iSHARES TRUST - IEF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 147,045,481 | 14,034,020 | 4.76% | 4.43% | 1 | +12,212,510 | 9.06% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 35,047,712 | 3,344,953 | 0.18% | 0.17% | 2 | +263,637 | 0.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,721,614 | 3,307,928 | 0.21% | 0.21% | 3 | +531,746 | 1.56% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,900,079 | 2,185,583 | 0.16% | 0.09% | 4 | +9,414,689 | 69.81% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,510,559 | 1,764,250 | 0.41% | 0.33% | 5 | +3,426,784 | 22.72% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,752,602 | 1,407,988 | 0.38% | 0.36% | 6 | +2,038,705 | 16.04% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 12,781,391 | 1,219,856 | 0.07% | 0.1% | 7 | -4,258,280 | -24.99% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,208,250 | 1,069,715 | 0.14% | 0.06% | 8 | +6,806,691 | 154.64% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 8,671,129 | 827,572 | 0.12% | 0.24% | 9 | -6,768,435 | -43.84% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,538,514 | 814,915 | 0.09% | 0.16% | 10 | -4,615,982 | -35.09% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,428,734 | 804,438 | 0.46% | 0.45% | 11 | -58,376 | -0.69% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,801,357 | 649,121 | 0.2% | 0.19% | 12 | +596,643 | 9.62% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 6,475,952 | 618,064 | 7.07% | 6.65% | 13 | +354,797 | 5.8% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Added to | 5,958,061 | 568,637 | 0.15% | 0.14% | 14 | +787,841 | 15.24% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,365,982 | 512,128 | 0.89% | 1.06% | 15 | -415,018 | -7.18% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 4,879,896 | 465,737 | 0.11% | 0.04% | 16 | +3,139,012 | 180.31% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,850,856 | 462,965 | 0.29% | 0.28% | 17 | +242,080 | 5.25% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,843,425 | 462,256 | 0.07% | 0.06% | 18 | +1,027,325 | 26.92% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,450,185 | 424,725 | 0.16% | 0.23% | 19 | -2,545,592 | -36.39% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | New | 3,673,879 | 350,636 | 10.17% | — | 20 | +3,673,879 | New | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 3,641,326 | 347,528 | 0.01% | 0.0% | 21 | +1,339,955 | 58.22% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,388,286 | 323,377 | 0.06% | 0.02% | 22 | +2,421,315 | 250.4% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 3,163,775 | 301,950 | 0.91% | 0.9% | 23 | -217,683 | -6.44% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,045,245 | 290,638 | 0.05% | 0.06% | 24 | -300,750 | -8.99% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,773,352 | 264,688 | 0.03% | 0.02% | 25 | +781,848 | 39.26% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,724,472 | 260,023 | 0.41% | 0.4% | 26 | +29,587 | 1.1% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,565,318 | 246,680 | 0.08% | 0.06% | 27 | +598,446 | 30.43% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,169,821 | 207,087 | 4.44% | 4.35% | 28 | +60,484 | 2.87% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,913,814 | 182,654 | 0.25% | 0.22% | 29 | +183,558 | 10.61% | Q1 2026 | Apr 27, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 1,897,311 | 181,079 | 2.99% | 2.87% | 30 | +180,454 | 10.51% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 1,889,214 | 180,306 | 10.82% | 10.96% | 31 | -171,565 | -8.33% | Q1 2026 | May 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,810,803 | 172,823 | 17.28% | 18.56% | 32 | -133,511 | -6.87% | Q1 2026 | Apr 15, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 1,771,690 | 169,090 | 37.9% | 36.7% | 33 | -34,321 | -1.9% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,538,763 | 146,859 | 0.13% | 0.12% | 34 | +116,614 | 8.2% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,417,768 | 135,077 | 0.14% | 0.12% | 35 | +275,814 | 24.15% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,336,059 | 127,513 | 0.26% | 0.2% | 36 | +328,290 | 32.58% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 1,307,168 | 124,756 | 0.14% | 0.15% | 37 | -46,519 | -3.44% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,288,790 | 123,002 | 0.3% | 0.25% | 38 | +174,811 | 15.69% | Q1 2026 | Apr 22, 2026 |
| Members Trust Co | History | Added to | 1,268,847 | 121,098 | 4.02% | 3.87% | 39 | +35,547 | 2.88% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,218,901 | 116,112 | 0.24% | 0.22% | 40 | -465,558 | -27.64% | Q1 2026 | Apr 08, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 1,182,507 | 112,858 | 9.03% | 2.37% | 41 | +923,748 | 356.99% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,110,125 | 105,950 | 1.64% | 0.02% | 42 | +1,099,911 | 10768.66% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,072,046 | 102,316 | 1.99% | 1.45% | 43 | +304,581 | 39.69% | Q1 2026 | Apr 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,070,158 | 102,135 | 6.87% | 6.63% | 44 | +71,608 | 7.17% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 1,009,045 | 97,029 | 5.43% | 5.43% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,002,923 | 95,719 | 0.25% | 0.19% | 46 | +247,336 | 32.73% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 990,423 | 94,525 | 1.16% | 2.46% | 47 | -993,535 | -50.08% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 983,964 | 93,909 | 0.13% | 0.14% | 48 | +12,657 | 1.3% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 959,941 | 91,616 | 0.9% | 0.68% | 49 | +190,400 | 24.74% | Q1 2026 | Apr 27, 2026 |
| Avalon Advisory Group | History | Added to | 925,015 | 88,283 | 35.62% | 34.84% | 50 | +36,996 | 4.17% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 894,281 | 85,350 | 4.13% | 4.07% | 51 | +79,030 | 9.69% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 855,197 | 81,620 | 1.65% | 1.42% | 52 | +22,348 | 2.68% | Q1 2026 | May 14, 2026 |
| Dauntless Investment Group, LLC | History | New | 824,700 | 78,709 | 52.11% | — | 53 | +824,700 | New | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 798,912 | 76,248 | 4.12% | 3.86% | 54 | +69,634 | 9.55% | Q1 2026 | May 06, 2026 |
| WestEnd Advisors, LLC | History | Added to | 779,648 | 74,410 | 1.8% | 1.7% | 55 | +22,570 | 2.98% | Q1 2026 | Apr 22, 2026 |
| MATAURO, LLC | History | Added to | 764,661 | 72,979 | 10.55% | 10.02% | 56 | +72,842 | 10.53% | Q1 2026 | Apr 22, 2026 |
| AIA Group Ltd | History | Added to | 763,695 | 72,887 | 1.06% | 0.91% | 57 | +133,350 | 21.16% | Q1 2026 | May 06, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 762,422 | 72,765 | 18.42% | 16.83% | 58 | -23,379 | -2.98% | Q1 2026 | Apr 15, 2026 |
| Jain Global LLC | History | New | 756,106 | 72,162 | 0.3% | — | 59 | +756,106 | New | Q1 2026 | May 15, 2026 |
| Juniper Hill Capital Management LP | History | No change | 744,199 | 71,562 | 17.09% | 17.09% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 723,021 | 69,005 | 0.54% | 0.63% | 61 | -189,830 | -20.8% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 704,626 | 67,249 | 0.12% | 0.17% | 62 | -274,568 | -28.04% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 652,522 | 62,276 | 0.17% | 0.13% | 63 | +100,346 | 18.17% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 627,232 | 59,863 | 0.34% | 0.32% | 64 | +40,312 | 6.87% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | New | 609,268 | 58,148 | 3.48% | — | 65 | +609,268 | New | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | Added to | 601,226 | 57,381 | 7.2% | 7.35% | 66 | +2,951 | 0.49% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 601,105 | 57,369 | 0.07% | 0.04% | 67 | +207,505 | 52.72% | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 550,348 | 52,525 | 11.44% | 9.23% | 68 | +132,107 | 31.59% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 544,561 | 51,972 | 1.96% | 1.79% | 69 | +44,369 | 8.87% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 534,295 | 50,993 | 0.05% | 0.03% | 70 | +233,238 | 77.47% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 528,262 | 50,417 | 1.94% | 1.96% | 71 | +19,992 | 3.93% | Q1 2026 | Apr 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 524,082 | 50,018 | 0.81% | 0.66% | 72 | +115,889 | 28.39% | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 509,552 | 48,631 | 8.26% | 6.21% | 73 | +28,073 | 5.83% | Q1 2026 | Apr 22, 2026 |
| Verition Fund Management LLC | History | New | 500,000 | 47,720 | 0.31% | — | 74 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 497,065 | 47,439 | 8.46% | 8.46% | 75 | +4,927 | 1.0% | Q1 2026 | Apr 07, 2026 |
| GenWealth Group, Inc. | History | Added to | 489,306 | 46,699 | 7.99% | 7.51% | 76 | +32,110 | 7.02% | Q1 2026 | May 11, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 468,039 | 44,669 | 14.28% | 13.99% | 77 | +29,047 | 6.62% | Q1 2026 | Apr 08, 2026 |
| Leo Wealth, LLC | History | Added to | 464,602 | 44,340 | 3.22% | 2.92% | 78 | +46,650 | 11.16% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 451,933 | 43,132 | 0.01% | 0.13% | 79 | -17,009 | -3.63% | Q1 2026 | May 04, 2026 |
| Community Financial Services Group, LLC | History | Added to | 442,134 | 42,020 | 7.4% | 7.39% | 80 | +23,436 | 5.6% | Q1 2026 | Apr 08, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 440,202 | 42,012 | 12.05% | 12.18% | 81 | +9,333 | 2.17% | Q1 2026 | Apr 23, 2026 |
| Sompo Asset Management Co., Ltd. | History | Added to | 428,240 | 40,871 | 7.5% | 6.95% | 82 | +6,677 | 1.58% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 426,317 | 40,687 | 0.2% | 0.2% | 83 | +49,049 | 13.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 422,495 | 40,331 | 0.06% | 0.11% | 84 | -395,136 | -48.33% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 420,500 | 40,132 | 0.3% | — | 85 | +420,500 | New | Q1 2026 | May 14, 2026 |
| Beacon Wealthcare LLC | History | Added to | 412,988 | 39,415 | 13.9% | 13.39% | 86 | +7,510 | 1.85% | Q1 2026 | Apr 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 408,485 | 38,985 | 0.05% | 0.04% | 87 | +71,018 | 21.04% | Q1 2026 | Apr 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 399,797 | 38,156 | 0.02% | 0.04% | 88 | -282,489 | -41.4% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 394,006 | 37,603 | 0.14% | 0.14% | 89 | +29,876 | 8.2% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 383,634 | 36,614 | 1.31% | 1.24% | 90 | +13,193 | 3.56% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 354,092 | 33,794 | 0.7% | 0.58% | 91 | +87,165 | 32.65% | Q1 2026 | Apr 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 353,112 | 33,701 | 2.71% | 2.72% | 92 | +9,232 | 2.68% | Q1 2026 | Apr 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 346,576 | 33,077 | 0.01% | 0.0% | 93 | +72,491 | 26.45% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Added to | 346,492 | 33,069 | 1.95% | 0.34% | 94 | +286,405 | 476.65% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 345,937 | 33,016 | 0.01% | 0.04% | 95 | -486,432 | -58.44% | Q1 2026 | May 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 334,910 | 32,204 | 4.31% | 4.31% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Banco Santander, S.A. | History | Added to | 337,380 | 32,199 | 0.26% | 0.14% | 97 | +148,319 | 78.45% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 331,576 | 31,645 | 0.22% | — | 98 | +331,576 | New | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Added to | 328,296 | 31,332 | 9.13% | 8.19% | 99 | +44,085 | 15.51% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 325,298 | 31,046 | 0.05% | 0.03% | 100 | +65,491 | 25.21% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 317,312 | 30,284 | 0.04% | 0.25% | 101 | -1,860,315 | -85.43% | Q1 2026 | May 13, 2026 |
| SACHEM HILL LLC | History | Added to | 314,918 | 30,055 | 5.82% | 5.62% | 102 | +14,092 | 4.68% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 312,569 | 29,831 | 0.05% | 0.06% | 103 | +115,583 | 58.68% | Q1 2026 | May 01, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 306,692 | 29,270 | 0.12% | 0.15% | 104 | -141,298 | -31.54% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 305,140 | 29,122 | 5.64% | 5.44% | 105 | +12,678 | 4.33% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 299,377 | 28,521 | 4.34% | 4.26% | 106 | +11,382 | 3.95% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 294,845 | 28,022 | 0.26% | 0.32% | 107 | -19,807 | -6.29% | Q1 2026 | Apr 07, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 293,058 | 27,969 | 9.74% | 9.89% | 108 | +1,010 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 292,002 | 27,868 | 0.38% | 0.51% | 109 | -76,022 | -20.66% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | Reduced | 288,213 | 27,507 | 0.44% | 1.17% | 110 | -371,648 | -56.32% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 278,390 | 26,569 | 0.15% | 0.08% | 111 | +44,884 | 19.22% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 274,672 | 26,214 | 0.03% | 0.03% | 112 | +10,834 | 4.11% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 270,840 | 25,848 | 0.02% | 0.01% | 113 | +174,666 | 181.61% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 265,896 | 25,377 | 0.25% | 0.27% | 114 | -8,541 | -3.11% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 264,156 | 25,211 | 0.02% | 0.02% | 115 | +16,165 | 6.52% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | New | 263,220 | 25,121 | 0.66% | — | 116 | +263,220 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 261,978 | 25,003 | 0.03% | — | 117 | +261,978 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 261,439 | 24,951 | 0.17% | — | 118 | +261,439 | New | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 257,369 | 24,748 | 1.49% | 1.49% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 259,245 | 24,742 | 3.75% | 3.35% | 120 | +10,855 | 4.37% | Q1 2026 | May 11, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 256,904 | 24,518 | 7.98% | 8.37% | 121 | -3,962 | -1.52% | Q1 2026 | May 08, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 255,658 | 24,399 | 2.35% | 0.15% | 122 | +239,370 | 1469.61% | Q1 2026 | May 06, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 254,807 | 24,318 | 3.89% | 3.81% | 123 | -4,871 | -1.88% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 253,712 | 24,214 | 0.26% | 0.24% | 124 | +30,453 | 13.64% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 252,066 | 24,057 | 0.37% | 0.54% | 125 | -126,578 | -33.43% | Q1 2026 | May 01, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 249,260 | 23,789 | 4.17% | — | 126 | +249,260 | New | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 244,718 | 23,355 | 0.04% | 0.01% | 127 | +161,962 | 195.71% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 239,754 | 22,882 | 1.33% | 1.53% | 128 | -18,466 | -7.15% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 236,869 | 22,606 | 0.02% | 0.02% | 129 | -5,830 | -2.4% | Q1 2026 | May 12, 2026 |
| SimpliFi, Inc. | History | Added to | 232,095 | 22,151 | 9.3% | 9.43% | 130 | +222 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Estate Counselors, LLC | History | Added to | 227,204 | 21,684 | 1.93% | 0.94% | 131 | +111,014 | 95.55% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 226,426 | 21,610 | 0.5% | 0.47% | 132 | +3,448 | 1.55% | Q1 2026 | May 13, 2026 |
| Invariant Investment Management | History | Added to | 222,892 | 21,270 | 13.09% | 13.13% | 133 | +9,908 | 4.65% | Q1 2026 | Apr 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 208,041 | 19,855 | 3.36% | 3.28% | 134 | +1,178 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Act Two Investors LLC | History | Reduced | 207,870 | 19,839 | 4.38% | 4.15% | 135 | -31,881 | -13.3% | Q1 2026 | May 08, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 207,357 | 19,790 | 15.62% | 14.63% | 136 | +12,932 | 6.65% | Q1 2026 | May 06, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 205,432 | 19,606 | 4.33% | 3.26% | 137 | +45,938 | 28.8% | Q1 2026 | Apr 27, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 205,401 | 19,603 | 5.88% | 5.28% | 138 | +5,766 | 2.89% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 202,713 | 19,346 | 0.1% | 0.07% | 139 | +95,714 | 89.45% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 201,989 | 19,277 | 0.31% | 0.28% | 140 | +26,041 | 14.8% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 198,823 | 18,975 | 0.54% | 0.65% | 141 | -32,973 | -14.23% | Q1 2026 | May 12, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 198,604 | 18,954 | 4.23% | 4.24% | 142 | +2,525 | 1.29% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 196,862 | 18,788 | 1.42% | 1.36% | 143 | +21,724 | 12.4% | Q1 2026 | Apr 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 196,525 | 18,756 | 1.07% | 3.38% | 144 | -455,682 | -69.87% | Q1 2026 | May 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 195,223 | 18,632 | 1.2% | 1.18% | 145 | +1,143 | 0.59% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 194,114 | 18,526 | 0.18% | 0.19% | 146 | -4,876 | -2.45% | Q1 2026 | May 08, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 193,841 | 18,500 | 6.19% | 7.51% | 147 | -75,984 | -28.16% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 193,523 | 18,469 | 0.28% | 0.27% | 148 | +3,628 | 1.91% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 193,448 | 18,462 | 0.13% | 0.17% | 149 | -39,994 | -17.13% | Q1 2026 | Apr 14, 2026 |
| Transmarket Holdings LP | History | Added to | 192,393 | 18,361 | 9.81% | 0.15% | 150 | +190,196 | 8657.08% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 192,319 | 18,278 | 0.31% | 0.3% | 151 | +23,982 | 14.25% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 191,257 | 18,253 | 7.08% | 7.11% | 152 | +2,620 | 1.39% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 190,662 | 18,196 | 0.17% | 0.15% | 153 | +17,822 | 10.31% | Q1 2026 | May 11, 2026 |
| Portland Global Advisors LLC | History | Reduced | 188,771 | 18,016 | 1.92% | 1.96% | 154 | -979 | -0.52% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 188,165 | 17,958 | 5.61% | 5.54% | 155 | +6,460 | 3.56% | Q1 2026 | Apr 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 186,886 | 17,836 | 2.43% | 2.15% | 156 | +27,900 | 17.55% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Added to | 186,306 | 17,781 | 0.2% | 0.11% | 157 | +89,932 | 93.32% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 186,072 | 17,758 | 0.45% | 0.43% | 158 | +14,420 | 8.4% | Q1 2026 | Apr 07, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 185,516 | 17,705 | 5.23% | 0.93% | 159 | +152,822 | 467.43% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 183,911 | 17,552 | 0.09% | 0.07% | 160 | +47,189 | 34.51% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 182,802 | 17,446 | 0.01% | 0.0% | 161 | +75,254 | 69.97% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 182,434 | 17,411 | 4.1% | 4.0% | 162 | +4,568 | 2.57% | Q1 2026 | Apr 23, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 178,040 | 16,992 | 4.7% | 3.92% | 163 | +13,222 | 8.02% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 177,179 | 16,910 | 0.13% | 0.1% | 164 | +56,657 | 47.01% | Q1 2026 | Apr 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 176,858 | 16,879 | 0.2% | 0.14% | 165 | +53,773 | 43.69% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 176,531 | 16,848 | 0.19% | 0.23% | 166 | -18,654 | -9.56% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 173,860 | 16,593 | 0.04% | 0.04% | 167 | +2,587 | 1.51% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 172,372 | 16,571 | 0.11% | 0.09% | 168 | +33,238 | 23.89% | Q1 2026 | May 15, 2026 |
| WLTH Capital Management, LLC | History | Added to | 172,835 | 16,495 | 12.93% | 12.47% | 169 | +6,973 | 4.2% | Q1 2026 | Apr 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 172,554 | 16,468 | 2.29% | 3.73% | 170 | +29,566 | 20.68% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 171,593 | 16,376 | 0.2% | 0.08% | 171 | +109,937 | 178.31% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 169,189 | 16,147 | 0.2% | 0.18% | 172 | +5,175 | 3.16% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 168,547 | 16,086 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 167,998 | 16,034 | 0.03% | 0.03% | 174 | +16,186 | 10.66% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 166,309 | 15,872 | 10.83% | 9.73% | 175 | +22,988 | 16.04% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 164,895 | 15,737 | 0.27% | 0.31% | 176 | -9,159 | -5.26% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Added to | 162,940 | 15,550 | 0.02% | 0.01% | 177 | +92,740 | 132.11% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 161,754 | 15,437 | 2.83% | 2.42% | 178 | +22,017 | 15.76% | Q1 2026 | Apr 30, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 160,187 | 15,288 | 1.79% | 2.5% | 179 | -62,136 | -27.95% | Q1 2026 | Apr 10, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 158,623 | 15,138 | 1.16% | — | 180 | +158,623 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 156,807 | 14,965 | 0.08% | 0.04% | 181 | +74,906 | 91.46% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 154,918 | 14,785 | 0.02% | 0.02% | 182 | +4,486 | 2.98% | Q1 2026 | May 06, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 153,851 | 14,683 | 9.37% | 9.3% | 183 | -12,578 | -7.56% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 153,643 | 14,664 | 0.02% | 0.04% | 184 | -189,241 | -55.19% | Q1 2026 | Apr 16, 2026 |
| Strategic Equity Management | History | New | 153,619 | 14,661 | 5.51% | — | 185 | +153,619 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 153,587 | 14,658 | 2.13% | 2.08% | 186 | -2,973 | -1.9% | Q1 2026 | Apr 23, 2026 |
| Pacific Wealth Management | History | Added to | 152,209 | 14,526 | 7.81% | 6.47% | 187 | +7,336 | 5.06% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 151,885 | 14,495 | 2.13% | 1.74% | 188 | +40,731 | 36.64% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 151,802 | 14,487 | 0.11% | 0.1% | 189 | +18,798 | 14.13% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 150,126 | 14,201 | 0.01% | 0.01% | 190 | +21,398 | 16.62% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 146,030 | 13,937 | 0.22% | 0.23% | 191 | +2,311 | 1.61% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 145,942 | 13,928 | 0.29% | 0.28% | 192 | +8,702 | 6.34% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 144,525 | 13,793 | 0.02% | 0.02% | 193 | +1,359 | 0.95% | Q1 2026 | May 14, 2026 |
| MY Wealth Management Inc. | History | Added to | 142,748 | 13,613 | 13.17% | 3.83% | 194 | +96,991 | 211.97% | Q1 2026 | May 01, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 140,101 | 13,371 | 11.33% | 9.14% | 195 | +17,189 | 13.98% | Q1 2026 | Apr 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 138,989 | 13,265 | 0.98% | 0.83% | 196 | +22,767 | 19.59% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 138,936 | 13,260 | 0.53% | 0.46% | 197 | +12,641 | 10.01% | Q1 2026 | May 04, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 136,448 | 13,022 | 1.49% | 1.33% | 198 | +6,055 | 4.64% | Q1 2026 | May 08, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 136,422 | 13,020 | 4.25% | — | 199 | +136,422 | New | Q1 2026 | Apr 10, 2026 |
| Sollinda Capital Management LLC | History | Added to | 133,571 | 12,748 | 3.1% | 3.03% | 200 | +10,097 | 8.18% | Q1 2026 | Apr 30, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 131,364 | 12,537 | 3.12% | 2.93% | 201 | +8,427 | 6.85% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 131,050 | 12,507 | 0.23% | 0.24% | 202 | -1,132 | -0.86% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 129,589 | 12,367 | 0.1% | 0.11% | 203 | +35,685 | 38.0% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 129,169 | 12,327 | 2.32% | — | 204 | +129,169 | New | Q1 2026 | Apr 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 128,668 | 12,280 | 10.61% | 10.51% | 205 | -997 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 126,901 | 12,111 | 0.14% | 0.11% | 206 | +30,133 | 31.14% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 156,632 | 12,088 | 0.02% | 0.01% | 207 | +4,602 | 3.03% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 125,131 | 11,942 | 3.41% | 5.08% | 208 | -55,393 | -30.68% | Q1 2026 | Apr 28, 2026 |
| Sicart Associates LLC | History | Added to | 124,605 | 11,892 | 3.05% | 3.03% | 209 | +6,000 | 5.06% | Q1 2026 | Apr 21, 2026 |
| Peak Asset Management, LLC | History | New | 124,295 | 11,862 | 2.09% | — | 210 | +124,295 | New | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 123,468 | 11,783 | 0.15% | 0.15% | 211 | +592 | 0.48% | Q1 2026 | Apr 21, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 123,343 | 11,771 | 4.33% | 4.19% | 212 | +534 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 121,129 | 11,560 | 0.39% | 0.35% | 213 | +13,295 | 12.33% | Q1 2026 | Apr 22, 2026 |
| Cadence Wealth Management LLC | History | Added to | 119,624 | 11,416 | 4.76% | 3.86% | 214 | +36,570 | 44.03% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 119,501 | 11,405 | 2.36% | 2.27% | 215 | +2,781 | 2.38% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 119,363 | 11,392 | 0.25% | 0.15% | 216 | +53,095 | 80.12% | Q1 2026 | May 04, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 117,202 | 11,185 | 4.08% | 3.64% | 217 | +2,693 | 2.35% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 117,048 | 11,171 | 0.95% | 0.95% | 218 | -1,174 | -0.99% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 116,666 | 11,120 | 0.34% | 0.31% | 219 | +7,633 | 7.0% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 116,090 | 11,079 | 0.13% | 0.07% | 220 | +54,153 | 87.43% | Q1 2026 | Apr 16, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 114,677 | 10,944 | 5.95% | 5.57% | 221 | +9,284 | 8.81% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 114,556 | 10,933 | 1.42% | 1.17% | 222 | +19,950 | 21.09% | Q1 2026 | Apr 23, 2026 |
| Hudock, Inc. | History | Added to | 114,311 | 10,909 | 1.6% | 1.6% | 223 | +1,403 | 1.24% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 114,008 | 10,880 | 0.05% | 0.05% | 224 | +12,444 | 12.25% | Q1 2026 | Apr 24, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 113,621 | 10,843 | 2.8% | 2.79% | 225 | -1,925 | -1.67% | Q1 2026 | May 07, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 112,551 | 10,741 | 0.77% | 1.1% | 226 | -55,915 | -33.19% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 110,342 | 10,610 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Walleye Trading LLC | History | Added to | 110,900 | 10,584 | 0.02% | 0.01% | 228 | +34,600 | 45.35% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 108,429 | 10,348 | 0.39% | 0.38% | 229 | -11,277 | -9.42% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Added to | 107,496 | 10,259 | 0.93% | 0.93% | 230 | +6,616 | 6.56% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 107,332 | 10,252 | 0.23% | 0.24% | 231 | +5,213 | 5.1% | Q1 2026 | May 04, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 107,211 | 10,232 | 3.81% | 8.41% | 232 | -138,995 | -56.45% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 107,200 | 10,231 | 0.11% | 0.04% | 233 | +77,034 | 255.37% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 105,986 | 10,115 | 0.12% | 0.05% | 234 | +62,445 | 143.42% | Q1 2026 | May 06, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 104,786 | 10,076 | 6.64% | 6.64% | 235 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 105,503 | 10,069 | 1.46% | — | 236 | +105,503 | New | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Added to | 103,243 | 9,853 | 1.22% | 0.7% | 237 | +69,606 | 206.93% | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | Reduced | 103,026 | 9,832 | 1.93% | 1.96% | 238 | -997 | -0.96% | Q1 2026 | May 11, 2026 |
| Strategic Financial Group, LLC | History | New | 101,245 | 9,662 | 9.95% | — | 239 | +101,245 | New | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 100,048 | 9,548 | 0.04% | 0.03% | 240 | +12,994 | 14.93% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | New | 100,000 | 9,544 | 0.02% | — | 241 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 99,849 | 9,529 | 2.47% | 2.45% | 242 | -3,604 | -3.48% | Q1 2026 | Apr 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 99,614 | 9,507 | 3.53% | 2.89% | 243 | +16,458 | 19.79% | Q1 2026 | Apr 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 99,470 | 9,493 | 0.07% | 0.07% | 244 | +4,889 | 5.17% | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 99,060 | 9,454 | 2.64% | 2.59% | 245 | +3,332 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 98,909 | 9,439 | 3.61% | 3.37% | 246 | +10,115 | 11.39% | Q1 2026 | Apr 23, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 98,459 | 9,396 | 1.49% | 1.66% | 247 | +5,285 | 5.67% | Q1 2026 | Apr 17, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 96,961 | 9,253 | 2.82% | 2.69% | 248 | +2,181 | 2.3% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 95,113 | 9,077 | 1.52% | 2.03% | 249 | -30,027 | -23.99% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Reduced | 94,687 | 9,036 | 1.26% | 1.32% | 250 | -2,547 | -2.62% | Q1 2026 | May 08, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 93,739 | 8,946 | 0.62% | 0.41% | 251 | +31,079 | 49.6% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 93,249 | 8,899 | 0.21% | 0.06% | 252 | +80,178 | 613.4% | Q1 2026 | Apr 27, 2026 |
| Janney Capital Management LLC | History | No change | 92,531 | 8,898 | 0.56% | 0.56% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MTC Wealth Management LLC | History | Added to | 92,695 | 8,846 | 4.2% | 3.86% | 254 | +7,095 | 8.29% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 92,159 | 8,795 | 0.0% | 0.01% | 255 | -260,258 | -73.85% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 92,514 | 8,786 | 0.06% | 0.1% | 256 | -53,718 | -36.73% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 91,466 | 8,729 | 0.03% | — | 257 | +91,466 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 91,225 | 8,706 | 0.11% | 0.15% | 258 | -13,348 | -12.76% | Q1 2026 | May 15, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 90,719 | 8,658 | 0.84% | 0.71% | 259 | -693 | -0.76% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 89,807 | 8,571 | 0.12% | 0.12% | 260 | -2,644 | -2.86% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 89,661 | 8,557 | 0.11% | 0.13% | 261 | -2,312 | -2.51% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 88,480 | 8,444 | 5.37% | 5.21% | 262 | +545 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 84,744 | 8,087 | 0.57% | 0.95% | 263 | -51,846 | -37.96% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 84,584 | 8,070 | 0.05% | 0.05% | 264 | -7,455 | -8.1% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 83,899 | 8,007 | 0.06% | 0.06% | 265 | +487 | 0.58% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Added to | 83,083 | 7,929 | 0.63% | 0.65% | 266 | +317 | 0.38% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 81,092 | 7,739 | 0.07% | 0.06% | 267 | +12,287 | 17.86% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 79,474 | 7,585 | 0.37% | 0.76% | 268 | -82,664 | -50.98% | Q1 2026 | May 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 79,256 | 7,564 | 1.06% | 1.1% | 269 | -2,752 | -3.36% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 78,939 | 7,533 | 0.87% | 0.28% | 270 | +57,571 | 269.43% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 78,933 | 7,533 | 0.51% | 0.5% | 271 | +2,690 | 3.53% | Q1 2026 | Apr 21, 2026 |
| White Pine Investment CO | History | Added to | 78,323 | 7,475 | 1.74% | 1.6% | 272 | +7,570 | 10.7% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 78,022 | 7,446 | 0.11% | 0.14% | 273 | -21,520 | -21.62% | Q1 2026 | Apr 09, 2026 |
| SummitTX Capital, L.P. | History | Added to | 77,953 | 7,439 | 0.23% | 0.23% | 274 | +233 | 0.3% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 77,840 | 7,429 | 0.98% | 0.9% | 275 | +5,289 | 7.29% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 76,832 | 7,332 | 1.53% | 1.45% | 276 | +8,246 | 12.02% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 76,558 | 7,306 | 0.88% | 0.93% | 277 | +348 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 75,828 | 7,237 | 3.45% | 3.43% | 278 | +2,483 | 3.39% | Q1 2026 | May 05, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 75,440 | 7,199 | 0.77% | 0.8% | 279 | -1,697 | -2.2% | Q1 2026 | May 06, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 77,204 | 7,102 | 1.53% | 1.5% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 74,365 | 7,097 | 0.31% | 0.31% | 281 | +3,191 | 4.48% | Q1 2026 | Apr 09, 2026 |
| Systelligence, LLC | History | Added to | 74,209 | 7,082 | 1.38% | 1.19% | 282 | +9,113 | 14.0% | Q1 2026 | Apr 21, 2026 |
| WHI TRUST Co LLC | History | Added to | 73,918 | 7,054 | 5.31% | 5.43% | 283 | +612 | 0.83% | Q1 2026 | Apr 24, 2026 |
| MONEYWISE, INC. | History | New | 73,371 | 7,002 | 3.06% | — | 284 | +73,371 | New | Q1 2026 | Apr 27, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 73,209 | 6,987 | 5.96% | 6.31% | 285 | +5,000 | 7.33% | Q1 2026 | May 14, 2026 |
| Benchmark Financial, LLC | History | Added to | 72,774 | 6,945 | 6.23% | 5.85% | 286 | +11,758 | 19.27% | Q1 2026 | Apr 21, 2026 |
| Ascent Advisors, LLC | History | New | 72,634 | 6,932 | 12.73% | — | 287 | +72,634 | New | Q1 2026 | Apr 29, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 72,511 | 6,920 | 0.97% | 0.46% | 288 | +37,372 | 106.35% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 72,203 | 6,891 | 0.08% | 0.11% | 289 | -6,568 | -8.34% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 70,995 | 6,772 | 0.01% | 0.01% | 290 | +46,642 | 191.52% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 71,501 | 6,744 | 0.65% | 0.81% | 291 | -4,085 | -5.4% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 70,511 | 6,729 | 0.74% | 0.71% | 292 | +2,950 | 4.37% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 69,984 | 6,679 | 0.27% | 0.27% | 293 | +3,026 | 4.52% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 69,657 | 6,648 | 0.04% | 0.05% | 294 | -23,218 | -25.0% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,836 | 6,569 | 0.04% | 0.0% | 295 | +64,022 | 1329.91% | Q1 2026 | May 05, 2026 |
| GAM Holding AG | History | No change | 68,000 | 6,536 | 0.42% | 0.42% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | Added to | 68,159 | 6,505 | 3.08% | 0.24% | 297 | +63,229 | 1282.54% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 68,137 | 6,502 | 2.93% | 2.91% | 298 | -475 | -0.69% | Q1 2026 | May 05, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 67,712 | 6,462 | 1.0% | 0.05% | 299 | +64,181 | 1817.64% | Q1 2026 | Apr 23, 2026 |
| IPG Investment Advisors LLC | History | Added to | 67,424 | 6,434 | 1.1% | 1.11% | 300 | +1,730 | 2.63% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | Reduced | 67,338 | 6,426 | 0.09% | 0.25% | 301 | -32,560 | -32.59% | Q1 2026 | May 13, 2026 |
| Columbia Bank | History | New | 66,693 | 6,365 | 1.82% | — | 302 | +66,693 | New | Q1 2026 | Apr 28, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 66,614 | 6,357 | 3.73% | 3.72% | 303 | +1,894 | 2.93% | Q1 2026 | Apr 21, 2026 |
| GenTrust, LLC | History | Reduced | 66,369 | 6,334 | 0.27% | 2.75% | 304 | -596,993 | -90.0% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 65,767 | 6,276 | 1.16% | 0.04% | 305 | +63,615 | 2956.09% | Q1 2026 | Apr 15, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 65,535 | 6,254 | 4.6% | 4.31% | 306 | +4,500 | 7.37% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,699 | 6,228 | 0.11% | 0.02% | 307 | +61,507 | 1467.25% | Q1 2026 | May 01, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 64,206 | 6,174 | 0.45% | 0.45% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 63,883 | 6,097 | 0.14% | 0.16% | 309 | -5,817 | -8.35% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,401 | 6,051 | 0.01% | 0.01% | 310 | +26,570 | 72.14% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 62,491 | 5,964 | 0.33% | 0.32% | 311 | +9 | 0.01% | Q1 2026 | May 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 62,088 | 5,925 | 1.73% | — | 312 | +62,088 | New | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 61,781 | 5,896 | 0.13% | 0.13% | 313 | +2,292 | 3.85% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 61,680 | 5,886 | 0.66% | 0.66% | 314 | -1,499 | -2.37% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 61,355 | 5,855 | 0.18% | 0.18% | 315 | -1,880 | -2.97% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 60,921 | 5,814 | 0.09% | 0.05% | 316 | +33,871 | 125.22% | Q1 2026 | May 18, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 60,820 | 5,804 | 0.11% | 0.1% | 317 | +5,322 | 9.59% | Q1 2026 | Apr 10, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 60,749 | 5,797 | 1.31% | 1.2% | 318 | +7,572 | 14.24% | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 60,521 | 5,776 | 0.03% | 0.03% | 319 | +1,052 | 1.77% | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 60,256 | 5,750 | 0.32% | 0.76% | 320 | -80,321 | -57.14% | Q1 2026 | Apr 30, 2026 |
| DDD Partners, LLC | History | Added to | 59,773 | 5,704 | 0.39% | 0.3% | 321 | +10,349 | 20.94% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 59,414 | 5,670 | 0.13% | 0.14% | 322 | -5,229 | -8.09% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 58,967 | 5,627 | 0.03% | 0.0% | 323 | +55,864 | 1800.32% | Q1 2026 | May 14, 2026 |
| Miller Financial Services LLC | History | Added to | 57,845 | 5,520 | 6.04% | 5.35% | 324 | +10,428 | 21.99% | Q1 2026 | May 01, 2026 |
| Sun Financial Inc | History | Reduced | 57,978 | 5,464 | 2.74% | 3.14% | 325 | -639 | -1.09% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 56,911 | 5,431 | 3.34% | 3.42% | 326 | +129 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Values First Advisors, Inc. | History | Added to | 56,847 | 5,425 | 2.83% | 2.77% | 327 | +1,348 | 2.43% | Q1 2026 | Apr 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 56,828 | 5,423 | 0.0% | 0.0% | 328 | +3,766 | 7.1% | Q1 2026 | May 14, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 55,840 | 5,329 | 6.67% | 0.74% | 329 | +51,340 | 1140.89% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 55,482 | 5,295 | 0.08% | 0.08% | 330 | +1,504 | 2.79% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 55,438 | 5,291 | 0.3% | 0.21% | 331 | +15,877 | 40.13% | Q1 2026 | Apr 23, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 54,845 | 5,273 | 1.12% | 1.12% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ballew Advisors, Inc | History | Added to | 54,993 | 5,248 | 2.96% | 2.88% | 333 | +1,923 | 3.62% | Q1 2026 | Apr 10, 2026 |
| One Degree Advisors Inc | History | Added to | 54,681 | 5,218 | 1.37% | 1.38% | 334 | +2,600 | 4.99% | Q1 2026 | May 01, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 54,301 | 5,182 | 3.33% | 3.33% | 335 | +1,770 | 3.37% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 53,973 | 5,151 | 0.7% | 0.66% | 336 | +3,219 | 6.34% | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 53,680 | 5,123 | 0.29% | 0.34% | 337 | -12,165 | -18.48% | Q1 2026 | Apr 29, 2026 |
| Mount Lucas Management LP | History | Added to | 53,239 | 5,081 | 1.88% | 0.79% | 338 | +32,760 | 159.97% | Q1 2026 | May 05, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 53,076 | 5,066 | 1.74% | 1.53% | 339 | +7,107 | 15.46% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 53,239 | 5,050 | 0.01% | 0.03% | 340 | -4,493 | -7.78% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 52,821 | 5,041 | 0.25% | 0.18% | 341 | +15,554 | 41.74% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 52,163 | 4,978 | 0.02% | 0.03% | 342 | +2,146 | 4.29% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 52,018 | 4,964 | 0.09% | 0.08% | 343 | +8,375 | 19.19% | Q1 2026 | May 07, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 51,953 | 4,958 | 0.74% | 0.78% | 344 | -39 | -0.08% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 51,807 | 4,944 | 0.02% | 0.01% | 345 | +9,607 | 22.77% | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | New | 50,658 | 4,834 | 0.0% | — | 346 | +50,658 | New | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 50,585 | 4,827 | 0.2% | — | 347 | +50,585 | New | Q1 2026 | May 14, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 31,764 | 4,809 | 3.24% | — | 348 | +31,764 | New | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 50,309 | 4,801 | 0.34% | 0.3% | 349 | +7,955 | 18.78% | Q1 2026 | May 14, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 48,916 | 4,668 | 1.31% | 1.1% | 350 | +7,392 | 17.8% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | Added to | 48,285 | 4,608 | 0.04% | 0.02% | 351 | +25,600 | 112.85% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 48,195 | 4,599 | 0.24% | 0.22% | 352 | -3,606 | -6.96% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 47,519 | 4,535 | 0.16% | 0.15% | 353 | +2,376 | 5.26% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 47,056 | 4,470 | 0.49% | 0.65% | 354 | +1,301 | 2.84% | Q1 2026 | Apr 10, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 46,222 | 4,411 | 2.28% | 2.01% | 355 | +7,512 | 19.41% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 45,953 | 4,385 | 0.05% | 0.04% | 356 | +27,734 | 152.23% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 45,915 | 4,382 | 0.19% | 0.69% | 357 | -113,766 | -71.25% | Q1 2026 | Apr 21, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 191,746 | 4,331 | 0.0% | — | 358 | +191,746 | New | Q1 2026 | May 15, 2026 |
| FreeGulliver LLC | History | Added to | 45,230 | 4,316 | 1.82% | 1.45% | 359 | +4,258 | 10.39% | Q1 2026 | May 15, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 45,191 | 4,313 | 2.31% | — | 360 | +45,191 | New | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 44,788 | 4,274 | 1.59% | 2.02% | 361 | -4,787 | -9.66% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 44,774 | 4,273 | 0.1% | 0.09% | 362 | +6,615 | 17.34% | Q1 2026 | May 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 44,638 | 4,260 | 0.48% | 0.44% | 363 | +3,378 | 8.19% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 44,590 | 4,255 | 0.01% | 0.01% | 364 | +808 | 1.85% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 44,354 | 4,233 | 0.0% | 0.0% | 365 | +5,675 | 14.67% | Q1 2026 | May 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 43,849 | 4,184 | 2.25% | 1.95% | 366 | +5,720 | 15.0% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 43,679 | 4,168 | 0.58% | 0.06% | 367 | +39,597 | 970.04% | Q1 2026 | Apr 21, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 43,097 | 4,113 | 1.12% | 1.08% | 368 | +3,137 | 7.85% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 43,567 | 4,109 | 0.11% | 0.01% | 369 | +41,001 | 1597.86% | Q1 2026 | May 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 42,937 | 4,098 | 2.24% | 2.13% | 370 | +2,354 | 5.8% | Q1 2026 | May 07, 2026 |
| Veridan Wealth LLC | History | Added to | 42,872 | 4,091 | 1.51% | 1.33% | 371 | +1,568 | 3.8% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 42,381 | 4,044 | 0.54% | 0.6% | 372 | -3,344 | -7.31% | Q1 2026 | Apr 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 42,326 | 4,039 | 0.83% | 0.82% | 373 | +210 | 0.5% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 41,989 | 4,007 | 0.09% | 0.06% | 374 | +17,737 | 73.14% | Q1 2026 | May 11, 2026 |
| Canal Capital Management, LLC | History | Added to | 41,654 | 3,975 | 0.54% | 0.56% | 375 | +628 | 1.53% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 41,645 | 3,974 | 0.05% | 0.05% | 376 | +542 | 1.32% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 40,826 | 3,895 | 0.02% | 0.02% | 377 | +3,574 | 9.59% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 40,699 | 3,884 | 0.4% | 0.35% | 378 | +5,359 | 15.16% | Q1 2026 | Apr 20, 2026 |
| DOW CHEMICAL CO /DE/ | History | Added to | 40,176 | 3,834 | 1.61% | 1.74% | 379 | +3,151 | 8.51% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 40,157 | 3,832 | 0.38% | 0.36% | 380 | +1,499 | 3.88% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 39,955 | 3,813 | 0.49% | 0.31% | 381 | +14,075 | 54.39% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 39,890 | 3,807 | 1.78% | 1.78% | 382 | +336 | 0.85% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,476 | 3,795 | 0.07% | 0.07% | 383 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 39,403 | 3,789 | 1.77% | 1.77% | 384 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,940 | 3,716 | 0.01% | 0.0% | 385 | +9,648 | 32.94% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 38,900 | 3,712 | 0.92% | 0.85% | 386 | +6,694 | 20.78% | Q1 2026 | Apr 29, 2026 |
| Boreal Capital Management LLC | History | No change | 38,835 | 3,706 | 3.01% | 2.82% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 38,287 | 3,654 | 1.57% | 1.55% | 388 | +396 | 1.05% | Q1 2026 | Apr 20, 2026 |
| FCA CORP /TX | History | Added to | 37,346 | 3,564 | 1.01% | 0.95% | 389 | +2,290 | 6.53% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 37,291 | 3,559 | 2.41% | 2.32% | 390 | +1,136 | 3.14% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 36,924 | 3,528 | 0.26% | 0.45% | 391 | -40,079 | -52.05% | Q1 2026 | May 20, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 36,945 | 3,527 | 1.0% | 1.47% | 392 | -15,969 | -30.18% | Q1 2026 | Apr 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 36,783 | 3,510 | 0.03% | 0.03% | 393 | -1,875 | -4.85% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Added to | 36,737 | 3,506 | 1.93% | 1.64% | 394 | +5,987 | 19.47% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 36,688 | 3,501 | 0.13% | 0.09% | 395 | +11,468 | 45.47% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,423 | 3,476 | 0.07% | 0.08% | 396 | -2,287 | -5.91% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 36,170 | 3,452 | 0.75% | 0.92% | 397 | -8,159 | -18.41% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 36,166 | 3,451 | 0.13% | 0.14% | 398 | -3,545 | -8.93% | Q1 2026 | Apr 28, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 36,449 | 3,448 | 0.34% | 0.31% | 399 | +2,797 | 8.31% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 35,742 | 3,411 | 0.09% | 0.09% | 400 | +1,407 | 4.1% | Q1 2026 | May 04, 2026 |
| Columbus Macro, LLC | History | Added to | 35,520 | 3,390 | 0.36% | 0.37% | 401 | +817 | 2.35% | Q1 2026 | Apr 21, 2026 |
| MFA Wealth Services | History | Added to | 35,412 | 3,379 | 2.24% | 2.21% | 402 | +1,436 | 4.23% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 35,351 | 3,373 | 0.05% | 0.01% | 403 | +29,049 | 460.95% | Q1 2026 | Apr 22, 2026 |
| CPR Investments Inc. | History | Added to | 35,154 | 3,355 | 2.24% | 0.74% | 404 | +23,748 | 208.21% | Q1 2026 | Apr 16, 2026 |
| IMC-Chicago, LLC | History | Added to | 35,009 | 3,341 | 0.0% | 0.0% | 405 | +17,998 | 105.8% | Q1 2026 | May 05, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 35,000 | 3,340 | 0.17% | 0.43% | 406 | -71,000 | -66.98% | Q1 2026 | May 15, 2026 |
| CVS HEALTH Corp | History | New | 35,000 | 3,340 | 1.57% | — | 407 | +35,000 | New | Q1 2026 | May 07, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 34,911 | 3,331 | 1.46% | 1.57% | 408 | -1,141 | -3.16% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 34,861 | 3,327 | 0.0% | 0.0% | 409 | +33,527 | 2513.27% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 34,672 | 3,309 | 0.1% | 0.14% | 410 | -10,595 | -23.41% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 34,656 | 3,307 | 0.05% | 0.11% | 411 | -37,287 | -51.83% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 34,359 | 3,279 | 0.04% | 0.04% | 412 | +2,397 | 7.5% | Q1 2026 | Apr 20, 2026 |
| Circle Wealth Management, LLC | History | Added to | 34,317 | 3,275 | 0.05% | 0.03% | 413 | +11,068 | 47.61% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 33,177 | 3,166 | 0.08% | 0.13% | 414 | -22,943 | -40.88% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 33,165 | 3,165 | 0.05% | 0.05% | 415 | +1,988 | 6.38% | Q1 2026 | May 04, 2026 |
| Blue Capital, Inc. | History | New | 33,027 | 3,152 | 2.06% | — | 416 | +33,027 | New | Q1 2026 | Apr 24, 2026 |
| Integras Partners LLC | History | Added to | 32,776 | 3,128 | 2.05% | 2.47% | 417 | +923 | 2.9% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 32,771 | 3,127 | 0.19% | 0.19% | 418 | +1,907 | 6.18% | Q1 2026 | Apr 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 32,750 | 3,125 | 0.01% | 0.01% | 419 | +6,169 | 23.21% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 32,658 | 3,117 | 0.08% | 0.1% | 420 | -2,712 | -7.67% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 32,652 | 3,116 | 2.04% | 0.87% | 421 | +18,912 | 137.64% | Q1 2026 | May 07, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 32,607 | 3,112 | 0.35% | 0.35% | 422 | +957 | 3.02% | Q1 2026 | Apr 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 32,386 | 3,090 | 0.06% | 0.08% | 423 | -7,810 | -19.43% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 32,058 | 3,059 | 0.11% | 0.1% | 424 | -3,075 | -8.75% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 31,884 | 3,042 | 0.12% | 0.07% | 425 | +25,248 | 380.47% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 31,923 | 3,032 | 0.24% | 0.37% | 427 | -13,247 | -29.33% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 31,777 | 3,032 | 0.04% | 0.04% | 426 | -815 | -2.5% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 31,583 | 3,014 | 0.01% | 0.01% | 428 | +1,783 | 5.98% | Q1 2026 | May 13, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 31,461 | 2,969 | 0.59% | 1.28% | 429 | -38,250 | -54.87% | Q1 2026 | May 05, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 30,872 | 2,946 | 0.61% | 0.61% | 430 | -152 | -0.49% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,641 | 2,924 | 0.11% | 0.13% | 431 | +654 | 2.18% | Q1 2026 | May 19, 2026 |
| Boltwood Capital Management | History | Added to | 30,050 | 2,867 | 0.73% | 0.72% | 432 | +1,150 | 3.98% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 30,043 | 2,863 | 0.0% | 0.01% | 433 | -30,179 | -50.11% | Q1 2026 | May 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 29,850 | 2,848 | 0.72% | — | 434 | +29,850 | New | Q1 2026 | May 04, 2026 |
| LWM ADVISORS INC | History | Added to | 29,576 | 2,822 | 2.45% | 2.47% | 435 | +423 | 1.45% | Q1 2026 | Apr 10, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 29,456 | 2,811 | 1.79% | 1.68% | 436 | +3,645 | 14.12% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 29,419 | 2,807 | 0.06% | 0.05% | 437 | -1,851 | -5.92% | Q1 2026 | May 07, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 29,132 | 2,780 | 2.44% | 2.27% | 438 | +947 | 3.36% | Q1 2026 | May 01, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 28,863 | 2,736 | 1.39% | 1.43% | 439 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 28,288 | 2,699 | 0.07% | 0.07% | 440 | +684 | 2.48% | Q1 2026 | May 14, 2026 |
| Solstein Capital, LLC | History | Reduced | 27,990 | 2,671 | 1.1% | 1.32% | 441 | -6,157 | -18.03% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,871 | 2,660 | 0.06% | 0.06% | 442 | +530 | 1.94% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 27,538 | 2,628 | 0.2% | 0.21% | 443 | -1,973 | -6.69% | Q1 2026 | Apr 14, 2026 |
| Advisor OS, LLC | History | Added to | 27,282 | 2,603 | 0.19% | 0.05% | 444 | +20,335 | 292.72% | Q1 2026 | May 07, 2026 |
| Autumn Glory Partners, LLC | History | New | 27,227 | 2,598 | 0.95% | — | 445 | +27,227 | New | Q1 2026 | May 04, 2026 |
| Karpus Management, Inc. | History | Reduced | 27,211 | 2,597 | 0.08% | 1.41% | 446 | -449,010 | -94.29% | Q1 2026 | May 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 27,131 | 2,589 | 0.3% | 0.43% | 447 | -11,050 | -28.94% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 27,065 | 2,583 | 0.15% | 0.14% | 448 | +3,119 | 13.03% | Q1 2026 | Apr 30, 2026 |
| SEMITAM BONAM LLC | History | Added to | 27,073 | 2,583 | 2.11% | 1.97% | 449 | +2,506 | 10.2% | Q1 2026 | Apr 21, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 26,904 | 2,567 | 0.51% | 0.45% | 450 | +6,972 | 34.98% | Q1 2026 | Apr 28, 2026 |
| Erickson Financial Group, LLC | History | Added to | 26,657 | 2,544 | 1.59% | 1.4% | 451 | +2,955 | 12.47% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 26,614 | 2,540 | 0.15% | 0.14% | 452 | +3,042 | 12.91% | Q1 2026 | May 13, 2026 |
| HCR Wealth Advisors | History | Added to | 26,540 | 2,532 | 0.26% | 0.13% | 453 | +12,977 | 95.68% | Q1 2026 | Apr 21, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 26,391 | 2,518 | 0.69% | 2.01% | 454 | -39,833 | -60.15% | Q1 2026 | May 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 26,185 | 2,499 | 0.66% | 0.52% | 455 | -2,685 | -9.3% | Q1 2026 | May 04, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 26,095 | 2,490 | 0.32% | 0.41% | 456 | -6,828 | -20.74% | Q1 2026 | May 04, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 25,891 | 2,471 | 1.11% | 1.09% | 457 | -789 | -2.96% | Q1 2026 | Apr 28, 2026 |
| Cypress Capital, LLC | History | Added to | 25,776 | 2,460 | 0.7% | 0.69% | 458 | +161 | 0.63% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 25,452 | 2,429 | 0.05% | 0.04% | 459 | +4,221 | 19.88% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 25,282 | 2,412 | 0.3% | 0.18% | 460 | +9,925 | 64.63% | Q1 2026 | Apr 17, 2026 |
| Purus Wealth Management, LLC | History | Added to | 25,224 | 2,407 | 0.77% | 0.69% | 461 | +2,162 | 9.37% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 25,145 | 2,399 | 0.08% | 0.11% | 462 | -8,992 | -26.34% | Q1 2026 | Apr 17, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | No change | 25,000 | 2,386 | 5.72% | 2.26% | 463 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | Added to | 24,579 | 2,336 | 0.17% | 0.08% | 464 | +12,975 | 111.81% | Q1 2026 | Apr 27, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 24,409 | 2,329 | 0.46% | 0.1% | 465 | +18,842 | 338.46% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 24,283 | 2,317 | 0.03% | 0.02% | 466 | +2,127 | 9.6% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 24,254 | 2,314 | 0.04% | 0.04% | 467 | +9,917 | 69.17% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Added to | 24,241 | 2,313 | 0.45% | 0.44% | 468 | +1,879 | 8.4% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 23,791 | 2,270 | 0.12% | 0.14% | 469 | -1,884 | -7.34% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,684 | 2,260 | 0.02% | 0.01% | 470 | +3,311 | 16.25% | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 23,222 | 2,233 | 0.34% | 0.31% | 471 | +948 | 4.26% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 23,278 | 2,221 | 0.13% | 0.1% | 472 | +5,291 | 29.42% | Q1 2026 | Apr 29, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 23,184 | 2,212 | 0.25% | 0.06% | 473 | +17,496 | 307.59% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 22,903 | 2,185 | 0.33% | 0.32% | 474 | +994 | 4.54% | Q1 2026 | Apr 15, 2026 |
| ETF Store, Inc. | History | Added to | 22,880 | 2,183 | 2.13% | 2.24% | 475 | +76 | 0.33% | Q1 2026 | Apr 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 22,840 | 2,179 | 0.17% | 0.16% | 476 | +5,088 | 28.66% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Added to | 22,810 | 2,176 | 0.41% | 0.22% | 477 | +11,014 | 93.37% | Q1 2026 | May 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 22,751 | 2,171 | 0.69% | 0.57% | 478 | +3,758 | 19.79% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 22,538 | 2,167 | 0.38% | 0.38% | 479 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Management Group, Inc. | History | Added to | 22,656 | 2,162 | 0.35% | 0.35% | 480 | +102 | 0.45% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 22,649 | 2,161 | 0.03% | 0.03% | 481 | -1,226 | -5.14% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 22,401 | 2,137 | 0.01% | 0.01% | 482 | +12,297 | 121.7% | Q1 2026 | Apr 30, 2026 |
| CSS LLC/IL | History | Reduced | 22,020 | 2,101 | 0.1% | 0.13% | 483 | -8,280 | -27.33% | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 21,846 | 2,084 | 1.21% | 1.67% | 484 | -7,358 | -25.2% | Q1 2026 | May 13, 2026 |
| Savior LLC | History | Added to | 21,778 | 2,078 | 7.41% | 7.25% | 485 | +907 | 4.35% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 21,624 | 2,063 | 0.52% | 0.21% | 486 | +13,298 | 159.72% | Q1 2026 | Apr 17, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 21,611 | 2,062 | 1.15% | 1.11% | 487 | +319 | 1.5% | Q1 2026 | May 05, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 21,518 | 2,053 | 1.15% | 1.03% | 488 | +953 | 4.63% | Q1 2026 | Apr 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 21,302 | 2,033 | 0.07% | 0.08% | 489 | -515 | -2.36% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 21,276 | 2,030 | 1.17% | — | 490 | +21,276 | New | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 21,152 | 2,018 | 0.14% | 0.15% | 491 | -1,011 | -4.56% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 20,895 | 1,994 | 0.47% | 0.44% | 492 | +1,902 | 10.01% | Q1 2026 | May 07, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 20,964 | 1,983 | 0.17% | 0.07% | 493 | +13,409 | 177.49% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 20,724 | 1,977 | 0.07% | 0.07% | 494 | +594 | 2.95% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 347,771 | 1,967 | 1.31% | 1.01% | 495 | +332,796 | 2222.34% | Q1 2026 | Apr 21, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 20,400 | 1,946 | 0.46% | 0.44% | 496 | +1,081 | 5.6% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 20,374 | 1,944 | 0.97% | 0.88% | 497 | +1,263 | 6.61% | Q1 2026 | May 07, 2026 |
| Atlas Brown,Inc. | History | Added to | 20,222 | 1,930 | 0.58% | 0.47% | 498 | +3,811 | 23.22% | Q1 2026 | Apr 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 20,114 | 1,919 | 0.38% | 0.39% | 499 | +893 | 4.65% | Q1 2026 | Apr 20, 2026 |
| Titiun Yejiel | History | No change | 20,034 | 1,912 | 1.93% | 2.31% | 500 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 19,829 | 1,892 | 0.19% | 0.02% | 501 | +17,335 | 695.07% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 514,790 | 1,891 | 0.03% | 0.04% | 502 | +497,073 | 2805.63% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 19,754 | 1,885 | 0.11% | 0.1% | 503 | +2,493 | 14.44% | Q1 2026 | Apr 09, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 19,623 | 1,872 | 0.55% | 0.72% | 504 | +3,901 | 24.81% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | New | 19,572 | 1,867 | 0.1% | — | 505 | +19,572 | New | Q1 2026 | Apr 29, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 19,558 | 1,866 | 0.66% | 0.69% | 507 | +569 | 3.0% | Q1 2026 | Apr 21, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 19,589 | 1,866 | 0.13% | 0.14% | 506 | -90 | -0.46% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 19,433 | 1,854 | 0.12% | 4.59% | 508 | -687,582 | -97.25% | Q1 2026 | Apr 10, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 19,415 | 1,852 | 1.39% | — | 509 | +19,415 | New | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 19,360 | 1,847 | 0.47% | 0.49% | 510 | +482 | 2.55% | Q1 2026 | Apr 29, 2026 |
| Squarepoint Ops LLC | History | Reduced | 18,979 | 1,811 | 0.0% | 0.0% | 511 | -15,654 | -45.2% | Q1 2026 | May 15, 2026 |
| DMC Group, LLC | History | Added to | 18,973 | 1,810 | 1.22% | 1.15% | 512 | +1,077 | 6.02% | Q1 2026 | Apr 30, 2026 |
| FLP Wealth Management, LLC | History | Added to | 18,655 | 1,780 | 3.67% | 3.91% | 513 | +1,458 | 8.48% | Q1 2026 | Apr 28, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 18,574 | 1,772 | 0.23% | 0.2% | 514 | +1,372 | 7.98% | Q1 2026 | May 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 18,372 | 1,750 | 1.19% | — | 515 | +18,372 | New | Q1 2026 | Apr 08, 2026 |
| Matrix Trust Co | History | Added to | 18,319 | 1,748 | 0.29% | 0.29% | 516 | +49 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Csenge Advisory Group | History | Reduced | 18,277 | 1,744 | 0.08% | 0.09% | 517 | -2,833 | -13.42% | Q1 2026 | Apr 30, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 18,167 | 1,733 | 0.21% | 0.23% | 518 | -1,016 | -5.3% | Q1 2026 | May 08, 2026 |
| Israel Discount Bank of New York | History | Added to | 17,878 | 1,706 | 3.74% | 3.68% | 519 | +3,817 | 27.15% | Q1 2026 | Apr 06, 2026 |
| Richmond Investment Services, LLC | History | New | 17,867 | 1,705 | 0.28% | — | 521 | +17,867 | New | Q1 2026 | Apr 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 17,866 | 1,705 | 0.61% | 0.62% | 520 | -106 | -0.59% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 17,838 | 1,702 | 0.01% | 0.06% | 522 | -128,916 | -87.84% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | New | 17,707 | 1,689 | 0.02% | — | 523 | +17,707 | New | Q1 2026 | May 13, 2026 |
| waypoint wealth counsel | History | Reduced | 17,694 | 1,688 | 0.87% | 0.66% | 524 | -1,159 | -6.15% | Q1 2026 | Apr 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 17,625 | 1,682 | 0.05% | 0.05% | 525 | +3,160 | 21.85% | Q1 2026 | May 06, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 17,400 | 1,662 | 0.26% | 0.27% | 526 | -230 | -1.3% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 17,370 | 1,657 | 0.01% | 1.87% | 527 | -2,500,000 | -99.31% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 17,357 | 1,656 | 0.13% | 0.11% | 528 | +2,645 | 17.98% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 17,094 | 1,631 | 0.01% | 0.01% | 529 | +147 | 0.87% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,939 | 1,616 | 0.07% | 0.07% | 530 | +1,589 | 10.35% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,798 | 1,603 | 0.0% | 0.0% | 531 | +5,008 | 42.48% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Added to | 16,668 | 1,590 | 0.03% | 0.01% | 532 | +11,788 | 241.56% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 16,645 | 1,588 | 0.21% | 0.19% | 533 | +943 | 6.01% | Q1 2026 | May 08, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 16,595 | 1,583 | 0.66% | 0.59% | 534 | +1,809 | 12.23% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 16,504 | 1,575 | 0.15% | 0.16% | 535 | -892 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,189 | 1,545 | 0.06% | 0.05% | 536 | +1,706 | 11.78% | Q1 2026 | Apr 20, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 16,120 | 1,538 | 0.35% | 0.35% | 537 | -5 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Prism Advisors, Inc. | History | Added to | 16,110 | 1,537 | 0.41% | 0.4% | 538 | +609 | 3.93% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,083 | 1,534 | 0.03% | 0.4% | 539 | -202,539 | -92.64% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,975 | 1,524 | 0.02% | 0.02% | 540 | +5,166 | 47.79% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,934 | 1,520 | 0.06% | 0.05% | 541 | +652 | 4.27% | Q1 2026 | May 12, 2026 |
| Entelevest, LLC | History | Added to | 15,799 | 1,507 | 1.51% | 1.12% | 542 | +4,124 | 35.32% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 15,767 | 1,504 | 0.11% | 0.1% | 543 | +648 | 4.29% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 15,533 | 1,482 | 0.41% | 0.41% | 544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 15,495 | 1,478 | 0.0% | 0.0% | 545 | -10,620 | -40.67% | Q1 2026 | May 14, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 15,309 | 1,461 | 1.38% | 1.2% | 546 | +2,743 | 21.83% | Q1 2026 | May 15, 2026 |
| CABANA LLC | History | Added to | 15,253 | 1,455 | 11.42% | 10.06% | 547 | +1,278 | 9.14% | Q1 2026 | Apr 28, 2026 |
| Generation Capital Management LLC | History | No change | 15,086 | 1,439 | 1.05% | 0.94% | 548 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 15,031 | 1,434 | 0.26% | — | 549 | +15,031 | New | Q1 2026 | May 14, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 14,993 | 1,430 | 1.53% | 1.46% | 550 | +517 | 3.57% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,959 | 1,427 | 0.04% | 0.04% | 551 | +391 | 2.68% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 14,918 | 1,423 | 0.01% | — | 552 | +14,918 | New | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 14,787 | 1,411 | 0.17% | 0.13% | 553 | +3,783 | 34.38% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 14,704 | 1,403 | 0.1% | 0.07% | 554 | +3,804 | 34.9% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 14,650 | 1,398 | 0.01% | 0.0% | 555 | +8,078 | 122.92% | Q1 2026 | May 15, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 14,566 | 1,390 | 0.83% | 0.97% | 556 | +105 | 0.73% | Q1 2026 | May 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 14,559 | 1,389 | 0.38% | 0.17% | 557 | +10,455 | 254.75% | Q1 2026 | Apr 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 14,520 | 1,385 | 0.53% | 0.23% | 558 | +8,375 | 136.29% | Q1 2026 | Apr 21, 2026 |
| Clarity Financial LLC | History | Added to | 14,502 | 1,384 | 0.15% | 0.13% | 559 | +186 | 1.3% | Q1 2026 | May 01, 2026 |
| Dedeker Financial LLC | History | Added to | 14,365 | 1,371 | 1.19% | 1.01% | 560 | +2,680 | 22.94% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,179 | 1,353 | 0.04% | 0.04% | 561 | +898 | 6.76% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,175 | 1,352 | 0.03% | 0.03% | 562 | -60 | -0.42% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 14,125 | 1,348 | 0.09% | 0.09% | 563 | -430 | -2.95% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,876 | 1,324 | 0.09% | 0.09% | 564 | +157 | 1.14% | Q1 2026 | Apr 15, 2026 |
| Summa Corp. | History | Reduced | 13,827 | 1,319 | 0.55% | 0.57% | 565 | -85 | -0.61% | Q1 2026 | Apr 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 13,761 | 1,313 | 0.68% | 1.71% | 566 | -20,698 | -60.07% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,726 | 1,310 | 0.04% | 0.02% | 567 | -379 | -2.69% | Q1 2026 | Apr 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 13,713 | 1,308 | 0.03% | 0.03% | 568 | +573 | 4.36% | Q1 2026 | Apr 30, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 13,729 | 1,307 | 0.1% | 0.1% | 569 | -658 | -4.57% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 13,655 | 1,303 | 0.17% | — | 570 | +13,655 | New | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,643 | 1,302 | 0.05% | 0.04% | 571 | +1,937 | 16.55% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 13,541 | 1,292 | 0.04% | 0.02% | 572 | +9,078 | 203.41% | Q1 2026 | May 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 13,376 | 1,276 | 0.94% | 0.96% | 573 | -64 | -0.48% | Q1 2026 | Apr 16, 2026 |
| JB Capital LLC | History | Added to | 13,323 | 1,271 | 0.05% | 0.04% | 574 | +2,023 | 17.9% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 13,246 | 1,264 | 0.06% | 0.06% | 576 | +1,004 | 8.2% | Q1 2026 | Apr 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,253 | 1,264 | 0.09% | 0.09% | 575 | -290 | -2.14% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 13,156 | 1,255 | 0.02% | 0.04% | 577 | -11,483 | -46.6% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 13,157 | 1,255 | 0.08% | 0.06% | 578 | -667 | -4.82% | Q1 2026 | Apr 28, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 13,122 | 1,252 | 0.17% | 0.16% | 579 | +909 | 7.44% | Q1 2026 | May 07, 2026 |
| Center For Asset Management LLC | History | Added to | 13,079 | 1,248 | 0.62% | 0.5% | 580 | +3,161 | 31.87% | Q1 2026 | Apr 16, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 12,965 | 1,237 | 0.02% | 0.03% | 581 | -1,093 | -7.77% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 12,906 | 1,232 | 0.15% | 0.12% | 582 | +2,245 | 21.06% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,846 | 1,220 | 0.08% | 0.09% | 583 | -342 | -2.59% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Added to | 12,702 | 1,212 | 0.14% | 0.07% | 584 | +6,199 | 95.33% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,628 | 1,203 | 0.06% | 0.03% | 585 | +5,703 | 82.35% | Q1 2026 | May 12, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 12,421 | 1,185 | 1.46% | 0.66% | 586 | +6,807 | 121.25% | Q1 2026 | May 14, 2026 |
| Carr Financial Group Corp | History | Added to | 12,409 | 1,184 | 0.31% | 0.32% | 587 | +12 | 0.1% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,378 | 1,181 | 0.07% | 0.06% | 588 | +1,804 | 17.06% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 12,284 | 1,172 | 0.06% | 0.06% | 589 | -170 | -1.37% | Q1 2026 | May 04, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 12,261 | 1,170 | 0.62% | 0.45% | 590 | -45 | -0.37% | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Added to | 12,234 | 1,167 | 0.95% | 0.71% | 591 | +2,918 | 31.32% | Q1 2026 | May 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 12,192 | 1,163 | 0.19% | 0.15% | 592 | +506 | 4.33% | Q1 2026 | May 15, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 12,097 | 1,154 | 0.32% | 0.28% | 594 | +680 | 5.96% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,094 | 1,154 | 0.02% | 0.02% | 593 | +105 | 0.88% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,035 | 1,148 | 0.1% | 0.09% | 595 | +1,217 | 11.25% | Q1 2026 | Apr 30, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,946 | 1,140 | 0.47% | 0.49% | 596 | -530 | -4.25% | Q1 2026 | Apr 21, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 11,930 | 1,138 | 0.46% | 0.46% | 597 | -326 | -2.66% | Q1 2026 | May 07, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | New | 11,900 | 1,135 | 0.51% | — | 598 | +11,900 | New | Q1 2026 | May 13, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 11,772 | 1,123 | 0.62% | 0.6% | 599 | -427 | -3.5% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,723 | 1,118 | 0.12% | 0.09% | 600 | +2,777 | 31.04% | Q1 2026 | Apr 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 11,720 | 1,118 | 0.89% | 0.89% | 601 | +37 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 11,615 | 1,108 | 0.39% | 0.42% | 602 | -379 | -3.16% | Q1 2026 | Apr 30, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 11,486 | 1,096 | 0.71% | 0.76% | 603 | -563 | -4.67% | Q1 2026 | May 20, 2026 |
| ARWA LLC | History | Added to | 11,422 | 1,090 | 0.54% | 0.63% | 604 | +249 | 2.23% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,378 | 1,085 | 0.02% | — | 605 | +11,378 | New | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,347 | 1,082 | 0.03% | 0.03% | 606 | +1,038 | 10.07% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 11,284 | 1,081 | 0.04% | 0.05% | 607 | -481 | -4.09% | Q1 2026 | Apr 24, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 11,251 | 1,073 | 0.34% | 0.31% | 608 | +858 | 8.26% | Q1 2026 | May 19, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 11,229 | 1,071 | 0.1% | 0.07% | 609 | +2,900 | 34.82% | Q1 2026 | Apr 30, 2026 |
| IF Advisors, LLC | History | Added to | 11,219 | 1,070 | 0.76% | 0.78% | 610 | +1,201 | 11.99% | Q1 2026 | May 13, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 11,200 | 1,068 | 0.85% | 0.85% | 611 | +988 | 9.67% | Q1 2026 | May 07, 2026 |
| Keebeck Wealth Management | History | Added to | 11,098 | 1,059 | 0.12% | 0.12% | 612 | +517 | 4.89% | Q1 2026 | May 14, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 11,088 | 1,058 | 0.6% | 0.63% | 613 | +644 | 6.17% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 11,005 | 1,050 | 0.26% | 0.25% | 614 | +15 | 0.14% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 10,862 | 1,036 | 0.05% | 0.06% | 615 | -3,194 | -22.72% | Q1 2026 | May 04, 2026 |
| Hamlin Capital Management, LLC | History | No change | 10,756 | 1,026 | 0.02% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 10,675 | 1,018 | 1.09% | 0.25% | 617 | +8,242 | 338.76% | Q1 2026 | Apr 20, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 10,602 | 1,011 | 0.16% | 0.15% | 618 | -203 | -1.88% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 10,433 | 1,003 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 10,461 | 998 | 0.03% | 0.08% | 620 | -20,111 | -65.78% | Q1 2026 | Apr 28, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 10,457 | 996 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Veltria Advisors Corp. | History | New | 10,515 | 993 | 3.3% | — | 622 | +10,515 | New | Q1 2026 | May 14, 2026 |
| King Wealth Management Group | History | Added to | 10,285 | 982 | 0.12% | 0.12% | 623 | +125 | 1.23% | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 10,274 | 980 | 0.03% | 0.03% | 624 | +772 | 8.12% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,247 | 978 | 0.07% | 0.07% | 625 | +5,710 | 125.85% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,255 | 978 | 0.01% | 0.01% | 626 | +4,840 | 89.38% | Q1 2026 | May 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 10,242 | 977 | 0.35% | 0.32% | 627 | +429 | 4.37% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 10,099 | 963 | 0.07% | 0.08% | 628 | -2,695 | -21.06% | Q1 2026 | May 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,087 | 962 | 0.03% | 0.03% | 629 | -1,514 | -13.05% | Q1 2026 | Apr 27, 2026 |
| Amundi | History | Reduced | 10,043 | 958 | 0.0% | 0.0% | 630 | -14,457 | -59.01% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 9,967 | 951 | 0.48% | 0.66% | 631 | -212 | -2.08% | Q1 2026 | Apr 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,942 | 948 | 0.03% | 0.07% | 632 | -10,909 | -52.32% | Q1 2026 | May 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 9,841 | 939 | 0.17% | — | 633 | +9,841 | New | Q1 2026 | Apr 28, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 9,705 | 926 | 0.62% | 0.65% | 634 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,683 | 924 | 0.01% | 0.01% | 635 | -140 | -1.43% | Q1 2026 | May 12, 2026 |
| Tandem Financial, LLC | History | New | 9,671 | 923 | 0.29% | — | 637 | +9,671 | New | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 9,678 | 923 | 0.94% | 0.84% | 636 | +1,279 | 15.23% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,584 | 914 | 0.01% | 0.01% | 638 | +262 | 2.81% | Q1 2026 | May 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 9,500 | 906 | 0.03% | 0.03% | 639 | +32 | 0.34% | Q1 2026 | May 05, 2026 |
| FDx Advisors, Inc. | History | Reduced | 9,410 | 898 | 0.29% | 0.49% | 640 | -673 | -6.67% | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 9,309 | 888 | 0.27% | 0.2% | 641 | +2,141 | 29.87% | Q1 2026 | Apr 27, 2026 |
| Roundview Capital LLC | History | Reduced | 9,303 | 887 | 0.06% | 0.06% | 642 | -508 | -5.18% | Q1 2026 | May 08, 2026 |
| BANK HAPOALIM BM | History | Added to | 9,218 | 880 | 0.13% | 0.07% | 643 | +576 | 6.67% | Q1 2026 | May 04, 2026 |
| Seelaus Asset Management LLC | History | New | 9,157 | 873 | 0.63% | — | 644 | +9,157 | New | Q1 2026 | Apr 29, 2026 |
| TCP Asset Management, LLC | History | Reduced | 9,067 | 865 | 0.11% | 0.15% | 645 | -193 | -2.08% | Q1 2026 | Apr 10, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 8,986 | 857 | 0.36% | 0.44% | 646 | -284 | -3.06% | Q1 2026 | Apr 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,955 | 854 | 0.13% | 0.13% | 647 | +387 | 4.52% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,833 | 843 | 0.03% | 0.03% | 648 | -85 | -0.95% | Q1 2026 | May 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 8,794 | 839 | 0.63% | — | 649 | +8,794 | New | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 8,771 | 837 | 0.03% | 0.04% | 650 | -1,662 | -15.93% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,751 | 835 | 0.0% | 0.0% | 651 | -1,880 | -17.68% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 8,675 | 822 | 0.44% | 0.37% | 652 | +2,052 | 30.98% | Q1 2026 | May 04, 2026 |
| Core Wealth Partners LLC | History | Reduced | 8,612 | 821 | 0.38% | 0.37% | 653 | -4 | -0.05% | Q1 2026 | May 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 8,565 | 817 | 0.14% | — | 654 | +8,565 | New | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | New | 8,514 | 816 | 0.01% | — | 655 | +8,514 | New | Q1 2026 | Apr 20, 2026 |
| Breakwater Capital Group | History | Added to | 8,494 | 810 | 0.11% | 0.09% | 656 | +2,013 | 31.06% | Q1 2026 | Apr 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,483 | 809 | 0.07% | 0.09% | 657 | +319 | 3.91% | Q1 2026 | May 12, 2026 |
| HORAN Wealth, LLC | History | New | 8,301 | 798 | 0.08% | — | 658 | +8,301 | New | Q1 2026 | May 08, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 8,133 | 776 | 1.08% | 1.14% | 659 | -294 | -3.49% | Q1 2026 | May 15, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 8,073 | 770 | 0.27% | 0.24% | 660 | +925 | 12.94% | Q1 2026 | Apr 17, 2026 |
| SAGE ADVISORS, LLC | History | No change | 8,008 | 770 | 0.51% | 0.51% | 661 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 8,031 | 766 | 0.77% | 0.28% | 662 | +5,066 | 170.86% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,021 | 765 | 0.03% | 0.02% | 663 | +241 | 3.1% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,949 | 759 | 0.05% | 0.05% | 664 | +14 | 0.18% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,934 | 757 | 0.0% | 0.0% | 665 | +456 | 6.1% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 7,912 | 755 | 0.03% | 0.19% | 666 | -38,889 | -83.09% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,885 | 752 | 0.0% | 0.0% | 667 | -3,811 | -32.58% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,882 | 750 | 0.05% | — | 669 | +7,882 | New | Q1 2026 | Apr 24, 2026 |
| Eddie Patel Inc | History | Added to | 7,859 | 750 | 0.58% | 0.36% | 668 | +2,837 | 56.49% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 7,700 | 734 | 0.01% | — | 670 | +7,700 | New | Q1 2026 | Apr 21, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 7,690 | 733 | 0.15% | — | 672 | +7,690 | New | Q1 2026 | May 12, 2026 |
| KG Capital Management | History | Reduced | 7,686 | 733 | 0.53% | 0.34% | 671 | -6,468 | -45.7% | Q1 2026 | Apr 22, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 7,597 | 730 | 0.23% | 0.23% | 673 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 7,645 | 729 | 0.03% | 0.03% | 674 | -74 | -0.96% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,595 | 724 | 0.02% | 0.02% | 676 | -2,458 | -24.45% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,594 | 724 | 0.05% | 0.06% | 675 | -1,712 | -18.4% | Q1 2026 | Apr 20, 2026 |
| NORDEN GROUP LLC | History | Reduced | 7,508 | 716 | 0.07% | 0.08% | 677 | -759 | -9.18% | Q1 2026 | Apr 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 7,478 | 713 | 0.53% | — | 678 | +7,478 | New | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,400 | 706 | 0.0% | 0.0% | 679 | +2,000 | 37.04% | Q1 2026 | May 06, 2026 |
| Gibbs Wealth Management | History | Added to | 7,378 | 704 | 0.09% | 0.14% | 680 | +1,531 | 26.18% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 7,298 | 696 | 0.08% | 0.08% | 682 | -396 | -5.15% | Q1 2026 | Apr 23, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 7,295 | 696 | 0.03% | 0.02% | 681 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Added to | 7,237 | 690 | 0.41% | 0.43% | 683 | +374 | 5.45% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,230 | 689 | 0.01% | 0.01% | 684 | -4,187 | -36.67% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 7,222 | 689 | 0.18% | 0.19% | 685 | +72 | 1.01% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,179 | 685 | 0.05% | 0.03% | 686 | +3,014 | 72.36% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 7,136 | 681 | 0.01% | 0.02% | 687 | -1,096 | -13.31% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,136 | 681 | 0.02% | 0.02% | 688 | +255 | 3.71% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,164 | 679 | 0.04% | 0.04% | 689 | +186 | 2.67% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,096 | 677 | 0.1% | 0.09% | 690 | +914 | 14.78% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,998 | 667 | 0.04% | 0.03% | 691 | +2,130 | 43.76% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,950 | 663 | 0.02% | 0.02% | 692 | -26 | -0.37% | Q1 2026 | Apr 29, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 6,894 | 657 | 0.12% | 0.12% | 693 | -126 | -1.79% | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 6,827 | 651 | 0.19% | 0.28% | 694 | -2,889 | -29.73% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,824 | 651 | 0.0% | 0.0% | 695 | -1,202 | -14.98% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,797 | 648 | 0.05% | 0.05% | 696 | +286 | 4.39% | Q1 2026 | Apr 08, 2026 |
| Brickley Wealth Management | History | No change | 6,763 | 645 | 0.11% | 0.11% | 697 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quadrature Capital Ltd | History | New | 6,751 | 644 | 0.01% | — | 699 | +6,751 | New | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | Reduced | 6,753 | 644 | 0.21% | 0.31% | 698 | -503 | -6.93% | Q1 2026 | Apr 09, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 6,740 | 643 | 0.3% | 0.39% | 700 | -2,095 | -23.71% | Q1 2026 | Apr 09, 2026 |
| 5T Wealth, LLC | History | Added to | 6,735 | 642 | 0.25% | 0.22% | 702 | +1,096 | 19.44% | Q1 2026 | Apr 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 6,735 | 642 | 0.37% | 0.35% | 701 | +452 | 7.19% | Q1 2026 | Apr 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,635 | 633 | 0.41% | 0.36% | 703 | +853 | 14.75% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,628 | 632 | 0.0% | 0.0% | 704 | +798 | 13.69% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 6,620 | 631 | 0.07% | 0.07% | 706 | +412 | 6.64% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Reduced | 6,614 | 631 | 0.09% | 0.09% | 705 | -43 | -0.65% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 6,572 | 627 | 0.1% | 0.1% | 708 | -75 | -1.13% | Q1 2026 | Apr 17, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,571 | 627 | 0.12% | 0.12% | 707 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,553 | 625 | 0.29% | 0.37% | 709 | -3,135 | -32.36% | Q1 2026 | May 13, 2026 |
| Texas Bank & Trust Co | History | Added to | 6,440 | 614 | 0.23% | 0.15% | 710 | +2,133 | 49.52% | Q1 2026 | Apr 30, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 6,397 | 610 | 0.04% | 0.03% | 711 | +239 | 3.88% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | New | 6,372 | 608 | 0.03% | — | 713 | +6,372 | New | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | Reduced | 6,399 | 608 | 0.1% | 0.11% | 712 | -451 | -6.58% | Q1 2026 | Apr 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 6,349 | 605 | 0.1% | 0.09% | 714 | +1,124 | 21.51% | Q1 2026 | Apr 30, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 6,323 | 603 | 0.15% | 0.59% | 715 | -19,884 | -75.87% | Q1 2026 | Apr 28, 2026 |
| Vectors Research Management, LLC | History | Added to | 6,304 | 601 | 0.18% | 0.18% | 716 | +2 | 0.03% | Q1 2026 | May 05, 2026 |
| SHARPEPOINT LLC | History | Reduced | 6,285 | 599 | 0.36% | 4.31% | 718 | -68,574 | -91.6% | Q1 2026 | May 05, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 6,282 | 599 | 0.45% | 0.44% | 717 | -17 | -0.27% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 6,269 | 598 | 0.03% | 0.03% | 719 | -157 | -2.44% | Q1 2026 | May 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 6,249 | 596 | 0.03% | 0.03% | 720 | -1,275 | -16.95% | Q1 2026 | Apr 09, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 6,255 | 596 | 0.01% | 0.01% | 721 | -327 | -4.97% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,153 | 587 | 0.01% | 0.01% | 722 | -100 | -1.6% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 6,064 | 578 | 0.03% | 0.02% | 723 | +2,313 | 61.66% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 6,026 | 575 | 0.14% | 0.08% | 724 | +3,860 | 178.21% | Q1 2026 | May 15, 2026 |
| Andina Capital Management, LLC | History | Reduced | 5,954 | 568 | 0.5% | 0.79% | 726 | -7,628 | -56.16% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,956 | 568 | 0.08% | 0.05% | 725 | +2,307 | 63.22% | Q1 2026 | May 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 5,924 | 565 | 0.51% | 0.41% | 727 | +1,113 | 23.13% | Q1 2026 | Apr 21, 2026 |
| Kinloch Capital, LLC | History | No change | 5,871 | 560 | 0.23% | 0.24% | 728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Reduced | 5,862 | 559 | 0.12% | 0.13% | 729 | -200 | -3.3% | Q1 2026 | Apr 21, 2026 |
| Bowman & Co S.C. | History | No change | 5,817 | 559 | 0.24% | 0.24% | 730 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,833 | 556 | 0.01% | 0.0% | 731 | +2,556 | 78.0% | Q1 2026 | May 01, 2026 |
| PCM Encore, LLC | History | No change | 5,833 | 556 | 0.11% | 0.12% | 732 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Benin Management CORP | History | Added to | 5,781 | 551 | 0.12% | 0.08% | 733 | +1,988 | 52.41% | Q1 2026 | Apr 10, 2026 |
| BTS Asset Management, Inc. | History | Added to | 5,756 | 549 | 2.12% | 0.75% | 734 | +4 | 0.07% | Q1 2026 | May 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 5,723 | 546 | 0.16% | 0.14% | 735 | +1,035 | 22.08% | Q1 2026 | Apr 16, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 5,715 | 545 | 0.09% | 0.1% | 736 | -525 | -8.41% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 5,688 | 542 | 0.0% | 0.0% | 737 | -11,338 | -66.59% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,620 | 536 | 0.3% | — | 738 | +5,620 | New | Q1 2026 | Apr 16, 2026 |
| Ransom Advisory, Ltd | History | No change | 5,502 | 529 | 0.21% | 0.21% | 739 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Markin Asset Management, LP | History | Reduced | 5,512 | 526 | 0.58% | 3.8% | 741 | -30,472 | -84.68% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Reduced | 5,514 | 526 | 0.11% | 0.13% | 740 | -271 | -4.68% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,474 | 522 | 0.06% | 0.06% | 742 | -313 | -5.41% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | New | 5,469 | 521 | 0.0% | — | 743 | +5,469 | New | Q1 2026 | May 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 5,456 | 520 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 5,380 | 513 | 0.29% | 0.46% | 745 | -2,403 | -30.87% | Q1 2026 | Apr 24, 2026 |
| AlTi Global, Inc. | History | No change | 5,373 | 512 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,314 | 507 | 0.01% | 0.01% | 747 | -50 | -0.93% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,275 | 503 | 0.0% | — | 748 | +5,275 | New | Q1 2026 | May 14, 2026 |
| CWC Advisors, LLC. | History | Added to | 5,220 | 498 | 0.24% | 0.2% | 749 | +885 | 20.42% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | New | 5,210 | 497 | 0.01% | — | 750 | +5,210 | New | Q1 2026 | May 11, 2026 |
| Red Door Wealth Management, LLC | History | New | 5,202 | 496 | 0.05% | — | 752 | +5,202 | New | Q1 2026 | Apr 22, 2026 |
| M3 Advisory Group, LLC | History | Added to | 5,199 | 496 | 0.31% | 0.3% | 751 | +52 | 1.01% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,154 | 491 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,139 | 490 | 0.01% | 0.02% | 754 | -11,191 | -68.53% | Q1 2026 | Apr 08, 2026 |
| Cresta Advisors, Ltd. | History | No change | 5,140 | 490 | 0.2% | 0.21% | 755 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy PCG, LLC | History | Reduced | 5,110 | 487 | 2.62% | 3.89% | 756 | -60,255 | -92.18% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Added to | 5,072 | 484 | 0.45% | 0.42% | 758 | +287 | 6.0% | Q1 2026 | Apr 07, 2026 |
| Cadence Bank | History | No change | 5,040 | 484 | 0.03% | 0.03% | 757 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legacy Private Trust Co. | History | Reduced | 5,068 | 483 | 0.03% | 0.05% | 759 | -2,975 | -36.99% | Q1 2026 | Apr 07, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 5,016 | 478 | 0.43% | 0.41% | 760 | +52 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 5,001 | 477 | 0.23% | 0.23% | 761 | +220 | 4.6% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 4,975 | 474 | 0.11% | 0.12% | 763 | -405 | -7.53% | Q1 2026 | Apr 15, 2026 |
| Independent Family Office, LLC | History | No change | 4,969 | 474 | 0.2% | 0.2% | 762 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 4,952 | 472 | 0.19% | 0.19% | 764 | -70 | -1.39% | Q1 2026 | May 11, 2026 |
| Fiduciary Wealth Partners, LLC | History | New | 4,936 | 471 | 0.31% | — | 765 | +4,936 | New | Q1 2026 | May 06, 2026 |
| TSA Wealth Managment LLC | History | Added to | 4,893 | 466 | 0.15% | 0.11% | 766 | +1,400 | 40.08% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | Reduced | 4,829 | 460 | 0.08% | 0.08% | 767 | -72 | -1.47% | Q1 2026 | Apr 16, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 4,815 | 459 | 0.35% | 0.34% | 768 | +388 | 8.76% | Q1 2026 | May 14, 2026 |
| GUERRA PAN ADVISORS, LLC | History | New | 4,795 | 457 | 0.28% | — | 769 | +4,795 | New | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,754 | 453 | 0.24% | 0.26% | 771 | -123 | -2.52% | Q1 2026 | Apr 24, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,756 | 453 | 0.02% | 0.02% | 770 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 4,740 | 452 | 0.02% | 0.02% | 772 | +427 | 9.9% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 4,724 | 450 | 0.0% | 0.0% | 774 | -12,081 | -71.89% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Added to | 4,723 | 450 | 0.03% | 0.02% | 773 | +2,096 | 79.79% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | Added to | 4,721 | 450 | 0.16% | 0.15% | 775 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 4,706 | 449 | 0.11% | — | 777 | +4,706 | New | Q1 2026 | Apr 24, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 4,707 | 449 | 0.07% | 0.03% | 776 | +2,610 | 124.46% | Q1 2026 | Apr 16, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 4,702 | 448 | 0.32% | 0.35% | 778 | -126 | -2.61% | Q1 2026 | Apr 10, 2026 |
| SouthState Bank Corp | History | Added to | 4,619 | 440 | 0.02% | 0.02% | 779 | +56 | 1.23% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 4,601 | 439 | 0.07% | 0.08% | 780 | -967 | -17.37% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,594 | 438 | 0.01% | 0.01% | 781 | -42 | -0.91% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,545 | 433 | 0.01% | 0.01% | 782 | +155 | 3.53% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,513 | 430 | 0.01% | 0.01% | 783 | -906 | -16.72% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,510 | 430 | 0.05% | 0.05% | 784 | -117 | -2.53% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,445 | 424 | 0.12% | 0.2% | 785 | -3,500 | -44.05% | Q1 2026 | Apr 16, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 4,432 | 422 | 0.2% | 0.25% | 787 | -1,278 | -22.38% | Q1 2026 | May 05, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 4,423 | 422 | 0.31% | 0.37% | 786 | -659 | -12.97% | Q1 2026 | Apr 20, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 4,399 | 419 | 0.12% | 0.13% | 788 | -360 | -7.56% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,377 | 417 | 0.02% | 0.03% | 789 | -304 | -6.49% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 4,354 | 415 | 0.05% | — | 791 | +4,354 | New | Q1 2026 | May 18, 2026 |
| M&T BANK CORP | History | Added to | 4,349 | 415 | 0.0% | 0.0% | 790 | +143 | 3.4% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 4,329 | 413 | 0.09% | — | 792 | +4,329 | New | Q1 2026 | Apr 15, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 4,296 | 410 | 0.18% | 0.13% | 793 | +1,257 | 41.36% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,296 | 410 | 0.21% | 0.22% | 794 | -26 | -0.6% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,289 | 409 | 0.02% | 0.02% | 795 | +210 | 5.15% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | New | 4,278 | 408 | 0.03% | — | 796 | +4,278 | New | Q1 2026 | Apr 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 4,264 | 406 | 0.25% | 0.22% | 797 | +604 | 16.5% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,238 | 404 | 0.0% | 0.0% | 798 | -217 | -4.87% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 4,226 | 403 | 0.27% | 0.26% | 799 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Key FInancial Inc | History | Added to | 4,194 | 400 | 0.07% | 0.0% | 800 | +4,129 | 6352.31% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,168 | 397 | 0.0% | 0.0% | 801 | -10 | -0.24% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,135 | 394 | 0.0% | — | 802 | +4,135 | New | Q1 2026 | May 12, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 4,121 | 393 | 0.05% | 0.05% | 803 | -12 | -0.29% | Q1 2026 | Apr 16, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 4,100 | 391 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| High Falls Advisors, Inc | History | No change | 4,062 | 390 | 0.08% | 0.08% | 805 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,077 | 389 | 0.02% | 0.01% | 806 | +1,011 | 32.97% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 4,075 | 388 | 0.01% | 0.01% | 807 | -515 | -11.22% | Q1 2026 | May 05, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 4,032 | 384 | 0.04% | 0.04% | 808 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 4,017 | 383 | 0.03% | 0.04% | 809 | -1,320 | -24.73% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | New | 3,998 | 379 | 0.01% | — | 810 | +3,998 | New | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | New | 3,969 | 378 | 0.24% | — | 811 | +3,969 | New | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Added to | 3,952 | 377 | 0.05% | 0.05% | 812 | +20 | 0.51% | Q1 2026 | May 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 3,931 | 375 | 0.28% | 0.29% | 813 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | Reduced | 3,890 | 371 | 0.25% | 0.27% | 814 | -24 | -0.61% | Q1 2026 | May 04, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 3,883 | 370 | 0.14% | 0.14% | 815 | -19 | -0.49% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,818 | 364 | 0.01% | 0.01% | 816 | +557 | 17.08% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,772 | 359 | 0.03% | 0.02% | 817 | +1,008 | 36.47% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,726 | 357 | 0.16% | 0.2% | 818 | -858 | -18.72% | Q1 2026 | Apr 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 3,719 | 355 | 0.07% | 0.09% | 819 | -558 | -13.05% | Q1 2026 | Apr 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 3,723 | 355 | 0.05% | 0.05% | 820 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SVB WEALTH LLC | History | New | 3,699 | 353 | 0.02% | — | 821 | +3,699 | New | Q1 2026 | Apr 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 3,702 | 352 | 0.05% | 0.04% | 823 | +917 | 32.93% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 3,696 | 352 | 0.06% | 0.05% | 824 | +371 | 11.16% | Q1 2026 | Apr 17, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 3,670 | 352 | 0.25% | 0.23% | 822 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VVR Holdings LLC | History | Reduced | 3,684 | 351 | 0.18% | 0.67% | 825 | -9,677 | -72.43% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,677 | 350 | 0.01% | 0.01% | 826 | +461 | 14.33% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,675 | 350 | 0.1% | 0.1% | 827 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,660 | 349 | 0.03% | 0.39% | 828 | -65,312 | -94.69% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 3,650 | 348 | 0.06% | 0.09% | 829 | -1,874 | -33.92% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,630 | 346 | 0.03% | — | 830 | +3,630 | New | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 3,595 | 343 | 0.1% | 0.11% | 831 | +29 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 3,565 | 340 | 0.19% | 0.19% | 833 | -309 | -7.98% | Q1 2026 | Apr 17, 2026 |
| Tull Financial Group, Inc. | History | Added to | 3,569 | 340 | 0.15% | 0.15% | 832 | +22 | 0.62% | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,523 | 336 | 0.01% | 0.01% | 834 | +756 | 27.32% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | New | 3,520 | 335 | 0.02% | — | 835 | +3,520 | New | Q1 2026 | Apr 21, 2026 |
| Legacy Trust | History | New | 3,500 | 334 | 0.06% | — | 836 | +3,500 | New | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 3,486 | 332 | 0.15% | 0.14% | 837 | +359 | 11.48% | Q1 2026 | May 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 3,484 | 332 | 0.6% | 0.6% | 838 | +236 | 7.27% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 3,476 | 331 | 0.02% | 0.02% | 839 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 3,463 | 329 | 0.37% | 0.39% | 841 | -723 | -17.27% | Q1 2026 | May 15, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 3,450 | 329 | 0.05% | 0.04% | 840 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 3,437 | 328 | 0.0% | 0.0% | 842 | +986 | 40.23% | Q1 2026 | May 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 3,422 | 326 | 0.18% | 0.17% | 843 | +306 | 9.82% | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | Added to | 3,419 | 326 | 0.08% | 0.08% | 844 | +147 | 4.49% | Q1 2026 | Apr 13, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 3,394 | 322 | 0.15% | 0.15% | 846 | -51 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,377 | 322 | 0.01% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 3,357 | 320 | 0.09% | 0.06% | 848 | +1,253 | 59.55% | Q1 2026 | Apr 23, 2026 |
| BayBridge Capital Group, LLC | History | No change | 3,337 | 320 | 0.2% | 0.2% | 847 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ridgewood Investments LLC | History | New | 3,335 | 318 | 0.13% | — | 850 | +3,335 | New | Q1 2026 | Apr 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,335 | 318 | 0.05% | 0.06% | 849 | +24 | 0.72% | Q1 2026 | May 06, 2026 |
| WNY Asset Management, LLC | History | New | 3,324 | 317 | 0.03% | — | 853 | +3,324 | New | Q1 2026 | May 22, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 3,301 | 317 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| F/m Investments LLC | History | No change | 3,332 | 317 | 0.02% | 0.01% | 852 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 3,318 | 316 | 0.01% | 0.01% | 854 | -2,002 | -37.63% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Added to | 3,291 | 314 | 0.03% | 0.02% | 855 | +43 | 1.32% | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 3,280 | 313 | 0.05% | 0.05% | 856 | -2 | -0.06% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,276 | 312 | 0.02% | 0.02% | 857 | +47 | 1.46% | Q1 2026 | Apr 30, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 3,250 | 310 | 0.22% | 0.2% | 859 | +341 | 11.72% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Added to | 3,249 | 310 | 0.09% | 0.08% | 858 | +262 | 8.77% | Q1 2026 | Apr 14, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 3,241 | 309 | 0.09% | 0.08% | 860 | +323 | 11.07% | Q1 2026 | May 07, 2026 |
| Patten Group, Inc. | History | Reduced | 3,218 | 307 | 0.05% | 0.07% | 861 | -450 | -12.27% | Q1 2026 | Apr 24, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 3,217 | 307 | 0.15% | 0.16% | 862 | -227 | -6.59% | Q1 2026 | May 01, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,216 | 306 | 0.11% | — | 865 | +3,216 | New | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | Added to | 3,207 | 306 | 0.04% | 0.04% | 864 | +138 | 4.5% | Q1 2026 | Apr 24, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 3,216 | 306 | 0.11% | 0.12% | 863 | +67 | 2.13% | Q1 2026 | Apr 23, 2026 |
| Northwest Financial Advisors | History | Added to | 3,204 | 305 | 0.59% | 0.6% | 866 | +155 | 5.08% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,155 | 301 | 0.01% | 0.06% | 867 | -13,827 | -81.42% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Reduced | 3,141 | 299 | 0.07% | 0.98% | 868 | -43,730 | -93.3% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,138 | 299 | 0.01% | 0.03% | 869 | -4,501 | -58.92% | Q1 2026 | Apr 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 3,075 | 293 | 0.06% | 0.06% | 870 | +303 | 10.93% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,047 | 290 | 0.02% | 0.02% | 871 | -959 | -23.94% | Q1 2026 | Apr 17, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,040 | 290 | 0.09% | 0.09% | 872 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,020 | 288 | 0.07% | 0.07% | 873 | +41 | 1.38% | Q1 2026 | Apr 22, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 3,000 | 286 | 0.08% | 0.09% | 874 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 2,987 | 285 | 0.08% | 0.06% | 875 | +870 | 41.1% | Q1 2026 | May 08, 2026 |
| Mittelman Wealth Management | History | New | 2,978 | 284 | 0.18% | — | 876 | +2,978 | New | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 2,941 | 280 | 0.0% | 0.0% | 877 | +61 | 2.12% | Q1 2026 | Apr 21, 2026 |
| 4J Wealth Management LLC | History | Reduced | 2,932 | 279 | 0.16% | 0.17% | 880 | -116 | -3.81% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 2,933 | 279 | 0.01% | 0.01% | 878 | +85 | 2.98% | Q1 2026 | May 01, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,933 | 279 | 0.03% | 0.03% | 879 | -83 | -2.75% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,909 | 277 | 0.05% | 0.05% | 881 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Added to | 2,890 | 275 | 0.06% | 0.06% | 882 | +399 | 16.02% | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 2,883 | 275 | 0.24% | 0.25% | 883 | -3 | -0.1% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 2,880 | 274 | 0.06% | 0.08% | 884 | -1,033 | -26.4% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,817 | 268 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stelac Advisory Services LLC | History | New | 2,790 | 266 | 0.05% | — | 887 | +2,790 | New | Q1 2026 | May 08, 2026 |
| Rathbones Group PLC | History | No change | 2,797 | 266 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 2,738 | 263 | 0.02% | 0.02% | 889 | +432 | 18.73% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,760 | 263 | 0.0% | 0.0% | 888 | -50 | -1.78% | Q1 2026 | May 13, 2026 |
| Keystone Global Partners, LLC | History | New | 2,752 | 262 | 0.12% | — | 891 | +2,752 | New | Q1 2026 | Apr 24, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 2,750 | 262 | 0.17% | 0.18% | 890 | +4 | 0.15% | Q1 2026 | Apr 08, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 2,729 | 260 | 0.09% | 0.09% | 892 | -18 | -0.66% | Q1 2026 | Apr 23, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 2,722 | 259 | 0.14% | 0.11% | 893 | -18 | -0.66% | Q1 2026 | Apr 13, 2026 |
| FORBES J M & CO LLP | History | Reduced | 2,704 | 258 | 0.02% | 0.02% | 894 | -28 | -1.02% | Q1 2026 | Apr 16, 2026 |
| Marex Group plc | History | New | 2,700 | 257 | 0.0% | — | 895 | +2,700 | New | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 2,674 | 255 | 0.04% | 0.07% | 897 | -1,627 | -37.83% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,672 | 255 | 0.01% | 0.01% | 896 | +333 | 14.24% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,659 | 253 | 0.0% | — | 899 | +2,659 | New | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 2,658 | 253 | 0.02% | 0.02% | 898 | -338 | -11.28% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 2,621 | 250 | 0.0% | — | 901 | +2,621 | New | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 2,625 | 250 | 0.01% | 0.01% | 900 | +245 | 10.29% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | New | 2,615 | 249 | 0.02% | — | 902 | +2,615 | New | Q1 2026 | May 15, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 2,589 | 247 | 0.11% | 0.3% | 904 | -4,548 | -63.72% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 4,046 | 247 | 0.03% | 0.03% | 903 | -240 | -5.6% | Q1 2026 | Apr 22, 2026 |
| Elevation Advisory Partners LLC | History | New | 2,556 | 245 | 0.23% | — | 905 | +2,556 | New | Q1 2026 | May 08, 2026 |
| WELCH & FORBES LLC | History | No change | 2,551 | 243 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Added to | 2,527 | 241 | 0.04% | 0.04% | 907 | +145 | 6.09% | Q1 2026 | Apr 16, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,502 | 238 | 0.02% | 0.05% | 910 | -3,050 | -54.94% | Q1 2026 | Apr 22, 2026 |
| SFE Investment Counsel | History | Reduced | 2,499 | 238 | 0.04% | 0.05% | 908 | -860 | -25.6% | Q1 2026 | May 01, 2026 |
| Indivisible Partners | History | Added to | 2,500 | 238 | 0.02% | 0.02% | 911 | +252 | 11.21% | Q1 2026 | Apr 30, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 2,500 | 238 | 0.04% | 0.04% | 909 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 2,490 | 237 | 0.05% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,476 | 236 | 0.01% | — | 913 | +2,476 | New | Q1 2026 | Apr 22, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,470 | 235 | 0.17% | 0.17% | 914 | -100 | -3.89% | Q1 2026 | May 12, 2026 |
| Landing Point Financial Group, LLC | History | New | 2,445 | 233 | 0.11% | — | 917 | +2,445 | New | Q1 2026 | May 05, 2026 |
| Diligent Investors, LLC | History | Added to | 2,451 | 233 | 0.06% | 0.06% | 915 | +6 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Rede Wealth, LLC | History | Reduced | 2,442 | 233 | 0.08% | 0.08% | 916 | -6 | -0.25% | Q1 2026 | Apr 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,436 | 231 | 0.01% | 0.01% | 918 | +1,084 | 80.18% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 2,377 | 226 | 0.03% | 0.03% | 919 | -118 | -4.73% | Q1 2026 | Apr 23, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 2,357 | 224 | 0.01% | — | 922 | +2,357 | New | Q1 2026 | Apr 17, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,356 | 224 | 0.0% | 0.0% | 921 | -33 | -1.38% | Q1 2026 | May 07, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,353 | 224 | 0.15% | 0.15% | 920 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 2,365 | 223 | 0.17% | 0.17% | 923 | +160 | 7.26% | Q1 2026 | May 14, 2026 |
| Mirabaud & Cie SA | History | Reduced | 2,325 | 221 | 0.09% | 1.0% | 924 | -30,010 | -92.81% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 2,314 | 220 | 0.14% | 0.15% | 925 | +10 | 0.43% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | No change | 2,303 | 219 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 2,275 | 217 | 0.04% | 0.05% | 927 | +3 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,257 | 215 | 0.14% | 0.15% | 928 | -3 | -0.13% | Q1 2026 | Apr 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 2,250 | 214 | 0.02% | 0.02% | 929 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 2,237 | 213 | 0.11% | 0.12% | 931 | +14 | 0.63% | Q1 2026 | Apr 21, 2026 |
| Glenview Trust Co | History | No change | 2,234 | 213 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 2,231 | 212 | 0.2% | 0.34% | 934 | -2,253 | -50.25% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,221 | 212 | 0.03% | 0.05% | 932 | -845 | -27.56% | Q1 2026 | May 04, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,230 | 212 | 0.08% | 0.09% | 933 | -94 | -4.04% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | No change | 2,214 | 211 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DOVER ADVISORS, LLC | History | No change | 2,199 | 209 | 0.09% | 0.08% | 936 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 2,187 | 208 | 0.1% | — | 938 | +2,187 | New | Q1 2026 | Apr 17, 2026 |
| BDFS Capital LLC | History | Added to | 2,180 | 208 | 0.1% | 0.11% | 937 | +1 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,157 | 207 | 0.04% | 0.04% | 939 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| JCIC Asset Management Inc. | History | No change | 2,145 | 204 | 0.06% | 0.06% | 940 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Huntleigh Advisors, Inc. | History | New | 2,132 | 203 | 0.03% | — | 942 | +2,132 | New | Q1 2026 | Apr 21, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 2,133 | 203 | 0.15% | 0.17% | 941 | +3 | 0.14% | Q1 2026 | Apr 13, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 2,125 | 202 | 0.27% | — | 943 | +2,125 | New | Q1 2026 | Apr 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,113 | 201 | 0.0% | 0.0% | 944 | -473 | -18.29% | Q1 2026 | May 14, 2026 |
| Gradient Investments LLC | History | Reduced | 2,108 | 201 | 0.0% | 0.0% | 945 | -38 | -1.77% | Q1 2026 | Apr 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 2,100 | 200 | 0.0% | 0.03% | 946 | -30,856 | -93.63% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | New | 2,098 | 200 | 0.05% | — | 948 | +2,098 | New | Q1 2026 | Apr 08, 2026 |
| BAYBAN | History | No change | 2,100 | 200 | 0.17% | 0.18% | 947 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 2,029 | 193 | 0.08% | 0.08% | 949 | -59 | -2.83% | Q1 2026 | May 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 2,010 | 191 | 0.19% | 0.16% | 950 | +375 | 22.94% | Q1 2026 | Apr 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,982 | 189 | 0.1% | 0.13% | 951 | -632 | -24.18% | Q1 2026 | Apr 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,898 | 181 | 0.01% | 0.01% | 952 | -1,388 | -42.24% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Reduced | 1,896 | 180 | 0.06% | 0.14% | 954 | -1,851 | -49.4% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Added to | 1,891 | 180 | 0.12% | 0.02% | 953 | +1,448 | 326.86% | Q1 2026 | May 05, 2026 |
| Forum Finance Group S.A. | History | New | 2,225 | 169 | 0.09% | — | 955 | +2,225 | New | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,730 | 165 | 0.12% | 0.14% | 956 | -19 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,722 | 164 | 0.07% | 0.02% | 957 | +1,217 | 240.99% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,707 | 162 | 0.01% | — | 958 | +1,707 | New | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | Reduced | 1,654 | 157 | 0.01% | 0.01% | 959 | -268 | -13.94% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,611 | 153 | 0.01% | 0.01% | 961 | -276 | -14.63% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,607 | 153 | 0.01% | 0.01% | 960 | +33 | 2.1% | Q1 2026 | May 18, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,581 | 150 | 0.0% | 0.01% | 962 | -271 | -14.63% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | No change | 1,510 | 144 | 0.06% | 0.05% | 963 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,490 | 142 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,474 | 140 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,450 | 138 | 0.04% | 0.04% | 966 | +26 | 1.83% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,444 | 137 | 0.01% | 0.01% | 967 | +33 | 2.34% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,437 | 137 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,437 | 137 | 0.03% | 0.02% | 969 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,347 | 128 | 0.01% | 0.01% | 970 | -32 | -2.32% | Q1 2026 | Apr 28, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,283 | 122 | 0.01% | 0.03% | 971 | -3,094 | -70.69% | Q1 2026 | Apr 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,285 | 122 | 0.03% | 0.03% | 973 | +96 | 8.07% | Q1 2026 | Apr 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,286 | 122 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,220 | 116 | 0.04% | — | 975 | +1,220 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,216 | 116 | 0.03% | — | 974 | +1,216 | New | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,211 | 115 | 0.01% | 0.05% | 976 | -5,293 | -81.38% | Q1 2026 | Apr 23, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 1,199 | 114 | 0.0% | 0.01% | 977 | -1,448 | -54.7% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,132 | 108 | 0.02% | 0.01% | 978 | +761 | 205.12% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,111 | 106 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | New | 1,042 | 100 | 0.05% | — | 982 | +1,042 | New | Q1 2026 | Apr 27, 2026 |
| Vision Retirement, LLC | History | Reduced | 1,052 | 100 | 0.03% | 0.04% | 981 | -542 | -34.0% | Q1 2026 | May 07, 2026 |
| Finley Financial, LLC | History | No change | 1,050 | 100 | 0.05% | 0.05% | 980 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 1,037 | 98 | 0.01% | 0.0% | 984 | +966 | 1360.56% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | No change | 1,032 | 98 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,013 | 96 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Added to | 999 | 95 | 0.05% | 0.05% | 986 | +80 | 8.71% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 945 | 90 | 0.02% | — | 987 | +945 | New | Q1 2026 | Apr 14, 2026 |
| Rice Partnership, LLC | History | Added to | 942 | 89 | 0.01% | 0.0% | 988 | +617 | 189.85% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 915 | 88 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 906 | 86 | 0.0% | 0.0% | 990 | +21 | 2.37% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 886 | 84 | 0.0% | 0.0% | 991 | -36 | -3.9% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 874 | 83 | 0.01% | 0.01% | 992 | +4 | 0.46% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 848 | 80 | 0.01% | 0.01% | 993 | +38 | 4.69% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | Added to | 797 | 76 | 0.04% | 0.04% | 994 | +5 | 0.63% | Q1 2026 | May 18, 2026 |
| Ancora Advisors LLC | History | No change | 788 | 75 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | Reduced | 758 | 72 | 0.07% | 0.03% | 997 | -4,588 | -85.82% | Q1 2026 | May 21, 2026 |
| Pflug Koory, LLC | History | No change | 761 | 72 | 0.03% | 0.03% | 996 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 750 | 71 | 0.0% | 0.0% | 998 | +281 | 59.91% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 719 | 68 | 0.01% | 0.01% | 999 | +4 | 0.56% | Q1 2026 | May 20, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 707 | 67 | 0.03% | — | 1001 | +707 | New | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | No change | 706 | 67 | 0.05% | 0.05% | 1000 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | New | 688 | 65 | 0.0% | — | 1002 | +688 | New | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 656 | 62 | 0.01% | 0.01% | 1003 | -57 | -7.99% | Q1 2026 | May 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 646 | 61 | 0.06% | 0.06% | 1004 | +57 | 9.68% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | New | 591 | 56 | 0.0% | — | 1005 | +591 | New | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 570 | 54 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | No change | 567 | 54 | 0.02% | 0.02% | 1007 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 562 | 53 | 0.0% | — | 1009 | +562 | New | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | No change | 565 | 53 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | Added to | 546 | 52 | 0.06% | 0.0% | 1010 | +532 | 3800.0% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 499 | 47 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Powell Investment Advisors, LLC | History | No change | 501 | 47 | 0.02% | 0.02% | 1012 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Reduced | 451 | 43 | 0.0% | 0.0% | 1016 | -1,066 | -70.27% | Q1 2026 | Apr 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 460 | 43 | 0.0% | 0.0% | 1014 | +185 | 67.27% | Q1 2026 | Apr 17, 2026 |
| Lavaca Capital LLC | History | Added to | 457 | 43 | 0.01% | 0.01% | 1015 | +3 | 0.66% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 460 | 43 | 0.01% | 0.01% | 1013 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 457 | 43 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 446 | 42 | 0.0% | 0.0% | 1018 | -2 | -0.45% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 436 | 41 | 0.01% | 0.01% | 1019 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 419 | 39 | 0.0% | 0.0% | 1020 | +395 | 1645.83% | Q1 2026 | Apr 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 415 | 39 | 0.01% | 0.01% | 1021 | -60 | -12.63% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 409 | 39 | 0.03% | 0.03% | 1022 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 400 | 38 | 0.01% | 0.01% | 1024 | +9 | 2.3% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 400 | 38 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | New | 388 | 37 | 0.01% | — | 1025 | +388 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 382 | 36 | 0.02% | — | 1027 | +382 | New | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 382 | 36 | 0.0% | 0.0% | 1026 | -207 | -35.14% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | New | 346 | 33 | 0.02% | — | 1030 | +346 | New | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 353 | 33 | 0.01% | 0.01% | 1029 | +107 | 43.5% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 349 | 33 | 0.0% | 0.0% | 1028 | +5 | 1.45% | Q1 2026 | May 07, 2026 |
| RED REEF ADVISORS LLC | History | No change | 337 | 32 | 0.03% | 0.03% | 1031 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 334 | 31 | 0.0% | 0.0% | 1032 | +226 | 209.26% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 339 | 31 | 0.0% | 0.0% | 1034 | +104 | 44.26% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 334 | 31 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BankPlus Trust Department | History | No change | 335 | 31 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 318 | 30 | 0.01% | 0.01% | 1036 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Counsel, Inc | History | No change | 325 | 30 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 315 | 30 | 0.01% | 0.01% | 1038 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 298 | 28 | 0.0% | — | 1043 | +298 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Added to | 303 | 28 | 0.01% | 0.0% | 1042 | +200 | 194.17% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 301 | 28 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 297 | 28 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | No change | 300 | 28 | 0.02% | 0.02% | 1041 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Windsor Advisory Group, LLC | History | New | 280 | 26 | 0.02% | — | 1044 | +280 | New | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 262 | 25 | 0.0% | 0.0% | 1046 | +1 | 0.38% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | No change | 265 | 25 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 258 | 24 | 0.0% | 0.08% | 1047 | -2,414 | -90.34% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 242 | 23 | 0.0% | 0.01% | 1050 | -1,480 | -85.95% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | New | 241 | 23 | 0.01% | — | 1052 | +241 | New | Q1 2026 | Apr 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 246 | 23 | 0.01% | 0.01% | 1049 | -13 | -5.02% | Q1 2026 | Apr 30, 2026 |
| West Branch Capital LLC | History | Added to | 242 | 23 | 0.01% | 0.01% | 1048 | +10 | 4.31% | Q1 2026 | Apr 14, 2026 |
| Pioneer Family Office, LLC | History | Added to | 245 | 23 | 0.01% | 0.02% | 1051 | +1 | 0.41% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Reduced | 239 | 22 | 0.0% | 0.01% | 1054 | -106 | -30.72% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 236 | 22 | 0.0% | 0.0% | 1053 | +104 | 78.79% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 223 | 21 | 0.0% | 0.0% | 1055 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strengthening Families & Communities, LLC | History | New | 218 | 20 | 0.0% | — | 1057 | +218 | New | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 210 | 20 | 0.0% | 0.0% | 1056 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Reduced | 194 | 19 | 0.0% | 0.0% | 1058 | -32 | -14.16% | Q1 2026 | Apr 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 196 | 18 | 0.0% | 0.0% | 1059 | -614 | -75.8% | Q1 2026 | May 06, 2026 |
| Register Financial Advisors LLC | History | No change | 197 | 18 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 188 | 17 | 0.0% | 0.01% | 1061 | -513 | -73.18% | Q1 2026 | Apr 16, 2026 |
| Bangor Savings Bank | History | Reduced | 185 | 17 | 0.0% | 0.0% | 1062 | -3 | -1.6% | Q1 2026 | Apr 01, 2026 |
| Trust Co | History | Added to | 181 | 17 | 0.0% | 0.0% | 1063 | +1 | 0.56% | Q1 2026 | Apr 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 172 | 16 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 169 | 16 | 0.01% | 0.01% | 1065 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hickory Point Bank & Trust | History | New | 161 | 15 | 0.01% | — | 1068 | +161 | New | Q1 2026 | Apr 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 164 | 15 | 0.0% | 0.0% | 1066 | +144 | 720.0% | Q1 2026 | Apr 28, 2026 |
| Hurley Capital, LLC | History | Added to | 163 | 15 | 0.01% | 0.01% | 1067 | +1 | 0.62% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 141 | 13 | 0.0% | — | 1069 | +141 | New | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 126 | 12 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 131 | 12 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 117 | 11 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 113 | 10 | 0.0% | — | 1076 | +113 | New | Q1 2026 | Apr 24, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 107 | 10 | 0.0% | — | 1077 | +107 | New | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 111 | 10 | 0.0% | 0.0% | 1074 | +47 | 73.44% | Q1 2026 | Apr 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 105 | 10 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 108 | 10 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Y.D. More Investments Ltd | History | No change | 100 | 9 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 92 | 8 | 0.0% | 0.0% | 1080 | -111 | -54.68% | Q1 2026 | Apr 17, 2026 |
| JPL Wealth Management, LLC | History | New | 93 | 8 | 0.0% | — | 1087 | +93 | New | Q1 2026 | May 08, 2026 |
| Kiker Wealth Management, LLC | History | New | 86 | 8 | 0.0% | — | 1088 | +86 | New | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 85 | 8 | 0.01% | 0.01% | 1085 | -32 | -27.35% | Q1 2026 | May 01, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 88 | 8 | 0.0% | 0.01% | 1086 | -11 | -11.11% | Q1 2026 | Apr 20, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 91 | 8 | 0.0% | 0.0% | 1081 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 1082 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 85 | 8 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROGCO, LP | History | No change | 94 | 8 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Reduced | 83 | 7 | 0.0% | 0.01% | 1090 | -51 | -38.06% | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | No change | 76 | 7 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 72 | 6 | 0.0% | — | 1098 | +72 | New | Q1 2026 | May 06, 2026 |
| Portus Wealth Advisors, LLC | History | New | 69 | 6 | 0.01% | — | 1097 | +69 | New | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 67 | 6 | 0.0% | — | 1096 | +67 | New | Q1 2026 | May 05, 2026 |
| SIMA Wealth Partners, LLC | History | New | 66 | 6 | 0.0% | — | 1100 | +66 | New | Q1 2026 | May 15, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 64 | 6 | 0.0% | — | 1099 | +64 | New | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Reduced | 65 | 6 | 0.0% | 0.01% | 1095 | -26 | -28.57% | Q1 2026 | Apr 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 72 | 6 | 0.0% | 0.0% | 1091 | +13 | 22.03% | Q1 2026 | Apr 17, 2026 |
| Balentine LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 1092 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Community Bank, N.A. | History | No change | 65 | 6 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strive Financial Group ,LLC | History | New | 53 | 5 | 0.0% | — | 1104 | +53 | New | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 53 | 5 | 0.0% | — | 1105 | +53 | New | Q1 2026 | Apr 13, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 62 | 5 | 0.0% | 0.0% | 1103 | -28 | -31.11% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 56 | 5 | 0.0% | 0.0% | 1101 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 43 | 4 | 0.0% | — | 1110 | +43 | New | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 51 | 4 | 0.0% | 0.0% | 1109 | +10 | 24.39% | Q1 2026 | May 14, 2026 |
| MOTCO | History | No change | 44 | 4 | 0.0% | 0.0% | 1106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NWK Group, Inc. | History | No change | 45 | 4 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Reduced | 41 | 3 | 0.0% | 0.0% | 1114 | -60 | -59.41% | Q1 2026 | Apr 03, 2026 |
| SHP Wealth Management | History | New | 41 | 3 | 0.0% | — | 1116 | +41 | New | Q1 2026 | May 08, 2026 |
| BIRCHBROOK, INC. | History | New | 37 | 3 | 0.0% | — | 1117 | +37 | New | Q1 2026 | Apr 08, 2026 |
| Towne Trust Company, N.A | History | No change | 41 | 3 | 0.0% | 0.0% | 1111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 40 | 3 | 0.0% | 0.0% | 1112 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 1113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Imprint Wealth LLC | History | No change | 37 | 3 | 0.01% | 0.01% | 1115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | New | 25 | 2 | 0.0% | — | 1118 | +25 | New | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 1123 | -82 | -85.42% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1125 | -55 | -78.57% | Q1 2026 | May 01, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 20 | 1 | 0.0% | 0.0% | 1119 | -30 | -60.0% | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 1122 | +1 | 7.69% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | No change | 12 | 1 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Eukles Asset Management | History | No change | 20 | 1 | 0.0% | 0.0% | 1121 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 12 | 1 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 12 | 1 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 15.07% | — | -11,500,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Asset Management, L.P. | History | Closed out | 0 | 0 | — | 4.66% | — | -1,604,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.08% | — | -500,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -378,032 | -100.0% | Q1 2026 | May 15, 2026 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 11.78% | — | -375,424 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Nationwide Fund Advisors | History | Closed out | 0 | 0 | — | 1.04% | — | -252,090 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.6% | — | -193,634 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.04% | — | -193,590 | -100.0% | Q1 2026 | May 12, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 3.1% | — | -187,941 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning, LLC | History | Closed out | 0 | 0 | — | 2.7% | — | -120,668 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -118,345 | -100.0% | Q1 2026 | May 12, 2026 |
| Altman Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.7% | — | -74,566 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -66,316 | -100.0% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.09% | — | -63,890 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -50,660 | -100.0% | Q1 2026 | May 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -47,743 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.26% | — | -40,100 | -100.0% | Q1 2026 | May 06, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -37,343 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 1.32% | — | -36,922 | -100.0% | Q1 2026 | May 14, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.57% | — | -35,329 | -100.0% | Q1 2026 | May 14, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.56% | — | -31,235 | -100.0% | Q1 2026 | May 11, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -30,709 | -100.0% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.64% | — | -27,994 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,436 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -22,804 | -100.0% | Q1 2026 | May 14, 2026 |
| SJBENEN ADVISORY, LLC | History | Closed out | 0 | 0 | — | 1.55% | — | -17,300 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.64% | — | -16,967 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,779 | -100.0% | Q1 2026 | May 18, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,692 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -12,044 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,973 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -9,440 | -100.0% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.22% | — | -8,946 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -8,645 | -100.0% | Q1 2026 | May 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -8,304 | -100.0% | Q1 2026 | Apr 23, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -6,992 | -100.0% | Q1 2026 | May 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.4% | — | -6,632 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,109 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,032 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,266 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,237 | -100.0% | Q1 2026 | May 15, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.88% | — | -4,948 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Oxford Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,712 | -100.0% | Q1 2026 | May 11, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,188 | -100.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,177 | -100.0% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,135 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,959 | -100.0% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,250 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,189 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,070 | -100.0% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,006 | -100.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7 | 0 | — | 0.07% | — | -2,918 | -99.76% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,772 | -100.0% | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,670 | -100.0% | Q1 2026 | May 13, 2026 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,615 | -100.0% | Q1 2026 | May 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,565 | -100.0% | Q1 2026 | May 04, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,521 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,509 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,431 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Drake & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,360 | -100.0% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,358 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 2.18% | — | -2,350 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,331 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CAMDEN NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -2,248 | -100.0% | Q1 2026 | May 04, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q1 2026 | May 08, 2026 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -2,181 | -100.0% | Q1 2026 | May 07, 2026 |
| Chesley Taft & Associates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,175 | -100.0% | Q1 2026 | Apr 13, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,147 | -100.0% | Q1 2026 | Apr 20, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Closed out | 0 | 0 | — | 0.26% | — | -2,133 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,128 | -100.0% | Q1 2026 | May 13, 2026 |
| Pingora Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -595 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -475 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -287 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -182 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | May 05, 2026 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -125 | -100.0% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -86 | -89.58% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 04, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Mascoma Wealth Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 30, 2026 |
| GW&K Investment Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Northwest Capital Management Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |