iShares Bitcoin Trust ETF - IBIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 95,371,712 | 3,664,181 | 0.47% | 0.69% | 1 | +3,301,632 | 3.59% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,218,988 | 2,582,553 | 0.29% | 0.37% | 2 | +2,898,379 | 4.51% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 41,113,251 | 1,579,571 | 0.18% | 0.25% | 3 | +540,107 | 1.33% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,806,480 | 1,414,104 | 0.23% | 0.4% | 4 | -16,701,852 | -31.21% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 24,304,788 | 933,789 | 8.26% | 10.09% | 5 | +5,697,230 | 30.62% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 21,794,218 | 837,333 | 0.35% | 0.77% | 6 | -15,156,106 | -41.02% | Q1 2026 | May 15, 2026 |
| Avenir Tech Ltd | History | Reduced | 18,276,100 | 702,167 | 88.94% | 83.36% | 7 | -11,223 | -0.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 17,263,778 | 663,274 | 0.04% | 0.04% | 8 | +3,823,119 | 28.44% | Q1 2026 | May 15, 2026 |
| Mubadala Investment Co PJSC | History | Added to | 14,721,917 | 565,616 | 2.76% | 3.61% | 9 | +2,019,594 | 15.9% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 14,237,104 | 546,989 | 0.01% | 0.01% | 10 | +1,237,968 | 9.52% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 13,455,020 | 516,941 | 0.12% | 0.15% | 11 | +584,984 | 4.55% | Q1 2026 | May 14, 2026 |
| Al Warda Investments RSC Ltd | History | No change | 8,218,712 | 408,059 | 100.0% | 100.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 9,338,200 | 396,966 | 1.03% | 0.48% | 13 | +4,417,443 | 89.77% | Q1 2026 | May 15, 2026 |
| Galaxy Group Investments LLC | History | No change | 7,690,206 | 381,818 | 45.29% | 45.29% | 14 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | History | Added to | 8,760 | 336,559 | 100.0% | 100.0% | 15 | +3,725 | 73.98% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Added to | 8,405,874 | 322,953 | 0.38% | 0.36% | 16 | +1,721,642 | 25.76% | Q1 2026 | May 12, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | New | 8,218,712 | 315,762 | 32.39% | — | 17 | +8,218,712 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,302,691 | 312,845 | 0.02% | 0.01% | 18 | +5,275,077 | 174.23% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Reduced | 7,756,672 | 298,011 | 1.88% | 4.56% | 19 | -6,841,098 | -46.86% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,559,160 | 290,422 | 0.05% | 0.06% | 20 | +479,898 | 6.78% | Q1 2026 | May 11, 2026 |
| Galaxy Digital Inc. | History | New | 7,514,076 | 288,690 | 24.99% | — | 21 | +7,514,076 | New | Q1 2026 | May 14, 2026 |
| Laurore Ltd | History | Reduced | 6,846,279 | 263,034 | 100.0% | 100.0% | 22 | -1,940,000 | -22.08% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Added to | 6,718,493 | 258,124 | 0.57% | 0.61% | 23 | +174,893 | 2.67% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,260,451 | 240,526 | 0.14% | 0.13% | 24 | +1,561,154 | 33.22% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 5,680,862 | 218,258 | 0.75% | 0.94% | 25 | -70,773 | -1.23% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 4,440,676 | 170,610 | 0.2% | 0.02% | 26 | +4,015,713 | 944.96% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 4,332,641 | 166,460 | 0.06% | 0.03% | 27 | +2,624,274 | 153.61% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Added to | 4,317,555 | 165,880 | 0.69% | 0.19% | 28 | +3,057,915 | 242.76% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,145,400 | 159,266 | 1.13% | 1.71% | 29 | -384,700 | -8.49% | Q1 2026 | Apr 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 4,138,518 | 159,001 | 0.95% | 1.11% | 30 | -987,625 | -19.27% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 4,055,618 | 155,816 | 0.33% | 0.47% | 31 | +104,504 | 2.64% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 3,570,000 | 137,159 | 0.24% | 0.34% | 32 | +120,100 | 3.48% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 3,490,675 | 134,111 | 0.68% | 0.62% | 33 | +1,340,068 | 62.31% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 3,258,103 | 125,176 | 0.21% | 0.23% | 34 | +32,725 | 1.01% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 3,254,662 | 125,044 | 3.02% | 4.41% | 35 | -454,893 | -12.26% | Q1 2026 | May 15, 2026 |
| HRTG GPE, LLC | History | Added to | 3,250,731 | 124,893 | 15.99% | 14.36% | 36 | +980,404 | 43.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,227,395 | 123,996 | 0.03% | 0.04% | 37 | +248,070 | 8.33% | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo S.p.A. | History | Added to | 3,143,309 | 120,765 | 7.14% | 1.34% | 38 | +2,672,900 | 568.21% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 3,129,352 | 120,229 | 34.76% | 6.22% | 39 | +982,816 | 45.79% | Q1 2026 | May 05, 2026 |
| HARVARD MANAGEMENT CO INC | History | Reduced | 3,044,612 | 116,973 | 6.44% | 12.78% | 40 | -2,309,000 | -43.13% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,580,611 | 99,147 | 0.64% | 0.9% | 41 | -2,017,948 | -43.88% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,353,578 | 90,424 | 0.64% | 1.8% | 42 | -5,822,011 | -71.21% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 3,449 | 89,760 | 1.42% | 1.34% | 43 | -245 | -6.63% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,302,083 | 88,446 | 0.16% | 0.2% | 44 | +83,060 | 3.74% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Reduced | 2,280,228 | 87,606 | 1.48% | 5.42% | 45 | -5,521,755 | -70.77% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 2,243,827 | 86,207 | 5.31% | 6.6% | 46 | +16,447 | 0.74% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 2,142,185 | 82,302 | 7.51% | 9.19% | 47 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 2,032,648 | 78,094 | 4.63% | 5.82% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,978,093 | 75,998 | 0.1% | 0.12% | 49 | +120,227 | 6.47% | Q1 2026 | May 15, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 1,787,571 | 68,678 | 15.88% | 18.49% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 1,777,144 | 68,277 | 0.16% | 0.13% | 51 | +420,482 | 30.99% | Q1 2026 | May 13, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 1,744,300 | 68,127 | 27.74% | 12.29% | 52 | +1,226,000 | 236.54% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,759,265 | 67,593 | 0.1% | 0.08% | 53 | +604,588 | 52.36% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,602,000 | 61,548 | 0.08% | 0.09% | 54 | -63,200 | -3.8% | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 1,500,000 | 57,630 | 0.71% | 2.11% | 55 | -1,500,000 | -50.0% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 1,480,500 | 56,880 | 0.58% | 1.36% | 56 | -1,996,100 | -57.42% | Q1 2026 | May 15, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 1,475,000 | 56,840 | 0.87% | 1.31% | 57 | -120,000 | -7.52% | Q1 2026 | Apr 27, 2026 |
| ParaFi Capital LP | History | Reduced | 1,461,145 | 56,137 | 12.15% | 20.44% | 58 | -13,901 | -0.94% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,460,531 | 56,113 | 0.12% | 0.12% | 59 | +344,030 | 30.81% | Q1 2026 | May 05, 2026 |
| Copperwood Asset Management LP | History | Reduced | 1,415,467 | 54,382 | 100.0% | 100.0% | 60 | -263,000 | -15.67% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 1,384,800 | 53,204 | 1.26% | 1.18% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,336,247 | 50,988 | 0.22% | 0.21% | 62 | +349,542 | 35.43% | Q1 2026 | May 15, 2026 |
| Fortress Investment Group LLC | History | No change | 1,325,000 | 50,906 | 12.93% | 15.43% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,324,984 | 50,905 | 0.05% | 0.05% | 64 | +466,906 | 54.41% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,296,500 | 49,811 | 0.05% | 0.06% | 65 | +262,087 | 25.34% | Q1 2026 | May 13, 2026 |
| DeepCurrents Investment Group LLC | History | Added to | 12,500 | 48,025 | 1.54% | 1.42% | 66 | +3,800 | 43.68% | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | Added to | 1,205,900 | 46,331 | 4.15% | 1.44% | 67 | +954,500 | 379.67% | Q1 2026 | May 04, 2026 |
| Alpine Fox Capital LLC | History | Added to | 1,172,200 | 45,035 | 29.25% | 21.69% | 68 | +344,700 | 41.66% | Q1 2026 | May 14, 2026 |
| Ovata Capital Management Ltd | History | No change | 1,142,805 | 43,936 | 6.14% | 6.87% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 1,140,586 | 43,821 | 0.08% | 0.11% | 70 | -54,403 | -4.55% | Q1 2026 | May 14, 2026 |
| Patient Capital Management, LLC | History | New | 1,100,000 | 42,262 | 1.55% | — | 71 | +1,100,000 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,047,548 | 40,246 | 0.04% | 0.01% | 72 | +902,736 | 623.38% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 991,429 | 38,090 | 0.63% | 0.74% | 73 | +131,963 | 15.35% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 977,599 | 37,559 | 0.08% | 0.07% | 74 | +191,433 | 24.35% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 972,590 | 37,366 | 0.0% | 0.0% | 75 | +253,582 | 35.27% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 960,370 | 36,897 | 0.27% | — | 76 | +960,370 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 951,784 | 36,558 | 0.04% | 0.05% | 77 | +23,793 | 2.56% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 892,298 | 34,282 | 0.42% | 0.49% | 78 | -3,638 | -0.41% | Q1 2026 | May 07, 2026 |
| Cavalier Investments, LLC | History | Added to | 866,190 | 33,279 | 0.9% | 0.74% | 79 | +578,000 | 200.56% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 793,343 | 30,480 | 0.33% | 0.54% | 80 | -3,520 | -0.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 775,848 | 29,808 | 0.08% | 0.1% | 81 | +50,704 | 6.99% | Q1 2026 | Apr 30, 2026 |
| Rising Stella Capital Pte. Ltd | History | Added to | 775,735 | 29,803 | 13.95% | 9.1% | 82 | +386,590 | 99.34% | Q1 2026 | Apr 27, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 750,000 | 28,815 | 0.61% | 0.42% | 83 | +379,200 | 102.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 747,671 | 28,725 | 0.0% | 0.0% | 84 | +199,057 | 36.28% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 741,179 | 28,476 | 0.01% | 0.01% | 85 | +211,128 | 39.83% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 797,729 | 28,470 | 0.04% | 0.04% | 86 | +92,338 | 13.09% | Q1 2026 | May 15, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 711,376 | 27,331 | 10.52% | 10.01% | 87 | +183,624 | 34.79% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 694,028 | 26,664 | 0.33% | 0.35% | 88 | +149,869 | 27.54% | Q1 2026 | May 11, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 670,200 | 25,749 | 3.84% | 4.16% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WINTON GROUP Ltd | History | Reduced | 661,277 | 25,406 | 0.89% | 2.75% | 90 | -942,376 | -58.76% | Q1 2026 | May 12, 2026 |
| Garda Capital Partners LP | History | New | 661,085 | 25,398 | 6.6% | — | 91 | +661,085 | New | Q1 2026 | May 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 658,879 | 25,314 | 3.47% | 4.36% | 92 | +64,518 | 10.86% | Q1 2026 | Apr 24, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 657,759 | 25,271 | 0.37% | 1.22% | 93 | -966,319 | -59.5% | Q1 2026 | May 15, 2026 |
| Verde Servicos Internacionais S.A. | History | Reduced | 655,774 | 25,195 | 7.72% | 21.13% | 94 | -671,392 | -50.59% | Q1 2026 | Apr 17, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Added to | 643,725 | 24,731 | 1.28% | 0.02% | 95 | +636,900 | 9331.87% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 630,889 | 24,238 | 0.07% | 0.07% | 96 | +45,771 | 7.82% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 630,574 | 24,226 | 1.97% | 1.17% | 97 | +322,757 | 104.85% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 621,117 | 23,863 | 0.03% | 0.04% | 98 | -69,091 | -10.01% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 620,000 | 23,820 | 0.33% | 6.94% | 99 | -4,667,959 | -88.28% | Q1 2026 | May 13, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 617,047 | 23,706 | 2.07% | 0.26% | 100 | +586,744 | 1936.26% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 616,819 | 23,698 | 0.03% | 0.04% | 101 | +2,519 | 0.41% | Q1 2026 | Apr 27, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Reduced | 592,761 | 22,773 | 3.39% | 4.41% | 102 | -28,043 | -4.52% | Q1 2026 | May 07, 2026 |
| Parkwood LLC | History | Added to | 589,000 | 22,629 | 2.01% | 1.51% | 103 | +195,000 | 49.49% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Added to | 586,760 | 22,543 | 0.3% | 0.08% | 104 | +502,251 | 594.32% | Q1 2026 | May 15, 2026 |
| PPSC Investment Service Corp | History | Added to | 566,000 | 21,745 | 1.72% | 1.75% | 105 | +94,000 | 19.92% | Q1 2026 | Apr 23, 2026 |
| Oxler Private Wealth LLC | History | Added to | 555,190 | 21,330 | 6.68% | 7.96% | 106 | +1,736 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Symmetry Investments LP | History | Reduced | 550,000 | 21,131 | 2.31% | 8.53% | 107 | -1,432,097 | -72.25% | Q1 2026 | May 15, 2026 |
| Marcho Partners LLP | History | Added to | 534,900 | 20,550 | 16.6% | 11.74% | 108 | +145,350 | 37.31% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 514,207 | 19,755 | 0.01% | 0.02% | 109 | +62,618 | 13.87% | Q1 2026 | May 12, 2026 |
| Two Seas Capital LP | History | Reduced | 500,000 | 19,210 | 0.27% | 1.25% | 110 | -718,000 | -58.95% | Q1 2026 | May 15, 2026 |
| Ardmore Road Asset Management LP | History | Added to | 500,000 | 19,210 | 1.26% | 1.05% | 111 | +220,781 | 79.07% | Q1 2026 | May 15, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 480,990 | 18,479 | 1.42% | — | 112 | +480,990 | New | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 453,090 | 17,407 | 1.83% | 2.34% | 113 | -500 | -0.11% | Q1 2026 | May 07, 2026 |
| Encompass More Asset Management | History | Added to | 429,578 | 16,504 | 2.77% | 3.55% | 114 | +41,603 | 10.72% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | Added to | 407,581 | 16,036 | 0.35% | 0.46% | 115 | +11,826 | 2.99% | Q1 2026 | May 07, 2026 |
| GM Advisory Group, LLC | History | Added to | 417,001 | 16,021 | 0.62% | 0.8% | 116 | +4,036 | 0.98% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 413,653 | 15,892 | 0.02% | 0.03% | 117 | +28,109 | 7.29% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 404,067 | 15,524 | 0.04% | 0.05% | 118 | +1,784 | 0.44% | Q1 2026 | May 14, 2026 |
| SCOGGIN MANAGEMENT LP | History | Added to | 400,000 | 15,368 | 1.48% | 2.28% | 119 | +100,000 | 33.33% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 399,855 | 15,361 | 0.03% | 0.03% | 120 | +65,182 | 19.48% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 391,483 | 15,040 | 0.08% | 0.17% | 121 | -232,973 | -37.31% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 384,829 | 14,785 | 0.11% | 0.13% | 122 | +41,464 | 12.08% | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | Added to | 384,264 | 14,763 | 1.24% | 0.58% | 123 | +226,309 | 143.27% | Q1 2026 | May 11, 2026 |
| Strong Tower Advisory Services | History | Added to | 379,872 | 14,594 | 2.75% | 3.16% | 124 | +24,142 | 6.79% | Q1 2026 | Apr 16, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 376,679 | 14,472 | 1.5% | 4.22% | 125 | -497,948 | -56.93% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 373,885 | 14,364 | 0.61% | 0.8% | 126 | +632 | 0.17% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 371,815 | 14,285 | 0.01% | 0.01% | 127 | +111,166 | 42.65% | Q1 2026 | May 07, 2026 |
| Longitude (Cayman) Ltd. | History | Added to | 366,000 | 14,061 | 5.75% | 7.16% | 128 | +32,000 | 9.58% | Q1 2026 | May 04, 2026 |
| Spear Holdings RSC Ltd | History | Reduced | 365,608 | 14,046 | 1.4% | 4.03% | 130 | -94,992 | -20.62% | Q1 2026 | May 14, 2026 |
| PBCay One RSC Ltd | History | Reduced | 365,609 | 14,046 | 1.04% | 4.03% | 129 | -94,991 | -20.62% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 361,196 | 13,877 | 0.06% | 0.08% | 131 | -27,852 | -7.16% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 359,302 | 13,804 | 0.24% | 0.32% | 132 | +11,600 | 3.34% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 350,390 | 13,467 | 0.01% | 0.01% | 133 | +122,321 | 53.63% | Q1 2026 | May 18, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 350,149 | 13,452 | 0.02% | 0.03% | 134 | -49,345 | -12.35% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 350,000 | 13,447 | 0.01% | 0.02% | 135 | +50,000 | 16.67% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 349,548 | 13,429 | 0.23% | 0.18% | 136 | +130,463 | 59.55% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 337,257 | 13,347 | 0.01% | 0.02% | 137 | -353,156 | -51.15% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 345,318 | 13,267 | 0.21% | 0.36% | 138 | -76,846 | -18.2% | Q1 2026 | May 04, 2026 |
| All-Stars Investment Ltd | History | No change | 341,000 | 13,101 | 6.36% | 6.33% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 340,000 | 13,062 | 0.02% | — | 140 | +340,000 | New | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 302,840 | 12,888 | 0.78% | 1.04% | 141 | -18,472 | -5.75% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 258,804 | 12,849 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | Added to | 332,302 | 12,767 | 0.44% | 0.61% | 143 | +5,149 | 1.57% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 332,000 | 12,755 | 0.01% | 0.16% | 144 | -3,115,749 | -90.37% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 327,608 | 12,586 | 0.1% | 0.06% | 145 | +222,722 | 212.35% | Q1 2026 | May 15, 2026 |
| Lalia Capital, LLC | History | No change | 327,400 | 12,578 | 7.95% | 12.73% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aequim Alternative Investments LP | History | No change | 325,000 | 12,486 | 0.24% | 0.32% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 314,596 | 12,087 | 0.01% | 0.0% | 148 | +304,582 | 3041.56% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 307,657 | 11,820 | 0.04% | 0.06% | 149 | +37,092 | 13.71% | Q1 2026 | Apr 30, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 306,850 | 11,789 | 2.58% | 2.89% | 150 | +69,640 | 29.36% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 306,258 | 11,766 | 0.04% | 0.06% | 151 | -40,914 | -11.78% | Q1 2026 | May 13, 2026 |
| Waratah Capital Advisors Ltd. | History | Added to | 300,000 | 11,526 | 0.44% | 0.14% | 152 | +214,900 | 252.53% | Q1 2026 | May 11, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Reduced | 296,510 | 11,391 | 0.72% | 1.31% | 153 | -102,000 | -25.6% | Q1 2026 | May 15, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 364,800 | 10,978 | 9.16% | 17.55% | 154 | -14,200 | -3.75% | Q1 2026 | Apr 13, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 279,119 | 10,723 | 4.52% | 4.24% | 155 | +108,135 | 63.24% | Q1 2026 | Apr 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 276,835 | 10,659 | 3.22% | 4.04% | 156 | +3,970 | 1.45% | Q1 2026 | Apr 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 273,628 | 10,512 | 0.01% | 0.01% | 157 | +76,528 | 38.83% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 211,113 | 10,481 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kamunting Street Capital Management, L.P. | History | Added to | 270,181 | 10,380 | 5.67% | 6.61% | 159 | +75,000 | 38.43% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 268,401 | 10,311 | 2.89% | 3.57% | 160 | -28,077 | -9.47% | Q1 2026 | Apr 22, 2026 |
| Aristides Capital LLC | History | Reduced | 263,186 | 10,111 | 2.19% | 2.82% | 161 | -57,527 | -17.94% | Q1 2026 | May 14, 2026 |
| Verde Capital Management | History | Added to | 262,459 | 10,083 | 2.16% | 2.1% | 162 | +64,356 | 32.49% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 261,236 | 10,036 | 0.71% | 0.82% | 163 | +31,033 | 13.48% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 259,787 | 9,980 | 0.27% | 0.31% | 164 | +67,584 | 35.16% | Q1 2026 | May 11, 2026 |
| Militia Capital Management LLC | History | New | 254,938 | 9,794 | 2.21% | — | 165 | +254,938 | New | Q1 2026 | May 13, 2026 |
| Massar Capital Management, LP | History | Added to | 250,000 | 9,605 | 1.03% | 0.28% | 166 | +197,304 | 374.42% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 223,516 | 9,416 | 1.28% | — | 167 | +223,516 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 243,117 | 9,340 | 0.02% | 0.02% | 168 | +135,770 | 126.48% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 241,543 | 9,280 | 0.04% | 0.35% | 169 | -1,260,335 | -83.92% | Q1 2026 | Apr 24, 2026 |
| Sara-Bay Financial | History | Reduced | 240,935 | 9,256 | 2.78% | 3.69% | 170 | -6,961 | -2.81% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 238,867 | 9,177 | 0.02% | 0.02% | 171 | +4,222 | 1.8% | Q1 2026 | May 06, 2026 |
| KADENSA CAPITAL Ltd | History | Added to | 236,048 | 9,068 | 1.26% | 1.13% | 172 | +16,449 | 7.49% | Q1 2026 | May 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 235,487 | 9,047 | 2.51% | 2.1% | 173 | +83,454 | 54.89% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 181,242 | 8,998 | 0.06% | 0.07% | 174 | -11,538 | -5.99% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 235,301 | 8,934 | 0.02% | 0.03% | 175 | -386,854 | -62.18% | Q1 2026 | Apr 08, 2026 |
| Humankind Investments LLC | History | New | 232,000 | 8,913 | 5.09% | — | 176 | +232,000 | New | Q1 2026 | May 15, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 231,515 | 8,894 | 0.24% | 0.1% | 177 | +140,615 | 154.69% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | New | 230,736 | 8,864 | 0.0% | — | 178 | +230,736 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 230,488 | 8,855 | 0.02% | 0.02% | 179 | +113,615 | 97.21% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 229,888 | 8,832 | 0.01% | 0.01% | 180 | -293,347 | -56.06% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Added to | 227,883 | 8,755 | 0.12% | 0.03% | 181 | +186,376 | 449.02% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 222,987 | 8,567 | 0.06% | 0.17% | 182 | -445,894 | -66.66% | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 219,429 | 8,425 | 0.14% | 0.12% | 183 | +75,914 | 52.9% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 219,165 | 8,420 | 0.01% | — | 184 | +219,165 | New | Q1 2026 | May 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 216,802 | 8,397 | 2.33% | 2.61% | 185 | +24,585 | 12.79% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | New | 214,370 | 8,236 | 0.01% | — | 186 | +214,370 | New | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 213,456 | 8,201 | 0.93% | — | 187 | +213,456 | New | Q1 2026 | Apr 16, 2026 |
| Brown University | History | No change | 212,500 | 8,164 | 8.02% | 7.4% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 212,076 | 8,147 | 0.04% | 0.09% | 189 | -384,203 | -64.43% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 211,052 | 8,108 | 0.1% | 0.3% | 190 | -332,370 | -61.16% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 200,239 | 8,025 | 0.23% | 0.06% | 191 | +156,920 | 362.24% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 207,803 | 7,983 | 0.1% | 0.19% | 192 | -56,777 | -21.46% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 207,127 | 7,957 | 0.09% | 0.01% | 193 | +200,442 | 2998.38% | Q1 2026 | May 12, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 205,682 | 7,902 | 0.16% | 0.83% | 194 | -1,105,038 | -84.31% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 204,612 | 7,861 | 1.01% | 1.07% | 195 | +38,321 | 23.04% | Q1 2026 | May 04, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 203,500 | 7,818 | 3.39% | 4.7% | 196 | -2,650 | -1.29% | Q1 2026 | Apr 14, 2026 |
| Trustees of Dartmouth College | History | No change | 201,531 | 7,742 | 3.08% | 2.54% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 196,919 | 7,565 | 0.16% | 0.2% | 198 | +10,490 | 5.63% | Q1 2026 | May 01, 2026 |
| Addison Capital Co | History | Reduced | 196,402 | 7,545 | 1.34% | 2.64% | 199 | -16,325 | -7.67% | Q1 2026 | Apr 29, 2026 |
| Main Street Research LLC | History | Added to | 196,085 | 7,533 | 0.44% | 0.51% | 200 | +16,545 | 9.22% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 193,026 | 7,416 | 0.0% | 0.01% | 201 | -9,894 | -4.88% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191,783 | 7,410 | 0.07% | 0.1% | 202 | +6,612 | 3.57% | Q1 2026 | Apr 07, 2026 |
| SIG BROKERAGE, LP | History | Added to | 191,422 | 7,354 | 0.19% | 0.13% | 203 | +108,900 | 131.96% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 186,954 | 7,182 | 0.05% | 0.03% | 204 | +112,938 | 152.59% | Q1 2026 | Apr 15, 2026 |
| Trek Financial, LLC | History | Reduced | 185,953 | 7,144 | 0.38% | 0.55% | 205 | -4,012 | -2.11% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 185,416 | 7,123 | 0.1% | 0.11% | 206 | +30,595 | 19.76% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 183,508 | 7,050 | 0.08% | — | 207 | +183,508 | New | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 183,073 | 7,033 | 0.11% | 0.13% | 208 | -4,140 | -2.21% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 182,522 | 7,012 | 0.04% | 0.03% | 209 | +63,800 | 53.74% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 160,753 | 6,963 | 0.55% | 1.47% | 210 | -159,806 | -49.85% | Q1 2026 | May 01, 2026 |
| TLT Family Holdco ULC | History | No change | 180,000 | 6,915 | 0.95% | 0.98% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 148,983 | 6,823 | 0.18% | 0.24% | 212 | +37,063 | 33.12% | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 173,210 | 6,654 | 0.7% | 0.96% | 213 | -35,741 | -17.1% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | New | 171,618 | 6,593 | 0.0% | — | 214 | +171,618 | New | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 171,551 | 6,590 | 0.5% | 0.47% | 215 | +54,234 | 46.23% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 169,117 | 6,497 | 0.09% | 0.1% | 216 | +23,208 | 15.91% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 168,943 | 6,490 | 0.62% | 0.84% | 217 | -8,140 | -4.6% | Q1 2026 | Apr 13, 2026 |
| IvyRock Asset Management (HK) Ltd | History | Reduced | 166,400 | 6,393 | 3.59% | 6.52% | 218 | -82,500 | -33.15% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 165,570 | 6,361 | 0.65% | 0.74% | 219 | +16,884 | 11.36% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Added to | 162,313 | 6,236 | 1.72% | 1.54% | 220 | +44,797 | 38.12% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 162,202 | 6,231 | 0.14% | 0.19% | 221 | +6,141 | 3.93% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 154,381 | 5,931 | 0.19% | 0.19% | 222 | -68,592 | -30.76% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Reduced | 153,975 | 5,915 | 0.07% | 0.09% | 223 | -1,733 | -1.11% | Q1 2026 | Apr 16, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 151,374 | 5,815 | 3.43% | 3.42% | 224 | +38,466 | 34.07% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 151,252 | 5,811 | 0.28% | 0.33% | 225 | +12,489 | 9.0% | Q1 2026 | Apr 28, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 151,202 | 5,809 | 1.06% | 1.24% | 226 | -6,014 | -3.83% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 150,831 | 5,794 | 0.09% | 0.09% | 227 | +28,579 | 23.38% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 150,000 | 5,763 | 0.17% | 0.08% | 228 | +90,000 | 150.0% | Q1 2026 | May 15, 2026 |
| SkyBridge Capital II, LLC | History | Reduced | 149,916 | 5,759 | 43.85% | 61.6% | 229 | -59,683 | -28.47% | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 147,218 | 5,656 | 0.03% | 0.02% | 230 | +57,947 | 64.91% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 147,080 | 5,650 | 0.39% | 0.61% | 231 | -6,737 | -4.38% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 146,714 | 5,636 | 1.15% | 1.32% | 232 | +11,501 | 8.51% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 146,349 | 5,622 | 0.03% | 0.07% | 233 | -48,215 | -24.78% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 146,269 | 5,619 | 0.04% | 0.03% | 234 | +75,791 | 107.54% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 145,728 | 5,598 | 2.69% | 2.95% | 235 | +8,754 | 6.39% | Q1 2026 | May 11, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 144,892 | 5,566 | 4.12% | 6.36% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Yarbrough Capital, LLC | History | Reduced | 142,284 | 5,466 | 0.19% | 0.93% | 237 | -458,541 | -76.32% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 142,193 | 5,463 | 0.04% | 0.05% | 238 | +17,091 | 13.66% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | Added to | 139,100 | 5,344 | 0.96% | 1.14% | 239 | +12,494 | 9.87% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 138,428 | 5,318 | 1.17% | 1.01% | 240 | +42,293 | 43.99% | Q1 2026 | Apr 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 144,182 | 5,220 | 0.46% | — | 241 | +144,182 | New | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | New | 134,666 | 5,173 | 0.05% | — | 242 | +134,666 | New | Q1 2026 | May 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 133,822 | 5,141 | 0.36% | 0.61% | 243 | -18,500 | -12.15% | Q1 2026 | May 14, 2026 |
| Maytree Asset Management Ltd | History | Added to | 133,689 | 5,136 | 3.63% | 4.4% | 244 | +14,194 | 11.88% | Q1 2026 | May 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 133,140 | 5,115 | 2.25% | 3.1% | 245 | -2,769 | -2.04% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 132,895 | 5,105 | 2.24% | 2.21% | 246 | +34,972 | 35.71% | Q1 2026 | Apr 27, 2026 |
| Sepio Capital, LP | History | Added to | 132,508 | 5,090 | 0.28% | 0.24% | 247 | +44,898 | 51.25% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 131,997 | 5,071 | 0.16% | 0.16% | 248 | +30,374 | 29.89% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 131,790 | 5,063 | 0.09% | 0.11% | 249 | +10,979 | 9.09% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 131,777 | 5,062 | 0.95% | 1.13% | 250 | +12,150 | 10.16% | Q1 2026 | Apr 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 129,810 | 4,987 | 0.09% | 0.11% | 251 | +5,912 | 4.77% | Q1 2026 | Apr 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 127,212 | 4,887 | 0.0% | 0.01% | 252 | -14,585 | -10.29% | Q1 2026 | May 13, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 126,068 | 4,843 | 1.18% | 0.62% | 253 | +75,452 | 149.07% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 125,551 | 4,823 | 0.03% | 0.03% | 254 | +6,020 | 5.04% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 125,229 | 4,811 | 0.15% | 0.16% | 255 | +17,502 | 16.25% | Q1 2026 | May 14, 2026 |
| Bellecapital International Ltd. | History | Added to | 124,241 | 4,773 | 0.86% | 0.8% | 256 | +33,752 | 37.3% | Q1 2026 | May 12, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 124,000 | 4,764 | 0.25% | 0.19% | 257 | +34,400 | 38.39% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 123,251 | 4,735 | 0.08% | 0.12% | 258 | +477 | 0.39% | Q1 2026 | May 18, 2026 |
| Financial Enhancement Group LLC | History | Added to | 107,387 | 4,718 | 0.58% | 0.53% | 259 | +28,415 | 35.98% | Q1 2026 | Apr 20, 2026 |
| New Capital Management LP | History | Added to | 121,723 | 4,676 | 1.15% | 1.22% | 260 | +23,991 | 24.55% | Q1 2026 | Apr 14, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 121,192 | 4,656 | 1.17% | 0.55% | 261 | +92,294 | 319.38% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 120,317 | 4,622 | 0.13% | 0.16% | 262 | +602 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Concentrum Wealth Management | History | Reduced | 119,971 | 4,609 | 1.36% | 1.76% | 263 | -7,304 | -5.74% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 119,498 | 4,591 | 0.01% | 0.01% | 264 | +25,904 | 27.68% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 118,593 | 4,556 | 0.04% | 0.04% | 265 | +53,176 | 81.29% | Q1 2026 | May 06, 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | History | New | 118,200 | 4,541 | 2.95% | — | 266 | +118,200 | New | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Added to | 118,178 | 4,538 | 0.1% | 0.09% | 267 | +19,757 | 20.07% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 117,940 | 4,531 | 0.29% | 0.78% | 268 | -123,988 | -51.25% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Added to | 117,270 | 4,505 | 0.84% | 0.8% | 269 | +31,917 | 37.39% | Q1 2026 | May 14, 2026 |
| Cercano Management LLC | History | No change | 117,140 | 4,500 | 0.19% | 0.22% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 116,462 | 4,474 | 0.09% | 0.11% | 271 | +10,019 | 9.41% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | Added to | 115,137 | 4,423 | 0.53% | 0.69% | 272 | +5,656 | 5.17% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 115,114 | 4,422 | 6.05% | 6.92% | 273 | -10,109 | -8.07% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 88,717 | 4,404 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Secure Asset Management, LLC | History | Added to | 114,338 | 4,392 | 0.7% | 0.56% | 275 | +42,553 | 59.28% | Q1 2026 | Apr 09, 2026 |
| Clear Point Advisors Inc. | History | New | 60,648 | 4,350 | 3.37% | — | 276 | +60,648 | New | Q1 2026 | Apr 28, 2026 |
| Rakuten Group, Inc. | History | No change | 109,918 | 4,223 | 0.16% | 0.24% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 108,360 | 4,163 | 0.05% | 0.06% | 278 | +16,453 | 17.9% | Q1 2026 | Apr 20, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 108,091 | 4,152 | 1.94% | 2.5% | 279 | +86 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 107,414 | 4,126 | 0.25% | 0.45% | 280 | -47,452 | -30.64% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 106,727 | 4,100 | 0.0% | 0.0% | 281 | +16,663 | 18.5% | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | Reduced | 105,000 | 4,034 | 0.24% | 0.69% | 282 | -356,000 | -77.22% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 104,811 | 4,026 | 0.19% | 0.25% | 283 | -7,423 | -6.61% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 104,633 | 4,020 | 0.25% | 0.22% | 284 | +13,158 | 14.38% | Q1 2026 | Apr 28, 2026 |
| Vienna Asset Management LLC | History | Reduced | 104,199 | 4,003 | 3.11% | 3.8% | 285 | -30,850 | -22.84% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 103,661 | 3,982 | 0.01% | 0.01% | 286 | +15,104 | 17.06% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 103,045 | 3,958 | 0.21% | 0.82% | 287 | -132,909 | -56.33% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 102,650 | 3,943 | 0.22% | 0.15% | 288 | +49,455 | 92.97% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 102,598 | 3,941 | 0.17% | 0.27% | 289 | -17,028 | -14.23% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 78,832 | 3,914 | 1.18% | 1.18% | 290 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 103,412 | 3,824 | 0.02% | 0.02% | 291 | -37,139 | -26.42% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 99,162 | 3,809 | 0.08% | 0.1% | 292 | -3,772 | -3.66% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 97,881 | 3,760 | 0.02% | 0.02% | 293 | +21,567 | 28.26% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 97,695 | 3,753 | 0.02% | 0.02% | 294 | +2,268 | 2.38% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 97,116 | 3,731 | 0.04% | 0.01% | 295 | +80,490 | 484.12% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 97,118 | 3,731 | 2.52% | 2.48% | 296 | +21,489 | 28.41% | Q1 2026 | May 04, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 96,738 | 3,716 | 1.68% | 1.47% | 297 | +11,043 | 12.89% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 96,316 | 3,700 | 0.04% | 0.05% | 298 | +7,402 | 8.32% | Q1 2026 | Apr 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 96,266 | 3,698 | 0.41% | 1.13% | 299 | -117,995 | -55.07% | Q1 2026 | Apr 28, 2026 |
| Allie Family Office LLC | History | Added to | 96,132 | 3,693 | 1.62% | 0.32% | 300 | +82,227 | 591.35% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Added to | 53,056 | 3,615 | 0.46% | 0.27% | 301 | +6,642 | 14.31% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 93,868 | 3,608 | 0.02% | 0.03% | 302 | +4,184 | 4.67% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 93,534 | 3,593 | 0.07% | 0.12% | 303 | -10,439 | -10.04% | Q1 2026 | Apr 13, 2026 |
| X-Square Capital, LLC | History | Reduced | 92,495 | 3,554 | 1.2% | 1.51% | 304 | -150 | -0.16% | Q1 2026 | May 15, 2026 |
| Bosman Wealth Management, LLC | History | Added to | 91,154 | 3,502 | 3.08% | 3.52% | 305 | +4,817 | 5.58% | Q1 2026 | May 01, 2026 |
| Centurion Wealth Management LLC | History | Added to | 91,036 | 3,497 | 0.79% | 0.9% | 306 | +7,902 | 9.51% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 90,446 | 3,474 | 0.03% | — | 307 | +90,446 | New | Q1 2026 | May 01, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 90,108 | 3,461 | 0.7% | 4.56% | 308 | -412,305 | -82.06% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 89,645 | 3,444 | 0.04% | 0.04% | 309 | +9,522 | 11.88% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 89,489 | 3,438 | 0.07% | 0.08% | 310 | +10,116 | 12.74% | Q1 2026 | Apr 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 88,753 | 3,409 | 0.12% | 0.18% | 311 | -9,593 | -9.75% | Q1 2026 | Apr 20, 2026 |
| Rathbones Group PLC | History | No change | 88,399 | 3,396 | 0.01% | 0.02% | 312 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 88,344 | 3,394 | 0.05% | 0.1% | 313 | -33,705 | -27.62% | Q1 2026 | Apr 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 88,132 | 3,386 | 0.64% | 0.64% | 314 | +21,929 | 33.12% | Q1 2026 | May 07, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 88,091 | 3,384 | 0.25% | 0.22% | 315 | +26,384 | 42.76% | Q1 2026 | Apr 15, 2026 |
| NKCFO LLC | History | Added to | 87,500 | 3,362 | 1.0% | 0.88% | 316 | +26,500 | 43.44% | Q1 2026 | May 11, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 87,401 | 3,357 | 1.15% | 1.41% | 317 | +16,342 | 23.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 87,330 | 3,355 | 0.08% | 0.09% | 318 | +4,551 | 5.5% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 86,733 | 3,332 | 0.04% | 0.06% | 319 | -25,938 | -23.02% | Q1 2026 | May 05, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 86,584 | 3,326 | 0.27% | 0.24% | 320 | +27,976 | 47.73% | Q1 2026 | Apr 22, 2026 |
| Clare Market Investments LLC | History | New | 85,765 | 3,295 | 0.69% | — | 321 | +85,765 | New | Q1 2026 | Apr 29, 2026 |
| Abacus Planning Group, Inc. | History | New | 85,257 | 3,275 | 0.44% | — | 322 | +85,257 | New | Q1 2026 | Apr 07, 2026 |
| Archer Investment Management, LLC | History | Added to | 84,634 | 3,251 | 1.37% | 0.41% | 323 | +69,104 | 444.97% | Q1 2026 | Apr 08, 2026 |
| Alpha Zero LLC | History | Added to | 84,035 | 3,228 | 1.63% | 1.59% | 324 | +25,576 | 43.75% | Q1 2026 | May 07, 2026 |
| Sageworth Trust Co | History | Added to | 83,412 | 3,204 | 0.14% | 0.16% | 325 | +10,165 | 13.88% | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 83,316 | 3,200 | 0.04% | 0.03% | 326 | +25,932 | 45.19% | Q1 2026 | Apr 29, 2026 |
| BRIDGER MANAGEMENT, LLC | History | No change | 83,119 | 3,193 | 2.5% | 2.65% | 327 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 82,732 | 3,178 | 0.1% | 0.11% | 328 | +20,207 | 32.32% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 82,263 | 3,160 | 0.22% | 0.26% | 329 | +10,335 | 14.37% | Q1 2026 | May 12, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 82,175 | 3,157 | 3.15% | 3.05% | 330 | -14,818 | -15.28% | Q1 2026 | May 06, 2026 |
| Apeiron RIA LLC | History | Added to | 81,469 | 3,130 | 0.73% | 0.61% | 331 | +15,024 | 22.61% | Q1 2026 | Apr 27, 2026 |
| Garde Capital, Inc. | History | Reduced | 81,193 | 3,119 | 0.19% | 0.46% | 332 | -75,953 | -48.33% | Q1 2026 | Apr 28, 2026 |
| WIT, LLC | History | No change | 80,970 | 3,110 | 0.06% | 0.08% | 333 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 80,915 | 3,109 | 0.13% | 0.67% | 334 | -268,363 | -76.83% | Q1 2026 | May 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 80,071 | 3,076 | 0.87% | 1.28% | 335 | -7,690 | -8.76% | Q1 2026 | Apr 16, 2026 |
| Jain Global LLC | History | Reduced | 80,000 | 3,073 | 0.01% | 0.26% | 336 | -1,002,744 | -92.61% | Q1 2026 | May 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 79,783 | 3,065 | 1.18% | 1.53% | 337 | +4,381 | 5.81% | Q1 2026 | May 11, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 79,661 | 3,060 | 0.32% | 0.42% | 338 | -2,090 | -2.56% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 79,442 | 3,052 | 0.09% | 0.11% | 339 | +6,709 | 9.22% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 79,155 | 3,041 | 0.02% | 0.03% | 340 | +3,804 | 5.05% | Q1 2026 | Apr 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 79,005 | 3,035 | 0.24% | 0.35% | 341 | -11,057 | -12.28% | Q1 2026 | May 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 78,034 | 2,998 | 0.77% | 0.86% | 342 | +11,959 | 18.1% | Q1 2026 | Apr 09, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 77,539 | 2,979 | 1.34% | 2.21% | 343 | -21,793 | -21.94% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 77,450 | 2,975 | 0.09% | 0.08% | 344 | +18,594 | 31.59% | Q1 2026 | Apr 29, 2026 |
| Lauer Wealth, LLC | History | Added to | 432,424 | 2,969 | 2.37% | 2.22% | 345 | +201,528 | 87.28% | Q1 2026 | Apr 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 76,788 | 2,950 | 0.25% | 0.31% | 346 | -615 | -0.79% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 75,523 | 2,901 | 0.06% | 0.08% | 347 | -3,063 | -3.9% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 75,489 | 2,900 | 0.16% | 0.27% | 348 | -26,647 | -26.09% | Q1 2026 | May 12, 2026 |
| Phraction Management LLC | History | Added to | 75,200 | 2,889 | 0.6% | 0.74% | 349 | +19,600 | 35.25% | Q1 2026 | Apr 23, 2026 |
| Step Capital Management Pte. Ltd. | History | No change | 75,000 | 2,881 | 1.16% | 1.71% | 350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 74,695 | 2,869 | 0.09% | 0.13% | 351 | -2,721 | -3.51% | Q1 2026 | May 06, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 74,563 | 2,864 | 0.49% | 0.93% | 352 | -31,796 | -29.89% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 74,408 | 2,858 | 0.03% | 0.02% | 353 | +31,682 | 74.15% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 63,464 | 2,840 | 0.06% | 0.07% | 354 | +9,896 | 18.47% | Q1 2026 | May 04, 2026 |
| Manatuck Hill Partners, LLC | History | Added to | 72,800 | 2,796 | 0.76% | 0.26% | 355 | +57,800 | 385.33% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Added to | 71,946 | 2,764 | 1.12% | 1.16% | 356 | +17,218 | 31.46% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 71,902 | 2,758 | 0.0% | 0.02% | 357 | -232,332 | -76.37% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Added to | 71,681 | 2,754 | 0.11% | 0.1% | 358 | +27,056 | 60.63% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 71,483 | 2,746 | 0.54% | 0.71% | 359 | -1,658 | -2.27% | Q1 2026 | May 11, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 71,471 | 2,745 | 1.34% | 1.52% | 360 | +6,713 | 10.37% | Q1 2026 | Apr 14, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 71,374 | 2,742 | 1.38% | 1.36% | 361 | +14,948 | 26.49% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | No change | 71,288 | 2,738 | 0.04% | 0.05% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Reduced | 60,992 | 2,733 | 0.87% | 1.07% | 363 | -433 | -0.7% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 70,889 | 2,723 | 0.06% | 0.07% | 364 | -7,601 | -9.68% | Q1 2026 | May 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 70,800 | 2,720 | 1.31% | 1.72% | 365 | +2,627 | 3.85% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 70,711 | 2,716 | 0.31% | 0.42% | 366 | -3,454 | -4.66% | Q1 2026 | May 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 70,670 | 2,715 | 1.41% | 0.12% | 367 | +66,180 | 1473.94% | Q1 2026 | Apr 22, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 70,663 | 2,714 | 0.55% | 0.6% | 368 | +9,551 | 15.63% | Q1 2026 | Apr 14, 2026 |
| Convergence Financial, LLC | History | Added to | 70,506 | 2,711 | 0.29% | 0.46% | 369 | +6,929 | 10.9% | Q1 2026 | May 11, 2026 |
| Militia Capital Partners, LP | History | No change | 54,590 | 2,710 | 1.03% | 1.03% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LFG Wealth Partners, LLC | History | No change | 54,599 | 2,710 | 1.73% | 1.73% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 70,496 | 2,708 | 0.01% | — | 372 | +70,496 | New | Q1 2026 | May 13, 2026 |
| Broussard Financial Group LLC | History | Added to | 70,478 | 2,707 | 2.17% | 1.65% | 373 | +29,588 | 72.36% | Q1 2026 | Apr 29, 2026 |
| M Holdings Securities, Inc. | History | Added to | 60,916 | 2,706 | 0.18% | 0.21% | 374 | +2,361 | 4.03% | Q1 2026 | May 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 69,976 | 2,688 | 0.67% | 0.68% | 375 | +15,002 | 27.29% | Q1 2026 | Apr 28, 2026 |
| MATAURO, LLC | History | Reduced | 69,386 | 2,665 | 0.39% | 1.56% | 376 | -139,207 | -66.74% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 69,337 | 2,663 | 0.06% | 0.02% | 377 | +62,281 | 882.67% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 69,295 | 2,662 | 0.01% | 0.02% | 378 | +104 | 0.15% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,734 | 2,640 | 0.0% | 0.0% | 379 | +6,308 | 10.1% | Q1 2026 | May 14, 2026 |
| Corecam AG | History | No change | 68,550 | 2,633 | 2.24% | 3.32% | 380 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 68,384 | 2,627 | 0.02% | 0.03% | 381 | -4,465 | -6.13% | Q1 2026 | May 11, 2026 |
| Ursa Fund Management, LLC | History | Added to | 68,000 | 2,612 | 2.43% | 0.12% | 382 | +10,800 | 18.88% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 67,831 | 2,606 | 0.12% | 0.14% | 383 | +6,254 | 10.16% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 67,814 | 2,605 | 0.1% | 0.07% | 384 | +30,959 | 84.0% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Added to | 63,951 | 2,584 | 0.08% | 0.09% | 385 | +15,039 | 30.75% | Q1 2026 | Apr 09, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 67,226 | 2,582 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Reduced | 66,850 | 2,568 | 0.45% | 0.86% | 387 | -25,931 | -27.95% | Q1 2026 | Apr 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 66,726 | 2,563 | 0.3% | 0.46% | 388 | -5,592 | -7.73% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 66,125 | 2,540 | 0.01% | 0.01% | 389 | +43,164 | 187.99% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | Added to | 66,003 | 2,535 | 1.16% | 1.1% | 390 | +17,129 | 35.05% | Q1 2026 | Apr 27, 2026 |
| Bison Wealth, LLC | History | Added to | 55,621 | 2,509 | 0.24% | 0.23% | 391 | +4,875 | 9.61% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 65,191 | 2,504 | 0.14% | 0.21% | 392 | -4,081 | -5.89% | Q1 2026 | Apr 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 64,734 | 2,487 | 1.12% | 0.84% | 393 | +25,580 | 65.33% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 63,823 | 2,452 | 0.1% | 0.14% | 394 | -2,778 | -4.17% | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 56,916 | 2,397 | 1.0% | 1.58% | 395 | -35,058 | -38.12% | Q1 2026 | Apr 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 62,389 | 2,396 | 1.05% | 1.07% | 397 | +15,640 | 33.46% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Reduced | 62,366 | 2,396 | 0.0% | 0.01% | 396 | -4,610 | -6.88% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 62,222 | 2,390 | 0.03% | 0.03% | 398 | +2,194 | 3.65% | Q1 2026 | Apr 15, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 61,977 | 2,381 | 1.47% | 1.84% | 399 | -1,590 | -2.5% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 55,006 | 2,351 | 0.04% | 0.02% | 400 | +45,927 | 505.86% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 61,141 | 2,349 | 0.06% | 0.04% | 401 | +27,121 | 79.72% | Q1 2026 | Apr 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 61,112 | 2,347 | 0.51% | 0.34% | 402 | +29,739 | 94.79% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 60,852 | 2,337 | 0.45% | 0.68% | 403 | -7,019 | -10.34% | Q1 2026 | May 12, 2026 |
| Amtrust Financial Services, Inc. | History | Added to | 60,800 | 2,335 | 0.78% | 0.55% | 404 | +25,800 | 73.71% | Q1 2026 | May 15, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 60,413 | 2,321 | 1.14% | 1.01% | 405 | +19,448 | 47.47% | Q1 2026 | Apr 22, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 63,433 | 2,299 | 0.38% | 0.21% | 406 | +37,608 | 145.63% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 59,672 | 2,292 | 0.04% | 0.04% | 407 | +10,432 | 21.19% | Q1 2026 | May 07, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Added to | 59,505 | 2,286 | 0.36% | 0.29% | 408 | +29,450 | 97.99% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 59,306 | 2,278 | 0.11% | 0.56% | 409 | -168,298 | -73.94% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Added to | 59,076 | 2,269 | 0.42% | 0.16% | 410 | +41,115 | 228.91% | Q1 2026 | Apr 30, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 58,981 | 2,266 | 0.92% | 0.86% | 411 | +16,150 | 37.71% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 58,773 | 2,258 | 0.21% | 0.24% | 412 | +8,938 | 17.94% | Q1 2026 | May 04, 2026 |
| KM Capital Management Ltd. | History | Added to | 50,003 | 2,256 | 1.52% | 1.14% | 413 | +5,168 | 11.53% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 58,403 | 2,243 | 0.17% | 0.19% | 414 | +7,500 | 14.73% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 58,229 | 2,237 | 0.06% | 0.04% | 415 | +31,883 | 121.02% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 58,118 | 2,232 | 0.07% | 0.04% | 416 | +30,840 | 113.06% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 57,861 | 2,223 | 0.01% | 0.01% | 417 | +19,045 | 49.06% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 57,640 | 2,214 | 0.07% | 0.06% | 418 | +18,990 | 49.13% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 57,559 | 2,211 | 0.11% | 0.22% | 419 | -38,056 | -39.8% | Q1 2026 | May 18, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 44,545 | 2,211 | 0.1% | 0.1% | 420 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 57,281 | 2,201 | 0.06% | 0.06% | 421 | +13,168 | 29.85% | Q1 2026 | Apr 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Added to | 57,216 | 2,200 | 0.18% | 0.19% | 422 | +600 | 1.06% | Q1 2026 | May 19, 2026 |
| Curi Capital, LLC | History | Added to | 56,858 | 2,184 | 0.04% | 0.05% | 423 | +3,827 | 7.22% | Q1 2026 | May 15, 2026 |
| Baring Financial LLC | History | Reduced | 56,616 | 2,175 | 1.33% | 1.78% | 424 | -2,210 | -3.76% | Q1 2026 | Apr 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 56,132 | 2,156 | 0.03% | 0.04% | 425 | +830 | 1.5% | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | Added to | 56,007 | 2,151 | 0.1% | 0.06% | 426 | +29,897 | 114.5% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 55,980 | 2,150 | 0.01% | 0.01% | 427 | +35,512 | 173.5% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 55,318 | 2,125 | 0.39% | 0.24% | 428 | +29,854 | 117.24% | Q1 2026 | Apr 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 55,112 | 2,117 | 1.14% | 1.46% | 429 | +939 | 1.73% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 55,084 | 2,116 | 0.02% | 0.03% | 430 | -1,233 | -2.19% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 54,636 | 2,099 | 0.11% | 0.12% | 431 | +28,224 | 106.86% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Added to | 54,287 | 2,085 | 0.28% | 0.2% | 432 | +22,177 | 69.07% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 54,242 | 2,083 | 0.01% | 0.01% | 433 | +5,000 | 10.15% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 52,880 | 2,031 | 0.7% | 0.59% | 434 | +18,356 | 53.17% | Q1 2026 | Apr 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 52,583 | 2,020 | 0.96% | 1.52% | 435 | -17,892 | -25.39% | Q1 2026 | Apr 28, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 52,434 | 2,014 | 0.84% | 1.05% | 436 | -312 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Rye Brook Capital LLC | History | Added to | 52,110 | 2,002 | 1.85% | 2.07% | 437 | +7,410 | 16.58% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 52,035 | 2,000 | 0.01% | 0.01% | 438 | +9,478 | 22.27% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 51,784 | 1,989 | 0.06% | 0.1% | 439 | -2,778 | -5.09% | Q1 2026 | May 07, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 50,857 | 1,953 | 0.52% | 0.68% | 440 | +229 | 0.45% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 50,315 | 1,933 | 0.15% | 0.06% | 441 | +33,773 | 204.17% | Q1 2026 | Apr 23, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 50,278 | 1,931 | 0.39% | 1.01% | 442 | -7,537 | -13.04% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 50,237 | 1,930 | 0.07% | 0.05% | 443 | +1,782 | 3.68% | Q1 2026 | Apr 23, 2026 |
| Graetz Wealth LLC | History | New | 50,130 | 1,925 | 1.72% | — | 444 | +50,130 | New | Q1 2026 | Apr 30, 2026 |
| SOFI WEALTH, LLC | History | Added to | 50,060 | 1,923 | 0.09% | 0.07% | 445 | +20,574 | 69.78% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 1,992,600 | 1,918 | 0.03% | 0.24% | 446 | -261,534 | -11.6% | Q1 2026 | May 15, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 49,884 | 1,916 | 0.8% | 0.85% | 447 | +8,453 | 20.4% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 49,660 | 1,907 | 0.07% | 0.12% | 448 | +27,361 | 122.7% | Q1 2026 | May 15, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 49,261 | 1,892 | 0.56% | 1.96% | 449 | -84,152 | -63.08% | Q1 2026 | Apr 02, 2026 |
| Destiny Capital Corp/CO | History | Added to | 49,137 | 1,887 | 1.01% | 0.23% | 450 | +40,219 | 450.99% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 48,772 | 1,873 | 0.1% | 0.13% | 451 | -424 | -0.86% | Q1 2026 | May 07, 2026 |
| Aljian Capital Management, LLC | History | New | 48,744 | 1,872 | 0.38% | — | 452 | +48,744 | New | Q1 2026 | Apr 29, 2026 |
| NFSG Corp | History | Reduced | 48,229 | 1,852 | 0.3% | 0.39% | 453 | -2,119 | -4.21% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 48,016 | 1,844 | 0.04% | 0.06% | 454 | -4,228 | -8.09% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Added to | 47,957 | 1,842 | 0.87% | 0.94% | 455 | +9,285 | 24.01% | Q1 2026 | Apr 30, 2026 |
| Orland Properties Ltd | History | Added to | 47,825 | 1,837 | 0.69% | 0.07% | 456 | +40,000 | 511.18% | Q1 2026 | May 06, 2026 |
| Oasis Advisors, LLC | History | Added to | 47,660 | 1,831 | 0.36% | 0.11% | 458 | +43,597 | 1073.02% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 47,668 | 1,831 | 0.03% | 0.04% | 457 | +2,929 | 6.55% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 47,473 | 1,823 | 0.01% | 0.0% | 459 | +31,222 | 192.12% | Q1 2026 | May 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 47,435 | 1,822 | 0.24% | 0.15% | 460 | +23,897 | 101.53% | Q1 2026 | May 07, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 47,394 | 1,820 | 0.79% | 0.82% | 461 | +9,217 | 24.14% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 46,973 | 1,804 | 0.03% | 0.04% | 462 | +8,162 | 21.03% | Q1 2026 | Apr 17, 2026 |
| DDD Partners, LLC | History | Added to | 46,913 | 1,802 | 0.12% | 0.13% | 463 | +6,291 | 15.49% | Q1 2026 | Apr 28, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 46,572 | 1,789 | 0.28% | — | 464 | +46,572 | New | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | Added to | 46,353 | 1,780 | 0.03% | 0.03% | 465 | +3,495 | 8.15% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 46,336 | 1,779 | 0.0% | 0.0% | 466 | -19,193 | -29.29% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Added to | 46,288 | 1,778 | 0.61% | 0.81% | 467 | +274 | 0.6% | Q1 2026 | Apr 16, 2026 |
| Saba Capital Management, L.P. | History | New | 46,200 | 1,775 | 0.05% | — | 468 | +46,200 | New | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 45,779 | 1,758 | 0.29% | 0.37% | 469 | +1,700 | 3.86% | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 45,560 | 1,750 | 0.09% | 0.56% | 470 | -182,042 | -79.98% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 45,530 | 1,749 | 0.0% | 0.01% | 471 | -6,051 | -11.73% | Q1 2026 | May 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 45,274 | 1,739 | 0.76% | 0.86% | 472 | +7,747 | 20.64% | Q1 2026 | Apr 22, 2026 |
| Forum Finance Group S.A. | History | New | 55,723 | 1,738 | 0.94% | — | 473 | +55,723 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 45,227 | 1,737 | 0.04% | 0.01% | 475 | +37,680 | 499.27% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 45,215 | 1,737 | 0.04% | 0.04% | 474 | +6,161 | 15.78% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 45,196 | 1,736 | 0.1% | 0.16% | 476 | -7,730 | -14.61% | Q1 2026 | Apr 09, 2026 |
| Shay Capital LLC | History | Reduced | 45,000 | 1,728 | 0.14% | 2.64% | 478 | -470,000 | -91.26% | Q1 2026 | May 15, 2026 |
| CALIFORNIA FIRST LEASING CORP | History | No change | 45,000 | 1,728 | 0.55% | 0.73% | 477 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 44,833 | 1,722 | 0.22% | — | 479 | +44,833 | New | Q1 2026 | Apr 13, 2026 |
| Columbus Macro, LLC | History | Added to | 44,712 | 1,717 | 0.18% | 0.18% | 480 | +11,882 | 36.19% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 44,484 | 1,709 | 0.08% | 0.09% | 481 | +3,514 | 8.58% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 44,388 | 1,705 | 0.02% | 0.04% | 482 | -15,611 | -26.02% | Q1 2026 | May 08, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 44,291 | 1,701 | 0.53% | 0.76% | 483 | -2,071 | -4.47% | Q1 2026 | May 13, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 38,713 | 1,693 | 1.18% | 1.28% | 484 | +6,265 | 19.31% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 44,060 | 1,692 | 0.4% | 0.33% | 485 | +16,437 | 59.5% | Q1 2026 | Apr 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 43,661 | 1,677 | 0.1% | 0.14% | 486 | +1,525 | 3.62% | Q1 2026 | Apr 28, 2026 |
| Platform Technology Partners | History | Added to | 43,636 | 1,676 | 0.32% | 0.33% | 487 | +11,951 | 37.72% | Q1 2026 | Apr 27, 2026 |
| Americana Partners, LLC | History | Added to | 43,238 | 1,661 | 0.04% | 0.04% | 488 | +12,216 | 39.38% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 42,844 | 1,646 | 0.05% | 0.07% | 489 | +278 | 0.65% | Q1 2026 | Apr 09, 2026 |
| MBL Wealth, LLC | History | Reduced | 42,777 | 1,643 | 0.12% | 0.17% | 490 | -384 | -0.89% | Q1 2026 | Apr 28, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 42,585 | 1,636 | 0.2% | 0.25% | 491 | +3,905 | 10.1% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | Added to | 42,387 | 1,629 | 0.25% | 0.3% | 492 | +1,524 | 3.73% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 42,369 | 1,627 | 0.12% | 0.11% | 493 | +5,190 | 13.96% | Q1 2026 | May 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 42,356 | 1,627 | 0.26% | 0.35% | 494 | -595 | -1.39% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 42,162 | 1,619 | 0.58% | 0.73% | 495 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HCR Wealth Advisors | History | Added to | 42,123 | 1,618 | 0.17% | 0.19% | 496 | +3,193 | 8.2% | Q1 2026 | Apr 21, 2026 |
| Solstein Capital, LLC | History | Added to | 41,908 | 1,610 | 0.66% | 0.62% | 497 | +10,875 | 35.04% | Q1 2026 | May 14, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 41,483 | 1,593 | 0.37% | 0.37% | 498 | +9,000 | 27.71% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 41,201 | 1,582 | 0.01% | 0.01% | 499 | -2,007 | -4.64% | Q1 2026 | May 04, 2026 |
| AKUNA SECURITIES LLC | History | Added to | 41,002 | 1,575 | 0.0% | 0.01% | 500 | +2,076 | 5.33% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 40,514 | 1,556 | 0.11% | 0.13% | 501 | +2,522 | 6.64% | Q1 2026 | May 12, 2026 |
| Andina Capital Management, LLC | History | Reduced | 40,509 | 1,556 | 1.38% | 1.24% | 502 | -805 | -1.95% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,103 | 1,540 | 0.0% | 0.0% | 503 | -76,107 | -65.49% | Q1 2026 | May 05, 2026 |
| ION Fund Management Ltd | History | No change | 40,000 | 1,536 | 0.22% | 0.23% | 504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 39,881 | 1,532 | 0.05% | 0.07% | 505 | -3,644 | -8.37% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 39,774 | 1,528 | 0.01% | 0.02% | 506 | -13,948 | -25.96% | Q1 2026 | May 13, 2026 |
| Pachira Investments Inc. | History | Added to | 39,657 | 1,523 | 0.71% | 0.91% | 507 | +2,164 | 5.77% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 39,562 | 1,519 | 0.02% | 0.0% | 508 | +32,506 | 460.69% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 30,614 | 1,519 | 0.95% | 0.95% | 509 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 33,322 | 1,508 | 0.54% | 0.6% | 510 | -6,483 | -16.29% | Q1 2026 | May 08, 2026 |
| Carlson Capital, L.P. | History | No change | 30,000 | 1,489 | 0.53% | 0.53% | 511 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TME FINANCIAL, INC. | History | Added to | 38,678 | 1,486 | 1.03% | 1.02% | 512 | +9,514 | 32.62% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 38,701 | 1,483 | 0.08% | 0.07% | 513 | +7,703 | 24.85% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | Added to | 38,500 | 1,479 | 1.2% | 1.13% | 514 | +8,288 | 27.43% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | Reduced | 38,374 | 1,474 | 0.02% | 0.11% | 515 | -191,075 | -83.28% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 38,373 | 1,474 | 0.25% | 0.19% | 516 | +16,474 | 75.23% | Q1 2026 | Apr 30, 2026 |
| Fairbanks Capital Management, Inc. | History | Reduced | 38,323 | 1,472 | 0.92% | 1.74% | 517 | -25,110 | -39.59% | Q1 2026 | May 13, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | No change | 38,322 | 1,472 | 0.03% | 0.04% | 518 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | Added to | 37,978 | 1,459 | 0.37% | 0.47% | 519 | +1,232 | 3.35% | Q1 2026 | Apr 28, 2026 |
| ARS Investment Partners, LLC | History | Added to | 37,445 | 1,438 | 0.07% | 0.11% | 520 | +1,180 | 3.25% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 37,424 | 1,437 | 0.05% | 0.07% | 521 | -1,703 | -4.35% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 37,392 | 1,436 | 0.18% | 0.14% | 522 | +14,163 | 60.97% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 37,265 | 1,431 | 0.08% | 0.1% | 523 | +739 | 2.02% | Q1 2026 | May 06, 2026 |
| CMG Global Holdings, LLC | History | Added to | 37,116 | 1,425 | 0.68% | 0.61% | 524 | +3,901 | 11.74% | Q1 2026 | May 01, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 37,002 | 1,421 | 0.95% | 1.34% | 525 | -2,862 | -7.18% | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 36,974 | 1,420 | 0.1% | 0.14% | 526 | -814 | -2.15% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 36,728 | 1,419 | 0.02% | 0.02% | 527 | +12,961 | 54.53% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 36,753 | 1,412 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 36,700 | 1,410 | 0.19% | 0.29% | 529 | -5,615 | -13.27% | Q1 2026 | Apr 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 36,199 | 1,390 | 0.46% | — | 530 | +36,199 | New | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 35,678 | 1,371 | 0.04% | 0.0% | 531 | +33,991 | 2014.88% | Q1 2026 | Apr 06, 2026 |
| Ethos Financial Group, LLC | History | Added to | 32,552 | 1,369 | 0.1% | 0.11% | 532 | +3,028 | 10.26% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 35,492 | 1,363 | 1.0% | 1.57% | 533 | -7,797 | -18.01% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 35,450 | 1,361 | 0.02% | 0.03% | 534 | -18,174 | -33.89% | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | New | 35,366 | 1,358 | 0.0% | — | 536 | +35,366 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 35,366 | 1,358 | 0.05% | 0.07% | 535 | -5,870 | -14.24% | Q1 2026 | May 04, 2026 |
| Select Asset Management & Trust | History | Added to | 35,226 | 1,353 | 0.42% | 0.09% | 537 | +29,571 | 522.92% | Q1 2026 | May 14, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 35,045 | 1,346 | 0.87% | 1.21% | 538 | -1,704 | -4.64% | Q1 2026 | Apr 23, 2026 |
| Sanchez Levi Garrett | History | New | 35,004 | 1,344 | 0.84% | — | 539 | +35,004 | New | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 34,894 | 1,340 | 1.4% | 1.44% | 540 | +6,408 | 22.5% | Q1 2026 | May 12, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 26,970 | 1,339 | 0.8% | 0.8% | 541 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| TCM Advisors, LLC | History | Added to | 34,679 | 1,332 | 0.1% | 0.1% | 542 | +8,112 | 30.53% | Q1 2026 | May 14, 2026 |
| Fonville Wealth Management LLC | History | Added to | 34,594 | 1,329 | 0.25% | 0.33% | 543 | +1,630 | 4.94% | Q1 2026 | Apr 20, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 34,553 | 1,327 | 1.01% | 1.33% | 545 | -2,042 | -5.58% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 34,539 | 1,327 | 0.09% | 0.09% | 544 | +251 | 0.73% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 34,428 | 1,322 | 0.01% | 0.01% | 546 | +1,862 | 5.72% | Q1 2026 | May 14, 2026 |
| Prospect Financial Services LLC | History | Added to | 34,403 | 1,321 | 0.81% | 0.97% | 547 | +423 | 1.24% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 34,289 | 1,317 | 0.0% | 0.01% | 548 | +3,419 | 11.08% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Added to | 34,254 | 1,316 | 0.02% | 0.01% | 549 | +18,826 | 122.02% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 34,225 | 1,314 | 0.05% | 0.09% | 550 | -20,996 | -38.02% | Q1 2026 | Apr 21, 2026 |
| Legacy Advisors, LLC | History | Added to | 34,105 | 1,310 | 0.15% | 0.13% | 551 | +8,954 | 35.6% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 34,067 | 1,308 | 0.02% | 0.02% | 552 | +11,510 | 51.03% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 33,987 | 1,305 | 0.16% | 0.21% | 553 | -1,064 | -3.04% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 33,961 | 1,304 | 0.06% | 0.11% | 555 | -13,827 | -28.93% | Q1 2026 | Apr 30, 2026 |
| NorthRock Partners, LLC | History | Added to | 33,958 | 1,304 | 0.02% | 0.02% | 554 | +6,203 | 22.35% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 33,917 | 1,303 | 0.57% | 0.43% | 556 | +11,697 | 52.64% | Q1 2026 | May 01, 2026 |
| Independent Family Office, LLC | History | Added to | 33,850 | 1,300 | 0.53% | 0.7% | 557 | +1,000 | 3.04% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 33,781 | 1,297 | 0.27% | — | 558 | +33,781 | New | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 33,750 | 1,296 | 0.54% | 1.0% | 559 | -12,249 | -26.63% | Q1 2026 | May 06, 2026 |
| Objective Capital Management, LLC | History | Added to | 33,707 | 1,295 | 1.31% | 1.24% | 560 | +9,151 | 37.27% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 25,688 | 1,275 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Daviman Financial, LLC | History | Added to | 33,059 | 1,270 | 0.75% | 0.96% | 562 | +96 | 0.29% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Reduced | 32,967 | 1,266 | 0.06% | 0.08% | 563 | -205 | -0.62% | Q1 2026 | Apr 27, 2026 |
| RoundAngle Advisors LLC | History | Added to | 32,910 | 1,264 | 0.94% | 1.11% | 564 | +2,331 | 7.62% | Q1 2026 | Apr 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 32,867 | 1,262 | 0.07% | 0.09% | 565 | +4,254 | 14.87% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 32,820 | 1,260 | 0.02% | 0.02% | 566 | +12,520 | 61.67% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 32,716 | 1,256 | 0.04% | 0.01% | 567 | +27,022 | 474.57% | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 32,614 | 1,253 | 0.16% | 0.04% | 568 | +27,197 | 502.07% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 32,603 | 1,252 | 0.1% | 0.08% | 569 | +12,483 | 62.04% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Added to | 32,348 | 1,242 | 0.09% | 0.1% | 570 | +5,141 | 18.9% | Q1 2026 | May 05, 2026 |
| Core Wealth Partners LLC | History | Reduced | 34,740 | 1,241 | 0.58% | 0.73% | 571 | -116 | -0.33% | Q1 2026 | May 08, 2026 |
| Clarius Group, LLC | History | No change | 24,908 | 1,236 | 0.07% | 0.07% | 572 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 32,162 | 1,235 | 0.09% | 0.1% | 573 | +4,250 | 15.23% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 25,794 | 1,232 | 0.09% | 0.09% | 574 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 31,919 | 1,226 | 0.55% | 0.94% | 575 | -4,126 | -11.45% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 31,864 | 1,224 | 0.0% | 0.0% | 576 | -27,550 | -46.37% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 31,857 | 1,223 | 0.54% | 0.95% | 577 | -10,395 | -24.6% | Q1 2026 | Apr 08, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 31,809 | 1,222 | 0.65% | 0.21% | 578 | +23,831 | 298.71% | Q1 2026 | Apr 13, 2026 |
| Turn8 Private Wealth Inc. | History | New | 31,609 | 1,214 | 0.76% | — | 579 | +31,609 | New | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 31,375 | 1,205 | 0.04% | 0.05% | 580 | +3,623 | 13.05% | Q1 2026 | May 07, 2026 |
| T3 Companies, LLC | History | Reduced | 31,155 | 1,196 | 1.56% | 8.85% | 581 | -184,680 | -85.57% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | Added to | 31,059 | 1,193 | 0.82% | 1.1% | 582 | +165 | 0.53% | Q1 2026 | May 04, 2026 |
| Counterweight Ventures, LLC | History | Added to | 30,964 | 1,189 | 0.67% | 0.76% | 583 | +3,690 | 13.53% | Q1 2026 | Apr 27, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 30,932 | 1,188 | 0.53% | 0.95% | 584 | -12,303 | -28.46% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 30,828 | 1,184 | 0.08% | 0.1% | 585 | -818 | -2.58% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 30,752 | 1,181 | 0.02% | 0.16% | 586 | -130,726 | -80.96% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 30,751 | 1,181 | 0.02% | 0.01% | 587 | +10,985 | 55.58% | Q1 2026 | Apr 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 28,338 | 1,178 | 0.51% | 0.57% | 588 | +2,584 | 10.03% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 30,617 | 1,176 | 0.02% | 0.02% | 589 | +5,840 | 23.57% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Added to | 30,599 | 1,175 | 0.05% | 0.05% | 590 | +3,392 | 12.47% | Q1 2026 | Apr 27, 2026 |
| American Trust | History | Added to | 30,598 | 1,175 | 0.1% | 0.13% | 591 | +361 | 1.19% | Q1 2026 | May 01, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 30,572 | 1,174 | 0.03% | 0.02% | 592 | +12,962 | 73.61% | Q1 2026 | Apr 21, 2026 |
| Morse Asset Management, Inc | History | Added to | 30,435 | 1,169 | 0.24% | 0.29% | 593 | +1,355 | 4.66% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 30,213 | 1,160 | 0.12% | 0.17% | 594 | -3,153 | -9.45% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | Added to | 30,051 | 1,154 | 0.08% | 0.08% | 595 | +9,232 | 44.34% | Q1 2026 | May 13, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 30,054 | 1,154 | 0.33% | 0.45% | 596 | -3,359 | -10.05% | Q1 2026 | Apr 27, 2026 |
| Capricorn Fund Managers Ltd | History | Reduced | 30,000 | 1,152 | 0.18% | 0.41% | 598 | -4,601 | -13.3% | Q1 2026 | Apr 24, 2026 |
| Sculptor Capital LP | History | No change | 30,000 | 1,152 | 0.01% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 29,960 | 1,151 | 0.41% | 0.39% | 599 | +9,015 | 43.04% | Q1 2026 | May 14, 2026 |
| Pursuit Wealth Management LLC | History | No change | 22,842 | 1,134 | 0.97% | 0.97% | 600 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 29,497 | 1,133 | 0.02% | 0.01% | 601 | +16,966 | 135.39% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 29,314 | 1,126 | 0.03% | 0.04% | 602 | -6,011 | -17.02% | Q1 2026 | Apr 29, 2026 |
| Eagle Strategies LLC | History | New | 29,165 | 1,120 | 0.13% | — | 603 | +29,165 | New | Q1 2026 | Apr 20, 2026 |
| Bull Harbor Capital LLC | History | New | 29,148 | 1,119 | 0.3% | — | 604 | +29,148 | New | Q1 2026 | May 18, 2026 |
| Alpha Financial Partners LLC | History | Added to | 29,056 | 1,116 | 0.66% | 0.55% | 605 | +11,047 | 61.34% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 29,065 | 1,116 | 0.14% | 0.17% | 606 | +72 | 0.25% | Q1 2026 | May 04, 2026 |
| Circle Wealth Management, LLC | History | Added to | 28,993 | 1,113 | 0.02% | 0.02% | 607 | +383 | 1.34% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 28,579 | 1,098 | 0.17% | 0.14% | 608 | +11,584 | 68.16% | Q1 2026 | May 06, 2026 |
| Miller Capital Partners, Inc. | History | No change | 28,510 | 1,095 | 0.53% | 0.71% | 609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 28,297 | 1,087 | 0.15% | 0.06% | 610 | +19,993 | 240.76% | Q1 2026 | Apr 21, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 28,273 | 1,086 | 3.39% | 4.28% | 611 | -168 | -0.59% | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Added to | 44,512 | 1,085 | 0.8% | 0.78% | 612 | +6,446 | 16.93% | Q1 2026 | May 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 28,141 | 1,081 | 0.14% | 0.13% | 613 | +7,319 | 35.15% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,100 | 1,079 | 0.12% | 0.18% | 614 | -5,190 | -15.59% | Q1 2026 | May 01, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 28,008 | 1,076 | 0.24% | 0.34% | 615 | -9,366 | -25.06% | Q1 2026 | Apr 08, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 27,905 | 1,072 | 0.78% | 0.99% | 616 | +9,132 | 48.64% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 27,797 | 1,067 | 0.02% | 0.02% | 617 | +9,299 | 50.27% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,784 | 1,067 | 0.03% | 0.03% | 618 | +3,701 | 15.37% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 27,635 | 1,061 | 0.02% | 0.01% | 619 | +13,253 | 92.15% | Q1 2026 | Apr 09, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 27,597 | 1,060 | 0.04% | 0.05% | 620 | -318 | -1.14% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,556 | 1,058 | 0.01% | 0.01% | 621 | +6,404 | 30.28% | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | New | 27,530 | 1,057 | 0.38% | — | 623 | +27,530 | New | Q1 2026 | May 06, 2026 |
| Paradiem, LLC | History | New | 27,512 | 1,057 | 0.23% | — | 622 | +27,512 | New | Q1 2026 | May 04, 2026 |
| Permian Investment Partners, LP | History | Reduced | 27,407 | 1,052 | 0.12% | 0.33% | 624 | -31,000 | -53.08% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 27,044 | 1,039 | 0.29% | 0.36% | 625 | +39 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,779 | 1,028 | 0.04% | 0.05% | 627 | +6,751 | 33.71% | Q1 2026 | May 19, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,775 | 1,028 | 0.04% | 0.04% | 626 | +1,602 | 6.36% | Q1 2026 | May 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 26,702 | 1,025 | 0.32% | 0.4% | 628 | +145 | 0.55% | Q1 2026 | Apr 17, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 26,677 | 1,024 | 0.53% | 0.41% | 629 | +11,540 | 76.24% | Q1 2026 | Apr 24, 2026 |
| MATTERS CAPITAL LLC | History | No change | 26,673 | 1,024 | 0.91% | 1.08% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 26,600 | 1,022 | 0.0% | 0.0% | 631 | -7,000 | -20.83% | Q1 2026 | May 15, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 26,552 | 1,020 | 0.83% | 0.65% | 632 | +11,331 | 74.44% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 26,433 | 1,015 | 0.1% | 0.07% | 633 | +11,612 | 78.35% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 26,410 | 1,014 | 0.54% | 0.71% | 634 | +771 | 3.01% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 26,357 | 1,012 | 0.11% | 0.13% | 635 | +1,885 | 7.7% | Q1 2026 | May 06, 2026 |
| SVB WEALTH LLC | History | Added to | 26,274 | 1,009 | 0.07% | 0.06% | 636 | +4,864 | 22.72% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 26,264 | 1,009 | 0.08% | 0.09% | 637 | +3,557 | 15.66% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 20,248 | 1,005 | 0.06% | 0.06% | 638 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,143 | 1,004 | 0.03% | 0.02% | 639 | +11,777 | 81.98% | Q1 2026 | May 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 26,104 | 1,002 | 0.18% | 0.33% | 640 | -10,282 | -28.26% | Q1 2026 | May 04, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 23,016 | 1,002 | 0.15% | 0.21% | 641 | -3,272 | -12.45% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26,076 | 1,001 | 0.02% | 0.02% | 642 | +3,329 | 14.63% | Q1 2026 | Apr 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 26,028 | 999 | 0.02% | 0.02% | 643 | +10,153 | 63.96% | Q1 2026 | May 15, 2026 |
| Gould Capital, LLC | History | Added to | 25,847 | 993 | 0.6% | 0.54% | 644 | +8,288 | 47.2% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,841 | 992 | 0.0% | 0.0% | 645 | -4,013 | -13.44% | Q1 2026 | May 01, 2026 |
| Howard Capital Management Group, LLC | History | No change | 25,790 | 990 | 0.07% | 0.08% | 646 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 25,717 | 988 | 0.09% | 0.13% | 647 | +2,529 | 10.91% | Q1 2026 | May 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 25,340 | 973 | 0.08% | 0.11% | 648 | +6,300 | 33.09% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 25,284 | 971 | 0.5% | 0.21% | 649 | +18,142 | 254.02% | Q1 2026 | May 11, 2026 |
| Royal Fund Management, LLC | History | Added to | 37,061 | 968 | 0.09% | 0.11% | 650 | +13,593 | 57.92% | Q1 2026 | May 19, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 25,014 | 961 | 0.35% | 0.44% | 651 | +1,034 | 4.31% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | Added to | 24,995 | 960 | 0.09% | 0.07% | 653 | +6,870 | 37.9% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | No change | 25,000 | 960 | 0.02% | 0.03% | 652 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 24,969 | 959 | 0.07% | 0.08% | 654 | +4,486 | 21.9% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 19,329 | 959 | 0.05% | 0.05% | 655 | -1,054 | -5.17% | Q1 2026 | Apr 08, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 22,404 | 957 | 0.06% | 0.07% | 656 | +2,045 | 10.04% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 24,860 | 955 | 0.4% | 0.39% | 657 | +3,920 | 18.72% | Q1 2026 | May 15, 2026 |
| Mirador Capital Partners LP | History | Reduced | 24,817 | 953 | 0.13% | 0.22% | 658 | -7,186 | -22.45% | Q1 2026 | Apr 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 24,779 | 952 | 0.14% | 0.18% | 659 | -165 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Reduced | 24,665 | 947 | 0.2% | 0.28% | 660 | -41 | -0.17% | Q1 2026 | May 04, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 24,643 | 946 | 0.45% | 0.54% | 661 | +242 | 0.99% | Q1 2026 | Apr 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 24,572 | 944 | 0.13% | 0.15% | 662 | +3,404 | 16.08% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 18,956 | 941 | 0.03% | 0.03% | 663 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DV Trading LLC | History | Reduced | 24,300 | 933 | 0.02% | 0.32% | 664 | -207,737 | -89.53% | Q1 2026 | May 15, 2026 |
| IFC Advisors LLC | History | No change | 24,280 | 932 | 0.13% | 0.18% | 665 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 24,117 | 926 | 0.63% | 0.68% | 666 | +4,778 | 24.71% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 24,120 | 926 | 0.26% | 0.34% | 667 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 24,064 | 924 | 0.02% | 0.01% | 668 | +9,596 | 66.33% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 24,042 | 923 | 0.31% | 0.39% | 669 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 24,389 | 918 | 0.05% | 0.05% | 670 | +4,195 | 20.77% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 23,886 | 917 | 0.06% | 0.08% | 671 | +1,106 | 4.86% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 23,845 | 916 | 0.3% | 0.36% | 672 | +489 | 2.09% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 23,825 | 915 | 0.03% | 0.07% | 673 | -12,360 | -34.16% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 23,792 | 914 | 0.69% | 0.45% | 674 | +12,939 | 119.22% | Q1 2026 | Apr 27, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 23,647 | 908 | 0.15% | 0.16% | 675 | +3,498 | 17.36% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 23,659 | 908 | 0.07% | 0.11% | 676 | +1,213 | 5.4% | Q1 2026 | Apr 16, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 23,496 | 902 | 0.31% | 0.31% | 677 | +5,113 | 27.81% | Q1 2026 | Apr 09, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 23,459 | 901 | 0.38% | 0.16% | 679 | +16,573 | 240.68% | Q1 2026 | Apr 17, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 23,457 | 901 | 0.75% | 0.78% | 678 | +3,369 | 16.77% | Q1 2026 | Apr 09, 2026 |
| Intrua Financial, LLC | History | Added to | 23,437 | 900 | 0.09% | 0.1% | 680 | +4,254 | 22.18% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 23,260 | 893 | 0.02% | 0.03% | 681 | -3,357 | -12.61% | Q1 2026 | May 15, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 23,217 | 891 | 0.18% | 0.34% | 682 | -10,212 | -30.55% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 23,173 | 890 | 0.1% | 0.13% | 683 | -573 | -2.41% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 23,153 | 889 | 0.2% | 0.35% | 684 | -8,382 | -26.58% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 23,067 | 886 | 0.05% | 0.09% | 685 | -17,883 | -43.67% | Q1 2026 | Apr 28, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 22,858 | 878 | 0.34% | 0.08% | 686 | +5,850 | 34.4% | Q1 2026 | May 05, 2026 |
| Rinkey Investments | History | Reduced | 22,768 | 874 | 0.22% | 0.29% | 687 | -110 | -0.48% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 22,528 | 865 | 0.11% | 0.15% | 688 | -2,396 | -9.61% | Q1 2026 | May 05, 2026 |
| E6 Portfolios, LLC | History | Added to | 22,459 | 862 | 0.9% | 0.99% | 689 | +5,061 | 29.09% | Q1 2026 | May 12, 2026 |
| J2 Capital Management Inc | History | Added to | 22,320 | 857 | 0.59% | 0.58% | 690 | +6,328 | 39.57% | Q1 2026 | Apr 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 22,208 | 853 | 0.01% | — | 691 | +22,208 | New | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 22,189 | 852 | 0.37% | 0.47% | 692 | -433 | -1.91% | Q1 2026 | May 05, 2026 |
| Owen LaRue, LLC | History | New | 21,946 | 843 | 0.32% | — | 693 | +21,946 | New | Q1 2026 | Apr 30, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 21,828 | 838 | 0.13% | 0.09% | 694 | +9,965 | 84.0% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | New | 21,589 | 829 | 0.2% | — | 696 | +21,589 | New | Q1 2026 | Apr 02, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 21,594 | 829 | 0.4% | 0.31% | 695 | +5,560 | 34.68% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 21,574 | 828 | 0.0% | 0.0% | 697 | +13,419 | 164.55% | Q1 2026 | May 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 21,406 | 822 | 0.5% | 0.55% | 698 | +3,900 | 22.28% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 21,360 | 820 | 0.03% | 0.03% | 699 | +3,057 | 16.7% | Q1 2026 | Apr 20, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 21,245 | 816 | 0.01% | 0.16% | 700 | -335,939 | -94.05% | Q1 2026 | Apr 13, 2026 |
| Delta Investment Management, LLC | History | Reduced | 21,200 | 814 | 0.15% | 0.19% | 702 | -973 | -4.39% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 16,407 | 814 | 0.05% | 0.05% | 701 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 16,332 | 810 | 0.13% | 0.22% | 703 | -6,661 | -28.97% | Q1 2026 | Apr 22, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 21,031 | 808 | 0.05% | 0.03% | 704 | +10,469 | 99.12% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Reduced | 20,984 | 806 | 0.21% | 0.29% | 705 | -25 | -0.12% | Q1 2026 | Apr 08, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 20,905 | 803 | 0.31% | 0.4% | 706 | -204 | -0.97% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 20,786 | 798 | 0.05% | 0.07% | 707 | -1,845 | -8.15% | Q1 2026 | May 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 16,065 | 797 | 0.12% | 0.12% | 708 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Added to | 20,738 | 796 | 0.22% | 0.24% | 709 | +2,821 | 15.74% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | Added to | 20,652 | 793 | 0.02% | 0.02% | 710 | +661 | 3.31% | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | New | 20,619 | 792 | 0.09% | — | 711 | +20,619 | New | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 20,602 | 791 | 0.32% | — | 713 | +20,602 | New | Q1 2026 | Apr 03, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 20,590 | 791 | 0.02% | 0.03% | 712 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 20,464 | 789 | 0.03% | — | 715 | +20,464 | New | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 20,539 | 789 | 0.27% | 0.11% | 714 | +14,474 | 238.65% | Q1 2026 | Apr 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 20,530 | 788 | 0.2% | 0.25% | 716 | +2,581 | 14.38% | Q1 2026 | May 06, 2026 |
| Gibson Capital, LLC | History | Reduced | 20,495 | 787 | 0.15% | 0.19% | 717 | -469 | -2.24% | Q1 2026 | Apr 17, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 20,425 | 784 | 0.09% | 0.09% | 718 | +4,304 | 26.7% | Q1 2026 | May 06, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | History | Added to | 20,211 | 776 | 0.46% | 0.53% | 719 | +757 | 3.89% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,127 | 773 | 0.04% | 0.05% | 720 | +4,526 | 29.01% | Q1 2026 | Apr 29, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 15,577 | 773 | 0.47% | 0.47% | 721 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 20,091 | 771 | 0.03% | — | 722 | +20,091 | New | Q1 2026 | May 14, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 20,057 | 770 | 0.61% | 0.98% | 723 | -9,828 | -32.89% | Q1 2026 | May 04, 2026 |
| Solitude Financial Services | History | Added to | 18,089 | 769 | 0.23% | 0.23% | 724 | +3,985 | 28.25% | Q1 2026 | Apr 16, 2026 |
| Orvieto Partners, L.P. | History | No change | 20,000 | 768 | 0.66% | 0.8% | 725 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | New | 19,978 | 767 | 0.22% | — | 727 | +19,978 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 19,968 | 767 | 0.02% | 0.02% | 726 | +1,340 | 7.19% | Q1 2026 | Apr 30, 2026 |
| United Capital Management of KS, Inc. | History | New | 19,900 | 764 | 0.12% | — | 729 | +19,900 | New | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 16,818 | 764 | 0.02% | 0.02% | 728 | -184 | -1.08% | Q1 2026 | May 11, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 19,713 | 757 | 0.11% | 0.14% | 730 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 19,552 | 751 | 0.49% | 0.6% | 731 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Titiun Yejiel | History | Reduced | 19,500 | 749 | 0.75% | 4.34% | 732 | -90,155 | -82.22% | Q1 2026 | May 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 19,373 | 744 | 0.01% | 0.01% | 733 | -1,350 | -6.51% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Reduced | 19,326 | 742 | 0.02% | 0.03% | 734 | -385 | -1.95% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 19,300 | 741 | 0.03% | 0.05% | 735 | -5,500 | -22.18% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,766 | 741 | 0.02% | 0.02% | 736 | +3,825 | 25.6% | Q1 2026 | Apr 28, 2026 |
| Glassman Wealth Services | History | Added to | 19,296 | 741 | 0.1% | 0.12% | 737 | +2,014 | 11.65% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | New | 19,275 | 740 | 0.02% | — | 738 | +19,275 | New | Q1 2026 | May 04, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 19,228 | 738 | 0.12% | 0.03% | 739 | +14,600 | 315.47% | Q1 2026 | Apr 28, 2026 |
| DeDora Capital, Inc. | History | Added to | 19,196 | 737 | 0.18% | 0.21% | 740 | +972 | 5.33% | Q1 2026 | Apr 27, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 19,135 | 735 | 0.12% | 0.12% | 742 | +3,050 | 18.96% | Q1 2026 | Apr 24, 2026 |
| Vantage Investment Partners, LLC | History | No change | 19,132 | 735 | 0.05% | 0.06% | 741 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Added to | 19,113 | 734 | 0.03% | 0.04% | 743 | +1,229 | 6.87% | Q1 2026 | May 08, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 19,100 | 733 | 0.45% | 1.71% | 745 | -38,585 | -66.89% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 19,087 | 733 | 0.0% | 0.0% | 744 | -10,714 | -35.95% | Q1 2026 | May 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 19,088 | 733 | 0.69% | 0.6% | 746 | +5,270 | 38.14% | Q1 2026 | May 08, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 19,094 | 733 | 0.3% | 0.4% | 747 | -1,655 | -7.98% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 19,000 | 729 | 0.32% | 0.13% | 749 | +9,750 | 105.41% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 18,999 | 729 | 0.01% | 0.02% | 748 | -893 | -4.49% | Q1 2026 | Apr 10, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 18,974 | 728 | 0.68% | 0.73% | 750 | +6,231 | 48.9% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 15,720 | 727 | 0.1% | 0.06% | 752 | +7,831 | 99.26% | Q1 2026 | May 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 18,937 | 727 | 0.01% | 0.01% | 751 | +7,187 | 61.17% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 18,900 | 726 | 0.26% | 0.63% | 753 | -6,230 | -24.79% | Q1 2026 | May 12, 2026 |
| Gainplan LLC | History | New | 18,871 | 725 | 0.54% | — | 754 | +18,871 | New | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,848 | 724 | 0.02% | 0.03% | 756 | -700 | -3.58% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 18,858 | 724 | 0.1% | 0.11% | 755 | +30 | 0.16% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,820 | 723 | 0.01% | 0.01% | 757 | +2,962 | 18.68% | Q1 2026 | Apr 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 18,796 | 722 | 0.02% | 0.01% | 758 | +9,346 | 98.9% | Q1 2026 | Apr 27, 2026 |
| KTF INVESTMENTS, LLC | History | Added to | 18,745 | 720 | 0.12% | 0.12% | 759 | +4,300 | 29.77% | Q1 2026 | May 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 18,677 | 717 | 0.16% | 0.21% | 760 | -10 | -0.05% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 18,653 | 716 | 0.06% | 0.11% | 761 | -3,818 | -16.99% | Q1 2026 | May 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 18,580 | 713 | 0.23% | — | 762 | +18,580 | New | Q1 2026 | Apr 24, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 18,470 | 709 | 0.03% | 0.04% | 763 | -450 | -2.38% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 18,258 | 701 | 0.13% | 0.1% | 764 | +7,253 | 65.91% | Q1 2026 | May 15, 2026 |
| Broadhurst Jeffrey B | History | Added to | 18,268 | 701 | 0.72% | 0.86% | 765 | +1,575 | 9.44% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Added to | 18,217 | 699 | 0.24% | 0.14% | 767 | +7,411 | 68.58% | Q1 2026 | May 01, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 18,213 | 699 | 0.01% | 0.02% | 766 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Orin Green Financial, LLC | History | Added to | 18,139 | 696 | 0.29% | 0.29% | 768 | +3,372 | 22.83% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 17,994 | 691 | 0.05% | 0.05% | 769 | +426 | 2.42% | Q1 2026 | May 21, 2026 |
| ORG Partners LLC | History | No change | 13,836 | 686 | 0.12% | 0.12% | 770 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 17,849 | 685 | 0.59% | 0.59% | 771 | +4,387 | 32.59% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 15,551 | 683 | 0.01% | 0.01% | 772 | +2,792 | 21.88% | Q1 2026 | Apr 20, 2026 |
| Grand Central Investment Group | History | Reduced | 17,795 | 683 | 0.51% | 0.68% | 773 | -969 | -5.16% | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 17,771 | 682 | 0.13% | 0.15% | 774 | +24 | 0.14% | Q1 2026 | May 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,090 | 681 | 0.04% | 0.06% | 775 | -9,084 | -33.43% | Q1 2026 | Apr 24, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 17,747 | 681 | 0.08% | 0.09% | 776 | +1,633 | 10.13% | Q1 2026 | May 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 17,675 | 679 | 0.07% | 0.11% | 777 | +6,206 | 54.11% | Q1 2026 | Apr 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 17,616 | 676 | 0.14% | 0.17% | 778 | +484 | 2.83% | Q1 2026 | May 05, 2026 |
| Prodigy Asset Management LLC | History | No change | 17,600 | 676 | 0.23% | 0.31% | 779 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 17,518 | 673 | 0.08% | 0.08% | 780 | +2,490 | 16.57% | Q1 2026 | Apr 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 17,492 | 672 | 0.21% | 0.26% | 781 | +2,211 | 14.47% | Q1 2026 | Apr 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 17,393 | 668 | 0.4% | 1.04% | 782 | -25,564 | -59.51% | Q1 2026 | Apr 08, 2026 |
| Global Wealth Management, LLC | History | Added to | 17,382 | 667 | 0.36% | 0.37% | 783 | +3,531 | 25.49% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Added to | 17,350 | 666 | 0.17% | 0.07% | 786 | +12,100 | 230.48% | Q1 2026 | Apr 20, 2026 |
| 1776 Wealth LLC | History | No change | 17,335 | 666 | 0.26% | 0.32% | 784 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 17,337 | 666 | 0.21% | 0.26% | 785 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 17,296 | 664 | 0.23% | 0.53% | 789 | -13,281 | -43.43% | Q1 2026 | May 13, 2026 |
| West Financial Advisors, LLC | History | Added to | 17,293 | 664 | 0.11% | 0.14% | 788 | +291 | 1.71% | Q1 2026 | Apr 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 17,303 | 664 | 0.09% | 0.12% | 787 | -151 | -0.87% | Q1 2026 | Apr 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 17,271 | 663 | 0.15% | 0.38% | 791 | -14,588 | -45.79% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,271 | 663 | 0.03% | 0.04% | 790 | +527 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 17,159 | 659 | 0.07% | 0.1% | 792 | -460 | -2.61% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 17,130 | 658 | 0.13% | 0.12% | 794 | +1,727 | 11.21% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,045 | 658 | 0.05% | 0.06% | 793 | -451 | -2.58% | Q1 2026 | May 01, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 16,955 | 651 | 0.11% | 0.17% | 795 | -2,506 | -12.88% | Q1 2026 | Apr 17, 2026 |
| Tamar Securities, LLC | History | Added to | 16,922 | 650 | 0.07% | 0.08% | 796 | +692 | 4.26% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,792 | 645 | 0.03% | 0.03% | 797 | +3,785 | 29.1% | Q1 2026 | Apr 23, 2026 |
| Harfst & Associates, Inc. | History | Added to | 16,659 | 640 | 0.11% | 0.14% | 798 | +510 | 3.16% | Q1 2026 | May 12, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 16,584 | 637 | 0.05% | 0.18% | 800 | -2,802 | -14.45% | Q1 2026 | May 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 16,583 | 637 | 0.0% | 0.0% | 799 | +2,326 | 16.31% | Q1 2026 | May 14, 2026 |
| Argentarii, LLC | History | Added to | 16,559 | 636 | 0.22% | 0.23% | 801 | +2,295 | 16.09% | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 16,485 | 633 | 0.08% | 0.09% | 802 | +2,115 | 14.72% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 16,425 | 631 | 0.0% | 0.0% | 803 | +9,114 | 124.66% | Q1 2026 | May 06, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 16,408 | 630 | 0.22% | 0.13% | 804 | +9,278 | 130.13% | Q1 2026 | May 04, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 16,411 | 630 | 0.44% | 0.51% | 805 | +1,925 | 13.29% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | Added to | 16,386 | 629 | 0.01% | 0.01% | 806 | +1,148 | 7.53% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | No change | 16,300 | 626 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | New | 16,228 | 623 | 0.06% | — | 808 | +16,228 | New | Q1 2026 | Apr 15, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 16,165 | 621 | 0.21% | 0.09% | 809 | +10,000 | 162.21% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 16,152 | 620 | 0.02% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Added to | 16,054 | 616 | 0.11% | 0.08% | 811 | +7,539 | 88.54% | Q1 2026 | May 14, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 15,968 | 613 | 0.51% | 0.71% | 812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 15,907 | 611 | 0.04% | 0.08% | 813 | -10,759 | -40.35% | Q1 2026 | May 01, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 15,890 | 610 | 0.51% | 0.63% | 814 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 15,797 | 606 | 0.18% | 0.22% | 816 | -32,748 | -67.46% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Added to | 15,787 | 606 | 0.01% | 0.01% | 815 | +652 | 4.31% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 15,752 | 605 | 0.01% | 0.07% | 817 | -48,640 | -75.54% | Q1 2026 | May 14, 2026 |
| Fortitude Financial, LLC | History | Added to | 15,720 | 603 | 0.32% | 0.53% | 819 | +3,015 | 23.73% | Q1 2026 | Apr 23, 2026 |
| Forum Financial Management, LP | History | Added to | 15,698 | 603 | 0.01% | 0.01% | 818 | +279 | 1.81% | Q1 2026 | Apr 23, 2026 |
| Greenline Wealth Management LLC | History | Added to | 15,662 | 601 | 0.69% | 0.69% | 820 | +2,277 | 17.01% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Added to | 9,230 | 599 | 0.27% | 0.29% | 821 | +75 | 0.82% | Q1 2026 | Apr 27, 2026 |
| Holos Integrated Wealth LLC | History | New | 15,190 | 593 | 0.3% | — | 824 | +15,190 | New | Q1 2026 | Apr 08, 2026 |
| Peak Planning Group, LLC | History | Added to | 15,443 | 593 | 0.16% | 0.16% | 823 | +3,684 | 31.33% | Q1 2026 | Apr 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 15,454 | 593 | 0.1% | 0.11% | 822 | +2,072 | 15.48% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,385 | 591 | 0.0% | 0.0% | 825 | +995 | 6.91% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 15,291 | 587 | 0.06% | 0.07% | 826 | +170 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Summit Global Investments | History | Added to | 15,218 | 585 | 0.03% | 0.04% | 827 | +893 | 6.23% | Q1 2026 | May 07, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 15,114 | 580 | 0.07% | 0.12% | 828 | -7,350 | -32.72% | Q1 2026 | Apr 30, 2026 |
| J.Safra Asset Management Corp | History | Added to | 15,111 | 580 | 0.03% | 0.04% | 829 | +697 | 4.84% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 15,081 | 579 | 0.04% | 0.06% | 830 | -1,460 | -8.83% | Q1 2026 | May 05, 2026 |
| Mirabaud & Cie SA | History | Added to | 15,000 | 576 | 0.23% | 0.15% | 832 | +5,800 | 63.04% | Q1 2026 | May 05, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 15,000 | 576 | 0.45% | 0.68% | 831 | -5,000 | -25.0% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 11,074 | 574 | 0.04% | 0.04% | 833 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 14,875 | 571 | 0.61% | 0.44% | 834 | -164 | -1.09% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,837 | 570 | 0.04% | 0.1% | 835 | -28,509 | -65.77% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 14,770 | 567 | 0.0% | 0.0% | 836 | +3,921 | 36.14% | Q1 2026 | May 15, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 14,685 | 564 | 0.07% | 0.06% | 837 | +4,089 | 38.59% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 14,640 | 562 | 0.31% | 0.28% | 838 | +4,379 | 42.68% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 14,531 | 561 | 0.11% | 0.11% | 839 | +7,206 | 98.38% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Added to | 14,159 | 559 | 0.01% | 0.01% | 840 | +53 | 0.38% | Q1 2026 | Apr 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 14,513 | 557 | 0.01% | 0.02% | 841 | -10,577 | -42.16% | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 14,435 | 554 | 0.05% | 0.07% | 842 | -39 | -0.27% | Q1 2026 | May 12, 2026 |
| National Wealth Management Group, LLC | History | Added to | 14,361 | 551 | 0.21% | 0.24% | 843 | +538 | 3.89% | Q1 2026 | May 11, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 14,250 | 550 | 0.41% | 0.84% | 844 | -8,285 | -36.77% | Q1 2026 | Apr 10, 2026 |
| CAP Partners, LLC | History | Added to | 14,274 | 548 | 0.31% | 0.36% | 845 | +1,544 | 12.13% | Q1 2026 | Apr 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 14,244 | 547 | 0.01% | 0.01% | 846 | +9,230 | 184.08% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 14,218 | 546 | 0.01% | 0.01% | 847 | -4,766 | -25.11% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,503 | 546 | 0.02% | 0.02% | 848 | +1,832 | 14.46% | Q1 2026 | May 15, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 14,200 | 545 | 0.31% | 0.35% | 849 | +1,445 | 11.33% | Q1 2026 | Apr 28, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 14,144 | 543 | 0.43% | 0.58% | 850 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vivaldi Capital Management LP | History | Added to | 14,096 | 541 | 0.07% | 0.03% | 852 | +9,840 | 231.2% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 14,101 | 541 | 0.05% | 0.08% | 853 | -2,693 | -16.04% | Q1 2026 | Apr 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 14,100 | 541 | 0.03% | 0.03% | 851 | +1,200 | 9.3% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 14,036 | 539 | 0.16% | 0.15% | 854 | +3,617 | 34.72% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,024 | 538 | 0.01% | 0.0% | 855 | +8,451 | 151.64% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,005 | 538 | 0.01% | 0.02% | 857 | +1,530 | 12.26% | Q1 2026 | May 04, 2026 |
| Altman Advisors, Inc. | History | Added to | 14,029 | 538 | 0.22% | 0.26% | 856 | +106 | 0.76% | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | Added to | 13,998 | 537 | 0.02% | 0.02% | 858 | +2,265 | 19.3% | Q1 2026 | Apr 29, 2026 |
| Avondale Wealth Management | History | Added to | 14,000 | 537 | 0.26% | 0.34% | 859 | +600 | 4.48% | Q1 2026 | Apr 14, 2026 |
| Canton Hathaway, LLC | History | Added to | 13,900 | 534 | 0.11% | 0.1% | 860 | +3,900 | 39.0% | Q1 2026 | Apr 24, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 10,770 | 534 | 0.58% | 0.58% | 861 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | No change | 13,885 | 533 | 0.05% | 0.07% | 862 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| RVW Wealth, LLC | History | No change | 13,841 | 531 | 0.04% | 0.05% | 863 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Claro Advisors Inc. | History | Added to | 13,799 | 530 | 0.06% | 0.08% | 864 | +1,784 | 14.85% | Q1 2026 | Apr 21, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 13,763 | 528 | 0.1% | 0.11% | 865 | +3,267 | 31.13% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 13,712 | 526 | 0.07% | 0.09% | 866 | +298 | 2.22% | Q1 2026 | Apr 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 13,643 | 524 | 0.09% | 0.05% | 868 | +7,800 | 133.49% | Q1 2026 | Apr 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 13,658 | 524 | 0.06% | 0.05% | 869 | +3,763 | 38.03% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Added to | 13,644 | 524 | 0.01% | 0.01% | 867 | +1,821 | 15.4% | Q1 2026 | Apr 08, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 13,600 | 522 | 0.01% | 0.01% | 870 | +800 | 6.25% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 13,561 | 521 | 0.23% | 0.33% | 871 | -1,001 | -6.87% | Q1 2026 | Apr 27, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,517 | 520 | 0.06% | 0.05% | 873 | +5,226 | 71.68% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 13,546 | 520 | 0.01% | 0.01% | 872 | -68 | -0.5% | Q1 2026 | May 01, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 10,428 | 517 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| W ADVISORS, LLC | History | Added to | 13,434 | 516 | 0.26% | 0.24% | 876 | +3,940 | 41.5% | Q1 2026 | Apr 29, 2026 |
| Cadence Bank | History | No change | 10,408 | 516 | 0.03% | 0.03% | 875 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 13,418 | 515 | 0.03% | 0.02% | 878 | +8,284 | 161.36% | Q1 2026 | Apr 16, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 13,048 | 515 | 0.3% | 0.35% | 877 | +1,311 | 11.17% | Q1 2026 | Apr 08, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 13,389 | 514 | 0.18% | 0.11% | 879 | +7,110 | 113.23% | Q1 2026 | May 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 13,395 | 514 | 0.18% | 0.22% | 880 | +1,114 | 9.07% | Q1 2026 | May 14, 2026 |
| GSG Advisors LLC | History | Added to | 13,378 | 513 | 0.13% | 0.12% | 881 | +3,997 | 42.61% | Q1 2026 | May 13, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 13,349 | 512 | 0.43% | 0.54% | 882 | +65 | 0.49% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 13,288 | 510 | 0.3% | 0.57% | 883 | -6,200 | -31.81% | Q1 2026 | May 06, 2026 |
| Pandora Wealth, Inc. | History | No change | 10,260 | 509 | 0.31% | 0.31% | 884 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,208 | 507 | 0.07% | 0.09% | 885 | +500 | 3.93% | Q1 2026 | Apr 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 13,158 | 505 | 0.1% | 0.09% | 886 | +4,398 | 50.21% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 13,049 | 501 | 0.25% | 0.26% | 887 | +2,002 | 18.12% | Q1 2026 | May 07, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 12,977 | 498 | 0.04% | 0.04% | 888 | +2,748 | 26.86% | Q1 2026 | Apr 22, 2026 |
| Altiora Financial Group, LLC | History | Added to | 12,960 | 497 | 0.08% | 0.09% | 889 | +2,770 | 27.18% | Q1 2026 | May 08, 2026 |
| PALLADIEM, LLC | History | Reduced | 11,996 | 495 | 0.47% | 0.99% | 890 | -9,096 | -43.13% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 12,883 | 494 | 0.05% | 0.06% | 891 | +2,590 | 25.16% | Q1 2026 | May 04, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 12,845 | 493 | 0.14% | 0.19% | 893 | -976 | -7.06% | Q1 2026 | Apr 08, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 12,841 | 493 | 0.08% | 0.11% | 892 | -605 | -4.5% | Q1 2026 | May 07, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 12,813 | 492 | 0.1% | 0.07% | 894 | +6,817 | 113.69% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 12,783 | 491 | 0.02% | 0.02% | 895 | +245 | 1.95% | Q1 2026 | May 04, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 12,776 | 490 | 0.09% | 0.14% | 896 | -817 | -6.01% | Q1 2026 | May 07, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 12,714 | 488 | 0.14% | 0.17% | 897 | +1,026 | 8.78% | Q1 2026 | May 04, 2026 |
| GR FINANCIAL GROUP, LLC | History | Reduced | 12,548 | 482 | 0.16% | 0.46% | 898 | -28,820 | -69.67% | Q1 2026 | May 11, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 12,417 | 477 | 0.18% | 0.23% | 899 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 9,622 | 477 | 0.16% | 0.16% | 900 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| M Wealth Management, LLC | History | New | 12,373 | 475 | 0.4% | — | 902 | +12,373 | New | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 12,380 | 475 | 0.03% | 0.03% | 901 | +1,793 | 16.94% | Q1 2026 | May 07, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 12,565 | 473 | 0.4% | 0.35% | 905 | +4,167 | 49.62% | Q1 2026 | Apr 27, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 12,327 | 473 | 0.11% | 0.13% | 904 | +1,426 | 13.08% | Q1 2026 | Apr 23, 2026 |
| Ballew Advisors, Inc | History | Added to | 11,562 | 473 | 0.27% | 0.31% | 903 | +1,145 | 10.99% | Q1 2026 | Apr 10, 2026 |
| Sendero Wealth Management, LLC | History | New | 12,291 | 472 | 0.05% | — | 907 | +12,291 | New | Q1 2026 | Apr 22, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 12,291 | 472 | 0.13% | 0.15% | 906 | +1,780 | 16.93% | Q1 2026 | Apr 27, 2026 |
| Elevation Advisory Partners LLC | History | New | 9,319 | 471 | 0.44% | — | 909 | +9,319 | New | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 12,282 | 471 | 0.07% | 0.09% | 908 | -405 | -3.19% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 12,226 | 469 | 0.06% | 0.06% | 910 | +1,607 | 15.13% | Q1 2026 | Apr 23, 2026 |
| Hyposwiss Advisors SA | History | Added to | 12,230 | 469 | 0.46% | 0.58% | 911 | +330 | 2.77% | Q1 2026 | Apr 30, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 12,186 | 468 | 0.16% | 0.18% | 912 | +1,262 | 11.55% | Q1 2026 | Apr 23, 2026 |
| Diversified Enterprises, LLC | History | No change | 12,179 | 467 | 0.03% | 0.04% | 913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,147 | 466 | 0.07% | 0.09% | 914 | -379 | -3.03% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 12,113 | 465 | 0.15% | 0.04% | 915 | +9,389 | 344.68% | Q1 2026 | Apr 10, 2026 |
| Brooklyn Investment Group | History | Added to | 12,128 | 465 | 0.01% | 0.02% | 916 | +5,010 | 70.38% | Q1 2026 | Apr 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 9,332 | 463 | 0.27% | 0.27% | 917 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 11,944 | 458 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wilmar Advisors LLC | History | Added to | 11,900 | 457 | 0.4% | 0.23% | 920 | +5,900 | 98.33% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 11,896 | 457 | 0.07% | 0.9% | 919 | +170 | 1.45% | Q1 2026 | Apr 09, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 8,975 | 457 | 0.59% | 0.59% | 921 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 11,870 | 456 | 0.03% | — | 922 | +11,870 | New | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 11,860 | 455 | 0.04% | 0.09% | 923 | -10,806 | -47.67% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | New | 10,100 | 455 | 0.03% | — | 924 | +10,100 | New | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,838 | 454 | 0.01% | 0.01% | 925 | -4,970 | -29.57% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 11,836 | 454 | 0.02% | 0.02% | 926 | +4,008 | 51.2% | Q1 2026 | May 05, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 11,687 | 449 | 0.11% | 0.06% | 927 | +7,437 | 174.99% | Q1 2026 | Apr 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 11,676 | 448 | 0.03% | 0.05% | 928 | -1,331 | -10.23% | Q1 2026 | May 07, 2026 |
| SAM Advisors, LLC | History | No change | 11,640 | 447 | 0.14% | 0.18% | 929 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 11,609 | 446 | 0.28% | — | 930 | +11,609 | New | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,578 | 444 | 0.01% | 0.01% | 932 | +1,777 | 18.13% | Q1 2026 | May 07, 2026 |
| SNS Financial Group, LLC | History | Added to | 11,558 | 444 | 0.04% | 0.04% | 931 | +1,400 | 13.78% | Q1 2026 | Apr 14, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Reduced | 11,564 | 444 | 0.42% | 0.54% | 933 | -315 | -2.65% | Q1 2026 | May 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 11,556 | 443 | 0.27% | 0.32% | 935 | +260 | 2.3% | Q1 2026 | Apr 15, 2026 |
| Global Endowment Management, LP | History | No change | 11,541 | 443 | 0.05% | 0.07% | 934 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 11,527 | 442 | 0.09% | 0.13% | 936 | -15,155 | -56.8% | Q1 2026 | Apr 17, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 11,489 | 441 | 0.28% | 0.27% | 937 | +2,755 | 31.54% | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,484 | 441 | 0.03% | 0.04% | 938 | -942 | -7.58% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 11,464 | 440 | 0.02% | 0.04% | 939 | -10,324 | -47.38% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 11,474 | 440 | 0.22% | 0.28% | 942 | +215 | 1.91% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 11,457 | 440 | 0.03% | 0.04% | 941 | -117 | -1.01% | Q1 2026 | Apr 14, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 11,471 | 440 | 0.09% | 0.12% | 940 | +90 | 0.79% | Q1 2026 | Apr 15, 2026 |
| SUMMITRY LLC | History | New | 11,450 | 439 | 0.02% | — | 944 | +11,450 | New | Q1 2026 | May 22, 2026 |
| Cypress Capital Group | History | No change | 11,450 | 439 | 0.05% | 0.06% | 943 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TLS Advisors LLC | History | Added to | 11,327 | 435 | 1.03% | 0.53% | 945 | +7,240 | 177.15% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 11,339 | 435 | 0.04% | 0.06% | 946 | +118 | 1.05% | Q1 2026 | Apr 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 11,317 | 434 | 0.04% | 0.08% | 947 | -5,592 | -33.07% | Q1 2026 | Apr 30, 2026 |
| PCG Wealth Advisors, LLC | History | New | 11,258 | 432 | 0.11% | — | 949 | +11,258 | New | Q1 2026 | Apr 28, 2026 |
| Altus Wealth Group LLC | History | Added to | 11,255 | 432 | 0.18% | 0.16% | 948 | +3,052 | 37.21% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 11,201 | 430 | 0.01% | 0.02% | 950 | +260 | 2.38% | Q1 2026 | Apr 22, 2026 |
| Harvest Investment Services, LLC | History | Added to | 11,181 | 429 | 0.08% | 0.05% | 951 | +5,860 | 110.13% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Added to | 10,337 | 429 | 0.01% | 0.02% | 952 | +125 | 1.22% | Q1 2026 | Apr 14, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 11,150 | 428 | 0.13% | 0.18% | 953 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 11,130 | 427 | 0.02% | 0.04% | 954 | -3,345 | -23.11% | Q1 2026 | May 04, 2026 |
| TRB Wealth Management, LLC | History | New | 11,103 | 426 | 0.06% | — | 956 | +11,103 | New | Q1 2026 | May 14, 2026 |
| Wealthquest Corp | History | No change | 8,584 | 426 | 0.03% | 0.03% | 955 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Objectivity Squared, LLC | History | Added to | 11,021 | 423 | 0.27% | 0.25% | 958 | +1,951 | 21.51% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 11,024 | 423 | 0.15% | 0.18% | 957 | +875 | 8.62% | Q1 2026 | Apr 29, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 11,000 | 422 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,891 | 418 | 0.0% | — | 960 | +10,891 | New | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 10,865 | 417 | 0.09% | 0.12% | 961 | +720 | 7.1% | Q1 2026 | Apr 27, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 9,520 | 414 | 0.17% | 0.12% | 962 | +2,801 | 41.69% | Q1 2026 | May 08, 2026 |
| Factor Wealth Management LTD | History | New | 10,760 | 413 | 0.08% | — | 963 | +10,760 | New | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 9,503 | 411 | 0.07% | 0.07% | 964 | +964 | 11.29% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,688 | 410 | 0.02% | 0.02% | 966 | +2,831 | 36.03% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,683 | 410 | 0.06% | 0.07% | 965 | +1,506 | 16.41% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 10,662 | 409 | 0.21% | 0.07% | 967 | +7,949 | 293.0% | Q1 2026 | May 15, 2026 |
| Cannon Global Investment Management, LLC | History | No change | 10,600 | 407 | 0.79% | 1.32% | 968 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 10,592 | 406 | 0.02% | 0.03% | 970 | -1,995 | -15.85% | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,585 | 406 | 0.08% | 0.09% | 969 | +1,970 | 22.87% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 10,552 | 405 | 0.43% | 0.06% | 973 | +9,424 | 835.46% | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | Added to | 8,731 | 405 | 0.05% | 0.02% | 972 | +6,580 | 305.9% | Q1 2026 | May 14, 2026 |
| Colony Family Offices, LLC | History | No change | 10,545 | 405 | 0.1% | 0.13% | 971 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 10,515 | 404 | 0.0% | 0.0% | 974 | +3,011 | 40.13% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 10,510 | 403 | 0.27% | 0.35% | 975 | +65 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 10,487 | 402 | 0.06% | 0.32% | 976 | -32,522 | -75.62% | Q1 2026 | Apr 21, 2026 |
| Flatrock Wealth Partners LLC | History | Reduced | 10,450 | 401 | 0.18% | 0.26% | 977 | -473 | -4.33% | Q1 2026 | Apr 29, 2026 |
| Capital CS Group, LLC | History | New | 10,426 | 400 | 0.82% | — | 978 | +10,426 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 10,410 | 399 | 0.03% | 0.04% | 979 | -938 | -8.27% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 10,410 | 399 | 0.11% | 0.15% | 980 | +100 | 0.97% | Q1 2026 | May 01, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 10,347 | 397 | 0.44% | 0.44% | 982 | +2,189 | 26.83% | Q1 2026 | May 08, 2026 |
| Atwater Malick LLC | History | Added to | 10,337 | 397 | 0.11% | 0.12% | 981 | +1,286 | 14.21% | Q1 2026 | Apr 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 10,325 | 396 | 0.09% | 0.12% | 983 | -368 | -3.44% | Q1 2026 | May 13, 2026 |
| 71 West Capital Partners | History | New | 10,300 | 395 | 0.02% | — | 984 | +10,300 | New | Q1 2026 | May 06, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,259 | 394 | 0.03% | 0.03% | 985 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KWB Wealth | History | Reduced | 7,924 | 393 | 0.04% | 0.04% | 986 | -345 | -4.17% | Q1 2026 | Apr 08, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 10,134 | 389 | 0.11% | 0.12% | 987 | +1,405 | 16.1% | Q1 2026 | Apr 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | New | 10,080 | 387 | 0.11% | — | 988 | +10,080 | New | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 10,054 | 386 | 0.0% | 0.0% | 989 | +4,669 | 86.7% | Q1 2026 | Apr 21, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 10,023 | 385 | 0.02% | 0.02% | 990 | +3,413 | 51.63% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 10,020 | 384 | 0.01% | 0.01% | 991 | +3,238 | 47.74% | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 9,993 | 383 | 0.22% | 0.28% | 992 | +276 | 2.84% | Q1 2026 | May 05, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 9,943 | 382 | 0.3% | 0.38% | 993 | +138 | 1.41% | Q1 2026 | Apr 16, 2026 |
| Shade Tree Advisors LLC | History | New | 9,928 | 381 | 0.27% | — | 996 | +9,928 | New | Q1 2026 | May 12, 2026 |
| L2 Asset Management, LLC | History | Added to | 9,936 | 381 | 0.04% | 0.03% | 995 | +4,968 | 100.0% | Q1 2026 | May 14, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 9,942 | 381 | 0.12% | 0.14% | 994 | +985 | 11.0% | Q1 2026 | Apr 21, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 9,877 | 379 | 0.13% | 0.12% | 998 | +2,687 | 37.37% | Q1 2026 | Apr 21, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 9,867 | 379 | 0.07% | 0.08% | 997 | +2,334 | 30.98% | Q1 2026 | Apr 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 9,874 | 379 | 0.09% | 0.12% | 999 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Veltria Advisors Corp. | History | No change | 8,150 | 377 | 1.25% | 1.92% | 1000 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Planning LLC | History | Reduced | 9,794 | 376 | 0.11% | 0.31% | 1001 | -10,591 | -51.95% | Q1 2026 | Apr 27, 2026 |
| Kintayl Capital LP | History | New | 9,800 | 376 | 0.2% | — | 1002 | +9,800 | New | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | Added to | 9,726 | 373 | 0.21% | 0.2% | 1003 | +2,535 | 35.25% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 9,643 | 370 | 0.01% | 0.02% | 1004 | +1,584 | 19.66% | Q1 2026 | Apr 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,652 | 370 | 0.09% | 0.1% | 1005 | +571 | 6.29% | Q1 2026 | Apr 28, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 8,800 | 370 | 0.21% | 0.27% | 1006 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 9,612 | 369 | 0.03% | 0.03% | 1007 | +2,263 | 30.79% | Q1 2026 | May 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 9,602 | 368 | 0.08% | 0.06% | 1008 | +3,866 | 67.4% | Q1 2026 | Apr 16, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 9,585 | 368 | 0.21% | 0.3% | 1009 | -870 | -8.32% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Added to | 9,573 | 367 | 0.04% | 0.03% | 1012 | +3,097 | 47.82% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,554 | 367 | 0.02% | 0.04% | 1011 | -2,602 | -21.41% | Q1 2026 | Apr 27, 2026 |
| Centennial Advisors, LLC | History | Added to | 9,555 | 367 | 0.47% | 0.49% | 1013 | +2,010 | 26.64% | Q1 2026 | Apr 21, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 8,597 | 367 | 0.03% | 0.04% | 1010 | -300 | -3.37% | Q1 2026 | Apr 20, 2026 |
| VICUS CAPITAL | History | Added to | 9,529 | 366 | 0.03% | 0.03% | 1014 | +1,464 | 18.15% | Q1 2026 | Apr 22, 2026 |
| JB Capital LLC | History | Reduced | 9,505 | 365 | 0.01% | 0.02% | 1016 | -202 | -2.08% | Q1 2026 | Apr 27, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 9,490 | 365 | 0.01% | 0.01% | 1015 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | Reduced | 9,485 | 364 | 0.06% | 0.11% | 1019 | -7,449 | -43.99% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,482 | 364 | 0.02% | 0.03% | 1018 | +5,006 | 111.84% | Q1 2026 | Apr 22, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 9,476 | 364 | 0.24% | 0.36% | 1020 | -857 | -8.29% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,493 | 364 | 0.03% | 0.03% | 1017 | +439 | 4.85% | Q1 2026 | Apr 08, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 9,496 | 364 | 0.22% | 0.32% | 1021 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 9,450 | 363 | 0.03% | 0.02% | 1022 | +4,894 | 107.42% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 9,464 | 363 | 0.06% | 0.06% | 1023 | +1,858 | 24.43% | Q1 2026 | Apr 21, 2026 |
| FARMERS TRUST CO | History | Added to | 9,428 | 362 | 0.06% | 0.06% | 1024 | +1,535 | 19.45% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,419 | 361 | 0.03% | 0.04% | 1025 | -1,079 | -10.28% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,360 | 359 | 0.19% | 0.14% | 1027 | +4,191 | 81.08% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 9,349 | 359 | 0.01% | 0.01% | 1026 | +59 | 0.64% | Q1 2026 | May 04, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 9,325 | 358 | 0.15% | 0.17% | 1028 | +1,086 | 13.18% | Q1 2026 | Apr 23, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 9,299 | 357 | 0.02% | 0.02% | 1029 | +2,038 | 28.07% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,289 | 356 | 0.12% | 0.19% | 1030 | -1,261 | -11.95% | Q1 2026 | Apr 21, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 9,256 | 355 | 0.32% | 0.4% | 1032 | +482 | 5.49% | Q1 2026 | Apr 23, 2026 |
| Biltmore Family Office, LLC | History | Added to | 9,251 | 355 | 0.05% | 0.06% | 1031 | +61 | 0.66% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,218 | 354 | 0.0% | 0.0% | 1033 | +6,652 | 259.24% | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Added to | 9,192 | 353 | 0.35% | 0.38% | 1034 | +1,481 | 19.21% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,169 | 352 | 0.01% | 0.02% | 1035 | +171 | 1.9% | Q1 2026 | May 12, 2026 |
| Citrine Capital LLC | History | New | 9,149 | 351 | 0.15% | — | 1038 | +9,149 | New | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9,161 | 351 | 0.04% | 0.05% | 1037 | +1,782 | 24.15% | Q1 2026 | Apr 23, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 9,341 | 351 | 0.05% | 0.07% | 1036 | -51 | -0.54% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 9,112 | 350 | 0.07% | — | 1039 | +9,112 | New | Q1 2026 | Apr 28, 2026 |
| Embree Financial Group | History | Reduced | 9,091 | 349 | 0.04% | 0.06% | 1040 | -1,028 | -10.16% | Q1 2026 | Apr 23, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 9,070 | 348 | 0.14% | 0.17% | 1041 | +195 | 2.2% | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 9,035 | 347 | 0.2% | — | 1044 | +9,035 | New | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 9,039 | 347 | 0.16% | 0.32% | 1043 | -5,042 | -35.81% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,047 | 347 | 0.01% | 0.01% | 1042 | +3,110 | 52.38% | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,015 | 346 | 0.24% | 0.2% | 1048 | +2,766 | 44.26% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,025 | 346 | 0.02% | 0.02% | 1045 | +2,387 | 35.96% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | Reduced | 9,027 | 346 | 0.01% | 0.02% | 1046 | -2,110 | -18.95% | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 9,015 | 346 | 0.07% | 0.09% | 1047 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Corient IA LLC | History | New | 9,000 | 345 | 0.32% | — | 1050 | +9,000 | New | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 8,996 | 345 | 0.03% | 0.03% | 1049 | +1,936 | 27.42% | Q1 2026 | Apr 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 8,948 | 343 | 0.01% | 0.01% | 1051 | +719 | 8.74% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 8,900 | 341 | 0.04% | — | 1054 | +8,900 | New | Q1 2026 | Apr 24, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 8,887 | 341 | 0.04% | 0.05% | 1052 | +956 | 12.05% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 8,876 | 341 | 0.01% | 0.01% | 1053 | -690 | -7.21% | Q1 2026 | May 13, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 8,857 | 340 | 0.05% | 0.06% | 1057 | -177 | -1.96% | Q1 2026 | Apr 15, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 8,858 | 340 | 0.25% | 0.21% | 1055 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 8,861 | 340 | 0.1% | 0.13% | 1056 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Greenline Partners, LLC | History | Added to | 8,812 | 338 | 0.04% | 0.04% | 1058 | +1,995 | 29.27% | Q1 2026 | May 15, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 8,821 | 338 | 0.26% | 0.33% | 1059 | -46 | -0.52% | Q1 2026 | Apr 20, 2026 |
| WILLNER & HELLER, LLC | History | No change | 8,786 | 337 | 0.25% | 0.31% | 1060 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 8,764 | 336 | 0.12% | 0.19% | 1061 | -1,835 | -17.31% | Q1 2026 | May 06, 2026 |
| Midwest Financial Group LLC | History | Reduced | 8,721 | 335 | 0.14% | 0.21% | 1062 | -819 | -8.58% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 8,691 | 333 | 0.03% | — | 1065 | +8,691 | New | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 8,691 | 333 | 0.02% | 0.02% | 1064 | +2,429 | 38.79% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,693 | 333 | 0.02% | 0.03% | 1063 | +1,089 | 14.32% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 8,646 | 332 | 0.01% | 0.01% | 1066 | +650 | 8.13% | Q1 2026 | May 08, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 8,658 | 332 | 0.2% | 0.27% | 1067 | -200 | -2.26% | Q1 2026 | Apr 07, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 8,661 | 332 | 0.25% | 0.33% | 1068 | -25 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 8,630 | 331 | 0.18% | — | 1070 | +8,630 | New | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | History | Added to | 8,616 | 331 | 0.02% | 0.02% | 1069 | +3,144 | 57.46% | Q1 2026 | Apr 20, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,598 | 330 | 0.11% | 0.14% | 1071 | +816 | 10.49% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 8,589 | 329 | 0.03% | 0.04% | 1072 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 8,546 | 328 | 0.07% | — | 1074 | +8,546 | New | Q1 2026 | May 11, 2026 |
| Optas, LLC | History | Added to | 8,544 | 328 | 0.05% | 0.03% | 1073 | +4,272 | 100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Group Ltd | History | Reduced | 8,535 | 327 | 0.07% | 0.14% | 1076 | -4,389 | -33.96% | Q1 2026 | Apr 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 8,530 | 327 | 0.01% | 0.01% | 1075 | +1,900 | 28.66% | Q1 2026 | May 15, 2026 |
| Crew Capital Management, Ltd | History | Added to | 8,490 | 326 | 0.22% | 0.26% | 1078 | +256 | 3.11% | Q1 2026 | Apr 22, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,568 | 326 | 0.04% | 0.04% | 1077 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 8,545 | 324 | 0.03% | 0.03% | 1079 | +1,541 | 22.0% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 8,395 | 322 | 0.07% | 0.08% | 1081 | +1,152 | 15.91% | Q1 2026 | Apr 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 8,382 | 322 | 0.11% | 0.14% | 1080 | -197 | -2.3% | Q1 2026 | Apr 21, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,378 | 321 | 0.0% | 0.02% | 1082 | -93,972 | -91.81% | Q1 2026 | May 08, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 8,381 | 321 | 0.04% | 0.05% | 1083 | -498 | -5.61% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 8,347 | 320 | 0.03% | 0.04% | 1084 | +168 | 2.05% | Q1 2026 | May 07, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 8,322 | 319 | 0.21% | 0.23% | 1085 | +1,630 | 24.36% | Q1 2026 | Apr 09, 2026 |
| Mainstream Capital Management LLC | History | No change | 8,284 | 318 | 0.21% | 0.27% | 1086 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FSA Investment Group, LLC | History | Reduced | 8,239 | 316 | 0.13% | 0.69% | 1087 | -14,412 | -63.63% | Q1 2026 | Apr 21, 2026 |
| Noble Wealth Management PBC | History | Added to | 8,155 | 313 | 0.16% | — | 1090 | +8,150 | 163000.0% | Q1 2026 | Apr 02, 2026 |
| Perennial Advisors, LLC | History | Reduced | 8,155 | 313 | 0.05% | 0.08% | 1088 | -1,260 | -13.38% | Q1 2026 | Apr 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 8,150 | 313 | 0.09% | 0.12% | 1089 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | Added to | 8,135 | 312 | 0.08% | 0.06% | 1092 | +3,399 | 71.77% | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | Added to | 8,142 | 312 | 0.0% | 0.0% | 1091 | +93 | 1.16% | Q1 2026 | Apr 20, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 8,116 | 311 | 0.04% | 0.06% | 1093 | -2,197 | -21.3% | Q1 2026 | May 04, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 8,104 | 311 | 0.01% | 0.01% | 1095 | +895 | 12.42% | Q1 2026 | Apr 10, 2026 |
| RMR Wealth Builders | History | Reduced | 8,108 | 311 | 0.02% | 0.03% | 1094 | -198 | -2.38% | Q1 2026 | Apr 22, 2026 |
| MAYPORT, LLC | History | No change | 8,119 | 311 | 0.06% | 0.08% | 1096 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 8,078 | 310 | 0.02% | 0.02% | 1097 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Permanent Capital Management, LP | History | Added to | 7,142 | 309 | 0.05% | 0.06% | 1098 | +1,375 | 23.84% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,032 | 308 | 0.1% | 0.08% | 1099 | +3,459 | 75.64% | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 7,998 | 307 | 0.03% | 0.02% | 1100 | +3,578 | 80.95% | Q1 2026 | May 11, 2026 |
| Wealth Management Partners, LLC | History | Added to | 8,015 | 307 | 0.09% | 0.09% | 1101 | +1,469 | 22.44% | Q1 2026 | Apr 17, 2026 |
| Linscomb Wealth, Inc. | History | New | 7,985 | 306 | 0.01% | — | 1103 | +7,985 | New | Q1 2026 | May 11, 2026 |
| Atlas Legacy Advisors, LLC | History | New | 7,879 | 306 | 0.06% | — | 1104 | +7,879 | New | Q1 2026 | May 11, 2026 |
| Detalus Advisors, LLC | History | Added to | 7,970 | 306 | 0.07% | 0.09% | 1102 | +189 | 2.43% | Q1 2026 | Apr 22, 2026 |
| Chemistry Wealth Management LLC | History | New | 7,935 | 304 | 0.05% | — | 1105 | +7,935 | New | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 7,885 | 302 | 0.08% | 0.09% | 1106 | +934 | 13.44% | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 7,845 | 301 | 0.03% | — | 1107 | +7,845 | New | Q1 2026 | May 11, 2026 |
| CMH Wealth Management LLC | History | New | 7,799 | 299 | 0.05% | — | 1109 | +7,799 | New | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,802 | 299 | 0.01% | 0.02% | 1108 | -3,155 | -28.79% | Q1 2026 | Apr 28, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 7,773 | 298 | 0.11% | 0.14% | 1110 | +24 | 0.31% | Q1 2026 | Apr 14, 2026 |
| Fortis Capital Management LLC | History | Reduced | 7,754 | 297 | 0.03% | 0.05% | 1111 | -12 | -0.15% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,718 | 296 | 0.03% | 0.05% | 1113 | -1,452 | -15.83% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 7,719 | 296 | 0.01% | 0.01% | 1112 | +204 | 2.71% | Q1 2026 | May 07, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 7,659 | 294 | 0.2% | 0.23% | 1116 | +1,163 | 17.9% | Q1 2026 | Apr 21, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 7,671 | 294 | 0.05% | 0.07% | 1115 | +307 | 4.17% | Q1 2026 | May 05, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 7,658 | 294 | 0.06% | 0.08% | 1114 | +136 | 1.81% | Q1 2026 | May 04, 2026 |
| PUREfi Wealth, LLC | History | Added to | 7,593 | 291 | 0.19% | 0.17% | 1117 | +3,193 | 72.57% | Q1 2026 | Apr 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 7,569 | 290 | 0.08% | 0.1% | 1118 | +299 | 4.11% | Q1 2026 | Apr 28, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 7,511 | 289 | 0.01% | 0.02% | 1120 | -1,725 | -18.68% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,821 | 289 | 0.02% | 0.02% | 1119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DCF Advisers, LLC | History | New | 7,500 | 288 | 0.08% | — | 1122 | +7,500 | New | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | Added to | 7,497 | 288 | 0.07% | 0.07% | 1121 | +1,446 | 23.9% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,477 | 287 | 0.01% | 0.01% | 1123 | +845 | 12.74% | Q1 2026 | Apr 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 7,446 | 286 | 0.06% | 0.04% | 1127 | +2,511 | 50.88% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 7,455 | 286 | 0.02% | 0.02% | 1126 | +1,060 | 16.58% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 7,456 | 286 | 0.0% | 0.0% | 1124 | -830 | -10.02% | Q1 2026 | May 14, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 7,447 | 286 | 0.15% | 0.17% | 1128 | -239 | -3.11% | Q1 2026 | Apr 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 7,450 | 286 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 7,420 | 285 | 0.01% | 0.01% | 1129 | -469 | -5.94% | Q1 2026 | May 13, 2026 |
| Fire Capital Management LLC | History | No change | 7,418 | 285 | 0.13% | 0.18% | 1130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 7,415 | 284 | 0.01% | 0.03% | 1131 | -9,451 | -56.04% | Q1 2026 | May 06, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 7,413 | 284 | 0.18% | 0.22% | 1133 | -160 | -2.11% | Q1 2026 | Apr 23, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,735 | 284 | 0.04% | 0.04% | 1132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 7,361 | 282 | 0.01% | — | 1134 | +7,361 | New | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,320 | 281 | 0.03% | 0.03% | 1135 | +1,795 | 32.49% | Q1 2026 | Apr 15, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 7,339 | 281 | 0.07% | 0.07% | 1136 | +1,574 | 27.3% | Q1 2026 | Apr 09, 2026 |
| JGP Wealth Management, LLC | History | Added to | 7,292 | 280 | 0.03% | 0.04% | 1137 | +105 | 1.46% | Q1 2026 | Apr 08, 2026 |
| Benin Management CORP | History | Added to | 7,270 | 279 | 0.06% | 0.08% | 1138 | +60 | 0.83% | Q1 2026 | Apr 10, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 7,236 | 278 | 0.09% | 0.14% | 1139 | -548 | -7.04% | Q1 2026 | Apr 20, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,225 | 277 | 0.21% | 0.26% | 1141 | +52 | 0.72% | Q1 2026 | May 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 7,221 | 277 | 0.09% | 0.11% | 1140 | -10 | -0.14% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | New | 7,180 | 275 | 0.07% | — | 1144 | +7,180 | New | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,183 | 275 | 0.02% | 0.03% | 1142 | +800 | 12.53% | Q1 2026 | May 07, 2026 |
| Asempa Wealth Advisors | History | Added to | 7,133 | 275 | 0.24% | 0.28% | 1143 | +596 | 9.12% | Q1 2026 | Apr 08, 2026 |
| Blue Chip Partners, LLC | History | New | 7,150 | 274 | 0.02% | — | 1146 | +7,150 | New | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 7,145 | 274 | 0.02% | 0.02% | 1145 | +2,760 | 62.94% | Q1 2026 | May 07, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 7,130 | 273 | 0.02% | 0.03% | 1148 | -915 | -11.37% | Q1 2026 | May 07, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 5,107 | 273 | 0.25% | 0.25% | 1147 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LGL PARTNERS, LLC | History | Added to | 7,078 | 271 | 0.11% | 0.11% | 1150 | +2,091 | 41.93% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,056 | 271 | 0.02% | 0.02% | 1149 | -126 | -1.75% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,030 | 270 | 0.01% | 0.01% | 1151 | +1,557 | 28.45% | Q1 2026 | May 11, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 7,011 | 269 | 0.26% | 0.38% | 1152 | -1,404 | -16.68% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Reduced | 6,985 | 268 | 0.03% | 0.05% | 1153 | -510 | -6.8% | Q1 2026 | Apr 10, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 5,976 | 267 | 0.04% | 0.13% | 1154 | -10,938 | -64.67% | Q1 2026 | Apr 23, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,958 | 267 | 0.11% | 0.11% | 1156 | +1,984 | 39.89% | Q1 2026 | Apr 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 6,776 | 267 | 0.03% | 0.05% | 1157 | +373 | 5.83% | Q1 2026 | Apr 10, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 6,971 | 267 | 0.13% | 0.17% | 1155 | +100 | 1.46% | Q1 2026 | Apr 22, 2026 |
| RB Capital Management, LLC | History | Added to | 6,925 | 266 | 0.06% | 0.05% | 1158 | +1,494 | 27.51% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 6,878 | 264 | 0.01% | — | 1159 | +6,878 | New | Q1 2026 | Apr 24, 2026 |
| Crumly & Associates Inc. | History | New | 6,876 | 264 | 0.06% | — | 1160 | +6,876 | New | Q1 2026 | Apr 02, 2026 |
| Balboa Wealth Partners | History | Added to | 6,841 | 262 | 0.04% | 0.04% | 1161 | +1,457 | 27.06% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,772 | 261 | 0.0% | 0.0% | 1163 | +1,486 | 28.11% | Q1 2026 | May 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 6,817 | 261 | 0.02% | 0.02% | 1162 | +1,050 | 18.21% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,754 | 260 | 0.04% | 0.04% | 1164 | +2,147 | 46.6% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,757 | 259 | 0.01% | 0.01% | 1165 | -1,867 | -21.65% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | New | 6,735 | 258 | 0.02% | — | 1167 | +6,735 | New | Q1 2026 | May 06, 2026 |
| United Asset Strategies, Inc. | History | Added to | 6,734 | 258 | 0.02% | 0.02% | 1166 | +819 | 13.85% | Q1 2026 | Apr 29, 2026 |
| FWG Holdings, LLC | History | Reduced | 6,510 | 257 | 0.1% | 0.77% | 1169 | -22,063 | -77.22% | Q1 2026 | Apr 13, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 6,699 | 257 | 0.18% | 0.26% | 1172 | -750 | -10.07% | Q1 2026 | Apr 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 6,704 | 257 | 0.03% | 0.03% | 1171 | +640 | 10.55% | Q1 2026 | May 12, 2026 |
| UNITED BANK | History | No change | 6,693 | 257 | 0.03% | 0.04% | 1168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 6,696 | 257 | 0.1% | 0.12% | 1170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Added to | 6,682 | 256 | 0.04% | 0.05% | 1173 | +75 | 1.14% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 6,634 | 254 | 0.12% | 0.09% | 1174 | +1,562 | 30.8% | Q1 2026 | May 05, 2026 |
| Sidoxia Capital Management, LLC | History | New | 6,608 | 253 | 0.22% | — | 1177 | +6,608 | New | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,609 | 253 | 0.0% | 0.0% | 1176 | +211 | 3.3% | Q1 2026 | Apr 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 6,588 | 253 | 0.0% | 0.0% | 1175 | -125 | -1.86% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | New | 11,176 | 252 | 0.15% | — | 1180 | +11,176 | New | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 6,568 | 252 | 0.06% | 0.17% | 1179 | -8,484 | -56.36% | Q1 2026 | May 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 6,573 | 252 | 0.03% | 0.03% | 1178 | +1,837 | 38.79% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Management | History | Added to | 6,550 | 251 | 0.29% | 0.29% | 1182 | +1,316 | 25.14% | Q1 2026 | Apr 22, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 6,556 | 251 | 0.13% | 0.16% | 1181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | New | 6,532 | 250 | 0.07% | — | 1183 | +6,532 | New | Q1 2026 | Apr 20, 2026 |
| MBA Advisors LLC | History | Added to | 6,498 | 249 | 0.1% | 0.11% | 1185 | +1,055 | 19.38% | Q1 2026 | Apr 20, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 6,486 | 249 | 0.14% | 0.21% | 1184 | -1,020 | -13.59% | Q1 2026 | Apr 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,470 | 248 | 0.03% | 0.09% | 1186 | -4,172 | -39.2% | Q1 2026 | May 08, 2026 |
| Diesslin Group, Inc. | History | No change | 6,479 | 248 | 0.11% | 0.13% | 1187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,748 | 245 | 0.01% | 0.02% | 1189 | -3,402 | -37.18% | Q1 2026 | Apr 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 6,393 | 245 | 0.0% | 0.0% | 1188 | -170 | -2.59% | Q1 2026 | Apr 22, 2026 |
| Austin Private Wealth, LLC | History | No change | 4,946 | 245 | 0.02% | 0.02% | 1190 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 6,376 | 244 | 0.13% | 0.17% | 1191 | +46 | 0.73% | Q1 2026 | Apr 10, 2026 |
| North Star Investment Management Corp. | History | Added to | 6,340 | 243 | 0.01% | 0.02% | 1192 | +340 | 5.67% | Q1 2026 | Apr 23, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 6,326 | 243 | 0.17% | 0.24% | 1195 | -70 | -1.09% | Q1 2026 | May 19, 2026 |
| Trust Point Inc. | History | No change | 6,344 | 243 | 0.02% | 0.02% | 1193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Holistic Financial Partners | History | No change | 6,337 | 243 | 0.09% | 0.11% | 1194 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 6,315 | 242 | 0.02% | 0.02% | 1196 | +1,501 | 31.18% | Q1 2026 | Apr 16, 2026 |
| WP Advisors, LLC | History | Reduced | 6,303 | 242 | 0.06% | 0.09% | 1197 | -849 | -11.87% | Q1 2026 | May 04, 2026 |
| August Group Capital Ltd | History | Added to | 6,299 | 242 | 0.28% | 0.32% | 1198 | +398 | 6.74% | Q1 2026 | May 14, 2026 |
| TritonPoint Partners, LLC | History | Added to | 6,293 | 241 | 0.09% | 0.15% | 1202 | +750 | 13.53% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Added to | 6,275 | 241 | 0.0% | 0.0% | 1199 | +580 | 10.18% | Q1 2026 | May 08, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 6,297 | 241 | 0.16% | 0.22% | 1201 | -147 | -2.28% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,869 | 241 | 0.07% | 0.07% | 1200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | New | 6,251 | 240 | 0.02% | — | 1205 | +6,251 | New | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 6,262 | 240 | 0.03% | 0.03% | 1203 | +1,958 | 45.49% | Q1 2026 | May 13, 2026 |
| Quattro Advisors LLC | History | Reduced | 6,250 | 240 | 0.21% | 0.26% | 1204 | -391 | -5.89% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 6,222 | 239 | 0.02% | 0.02% | 1207 | +677 | 12.21% | Q1 2026 | May 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 6,224 | 239 | 0.0% | 0.0% | 1206 | +599 | 10.65% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 6,243 | 239 | 0.03% | 0.04% | 1208 | -368 | -5.57% | Q1 2026 | Apr 27, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 6,218 | 238 | 0.03% | 0.03% | 1210 | +2,065 | 49.72% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 6,202 | 238 | 0.04% | 0.05% | 1209 | +825 | 15.34% | Q1 2026 | Apr 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,169 | 237 | 0.01% | 0.01% | 1212 | +825 | 15.44% | Q1 2026 | Apr 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,185 | 237 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Significant Wealth Partners LLC | History | New | 6,165 | 236 | 0.29% | — | 1213 | +6,165 | New | Q1 2026 | Apr 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 6,138 | 235 | 0.04% | 0.04% | 1214 | +805 | 15.09% | Q1 2026 | Apr 22, 2026 |
| DGS Capital Management, LLC | History | Added to | 6,106 | 234 | 0.04% | 0.05% | 1217 | +175 | 2.95% | Q1 2026 | Apr 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 6,100 | 234 | 0.02% | 0.03% | 1215 | -65 | -1.05% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | No change | 6,106 | 234 | 0.02% | 0.03% | 1216 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Integrity Investment Advisors, LLC | History | New | 6,067 | 233 | 0.13% | — | 1219 | +6,067 | New | Q1 2026 | Apr 29, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 6,090 | 233 | 0.01% | 0.01% | 1218 | +556 | 10.05% | Q1 2026 | May 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 6,060 | 232 | 0.01% | 0.02% | 1220 | +88 | 1.47% | Q1 2026 | Apr 17, 2026 |
| Fusion Capital, LLC | History | Added to | 5,993 | 230 | 0.06% | 0.07% | 1221 | +1,000 | 20.03% | Q1 2026 | May 13, 2026 |
| 6th Street Advisors, LLC | History | New | 5,978 | 229 | 0.14% | — | 1223 | +5,978 | New | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 5,971 | 229 | 0.03% | 0.03% | 1222 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 5,949 | 228 | 0.07% | 0.08% | 1224 | +1,134 | 23.55% | Q1 2026 | May 01, 2026 |
| Presidio Capital Management, LLC | History | Added to | 5,923 | 227 | 0.07% | 0.07% | 1226 | +1,504 | 34.03% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,933 | 227 | 0.01% | 0.02% | 1225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 5,886 | 226 | 0.05% | 0.06% | 1229 | -927 | -13.61% | Q1 2026 | Apr 08, 2026 |
| OLIO Financial Planning | History | Added to | 5,902 | 226 | 0.06% | 0.07% | 1228 | +527 | 9.8% | Q1 2026 | Apr 14, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 5,900 | 226 | 0.07% | 0.09% | 1227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LCM Capital Management Inc | History | Reduced | 5,880 | 225 | 0.11% | 0.19% | 1230 | -1,940 | -24.81% | Q1 2026 | Apr 21, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 5,832 | 224 | 0.14% | 0.22% | 1232 | -1,181 | -16.84% | Q1 2026 | May 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,528 | 224 | 0.01% | 0.01% | 1231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 5,823 | 223 | 0.09% | 0.14% | 1234 | -759 | -11.53% | Q1 2026 | Apr 21, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 5,808 | 223 | 0.24% | 0.34% | 1235 | -506 | -8.01% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 5,825 | 223 | 0.01% | 0.01% | 1233 | +485 | 9.08% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,797 | 222 | 0.05% | 0.06% | 1236 | +10 | 0.17% | Q1 2026 | May 08, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 5,767 | 221 | 0.03% | 0.18% | 1237 | -18,476 | -76.21% | Q1 2026 | May 04, 2026 |
| Abundance Wealth Counselors | History | New | 5,727 | 220 | 0.03% | — | 1240 | +5,727 | New | Q1 2026 | Apr 22, 2026 |
| First City Capital Management, Inc. | History | Added to | 5,731 | 220 | 0.12% | 0.13% | 1239 | +900 | 18.63% | Q1 2026 | Apr 17, 2026 |
| 1ST SOURCE BANK | History | Added to | 5,750 | 220 | 0.01% | 0.01% | 1238 | +725 | 14.43% | Q1 2026 | May 04, 2026 |
| HOWE & RUSLING INC | History | New | 5,720 | 219 | 0.01% | — | 1241 | +5,720 | New | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | New | 5,679 | 218 | 0.01% | — | 1242 | +5,679 | New | Q1 2026 | May 14, 2026 |
| WEXFORD CAPITAL LP | History | New | 5,632 | 216 | 0.03% | — | 1244 | +5,632 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 5,636 | 216 | 0.0% | 0.0% | 1243 | -3,500 | -38.31% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | New | 5,608 | 215 | 0.05% | — | 1246 | +5,608 | New | Q1 2026 | Apr 14, 2026 |
| ARWA LLC | History | New | 5,269 | 215 | 0.11% | — | 1247 | +5,269 | New | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,334 | 215 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ArchPoint Investors | History | No change | 5,589 | 214 | 0.05% | 0.07% | 1248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 5,533 | 212 | 0.02% | 0.05% | 1249 | -3,676 | -39.92% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 5,534 | 212 | 0.03% | 0.04% | 1250 | -526 | -8.68% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,542 | 212 | 0.02% | 0.02% | 1251 | +338 | 6.5% | Q1 2026 | May 04, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 5,525 | 212 | 0.1% | 0.12% | 1252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | New | 5,496 | 211 | 0.06% | — | 1254 | +5,496 | New | Q1 2026 | May 01, 2026 |
| Financial Planning Navigators CORP | History | Added to | 5,516 | 211 | 0.09% | 0.11% | 1253 | +860 | 18.47% | Q1 2026 | Apr 21, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 5,470 | 210 | 0.09% | 0.1% | 1256 | +838 | 18.09% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,468 | 210 | 0.0% | 0.0% | 1255 | -390 | -6.66% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | New | 5,459 | 209 | 0.06% | — | 1257 | +5,459 | New | Q1 2026 | May 11, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 5,453 | 209 | 0.21% | — | 1258 | +5,453 | New | Q1 2026 | Apr 21, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 5,436 | 208 | 0.04% | 0.06% | 1259 | -804 | -12.88% | Q1 2026 | May 04, 2026 |
| Pacific Asset Management, LLC | History | Added to | 5,412 | 207 | 0.12% | 0.13% | 1262 | +1,190 | 28.19% | Q1 2026 | May 01, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 5,400 | 207 | 0.11% | 0.15% | 1260 | -2 | -0.04% | Q1 2026 | May 07, 2026 |
| Claret Asset Management Corp | History | No change | 5,375 | 207 | 0.02% | 0.03% | 1261 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OneAscent Family Office, LLC | History | No change | 5,405 | 207 | 0.14% | 0.18% | 1263 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 5,371 | 206 | 0.11% | — | 1265 | +5,371 | New | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | No change | 5,375 | 206 | 0.0% | 0.0% | 1264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 5,347 | 205 | 0.08% | 0.11% | 1266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 5,326 | 204 | 0.04% | 0.19% | 1267 | -14,788 | -73.52% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 5,329 | 204 | 0.01% | — | 1268 | +5,329 | New | Q1 2026 | May 11, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,321 | 204 | 0.18% | — | 1269 | +5,321 | New | Q1 2026 | Apr 27, 2026 |
| ENTREWEALTH, LLC | History | New | 5,309 | 203 | 0.09% | — | 1273 | +5,309 | New | Q1 2026 | May 14, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 5,290 | 203 | 0.12% | 0.17% | 1272 | -100 | -1.86% | Q1 2026 | Apr 20, 2026 |
| Signature Wealth Management Group | History | No change | 5,307 | 203 | 0.08% | 0.11% | 1270 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Keystone Financial Services | History | No change | 5,284 | 203 | 0.06% | 0.08% | 1271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,274 | 202 | 0.1% | 0.21% | 1276 | -5,728 | -52.06% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,258 | 202 | 0.01% | 0.01% | 1275 | +1,628 | 44.85% | Q1 2026 | Apr 28, 2026 |
| Miller Financial Services LLC | History | Added to | 5,271 | 202 | 0.22% | 0.23% | 1277 | +1,236 | 30.63% | Q1 2026 | May 01, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 5,282 | 202 | 0.02% | 0.02% | 1274 | +630 | 13.54% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 5,242 | 201 | 0.02% | 0.11% | 1278 | -13,188 | -71.56% | Q1 2026 | Apr 17, 2026 |
| MPS Loria Financial Planners, LLC | History | New | 5,241 | 201 | 0.05% | — | 1280 | +5,241 | New | Q1 2026 | May 08, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 5,250 | 201 | 0.03% | 0.03% | 1279 | +1,185 | 29.15% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,214 | 200 | 0.03% | 0.04% | 1281 | +107 | 2.1% | Q1 2026 | Apr 24, 2026 |
| Cedarwood Wealth LLC | History | Added to | 5,214 | 200 | 0.2% | 0.29% | 1283 | +50 | 0.97% | Q1 2026 | May 05, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,207 | 200 | 0.06% | 0.08% | 1282 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 5,195 | 199 | 0.03% | 0.03% | 1284 | +100 | 1.96% | Q1 2026 | Apr 28, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 5,034 | 193 | 0.17% | 0.37% | 1285 | +2 | 0.04% | Q1 2026 | May 11, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 5,000 | 192 | 0.18% | — | 1286 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,766 | 183 | 0.06% | 0.1% | 1287 | -682 | -12.52% | Q1 2026 | Apr 23, 2026 |
| Independence Bank of Kentucky | History | Reduced | 4,706 | 180 | 0.02% | 0.11% | 1288 | -12,417 | -72.52% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4,688 | 180 | 0.05% | — | 1289 | +4,688 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,538 | 174 | 0.01% | 0.01% | 1290 | +1,499 | 49.33% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,488 | 172 | 0.04% | — | 1291 | +4,488 | New | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 4,486 | 172 | 0.05% | — | 1292 | +4,486 | New | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Added to | 4,469 | 171 | 0.0% | 0.0% | 1293 | +17 | 0.38% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 4,542 | 170 | 0.14% | 0.13% | 1294 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Nemes Rush Group LLC | History | Added to | 4,411 | 169 | 0.02% | 0.01% | 1296 | +1,701 | 62.77% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Reduced | 4,411 | 169 | 0.01% | 0.01% | 1295 | -572 | -11.48% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4,340 | 166 | 0.04% | 0.05% | 1297 | +102 | 2.41% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 4,246 | 163 | 0.1% | — | 1298 | +4,246 | New | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,227 | 162 | 0.01% | 0.01% | 1299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,139 | 159 | 0.01% | 0.01% | 1300 | +475 | 12.96% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 4,084 | 156 | 0.04% | 0.01% | 1301 | +3,174 | 348.79% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 4,019 | 154 | 0.01% | — | 1304 | +4,019 | New | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 4,012 | 154 | 0.04% | 0.04% | 1303 | +895 | 28.71% | Q1 2026 | Apr 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 4,009 | 154 | 0.08% | 0.1% | 1302 | +8 | 0.2% | Q1 2026 | Apr 22, 2026 |
| Franchise GP Ltd | History | No change | 3,993 | 153 | 0.06% | 0.22% | 1305 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 3,840 | 147 | 0.09% | 0.12% | 1306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,796 | 145 | 0.0% | — | 1307 | +3,796 | New | Q1 2026 | May 15, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 3,664 | 140 | 0.06% | 0.07% | 1308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 3,623 | 139 | 0.02% | 0.02% | 1309 | +302 | 9.09% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,603 | 138 | 0.02% | 0.02% | 1310 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Added to | 3,587 | 136 | 0.04% | 0.03% | 1311 | +1,429 | 66.22% | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 3,518 | 135 | 0.03% | — | 1313 | +3,518 | New | Q1 2026 | May 08, 2026 |
| Winch Advisory Services, LLC | History | No change | 3,537 | 135 | 0.03% | 0.04% | 1312 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mechanics Financial Corp | History | No change | 3,500 | 134 | 0.06% | 0.06% | 1314 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Colonial Trust Co / SC | History | No change | 3,500 | 134 | 0.02% | 0.02% | 1315 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | Added to | 3,460 | 132 | 0.01% | 0.02% | 1316 | +225 | 6.96% | Q1 2026 | Apr 28, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 3,405 | 130 | 0.1% | 0.13% | 1317 | +296 | 9.52% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 3,346 | 128 | 0.0% | 0.0% | 1318 | +1,436 | 75.18% | Q1 2026 | May 07, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 3,324 | 128 | 0.03% | 0.03% | 1320 | +930 | 38.85% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,341 | 128 | 0.02% | 0.02% | 1319 | +200 | 6.37% | Q1 2026 | Apr 21, 2026 |
| Horiko Capital Management LLC | History | New | 3,280 | 126 | 0.03% | — | 1322 | +3,280 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 3,285 | 126 | 0.03% | 0.03% | 1321 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | No change | 3,266 | 125 | 0.02% | 0.03% | 1323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,194 | 122 | 0.01% | 0.01% | 1324 | +433 | 15.68% | Q1 2026 | Apr 14, 2026 |
| Kozak & Associates, Inc. | History | New | 2,918 | 121 | 0.02% | — | 1327 | +2,918 | New | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,151 | 121 | 0.01% | 0.01% | 1326 | -82 | -2.54% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 3,150 | 121 | 0.01% | 0.01% | 1325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,119 | 119 | 0.0% | 0.01% | 1328 | -1,600 | -33.91% | Q1 2026 | May 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 3,100 | 119 | 0.04% | 0.03% | 1330 | +1,070 | 52.71% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 3,119 | 119 | 0.05% | 0.06% | 1329 | +595 | 23.57% | Q1 2026 | May 01, 2026 |
| Imprint Wealth LLC | History | Added to | 3,022 | 116 | 0.53% | 0.37% | 1331 | +1,413 | 87.82% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | No change | 3,000 | 115 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 2,969 | 114 | 0.02% | 0.03% | 1333 | +139 | 4.91% | Q1 2026 | Apr 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 2,963 | 113 | 0.03% | 0.05% | 1335 | -1,110 | -27.25% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,955 | 113 | 0.03% | 0.04% | 1334 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,936 | 112 | 0.07% | — | 1337 | +2,936 | New | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,930 | 112 | 0.04% | 0.06% | 1336 | +2 | 0.07% | Q1 2026 | Apr 17, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 2,803 | 107 | 0.07% | 0.1% | 1338 | +20 | 0.72% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,746 | 105 | 0.02% | 0.02% | 1339 | +190 | 7.43% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | No change | 2,754 | 105 | 0.04% | 0.05% | 1340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 2,295 | 104 | 0.0% | 0.0% | 1342 | +1,200 | 109.59% | Q1 2026 | May 06, 2026 |
| Gold Investment Management Ltd. | History | No change | 2,723 | 104 | 0.03% | 0.04% | 1341 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Luminist Capital LLC | History | Added to | 2,698 | 103 | 0.14% | 0.16% | 1343 | +125 | 4.86% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 2,607 | 100 | 0.02% | 0.04% | 1344 | -1,739 | -40.01% | Q1 2026 | Apr 06, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 2,600 | 99 | 0.02% | 0.02% | 1345 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,598 | 99 | 0.0% | 0.0% | 1346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,564 | 98 | 0.03% | 0.07% | 1347 | -1,855 | -41.98% | Q1 2026 | Apr 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,516 | 96 | 0.03% | — | 1350 | +2,516 | New | Q1 2026 | Apr 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 2,500 | 96 | 0.03% | 0.04% | 1348 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 2,509 | 96 | 0.01% | 0.01% | 1349 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 2,487 | 95 | 0.04% | 0.05% | 1351 | +187 | 8.13% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 2,423 | 93 | 0.03% | 0.04% | 1352 | +113 | 4.89% | Q1 2026 | May 08, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 2,383 | 91 | 0.02% | 0.01% | 1353 | +1,194 | 100.42% | Q1 2026 | May 04, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,345 | 90 | 0.03% | 0.03% | 1356 | +649 | 38.27% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,345 | 90 | 0.03% | 0.04% | 1354 | +166 | 7.62% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 2,343 | 90 | 0.02% | 0.03% | 1355 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Napier Financial, LLC | History | New | 2,338 | 89 | 0.02% | — | 1358 | +2,338 | New | Q1 2026 | May 05, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 2,321 | 89 | 0.03% | 0.04% | 1357 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 2,307 | 88 | 0.02% | 0.03% | 1359 | -1,841 | -44.38% | Q1 2026 | Apr 22, 2026 |
| Horrell Capital Management, Inc. | History | No change | 2,257 | 86 | 0.04% | 0.05% | 1360 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | Added to | 2,195 | 84 | 0.01% | 0.01% | 1361 | +31 | 1.43% | Q1 2026 | Apr 03, 2026 |
| EMC Capital Management | History | No change | 1,643 | 84 | 0.04% | 0.04% | 1362 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| DT Investment Partners, LLC | History | Reduced | 2,169 | 83 | 0.01% | 0.03% | 1363 | -4,345 | -66.7% | Q1 2026 | May 14, 2026 |
| Portus Wealth Advisors, LLC | History | New | 2,143 | 82 | 0.08% | — | 1365 | +2,143 | New | Q1 2026 | Apr 22, 2026 |
| Axiom Investment Management LLC | History | New | 2,135 | 82 | 0.06% | — | 1364 | +2,135 | New | Q1 2026 | May 26, 2026 |
| Triumph Capital Management | History | Added to | 2,111 | 81 | 0.02% | 0.02% | 1366 | +419 | 24.76% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Reduced | 2,077 | 79 | 0.01% | 0.01% | 1368 | -900 | -30.23% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,068 | 79 | 0.06% | 0.08% | 1370 | +37 | 1.82% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | No change | 2,076 | 79 | 0.0% | 0.0% | 1367 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | No change | 2,065 | 79 | 0.02% | 0.02% | 1369 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 2,017 | 77 | 0.0% | 0.0% | 1371 | +1,075 | 114.12% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,030 | 77 | 0.05% | 0.07% | 1372 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 2,000 | 76 | 0.0% | 0.01% | 1373 | -450 | -18.37% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,939 | 74 | 0.0% | 0.02% | 1374 | -3,519 | -64.47% | Q1 2026 | May 05, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 1,848 | 71 | 0.06% | 0.06% | 1375 | -455 | -19.76% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 1,822 | 70 | 0.01% | 0.01% | 1376 | +928 | 103.8% | Q1 2026 | May 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,807 | 69 | 0.0% | — | 1378 | +1,807 | New | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | Added to | 1,804 | 69 | 0.0% | 0.0% | 1377 | +371 | 25.89% | Q1 2026 | May 14, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 1,755 | 67 | 0.03% | 0.01% | 1379 | +1,400 | 394.37% | Q1 2026 | Apr 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,735 | 66 | 0.0% | 0.0% | 1380 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Key Capital Management, INC | History | Added to | 1,709 | 65 | 0.04% | 0.02% | 1381 | +1,187 | 227.39% | Q1 2026 | May 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 1,690 | 64 | 0.0% | — | 1382 | +1,690 | New | Q1 2026 | May 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,661 | 63 | 0.02% | 0.02% | 1383 | -68 | -3.93% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Reduced | 1,635 | 62 | 0.01% | 0.01% | 1384 | -875 | -34.86% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,592 | 61 | 0.01% | 0.11% | 1386 | -15,248 | -90.55% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Added to | 1,613 | 61 | 0.04% | 0.02% | 1385 | +1,000 | 163.13% | Q1 2026 | May 13, 2026 |
| Spurstone Advisory Services, LLC | History | New | 1,585 | 60 | 1.03% | — | 1388 | +1,585 | New | Q1 2026 | Apr 28, 2026 |
| Fairman Group, LLC | History | No change | 1,571 | 60 | 0.05% | 0.06% | 1387 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 1,539 | 59 | 0.01% | 0.02% | 1389 | +140 | 10.01% | Q1 2026 | Apr 30, 2026 |
| Horizons Wealth Management | History | No change | 1,553 | 59 | 0.04% | 0.05% | 1390 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 1,352 | 58 | 0.02% | 0.02% | 1392 | -196 | -12.66% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | No change | 1,506 | 58 | 0.0% | 0.0% | 1391 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,506 | 57 | 0.0% | 0.0% | 1393 | -605 | -28.66% | Q1 2026 | May 01, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,500 | 57 | 0.02% | 0.03% | 1394 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Osbon Capital Management LLC | History | Reduced | 1,459 | 56 | 0.05% | 0.72% | 1395 | -14,140 | -90.65% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | No change | 1,473 | 56 | 0.02% | 0.02% | 1396 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,422 | 54 | 0.0% | 0.0% | 1397 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 1,101 | 54 | 0.02% | 0.02% | 1398 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,382 | 53 | 0.01% | 0.04% | 1400 | -6,366 | -82.16% | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | New | 1,380 | 53 | 0.01% | — | 1402 | +1,380 | New | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,073 | 53 | 0.05% | 0.05% | 1399 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | No change | 1,394 | 53 | 0.02% | 0.03% | 1401 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Added to | 1,360 | 52 | 0.01% | 0.01% | 1403 | +469 | 52.64% | Q1 2026 | Apr 09, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,355 | 52 | 0.02% | 0.03% | 1404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Covestor Ltd | History | Added to | 1,319 | 51 | 0.04% | 0.01% | 1405 | +842 | 176.52% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | New | 1,300 | 49 | 0.01% | — | 1407 | +1,300 | New | Q1 2026 | May 04, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 1,295 | 49 | 0.02% | 0.02% | 1406 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,265 | 48 | 0.01% | 0.02% | 1408 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | Added to | 1,203 | 46 | 0.0% | 0.0% | 1409 | +100 | 9.07% | Q1 2026 | Apr 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,214 | 46 | 0.01% | 0.01% | 1410 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,193 | 45 | 0.02% | 0.03% | 1411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | No change | 1,182 | 45 | 0.01% | 0.01% | 1412 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GoalVest Advisory LLC | History | No change | 1,146 | 44 | 0.01% | 0.01% | 1413 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | Added to | 1,134 | 43 | 0.01% | 0.01% | 1415 | +134 | 13.4% | Q1 2026 | May 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 1,127 | 43 | 0.01% | 0.02% | 1414 | +29 | 2.64% | Q1 2026 | May 13, 2026 |
| Legend Capital Advisors LLC | History | New | 1,110 | 42 | 0.03% | — | 1419 | +1,110 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 1,115 | 42 | 0.01% | 0.01% | 1416 | -765 | -40.69% | Q1 2026 | Apr 15, 2026 |
| IFS Advisors, LLC | History | Added to | 1,095 | 42 | 0.02% | 0.02% | 1417 | +320 | 41.29% | Q1 2026 | Apr 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,101 | 42 | 0.02% | 0.02% | 1418 | +46 | 4.36% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,076 | 41 | 0.01% | 0.01% | 1420 | +109 | 11.27% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 1,059 | 40 | 0.0% | — | 1423 | +1,059 | New | Q1 2026 | Apr 13, 2026 |
| Ball & Co Wealth Management Inc. | History | New | 1,046 | 40 | 0.03% | — | 1424 | +1,046 | New | Q1 2026 | May 01, 2026 |
| Perkins Coie Trust Co | History | No change | 1,045 | 40 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,053 | 40 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,026 | 39 | 0.01% | 0.01% | 1425 | +204 | 24.82% | Q1 2026 | May 06, 2026 |
| Richardson Capital Management LLC | History | No change | 1,002 | 38 | 0.02% | 0.02% | 1426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1,000 | 38 | 0.02% | 0.03% | 1427 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 1,000 | 38 | 0.0% | 0.0% | 1428 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NVWM, LLC | History | Reduced | 972 | 37 | 0.01% | 0.13% | 1429 | -11,211 | -92.02% | Q1 2026 | Apr 27, 2026 |
| STEPH & CO | History | New | 975 | 37 | 0.01% | — | 1430 | +975 | New | Q1 2026 | Apr 17, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 944 | 36 | 0.02% | — | 1436 | +944 | New | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 944 | 36 | 0.0% | 0.0% | 1435 | +752 | 391.67% | Q1 2026 | Apr 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 950 | 36 | 0.0% | 0.0% | 1433 | +350 | 58.33% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 944 | 36 | 0.02% | 0.03% | 1434 | -95 | -9.14% | Q1 2026 | Apr 13, 2026 |
| Front Row Advisors LLC | History | Added to | 946 | 36 | 0.01% | 0.01% | 1432 | +46 | 5.11% | Q1 2026 | May 19, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 950 | 36 | 0.0% | 0.01% | 1431 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 929 | 35 | 0.03% | 0.04% | 1438 | +2 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 924 | 35 | 0.02% | 0.03% | 1437 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 889 | 34 | 0.0% | — | 1445 | +889 | New | Q1 2026 | Apr 09, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 888 | 34 | 0.17% | 0.43% | 1442 | -559 | -38.63% | Q1 2026 | Apr 28, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 900 | 34 | 0.05% | 0.05% | 1444 | +100 | 12.5% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 898 | 34 | 0.0% | 0.0% | 1440 | +60 | 7.16% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | Added to | 905 | 34 | 0.01% | 0.02% | 1443 | +16 | 1.8% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 889 | 34 | 0.03% | 0.04% | 1439 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CNB Bank | History | No change | 903 | 34 | 0.01% | 0.02% | 1441 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 857 | 33 | 0.0% | 0.0% | 1446 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 849 | 32 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Arlington Trust Co LLC | History | No change | 850 | 32 | 0.0% | 0.0% | 1448 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 825 | 31 | 0.02% | — | 1451 | +825 | New | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 830 | 31 | 0.01% | 0.01% | 1449 | +100 | 13.7% | Q1 2026 | Apr 23, 2026 |
| Graney & King, LLC | History | No change | 812 | 31 | 0.02% | 0.02% | 1450 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 801 | 30 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | No change | 781 | 30 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 803 | 30 | 0.01% | 0.01% | 1454 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 788 | 30 | 0.03% | 0.03% | 1455 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 23,451 | 27 | 0.01% | 0.02% | 1457 | -12,000 | -33.85% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 704 | 27 | 0.0% | 0.0% | 1456 | -996 | -58.59% | Q1 2026 | Apr 17, 2026 |
| BankPlus Trust Department | History | New | 727 | 27 | 0.01% | — | 1459 | +727 | New | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | New | 714 | 27 | 0.02% | — | 1460 | +714 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 711 | 27 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 710 | 26 | 0.0% | — | 1461 | +710 | New | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 685 | 26 | 0.0% | — | 1462 | +685 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 656 | 25 | 0.0% | 0.0% | 1464 | +458 | 231.31% | Q1 2026 | Apr 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 654 | 25 | 0.02% | 0.02% | 1465 | +150 | 29.76% | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 670 | 25 | 0.02% | 0.02% | 1463 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 666 | 25 | 0.02% | 0.03% | 1466 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 150,000 | 24 | 0.02% | — | 1468 | +150,000 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 625 | 24 | 0.0% | 0.0% | 1467 | -703 | -52.94% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 600 | 23 | 0.01% | 0.02% | 1469 | -455 | -43.13% | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 608 | 23 | 0.01% | 0.01% | 1470 | +125 | 25.88% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 594 | 22 | 0.0% | 0.02% | 1472 | -3,890 | -86.75% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | New | 593 | 22 | 0.01% | — | 1475 | +593 | New | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 597 | 22 | 0.01% | 0.02% | 1474 | -325 | -35.25% | Q1 2026 | Apr 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 576 | 22 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fairscale Capital, LLC | History | No change | 590 | 22 | 0.02% | 0.02% | 1473 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 551 | 21 | 0.02% | — | 1478 | +551 | New | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 565 | 21 | 0.01% | 0.01% | 1477 | +33 | 6.2% | Q1 2026 | Apr 09, 2026 |
| Davis Capital Management | History | No change | 572 | 21 | 0.01% | 0.02% | 1476 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hickory Point Bank & Trust | History | New | 525 | 20 | 0.01% | — | 1481 | +525 | New | Q1 2026 | Apr 03, 2026 |
| American Capital Advisory, LLC | History | Reduced | 542 | 20 | 0.01% | 0.01% | 1480 | -100 | -15.58% | Q1 2026 | Apr 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 530 | 20 | 0.0% | 0.0% | 1479 | +5 | 0.95% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 486 | 19 | 0.0% | 0.0% | 1482 | +16 | 3.4% | Q1 2026 | Apr 16, 2026 |
| SFAM, LLC | History | No change | 516 | 19 | 0.02% | 0.02% | 1483 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Life Planners | History | New | 480 | 18 | 0.01% | — | 1489 | +480 | New | Q1 2026 | Apr 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 494 | 18 | 0.0% | 0.01% | 1488 | -126 | -20.32% | Q1 2026 | Apr 06, 2026 |
| Founders Capital Management | History | No change | 469 | 18 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| West Branch Capital LLC | History | No change | 479 | 18 | 0.0% | 0.01% | 1485 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 369 | 18 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 475 | 18 | 0.01% | 0.02% | 1487 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 461 | 17 | 0.0% | 0.16% | 1492 | -13,279 | -96.64% | Q1 2026 | Apr 15, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 457 | 17 | 0.01% | 0.01% | 1491 | -50 | -9.86% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 447 | 17 | 0.0% | 0.0% | 1490 | -35 | -7.26% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | No change | 449 | 17 | 0.0% | 0.01% | 1493 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 447 | 17 | 0.02% | 0.02% | 1494 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | No change | 460 | 17 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 440 | 16 | 0.0% | 0.0% | 1496 | +40 | 10.0% | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | Reduced | 404 | 15 | 0.0% | 0.06% | 1501 | -4,118 | -91.07% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 400 | 15 | 0.01% | 0.02% | 1498 | -450 | -52.94% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | Reduced | 395 | 15 | 0.0% | 0.0% | 1497 | -400 | -50.31% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 400 | 15 | 0.0% | 0.01% | 1500 | -324 | -44.75% | Q1 2026 | May 11, 2026 |
| Persistent Asset Partners Ltd | History | New | 122 | 15 | 0.01% | — | 1502 | +122 | New | Q1 2026 | May 12, 2026 |
| First Pacific Financial | History | Added to | 407 | 15 | 0.0% | 0.0% | 1499 | +105 | 34.77% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 371 | 14 | 0.0% | 0.0% | 1504 | -485 | -56.66% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | Added to | 380 | 14 | 0.0% | 0.0% | 1507 | +323 | 566.67% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 379 | 14 | 0.0% | 0.01% | 1508 | +25 | 7.06% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | No change | 369 | 14 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | No change | 375 | 14 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 379 | 14 | 0.0% | 0.0% | 1506 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | No change | 384 | 14 | 0.01% | 0.01% | 1509 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 352 | 13 | 0.01% | 0.01% | 1510 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 347 | 13 | 0.0% | 0.01% | 1511 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lavaca Capital LLC | History | No change | 329 | 12 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 322 | 12 | 0.0% | 0.0% | 1513 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 333 | 12 | 0.01% | 0.01% | 1514 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 325 | 12 | 0.0% | 0.01% | 1515 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | No change | 331 | 12 | 0.0% | 0.0% | 1516 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 328 | 12 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | Added to | 305 | 11 | 0.0% | 0.0% | 1519 | +25 | 8.93% | Q1 2026 | Apr 24, 2026 |
| Trust Co | History | No change | 300 | 11 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 295 | 11 | 0.01% | 0.01% | 1520 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 261 | 10 | 0.0% | — | 1523 | +261 | New | Q1 2026 | Apr 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 276 | 10 | 0.0% | 0.0% | 1521 | -83 | -23.12% | Q1 2026 | Apr 27, 2026 |
| Bulwark Capital Corp | History | No change | 267 | 10 | 0.01% | 0.01% | 1522 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 238 | 9 | 0.0% | 0.0% | 1527 | -381 | -61.55% | Q1 2026 | Apr 29, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 258 | 9 | 0.01% | — | 1529 | +258 | New | Q1 2026 | May 05, 2026 |
| NBT BANK N A /NY | History | Added to | 251 | 9 | 0.0% | 0.0% | 1524 | +201 | 402.0% | Q1 2026 | Apr 28, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 260 | 9 | 0.0% | 0.0% | 1528 | +120 | 85.71% | Q1 2026 | May 11, 2026 |
| New Millennium Group LLC | History | No change | 187 | 9 | 0.0% | 0.0% | 1525 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | No change | 253 | 9 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Added to | 216 | 8 | 0.0% | 0.0% | 1531 | +42 | 24.14% | Q1 2026 | Apr 10, 2026 |
| Friedenthal Financial | History | No change | 220 | 8 | 0.0% | 0.01% | 1530 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 201 | 7 | 0.0% | 0.03% | 1536 | -1,458 | -87.88% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 186 | 7 | 0.0% | 0.01% | 1535 | -550 | -74.73% | Q1 2026 | Apr 29, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 190 | 7 | 0.01% | — | 1541 | +190 | New | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Reduced | 191 | 7 | 0.0% | 0.0% | 1540 | -42 | -18.03% | Q1 2026 | May 21, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 200 | 7 | 0.0% | 0.0% | 1532 | -35 | -14.89% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 185 | 7 | 0.0% | 0.0% | 1533 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 193 | 7 | 0.0% | 0.0% | 1534 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 1537 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | No change | 202 | 7 | 0.0% | 0.0% | 1538 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 188 | 7 | 0.01% | 0.01% | 1539 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 160 | 6 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 161 | 6 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group, Inc. | History | No change | 173 | 6 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walsh & Associates, LLC | History | No change | 165 | 6 | 0.01% | 0.01% | 1545 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 156 | 5 | 0.0% | — | 1552 | +156 | New | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 132 | 5 | 0.0% | 0.0% | 1548 | +52 | 65.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 146 | 5 | 0.0% | 0.01% | 1550 | +20 | 15.87% | Q1 2026 | May 06, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 137 | 5 | 0.0% | 0.0% | 1547 | +1 | 0.74% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 148 | 5 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | No change | 155 | 5 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 107 | 4 | 0.0% | — | 1553 | +105 | 5250.0% | Q1 2026 | Apr 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 127 | 4 | 0.0% | 0.01% | 1555 | -48 | -27.43% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 125 | 4 | 0.0% | 0.0% | 1554 | +10 | 8.7% | Q1 2026 | Apr 30, 2026 |
| Shengqi Capital (Hong Kong) Ltd | History | New | 100 | 3 | 0.0% | — | 1564 | +100 | New | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | New | 100 | 3 | 0.0% | — | 1565 | +100 | New | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 100 | 3 | 0.0% | — | 1566 | +100 | New | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 100 | 3 | 0.0% | — | 1567 | +100 | New | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 103 | 3 | 0.0% | 0.0% | 1560 | -86 | -45.5% | Q1 2026 | May 05, 2026 |
| Redwood Park Advisors LLC | History | Added to | 90 | 3 | 0.0% | 0.0% | 1562 | +5 | 5.88% | Q1 2026 | May 04, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 1557 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Collier Financial | History | No change | 96 | 3 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 84 | 3 | 0.0% | 0.0% | 1561 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MSRH, LLC | History | No change | 102 | 3 | 0.0% | 0.01% | 1563 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 74 | 2 | 0.0% | 0.01% | 1572 | -575 | -88.6% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Reduced | 64 | 2 | 0.0% | 0.0% | 1569 | -381 | -85.62% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 63 | 2 | 0.0% | 0.01% | 1573 | -218 | -77.58% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 1568 | -159 | -67.95% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | New | 64 | 2 | 0.0% | — | 1574 | +64 | New | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 71 | 2 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | No change | 50 | 2 | 0.0% | 0.0% | 1571 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIMA Wealth Partners, LLC | History | New | 41 | 1 | 0.0% | — | 1584 | +41 | New | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 33 | 1 | 0.0% | — | 1583 | +33 | New | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 35 | 1 | 0.0% | — | 1580 | +24 | 218.18% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 50 | 1 | 0.0% | 0.0% | 1577 | +20 | 66.67% | Q1 2026 | May 12, 2026 |
| Networth Advisors, LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 1581 | +14 | 37.84% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 29 | 1 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clarity Asset Management, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 1578 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 1579 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 1582 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 2.36% | — | -9,481,233 | -100.0% | Q1 2026 | May 14, 2026 |
| 59 North Capital Management, LP | History | Closed out | 0 | 0 | — | 6.06% | — | -3,921,034 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.6% | — | -3,790,000 | -100.0% | Q1 2026 | May 13, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -2,137,100 | -100.0% | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 16.15% | — | -1,889,214 | -100.0% | Q1 2026 | May 12, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 11.0% | — | -898,383 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.42% | — | -721,796 | -100.0% | Q1 2026 | May 15, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 3.73% | — | -700,000 | -100.0% | Q1 2026 | May 14, 2026 |
| ARP Global Capital Ltd | History | Closed out | 0 | 0 | — | 8.28% | — | -552,408 | -100.0% | Q1 2026 | May 14, 2026 |
| Trans-Canada Capital Inc. | History | Closed out | 0 | 0 | — | 1.51% | — | -528,900 | -100.0% | Q1 2026 | May 12, 2026 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 4.73% | — | -500,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -447,004 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -428,753 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -350,570 | -100.0% | Q1 2026 | May 01, 2026 |
| Proem Advisors LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -345,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Claar Advisors LLC | History | Closed out | 0 | 0 | — | 3.38% | — | -233,121 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -175,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -162,500 | -100.0% | Q1 2026 | May 12, 2026 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -138,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -133,016 | -100.0% | Q1 2026 | May 04, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 1.49% | — | -130,153 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FFG Partners, LLC | History | Closed out | 0 | 0 | — | 1.46% | — | -101,325 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MSA Advisors, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -95,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -82,074 | -100.0% | Q1 2026 | May 15, 2026 |
| Sassicaia Capital Advisers LLC | History | Closed out | 0 | 0 | — | 8.7% | — | -80,000 | -100.0% | Q1 2026 | May 13, 2026 |
| RK Capital Management, LLC/FL | History | Closed out | 0 | 0 | — | 0.1% | — | -79,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.85% | — | -73,990 | -100.0% | Q1 2026 | May 11, 2026 |
| Telligent Fund, LP | History | Closed out | 0 | 0 | — | 3.42% | — | -62,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Arrington Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.79% | — | -60,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Great Point Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -57,041 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -53,930 | -100.0% | Q1 2026 | May 07, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -53,724 | -100.0% | Q1 2026 | May 12, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 2.42% | — | -52,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -50,350 | -100.0% | Q1 2026 | May 04, 2026 |
| Edenbrook Capital, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -50,000 | -100.0% | Q1 2026 | May 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Gem Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 2.31% | — | -49,157 | -100.0% | Q1 2026 | May 14, 2026 |
| MARATHON ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 3.47% | — | -47,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -40,745 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | History | Closed out | 0 | 0 | — | 0.36% | — | -37,476 | -100.0% | Q1 2026 | May 12, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -37,355 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HHLR ADVISORS, LTD. | History | Closed out | 0 | 0 | — | 0.06% | — | -35,300 | -100.0% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -34,890 | -100.0% | Q1 2026 | May 07, 2026 |
| HGC Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -34,606 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -33,446 | -100.0% | Q1 2026 | May 07, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -31,843 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -28,880 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CoinFund Management LLC | History | Closed out | 0 | 0 | — | 2.24% | — | -26,280 | -100.0% | Q1 2026 | May 15, 2026 |
| Green Ridge Wealth Planning LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -24,378 | -100.0% | Q1 2026 | Apr 10, 2026 |
| DBA TRADING, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -24,100 | -100.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -23,990 | -100.0% | Q1 2026 | May 15, 2026 |
| Galaxy Digital Capital Management GP LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -23,650 | -100.0% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.01% | — | -23,600 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -21,979 | -100.0% | Q1 2026 | May 08, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -18,838 | -100.0% | Q1 2026 | May 01, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -18,770 | -100.0% | Q1 2026 | May 07, 2026 |
| Aragon Global Management, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -18,600 | -100.0% | Q1 2026 | May 15, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Closed out | 0 | 0 | — | 0.12% | — | -17,031 | -100.0% | Q1 2026 | May 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -16,420 | -100.0% | Q1 2026 | May 14, 2026 |
| Crystal Rock Capital Management | History | Closed out | 0 | 0 | — | 0.41% | — | -15,775 | -100.0% | Q1 2026 | May 04, 2026 |
| Finivi Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -15,543 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -15,193 | -100.0% | Q1 2026 | Apr 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -14,647 | -100.0% | Q1 2026 | May 07, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,302 | -100.0% | Q1 2026 | May 07, 2026 |
| Brooklands Fund Management Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -13,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,300 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,257 | -100.0% | Q1 2026 | May 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.16% | — | -13,219 | -100.0% | Q1 2026 | May 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.38% | — | -12,922 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,683 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PHILADELPHIA TRUST CO | History | Closed out | 0 | 0 | — | 0.04% | — | -11,731 | -100.0% | Q1 2026 | May 13, 2026 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -11,694 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,467 | -100.0% | Q1 2026 | May 14, 2026 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,392 | -100.0% | Q1 2026 | Apr 09, 2026 |
| SCRATCH CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -11,292 | -100.0% | Q1 2026 | May 11, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,102 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Closed out | 0 | 0 | — | 0.46% | — | -10,962 | -100.0% | Q1 2026 | May 07, 2026 |
| Gemmer Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,420 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,310 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Line Capital, LLC / IL | History | Closed out | 0 | 0 | — | 0.59% | — | -10,040 | -100.0% | Q1 2026 | May 12, 2026 |
| BRC Group Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -10,000 | -100.0% | Q1 2026 | May 05, 2026 |
| Pacific Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,000 | -100.0% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,977 | -100.0% | Q1 2026 | May 12, 2026 |
| McCollum Christoferson Group LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,372 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,283 | -100.0% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,168 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.14% | — | -8,950 | -100.0% | Q1 2026 | May 07, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,827 | -100.0% | Q1 2026 | May 11, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,493 | -100.0% | Q1 2026 | May 05, 2026 |
| MLP3, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -8,339 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,329 | -100.0% | Q1 2026 | May 06, 2026 |
| Momentum Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -7,761 | -100.0% | Q1 2026 | May 07, 2026 |
| Suncoast Equity Management | History | Closed out | 0 | 0 | — | 0.04% | — | -7,484 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,232 | -100.0% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,028 | -100.0% | Q1 2026 | May 08, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,614 | -100.0% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Meixler Investment Management, Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -6,271 | -100.0% | Q1 2026 | May 06, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,071 | -100.0% | Q1 2026 | May 07, 2026 |
| Reliant Wealth Planning | History | Closed out | 0 | 0 | — | 0.09% | — | -6,042 | -100.0% | Q1 2026 | May 15, 2026 |
| Nokomis Capital, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aft, Forsyth & Sober, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,989 | -100.0% | Q1 2026 | May 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,902 | -100.0% | Q1 2026 | May 13, 2026 |
| Redwood Family Wealth LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,899 | -100.0% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,834 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,768 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,760 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.11% | — | -5,713 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,710 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Leverty Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,656 | -100.0% | Q1 2026 | Apr 09, 2026 |
| DURANTE & WATERS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,635 | -100.0% | Q1 2026 | May 06, 2026 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,620 | -100.0% | Q1 2026 | May 08, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,615 | -100.0% | Q1 2026 | Apr 27, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,565 | -100.0% | Q1 2026 | May 13, 2026 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,519 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,432 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,395 | -100.0% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,330 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vawter Financial, Ltd. | History | Closed out | 0 | 0 | — | 0.11% | — | -5,327 | -100.0% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,280 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cogent Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -5,266 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,240 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Purus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,195 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Melia Wealth LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,151 | -100.0% | Q1 2026 | May 08, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,150 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Goelzer Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,132 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,130 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Malaga Cove Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,107 | -100.0% | Q1 2026 | May 07, 2026 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,067 | -100.0% | Q1 2026 | Apr 09, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,044 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Madrid Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,036 | -100.0% | Q1 2026 | Apr 21, 2026 |
| McLean Asset Management Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -5,012 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mathes Company, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Provident Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -4,944 | -100.0% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,942 | -100.0% | Q1 2026 | May 07, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,940 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,935 | -100.0% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -4,925 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,870 | -100.0% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,854 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,808 | -100.0% | Q1 2026 | May 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,807 | -100.0% | Q1 2026 | May 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,806 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Whelan Financial | History | Closed out | 0 | 0 | — | 0.07% | — | -4,801 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,750 | -100.0% | Q1 2026 | May 15, 2026 |
| GatePass Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,738 | -100.0% | Q1 2026 | May 06, 2026 |
| Artesa Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,737 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FISHMAN JAY A LTD/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -4,735 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,731 | -100.0% | Q1 2026 | May 01, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,715 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,690 | -100.0% | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,642 | -100.0% | Q1 2026 | May 20, 2026 |
| American Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,639 | -100.0% | Q1 2026 | May 13, 2026 |
| MRA Advisory Group | History | Closed out | 0 | 0 | — | 0.1% | — | -4,622 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CEERA INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,600 | -100.0% | Q1 2026 | May 06, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,600 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ellenbecker Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -4,593 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,585 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,566 | -100.0% | Q1 2026 | May 01, 2026 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,527 | -100.0% | Q1 2026 | May 05, 2026 |
| Swisher Financial Concepts, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,525 | -100.0% | Q1 2026 | Apr 16, 2026 |
| COFG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,523 | -100.0% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,496 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.1% | — | -4,496 | -100.0% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,490 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,467 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,454 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EMORY UNIVERSITY | History | Closed out | 0 | 0 | — | 0.14% | — | -4,450 | -100.0% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,448 | -100.0% | Q1 2026 | May 05, 2026 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -4,432 | -100.0% | Q1 2026 | May 06, 2026 |
| Regency Capital Management Inc.\DE | History | Closed out | 0 | 0 | — | 0.09% | — | -4,410 | -100.0% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,401 | -100.0% | Q1 2026 | May 13, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bernardo Wealth Planning LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,389 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,372 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -4,367 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Beacon Bank & Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -4,366 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,331 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,322 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,316 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Shelter Rock Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,309 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Mattern Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,306 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MYECFO, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,304 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Glaxis Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,300 | -100.0% | Q1 2026 | May 11, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,293 | -100.0% | Q1 2026 | May 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,284 | -100.0% | Q1 2026 | May 05, 2026 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,276 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -4,266 | -100.0% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,254 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,241 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,224 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,202 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -4,157 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,153 | -100.0% | Q1 2026 | Apr 15, 2026 |
| DMC Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,147 | -100.0% | Q1 2026 | Apr 30, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,147 | -100.0% | Q1 2026 | May 13, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Closed out | 0 | 0 | — | 0.07% | — | -4,145 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,111 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -4,097 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strong Retirement Solutions LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,091 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Empire Financial Management Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,079 | -100.0% | Q1 2026 | May 15, 2026 |
| William Howard & Co Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -4,076 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,068 | -100.0% | Q1 2026 | Apr 21, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -4,066 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Total Wealth Planning & Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,048 | -100.0% | Q1 2026 | May 05, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,039 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,913 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ENZI WEALTH | History | Closed out | 0 | 0 | — | 0.08% | — | -3,909 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,813 | -100.0% | Q1 2026 | May 15, 2026 |
| METEORA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,040 | -100.0% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,820 | -100.0% | Q1 2026 | May 12, 2026 |
| Atika Capital Management LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -1,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,449 | -100.0% | Q1 2026 | May 06, 2026 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,350 | -100.0% | Q1 2026 | May 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,270 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,219 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,025 | -100.0% | Q1 2026 | May 01, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,020 | -100.0% | Q1 2026 | Apr 27, 2026 |
| UNION SAVINGS BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -903 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -834 | -100.0% | Q1 2026 | May 08, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.01% | — | -830 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -531 | -100.0% | Q1 2026 | May 15, 2026 |
| GLAZER CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -469 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -421 | -100.0% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -314 | -100.0% | Q1 2026 | May 19, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -309 | -100.0% | Q1 2026 | May 04, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -285 | -100.0% | Q1 2026 | May 06, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q1 2026 | May 04, 2026 |
| Align Financial, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -187 | -93.97% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 20 | 0 | — | 0.0% | — | -175 | -89.74% | Q1 2026 | Apr 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 06, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -62 | -84.93% | Q1 2026 | Apr 22, 2026 |
| Roxbury Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 17, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 01, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Robbins Farley | History | Added to | 23 | 0 | — | — | — | +14 | 155.56% | Q1 2026 | Apr 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financially Speaking Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Planning Project LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |