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| Morse Asset Management, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |