iSHARES TRUST - IGIB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Added to | 63,675,202 | 3,388,794 | 6.88% | 6.45% | 1 | +505,235 | 0.8% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 13,942,612 | 742,025 | 0.11% | 0.1% | 2 | +1,605,149 | 13.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,321,025 | 655,724 | 0.09% | 0.08% | 3 | +710,667 | 6.12% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,366,041 | 445,240 | 0.12% | 0.1% | 4 | +2,247,135 | 36.72% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 7,997,374 | 425,620 | 0.87% | 0.81% | 5 | +603,205 | 8.16% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,242,128 | 332,206 | 0.02% | 0.02% | 6 | +68,751 | 1.11% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,112,857 | 325,326 | 0.02% | 0.02% | 7 | -97,548 | -1.57% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 5,845,766 | 311,111 | 8.53% | 8.61% | 8 | +552,517 | 10.44% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,028,190 | 267,600 | 0.05% | 0.05% | 9 | +96,581 | 1.96% | Q1 2026 | May 11, 2026 |
| ALLSTATE CORP | History | Added to | 4,326,783 | 230,271 | 2.46% | 2.3% | 10 | +1,199,599 | 38.36% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 4,089,061 | 217,619 | 0.03% | 0.03% | 11 | +179,732 | 4.6% | Q1 2026 | May 05, 2026 |
| Matson Money. Inc. | History | Added to | 3,662,800 | 194,677 | 5.97% | 5.89% | 12 | +204,983 | 5.93% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 3,637,273 | 193,575 | 0.05% | 0.05% | 13 | +473,834 | 14.98% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,496,098 | 185,688 | 0.04% | 0.05% | 14 | -433,022 | -11.02% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,296,746 | 175,449 | 0.05% | 0.05% | 15 | +180,797 | 5.8% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,251,621 | 173,051 | 0.01% | 0.01% | 16 | -332,254 | -9.27% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,888,657 | 153,733 | 0.03% | 0.03% | 17 | -29,734 | -1.02% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,356,271 | 125,400 | 2.6% | 2.38% | 18 | +282,379 | 13.62% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 2,234,173 | 118,316 | 0.03% | 0.06% | 19 | -2,768,307 | -55.34% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,098,568 | 111,685 | 4.94% | 4.99% | 20 | +39,416 | 1.91% | Q1 2026 | Apr 09, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 1,968,481 | 104,762 | 9.6% | 9.77% | 21 | +79,408 | 4.2% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,930,392 | 102,735 | 0.03% | 0.02% | 22 | +68,624 | 3.69% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,865,467 | 99,124 | 0.61% | 0.61% | 23 | -20,037 | -1.06% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,844,238 | 98,150 | 0.06% | 0.05% | 24 | +35,470 | 1.96% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 1,752,836 | 93,285 | 0.0% | 0.0% | 25 | -260,117 | -12.92% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,736,033 | 91,419 | 0.04% | 0.04% | 26 | +392,181 | 29.18% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,717,626 | 91,412 | 4.94% | 4.77% | 27 | +107,888 | 6.7% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,670,740 | 88,916 | 0.08% | 0.08% | 28 | +112,361 | 7.21% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,637,526 | 87,405 | 0.1% | 0.04% | 29 | +1,015,544 | 163.28% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,611,396 | 85,758 | 0.01% | 0.01% | 30 | +74,334 | 4.84% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,599,851 | 85,144 | 6.6% | 6.28% | 31 | +71,895 | 4.71% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 1,466,937 | 78,070 | 0.72% | 0.66% | 32 | +94,047 | 6.85% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,466,452 | 78,044 | 0.08% | 0.07% | 33 | +294,502 | 25.13% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,293,603 | 68,845 | 0.08% | 0.08% | 34 | +101,417 | 8.51% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,279,084 | 68,072 | 0.09% | 0.08% | 35 | +184,738 | 16.88% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,203,811 | 64,066 | 0.23% | 0.22% | 36 | +46,964 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,129,499 | 60,111 | 4.05% | 3.88% | 37 | +86,924 | 8.34% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,118,184 | 59,509 | 0.06% | 0.06% | 38 | +41,326 | 3.84% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 1,095,757 | 58,316 | 1.26% | 0.97% | 39 | +79,405 | 7.81% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 1,085,709 | 57,781 | 0.33% | 0.3% | 40 | +104,032 | 10.6% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 1,079,921 | 57,451 | 6.63% | — | 41 | +1,079,921 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,072,369 | 57,039 | 0.12% | 0.1% | 42 | -279,761 | -20.69% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,079,666 | 56,984 | 0.64% | 0.74% | 43 | -334 | -0.03% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 948,447 | 50,476 | 0.01% | 0.01% | 44 | +46,214 | 5.12% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 942,281 | 50,075 | 0.12% | 0.1% | 45 | +157,000 | 19.99% | Q1 2026 | May 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 889,218 | 47,324 | 11.62% | 11.08% | 46 | +50,531 | 6.03% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 888,676 | 47,295 | 1.01% | 1.06% | 47 | -25,380 | -2.78% | Q1 2026 | May 01, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 887,369 | 47,225 | 9.29% | 9.08% | 48 | +90,065 | 11.3% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 874,951 | 46,564 | 0.12% | 0.14% | 49 | -69,666 | -7.38% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 863,357 | 45,947 | 2.76% | 2.41% | 50 | +126,956 | 17.24% | Q1 2026 | May 13, 2026 |
| Flagstone Financial Management | History | Added to | 809,747 | 43,094 | 10.7% | 10.51% | 51 | +49,511 | 6.51% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 758,240 | 40,353 | 0.63% | 0.62% | 52 | +36,573 | 5.07% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 745,628 | 39,682 | 0.01% | 0.01% | 53 | +14,701 | 2.01% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 741,489 | 39,462 | 0.47% | 0.44% | 54 | +16,113 | 2.22% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 731,611 | 38,936 | 0.1% | 0.1% | 55 | -44,066 | -5.68% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 713,905 | 37,993 | 0.04% | 0.02% | 56 | +414,574 | 138.5% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 707,296 | 37,642 | 0.06% | 0.05% | 57 | +61,927 | 9.6% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 703,498 | 37,440 | 4.1% | — | 58 | +703,498 | New | Q1 2026 | May 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 680,000 | 36,189 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Thoma Capital Management LLC | History | Added to | 638,651 | 33,989 | 20.1% | 19.39% | 60 | +14,005 | 2.24% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 622,121 | 33,109 | 2.38% | 2.33% | 61 | +15,718 | 2.59% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 564,705 | 30,053 | 1.51% | 1.41% | 62 | +39,204 | 7.46% | Q1 2026 | May 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 539,525 | 28,713 | 3.96% | 13.13% | 63 | -1,140,720 | -67.89% | Q1 2026 | Apr 16, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 519,337 | 27,639 | 4.65% | 4.51% | 64 | +5,165 | 1.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 521,769 | 27,617 | 0.0% | 0.0% | 65 | +46,131 | 9.7% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 517,202 | 27,525 | 0.04% | 0.04% | 66 | -113 | -0.02% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 491,205 | 26,141 | 0.61% | 0.2% | 67 | +320,763 | 188.19% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 482,095 | 25,657 | 3.07% | 2.98% | 68 | +5,232 | 1.1% | Q1 2026 | Apr 10, 2026 |
| PRUDENTIAL PLC | History | Reduced | 471,470 | 25,091 | 0.15% | 2.29% | 69 | -4,898,172 | -91.22% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | Added to | 466,277 | 24,815 | 12.17% | 11.57% | 70 | +35,629 | 8.27% | Q1 2026 | Apr 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 449,664 | 23,998 | 3.35% | 3.18% | 71 | +40,623 | 9.93% | Q1 2026 | Apr 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 449,962 | 23,946 | 7.63% | 6.23% | 72 | +70,370 | 18.54% | Q1 2026 | Apr 23, 2026 |
| GDS Wealth Management | History | Added to | 446,969 | 23,787 | 1.43% | 1.44% | 73 | +18,681 | 4.36% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 439,655 | 23,398 | 0.01% | 0.01% | 74 | +33,630 | 8.28% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 434,896 | 23,163 | 0.4% | 0.42% | 75 | -1,090 | -0.25% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 435,224 | 23,162 | 0.53% | 0.35% | 76 | +141,200 | 48.02% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 431,965 | 22,989 | 0.0% | — | 77 | +431,965 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 419,033 | 22,302 | 0.03% | 0.04% | 78 | -31,899 | -7.07% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 417,222 | 22,204 | 2.42% | 2.27% | 79 | +17,921 | 4.49% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 405,793 | 21,596 | 0.68% | 0.76% | 80 | +15,861 | 4.07% | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | Added to | 400,916 | 21,336 | 0.26% | 0.15% | 81 | +154,955 | 63.0% | Q1 2026 | May 07, 2026 |
| BCK Partners, Inc. | History | Added to | 395,914 | 21,070 | 11.38% | 11.21% | 82 | +11,051 | 2.87% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 385,063 | 20,493 | 1.08% | 1.04% | 83 | +27,011 | 7.54% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 373,031 | 19,852 | 4.56% | 4.5% | 84 | +15,091 | 4.22% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 368,965 | 19,636 | 0.23% | 0.22% | 85 | +28,409 | 8.34% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Added to | 335,367 | 17,848 | 1.49% | 1.46% | 86 | +7,130 | 2.17% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 329,393 | 17,530 | 0.05% | 0.05% | 87 | -20,712 | -5.92% | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | Added to | 322,146 | 17,144 | 1.07% | 1.03% | 88 | +11,461 | 3.69% | Q1 2026 | May 08, 2026 |
| Legacy Financial Group LLC | History | Added to | 321,061 | 17,086 | 2.15% | 2.12% | 89 | +2,432 | 0.76% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 316,165 | 16,826 | 0.01% | 0.01% | 90 | +5,720 | 1.84% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 306,562 | 16,315 | 0.73% | 0.76% | 91 | -5,757 | -1.84% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 306,302 | 16,301 | 2.51% | 2.68% | 92 | -50,332 | -14.11% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 300,750 | 16,117 | 0.36% | 0.32% | 93 | +58,258 | 24.02% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 288,177 | 15,336 | 0.02% | 0.02% | 94 | -5,584 | -1.9% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 287,338 | 15,292 | 0.05% | 0.06% | 95 | -65,559 | -18.58% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 272,320 | 14,492 | 2.29% | 2.65% | 96 | +6,300 | 2.37% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 262,174 | 13,952 | 0.08% | 0.08% | 97 | +5,123 | 1.99% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 261,475 | 13,915 | 0.81% | 0.82% | 98 | -1,443 | -0.55% | Q1 2026 | Apr 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 259,994 | 13,836 | 0.46% | 0.41% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 258,717 | 13,768 | 0.22% | 0.21% | 100 | +24,136 | 10.29% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 246,232 | 13,266 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 247,990 | 13,153 | 0.23% | 0.24% | 102 | +6,140 | 2.54% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 246,159 | 13,100 | 0.02% | 0.0% | 103 | +245,659 | 49131.8% | Q1 2026 | May 01, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 246,092 | 13,097 | 3.73% | 3.51% | 104 | +18,960 | 8.35% | Q1 2026 | Apr 30, 2026 |
| Caldwell Trust Co | History | Added to | 245,812 | 13,082 | 1.17% | 1.14% | 105 | +7,666 | 3.22% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 240,955 | 12,823 | 0.02% | 0.07% | 106 | -509,301 | -67.88% | Q1 2026 | May 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 234,664 | 12,643 | 1.96% | 1.96% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 235,926 | 12,555 | 0.01% | 0.01% | 108 | +20,962 | 9.75% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 235,392 | 12,527 | 0.01% | 0.06% | 109 | -1,117,752 | -82.6% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 226,619 | 12,060 | 0.06% | 0.06% | 110 | +13,029 | 6.1% | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 221,084 | 11,766 | 0.33% | 0.34% | 111 | +1,097 | 0.5% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 217,887 | 11,595 | 0.01% | 0.01% | 112 | +76,735 | 54.36% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 215,336 | 11,460 | 0.84% | 0.74% | 113 | +31,774 | 17.31% | Q1 2026 | Apr 20, 2026 |
| Mittelman Wealth Management | History | Added to | 213,856 | 11,381 | 7.1% | 6.87% | 114 | +17,623 | 8.98% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | No change | 212,002 | 11,282 | 0.49% | 0.43% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mendota Financial Group, LLC | History | Added to | 208,680 | 11,105 | 8.23% | 8.18% | 116 | +80 | 0.04% | Q1 2026 | Apr 16, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 207,922 | 11,065 | 3.6% | 3.61% | 117 | +7,460 | 3.72% | Q1 2026 | May 08, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 205,027 | 10,911 | 2.09% | 2.06% | 118 | +4,575 | 2.28% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 204,702 | 10,894 | 2.78% | 2.71% | 120 | +25,590 | 14.29% | Q1 2026 | Apr 06, 2026 |
| SEMITAM BONAM LLC | History | Added to | 204,709 | 10,894 | 8.9% | 8.53% | 119 | +14,498 | 7.62% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 202,131 | 10,757 | 0.86% | 1.09% | 121 | -56,460 | -21.83% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 201,866 | 10,743 | 2.28% | 2.14% | 122 | +4,826 | 2.45% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 201,494 | 10,723 | 0.3% | 0.49% | 123 | -125,182 | -38.32% | Q1 2026 | May 04, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 201,243 | 10,710 | 5.03% | 4.87% | 124 | -961 | -0.48% | Q1 2026 | May 07, 2026 |
| TICINO WEALTH | History | Added to | 182,324 | 10,479 | 3.64% | 1.67% | 125 | +98,923 | 118.61% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 196,760 | 10,471 | 0.12% | 0.14% | 126 | -12,748 | -6.08% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 196,247 | 10,444 | 0.17% | 0.17% | 127 | +5,375 | 2.82% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 194,126 | 10,331 | 0.08% | 0.03% | 128 | +121,739 | 168.18% | Q1 2026 | Apr 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 191,090 | 10,169 | 0.68% | 0.64% | 129 | +18,188 | 10.52% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 191,032 | 10,166 | 0.05% | 0.04% | 130 | +35,870 | 23.12% | Q1 2026 | Apr 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 187,861 | 9,997 | 3.66% | 3.16% | 131 | +20,586 | 12.31% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 187,237 | 9,964 | 2.35% | 2.39% | 132 | -130 | -0.07% | Q1 2026 | May 08, 2026 |
| Smith Salley Wealth Management | History | Added to | 185,668 | 9,881 | 0.5% | 0.36% | 133 | +50,472 | 37.33% | Q1 2026 | Apr 16, 2026 |
| Freestate Advisors LLC | History | Added to | 179,487 | 9,552 | 7.64% | 7.82% | 134 | +893 | 0.5% | Q1 2026 | Apr 09, 2026 |
| NewSquare Capital LLC | History | New | 178,554 | 9,502 | 0.82% | — | 135 | +178,554 | New | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 176,996 | 9,419 | 1.33% | 1.57% | 136 | -4,181 | -2.31% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 173,193 | 9,217 | 0.0% | 0.01% | 137 | -60,346 | -25.84% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Added to | 171,159 | 9,109 | 0.53% | 0.52% | 138 | +5,969 | 3.61% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 170,000 | 9,047 | 0.01% | 0.01% | 139 | -93,000 | -35.36% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 168,865 | 8,986 | 0.28% | 0.36% | 140 | -59,172 | -25.95% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 168,331 | 8,958 | 3.14% | 3.09% | 141 | -1,741 | -1.02% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 167,077 | 8,891 | 0.05% | 0.05% | 142 | +4,803 | 2.96% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | New | 166,748 | 8,838 | 0.06% | — | 143 | +166,748 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 163,617 | 8,704 | 0.01% | 0.01% | 144 | +14,259 | 9.55% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 162,508 | 8,648 | 0.29% | 0.29% | 145 | +9,307 | 6.08% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 157,997 | 8,408 | 0.04% | 0.01% | 146 | +120,644 | 322.98% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 157,470 | 8,381 | 2.57% | 2.44% | 147 | +7,016 | 4.66% | Q1 2026 | Apr 15, 2026 |
| Asio Capital, LLC | History | Added to | 155,921 | 8,298 | 1.17% | 1.18% | 148 | +587 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 155,091 | 8,253 | 0.89% | 0.94% | 149 | -2,082 | -1.32% | Q1 2026 | Apr 24, 2026 |
| Phoenix Financial Ltd. | History | Added to | 154,070 | 8,195 | 0.08% | 0.09% | 150 | +8,151 | 5.59% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 151,821 | 8,080 | 0.02% | 0.02% | 151 | -22,245 | -12.78% | Q1 2026 | Apr 30, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 151,454 | 8,060 | 2.19% | 2.01% | 152 | +11,616 | 8.31% | Q1 2026 | Apr 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 151,188 | 8,046 | 0.24% | 0.13% | 153 | +65,207 | 75.84% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 149,373 | 7,949 | 0.1% | 0.11% | 154 | +2,570 | 1.75% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 147,879 | 7,870 | 0.01% | 0.01% | 155 | +54,345 | 58.1% | Q1 2026 | May 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 147,727 | 7,862 | 0.84% | 0.87% | 156 | -1,020 | -0.69% | Q1 2026 | May 06, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 142,102 | 7,656 | 1.62% | 1.62% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Added to | 143,443 | 7,634 | 0.2% | 0.19% | 158 | +7,557 | 5.56% | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 139,449 | 7,421 | 1.28% | 2.01% | 159 | -82,156 | -37.07% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 137,295 | 7,307 | 0.01% | 0.02% | 160 | -9,765 | -6.64% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 134,472 | 7,156 | 0.09% | 0.09% | 161 | -682 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Darrow Company, Inc. | History | Added to | 131,930 | 7,016 | 3.16% | 3.18% | 162 | +630 | 0.48% | Q1 2026 | Apr 20, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 131,045 | 6,974 | 4.48% | 4.42% | 163 | +1,149 | 0.88% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,763 | 6,799 | 0.03% | 0.02% | 164 | +19,662 | 18.19% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 127,384 | 6,779 | 0.01% | — | 165 | +127,384 | New | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 125,464 | 6,760 | 2.93% | 2.93% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 123,019 | 6,547 | 0.22% | 0.23% | 167 | -1,760 | -1.41% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 120,827 | 6,430 | 2.0% | 2.06% | 168 | +1,544 | 1.29% | Q1 2026 | Apr 20, 2026 |
| Systelligence, LLC | History | New | 120,758 | 6,426 | 1.25% | — | 169 | +120,758 | New | Q1 2026 | Apr 21, 2026 |
| JB Capital LLC | History | Reduced | 118,899 | 6,327 | 0.26% | 0.27% | 170 | -3,185 | -2.61% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 117,806 | 6,269 | 0.02% | 0.0% | 171 | +89,693 | 319.04% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 117,243 | 6,239 | 0.3% | 0.28% | 172 | +4,607 | 4.09% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 116,861 | 6,198 | 0.06% | 0.06% | 173 | +13,232 | 12.77% | Q1 2026 | Apr 07, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 113,408 | 6,110 | 1.92% | 1.92% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 114,540 | 6,095 | 0.39% | 0.4% | 175 | -1,827 | -1.57% | Q1 2026 | Apr 14, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 114,481 | 6,092 | 3.25% | 3.31% | 176 | +557 | 0.49% | Q1 2026 | May 07, 2026 |
| City State Bank | History | Added to | 113,210 | 6,025 | 1.56% | 1.49% | 177 | +12,225 | 12.11% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 111,323 | 5,924 | 0.01% | 0.01% | 178 | +54,147 | 94.7% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 108,835 | 5,792 | 1.13% | 1.02% | 179 | +15,904 | 17.11% | Q1 2026 | May 14, 2026 |
| One Wealth Map LLC | History | Reduced | 107,937 | 5,732 | 2.69% | 2.96% | 180 | -469 | -0.43% | Q1 2026 | May 04, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 106,006 | 5,641 | 0.76% | 0.78% | 181 | -1,400 | -1.3% | Q1 2026 | May 15, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 100,146 | 5,366 | 3.88% | 0.9% | 182 | +77,766 | 347.48% | Q1 2026 | May 12, 2026 |
| CONNING INC. | History | No change | 100,754 | 5,362 | 0.18% | 0.18% | 183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 100,209 | 5,333 | 0.04% | 0.04% | 184 | +263 | 0.26% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 98,343 | 5,190 | 2.64% | 2.54% | 185 | +7,045 | 7.72% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 97,295 | 5,178 | 0.37% | 0.97% | 186 | -31,956 | -24.72% | Q1 2026 | May 15, 2026 |
| Shelter Mutual Insurance Co | History | No change | 97,200 | 5,171 | 1.15% | 1.17% | 187 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Herold Advisors, Inc. | History | Added to | 96,818 | 5,152 | 1.13% | 0.99% | 188 | +14,524 | 17.65% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 96,633 | 5,142 | 0.69% | 0.85% | 189 | -1,027 | -1.05% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 93,535 | 5,039 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 94,511 | 5,029 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Banco Santander, S.A. | History | Added to | 94,017 | 5,003 | 0.04% | 0.03% | 192 | +22,419 | 31.31% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Added to | 93,587 | 4,980 | 0.84% | 0.65% | 193 | +23,008 | 32.6% | Q1 2026 | May 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 93,262 | 4,963 | 0.08% | 0.05% | 194 | +34,200 | 57.91% | Q1 2026 | May 11, 2026 |
| CVS HEALTH Corp | History | No change | 92,750 | 4,936 | 2.33% | 3.69% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 92,365 | 4,915 | 0.48% | 0.52% | 196 | -8,290 | -8.24% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 90,237 | 4,802 | 0.01% | — | 197 | +90,237 | New | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 90,210 | 4,800 | 0.24% | 0.29% | 198 | -14,436 | -13.8% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 89,454 | 4,757 | 0.06% | 0.07% | 199 | -5,400 | -5.69% | Q1 2026 | May 06, 2026 |
| Veridan Wealth LLC | History | Added to | 89,264 | 4,750 | 1.76% | 1.61% | 200 | +577 | 0.65% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 88,398 | 4,704 | 0.06% | 0.06% | 201 | +8,422 | 10.53% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 86,681 | 4,613 | 0.05% | 0.02% | 202 | +51,548 | 146.72% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 86,431 | 4,599 | 0.1% | 0.1% | 203 | +1,804 | 2.13% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 85,936 | 4,573 | 0.05% | 0.05% | 204 | +10,877 | 14.49% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 85,327 | 4,541 | 0.18% | 0.16% | 205 | +8,915 | 11.67% | Q1 2026 | Apr 28, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 84,010 | 4,471 | 1.75% | 1.59% | 206 | +4,387 | 5.51% | Q1 2026 | Apr 07, 2026 |
| FDx Advisors, Inc. | History | Reduced | 83,704 | 4,455 | 1.42% | 2.39% | 207 | -3,280 | -3.77% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 82,516 | 4,391 | 0.05% | 0.04% | 208 | +11,662 | 16.46% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 81,096 | 4,369 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 79,764 | 4,297 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 80,615 | 4,290 | 0.0% | 0.0% | 211 | -4,462 | -5.24% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 80,413 | 4,279 | 0.47% | 0.48% | 212 | +1,030 | 1.3% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 78,030 | 4,152 | 0.56% | 0.57% | 213 | +1,894 | 2.49% | Q1 2026 | Apr 20, 2026 |
| PEOPLES BANK /OH | History | Added to | 77,163 | 4,106 | 2.52% | 2.58% | 214 | +30 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 76,535 | 4,073 | 0.3% | 0.31% | 215 | -2,484 | -3.14% | Q1 2026 | May 14, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 76,190 | 4,054 | 3.12% | 3.0% | 216 | -245 | -0.32% | Q1 2026 | May 04, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 75,469 | 4,016 | 1.17% | 1.2% | 217 | -843 | -1.1% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 75,315 | 4,008 | 0.0% | — | 218 | +75,315 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 73,971 | 3,964 | 0.24% | 0.23% | 219 | +9,381 | 14.52% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 73,837 | 3,929 | 0.44% | 0.45% | 220 | -1,911 | -2.52% | Q1 2026 | Apr 24, 2026 |
| Center For Asset Management LLC | History | Added to | 73,295 | 3,900 | 1.94% | 1.87% | 221 | +6,852 | 10.31% | Q1 2026 | Apr 16, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 72,504 | 3,858 | 0.28% | 0.1% | 222 | +45,090 | 164.48% | Q1 2026 | Apr 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 70,924 | 3,821 | 0.25% | 0.25% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 70,265 | 3,739 | 1.75% | 1.75% | 225 | -3,592 | -4.86% | Q1 2026 | Apr 27, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 70,256 | 3,739 | 0.16% | 0.15% | 224 | +670 | 0.96% | Q1 2026 | Apr 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 69,592 | 3,703 | 1.63% | 1.65% | 226 | +2,007 | 2.97% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 69,001 | 3,666 | 0.01% | 0.01% | 227 | -1,413 | -2.01% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 68,383 | 3,619 | 0.13% | 0.16% | 228 | -10,591 | -13.41% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 67,405 | 3,587 | 0.18% | 0.18% | 229 | -1,528 | -2.22% | Q1 2026 | May 04, 2026 |
| SWS Partners | History | Reduced | 67,185 | 3,575 | 0.88% | 0.88% | 230 | -686 | -1.01% | Q1 2026 | Apr 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 66,844 | 3,557 | 2.66% | 1.52% | 231 | +31,725 | 90.34% | Q1 2026 | Apr 24, 2026 |
| Private Advisory Group LLC | History | New | 66,672 | 3,548 | 0.23% | — | 232 | +66,672 | New | Q1 2026 | May 08, 2026 |
| DMC Group, LLC | History | Reduced | 64,934 | 3,455 | 2.33% | 2.38% | 233 | -1,187 | -1.8% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 64,612 | 3,438 | 0.0% | 0.0% | 234 | +307 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Israel Discount Bank of New York | History | Added to | 60,551 | 3,222 | 7.07% | 5.83% | 235 | +20,796 | 52.31% | Q1 2026 | Apr 06, 2026 |
| Great Diamond Partners, LLC | History | Added to | 60,464 | 3,217 | 0.62% | 0.56% | 236 | +6,700 | 12.46% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 59,201 | 3,151 | 0.2% | — | 237 | +59,201 | New | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | No change | 58,930 | 3,136 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 58,897 | 3,134 | 0.15% | 0.13% | 239 | +9,459 | 19.13% | Q1 2026 | Apr 28, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 58,411 | 3,108 | 0.64% | 0.6% | 240 | +3,040 | 5.49% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 58,369 | 3,105 | 0.02% | 0.01% | 241 | +32,276 | 123.7% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 58,225 | 3,098 | 0.02% | 0.05% | 242 | -221,659 | -79.2% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 57,820 | 3,077 | 0.07% | 0.07% | 243 | +5,295 | 10.08% | Q1 2026 | May 04, 2026 |
| ADVISORY RESEARCH INC | History | No change | 57,761 | 3,074 | 0.38% | 0.39% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 55,045 | 2,929 | 2.7% | 1.5% | 245 | +22,355 | 68.38% | Q1 2026 | Apr 23, 2026 |
| Kensington Asset Management, LLC | History | No change | 52,464 | 2,792 | 0.15% | 0.15% | 246 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,090 | 2,772 | 0.03% | 0.03% | 247 | +2,638 | 5.33% | Q1 2026 | Apr 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 51,965 | 2,765 | 0.13% | 0.14% | 248 | +4,757 | 10.08% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,498 | 2,740 | 0.01% | 0.0% | 249 | +43,751 | 564.75% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Added to | 51,354 | 2,733 | 0.77% | 0.82% | 250 | +581 | 1.14% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 51,271 | 2,728 | 0.72% | 0.76% | 251 | -1,466 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,051 | 2,663 | 0.1% | — | 252 | +50,051 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 49,895 | 2,655 | 0.24% | 0.16% | 253 | -1,221 | -2.39% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 49,589 | 2,639 | 0.0% | 0.0% | 254 | -3,490 | -6.58% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 48,676 | 2,590 | 0.04% | 0.04% | 255 | -3,248 | -6.26% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 48,576 | 2,585 | 0.04% | 0.04% | 256 | +261 | 0.54% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 47,974 | 2,553 | 0.04% | 0.01% | 257 | +38,418 | 402.03% | Q1 2026 | Apr 22, 2026 |
| TAGStone Capital, Inc. | History | Added to | 47,840 | 2,546 | 0.9% | 0.89% | 258 | +3,568 | 8.06% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 47,739 | 2,540 | 0.27% | 0.76% | 259 | -84,220 | -63.82% | Q1 2026 | Apr 22, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 47,672 | 2,537 | 1.48% | 1.59% | 260 | -3,358 | -6.58% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 46,304 | 2,464 | 0.22% | 0.09% | 261 | +25,869 | 126.59% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,857 | 2,440 | 0.05% | 0.04% | 262 | +6,941 | 17.84% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,755 | 2,435 | 0.06% | 0.05% | 263 | +5,817 | 14.57% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 45,641 | 2,429 | 0.81% | 0.88% | 264 | +938 | 2.1% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 45,337 | 2,412 | 0.58% | — | 265 | +45,337 | New | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Added to | 44,408 | 2,363 | 0.3% | 0.23% | 267 | +10,571 | 31.24% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,411 | 2,363 | 0.07% | 0.07% | 266 | +2,600 | 6.22% | Q1 2026 | Apr 08, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 43,900 | 2,336 | 0.81% | 0.86% | 268 | -100 | -0.23% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 43,697 | 2,326 | 0.0% | 0.02% | 269 | -171,386 | -79.68% | Q1 2026 | May 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 43,675 | 2,324 | 0.93% | 0.88% | 270 | +1,693 | 4.03% | Q1 2026 | Apr 23, 2026 |
| Calamos Advisors LLC | History | Added to | 43,570 | 2,318 | 0.01% | 0.0% | 271 | +26,845 | 160.51% | Q1 2026 | May 04, 2026 |
| Keeler Thomas Management LLC | History | New | 43,402 | 2,309 | 0.98% | — | 272 | +43,402 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 42,998 | 2,288 | 1.06% | 0.96% | 273 | +1,779 | 4.32% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 42,552 | 2,264 | 0.31% | 0.3% | 274 | +2,792 | 7.02% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | Reduced | 41,381 | 2,202 | 0.06% | 0.06% | 275 | -2,310 | -5.29% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 41,270 | 2,196 | 0.15% | 0.17% | 276 | +5,533 | 15.48% | Q1 2026 | May 18, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 40,925 | 2,178 | 0.08% | 0.08% | 277 | +190 | 0.47% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Reduced | 40,830 | 2,172 | 0.04% | 0.04% | 278 | -6,025 | -12.86% | Q1 2026 | May 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 39,605 | 2,107 | 0.58% | 0.76% | 279 | -13,092 | -24.84% | Q1 2026 | Apr 27, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 39,174 | 2,084 | 0.58% | 0.63% | 280 | +306 | 0.79% | Q1 2026 | Apr 24, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 39,162 | 2,078 | 0.12% | 0.14% | 281 | -186 | -0.47% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisors | History | Reduced | 39,013 | 2,076 | 0.79% | 0.79% | 282 | -832 | -2.09% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | New | 37,943 | 2,019 | 0.2% | — | 283 | +37,943 | New | Q1 2026 | Apr 06, 2026 |
| Charles Schwab Trust Co | History | Added to | 37,755 | 2,009 | 0.13% | 0.11% | 284 | +6,100 | 19.27% | Q1 2026 | Apr 10, 2026 |
| Montecito Bank & Trust | History | Added to | 37,579 | 1,999 | 0.33% | 0.32% | 285 | +844 | 2.3% | Q1 2026 | Apr 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 37,219 | 1,980 | 0.03% | 0.03% | 286 | -928 | -2.43% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 36,789 | 1,957 | 0.0% | 0.0% | 287 | -15,573 | -29.74% | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | Added to | 34,953 | 1,860 | 0.14% | 0.1% | 288 | +3,495 | 11.11% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 34,959 | 1,860 | 1.2% | 1.21% | 289 | -135 | -0.38% | Q1 2026 | May 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 33,682 | 1,792 | 0.65% | 5.28% | 290 | -251,140 | -88.17% | Q1 2026 | May 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 33,542 | 1,785 | 0.13% | 0.09% | 291 | +10,403 | 44.96% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 33,178 | 1,766 | 0.17% | 0.15% | 292 | +1,913 | 6.12% | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 32,935 | 1,752 | 0.01% | 0.01% | 293 | -8,380 | -20.28% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 32,852 | 1,748 | 0.23% | — | 294 | +32,852 | New | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 32,384 | 1,723 | 0.02% | 0.03% | 295 | -2,411 | -6.93% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,014 | 1,703 | 0.02% | 0.02% | 296 | +1,090 | 3.52% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 31,892 | 1,697 | 0.39% | 0.25% | 297 | +12,874 | 67.69% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 31,830 | 1,694 | 0.04% | 0.05% | 298 | +81 | 0.26% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 31,700 | 1,687 | 0.92% | 0.88% | 299 | +1,675 | 5.58% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 31,697 | 1,686 | 0.0% | 0.0% | 300 | +2,020 | 6.81% | Q1 2026 | May 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 31,260 | 1,663 | 1.25% | — | 301 | +31,260 | New | Q1 2026 | May 11, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 31,084 | 1,654 | 0.26% | 0.26% | 302 | -529 | -1.67% | Q1 2026 | Apr 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,968 | 1,648 | 0.02% | 0.02% | 303 | +379 | 1.24% | Q1 2026 | May 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 30,825 | 1,640 | 0.06% | 0.06% | 304 | -2,104 | -6.39% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 30,613 | 1,629 | 0.2% | 0.21% | 305 | +329 | 1.09% | Q1 2026 | Apr 08, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 30,385 | 1,617 | 1.04% | — | 306 | +30,385 | New | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,160 | 1,552 | 0.02% | 0.02% | 307 | +4,577 | 18.62% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 29,078 | 1,547 | 0.73% | 0.76% | 308 | -2,901 | -9.07% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 28,757 | 1,526 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Winter & Associates, Inc. | History | Added to | 28,552 | 1,515 | 1.33% | 1.02% | 310 | +8,075 | 39.43% | Q1 2026 | Apr 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 28,132 | 1,502 | 0.08% | 0.09% | 311 | -819 | -2.83% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,873 | 1,483 | 0.05% | 0.07% | 312 | +1,368 | 5.16% | Q1 2026 | May 19, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 27,594 | 1,468 | 0.94% | 0.98% | 313 | -3,767 | -12.01% | Q1 2026 | May 13, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 27,565 | 1,467 | 1.38% | 1.23% | 314 | +4,717 | 20.65% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 27,647 | 1,463 | 0.02% | 0.02% | 315 | +2,371 | 9.38% | Q1 2026 | Apr 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 26,951 | 1,434 | 0.01% | 0.0% | 316 | +22,846 | 556.54% | Q1 2026 | Apr 22, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 26,902 | 1,431 | 0.12% | 0.11% | 317 | +2,887 | 12.02% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,467 | 1,426 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Texas Bank & Trust Co | History | Added to | 26,782 | 1,425 | 0.54% | 0.45% | 319 | +3,628 | 15.67% | Q1 2026 | Apr 30, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 26,527 | 1,411 | 0.68% | 0.68% | 320 | -314 | -1.17% | Q1 2026 | Apr 15, 2026 |
| Holistic Financial Partners | History | Added to | 26,013 | 1,384 | 0.51% | 0.5% | 321 | +647 | 2.55% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 25,906 | 1,378 | 0.32% | 0.3% | 322 | +1,394 | 5.69% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 25,848 | 1,375 | 0.01% | 0.01% | 323 | +539 | 2.13% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 25,479 | 1,355 | 0.08% | 0.05% | 325 | +11,424 | 81.28% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 25,461 | 1,355 | 0.07% | 0.07% | 324 | -200 | -0.78% | Q1 2026 | May 07, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 25,392 | 1,351 | 0.52% | 0.52% | 326 | -503 | -1.94% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | New | 25,213 | 1,341 | 0.05% | — | 327 | +25,213 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 24,905 | 1,325 | 0.03% | 0.03% | 328 | +2,573 | 11.52% | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Reduced | 24,863 | 1,323 | 0.69% | 0.51% | 329 | -9,114 | -26.82% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 24,854 | 1,322 | 0.04% | 0.02% | 330 | +14,127 | 131.7% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | Added to | 24,656 | 1,312 | 0.18% | 0.19% | 331 | +185 | 0.76% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 24,578 | 1,308 | 0.01% | 0.01% | 332 | -191 | -0.77% | Q1 2026 | May 08, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 24,243 | 1,290 | 0.84% | 0.87% | 333 | -750 | -3.0% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 24,159 | 1,285 | 0.09% | 0.15% | 334 | -17,627 | -42.18% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,925 | 1,273 | 0.02% | 0.03% | 335 | -4,737 | -16.53% | Q1 2026 | May 11, 2026 |
| Boltwood Capital Management | History | Reduced | 23,908 | 1,272 | 0.32% | 0.34% | 336 | -630 | -2.57% | Q1 2026 | Apr 07, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 23,828 | 1,268 | 0.85% | 2.39% | 337 | -65,737 | -73.4% | Q1 2026 | May 14, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 24,005 | 1,264 | 0.13% | 0.12% | 338 | +1,842 | 8.31% | Q1 2026 | May 12, 2026 |
| Fire Capital Management LLC | History | Reduced | 23,436 | 1,247 | 0.58% | 0.67% | 339 | -1,625 | -6.48% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 22,533 | 1,199 | 0.01% | 0.02% | 340 | +10,538 | 87.85% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 22,760 | 1,194 | 0.0% | 0.0% | 341 | -12,202 | -34.9% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 22,403 | 1,192 | 0.31% | 0.38% | 342 | -4,981 | -18.19% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 22,229 | 1,183 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 21,477 | 1,157 | 0.06% | 0.05% | 344 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,606 | 1,149 | 0.02% | 0.03% | 345 | -346 | -1.58% | Q1 2026 | Apr 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 21,377 | 1,137 | 0.78% | 0.76% | 346 | +743 | 3.6% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 21,029 | 1,119 | 0.02% | 0.05% | 347 | -25,244 | -54.55% | Q1 2026 | May 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 20,716 | 1,102 | 0.08% | — | 348 | +20,716 | New | Q1 2026 | Apr 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 20,650 | 1,098 | 0.25% | 0.25% | 349 | +19 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | Added to | 20,415 | 1,092 | 0.12% | 0.15% | 350 | +560 | 2.82% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 20,051 | 1,067 | 0.13% | 0.14% | 351 | -402 | -1.97% | Q1 2026 | Apr 17, 2026 |
| SEEDS INVESTOR LLC | History | New | 19,875 | 1,065 | 0.14% | — | 352 | +19,875 | New | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 19,902 | 1,058 | 0.02% | — | 353 | +19,902 | New | Q1 2026 | May 01, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 19,801 | 1,053 | 0.58% | 0.58% | 354 | +250 | 1.28% | Q1 2026 | Apr 09, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 19,537 | 1,039 | 0.36% | 0.38% | 355 | -35 | -0.18% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 19,458 | 1,035 | 0.01% | 0.01% | 356 | +2,078 | 11.96% | Q1 2026 | May 13, 2026 |
| Elevation Capital Advisory, LLC | History | New | 19,070 | 1,014 | 0.43% | — | 357 | +19,070 | New | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,814 | 1,013 | 0.01% | 0.0% | 358 | +8,785 | 87.6% | Q1 2026 | May 15, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 18,970 | 1,009 | 0.51% | 0.52% | 359 | -236 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 18,900 | 1,005 | 0.01% | 0.01% | 361 | +338 | 1.82% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 18,900 | 1,005 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 18,165 | 966 | 0.38% | 0.38% | 362 | -120 | -0.66% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 18,102 | 963 | 0.07% | 0.02% | 363 | +12,076 | 200.4% | Q1 2026 | Apr 16, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 17,754 | 944 | 0.08% | 0.08% | 364 | +20 | 0.11% | Q1 2026 | May 12, 2026 |
| Payne Capital LLC | History | Added to | 17,487 | 930 | 0.85% | 0.96% | 365 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| VICUS CAPITAL | History | Reduced | 17,299 | 920 | 0.07% | 0.07% | 366 | -68 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Centennial Bank/AR/ | History | New | 17,166 | 913 | 0.33% | — | 367 | +17,166 | New | Q1 2026 | May 06, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 16,925 | 900 | 0.13% | 0.18% | 368 | -751 | -4.25% | Q1 2026 | May 04, 2026 |
| PW Nova Financial Services LLC | History | Added to | 16,910 | 899 | 0.23% | 0.26% | 369 | +4,088 | 31.88% | Q1 2026 | Apr 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 16,684 | 887 | 0.04% | 0.04% | 370 | -1 | -0.01% | Q1 2026 | May 06, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 16,435 | 874 | 0.54% | 0.54% | 371 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 16,354 | 870 | 0.54% | — | 372 | +16,354 | New | Q1 2026 | Apr 14, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 16,212 | 862 | 0.77% | 0.69% | 373 | +1,231 | 8.22% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,188 | 861 | 0.03% | 0.03% | 374 | -381 | -2.3% | Q1 2026 | May 12, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 16,071 | 855 | 0.39% | 0.39% | 375 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 16,025 | 852 | 0.58% | 0.56% | 376 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 15,890 | 845 | 0.35% | 0.34% | 377 | +284 | 1.82% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | Added to | 15,737 | 837 | 0.07% | 0.02% | 379 | +11,539 | 274.87% | Q1 2026 | Apr 16, 2026 |
| Bangor Savings Bank | History | Added to | 15,737 | 837 | 0.07% | 0.07% | 378 | +510 | 3.35% | Q1 2026 | Apr 01, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 15,278 | 813 | 0.24% | 0.25% | 380 | +3 | 0.02% | Q1 2026 | May 20, 2026 |
| Mattson Financial Services, LLC | History | Added to | 15,102 | 803 | 0.19% | 0.19% | 381 | +331 | 2.24% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,079 | 802 | 0.01% | 0.01% | 382 | +706 | 4.91% | Q1 2026 | Apr 20, 2026 |
| F/m Investments LLC | History | Reduced | 15,053 | 800 | 0.05% | 0.05% | 383 | -9,363 | -38.35% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,021 | 799 | 0.02% | 0.03% | 384 | -268 | -1.75% | Q1 2026 | May 13, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 15,024 | 799 | 0.83% | 0.75% | 385 | -102 | -0.67% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,844 | 790 | 0.02% | 0.02% | 386 | +248 | 1.7% | Q1 2026 | Apr 21, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 14,850 | 790 | 0.17% | 0.17% | 387 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 14,815 | 788 | 0.26% | 0.26% | 388 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 14,773 | 786 | 0.3% | 0.16% | 389 | +2,609 | 21.45% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | New | 14,720 | 783 | 0.26% | — | 391 | +14,720 | New | Q1 2026 | May 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,713 | 783 | 0.01% | 0.01% | 390 | -398 | -2.63% | Q1 2026 | May 14, 2026 |
| ALLIANZ SE | History | No change | 14,597 | 776 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brucke Financial, Inc. | History | Reduced | 14,423 | 767 | 0.39% | 0.44% | 393 | -436 | -2.93% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 14,345 | 763 | 0.04% | 0.03% | 394 | +3,466 | 31.86% | Q1 2026 | Apr 30, 2026 |
| 4J Wealth Management LLC | History | Reduced | 14,158 | 753 | 0.43% | 0.5% | 395 | -2,128 | -13.07% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 14,079 | 749 | 0.01% | 0.01% | 396 | +4,079 | 40.79% | Q1 2026 | May 05, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 13,883 | 738 | 0.14% | 0.14% | 397 | -244 | -1.73% | Q1 2026 | Apr 29, 2026 |
| Prossimo Advisors, LLC | History | No change | 13,845 | 736 | 4.48% | 4.8% | 398 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,430 | 714 | 0.08% | — | 399 | +13,430 | New | Q1 2026 | May 15, 2026 |
| Miller Capital Partners, Inc. | History | No change | 13,400 | 713 | 0.34% | 0.36% | 400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 13,347 | 710 | 0.1% | 0.15% | 401 | -7,504 | -35.99% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,122 | 698 | 0.06% | 0.05% | 402 | +3,138 | 31.43% | Q1 2026 | Apr 30, 2026 |
| Hudson Portfolio Management LLC | History | No change | 13,090 | 696 | 0.59% | 0.61% | 403 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 13,066 | 695 | 0.21% | 0.2% | 404 | +834 | 6.82% | Q1 2026 | Apr 20, 2026 |
| Stelac Advisory Services LLC | History | New | 12,718 | 676 | 0.14% | — | 405 | +12,718 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 12,674 | 674 | 0.05% | 0.04% | 406 | +2,849 | 29.0% | Q1 2026 | Apr 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 12,520 | 666 | 0.02% | 0.02% | 407 | +3,884 | 44.97% | Q1 2026 | Apr 20, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 12,478 | 664 | 0.53% | 0.49% | 408 | +2,040 | 19.54% | Q1 2026 | May 07, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 12,375 | 658 | 0.01% | 0.01% | 409 | +520 | 4.39% | Q1 2026 | Apr 16, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 12,301 | 654 | 0.07% | 0.04% | 411 | +4,682 | 61.45% | Q1 2026 | May 08, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 12,300 | 654 | 0.11% | 0.11% | 410 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 12,028 | 640 | 0.01% | — | 412 | +12,028 | New | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,014 | 639 | 0.01% | 0.01% | 413 | +468 | 4.05% | Q1 2026 | May 15, 2026 |
| GFI Investment Counsel Ltd. | History | No change | 11,984 | 637 | 0.09% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | New | 11,919 | 634 | 0.26% | — | 415 | +11,919 | New | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 11,857 | 631 | 0.08% | 0.09% | 416 | -1,594 | -11.85% | Q1 2026 | May 05, 2026 |
| Merited Wealth, LLC | History | Added to | 11,854 | 630 | 0.52% | 0.54% | 418 | +1,023 | 9.45% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Management LLC | History | Added to | 11,850 | 630 | 0.06% | 0.08% | 417 | +92 | 0.78% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,785 | 627 | 0.02% | 0.01% | 419 | +319 | 2.78% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,624 | 618 | 0.01% | 0.04% | 420 | -25,188 | -68.42% | Q1 2026 | Apr 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 11,607 | 617 | 0.19% | 0.18% | 421 | -115 | -0.98% | Q1 2026 | Apr 27, 2026 |
| COURIER CAPITAL LLC | History | Added to | 11,528 | 613 | 0.03% | 0.03% | 422 | +168 | 1.48% | Q1 2026 | Apr 23, 2026 |
| EFG International AG | History | No change | 11,490 | 611 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 11,480 | 610 | 0.19% | 0.16% | 424 | +1,604 | 16.24% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 11,270 | 599 | 0.32% | 0.28% | 425 | +1,981 | 21.33% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,076 | 589 | 0.01% | 0.01% | 426 | +1,067 | 10.66% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 10,969 | 583 | 0.01% | 0.01% | 427 | -1,788 | -14.02% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 10,935 | 581 | 0.01% | 0.01% | 428 | -1,747 | -13.78% | Q1 2026 | May 12, 2026 |
| SAGE ADVISORS, LLC | History | No change | 10,716 | 577 | 0.38% | 0.38% | 429 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keel Point, LLC | History | No change | 10,591 | 570 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | Reduced | 10,679 | 568 | 0.04% | 0.05% | 431 | -1,511 | -12.4% | Q1 2026 | May 08, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 10,624 | 565 | 0.02% | 0.02% | 432 | +378 | 3.69% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 10,492 | 558 | 0.2% | 0.28% | 433 | +196 | 1.9% | Q1 2026 | May 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 10,434 | 555 | 0.27% | 0.26% | 434 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 10,402 | 553 | 0.01% | 0.01% | 437 | +673 | 6.92% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 10,394 | 553 | 0.06% | 0.06% | 435 | -466 | -4.29% | Q1 2026 | Apr 28, 2026 |
| Simmons Bank | History | No change | 10,406 | 553 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ascent Group, LLC | History | Reduced | 10,120 | 538 | 0.02% | 0.02% | 438 | -72 | -0.71% | Q1 2026 | May 15, 2026 |
| Navigation Group, LLC | History | New | 10,102 | 537 | 0.13% | — | 439 | +10,102 | New | Q1 2026 | May 05, 2026 |
| Expressive Wealth LLC | History | Added to | 10,065 | 536 | 0.51% | 0.25% | 440 | +5,681 | 129.58% | Q1 2026 | May 11, 2026 |
| Apriem Advisors | History | Added to | 10,019 | 533 | 0.05% | 0.02% | 441 | +5,297 | 112.18% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 9,959 | 530 | 0.0% | 0.0% | 442 | +577 | 6.15% | Q1 2026 | May 11, 2026 |
| Headlands Technologies LLC | History | New | 9,792 | 521 | 0.06% | — | 444 | +9,792 | New | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 9,807 | 521 | 0.28% | 0.29% | 443 | +30 | 0.31% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,758 | 519 | 0.01% | 0.01% | 445 | +3,996 | 69.35% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,740 | 518 | 0.01% | 0.01% | 446 | -1,002 | -9.33% | Q1 2026 | Apr 10, 2026 |
| McAdam, LLC | History | Added to | 9,729 | 517 | 0.02% | 0.02% | 447 | +3,162 | 48.15% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 9,667 | 514 | 0.01% | — | 448 | +9,667 | New | Q1 2026 | May 15, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 3,209 | 508 | 0.38% | — | 450 | +3,209 | New | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,559 | 508 | 0.03% | 0.03% | 449 | -50 | -0.52% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,528 | 507 | 0.02% | 0.02% | 451 | +1,434 | 17.72% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,485 | 504 | 0.07% | 0.07% | 452 | -107 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Emerald Investment Advisers, LLC | History | New | 9,427 | 501 | 0.05% | — | 453 | +9,427 | New | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 9,408 | 500 | 0.11% | 0.11% | 455 | +246 | 2.69% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Reduced | 9,404 | 500 | 0.02% | 0.02% | 454 | -23 | -0.24% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,357 | 497 | 0.0% | 0.0% | 456 | +3,730 | 66.29% | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 9,314 | 495 | 0.25% | 0.26% | 457 | +395 | 4.43% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 9,290 | 494 | 0.0% | 0.0% | 458 | +4,011 | 75.98% | Q1 2026 | May 05, 2026 |
| Bellecapital International Ltd. | History | Reduced | 8,936 | 475 | 0.09% | 0.09% | 459 | -400 | -4.28% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 8,947 | 474 | 0.01% | 0.01% | 460 | +495 | 5.86% | Q1 2026 | Apr 28, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,805 | 468 | 0.21% | 0.21% | 461 | +8 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Stokes Family Office, LLC | History | No change | 8,663 | 461 | 0.05% | 0.04% | 462 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop Partners LLC | History | Reduced | 8,655 | 460 | 0.12% | 0.12% | 464 | -236 | -2.65% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 8,555 | 460 | 0.09% | 0.09% | 463 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 8,449 | 449 | 0.21% | — | 465 | +8,449 | New | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,429 | 448 | 0.0% | 0.0% | 466 | -673 | -7.39% | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | Reduced | 8,386 | 446 | 0.55% | 0.58% | 467 | -1,342 | -13.8% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,199 | 436 | 0.0% | 0.0% | 468 | +832 | 11.29% | Q1 2026 | May 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 8,129 | 432 | 0.06% | 0.04% | 469 | +2,672 | 48.96% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,109 | 431 | 0.01% | 0.01% | 470 | -59 | -0.72% | Q1 2026 | Apr 09, 2026 |
| Ceeto Capital Group, LLC | History | No change | 8,000 | 426 | 0.13% | 0.13% | 471 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,997 | 425 | 0.01% | 0.01% | 473 | -162 | -1.99% | Q1 2026 | May 07, 2026 |
| Peoples Bank/KS | History | No change | 8,000 | 425 | 0.43% | 0.43% | 472 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 7,945 | 422 | 0.06% | 0.06% | 474 | -434 | -5.18% | Q1 2026 | May 01, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,869 | 418 | 0.44% | — | 475 | +7,869 | New | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | Added to | 7,824 | 416 | 0.02% | 0.01% | 476 | +3,001 | 62.22% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | New | 7,726 | 411 | 0.03% | — | 477 | +7,726 | New | Q1 2026 | May 05, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 7,722 | 410 | 0.14% | 0.16% | 478 | -1,557 | -16.78% | Q1 2026 | May 06, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 7,682 | 408 | 0.04% | 0.03% | 479 | +275 | 3.71% | Q1 2026 | May 14, 2026 |
| Exchange Bank | History | No change | 7,672 | 408 | 0.28% | 0.29% | 480 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,619 | 405 | 0.02% | 0.02% | 481 | -35 | -0.46% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 7,427 | 395 | 0.03% | 0.02% | 482 | +1,105 | 17.48% | Q1 2026 | Apr 28, 2026 |
| Wynn Capital, LLC | History | No change | 7,400 | 393 | 0.2% | 0.19% | 483 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,331 | 390 | 0.0% | 0.0% | 484 | +2,070 | 39.35% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 7,141 | 380 | 0.02% | 0.02% | 486 | +269 | 3.91% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | No change | 7,149 | 380 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,021 | 373 | 0.01% | 0.01% | 487 | -668 | -8.69% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | New | 6,985 | 371 | 0.0% | — | 488 | +6,985 | New | Q1 2026 | May 01, 2026 |
| Adams Wealth Management | History | Reduced | 6,892 | 366 | 0.08% | 0.1% | 490 | -1,942 | -21.98% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 6,892 | 366 | 0.07% | 0.09% | 491 | -1,942 | -21.98% | Q1 2026 | May 11, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 6,829 | 366 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FC Advisory LLC | History | Added to | 6,836 | 363 | 0.11% | 0.11% | 492 | +40 | 0.59% | Q1 2026 | Apr 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 6,758 | 359 | 0.02% | 0.01% | 494 | +1,742 | 34.73% | Q1 2026 | Apr 08, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,746 | 359 | 0.11% | 0.12% | 493 | -919 | -11.99% | Q1 2026 | Apr 22, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 6,740 | 358 | 0.01% | 0.01% | 495 | -1,279 | -15.95% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,726 | 357 | 0.0% | — | 496 | +6,726 | New | Q1 2026 | May 12, 2026 |
| Paragon Capital Management Ltd | History | Added to | 6,515 | 346 | 0.07% | 0.07% | 497 | +30 | 0.46% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,487 | 345 | 0.03% | 0.03% | 499 | -659 | -9.22% | Q1 2026 | May 13, 2026 |
| BSW Wealth Partners | History | No change | 6,500 | 345 | 0.04% | 0.04% | 498 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 6,408 | 341 | 0.18% | 0.2% | 500 | -644 | -9.13% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,386 | 339 | 0.02% | 0.01% | 501 | +426 | 7.15% | Q1 2026 | Apr 20, 2026 |
| Kelly Financial Services LLC | History | Reduced | 6,381 | 339 | 0.08% | 0.09% | 502 | -220 | -3.33% | Q1 2026 | Apr 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 6,347 | 337 | 0.03% | 0.03% | 503 | +175 | 2.84% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,147 | 327 | 0.01% | 0.01% | 504 | +32 | 0.52% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,121 | 325 | 0.01% | 0.01% | 505 | +2,866 | 88.05% | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | Reduced | 6,118 | 325 | 0.17% | 0.18% | 506 | -37 | -0.6% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 6,096 | 324 | 0.02% | 0.02% | 507 | -249 | -3.92% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,038 | 321 | 0.0% | 0.0% | 508 | -44 | -0.72% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,013 | 320 | 0.01% | 0.02% | 509 | -4,501 | -42.81% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,996 | 319 | 0.04% | 0.04% | 511 | +689 | 12.98% | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 6,000 | 319 | 0.04% | 0.04% | 510 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Roan Capital Partners | History | New | 5,932 | 315 | 0.29% | — | 512 | +5,932 | New | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 5,848 | 310 | 0.06% | 0.09% | 514 | +621 | 11.88% | Q1 2026 | May 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 5,825 | 310 | 0.05% | 0.05% | 513 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,821 | 309 | 0.02% | 0.02% | 516 | +700 | 13.67% | Q1 2026 | Apr 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 5,815 | 309 | 0.01% | 0.01% | 515 | +165 | 2.92% | Q1 2026 | Apr 24, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 5,712 | 303 | 0.18% | 0.19% | 517 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TCTC Holdings, LLC | History | Reduced | 5,655 | 300 | 0.01% | 0.01% | 518 | -232 | -3.94% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,653 | 300 | 0.02% | 0.02% | 519 | -12 | -0.21% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | New | 5,577 | 298 | 0.12% | — | 520 | +5,577 | New | Q1 2026 | Apr 27, 2026 |
| Man Group plc | History | Reduced | 5,571 | 296 | 0.0% | 0.01% | 521 | -129,445 | -95.87% | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 5,505 | 292 | 0.22% | — | 523 | +5,505 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,504 | 292 | 0.0% | 0.0% | 522 | +1,501 | 37.5% | Q1 2026 | May 13, 2026 |
| SIMA Wealth Partners, LLC | History | New | 5,470 | 291 | 0.22% | — | 527 | +5,470 | New | Q1 2026 | May 15, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 5,479 | 291 | 0.07% | 0.06% | 524 | +1,000 | 22.33% | Q1 2026 | Apr 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,484 | 291 | 0.02% | 0.02% | 525 | -345 | -5.92% | Q1 2026 | May 21, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 5,470 | 291 | 0.08% | 0.08% | 526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 5,387 | 286 | 0.01% | 0.02% | 528 | -928 | -14.7% | Q1 2026 | May 05, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 5,373 | 285 | 0.19% | 0.2% | 529 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | New | 5,337 | 284 | 0.02% | — | 530 | +5,337 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,235 | 278 | 0.01% | 0.01% | 532 | +651 | 14.2% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,230 | 278 | 0.1% | 0.09% | 531 | +27 | 0.52% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,210 | 277 | 0.01% | 0.01% | 533 | -200 | -3.7% | Q1 2026 | May 12, 2026 |
| RiverGlades Family Offices LLC | History | New | 5,185 | 275 | 0.16% | — | 534 | +5,185 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,139 | 273 | 0.0% | 0.0% | 535 | -398 | -7.19% | Q1 2026 | May 13, 2026 |
| Lee Financial Co | History | No change | 4,950 | 263 | 0.04% | 0.04% | 536 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 4,939 | 262 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 4,931 | 260 | 0.01% | 0.01% | 538 | -240 | -4.64% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 4,805 | 258 | 0.0% | 0.01% | 539 | +90 | 1.91% | Q1 2026 | Apr 20, 2026 |
| Y.D. More Investments Ltd | History | Added to | 4,880 | 257 | 0.01% | 0.01% | 540 | +580 | 13.49% | Q1 2026 | May 04, 2026 |
| RDA Financial Network | History | New | 4,772 | 253 | 0.06% | — | 541 | +4,772 | New | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,737 | 252 | 0.0% | — | 543 | +4,737 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 4,746 | 252 | 0.0% | 0.0% | 542 | -2,085 | -30.52% | Q1 2026 | May 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 4,679 | 249 | 0.15% | 0.16% | 544 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 2,400 | 247 | 0.07% | — | 545 | +2,400 | New | Q1 2026 | May 01, 2026 |
| Crumly & Associates Inc. | History | No change | 4,625 | 246 | 0.05% | 0.05% | 546 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Facet Wealth, Inc. | History | New | 4,574 | 243 | 0.0% | — | 548 | +4,574 | New | Q1 2026 | May 07, 2026 |
| Prostatis Group LLC | History | Added to | 4,569 | 243 | 0.06% | 0.06% | 547 | +32 | 0.71% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,550 | 242 | 0.01% | 0.02% | 549 | +465 | 11.38% | Q1 2026 | Apr 21, 2026 |
| John W. Brooker & Co., CPAs | History | New | 4,539 | 241 | 0.38% | — | 550 | +4,539 | New | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,500 | 239 | 0.0% | — | 552 | +4,500 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,502 | 239 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,477 | 238 | 0.0% | 0.0% | 553 | +589 | 15.15% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,414 | 234 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 4,403 | 234 | 0.12% | 0.13% | 555 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | New | 4,396 | 233 | 0.01% | — | 556 | +4,396 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 4,361 | 232 | 0.01% | 0.01% | 557 | -1,517 | -25.81% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 4,363 | 232 | 0.0% | 0.0% | 558 | -369 | -7.8% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 4,352 | 231 | 0.01% | 0.01% | 559 | +2,439 | 127.5% | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | New | 4,328 | 230 | 0.01% | — | 561 | +4,328 | New | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,336 | 230 | 0.0% | 0.0% | 560 | +250 | 6.12% | Q1 2026 | Apr 30, 2026 |
| UNION SAVINGS BANK | History | No change | 4,269 | 227 | 0.1% | 0.1% | 562 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,255 | 226 | 0.01% | 0.01% | 564 | -1,559 | -26.81% | Q1 2026 | May 11, 2026 |
| Farrell Financial LLC | History | Added to | 4,265 | 226 | 0.14% | 0.13% | 565 | +34 | 0.8% | Q1 2026 | Apr 13, 2026 |
| Ledyard National Bank | History | No change | 4,259 | 226 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,239 | 225 | 0.0% | 0.0% | 566 | +3,439 | 429.88% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 4,222 | 224 | 0.07% | 0.07% | 567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | No change | 4,183 | 222 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,598 | 220 | 0.01% | 0.01% | 570 | -139 | -2.93% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,141 | 220 | 0.06% | 0.06% | 569 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | New | 4,097 | 218 | 0.0% | — | 571 | +4,097 | New | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,065 | 216 | 0.01% | 0.0% | 572 | +706 | 21.02% | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 4,036 | 214 | 0.13% | 0.14% | 573 | -93 | -2.25% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | No change | 4,007 | 213 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,974 | 211 | 0.01% | 0.01% | 575 | +12 | 0.3% | Q1 2026 | May 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 3,945 | 210 | 0.12% | 0.13% | 576 | -631 | -13.79% | Q1 2026 | May 07, 2026 |
| Maridea Wealth Management LLC | History | Added to | 3,923 | 208 | 0.03% | 0.03% | 578 | +29 | 0.74% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | No change | 3,915 | 208 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Severin Investments, LLC | History | New | 3,889 | 206 | 0.18% | — | 579 | +3,889 | New | Q1 2026 | Apr 24, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,824 | 203 | 0.01% | — | 581 | +3,824 | New | Q1 2026 | May 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,792 | 203 | 0.09% | 0.1% | 580 | -400 | -9.54% | Q1 2026 | Apr 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,795 | 201 | 0.03% | 0.04% | 582 | +317 | 9.11% | Q1 2026 | May 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 3,777 | 200 | 0.11% | 0.11% | 584 | +21 | 0.56% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,773 | 200 | 0.02% | 0.02% | 583 | -7 | -0.19% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,739 | 198 | 0.02% | 0.02% | 585 | +410 | 12.32% | Q1 2026 | Apr 21, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,689 | 198 | 0.05% | 0.05% | 586 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,656 | 194 | 0.0% | 0.0% | 587 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,526 | 187 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,435 | 182 | 0.0% | 0.0% | 589 | +994 | 40.72% | Q1 2026 | May 08, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 3,365 | 179 | 0.14% | 0.14% | 590 | -103 | -2.97% | Q1 2026 | Apr 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 3,350 | 177 | 0.09% | — | 592 | +3,350 | New | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 3,329 | 177 | 0.02% | 0.02% | 591 | +18 | 0.54% | Q1 2026 | May 11, 2026 |
| CNB Bank | History | Reduced | 2,858 | 152 | 0.06% | 0.07% | 593 | -327 | -10.27% | Q1 2026 | May 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,486 | 132 | 0.03% | 0.04% | 594 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,424 | 129 | 0.01% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Piscataqua Savings Bank | History | No change | 2,225 | 118 | 0.08% | 0.08% | 596 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,217 | 117 | 0.01% | 0.01% | 597 | -495 | -18.25% | Q1 2026 | May 01, 2026 |
| General Partner, Inc. | History | No change | 2,165 | 115 | 0.07% | 0.07% | 598 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 2,049 | 109 | 0.04% | 0.01% | 599 | +1,727 | 536.34% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 2,017 | 107 | 0.01% | 0.01% | 600 | -800 | -28.4% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,023 | 107 | 0.0% | 0.0% | 601 | +272 | 15.53% | Q1 2026 | Apr 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,000 | 106 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,988 | 105 | 0.0% | 0.0% | 603 | +971 | 95.48% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 1,900 | 101 | 0.07% | — | 604 | +1,900 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,897 | 100 | 0.0% | 0.0% | 605 | -859 | -31.17% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 1,815 | 96 | 0.04% | — | 606 | +1,815 | New | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | Added to | 1,793 | 95 | 0.03% | 0.03% | 607 | +4 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,650 | 88 | 0.06% | 0.06% | 608 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,614 | 85 | 0.04% | 0.04% | 609 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 1,593 | 84 | 0.0% | 0.0% | 610 | -862 | -35.11% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,471 | 78 | 0.04% | 0.09% | 613 | -1,707 | -53.71% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,483 | 78 | 0.01% | 0.01% | 612 | -129 | -8.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,470 | 78 | 0.02% | 0.02% | 611 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,432 | 76 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | Reduced | 1,413 | 75 | 0.04% | 0.04% | 615 | -62 | -4.2% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,396 | 74 | 0.01% | 0.01% | 616 | -770 | -35.55% | Q1 2026 | May 05, 2026 |
| Pacific Center for Financial Services | History | No change | 1,404 | 74 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 1,299 | 69 | 0.0% | 0.0% | 618 | -87 | -6.28% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,306 | 69 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,273 | 67 | 0.0% | 0.0% | 620 | -2,568 | -66.86% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,209 | 64 | 0.0% | — | 621 | +1,209 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 1,196 | 63 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Motiv8 Investments LLC | History | No change | 1,060 | 57 | 0.03% | 0.03% | 623 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,000 | 53 | 0.0% | 0.0% | 624 | -849 | -45.92% | Q1 2026 | Apr 30, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,000 | 53 | 0.05% | 0.05% | 625 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 972 | 51 | 0.03% | 0.01% | 626 | +714 | 276.74% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Added to | 859 | 45 | 0.01% | 0.01% | 627 | +26 | 3.12% | Q1 2026 | Apr 24, 2026 |
| BankChampaign, National Association | History | Added to | 778 | 41 | 0.04% | 0.0% | 628 | +328 | 72.89% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 756 | 40 | 0.0% | 0.0% | 629 | +6 | 0.8% | Q1 2026 | May 07, 2026 |
| Mechanics Financial Corp | History | No change | 764 | 40 | 0.02% | 0.02% | 630 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 750 | 39 | 0.02% | — | 632 | +750 | New | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 742 | 39 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 659 | 35 | 0.01% | 0.01% | 633 | +5 | 0.76% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | New | 604 | 32 | 0.02% | — | 636 | +604 | New | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 611 | 32 | 0.01% | 0.0% | 635 | +481 | 370.0% | Q1 2026 | May 11, 2026 |
| JCIC Asset Management Inc. | History | No change | 620 | 32 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 570 | 30 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 570 | 30 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 547 | 29 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 544 | 28 | 0.01% | 0.01% | 642 | -25 | -4.39% | Q1 2026 | Apr 17, 2026 |
| WestEnd Advisors, LLC | History | Added to | 527 | 28 | 0.0% | 0.0% | 641 | +16 | 3.13% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 543 | 28 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 515 | 27 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 494 | 26 | 0.01% | — | 647 | +494 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 497 | 26 | 0.01% | 0.0% | 646 | +446 | 874.51% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 505 | 26 | 0.0% | 0.0% | 644 | -229 | -31.2% | Q1 2026 | Apr 20, 2026 |
| Rossmore Private Capital | History | No change | 500 | 26 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 487 | 25 | 0.01% | — | 650 | +487 | New | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | New | 483 | 25 | 0.01% | — | 651 | +483 | New | Q1 2026 | May 06, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 487 | 25 | 0.01% | 0.01% | 649 | +4 | 0.83% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 475 | 25 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 450 | 23 | 0.01% | — | 653 | +450 | New | Q1 2026 | Apr 28, 2026 |
| EPG Wealth Management LLC | History | Added to | 449 | 23 | 0.01% | 0.01% | 652 | +2 | 0.45% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 423 | 22 | 0.0% | — | 656 | +423 | New | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 421 | 22 | 0.0% | 0.0% | 655 | +3 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | No change | 428 | 22 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 406 | 21 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 380 | 20 | 0.0% | 0.0% | 658 | -524 | -57.96% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 387 | 20 | 0.01% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 364 | 19 | 0.0% | 0.0% | 660 | -68 | -15.74% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 350 | 18 | 0.01% | — | 662 | +350 | New | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 340 | 18 | 0.0% | 0.0% | 661 | +3 | 0.89% | Q1 2026 | May 20, 2026 |
| Colonial Trust Advisors | History | No change | 330 | 17 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Friedenthal Financial | History | No change | 323 | 17 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 313 | 16 | 0.0% | 0.0% | 665 | -57 | -15.41% | Q1 2026 | Apr 27, 2026 |
| West Branch Capital LLC | History | New | 287 | 15 | 0.0% | — | 668 | +287 | New | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 288 | 15 | 0.0% | 0.0% | 666 | +5 | 1.77% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 266 | 14 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | New | 228 | 12 | 0.0% | — | 672 | +228 | New | Q1 2026 | Apr 21, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 231 | 12 | 0.0% | 0.0% | 670 | +1 | 0.43% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 239 | 12 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 208 | 11 | 0.0% | 0.01% | 674 | -1,553 | -88.19% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 222 | 11 | 0.0% | 0.0% | 673 | -1,493 | -87.06% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 218 | 11 | 0.0% | — | 676 | +218 | New | Q1 2026 | Apr 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 208 | 11 | 0.01% | 0.0% | 675 | +187 | 890.48% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 201 | 10 | 0.0% | — | 680 | +201 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 201 | 10 | 0.0% | 0.0% | 678 | +137 | 214.06% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 199 | 10 | 0.0% | 0.0% | 677 | -49 | -19.76% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 197 | 10 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 170 | 9 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 165 | 8 | 0.0% | 0.0% | 683 | +2 | 1.23% | Q1 2026 | Apr 28, 2026 |
| NEPC LLC | History | No change | 160 | 8 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 155 | 8 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Viewpoint Capital Management LLC | History | No change | 142 | 7 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investors Research Corp | History | No change | 120 | 6 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Global Wealth Strategies & Associates | History | New | 104 | 5 | 0.0% | — | 690 | +104 | New | Q1 2026 | Apr 03, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 108 | 5 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 5 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stephens Consulting, LLC | History | No change | 96 | 5 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 77 | 4 | 0.0% | 0.0% | 692 | -537 | -87.46% | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 77 | 4 | 0.0% | — | 694 | +77 | New | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 87 | 4 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 75 | 3 | 0.0% | 0.0% | 696 | -43 | -36.44% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 48 | 3 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avion Wealth | History | No change | 67 | 3 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 63 | 3 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 45 | 2 | 0.0% | 0.0% | 700 | -109 | -70.78% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | New | 56 | 2 | 0.0% | — | 706 | +56 | New | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 40 | 2 | 0.0% | — | 705 | +40 | New | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 52 | 2 | 0.0% | 0.0% | 703 | -2 | -3.7% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 37 | 1 | 0.0% | 0.2% | 710 | -13,700 | -99.73% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 37 | 1 | 0.0% | — | 712 | +37 | New | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 26 | 1 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | No change | 34 | 1 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -327,501 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -238,399 | -100.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 1.28% | — | -81,462 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 1.24% | — | -48,115 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,981 | -100.0% | Q1 2026 | Apr 23, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.58% | — | -22,669 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,294 | -100.0% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -19,693 | -100.0% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -17,777 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Closed out | 0 | 0 | — | 0.16% | — | -11,226 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,447 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Omega Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,829 | -100.0% | Q1 2026 | May 12, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,829 | -100.0% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,784 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,634 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,499 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,611 | -100.0% | Q1 2026 | May 12, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -6,533 | -100.0% | Q1 2026 | May 11, 2026 |
| Beacon Bank & Trust | History | Closed out | 0 | 0 | — | 0.05% | — | -4,867 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,650 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.06% | — | -4,649 | -100.0% | Q1 2026 | May 05, 2026 |
| New World Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,491 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,193 | -100.0% | Q1 2026 | May 07, 2026 |
| Haverford Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,992 | -100.0% | Q1 2026 | May 11, 2026 |
| TME FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,845 | -100.0% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,766 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,728 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,772 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,690 | -100.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,375 | -100.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,169 | -100.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -897 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -832 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -526 | -100.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | Apr 02, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | Apr 06, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 05, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 19 | 0 | — | — | — | +1 | 5.56% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |