iSHARES TRUST - IGM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,352,800 | 397,340 | 0.03% | 0.04% | 1 | -437,449 | -11.54% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,077,783 | 276,597 | 1.78% | 1.42% | 2 | -533,514 | -33.11% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,332,770 | 276,456 | 0.02% | 0.02% | 3 | -58,070 | -2.43% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,858,032 | 220,195 | 4.46% | 4.81% | 4 | +10,357 | 0.56% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,781,026 | 211,069 | 0.06% | 0.06% | 5 | +104,337 | 6.22% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,752,373 | 207,673 | 0.06% | 0.07% | 6 | -21,100 | -1.19% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,449,301 | 171,756 | 0.05% | 0.05% | 7 | -4,642 | -0.32% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,234,791 | 146,337 | 0.03% | 0.03% | 8 | -36,408 | -2.86% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,236,061 | 140,058 | 0.01% | 0.02% | 9 | -1,312,357 | -51.5% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,019,059 | 120,768 | 0.16% | 0.18% | 10 | -6,269 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 998,105 | 118,285 | 0.29% | 0.31% | 11 | -37,725 | -3.64% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 952,453 | 112,875 | 0.16% | 0.18% | 12 | +9,563 | 1.01% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 836,049 | 99,085 | 2.39% | 2.48% | 13 | +12,355 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 811,567 | 96,178 | 0.49% | 0.56% | 14 | +27,153 | 3.46% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Reduced | 620,654 | 73,553 | 1.91% | 2.11% | 15 | -4,565 | -0.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 564,285 | 66,873 | 0.01% | 0.01% | 16 | +51,398 | 10.02% | Q1 2026 | May 05, 2026 |
| Gray Foundation | History | No change | 559,116 | 66,260 | 16.7% | 18.12% | 17 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 546,560 | 64,758 | 0.01% | 0.02% | 18 | -219,151 | -28.62% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 491,737 | 58,275 | 0.08% | 0.08% | 19 | +7,215 | 1.49% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 482,300 | 57,157 | 0.02% | 0.09% | 20 | +217,300 | 82.0% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 383,285 | 45,423 | 0.01% | 0.01% | 21 | -41,092 | -9.68% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 368,785 | 43,704 | 0.68% | 0.71% | 22 | -3,016 | -0.81% | Q1 2026 | May 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 345,165 | 40,907 | 5.04% | 5.25% | 23 | -6,034 | -1.72% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | New | 335,739 | 39,788 | 0.03% | — | 24 | +335,739 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 291,804 | 34,581 | 0.02% | 0.02% | 25 | +2,924 | 1.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 288,020 | 34,133 | 0.03% | 0.03% | 26 | +7,323 | 2.61% | Q1 2026 | May 12, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 256,060 | 30,345 | 5.48% | 5.83% | 27 | +1,165 | 0.46% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 232,471 | 27,550 | 0.11% | 0.12% | 28 | -1,576 | -0.67% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 229,472 | 27,194 | 0.08% | 0.09% | 29 | -5,986 | -2.54% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 217,525 | 25,782 | 0.04% | 0.04% | 30 | +7,017 | 3.33% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 189,559 | 22,464 | 0.0% | 0.0% | 31 | -12,393 | -6.14% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 145,779 | 18,427 | 0.02% | 0.02% | 32 | -13,813 | -8.66% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 153,021 | 18,134 | 0.0% | 0.0% | 33 | +73,384 | 92.15% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 151,371 | 17,939 | 0.02% | 0.03% | 34 | -42,446 | -21.9% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 135,740 | 16,086 | 0.37% | 0.37% | 35 | +5,665 | 4.36% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 130,314 | 15,443 | 0.02% | 0.02% | 36 | -2,261 | -1.71% | Q1 2026 | May 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 123,424 | 14,626 | 2.03% | 2.05% | 37 | +9,468 | 8.31% | Q1 2026 | May 14, 2026 |
| Mathes Company, Inc. | History | Reduced | 123,235 | 14,605 | 5.34% | 5.68% | 38 | -80 | -0.06% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 123,203 | 14,600 | 0.03% | 0.03% | 39 | +17,786 | 16.87% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 122,883 | 14,562 | 0.04% | 0.04% | 40 | -15,332 | -11.09% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 115,929 | 13,738 | 0.09% | 0.12% | 41 | -29,683 | -20.38% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 112,335 | 13,312 | 0.02% | 0.02% | 42 | -1,694 | -1.49% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Added to | 111,809 | 13,250 | 5.24% | 4.68% | 43 | +21,680 | 24.05% | Q1 2026 | Apr 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 106,970 | 12,677 | 0.0% | 0.01% | 44 | -246,571 | -69.74% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 105,011 | 12,444 | 0.07% | 0.07% | 45 | +9,169 | 9.57% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 96,098 | 12,412 | 2.52% | 2.52% | 46 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 104,043 | 12,330 | 0.03% | 0.05% | 47 | -29,495 | -22.09% | Q1 2026 | Apr 30, 2026 |
| Decker Wealth Management LLC | History | Reduced | 103,870 | 12,309 | 2.79% | 3.06% | 48 | -4,270 | -3.95% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 103,327 | 12,245 | 0.02% | 0.02% | 49 | -2,321 | -2.2% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 103,231 | 12,233 | 0.22% | 0.26% | 50 | -8,034 | -7.22% | Q1 2026 | May 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 101,716 | 12,054 | 6.97% | 7.62% | 51 | +2,607 | 2.63% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 100,966 | 11,965 | 0.19% | 0.23% | 52 | -766 | -0.75% | Q1 2026 | Apr 22, 2026 |
| GM Advisory Group, LLC | History | Reduced | 99,698 | 11,815 | 0.45% | 0.51% | 53 | -646 | -0.64% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 98,967 | 11,728 | 0.01% | 0.01% | 54 | -3,817 | -3.71% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 89,590 | 10,617 | 0.11% | — | 55 | +89,590 | New | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | Added to | 86,499 | 10,250 | 7.09% | 7.26% | 56 | +1,755 | 2.07% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 86,242 | 10,220 | 0.05% | 0.06% | 57 | -3,863 | -4.29% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Added to | 85,272 | 10,105 | 2.59% | 2.62% | 58 | +198 | 0.23% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 74,876 | 8,873 | 0.2% | 0.22% | 59 | +41 | 0.05% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 72,169 | 8,552 | 0.02% | 0.02% | 60 | +2,306 | 3.3% | Q1 2026 | May 14, 2026 |
| VMS Asset Management Limited | History | New | 71,020 | 8,416 | 5.14% | — | 61 | +71,020 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 69,263 | 8,208 | 0.08% | 0.01% | 62 | +60,049 | 651.71% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 62,307 | 8,047 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 67,815 | 8,036 | 1.85% | 1.99% | 64 | +290 | 0.43% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 67,500 | 7,999 | 0.01% | — | 65 | +67,500 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 64,135 | 7,600 | 0.27% | 0.29% | 66 | -85 | -0.13% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 63,922 | 7,575 | 0.02% | 0.02% | 67 | -670 | -1.04% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 63,233 | 7,493 | 0.0% | 0.0% | 68 | -8,256 | -11.55% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 62,462 | 7,198 | 0.0% | 0.0% | 69 | +8,416 | 15.57% | Q1 2026 | May 15, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 59,956 | 7,105 | 3.85% | 3.98% | 70 | +3,936 | 7.03% | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 59,566 | 7,059 | 0.03% | 0.03% | 71 | -2,616 | -4.21% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 58,401 | 6,921 | 0.01% | 0.01% | 72 | +6,435 | 12.38% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 55,973 | 6,633 | 0.69% | 0.77% | 73 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Asset Management Group, Inc. | History | Reduced | 55,542 | 6,582 | 1.06% | 1.19% | 74 | -1,404 | -2.47% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 53,017 | 6,283 | 0.32% | 0.36% | 75 | +54 | 0.1% | Q1 2026 | May 07, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 52,508 | 6,222 | 2.93% | 2.96% | 76 | -563 | -1.06% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 52,317 | 6,200 | 0.03% | 0.03% | 77 | -2,360 | -4.32% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 50,163 | 5,944 | 0.06% | 0.06% | 78 | +6,054 | 13.73% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,175 | 5,827 | 0.0% | 0.0% | 79 | +25,875 | 111.05% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 49,069 | 5,815 | 0.26% | 0.29% | 80 | -1,013 | -2.02% | Q1 2026 | Apr 21, 2026 |
| KKM Financial LLC | History | No change | 42,967 | 5,549 | 0.99% | 0.99% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 43,813 | 5,192 | 0.0% | 0.0% | 82 | -8,750 | -16.65% | Q1 2026 | May 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 43,740 | 5,183 | 1.63% | 2.05% | 83 | -7,500 | -14.64% | Q1 2026 | Apr 06, 2026 |
| Cadent Capital Advisors, LLC | History | New | 43,592 | 5,166 | 1.34% | — | 84 | +43,592 | New | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 42,273 | 5,009 | 0.0% | 0.0% | 85 | -4,909 | -10.4% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,716 | 4,943 | 0.0% | 0.0% | 86 | -39,226 | -48.46% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 41,548 | 4,923 | 0.0% | 0.0% | 87 | +1,695 | 4.25% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,080 | 4,868 | 0.01% | 0.01% | 88 | -1,171 | -2.77% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 40,633 | 4,815 | 0.02% | 0.03% | 89 | -7,470 | -15.53% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 40,406 | 4,788 | 0.03% | 0.02% | 90 | +5,712 | 16.46% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 40,086 | 4,750 | 0.0% | 0.0% | 91 | +1,906 | 4.99% | Q1 2026 | May 12, 2026 |
| Paragon Advisors, LLC | History | Reduced | 37,969 | 4,499 | 1.21% | 1.35% | 92 | -615 | -1.59% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,659 | 4,462 | 0.01% | 0.01% | 93 | +2,076 | 5.83% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,629 | 4,340 | 0.06% | 0.09% | 94 | -10,431 | -22.17% | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 36,273 | 4,298 | 1.04% | 1.13% | 95 | +155 | 0.43% | Q1 2026 | May 05, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 35,257 | 4,178 | 0.99% | 1.11% | 96 | -300 | -0.84% | Q1 2026 | Apr 28, 2026 |
| Campion Asset Management | History | Added to | 33,862 | 4,012 | 2.72% | 2.97% | 97 | +689 | 2.08% | Q1 2026 | May 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 33,422 | 3,960 | 0.32% | 0.36% | 98 | -122 | -0.36% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 28,049 | 3,622 | 0.0% | 0.0% | 99 | +13,364 | 91.0% | Q1 2026 | May 15, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 29,826 | 3,534 | 3.04% | 2.8% | 100 | +2,567 | 9.42% | Q1 2026 | Apr 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 29,609 | 3,509 | 2.3% | 2.44% | 101 | +411 | 1.41% | Q1 2026 | Apr 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 28,312 | 3,355 | 0.38% | 0.41% | 102 | -853 | -2.92% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,286 | 3,352 | 0.0% | 0.01% | 103 | -395 | -1.38% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | No change | 28,003 | 3,318 | 1.47% | 1.59% | 104 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,851 | 3,300 | 0.08% | 0.09% | 105 | -137 | -0.49% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,073 | 3,280 | 0.01% | 0.01% | 106 | -3,603 | -11.75% | Q1 2026 | Apr 08, 2026 |
| Financial Freedom, LLC | History | Added to | 27,669 | 3,279 | 1.63% | 1.72% | 107 | +777 | 2.89% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,262 | 3,230 | 0.01% | 0.0% | 108 | +21,914 | 409.76% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,228 | 3,226 | 0.12% | 0.13% | 109 | -371 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 26,951 | 3,193 | 0.29% | 0.22% | 110 | -1,840 | -6.39% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,601 | 3,152 | 0.04% | 0.04% | 111 | +14 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,838 | 3,062 | 0.06% | 0.06% | 112 | +272 | 1.06% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Reduced | 25,733 | 3,049 | 0.01% | 0.01% | 113 | -3,189 | -11.03% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,693 | 3,044 | 0.01% | 0.01% | 114 | +1,302 | 5.34% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 25,403 | 3,010 | 0.0% | 0.0% | 115 | -119 | -0.47% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 25,371 | 3,006 | 0.03% | 0.04% | 116 | -3,692 | -12.7% | Q1 2026 | May 08, 2026 |
| LM Advisors LLC | History | Reduced | 356 | 3,000 | 0.05% | 0.05% | 117 | -31 | -8.01% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 23,133 | 2,987 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 24,475 | 2,900 | 0.03% | 0.01% | 119 | +19,334 | 376.07% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 24,231 | 2,872 | 0.02% | — | 120 | +24,231 | New | Q1 2026 | Apr 07, 2026 |
| Wallace Hart LLC | History | Added to | 24,187 | 2,866 | 3.95% | 1.37% | 121 | +9,772 | 67.79% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 23,580 | 2,794 | 0.03% | 0.04% | 122 | -3,853 | -14.05% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 23,974 | 2,716 | 0.17% | 0.14% | 123 | -345 | -1.42% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 22,193 | 2,630 | 0.19% | 0.19% | 124 | +1,933 | 9.54% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,094 | 2,618 | 0.01% | 0.01% | 125 | +272 | 1.25% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 21,905 | 2,595 | 0.05% | — | 126 | +21,905 | New | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 21,533 | 2,551 | 0.02% | 0.03% | 127 | -5,274 | -19.67% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 20,873 | 2,473 | 0.01% | 0.02% | 128 | -3,365 | -13.88% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,767 | 2,461 | 0.0% | 0.06% | 129 | -1,289,333 | -98.41% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 20,768 | 2,461 | 0.03% | 0.03% | 130 | -707 | -3.29% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 20,149 | 2,387 | 0.17% | 0.18% | 131 | +1,494 | 8.01% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,571 | 2,317 | 0.0% | 0.0% | 132 | -1,202 | -5.79% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,818 | 2,230 | 0.0% | 0.0% | 133 | +18,451 | 5027.52% | Q1 2026 | May 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 18,593 | 2,203 | 0.96% | 1.05% | 134 | -342 | -1.81% | Q1 2026 | Apr 28, 2026 |
| BXM Wealth LLC | History | Reduced | 17,622 | 2,088 | 1.61% | 1.9% | 135 | -1,475 | -7.72% | Q1 2026 | Apr 23, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 17,402 | 2,062 | 0.8% | 0.85% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Reduced | 17,033 | 2,018 | 0.01% | 0.01% | 137 | -305 | -1.76% | Q1 2026 | May 12, 2026 |
| Security Financial Services, INC. | History | No change | 15,567 | 2,010 | 0.32% | 0.32% | 138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,210 | 2,008 | 0.04% | — | 139 | +14,210 | New | Q1 2026 | May 01, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 16,700 | 1,979 | 0.41% | 0.48% | 140 | -1,709 | -9.28% | Q1 2026 | Apr 24, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 13,888 | 1,962 | 0.13% | 0.13% | 141 | -800 | -5.45% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 16,513 | 1,956 | 0.19% | 0.21% | 142 | -535 | -3.14% | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 15,720 | 1,862 | 0.76% | 0.86% | 143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | Added to | 15,449 | 1,830 | 1.26% | 1.18% | 144 | +2,658 | 20.78% | Q1 2026 | May 04, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 15,279 | 1,810 | 0.22% | 0.25% | 145 | -24 | -0.16% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 15,111 | 1,790 | 1.24% | 1.24% | 146 | +575 | 3.96% | Q1 2026 | Apr 07, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 14,264 | 1,690 | 0.22% | 0.23% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,079 | 1,668 | 0.03% | 0.04% | 148 | -637 | -4.33% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,068 | 1,667 | 0.19% | 0.21% | 149 | -17 | -0.12% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 13,550 | 1,605 | 0.06% | 0.07% | 150 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,500 | 1,599 | 0.05% | 0.06% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,441 | 1,592 | 0.0% | 0.0% | 152 | +989 | 7.94% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,243 | 1,569 | 0.05% | — | 153 | +13,243 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 13,142 | 1,559 | 0.49% | 0.54% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,640 | 1,497 | 0.01% | 0.01% | 155 | -637 | -4.8% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,439 | 1,474 | 0.0% | 0.0% | 156 | +693 | 5.9% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,140 | 1,438 | 0.14% | 0.15% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,059 | 1,429 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 11,826 | 1,401 | 0.29% | 0.37% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,792 | 1,397 | 0.0% | 0.0% | 160 | +1,239 | 11.74% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 11,698 | 1,386 | 0.04% | 0.04% | 161 | +875 | 8.08% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 11,658 | 1,381 | 0.17% | 0.21% | 162 | -1,452 | -11.08% | Q1 2026 | Apr 21, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 11,624 | 1,377 | 0.14% | 0.17% | 163 | -300 | -2.52% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,121 | 1,317 | 0.03% | 0.04% | 164 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 11,092 | 1,314 | 0.0% | 0.0% | 165 | -315 | -2.76% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 10,807 | 1,280 | 0.18% | 0.23% | 167 | -2,036 | -15.85% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 10,802 | 1,280 | 0.14% | 0.15% | 166 | +2 | 0.02% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,782 | 1,277 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 9,774 | 1,262 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 10,444 | 1,237 | 0.31% | 0.32% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 10,345 | 1,225 | 0.02% | 0.02% | 171 | +556 | 5.68% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,985 | 1,183 | 0.02% | 0.02% | 172 | +2,137 | 27.23% | Q1 2026 | May 18, 2026 |
| CX Institutional | History | Added to | 9,960 | 1,180 | 0.04% | 0.01% | 173 | +7,405 | 289.82% | Q1 2026 | Apr 06, 2026 |
| Summit Financial, LLC | History | Reduced | 9,941 | 1,178 | 0.02% | 0.02% | 174 | -515 | -4.93% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 9,100 | 1,175 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,871 | 1,169 | 0.31% | 0.35% | 176 | +233 | 2.42% | Q1 2026 | May 11, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 9,609 | 1,138 | 0.27% | 0.38% | 177 | -2,847 | -22.86% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,565 | 1,133 | 0.03% | 0.03% | 178 | +1,970 | 25.94% | Q1 2026 | May 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,518 | 1,127 | 0.34% | 0.39% | 179 | +440 | 4.85% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Reduced | 9,471 | 1,122 | 0.07% | 0.08% | 180 | -260 | -2.67% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,440 | 1,119 | 0.01% | 0.01% | 181 | +663 | 7.55% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,430 | 1,117 | 0.01% | 0.01% | 182 | +198 | 2.14% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 9,364 | 1,109 | 0.16% | 0.18% | 183 | -652 | -6.51% | Q1 2026 | Apr 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,667 | 1,106 | 0.13% | 0.12% | 184 | +1,673 | 23.92% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 9,282 | 1,099 | 0.01% | 0.0% | 185 | +6,527 | 236.91% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,216 | 1,092 | 0.01% | 0.01% | 186 | +98 | 1.07% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 9,000 | 1,067 | 0.01% | 0.01% | 187 | -150 | -1.64% | Q1 2026 | May 15, 2026 |
| Bawa N Mallick Trust | History | No change | 9,000 | 1,066 | 0.44% | 0.43% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 8,941 | 1,059 | 0.29% | 0.42% | 189 | -2,826 | -24.02% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,851 | 1,049 | 0.01% | 0.01% | 190 | +227 | 2.63% | Q1 2026 | Apr 28, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 8,666 | 1,027 | 0.43% | 0.18% | 192 | +5,729 | 195.06% | Q1 2026 | Apr 17, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,670 | 1,027 | 0.1% | 0.11% | 191 | -13 | -0.15% | Q1 2026 | Apr 30, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,635 | 1,023 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 8,508 | 1,008 | 0.0% | 0.01% | 194 | +307 | 3.74% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 8,500 | 1,007 | 0.02% | 0.02% | 195 | -267 | -3.05% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 8,420 | 997 | 0.25% | 0.3% | 196 | -234 | -2.7% | Q1 2026 | Apr 29, 2026 |
| Ascent Group, LLC | History | Reduced | 8,220 | 974 | 0.03% | 0.04% | 198 | -9 | -0.11% | Q1 2026 | May 15, 2026 |
| Kearns & Associates LLC | History | No change | 8,226 | 974 | 0.52% | 0.55% | 197 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 7,528 | 957 | 0.05% | 0.08% | 199 | -2,615 | -25.78% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 7,800 | 924 | 0.03% | 0.02% | 200 | +2,202 | 39.34% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 7,621 | 903 | 0.0% | 0.02% | 201 | -47,298 | -86.12% | Q1 2026 | May 08, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 7,625 | 903 | 0.35% | 0.35% | 202 | +455 | 6.35% | Q1 2026 | Apr 22, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 7,475 | 885 | 0.02% | 0.25% | 203 | -64,874 | -89.67% | Q1 2026 | Apr 28, 2026 |
| Embree Financial Group | History | Added to | 7,394 | 876 | 0.1% | 0.12% | 204 | +2 | 0.03% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 7,316 | 867 | 0.11% | — | 205 | +7,316 | New | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,127 | 857 | 0.01% | 0.0% | 206 | +5,080 | 248.17% | Q1 2026 | Apr 07, 2026 |
| Horizon Investments, LLC | History | Added to | 7,208 | 854 | 0.01% | 0.01% | 207 | +2,969 | 70.04% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 7,147 | 847 | 0.01% | 0.02% | 208 | -1,578 | -18.09% | Q1 2026 | May 04, 2026 |
| Lazard Freres Gestion S.A.S. | History | New | 7,110 | 842 | 0.02% | — | 209 | +7,110 | New | Q1 2026 | May 07, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 6,043 | 836 | 0.06% | 0.07% | 210 | -1,793 | -22.88% | Q1 2026 | Apr 29, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 7,000 | 829 | 0.2% | 0.24% | 211 | -329 | -4.49% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 6,794 | 805 | 0.05% | 0.05% | 212 | -55 | -0.8% | Q1 2026 | Apr 23, 2026 |
| Indivisible Partners | History | Reduced | 6,773 | 802 | 0.07% | 0.1% | 213 | -120 | -1.74% | Q1 2026 | Apr 30, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 6,710 | 795 | 0.13% | 0.16% | 214 | -353 | -5.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,701 | 794 | 0.0% | 0.01% | 215 | -4,986 | -42.66% | Q1 2026 | May 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 6,691 | 792 | 0.32% | 0.35% | 216 | +14 | 0.21% | Q1 2026 | May 08, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 6,657 | 788 | 0.29% | 0.32% | 217 | +88 | 1.34% | Q1 2026 | May 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,644 | 787 | 0.04% | 0.05% | 218 | +635 | 10.57% | Q1 2026 | Apr 30, 2026 |
| Asempa Wealth Advisors | History | No change | 6,443 | 775 | 0.68% | 0.72% | 219 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rare Wolf Capital LLC | History | No change | 6,474 | 767 | 0.5% | 0.52% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 5,349 | 763 | 0.1% | 0.11% | 221 | -295 | -5.23% | Q1 2026 | Apr 28, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 6,428 | 761 | 0.18% | 0.2% | 222 | -355 | -5.23% | Q1 2026 | May 08, 2026 |
| Bollard Group LLC | History | Added to | 6,411 | 760 | 0.02% | 0.02% | 224 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,413 | 760 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 6,314 | 748 | 0.02% | 0.03% | 225 | -2,560 | -28.85% | Q1 2026 | Apr 16, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 6,300 | 746 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,197 | 734 | 0.0% | — | 227 | +6,197 | New | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,173 | 731 | 0.12% | 0.12% | 228 | +627 | 11.31% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,162 | 730 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 6,149 | 728 | 0.02% | 0.02% | 230 | +1,144 | 22.86% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,112 | 724 | 0.05% | 0.05% | 231 | -46 | -0.75% | Q1 2026 | May 06, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 6,012 | 712 | 0.42% | 0.45% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spruce Point Capital Management, LLC | History | Reduced | 6,000 | 711 | 0.78% | 4.08% | 233 | -9,200 | -60.53% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | No change | 5,906 | 699 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,896 | 698 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 5,873 | 696 | 0.02% | — | 236 | +5,873 | New | Q1 2026 | May 14, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 5,845 | 692 | 0.35% | 0.45% | 237 | -1,870 | -24.24% | Q1 2026 | Apr 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,828 | 690 | 0.12% | 0.14% | 239 | -774 | -11.72% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,826 | 690 | 0.02% | 0.02% | 238 | -46 | -0.78% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,764 | 683 | 0.01% | 0.01% | 241 | +285 | 5.2% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,292 | 683 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,706 | 676 | 0.01% | 0.01% | 242 | +306 | 5.67% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,665 | 671 | 0.0% | 0.0% | 243 | -228 | -3.87% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,646 | 669 | 0.2% | 0.26% | 244 | -1,584 | -21.91% | Q1 2026 | May 07, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 5,647 | 669 | 0.22% | 0.25% | 245 | -173 | -2.97% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,614 | 665 | 0.08% | 0.05% | 246 | +1,976 | 54.32% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | New | 5,605 | 664 | 0.0% | — | 247 | +5,605 | New | Q1 2026 | May 14, 2026 |
| Tufton Capital Management | History | No change | 5,575 | 660 | 0.12% | 0.13% | 248 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,555 | 658 | 0.03% | 0.02% | 249 | +1,165 | 26.54% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,532 | 655 | 0.05% | 0.06% | 250 | -371 | -6.28% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,495 | 651 | 0.04% | 0.04% | 251 | -42 | -0.76% | Q1 2026 | Apr 09, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,486 | 650 | 0.01% | 0.01% | 252 | -118 | -2.11% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,470 | 648 | 0.12% | 0.12% | 253 | -171 | -3.03% | Q1 2026 | May 20, 2026 |
| Bouchey Financial Group Ltd | History | No change | 5,070 | 644 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Added to | 5,322 | 630 | 0.0% | 0.0% | 255 | +194 | 3.78% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 5,139 | 609 | 0.03% | 0.03% | 256 | +410 | 8.67% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | No change | 5,113 | 605 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 5,064 | 600 | 0.13% | 0.14% | 258 | -83 | -1.61% | Q1 2026 | May 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,034 | 596 | 0.31% | 0.4% | 259 | -1,421 | -22.01% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,005 | 593 | 0.09% | 0.11% | 260 | -683 | -12.01% | Q1 2026 | May 05, 2026 |
| Beaton Management Co. Inc. | History | Added to | 4,950 | 587 | 0.26% | 0.28% | 261 | +100 | 2.06% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,940 | 585 | 0.03% | 0.04% | 262 | -261 | -5.02% | Q1 2026 | Apr 29, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 4,936 | 584 | 0.42% | 0.53% | 263 | -1,005 | -16.92% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,926 | 583 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,919 | 582 | 0.2% | 0.22% | 266 | -32 | -0.65% | Q1 2026 | Apr 29, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 4,918 | 582 | 0.24% | 0.26% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 4,882 | 578 | 0.22% | 2.51% | 267 | -49,874 | -91.08% | Q1 2026 | Apr 08, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,866 | 577 | 0.14% | 0.15% | 268 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 4,807 | 569 | 0.16% | 0.16% | 269 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,694 | 556 | 0.03% | 0.03% | 270 | +138 | 3.03% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 4,684 | 555 | 0.01% | 0.01% | 271 | +106 | 2.32% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,662 | 552 | 0.01% | 0.01% | 272 | +142 | 3.14% | Q1 2026 | May 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,662 | 552 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,640 | 549 | 0.09% | 0.15% | 274 | -1,979 | -29.9% | Q1 2026 | May 06, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 4,613 | 546 | 0.25% | 0.25% | 275 | -26 | -0.56% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 4,589 | 544 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,597 | 544 | 0.03% | 0.04% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,541 | 538 | 0.03% | 0.03% | 278 | +26 | 0.58% | Q1 2026 | May 18, 2026 |
| Family Office Research LLC | History | Reduced | 4,458 | 528 | 0.23% | 0.31% | 280 | -1,341 | -23.12% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,458 | 528 | 0.02% | 0.02% | 279 | +35 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 3,393 | 527 | 0.4% | 0.33% | 281 | +192 | 6.0% | Q1 2026 | May 14, 2026 |
| GatePass Capital, LLC | History | No change | 4,440 | 526 | 0.25% | 0.3% | 282 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 4,320 | 512 | 0.19% | 0.2% | 283 | -25 | -0.58% | Q1 2026 | May 11, 2026 |
| Valued Retirements, Inc. | History | Reduced | 4,316 | 511 | 0.5% | 0.54% | 284 | -4 | -0.09% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,310 | 510 | 0.1% | 0.12% | 285 | -345 | -7.41% | Q1 2026 | Apr 14, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,290 | 508 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,271 | 506 | 0.17% | 0.15% | 287 | +582 | 15.78% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Added to | 4,228 | 501 | 0.2% | 0.21% | 288 | +79 | 1.9% | Q1 2026 | Apr 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 4,189 | 496 | 0.24% | 0.27% | 289 | -119 | -2.76% | Q1 2026 | Apr 22, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 3,757 | 495 | 0.46% | 0.46% | 290 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Osprey Private Wealth LLC | History | No change | 4,102 | 486 | 0.14% | 0.15% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 3,658 | 485 | 0.27% | 0.29% | 292 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Patten Group, Inc. | History | Reduced | 4,069 | 482 | 0.08% | 0.1% | 293 | -41 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,056 | 480 | 0.0% | 0.0% | 294 | +1,569 | 63.09% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 4,025 | 477 | 0.15% | 0.16% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| High Falls Advisors, Inc | History | No change | 3,677 | 474 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | Reduced | 3,852 | 456 | 0.01% | 0.01% | 297 | -595 | -13.38% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 3,843 | 455 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 4J Wealth Management LLC | History | No change | 3,834 | 454 | 0.26% | 0.28% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 3,819 | 452 | 0.31% | 0.39% | 300 | -1,000 | -20.75% | Q1 2026 | May 14, 2026 |
| SELDON CAPITAL LP | History | No change | 3,786 | 448 | 0.16% | 0.17% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | New | 3,766 | 446 | 0.01% | — | 302 | +3,766 | New | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,714 | 440 | 0.0% | 0.01% | 303 | -4,163 | -52.85% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | No change | 3,674 | 435 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | No change | 3,648 | 432 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,597 | 426 | 0.01% | 0.01% | 306 | -431 | -10.7% | Q1 2026 | Apr 23, 2026 |
| Vivaldi Capital Management LP | History | No change | 3,595 | 426 | 0.06% | 0.06% | 307 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,587 | 425 | 0.01% | 0.01% | 308 | +68 | 1.93% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 3,581 | 424 | 0.17% | 0.19% | 309 | +2 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 3,477 | 412 | 0.16% | 0.18% | 310 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,471 | 411 | 0.0% | 0.0% | 311 | +1,615 | 87.02% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 3,425 | 405 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | No change | 3,402 | 403 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,389 | 401 | 0.03% | 0.04% | 314 | -996 | -22.71% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 3,380 | 400 | 0.1% | 0.11% | 315 | -37 | -1.08% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,335 | 395 | 0.05% | 0.06% | 316 | -224 | -6.29% | Q1 2026 | Apr 21, 2026 |
| TPG Advisors LLC | History | No change | 3,339 | 395 | 0.25% | 0.27% | 317 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Advisors, LLC | History | No change | 3,300 | 391 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | No change | 3,209 | 380 | 0.0% | 0.01% | 319 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GLR Partners, LLC | History | New | 3,183 | 377 | 0.21% | — | 320 | +3,183 | New | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,178 | 376 | 0.01% | 0.01% | 321 | +1,200 | 60.67% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 3,171 | 375 | 0.02% | 0.02% | 322 | -400 | -11.2% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,152 | 373 | 0.01% | 0.01% | 323 | -150 | -4.54% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,117 | 369 | 0.02% | 0.03% | 324 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,830 | 365 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WNY Asset Management, LLC | History | New | 3,000 | 355 | 0.04% | — | 327 | +3,000 | New | Q1 2026 | May 22, 2026 |
| Dakota Wealth Management | History | No change | 3,000 | 355 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 2,882 | 341 | 0.02% | 0.02% | 328 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,810 | 333 | 0.04% | 0.05% | 329 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,774 | 328 | 0.01% | 0.01% | 330 | -499 | -15.25% | Q1 2026 | May 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 2,776 | 328 | 0.33% | 0.34% | 331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,763 | 327 | 0.21% | 0.09% | 332 | +1,659 | 150.27% | Q1 2026 | May 07, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,728 | 323 | 0.31% | 0.33% | 333 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 2,721 | 322 | 0.02% | 0.02% | 334 | +15 | 0.55% | Q1 2026 | May 08, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,671 | 316 | 0.03% | 0.04% | 335 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trexquant Investment LP | History | Added to | 2,645 | 313 | 0.0% | 0.0% | 337 | +61 | 2.36% | Q1 2026 | May 15, 2026 |
| Scott & Selber, Inc. | History | No change | 2,646 | 313 | 0.08% | 0.09% | 336 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,639 | 312 | 0.0% | 0.0% | 338 | -620 | -19.02% | Q1 2026 | Apr 29, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,632 | 311 | 0.1% | 0.12% | 339 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,604 | 308 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 2,580 | 305 | 0.02% | 0.03% | 341 | -979 | -27.51% | Q1 2026 | Apr 28, 2026 |
| Bank of New Hampshire | History | No change | 2,580 | 305 | 0.07% | 0.07% | 342 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,569 | 304 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,556 | 302 | 0.0% | 0.0% | 344 | +242 | 10.46% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,548 | 301 | 0.03% | 0.04% | 345 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 2,526 | 299 | 0.0% | 0.0% | 346 | -75 | -2.88% | Q1 2026 | May 13, 2026 |
| Ring Mountain Capital, LLC | History | No change | 2,520 | 299 | 0.16% | 0.17% | 347 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Betterment LLC | History | Added to | 2,500 | 296 | 0.0% | 0.0% | 348 | +223 | 9.79% | Q1 2026 | May 14, 2026 |
| Aries Wealth Management | History | No change | 2,500 | 296 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 2,476 | 293 | 0.0% | — | 350 | +2,476 | New | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 2,442 | 289 | 0.0% | 0.01% | 352 | -239 | -8.91% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,446 | 289 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,400 | 284 | 0.04% | 0.05% | 353 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 2,400 | 284 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 2,874 | 281 | 0.15% | — | 355 | +2,874 | New | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,307 | 273 | 0.0% | — | 356 | +2,307 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,307 | 273 | 0.01% | — | 357 | +2,307 | New | Q1 2026 | Apr 27, 2026 |
| Financial Insights, Inc. | History | No change | 2,279 | 270 | 0.09% | 0.1% | 358 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 2,262 | 268 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| McGrath & Associates, Inc. | History | No change | 2,260 | 267 | 0.39% | 0.41% | 360 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EQ LLC | History | No change | 2,234 | 264 | 0.07% | 0.08% | 361 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,164 | 260 | 0.02% | 0.03% | 362 | -700 | -24.44% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 2,005 | 258 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | No change | 2,130 | 252 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,104 | 249 | 0.0% | 0.0% | 365 | -1,337 | -38.85% | Q1 2026 | Apr 27, 2026 |
| Calamos Advisors LLC | History | New | 2,100 | 248 | 0.0% | — | 367 | +2,100 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,100 | 248 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,731 | 244 | 0.01% | 0.01% | 369 | -34 | -1.93% | Q1 2026 | May 04, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,064 | 244 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clarity Financial LLC | History | Added to | 2,048 | 242 | 0.03% | 0.02% | 371 | +100 | 5.13% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,044 | 242 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,006 | 241 | 0.0% | 0.0% | 372 | +1,446 | 258.21% | Q1 2026 | May 12, 2026 |
| Great Waters Wealth Management | History | No change | 2,028 | 240 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 2,000 | 237 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,972 | 233 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,950 | 231 | 0.01% | 0.01% | 376 | -10 | -0.51% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Reduced | 1,935 | 229 | 0.1% | 0.12% | 377 | -81 | -4.02% | Q1 2026 | Apr 10, 2026 |
| Main Street Research LLC | History | No change | 1,932 | 228 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gouws Capital LLC | History | Reduced | 1,910 | 226 | 0.12% | 0.15% | 379 | -265 | -12.18% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,899 | 225 | 0.0% | 0.01% | 380 | -3,302 | -63.49% | Q1 2026 | May 11, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 1,889 | 223 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 1,871 | 221 | 0.01% | — | 382 | +1,871 | New | Q1 2026 | May 13, 2026 |
| Goelzer Investment Management, Inc. | History | New | 1,859 | 220 | 0.01% | — | 383 | +1,859 | New | Q1 2026 | Apr 09, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,850 | 219 | 0.12% | — | 384 | +1,850 | New | Q1 2026 | May 11, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,847 | 218 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 1,800 | 218 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 1,823 | 216 | 0.01% | 0.02% | 387 | -220 | -10.77% | Q1 2026 | Apr 17, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 1,800 | 213 | 0.03% | — | 393 | +1,800 | New | Q1 2026 | Apr 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 1,800 | 213 | 0.04% | 0.05% | 388 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Klingman & Associates, LLC | History | No change | 1,800 | 213 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,800 | 213 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,800 | 213 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 1,800 | 213 | 0.14% | 0.15% | 392 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EWA, LLC | History | Reduced | 1,779 | 210 | 0.05% | 0.06% | 394 | -54 | -2.95% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 1,749 | 207 | 0.0% | 0.0% | 395 | +193 | 12.4% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | No change | 1,747 | 207 | 0.02% | 0.03% | 396 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,734 | 205 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,722 | 204 | 0.04% | 0.05% | 398 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 1,620 | 191 | 0.07% | 0.07% | 399 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,394 | 180 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,489 | 176 | 0.07% | 0.08% | 401 | +1 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,379 | 163 | 0.0% | 0.0% | 402 | +1,278 | 1265.35% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,083 | 157 | 0.0% | 0.0% | 403 | +38 | 3.64% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,321 | 156 | 0.08% | 0.06% | 404 | +408 | 44.69% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,346 | 152 | 0.01% | 0.01% | 405 | +43 | 3.3% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 1,277 | 151 | 0.15% | 0.16% | 406 | +5 | 0.39% | Q1 2026 | Apr 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,062 | 125 | 0.04% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,055 | 125 | 0.11% | 0.12% | 408 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 990 | 117 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | No change | 960 | 113 | 0.01% | 0.02% | 410 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 930 | 110 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 927 | 109 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 867 | 102 | 0.0% | 0.0% | 413 | -129 | -12.95% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 865 | 102 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 816 | 96 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | New | 780 | 92 | 0.0% | — | 419 | +780 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 779 | 92 | 0.0% | 0.0% | 416 | +40 | 5.41% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 767 | 92 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 783 | 92 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 761 | 90 | 0.0% | 0.0% | 420 | +200 | 35.65% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 750 | 88 | 0.0% | — | 421 | +750 | New | Q1 2026 | Apr 14, 2026 |
| United Community Bank | History | Reduced | 720 | 85 | 0.03% | 0.04% | 422 | -77 | -9.66% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 671 | 79 | 0.0% | 0.0% | 423 | -499 | -42.65% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 657 | 77 | 0.02% | 0.01% | 425 | +500 | 318.47% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 650 | 77 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 600 | 71 | 0.02% | — | 426 | +600 | New | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | New | 565 | 66 | 0.03% | — | 427 | +565 | New | Q1 2026 | Apr 20, 2026 |
| Navigoe, LLC | History | No change | 540 | 63 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 418 | 61 | 0.01% | 0.0% | 430 | +207 | 98.1% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 522 | 61 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 529 | 60 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 506 | 59 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nemes Rush Group LLC | History | Reduced | 476 | 56 | 0.01% | 0.01% | 433 | -38 | -7.39% | Q1 2026 | Apr 21, 2026 |
| Caitlin John, LLC | History | Added to | 479 | 56 | 0.03% | 0.04% | 434 | +30 | 6.68% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 450 | 53 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 417 | 49 | 0.0% | 0.01% | 436 | -547 | -56.74% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | New | 410 | 48 | 0.0% | — | 437 | +410 | New | Q1 2026 | May 07, 2026 |
| Missouri Trust & Investment Co | History | No change | 400 | 47 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 391 | 46 | 0.0% | 0.0% | 439 | +7 | 1.82% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | No change | 389 | 46 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAYBAN | History | Reduced | 383 | 45 | 0.04% | 0.05% | 442 | -46 | -10.72% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 350 | 45 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | No change | 372 | 44 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BOKF, NA | History | New | 365 | 43 | 0.0% | — | 444 | +365 | New | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 301 | 42 | 0.05% | 0.05% | 445 | +1 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | New | 349 | 41 | 0.0% | — | 446 | +349 | New | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 311 | 36 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | No change | 310 | 36 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | No change | 311 | 36 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOWE & RUSLING INC | History | No change | 300 | 35 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | No change | 300 | 35 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 282 | 33 | 0.0% | — | 455 | +282 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Reduced | 282 | 33 | 0.0% | 0.0% | 452 | -38 | -11.88% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 284 | 33 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kozak & Associates, Inc. | History | No change | 254 | 33 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 255 | 30 | 0.0% | 0.0% | 456 | +28 | 12.33% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 258 | 30 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | No change | 261 | 30 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 252 | 29 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 237 | 28 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | No change | 240 | 28 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 210 | 27 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 213 | 27 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 222 | 26 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | New | 192 | 22 | 0.0% | — | 465 | +192 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 171 | 20 | 0.0% | 0.0% | 466 | +129 | 307.14% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 167 | 19 | 0.0% | 0.0% | 468 | +48 | 40.34% | Q1 2026 | Apr 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 168 | 19 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | New | 156 | 18 | 0.01% | — | 470 | +156 | New | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | No change | 154 | 18 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | New | 151 | 17 | 0.0% | — | 472 | +151 | New | Q1 2026 | Apr 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 150 | 17 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 140 | 16 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 138 | 16 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | No change | 128 | 15 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 132 | 15 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 125 | 14 | 0.0% | — | 479 | +125 | New | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 125 | 14 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 120 | 14 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Advisor Network LLC | History | New | 113 | 13 | 0.02% | — | 483 | +113 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 110 | 13 | 0.0% | — | 482 | +110 | New | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 114 | 13 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 110 | 13 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 98 | 11 | 0.0% | 0.0% | 484 | -2 | -2.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 93 | 11 | 0.0% | 0.0% | 485 | -1 | -1.06% | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | No change | 100 | 11 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BankChampaign, National Association | History | New | 87 | 10 | 0.01% | — | 488 | +87 | New | Q1 2026 | May 21, 2026 |
| WHITTIER TRUST CO | History | No change | 90 | 10 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 83 | 9 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | No change | 78 | 9 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 69 | 8 | 0.0% | — | 494 | +69 | New | Q1 2026 | May 15, 2026 |
| Pioneer Family Office, LLC | History | Added to | 72 | 8 | 0.01% | 0.01% | 493 | +1 | 1.41% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 72 | 8 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 73 | 8 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 62 | 7 | 0.0% | — | 496 | +62 | New | Q1 2026 | Apr 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 67 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 57 | 6 | 0.0% | 0.02% | 497 | -294 | -83.76% | Q1 2026 | Apr 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 56 | 6 | 0.0% | — | 499 | +56 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 56 | 6 | 0.0% | — | 500 | +56 | New | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 53 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 47 | 5 | 0.0% | — | 502 | +47 | New | Q1 2026 | Apr 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | New | 42 | 4 | 0.0% | — | 504 | +42 | New | Q1 2026 | Apr 22, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 41 | 4 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Synergy Investment Management, LLC | History | New | 30 | 3 | 0.0% | — | 507 | +30 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 30 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 24 | 2 | 0.0% | — | 511 | +24 | New | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 20 | 2 | 0.0% | — | 510 | +20 | New | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 21 | 2 | 0.0% | 0.0% | 509 | +4 | 23.53% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -55,651 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5 | 0 | — | 0.0% | — | -50,005 | -99.99% | Q1 2026 | May 12, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 2.83% | — | -48,930 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -24,456 | -100.0% | Q1 2026 | May 20, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -18,181 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,295 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.83% | — | -16,237 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,461 | -100.0% | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,110 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,039 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,319 | -100.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,820 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,597 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,514 | -100.0% | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,472 | -100.0% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,392 | -100.0% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,301 | -100.0% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -2,188 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Daybright Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,048 | -100.0% | Q1 2026 | May 12, 2026 |
| Milestone Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,752 | -100.0% | Q1 2026 | May 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,747 | -100.0% | Q1 2026 | May 07, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,722 | -100.0% | Q1 2026 | Apr 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,680 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,650 | -100.0% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,650 | -100.0% | Q1 2026 | May 07, 2026 |
| W ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,640 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,634 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,621 | -100.0% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,613 | -100.0% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,606 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -1,590 | -100.0% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,582 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,572 | -100.0% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,560 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,233 | -100.0% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -534 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -531 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -513 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -493 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 13, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| New Republic Capital, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |