iSHARES TRUST - IDEV
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 49,630,091 | 4,147,586 | 0.3% | 0.31% | 1 | -2,851,761 | -5.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 25,073,469 | 2,095,389 | 0.04% | 0.03% | 2 | +4,928,442 | 24.46% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 19,092,951 | 1,595,597 | 1.08% | 1.04% | 3 | +1,537,353 | 8.76% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,561,195 | 1,384,019 | 0.8% | 0.54% | 4 | +4,609,301 | 38.57% | Q1 2026 | May 08, 2026 |
| BANK OF KOREA | History | Added to | 14,003,997 | 1,170,314 | 28.31% | 27.48% | 5 | +6,396,076 | 84.07% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 13,293,015 | 1,110,897 | 0.07% | 0.06% | 6 | +1,212,679 | 10.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,142,459 | 1,098,972 | 0.25% | 0.15% | 7 | +4,796,576 | 57.47% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,439,499 | 1,039,563 | 0.96% | 0.99% | 8 | +292,761 | 2.41% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | New | 6,178,128 | 516,306 | 14.98% | — | 9 | +6,178,128 | New | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,697,125 | 476,108 | 0.13% | 0.11% | 10 | +1,400,916 | 32.61% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 5,562,808 | 464,883 | 0.2% | 0.16% | 11 | +1,050,618 | 23.28% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,458,824 | 456,193 | 0.64% | 0.42% | 12 | +1,981,866 | 57.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,628,401 | 374,946 | 0.02% | 0.02% | 13 | +195,541 | 4.41% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 4,064,751 | 339,691 | 3.81% | 4.03% | 14 | +207,094 | 5.37% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,779,896 | 315,620 | 3.18% | 3.61% | 15 | +206,462 | 5.78% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 3,524,524 | 294,563 | 0.33% | 0.33% | 16 | +7,829 | 0.22% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 3,294,618 | 275,331 | 1.33% | 0.01% | 17 | +3,273,002 | 15141.57% | Q1 2026 | May 04, 2026 |
| Bank of Finland | History | No change | 3,254,031 | 271,939 | 19.9% | 18.64% | 18 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,278,313 | 270,395 | 22.57% | 22.57% | 19 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 3,109,957 | 259,899 | 0.28% | 0.25% | 20 | +300,238 | 10.69% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 3,084,815 | 257,797 | 6.58% | 6.61% | 21 | -14,841 | -0.48% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,053,125 | 255,149 | 2.33% | 0.0% | 22 | +3,052,890 | 1299102.13% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,760,114 | 230,662 | 0.36% | 0.28% | 23 | +568,237 | 25.92% | Q1 2026 | May 06, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,598,000 | 217,062 | 4.55% | 4.5% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,019,870 | 168,800 | 0.05% | 0.05% | 25 | +117,205 | 6.16% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,835,423 | 153,386 | 0.04% | 0.03% | 26 | +350,761 | 23.63% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,815,864 | 151,751 | 0.02% | 0.02% | 27 | +382,094 | 26.65% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,714,721 | 143,299 | 0.29% | 0.28% | 28 | +36,046 | 2.15% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,668,425 | 139,430 | 0.94% | 0.94% | 29 | +37,628 | 2.31% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,624,893 | 135,792 | 5.95% | 7.31% | 30 | +21,773 | 1.36% | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 1,493,767 | 123,205 | 7.04% | 7.04% | 31 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,464,742 | 122,408 | 1.39% | 1.14% | 32 | +244,325 | 20.02% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,298,019 | 116,315 | 4.46% | 4.6% | 33 | -58,483 | -4.31% | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 1,371,889 | 114,648 | 14.13% | 14.49% | 34 | -29,119 | -2.08% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | Added to | 1,290,231 | 107,824 | 0.69% | 1.77% | 35 | +28,841 | 2.29% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,281,026 | 107,055 | 0.57% | 0.07% | 36 | +1,155,230 | 918.34% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,195,549 | 98,608 | 7.21% | 7.21% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,166,486 | 97,483 | 0.06% | 0.06% | 38 | +102,430 | 9.63% | Q1 2026 | May 07, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,090,736 | 91,152 | 7.24% | 6.87% | 39 | -8,506 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 937,195 | 78,317 | 0.09% | 0.09% | 40 | +4,346 | 0.47% | Q1 2026 | May 13, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 926,308 | 77,412 | 2.89% | 2.38% | 41 | +116,925 | 14.45% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 898,464 | 75,084 | 0.01% | 0.01% | 42 | +202,768 | 29.15% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 775,736 | 64,828 | 1.93% | 1.94% | 43 | -2,335 | -0.3% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 762,690 | 63,738 | 3.82% | 3.72% | 44 | +20,988 | 2.83% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 679,524 | 56,774 | 0.1% | 0.1% | 45 | +13,071 | 1.96% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 661,077 | 55,246 | 0.01% | 0.0% | 46 | +645,281 | 4085.09% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 657,329 | 54,932 | 0.06% | 0.06% | 47 | +35,422 | 5.7% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 653,949 | 54,650 | 0.01% | 0.01% | 48 | +59,158 | 9.95% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 638,540 | 53,362 | 0.07% | 0.07% | 49 | +32,286 | 5.33% | Q1 2026 | Apr 27, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 628,470 | 52,521 | 8.5% | 9.12% | 50 | -51,266 | -7.54% | Q1 2026 | Apr 15, 2026 |
| Rock Creek Group LLC | History | Added to | 606,193 | 50,659 | 5.13% | 5.3% | 51 | +33,589 | 5.87% | Q1 2026 | May 11, 2026 |
| Starr Indemnity & Liability Co | History | No change | 606,060 | 50,648 | 12.87% | 14.2% | 52 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 601,586 | 50,274 | 8.88% | 8.87% | 53 | -11,016 | -1.8% | Q1 2026 | Apr 17, 2026 |
| ESL Trust Services, LLC | History | New | 564,751 | 47,196 | 9.01% | — | 54 | +564,751 | New | Q1 2026 | May 07, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 558,240 | 46,652 | 4.69% | 4.49% | 55 | +11,973 | 2.19% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 523,253 | 45,878 | 2.94% | 2.47% | 56 | +84,337 | 19.21% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 496,389 | 41,483 | 0.61% | 0.64% | 57 | -10,060 | -1.99% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 489,301 | 40,890 | 0.0% | 0.0% | 58 | +12,117 | 2.54% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 488,968 | 40,863 | 0.83% | 0.8% | 59 | +8,822 | 1.84% | Q1 2026 | Apr 15, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 454,100 | 37,949 | 9.2% | 8.85% | 60 | -15,700 | -3.34% | Q1 2026 | Apr 16, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 447,091 | 37,363 | 4.12% | 4.14% | 61 | +16,357 | 3.8% | Q1 2026 | Apr 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 440,960 | 36,851 | 4.69% | 4.54% | 62 | +20,375 | 4.84% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 424,183 | 35,448 | 7.64% | 7.26% | 63 | +22,300 | 5.55% | Q1 2026 | Apr 22, 2026 |
| Veery Capital, LLC | History | Added to | 419,077 | 35,022 | 10.74% | 9.96% | 64 | +25,428 | 6.46% | Q1 2026 | Apr 09, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 410,122 | 34,273 | 14.06% | 14.6% | 65 | -9,540 | -2.27% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 404,723 | 33,824 | 0.05% | 0.05% | 66 | -7,456 | -1.81% | Q1 2026 | May 15, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 395,579 | 33,058 | 10.39% | 8.58% | 67 | +83,203 | 26.64% | Q1 2026 | Apr 27, 2026 |
| C V STARR & CO INC | History | No change | 378,787 | 31,655 | 16.51% | 17.17% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 371,900 | 31,080 | 0.08% | 0.07% | 69 | +47,005 | 14.47% | Q1 2026 | Apr 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 370,656 | 30,975 | 6.75% | 6.58% | 70 | +23,190 | 6.67% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 366,623 | 30,638 | 0.49% | 0.19% | 71 | +226,028 | 160.77% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 358,663 | 29,973 | 0.57% | 0.51% | 72 | -20,374 | -5.38% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | Added to | 342,034 | 28,583 | 3.49% | 3.37% | 73 | +1,369 | 0.4% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 313,226 | 27,444 | 1.55% | 1.46% | 74 | +13,510 | 4.51% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Added to | 301,018 | 25,156 | 1.9% | 1.88% | 75 | +16,192 | 5.68% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 295,771 | 24,717 | 0.3% | 0.33% | 76 | -11,042 | -3.6% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 286,655 | 23,955 | 0.13% | 0.14% | 77 | -11,818 | -3.96% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 279,919 | 23,392 | 0.39% | 0.31% | 78 | +55,480 | 24.72% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 278,399 | 23,265 | 5.2% | 4.84% | 79 | +26,080 | 10.34% | Q1 2026 | Apr 15, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 277,303 | 23,174 | 8.72% | 8.64% | 80 | +3,707 | 1.35% | Q1 2026 | May 11, 2026 |
| Retirement Management Systems Inc. | History | Added to | 267,895 | 22,388 | 5.4% | 5.15% | 81 | +24,173 | 9.92% | Q1 2026 | Apr 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 267,257 | 22,334 | 8.41% | 8.25% | 82 | +8,101 | 3.13% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 247,915 | 22,004 | 6.02% | 5.96% | 83 | +6,739 | 2.79% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 258,999 | 21,644 | 1.12% | 1.08% | 84 | +14,136 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 246,173 | 20,572 | 2.84% | 2.7% | 85 | +7,371 | 3.09% | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 244,628 | 20,438 | 4.07% | 4.0% | 86 | +13,895 | 6.02% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 244,510 | 20,433 | 3.07% | 3.0% | 87 | +13,613 | 5.9% | Q1 2026 | Apr 14, 2026 |
| Mueller Wealth, LLC | History | Added to | 242,742 | 20,285 | 16.18% | 3.36% | 88 | +193,566 | 393.62% | Q1 2026 | May 01, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 241,135 | 20,151 | 2.54% | 2.42% | 89 | -1,898 | -0.78% | Q1 2026 | Apr 24, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 240,714 | 20,116 | 0.32% | — | 90 | +240,714 | New | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 236,624 | 20,072 | 0.34% | 0.37% | 91 | -6,561 | -2.7% | Q1 2026 | May 14, 2026 |
| Columbus Macro, LLC | History | Reduced | 239,233 | 19,992 | 2.14% | 2.16% | 92 | -348 | -0.15% | Q1 2026 | Apr 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 236,229 | 19,741 | 0.78% | 0.74% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ABLE Financial Group, LLC | History | Added to | 225,035 | 18,806 | 3.68% | 3.44% | 94 | +19,537 | 9.51% | Q1 2026 | Apr 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 224,645 | 18,773 | 1.83% | 1.91% | 95 | -12,521 | -5.28% | Q1 2026 | Apr 29, 2026 |
| Oak Root LLC | History | Added to | 221,516 | 18,512 | 2.26% | 1.77% | 96 | +44,328 | 25.02% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 221,475 | 18,508 | 0.82% | — | 97 | +221,475 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 217,934 | 18,212 | 0.15% | 0.06% | 98 | +159,471 | 272.77% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 217,366 | 18,165 | 0.02% | 0.02% | 99 | +16,140 | 8.02% | Q1 2026 | Apr 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 213,030 | 17,802 | 1.79% | 1.73% | 100 | +5,624 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 210,267 | 17,571 | 0.07% | 0.05% | 101 | +57,510 | 37.65% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 206,710 | 17,274 | 0.19% | 0.12% | 102 | +96,328 | 87.27% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 192,740 | 16,107 | 0.08% | 0.08% | 103 | +5,067 | 2.7% | Q1 2026 | May 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 191,163 | 15,975 | 4.44% | 4.32% | 104 | +17,991 | 10.39% | Q1 2026 | Apr 24, 2026 |
| Crane Advisory, LLC | History | Added to | 178,638 | 15,855 | 2.37% | 2.02% | 105 | +22,466 | 14.39% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 187,376 | 15,658 | 0.13% | 0.19% | 106 | -121,603 | -39.36% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | Added to | 187,032 | 15,630 | 4.59% | 4.13% | 107 | +16,568 | 9.72% | Q1 2026 | May 14, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 185,524 | 15,504 | 16.84% | 16.85% | 108 | -1,499 | -0.8% | Q1 2026 | May 13, 2026 |
| Cerity Partners OCIO LLC | History | New | 182,623 | 15,261 | 0.92% | — | 109 | +182,623 | New | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 178,535 | 14,920 | 4.76% | — | 110 | +178,535 | New | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Added to | 178,493 | 14,916 | 5.83% | 5.82% | 111 | +1,174 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 175,248 | 14,645 | 9.78% | 9.89% | 112 | -2,653 | -1.49% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 175,025 | 14,626 | 0.2% | 0.18% | 113 | +10,719 | 6.52% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,203 | 13,791 | 0.09% | 0.03% | 114 | +106,176 | 173.98% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 164,761 | 13,769 | 0.07% | 0.03% | 115 | +99,201 | 151.31% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 163,466 | 13,660 | 0.76% | 0.62% | 116 | +28,527 | 21.14% | Q1 2026 | Apr 23, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 159,555 | 13,334 | 2.82% | 1.19% | 117 | +101,628 | 175.44% | Q1 2026 | May 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 158,079 | 13,210 | 6.53% | 6.34% | 118 | +3,209 | 2.07% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 160,127 | 13,207 | 0.45% | 0.45% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 157,979 | 13,202 | 2.0% | 1.93% | 120 | +4,008 | 2.6% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 157,141 | 13,132 | 0.07% | 0.07% | 121 | +6,154 | 4.08% | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 154,501 | 12,912 | 0.11% | 0.07% | 122 | +54,288 | 54.17% | Q1 2026 | May 13, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 153,687 | 12,843 | 4.61% | 4.57% | 123 | +2,677 | 1.77% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Reduced | 147,898 | 12,359 | 1.41% | 2.08% | 124 | -47,519 | -24.32% | Q1 2026 | May 07, 2026 |
| Tenzing Financial LLC | History | Added to | 139,557 | 12,336 | 9.26% | 8.75% | 125 | +8,845 | 6.77% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 147,235 | 12,304 | 0.53% | 0.48% | 126 | +8,350 | 6.01% | Q1 2026 | May 14, 2026 |
| Friday Financial | History | Added to | 146,666 | 12,256 | 4.22% | 4.22% | 127 | +1,462 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 139,473 | 11,655 | 1.61% | 8.52% | 128 | -572,484 | -80.41% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Reduced | 138,005 | 11,533 | 0.05% | 0.05% | 129 | -880 | -0.63% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 162,382 | 11,501 | 1.05% | 1.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 137,539 | 11,490 | 3.92% | 3.58% | 131 | +16,952 | 14.06% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,942 | 11,360 | 0.0% | 0.0% | 132 | +96,583 | 245.39% | Q1 2026 | May 13, 2026 |
| Wealthquest Corp | History | No change | 134,840 | 11,121 | 0.84% | 0.84% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 132,338 | 11,059 | 0.2% | 0.21% | 134 | -4,705 | -3.43% | Q1 2026 | May 07, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 132,269 | 11,053 | 6.91% | 7.64% | 135 | -16,127 | -10.87% | Q1 2026 | Apr 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 133,934 | 11,046 | 3.01% | 3.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 129,669 | 10,836 | 0.08% | 0.09% | 137 | -1,210 | -0.92% | Q1 2026 | Apr 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 129,193 | 10,796 | 1.44% | 1.49% | 138 | -6,651 | -4.9% | Q1 2026 | Apr 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 128,377 | 10,728 | 1.83% | 1.72% | 139 | +10,247 | 8.67% | Q1 2026 | Apr 15, 2026 |
| Convergence Financial, LLC | History | Added to | 127,711 | 10,709 | 1.14% | 1.44% | 140 | +8,354 | 7.0% | Q1 2026 | May 11, 2026 |
| Prism Planning Partners LLC | History | Added to | 123,615 | 10,330 | 12.22% | 11.26% | 141 | +1,913 | 1.57% | Q1 2026 | May 12, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 122,277 | 10,218 | 5.38% | 4.95% | 142 | +4,876 | 4.15% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 121,474 | 10,151 | 0.01% | 0.0% | 143 | +83,341 | 218.55% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 119,419 | 9,979 | 0.38% | 0.35% | 144 | +4,083 | 3.54% | Q1 2026 | May 11, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 119,062 | 9,950 | 0.67% | 0.62% | 145 | +5,209 | 4.58% | Q1 2026 | Apr 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 116,384 | 9,726 | 2.5% | 2.2% | 146 | +15,002 | 14.8% | Q1 2026 | Apr 09, 2026 |
| JGP Wealth Management, LLC | History | Added to | 115,313 | 9,636 | 1.0% | 0.34% | 147 | +76,189 | 194.74% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,814 | 9,517 | 0.02% | 0.02% | 148 | -66,207 | -36.98% | Q1 2026 | Apr 08, 2026 |
| Nova R Wealth, Inc. | History | Added to | 113,746 | 9,505 | 3.03% | 0.18% | 149 | +107,815 | 1817.82% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 112,561 | 9,406 | 0.58% | 0.57% | 150 | -5,140 | -4.37% | Q1 2026 | Apr 07, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 111,400 | 9,309 | 0.39% | 0.4% | 151 | -1,548 | -1.37% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 110,966 | 9,273 | 0.38% | 0.34% | 152 | +10,674 | 10.64% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 110,712 | 9,252 | 0.26% | 0.24% | 153 | +7,986 | 7.77% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | Reduced | 109,107 | 9,118 | 3.87% | 4.43% | 154 | -823 | -0.75% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 107,759 | 9,005 | 0.35% | 0.34% | 155 | -2,594 | -2.35% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 103,493 | 8,648 | 0.16% | 0.14% | 156 | +13,917 | 15.54% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 102,547 | 8,569 | 0.49% | 0.51% | 157 | -1,432 | -1.38% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 101,566 | 8,487 | 0.2% | — | 158 | +101,566 | New | Q1 2026 | Apr 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 99,681 | 8,330 | 4.3% | 4.17% | 159 | +4,206 | 4.41% | Q1 2026 | Apr 10, 2026 |
| rebel Financial LLC | History | Reduced | 98,737 | 8,251 | 3.58% | 3.52% | 160 | -1,055 | -1.06% | Q1 2026 | Apr 24, 2026 |
| Wedmont Private Capital | History | No change | 93,710 | 8,235 | 0.27% | 0.27% | 161 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 98,250 | 8,210 | 1.07% | 1.23% | 162 | -16,798 | -14.6% | Q1 2026 | Apr 23, 2026 |
| MBA Advisors LLC | History | Added to | 95,511 | 7,981 | 3.07% | 3.02% | 163 | +4,521 | 4.97% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 92,806 | 7,755 | 0.41% | 0.46% | 164 | -8,265 | -8.18% | Q1 2026 | Apr 29, 2026 |
| Beckerman Institutional, LLC | History | Added to | 91,986 | 7,687 | 4.08% | 4.25% | 165 | +128 | 0.14% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 90,558 | 7,567 | 0.14% | 0.14% | 166 | -6,464 | -6.66% | Q1 2026 | Apr 10, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 90,359 | 7,551 | 4.33% | 3.7% | 167 | +4,086 | 4.74% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 88,353 | 7,383 | 0.29% | 0.17% | 168 | +70,216 | 387.14% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 88,315 | 7,380 | 0.47% | 0.48% | 169 | -2,929 | -3.21% | Q1 2026 | Apr 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 86,315 | 7,213 | 3.29% | 3.41% | 170 | -958 | -1.1% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,123 | 7,197 | 0.0% | 0.0% | 171 | +23,179 | 36.82% | Q1 2026 | May 15, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 86,068 | 7,192 | 5.39% | 4.77% | 172 | +14,017 | 19.45% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | No change | 85,745 | 7,165 | 2.94% | 2.84% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| David J Yvars Group | History | Reduced | 85,465 | 7,142 | 3.99% | 3.8% | 174 | -1,131 | -1.31% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 85,029 | 7,105 | 0.0% | 0.0% | 175 | -20,656 | -19.54% | Q1 2026 | May 04, 2026 |
| ALPS ADVISORS INC | History | Reduced | 84,580 | 7,068 | 0.03% | 0.04% | 176 | -8,920 | -9.54% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 83,039 | 6,939 | 4.66% | 4.62% | 177 | +873 | 1.06% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 82,119 | 6,862 | 0.11% | 0.13% | 178 | -9,632 | -10.5% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 81,373 | 6,800 | 1.08% | 1.13% | 179 | +7,168 | 9.66% | Q1 2026 | Apr 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 81,044 | 6,772 | 1.43% | 1.41% | 180 | -151 | -0.19% | Q1 2026 | May 05, 2026 |
| Vertex Planning Partners, LLC | History | New | 80,895 | 6,760 | 1.31% | — | 182 | +80,895 | New | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Added to | 80,891 | 6,760 | 2.75% | 2.7% | 181 | +2,188 | 2.78% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 80,592 | 6,735 | 0.21% | 0.21% | 183 | -706 | -0.87% | Q1 2026 | Apr 27, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 80,104 | 6,694 | 0.49% | 0.52% | 184 | -5,073 | -5.96% | Q1 2026 | Apr 22, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 80,110 | 6,694 | 4.04% | 3.57% | 185 | +1,252 | 1.59% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 79,723 | 6,662 | 2.48% | 1.4% | 186 | +30,630 | 62.39% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 78,900 | 6,593 | 0.04% | 0.11% | 187 | -314,349 | -79.94% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,837 | 6,588 | 0.0% | 0.0% | 188 | +70,690 | 867.68% | Q1 2026 | May 05, 2026 |
| LTS Liquid Investments LLC | History | Added to | 77,767 | 6,498 | 6.08% | 6.02% | 189 | +1,000 | 1.3% | Q1 2026 | Apr 29, 2026 |
| Red Wave Investments LLC | History | Reduced | 76,404 | 6,385 | 1.91% | 1.88% | 190 | -323 | -0.42% | Q1 2026 | May 08, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 75,228 | 6,286 | 2.69% | 2.5% | 191 | +1,490 | 2.02% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 74,339 | 6,212 | 0.14% | 0.04% | 192 | +54,747 | 279.44% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 73,271 | 6,123 | 0.08% | 0.08% | 193 | +40 | 0.05% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 71,061 | 5,938 | 0.2% | 0.2% | 194 | +30 | 0.04% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 70,500 | 5,891 | 0.07% | 0.07% | 195 | +6,298 | 9.81% | Q1 2026 | Apr 20, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 68,668 | 5,738 | 3.35% | 3.55% | 196 | -5,462 | -7.37% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 67,812 | 5,667 | 0.55% | 0.58% | 197 | -2,125 | -3.04% | Q1 2026 | Apr 20, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 67,590 | 5,648 | 2.65% | 2.57% | 198 | +5,395 | 8.67% | Q1 2026 | Apr 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 66,063 | 5,520 | 3.48% | 3.61% | 199 | +2,034 | 3.18% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | New | 64,678 | 5,405 | 0.06% | — | 200 | +64,678 | New | Q1 2026 | May 05, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 64,385 | 5,380 | 2.56% | 2.63% | 201 | -122 | -0.19% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 62,977 | 5,262 | 3.86% | 3.1% | 202 | +12,658 | 25.16% | Q1 2026 | Apr 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 61,719 | 5,157 | 0.12% | 0.13% | 203 | -2,977 | -4.6% | Q1 2026 | May 15, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 61,138 | 5,109 | 2.81% | 2.65% | 204 | -1,783 | -2.83% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 59,428 | 4,966 | 0.18% | 0.19% | 205 | -2,427 | -3.92% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,962 | 4,676 | 0.01% | 0.01% | 206 | +985 | 1.79% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,478 | 4,636 | 0.01% | 0.01% | 207 | +4,336 | 8.48% | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 55,425 | 4,631 | 0.6% | 0.61% | 208 | -970 | -1.72% | Q1 2026 | Apr 28, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 55,426 | 4,631 | 0.48% | 0.47% | 209 | -686 | -1.22% | Q1 2026 | May 12, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 55,066 | 4,601 | 4.01% | 4.39% | 210 | -1,524 | -2.69% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 54,858 | 4,584 | 0.02% | 0.02% | 211 | +171 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Cloud Capital Management, LLC | History | Added to | 52,672 | 4,398 | 1.92% | 1.65% | 212 | +10,395 | 24.59% | Q1 2026 | May 12, 2026 |
| FF Advisors,LLC | History | No change | 49,324 | 4,309 | 1.75% | 1.81% | 213 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 52,180 | 4,303 | 0.28% | 0.28% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 49,765 | 4,158 | 2.43% | 2.01% | 215 | +9,898 | 24.83% | Q1 2026 | Apr 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 49,207 | 4,112 | 0.06% | 0.07% | 216 | -3,944 | -7.42% | Q1 2026 | May 11, 2026 |
| Probity Advisors, Inc. | History | Reduced | 48,819 | 4,079 | 0.65% | 0.65% | 217 | -596 | -1.21% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 46,671 | 4,024 | 0.07% | 0.02% | 218 | +42,092 | 919.24% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 47,673 | 3,984 | 0.85% | 0.91% | 219 | +1,601 | 3.47% | Q1 2026 | May 01, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 46,907 | 3,920 | 2.85% | 2.42% | 220 | +5,408 | 13.03% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | New | 44,270 | 3,699 | 0.01% | — | 221 | +44,270 | New | Q1 2026 | May 15, 2026 |
| Strid Group, LLC | History | Reduced | 43,812 | 3,661 | 0.45% | 0.49% | 222 | -3,848 | -8.07% | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 43,711 | 3,652 | 0.16% | 0.15% | 223 | +3,347 | 8.29% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 43,629 | 3,646 | 0.1% | 0.06% | 224 | +17,001 | 63.85% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 43,153 | 3,606 | 0.07% | 0.07% | 225 | -970 | -2.2% | Q1 2026 | May 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 41,915 | 3,502 | 1.05% | 1.03% | 226 | +830 | 2.02% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 41,251 | 3,447 | 0.01% | 0.01% | 227 | +2,697 | 7.0% | Q1 2026 | May 14, 2026 |
| Cordant, Inc. | History | Reduced | 41,242 | 3,446 | 1.4% | 1.43% | 228 | -122 | -0.29% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 41,205 | 3,444 | 0.11% | — | 229 | +41,205 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 40,947 | 3,421 | 0.01% | 0.0% | 230 | +37,213 | 996.6% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 40,941 | 3,421 | 0.21% | 0.21% | 231 | -577 | -1.39% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 40,039 | 3,346 | 0.01% | 0.01% | 232 | +1,505 | 3.91% | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 39,324 | 3,286 | 1.92% | 1.89% | 233 | -495 | -1.24% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 39,041 | 3,262 | 0.02% | 0.01% | 234 | +8,641 | 28.42% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 39,039 | 3,253 | 0.02% | 0.02% | 235 | -768 | -1.93% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 36,317 | 3,190 | 0.29% | 0.13% | 236 | +19,778 | 119.58% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,181 | 3,161 | 0.0% | 0.0% | 237 | +24,836 | 186.11% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 37,819 | 3,160 | 0.04% | 0.05% | 238 | -403 | -1.05% | Q1 2026 | May 15, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 37,417 | 3,126 | 1.78% | 2.36% | 239 | -14,005 | -27.24% | Q1 2026 | May 05, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 37,370 | 3,122 | 1.34% | 1.25% | 240 | +3,937 | 11.78% | Q1 2026 | Apr 08, 2026 |
| Unconventional Investor, LLC | History | No change | 36,834 | 3,078 | 1.46% | 1.44% | 241 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,136 | 3,062 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 36,574 | 3,056 | 0.16% | — | 243 | +36,574 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Added to | 36,339 | 3,036 | 0.16% | 0.25% | 244 | +3,391 | 10.29% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,166 | 3,017 | 0.05% | 0.03% | 245 | +18,598 | 105.86% | Q1 2026 | May 15, 2026 |
| Resolute Advisors LLC | History | No change | 36,062 | 3,013 | 1.25% | 0.97% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,984 | 3,007 | 0.33% | 0.33% | 247 | -179 | -0.49% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 35,276 | 2,948 | 0.01% | — | 248 | +35,276 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 35,199 | 2,941 | 0.06% | 0.07% | 249 | -3,302 | -8.58% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,136 | 2,936 | 0.02% | 0.02% | 250 | -261 | -0.74% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 34,614 | 2,892 | 0.03% | 0.02% | 251 | +10,987 | 46.5% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,412 | 2,875 | 0.1% | 0.07% | 252 | +545 | 1.61% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,279 | 2,864 | 0.01% | 0.0% | 253 | +16,013 | 87.67% | Q1 2026 | May 04, 2026 |
| Belleair Asset Management, LLC | History | Added to | 34,228 | 2,860 | 2.61% | 2.49% | 254 | +2,453 | 7.72% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 34,381 | 2,835 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 32,958 | 2,754 | 0.07% | 0.07% | 256 | +1,008 | 3.15% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 32,506 | 2,716 | 0.38% | 0.36% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 32,319 | 2,700 | 1.62% | 1.38% | 258 | -1,060 | -3.18% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 31,594 | 2,680 | 0.55% | 0.13% | 259 | +26,591 | 531.5% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 32,034 | 2,677 | 0.12% | 0.12% | 260 | +513 | 1.63% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 31,932 | 2,668 | 0.01% | 0.01% | 261 | +10,633 | 49.92% | Q1 2026 | May 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 31,214 | 2,608 | 1.27% | 1.27% | 262 | -261 | -0.83% | Q1 2026 | May 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 31,107 | 2,599 | 1.95% | 1.44% | 263 | +28 | 0.09% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 31,487 | 2,597 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 31,056 | 2,595 | 0.65% | 0.73% | 265 | -1,147 | -3.56% | Q1 2026 | Apr 29, 2026 |
| B&D White Capital Company, LLC | History | No change | 30,765 | 2,571 | 0.32% | 0.29% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 30,389 | 2,539 | 0.0% | — | 267 | +30,389 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,199 | 2,523 | 0.03% | 0.03% | 268 | +4,105 | 15.73% | Q1 2026 | May 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 30,111 | 2,516 | 1.35% | 1.37% | 269 | -801 | -2.59% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | New | 30,058 | 2,511 | 1.1% | — | 270 | +30,058 | New | Q1 2026 | May 04, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 28,287 | 2,498 | 1.29% | 1.71% | 271 | -3,456 | -10.89% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,795 | 2,489 | 0.03% | 0.02% | 272 | +7,870 | 35.9% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 29,378 | 2,455 | 0.14% | 0.12% | 273 | +1,048 | 3.7% | Q1 2026 | May 14, 2026 |
| Towne Trust Company, N.A | History | Added to | 29,120 | 2,433 | 0.78% | 0.51% | 274 | +9,269 | 46.69% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,342 | 2,368 | 0.06% | 0.06% | 275 | +5,962 | 26.64% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,149 | 2,352 | 0.0% | 0.0% | 276 | +26,730 | 1883.72% | Q1 2026 | May 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,071 | 2,345 | 1.49% | 1.65% | 278 | -3,360 | -10.69% | Q1 2026 | Apr 21, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 28,072 | 2,345 | 0.94% | 0.86% | 277 | +2,628 | 10.33% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 28,012 | 2,340 | 0.13% | 0.14% | 279 | -475 | -1.67% | Q1 2026 | May 14, 2026 |
| VanderPol Investments L.L.C. | History | No change | 28,290 | 2,333 | 4.06% | 4.06% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | New | 27,736 | 2,317 | 0.08% | — | 281 | +27,736 | New | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 27,694 | 2,314 | 0.29% | 0.24% | 282 | +4,820 | 21.07% | Q1 2026 | Apr 17, 2026 |
| FC Advisory LLC | History | Reduced | 27,622 | 2,308 | 0.67% | 0.71% | 283 | -2,394 | -7.98% | Q1 2026 | Apr 14, 2026 |
| Karras Company, Inc. | History | Reduced | 26,822 | 2,241 | 2.27% | 2.2% | 284 | -474 | -1.74% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,403 | 2,239 | 0.02% | 0.01% | 285 | +13,934 | 111.75% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,109 | 2,181 | 0.0% | 0.0% | 286 | +2,602 | 11.07% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 26,069 | 2,178 | 1.25% | — | 287 | +26,069 | New | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 25,675 | 2,145 | 0.07% | 0.07% | 288 | -661 | -2.51% | Q1 2026 | May 04, 2026 |
| RHS Financial, LLC | History | Added to | 25,077 | 2,095 | 0.99% | 0.97% | 289 | +920 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 24,745 | 2,067 | 0.02% | — | 290 | +24,745 | New | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 24,179 | 2,020 | 0.15% | 0.15% | 291 | -262 | -1.07% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 23,536 | 1,966 | 0.05% | 0.05% | 292 | +3,881 | 19.75% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | Added to | 23,355 | 1,951 | 0.05% | 0.04% | 293 | +4,131 | 21.49% | Q1 2026 | Apr 23, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 23,318 | 1,948 | 0.24% | 0.24% | 294 | +538 | 2.36% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,099 | 1,930 | 0.05% | 0.06% | 295 | -5,887 | -20.31% | Q1 2026 | Apr 28, 2026 |
| United Financial Planning Group LLC | History | Reduced | 23,076 | 1,928 | 1.14% | 1.2% | 296 | -829 | -3.47% | Q1 2026 | May 08, 2026 |
| K2 Financial Inc. | History | Added to | 21,722 | 1,912 | 1.39% | 1.39% | 297 | +331 | 1.55% | Q1 2026 | Apr 28, 2026 |
| CGN Advisors LLC | History | Added to | 22,497 | 1,880 | 0.15% | 0.15% | 298 | +90 | 0.4% | Q1 2026 | Apr 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 22,129 | 1,849 | 0.19% | 0.21% | 299 | +3,184 | 16.81% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 21,646 | 1,808 | 0.06% | 0.03% | 300 | +10,531 | 94.75% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 21,359 | 1,784 | 0.09% | 0.1% | 301 | -1,772 | -7.66% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,091 | 1,762 | 0.0% | 0.0% | 302 | +12,444 | 143.91% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Added to | 20,977 | 1,753 | 0.39% | 0.38% | 303 | +532 | 2.6% | Q1 2026 | Apr 21, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 20,907 | 1,747 | 1.13% | 1.14% | 304 | -346 | -1.63% | Q1 2026 | May 08, 2026 |
| Arista Wealth Management, LLC | History | Added to | 20,806 | 1,738 | 0.21% | 0.21% | 305 | +232 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 20,686 | 1,728 | 0.12% | 0.09% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 20,668 | 1,727 | 1.08% | — | 307 | +20,668 | New | Q1 2026 | Apr 14, 2026 |
| BXM Wealth LLC | History | Added to | 20,418 | 1,706 | 1.31% | 1.3% | 308 | +6 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Reduced | 18,705 | 1,681 | 0.02% | 0.03% | 309 | -286 | -1.51% | Q1 2026 | Apr 20, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 19,737 | 1,649 | 0.4% | 0.39% | 310 | +330 | 1.7% | Q1 2026 | Apr 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,721 | 1,648 | 0.0% | 0.0% | 311 | -9,398 | -32.27% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,695 | 1,645 | 0.05% | 0.05% | 312 | +3,008 | 18.03% | Q1 2026 | May 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 19,039 | 1,591 | 0.38% | — | 313 | +19,039 | New | Q1 2026 | Apr 24, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 19,025 | 1,589 | 0.15% | 0.16% | 314 | -905 | -4.54% | Q1 2026 | May 13, 2026 |
| Evensky & Katz LLC | History | Reduced | 18,875 | 1,577 | 0.09% | 0.1% | 315 | -2,934 | -13.45% | Q1 2026 | Apr 22, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 18,589 | 1,553 | 0.96% | — | 316 | +18,589 | New | Q1 2026 | Apr 28, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 18,494 | 1,545 | 0.61% | 0.68% | 317 | -1,821 | -8.96% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 17,969 | 1,523 | 0.0% | 0.01% | 318 | +2,295 | 14.64% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 18,225 | 1,523 | 0.13% | 0.16% | 319 | +728 | 4.16% | Q1 2026 | Apr 30, 2026 |
| F&V Capital Management, LLC | History | Added to | 17,920 | 1,498 | 0.32% | 0.3% | 320 | +810 | 4.73% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 17,685 | 1,477 | 0.0% | 0.0% | 321 | -4 | -0.02% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 17,348 | 1,449 | 0.02% | 0.0% | 322 | +17,012 | 5063.1% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | Added to | 17,161 | 1,434 | 0.33% | 0.27% | 323 | +2,882 | 20.18% | Q1 2026 | Apr 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 17,053 | 1,425 | 0.59% | 0.67% | 324 | -3,679 | -17.75% | Q1 2026 | Apr 23, 2026 |
| Rede Wealth, LLC | History | Added to | 16,994 | 1,420 | 0.51% | 0.26% | 325 | +7,975 | 88.42% | Q1 2026 | Apr 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 16,698 | 1,395 | 0.4% | 0.45% | 326 | +2,689 | 19.19% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 16,698 | 1,395 | 0.4% | 0.47% | 327 | -1,842 | -9.94% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,395 | 1,370 | 0.0% | 0.0% | 328 | -1,697 | -9.38% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,286 | 1,361 | 0.01% | 0.0% | 329 | +11,308 | 227.16% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,273 | 1,359 | 0.08% | 0.11% | 330 | -6,856 | -29.64% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,287 | 1,345 | 0.03% | 0.03% | 331 | +1,597 | 11.67% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | No change | 15,872 | 1,326 | 0.25% | 0.26% | 332 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Heritage Trust Co | History | Reduced | 15,538 | 1,298 | 0.13% | 0.14% | 333 | -1,078 | -6.49% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Reduced | 15,329 | 1,281 | 0.04% | 0.05% | 334 | -710 | -4.43% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,185 | 1,269 | 0.02% | 0.02% | 335 | +3,617 | 31.27% | Q1 2026 | May 18, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 15,000 | 1,253 | 0.07% | — | 336 | +15,000 | New | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,885 | 1,243 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 14,868 | 1,242 | 0.0% | 0.0% | 338 | +1,461 | 10.9% | Q1 2026 | May 14, 2026 |
| Mann Financial Group, Inc. | History | Added to | 14,843 | 1,240 | 1.17% | 0.74% | 339 | +5,545 | 59.64% | Q1 2026 | Apr 24, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 14,680 | 1,226 | 0.57% | 0.57% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 14,362 | 1,200 | 0.29% | 0.29% | 341 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,187 | 1,185 | 0.02% | — | 342 | +14,187 | New | Q1 2026 | Apr 27, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 14,021 | 1,182 | 0.49% | 0.48% | 343 | +139 | 1.0% | Q1 2026 | Apr 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 13,989 | 1,169 | 0.84% | 0.79% | 344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 13,983 | 1,168 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 13,961 | 1,166 | 0.01% | 0.01% | 346 | +1,460 | 11.68% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,933 | 1,164 | 0.0% | 0.0% | 347 | -467 | -3.24% | Q1 2026 | May 14, 2026 |
| Veltria Advisors Corp. | History | New | 13,182 | 1,160 | 3.85% | — | 348 | +13,182 | New | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,731 | 1,147 | 0.01% | 0.01% | 349 | +42 | 0.31% | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 13,630 | 1,139 | 0.22% | 0.23% | 350 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| E-Wealth Partners, LLC | History | No change | 13,810 | 1,139 | 0.96% | 0.96% | 351 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 13,628 | 1,138 | 0.13% | 0.14% | 352 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 12,886 | 1,131 | 0.14% | 0.19% | 353 | -4,358 | -25.27% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,355 | 1,116 | 0.0% | 0.0% | 354 | -4,175 | -23.82% | Q1 2026 | May 15, 2026 |
| Tudor Financial Inc. | History | Reduced | 13,320 | 1,113 | 0.57% | 0.57% | 355 | -80 | -0.6% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 13,186 | 1,101 | 0.42% | 0.36% | 356 | +1,106 | 9.16% | Q1 2026 | Apr 20, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 13,005 | 1,086 | 0.31% | 0.11% | 357 | +8,520 | 189.97% | Q1 2026 | Apr 23, 2026 |
| Human Investing LLC | History | Added to | 12,989 | 1,085 | 0.16% | 0.15% | 358 | +185 | 1.44% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,868 | 1,075 | 0.02% | 0.02% | 359 | +1,929 | 17.63% | Q1 2026 | May 07, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 12,159 | 1,067 | 0.3% | — | 360 | +12,159 | New | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,512 | 1,045 | 0.31% | 0.28% | 361 | +1,314 | 11.73% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,300 | 1,027 | 0.05% | 0.04% | 362 | +665 | 5.72% | Q1 2026 | May 13, 2026 |
| Traveka Wealth, LLC | History | No change | 12,238 | 1,022 | 0.39% | 0.41% | 363 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 11,615 | 1,021 | 0.32% | 0.34% | 364 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,053 | 1,007 | 0.01% | 0.01% | 365 | +478 | 4.13% | Q1 2026 | Apr 30, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 11,880 | 992 | 0.22% | 0.22% | 366 | -643 | -5.13% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 11,829 | 989 | 0.0% | 0.0% | 367 | +358 | 3.12% | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,786 | 984 | 0.01% | — | 368 | +11,786 | New | Q1 2026 | May 07, 2026 |
| Gainplan LLC | History | Added to | 11,722 | 979 | 0.73% | 0.34% | 369 | +740 | 6.74% | Q1 2026 | Apr 08, 2026 |
| Berman McAleer LLC | History | Added to | 11,672 | 975 | 0.13% | 0.13% | 370 | +372 | 3.29% | Q1 2026 | Apr 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 11,585 | 968 | 0.1% | 0.1% | 371 | +271 | 2.4% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 11,594 | 968 | 0.27% | 0.29% | 372 | -258 | -2.18% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 11,531 | 963 | 0.01% | 0.01% | 373 | +123 | 1.08% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 11,352 | 948 | 0.68% | 0.71% | 374 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,273 | 942 | 0.0% | 0.0% | 375 | +2,413 | 27.23% | Q1 2026 | May 14, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 11,177 | 934 | 0.93% | 0.93% | 376 | -156 | -1.38% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,132 | 930 | 0.04% | 0.03% | 377 | +2,000 | 21.9% | Q1 2026 | Apr 28, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 11,126 | 929 | 0.2% | 0.21% | 378 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Graney & King, LLC | History | No change | 11,122 | 929 | 0.5% | 0.54% | 379 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 11,084 | 926 | 0.07% | 0.0% | 380 | +11,013 | 15511.27% | Q1 2026 | Apr 23, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 11,059 | 924 | 0.18% | 0.17% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 11,037 | 922 | 0.6% | 0.61% | 382 | -607 | -5.21% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 10,945 | 914 | 0.37% | 0.36% | 383 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 10,924 | 912 | 0.01% | 0.01% | 384 | +965 | 9.69% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,186 | 904 | 0.0% | 0.0% | 385 | +7,871 | 237.44% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 10,479 | 875 | 0.22% | 0.3% | 386 | -3,451 | -24.77% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 10,455 | 873 | 0.57% | 0.35% | 387 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 10,402 | 869 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARWA LLC | History | Added to | 9,685 | 848 | 0.42% | 0.36% | 389 | +2,108 | 27.82% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 10,083 | 842 | 0.05% | 0.21% | 390 | -35,085 | -77.68% | Q1 2026 | Apr 20, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 10,061 | 840 | 0.04% | 0.05% | 391 | -3,498 | -25.8% | Q1 2026 | May 08, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,035 | 838 | 0.06% | 0.18% | 392 | -19,002 | -65.44% | Q1 2026 | Apr 16, 2026 |
| Rossmore Private Capital | History | Reduced | 10,018 | 837 | 0.07% | 0.08% | 393 | -900 | -8.24% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,011 | 836 | 0.01% | 0.0% | 395 | +2,465 | 32.67% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 10,004 | 836 | 0.03% | 0.04% | 394 | +117 | 1.18% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,307 | 834 | 0.05% | — | 396 | +10,307 | New | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Added to | 9,883 | 825 | 0.04% | 0.03% | 397 | +1,361 | 15.97% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 9,804 | 819 | 0.01% | 0.01% | 398 | -1,430 | -12.73% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,686 | 809 | 0.02% | 0.01% | 399 | +4,534 | 88.0% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | No change | 9,632 | 804 | 0.34% | 0.35% | 400 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 9,620 | 803 | 0.04% | — | 401 | +9,620 | New | Q1 2026 | Apr 27, 2026 |
| Manuka Financial, LLC | History | No change | 9,447 | 789 | 0.49% | 0.48% | 402 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 9,346 | 781 | 0.1% | — | 404 | +9,346 | New | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | No change | 9,350 | 781 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 9,088 | 759 | 0.1% | — | 406 | +9,088 | New | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 9,088 | 759 | 0.22% | 0.23% | 405 | -519 | -5.4% | Q1 2026 | Apr 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 8,477 | 754 | 0.27% | 0.31% | 407 | -500 | -5.57% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 9,022 | 753 | 0.08% | 0.09% | 408 | -1,346 | -12.98% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 8,967 | 749 | 0.08% | 0.14% | 409 | -166 | -1.82% | Q1 2026 | Apr 17, 2026 |
| StoneX Group Inc. | History | Added to | 8,809 | 736 | 0.04% | 0.02% | 410 | +2,983 | 51.2% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 8,689 | 726 | 0.4% | — | 411 | +8,689 | New | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,628 | 721 | 0.0% | 0.0% | 412 | -234 | -2.64% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,578 | 716 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 8,531 | 712 | 0.15% | 0.1% | 414 | +3,283 | 62.56% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 8,414 | 703 | 0.02% | 0.02% | 415 | +753 | 9.83% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 8,359 | 698 | 0.61% | 0.64% | 416 | -372 | -4.26% | Q1 2026 | May 06, 2026 |
| TFB Advisors LLC | History | Reduced | 8,262 | 690 | 0.36% | 0.23% | 417 | -1,764 | -17.59% | Q1 2026 | Apr 20, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 8,249 | 689 | 0.17% | 0.21% | 418 | -204 | -2.41% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | New | 8,029 | 670 | 0.01% | — | 419 | +8,029 | New | Q1 2026 | May 11, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 8,015 | 669 | 0.31% | 0.33% | 420 | -49 | -0.61% | Q1 2026 | Apr 09, 2026 |
| J. Team Financial, Inc. | History | Added to | 7,993 | 667 | 0.75% | 0.58% | 421 | +901 | 12.7% | Q1 2026 | Apr 22, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,960 | 665 | 0.62% | 0.64% | 422 | -418 | -4.99% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 8,043 | 663 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bonfire Financial | History | Reduced | 7,920 | 661 | 0.5% | 0.49% | 424 | -105 | -1.31% | Q1 2026 | May 06, 2026 |
| Aureus Asset Management, LLC | History | New | 7,909 | 660 | 0.04% | — | 425 | +7,909 | New | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,871 | 657 | 0.02% | 0.03% | 426 | -988 | -11.15% | Q1 2026 | May 13, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 7,276 | 646 | 0.41% | 0.46% | 427 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,729 | 645 | 0.01% | 0.01% | 428 | +486 | 6.71% | Q1 2026 | May 01, 2026 |
| Lexington Hill Partners, LLC | History | No change | 7,720 | 645 | 0.37% | 0.48% | 429 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,698 | 643 | 0.01% | 0.01% | 431 | -384 | -4.75% | Q1 2026 | Apr 20, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 7,703 | 643 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,596 | 634 | 0.0% | 0.0% | 432 | +349 | 4.82% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 7,560 | 631 | 0.09% | 0.09% | 433 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,539 | 630 | 0.0% | 0.0% | 434 | -1,932 | -20.4% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Added to | 7,472 | 624 | 0.2% | 0.17% | 435 | +100 | 1.36% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,431 | 621 | 0.0% | 0.0% | 436 | +661 | 9.76% | Q1 2026 | May 08, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 7,369 | 617 | 0.18% | 0.19% | 437 | -320 | -4.16% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | New | 7,334 | 612 | 0.02% | — | 438 | +7,334 | New | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,292 | 609 | 0.01% | 0.0% | 439 | +4,216 | 137.06% | Q1 2026 | Apr 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 7,263 | 606 | 0.43% | 0.5% | 440 | -984 | -11.93% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 7,235 | 604 | 0.07% | 0.09% | 442 | -2,155 | -22.95% | Q1 2026 | Apr 23, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 7,233 | 604 | 0.32% | 0.27% | 441 | +585 | 8.8% | Q1 2026 | Apr 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,211 | 602 | 0.01% | 0.01% | 443 | -74 | -1.02% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,162 | 598 | 0.46% | 0.28% | 444 | +2,611 | 57.37% | Q1 2026 | May 08, 2026 |
| Bulltick Wealth Management, LLC | History | New | 7,123 | 595 | 0.13% | — | 447 | +7,123 | New | Q1 2026 | Apr 27, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 7,125 | 595 | 0.26% | 0.27% | 445 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 7,120 | 595 | 0.43% | 0.44% | 446 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,969 | 582 | 0.05% | 0.05% | 448 | +253 | 3.77% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,970 | 582 | 0.01% | 0.01% | 449 | +5 | 0.07% | Q1 2026 | May 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 6,940 | 579 | 0.05% | — | 450 | +6,940 | New | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 6,836 | 571 | 0.04% | 0.03% | 451 | +391 | 6.07% | Q1 2026 | May 06, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 6,841 | 571 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 6,784 | 566 | 0.07% | 0.08% | 453 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Klingman & Associates, LLC | History | No change | 6,749 | 564 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 6,582 | 550 | 0.39% | 0.41% | 455 | -419 | -5.98% | Q1 2026 | May 13, 2026 |
| Williams & Novak, LLC | History | No change | 6,450 | 547 | 0.41% | 0.4% | 456 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 6,442 | 538 | 0.22% | 0.21% | 457 | -151 | -2.29% | Q1 2026 | Apr 22, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 6,393 | 534 | 0.55% | 0.56% | 458 | +430 | 7.21% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | New | 6,388 | 533 | 0.41% | — | 459 | +6,388 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,339 | 529 | 0.01% | 0.01% | 460 | -161 | -2.48% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,303 | 526 | 0.01% | 0.0% | 462 | +2,143 | 51.51% | Q1 2026 | May 08, 2026 |
| Cannell & Spears LLC | History | No change | 6,295 | 526 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,180 | 524 | 0.03% | 0.02% | 463 | +1,119 | 22.11% | Q1 2026 | Apr 27, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 6,236 | 521 | 0.0% | 0.0% | 464 | -7,723 | -55.33% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 6,199 | 518 | 0.09% | 0.12% | 465 | -2,269 | -26.79% | Q1 2026 | Apr 21, 2026 |
| Altiora Financial Group, LLC | History | New | 6,180 | 516 | 0.08% | — | 466 | +6,180 | New | Q1 2026 | May 08, 2026 |
| Winter & Associates, Inc. | History | Reduced | 6,067 | 514 | 0.45% | 0.48% | 467 | -290 | -4.56% | Q1 2026 | Apr 08, 2026 |
| SVB WEALTH LLC | History | New | 6,142 | 513 | 0.03% | — | 468 | +6,142 | New | Q1 2026 | Apr 17, 2026 |
| IFG Advisors, LLC | History | No change | 6,062 | 506 | 0.08% | 0.08% | 469 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 6,037 | 504 | 0.51% | 0.58% | 470 | -654 | -9.77% | Q1 2026 | Apr 13, 2026 |
| Lynx Investment Advisory | History | Added to | 5,995 | 501 | 0.24% | 0.19% | 472 | +1,739 | 40.86% | Q1 2026 | Apr 24, 2026 |
| Riverview Trust Co | History | Reduced | 6,000 | 501 | 0.62% | 0.65% | 471 | -543 | -8.3% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,961 | 498 | 0.01% | 0.0% | 473 | +1,124 | 23.24% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Reduced | 5,875 | 490 | 0.04% | 0.04% | 475 | -200 | -3.29% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,872 | 490 | 0.03% | 0.03% | 474 | +100 | 1.73% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 5,826 | 486 | 0.17% | 0.17% | 476 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Continuum Advisory, LLC | History | No change | 5,807 | 485 | 0.05% | 0.05% | 477 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,794 | 484 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Merited Wealth, LLC | History | Added to | 5,777 | 482 | 0.4% | 0.39% | 479 | +678 | 13.3% | Q1 2026 | Apr 24, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 5,755 | 480 | 0.21% | 0.22% | 480 | -29 | -0.5% | Q1 2026 | May 08, 2026 |
| Balefire, LLC | History | Reduced | 5,590 | 467 | 0.09% | 0.09% | 481 | -170 | -2.95% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Added to | 5,503 | 459 | 0.01% | 0.01% | 483 | +19 | 0.35% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | No change | 5,494 | 459 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 5,446 | 455 | 0.07% | 0.29% | 484 | -17,717 | -76.49% | Q1 2026 | May 04, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 5,365 | 448 | 0.16% | 0.18% | 486 | -387 | -6.73% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | No change | 5,362 | 448 | 0.12% | 0.12% | 485 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,344 | 446 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,384 | 444 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 5,296 | 442 | 0.31% | 0.32% | 489 | -61 | -1.14% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,221 | 436 | 0.01% | — | 490 | +5,221 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 5,214 | 435 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Opulen Financial Group LLC | History | No change | 5,210 | 435 | 0.31% | 0.31% | 492 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 5,044 | 421 | 0.09% | 0.09% | 493 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 5,031 | 420 | 0.04% | — | 494 | +5,031 | New | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,000 | 417 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Apeiron RIA LLC | History | Reduced | 4,898 | 409 | 0.09% | 0.08% | 496 | -172 | -3.39% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | New | 4,880 | 407 | 0.07% | — | 497 | +4,880 | New | Q1 2026 | Apr 29, 2026 |
| EJMK Ventures LLC | History | Reduced | 4,805 | 401 | 0.22% | 0.32% | 500 | -1,471 | -23.44% | Q1 2026 | Apr 24, 2026 |
| Alteri Wealth LLC | History | Reduced | 4,810 | 401 | 0.13% | 0.13% | 499 | -54 | -1.11% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Reduced | 4,806 | 401 | 0.04% | 0.04% | 498 | -30 | -0.62% | Q1 2026 | May 01, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 4,771 | 398 | 0.12% | 0.14% | 501 | -629 | -11.65% | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 4,724 | 394 | 0.02% | 0.01% | 502 | +716 | 17.86% | Q1 2026 | May 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,700 | 392 | 0.03% | 0.03% | 503 | -560 | -10.65% | Q1 2026 | May 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 4,665 | 389 | 0.39% | 0.39% | 504 | -25 | -0.53% | Q1 2026 | Apr 22, 2026 |
| Curi Capital, LLC | History | Added to | 4,645 | 388 | 0.01% | 0.0% | 505 | +1,245 | 36.62% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 4,636 | 387 | 0.0% | — | 506 | +4,636 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,615 | 385 | 0.0% | 0.0% | 507 | -164 | -3.43% | Q1 2026 | May 08, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,555 | 380 | 0.17% | 0.11% | 508 | +53 | 1.18% | Q1 2026 | Apr 09, 2026 |
| Second Line Capital, LLC | History | No change | 4,133 | 365 | 0.07% | 0.07% | 509 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,355 | 363 | 0.08% | 0.08% | 510 | +108 | 2.54% | Q1 2026 | Apr 15, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 4,334 | 362 | 0.15% | 0.15% | 511 | -27 | -0.62% | Q1 2026 | Apr 23, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 4,317 | 360 | 0.02% | 0.01% | 512 | +1,216 | 39.21% | Q1 2026 | Apr 21, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 4,300 | 359 | 0.11% | 0.11% | 513 | -15 | -0.35% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,290 | 358 | 0.01% | 0.01% | 514 | +96 | 2.29% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,256 | 355 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 4,200 | 350 | 0.07% | 0.1% | 516 | -1,582 | -27.36% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | No change | 4,147 | 346 | 0.08% | 0.08% | 517 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 4,122 | 344 | 0.01% | — | 518 | +4,122 | New | Q1 2026 | May 19, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 3,864 | 342 | 0.2% | 0.91% | 520 | -15,539 | -80.09% | Q1 2026 | May 14, 2026 |
| Commerce Advisors, LLC | History | New | 4,094 | 342 | 0.29% | — | 521 | +4,094 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,091 | 342 | 0.01% | 0.01% | 519 | +41 | 1.01% | Q1 2026 | Apr 21, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 4,088 | 341 | 0.27% | 0.27% | 522 | +18 | 0.44% | Q1 2026 | Apr 27, 2026 |
| Tannin Capital LLC | History | New | 3,999 | 334 | 0.24% | — | 523 | +3,999 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,960 | 330 | 0.0% | 0.0% | 524 | -57 | -1.42% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3,901 | 325 | 0.05% | 0.05% | 525 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 3,887 | 324 | 0.14% | — | 527 | +3,887 | New | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 3,887 | 324 | 0.08% | 0.07% | 526 | -164 | -4.05% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Reduced | 3,864 | 322 | 0.0% | 0.0% | 528 | -200 | -4.92% | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,847 | 321 | 0.26% | 0.27% | 529 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 3,818 | 319 | 0.3% | 0.25% | 530 | +1,170 | 44.18% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | New | 3,790 | 316 | 0.02% | — | 533 | +3,790 | New | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,787 | 316 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,783 | 316 | 0.02% | 0.02% | 532 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 3,719 | 315 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 3,743 | 312 | 0.04% | — | 535 | +3,743 | New | Q1 2026 | Apr 30, 2026 |
| Wealthfront Advisers LLC | History | New | 3,719 | 310 | 0.0% | — | 538 | +3,719 | New | Q1 2026 | May 05, 2026 |
| Slagle Financial, LLC | History | Reduced | 3,712 | 310 | 0.1% | 0.11% | 536 | -174 | -4.48% | Q1 2026 | May 01, 2026 |
| Charis Legacy Partners, LLC | History | No change | 3,710 | 310 | 0.45% | 0.45% | 537 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,708 | 309 | 0.01% | 0.0% | 539 | +1,004 | 37.13% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 3,684 | 307 | 0.01% | 0.01% | 540 | +255 | 7.44% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,642 | 304 | 0.01% | 0.01% | 541 | +57 | 1.59% | Q1 2026 | Apr 29, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,637 | 303 | 0.23% | 0.23% | 542 | -223 | -5.78% | Q1 2026 | Apr 17, 2026 |
| Portside Wealth Group, LLC | History | No change | 3,618 | 302 | 0.04% | 0.04% | 543 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,602 | 301 | 0.05% | 0.08% | 544 | -2,435 | -40.33% | Q1 2026 | Apr 09, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,594 | 300 | 0.17% | 0.18% | 545 | +100 | 2.86% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,491 | 291 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 3,202 | 284 | 0.01% | 0.0% | 547 | +2,620 | 450.17% | Q1 2026 | May 13, 2026 |
| SMART Wealth LLC | History | Added to | 3,399 | 284 | 0.08% | 0.07% | 548 | +532 | 18.56% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,364 | 281 | 0.03% | — | 549 | +3,364 | New | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,349 | 279 | 0.25% | 0.4% | 550 | +79 | 2.42% | Q1 2026 | May 11, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 3,334 | 278 | 0.27% | 0.32% | 551 | -625 | -15.79% | Q1 2026 | Apr 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 3,222 | 269 | 0.09% | 0.09% | 552 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | New | 3,016 | 268 | 0.02% | — | 554 | +3,016 | New | Q1 2026 | Apr 20, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,208 | 268 | 0.05% | 0.05% | 553 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,194 | 266 | 0.2% | 0.2% | 556 | -55 | -1.69% | Q1 2026 | Apr 29, 2026 |
| New Republic Capital, LLC | History | No change | 3,186 | 266 | 0.09% | 0.07% | 555 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | New | 3,181 | 265 | 0.0% | — | 557 | +3,181 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,178 | 265 | 0.01% | — | 558 | +3,178 | New | Q1 2026 | Apr 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,153 | 263 | 0.07% | 0.05% | 559 | +594 | 23.21% | Q1 2026 | Apr 22, 2026 |
| Triad Wealth Partners, LLC | History | New | 3,124 | 261 | 0.02% | — | 561 | +3,124 | New | Q1 2026 | Apr 16, 2026 |
| Opes Wealth Management LLC | History | No change | 3,124 | 261 | 0.04% | 0.04% | 560 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,139 | 258 | 0.08% | 0.08% | 562 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EPIQ PARTNERS, LLC | History | New | 3,065 | 256 | 0.12% | — | 564 | +3,065 | New | Q1 2026 | Apr 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,069 | 256 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tortoise Investment Management, LLC | History | New | 3,000 | 250 | 0.02% | — | 566 | +3,000 | New | Q1 2026 | May 05, 2026 |
| Summit Wealth Group, LLC | History | New | 3,000 | 250 | 0.06% | — | 567 | +3,000 | New | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,992 | 250 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 2,975 | 248 | 0.07% | 0.06% | 569 | +371 | 14.25% | Q1 2026 | Apr 08, 2026 |
| Harfst & Associates, Inc. | History | No change | 2,975 | 248 | 0.04% | 0.04% | 568 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,966 | 247 | 0.04% | 0.04% | 570 | +359 | 13.77% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 2,917 | 243 | 0.02% | — | 571 | +2,917 | New | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,896 | 242 | 0.02% | 0.02% | 573 | +116 | 4.17% | Q1 2026 | May 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,900 | 242 | 0.05% | 0.04% | 572 | -100 | -3.33% | Q1 2026 | May 11, 2026 |
| Fairman Group, LLC | History | No change | 2,906 | 242 | 0.21% | 0.19% | 574 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 2,902 | 242 | 0.2% | 0.19% | 575 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 2,844 | 237 | 0.03% | 0.04% | 576 | -1,274 | -30.94% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,826 | 236 | 0.03% | 0.02% | 577 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,734 | 235 | 0.04% | 0.14% | 579 | -49,829 | -94.8% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,817 | 235 | 0.03% | 0.01% | 578 | -613 | -17.87% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | New | 2,805 | 234 | 0.0% | — | 580 | +2,805 | New | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,775 | 231 | 0.02% | — | 581 | +2,775 | New | Q1 2026 | Apr 24, 2026 |
| Values Added Financial LLC | History | New | 2,759 | 230 | 0.1% | — | 583 | +2,759 | New | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,755 | 230 | 0.04% | 0.04% | 582 | +66 | 2.45% | Q1 2026 | Apr 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 2,725 | 227 | 0.0% | — | 585 | +2,725 | New | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,716 | 227 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,698 | 225 | 0.0% | — | 586 | +2,698 | New | Q1 2026 | May 12, 2026 |
| Gryphon Financial Partners LLC | History | New | 2,650 | 221 | 0.02% | — | 588 | +2,650 | New | Q1 2026 | May 06, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 2,646 | 221 | 0.14% | 0.15% | 587 | -110 | -3.99% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,610 | 218 | 0.0% | 0.0% | 589 | -213 | -7.55% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 2,578 | 215 | 0.14% | 0.16% | 590 | -120,323 | -97.9% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | New | 2,552 | 213 | 0.01% | — | 591 | +2,552 | New | Q1 2026 | Apr 27, 2026 |
| Nicholas Wealth, LLC. | History | New | 2,537 | 212 | 0.15% | — | 592 | +2,537 | New | Q1 2026 | Apr 22, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 2,521 | 210 | 0.02% | 0.02% | 593 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MASECO LLP | History | Reduced | 2,497 | 208 | 0.01% | 0.01% | 594 | -406 | -13.99% | Q1 2026 | Apr 21, 2026 |
| West Wealth Group, LLC | History | Reduced | 2,477 | 207 | 0.04% | 0.04% | 595 | -66 | -2.6% | Q1 2026 | May 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 2,471 | 206 | 0.05% | — | 596 | +2,471 | New | Q1 2026 | May 06, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,448 | 204 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,410 | 201 | 0.01% | — | 598 | +2,410 | New | Q1 2026 | Apr 22, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,395 | 200 | 0.0% | — | 599 | +2,395 | New | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | New | 2,382 | 199 | 0.02% | — | 600 | +2,382 | New | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 2,327 | 194 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,220 | 185 | 0.17% | — | 602 | +2,220 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,188 | 177 | 0.01% | 0.01% | 603 | -2,350 | -51.78% | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 2,078 | 173 | 0.02% | — | 604 | +2,078 | New | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | Added to | 2,046 | 171 | 0.0% | 0.0% | 605 | +1,357 | 196.95% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,951 | 163 | 0.01% | 0.0% | 606 | +218 | 12.58% | Q1 2026 | Apr 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 1,862 | 155 | 0.0% | — | 607 | +1,862 | New | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,764 | 147 | 0.01% | 0.01% | 608 | -187 | -9.58% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | No change | 1,768 | 147 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,727 | 144 | 0.0% | — | 610 | +1,727 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,721 | 143 | 0.0% | — | 612 | +1,721 | New | Q1 2026 | May 11, 2026 |
| First PREMIER Bank | History | No change | 1,716 | 143 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | No change | 1,664 | 139 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,569 | 132 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | No change | 1,547 | 129 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | Reduced | 1,530 | 127 | 0.13% | 0.13% | 616 | -80 | -4.97% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,478 | 123 | 0.07% | 0.07% | 617 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 1,367 | 114 | 0.07% | — | 618 | +1,367 | New | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,337 | 111 | 0.11% | 0.11% | 619 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,265 | 105 | 0.01% | 0.0% | 620 | +1,077 | 572.87% | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,268 | 105 | 0.0% | 0.0% | 621 | -104 | -7.58% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,240 | 103 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,210 | 101 | 0.02% | 0.0% | 623 | +950 | 365.38% | Q1 2026 | May 04, 2026 |
| Nemes Rush Group LLC | History | No change | 1,204 | 100 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,183 | 97 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,133 | 94 | 0.02% | 0.04% | 626 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,072 | 89 | 0.0% | 0.0% | 627 | +731 | 214.37% | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,042 | 87 | 0.0% | 0.0% | 628 | +142 | 15.78% | Q1 2026 | Apr 07, 2026 |
| Archer Investment Corp | History | Added to | 1,037 | 86 | 0.02% | 0.02% | 629 | +65 | 6.69% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 981 | 81 | 0.0% | 0.0% | 630 | +313 | 46.86% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 976 | 81 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 940 | 78 | 0.01% | 0.01% | 632 | +155 | 19.75% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 930 | 77 | 0.0% | 0.0% | 633 | -2,790 | -75.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 910 | 76 | 0.22% | — | 634 | +910 | New | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 908 | 75 | 0.02% | — | 635 | +908 | New | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 852 | 71 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 831 | 69 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Avion Wealth | History | No change | 835 | 69 | 0.01% | 0.01% | 638 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 817 | 68 | 0.0% | 0.0% | 639 | -731 | -47.22% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 744 | 62 | 0.03% | 0.03% | 640 | +118 | 18.85% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 668 | 55 | 0.0% | 0.0% | 641 | +3 | 0.45% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 624 | 52 | 0.04% | 0.01% | 644 | +454 | 267.06% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 617 | 52 | 0.02% | 0.01% | 642 | +233 | 60.68% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 628 | 52 | 0.0% | 0.0% | 643 | -31 | -4.7% | Q1 2026 | May 05, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 603 | 50 | 0.04% | 0.04% | 645 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cetera Trust Company, N.A | History | No change | 517 | 43 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 522 | 43 | 0.03% | 0.03% | 647 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | No change | 511 | 42 | 0.03% | 0.03% | 648 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 508 | 42 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | No change | 463 | 39 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 462 | 38 | 0.02% | 0.02% | 651 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 437 | 36 | 0.01% | — | 652 | +437 | New | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 392 | 32 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Capital Management Investments LLC | History | New | 381 | 31 | 0.01% | — | 655 | +381 | New | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | No change | 379 | 31 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 359 | 30 | 0.0% | 0.0% | 656 | +191 | 113.69% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 351 | 29 | 0.02% | — | 657 | +351 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Added to | 334 | 27 | 0.0% | 0.0% | 658 | +276 | 475.86% | Q1 2026 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 335 | 27 | 0.02% | 0.02% | 659 | -33 | -8.97% | Q1 2026 | Apr 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 323 | 26 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 308 | 25 | 0.0% | — | 662 | +308 | New | Q1 2026 | May 07, 2026 |
| YANKCOM Partnership | History | No change | 307 | 25 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 289 | 24 | 0.0% | 0.0% | 663 | +156 | 117.29% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 283 | 23 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 255 | 21 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 248 | 20 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 241 | 20 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 200 | 16 | 0.02% | — | 669 | +200 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 200 | 16 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Parkside Financial Bank & Trust | History | New | 186 | 15 | 0.0% | — | 672 | +186 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 180 | 15 | 0.0% | 0.0% | 670 | -161 | -47.21% | Q1 2026 | May 01, 2026 |
| Legacy Bridge, LLC | History | No change | 187 | 15 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 176 | 14 | 0.03% | — | 674 | +176 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 169 | 14 | 0.0% | 0.0% | 673 | -115 | -40.49% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 142 | 11 | 0.0% | — | 678 | +142 | New | Q1 2026 | Apr 23, 2026 |
| ST GERMAIN D J CO INC | History | New | 137 | 11 | 0.0% | — | 677 | +137 | New | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 138 | 11 | 0.0% | 0.0% | 675 | -3 | -2.13% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 143 | 11 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 99 | 8 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | No change | 85 | 7 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 72 | 6 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Resources Capital Management, LLC | History | New | 66 | 5 | 0.0% | — | 685 | +66 | New | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | New | 64 | 5 | 0.0% | — | 684 | +64 | New | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 63 | 5 | 0.0% | — | 686 | +63 | New | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | New | 55 | 4 | 0.0% | — | 687 | +55 | New | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 55 | 4 | 0.0% | — | 688 | +55 | New | Q1 2026 | Apr 29, 2026 |
| SBI Securities Co., Ltd. | History | New | 55 | 4 | 0.0% | — | 689 | +55 | New | Q1 2026 | Apr 27, 2026 |
| Key Capital Management, INC | History | Added to | 41 | 3 | 0.0% | 0.0% | 692 | +5 | 13.89% | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | Added to | 40 | 3 | 0.0% | 0.0% | 691 | +2 | 5.26% | Q1 2026 | Apr 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 25 | 2 | 0.0% | 0.01% | 695 | -319 | -92.73% | Q1 2026 | Apr 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 29 | 2 | 0.0% | — | 693 | +24 | 480.0% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Olistico Wealth, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NFSG Corp | History | New | 16 | 1 | 0.0% | — | 704 | +16 | New | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 15 | 1 | 0.0% | — | 705 | +15 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 12 | 1 | 0.0% | — | 703 | +12 | New | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 21 | 1 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 21 | 1 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 19 | 1 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 19 | 1 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -1,304,921 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 2.3% | — | -320,400 | -100.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,650 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -61,791 | -100.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -42,067 | -100.0% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -41,421 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,102 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,745 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -5,736 | -100.0% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,751 | -100.0% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,627 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,591 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,581 | -100.0% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -3,321 | -100.0% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,240 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Carroll Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,191 | -100.0% | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,113 | -100.0% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,964 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -2,947 | -99.97% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,861 | -100.0% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,620 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,526 | -100.0% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,427 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.09% | — | -2,256 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,177 | -100.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -145 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |