iShares U.S. ETF Trust - ICSH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 4,701,226 | 237,976 | 0.04% | 0.03% | 1 | +678,776 | 16.87% | Q1 2026 | May 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 4,154,724 | 210,312 | 13.38% | 12.51% | 2 | +128,873 | 3.2% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,721,523 | 188,383 | 0.01% | 0.01% | 3 | -328,023 | -8.1% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 3,440,510 | 174,158 | 0.01% | 0.01% | 4 | -120,012 | -3.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,374,429 | 170,813 | 0.05% | 0.04% | 5 | +487,033 | 16.87% | Q1 2026 | May 06, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 1,973,943 | 99,920 | 0.33% | 0.32% | 6 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 1,925,899 | 97,488 | 3.16% | 3.46% | 7 | -224,762 | -10.45% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,737,458 | 87,741 | 0.18% | 0.2% | 8 | -1,155,094 | -39.93% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,670,830 | 84,576 | 0.01% | 0.01% | 9 | +4,135 | 0.25% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 235,445 | 77,440 | 0.09% | 0.13% | 10 | -1,962,763 | -89.29% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,478,476 | 74,840 | 0.0% | 0.0% | 11 | -867,292 | -36.97% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,330,297 | 67,339 | 0.02% | 0.02% | 12 | +231,499 | 21.07% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,224,629 | 61,990 | 5.07% | 5.05% | 13 | +47,192 | 4.01% | Q1 2026 | Apr 13, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 1,178,093 | 59,635 | 6.3% | 5.26% | 14 | +163,174 | 16.08% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 1,119,419 | 56,664 | 1.69% | 1.6% | 15 | +70,089 | 6.68% | Q1 2026 | Apr 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,102,918 | 55,829 | 4.59% | 4.54% | 16 | +24,778 | 2.3% | Q1 2026 | May 06, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,062,906 | 53,804 | 0.4% | 0.39% | 17 | +46,906 | 4.62% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 970,635 | 49,133 | 0.06% | 0.08% | 18 | -301,869 | -23.72% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 893,574 | 45,232 | 2.01% | 1.81% | 19 | +98,141 | 12.34% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 864,203 | 43,745 | 0.01% | 0.01% | 20 | +152,960 | 21.51% | Q1 2026 | May 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 764,380 | 38,692 | 10.63% | 10.64% | 21 | +33,311 | 4.56% | Q1 2026 | May 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 731,853 | 37,046 | 4.84% | 4.9% | 22 | +13,551 | 1.89% | Q1 2026 | Apr 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 710,454 | 35,963 | 0.25% | 0.27% | 23 | +3,120 | 0.44% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 684,435 | 34,646 | 0.86% | 0.75% | 24 | +88,081 | 14.77% | Q1 2026 | Apr 29, 2026 |
| Macro Advisors, Inc. | History | New | 628,366 | 31,807 | 13.13% | — | 25 | +628,366 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 614,679 | 31,115 | 0.03% | 0.02% | 26 | +107,395 | 21.17% | Q1 2026 | May 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 604,726 | 30,611 | 1.62% | 1.47% | 27 | +39,299 | 6.95% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 494,588 | 25,036 | 0.03% | 0.03% | 28 | +6,313 | 1.29% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 493,163 | 24,963 | 0.33% | 0.33% | 29 | +26,512 | 5.68% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 492,482 | 24,929 | 1.03% | 0.96% | 30 | +51,830 | 11.76% | Q1 2026 | Apr 29, 2026 |
| Avestar Capital, LLC | History | Added to | 471,838 | 23,884 | 1.53% | 1.13% | 31 | +126,087 | 36.47% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 458,782 | 23,223 | 0.11% | 0.08% | 32 | +123,393 | 36.79% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 444,380 | 22,495 | 0.06% | 0.06% | 33 | -10,904 | -2.39% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 425,912 | 21,559 | 0.06% | 0.06% | 34 | -13,543 | -3.08% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 411,833 | 20,847 | 2.6% | 2.14% | 35 | -4,638 | -1.11% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 407,444 | 20,624 | 3.5% | 3.91% | 36 | -32,371 | -7.36% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 404,266 | 20,464 | 2.6% | 2.68% | 37 | +602 | 0.15% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 402,068 | 20,353 | 0.03% | 0.04% | 38 | -128,018 | -24.15% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 380,460 | 19,258 | 0.05% | 0.05% | 39 | -44,994 | -10.58% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 376,642 | 19,065 | 0.29% | 0.33% | 40 | -44,201 | -10.5% | Q1 2026 | Apr 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 359,233 | 18,184 | 0.61% | 0.35% | 41 | +4,773 | 1.35% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 333,218 | 16,867 | 0.02% | 0.04% | 42 | -207,155 | -38.34% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 328,803 | 16,644 | 0.25% | 0.25% | 43 | +6,767 | 2.1% | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 326,082 | 16,506 | 0.56% | 0.59% | 44 | -6,664 | -2.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 322,783 | 16,339 | 0.33% | 0.24% | 45 | +93,549 | 40.81% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 318,484 | 16,121 | 0.29% | 0.29% | 46 | +6,578 | 2.11% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 313,695 | 15,879 | 0.02% | 0.02% | 47 | -42,201 | -11.86% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 303,364 | 15,356 | 0.36% | 0.27% | 48 | +85,276 | 39.1% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 301,519 | 15,262 | 0.03% | 0.03% | 49 | -12,143 | -3.87% | Q1 2026 | May 14, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 299,130 | 15,141 | 7.35% | 7.56% | 50 | -555 | -0.19% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 294,610 | 14,913 | 0.68% | 0.65% | 51 | +2,273 | 0.78% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 292,426 | 14,799 | 0.0% | 0.0% | 52 | +91,001 | 45.18% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 284,991 | 14,397 | 1.39% | 2.3% | 53 | -120,338 | -29.69% | Q1 2026 | May 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 279,754 | 14,161 | 1.11% | 1.11% | 54 | -3,599 | -1.27% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | Added to | 277,350 | 14,039 | 4.32% | 4.38% | 55 | +17,251 | 6.63% | Q1 2026 | May 22, 2026 |
| Savant Capital, LLC | History | Added to | 275,486 | 13,945 | 0.07% | 0.06% | 56 | +57,112 | 26.15% | Q1 2026 | May 04, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 270,916 | 13,713 | 6.16% | 8.85% | 57 | -137,729 | -33.7% | Q1 2026 | May 13, 2026 |
| Congress Park Capital LLC | History | Reduced | 270,748 | 13,705 | 4.21% | 4.36% | 58 | -17,892 | -6.2% | Q1 2026 | Apr 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 269,630 | 13,648 | 5.99% | 1.71% | 59 | +195,175 | 262.14% | Q1 2026 | Apr 27, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 259,023 | 13,111 | 0.81% | 0.84% | 60 | -23,934 | -8.46% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 255,442 | 12,930 | 0.41% | — | 61 | +255,442 | New | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 253,626 | 12,838 | 0.67% | 1.27% | 62 | -202,149 | -44.35% | Q1 2026 | Apr 29, 2026 |
| Exeter Financial, LLC | History | Reduced | 253,316 | 12,822 | 5.24% | 5.58% | 63 | -6,222 | -2.4% | Q1 2026 | Apr 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 243,383 | 12,320 | 1.2% | 1.27% | 64 | -13,142 | -5.12% | Q1 2026 | Apr 29, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 243,353 | 12,318 | 11.79% | — | 65 | +243,353 | New | Q1 2026 | May 06, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 241,649 | 12,232 | 0.98% | 1.0% | 66 | -12,418 | -4.89% | Q1 2026 | May 14, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 241,541 | 12,226 | 7.54% | 6.41% | 67 | +33,972 | 16.37% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 237,933 | 12,044 | 0.09% | 0.08% | 68 | +52,013 | 27.98% | Q1 2026 | Apr 15, 2026 |
| Sherry Group, Inc. | History | Reduced | 237,514 | 12,022 | 13.13% | 12.78% | 69 | -3,692 | -1.53% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 229,196 | 11,602 | 0.03% | 0.02% | 70 | +28,460 | 14.18% | Q1 2026 | Apr 22, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 227,396 | 11,510 | 1.51% | 1.5% | 71 | +14,390 | 6.76% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 225,240 | 11,367 | 2.55% | 2.58% | 72 | +16,882 | 8.1% | Q1 2026 | May 08, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 222,864 | 11,281 | 3.5% | 2.52% | 73 | +57,970 | 35.16% | Q1 2026 | May 08, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 221,346 | 11,204 | 4.47% | — | 74 | +221,346 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 219,994 | 11,127 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 201,826 | 10,216 | 0.01% | 0.02% | 76 | -36,989 | -15.49% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 198,485 | 10,047 | 0.08% | 0.07% | 77 | +5,297 | 2.74% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 193,977 | 9,819 | 0.86% | 0.8% | 78 | +6,282 | 3.35% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 185,529 | 9,391 | 2.15% | 2.28% | 79 | -7,658 | -3.96% | Q1 2026 | May 04, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 184,094 | 9,318 | 1.94% | — | 80 | +184,094 | New | Q1 2026 | May 14, 2026 |
| Snider Financial Group | History | Reduced | 176,302 | 8,924 | 2.69% | 2.76% | 81 | -28,302 | -13.83% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 170,656 | 8,638 | 0.05% | 0.04% | 82 | +56,382 | 49.34% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 165,418 | 8,373 | 0.18% | 0.27% | 83 | -85,389 | -34.05% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 162,966 | 8,249 | 0.36% | 0.34% | 84 | +20,335 | 14.26% | Q1 2026 | Apr 28, 2026 |
| WT Wealth Management | History | Added to | 162,706 | 8,236 | 2.45% | 1.26% | 85 | +75,860 | 87.35% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Added to | 161,235 | 8,161 | 0.59% | 0.65% | 86 | +2,613 | 1.65% | Q1 2026 | May 07, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 153,641 | 7,777 | 4.71% | 4.41% | 87 | +14,867 | 10.71% | Q1 2026 | Apr 27, 2026 |
| Plum Street Advisors, LLC | History | Added to | 153,204 | 7,755 | 2.69% | 2.7% | 88 | +3,308 | 2.21% | Q1 2026 | May 14, 2026 |
| Farrow Financial, Inc. | History | Reduced | 149,338 | 7,559 | 4.29% | 4.36% | 89 | -789 | -0.53% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 147,105 | 7,446 | 0.01% | 0.01% | 90 | +2,401 | 1.66% | Q1 2026 | May 12, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 143,450 | 7,261 | 4.94% | — | 91 | +143,450 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 142,219 | 7,199 | 0.03% | 0.03% | 92 | +346 | 0.24% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 141,545 | 7,165 | 1.37% | 1.63% | 93 | -17,421 | -10.96% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 141,262 | 7,150 | 0.26% | 0.24% | 94 | +919 | 0.65% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL GROUP | History | New | 140,119 | 7,092 | 0.71% | — | 95 | +140,119 | New | Q1 2026 | Apr 30, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 138,319 | 7,001 | 1.84% | 1.63% | 96 | +18,616 | 15.55% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 136,100 | 6,889 | 0.07% | 0.07% | 97 | +6,394 | 4.93% | Q1 2026 | Apr 20, 2026 |
| Able Wealth Management LLC | History | Added to | 131,415 | 6,652 | 1.78% | 1.98% | 98 | +7,742 | 6.26% | Q1 2026 | Apr 24, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 129,738 | 6,567 | 4.82% | 3.91% | 99 | +26,108 | 25.19% | Q1 2026 | Apr 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 128,908 | 6,525 | 0.01% | 0.01% | 100 | +6,602 | 5.4% | Q1 2026 | May 05, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 120,098 | 6,079 | 0.41% | 0.43% | 101 | -6,172 | -4.89% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 116,388 | 5,891 | 0.32% | 0.3% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 116,213 | 5,882 | 0.22% | 0.23% | 103 | -8,325 | -6.68% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 113,588 | 5,749 | 0.18% | 0.18% | 104 | +1,544 | 1.38% | Q1 2026 | Apr 08, 2026 |
| Powerhouse Assets LLC | History | Added to | 109,840 | 5,560 | 4.84% | 4.36% | 105 | +11,897 | 12.15% | Q1 2026 | Apr 28, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 109,729 | 5,554 | 3.0% | 2.54% | 106 | +19,095 | 21.07% | Q1 2026 | May 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 107,142 | 5,423 | 2.4% | — | 107 | +107,142 | New | Q1 2026 | Apr 22, 2026 |
| Wealth Architects, LLC | History | Added to | 106,856 | 5,409 | 0.48% | 0.44% | 108 | +9,479 | 9.73% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 104,111 | 5,270 | 0.64% | 0.78% | 109 | -18,000 | -14.74% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 102,539 | 5,190 | 2.58% | 4.59% | 110 | -87,156 | -45.95% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,534 | 5,089 | 0.02% | 0.01% | 111 | +72,687 | 261.02% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 99,891 | 5,056 | 0.01% | 0.01% | 112 | -11,914 | -10.66% | Q1 2026 | May 14, 2026 |
| IRON Financial LLC | History | Added to | 99,688 | 5,046 | 2.21% | 2.21% | 113 | +4,756 | 5.01% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 99,645 | 5,044 | 0.03% | 0.03% | 114 | -10,995 | -9.94% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 99,596 | 5,041 | 0.14% | 0.13% | 115 | +4,578 | 4.82% | Q1 2026 | May 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 98,994 | 5,011 | 2.71% | 2.63% | 116 | +3,274 | 3.42% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 98,779 | 5,000 | 1.15% | 1.11% | 117 | +2,780 | 2.9% | Q1 2026 | Apr 17, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 98,674 | 4,994 | 0.22% | 0.2% | 118 | +5,336 | 5.72% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 97,832 | 4,952 | 0.0% | 0.0% | 119 | -118,681 | -54.81% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 97,278 | 4,924 | 0.05% | 0.06% | 120 | -27,875 | -22.27% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 96,067 | 4,862 | 0.87% | 0.93% | 121 | +77 | 0.08% | Q1 2026 | May 08, 2026 |
| SEMITAM BONAM LLC | History | Added to | 93,568 | 4,736 | 3.87% | 3.65% | 122 | +6,878 | 7.93% | Q1 2026 | Apr 21, 2026 |
| SP Asset Management LLC | History | Reduced | 93,108 | 4,713 | 0.42% | 0.39% | 123 | -5,555 | -5.63% | Q1 2026 | May 06, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 92,277 | 4,670 | 0.71% | 1.16% | 124 | -56,192 | -37.85% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,995 | 4,656 | 0.03% | 0.02% | 125 | +32,398 | 54.36% | Q1 2026 | May 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | New | 90,188 | 4,565 | 1.48% | — | 126 | +90,188 | New | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 89,886 | 4,550 | 0.25% | 0.26% | 127 | +1,942 | 2.21% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 89,177 | 4,514 | 0.05% | — | 128 | +89,177 | New | Q1 2026 | May 12, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Reduced | 89,165 | 4,512 | 3.96% | 4.59% | 129 | -8,410 | -8.62% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 87,847 | 4,444 | 0.1% | 0.11% | 130 | -258 | -0.29% | Q1 2026 | May 04, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 84,625 | 4,283 | 1.68% | 1.47% | 131 | +6,478 | 8.29% | Q1 2026 | Apr 07, 2026 |
| Realta Investment Advisors | History | Added to | 83,992 | 4,251 | 1.47% | 1.33% | 132 | +3,813 | 4.76% | Q1 2026 | Apr 22, 2026 |
| LongView Wealth Management | History | Reduced | 82,505 | 4,170 | 1.05% | 1.58% | 133 | -46,524 | -36.06% | Q1 2026 | Apr 15, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 82,364 | 4,169 | 1.31% | 1.35% | 134 | +1,821 | 2.26% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Reduced | 81,266 | 4,113 | 0.05% | 0.15% | 135 | -113,936 | -58.37% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 79,428 | 4,020 | 0.02% | 0.02% | 136 | -321 | -0.4% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 79,056 | 4,001 | 0.65% | 0.63% | 137 | +2,118 | 2.75% | Q1 2026 | Apr 22, 2026 |
| BARINGS LLC | History | No change | 78,600 | 3,978 | 0.06% | 0.07% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 78,224 | 3,959 | 0.99% | 1.02% | 139 | -2,814 | -3.47% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 75,839 | 3,838 | 0.23% | 0.25% | 140 | -3,502 | -4.41% | Q1 2026 | May 12, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 74,962 | 3,794 | 3.3% | 3.24% | 141 | +2,265 | 3.12% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 74,740 | 3,783 | 0.15% | 0.1% | 143 | +20,422 | 37.6% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 74,743 | 3,783 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 73,678 | 3,725 | 0.12% | 0.15% | 144 | -13,819 | -15.79% | Q1 2026 | Apr 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 73,154 | 3,703 | 0.15% | 0.14% | 145 | +1,689 | 2.36% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 72,588 | 3,663 | 0.03% | 0.03% | 146 | +24,819 | 51.96% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 71,547 | 3,621 | 0.03% | 0.03% | 147 | -2,669 | -3.6% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 71,126 | 3,600 | 0.21% | — | 148 | +71,126 | New | Q1 2026 | Apr 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 70,968 | 3,592 | 0.24% | 0.07% | 149 | +51,717 | 268.65% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | New | 70,251 | 3,544 | 0.01% | — | 150 | +70,251 | New | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 69,249 | 3,505 | 0.5% | — | 151 | +69,249 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 68,855 | 3,485 | 0.01% | 0.0% | 152 | +26,475 | 62.47% | Q1 2026 | May 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 67,423 | 3,412 | 1.29% | — | 153 | +67,423 | New | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 67,224 | 3,402 | 0.25% | 0.27% | 154 | -15,140 | -18.38% | Q1 2026 | Apr 16, 2026 |
| David Kennon Inc | History | New | 67,110 | 3,397 | 1.22% | — | 155 | +67,110 | New | Q1 2026 | Apr 28, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 65,488 | 3,315 | 3.38% | 2.56% | 156 | +17,967 | 37.81% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 65,357 | 3,308 | 0.14% | 0.08% | 157 | +24,327 | 59.29% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 65,036 | 3,288 | 0.0% | 0.0% | 158 | +8,605 | 15.25% | Q1 2026 | May 15, 2026 |
| URS Advisory LLC | History | Added to | 64,572 | 3,268 | 2.39% | 2.23% | 159 | +11,403 | 21.45% | Q1 2026 | Apr 23, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 62,820 | 3,179 | 0.73% | 0.81% | 160 | -6,857 | -9.84% | Q1 2026 | Apr 28, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 61,380 | 3,107 | 3.05% | 2.99% | 161 | -972 | -1.56% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 61,225 | 3,099 | 0.04% | 0.04% | 162 | -1,450 | -2.31% | Q1 2026 | May 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 60,864 | 3,078 | 0.21% | 0.18% | 163 | +12,503 | 25.85% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 59,678 | 3,020 | 0.0% | — | 164 | +59,678 | New | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 59,532 | 3,013 | 1.35% | 1.53% | 165 | -13,747 | -18.76% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 58,027 | 2,937 | 0.1% | 0.16% | 166 | -27,877 | -32.45% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 57,684 | 2,919 | 0.0% | 0.0% | 167 | +124 | 0.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 54,702 | 2,769 | 0.0% | 0.0% | 168 | +3,502 | 6.84% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 54,031 | 2,735 | 0.91% | 0.88% | 169 | +1,484 | 2.82% | Q1 2026 | May 15, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 53,305 | 2,698 | 1.14% | 1.13% | 170 | -2,049 | -3.7% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 51,558 | 2,609 | 0.08% | 0.09% | 171 | +3,452 | 7.18% | Q1 2026 | May 07, 2026 |
| Wills Financial Group LLC | History | New | 50,907 | 2,571 | 0.97% | — | 172 | +50,907 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 50,293 | 2,545 | 0.3% | 0.27% | 173 | +11,891 | 30.96% | Q1 2026 | May 15, 2026 |
| 9823 Capital, L.P. | History | Added to | 49,962 | 2,529 | 1.91% | 1.45% | 174 | +8,282 | 19.87% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 49,900 | 2,525 | 1.2% | 1.4% | 175 | -6,642 | -11.75% | Q1 2026 | Apr 28, 2026 |
| Family Manage LLC | History | Reduced | 48,639 | 2,462 | 0.3% | 0.38% | 176 | -10,345 | -17.54% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 48,408 | 2,450 | 0.52% | 0.52% | 177 | +562 | 1.17% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | New | 45,954 | 2,326 | 0.04% | — | 178 | +45,954 | New | Q1 2026 | Apr 22, 2026 |
| VISTA FINANCE, LLC | History | Added to | 44,800 | 2,267 | 1.8% | 0.94% | 179 | +16,775 | 59.86% | Q1 2026 | May 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 44,619 | 2,258 | 0.25% | 0.25% | 180 | -443 | -0.98% | Q1 2026 | Apr 16, 2026 |
| Michels Family Financial, LLC | History | Reduced | 44,454 | 2,250 | 1.62% | 1.68% | 181 | -819 | -1.81% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 43,950 | 2,224 | 0.06% | 0.06% | 182 | +3,717 | 9.24% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 43,686 | 2,211 | 0.09% | 0.08% | 183 | +1,882 | 4.5% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | New | 43,049 | 2,179 | 0.11% | — | 184 | +43,049 | New | Q1 2026 | Apr 28, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 42,920 | 2,172 | 0.31% | 0.3% | 185 | +1,779 | 4.32% | Q1 2026 | Apr 20, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 41,984 | 2,125 | 1.22% | 0.97% | 186 | +8,021 | 23.62% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 41,950 | 2,123 | 0.0% | 0.0% | 187 | -991 | -2.31% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 41,749 | 2,113 | 0.0% | 0.0% | 188 | +247 | 0.6% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 41,386 | 2,094 | 0.65% | 0.66% | 189 | +345 | 0.84% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 41,094 | 2,080 | 1.36% | 1.34% | 190 | +2,715 | 7.07% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 40,946 | 2,072 | 0.0% | 0.0% | 191 | +882 | 2.2% | Q1 2026 | May 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 40,403 | 2,045 | 0.02% | 0.02% | 192 | -1,202 | -2.89% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 40,319 | 2,040 | 0.54% | 0.52% | 193 | +122 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 39,747 | 2,012 | 0.07% | 0.07% | 194 | -513 | -1.27% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,445 | 1,996 | 0.0% | 0.0% | 195 | +34,573 | 709.63% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 38,804 | 1,964 | 0.02% | 0.02% | 196 | -801 | -2.02% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 38,705 | 1,959 | 0.04% | 0.02% | 197 | +17,929 | 86.3% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,651 | 1,956 | 0.0% | 0.0% | 198 | +5,581 | 16.88% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 38,060 | 1,926 | 0.15% | 0.13% | 199 | +5,689 | 17.57% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 37,278 | 1,887 | 0.03% | 0.04% | 200 | -15,612 | -29.52% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 36,976 | 1,871 | 0.0% | 0.0% | 201 | +3,540 | 10.59% | Q1 2026 | May 05, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 36,356 | 1,840 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 35,586 | 1,801 | 0.08% | — | 203 | +35,586 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 35,281 | 1,785 | 0.01% | 0.01% | 204 | -27,689 | -43.97% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 34,738 | 1,758 | 0.2% | 0.16% | 205 | +6,468 | 22.88% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 34,466 | 1,744 | 0.01% | 0.01% | 206 | -1,495 | -4.16% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,738 | 1,707 | 0.02% | 0.03% | 207 | -4,918 | -12.72% | Q1 2026 | Apr 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 33,473 | 1,694 | 0.29% | 1.0% | 208 | -77,298 | -69.78% | Q1 2026 | Apr 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 33,482 | 1,694 | 0.15% | — | 209 | +33,482 | New | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | New | 33,245 | 1,682 | 0.27% | — | 210 | +33,245 | New | Q1 2026 | May 04, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 33,058 | 1,677 | 0.86% | 0.79% | 211 | +1,029 | 3.21% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 32,890 | 1,664 | 0.01% | 0.01% | 212 | -340 | -1.02% | Q1 2026 | May 11, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 32,298 | 1,634 | 1.61% | 1.6% | 213 | -5,773 | -15.16% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,533 | 1,596 | 0.01% | 0.0% | 214 | +25,765 | 446.69% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,298 | 1,584 | 0.02% | 0.01% | 215 | +18,441 | 143.43% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 31,253 | 1,582 | 0.07% | 0.06% | 216 | +357 | 1.16% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 31,169 | 1,577 | 0.03% | 0.03% | 217 | +2,588 | 9.05% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 31,119 | 1,573 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 30,954 | 1,566 | 0.39% | 0.4% | 219 | -248 | -0.79% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 30,746 | 1,556 | 0.04% | 0.01% | 220 | +26,084 | 559.5% | Q1 2026 | Apr 28, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 30,642 | 1,551 | 0.19% | 0.17% | 221 | +5,041 | 19.69% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 30,581 | 1,548 | 0.02% | 0.02% | 222 | -1,396 | -4.37% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 30,491 | 1,543 | 0.02% | 0.05% | 223 | -46,873 | -60.59% | Q1 2026 | May 11, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 29,945 | 1,515 | 0.68% | 0.62% | 224 | +1,299 | 4.53% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 28,867 | 1,461 | 0.92% | 0.64% | 225 | +10,446 | 56.71% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 28,572 | 1,446 | 0.06% | 0.08% | 226 | -11,988 | -29.56% | Q1 2026 | Apr 14, 2026 |
| Csenge Advisory Group | History | Added to | 28,361 | 1,435 | 0.07% | 0.06% | 227 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advocate Investing Services LLC | History | Reduced | 28,227 | 1,428 | 1.21% | 1.6% | 228 | -7,100 | -20.1% | Q1 2026 | Apr 22, 2026 |
| Matrix Trust Co | History | Added to | 28,135 | 1,424 | 0.24% | 0.19% | 229 | +5,815 | 26.05% | Q1 2026 | Apr 09, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 27,613 | 1,397 | 0.31% | 0.39% | 230 | -7,179 | -20.63% | Q1 2026 | Apr 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 27,570 | 1,395 | 0.43% | 0.19% | 231 | +10,275 | 59.41% | Q1 2026 | May 12, 2026 |
| Slow Capital, Inc. | History | Reduced | 27,325 | 1,383 | 0.18% | 0.29% | 232 | -20,902 | -43.34% | Q1 2026 | Apr 24, 2026 |
| Global Assets Advisory, LLC | History | New | 31,788 | 1,372 | 0.39% | — | 233 | +31,788 | New | Q1 2026 | May 01, 2026 |
| Bulwark Capital Corp | History | Added to | 26,245 | 1,328 | 0.82% | 0.07% | 234 | +24,235 | 1205.72% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 26,036 | 1,318 | 0.01% | — | 235 | +26,036 | New | Q1 2026 | Apr 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 26,056 | 1,315 | 0.14% | — | 236 | +26,056 | New | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Added to | 25,726 | 1,302 | 0.01% | 0.01% | 237 | +3,072 | 13.56% | Q1 2026 | Apr 16, 2026 |
| ATX Financial Planning, LLC | History | New | 25,370 | 1,284 | 0.98% | — | 238 | +25,370 | New | Q1 2026 | Apr 30, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 24,882 | 1,258 | 0.24% | 0.24% | 239 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ackerman Asset Management, LLC | History | Added to | 24,722 | 1,251 | 0.87% | 0.4% | 240 | +12,750 | 106.5% | Q1 2026 | Apr 21, 2026 |
| Alpha Zero LLC | History | New | 24,585 | 1,244 | 0.63% | — | 242 | +24,585 | New | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 24,580 | 1,244 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 24,517 | 1,240 | 0.04% | 0.03% | 243 | +1,890 | 8.35% | Q1 2026 | May 11, 2026 |
| Fusion Capital, LLC | History | Reduced | 24,371 | 1,233 | 0.33% | 0.37% | 244 | -1,807 | -6.9% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 23,512 | 1,190 | 0.24% | 0.25% | 245 | +154 | 0.66% | Q1 2026 | Apr 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 23,221 | 1,175 | 0.75% | 1.6% | 246 | -26,553 | -53.35% | Q1 2026 | May 15, 2026 |
| Eddie Patel Inc | History | New | 23,156 | 1,172 | 0.9% | — | 247 | +23,156 | New | Q1 2026 | May 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 22,988 | 1,163 | 0.71% | 0.99% | 248 | -6,362 | -21.68% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 21,987 | 1,113 | 0.39% | 0.46% | 249 | -2,507 | -10.24% | Q1 2026 | May 11, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 21,363 | 1,081 | 0.08% | 0.07% | 250 | +23 | 0.11% | Q1 2026 | Apr 10, 2026 |
| BLB&B Advisors, LLC | History | Added to | 21,272 | 1,076 | 0.04% | 0.03% | 251 | +8,391 | 65.14% | Q1 2026 | Apr 28, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 21,069 | 1,066 | 1.07% | 1.1% | 252 | -438 | -2.04% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 20,906 | 1,058 | 0.14% | 0.3% | 253 | -22,922 | -52.3% | Q1 2026 | Apr 09, 2026 |
| Factor Wealth Management LTD | History | Reduced | 20,868 | 1,056 | 0.2% | 0.24% | 254 | -871 | -4.01% | Q1 2026 | Apr 20, 2026 |
| Wick Capital Partners, LLC | History | Added to | 20,648 | 1,045 | 0.19% | 0.18% | 255 | +956 | 4.85% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 20,505 | 1,037 | 0.26% | 0.27% | 256 | +50 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Round Rock Advisors LLC | History | Reduced | 20,226 | 1,023 | 0.16% | 0.16% | 257 | -188 | -0.92% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,138 | 1,019 | 0.01% | 0.01% | 258 | +7 | 0.03% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 19,800 | 1,002 | 0.0% | — | 259 | +19,800 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 19,752 | 999 | 0.0% | — | 260 | +19,752 | New | Q1 2026 | May 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 19,420 | 983 | 0.03% | 0.03% | 261 | +1,735 | 9.81% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 19,350 | 979 | 0.03% | 0.03% | 262 | +1,500 | 8.4% | Q1 2026 | May 04, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 19,258 | 974 | 0.12% | 0.05% | 263 | +11,164 | 137.93% | Q1 2026 | Apr 16, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 18,930 | 958 | 0.8% | 0.87% | 264 | -1,759 | -8.5% | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | Added to | 18,833 | 953 | 0.75% | 0.63% | 265 | +4,485 | 31.26% | Q1 2026 | Apr 30, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 18,307 | 926 | 0.07% | 0.07% | 266 | +333 | 1.85% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 18,289 | 925 | 0.06% | 0.05% | 267 | +112 | 0.62% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 18,311 | 924 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 17,774 | 900 | 0.42% | 0.46% | 269 | -1,625 | -8.38% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,744 | 898 | 0.01% | 0.01% | 270 | -4,818 | -21.35% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 17,673 | 894 | 0.35% | 0.33% | 271 | +685 | 4.03% | Q1 2026 | Apr 27, 2026 |
| BAM Wealth Management, LLC | History | Added to | 17,534 | 887 | 0.66% | 0.29% | 272 | +9,633 | 121.92% | Q1 2026 | Apr 17, 2026 |
| Base Wealth Management LLC | History | Added to | 17,519 | 886 | 0.5% | 0.44% | 273 | +1,250 | 7.68% | Q1 2026 | Apr 29, 2026 |
| BANK OF HAWAII | History | Reduced | 17,392 | 880 | 0.05% | 0.06% | 274 | -5,694 | -24.66% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Added to | 17,310 | 876 | 0.35% | 0.31% | 275 | +987 | 6.05% | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 16,971 | 859 | 0.3% | 0.31% | 276 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 16,820 | 851 | 0.06% | 0.06% | 277 | +2,018 | 13.63% | Q1 2026 | Apr 16, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 16,380 | 829 | 0.16% | 0.16% | 278 | +315 | 1.96% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,263 | 823 | 0.01% | 0.01% | 279 | +793 | 5.13% | Q1 2026 | Apr 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 16,109 | 815 | 0.04% | 0.04% | 280 | +1,546 | 10.62% | Q1 2026 | Apr 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 16,091 | 814 | 0.13% | 0.13% | 281 | +2 | 0.01% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 15,775 | 798 | 0.04% | 0.06% | 282 | -200 | -1.25% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 15,633 | 791 | 0.07% | 0.03% | 283 | +8,142 | 108.69% | Q1 2026 | May 11, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 15,313 | 775 | 0.17% | 0.42% | 284 | -24,005 | -61.05% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | New | 15,230 | 770 | 0.13% | — | 285 | +15,230 | New | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,207 | 769 | 0.04% | 0.05% | 286 | -1,087 | -6.67% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | Added to | 14,954 | 756 | 0.21% | 0.18% | 287 | +2,145 | 16.75% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,914 | 754 | 0.01% | — | 288 | +14,914 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,641 | 740 | 0.0% | 0.01% | 289 | -588 | -3.86% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Added to | 14,578 | 737 | 0.15% | 0.15% | 290 | +96 | 0.66% | Q1 2026 | Apr 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,516 | 734 | 0.09% | 0.05% | 291 | +6,451 | 79.99% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 14,500 | 733 | 0.02% | 0.04% | 292 | -5,132 | -26.14% | Q1 2026 | Apr 20, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 14,087 | 713 | 0.26% | 0.25% | 293 | +885 | 6.7% | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 13,862 | 702 | 0.08% | 0.09% | 294 | -1,294 | -8.54% | Q1 2026 | Apr 16, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 13,784 | 697 | 0.14% | 0.14% | 295 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 13,700 | 693 | 0.19% | 0.2% | 296 | +197 | 1.46% | Q1 2026 | Apr 23, 2026 |
| Pacific Center for Financial Services | History | Reduced | 13,656 | 691 | 0.18% | 0.19% | 297 | -781 | -5.41% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,484 | 682 | 0.0% | 0.0% | 298 | -20,495 | -60.32% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Reduced | 13,486 | 682 | 0.07% | 0.08% | 299 | -595 | -4.23% | Q1 2026 | Apr 29, 2026 |
| Bank of Marin | History | Reduced | 13,246 | 670 | 0.49% | 0.5% | 300 | -1,049 | -7.34% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 13,240 | 670 | 0.1% | 0.1% | 301 | -40 | -0.3% | Q1 2026 | Apr 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 13,103 | 663 | 0.2% | 0.21% | 302 | -631 | -4.59% | Q1 2026 | May 08, 2026 |
| Emerald Advisors, LLC | History | Reduced | 13,087 | 662 | 0.08% | 0.12% | 303 | -3,880 | -22.87% | Q1 2026 | Apr 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 12,975 | 656 | 0.29% | 0.09% | 304 | +8,755 | 207.46% | Q1 2026 | May 05, 2026 |
| KM Capital Management Ltd. | History | Reduced | 12,829 | 648 | 0.44% | 0.37% | 305 | -1,583 | -10.98% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 12,552 | 635 | 0.13% | 0.13% | 306 | +345 | 2.83% | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 12,523 | 633 | 0.08% | — | 307 | +12,523 | New | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 12,276 | 621 | 0.06% | 0.06% | 308 | -88 | -0.71% | Q1 2026 | Apr 10, 2026 |
| Riverstone Advisors, LLC | History | New | 12,240 | 619 | 0.31% | — | 309 | +12,240 | New | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,170 | 616 | 0.01% | — | 310 | +12,170 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,966 | 605 | 0.0% | 0.0% | 311 | -2,247 | -15.81% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,840 | 599 | 0.0% | 0.0% | 312 | +7,424 | 168.12% | Q1 2026 | Apr 27, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 11,780 | 596 | 0.13% | 0.13% | 313 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 11,690 | 591 | 0.09% | 0.09% | 314 | +49 | 0.42% | Q1 2026 | Apr 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 11,655 | 589 | 0.23% | 0.15% | 317 | +4,555 | 64.15% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | Reduced | 11,655 | 589 | 0.05% | 0.06% | 315 | -200 | -1.69% | Q1 2026 | May 15, 2026 |
| Tilson Financial Group, Inc. | History | No change | 11,652 | 589 | 0.18% | 0.18% | 316 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,476 | 580 | 0.0% | 0.01% | 318 | -10,689 | -48.22% | Q1 2026 | May 13, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 11,448 | 579 | 0.35% | 1.93% | 319 | -53,356 | -82.33% | Q1 2026 | May 06, 2026 |
| Prossimo Advisors, LLC | History | No change | 11,329 | 573 | 3.49% | 3.69% | 320 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 11,250 | 569 | 0.19% | 0.19% | 321 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 11,116 | 562 | 0.09% | 0.09% | 322 | +337 | 3.13% | Q1 2026 | Apr 29, 2026 |
| Gerald Baker Financial Group LLC | History | New | 10,943 | 553 | 0.18% | — | 323 | +10,943 | New | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,890 | 551 | 0.01% | 0.01% | 324 | +2,666 | 32.42% | Q1 2026 | May 12, 2026 |
| Atwater Malick LLC | History | New | 10,767 | 545 | 0.15% | — | 325 | +10,767 | New | Q1 2026 | Apr 22, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 10,747 | 543 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 10,690 | 541 | 0.14% | 0.16% | 327 | -470 | -4.21% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 10,428 | 526 | 0.02% | — | 328 | +10,428 | New | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 10,378 | 525 | 0.04% | 0.03% | 329 | +2,614 | 33.67% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 10,322 | 522 | 0.03% | 0.03% | 330 | -617 | -5.64% | Q1 2026 | May 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 10,236 | 518 | 0.18% | 0.19% | 331 | -2 | -0.02% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Reduced | 10,155 | 514 | 0.08% | 0.08% | 332 | -439 | -4.14% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | Reduced | 10,074 | 509 | 0.42% | 0.43% | 333 | -460 | -4.37% | Q1 2026 | Mar 31, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 10,041 | 508 | 0.07% | 0.11% | 334 | -1,276 | -11.28% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10,006 | 506 | 0.07% | 0.07% | 336 | -291 | -2.83% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,000 | 506 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Reduced | 9,947 | 503 | 0.19% | 0.25% | 337 | -2,931 | -22.76% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 9,854 | 498 | 0.01% | 0.01% | 338 | -1,602 | -13.98% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 9,768 | 494 | 0.17% | 0.14% | 339 | +2,002 | 25.78% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,709 | 491 | 0.0% | 0.0% | 340 | +4,529 | 87.43% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | Added to | 9,683 | 488 | 0.38% | 0.36% | 341 | +498 | 5.42% | Q1 2026 | Apr 10, 2026 |
| WNY Asset Management, LLC | History | New | 9,614 | 486 | 0.05% | — | 343 | +9,614 | New | Q1 2026 | May 22, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 9,618 | 486 | 0.23% | 0.13% | 342 | +3,688 | 62.19% | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 9,424 | 477 | 0.02% | 0.03% | 344 | -73 | -0.77% | Q1 2026 | Apr 15, 2026 |
| Optas, LLC | History | Added to | 9,400 | 475 | 0.07% | 0.04% | 345 | +4,150 | 79.05% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 9,213 | 466 | 0.02% | 0.02% | 346 | +28 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Patten Group, Inc. | History | Added to | 9,177 | 464 | 0.08% | 0.07% | 347 | +1,363 | 17.44% | Q1 2026 | Apr 24, 2026 |
| CGC Financial Services, LLC | History | Reduced | 8,972 | 454 | 0.13% | 0.13% | 348 | -831 | -8.48% | Q1 2026 | Apr 13, 2026 |
| Copia Wealth Management | History | No change | 8,935 | 452 | 0.31% | 0.32% | 349 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Advisors, LLC | History | Added to | 8,918 | 451 | 0.23% | 0.24% | 350 | +58 | 0.65% | Q1 2026 | May 14, 2026 |
| Nvest Financial, LLC | History | No change | 8,900 | 450 | 0.17% | 0.19% | 351 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NorthCoast Asset Management LLC | History | No change | 8,885 | 449 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 8,840 | 447 | 0.05% | 0.09% | 353 | -7,617 | -46.28% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 8,804 | 446 | 0.0% | 0.0% | 354 | +1,837 | 26.37% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,736 | 442 | 0.13% | 0.13% | 355 | -28 | -0.32% | Q1 2026 | May 05, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 8,667 | 438 | 0.33% | 0.37% | 356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 8,618 | 436 | 0.08% | — | 357 | +8,618 | New | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 8,393 | 424 | 0.01% | — | 359 | +8,393 | New | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,389 | 424 | 0.01% | 0.0% | 358 | +8,340 | 17020.41% | Q1 2026 | Apr 07, 2026 |
| Southland Equity Partners LLC | History | Reduced | 8,309 | 420 | 0.08% | 0.09% | 360 | -304 | -3.53% | Q1 2026 | Apr 14, 2026 |
| SFAM, LLC | History | Added to | 8,280 | 419 | 0.39% | 0.38% | 361 | +101 | 1.23% | Q1 2026 | May 04, 2026 |
| Liquid Strategies, LLC | History | No change | 8,215 | 415 | 0.09% | 0.09% | 362 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Capital Management LP | History | Reduced | 8,149 | 412 | 0.1% | 0.11% | 363 | -197 | -2.36% | Q1 2026 | Apr 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 8,090 | 409 | 0.03% | 0.03% | 364 | -455 | -5.32% | Q1 2026 | Apr 24, 2026 |
| Seed Wealth Management, Inc. | History | No change | 8,000 | 404 | 0.28% | 0.28% | 365 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,942 | 402 | 0.0% | 0.0% | 366 | +594 | 8.08% | Q1 2026 | May 08, 2026 |
| Marble Wealth, LLC | History | New | 7,895 | 399 | 0.07% | — | 367 | +7,895 | New | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,863 | 398 | 0.02% | 0.02% | 368 | -531 | -6.33% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,766 | 393 | 0.03% | 0.02% | 369 | +914 | 13.34% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,646 | 387 | 0.02% | 0.03% | 370 | -75 | -0.97% | Q1 2026 | Apr 27, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 7,607 | 385 | 0.12% | 0.39% | 371 | -13,648 | -64.21% | Q1 2026 | May 08, 2026 |
| Guardian Partners Inc. | History | Added to | 7,447 | 377 | 0.03% | 0.03% | 372 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Alley Investment Management Company, LLC | History | No change | 7,393 | 374 | 0.05% | 0.04% | 373 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Courage Miller Partners, LLC | History | No change | 7,348 | 371 | 0.1% | 0.11% | 374 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Reduced | 7,258 | 367 | 0.03% | 0.04% | 376 | -1,741 | -19.35% | Q1 2026 | Apr 17, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 7,259 | 367 | 0.06% | 0.04% | 375 | +1,008 | 16.13% | Q1 2026 | May 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,130 | 360 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 7,083 | 358 | 0.07% | 0.08% | 378 | -244 | -3.33% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 7,000 | 354 | 0.05% | 0.05% | 379 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,876 | 348 | 0.04% | 0.03% | 380 | +2,668 | 63.4% | Q1 2026 | Apr 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 6,875 | 347 | 0.1% | 0.09% | 381 | +1,425 | 26.15% | Q1 2026 | Apr 06, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 6,849 | 346 | 0.02% | 0.02% | 382 | -1,228 | -15.2% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 6,769 | 342 | 0.18% | 0.21% | 383 | -806 | -10.64% | Q1 2026 | Apr 16, 2026 |
| SVB WEALTH LLC | History | Reduced | 6,755 | 341 | 0.02% | 0.04% | 384 | -7,003 | -50.9% | Q1 2026 | Apr 17, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 6,640 | 336 | 0.23% | 0.24% | 385 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 6,621 | 335 | 0.09% | 0.09% | 386 | +40 | 0.61% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 6,618 | 334 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 6,563 | 332 | 0.03% | 0.03% | 388 | -603 | -8.41% | Q1 2026 | May 11, 2026 |
| Verum Partners LLC | History | Reduced | 6,538 | 330 | 0.06% | 0.1% | 389 | -2,894 | -30.68% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 6,509 | 329 | 0.0% | 0.13% | 390 | -225,223 | -97.19% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 6,429 | 325 | 0.05% | 0.05% | 391 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,027 | 305 | 0.02% | 0.02% | 392 | +1,071 | 21.61% | Q1 2026 | Apr 20, 2026 |
| Summit Trail Advisors, LLC | History | New | 6,000 | 303 | 0.0% | — | 393 | +6,000 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | New | 5,964 | 301 | 0.01% | — | 396 | +5,964 | New | Q1 2026 | May 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 5,956 | 301 | 0.04% | 0.05% | 394 | -1,000 | -14.38% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 5,961 | 301 | 0.06% | 0.07% | 395 | -14 | -0.23% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,894 | 298 | 0.13% | 0.12% | 397 | +413 | 7.54% | Q1 2026 | May 11, 2026 |
| Pine Haven Investment Counsel, Inc | History | Reduced | 5,900 | 298 | 0.22% | 0.22% | 398 | -254 | -4.13% | Q1 2026 | Apr 16, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,823 | 294 | 0.0% | 0.01% | 399 | -7,145 | -55.1% | Q1 2026 | May 01, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 5,800 | 293 | 0.06% | 0.06% | 400 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,804 | 293 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,168 | 292 | 0.01% | 0.01% | 402 | -1,668 | -4.19% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,743 | 290 | 0.0% | 0.01% | 403 | +671 | 13.23% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,669 | 286 | 0.03% | 0.04% | 404 | -588 | -9.4% | Q1 2026 | Apr 22, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 5,477 | 277 | 0.14% | — | 405 | +5,477 | New | Q1 2026 | Apr 16, 2026 |
| Forza Wealth Management, LLC | History | New | 5,475 | 277 | 0.1% | — | 406 | +5,475 | New | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | New | 5,411 | 273 | 0.03% | — | 407 | +5,411 | New | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 5,385 | 272 | 0.06% | 0.05% | 408 | -272 | -4.81% | Q1 2026 | Apr 08, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 5,333 | 269 | 0.07% | 0.07% | 409 | -20 | -0.37% | Q1 2026 | Apr 16, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 5,281 | 267 | 0.03% | — | 410 | +5,281 | New | Q1 2026 | May 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,248 | 265 | 0.08% | 0.08% | 411 | -513 | -8.9% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,219 | 263 | 0.0% | 0.0% | 412 | -35 | -0.67% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,133 | 259 | 0.01% | 0.02% | 413 | -645 | -11.16% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,111 | 258 | 0.0% | — | 414 | +5,111 | New | Q1 2026 | May 13, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 5,062 | 256 | 0.05% | 0.05% | 415 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RCW Management, LLC | History | No change | 5,069 | 256 | 0.26% | 0.26% | 416 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Visionary Wealth Advisors | History | New | 5,001 | 253 | 0.01% | — | 419 | +5,001 | New | Q1 2026 | May 13, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 5,006 | 253 | 0.14% | 0.14% | 417 | +42 | 0.85% | Q1 2026 | May 08, 2026 |
| MLP3, LLC | History | No change | 5,000 | 253 | 0.28% | 0.28% | 418 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | New | 4,955 | 250 | 0.02% | — | 420 | +4,955 | New | Q1 2026 | May 19, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 4,884 | 246 | 0.16% | 0.06% | 421 | +2,737 | 127.48% | Q1 2026 | May 12, 2026 |
| Traub Capital Management LLC | History | Added to | 4,874 | 246 | 0.24% | 0.23% | 422 | +40 | 0.83% | Q1 2026 | Apr 23, 2026 |
| Claro Advisors Inc. | History | Added to | 4,701 | 237 | 0.03% | 0.03% | 423 | +593 | 14.44% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | No change | 4,690 | 237 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COFG Advisors, LLC | History | Added to | 4,659 | 235 | 0.06% | 0.06% | 425 | +31 | 0.67% | Q1 2026 | May 11, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 4,660 | 235 | 0.2% | 0.19% | 426 | +16 | 0.34% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,605 | 233 | 0.0% | 0.0% | 427 | -1,805 | -28.16% | Q1 2026 | May 13, 2026 |
| M1 Capital Management LLC | History | No change | 4,614 | 233 | 0.11% | 0.1% | 428 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 4,542 | 229 | 0.04% | 0.6% | 429 | -46,296 | -91.07% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,476 | 226 | 0.03% | 0.11% | 430 | -14,712 | -76.67% | Q1 2026 | May 01, 2026 |
| ONE Advisory Partners, LLC | History | New | 4,436 | 224 | 0.07% | — | 431 | +4,436 | New | Q1 2026 | Apr 13, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 4,413 | 223 | 0.12% | 0.11% | 432 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,377 | 221 | 0.0% | 0.0% | 435 | +33 | 0.76% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 4,378 | 221 | 0.04% | 0.04% | 434 | +2 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Portfolio Strategies, Inc. | History | No change | 4,369 | 221 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 4,323 | 218 | 0.06% | — | 436 | +4,323 | New | Q1 2026 | Apr 09, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,300 | 217 | 0.09% | 0.09% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,242 | 214 | 0.03% | 0.03% | 438 | -49 | -1.14% | Q1 2026 | Apr 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 4,220 | 213 | 0.01% | — | 439 | +4,220 | New | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,200 | 211 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 4,132 | 209 | 0.1% | — | 442 | +4,132 | New | Q1 2026 | May 05, 2026 |
| HF Advisory Group, LLC | History | Reduced | 4,139 | 209 | 0.07% | 0.08% | 441 | -425 | -9.31% | Q1 2026 | Apr 21, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 4,113 | 208 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,049 | 204 | 0.02% | 0.01% | 444 | +2,645 | 188.39% | Q1 2026 | Apr 30, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 4,035 | 204 | 0.09% | 0.07% | 445 | -226 | -5.3% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | New | 4,026 | 203 | 0.03% | — | 446 | +4,026 | New | Q1 2026 | May 11, 2026 |
| Galilei Investment Office LLP | History | No change | 4,000 | 202 | 0.1% | 0.1% | 447 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| General Partner, Inc. | History | Reduced | 3,980 | 201 | 0.12% | 2.47% | 448 | -82,195 | -95.38% | Q1 2026 | Apr 08, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 3,970 | 200 | 0.07% | 0.07% | 450 | -210 | -5.02% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,961 | 200 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Byrne Asset Management LLC | History | New | 3,950 | 199 | 0.12% | — | 451 | +3,950 | New | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Reduced | 3,667 | 185 | 0.0% | 0.0% | 452 | -242 | -6.19% | Q1 2026 | May 15, 2026 |
| Avalon Trust Co | History | No change | 3,397 | 171 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,355 | 169 | 0.05% | 0.05% | 454 | +21 | 0.63% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 3,310 | 167 | 0.01% | — | 455 | +3,310 | New | Q1 2026 | May 19, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,166 | 160 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,000 | 151 | 0.04% | 0.03% | 457 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,643 | 133 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 2,544 | 128 | 0.01% | 0.01% | 459 | -1,500 | -37.09% | Q1 2026 | Apr 24, 2026 |
| Transce3nd, LLC | History | Added to | 2,516 | 127 | 1.13% | 0.89% | 460 | +339 | 15.57% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,436 | 123 | 0.1% | — | 461 | +2,436 | New | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,425 | 122 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 2,395 | 121 | 0.01% | — | 463 | +2,395 | New | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,387 | 120 | 0.0% | 0.0% | 464 | -7 | -0.29% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 2,250 | 113 | 0.02% | 0.01% | 465 | +1,700 | 309.09% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,197 | 111 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,166 | 109 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | Added to | 2,106 | 106 | 0.02% | 0.01% | 468 | +1,719 | 444.19% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,068 | 105 | 0.0% | — | 469 | +2,068 | New | Q1 2026 | May 18, 2026 |
| WEBSTER BANK, N. A. | History | New | 1,979 | 100 | 0.01% | — | 470 | +1,979 | New | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,910 | 96 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,799 | 91 | 0.0% | 0.01% | 472 | -236 | -11.6% | Q1 2026 | Apr 24, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,525 | 77 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NFSG Corp | History | Reduced | 1,490 | 75 | 0.01% | 0.02% | 474 | -1,005 | -40.28% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,295 | 65 | 0.0% | — | 476 | +1,295 | New | Q1 2026 | May 05, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,282 | 65 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,270 | 64 | 0.0% | 0.0% | 477 | -82,548 | -98.48% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 1,225 | 62 | 0.0% | — | 478 | +1,225 | New | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,152 | 58 | 0.01% | 0.08% | 480 | -4,777 | -80.57% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,161 | 58 | 0.0% | 0.01% | 479 | -284 | -19.65% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,050 | 53 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | New | 1,019 | 52 | 0.03% | — | 482 | +1,019 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,014 | 51 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,008 | 51 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 877 | 44 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 746 | 37 | 0.01% | — | 486 | +730 | 4562.5% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 746 | 37 | 0.01% | 0.01% | 487 | -164 | -18.02% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 691 | 34 | 0.02% | 0.13% | 488 | -4,387 | -86.39% | Q1 2026 | Apr 02, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 684 | 34 | 0.03% | — | 489 | +684 | New | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 670 | 33 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 671 | 33 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 647 | 32 | 0.0% | 0.0% | 492 | +50 | 8.38% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 640 | 32 | 0.0% | 0.0% | 493 | +7 | 1.11% | Q1 2026 | May 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 625 | 31 | 0.03% | 0.03% | 494 | +4 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 27 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 26,264 | 26 | 0.01% | 0.01% | 496 | +12,116 | 85.64% | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 522 | 26 | 0.02% | 0.02% | 497 | -8 | -1.51% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 509 | 25 | 0.0% | 0.0% | 498 | -150 | -22.76% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 470 | 23 | 0.02% | 0.09% | 499 | -1,242 | -72.55% | Q1 2026 | May 13, 2026 |
| PROTECTIVE LIFE CORP | History | New | 401 | 20 | 0.07% | — | 501 | +401 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 404 | 20 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 313 | 15 | 0.0% | 0.0% | 502 | +125 | 66.49% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | Reduced | 299 | 15 | 0.01% | 0.01% | 503 | -70 | -18.97% | Q1 2026 | May 21, 2026 |
| RED REEF ADVISORS LLC | History | No change | 240 | 12 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 198 | 10 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | Reduced | 185 | 9 | 0.0% | 0.0% | 508 | -154 | -45.43% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 180 | 9 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 150 | 7 | 0.0% | — | 510 | +150 | New | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 154 | 7 | 0.0% | 0.0% | 509 | +1 | 0.65% | Q1 2026 | Apr 17, 2026 |
| Leo H. Evart, Inc. | History | New | 137 | 6 | 0.01% | — | 513 | +137 | New | Q1 2026 | May 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Reduced | 80 | 4 | 0.0% | 0.0% | 514 | -459 | -85.16% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 90 | 4 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Navigoe, LLC | History | New | 74 | 3 | 0.0% | — | 518 | +74 | New | Q1 2026 | May 01, 2026 |
| Pandora Wealth, Inc. | History | No change | 43 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 28 | 1 | 0.0% | — | 525 | +28 | New | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 20 | 1 | 0.0% | — | 524 | +20 | New | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | No change | 26 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MY Wealth Management Inc. | History | Closed out | 0 | 0 | — | 8.13% | — | -184,351 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -82,460 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.08% | — | -65,847 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -64,426 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Client First Capital LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -61,091 | -100.0% | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -40,969 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -38,249 | -100.0% | Q1 2026 | May 04, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -35,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 16.01% | — | -32,682 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,200 | -100.0% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,579 | -100.0% | Q1 2026 | May 13, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,014 | -100.0% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,215 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,148 | -100.0% | Q1 2026 | May 11, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,975 | -100.0% | Q1 2026 | May 05, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,933 | -100.0% | Q1 2026 | May 04, 2026 |
| MBE Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,063 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,969 | -100.0% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,335 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,181 | -100.0% | Q1 2026 | May 07, 2026 |
| Aviance Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,079 | -100.0% | Q1 2026 | May 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,526 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,311 | -100.0% | Q1 2026 | May 04, 2026 |
| Ridgeline Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,990 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,445 | -100.0% | Q1 2026 | May 19, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,397 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -794 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -740 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q1 2026 | May 01, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PlanVest Financial, Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +10 | 500.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |