iSHARES TRUST - IGSB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 24,747,406 | 1,300,723 | 0.17% | 0.17% | 1 | +210,601 | 0.86% | Q1 2026 | May 14, 2026 |
| Matson Money. Inc. | History | Added to | 14,888,815 | 782,556 | 24.0% | 23.6% | 2 | +767,341 | 5.43% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 12,739,108 | 669,567 | 0.01% | 0.01% | 3 | +882,228 | 7.44% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,720,729 | 616,041 | 3.03% | 2.89% | 4 | +1,203,630 | 11.44% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,444,929 | 550,484 | 0.13% | 0.16% | 5 | -2,752,960 | -20.86% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,006,302 | 473,371 | 0.03% | 0.03% | 6 | +1,162,839 | 14.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,946,936 | 470,251 | 0.03% | 0.03% | 7 | +350,669 | 4.08% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,001,324 | 367,989 | 0.1% | 0.09% | 8 | +989,409 | 16.46% | Q1 2026 | May 04, 2026 |
| BARINGS LLC | History | No change | 6,840,027 | 359,511 | 5.8% | 6.66% | 9 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,131,787 | 322,286 | 0.04% | 0.06% | 10 | -2,973,156 | -32.65% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,092,475 | 320,220 | 4.6% | 4.79% | 11 | +456,944 | 8.11% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 5,502,729 | 289,223 | 0.04% | 0.04% | 12 | +550,835 | 11.12% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,486,292 | 288,357 | 0.5% | 0.49% | 13 | +647,578 | 13.38% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Reduced | 4,962,253 | 260,816 | 2.79% | 3.8% | 14 | -302,944 | -5.75% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,686,250 | 246,309 | 0.05% | 0.04% | 15 | +1,034,716 | 28.34% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,213,382 | 221,453 | 0.07% | 0.06% | 16 | +392,619 | 10.28% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,135,787 | 217,377 | 0.2% | 0.17% | 17 | +648,875 | 18.61% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,814,000 | 200,463 | 0.12% | 0.11% | 18 | +27,264 | 0.72% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,797,843 | 199,614 | 0.03% | 0.09% | 19 | -7,295,975 | -65.77% | Q1 2026 | May 15, 2026 |
| Members Trust Co | History | Added to | 3,244,433 | 170,527 | 5.67% | 5.28% | 20 | +183,586 | 6.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 3,049,084 | 161,027 | 0.18% | 0.13% | 21 | +928,254 | 43.77% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,001,845 | 157,776 | 0.04% | 0.04% | 22 | +13,806 | 0.46% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,975,969 | 156,416 | 0.22% | 0.2% | 23 | +139,002 | 4.9% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,457,569 | 129,169 | 0.16% | 0.03% | 24 | +2,062,569 | 522.17% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,416,319 | 127,001 | 0.17% | 0.16% | 25 | +103,316 | 4.47% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,408,999 | 126,616 | 1.89% | 1.79% | 26 | +86,129 | 3.71% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 2,348,585 | 123,441 | 0.01% | 0.01% | 27 | -37,080 | -1.55% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,130,362 | 111,971 | 0.02% | 0.02% | 28 | +18,334 | 0.87% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,079,525 | 109,299 | 1.5% | 1.47% | 29 | +143,855 | 7.43% | Q1 2026 | Apr 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,028,500 | 106,617 | 0.14% | 0.11% | 30 | +150,000 | 7.99% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,954,713 | 102,739 | 0.38% | 0.34% | 31 | +147,519 | 8.16% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 1,935,029 | 101,705 | 0.93% | 0.87% | 32 | +93,366 | 5.07% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,828,465 | 96,103 | 0.1% | 0.1% | 33 | +58,517 | 3.31% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Added to | 1,821,339 | 95,729 | 2.6% | 2.51% | 34 | +19,164 | 1.06% | Q1 2026 | Apr 28, 2026 |
| Parkside Investments, LLC | History | Added to | 1,763,333 | 92,680 | 11.26% | 10.69% | 35 | +158,277 | 9.86% | Q1 2026 | Apr 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 1,750,360 | 91,998 | 1.13% | 1.04% | 36 | +8,591 | 0.49% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 1,722,256 | 90,521 | 0.51% | 0.48% | 37 | +149,957 | 9.54% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,691,633 | 88,912 | 0.18% | 0.17% | 38 | +81,706 | 5.08% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,596,473 | 83,910 | 0.23% | 0.21% | 39 | -30,772 | -1.89% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 1,571,911 | 82,619 | 2.26% | 2.2% | 40 | +196,411 | 14.28% | Q1 2026 | May 12, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,556,115 | 81,789 | 1.27% | 1.19% | 41 | +187,805 | 13.73% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Added to | 1,548,529 | 81,390 | 2.11% | 2.08% | 42 | +47,815 | 3.19% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,482,866 | 77,731 | 0.0% | 0.01% | 43 | -1,296,175 | -46.64% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,460,256 | 76,751 | 0.38% | 0.41% | 44 | +43,099 | 3.04% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,367,019 | 71,850 | 0.08% | 0.07% | 45 | +74,637 | 5.78% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,342,638 | 70,569 | 0.08% | 0.08% | 46 | +30,994 | 2.36% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,293,427 | 67,982 | 0.08% | 0.08% | 47 | +42,599 | 3.41% | Q1 2026 | May 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 1,254,454 | 65,934 | 1.39% | 2.73% | 48 | -1,015,546 | -44.74% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,241,553 | 65,653 | 22.22% | 22.22% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,106,669 | 58,166 | 0.02% | 0.02% | 50 | +261,278 | 30.91% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 1,039,670 | 54,645 | 1.11% | 0.99% | 51 | -14,588 | -1.38% | Q1 2026 | May 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 1,007,682 | 52,963 | 1.76% | 1.08% | 52 | +321,501 | 46.85% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 991,241 | 52,099 | 1.13% | 0.87% | 53 | +68,765 | 7.45% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 987,732 | 51,915 | 1.08% | 0.92% | 54 | +172,446 | 21.15% | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 987,000 | 51,876 | 0.03% | 0.03% | 55 | -107,500 | -9.82% | Q1 2026 | Apr 30, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 985,453 | 51,795 | 2.8% | 2.7% | 56 | +56,469 | 6.08% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 982,165 | 51,622 | 0.51% | 0.31% | 57 | +443,959 | 82.49% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 966,218 | 50,784 | 0.19% | 0.06% | 58 | +671,453 | 227.79% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 950,858 | 49,977 | 0.07% | 0.07% | 59 | +67,903 | 7.69% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 894,272 | 47,002 | 0.37% | 0.33% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Added to | 871,116 | 45,785 | 3.66% | 3.58% | 61 | +29,491 | 3.5% | Q1 2026 | Apr 01, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 853,088 | 44,838 | 4.62% | 4.62% | 62 | +12,649 | 1.51% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 845,970 | 44,464 | 0.53% | 0.51% | 63 | -8,515 | -1.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 826,787 | 43,456 | 0.11% | 0.1% | 64 | +30,034 | 3.77% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 821,050 | 43,154 | 0.75% | 0.75% | 65 | +41,367 | 5.31% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 791,127 | 41,581 | 0.17% | 0.16% | 66 | +27,268 | 3.57% | Q1 2026 | May 11, 2026 |
| PDS Planning, Inc | History | Added to | 768,523 | 40,393 | 2.66% | 2.58% | 67 | +39,127 | 5.36% | Q1 2026 | Apr 21, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 735,698 | 38,668 | 4.27% | 4.15% | 68 | +61,563 | 9.13% | Q1 2026 | Apr 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 734,445 | 38,602 | 3.12% | 3.39% | 69 | -34,803 | -4.52% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 729,994 | 38,288 | 0.08% | 0.05% | 70 | +56,581 | 8.4% | Q1 2026 | Apr 08, 2026 |
| Nelson Capital Management, LLC | History | Added to | 724,911 | 38,101 | 4.65% | 4.09% | 71 | +64,309 | 9.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 689,328 | 36,231 | 0.05% | 0.07% | 72 | -193,169 | -21.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 655,468 | 34,451 | 0.62% | 0.28% | 73 | +369,284 | 129.04% | Q1 2026 | May 07, 2026 |
| Schaeffer Financial LLC | History | Added to | 649,372 | 34,130 | 28.73% | 28.15% | 74 | +39,332 | 6.45% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 647,210 | 34,017 | 0.06% | 0.06% | 75 | +22,939 | 3.67% | Q1 2026 | May 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 636,594 | 33,459 | 3.17% | 2.93% | 76 | +71,550 | 12.66% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 620,262 | 32,600 | 0.18% | 0.12% | 77 | -8,318 | -1.32% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 602,484 | 31,666 | 1.3% | 1.21% | 78 | +50,356 | 9.12% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 589,543 | 30,974 | 4.32% | 4.58% | 79 | -10,625 | -1.77% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 582,929 | 30,638 | 0.71% | 0.33% | 80 | +301,365 | 107.03% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Added to | 580,167 | 30,493 | 2.64% | 2.43% | 81 | +59,661 | 11.46% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 569,762 | 29,997 | 0.67% | 0.68% | 82 | +51,100 | 9.85% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 569,198 | 29,917 | 0.35% | 0.36% | 83 | +14,546 | 2.62% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 565,737 | 29,735 | 0.37% | 0.38% | 84 | -10,272 | -1.78% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 544,563 | 28,622 | 0.04% | 0.01% | 85 | +456,301 | 516.98% | Q1 2026 | May 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 538,501 | 28,303 | 3.91% | 8.12% | 86 | -519,781 | -49.12% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 519,996 | 27,331 | 0.01% | 0.0% | 87 | +76,230 | 17.18% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 514,896 | 27,049 | 0.17% | 0.18% | 88 | -49,195 | -8.72% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 508,965 | 26,751 | 0.26% | 0.27% | 89 | -18,772 | -3.56% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 500,718 | 26,317 | 0.14% | 0.19% | 90 | -17,913 | -3.45% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 489,825 | 25,703 | 0.33% | 0.35% | 91 | -22,191 | -4.33% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 484,583 | 25,469 | 0.04% | 0.03% | 92 | +97,058 | 25.05% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Added to | 477,357 | 25,089 | 2.09% | 2.08% | 93 | +2,383 | 0.5% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 475,169 | 24,974 | 1.68% | 1.75% | 94 | -11,586 | -2.38% | Q1 2026 | May 04, 2026 |
| Fiduciary Group, LLC | History | Added to | 473,633 | 24,894 | 2.13% | 2.01% | 95 | +21,165 | 4.68% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 470,262 | 24,716 | 7.61% | 7.58% | 96 | +39,420 | 9.15% | Q1 2026 | May 22, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 469,378 | 24,671 | 8.5% | 8.49% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 453,296 | 23,825 | 0.13% | 0.09% | 98 | +167,860 | 58.81% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 447,444 | 23,517 | 0.04% | 0.04% | 99 | +2,523 | 0.57% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Added to | 447,305 | 23,510 | 6.64% | 6.94% | 100 | +11,432 | 2.62% | Q1 2026 | Apr 24, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 439,688 | 23,110 | 7.37% | 3.39% | 101 | +229,504 | 109.19% | Q1 2026 | Apr 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 436,894 | 22,963 | 1.54% | 0.8% | 102 | +217,509 | 99.14% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 433,264 | 22,773 | 1.57% | 1.64% | 103 | +75,616 | 21.14% | Q1 2026 | May 18, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 427,552 | 22,472 | 1.31% | 1.25% | 104 | +17,841 | 4.35% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 427,145 | 22,450 | 0.47% | 0.47% | 105 | +33,883 | 8.62% | Q1 2026 | Apr 13, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 414,288 | 21,774 | 3.95% | 3.57% | 106 | +13,211 | 3.29% | Q1 2026 | Apr 10, 2026 |
| Blue Fin Capital, Inc. | History | No change | 406,530 | 21,497 | 3.33% | 3.33% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 391,976 | 20,602 | 0.43% | 0.4% | 108 | +31,949 | 8.87% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 390,743 | 20,537 | 0.01% | 0.01% | 109 | +66,280 | 20.43% | Q1 2026 | May 12, 2026 |
| JBGlobal.com LLC | History | Added to | 383,342 | 20,148 | 19.84% | 24.97% | 110 | +8,211 | 2.19% | Q1 2026 | Apr 07, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 380,829 | 20,016 | 5.08% | 4.97% | 111 | +7,671 | 2.06% | Q1 2026 | Apr 17, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 378,594 | 19,898 | 7.41% | 4.93% | 112 | +116,057 | 44.21% | Q1 2026 | Apr 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 376,015 | 19,763 | 1.23% | — | 113 | +376,015 | New | Q1 2026 | May 08, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 367,800 | 19,331 | 6.45% | 6.16% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 367,448 | 19,313 | 2.35% | 2.22% | 115 | +9,354 | 2.61% | Q1 2026 | Apr 23, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 363,881 | 19,125 | 3.37% | 3.33% | 116 | +19,475 | 5.65% | Q1 2026 | Apr 17, 2026 |
| ATWOOD & PALMER INC | History | Added to | 357,227 | 18,775 | 1.06% | 1.05% | 117 | +8,307 | 2.38% | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 346,799 | 18,218 | 0.05% | 0.05% | 118 | -8,288 | -2.33% | Q1 2026 | May 14, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 346,029 | 18,187 | 11.76% | 8.4% | 119 | +105,948 | 44.13% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 345,306 | 18,149 | 0.14% | 0.13% | 120 | +5,226 | 1.54% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 344,713 | 18,118 | 0.09% | 0.1% | 121 | +9,935 | 2.97% | Q1 2026 | May 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 342,522 | 18,002 | 1.9% | 3.14% | 122 | +21,979 | 6.86% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 339,675 | 17,853 | 0.46% | 0.39% | 123 | +56,270 | 19.85% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 338,070 | 17,768 | 1.94% | 1.7% | 124 | +33,650 | 11.05% | Q1 2026 | May 05, 2026 |
| North Dakota State Investment Board | History | New | 335,337 | 17,625 | 0.76% | — | 125 | +335,337 | New | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 328,624 | 17,272 | 0.49% | 0.49% | 126 | +8,437 | 2.64% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 325,491 | 17,108 | 0.04% | 0.04% | 127 | +25,372 | 8.45% | Q1 2026 | Apr 30, 2026 |
| Johns Hopkins University | History | No change | 321,905 | 16,919 | 1.23% | 1.24% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 315,765 | 16,596 | 1.31% | 0.21% | 129 | +263,730 | 506.83% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 302,736 | 15,911 | 0.45% | 1.42% | 130 | -616,793 | -67.08% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 302,648 | 15,907 | 2.52% | 2.87% | 131 | +8,545 | 2.91% | Q1 2026 | Apr 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 300,000 | 15,768 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 295,113 | 15,511 | 0.99% | 1.34% | 133 | -84,633 | -22.29% | Q1 2026 | Apr 08, 2026 |
| CVS HEALTH Corp | History | Added to | 294,400 | 15,473 | 7.29% | 3.69% | 134 | +200,000 | 211.86% | Q1 2026 | May 07, 2026 |
| KWMG, LLC | History | Added to | 294,063 | 15,455 | 1.29% | 1.27% | 135 | +15,464 | 5.55% | Q1 2026 | Apr 09, 2026 |
| Prosperity Planning, Inc. | History | Added to | 292,992 | 15,399 | 3.9% | 3.81% | 136 | +17,807 | 6.47% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 292,190 | 15,357 | 0.38% | 0.35% | 137 | +21,874 | 8.09% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Added to | 288,580 | 15,168 | 0.03% | 0.03% | 138 | +11,309 | 4.08% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Added to | 284,597 | 14,958 | 1.34% | 1.25% | 139 | +18,838 | 7.09% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 283,141 | 14,881 | 0.17% | 0.18% | 140 | -16,887 | -5.63% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 280,976 | 14,768 | 0.04% | 0.04% | 141 | +17,086 | 6.47% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 278,770 | 14,652 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 277,614 | 14,591 | 0.19% | 0.24% | 143 | -31,313 | -10.14% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 274,253 | 14,414 | 0.18% | 0.14% | 144 | +72,400 | 35.87% | Q1 2026 | May 12, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 269,180 | 14,156 | 5.06% | 5.04% | 145 | +22,170 | 8.98% | Q1 2026 | May 11, 2026 |
| ABLE Financial Group, LLC | History | Added to | 268,507 | 14,112 | 2.76% | 2.53% | 146 | +33,227 | 14.12% | Q1 2026 | Apr 20, 2026 |
| Disciplina Capital Management LLC | History | Added to | 267,694 | 14,069 | 1.49% | 1.41% | 147 | +34,995 | 15.04% | Q1 2026 | May 07, 2026 |
| Secure Asset Management, LLC | History | Added to | 265,755 | 13,968 | 2.21% | 1.98% | 148 | +26,677 | 11.16% | Q1 2026 | Apr 09, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 265,346 | 13,946 | 2.73% | 2.6% | 149 | +7,612 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Gradient Investments LLC | History | Added to | 265,063 | 13,931 | 0.22% | 0.21% | 150 | +16,458 | 6.62% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 263,365 | 13,842 | 0.52% | 0.45% | 151 | +41,785 | 18.86% | Q1 2026 | May 07, 2026 |
| TCTC Holdings, LLC | History | Reduced | 258,782 | 13,601 | 0.39% | 0.41% | 152 | -252 | -0.1% | Q1 2026 | May 07, 2026 |
| Fortis Capital Management LLC | History | Added to | 257,256 | 13,521 | 1.38% | 1.8% | 153 | +191 | 0.07% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Added to | 256,973 | 13,512 | 0.59% | 0.56% | 154 | +19,618 | 8.27% | Q1 2026 | May 08, 2026 |
| MTC Wealth Management LLC | History | Added to | 255,420 | 13,424 | 6.38% | 5.79% | 155 | +21,976 | 9.41% | Q1 2026 | May 04, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 253,719 | 13,335 | 0.64% | 0.61% | 156 | +6,735 | 2.73% | Q1 2026 | Apr 09, 2026 |
| Smith Salley Wealth Management | History | Added to | 250,100 | 13,145 | 0.66% | 0.61% | 157 | +15,663 | 6.68% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 247,245 | 12,975 | 0.02% | — | 158 | +247,245 | New | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 244,870 | 12,870 | 0.84% | 0.84% | 159 | -1,708 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 239,111 | 12,567 | 0.35% | 0.34% | 160 | +8,736 | 3.79% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 237,615 | 12,565 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 234,466 | 12,323 | 0.07% | 0.08% | 162 | -2,371 | -1.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 232,686 | 12,229 | 0.01% | 0.0% | 163 | +92,501 | 65.98% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 232,639 | 12,227 | 0.64% | 0.63% | 164 | +17,659 | 8.21% | Q1 2026 | May 07, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 232,471 | 12,218 | 2.1% | 1.76% | 165 | +34,618 | 17.5% | Q1 2026 | May 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 232,317 | 12,210 | 0.95% | 0.98% | 166 | -10,674 | -4.39% | Q1 2026 | Apr 24, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 229,800 | 12,071 | 13.95% | 12.82% | 167 | -14,500 | -5.94% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 228,104 | 11,989 | 0.02% | 0.02% | 168 | -22,312 | -8.91% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 227,437 | 11,954 | 0.02% | 0.02% | 169 | +78,830 | 53.05% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 226,058 | 11,881 | 0.0% | 0.0% | 170 | +20,366 | 9.9% | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 225,126 | 11,832 | 0.18% | 0.1% | 171 | +101,365 | 81.9% | Q1 2026 | Apr 01, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 223,518 | 11,748 | 0.05% | 0.04% | 172 | +57,463 | 34.6% | Q1 2026 | May 13, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 215,431 | 11,323 | 3.39% | 3.27% | 173 | +6,514 | 3.12% | Q1 2026 | May 05, 2026 |
| Galilei Investment Office LLP | History | No change | 214,946 | 11,297 | 5.85% | 5.36% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 214,288 | 11,262 | 0.32% | 0.35% | 175 | +361 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Hilton Capital Management, LLC | History | Added to | 213,795 | 11,237 | 0.85% | 0.82% | 176 | +8,671 | 4.23% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 207,277 | 10,894 | 0.07% | 0.06% | 177 | +19,011 | 10.1% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 206,759 | 10,867 | 0.08% | 0.09% | 178 | -7,316 | -3.42% | Q1 2026 | May 14, 2026 |
| Wealth Forward, LLC | History | Added to | 206,250 | 10,840 | 6.12% | 6.1% | 179 | +2,174 | 1.07% | Q1 2026 | May 04, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 205,923 | 10,823 | 5.17% | 16.17% | 180 | +196,705 | 2133.92% | Q1 2026 | May 06, 2026 |
| EQUITABLE TRUST CO | History | Added to | 205,824 | 10,818 | 0.5% | 0.47% | 181 | +6,024 | 3.02% | Q1 2026 | Apr 30, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 204,578 | 10,752 | 4.45% | 4.43% | 182 | +5,807 | 2.92% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 204,525 | 10,749 | 0.06% | 0.05% | 183 | +21,770 | 11.91% | Q1 2026 | Apr 15, 2026 |
| TICINO WEALTH | History | Added to | 187,452 | 10,602 | 3.69% | 2.18% | 184 | +76,437 | 68.85% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 199,792 | 10,501 | 0.0% | — | 185 | +199,792 | New | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 198,459 | 10,431 | 1.17% | 1.19% | 186 | -6,869 | -3.35% | Q1 2026 | Apr 24, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 190,779 | 10,027 | 4.7% | 4.46% | 187 | -946 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Powers Advisory Group, LLC | History | Added to | 189,288 | 9,949 | 3.51% | 3.56% | 188 | +10,492 | 5.87% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 186,606 | 9,808 | 0.63% | 0.62% | 189 | +188 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 185,497 | 9,749 | 0.21% | 0.61% | 190 | -351,128 | -65.43% | Q1 2026 | May 01, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 183,973 | 9,669 | 0.88% | 0.84% | 191 | -418 | -0.23% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 182,819 | 9,608 | 0.07% | 0.08% | 192 | +2,333 | 1.29% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 180,967 | 9,511 | 1.22% | 1.49% | 193 | -32,319 | -15.15% | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 178,736 | 9,394 | 0.6% | 0.59% | 194 | +2,429 | 1.38% | Q1 2026 | May 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 174,405 | 9,222 | 0.61% | 0.61% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kelsey Financial, LLC | History | Added to | 174,976 | 9,196 | 8.04% | 7.92% | 196 | +661 | 0.38% | Q1 2026 | May 06, 2026 |
| Artesa Financial Group, LLC | History | Added to | 174,619 | 9,177 | 8.75% | 8.95% | 197 | +10,128 | 6.16% | Q1 2026 | Apr 21, 2026 |
| JPL Wealth Management, LLC | History | Added to | 170,778 | 8,976 | 2.06% | 2.08% | 198 | +9,251 | 5.73% | Q1 2026 | May 08, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 170,700 | 8,971 | 0.06% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 167,881 | 8,823 | 0.28% | 0.32% | 200 | -13,406 | -7.39% | Q1 2026 | May 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 167,820 | 8,820 | 1.01% | 0.76% | 201 | +38,652 | 29.92% | Q1 2026 | Apr 17, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 166,943 | 8,774 | 0.65% | 0.81% | 202 | -38,595 | -18.78% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 166,889 | 8,771 | 0.43% | 0.48% | 203 | -15,674 | -8.59% | Q1 2026 | May 04, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 165,094 | 8,677 | 0.01% | 0.03% | 204 | -530,729 | -76.27% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 164,299 | 8,635 | 0.26% | 0.29% | 205 | -20,417 | -11.05% | Q1 2026 | May 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 161,544 | 8,490 | 1.19% | 1.22% | 206 | -2,847 | -1.73% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 158,559 | 8,333 | 0.1% | 0.12% | 207 | +1,161 | 0.74% | Q1 2026 | Apr 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 157,971 | 8,302 | 0.14% | 0.14% | 208 | -2,138 | -1.34% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 157,149 | 8,259 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 153,073 | 8,045 | 0.25% | 0.26% | 210 | +2,101 | 1.39% | Q1 2026 | Apr 08, 2026 |
| Aspen Investment Management Inc | History | Added to | 152,004 | 7,989 | 2.45% | 2.3% | 211 | +7,456 | 5.16% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 150,664 | 7,967 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 151,405 | 7,957 | 0.49% | 0.51% | 213 | -1,351 | -0.88% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 150,148 | 7,891 | 1.22% | 1.26% | 214 | -21,422 | -12.49% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 150,048 | 7,848 | 0.0% | 0.0% | 215 | +42,153 | 39.07% | Q1 2026 | May 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 148,628 | 7,811 | 6.38% | 6.14% | 216 | +9,169 | 6.57% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 146,102 | 7,679 | 0.06% | 0.05% | 217 | +67,418 | 85.68% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 145,921 | 7,669 | 2.33% | 2.65% | 218 | -785 | -0.54% | Q1 2026 | Apr 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 145,225 | 7,612 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 141,432 | 7,433 | 1.26% | 1.22% | 220 | +2,091 | 1.5% | Q1 2026 | Apr 28, 2026 |
| Mendota Financial Group, LLC | History | Added to | 140,197 | 7,368 | 5.46% | 5.34% | 221 | +1,364 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 138,988 | 7,305 | 3.62% | 3.57% | 222 | -3,562 | -2.5% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 135,254 | 7,109 | 0.01% | 0.02% | 223 | -38,648 | -22.22% | Q1 2026 | May 01, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 135,179 | 7,105 | 0.97% | 1.0% | 224 | -757 | -0.56% | Q1 2026 | Apr 23, 2026 |
| Clear Retirement Advice LLC | History | Added to | 133,030 | 6,992 | 5.49% | 5.46% | 225 | +200 | 0.15% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 131,660 | 6,920 | 0.22% | 0.13% | 226 | -10,438 | -7.35% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 130,199 | 6,843 | 0.08% | 0.08% | 227 | +13,587 | 11.65% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 129,841 | 6,824 | 0.05% | 0.04% | 228 | +11,598 | 9.81% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 127,418 | 6,697 | 0.0% | 0.0% | 229 | -10,258 | -7.45% | Q1 2026 | Apr 30, 2026 |
| BANK OF NOVA SCOTIA | History | New | 125,100 | 6,575 | 0.01% | — | 230 | +125,100 | New | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 124,990 | 6,569 | 0.88% | 0.85% | 231 | +5,200 | 4.34% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | Reduced | 124,664 | 6,552 | 4.09% | 4.67% | 232 | -11,230 | -8.26% | Q1 2026 | May 15, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Reduced | 124,159 | 6,526 | 0.77% | 0.77% | 233 | -4,987 | -3.86% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 123,546 | 6,494 | 0.11% | 0.12% | 234 | -3,828 | -3.01% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 122,624 | 6,445 | 0.67% | 0.62% | 235 | -1,807 | -1.45% | Q1 2026 | Apr 27, 2026 |
| CROBAN | History | Added to | 120,979 | 6,358 | 2.99% | 2.94% | 236 | +5,743 | 4.98% | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 120,586 | 6,338 | 0.34% | 0.33% | 237 | -1,146 | -0.94% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 119,733 | 6,293 | 2.24% | 2.09% | 238 | +6,765 | 5.99% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | Added to | 118,495 | 6,228 | 0.8% | 0.73% | 239 | +14,190 | 13.6% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 116,889 | 6,181 | 4.46% | 4.46% | 240 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 116,642 | 6,130 | 4.23% | 3.9% | 241 | +10,169 | 9.55% | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Reduced | 111,666 | 5,869 | 0.1% | 0.11% | 242 | -13,695 | -10.92% | Q1 2026 | May 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 122,934 | 5,834 | 2.3% | 2.42% | 243 | +10,079 | 8.93% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,279 | 5,796 | 0.03% | 0.03% | 244 | -490 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 112,148 | 5,793 | 0.08% | 0.07% | 245 | +3,470 | 3.19% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 110,159 | 5,789 | 0.02% | 0.01% | 246 | +6,662 | 6.44% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 109,000 | 5,729 | 0.0% | 0.02% | 247 | +4,000 | 3.81% | Q1 2026 | May 04, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 108,634 | 5,709 | 0.44% | 0.38% | 248 | +1,930 | 1.81% | Q1 2026 | May 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 107,751 | 5,697 | 0.52% | 0.62% | 249 | -6,039 | -5.31% | Q1 2026 | Apr 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 108,325 | 5,693 | 0.42% | 0.38% | 250 | +6,809 | 6.71% | Q1 2026 | Apr 13, 2026 |
| TABLEAUX LLC | History | Added to | 107,644 | 5,657 | 2.74% | 2.66% | 251 | +39,098 | 57.04% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 106,259 | 5,585 | 0.41% | 0.61% | 252 | -54,594 | -33.94% | Q1 2026 | May 14, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 106,072 | 5,575 | 0.91% | 0.91% | 253 | +4,086 | 4.01% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 106,063 | 5,571 | 1.35% | 1.4% | 254 | -10,907 | -9.32% | Q1 2026 | Apr 17, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 104,780 | 5,507 | 0.19% | 0.21% | 255 | -3,504 | -3.24% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 104,730 | 5,504 | 0.19% | 0.2% | 256 | -2,014 | -1.89% | Q1 2026 | May 06, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 102,614 | 5,393 | 0.44% | 0.45% | 257 | -66 | -0.06% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 101,438 | 5,331 | 1.2% | 1.15% | 258 | +5,336 | 5.55% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 101,320 | 5,325 | 0.03% | 0.04% | 259 | -27,319 | -21.24% | Q1 2026 | May 05, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 100,135 | 5,263 | 0.61% | 0.4% | 260 | +32,530 | 48.12% | Q1 2026 | Apr 14, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 99,420 | 5,225 | 0.5% | 0.46% | 261 | +5,181 | 5.5% | Q1 2026 | May 06, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 98,814 | 5,204 | 1.13% | 1.16% | 262 | +3,140 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Roundview Capital LLC | History | Added to | 98,987 | 5,202 | 0.32% | 0.32% | 263 | +448 | 0.45% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 96,460 | 5,069 | 0.23% | 0.24% | 264 | +13,051 | 15.65% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 96,134 | 5,052 | 0.0% | 0.0% | 265 | +32,556 | 51.21% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 95,371 | 5,012 | 0.55% | 0.52% | 266 | +2,682 | 2.89% | Q1 2026 | Apr 28, 2026 |
| Engineers Gate Manager LP | History | Added to | 95,120 | 4,999 | 0.06% | 0.01% | 267 | +75,923 | 395.49% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 95,000 | 4,993 | 0.51% | — | 268 | +95,000 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 94,867 | 4,979 | 0.02% | 0.02% | 269 | +17,304 | 22.31% | Q1 2026 | May 15, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 94,402 | 4,961 | 3.17% | 3.19% | 270 | -9,482 | -9.13% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 93,903 | 4,935 | 0.0% | 0.0% | 271 | +53 | 0.06% | Q1 2026 | May 06, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 93,852 | 4,932 | 1.97% | 1.7% | 272 | +11,696 | 14.24% | Q1 2026 | Apr 23, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 93,501 | 4,914 | 1.5% | 1.38% | 273 | +5,193 | 5.88% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 92,819 | 4,878 | 0.11% | 0.22% | 274 | -98,453 | -51.47% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 92,415 | 4,857 | 0.14% | 0.09% | 275 | +34,773 | 60.33% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 92,211 | 4,846 | 0.39% | 0.59% | 276 | -49,684 | -35.01% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 91,173 | 4,792 | 0.47% | 0.47% | 277 | +2,276 | 2.56% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Added to | 91,163 | 4,791 | 1.55% | 1.5% | 278 | +3,081 | 3.5% | Q1 2026 | Apr 08, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 90,878 | 4,777 | 1.78% | 1.82% | 279 | -756 | -0.83% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 90,769 | 4,770 | 0.28% | 0.29% | 280 | +290 | 0.32% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 90,716 | 4,768 | 0.04% | 0.03% | 281 | +14,750 | 19.42% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 89,439 | 4,700 | 0.01% | 0.01% | 282 | +15,114 | 20.34% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 88,536 | 4,666 | 0.07% | 0.07% | 283 | +21,249 | 31.58% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 87,861 | 4,617 | 0.24% | 0.29% | 284 | -12,660 | -12.59% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 88,733 | 4,597 | 0.01% | 0.01% | 285 | -1,357 | -1.51% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 87,179 | 4,582 | 0.31% | 0.3% | 286 | +3,674 | 4.4% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 87,161 | 4,581 | 0.24% | 0.23% | 287 | +4,789 | 5.81% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 86,621 | 4,580 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 85,562 | 4,497 | 1.17% | 1.17% | 289 | -232 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 83,115 | 4,369 | 2.16% | 2.05% | 290 | -400 | -0.48% | Q1 2026 | Apr 24, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 82,764 | 4,350 | 0.08% | 0.09% | 291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 81,788 | 4,287 | 0.15% | 0.15% | 292 | +5,557 | 7.29% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Reduced | 80,715 | 4,242 | 1.08% | 1.13% | 293 | -1,650 | -2.0% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 80,299 | 4,220 | 0.96% | 0.93% | 294 | +1,698 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 78,693 | 4,136 | 0.17% | 0.16% | 295 | +2,124 | 2.77% | Q1 2026 | Apr 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 78,663 | 4,134 | 0.06% | 0.06% | 296 | -6,743 | -7.9% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Added to | 77,292 | 4,062 | 0.06% | 0.06% | 297 | +616 | 0.8% | Q1 2026 | Apr 13, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 76,757 | 4,034 | 1.58% | 1.53% | 298 | -1,144 | -1.47% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | Reduced | 76,609 | 4,026 | 0.19% | 0.19% | 299 | -2,639 | -3.33% | Q1 2026 | May 05, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 75,466 | 3,966 | 1.33% | 1.28% | 300 | +2,051 | 2.79% | Q1 2026 | Apr 14, 2026 |
| DMC Group, LLC | History | Reduced | 74,920 | 3,937 | 2.66% | 2.65% | 301 | -306 | -0.41% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Added to | 74,896 | 3,936 | 0.14% | 0.13% | 302 | +1,100 | 1.49% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 74,827 | 3,932 | 0.06% | 0.03% | 303 | +41,084 | 121.76% | Q1 2026 | Apr 22, 2026 |
| Eley Financial Management, Inc | History | New | 74,422 | 3,911 | 1.41% | — | 304 | +74,422 | New | Q1 2026 | May 19, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 74,334 | 3,906 | 3.3% | 3.07% | 305 | +2,612 | 3.64% | Q1 2026 | Apr 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 73,240 | 3,849 | 0.98% | 0.94% | 306 | +4,065 | 5.88% | Q1 2026 | Apr 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 72,765 | 3,824 | 0.06% | 0.06% | 307 | +21,275 | 41.32% | Q1 2026 | Apr 21, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 72,141 | 3,791 | 0.28% | 0.25% | 308 | +9,835 | 15.78% | Q1 2026 | Apr 20, 2026 |
| Fire Capital Management LLC | History | Added to | 71,738 | 3,770 | 1.77% | 1.57% | 309 | +12,361 | 20.82% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 70,898 | 3,721 | 0.07% | 0.15% | 310 | +11,084 | 18.53% | Q1 2026 | May 01, 2026 |
| Rathbones Group PLC | History | Added to | 69,169 | 3,635 | 0.02% | 0.01% | 311 | +6,587 | 10.53% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 68,569 | 3,603 | 0.06% | 0.06% | 312 | -1,800 | -2.56% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 68,121 | 3,580 | 0.07% | 0.05% | 313 | +22,183 | 48.29% | Q1 2026 | Apr 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 66,095 | 3,473 | 0.13% | 0.13% | 314 | -335 | -0.5% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Added to | 66,035 | 3,470 | 1.73% | 1.54% | 315 | +5,031 | 8.25% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 65,949 | 3,466 | 0.0% | — | 316 | +65,949 | New | Q1 2026 | May 12, 2026 |
| JHP Wealth Management, LLC | History | Reduced | 65,776 | 3,457 | 3.3% | 6.66% | 317 | -64,266 | -49.42% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 65,660 | 3,451 | 0.05% | 0.05% | 318 | +3,644 | 5.88% | Q1 2026 | May 15, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 65,421 | 3,444 | 0.54% | 0.57% | 319 | -1,303 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Added to | 65,503 | 3,442 | 0.04% | 0.01% | 320 | +60,605 | 1237.34% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 64,626 | 3,396 | 0.39% | 0.39% | 321 | +1,028 | 1.62% | Q1 2026 | Apr 10, 2026 |
| David Kennon Inc | History | New | 64,063 | 3,367 | 1.21% | — | 322 | +64,063 | New | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | Reduced | 63,866 | 3,356 | 0.01% | 0.02% | 323 | -80,322 | -55.71% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 63,190 | 3,321 | 0.64% | 0.63% | 324 | +1,000 | 1.61% | Q1 2026 | Apr 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 63,068 | 3,314 | 1.44% | 1.4% | 325 | +2,036 | 3.34% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 62,966 | 3,309 | 0.16% | 0.16% | 326 | +2,100 | 3.45% | Q1 2026 | May 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 62,567 | 3,288 | 1.36% | 1.02% | 327 | +15,250 | 32.23% | Q1 2026 | May 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 61,902 | 3,253 | 0.92% | 1.22% | 328 | -21,898 | -26.13% | Q1 2026 | Apr 20, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 61,800 | 3,248 | 0.68% | — | 329 | +61,800 | New | Q1 2026 | May 04, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 61,640 | 3,239 | 0.4% | 0.31% | 330 | +12,655 | 25.83% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 61,593 | 3,237 | 0.23% | 0.22% | 331 | +2,122 | 3.57% | Q1 2026 | Apr 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 60,847 | 3,198 | 1.54% | 1.36% | 332 | +5,944 | 10.83% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 60,565 | 3,183 | 0.04% | 0.0% | 333 | +56,681 | 1459.35% | Q1 2026 | May 15, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 60,533 | 3,181 | 1.17% | 0.47% | 334 | +35,086 | 137.88% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 60,342 | 3,171 | 0.52% | 0.48% | 335 | +3,893 | 6.9% | Q1 2026 | Apr 22, 2026 |
| WELCH & FORBES LLC | History | Added to | 60,258 | 3,167 | 0.04% | 0.04% | 336 | +1,275 | 2.16% | Q1 2026 | May 01, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 60,046 | 3,156 | 2.66% | 2.45% | 337 | +6,170 | 11.45% | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 59,739 | 3,139 | 0.36% | 0.31% | 338 | +7,419 | 14.18% | Q1 2026 | Apr 24, 2026 |
| Buska Wealth Management, LLC | History | Added to | 59,567 | 3,130 | 1.26% | 1.16% | 339 | +256 | 0.43% | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | Added to | 59,360 | 3,119 | 0.07% | 0.06% | 340 | +8,200 | 16.03% | Q1 2026 | May 07, 2026 |
| Vantage Financial Partners, LLC | History | No change | 58,057 | 3,070 | 0.62% | 0.62% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 58,384 | 3,068 | 0.0% | 0.0% | 342 | -4,404 | -7.01% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 58,081 | 3,052 | 0.09% | 0.08% | 343 | -1,114 | -1.88% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 58,047 | 3,050 | 0.04% | 0.05% | 344 | -6,934 | -10.67% | Q1 2026 | May 11, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 57,990 | 3,047 | 0.15% | 0.14% | 345 | +765 | 1.34% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 57,300 | 3,011 | 0.02% | — | 346 | +57,300 | New | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Added to | 57,083 | 3,000 | 0.51% | 0.39% | 347 | +14,106 | 32.82% | Q1 2026 | May 08, 2026 |
| M Holdings Securities, Inc. | History | Added to | 57,197 | 2,999 | 0.2% | 0.17% | 348 | +12,688 | 28.51% | Q1 2026 | May 12, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 57,041 | 2,998 | 0.79% | 0.58% | 349 | +14,390 | 33.74% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 56,610 | 2,993 | 0.02% | 0.01% | 350 | +28,596 | 102.08% | Q1 2026 | May 15, 2026 |
| BG Investment Services, LLC | History | Added to | 56,772 | 2,983 | 2.48% | 2.54% | 351 | +2,746 | 5.08% | Q1 2026 | May 08, 2026 |
| MASECO LLP | History | Added to | 56,655 | 2,978 | 0.09% | 0.13% | 352 | +1,749 | 3.19% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO | History | Reduced | 56,270 | 2,947 | 0.03% | 0.03% | 353 | -83 | -0.15% | Q1 2026 | Apr 28, 2026 |
| One Day In July LLC | History | Reduced | 55,485 | 2,916 | 0.23% | 0.24% | 354 | -265 | -0.48% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 55,189 | 2,900 | 0.09% | 0.07% | 355 | +16,493 | 42.62% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 54,875 | 2,884 | 0.04% | 0.03% | 356 | +3,978 | 7.82% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 53,384 | 2,805 | 0.34% | 0.24% | 357 | +17,704 | 49.62% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,972 | 2,784 | 0.03% | 0.03% | 358 | +10,595 | 25.0% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 53,115 | 2,783 | 0.01% | 0.01% | 359 | +23,986 | 82.34% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 52,912 | 2,781 | 0.92% | 0.96% | 360 | +226 | 0.43% | Q1 2026 | May 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 52,059 | 2,736 | 2.05% | — | 361 | +52,059 | New | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 51,831 | 2,724 | 0.52% | 0.49% | 362 | -560 | -1.07% | Q1 2026 | Apr 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 50,722 | 2,682 | 0.13% | 0.13% | 363 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| E&G Advisors, LP | History | No change | 50,825 | 2,671 | 0.59% | 0.6% | 364 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aries Wealth Management | History | Added to | 50,712 | 2,665 | 0.59% | 0.58% | 365 | +818 | 1.64% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 50,487 | 2,653 | 0.36% | 0.39% | 366 | -1,046 | -2.03% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 49,732 | 2,613 | 0.14% | 0.13% | 367 | -5,608 | -10.13% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 49,359 | 2,594 | 0.06% | 0.06% | 368 | -2,130 | -4.14% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 48,944 | 2,572 | 0.23% | 0.15% | 369 | -435 | -0.88% | Q1 2026 | May 14, 2026 |
| Quaker Capital Investments, LLC | History | Added to | 48,700 | 2,560 | 0.63% | 0.37% | 370 | +21,700 | 80.37% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 48,486 | 2,548 | 1.72% | 1.7% | 371 | +173 | 0.36% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 47,696 | 2,506 | 0.09% | 0.09% | 372 | +3,648 | 8.28% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 47,557 | 2,499 | 0.31% | 0.4% | 373 | -12,867 | -21.29% | Q1 2026 | Apr 16, 2026 |
| AMG National Trust Bank | History | Added to | 47,356 | 2,489 | 0.05% | 0.05% | 374 | +3,580 | 8.18% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | No change | 46,920 | 2,466 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 46,162 | 2,426 | 0.29% | 0.34% | 376 | -1,183 | -2.5% | Q1 2026 | Apr 21, 2026 |
| Unified Investment Management | History | Added to | 45,914 | 2,413 | 2.46% | 2.42% | 377 | +113 | 0.25% | Q1 2026 | Apr 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 45,612 | 2,397 | 0.16% | 0.16% | 378 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 45,111 | 2,371 | 0.04% | 0.04% | 379 | -100 | -0.22% | Q1 2026 | Apr 14, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 44,418 | 2,334 | 0.29% | 0.25% | 380 | +7,528 | 20.41% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Added to | 43,966 | 2,310 | 0.02% | 0.02% | 381 | +61 | 0.14% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 43,783 | 2,301 | 0.05% | 0.04% | 382 | +4,541 | 11.57% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 43,653 | 2,294 | 0.05% | 0.03% | 383 | +23,120 | 112.6% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Added to | 43,253 | 2,273 | 1.34% | 1.35% | 384 | +1,085 | 2.57% | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 42,255 | 2,234 | 0.61% | 0.61% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 42,437 | 2,231 | 0.02% | 0.03% | 386 | -22,026 | -34.17% | Q1 2026 | Apr 07, 2026 |
| CIBC Asset Management Inc | History | Added to | 41,967 | 2,205 | 0.01% | 0.01% | 387 | +965 | 2.35% | Q1 2026 | May 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 41,711 | 2,194 | 0.65% | 0.63% | 388 | +1,648 | 4.11% | Q1 2026 | Apr 16, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 41,630 | 2,188 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| One Wealth Map LLC | History | Added to | 41,302 | 2,163 | 1.02% | 1.08% | 390 | +961 | 2.38% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Added to | 40,992 | 2,154 | 0.09% | 0.09% | 391 | +1,396 | 3.53% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 40,678 | 2,151 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RHS Financial, LLC | History | Reduced | 40,692 | 2,138 | 1.01% | 1.18% | 393 | -4,911 | -10.77% | Q1 2026 | Apr 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 40,590 | 2,133 | 1.38% | — | 395 | +40,590 | New | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | Added to | 40,593 | 2,133 | 0.19% | 0.18% | 394 | +1,897 | 4.9% | Q1 2026 | Apr 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 40,419 | 2,124 | 0.24% | 0.23% | 396 | +3,895 | 10.66% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 40,018 | 2,103 | 0.08% | 0.07% | 397 | +3,586 | 9.84% | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 39,912 | 2,097 | 0.19% | 0.18% | 398 | +350 | 0.88% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 39,896 | 2,096 | 0.02% | 0.03% | 399 | -12,241 | -23.48% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 39,838 | 2,093 | 0.03% | 0.04% | 400 | -2,406 | -5.7% | Q1 2026 | Apr 27, 2026 |
| SlateStone Wealth, LLC | History | Added to | 39,610 | 2,082 | 0.17% | 0.12% | 401 | +12,415 | 45.65% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 38,823 | 2,040 | 0.07% | 0.09% | 402 | -8,671 | -18.26% | Q1 2026 | May 13, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 38,771 | 2,037 | 1.12% | 1.14% | 403 | -201 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 38,673 | 2,032 | 0.08% | 0.08% | 404 | +2,139 | 5.85% | Q1 2026 | Apr 29, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 38,602 | 2,028 | 1.84% | 1.2% | 406 | +13,847 | 55.94% | Q1 2026 | May 20, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 38,588 | 2,028 | 0.1% | 0.09% | 405 | +3,200 | 9.04% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 37,968 | 1,995 | 0.35% | 0.32% | 407 | +2,929 | 8.36% | Q1 2026 | Apr 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 37,540 | 1,974 | 0.0% | 0.0% | 408 | -1,274 | -3.28% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,319 | 1,955 | 0.02% | 0.02% | 409 | +4,863 | 14.98% | Q1 2026 | Apr 07, 2026 |
| Ridgewood Investments LLC | History | New | 37,036 | 1,946 | 0.8% | — | 410 | +37,036 | New | Q1 2026 | Apr 03, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 36,791 | 1,933 | 1.33% | 1.25% | 411 | -17 | -0.05% | Q1 2026 | May 07, 2026 |
| MONEYWISE, INC. | History | Added to | 36,466 | 1,916 | 0.84% | 0.63% | 412 | +7,989 | 28.05% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,248 | 1,905 | 0.03% | 0.04% | 413 | +42 | 0.12% | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 35,692 | 1,875 | 0.05% | 0.05% | 414 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 35,643 | 1,873 | 0.01% | 0.0% | 415 | +27,946 | 363.08% | Q1 2026 | May 11, 2026 |
| Cooksen Wealth, LLC | History | Added to | 35,389 | 1,860 | 1.35% | 1.32% | 416 | +1,267 | 3.71% | Q1 2026 | Apr 30, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 35,361 | 1,858 | 1.39% | 0.8% | 417 | +16,527 | 87.75% | Q1 2026 | Apr 24, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 35,005 | 1,851 | 0.58% | 0.58% | 418 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Calamos Advisors LLC | History | New | 34,776 | 1,827 | 0.01% | — | 420 | +34,776 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 34,776 | 1,827 | 0.06% | 0.06% | 419 | +2,575 | 8.0% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 34,385 | 1,807 | 0.16% | 0.14% | 421 | +3,336 | 10.74% | Q1 2026 | May 12, 2026 |
| Israel Discount Bank of New York | History | Added to | 34,253 | 1,800 | 3.95% | 3.83% | 422 | +7,648 | 28.75% | Q1 2026 | Apr 06, 2026 |
| Factor Wealth Management LTD | History | Reduced | 34,061 | 1,790 | 0.34% | 0.64% | 423 | -22,043 | -39.29% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 34,002 | 1,787 | 0.02% | 0.03% | 424 | -12,750 | -27.27% | Q1 2026 | May 15, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 34,015 | 1,787 | 0.67% | 0.64% | 425 | +127 | 0.37% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 33,609 | 1,766 | 0.14% | 0.07% | 426 | +17,018 | 102.57% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 33,407 | 1,755 | 0.1% | 0.1% | 427 | +518 | 1.57% | Q1 2026 | Apr 28, 2026 |
| ALLIANZ SE | History | No change | 33,144 | 1,742 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COURIER CAPITAL LLC | History | Added to | 32,847 | 1,726 | 0.1% | 0.1% | 429 | +510 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Added to | 32,667 | 1,716 | 0.02% | 0.02% | 430 | +4,858 | 17.47% | Q1 2026 | May 05, 2026 |
| Nordwand Advisors, LLC | History | Added to | 32,565 | 1,711 | 0.3% | 0.26% | 431 | +4,744 | 17.05% | Q1 2026 | May 07, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 32,269 | 1,696 | 1.44% | 1.46% | 432 | -695 | -2.11% | Q1 2026 | May 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 31,927 | 1,678 | 0.19% | 0.18% | 433 | +700 | 2.24% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Reduced | 31,849 | 1,673 | 0.02% | 0.02% | 434 | -1,907 | -5.65% | Q1 2026 | Apr 16, 2026 |
| United Community Bank | History | New | 31,748 | 1,668 | 0.56% | — | 435 | +31,748 | New | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 31,660 | 1,664 | 0.08% | 0.11% | 436 | -8,668 | -21.49% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 31,487 | 1,654 | 0.23% | 0.23% | 437 | -150 | -0.47% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,285 | 1,644 | 0.02% | 0.02% | 438 | -274 | -0.87% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,101 | 1,634 | 0.01% | 0.01% | 439 | +5,805 | 22.95% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 30,867 | 1,622 | 0.09% | 0.1% | 440 | -2,943 | -8.7% | Q1 2026 | May 11, 2026 |
| PW Nova Financial Services LLC | History | Added to | 30,684 | 1,612 | 0.4% | 0.47% | 441 | +7,423 | 31.91% | Q1 2026 | Apr 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 30,392 | 1,597 | 0.27% | 0.26% | 442 | +620 | 2.08% | Q1 2026 | Apr 29, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 30,372 | 1,596 | 0.87% | 1.05% | 443 | -6,244 | -17.05% | Q1 2026 | May 07, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 30,100 | 1,582 | 1.01% | 1.03% | 444 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 29,742 | 1,563 | 0.9% | 0.85% | 445 | +1,691 | 6.03% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 29,421 | 1,546 | 0.0% | 0.0% | 446 | -1,442 | -4.67% | Q1 2026 | May 13, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 29,288 | 1,539 | 0.92% | 1.32% | 447 | -8,845 | -23.2% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 29,090 | 1,528 | 0.34% | 0.33% | 448 | -30 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 28,902 | 1,519 | 0.14% | 0.15% | 449 | -1,251 | -4.15% | Q1 2026 | Apr 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 28,812 | 1,514 | 0.01% | 0.63% | 450 | -1,182,327 | -97.62% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Reduced | 28,786 | 1,512 | 0.11% | 0.11% | 451 | -954 | -3.21% | Q1 2026 | May 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 28,604 | 1,505 | 0.2% | 0.22% | 452 | -3,000 | -9.49% | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors LLC | History | No change | 28,613 | 1,503 | 0.82% | 0.83% | 453 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FineMark National Bank & Trust | History | No change | 28,163 | 1,489 | 0.05% | 0.05% | 454 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 28,279 | 1,486 | 0.28% | 0.3% | 455 | +317 | 1.13% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,249 | 1,484 | 0.04% | 0.03% | 456 | +10,731 | 61.26% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 28,181 | 1,481 | 0.04% | 1.69% | 457 | -1,169,486 | -97.65% | Q1 2026 | Apr 16, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 28,021 | 1,473 | 0.05% | 0.05% | 458 | -20 | -0.07% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 28,021 | 1,472 | 0.03% | 0.03% | 459 | -4,376 | -13.51% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 27,985 | 1,470 | 0.02% | 0.02% | 460 | -618 | -2.16% | Q1 2026 | Apr 21, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 27,789 | 1,460 | 0.41% | 0.43% | 461 | -1,530 | -5.22% | Q1 2026 | May 11, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 27,571 | 1,449 | 0.06% | 2.16% | 463 | -925,432 | -97.11% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,579 | 1,449 | 0.0% | 0.0% | 462 | -2,437 | -8.12% | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 27,280 | 1,433 | 0.19% | 0.08% | 464 | +15,627 | 134.1% | Q1 2026 | Apr 23, 2026 |
| Cumberland Partners Ltd | History | Added to | 26,977 | 1,417 | 0.11% | 0.08% | 465 | +1,745 | 6.92% | Q1 2026 | May 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 26,952 | 1,416 | 1.26% | — | 466 | +26,952 | New | Q1 2026 | May 07, 2026 |
| Solstein Capital, LLC | History | Reduced | 26,793 | 1,408 | 0.58% | 0.7% | 467 | -6,342 | -19.14% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 26,697 | 1,399 | 0.07% | 0.07% | 468 | -1,520 | -5.39% | Q1 2026 | May 12, 2026 |
| Woodside Wealth Management LLC | History | Added to | 26,492 | 1,392 | 1.09% | 1.0% | 469 | +1,059 | 4.16% | Q1 2026 | Apr 13, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 26,270 | 1,380 | 1.1% | 1.1% | 470 | +2,252 | 9.38% | Q1 2026 | May 07, 2026 |
| Systelligence, LLC | History | New | 25,840 | 1,358 | 0.26% | — | 471 | +25,840 | New | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,767 | 1,354 | 0.05% | 0.14% | 472 | -48,368 | -65.24% | Q1 2026 | Apr 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 25,661 | 1,348 | 0.05% | 0.06% | 473 | +531 | 2.11% | Q1 2026 | May 04, 2026 |
| Weaver Consulting Group | History | Reduced | 25,482 | 1,339 | 0.32% | 0.34% | 474 | -1,133 | -4.26% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 25,440 | 1,332 | 0.03% | 0.03% | 475 | -5 | -0.02% | Q1 2026 | Apr 28, 2026 |
| Plancorp, LLC | History | Added to | 25,320 | 1,329 | 0.04% | 0.04% | 476 | +973 | 4.0% | Q1 2026 | Apr 14, 2026 |
| American National Bank of Texas | History | Added to | 24,779 | 1,302 | 1.24% | 1.19% | 477 | +1,299 | 5.53% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 24,518 | 1,288 | 0.07% | 0.07% | 478 | -890 | -3.5% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 24,488 | 1,287 | 0.08% | 0.07% | 479 | +2,764 | 12.72% | Q1 2026 | May 13, 2026 |
| Pacific Point Advisors, LLC | History | No change | 24,231 | 1,273 | 0.67% | 0.69% | 480 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SWP FINANCIAL LLC | History | Added to | 24,038 | 1,263 | 0.64% | 0.47% | 481 | +6,268 | 35.27% | Q1 2026 | Apr 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 23,942 | 1,258 | 0.55% | 0.6% | 482 | -1,250 | -4.96% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 23,766 | 1,249 | 0.03% | 0.03% | 483 | -94 | -0.39% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,720 | 1,246 | 0.06% | 0.06% | 484 | +1,574 | 7.11% | Q1 2026 | Apr 28, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 23,649 | 1,242 | 0.33% | 0.35% | 485 | -74 | -0.31% | Q1 2026 | Apr 24, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 23,490 | 1,235 | 0.65% | 0.66% | 486 | -80 | -0.34% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 23,439 | 1,231 | 0.94% | — | 487 | +23,439 | New | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | New | 23,247 | 1,221 | 0.84% | — | 488 | +23,247 | New | Q1 2026 | Apr 15, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 23,201 | 1,219 | 0.63% | 0.58% | 489 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | Added to | 22,999 | 1,208 | 0.09% | 0.1% | 490 | +36 | 0.16% | Q1 2026 | May 07, 2026 |
| PEOPLES BANK /OH | History | Added to | 22,918 | 1,204 | 0.74% | 0.75% | 491 | +199 | 0.88% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 22,799 | 1,198 | 0.04% | 0.04% | 492 | +1,022 | 4.69% | Q1 2026 | Apr 22, 2026 |
| McCartney Wealth Management LLC | History | Added to | 22,744 | 1,195 | 1.01% | 1.01% | 493 | +665 | 3.01% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 22,501 | 1,182 | 0.09% | — | 494 | +22,501 | New | Q1 2026 | Apr 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,460 | 1,180 | 0.43% | 0.42% | 495 | -1,020 | -4.34% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,428 | 1,178 | 0.01% | 0.09% | 496 | -220,365 | -90.76% | Q1 2026 | May 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 22,422 | 1,178 | 0.17% | 0.05% | 497 | +17,199 | 329.29% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 21,931 | 1,152 | 0.04% | 0.03% | 498 | +5,548 | 33.86% | Q1 2026 | May 15, 2026 |
| Peak Planning Group, LLC | History | Added to | 21,872 | 1,149 | 0.32% | 0.31% | 499 | +748 | 3.54% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 21,851 | 1,148 | 0.07% | 0.06% | 500 | -86 | -0.39% | Q1 2026 | May 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 21,634 | 1,137 | 0.13% | 0.13% | 501 | -1,191 | -5.22% | Q1 2026 | May 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 21,531 | 1,131 | 0.47% | — | 502 | +21,531 | New | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,478 | 1,128 | 0.01% | 0.0% | 503 | +15,698 | 271.59% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 21,348 | 1,122 | 0.03% | 0.03% | 504 | -652 | -2.96% | Q1 2026 | Apr 13, 2026 |
| PROTECTIVE LIFE CORP | History | New | 20,833 | 1,094 | 3.64% | — | 505 | +20,833 | New | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,635 | 1,091 | 0.23% | 0.23% | 506 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | New | 20,743 | 1,090 | 0.07% | — | 507 | +20,743 | New | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 20,708 | 1,088 | 0.05% | 0.03% | 508 | +3,972 | 23.73% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Added to | 20,604 | 1,082 | 1.07% | 1.05% | 509 | +9 | 0.04% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 20,058 | 1,054 | 0.01% | 0.01% | 510 | +1,204 | 6.39% | Q1 2026 | May 01, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 19,901 | 1,049 | 0.32% | 0.35% | 511 | -335 | -1.66% | Q1 2026 | May 12, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 19,907 | 1,046 | 0.11% | 0.11% | 512 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,813 | 1,041 | 0.06% | 0.07% | 513 | +298 | 1.53% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,552 | 1,027 | 0.02% | 0.07% | 514 | -41,099 | -67.76% | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 19,507 | 1,025 | 0.66% | 0.63% | 515 | +929 | 5.0% | Q1 2026 | Apr 24, 2026 |
| Exchange Bank | History | Reduced | 19,274 | 1,013 | 0.7% | 0.81% | 516 | -2,889 | -13.04% | Q1 2026 | Apr 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 19,224 | 1,010 | 0.28% | 0.28% | 517 | +350 | 1.85% | Q1 2026 | May 08, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 19,182 | 1,008 | 0.73% | 0.78% | 518 | -237 | -1.22% | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,153 | 1,006 | 0.0% | 0.0% | 519 | +8,469 | 79.27% | Q1 2026 | May 15, 2026 |
| Powerhouse Assets LLC | History | Added to | 18,984 | 997 | 0.87% | 0.77% | 520 | +2,329 | 13.98% | Q1 2026 | Apr 28, 2026 |
| Saiph Capital, LLC | History | Reduced | 18,880 | 992 | 0.38% | 0.36% | 522 | -331 | -1.72% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 18,874 | 992 | 0.01% | 0.01% | 521 | +158 | 0.84% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 18,749 | 991 | 0.06% | 0.06% | 523 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 18,452 | 969 | 0.07% | 0.05% | 524 | +3,860 | 26.45% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 18,398 | 966 | 0.01% | 0.02% | 525 | -791 | -4.12% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 18,286 | 961 | 0.0% | 0.0% | 526 | +12,587 | 220.86% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 18,245 | 958 | 0.01% | — | 527 | +18,245 | New | Q1 2026 | May 01, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 18,136 | 953 | 0.01% | 0.01% | 528 | +3,506 | 23.96% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 18,119 | 949 | 0.15% | 0.17% | 529 | -592 | -3.16% | Q1 2026 | Apr 14, 2026 |
| Stelac Advisory Services LLC | History | New | 17,960 | 943 | 0.19% | — | 530 | +17,960 | New | Q1 2026 | May 08, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 17,898 | 940 | 0.73% | 0.77% | 531 | -346 | -1.9% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 17,788 | 934 | 0.02% | 0.02% | 532 | -146 | -0.81% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,750 | 932 | 0.13% | 0.13% | 533 | +160 | 0.91% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,506 | 917 | 0.02% | 0.01% | 534 | +2,391 | 15.82% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 17,301 | 909 | 0.15% | 0.15% | 535 | +98 | 0.57% | Q1 2026 | May 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 17,257 | 907 | 0.08% | 0.09% | 536 | -141 | -0.81% | Q1 2026 | May 14, 2026 |
| Mount Lucas Management LP | History | Added to | 17,157 | 901 | 0.33% | 0.33% | 537 | +1,544 | 9.89% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 17,123 | 900 | 0.02% | 0.02% | 538 | +1,008 | 6.26% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 17,122 | 899 | 0.0% | 0.01% | 539 | -7,729 | -31.1% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 17,097 | 898 | 0.04% | 0.04% | 540 | +21 | 0.12% | Q1 2026 | Apr 27, 2026 |
| PALLADIEM, LLC | History | Reduced | 17,047 | 895 | 0.85% | 0.85% | 541 | -8 | -0.05% | Q1 2026 | May 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 16,944 | 890 | 0.42% | 0.41% | 542 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 16,908 | 888 | 0.28% | 0.27% | 543 | -267 | -1.55% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,886 | 887 | 0.0% | 0.0% | 544 | -423,178 | -96.16% | Q1 2026 | May 15, 2026 |
| Stonekeep Investments, LLC | History | No change | 16,853 | 885 | 0.57% | 0.57% | 545 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| UNION SAVINGS BANK | History | Added to | 16,673 | 876 | 0.38% | 0.37% | 546 | +641 | 4.0% | Q1 2026 | Apr 17, 2026 |
| Allie Family Office LLC | History | Added to | 16,640 | 874 | 0.38% | 0.39% | 547 | +1,000 | 6.39% | Q1 2026 | May 13, 2026 |
| First Washington CORP | History | Reduced | 16,620 | 873 | 0.25% | 0.43% | 548 | -14,800 | -47.1% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 16,587 | 871 | 0.03% | 0.15% | 549 | -46,292 | -73.62% | Q1 2026 | May 19, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 16,447 | 864 | 0.06% | 0.07% | 550 | -1,643 | -9.08% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,388 | 861 | 0.02% | 0.02% | 551 | -2,624 | -13.8% | Q1 2026 | Apr 10, 2026 |
| Unify Financial Advisors | History | Added to | 16,325 | 858 | 0.89% | 0.89% | 552 | +160 | 0.99% | Q1 2026 | Apr 23, 2026 |
| FDx Advisors, Inc. | History | Reduced | 16,037 | 843 | 0.27% | 0.49% | 553 | -2,289 | -12.49% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 16,000 | 840 | 0.12% | 0.11% | 554 | +1,807 | 12.73% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | No change | 15,950 | 838 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 15,906 | 836 | 0.06% | 0.08% | 556 | -5,439 | -25.48% | Q1 2026 | May 12, 2026 |
| SkyOak Wealth, LLC | History | Added to | 15,909 | 836 | 0.15% | 0.14% | 557 | +1,174 | 7.97% | Q1 2026 | Apr 30, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 15,814 | 831 | 0.54% | 0.3% | 558 | +6,821 | 75.85% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Advisory, LLC | History | New | 15,801 | 830 | 0.08% | — | 559 | +15,801 | New | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 15,761 | 828 | 0.05% | 0.06% | 560 | -3,891 | -19.8% | Q1 2026 | Apr 20, 2026 |
| KDT Advisors, LLC | History | No change | 15,725 | 826 | 1.32% | 1.17% | 561 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 15,658 | 822 | 0.16% | 0.16% | 562 | -142 | -0.9% | Q1 2026 | May 12, 2026 |
| Phoenix Financial Ltd. | History | Added to | 15,598 | 819 | 0.01% | 0.01% | 563 | +600 | 4.0% | Q1 2026 | May 11, 2026 |
| Cloud Capital Management, LLC | History | Added to | 15,596 | 818 | 0.36% | 0.33% | 564 | +2,194 | 16.37% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,554 | 817 | 0.01% | 0.01% | 565 | +1,098 | 7.6% | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 15,530 | 816 | 0.0% | 0.0% | 566 | +1,494 | 10.64% | Q1 2026 | Apr 22, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 15,480 | 813 | 0.08% | 0.11% | 567 | -4,524 | -22.62% | Q1 2026 | Apr 08, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 15,467 | 812 | 0.2% | 0.2% | 568 | -1,475 | -8.71% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | New | 15,283 | 803 | 0.27% | — | 569 | +15,283 | New | Q1 2026 | May 21, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 15,255 | 801 | 0.82% | 0.7% | 570 | -540 | -3.42% | Q1 2026 | May 07, 2026 |
| LVW Advisors, LLC | History | Added to | 15,161 | 796 | 0.08% | 0.06% | 572 | +3,397 | 28.88% | Q1 2026 | Apr 20, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 15,145 | 796 | 0.04% | 0.04% | 571 | -165 | -1.08% | Q1 2026 | Apr 29, 2026 |
| BANK HAPOALIM BM | History | Added to | 15,056 | 791 | 0.12% | 0.06% | 573 | +1,683 | 12.59% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,032 | 790 | 0.0% | 0.01% | 574 | -9,795 | -39.45% | Q1 2026 | Apr 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 14,990 | 787 | 0.08% | 0.07% | 575 | +200 | 1.35% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | New | 14,862 | 781 | 0.15% | — | 576 | +14,862 | New | Q1 2026 | May 07, 2026 |
| Cardinal Capital Management | History | No change | 14,770 | 776 | 0.1% | 0.1% | 577 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rossmore Private Capital | History | Reduced | 14,689 | 772 | 0.07% | 0.07% | 578 | -46 | -0.31% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 14,479 | 761 | 0.01% | 0.02% | 579 | -7,299 | -33.52% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,452 | 759 | 0.03% | 0.01% | 580 | +8,818 | 156.51% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | No change | 14,057 | 738 | 0.14% | 0.15% | 581 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 13,986 | 735 | 3.25% | 4.57% | 582 | -323,268 | -95.85% | Q1 2026 | May 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 13,985 | 735 | 0.51% | 0.5% | 583 | +153 | 1.11% | Q1 2026 | Apr 16, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 13,893 | 730 | 0.14% | 0.16% | 584 | -807 | -5.49% | Q1 2026 | Apr 20, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 13,679 | 718 | 0.05% | 0.09% | 585 | -11,508 | -45.69% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | Added to | 13,579 | 713 | 0.12% | 0.04% | 586 | +8,729 | 179.98% | Q1 2026 | May 06, 2026 |
| Forum Private Client Group LLC | History | Reduced | 13,512 | 710 | 0.24% | 0.25% | 587 | -492 | -3.51% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 13,496 | 709 | 0.1% | 0.1% | 588 | +1,176 | 9.55% | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Group | History | Added to | 13,440 | 706 | 0.08% | 0.04% | 589 | +6,550 | 95.07% | Q1 2026 | May 15, 2026 |
| Peloton Wealth Strategists | History | Added to | 13,328 | 701 | 0.28% | 0.24% | 590 | +1,456 | 12.26% | Q1 2026 | May 14, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 13,338 | 701 | 0.77% | 0.76% | 592 | +1,016 | 8.25% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 13,338 | 701 | 0.01% | 0.01% | 591 | +183 | 1.39% | Q1 2026 | Apr 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 13,323 | 700 | 0.24% | 0.24% | 593 | -256 | -1.89% | Q1 2026 | Apr 23, 2026 |
| Severin Investments, LLC | History | New | 13,278 | 697 | 0.6% | — | 595 | +13,278 | New | Q1 2026 | Apr 24, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 13,270 | 697 | 0.05% | 0.05% | 594 | -208 | -1.54% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 13,150 | 692 | 0.04% | 0.04% | 596 | +310 | 2.41% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 13,116 | 689 | 0.03% | 0.04% | 597 | -3,561 | -21.35% | Q1 2026 | May 04, 2026 |
| Emerald Investment Advisers, LLC | History | New | 13,101 | 688 | 0.06% | — | 598 | +13,101 | New | Q1 2026 | May 11, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,005 | 683 | 0.15% | 0.14% | 599 | +764 | 6.24% | Q1 2026 | May 08, 2026 |
| Wynn Capital, LLC | History | No change | 12,900 | 678 | 0.35% | 0.33% | 600 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,873 | 676 | 0.0% | 0.0% | 601 | -131 | -1.01% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 12,783 | 671 | 0.56% | — | 602 | +12,783 | New | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Added to | 12,757 | 670 | 0.24% | 0.18% | 603 | +3,845 | 43.14% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 12,685 | 666 | 0.18% | 0.18% | 604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,659 | 665 | 0.04% | 0.04% | 605 | +726 | 6.08% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 12,512 | 656 | 0.06% | 0.07% | 606 | +2,249 | 21.91% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Added to | 12,371 | 650 | 0.02% | 0.02% | 607 | +526 | 4.44% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,354 | 649 | 0.0% | — | 609 | +12,354 | New | Q1 2026 | May 13, 2026 |
| Avant Financial Advisors LLC | History | No change | 12,361 | 649 | 0.46% | 0.47% | 608 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,259 | 644 | 0.05% | 0.04% | 610 | +880 | 7.73% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | New | 12,146 | 638 | 0.04% | — | 611 | +12,146 | New | Q1 2026 | May 11, 2026 |
| GreatBanc Trust CO | History | Reduced | 12,080 | 634 | 0.44% | 0.46% | 612 | -400 | -3.21% | Q1 2026 | Apr 30, 2026 |
| BankPlus Trust Department | History | Reduced | 12,066 | 634 | 0.17% | 0.17% | 613 | -256 | -2.08% | Q1 2026 | May 11, 2026 |
| Alpha Financial Partners LLC | History | Added to | 12,048 | 633 | 0.37% | 0.39% | 614 | +90 | 0.75% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | New | 11,912 | 626 | 0.07% | — | 615 | +11,912 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11,872 | 624 | 0.02% | 0.1% | 616 | -43,613 | -78.6% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,743 | 617 | 0.04% | 0.04% | 617 | -76 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | No change | 11,710 | 615 | 0.06% | 0.06% | 618 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 11,698 | 614 | 0.06% | 0.47% | 619 | -77,990 | -86.96% | Q1 2026 | Apr 30, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 11,676 | 613 | 0.15% | 0.08% | 620 | +5,491 | 88.78% | Q1 2026 | May 12, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 11,614 | 610 | 0.12% | 0.16% | 621 | -2,955 | -20.28% | Q1 2026 | Apr 20, 2026 |
| National Philanthropic Trust | History | Added to | 11,580 | 608 | 0.01% | 0.0% | 623 | +4,266 | 58.33% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 11,570 | 608 | 0.0% | 0.0% | 622 | +2,348 | 25.46% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 11,557 | 607 | 0.64% | 0.91% | 624 | +2,418 | 26.46% | Q1 2026 | May 13, 2026 |
| F/m Investments LLC | History | Reduced | 11,491 | 603 | 0.04% | 0.05% | 625 | -14,084 | -55.07% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,417 | 600 | 0.01% | 0.01% | 626 | -713 | -5.88% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 11,392 | 598 | 0.29% | 0.33% | 628 | -1,895 | -14.26% | Q1 2026 | May 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 11,388 | 598 | 0.38% | 0.4% | 627 | +72 | 0.64% | Q1 2026 | Apr 10, 2026 |
| Rock Creek Group LLC | History | No change | 11,347 | 596 | 0.06% | 0.07% | 629 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 11,343 | 596 | 0.02% | 0.02% | 630 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,311 | 595 | 0.02% | 0.02% | 631 | -44 | -0.39% | Q1 2026 | Apr 21, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 11,059 | 581 | 0.06% | 0.06% | 632 | -1,166 | -9.54% | Q1 2026 | Apr 10, 2026 |
| Lewis Asset Management, LLC | History | Added to | 11,071 | 581 | 0.24% | 0.24% | 633 | +60 | 0.54% | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | Added to | 11,052 | 579 | 0.04% | 0.02% | 634 | +6,407 | 137.93% | Q1 2026 | Apr 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 11,029 | 579 | 0.31% | 0.32% | 636 | +81 | 0.74% | Q1 2026 | May 01, 2026 |
| SAGE ADVISORS, LLC | History | No change | 10,953 | 579 | 0.38% | 0.38% | 635 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 10,879 | 571 | 0.45% | 0.43% | 637 | +556 | 5.39% | Q1 2026 | Apr 20, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 10,862 | 570 | 0.47% | 0.42% | 638 | -620 | -5.4% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,844 | 569 | 0.01% | 0.01% | 639 | +2,183 | 25.2% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 10,688 | 561 | 0.16% | 0.2% | 640 | -2,274 | -17.54% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,672 | 560 | 0.02% | 0.02% | 641 | +1,561 | 17.13% | Q1 2026 | Apr 28, 2026 |
| Dodds Wealth, LLC | History | Added to | 10,602 | 557 | 0.14% | 0.14% | 642 | +3 | 0.03% | Q1 2026 | May 08, 2026 |
| EJMK Ventures LLC | History | Reduced | 10,593 | 556 | 0.31% | 0.5% | 643 | -4,899 | -31.62% | Q1 2026 | Apr 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 10,461 | 549 | 0.03% | 0.02% | 644 | +2,688 | 34.58% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 10,360 | 544 | 0.12% | 0.13% | 645 | -304 | -2.85% | Q1 2026 | May 14, 2026 |
| Total Wealth Planning, LLC | History | No change | 10,248 | 541 | 1.16% | 1.16% | 646 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,257 | 539 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,152 | 533 | 0.03% | 0.03% | 648 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 10,130 | 532 | 0.42% | 0.59% | 649 | -3,081 | -23.32% | Q1 2026 | Apr 09, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,073 | 529 | 0.0% | 0.0% | 650 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| 1492 Capital Management LLC | History | Added to | 10,047 | 528 | 0.2% | 0.18% | 651 | +899 | 9.83% | Q1 2026 | Apr 22, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 10,050 | 528 | 0.0% | 0.0% | 652 | +753 | 8.1% | Q1 2026 | May 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 9,945 | 522 | 0.5% | 0.44% | 654 | +1,575 | 18.82% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,945 | 522 | 0.04% | 0.04% | 653 | +349 | 3.64% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,916 | 521 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,876 | 519 | 0.03% | 0.03% | 656 | +4,796 | 94.41% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 9,891 | 519 | 0.16% | 0.22% | 657 | -3,519 | -26.24% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 9,857 | 518 | 0.12% | 0.12% | 658 | -60 | -0.61% | Q1 2026 | Apr 22, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 9,820 | 516 | 0.0% | 0.0% | 659 | -1,370 | -12.24% | Q1 2026 | May 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 9,781 | 514 | 0.17% | 0.13% | 660 | +2,182 | 28.71% | Q1 2026 | Apr 21, 2026 |
| Ninety One UK Ltd | History | No change | 9,570 | 503 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brucke Financial, Inc. | History | Added to | 9,524 | 500 | 0.25% | 0.24% | 662 | +1,186 | 14.22% | Q1 2026 | Apr 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 9,520 | 500 | 0.08% | 0.09% | 663 | -965 | -9.2% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | Added to | 9,484 | 498 | 0.01% | 0.0% | 664 | +5,300 | 126.67% | Q1 2026 | May 15, 2026 |
| Clarendon Private LLC | History | Added to | 9,450 | 496 | 0.38% | 0.4% | 665 | +431 | 4.78% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 9,299 | 488 | 0.04% | 0.03% | 666 | +4,428 | 90.91% | Q1 2026 | May 12, 2026 |
| MA Private Wealth | History | Reduced | 9,243 | 485 | 0.08% | 0.09% | 667 | -757 | -7.57% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 9,240 | 485 | 0.03% | 0.03% | 668 | +5 | 0.05% | Q1 2026 | May 14, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 9,200 | 483 | 0.4% | 0.41% | 669 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,169 | 481 | 0.0% | 0.0% | 670 | -43,957 | -82.74% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | New | 9,170 | 481 | 0.02% | — | 671 | +9,170 | New | Q1 2026 | May 13, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 9,139 | 480 | 0.18% | 0.19% | 672 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,117 | 479 | 0.03% | 0.04% | 673 | -3,016 | -24.86% | Q1 2026 | Apr 16, 2026 |
| CGN Advisors LLC | History | Added to | 9,100 | 478 | 0.04% | 0.03% | 674 | +1,693 | 22.86% | Q1 2026 | Apr 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 9,090 | 477 | 0.06% | 0.07% | 676 | -801 | -8.1% | Q1 2026 | May 13, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 9,079 | 477 | 0.32% | 0.33% | 675 | -30 | -0.33% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,055 | 475 | 0.01% | 0.01% | 677 | -2,180 | -19.4% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 9,048 | 475 | 0.1% | 0.1% | 678 | +47 | 0.52% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,000 | 473 | 0.01% | 0.0% | 679 | +7,769 | 631.11% | Q1 2026 | May 05, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 8,903 | 467 | 0.24% | 0.19% | 680 | +2,311 | 35.06% | Q1 2026 | Apr 21, 2026 |
| Two West Capital Advisors LLC | History | Added to | 8,874 | 465 | 0.25% | 0.25% | 681 | +853 | 10.63% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,807 | 462 | 0.05% | 0.06% | 682 | -1,929 | -17.97% | Q1 2026 | Apr 28, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 8,805 | 460 | 0.05% | 0.04% | 683 | +765 | 9.51% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,692 | 456 | 0.0% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 8,600 | 452 | 0.21% | 0.2% | 685 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,583 | 451 | 0.05% | 0.05% | 686 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,559 | 449 | 0.01% | 0.01% | 687 | -963 | -10.11% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | No change | 8,478 | 445 | 0.25% | 0.23% | 688 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 8,475 | 445 | 0.07% | 0.07% | 689 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 8,441 | 443 | 0.01% | 0.01% | 690 | -1,667 | -16.49% | Q1 2026 | May 04, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 8,402 | 441 | 0.1% | 0.11% | 692 | -484 | -5.45% | Q1 2026 | Apr 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,404 | 441 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Bridge, LLC | History | No change | 8,382 | 440 | 0.17% | 0.18% | 693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 8,329 | 437 | 0.03% | 0.03% | 694 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 8,285 | 435 | 0.07% | 0.06% | 695 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HEADINVEST, LLC | History | Added to | 8,271 | 434 | 0.09% | 0.07% | 696 | +1,250 | 17.8% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 8,182 | 430 | 0.01% | 0.01% | 697 | +555 | 7.28% | Q1 2026 | May 15, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 8,144 | 428 | 0.31% | 0.35% | 698 | -512 | -5.91% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,122 | 426 | 0.0% | 0.0% | 699 | -966 | -10.63% | Q1 2026 | Apr 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 8,086 | 424 | 0.08% | 0.15% | 701 | -20,450 | -71.66% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,069 | 424 | 0.01% | 0.0% | 700 | +2,386 | 41.98% | Q1 2026 | May 11, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,026 | 421 | 0.08% | 0.08% | 702 | +4,042 | 101.46% | Q1 2026 | Apr 29, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 8,000 | 420 | 0.31% | 0.01% | 703 | +7,824 | 4445.45% | Q1 2026 | Apr 16, 2026 |
| Ceeto Capital Group, LLC | History | No change | 8,000 | 420 | 0.13% | 0.12% | 704 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 7,929 | 416 | 0.06% | 0.06% | 705 | +25 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,906 | 415 | 0.01% | 0.01% | 706 | -246 | -3.02% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | No change | 7,914 | 415 | 0.13% | 0.12% | 707 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 7,844 | 412 | 0.01% | 0.04% | 708 | -17,785 | -69.39% | Q1 2026 | May 18, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 7,729 | 406 | 0.22% | 0.24% | 709 | -604 | -7.25% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 7,718 | 405 | 0.36% | 0.35% | 711 | +1,065 | 16.01% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,716 | 405 | 0.01% | 0.01% | 710 | +3 | 0.04% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,672 | 403 | 0.09% | 0.09% | 712 | +562 | 7.9% | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | Reduced | 7,640 | 401 | 0.49% | 0.46% | 713 | -121 | -1.56% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,504 | 394 | 0.01% | 0.04% | 715 | -15,616 | -67.54% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Reduced | 7,515 | 394 | 0.03% | 0.03% | 716 | -114 | -1.49% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,508 | 394 | 0.02% | 0.02% | 714 | -21 | -0.28% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 7,431 | 390 | 0.15% | — | 718 | +7,431 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 7,431 | 390 | 0.15% | 0.15% | 717 | +42 | 0.57% | Q1 2026 | Apr 23, 2026 |
| American Trust | History | Added to | 7,331 | 385 | 0.03% | 0.03% | 719 | +76 | 1.05% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 7,317 | 384 | 0.04% | 0.04% | 720 | -199 | -2.65% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | New | 7,302 | 383 | 0.02% | — | 721 | +7,302 | New | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 7,258 | 381 | 0.28% | 0.34% | 722 | -588 | -7.49% | Q1 2026 | Apr 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 7,247 | 380 | 0.12% | 0.12% | 723 | -827 | -10.24% | Q1 2026 | Apr 27, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 7,195 | 378 | 0.23% | 0.23% | 724 | +14 | 0.19% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Reduced | 7,165 | 376 | 0.02% | 0.43% | 725 | -158,588 | -95.68% | Q1 2026 | May 05, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 7,171 | 376 | 0.23% | — | 726 | +7,171 | New | Q1 2026 | Apr 14, 2026 |
| TRUEFG, LLC | History | Added to | 7,073 | 371 | 0.1% | 0.1% | 728 | +59 | 0.84% | Q1 2026 | Apr 22, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 7,071 | 371 | 0.03% | 0.03% | 727 | +26 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | Added to | 7,056 | 370 | 0.01% | 0.01% | 729 | +41 | 0.58% | Q1 2026 | May 13, 2026 |
| Oath Planning, LLC | History | Added to | 7,016 | 368 | 0.33% | 0.36% | 730 | +53 | 0.76% | Q1 2026 | May 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 6,962 | 365 | 0.05% | 0.03% | 731 | +2,488 | 55.61% | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,945 | 365 | 0.05% | 0.04% | 732 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Reduced | 6,932 | 364 | 0.06% | 0.07% | 733 | -78 | -1.11% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,911 | 363 | 0.0% | 0.0% | 734 | +5,726 | 483.21% | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 6,881 | 361 | 0.09% | 0.08% | 736 | +220 | 3.3% | Q1 2026 | May 11, 2026 |
| Janney Capital Management LLC | History | No change | 6,832 | 361 | 0.02% | 0.02% | 735 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 6,856 | 360 | 0.07% | 0.11% | 737 | -1,839 | -21.15% | Q1 2026 | May 11, 2026 |
| Value Partners Investments Inc. | History | No change | 6,833 | 358 | 0.03% | 0.03% | 738 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Downshift Financial, LLC | History | No change | 6,791 | 357 | 0.18% | 0.22% | 739 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 6,784 | 356 | 0.04% | 0.05% | 740 | -365 | -5.11% | Q1 2026 | Apr 30, 2026 |
| GEN Financial Management, INC. | History | No change | 6,751 | 354 | 0.22% | 0.22% | 741 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 6,727 | 353 | 0.13% | 0.13% | 742 | -23 | -0.34% | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Added to | 6,691 | 351 | 0.02% | 0.02% | 743 | +1,436 | 27.33% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Reduced | 6,664 | 350 | 0.02% | 0.02% | 744 | -1,825 | -21.5% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,654 | 349 | 0.04% | 0.27% | 745 | -30,762 | -82.22% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 6,604 | 347 | 0.01% | 0.01% | 746 | -150 | -2.22% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 6,581 | 345 | 0.09% | 0.1% | 748 | -364 | -5.24% | Q1 2026 | May 05, 2026 |
| Seascape Capital Management | History | No change | 6,560 | 345 | 0.1% | 0.1% | 747 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 6,502 | 341 | 0.03% | 0.03% | 749 | +626 | 10.65% | Q1 2026 | Apr 17, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,428 | 337 | 0.02% | 0.02% | 750 | +158 | 2.52% | Q1 2026 | Apr 20, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 6,401 | 336 | 0.15% | 0.12% | 752 | +1,315 | 25.86% | Q1 2026 | Apr 24, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 6,407 | 336 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,389 | 335 | 0.0% | — | 754 | +6,389 | New | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,383 | 335 | 0.01% | 0.01% | 753 | -2,038 | -24.2% | Q1 2026 | Apr 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 6,366 | 334 | 0.03% | 0.03% | 755 | +150 | 2.41% | Q1 2026 | Apr 07, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 6,327 | 332 | 0.02% | 0.03% | 756 | -1,600 | -20.18% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 6,331 | 332 | 0.17% | 0.17% | 757 | +47 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,299 | 331 | 0.02% | 0.02% | 758 | -557 | -8.12% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,285 | 330 | 0.03% | 0.02% | 759 | +1,379 | 28.11% | Q1 2026 | Apr 22, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 6,228 | 327 | 0.3% | — | 761 | +6,228 | New | Q1 2026 | May 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 6,223 | 327 | 0.03% | 0.02% | 760 | +283 | 4.76% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,117 | 321 | 0.01% | 0.01% | 762 | +191 | 3.22% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 6,078 | 319 | 0.03% | 0.03% | 763 | +475 | 8.48% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 6,064 | 318 | 0.02% | 0.03% | 764 | +1,983 | 48.59% | Q1 2026 | Apr 28, 2026 |
| Rede Wealth, LLC | History | Added to | 6,021 | 316 | 0.11% | 0.1% | 765 | +597 | 11.01% | Q1 2026 | Apr 10, 2026 |
| First Bank & Trust | History | New | 6,000 | 315 | 0.05% | — | 766 | +6,000 | New | Q1 2026 | Apr 10, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 5,992 | 314 | 0.14% | — | 767 | +5,992 | New | Q1 2026 | Apr 20, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 5,932 | 311 | 0.04% | 0.04% | 768 | +298 | 5.29% | Q1 2026 | Apr 28, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,907 | 310 | 0.05% | — | 769 | +5,907 | New | Q1 2026 | Apr 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 5,889 | 309 | 0.16% | 0.17% | 770 | -239 | -3.9% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | New | 5,864 | 308 | 0.04% | — | 771 | +5,864 | New | Q1 2026 | Apr 22, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 5,815 | 305 | 0.09% | 0.09% | 772 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Reduced | 5,733 | 301 | 0.06% | 0.09% | 776 | -2,478 | -30.18% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 5,735 | 301 | 0.01% | 0.01% | 773 | -199 | -3.35% | Q1 2026 | Apr 21, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 5,727 | 301 | 0.09% | 0.09% | 775 | +106 | 1.89% | Q1 2026 | Apr 16, 2026 |
| Americana Partners, LLC | History | No change | 5,729 | 301 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westshore Wealth, LLC | History | No change | 5,674 | 300 | 0.1% | 0.1% | 777 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5,706 | 299 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,665 | 297 | 0.01% | 0.01% | 779 | +257 | 4.75% | Q1 2026 | May 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 5,586 | 293 | 0.2% | 0.22% | 781 | +29 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,575 | 293 | 0.03% | 0.03% | 780 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 5,560 | 292 | 0.2% | 0.18% | 782 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,542 | 291 | 0.01% | — | 783 | +5,542 | New | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,521 | 290 | 0.03% | — | 786 | +5,521 | New | Q1 2026 | Apr 23, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,510 | 290 | 0.13% | 0.15% | 784 | -542 | -8.96% | Q1 2026 | Apr 23, 2026 |
| Tandem Investment Partners LLC | History | Added to | 5,522 | 290 | 0.25% | 0.23% | 785 | +398 | 7.77% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 5,512 | 289 | 0.0% | — | 787 | +5,512 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,483 | 288 | 0.0% | 0.0% | 789 | -3,496 | -38.94% | Q1 2026 | May 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 5,464 | 288 | 0.06% | 0.06% | 788 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| waypoint wealth counsel | History | No change | 5,485 | 288 | 0.15% | 0.11% | 790 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 5,465 | 287 | 0.08% | — | 792 | +5,465 | New | Q1 2026 | Apr 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,476 | 287 | 0.02% | 0.02% | 791 | +41 | 0.75% | Q1 2026 | Apr 08, 2026 |
| Orca Wealth Management, LLC | History | New | 5,444 | 286 | 0.2% | — | 794 | +5,444 | New | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 5,450 | 286 | 0.03% | 0.03% | 793 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 5,354 | 281 | 0.04% | 0.05% | 796 | +684 | 14.65% | Q1 2026 | May 06, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 5,361 | 281 | 0.12% | 0.14% | 795 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 5,327 | 279 | 0.2% | 0.27% | 797 | -1,224 | -18.68% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,303 | 278 | 0.0% | 0.01% | 798 | -11,636 | -68.69% | Q1 2026 | May 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 5,273 | 277 | 0.15% | 0.16% | 799 | -171 | -3.14% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 5,240 | 275 | 0.01% | — | 802 | +5,240 | New | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,247 | 275 | 0.02% | 0.01% | 800 | +3,707 | 240.71% | Q1 2026 | Apr 30, 2026 |
| Ignite Planners, LLC | History | No change | 5,251 | 275 | 0.04% | 0.04% | 801 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 5,217 | 274 | 0.1% | — | 804 | +5,217 | New | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 5,218 | 274 | 0.03% | 0.03% | 803 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| C2C Wealth Management, LLC | History | No change | 5,202 | 273 | 0.23% | 0.23% | 805 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GTS FINANCIAL, LLC | History | New | 5,209 | 272 | 0.22% | — | 807 | +5,209 | New | Q1 2026 | May 19, 2026 |
| Townsend & Associates, Inc | History | Reduced | 5,170 | 272 | 0.02% | 0.03% | 806 | -288 | -5.28% | Q1 2026 | Apr 28, 2026 |
| Warwick Investment Management, Inc. | History | New | 5,166 | 271 | 0.04% | — | 809 | +5,166 | New | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 5,158 | 271 | 0.05% | 0.06% | 808 | -581 | -10.12% | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | No change | 5,137 | 270 | 0.03% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,148 | 270 | 0.06% | 0.06% | 811 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 5,127 | 269 | 0.06% | 0.06% | 812 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,107 | 268 | 0.03% | 0.04% | 813 | -716 | -12.3% | Q1 2026 | May 04, 2026 |
| Disciplined Investments, LLC | History | No change | 5,086 | 267 | 0.1% | 0.1% | 814 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 5,059 | 265 | 0.04% | 0.04% | 815 | +43 | 0.86% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,012 | 263 | 0.04% | 0.06% | 816 | -2,645 | -34.54% | Q1 2026 | Apr 24, 2026 |
| 4J Wealth Management LLC | History | Added to | 4,999 | 262 | 0.15% | 0.14% | 818 | +290 | 6.16% | Q1 2026 | May 05, 2026 |
| Black Maple Capital Management LP | History | No change | 5,000 | 262 | 0.15% | 0.18% | 817 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 4,942 | 260 | 0.01% | 0.01% | 820 | +510 | 11.51% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4,964 | 260 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 4,928 | 259 | 0.03% | 0.03% | 821 | -723 | -12.79% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,938 | 259 | 0.01% | 0.01% | 822 | +5 | 0.1% | Q1 2026 | May 11, 2026 |
| Richardson Capital Management LLC | History | No change | 4,902 | 257 | 0.12% | 0.13% | 823 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,880 | 256 | 0.0% | 0.46% | 824 | -350,645 | -98.63% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 4,865 | 255 | 0.06% | 0.08% | 827 | -1,200 | -19.79% | Q1 2026 | Apr 22, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,873 | 255 | 0.03% | 0.03% | 826 | +289 | 6.3% | Q1 2026 | Apr 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 4,852 | 255 | 0.15% | 0.14% | 825 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 4,841 | 254 | 0.11% | 0.12% | 828 | +73 | 1.53% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Reduced | 4,794 | 251 | 0.03% | 0.03% | 829 | -172 | -3.46% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 4,740 | 249 | 0.01% | 0.01% | 830 | -1,559 | -24.75% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,700 | 247 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 4,691 | 246 | 0.02% | 0.02% | 832 | -876 | -15.74% | Q1 2026 | Apr 22, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 4,688 | 246 | 0.06% | 0.07% | 833 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,602 | 241 | 0.08% | 0.1% | 834 | -596 | -11.47% | Q1 2026 | Apr 23, 2026 |
| FourThought Financial Partners, LLC | History | No change | 4,531 | 238 | 0.02% | 0.02% | 835 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 4,511 | 237 | 0.03% | 0.03% | 836 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hexagon Capital Partners LLC | History | New | 4,469 | 234 | 0.03% | — | 838 | +4,469 | New | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,470 | 234 | 0.02% | 0.02% | 837 | +14 | 0.31% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 4,408 | 231 | 0.05% | 0.07% | 839 | -1,296 | -22.72% | Q1 2026 | May 05, 2026 |
| Compton Financial Group, LLC | History | Reduced | 4,387 | 230 | 0.05% | 0.06% | 842 | -908 | -17.15% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,391 | 230 | 0.0% | 0.0% | 840 | -303 | -6.46% | Q1 2026 | May 01, 2026 |
| eCIO, Inc. | History | Added to | 4,394 | 230 | 0.1% | 0.11% | 841 | +102 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,366 | 229 | 0.02% | 0.02% | 843 | -1,011 | -18.8% | Q1 2026 | May 01, 2026 |
| Navigoe, LLC | History | Added to | 4,254 | 223 | 0.13% | 0.13% | 844 | +189 | 4.65% | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,241 | 222 | 0.02% | 0.02% | 845 | +24 | 0.57% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,200 | 220 | 0.02% | — | 848 | +4,200 | New | Q1 2026 | Apr 21, 2026 |
| Front Row Advisors LLC | History | Added to | 4,191 | 220 | 0.07% | 0.07% | 846 | +1 | 0.02% | Q1 2026 | May 19, 2026 |
| Portland Financial Advisors Inc | History | No change | 4,190 | 220 | 0.46% | 0.47% | 847 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 4,182 | 219 | 0.0% | 0.0% | 849 | +873 | 26.38% | Q1 2026 | May 14, 2026 |
| SimpliFi, Inc. | History | Added to | 4,152 | 218 | 0.09% | 0.09% | 850 | +31 | 0.75% | Q1 2026 | Apr 22, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 4,147 | 217 | 0.03% | 0.03% | 851 | -17 | -0.41% | Q1 2026 | Apr 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 4,115 | 216 | 0.0% | 0.0% | 852 | -300 | -6.8% | Q1 2026 | May 14, 2026 |
| Legacy Capital Group California, Inc. | History | New | 4,092 | 215 | 0.08% | — | 853 | +4,092 | New | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | New | 4,068 | 213 | 0.0% | — | 854 | +4,068 | New | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | New | 4,034 | 212 | 0.01% | — | 855 | +4,034 | New | Q1 2026 | Apr 30, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 4,028 | 211 | 0.17% | 0.19% | 856 | +29 | 0.73% | Q1 2026 | Apr 22, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 4,000 | 210 | 0.05% | 0.05% | 857 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 4,000 | 210 | 0.05% | 0.06% | 858 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,991 | 209 | 0.01% | — | 860 | +3,991 | New | Q1 2026 | May 06, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 3,992 | 209 | 0.03% | 0.04% | 859 | -82 | -2.01% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,967 | 208 | 0.0% | — | 863 | +3,967 | New | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,963 | 208 | 0.01% | 0.01% | 861 | +649 | 19.58% | Q1 2026 | Apr 30, 2026 |
| Martin Capital Advisors, LLP | History | No change | 3,960 | 208 | 0.13% | 0.12% | 862 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 3,943 | 207 | 0.05% | 0.08% | 866 | -1,936 | -32.93% | Q1 2026 | Apr 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,944 | 207 | 0.0% | 0.0% | 864 | -174 | -4.23% | Q1 2026 | May 05, 2026 |
| Red Door Wealth Management, LLC | History | No change | 3,953 | 207 | 0.02% | 0.02% | 865 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MBL Wealth, LLC | History | Reduced | 3,930 | 206 | 0.02% | 0.02% | 867 | -200 | -4.84% | Q1 2026 | Apr 28, 2026 |
| New World Advisors LLC | History | Reduced | 3,902 | 205 | 0.04% | 0.2% | 868 | -17,758 | -81.99% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,877 | 204 | 0.01% | 0.01% | 869 | -787 | -16.87% | Q1 2026 | May 18, 2026 |
| Gryphon Financial Partners LLC | History | No change | 3,837 | 201 | 0.02% | 0.02% | 870 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunflower Bank, N.A. | History | No change | 3,830 | 201 | 0.05% | 0.05% | 871 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Valpey Financial Services, LLC | History | Added to | 3,816 | 200 | 0.13% | 0.13% | 872 | +28 | 0.74% | Q1 2026 | May 11, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 3,813 | 200 | 0.18% | 0.19% | 873 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 3,750 | 197 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,516 | 184 | 0.05% | 0.05% | 875 | +23 | 0.66% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 3,463 | 182 | 0.05% | 0.01% | 876 | +2,456 | 243.89% | Q1 2026 | Apr 06, 2026 |
| Colonial Trust Advisors | History | Added to | 3,404 | 178 | 0.01% | 0.01% | 877 | +1,000 | 41.6% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,376 | 177 | 0.01% | 0.01% | 878 | -19 | -0.56% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 3,351 | 176 | 0.04% | 0.04% | 879 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | Added to | 3,259 | 171 | 0.02% | 0.02% | 880 | +50 | 1.56% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,239 | 170 | 0.01% | 0.0% | 881 | +2,000 | 161.42% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,164 | 167 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Finance Group S.A. | History | New | 3,912 | 164 | 0.09% | — | 884 | +3,912 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,137 | 164 | 0.01% | 0.01% | 883 | +481 | 18.11% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,949 | 154 | 0.08% | 0.14% | 885 | -2,018 | -40.63% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 2,915 | 153 | 0.02% | 0.02% | 886 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,862 | 150 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 2,704 | 142 | 0.0% | — | 888 | +2,704 | New | Q1 2026 | Apr 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 2,513 | 132 | 0.13% | 0.12% | 889 | +297 | 13.4% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,347 | 123 | 0.06% | 0.11% | 890 | -1,733 | -42.48% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 2,301 | 120 | 0.02% | 0.02% | 891 | +871 | 60.91% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | Added to | 2,241 | 117 | 0.03% | 0.03% | 892 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,172 | 114 | 0.02% | 0.02% | 893 | -24 | -1.09% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,160 | 113 | 0.0% | 0.0% | 894 | +1,240 | 134.78% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,093 | 110 | 0.01% | 0.1% | 895 | -33,642 | -94.14% | Q1 2026 | Apr 17, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,080 | 109 | 0.06% | 0.06% | 896 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,020 | 106 | 0.04% | 0.04% | 897 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Main Street Group, LTD | History | New | 2,000 | 105 | 0.03% | — | 899 | +2,000 | New | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,010 | 105 | 0.0% | 0.0% | 898 | -609 | -23.25% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,965 | 103 | 0.0% | — | 901 | +1,965 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,974 | 103 | 0.03% | 0.03% | 900 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,952 | 102 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 1,929 | 101 | 0.02% | 0.02% | 903 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,800 | 94 | 0.0% | — | 905 | +1,800 | New | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1,788 | 94 | 0.02% | 0.02% | 904 | -261 | -12.74% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | No change | 1,706 | 89 | 0.02% | 0.02% | 906 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 1,700 | 89 | 0.01% | 0.01% | 907 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 1,618 | 85 | 0.06% | — | 908 | +1,618 | New | Q1 2026 | May 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,534 | 80 | 0.05% | 0.06% | 909 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,504 | 79 | 0.07% | 0.03% | 910 | +859 | 133.18% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,473 | 77 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Community Financial Services Group, LLC | History | New | 1,400 | 73 | 0.01% | — | 912 | +1,400 | New | Q1 2026 | Apr 08, 2026 |
| Park Place Capital Corp | History | Reduced | 1,280 | 67 | 0.01% | 0.05% | 913 | -3,347 | -72.34% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,271 | 66 | 0.01% | 0.0% | 915 | +901 | 243.51% | Q1 2026 | May 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,271 | 66 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Security National Bank | History | No change | 1,245 | 65 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BankChampaign, National Association | History | Reduced | 1,234 | 64 | 0.06% | 0.05% | 917 | -1,068 | -46.39% | Q1 2026 | May 21, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 1,198 | 62 | 0.06% | 0.07% | 918 | -180 | -13.06% | Q1 2026 | Apr 30, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,174 | 61 | 0.04% | — | 921 | +1,174 | New | Q1 2026 | Apr 21, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 1,174 | 61 | 0.02% | 0.02% | 920 | -13 | -1.1% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,169 | 61 | 0.0% | 0.0% | 919 | +9 | 0.78% | Q1 2026 | May 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 1,145 | 60 | 0.0% | 0.0% | 922 | +40 | 3.62% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,130 | 59 | 0.01% | 0.01% | 923 | +2 | 0.18% | Q1 2026 | May 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,111 | 58 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,089 | 57 | 0.0% | 0.0% | 926 | -605 | -35.71% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 1,092 | 57 | 0.01% | 0.01% | 925 | +8 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,039 | 54 | 0.01% | — | 928 | +1,039 | New | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | No change | 1,040 | 54 | 0.03% | 0.03% | 927 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,016 | 53 | 0.03% | 0.03% | 929 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 993 | 52 | 0.01% | 0.01% | 930 | +14 | 1.43% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 997 | 52 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Purpose Unlimited Inc. | History | New | 975 | 51 | 0.0% | — | 933 | +975 | New | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | No change | 979 | 51 | 0.01% | 0.01% | 932 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 956 | 50 | 0.0% | 0.01% | 935 | -1,360 | -58.72% | Q1 2026 | May 01, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 959 | 50 | 0.02% | — | 936 | +959 | New | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 960 | 50 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 935 | 49 | 0.03% | 0.0% | 938 | +912 | 3965.22% | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | No change | 948 | 49 | 0.01% | 0.01% | 937 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PlanVest Financial, Inc | History | New | 923 | 48 | 0.04% | — | 939 | +923 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Reduced | 900 | 47 | 0.0% | 0.01% | 941 | -1,010 | -52.88% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | No change | 903 | 47 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 888 | 46 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 860 | 45 | 0.0% | — | 944 | +860 | New | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | No change | 864 | 45 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 851 | 44 | 0.01% | 0.01% | 945 | +7 | 0.83% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 850 | 44 | 0.04% | 0.04% | 946 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 821 | 43 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 800 | 42 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kennebec Savings Bank | History | No change | 809 | 42 | 0.04% | 0.04% | 949 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bank of New Hampshire | History | Added to | 753 | 39 | 0.01% | 0.01% | 950 | +63 | 9.13% | Q1 2026 | Apr 13, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 734 | 38 | 0.02% | 0.03% | 951 | -815 | -52.61% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 729 | 38 | 0.0% | — | 953 | +729 | New | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 740 | 38 | 0.03% | 0.03% | 952 | -3 | -0.4% | Q1 2026 | May 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 682 | 35 | 0.01% | 0.02% | 954 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | No change | 649 | 34 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 596 | 31 | 0.02% | 0.01% | 957 | +252 | 73.26% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 604 | 31 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | Reduced | 580 | 30 | 0.0% | 0.0% | 958 | -3 | -0.51% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 546 | 28 | 0.0% | 0.0% | 959 | +368 | 206.74% | Q1 2026 | Apr 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 500 | 26 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PFS Partners, LLC | History | No change | 513 | 26 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Boreal Capital Management LLC | History | No change | 501 | 26 | 0.02% | 0.02% | 962 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reflection Asset Management | History | No change | 496 | 26 | 0.02% | 0.02% | 963 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| CITY HOLDING CO | History | Reduced | 490 | 25 | 0.0% | 0.0% | 964 | -70 | -12.5% | Q1 2026 | Apr 15, 2026 |
| Granite Investment Partners, LLC | History | No change | 476 | 25 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Added to | 470 | 24 | 0.0% | 0.0% | 967 | +132 | 39.05% | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 461 | 24 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 450 | 23 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Scarborough Advisors, LLC | History | New | 375 | 19 | 0.0% | — | 971 | +375 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 380 | 19 | 0.0% | 0.0% | 970 | +11 | 2.98% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 371 | 19 | 0.0% | 0.0% | 969 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 350 | 18 | 0.0% | 0.0% | 973 | -500 | -58.82% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 350 | 18 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 344 | 18 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ransom Advisory, Ltd | History | No change | 348 | 18 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 336 | 17 | 0.01% | 0.0% | 977 | +206 | 158.46% | Q1 2026 | Apr 24, 2026 |
| CKW FINANCIAL GROUP | History | No change | 333 | 17 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JCIC Asset Management Inc. | History | No change | 320 | 16 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Costello Asset Management, INC | History | No change | 282 | 14 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Piscataqua Savings Bank | History | No change | 283 | 14 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Decker Retirement Planning Inc. | History | No change | 283 | 14 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 255 | 13 | 0.01% | — | 986 | +255 | New | Q1 2026 | Apr 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 260 | 13 | 0.0% | 0.0% | 984 | +30 | 13.04% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 249 | 13 | 0.01% | 0.0% | 985 | -4 | -1.58% | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 242 | 12 | 0.01% | 0.0% | 988 | +180 | 290.32% | Q1 2026 | May 12, 2026 |
| Silicon Valley Capital Partners | History | Added to | 236 | 12 | 0.0% | 0.0% | 987 | +2 | 0.85% | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 989 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 200 | 10 | 0.0% | — | 992 | +200 | New | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 198 | 10 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 197 | 10 | 0.01% | 0.01% | 991 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 184 | 9 | 0.0% | 0.09% | 993 | -35,485 | -99.48% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 172 | 9 | 0.0% | — | 995 | +172 | New | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 178 | 9 | 0.01% | 0.01% | 994 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Register Financial Advisors LLC | History | Added to | 159 | 8 | 0.0% | 0.0% | 997 | +1 | 0.63% | Q1 2026 | Apr 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 156 | 8 | 0.01% | 0.01% | 998 | +1 | 0.65% | Q1 2026 | Apr 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 156 | 8 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 140 | 7 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | No change | 145 | 7 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 137 | 7 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Added to | 118 | 6 | 0.0% | 0.0% | 1002 | +1 | 0.85% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 98 | 5 | 0.0% | — | 1004 | +82 | 512.5% | Q1 2026 | Apr 06, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 99 | 5 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 65 | 3 | 0.0% | — | 1010 | +65 | New | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 61 | 3 | 0.0% | 0.0% | 1009 | -2 | -3.17% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 69 | 3 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55 | 2 | 0.0% | 0.0% | 1011 | -185 | -77.08% | Q1 2026 | May 12, 2026 |
| GGM Financial LLC | History | New | 56 | 2 | 0.0% | — | 1018 | +56 | New | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 35 | 2 | 0.0% | — | 1017 | +35 | New | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Olistico Wealth, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lummis Asset Management, LP | History | No change | 55 | 2 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 24 | 1 | 0.0% | — | 1024 | +24 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 26 | 1 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 22 | 1 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 37 | 1 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 22 | 1 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.01% | — | -570,062 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -184,317 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -180,549 | -100.0% | Q1 2026 | May 14, 2026 |
| PAYDEN & RYGEL | History | Closed out | 0 | 0 | — | 0.36% | — | -99,406 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -77,257 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.66% | — | -72,296 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -40,320 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Permanens Capital L.P. | History | Closed out | 0 | 0 | — | 0.26% | — | -37,203 | -100.0% | Q1 2026 | May 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -28,945 | -100.0% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,720 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,698 | -100.0% | Q1 2026 | May 01, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -22,738 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -19,251 | -100.0% | Q1 2026 | Apr 15, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.39% | — | -15,497 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,149 | -100.0% | Q1 2026 | May 12, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -13,896 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,766 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,556 | -100.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,408 | -100.0% | Q1 2026 | May 15, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -10,343 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Abacus Planning Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,078 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,730 | -100.0% | Q1 2026 | May 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,695 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,589 | -100.0% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -9,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,897 | -100.0% | Q1 2026 | May 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,125 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,583 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,321 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,610 | -100.0% | Q1 2026 | May 08, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,407 | -100.0% | Q1 2026 | May 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,170 | -100.0% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,480 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -5,250 | -100.0% | Q1 2026 | May 04, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,180 | -100.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,176 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,170 | -100.0% | Q1 2026 | May 05, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,055 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,009 | -100.0% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,952 | -100.0% | Q1 2026 | May 15, 2026 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,858 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Gilbert & Cook, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,277 | -100.0% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,068 | -100.0% | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,987 | -100.0% | Q1 2026 | May 18, 2026 |
| Adirondack Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,968 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Horizon Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,785 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,670 | -100.0% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 3 | 0 | — | 0.03% | — | -2,505 | -99.88% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,695 | -100.0% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,505 | -100.0% | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,260 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,096 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -467 | -100.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | May 01, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -139 | -100.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -131 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -61 | -100.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |