iSHARES TRUST - IEI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 18,817,986 | 2,228,614 | 0.14% | 0.13% | 1 | +1,123,569 | 6.35% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,242,672 | 1,096,180 | 0.08% | 0.06% | 2 | +2,627,948 | 39.73% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,258,233 | 742,221 | 1.3% | 1.34% | 3 | +333,630 | 5.63% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | No change | 4,292,100 | 509,043 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,231,532 | 501,859 | 1.02% | 0.97% | 5 | -56,381 | -1.31% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,835,777 | 454,923 | 0.12% | 0.14% | 6 | -38,465 | -0.99% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 3,352,425 | 397,597 | 0.81% | 0.74% | 7 | +300,397 | 9.84% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 3,146,974 | 373,231 | 0.02% | 0.01% | 8 | +2,271,791 | 259.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,985,127 | 354,036 | 0.05% | 0.04% | 9 | +713,363 | 31.4% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,855,064 | 338,610 | 0.02% | 0.02% | 10 | +70,808 | 2.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,845,738 | 337,218 | 0.08% | 0.07% | 11 | +119,603 | 4.39% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,735,908 | 324,478 | 0.09% | 0.08% | 12 | +281,609 | 11.47% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,403,767 | 285,086 | 0.26% | 0.23% | 13 | +227,770 | 10.47% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,318,980 | 275,031 | 0.83% | 0.88% | 14 | -360,753 | -13.46% | Q1 2026 | May 05, 2026 |
| WIT, LLC | History | Added to | 2,263,922 | 268,501 | 5.07% | 5.0% | 15 | +174,852 | 8.37% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,152,305 | 255,263 | 0.05% | 0.05% | 16 | +56,799 | 2.71% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 2,037,091 | 241,598 | 0.28% | 0.07% | 17 | +1,542,184 | 311.61% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,995,728 | 236,693 | 0.32% | 0.31% | 18 | +27,105 | 1.38% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 1,968,957 | 233,518 | 0.33% | 0.34% | 19 | +14,299 | 0.73% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,844,787 | 218,792 | 0.54% | 0.52% | 20 | -41,130 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,596,822 | 189,383 | 15.69% | 16.2% | 21 | +116,456 | 7.87% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,594,914 | 189,156 | 0.06% | 0.06% | 22 | +71,064 | 4.66% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,344,980 | 159,514 | 0.0% | 0.0% | 23 | -273,072 | -16.88% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,273,655 | 151,055 | 0.83% | 0.77% | 24 | +193,454 | 17.91% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,205,864 | 143,016 | 3.45% | 3.26% | 25 | +32,822 | 2.8% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 1,176,837 | 139,572 | 0.09% | 0.11% | 26 | -69,734 | -5.59% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,113,025 | 132,004 | 0.02% | 0.02% | 27 | +5,121 | 0.46% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,085,040 | 128,685 | 1.12% | 1.37% | 28 | -85,457 | -7.3% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,084,487 | 128,620 | 8.63% | 7.97% | 29 | +96,090 | 9.72% | Q1 2026 | Apr 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,049,997 | 124,529 | 2.16% | 2.04% | 30 | +83,363 | 8.62% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 963,830 | 114,310 | 0.13% | 0.13% | 31 | +24,436 | 2.6% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Reduced | 920,520 | 109,173 | 11.88% | 14.99% | 32 | -437,743 | -32.23% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 899,314 | 106,422 | 0.11% | 0.1% | 33 | +96,515 | 12.02% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 747,310 | 88,630 | 1.92% | 2.0% | 34 | -1,591 | -0.21% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 719,834 | 85,372 | 6.3% | 3.95% | 35 | +272,675 | 60.98% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 675,348 | 80,096 | 0.05% | 0.05% | 36 | -32,878 | -4.64% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 643,404 | 76,307 | 0.04% | 0.04% | 37 | -786 | -0.12% | Q1 2026 | May 08, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 639,390 | 75,831 | 11.02% | 10.15% | 38 | +24,547 | 3.99% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 615,718 | 73,024 | 6.29% | 6.14% | 39 | +17,994 | 3.01% | Q1 2026 | Apr 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 529,872 | 62,514 | 0.44% | 0.4% | 40 | +49,286 | 10.26% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 489,387 | 58,062 | 0.08% | 0.05% | 41 | +193,103 | 65.17% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 487,319 | 57,796 | 1.05% | 1.02% | 42 | +18,689 | 3.99% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 478,423 | 56,740 | 0.04% | 0.03% | 43 | +14,406 | 3.1% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 475,868 | 56,437 | 0.81% | 1.11% | 44 | -86,668 | -15.41% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 455,053 | 53,969 | 0.4% | 0.45% | 45 | -11,111 | -2.38% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 451,719 | 53,573 | 0.01% | 0.0% | 46 | +241,255 | 114.63% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 447,982 | 53,130 | 0.01% | 0.01% | 47 | +34,954 | 8.46% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Added to | 412,543 | 48,927 | 0.87% | 0.83% | 48 | +12,843 | 3.21% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 410,840 | 48,725 | 1.01% | 1.05% | 49 | -3,008 | -0.73% | Q1 2026 | Apr 27, 2026 |
| University of Illinois Foundation | History | New | 410,500 | 48,685 | 9.99% | — | 50 | +410,500 | New | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 407,193 | 48,293 | 0.18% | 0.17% | 51 | +10,552 | 2.66% | Q1 2026 | Apr 24, 2026 |
| AlphaQuest LLC | History | No change | 403,902 | 48,205 | 2.7% | 2.7% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 404,436 | 47,966 | 0.01% | 0.01% | 53 | +44,642 | 12.41% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 390,414 | 46,303 | 1.07% | 0.67% | 54 | +137,253 | 54.22% | Q1 2026 | May 13, 2026 |
| DDFG, Inc | History | Added to | 371,059 | 44,007 | 9.48% | 9.33% | 55 | +13,806 | 3.86% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 370,001 | 43,882 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 357,210 | 42,365 | 0.41% | 0.34% | 57 | +70,593 | 24.63% | Q1 2026 | May 08, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 349,025 | 41,394 | 4.22% | 5.5% | 58 | -81,810 | -18.99% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 341,421 | 40,493 | 0.4% | 0.43% | 59 | +12,951 | 3.94% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 337,503 | 40,027 | 2.33% | 2.24% | 60 | +33,070 | 10.86% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 324,192 | 38,449 | 0.01% | 0.0% | 61 | +287,392 | 780.96% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 319,437 | 37,885 | 0.19% | 0.19% | 62 | +34,564 | 12.13% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 315,584 | 37,428 | 3.67% | 3.56% | 63 | -12,068 | -3.68% | Q1 2026 | May 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 299,887 | 35,566 | 0.01% | 0.01% | 64 | +15,876 | 5.59% | Q1 2026 | May 15, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 290,122 | 35,397 | 4.76% | 4.28% | 65 | +6,318 | 2.23% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 288,900 | 34,263 | 0.04% | 0.03% | 66 | +44,100 | 18.01% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 279,159 | 33,108 | 3.81% | 3.58% | 67 | +7,995 | 2.95% | Q1 2026 | Apr 24, 2026 |
| Banco Santander, S.A. | History | Added to | 272,569 | 32,326 | 0.26% | 0.24% | 68 | +576 | 0.21% | Q1 2026 | May 08, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 272,300 | 32,294 | 5.69% | 5.52% | 69 | +19,655 | 7.78% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 261,176 | 30,975 | 0.04% | 0.04% | 70 | -16,625 | -5.98% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 258,197 | 30,622 | 0.08% | 0.07% | 71 | +45,123 | 21.18% | Q1 2026 | Apr 30, 2026 |
| Permanens Capital L.P. | History | Added to | 257,944 | 30,592 | 3.94% | 0.26% | 72 | +241,436 | 1462.54% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 241,901 | 28,689 | 1.99% | 1.89% | 73 | +11,224 | 4.87% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Added to | 237,478 | 28,164 | 2.13% | 2.11% | 74 | +16,545 | 7.49% | Q1 2026 | Apr 28, 2026 |
| Weaver Capital Management LLC | History | New | 231,359 | 27,439 | 5.95% | — | 75 | +231,359 | New | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 227,262 | 26,953 | 0.41% | 0.26% | 76 | +80,172 | 54.51% | Q1 2026 | May 01, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 226,745 | 26,891 | 0.77% | 0.67% | 77 | +33,462 | 17.31% | Q1 2026 | May 12, 2026 |
| Hoese & Co LLP | History | Added to | 225,998 | 26,803 | 19.89% | 18.84% | 78 | +4,514 | 2.04% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 222,267 | 26,360 | 0.22% | 0.15% | 79 | +48,003 | 27.55% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 211,176 | 25,045 | 0.03% | 0.03% | 80 | +4,173 | 2.02% | Q1 2026 | May 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 210,715 | 24,990 | 10.19% | 12.29% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 196,711 | 23,329 | 3.46% | 3.36% | 82 | +12,401 | 6.73% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 196,652 | 23,322 | 1.94% | 1.88% | 83 | +6,497 | 3.42% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 192,693 | 22,853 | 0.12% | 0.13% | 84 | +6,145 | 3.29% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | No change | 189,900 | 22,522 | 0.55% | 0.62% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mirabaud & Cie SA | History | Added to | 188,618 | 22,370 | 9.1% | 7.1% | 86 | +4,173 | 2.26% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 186,581 | 22,128 | 4.24% | 4.16% | 87 | +4,032 | 2.21% | Q1 2026 | May 01, 2026 |
| CVS HEALTH Corp | History | New | 182,800 | 21,680 | 10.21% | — | 88 | +182,800 | New | Q1 2026 | May 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 180,491 | 21,406 | 1.44% | 1.4% | 89 | +9,581 | 5.61% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 178,684 | 21,191 | 0.03% | 0.03% | 90 | +16,200 | 9.97% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 173,121 | 20,421 | 0.01% | 0.01% | 91 | +80,526 | 86.97% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 169,333 | 20,082 | 4.61% | 5.07% | 92 | -894 | -0.53% | Q1 2026 | May 05, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 163,298 | 19,367 | 5.81% | 5.23% | 93 | +3,786 | 2.37% | Q1 2026 | Apr 15, 2026 |
| Haverford Trust Co | History | Added to | 162,535 | 19,276 | 0.18% | 0.16% | 94 | +9,672 | 6.33% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 180,904 | 18,191 | 0.04% | 0.04% | 95 | -89,880 | -33.19% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 148,034 | 17,556 | 0.85% | 0.29% | 96 | +97,517 | 193.04% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 145,646 | 17,273 | 0.02% | 0.01% | 97 | +5,438 | 3.88% | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 145,178 | 17,218 | 2.33% | 2.35% | 98 | +6,638 | 4.79% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 144,242 | 17,106 | 0.02% | 0.02% | 99 | -6,304 | -4.19% | Q1 2026 | May 05, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 143,566 | 17,026 | 1.78% | 1.66% | 100 | -3,758 | -2.55% | Q1 2026 | Apr 27, 2026 |
| Vectors Research Management, LLC | History | Reduced | 140,465 | 16,659 | 4.87% | 5.84% | 101 | -19,746 | -12.32% | Q1 2026 | May 05, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 137,565 | 16,315 | 4.29% | 4.14% | 102 | +3,143 | 2.34% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 137,157 | 16,266 | 6.76% | 6.71% | 103 | +2,475 | 1.84% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 132,084 | 15,665 | 0.01% | 0.01% | 104 | +6,605 | 5.26% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 129,560 | 15,365 | 0.21% | 0.18% | 105 | +14,828 | 12.92% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 128,375 | 15,225 | 0.03% | 0.03% | 106 | -14 | -0.01% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 128,350 | 15,222 | 0.17% | 0.18% | 107 | -7,015 | -5.18% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 127,196 | 15,085 | 0.55% | 2.66% | 108 | -467,148 | -78.6% | Q1 2026 | May 07, 2026 |
| Gould Capital, LLC | History | Added to | 126,530 | 15,006 | 9.08% | 7.8% | 109 | +20,417 | 19.24% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 125,466 | 14,880 | 0.23% | 0.22% | 110 | -181 | -0.14% | Q1 2026 | Apr 01, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 125,352 | 14,866 | 0.83% | 0.96% | 111 | -17,704 | -12.38% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 121,560 | 14,348 | 0.26% | — | 112 | +121,560 | New | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 120,560 | 14,298 | 0.07% | 0.08% | 113 | -4,245 | -3.4% | Q1 2026 | May 15, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 120,458 | 14,286 | 9.12% | 9.0% | 114 | -9,255 | -7.13% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 119,328 | 14,152 | 0.09% | 0.06% | 115 | +43,632 | 57.64% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 118,871 | 14,098 | 0.01% | 0.0% | 116 | +69,911 | 142.79% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 117,929 | 13,986 | 0.04% | 0.05% | 117 | -31,496 | -21.08% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 117,171 | 13,896 | 0.17% | 0.25% | 118 | -47,501 | -28.85% | Q1 2026 | May 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 115,800 | 13,782 | 0.95% | 1.26% | 119 | -28,334 | -19.66% | Q1 2026 | Apr 29, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 116,049 | 13,763 | 3.8% | 3.24% | 120 | +6,122 | 5.57% | Q1 2026 | Apr 28, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 114,547 | 13,585 | 3.18% | 2.66% | 121 | +17,972 | 18.61% | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 111,559 | 13,230 | 1.36% | 0.81% | 122 | +44,777 | 67.05% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 111,002 | 13,164 | 0.46% | 0.37% | 123 | +20,016 | 22.0% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 110,902 | 13,153 | 0.81% | 0.82% | 124 | +696 | 0.63% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 110,420 | 13,095 | 0.04% | 0.05% | 125 | -45,897 | -29.36% | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 109,940 | 13,038 | 3.64% | 3.72% | 126 | -851 | -0.77% | Q1 2026 | Apr 08, 2026 |
| Walleye Trading LLC | History | Reduced | 108,677 | 12,889 | 0.02% | 0.02% | 127 | -2,859 | -2.56% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 108,266 | 12,840 | 0.36% | 1.21% | 128 | -252,718 | -70.01% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,867 | 12,625 | 0.12% | 0.12% | 129 | +12,921 | 13.75% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 105,882 | 12,553 | 0.08% | 0.07% | 130 | +1,511 | 1.45% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 105,454 | 12,506 | 0.51% | 0.58% | 131 | -11,128 | -9.55% | Q1 2026 | May 12, 2026 |
| Eley Financial Management, Inc | History | Reduced | 102,356 | 12,139 | 4.38% | 4.39% | 132 | -154 | -0.15% | Q1 2026 | May 19, 2026 |
| Rinkey Investments | History | Added to | 101,966 | 12,093 | 3.09% | 3.08% | 133 | +253 | 0.25% | Q1 2026 | May 11, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 100,612 | 11,932 | 6.21% | 5.96% | 134 | -4,237 | -4.04% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 100,256 | 11,890 | 0.09% | 0.09% | 135 | -4,851 | -4.62% | Q1 2026 | May 14, 2026 |
| Sollinda Capital Management LLC | History | Added to | 99,493 | 11,799 | 2.87% | 2.5% | 136 | +17,525 | 21.38% | Q1 2026 | Apr 30, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 82,000 | 11,734 | 49.76% | 4.06% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 98,806 | 11,718 | 0.13% | 0.09% | 138 | +29,001 | 41.55% | Q1 2026 | Apr 20, 2026 |
| Boltwood Capital Management | History | Reduced | 98,073 | 11,631 | 2.97% | 3.05% | 139 | -210 | -0.21% | Q1 2026 | Apr 07, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 97,210 | 11,529 | 0.87% | 2.13% | 140 | -139,653 | -58.96% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 96,832 | 11,484 | 4.39% | 4.05% | 141 | +10,860 | 12.63% | Q1 2026 | Apr 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 96,821 | 11,482 | 1.15% | 1.02% | 142 | +10,529 | 12.2% | Q1 2026 | Apr 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 96,737 | 11,421 | 2.59% | 2.32% | 143 | -34,802 | -26.46% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 94,909 | 11,256 | 0.05% | 0.04% | 144 | +20,936 | 28.3% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 94,670 | 11,227 | 0.11% | 0.0% | 145 | +92,863 | 5139.07% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 94,557 | 11,214 | 0.0% | 0.0% | 146 | +8,057 | 9.31% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 94,147 | 11,165 | 1.52% | 1.49% | 147 | +5,219 | 5.87% | Q1 2026 | Apr 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 93,201 | 11,053 | 2.54% | 2.38% | 148 | +9,502 | 11.35% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 93,105 | 11,042 | 0.64% | 0.16% | 149 | +69,454 | 293.66% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 92,800 | 11,006 | 0.16% | 0.21% | 150 | -25,310 | -21.43% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 92,792 | 11,005 | 0.35% | — | 151 | +92,792 | New | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 92,663 | 10,989 | 0.24% | 0.14% | 152 | +44,049 | 90.61% | Q1 2026 | May 04, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 91,782 | 10,885 | 1.94% | 1.31% | 153 | +25,212 | 37.87% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 89,000 | 10,555 | 0.0% | 0.0% | 154 | +59,900 | 205.84% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 88,670 | 10,516 | 0.04% | 0.05% | 155 | -29,649 | -25.06% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,822 | 10,297 | 0.0% | 0.0% | 156 | -154,282 | -63.99% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 84,560 | 10,092 | 0.61% | 0.61% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 84,937 | 10,073 | 0.17% | 0.17% | 158 | +4,809 | 6.0% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | Added to | 83,937 | 9,954 | 0.8% | 0.81% | 159 | +1,444 | 1.75% | Q1 2026 | Apr 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,764 | 9,697 | 0.12% | 0.12% | 160 | +1,995 | 2.5% | Q1 2026 | Apr 20, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 81,000 | 9,606 | 0.01% | 0.01% | 161 | -24,000 | -22.86% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 80,702 | 9,571 | 1.25% | 1.1% | 162 | +9,308 | 13.04% | Q1 2026 | Apr 23, 2026 |
| Columbia Bank | History | Reduced | 80,024 | 9,490 | 2.71% | 4.51% | 163 | -55,986 | -41.16% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 78,290 | 9,285 | 0.05% | 0.05% | 164 | +9,401 | 13.65% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 78,171 | 9,271 | 4.93% | 5.17% | 165 | -2,564 | -3.18% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,849 | 9,232 | 0.02% | 0.01% | 166 | +54,629 | 235.27% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 76,784 | 9,106 | 0.55% | 0.43% | 167 | +15,589 | 25.47% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 76,706 | 9,097 | 0.47% | 0.45% | 168 | +5,429 | 7.62% | Q1 2026 | Apr 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 76,419 | 9,063 | 5.07% | 4.6% | 169 | +2,575 | 3.49% | Q1 2026 | Apr 10, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 76,132 | 9,029 | 0.49% | 0.3% | 170 | +27,990 | 58.14% | Q1 2026 | Apr 13, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 74,906 | 8,883 | 6.57% | 11.98% | 171 | -61,151 | -44.95% | Q1 2026 | Apr 16, 2026 |
| WRAPMANAGER INC | History | Added to | 73,563 | 8,724 | 3.03% | 2.63% | 172 | +8,314 | 12.74% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 71,648 | 8,497 | 0.25% | 0.13% | 173 | +33,013 | 85.45% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 71,517 | 8,481 | 0.0% | 0.02% | 174 | +10,764 | 17.72% | Q1 2026 | May 04, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 71,338 | 8,460 | 4.2% | 3.9% | 175 | +6,092 | 9.34% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 70,318 | 8,339 | 0.62% | 0.65% | 176 | -3,078 | -4.19% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 70,122 | 8,316 | 0.41% | 0.43% | 177 | -3,026 | -4.14% | Q1 2026 | May 04, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 68,855 | 8,166 | 2.66% | 2.49% | 178 | +6,400 | 10.25% | Q1 2026 | May 08, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 67,436 | 7,997 | 0.57% | 0.52% | 179 | +8,792 | 14.99% | Q1 2026 | May 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 67,075 | 7,955 | 1.87% | 1.8% | 180 | +3,254 | 5.1% | Q1 2026 | May 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 65,399 | 7,760 | 2.15% | 2.06% | 181 | +2,401 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial, LLC | History | Added to | 64,980 | 7,706 | 6.92% | 6.47% | 182 | +10,590 | 19.47% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 64,619 | 7,663 | 0.02% | 0.03% | 183 | -27,701 | -30.01% | Q1 2026 | May 14, 2026 |
| Altman Advisors, Inc. | History | New | 63,586 | 7,541 | 3.13% | — | 184 | +63,586 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,154 | 7,490 | 0.01% | 0.01% | 185 | +39,555 | 167.61% | Q1 2026 | May 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 63,006 | 7,472 | 0.6% | 0.47% | 186 | +12,238 | 24.11% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 62,958 | 7,466 | 0.23% | 0.23% | 187 | +188 | 0.3% | Q1 2026 | May 15, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 62,079 | 7,362 | 5.01% | — | 188 | +62,079 | New | Q1 2026 | May 05, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 62,074 | 7,361 | 1.54% | 1.77% | 189 | -1,957 | -3.06% | Q1 2026 | May 06, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 62,024 | 7,356 | 3.94% | 3.03% | 190 | +14,656 | 30.94% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 61,758 | 7,324 | 0.04% | 0.04% | 191 | -1,321 | -2.09% | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 61,160 | 7,253 | 0.81% | 0.8% | 192 | -415 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 61,077 | 7,243 | 0.37% | 0.37% | 193 | -342 | -0.56% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 61,023 | 7,237 | 0.04% | 0.04% | 194 | +6,418 | 11.75% | Q1 2026 | May 05, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 60,421 | 7,165 | 0.97% | 0.92% | 195 | +4,460 | 7.97% | Q1 2026 | May 04, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 59,589 | 7,067 | 3.51% | 4.35% | 196 | -19,615 | -24.77% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 59,473 | 7,053 | 1.62% | 1.52% | 197 | +7,088 | 13.53% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 58,168 | 6,898 | 0.62% | 0.14% | 198 | +37,718 | 184.44% | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 57,794 | 6,854 | 3.9% | 3.69% | 199 | +3,782 | 7.0% | Q1 2026 | May 05, 2026 |
| Great Diamond Partners, LLC | History | Added to | 57,761 | 6,850 | 1.32% | 1.16% | 200 | +7,279 | 14.42% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 55,545 | 6,629 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 55,270 | 6,555 | 0.11% | 0.11% | 202 | +914 | 1.68% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,315 | 6,434 | 0.01% | 0.01% | 203 | -433,049 | -88.86% | Q1 2026 | May 15, 2026 |
| MFA Wealth Services | History | Added to | 52,591 | 6,237 | 4.13% | 4.13% | 204 | +1,414 | 2.76% | Q1 2026 | Apr 21, 2026 |
| GenTrust, LLC | History | New | 52,086 | 6,177 | 0.26% | — | 205 | +52,086 | New | Q1 2026 | Apr 27, 2026 |
| Transmarket Holdings LP | History | Added to | 51,067 | 6,056 | 3.23% | 0.64% | 206 | +43,763 | 599.16% | Q1 2026 | May 13, 2026 |
| InTrack Investment Management Inc | History | Added to | 50,467 | 5,985 | 3.41% | 2.9% | 207 | +6,952 | 15.98% | Q1 2026 | Apr 06, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 50,215 | 5,955 | 2.14% | 2.45% | 208 | -6,384 | -11.28% | Q1 2026 | Apr 14, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 49,973 | 5,926 | 0.95% | 0.8% | 209 | +5,671 | 12.8% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 49,719 | 5,896 | 0.34% | 0.35% | 210 | -200 | -0.4% | Q1 2026 | Apr 29, 2026 |
| CFO4Life Group, LLC | History | Reduced | 48,680 | 5,773 | 0.88% | 0.86% | 211 | -2,009 | -3.96% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 48,530 | 5,755 | 0.25% | 0.27% | 212 | -1,957 | -3.88% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 48,087 | 5,703 | 0.3% | 0.3% | 213 | -205 | -0.42% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 47,889 | 5,679 | 0.82% | — | 214 | +47,889 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 47,485 | 5,627 | 0.86% | 0.94% | 215 | -2,483 | -4.97% | Q1 2026 | Apr 16, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 46,362 | 5,498 | 0.21% | 0.06% | 216 | +33,565 | 262.29% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,229 | 5,482 | 0.03% | 0.03% | 217 | +6,646 | 16.79% | Q1 2026 | May 08, 2026 |
| Values First Advisors, Inc. | History | Added to | 46,200 | 5,479 | 2.85% | 2.79% | 218 | +1,068 | 2.37% | Q1 2026 | Apr 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 46,197 | 5,478 | 3.37% | 3.46% | 219 | -64 | -0.14% | Q1 2026 | Apr 22, 2026 |
| Blue Fin Capital, Inc. | History | No change | 45,305 | 5,407 | 0.84% | 0.84% | 220 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 45,170 | 5,391 | 6.84% | — | 221 | +45,170 | New | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 45,426 | 5,387 | 0.06% | 0.06% | 222 | -1,548 | -3.3% | Q1 2026 | May 05, 2026 |
| SEMITAM BONAM LLC | History | Added to | 45,303 | 5,372 | 4.39% | 4.12% | 223 | +3,829 | 9.23% | Q1 2026 | Apr 21, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 44,654 | 5,295 | 0.11% | 0.09% | 224 | +828 | 1.89% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,439 | 5,270 | 0.17% | 0.16% | 225 | +1,557 | 3.63% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,125 | 5,233 | 0.1% | 0.1% | 226 | +827 | 1.91% | Q1 2026 | May 11, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 44,079 | 5,227 | 2.55% | 3.21% | 227 | -10,879 | -19.8% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 44,061 | 5,225 | 3.82% | 3.75% | 228 | +1,134 | 2.64% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 43,720 | 5,185 | 0.0% | 0.0% | 229 | +1,649 | 3.92% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 43,618 | 5,173 | 1.87% | 1.86% | 230 | -693 | -1.56% | Q1 2026 | May 04, 2026 |
| Mount Lucas Management LP | History | Added to | 43,217 | 5,125 | 1.89% | 0.79% | 231 | +26,614 | 160.3% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,861 | 5,115 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,039 | 5,104 | 0.07% | 0.06% | 233 | +1,685 | 4.07% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 42,887 | 5,086 | 0.67% | 0.76% | 234 | -6,000 | -12.27% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,774 | 5,072 | 0.02% | 0.02% | 235 | -5,303 | -11.03% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 42,345 | 5,022 | 0.14% | 0.17% | 236 | -12,896 | -23.34% | Q1 2026 | Apr 28, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 42,308 | 5,017 | 3.07% | 4.07% | 237 | -11,884 | -21.93% | Q1 2026 | Apr 21, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 41,421 | 4,912 | 1.08% | 0.75% | 238 | +11,672 | 39.23% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 41,240 | 4,891 | 0.04% | 0.07% | 239 | -3,047 | -6.88% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 40,974 | 4,859 | 0.06% | 0.01% | 240 | +31,732 | 343.35% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 39,564 | 4,692 | 0.01% | 0.01% | 241 | +24,456 | 161.87% | Q1 2026 | May 15, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 39,109 | 4,638 | 1.94% | 1.73% | 242 | +4,521 | 13.07% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Reduced | 39,048 | 4,631 | 1.16% | 1.21% | 243 | -1,855 | -4.54% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 38,636 | 4,582 | 0.11% | 0.09% | 244 | +6,642 | 20.76% | Q1 2026 | May 15, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 38,501 | 4,566 | 3.18% | 3.18% | 245 | +600 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Storen Legacy Partners, LLC | History | New | 38,463 | 4,561 | 1.43% | — | 246 | +38,463 | New | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,376 | 4,551 | 0.03% | 0.04% | 247 | -6,081 | -13.68% | Q1 2026 | Apr 14, 2026 |
| Tidal Investments LLC | History | New | 37,802 | 4,483 | 0.01% | — | 248 | +37,802 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 37,782 | 4,480 | 0.31% | 0.29% | 249 | +2,075 | 5.81% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 37,520 | 4,449 | 0.14% | 0.2% | 250 | -57,877 | -60.67% | Q1 2026 | Apr 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 37,415 | 4,437 | 1.9% | 1.92% | 251 | -298 | -0.79% | Q1 2026 | Apr 20, 2026 |
| Madison Asset Management, LLC | History | Added to | 37,408 | 4,436 | 0.06% | 0.05% | 252 | +257 | 0.69% | Q1 2026 | May 07, 2026 |
| Center For Asset Management LLC | History | Added to | 36,072 | 4,278 | 2.12% | 1.99% | 253 | +4,141 | 12.97% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 35,556 | 4,216 | 0.1% | 0.11% | 254 | -1,326 | -3.6% | Q1 2026 | May 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 34,898 | 4,138 | 1.81% | 1.82% | 255 | -604 | -1.7% | Q1 2026 | Apr 28, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 33,965 | 4,028 | 0.56% | 0.61% | 256 | -2,449 | -6.73% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 33,938 | 4,025 | 0.08% | 0.07% | 257 | +8,047 | 31.08% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 33,809 | 4,009 | 0.25% | 0.19% | 258 | +1,507 | 4.67% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 33,755 | 4,003 | 0.43% | 0.45% | 259 | -1,405 | -4.0% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 33,712 | 3,998 | 0.12% | 0.12% | 260 | -1,345 | -3.84% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Added to | 33,025 | 3,916 | 0.08% | 0.06% | 261 | +7,144 | 27.6% | Q1 2026 | May 15, 2026 |
| Newport Capital Group, LLC | History | Reduced | 32,477 | 3,851 | 2.35% | 2.45% | 262 | -1,055 | -3.15% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 32,433 | 3,846 | 0.17% | 0.17% | 263 | +172 | 0.53% | Q1 2026 | Apr 09, 2026 |
| IF Advisors, LLC | History | Added to | 32,025 | 3,798 | 2.68% | 2.92% | 264 | +1,942 | 6.46% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 31,979 | 3,792 | 0.05% | 0.07% | 265 | -10,733 | -25.13% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Added to | 31,419 | 3,726 | 0.47% | 0.43% | 266 | +1,678 | 5.64% | Q1 2026 | Apr 24, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 31,379 | 3,721 | 2.43% | 1.11% | 268 | +16,430 | 109.91% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 31,379 | 3,721 | 2.02% | 2.07% | 267 | -43 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Private Advisory Group LLC | History | New | 30,843 | 3,658 | 0.24% | — | 269 | +30,843 | New | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 29,872 | 3,542 | 0.9% | 0.94% | 270 | +756 | 2.6% | Q1 2026 | Apr 29, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 29,165 | 3,459 | 2.99% | 2.93% | 271 | +8 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 28,738 | 3,408 | 0.13% | 0.03% | 272 | +26,456 | 1159.33% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 28,205 | 3,344 | 0.0% | 0.01% | 273 | -52,626 | -65.11% | Q1 2026 | May 14, 2026 |
| ETF Store, Inc. | History | Added to | 27,841 | 3,301 | 3.21% | 3.28% | 274 | +891 | 3.31% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 27,697 | 3,284 | 2.88% | 3.04% | 275 | -2,736 | -8.99% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 27,492 | 3,260 | 0.37% | 0.16% | 276 | +15,525 | 129.73% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 27,478 | 3,259 | 0.79% | 0.84% | 277 | +863 | 3.24% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 27,380 | 3,247 | 0.09% | 0.1% | 278 | +563 | 2.1% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 27,358 | 3,245 | 1.11% | 0.76% | 279 | +9,051 | 49.44% | Q1 2026 | Apr 08, 2026 |
| ENTREWEALTH, LLC | History | Added to | 27,152 | 3,220 | 1.44% | 1.43% | 280 | +519 | 1.95% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 27,115 | 3,207 | 0.1% | 0.08% | 281 | -3,239 | -10.67% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 27,020 | 3,205 | 0.0% | — | 282 | +27,020 | New | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 26,997 | 3,201 | 0.01% | 0.0% | 283 | +12,695 | 88.76% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,952 | 3,196 | 0.17% | 0.17% | 284 | +1,177 | 4.57% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,923 | 3,193 | 0.05% | 0.06% | 285 | +2,315 | 9.41% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 26,768 | 3,174 | 0.41% | 0.29% | 286 | +7,897 | 41.85% | Q1 2026 | May 01, 2026 |
| Blue Capital, Inc. | History | New | 26,619 | 3,157 | 2.06% | — | 287 | +26,619 | New | Q1 2026 | Apr 24, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 26,320 | 3,121 | 1.59% | 2.13% | 288 | -112 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 26,199 | 3,107 | 1.02% | 0.84% | 289 | -47 | -0.18% | Q1 2026 | Apr 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 25,872 | 3,068 | 1.79% | 1.7% | 290 | +1,342 | 5.47% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,226 | 2,991 | 0.01% | 0.0% | 291 | +8,004 | 46.48% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 25,015 | 2,966 | 0.38% | 0.18% | 292 | +12,989 | 108.01% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,896 | 2,952 | 0.02% | 0.09% | 293 | -39,983 | -61.63% | Q1 2026 | May 15, 2026 |
| Markin Asset Management, LP | History | Reduced | 24,677 | 2,926 | 3.21% | 3.65% | 294 | -3,115 | -11.21% | Q1 2026 | May 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 24,614 | 2,919 | 1.29% | 1.08% | 295 | +4,877 | 24.71% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 24,567 | 2,913 | 0.49% | 0.54% | 296 | -2,238 | -8.35% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Added to | 24,490 | 2,904 | 0.23% | 0.24% | 297 | +125 | 0.51% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,203 | 2,870 | 0.13% | 0.12% | 298 | +1,074 | 4.64% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 23,928 | 2,833 | 0.04% | 0.03% | 299 | +1,301 | 5.75% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,758 | 2,817 | 0.04% | 0.03% | 300 | +1,610 | 7.27% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,506 | 2,787 | 0.0% | 0.0% | 301 | +1,420 | 6.43% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 23,170 | 2,747 | 0.25% | 0.19% | 302 | +4,310 | 22.85% | Q1 2026 | Apr 30, 2026 |
| Trajan Wealth LLC | History | Added to | 23,156 | 2,746 | 0.11% | 0.11% | 303 | +250 | 1.09% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 22,923 | 2,718 | 0.22% | 0.28% | 304 | -7,882 | -25.59% | Q1 2026 | Apr 10, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 22,751 | 2,700 | 0.2% | 0.16% | 305 | +1,335 | 6.23% | Q1 2026 | May 20, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 22,732 | 2,696 | 0.11% | 0.11% | 306 | +329 | 1.47% | Q1 2026 | Apr 13, 2026 |
| Beacon Bank & Trust | History | Reduced | 22,697 | 2,691 | 0.55% | 0.97% | 307 | -17,214 | -43.13% | Q1 2026 | Apr 28, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 22,621 | 2,682 | 1.03% | 1.24% | 308 | -3,416 | -13.12% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 22,422 | 2,659 | 0.01% | 0.01% | 309 | -5,094 | -18.51% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 22,363 | 2,652 | 0.31% | 0.06% | 310 | +18,905 | 546.7% | Q1 2026 | May 15, 2026 |
| Oak Grove Capital LLC | History | Reduced | 22,300 | 2,644 | 0.22% | 0.34% | 311 | -1,500 | -6.3% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,051 | 2,628 | 0.02% | 0.01% | 312 | +6,345 | 40.4% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 21,996 | 2,608 | 0.63% | 0.64% | 313 | +802 | 3.78% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 21,894 | 2,596 | 0.05% | 0.05% | 314 | -689 | -3.05% | Q1 2026 | Apr 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 21,758 | 2,580 | 0.39% | 0.36% | 315 | +1,940 | 9.79% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS | History | Added to | 21,565 | 2,557 | 0.08% | 0.07% | 316 | +2,301 | 11.94% | Q1 2026 | May 12, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 21,420 | 2,540 | 1.41% | 1.43% | 317 | -720 | -3.25% | Q1 2026 | May 05, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 21,298 | 2,525 | 0.35% | 4.39% | 318 | -232,088 | -91.59% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 21,006 | 2,491 | 0.01% | — | 319 | +21,006 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 20,972 | 2,487 | 0.04% | 0.03% | 320 | +2,930 | 16.24% | Q1 2026 | Apr 27, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 20,964 | 2,486 | 1.01% | 1.02% | 321 | +254 | 1.23% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 20,590 | 2,442 | 0.0% | 0.0% | 322 | +1,485 | 7.77% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20,341 | 2,412 | 0.18% | 0.18% | 323 | -674 | -3.21% | Q1 2026 | May 05, 2026 |
| Veridan Wealth LLC | History | Added to | 20,333 | 2,411 | 0.89% | 0.78% | 324 | +906 | 4.66% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 20,314 | 2,409 | 0.29% | 0.23% | 325 | +5,101 | 33.53% | Q1 2026 | Apr 20, 2026 |
| Aerodigm Wealth, LLC | History | No change | 20,081 | 2,381 | 0.9% | 0.92% | 326 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Endowment Management, LP | History | No change | 20,000 | 2,372 | 0.26% | 0.3% | 327 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 19,992 | 2,371 | 0.05% | 0.05% | 328 | -649 | -3.14% | Q1 2026 | Apr 15, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 19,495 | 2,312 | 1.32% | 0.96% | 330 | +3,821 | 24.38% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,496 | 2,312 | 0.13% | 0.13% | 329 | +558 | 2.95% | Q1 2026 | May 13, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 19,409 | 2,301 | 1.18% | 0.94% | 331 | +3,621 | 22.94% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 19,384 | 2,299 | 0.16% | 0.17% | 332 | +2,482 | 14.68% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 19,260 | 2,284 | 0.04% | 0.01% | 333 | +13,576 | 238.85% | Q1 2026 | Apr 22, 2026 |
| PW Nova Financial Services LLC | History | Added to | 19,253 | 2,283 | 0.57% | 0.73% | 334 | +3,202 | 19.95% | Q1 2026 | Apr 15, 2026 |
| CONNING INC. | History | No change | 19,236 | 2,281 | 0.08% | 0.08% | 335 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 18,225 | 2,161 | 0.11% | 0.12% | 336 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,160 | 2,153 | 0.01% | 0.01% | 337 | +1,499 | 9.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 18,076 | 2,143 | 0.21% | 0.0% | 338 | +17,945 | 13698.47% | Q1 2026 | Apr 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 18,033 | 2,138 | 0.12% | 0.1% | 339 | +2,594 | 16.8% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 18,028 | 2,138 | 0.02% | 0.03% | 340 | +38 | 0.21% | Q1 2026 | Apr 23, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 17,998 | 2,134 | 0.17% | 0.2% | 341 | -2,068 | -10.31% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 17,648 | 2,093 | 0.01% | 0.01% | 342 | -1,017 | -5.45% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 17,475 | 2,072 | 0.01% | 0.01% | 343 | -926 | -5.03% | Q1 2026 | May 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 17,392 | 2,058 | 1.4% | — | 344 | +17,392 | New | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,267 | 2,047 | 0.05% | 0.05% | 345 | -638 | -3.56% | Q1 2026 | Apr 29, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 17,192 | 2,038 | 0.4% | 0.42% | 346 | +697 | 4.23% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 17,121 | 2,030 | 0.25% | 0.22% | 347 | +1,662 | 10.75% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 17,109 | 2,029 | 0.15% | 0.25% | 348 | +4,038 | 30.89% | Q1 2026 | Apr 28, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 17,030 | 2,019 | 1.6% | 1.59% | 349 | +1,546 | 9.98% | Q1 2026 | May 07, 2026 |
| Twele Capital Management, Inc. | History | Added to | 16,776 | 1,989 | 0.35% | 0.36% | 350 | +37 | 0.22% | Q1 2026 | Apr 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 16,770 | 1,988 | 0.08% | — | 351 | +16,770 | New | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 16,744 | 1,985 | 1.49% | — | 352 | +16,744 | New | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 16,674 | 1,977 | 0.11% | 0.13% | 353 | -2,091 | -11.14% | Q1 2026 | Apr 30, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 16,295 | 1,932 | 1.76% | 1.89% | 354 | -359 | -2.16% | Q1 2026 | Apr 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 16,001 | 1,897 | 0.17% | 0.17% | 355 | -1,096 | -6.41% | Q1 2026 | Apr 24, 2026 |
| BayBridge Capital Group, LLC | History | No change | 15,834 | 1,889 | 1.17% | 1.17% | 356 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,903 | 1,886 | 0.01% | 0.01% | 357 | +3,592 | 29.18% | Q1 2026 | May 11, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,569 | 1,847 | 0.18% | 0.16% | 358 | +925 | 6.32% | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | Reduced | 15,165 | 1,798 | 0.06% | 0.06% | 359 | -177 | -1.15% | Q1 2026 | Apr 22, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 15,102 | 1,791 | 0.28% | 0.29% | 360 | -207 | -1.35% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,101 | 1,790 | 0.07% | 0.07% | 361 | -146 | -0.96% | Q1 2026 | Apr 20, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 15,084 | 1,788 | 0.38% | 0.38% | 362 | -1,104 | -6.82% | Q1 2026 | Apr 15, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 15,024 | 1,772 | 0.18% | 0.15% | 363 | +1,772 | 13.37% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,900 | 1,767 | 0.06% | 0.03% | 364 | +6,643 | 80.45% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Added to | 14,615 | 1,733 | 0.27% | 0.15% | 365 | +392 | 2.76% | Q1 2026 | May 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 14,589 | 1,730 | 1.18% | 1.23% | 366 | +30 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 14,391 | 1,706 | 0.01% | 0.01% | 367 | -1,154 | -7.42% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 14,320 | 1,698 | 0.0% | 0.0% | 368 | +6,455 | 82.07% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,101 | 1,672 | 0.24% | 0.19% | 369 | +3,556 | 33.72% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 13,954 | 1,654 | 0.01% | 0.01% | 370 | +990 | 7.64% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 13,900 | 1,648 | 0.09% | 0.11% | 371 | -2,519 | -15.34% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,824 | 1,639 | 0.02% | 0.02% | 372 | -361 | -2.54% | Q1 2026 | Apr 28, 2026 |
| E&G Advisors, LP | History | No change | 13,437 | 1,593 | 0.35% | 0.36% | 373 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Generation Capital Management LLC | History | Reduced | 13,386 | 1,587 | 1.16% | 1.06% | 374 | -253 | -1.85% | Q1 2026 | May 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 13,367 | 1,585 | 0.44% | 0.45% | 375 | -315 | -2.3% | Q1 2026 | May 08, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 13,342 | 1,582 | 0.43% | 0.34% | 376 | +3,019 | 29.25% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 13,316 | 1,579 | 0.36% | 0.35% | 377 | +273 | 2.09% | Q1 2026 | Apr 15, 2026 |
| Alliance Private Wealth, LLC | History | No change | 13,254 | 1,571 | 0.56% | 0.55% | 378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Entelevest, LLC | History | Added to | 13,049 | 1,547 | 1.55% | 1.31% | 379 | +2,105 | 19.23% | Q1 2026 | May 04, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 13,014 | 1,543 | 2.33% | 2.3% | 380 | -7 | -0.05% | Q1 2026 | Apr 30, 2026 |
| Verger Capital Management LLC | History | Reduced | 12,997 | 1,541 | 0.45% | 0.51% | 381 | -1,533 | -10.55% | Q1 2026 | May 13, 2026 |
| Israel Discount Bank of New York | History | Added to | 12,919 | 1,532 | 3.36% | 2.66% | 382 | +4,710 | 57.38% | Q1 2026 | Apr 06, 2026 |
| Greenspring Advisors, LLC | History | Added to | 12,735 | 1,510 | 0.09% | 0.09% | 383 | +260 | 2.08% | Q1 2026 | May 04, 2026 |
| Welch Group, LLC | History | Added to | 12,385 | 1,468 | 0.06% | 0.02% | 384 | +8,468 | 216.19% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 12,173 | 1,443 | 0.04% | 0.07% | 385 | -8,568 | -41.31% | Q1 2026 | May 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 12,102 | 1,435 | 0.11% | 0.12% | 386 | -1,120 | -8.47% | Q1 2026 | Apr 29, 2026 |
| WNY Asset Management, LLC | History | New | 12,008 | 1,424 | 0.15% | — | 387 | +12,008 | New | Q1 2026 | May 22, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 11,959 | 1,418 | 1.46% | 1.56% | 388 | -36 | -0.3% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,896 | 1,410 | 0.02% | 0.02% | 389 | -2,301 | -16.21% | Q1 2026 | May 12, 2026 |
| Nolet Wealth Management, LLC | History | No change | 11,862 | 1,406 | 0.8% | 0.79% | 390 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 11,829 | 1,402 | 0.08% | 0.08% | 391 | +8 | 0.07% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 11,800 | 1,397 | 0.04% | 0.04% | 392 | +1,606 | 15.75% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,650 | 1,381 | 0.04% | 0.05% | 393 | -226 | -1.9% | Q1 2026 | May 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 11,638 | 1,380 | 0.07% | 0.07% | 394 | -722 | -5.84% | Q1 2026 | May 04, 2026 |
| LightSquare Wealth Management, LLC | History | New | 11,483 | 1,361 | 1.02% | — | 395 | +11,483 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 11,414 | 1,353 | 0.0% | 0.0% | 396 | -2,244 | -16.43% | Q1 2026 | May 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 11,358 | 1,347 | 0.02% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 11,268 | 1,336 | 0.18% | 1.68% | 398 | -87,811 | -88.63% | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Added to | 11,217 | 1,330 | 0.07% | 0.05% | 399 | +2,301 | 25.81% | Q1 2026 | May 14, 2026 |
| HCR Wealth Advisors | History | Reduced | 11,145 | 1,321 | 0.14% | 0.14% | 400 | -584 | -4.98% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,014 | 1,306 | 0.03% | 0.06% | 401 | -12,382 | -52.92% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,009 | 1,305 | 0.02% | 0.02% | 402 | -663 | -5.68% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 10,950 | 1,298 | 0.08% | 0.1% | 403 | -3,737 | -25.44% | Q1 2026 | Apr 07, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 10,936 | 1,297 | 0.2% | 1.01% | 404 | -49,994 | -82.05% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 10,898 | 1,292 | 0.02% | 0.01% | 405 | +5,584 | 105.08% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,766 | 1,276 | 0.01% | 0.01% | 406 | -1,260 | -10.48% | Q1 2026 | Apr 15, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 10,720 | 1,271 | 0.42% | 0.42% | 407 | +14 | 0.13% | Q1 2026 | Apr 22, 2026 |
| PKS Advisory Services, LLC | History | Added to | 10,675 | 1,266 | 0.29% | 0.26% | 408 | +1,001 | 10.35% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,310 | 1,218 | 0.0% | 0.01% | 409 | +274 | 2.73% | Q1 2026 | May 12, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 10,169 | 1,206 | 1.29% | — | 410 | +10,169 | New | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10,034 | 1,190 | 0.03% | 0.05% | 411 | -7,238 | -41.91% | Q1 2026 | Apr 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 9,899 | 1,174 | 0.07% | 0.06% | 412 | +1,789 | 22.06% | Q1 2026 | Apr 20, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 9,892 | 1,173 | 1.05% | 1.03% | 413 | -152 | -1.51% | Q1 2026 | Apr 16, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 9,753 | 1,156 | 1.01% | 1.1% | 414 | -85 | -0.86% | Q1 2026 | Apr 28, 2026 |
| Martin Capital Partners, LLC | History | Added to | 9,690 | 1,149 | 0.43% | 0.43% | 415 | +55 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,632 | 1,142 | 0.06% | 0.06% | 416 | +568 | 6.27% | Q1 2026 | Apr 30, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 9,623 | 1,141 | 0.85% | 0.82% | 417 | -154 | -1.58% | Q1 2026 | Apr 24, 2026 |
| FLP Wealth Management, LLC | History | Added to | 9,615 | 1,140 | 2.35% | 2.57% | 418 | +519 | 5.71% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,557 | 1,132 | 0.06% | 0.03% | 419 | +4,288 | 81.38% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 9,501 | 1,126 | 0.01% | 0.01% | 420 | +3,953 | 71.25% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 9,485 | 1,124 | 0.02% | 0.01% | 421 | +2,281 | 31.66% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Reduced | 9,243 | 1,096 | 0.57% | 0.44% | 422 | -4,091 | -30.68% | Q1 2026 | Apr 20, 2026 |
| Core Wealth Partners LLC | History | Reduced | 9,208 | 1,092 | 0.51% | 0.52% | 423 | -512 | -5.27% | Q1 2026 | May 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 9,100 | 1,079 | 0.67% | — | 424 | +9,100 | New | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,066 | 1,075 | 0.04% | 0.05% | 425 | +6 | 0.07% | Q1 2026 | May 19, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,014 | 1,069 | 0.04% | 0.04% | 426 | +663 | 7.94% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,997 | 1,067 | 0.01% | 0.01% | 427 | -1,929 | -17.66% | Q1 2026 | Apr 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 8,998 | 1,067 | 0.94% | 0.96% | 428 | +38 | 0.42% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 8,866 | 1,051 | 0.17% | 0.17% | 429 | +113 | 1.29% | Q1 2026 | Apr 16, 2026 |
| CPR Investments Inc. | History | Added to | 8,843 | 1,048 | 0.7% | 0.59% | 430 | +1,428 | 19.26% | Q1 2026 | Apr 16, 2026 |
| AlTi Global, Inc. | History | Reduced | 8,788 | 1,042 | 0.02% | 0.03% | 431 | -4,621 | -34.46% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,763 | 1,039 | 0.04% | 0.04% | 432 | -211 | -2.35% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,620 | 1,022 | 0.03% | 0.04% | 433 | -913 | -9.58% | Q1 2026 | Apr 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 8,502 | 1,008 | 0.04% | — | 434 | +8,502 | New | Q1 2026 | May 13, 2026 |
| Emprise Bank | History | No change | 8,490 | 1,006 | 0.4% | 0.42% | 435 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hudson Portfolio Management LLC | History | No change | 8,331 | 988 | 0.83% | 0.86% | 436 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 8,303 | 985 | 0.28% | 0.33% | 437 | -25 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Summa Corp. | History | Reduced | 8,285 | 982 | 0.41% | 0.44% | 438 | -339 | -3.93% | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 8,256 | 979 | 0.15% | 0.18% | 439 | -15 | -0.18% | Q1 2026 | Apr 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 8,121 | 963 | 0.52% | 0.53% | 440 | +199 | 2.51% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 8,084 | 958 | 0.63% | 0.63% | 441 | +87 | 1.09% | Q1 2026 | Apr 09, 2026 |
| ORG Partners LLC | History | No change | 8,025 | 957 | 0.17% | 0.17% | 442 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 8,056 | 955 | 0.69% | 0.7% | 443 | -434 | -5.11% | Q1 2026 | Apr 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 8,028 | 952 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | New | 7,948 | 948 | 0.09% | — | 445 | +7,948 | New | Q1 2026 | May 08, 2026 |
| GenWealth Group, Inc. | History | Reduced | 7,971 | 945 | 0.16% | 0.16% | 446 | -21 | -0.26% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 7,938 | 937 | 0.01% | 0.01% | 447 | -2,304 | -22.5% | Q1 2026 | Apr 28, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 7,847 | 930 | 0.55% | 0.52% | 448 | +661 | 9.2% | Q1 2026 | Apr 16, 2026 |
| Edge Wealth Management LLC | History | Reduced | 7,800 | 925 | 0.16% | 0.86% | 449 | -33,047 | -80.9% | Q1 2026 | Apr 20, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 7,795 | 924 | 0.22% | 0.22% | 450 | +31 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Asempa Wealth Advisors | History | Added to | 7,808 | 922 | 0.8% | 0.8% | 451 | +45 | 0.58% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 7,751 | 919 | 0.05% | 0.05% | 452 | -107 | -1.36% | Q1 2026 | May 13, 2026 |
| Peak Asset Management, LLC | History | Added to | 7,697 | 912 | 0.16% | 0.13% | 453 | +1,203 | 18.52% | Q1 2026 | May 14, 2026 |
| Parker Financial LLC | History | Reduced | 7,647 | 906 | 0.36% | 0.39% | 454 | -457 | -5.64% | Q1 2026 | Apr 21, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 7,638 | 905 | 0.26% | — | 456 | +7,638 | New | Q1 2026 | May 05, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 7,632 | 905 | 0.18% | 0.19% | 455 | -350 | -4.38% | Q1 2026 | Apr 20, 2026 |
| F/m Investments LLC | History | No change | 7,610 | 902 | 0.06% | 0.03% | 457 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 7,591 | 900 | 0.16% | 0.17% | 458 | +45 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 7,500 | 889 | 0.59% | 0.62% | 459 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 7,464 | 885 | 0.35% | 0.31% | 460 | +832 | 12.55% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,410 | 878 | 0.02% | 0.02% | 461 | +490 | 7.08% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 7,392 | 876 | 0.01% | 0.02% | 462 | -804 | -9.81% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 7,381 | 875 | 0.0% | 0.0% | 463 | +300 | 4.24% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,370 | 874 | 0.03% | 0.03% | 464 | +6 | 0.08% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 7,345 | 871 | 0.01% | — | 466 | +7,345 | New | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 7,346 | 871 | 0.06% | 0.08% | 465 | -2,354 | -24.27% | Q1 2026 | May 12, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 7,336 | 869 | 0.46% | 0.33% | 467 | -29 | -0.39% | Q1 2026 | May 14, 2026 |
| Stelac Advisory Services LLC | History | New | 7,223 | 856 | 0.17% | — | 468 | +7,223 | New | Q1 2026 | May 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 7,202 | 854 | 0.3% | 0.33% | 469 | -439 | -5.75% | Q1 2026 | Apr 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 7,112 | 843 | 0.0% | 0.0% | 470 | +3,893 | 120.94% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 7,072 | 838 | 0.15% | 0.15% | 471 | +481 | 7.3% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Reduced | 7,020 | 835 | 0.01% | 0.02% | 472 | -207 | -2.86% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,881 | 816 | 0.01% | 0.02% | 473 | -173 | -2.45% | Q1 2026 | Apr 17, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 6,862 | 813 | 0.03% | 0.03% | 474 | -40 | -0.58% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,684 | 792 | 0.0% | 0.0% | 475 | +4,098 | 158.47% | Q1 2026 | May 12, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 6,683 | 792 | 0.11% | 0.14% | 476 | -1,925 | -22.36% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,591 | 781 | 0.07% | 0.07% | 477 | +66 | 1.01% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,568 | 778 | 0.01% | 0.01% | 478 | +60 | 0.92% | Q1 2026 | May 01, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 6,519 | 773 | 0.77% | 0.29% | 479 | +4,115 | 171.17% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 6,493 | 769 | 0.03% | — | 480 | +6,493 | New | Q1 2026 | Apr 21, 2026 |
| Columbus Macro, LLC | History | Reduced | 6,407 | 759 | 0.08% | 0.14% | 481 | -4,694 | -42.28% | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,362 | 754 | 0.17% | 0.1% | 482 | +2,830 | 80.12% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 6,238 | 739 | 0.01% | 0.01% | 483 | -108 | -1.7% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 6,212 | 736 | 0.01% | — | 485 | +6,212 | New | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,206 | 736 | 0.05% | 0.05% | 484 | +223 | 3.73% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,097 | 723 | 0.02% | 0.03% | 486 | -556 | -8.36% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,063 | 719 | 0.01% | — | 487 | +6,063 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,063 | 719 | 0.02% | — | 488 | +6,063 | New | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,036 | 715 | 0.01% | 0.01% | 489 | -320 | -5.03% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Reduced | 5,866 | 695 | 0.06% | 0.07% | 490 | -1,870 | -24.17% | Q1 2026 | Apr 01, 2026 |
| JDM Financial Group LLC | History | Reduced | 5,856 | 694 | 0.27% | 0.55% | 491 | -5,975 | -50.5% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,826 | 690 | 0.02% | 0.02% | 492 | -5 | -0.09% | Q1 2026 | Apr 07, 2026 |
| BSW Wealth Partners | History | Added to | 5,740 | 680 | 0.08% | 0.08% | 493 | +155 | 2.78% | Q1 2026 | Apr 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 5,736 | 680 | 0.16% | 0.15% | 494 | +108 | 1.92% | Q1 2026 | Apr 20, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | New | 5,622 | 666 | 0.06% | — | 495 | +5,622 | New | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Reduced | 5,543 | 657 | 0.04% | 0.05% | 496 | -451 | -7.52% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 5,538 | 654 | 0.13% | 0.1% | 497 | +2,702 | 95.28% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,487 | 650 | 0.0% | 0.0% | 498 | +450 | 8.93% | Q1 2026 | May 08, 2026 |
| J.M. Arbour, LLC | History | Added to | 5,419 | 642 | 0.62% | 0.47% | 499 | +1,476 | 37.43% | Q1 2026 | Apr 21, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 5,351 | 634 | 0.25% | 0.25% | 500 | -2,897 | -35.12% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | Added to | 5,340 | 633 | 0.07% | 0.07% | 501 | +377 | 7.6% | Q1 2026 | Apr 29, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 5,340 | 633 | 0.46% | 0.49% | 502 | -289 | -5.13% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | Added to | 5,328 | 631 | 0.02% | 0.0% | 505 | +5,033 | 1706.1% | Q1 2026 | Apr 21, 2026 |
| Kelly Financial Services LLC | History | Added to | 5,336 | 631 | 0.15% | 0.06% | 504 | +3,490 | 189.06% | Q1 2026 | Apr 13, 2026 |
| Argent Advisors, Inc. | History | No change | 5,322 | 631 | 0.17% | 0.18% | 503 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Noble Family Wealth, LLC | History | No change | 5,308 | 629 | 0.13% | 0.13% | 506 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,248 | 622 | 0.01% | 0.0% | 508 | +2,969 | 130.28% | Q1 2026 | Apr 13, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 5,246 | 622 | 0.55% | 0.58% | 507 | -860 | -14.08% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 5,135 | 608 | 0.31% | — | 509 | +5,135 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 5,071 | 601 | 0.1% | 0.11% | 510 | -349 | -6.44% | Q1 2026 | May 04, 2026 |
| Blue Edge Capital, LLC | History | No change | 4,921 | 587 | 0.08% | 0.08% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 4,941 | 586 | 0.07% | 0.12% | 512 | -4,130 | -45.53% | Q1 2026 | May 04, 2026 |
| Avestar Capital, LLC | History | New | 4,918 | 583 | 0.04% | — | 513 | +4,918 | New | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | New | 4,917 | 582 | 0.06% | — | 514 | +4,917 | New | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 4,882 | 579 | 0.06% | 0.08% | 516 | -2,352 | -32.51% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 4,858 | 579 | 0.03% | 0.03% | 515 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 4,814 | 570 | 0.02% | 0.01% | 517 | +1,867 | 63.35% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,786 | 567 | 0.01% | 0.01% | 518 | +1,295 | 37.1% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 4,718 | 559 | 0.01% | 0.01% | 519 | -188 | -3.83% | Q1 2026 | May 01, 2026 |
| True Vision MN LLC | History | No change | 4,623 | 548 | 0.28% | 0.28% | 520 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Net Worth Advisory Group | History | Added to | 4,605 | 546 | 0.11% | 0.11% | 521 | +83 | 1.84% | Q1 2026 | May 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 4,541 | 538 | 0.03% | 0.04% | 522 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RMR Wealth Builders | History | No change | 4,500 | 533 | 0.04% | 0.04% | 523 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Obermeyer Wealth Partners | History | Added to | 4,441 | 526 | 0.02% | 0.02% | 524 | +125 | 2.9% | Q1 2026 | Apr 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 4,391 | 520 | 0.35% | 0.4% | 525 | -591 | -11.86% | Q1 2026 | Apr 16, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 4,347 | 517 | 0.24% | 0.2% | 527 | +694 | 19.0% | Q1 2026 | Apr 23, 2026 |
| Faithward Advisors, LLC | History | Added to | 4,365 | 517 | 0.07% | 0.08% | 526 | +75 | 1.75% | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,360 | 517 | 0.04% | 0.04% | 528 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,320 | 512 | 0.01% | 0.01% | 530 | -184 | -4.09% | Q1 2026 | May 08, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,324 | 512 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,305 | 510 | 0.02% | 0.02% | 531 | +176 | 4.26% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,295 | 509 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Added to | 4,279 | 507 | 0.04% | 0.04% | 533 | +25 | 0.59% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,274 | 506 | 0.06% | 0.71% | 534 | -48,702 | -91.93% | Q1 2026 | Apr 15, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 4,237 | 502 | 0.1% | 0.1% | 535 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,205 | 498 | 0.01% | 0.01% | 536 | -6,838 | -61.92% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 4,188 | 496 | 0.1% | 0.11% | 537 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | New | 4,140 | 491 | 0.06% | — | 539 | +4,140 | New | Q1 2026 | Apr 21, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 4,147 | 491 | 0.18% | 0.25% | 538 | -1,567 | -27.42% | Q1 2026 | May 13, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 4,139 | 490 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,114 | 487 | 0.0% | 0.0% | 541 | +259 | 6.72% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,100 | 486 | 0.0% | 0.0% | 542 | -10 | -0.24% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,071 | 482 | 0.0% | 0.0% | 543 | -1,705 | -29.52% | Q1 2026 | May 14, 2026 |
| TritonPoint Partners, LLC | History | New | 4,049 | 480 | 0.18% | — | 544 | +4,049 | New | Q1 2026 | Apr 28, 2026 |
| Investment Management Trust, LLC | History | New | 3,954 | 468 | 0.46% | — | 545 | +3,954 | New | Q1 2026 | Apr 24, 2026 |
| Elevation Advisory Partners LLC | History | New | 3,918 | 466 | 0.43% | — | 546 | +3,918 | New | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 3,922 | 465 | 0.07% | 0.07% | 547 | -7 | -0.18% | Q1 2026 | Apr 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 3,914 | 464 | 0.12% | 0.12% | 548 | -74 | -1.86% | Q1 2026 | Apr 09, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 3,888 | 461 | 0.06% | 0.08% | 550 | -1,932 | -33.2% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,892 | 461 | 0.0% | 0.0% | 549 | -102 | -2.55% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,880 | 460 | 0.01% | 0.01% | 551 | -296 | -7.09% | Q1 2026 | May 18, 2026 |
| High Probability Advisors, LLC | History | No change | 3,878 | 459 | 0.06% | 0.06% | 552 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 3,846 | 456 | 0.06% | 0.06% | 553 | -1 | -0.03% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,852 | 456 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 3,811 | 451 | 0.0% | 0.0% | 555 | -1,919 | -33.49% | Q1 2026 | May 04, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 3,788 | 449 | 0.05% | 0.06% | 556 | -860 | -18.5% | Q1 2026 | Apr 08, 2026 |
| DARA CAPITAL US, INC. | History | No change | 3,785 | 448 | 0.42% | 0.4% | 557 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 3,767 | 446 | 0.18% | 0.19% | 558 | -129 | -3.31% | Q1 2026 | May 04, 2026 |
| NDWM LLC | History | Added to | 3,765 | 446 | 0.29% | 0.3% | 559 | +7 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Rede Wealth, LLC | History | Reduced | 3,746 | 444 | 0.16% | 0.22% | 560 | -1,567 | -29.49% | Q1 2026 | Apr 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 3,733 | 442 | 0.06% | 0.06% | 561 | +71 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Maxele Advisors, LLC | History | No change | 3,704 | 442 | 0.36% | 0.36% | 562 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Reduced | 3,710 | 440 | 0.02% | 0.03% | 563 | -1,252 | -25.23% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 3,713 | 440 | 0.05% | 0.05% | 564 | +171 | 4.83% | Q1 2026 | Apr 08, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 3,699 | 438 | 0.46% | — | 566 | +3,699 | New | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 3,694 | 438 | 0.01% | 0.01% | 565 | -443 | -10.71% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,665 | 434 | 0.02% | 0.02% | 567 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Phoenix Financial Ltd. | History | No change | 3,649 | 432 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 3,584 | 424 | 0.02% | 0.02% | 569 | +29 | 0.82% | Q1 2026 | Apr 17, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,579 | 424 | 0.2% | 0.19% | 570 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oxbow Advisors, LLC | History | Added to | 3,553 | 421 | 0.04% | 0.02% | 572 | +1,407 | 65.56% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 3,556 | 421 | 0.03% | 0.03% | 573 | -516 | -12.67% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 3,556 | 421 | 0.01% | 0.01% | 571 | +59 | 1.69% | Q1 2026 | Apr 30, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 3,535 | 419 | 0.05% | 0.05% | 574 | +3 | 0.08% | Q1 2026 | Apr 16, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 3,524 | 417 | 0.14% | 0.13% | 575 | +20 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Obsido Oy | History | No change | 3,517 | 417 | 0.25% | 0.26% | 576 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,485 | 413 | 0.02% | 0.04% | 577 | +1,299 | 59.42% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,422 | 405 | 0.01% | 0.01% | 578 | +48 | 1.42% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,409 | 403 | 0.07% | 0.09% | 579 | -1,115 | -24.65% | Q1 2026 | May 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 3,391 | 402 | 0.06% | 0.08% | 580 | -4,157 | -55.07% | Q1 2026 | Apr 24, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,367 | 399 | 0.0% | 0.0% | 581 | -15,369 | -82.03% | Q1 2026 | Apr 30, 2026 |
| NBT BANK N A /NY | History | No change | 3,350 | 397 | 0.03% | 0.03% | 582 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 3,333 | 395 | 0.04% | 0.05% | 583 | -391 | -10.5% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,274 | 388 | 0.03% | 0.03% | 584 | -482 | -12.83% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,226 | 385 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 3,250 | 385 | 0.17% | 0.18% | 586 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 3,244 | 384 | 0.02% | 0.02% | 587 | +243 | 8.1% | Q1 2026 | Apr 17, 2026 |
| Aries Wealth Management | History | No change | 3,238 | 384 | 0.08% | 0.09% | 588 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 3,145 | 372 | 0.17% | 0.18% | 589 | -100 | -3.08% | Q1 2026 | Apr 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 3,094 | 366 | 0.07% | 0.07% | 591 | -5 | -0.16% | Q1 2026 | Apr 09, 2026 |
| WBH ADVISORY INC | History | No change | 3,099 | 366 | 0.03% | 0.03% | 590 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 3,078 | 365 | 0.24% | 0.25% | 592 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,057 | 363 | 0.02% | 0.01% | 593 | +1,311 | 75.09% | Q1 2026 | May 18, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 3,060 | 362 | 0.06% | 0.06% | 594 | -4 | -0.13% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 3,020 | 360 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | New | 3,033 | 359 | 0.0% | — | 597 | +3,033 | New | Q1 2026 | May 05, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 3,028 | 359 | 0.28% | 0.3% | 596 | -109 | -3.47% | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | No change | 3,013 | 357 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,995 | 355 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 2,972 | 352 | 0.07% | 0.07% | 600 | -92 | -3.0% | Q1 2026 | May 11, 2026 |
| SACHEM HILL LLC | History | Reduced | 2,950 | 349 | 0.07% | 0.07% | 602 | -148 | -4.78% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | No change | 2,949 | 349 | 0.04% | 0.04% | 601 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | New | 2,924 | 346 | 0.55% | — | 604 | +2,924 | New | Q1 2026 | Apr 13, 2026 |
| Balboa Wealth Partners | History | Added to | 2,923 | 346 | 0.06% | 0.04% | 603 | +1,121 | 62.21% | Q1 2026 | Apr 16, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 2,917 | 345 | 0.13% | 0.06% | 605 | +789 | 37.08% | Q1 2026 | May 04, 2026 |
| Tempo Wealth, LLC | History | Added to | 2,866 | 339 | 0.06% | 0.06% | 606 | +117 | 4.26% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 2,777 | 329 | 0.2% | 0.21% | 608 | +204 | 7.93% | Q1 2026 | May 05, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 2,776 | 329 | 0.23% | 0.23% | 607 | +9 | 0.33% | Q1 2026 | May 08, 2026 |
| Oath Planning, LLC | History | Added to | 2,774 | 328 | 0.29% | 0.32% | 609 | +15 | 0.54% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 2,759 | 327 | 0.04% | 0.03% | 610 | +971 | 54.31% | Q1 2026 | Apr 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 2,760 | 327 | 0.2% | 0.21% | 611 | -202 | -6.82% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 2,730 | 324 | 0.05% | 0.05% | 612 | +11 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Reduced | 2,731 | 323 | 0.02% | 0.04% | 613 | -2,514 | -47.93% | Q1 2026 | Apr 10, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,718 | 322 | 0.03% | 0.04% | 614 | -266 | -8.91% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,712 | 321 | 0.0% | 0.0% | 615 | -6,632 | -70.98% | Q1 2026 | May 14, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 2,712 | 321 | 0.17% | 0.17% | 616 | +146 | 5.69% | Q1 2026 | Apr 27, 2026 |
| Mittelman Wealth Management | History | New | 2,701 | 320 | 0.2% | — | 617 | +2,701 | New | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,676 | 317 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,626 | 311 | 0.04% | 0.04% | 619 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 2,615 | 310 | 0.31% | 0.31% | 620 | +33 | 1.28% | Q1 2026 | Apr 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,612 | 309 | 0.06% | 0.06% | 621 | +280 | 12.01% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,599 | 308 | 0.02% | 0.02% | 622 | +545 | 26.53% | Q1 2026 | Apr 14, 2026 |
| Value Partners Investments Inc. | History | No change | 2,605 | 308 | 0.02% | 0.02% | 623 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stablepoint Partners, LLC | History | New | 2,589 | 307 | 0.05% | — | 624 | +2,589 | New | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | No change | 2,565 | 304 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 2,561 | 303 | 0.02% | 0.02% | 626 | +69 | 2.77% | Q1 2026 | May 06, 2026 |
| Brightwater Advisory LLC | History | Added to | 2,538 | 301 | 0.2% | 0.18% | 627 | +279 | 12.35% | Q1 2026 | Apr 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 2,536 | 300 | 0.14% | 0.36% | 628 | -3,947 | -60.88% | Q1 2026 | Apr 15, 2026 |
| BDFS Capital LLC | History | Added to | 2,515 | 298 | 0.14% | 0.15% | 629 | +6 | 0.24% | Q1 2026 | Apr 15, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 2,509 | 297 | 0.2% | 0.87% | 630 | -7,665 | -75.34% | Q1 2026 | May 14, 2026 |
| Ruggiero Investments, Inc. | History | No change | 2,511 | 297 | 0.29% | 0.27% | 631 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 2,468 | 292 | 0.2% | 0.34% | 633 | -1,421 | -36.54% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | Reduced | 2,466 | 292 | 0.03% | 0.03% | 632 | -472 | -16.07% | Q1 2026 | Apr 28, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,441 | 289 | 0.02% | 0.02% | 634 | +52 | 2.18% | Q1 2026 | Apr 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 2,400 | 284 | 0.02% | 0.02% | 635 | +35 | 1.48% | Q1 2026 | Apr 14, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 2,387 | 283 | 0.37% | — | 636 | +2,387 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,360 | 281 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAM Wealth Management, LLC | History | Added to | 2,349 | 278 | 0.21% | 0.18% | 638 | +240 | 11.38% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 2,333 | 276 | 0.06% | 0.38% | 640 | -11,279 | -82.86% | Q1 2026 | Apr 22, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 2,335 | 276 | 0.07% | 0.1% | 639 | +168 | 7.75% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,322 | 275 | 0.02% | 0.05% | 641 | -4,425 | -65.58% | Q1 2026 | May 14, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,323 | 275 | 0.05% | 0.05% | 642 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,315 | 274 | 0.02% | 0.13% | 643 | -8,860 | -79.28% | Q1 2026 | May 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,314 | 274 | 0.01% | — | 644 | +2,314 | New | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 2,306 | 273 | 0.11% | 0.18% | 645 | -1,277 | -35.64% | Q1 2026 | May 05, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 2,300 | 272 | 0.13% | — | 646 | +2,300 | New | Q1 2026 | Apr 22, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 2,286 | 271 | 0.13% | 0.15% | 647 | -17 | -0.74% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,263 | 268 | 0.04% | 0.04% | 648 | -166 | -6.83% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,227 | 264 | 0.0% | 0.0% | 649 | -6,296 | -73.87% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 2,197 | 260 | 0.01% | 0.01% | 650 | -89 | -3.89% | Q1 2026 | May 05, 2026 |
| PEOPLES BANK /OH | History | Reduced | 2,175 | 257 | 0.16% | 0.62% | 651 | -6,231 | -74.13% | Q1 2026 | Apr 24, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 2,154 | 257 | 0.12% | 0.12% | 652 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Brooklyn Investment Group | History | New | 2,161 | 256 | 0.01% | — | 654 | +2,161 | New | Q1 2026 | Apr 29, 2026 |
| Rathbones Group PLC | History | Reduced | 2,161 | 256 | 0.0% | 0.0% | 653 | -35 | -1.59% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,155 | 255 | 0.0% | — | 655 | +2,155 | New | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,148 | 254 | 0.0% | 0.0% | 656 | +134 | 6.65% | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 2,135 | 254 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 2,125 | 252 | 0.03% | 0.06% | 658 | -1,805 | -45.93% | Q1 2026 | Apr 22, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,128 | 251 | 0.03% | 0.03% | 659 | +30 | 1.43% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,113 | 250 | 0.0% | 0.0% | 660 | +394 | 22.92% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,108 | 250 | 0.01% | 0.01% | 661 | -22 | -1.03% | Q1 2026 | Apr 24, 2026 |
| My Personal CFO, LLC | History | No change | 2,096 | 248 | 0.11% | 0.1% | 662 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,055 | 243 | 0.0% | — | 663 | +2,055 | New | Q1 2026 | May 15, 2026 |
| Flagstone Financial Management | History | No change | 2,042 | 242 | 0.06% | 0.06% | 664 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 2,037 | 241 | 0.03% | 0.03% | 665 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 2,011 | 239 | 0.15% | 0.15% | 666 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| King Wealth Management Group | History | Reduced | 2,006 | 238 | 0.03% | 0.03% | 667 | -34 | -1.67% | Q1 2026 | May 04, 2026 |
| Five Pine Wealth Management | History | New | 2,000 | 237 | 0.15% | — | 669 | +2,000 | New | Q1 2026 | Apr 16, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,019 | 237 | 0.05% | 0.06% | 668 | +6 | 0.3% | Q1 2026 | May 08, 2026 |
| ASL Financial, LLC | History | No change | 1,993 | 236 | 0.19% | 0.19% | 670 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | New | 1,980 | 232 | 0.01% | — | 672 | +1,980 | New | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | New | 1,965 | 232 | 0.03% | — | 671 | +1,965 | New | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,955 | 231 | 0.08% | 0.08% | 673 | +8 | 0.41% | Q1 2026 | May 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,943 | 230 | 0.09% | 0.09% | 674 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 1,923 | 228 | 0.16% | 2.11% | 675 | -22,004 | -91.96% | Q1 2026 | Apr 15, 2026 |
| Unconventional Investor, LLC | History | Added to | 1,920 | 227 | 0.11% | 0.11% | 676 | +2 | 0.1% | Q1 2026 | May 18, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,913 | 226 | 0.0% | 0.0% | 677 | -5,343 | -73.64% | Q1 2026 | May 15, 2026 |
| Sather Financial Group Inc | History | Reduced | 1,898 | 225 | 0.01% | 0.01% | 678 | -290 | -13.25% | Q1 2026 | Apr 29, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 1,880 | 223 | 0.01% | 0.0% | 679 | +872 | 86.51% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 1,873 | 222 | 0.04% | — | 680 | +1,873 | New | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 1,843 | 218 | 0.03% | 0.03% | 681 | +80 | 4.54% | Q1 2026 | May 07, 2026 |
| CERTUITY, LLC | History | New | 1,822 | 216 | 0.01% | — | 683 | +1,822 | New | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,829 | 216 | 0.01% | 0.01% | 682 | -46 | -2.45% | Q1 2026 | Apr 24, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 1,810 | 214 | 0.01% | 0.01% | 684 | -1,075 | -37.26% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 1,762 | 210 | 0.0% | — | 685 | +1,762 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 1,765 | 209 | 0.04% | — | 686 | +1,765 | New | Q1 2026 | May 07, 2026 |
| NCM Capital Management, LLC | History | New | 1,760 | 208 | 0.07% | — | 689 | +1,760 | New | Q1 2026 | May 15, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 1,761 | 208 | 0.08% | 0.07% | 688 | +39 | 2.26% | Q1 2026 | Apr 06, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,760 | 208 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 1,748 | 207 | 0.01% | 0.01% | 690 | -736 | -29.63% | Q1 2026 | Apr 29, 2026 |
| FineMark National Bank & Trust | History | No change | 1,727 | 206 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 1,742 | 206 | 0.19% | 0.18% | 692 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 1,734 | 205 | 0.02% | 0.02% | 693 | +52 | 3.09% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 1,713 | 204 | 0.01% | 0.0% | 694 | +437 | 34.25% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 1,716 | 203 | 0.0% | 0.01% | 696 | -2,389 | -58.2% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | New | 1,719 | 203 | 0.0% | — | 700 | +1,719 | New | Q1 2026 | May 15, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,719 | 203 | 0.03% | 0.03% | 698 | +1 | 0.06% | Q1 2026 | Apr 13, 2026 |
| JCIC Asset Management Inc. | History | No change | 1,715 | 203 | 0.06% | 0.06% | 695 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Successful Portfolios LLC | History | No change | 1,716 | 203 | 0.11% | 0.1% | 697 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hardin Capital Partners, LLC | History | No change | 1,713 | 203 | 0.09% | 0.1% | 699 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 1,703 | 202 | 0.01% | 0.01% | 701 | +25 | 1.49% | Q1 2026 | May 08, 2026 |
| Farmers National Bank | History | No change | 1,682 | 200 | 0.04% | 0.04% | 702 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,669 | 197 | 0.0% | 0.08% | 703 | -26,554 | -94.09% | Q1 2026 | May 04, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,610 | 191 | 0.06% | 1.73% | 704 | -45,021 | -96.55% | Q1 2026 | May 01, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,610 | 190 | 0.05% | 0.05% | 705 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,578 | 187 | 0.1% | 0.1% | 706 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,568 | 186 | 0.0% | 0.0% | 707 | +380 | 31.99% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Reduced | 1,566 | 185 | 0.04% | 0.04% | 708 | -222 | -12.42% | Q1 2026 | Apr 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,516 | 179 | 0.0% | 0.0% | 709 | -85 | -5.31% | Q1 2026 | Apr 20, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 1,503 | 178 | 0.02% | 0.01% | 710 | +856 | 132.3% | Q1 2026 | Apr 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,470 | 174 | 0.05% | 0.05% | 711 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Forum Finance Group S.A. | History | New | 1,809 | 171 | 0.09% | — | 712 | +1,809 | New | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,410 | 167 | 0.01% | 0.01% | 713 | -414 | -22.7% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,374 | 162 | 0.01% | 0.01% | 714 | -378 | -21.58% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,329 | 157 | 0.0% | 0.0% | 715 | +1,069 | 411.15% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 1,256 | 148 | 0.02% | — | 717 | +1,256 | New | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,253 | 148 | 0.01% | 0.01% | 716 | -428 | -25.46% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 1,113 | 132 | 0.06% | 0.05% | 718 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,048 | 124 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,034 | 122 | 0.0% | 0.0% | 720 | +553 | 114.97% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 988 | 116 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 886 | 104 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Reduced | 870 | 103 | 0.0% | 0.0% | 723 | -182 | -17.3% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Added to | 846 | 100 | 0.01% | 0.0% | 725 | +355 | 72.3% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 849 | 100 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 830 | 98 | 0.07% | 0.06% | 726 | +19 | 2.34% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 816 | 96 | 0.0% | 0.01% | 727 | -360 | -30.61% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 798 | 94 | 0.02% | 0.21% | 728 | -6,675 | -89.32% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 776 | 92 | 0.01% | 0.0% | 729 | +697 | 882.28% | Q1 2026 | Apr 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 779 | 92 | 0.01% | 0.01% | 730 | -183 | -19.02% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | Added to | 761 | 90 | 0.01% | 0.01% | 732 | +444 | 140.06% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 765 | 90 | 0.01% | 0.01% | 731 | -13 | -1.67% | Q1 2026 | May 06, 2026 |
| Boreal Capital Management LLC | History | No change | 744 | 88 | 0.07% | 0.07% | 733 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 741 | 87 | 0.01% | 0.01% | 734 | +10 | 1.37% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 712 | 84 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 708 | 84 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 702 | 83 | 0.0% | — | 739 | +702 | New | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 704 | 83 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 701 | 83 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 698 | 82 | 0.04% | 0.04% | 740 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 683 | 81 | 0.02% | 0.02% | 741 | +95 | 16.16% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 650 | 77 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RMG Wealth Management LLC | History | New | 647 | 76 | 0.01% | — | 743 | +647 | New | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 625 | 74 | 0.01% | 0.02% | 744 | -375 | -37.5% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 610 | 72 | 0.0% | 0.0% | 745 | +250 | 69.44% | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 593 | 70 | 0.02% | 0.02% | 746 | +5 | 0.85% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 587 | 69 | 0.01% | 0.01% | 747 | -864 | -59.55% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 583 | 69 | 0.01% | 0.01% | 748 | +4 | 0.69% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors, Inc. | History | New | 535 | 63 | 0.04% | — | 749 | +535 | New | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 501 | 59 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 477 | 56 | 0.01% | 0.01% | 751 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bravera Wealth | History | New | 472 | 55 | 0.02% | — | 752 | +472 | New | Q1 2026 | Apr 22, 2026 |
| BankChampaign, National Association | History | New | 455 | 53 | 0.05% | — | 755 | +455 | New | Q1 2026 | May 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 451 | 53 | 0.01% | — | 754 | +451 | New | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 455 | 53 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 414 | 48 | 0.04% | 0.05% | 756 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pioneer Family Office, LLC | History | Added to | 380 | 45 | 0.03% | 0.03% | 757 | +1 | 0.26% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 379 | 44 | 0.02% | 0.02% | 758 | +2 | 0.53% | Q1 2026 | May 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 365 | 43 | 0.0% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 357 | 42 | 0.01% | 0.01% | 761 | -72 | -16.78% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | No change | 360 | 42 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 343 | 40 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 310 | 36 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 307 | 36 | 0.02% | 0.02% | 764 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 309 | 36 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 303 | 35 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 273 | 32 | 0.0% | — | 769 | +273 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 272 | 32 | 0.0% | 0.0% | 767 | +107 | 64.85% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | No change | 272 | 32 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 260 | 30 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 250 | 29 | 0.0% | — | 772 | +250 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 250 | 29 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 240 | 28 | 0.0% | 0.0% | 774 | +151 | 169.66% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 238 | 28 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kiker Wealth Management, LLC | History | New | 232 | 27 | 0.01% | — | 775 | +232 | New | Q1 2026 | May 06, 2026 |
| Family Manage LLC | History | No change | 226 | 26 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 225 | 26 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 218 | 25 | 0.01% | — | 780 | +216 | 10800.0% | Q1 2026 | May 13, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 214 | 25 | 0.01% | — | 782 | +214 | New | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 211 | 25 | 0.0% | 0.0% | 778 | +111 | 111.0% | Q1 2026 | Apr 28, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 218 | 25 | 0.01% | 0.01% | 781 | +2 | 0.93% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 216 | 25 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POM Investment Strategies, LLC | History | New | 206 | 24 | 0.03% | — | 786 | +206 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 206 | 24 | 0.0% | 0.0% | 785 | +2 | 0.98% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 209 | 24 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Counsel, Inc | History | No change | 204 | 24 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 200 | 23 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 181 | 21 | 0.01% | 0.0% | 791 | +137 | 311.36% | Q1 2026 | May 12, 2026 |
| Friedenthal Financial | History | Added to | 180 | 21 | 0.01% | 0.01% | 789 | +2 | 1.12% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | No change | 179 | 21 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 173 | 20 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | No change | 171 | 20 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | No change | 152 | 18 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 141 | 16 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 136 | 16 | 0.02% | 0.02% | 796 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 142 | 16 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Walsh & Associates, LLC | History | No change | 135 | 16 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 127 | 15 | 0.01% | — | 804 | +127 | New | Q1 2026 | Apr 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 127 | 15 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 130 | 15 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Team Financial Group, LLC | History | No change | 127 | 15 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Granite FO LLC | History | No change | 133 | 15 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | No change | 133 | 15 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Reduced | 125 | 14 | 0.0% | 0.02% | 805 | -532 | -80.97% | Q1 2026 | Apr 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 117 | 13 | 0.0% | 0.0% | 806 | -1,287 | -91.67% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 118 | 13 | 0.01% | 0.0% | 807 | -82 | -41.0% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 106 | 12 | 0.0% | 0.0% | 808 | +1 | 0.95% | Q1 2026 | Apr 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 102 | 12 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 108 | 12 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 93 | 11 | 0.01% | — | 813 | +85 | 1062.5% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | No change | 96 | 11 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | No change | 99 | 11 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 85 | 10 | 0.0% | 0.0% | 814 | +1 | 1.19% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 89 | 10 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | No change | 91 | 10 | 0.04% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | No change | 86 | 10 | 0.0% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 90 | 10 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 88 | 10 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | No change | 81 | 9 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 73 | 9 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 68 | 8 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Synergy Investment Management, LLC | History | New | 56 | 6 | 0.0% | — | 826 | +56 | New | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 55 | 6 | 0.0% | — | 825 | +55 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | New | 39 | 4 | 0.0% | — | 829 | +39 | New | Q1 2026 | May 01, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 35 | 4 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 34 | 4 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisor Network LLC | History | New | 31 | 3 | 0.0% | — | 834 | +31 | New | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 32 | 3 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 19 | 2 | 0.0% | 0.0% | 837 | +1 | 5.56% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 14 | 2 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 24 | 2 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 15 | 1 | 0.0% | — | 840 | +15 | New | Q1 2026 | May 11, 2026 |
| Imprint Wealth LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 15 | 1 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -171,648 | -100.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.16% | — | -97,633 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -73,707 | -100.0% | Q1 2026 | May 01, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.55% | — | -50,420 | -100.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.04% | — | -45,600 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -38,639 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -38,085 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 1.46% | — | -36,926 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 1.57% | — | -35,404 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -27,901 | -100.0% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -26,167 | -100.0% | Q1 2026 | May 18, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -21,160 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.22% | — | -20,082 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,178 | -100.0% | Q1 2026 | May 14, 2026 |
| MY Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.64% | — | -15,756 | -100.0% | Q1 2026 | May 01, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -14,309 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,669 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,959 | -100.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,642 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,109 | -100.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,763 | -100.0% | Q1 2026 | May 01, 2026 |
| Blue Line Capital, LLC / IL | History | Closed out | 0 | 0 | — | 0.79% | — | -5,617 | -100.0% | Q1 2026 | May 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.22% | — | -5,073 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -4,740 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,665 | -100.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,506 | -100.0% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,224 | -100.0% | Q1 2026 | May 12, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,224 | -100.0% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,163 | -100.0% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,948 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,917 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,225 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,170 | -100.0% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,040 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,984 | -100.0% | Q1 2026 | Apr 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,821 | -100.0% | Q1 2026 | May 12, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,756 | -100.0% | Q1 2026 | May 05, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,484 | -100.0% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,464 | -100.0% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Closed out | 0 | 0 | — | 0.1% | — | -2,428 | -100.0% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,382 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,368 | -100.0% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,310 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,277 | -100.0% | Q1 2026 | May 13, 2026 |
| ARWA LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,196 | -100.0% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,065 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,034 | -100.0% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,837 | -100.0% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,819 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.04% | — | -1,790 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,730 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,720 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Invariant Investment Management | History | Closed out | 0 | 0 | — | 0.13% | — | -1,694 | -100.0% | Q1 2026 | Apr 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -1,414 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,289 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,278 | -100.0% | Q1 2026 | Apr 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | Closed out | 0 | 0 | — | 0.05% | — | -835 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -609 | -100.0% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -441 | -100.0% | Q1 2026 | May 07, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q1 2026 | May 07, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -427 | -100.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q1 2026 | Apr 06, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -283 | -100.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -252 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -244 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -237 | -100.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -163 | -100.0% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 04, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 14, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77 | -100.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43 | -100.0% | Q1 2026 | May 01, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 8 | 0 | — | 0.0% | — | -5 | -38.46% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Holos Integrated Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vision Retirement, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |