iSHARES TRUST - IJS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,210,240 | 380,253 | 0.02% | 0.02% | 1 | +109,315 | 3.53% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,148,988 | 372,997 | 0.03% | 0.03% | 2 | -93,761 | -2.89% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 1,940,467 | 229,848 | 17.63% | — | 3 | +1,940,467 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,632,259 | 193,341 | 0.01% | 0.01% | 4 | +309,552 | 23.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,432,802 | 169,715 | 0.03% | 0.03% | 5 | +173,373 | 13.77% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,092,944 | 129,459 | 0.02% | 0.02% | 6 | +39,193 | 3.72% | Q1 2026 | May 05, 2026 |
| USA FINANCIAL FORMULAS | History | New | 927,820 | 109,900 | 20.72% | — | 7 | +927,820 | New | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Reduced | 869,840 | 103,032 | 0.03% | 0.03% | 8 | -26,188 | -2.92% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 846,373 | 100,267 | 0.02% | 0.02% | 9 | +136,605 | 19.25% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 775,003 | 91,799 | 1.06% | 1.09% | 10 | -9,677 | -1.23% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 711,589 | 84,287 | 1.01% | 0.97% | 11 | -27,566 | -3.73% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 589,535 | 69,830 | 0.02% | 0.01% | 12 | +220,567 | 59.78% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 554,609 | 65,693 | 0.04% | 0.03% | 13 | -3,058 | -0.55% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 551,477 | 65,322 | 0.22% | 0.2% | 14 | -2,291 | -0.41% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 550,910 | 65,254 | 0.01% | 0.01% | 15 | +33,430 | 6.46% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 503,966 | 59,695 | 0.06% | 0.06% | 16 | +1,869 | 0.37% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 473,681 | 56,107 | 0.08% | 0.07% | 17 | -18,469 | -3.75% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 411,838 | 48,872 | 0.84% | 0.01% | 18 | +408,412 | 11920.96% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 399,861 | 47,363 | 0.01% | 0.01% | 19 | +85,165 | 27.06% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 375,660 | 44,496 | 0.03% | 0.03% | 20 | -6,563 | -1.72% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 374,664 | 43,676 | 0.02% | 0.02% | 21 | +37,935 | 11.27% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 367,261 | 43,502 | 0.28% | 0.28% | 22 | -15,338 | -4.01% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 342,789 | 40,603 | 0.65% | 0.55% | 23 | +42,188 | 14.03% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 327,688 | 37,982 | 0.0% | 0.0% | 24 | +7,746 | 2.42% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 302,770 | 35,864 | 0.03% | 0.03% | 25 | -2,953 | -0.97% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 300,334 | 35,574 | 0.04% | 0.04% | 26 | +5,583 | 1.89% | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 281,640 | 33,360 | 13.0% | 12.53% | 27 | -2,517 | -0.89% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 279,650 | 33,124 | 1.03% | 1.02% | 28 | -3,264 | -1.15% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 277,235 | 32,859 | 0.05% | 0.03% | 29 | +119,919 | 76.23% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 272,120 | 32,232 | 15.92% | — | 30 | +272,120 | New | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 269,055 | 31,869 | 0.73% | 0.68% | 31 | -1,785 | -0.66% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 255,162 | 30,220 | 0.04% | 0.03% | 32 | +35,927 | 16.39% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 253,249 | 29,997 | 0.01% | 0.01% | 33 | -1,095 | -0.43% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 251,891 | 29,836 | 0.05% | 0.04% | 34 | -1,353 | -0.53% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 250,385 | 29,658 | 0.03% | 0.03% | 35 | +22,513 | 9.88% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 237,895 | 28,178 | 2.46% | 2.36% | 36 | +12,684 | 5.63% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 231,885 | 27,466 | 0.65% | 0.62% | 37 | -11,423 | -4.69% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 197,334 | 23,374 | 0.04% | 0.04% | 38 | -1,828 | -0.92% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 197,058 | 23,341 | 0.96% | 0.92% | 39 | -207 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 196,117 | 23,229 | 0.03% | 0.03% | 40 | +1,655 | 0.85% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 189,997 | 22,505 | 0.25% | 0.27% | 41 | +15,130 | 8.65% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 184,883 | 21,899 | 0.12% | 0.12% | 42 | -50 | -0.03% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 176,811 | 20,943 | 0.26% | 0.24% | 43 | +7,154 | 4.22% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 174,677 | 20,690 | 0.16% | 0.14% | 44 | +9,410 | 5.69% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Reduced | 171,374 | 20,299 | 3.22% | 3.15% | 45 | -1,766 | -1.02% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 168,133 | 19,915 | 0.01% | 0.01% | 46 | +15,740 | 10.33% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 166,774 | 19,753 | 0.12% | 0.12% | 47 | -12,502 | -6.97% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 152,151 | 18,022 | 0.03% | 0.03% | 48 | -31,105 | -16.97% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 143,902 | 17,045 | 0.08% | 0.1% | 49 | -5,394 | -3.61% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 143,255 | 16,968 | 0.03% | 0.02% | 50 | +89,160 | 164.82% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 139,869 | 16,567 | 0.06% | 0.06% | 51 | -1,264 | -0.9% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,278 | 16,379 | 0.04% | 0.02% | 52 | +56,000 | 68.06% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 137,472 | 16,283 | 2.83% | 2.81% | 53 | -4,412 | -3.11% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 132,859 | 15,737 | 0.54% | 0.0% | 54 | +132,532 | 40529.66% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 128,124 | 15,176 | 0.11% | 0.12% | 55 | +2,473 | 1.97% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 127,605 | 15,114 | 0.0% | 0.0% | 56 | -733 | -0.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 123,487 | 14,627 | 0.02% | 0.02% | 57 | -25,084 | -16.88% | Q1 2026 | Apr 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 117,833 | 13,957 | 0.99% | 0.9% | 58 | +11,566 | 10.88% | Q1 2026 | May 14, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 117,453 | 13,912 | 1.92% | 1.98% | 59 | -9,593 | -7.55% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | New | 113,743 | 13,472 | 1.28% | — | 60 | +113,743 | New | Q1 2026 | May 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 110,432 | 13,080 | 0.02% | 0.02% | 61 | +20,942 | 23.4% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 110,103 | 13,041 | 1.16% | 1.13% | 62 | -233 | -0.21% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 108,686 | 12,873 | 0.29% | 0.07% | 63 | +79,265 | 269.42% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 108,067 | 12,800 | 0.04% | 0.03% | 64 | +6,539 | 6.44% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 104,318 | 12,356 | 0.09% | 0.09% | 65 | +851 | 0.82% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 101,813 | 12,060 | 0.57% | — | 66 | +101,813 | New | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 99,335 | 11,788 | 0.11% | 0.08% | 67 | +37,300 | 60.13% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | New | 96,173 | 11,391 | 0.08% | — | 68 | +96,173 | New | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 95,295 | 11,287 | 0.02% | 0.02% | 69 | -13,097 | -12.08% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 93,216 | 10,968 | 0.02% | 0.01% | 70 | +10,537 | 12.74% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 95,512 | 10,861 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 85,090 | 10,077 | 1.28% | 1.4% | 72 | -15,883 | -15.73% | Q1 2026 | Apr 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 84,406 | 9,997 | 1.62% | 1.62% | 73 | -3,449 | -3.93% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 83,705 | 9,914 | 0.72% | 0.83% | 74 | -30,160 | -26.49% | Q1 2026 | Apr 16, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 83,510 | 9,891 | 2.47% | 2.52% | 75 | -1,824 | -2.14% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,919 | 9,821 | 0.02% | 0.02% | 76 | +167 | 0.2% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 82,509 | 9,773 | 0.27% | 0.33% | 77 | -13,415 | -13.99% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 81,993 | 9,712 | 0.16% | 0.15% | 78 | +1,879 | 2.35% | Q1 2026 | Apr 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 81,898 | 9,700 | 1.19% | 1.23% | 79 | -6,608 | -7.47% | Q1 2026 | Apr 10, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 80,110 | 9,488 | 2.26% | 2.06% | 80 | +1,886 | 2.41% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 83,231 | 9,465 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 78,565 | 9,306 | 0.2% | 0.19% | 82 | -627 | -0.79% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Added to | 77,898 | 9,227 | 0.5% | 0.48% | 83 | +27 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 77,216 | 9,146 | 0.15% | 0.17% | 84 | -1,581 | -2.01% | Q1 2026 | May 18, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 76,707 | 9,085 | 2.69% | 2.71% | 85 | -2,359 | -2.98% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,543 | 9,066 | 0.01% | 0.0% | 86 | +68,694 | 875.19% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 76,425 | 9,052 | 0.1% | 0.01% | 87 | +68,260 | 836.01% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 76,303 | 9,038 | 0.12% | 0.12% | 88 | +2,480 | 3.36% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 75,590 | 8,953 | 0.07% | 0.1% | 89 | +2,188 | 2.98% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 77,424 | 8,804 | 0.58% | 0.58% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | Reduced | 72,891 | 8,633 | 0.13% | 0.13% | 91 | -768 | -1.04% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 72,337 | 8,568 | 0.48% | 0.49% | 92 | -4,429 | -5.77% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 71,342 | 8,451 | 0.96% | 0.92% | 93 | -142 | -0.2% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 65,296 | 8,353 | 0.19% | 0.2% | 94 | -1,593 | -2.38% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 69,962 | 8,287 | 0.04% | 0.04% | 95 | -1,046 | -1.47% | Q1 2026 | May 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 69,653 | 8,250 | 0.98% | 0.85% | 96 | +7,118 | 11.38% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 69,324 | 8,211 | 0.03% | 0.03% | 97 | +7,301 | 11.77% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | New | 69,270 | 8,205 | 0.63% | — | 98 | +69,270 | New | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,644 | 8,130 | 0.0% | 0.0% | 99 | +3,779 | 5.83% | Q1 2026 | May 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 68,231 | 8,081 | 4.38% | 2.86% | 100 | +12,646 | 22.75% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 67,664 | 8,015 | 0.1% | 0.09% | 101 | +3,834 | 6.01% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 67,429 | 7,987 | 3.88% | 3.77% | 102 | -2,726 | -3.89% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 66,309 | 7,854 | 0.63% | 0.65% | 103 | -3,598 | -5.15% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 65,508 | 7,759 | 2.05% | 1.94% | 104 | -898 | -1.35% | Q1 2026 | Apr 22, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 64,138 | 7,597 | 5.62% | 5.27% | 105 | +1,338 | 2.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 63,622 | 7,536 | 0.04% | 0.06% | 106 | -14,661 | -18.73% | Q1 2026 | May 15, 2026 |
| Summit Financial Consulting LLC | History | New | 63,554 | 7,527 | 5.39% | — | 107 | +63,554 | New | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | New | 62,870 | 7,446 | 0.08% | — | 108 | +62,870 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,145 | 7,413 | 0.02% | 0.04% | 109 | -123,283 | -52.81% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 61,924 | 7,334 | 0.01% | 0.01% | 110 | -636 | -1.02% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,040 | 7,230 | 0.08% | 0.08% | 111 | +310 | 0.51% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 60,742 | 7,194 | 0.32% | 0.31% | 112 | +2,468 | 4.24% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 60,517 | 7,168 | 0.01% | 0.01% | 113 | -2,682 | -4.24% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 60,930 | 6,928 | 0.34% | 0.33% | 114 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 58,148 | 6,887 | 1.94% | 1.92% | 115 | +1,176 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 57,932 | 6,862 | 0.03% | 0.03% | 116 | +2,911 | 5.29% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 56,601 | 6,704 | 0.25% | 0.24% | 117 | +153 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 56,475 | 6,689 | 0.19% | 0.17% | 118 | +3,776 | 7.17% | Q1 2026 | May 04, 2026 |
| MidFirst Bank | History | Reduced | 54,109 | 6,409 | 0.53% | 0.51% | 119 | -1,913 | -3.41% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 54,058 | 6,403 | 1.12% | 1.11% | 120 | -676 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 53,549 | 6,342 | 0.61% | 0.57% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 51,220 | 6,067 | 0.0% | 0.0% | 122 | -50 | -0.1% | Q1 2026 | May 13, 2026 |
| First County Bank /CT/ | History | Reduced | 50,755 | 6,011 | 3.21% | 3.11% | 123 | -1,440 | -2.76% | Q1 2026 | Apr 03, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 50,002 | 5,922 | 0.02% | — | 124 | +50,002 | New | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 49,704 | 5,887 | 0.6% | 0.6% | 125 | -2,502 | -4.79% | Q1 2026 | May 04, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 49,583 | 5,873 | 2.07% | 1.96% | 126 | +1,123 | 2.32% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 48,644 | 5,761 | 0.02% | 0.02% | 127 | -1,372 | -2.74% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 47,812 | 5,686 | 0.18% | 0.16% | 128 | -14,185 | -22.88% | Q1 2026 | Apr 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 47,927 | 5,676 | 1.8% | — | 129 | +47,927 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 46,967 | 5,563 | 0.12% | 0.12% | 130 | +508 | 1.09% | Q1 2026 | Apr 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 45,926 | 5,439 | 0.08% | 0.06% | 131 | +5,860 | 14.63% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 45,890 | 5,435 | 0.39% | 0.38% | 132 | -820 | -1.76% | Q1 2026 | Apr 28, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 45,848 | 5,430 | 2.0% | 1.91% | 133 | -722 | -1.55% | Q1 2026 | Apr 30, 2026 |
| Stokes Family Office, LLC | History | Reduced | 45,786 | 5,423 | 0.56% | 0.49% | 134 | -1,736 | -3.65% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 45,700 | 5,413 | 0.22% | 0.2% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 45,488 | 5,388 | 0.18% | 0.17% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 45,000 | 5,330 | 0.82% | 0.77% | 137 | +3,500 | 8.43% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,870 | 5,315 | 0.01% | 0.01% | 138 | +1,054 | 2.41% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 44,590 | 5,281 | 0.09% | 0.09% | 139 | +274 | 0.62% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | New | 44,551 | 5,277 | 0.4% | — | 140 | +44,551 | New | Q1 2026 | Apr 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 44,320 | 5,249 | 0.13% | 0.12% | 141 | -2,109 | -4.54% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 43,178 | 5,114 | 0.07% | 0.07% | 142 | -333 | -0.77% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 42,541 | 5,038 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | New | 42,524 | 5,036 | 0.26% | — | 144 | +42,524 | New | Q1 2026 | Apr 28, 2026 |
| Lutz Financial Services LLC | History | Reduced | 42,331 | 5,014 | 0.34% | 0.33% | 145 | -527 | -1.23% | Q1 2026 | May 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 40,162 | 4,995 | 3.95% | 3.95% | 146 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 41,970 | 4,991 | 0.45% | 0.45% | 147 | -2,069 | -4.7% | Q1 2026 | May 11, 2026 |
| Eley Financial Management, Inc | History | Reduced | 41,841 | 4,956 | 1.79% | 1.71% | 148 | -130 | -0.31% | Q1 2026 | May 19, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 41,679 | 4,936 | 0.51% | 0.5% | 149 | +422 | 1.02% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 41,529 | 4,928 | 0.01% | 0.0% | 150 | +41,093 | 9425.0% | Q1 2026 | May 05, 2026 |
| First Citizens Financial Corp | History | Reduced | 40,403 | 4,785 | 2.26% | 2.27% | 151 | -69 | -0.17% | Q1 2026 | Apr 07, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 40,049 | 4,743 | 0.54% | 0.49% | 152 | +986 | 2.52% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,731 | 4,706 | 0.02% | 0.02% | 153 | +385 | 0.98% | Q1 2026 | Apr 30, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 39,523 | 4,681 | 1.71% | 1.65% | 154 | -198 | -0.5% | Q1 2026 | Apr 22, 2026 |
| DT Investment Partners, LLC | History | No change | 38,530 | 4,563 | 0.38% | 0.36% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 38,344 | 4,541 | 2.65% | 2.64% | 156 | -339 | -0.88% | Q1 2026 | Apr 23, 2026 |
| Clayton Financial Group LLC | History | Added to | 38,336 | 4,540 | 2.33% | 2.22% | 157 | +68 | 0.18% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 37,181 | 4,404 | 0.01% | 0.01% | 158 | +1,685 | 4.75% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,939 | 4,375 | 0.01% | 0.01% | 159 | +10,853 | 41.6% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 37,896 | 4,309 | 0.31% | 0.32% | 160 | +22 | 0.06% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 36,265 | 4,296 | 0.14% | — | 161 | +36,265 | New | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 35,668 | 4,225 | 1.37% | 1.25% | 162 | -122 | -0.34% | Q1 2026 | May 07, 2026 |
| LTG Capital LLC | History | Reduced | 35,399 | 4,193 | 3.2% | 3.18% | 163 | -457 | -1.27% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 34,532 | 4,090 | 1.38% | 2.09% | 164 | -20,138 | -36.84% | Q1 2026 | Apr 08, 2026 |
| GREENLEAF TRUST | History | Reduced | 34,206 | 4,051 | 0.04% | 0.04% | 165 | -329 | -0.95% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,777 | 4,000 | 0.09% | 0.09% | 166 | -405 | -1.18% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 33,640 | 3,984 | 0.02% | 0.02% | 167 | -76 | -0.23% | Q1 2026 | May 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 32,804 | 3,885 | 0.15% | 0.14% | 168 | -1,890 | -5.45% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,649 | 3,867 | 0.02% | 0.02% | 169 | -1,358 | -3.99% | Q1 2026 | May 14, 2026 |
| Access Investment Management LLC | History | Reduced | 32,568 | 3,857 | 1.03% | 1.05% | 170 | -2,817 | -7.96% | Q1 2026 | May 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 32,137 | 3,806 | 0.21% | 0.28% | 171 | -12,195 | -27.51% | Q1 2026 | Apr 23, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 32,013 | 3,791 | 1.19% | 1.08% | 172 | -836 | -2.54% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,995 | 3,789 | 0.02% | 0.01% | 173 | +17,223 | 116.59% | Q1 2026 | Apr 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 33,143 | 3,769 | 0.7% | 0.7% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 31,258 | 3,702 | 1.54% | 1.49% | 175 | -276 | -0.88% | Q1 2026 | Apr 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 31,034 | 3,675 | 0.1% | 0.12% | 176 | -4,200 | -11.92% | Q1 2026 | May 04, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 30,588 | 3,623 | 0.45% | 0.45% | 177 | -638 | -2.04% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 31,793 | 3,615 | 0.48% | 0.48% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| InvesTrust | History | No change | 29,817 | 3,531 | 1.48% | 1.31% | 179 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,752 | 3,524 | 0.01% | 0.01% | 180 | -13,641 | -31.44% | Q1 2026 | May 04, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 29,371 | 3,478 | 1.33% | 0.06% | 181 | +24,163 | 463.96% | Q1 2026 | May 05, 2026 |
| Evensky & Katz LLC | History | Reduced | 29,313 | 3,472 | 0.2% | 0.21% | 182 | -2,732 | -8.53% | Q1 2026 | Apr 22, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 29,277 | 3,467 | 2.37% | 2.25% | 183 | -261 | -0.88% | Q1 2026 | May 04, 2026 |
| M1 Capital Management LLC | History | Reduced | 28,829 | 3,414 | 1.57% | 1.39% | 184 | -532 | -1.81% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,801 | 3,411 | 0.0% | 0.0% | 185 | -3,555 | -10.99% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,644 | 3,392 | 0.02% | 0.02% | 186 | -1,836 | -6.02% | Q1 2026 | Apr 24, 2026 |
| Causey Wealth LLC | History | Reduced | 28,299 | 3,352 | 1.42% | 1.76% | 187 | -3,463 | -10.9% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 27,920 | 3,304 | 0.02% | 0.02% | 188 | +1,760 | 6.73% | Q1 2026 | May 15, 2026 |
| Baring Financial LLC | History | Added to | 27,791 | 3,291 | 2.01% | 1.9% | 189 | +324 | 1.18% | Q1 2026 | Apr 06, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 27,426 | 3,248 | 0.96% | 0.92% | 190 | -728 | -2.59% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 28,304 | 3,221 | 0.02% | 0.03% | 191 | -7,193 | -20.26% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 27,117 | 3,212 | 0.02% | 0.01% | 192 | +14,980 | 123.42% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 27,001 | 3,198 | 0.18% | 0.17% | 193 | -182 | -0.67% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 26,646 | 3,156 | 0.06% | 0.06% | 194 | -1,711 | -6.03% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 26,400 | 3,127 | 0.26% | 0.26% | 195 | -56 | -0.21% | Q1 2026 | May 05, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 25,794 | 3,055 | 0.14% | 0.12% | 196 | +30 | 0.12% | Q1 2026 | Apr 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 25,708 | 3,045 | 0.57% | 0.51% | 197 | -1,018 | -3.81% | Q1 2026 | May 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,700 | 3,044 | 0.0% | 0.01% | 198 | -47,400 | -64.84% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,611 | 3,033 | 0.09% | 0.08% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 25,591 | 3,031 | 1.19% | 1.12% | 200 | +298 | 1.18% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 25,471 | 3,017 | 0.31% | 0.3% | 201 | -647 | -2.48% | Q1 2026 | Apr 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 25,418 | 3,010 | 0.41% | 0.8% | 202 | -27,543 | -52.01% | Q1 2026 | Apr 07, 2026 |
| EVERPAR ADVISORS LLC | History | New | 25,341 | 3,001 | 1.03% | — | 203 | +25,341 | New | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 25,193 | 2,984 | 0.04% | 0.04% | 204 | -198 | -0.78% | Q1 2026 | May 14, 2026 |
| Camarda Financial Advisors, LLC | History | New | 25,182 | 2,982 | 1.57% | — | 205 | +25,182 | New | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 24,542 | 2,907 | 0.09% | 0.11% | 206 | -902 | -3.55% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 24,280 | 2,875 | 0.36% | 0.34% | 207 | +147 | 0.61% | Q1 2026 | Apr 21, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 24,241 | 2,871 | 1.82% | 1.46% | 208 | +4,132 | 20.55% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 23,568 | 2,791 | 0.22% | 0.24% | 209 | -2,524 | -9.67% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 23,481 | 2,781 | 0.03% | 0.03% | 210 | +221 | 0.95% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 23,399 | 2,771 | 0.59% | 0.57% | 211 | -170 | -0.72% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Added to | 23,389 | 2,770 | 0.03% | 0.03% | 212 | +708 | 3.12% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 23,255 | 2,754 | 0.04% | 0.04% | 213 | -839 | -3.48% | Q1 2026 | Apr 21, 2026 |
| Columbia Bank | History | Added to | 23,198 | 2,747 | 0.78% | 0.63% | 214 | +3,303 | 16.6% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Added to | 22,555 | 2,671 | 0.07% | 0.07% | 215 | +506 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Astra Wealth Partners LLC | History | Added to | 22,351 | 2,647 | 1.58% | 1.47% | 216 | +330 | 1.5% | Q1 2026 | May 06, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 22,339 | 2,646 | 0.3% | 0.26% | 217 | +897 | 4.18% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 22,192 | 2,628 | 0.01% | 0.01% | 218 | -2,601 | -10.49% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 22,136 | 2,621 | 0.71% | 0.72% | 219 | -800 | -3.49% | Q1 2026 | May 12, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 21,756 | 2,576 | 0.58% | 0.52% | 220 | -99 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Added to | 20,159 | 2,569 | 0.04% | 0.02% | 221 | +12,300 | 156.51% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 21,393 | 2,534 | 0.15% | 0.14% | 222 | -90 | -0.42% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 21,166 | 2,507 | 0.03% | 0.04% | 223 | -2,871 | -11.94% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 21,096 | 2,498 | 0.03% | 0.03% | 224 | -437 | -2.03% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,818 | 2,465 | 0.14% | 0.14% | 225 | +319 | 1.56% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 20,602 | 2,440 | 0.02% | 0.02% | 226 | +2,633 | 14.65% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,118 | 2,383 | 0.0% | 0.0% | 227 | -711 | -3.41% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,118 | 2,382 | 0.07% | 0.08% | 228 | -1,172 | -5.5% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 20,000 | 2,369 | 0.01% | — | 229 | +20,000 | New | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 19,942 | 2,362 | 0.28% | 0.26% | 230 | -86 | -0.43% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Added to | 19,922 | 2,359 | 1.8% | 1.72% | 231 | +484 | 2.49% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 19,579 | 2,319 | 0.26% | 0.26% | 232 | -610 | -3.02% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 19,389 | 2,296 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AtlasMark Financial, Inc | History | No change | 20,196 | 2,296 | 1.48% | 1.48% | 234 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LMG Wealth Partners, LLC | History | No change | 19,316 | 2,287 | 0.42% | 0.41% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 19,129 | 2,265 | 0.78% | 0.78% | 236 | +24 | 0.13% | Q1 2026 | Apr 23, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 19,077 | 2,259 | 0.06% | 0.06% | 237 | -949 | -4.74% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | New | 18,497 | 2,191 | 0.15% | — | 238 | +18,497 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 18,300 | 2,167 | 0.07% | 0.07% | 239 | -1,276 | -6.52% | Q1 2026 | May 15, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 18,250 | 2,161 | 1.31% | 1.32% | 240 | -1,467 | -7.44% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | New | 18,083 | 2,141 | 0.36% | — | 241 | +18,083 | New | Q1 2026 | Apr 16, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 17,743 | 2,101 | 0.26% | 0.27% | 242 | -350 | -1.93% | Q1 2026 | Apr 27, 2026 |
| Sequent Asset Management, LLC | History | No change | 18,402 | 2,093 | 0.93% | 0.93% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 17,554 | 2,079 | 0.43% | 0.4% | 244 | +24 | 0.14% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,288 | 2,047 | 0.03% | 0.0% | 245 | +16,709 | 2885.84% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 17,285 | 2,047 | 0.23% | 0.21% | 246 | +681 | 4.1% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | Added to | 17,147 | 2,031 | 1.09% | 1.07% | 247 | +395 | 2.36% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 17,138 | 2,029 | 0.08% | 0.08% | 248 | -1,379 | -7.45% | Q1 2026 | Apr 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 17,067 | 2,021 | 1.09% | 0.41% | 249 | +10,145 | 146.56% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 16,533 | 1,958 | 0.28% | 0.34% | 250 | -4,367 | -20.89% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 16,408 | 1,943 | 0.09% | 0.09% | 251 | -1,494 | -8.35% | Q1 2026 | Apr 09, 2026 |
| Prostatis Group LLC | History | Added to | 16,263 | 1,926 | 0.49% | 0.33% | 252 | +4,034 | 32.99% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 16,795 | 1,910 | 0.51% | 0.51% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Reduced | 16,063 | 1,902 | 0.46% | 0.46% | 254 | -5 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 15,996 | 1,894 | 0.01% | 0.01% | 255 | -152 | -0.94% | Q1 2026 | May 01, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 15,215 | 1,802 | 0.01% | 0.01% | 256 | -460 | -2.93% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 15,174 | 1,797 | 0.42% | 0.4% | 257 | -305 | -1.97% | Q1 2026 | May 13, 2026 |
| WealthCare Asset Management, LLC | History | New | 14,930 | 1,768 | 1.88% | — | 258 | +14,930 | New | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,667 | 1,737 | 0.04% | 0.04% | 259 | -1,065 | -6.77% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Added to | 14,625 | 1,732 | 0.22% | 0.2% | 260 | +681 | 4.88% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | New | 14,612 | 1,730 | 0.32% | — | 261 | +14,612 | New | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 14,335 | 1,697 | 0.24% | 0.23% | 262 | -465 | -3.14% | Q1 2026 | Apr 24, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 14,334 | 1,697 | 1.01% | 0.96% | 263 | +184 | 1.3% | Q1 2026 | Apr 14, 2026 |
| Zhang Financial LLC | History | Added to | 14,299 | 1,693 | 0.06% | 0.06% | 264 | +3 | 0.02% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,156 | 1,677 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,907 | 1,647 | 0.05% | 0.04% | 266 | +691 | 5.23% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 14,189 | 1,644 | 0.05% | 0.05% | 267 | -20 | -0.14% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,845 | 1,639 | 0.0% | 0.0% | 268 | +628 | 4.75% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 13,812 | 1,636 | 0.33% | 0.32% | 269 | -381 | -2.68% | Q1 2026 | Apr 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 13,758 | 1,629 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 13,743 | 1,627 | 0.23% | 0.22% | 271 | -15 | -0.11% | Q1 2026 | May 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 12,417 | 1,602 | 0.53% | 0.47% | 272 | +155 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 13,473 | 1,595 | 0.1% | 0.14% | 273 | -4,863 | -26.52% | Q1 2026 | Apr 27, 2026 |
| King Wealth Management Group | History | Reduced | 13,436 | 1,591 | 0.2% | 0.19% | 274 | -444 | -3.2% | Q1 2026 | May 04, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 13,326 | 1,578 | 0.22% | 0.29% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 13,245 | 1,568 | 0.04% | — | 276 | +13,245 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 12,816 | 1,518 | 0.21% | 0.2% | 277 | -226 | -1.73% | Q1 2026 | Apr 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 12,751 | 1,510 | 1.31% | 1.28% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,548 | 1,486 | 0.01% | 0.01% | 279 | +115 | 0.92% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 12,482 | 1,478 | 0.1% | 0.11% | 280 | -938 | -6.99% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12,355 | 1,476 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Investment Services, Inc. | History | Reduced | 12,416 | 1,470 | 0.33% | 0.34% | 282 | -344 | -2.7% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,143 | 1,438 | 0.0% | — | 283 | +12,143 | New | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 12,078 | 1,430 | 0.51% | 0.49% | 284 | +20 | 0.17% | Q1 2026 | Apr 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 12,052 | 1,427 | 0.04% | 0.04% | 285 | -85 | -0.7% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 11,955 | 1,416 | 0.0% | 0.0% | 286 | -3,846 | -24.34% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,784 | 1,395 | 0.03% | 0.01% | 287 | +9,347 | 383.55% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Added to | 11,643 | 1,379 | 0.32% | 0.31% | 288 | +8 | 0.07% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 12,111 | 1,377 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,414 | 1,351 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,811 | 1,343 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lansing Street Advisors | History | Reduced | 11,232 | 1,330 | 0.33% | 0.33% | 292 | -279 | -2.42% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 11,099 | 1,316 | 0.41% | 0.36% | 293 | +1,300 | 13.27% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 11,058 | 1,309 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 10,940 | 1,295 | 0.06% | 0.07% | 295 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 10,478 | 1,281 | 0.35% | 0.71% | 296 | -11,261 | -51.8% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | No change | 10,686 | 1,265 | 0.12% | 0.15% | 297 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 10,649 | 1,261 | 0.1% | 0.1% | 298 | -397 | -3.59% | Q1 2026 | Apr 09, 2026 |
| Buck Wealth Strategies, LLC | History | New | 10,625 | 1,258 | 0.16% | — | 299 | +10,625 | New | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,584 | 1,253 | 0.04% | 0.04% | 300 | -940 | -8.16% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,987 | 1,249 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,490 | 1,242 | 0.0% | — | 302 | +10,490 | New | Q1 2026 | May 12, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 81,769 | 1,232 | 0.74% | — | 303 | +81,769 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 10,385 | 1,230 | 0.03% | 0.01% | 304 | +6,386 | 159.69% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 10,749 | 1,222 | 0.0% | 0.0% | 305 | +425 | 4.12% | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 10,251 | 1,214 | 0.16% | 0.15% | 306 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dentgroup LLC | History | No change | 10,677 | 1,214 | 0.83% | 0.83% | 307 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 10,172 | 1,204 | 0.35% | 0.35% | 308 | -147 | -1.42% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Reduced | 10,075 | 1,193 | 0.0% | 0.0% | 309 | -185 | -1.8% | Q1 2026 | May 11, 2026 |
| Independent Family Office, LLC | History | No change | 10,080 | 1,193 | 0.49% | 0.48% | 310 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 10,069 | 1,192 | 0.27% | 0.26% | 311 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 9,825 | 1,163 | 0.15% | 0.13% | 312 | +399 | 4.23% | Q1 2026 | Apr 08, 2026 |
| Keenan, LLC | History | Reduced | 9,824 | 1,161 | 0.98% | 1.63% | 313 | -6,484 | -39.76% | Q1 2026 | Apr 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 9,800 | 1,160 | 0.11% | 0.11% | 314 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bangor Savings Bank | History | No change | 9,799 | 1,160 | 0.09% | 0.09% | 315 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Squire Investment Management Company, LLC | History | No change | 9,761 | 1,156 | 0.32% | 0.34% | 316 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 9,683 | 1,146 | 0.62% | 0.56% | 317 | +766 | 8.59% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 10,085 | 1,146 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Added to | 9,672 | 1,145 | 0.01% | 0.01% | 319 | +805 | 9.08% | Q1 2026 | May 12, 2026 |
| Campion Asset Management | History | Reduced | 9,659 | 1,144 | 0.78% | 0.77% | 320 | -123 | -1.26% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 9,354 | 1,107 | 0.12% | 0.11% | 321 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,196 | 1,089 | 0.06% | 0.06% | 322 | +267 | 2.99% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 9,154 | 1,084 | 0.02% | 0.02% | 323 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 9,074 | 1,074 | 0.29% | 0.29% | 324 | -19 | -0.21% | Q1 2026 | Apr 24, 2026 |
| Claro Advisors Inc. | History | Added to | 8,998 | 1,065 | 0.13% | 0.14% | 326 | +187 | 2.12% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 8,992 | 1,065 | 0.02% | 0.02% | 325 | +141 | 1.59% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 8,960 | 1,061 | 0.3% | 0.3% | 327 | -234 | -2.55% | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8,957 | 1,060 | 0.69% | 0.69% | 328 | +11 | 0.12% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,866 | 1,050 | 0.03% | 0.03% | 330 | -114 | -1.27% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,238 | 1,050 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 8,775 | 1,039 | 0.01% | 0.0% | 331 | +1,300 | 17.39% | Q1 2026 | May 11, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 8,581 | 1,016 | 0.53% | 0.5% | 332 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Powerhouse Assets LLC | History | Reduced | 8,532 | 1,010 | 0.88% | 0.89% | 333 | -384 | -4.31% | Q1 2026 | Apr 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 8,519 | 1,009 | 0.43% | 0.4% | 335 | +320 | 3.9% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 8,525 | 1,009 | 0.17% | 0.16% | 334 | +266 | 3.22% | Q1 2026 | May 06, 2026 |
| Axis Wealth Partners, LLC | History | No change | 8,454 | 1,001 | 0.53% | 0.53% | 336 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,802 | 1,000 | 0.72% | 0.72% | 337 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 8,376 | 992 | 0.65% | 0.69% | 338 | -1,060 | -11.23% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 8,237 | 976 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 8,233 | 975 | 0.33% | 0.35% | 340 | -622 | -7.02% | Q1 2026 | Apr 17, 2026 |
| Everest Management Corp. | History | No change | 8,216 | 973 | 0.49% | 0.52% | 341 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,117 | 961 | 0.06% | 0.06% | 342 | -84 | -1.02% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,098 | 959 | 0.02% | 0.02% | 343 | -158 | -1.91% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,095 | 958 | 0.0% | 0.0% | 344 | -124 | -1.51% | Q1 2026 | May 08, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 7,914 | 937 | 0.23% | 0.23% | 345 | -378 | -4.56% | Q1 2026 | Apr 28, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 7,900 | 935 | 0.22% | 0.21% | 346 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 7,840 | 928 | 0.1% | 0.1% | 347 | +7 | 0.09% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | No change | 7,841 | 928 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 7,530 | 921 | 0.03% | 0.03% | 349 | -643 | -7.87% | Q1 2026 | Apr 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,738 | 916 | 0.1% | 0.1% | 350 | -78 | -1.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 7,685 | 910 | 0.03% | 0.03% | 351 | -695 | -8.29% | Q1 2026 | May 13, 2026 |
| Newton One Investments LLC | History | Added to | 7,682 | 909 | 0.25% | 0.21% | 352 | +1,535 | 24.97% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 7,602 | 900 | 0.02% | 0.02% | 353 | -12 | -0.16% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,580 | 897 | 0.01% | 0.02% | 354 | -60 | -0.79% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 7,552 | 894 | 0.07% | 0.07% | 355 | -1,218 | -13.89% | Q1 2026 | May 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 6,890 | 878 | 0.36% | 0.36% | 356 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,397 | 876 | 0.05% | 0.06% | 357 | -2,276 | -23.53% | Q1 2026 | Apr 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,367 | 872 | 0.1% | 0.1% | 358 | +7 | 0.1% | Q1 2026 | Apr 10, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 7,324 | 867 | 0.41% | 0.36% | 359 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,311 | 865 | 0.07% | 0.06% | 360 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 6,587 | 850 | 0.14% | 0.14% | 361 | -116 | -1.73% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,467 | 849 | 0.06% | 0.06% | 362 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,145 | 846 | 0.0% | 0.0% | 363 | -4,600 | -39.17% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,134 | 845 | 0.01% | 0.01% | 364 | +584 | 8.92% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,121 | 843 | 0.01% | 0.01% | 365 | +536 | 8.14% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,116 | 842 | 0.01% | 0.01% | 366 | -153 | -2.1% | Q1 2026 | May 01, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 7,076 | 838 | 0.18% | 0.17% | 367 | -306 | -4.15% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,046 | 834 | 0.0% | 0.0% | 368 | +5,525 | 363.25% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 7,014 | 830 | 0.0% | 0.01% | 369 | -1,553 | -18.13% | Q1 2026 | May 14, 2026 |
| Destiny Capital Corp/CO | History | Added to | 7,005 | 829 | 0.44% | 0.4% | 370 | +144 | 2.1% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 6,998 | 828 | 0.01% | 0.01% | 371 | -251 | -3.46% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,956 | 823 | 0.01% | 0.01% | 372 | -57 | -0.81% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,918 | 819 | 0.7% | 0.68% | 373 | +13 | 0.19% | Q1 2026 | Apr 13, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 6,322 | 814 | 0.01% | 0.03% | 374 | -6,765 | -51.69% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 6,876 | 814 | 0.14% | 0.18% | 375 | +12 | 0.17% | Q1 2026 | Apr 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,871 | 813 | 0.0% | 0.0% | 376 | +4 | 0.06% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,764 | 801 | 0.0% | 0.0% | 377 | +88 | 1.32% | Q1 2026 | May 13, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 6,594 | 781 | 0.17% | 0.17% | 378 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GFS Advisors, LLC | History | Reduced | 8,252 | 780 | 0.1% | 0.17% | 379 | -4,420 | -34.88% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Added to | 6,582 | 779 | 0.02% | 0.01% | 380 | +3,440 | 109.48% | Q1 2026 | May 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 6,552 | 776 | 0.09% | 0.08% | 381 | +562 | 9.38% | Q1 2026 | Apr 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,473 | 766 | 0.02% | 0.02% | 382 | -231 | -3.45% | Q1 2026 | Apr 28, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 6,470 | 766 | 0.18% | 0.17% | 383 | -75 | -1.15% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 6,444 | 763 | 0.35% | 0.37% | 384 | +12 | 0.19% | Q1 2026 | Apr 16, 2026 |
| SCS Capital Management LLC | History | Added to | 6,423 | 760 | 0.01% | 0.01% | 385 | +104 | 1.65% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Added to | 6,382 | 756 | 0.27% | 0.27% | 386 | +11 | 0.17% | Q1 2026 | May 11, 2026 |
| Serenity Investment Advisors | History | No change | 6,232 | 744 | 0.43% | 0.43% | 387 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,268 | 742 | 0.01% | 0.01% | 388 | +2 | 0.03% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | No change | 6,270 | 742 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kendall Capital Management | History | No change | 6,271 | 742 | 0.15% | 0.15% | 390 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Forum Private Client Group LLC | History | Reduced | 6,243 | 739 | 0.25% | 0.27% | 391 | -796 | -11.31% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 6,246 | 739 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,227 | 737 | 0.02% | 0.02% | 393 | +18 | 0.29% | Q1 2026 | May 14, 2026 |
| TrinityBridge Ltd | History | No change | 6,201 | 734 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,124 | 725 | 0.01% | — | 395 | +6,124 | New | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,114 | 724 | 0.06% | 0.06% | 396 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 6,102 | 722 | 0.08% | 0.07% | 397 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,047 | 716 | 0.01% | 0.01% | 398 | +375 | 6.61% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Reduced | 6,041 | 715 | 0.02% | 0.02% | 399 | -20 | -0.33% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,020 | 713 | 0.01% | 0.01% | 400 | -5 | -0.08% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | No change | 6,000 | 710 | 0.1% | 0.09% | 401 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,993 | 709 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Alternatives, Inc | History | No change | 5,970 | 707 | 0.38% | 0.39% | 403 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 5,960 | 705 | 0.07% | 0.08% | 404 | -269 | -4.32% | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | No change | 5,947 | 704 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,916 | 702 | 0.02% | 0.03% | 406 | -1,892 | -24.23% | Q1 2026 | May 14, 2026 |
| Frankly Finances, LLC | History | No change | 5,889 | 697 | 0.63% | 0.63% | 407 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,853 | 693 | 0.0% | 0.0% | 408 | +3,953 | 208.05% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,820 | 689 | 0.04% | 0.04% | 409 | -96 | -1.62% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 5,797 | 686 | 0.05% | 0.05% | 410 | -71 | -1.21% | Q1 2026 | May 14, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 5,855 | 678 | 0.76% | 0.82% | 411 | -1,446 | -19.81% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 5,699 | 675 | 0.14% | 0.14% | 412 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WJ Financial Advisors LLC | History | Added to | 5,657 | 670 | 0.54% | 0.57% | 413 | +40 | 0.71% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,601 | 663 | 0.08% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meredith Wealth Planning | History | Reduced | 5,591 | 662 | 0.18% | 0.19% | 415 | -44 | -0.78% | Q1 2026 | Apr 27, 2026 |
| SACHEM HILL LLC | History | No change | 5,595 | 662 | 0.13% | 0.12% | 416 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,526 | 654 | 0.04% | 0.04% | 417 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Next Capital Management LLC | History | Added to | 5,496 | 651 | 0.2% | 0.12% | 418 | +2,266 | 70.15% | Q1 2026 | May 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 5,497 | 651 | 0.15% | 0.14% | 419 | -80 | -1.43% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 5,471 | 647 | 0.01% | 0.01% | 420 | -114 | -2.04% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 5,450 | 645 | 0.03% | 0.03% | 421 | -347 | -5.99% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,599 | 636 | 0.05% | 0.05% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,353 | 634 | 0.02% | 0.02% | 423 | -347 | -6.09% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,340 | 632 | 0.01% | 0.01% | 424 | -211 | -3.8% | Q1 2026 | Apr 08, 2026 |
| Finley Financial, LLC | History | No change | 5,340 | 632 | 0.3% | 0.28% | 425 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 5,325 | 629 | 0.3% | 0.34% | 427 | -42 | -0.78% | Q1 2026 | Apr 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 5,310 | 629 | 0.09% | 0.09% | 426 | +3 | 0.06% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,302 | 628 | 0.0% | 0.01% | 428 | -6,641 | -55.61% | Q1 2026 | May 05, 2026 |
| SB Capital Management Inc | History | No change | 5,485 | 623 | 0.23% | 0.23% | 429 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,266 | 623 | 0.06% | 0.05% | 430 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 5,170 | 612 | 0.1% | 0.09% | 431 | -15 | -0.29% | Q1 2026 | Apr 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,155 | 610 | 0.15% | 0.14% | 432 | -55 | -1.06% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 5,152 | 610 | 0.24% | 0.24% | 433 | -24 | -0.46% | Q1 2026 | Apr 29, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,087 | 604 | 0.23% | — | 437 | +5,087 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 5,087 | 604 | 0.23% | 0.18% | 435 | +1,145 | 29.05% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,102 | 604 | 0.04% | 0.04% | 434 | +183 | 3.72% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,105 | 604 | 0.03% | 0.03% | 436 | +53 | 1.05% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,095 | 603 | 0.01% | 0.01% | 438 | -49 | -0.95% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 5,061 | 599 | 0.05% | 0.06% | 439 | -527 | -9.43% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,045 | 597 | 0.04% | 0.03% | 440 | +6 | 0.12% | Q1 2026 | Apr 28, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 5,034 | 596 | 0.06% | 0.06% | 441 | -407 | -7.48% | Q1 2026 | May 05, 2026 |
| Richwood Investment Advisors, LLC | History | No change | 5,005 | 592 | 0.46% | 0.45% | 442 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,987 | 590 | 0.04% | 0.03% | 443 | +1,253 | 33.56% | Q1 2026 | May 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,896 | 579 | 0.03% | 0.02% | 444 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 4,839 | 573 | 0.02% | 0.02% | 445 | -16 | -0.33% | Q1 2026 | Apr 30, 2026 |
| Thayer Partners, LLC / MA | History | No change | 4,846 | 573 | 0.27% | 0.27% | 446 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 5,003 | 568 | 0.17% | 0.17% | 447 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 4,772 | 565 | 0.16% | 0.15% | 448 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,752 | 562 | 0.01% | 0.04% | 449 | -19,161 | -80.13% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 4,739 | 561 | 0.08% | 0.07% | 450 | +150 | 3.27% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,927 | 560 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 4,659 | 551 | 0.05% | 0.02% | 453 | +2,882 | 162.18% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 4,654 | 551 | 0.19% | 0.19% | 452 | -297 | -6.0% | Q1 2026 | May 04, 2026 |
| JSF Financial, LLC | History | Added to | 4,640 | 549 | 0.11% | 0.11% | 454 | +8 | 0.17% | Q1 2026 | May 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,221 | 546 | 0.12% | 0.14% | 455 | -814 | -16.17% | Q1 2026 | May 01, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 4,787 | 544 | 0.08% | 0.08% | 456 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beckerman Institutional, LLC | History | No change | 4,568 | 541 | 0.29% | 0.29% | 457 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 4,523 | 535 | 0.16% | 0.1% | 458 | +1,993 | 78.77% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 4,525 | 535 | 0.23% | 0.23% | 459 | +3 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,510 | 534 | 0.01% | 0.01% | 462 | +786 | 21.11% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,512 | 534 | 0.03% | 0.03% | 460 | +350 | 8.41% | Q1 2026 | Apr 24, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 4,513 | 534 | 0.23% | 0.22% | 461 | -1 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | No change | 4,484 | 531 | 0.09% | 0.09% | 463 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,469 | 529 | 0.03% | — | 464 | +4,469 | New | Q1 2026 | Apr 30, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 4,634 | 526 | 0.51% | 0.51% | 465 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 4,371 | 517 | 0.41% | 0.35% | 466 | +80 | 1.86% | Q1 2026 | Apr 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 4,348 | 515 | 0.15% | 0.15% | 467 | +8 | 0.18% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | No change | 4,336 | 513 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 4,317 | 511 | 0.01% | 0.01% | 469 | -241 | -5.29% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 4,300 | 509 | 0.0% | — | 471 | +4,300 | New | Q1 2026 | May 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 4,300 | 509 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 4,253 | 503 | 0.22% | 0.21% | 472 | -90 | -2.07% | Q1 2026 | May 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,243 | 502 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,202 | 497 | 0.02% | 0.02% | 474 | +7 | 0.17% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,160 | 492 | 0.04% | 0.03% | 475 | +517 | 14.19% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 4,136 | 489 | 0.09% | 0.08% | 476 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,125 | 488 | 0.01% | 0.01% | 477 | -323 | -7.26% | Q1 2026 | Apr 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 4,118 | 487 | 0.02% | 0.73% | 478 | -128,653 | -96.9% | Q1 2026 | May 15, 2026 |
| Painted Porch Advisors LLC | History | Added to | 4,105 | 486 | 0.23% | 0.1% | 479 | +2,001 | 95.1% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 4,058 | 480 | 0.2% | 0.19% | 480 | -200 | -4.7% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 4,054 | 480 | 0.02% | 0.02% | 481 | -89 | -2.15% | Q1 2026 | Apr 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,047 | 479 | 0.16% | 0.17% | 482 | -440 | -9.81% | Q1 2026 | Apr 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 3,988 | 472 | 0.12% | 0.15% | 483 | +589 | 17.33% | Q1 2026 | Apr 15, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 3,962 | 469 | 0.38% | 0.36% | 485 | +5 | 0.13% | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,962 | 469 | 0.06% | 0.06% | 484 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,845 | 455 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,842 | 455 | 0.04% | 0.04% | 487 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | Reduced | 3,839 | 454 | 0.03% | 0.03% | 488 | -517 | -11.87% | Q1 2026 | May 11, 2026 |
| Breachway Investments LLC | History | Reduced | 3,812 | 452 | 0.43% | 0.47% | 489 | -80 | -2.06% | Q1 2026 | Apr 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 3,806 | 450 | 0.06% | 0.06% | 490 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roberts Financial Services LLC | History | Reduced | 3,794 | 449 | 0.14% | 0.17% | 491 | -847 | -18.25% | Q1 2026 | Apr 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 3,767 | 446 | 0.01% | 0.01% | 492 | -75 | -1.95% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | No change | 3,734 | 442 | 0.07% | 0.06% | 493 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 3,724 | 441 | 0.01% | 0.01% | 494 | +6 | 0.16% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | No change | 3,725 | 441 | 0.04% | 0.04% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maple Capital Management, Inc. | History | No change | 3,695 | 437 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 3,679 | 435 | 0.13% | 0.06% | 498 | +1,728 | 88.57% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,679 | 435 | 0.0% | 0.0% | 497 | +106 | 2.97% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 3,629 | 429 | 0.27% | 0.31% | 499 | -811 | -18.27% | Q1 2026 | Apr 23, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,606 | 427 | 0.2% | 0.19% | 500 | +3 | 0.08% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,595 | 425 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Park Place Capital Corp | History | Reduced | 3,588 | 424 | 0.09% | 0.15% | 502 | -2,841 | -44.19% | Q1 2026 | Apr 09, 2026 |
| MAYPORT, LLC | History | Added to | 3,579 | 423 | 0.08% | 0.08% | 503 | +1 | 0.03% | Q1 2026 | Apr 21, 2026 |
| HBE Wealth Management, LLC | History | No change | 3,563 | 422 | 0.37% | 0.38% | 504 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CONNING INC. | History | Reduced | 3,559 | 421 | 0.01% | 0.01% | 505 | -212 | -5.62% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | No change | 3,510 | 419 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FULTON BANK, N.A. | History | No change | 3,518 | 416 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,496 | 414 | 0.01% | 0.02% | 508 | -443 | -11.25% | Q1 2026 | Apr 14, 2026 |
| Altiora Financial Group, LLC | History | No change | 3,466 | 410 | 0.07% | 0.07% | 509 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,455 | 409 | 0.2% | 0.19% | 510 | +60 | 1.77% | Q1 2026 | May 07, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,458 | 409 | 0.12% | 0.12% | 511 | -40 | -1.14% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Added to | 3,429 | 406 | 0.03% | 0.03% | 512 | +8 | 0.23% | Q1 2026 | May 05, 2026 |
| CIM, LLC | History | Added to | 3,341 | 395 | 0.06% | 0.04% | 513 | +881 | 35.81% | Q1 2026 | May 18, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 3,323 | 393 | 0.04% | 0.03% | 514 | +13 | 0.39% | Q1 2026 | May 01, 2026 |
| New Republic Capital, LLC | History | Added to | 3,308 | 391 | 0.13% | 0.1% | 515 | +6 | 0.18% | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | No change | 3,258 | 385 | 0.04% | 0.04% | 516 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 3,246 | 384 | 0.11% | 0.11% | 517 | -70 | -2.11% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | No change | 3,225 | 382 | 0.06% | 0.06% | 518 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,213 | 380 | 0.01% | 0.01% | 519 | -97 | -2.93% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Added to | 3,164 | 375 | 0.02% | 0.02% | 520 | +79 | 2.56% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,142 | 372 | 0.01% | 0.01% | 521 | +4 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Element Wealth, LLC | History | Added to | 3,134 | 371 | 0.15% | 0.15% | 522 | +4 | 0.13% | Q1 2026 | May 04, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 3,126 | 370 | 0.12% | — | 524 | +3,126 | New | Q1 2026 | Apr 10, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 3,126 | 370 | 0.25% | 0.18% | 523 | -145 | -4.43% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 3,116 | 369 | 0.07% | 0.07% | 525 | -207 | -6.23% | Q1 2026 | May 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 3,102 | 367 | 0.09% | 0.09% | 526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,060 | 362 | 0.09% | 0.09% | 527 | +2 | 0.07% | Q1 2026 | Apr 09, 2026 |
| SouthState Bank Corp | History | Added to | 3,036 | 359 | 0.02% | 0.02% | 528 | +3 | 0.1% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 3,032 | 359 | 0.3% | 0.3% | 529 | +3 | 0.1% | Q1 2026 | Apr 17, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,027 | 358 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 3,016 | 357 | 0.11% | 0.11% | 531 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Renasant Bank | History | Reduced | 3,000 | 355 | 0.25% | 0.44% | 532 | -2,673 | -47.12% | Q1 2026 | Apr 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 2,994 | 354 | 0.02% | 0.02% | 533 | -416 | -12.2% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,945 | 348 | 0.01% | 0.01% | 534 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,944 | 348 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Brand Asset Management Group, Inc. | History | New | 2,934 | 347 | 0.09% | — | 538 | +2,934 | New | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 2,930 | 347 | 0.01% | 0.01% | 537 | +233 | 8.64% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,936 | 347 | 0.0% | 0.0% | 536 | -84 | -2.78% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,918 | 346 | 0.01% | 0.01% | 539 | -202 | -6.47% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 2,925 | 346 | 0.2% | 0.19% | 540 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,909 | 344 | 0.02% | 0.02% | 541 | -38 | -1.29% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,888 | 342 | 0.01% | 0.01% | 542 | -740 | -20.4% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 2,878 | 340 | 0.03% | 0.03% | 543 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,861 | 338 | 0.01% | 0.01% | 544 | -259 | -8.3% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,822 | 334 | 0.01% | 0.01% | 545 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 2,814 | 333 | 0.01% | 0.01% | 546 | -106 | -3.63% | Q1 2026 | Apr 24, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 2,587 | 331 | 0.13% | 0.13% | 547 | -77 | -2.89% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,792 | 330 | 0.0% | 0.0% | 548 | +694 | 33.08% | Q1 2026 | May 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 2,789 | 330 | 0.05% | 0.04% | 550 | +520 | 22.92% | Q1 2026 | Apr 20, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,788 | 330 | 0.04% | 0.04% | 549 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,777 | 328 | 0.01% | 0.02% | 551 | -1,705 | -38.04% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,742 | 324 | 0.0% | 0.0% | 552 | +873 | 46.71% | Q1 2026 | Apr 30, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 2,719 | 322 | 0.24% | 0.24% | 553 | -198 | -6.79% | Q1 2026 | Apr 17, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 2,722 | 322 | 0.24% | 0.23% | 554 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | New | 2,713 | 321 | 0.0% | — | 556 | +2,713 | New | Q1 2026 | May 05, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,712 | 321 | 0.11% | 0.11% | 555 | +2 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 2,698 | 319 | 0.07% | 0.07% | 558 | -358 | -11.71% | Q1 2026 | May 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 2,700 | 319 | 0.03% | 0.03% | 557 | -165 | -5.76% | Q1 2026 | May 07, 2026 |
| Smart Portfolios, LLC | History | Reduced | 2,692 | 318 | 0.32% | 0.32% | 559 | -141 | -4.98% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,655 | 314 | 0.01% | 0.01% | 560 | -219 | -7.62% | Q1 2026 | May 15, 2026 |
| Dynamic Financial Group | History | No change | 2,645 | 313 | 0.26% | 0.26% | 561 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,606 | 308 | 0.05% | 0.03% | 562 | +845 | 47.98% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 2,593 | 307 | 0.14% | 0.13% | 563 | +140 | 5.71% | Q1 2026 | Apr 08, 2026 |
| SAXON INTERESTS, INC. | History | No change | 2,589 | 306 | 0.11% | 0.1% | 564 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 2,578 | 305 | 0.07% | 0.07% | 565 | -121 | -4.48% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 2,576 | 305 | 0.13% | 0.11% | 566 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 2,567 | 304 | 0.08% | 0.08% | 567 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,566 | 303 | 0.0% | 0.0% | 568 | -945 | -26.92% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,566 | 303 | 0.04% | 0.04% | 569 | -105 | -3.93% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | Reduced | 2,552 | 302 | 0.06% | 0.06% | 570 | -156 | -5.76% | Q1 2026 | May 01, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 2,554 | 302 | 0.16% | 0.15% | 571 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,540 | 300 | 0.07% | 0.07% | 572 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,520 | 298 | 0.02% | 0.01% | 573 | +2 | 0.08% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 2,501 | 296 | 0.05% | — | 575 | +2,501 | New | Q1 2026 | Apr 29, 2026 |
| Smith Salley Wealth Management | History | Reduced | 2,501 | 296 | 0.01% | 0.02% | 574 | -178 | -6.64% | Q1 2026 | Apr 16, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,498 | 295 | 0.09% | 0.08% | 576 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,482 | 294 | 0.01% | 0.01% | 577 | -125 | -4.79% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,480 | 293 | 0.0% | 0.0% | 578 | +642 | 34.93% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 2,477 | 293 | 0.02% | 0.02% | 579 | -358 | -12.63% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 2,470 | 292 | 0.08% | 0.08% | 580 | +3 | 0.12% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 2,450 | 290 | 0.02% | — | 582 | +2,450 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 2,449 | 290 | 0.01% | 0.01% | 581 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,440 | 289 | 0.04% | 0.04% | 583 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vann Equity Management LLC | History | New | 2,426 | 287 | 0.2% | — | 585 | +2,426 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,428 | 287 | 0.0% | 0.0% | 584 | +75 | 3.19% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,289 | 286 | 0.01% | 0.01% | 586 | -231 | -9.17% | Q1 2026 | Apr 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,417 | 286 | 0.06% | 0.06% | 587 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,401 | 284 | 0.09% | 0.09% | 588 | -33 | -1.36% | Q1 2026 | May 08, 2026 |
| Wagner Wealth Management, Corp | History | New | 2,394 | 283 | 0.25% | — | 590 | +2,394 | New | Q1 2026 | May 05, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 2,398 | 283 | 0.12% | 0.11% | 589 | +3 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Bensler, LLC | History | No change | 2,354 | 278 | 0.03% | 0.03% | 591 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,337 | 277 | 0.01% | 0.02% | 592 | -533 | -18.57% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,330 | 275 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vines Capital Management, LLC | History | No change | 2,308 | 273 | 0.27% | 0.26% | 594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Reduced | 2,301 | 272 | 0.04% | 0.04% | 596 | -249 | -9.76% | Q1 2026 | Apr 24, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,304 | 272 | 0.07% | 0.07% | 595 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 2,295 | 271 | 0.15% | 0.13% | 598 | +250 | 12.22% | Q1 2026 | May 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,292 | 271 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 2,273 | 269 | 0.03% | 0.03% | 600 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,371 | 269 | 0.05% | 0.05% | 599 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 2,250 | 267 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Keener Financial Planning LLC | History | No change | 2,257 | 267 | 0.11% | 0.11% | 602 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOSTER & MOTLEY INC | History | No change | 2,238 | 265 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,235 | 264 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 2,205 | 261 | 0.0% | — | 606 | +2,205 | New | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,121 | 261 | 0.01% | 0.02% | 605 | -189 | -8.18% | Q1 2026 | Apr 17, 2026 |
| Peak Asset Management, LLC | History | No change | 2,200 | 260 | 0.05% | 0.04% | 607 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,164 | 256 | 0.0% | 0.01% | 608 | -298 | -12.1% | Q1 2026 | Apr 14, 2026 |
| IFG Advisors, LLC | History | Added to | 2,165 | 256 | 0.04% | 0.04% | 610 | +183 | 9.23% | Q1 2026 | Apr 09, 2026 |
| BDFS Capital LLC | History | Reduced | 2,164 | 256 | 0.12% | 0.13% | 611 | -23 | -1.05% | Q1 2026 | Apr 15, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 2,169 | 256 | 0.1% | 0.1% | 609 | +4 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,150 | 254 | 0.14% | 0.15% | 612 | -197 | -8.39% | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,129 | 252 | 0.06% | 0.06% | 613 | +6 | 0.28% | Q1 2026 | May 12, 2026 |
| Proactive Wealth Strategies LLC | History | New | 2,118 | 250 | 0.05% | — | 617 | +2,118 | New | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | Added to | 2,112 | 250 | 0.0% | 0.0% | 615 | +1,056 | 100.0% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 2,113 | 250 | 0.0% | 0.0% | 614 | -312 | -12.87% | Q1 2026 | May 15, 2026 |
| Life Planning Partners, Inc | History | No change | 2,114 | 250 | 0.19% | 0.18% | 616 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,100 | 248 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Quarterback LLC | History | Added to | 2,091 | 247 | 0.1% | 0.09% | 619 | +2 | 0.1% | Q1 2026 | Apr 09, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 2,059 | 243 | 0.18% | 0.36% | 621 | -2,103 | -50.53% | Q1 2026 | Apr 16, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,052 | 243 | 0.01% | 0.01% | 620 | +4 | 0.2% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,049 | 242 | 0.02% | 0.01% | 622 | +439 | 27.27% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Reduced | 2,043 | 241 | 0.07% | 0.07% | 624 | -374 | -15.47% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 2,037 | 241 | 0.0% | 0.0% | 623 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,020 | 239 | 0.1% | 0.1% | 625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,014 | 238 | 0.01% | — | 626 | +2,014 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,006 | 237 | 0.03% | — | 631 | +2,006 | New | Q1 2026 | May 18, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,006 | 237 | 0.0% | 0.01% | 628 | -416 | -17.18% | Q1 2026 | May 07, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,003 | 237 | 0.09% | 0.09% | 630 | -279 | -12.23% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,005 | 237 | 0.0% | 0.0% | 627 | -19 | -0.94% | Q1 2026 | Apr 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,000 | 237 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 2,000 | 236 | 0.0% | — | 634 | +2,000 | New | Q1 2026 | Apr 27, 2026 |
| Atwater Malick LLC | History | New | 1,999 | 236 | 0.06% | — | 635 | +1,999 | New | Q1 2026 | Apr 22, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 1,998 | 236 | 0.17% | 0.17% | 633 | +2 | 0.1% | Q1 2026 | Apr 09, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 2,000 | 236 | 0.07% | 0.07% | 632 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 1,965 | 232 | 0.18% | 0.17% | 636 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 1,950 | 230 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 1,940 | 229 | 0.08% | 0.15% | 638 | -1,588 | -45.01% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,929 | 228 | 0.01% | 0.01% | 639 | -146 | -7.04% | Q1 2026 | May 08, 2026 |
| Trust Co of the South | History | No change | 1,920 | 227 | 0.04% | 0.04% | 640 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,912 | 226 | 0.0% | 0.0% | 641 | -150 | -7.27% | Q1 2026 | May 08, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,910 | 226 | 0.04% | 0.04% | 642 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,911 | 226 | 0.08% | 0.08% | 643 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | New | 1,899 | 224 | 0.0% | — | 644 | +1,899 | New | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,890 | 223 | 0.0% | 0.0% | 646 | +435 | 29.9% | Q1 2026 | May 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,888 | 223 | 0.07% | 0.07% | 645 | +3 | 0.16% | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | No change | 1,953 | 222 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Weil Company, Inc. | History | Added to | 1,853 | 219 | 0.05% | 0.05% | 648 | +2 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Optimist Retirement Group LLC | History | Added to | 1,834 | 217 | 0.1% | 0.1% | 650 | +3 | 0.16% | Q1 2026 | May 11, 2026 |
| Allen Investment Management, LLC | History | No change | 1,836 | 217 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 1,825 | 216 | 0.11% | 0.14% | 652 | +25 | 1.39% | Q1 2026 | Apr 30, 2026 |
| Sharper & Granite LLC | History | No change | 1,827 | 216 | 0.07% | 0.07% | 651 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 1,830 | 216 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Enclave Advisors LLC | History | Reduced | 1,807 | 214 | 0.03% | 0.04% | 654 | -379 | -17.34% | Q1 2026 | Apr 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,804 | 213 | 0.08% | 0.07% | 655 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,788 | 212 | 0.0% | 0.0% | 657 | -3,097 | -63.4% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,797 | 212 | 0.02% | — | 659 | +1,797 | New | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 1,791 | 212 | 0.01% | 0.01% | 656 | -139 | -7.2% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 1,795 | 212 | 0.03% | 0.03% | 658 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 1,728 | 211 | 0.14% | 0.15% | 660 | -102 | -5.57% | Q1 2026 | Apr 10, 2026 |
| WealthPlan Investment Management, LLC | History | New | 1,777 | 210 | 0.01% | — | 662 | +1,777 | New | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 1,779 | 210 | 0.02% | 0.02% | 661 | +3 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Advisors, LLC | History | New | 1,750 | 207 | 0.02% | — | 663 | +1,750 | New | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Added to | 1,739 | 205 | 0.01% | 0.01% | 664 | +417 | 31.54% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,727 | 204 | 0.02% | 0.02% | 665 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 1,797 | 204 | 0.04% | 0.04% | 666 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Benchmark Investment Advisors LLC | History | New | 1,722 | 203 | 0.12% | — | 669 | +1,722 | New | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,716 | 203 | 0.0% | — | 667 | +1,716 | New | Q1 2026 | May 08, 2026 |
| Garde Capital, Inc. | History | New | 1,715 | 203 | 0.01% | — | 668 | +1,715 | New | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,711 | 202 | 0.01% | — | 671 | +1,711 | New | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | New | 1,707 | 202 | 0.04% | — | 670 | +1,707 | New | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | New | 1,704 | 201 | 0.03% | — | 672 | +1,704 | New | Q1 2026 | Apr 16, 2026 |
| Landmark Wealth Management, LLC | History | New | 1,691 | 200 | 0.05% | — | 674 | +1,691 | New | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,693 | 200 | 0.01% | 0.01% | 673 | -113 | -6.26% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 1,684 | 199 | 0.02% | 0.02% | 675 | -113 | -6.29% | Q1 2026 | Apr 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,660 | 196 | 0.02% | 0.02% | 676 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,604 | 189 | 0.05% | 0.05% | 677 | +10 | 0.63% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,547 | 183 | 0.09% | 0.09% | 678 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Inv LLC | History | Reduced | 1,537 | 182 | 0.1% | 0.1% | 679 | -36 | -2.29% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,537 | 182 | 0.05% | 0.05% | 681 | +1 | 0.07% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,538 | 182 | 0.09% | 0.08% | 680 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,525 | 181 | 0.05% | 0.04% | 682 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,522 | 180 | 0.0% | — | 683 | +1,522 | New | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 1,506 | 178 | 0.07% | 0.07% | 684 | +3 | 0.2% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,500 | 177 | 0.0% | 0.0% | 685 | -430 | -22.28% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 1,456 | 172 | 0.06% | — | 687 | +1,456 | New | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,455 | 172 | 0.07% | 0.07% | 686 | +1 | 0.07% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | Added to | 1,417 | 167 | 0.02% | 0.01% | 689 | +180 | 14.55% | Q1 2026 | Apr 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,417 | 167 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,349 | 159 | 0.02% | 0.02% | 690 | +132 | 10.85% | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,314 | 155 | 0.01% | 0.01% | 691 | -9 | -0.68% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,284 | 152 | 0.0% | 0.0% | 692 | -1,622 | -55.82% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Reduced | 1,283 | 151 | 0.03% | 0.04% | 693 | -392 | -23.4% | Q1 2026 | May 04, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,271 | 150 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,250 | 148 | 0.01% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,254 | 148 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 1,255 | 148 | 0.1% | 0.1% | 697 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Life Planners | History | New | 1,249 | 147 | 0.11% | — | 699 | +1,249 | New | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | No change | 1,248 | 147 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,209 | 143 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,195 | 141 | 0.12% | 0.12% | 701 | +3 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 1,187 | 140 | 0.06% | 0.05% | 702 | +14 | 1.19% | Q1 2026 | Apr 28, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,173 | 138 | 0.07% | 0.07% | 703 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 1,140 | 135 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,115 | 132 | 0.0% | 0.0% | 705 | -819 | -42.35% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 1,118 | 132 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,057 | 125 | 0.0% | — | 708 | +1,057 | New | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,059 | 125 | 0.05% | 0.05% | 707 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cordant, Inc. | History | No change | 984 | 116 | 0.05% | 0.05% | 709 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 972 | 115 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Walsh & Associates, LLC | History | No change | 975 | 115 | 0.11% | 0.11% | 711 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 923 | 109 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | No change | 915 | 108 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 893 | 103 | 0.0% | 0.0% | 714 | +300 | 50.59% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 829 | 98 | 0.01% | 0.01% | 715 | +32 | 4.02% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 829 | 98 | 0.02% | 0.02% | 716 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 820 | 97 | 0.01% | 0.01% | 718 | -10 | -1.2% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 820 | 97 | 0.02% | 0.03% | 717 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 818 | 96 | 0.05% | 0.05% | 719 | +1 | 0.12% | Q1 2026 | Apr 20, 2026 |
| Orion Capital Management LLC | History | No change | 804 | 95 | 0.03% | 0.03% | 720 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 796 | 94 | 0.0% | 0.0% | 722 | +176 | 28.39% | Q1 2026 | Apr 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 800 | 94 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | No change | 780 | 92 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 740 | 87 | 0.01% | 0.0% | 724 | -10,674 | -93.52% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 694 | 82 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Smithfield Trust Co | History | Reduced | 668 | 80 | 0.0% | 0.0% | 726 | -50 | -6.96% | Q1 2026 | May 08, 2026 |
| COUNTRY TRUST BANK | History | No change | 659 | 78 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 644 | 76 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 625 | 74 | 0.03% | — | 729 | +625 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 574 | 67 | 0.0% | 0.01% | 730 | -1,698 | -74.74% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 558 | 66 | 0.0% | — | 733 | +558 | New | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 562 | 66 | 0.02% | 0.02% | 732 | -54 | -8.77% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 559 | 66 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 550 | 65 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 543 | 64 | 0.05% | — | 736 | +543 | New | Q1 2026 | Apr 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 544 | 64 | 0.0% | 0.0% | 735 | -51 | -8.57% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 533 | 63 | 0.02% | 0.02% | 737 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 532 | 63 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 528 | 62 | 0.0% | — | 740 | +528 | New | Q1 2026 | May 19, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 526 | 62 | 0.01% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quarry LP | History | New | 500 | 59 | 0.01% | — | 741 | +500 | New | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 500 | 59 | 0.01% | — | 742 | +500 | New | Q1 2026 | May 05, 2026 |
| Granite Investment Partners, LLC | History | Added to | 481 | 56 | 0.0% | 0.0% | 743 | +1 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Advisors | History | No change | 476 | 56 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 459 | 54 | 0.04% | 0.04% | 745 | -25 | -5.17% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 452 | 53 | 0.0% | 0.0% | 748 | -76 | -14.39% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | No change | 450 | 53 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Front Row Advisors LLC | History | No change | 450 | 53 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 431 | 51 | 0.0% | 0.0% | 749 | +79 | 22.44% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | New | 430 | 50 | 0.0% | — | 751 | +430 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | No change | 424 | 50 | 0.02% | 0.01% | 750 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Rossby Financial, LCC | History | New | 415 | 49 | 0.01% | — | 752 | +415 | New | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 410 | 48 | 0.0% | — | 754 | +410 | New | Q1 2026 | Apr 29, 2026 |
| Longview Financial Advisors, Inc. | History | New | 407 | 48 | 0.03% | — | 753 | +407 | New | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | No change | 400 | 47 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | No change | 380 | 45 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 388 | 45 | 0.03% | 0.03% | 757 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sankala Group LLC | History | No change | 385 | 45 | 0.04% | 0.04% | 758 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| First PREMIER Bank | History | No change | 370 | 44 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 377 | 44 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 367 | 43 | 0.01% | — | 761 | +367 | New | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 350 | 41 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 337 | 39 | 0.0% | — | 764 | +337 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 332 | 39 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 320 | 37 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | No change | 318 | 37 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 317 | 37 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 310 | 36 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 305 | 36 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 302 | 35 | 0.01% | — | 773 | +302 | New | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 303 | 35 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 300 | 35 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 300 | 35 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 293 | 34 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 278 | 32 | 0.03% | 0.03% | 775 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 276 | 32 | 0.03% | 0.03% | 776 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rice Partnership, LLC | History | Reduced | 267 | 31 | 0.0% | 0.01% | 778 | -203 | -43.19% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | No change | 268 | 31 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | No change | 267 | 31 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 272 | 30 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 250 | 30 | 0.03% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 250 | 29 | 0.0% | 0.0% | 782 | -121 | -32.61% | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | No change | 252 | 29 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Palouse Capital Management, Inc. | History | No change | 244 | 28 | 0.02% | 0.02% | 784 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stephens Consulting, LLC | History | No change | 250 | 28 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | Added to | 234 | 27 | 0.0% | 0.0% | 786 | +136 | 138.78% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Added to | 235 | 27 | 0.01% | 0.0% | 787 | +78 | 49.68% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 225 | 26 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 224 | 26 | 0.02% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Merrithew & Thorsten Inc | History | No change | 221 | 26 | 0.02% | 0.03% | 790 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | No change | 227 | 26 | 0.02% | 0.02% | 791 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | No change | 201 | 24 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 211 | 24 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | New | 199 | 23 | 0.0% | — | 796 | +199 | New | Q1 2026 | May 11, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 200 | 23 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Financial Planning Group LLC | History | No change | 199 | 23 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | New | 190 | 22 | 0.01% | — | 800 | +190 | New | Q1 2026 | Apr 15, 2026 |
| Financial Connections Group, Inc. | History | No change | 188 | 22 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MGB Wealth Management, LLC | History | No change | 198 | 22 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pandora Wealth, Inc. | History | No change | 200 | 22 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 180 | 21 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Corsicana & Co. | History | No change | 216 | 21 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | No change | 180 | 21 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 174 | 20 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Red Tortoise LLC | History | No change | 171 | 20 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 164 | 19 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 165 | 19 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | No change | 158 | 18 | 0.02% | 0.02% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TopTier Wealth Management, LLC | History | New | 151 | 17 | 0.01% | — | 811 | +151 | New | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | No change | 150 | 17 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 150 | 17 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 128 | 15 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 139 | 15 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | New | 126 | 14 | 0.0% | — | 817 | +126 | New | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 114 | 14 | 0.0% | 0.0% | 814 | -42 | -26.92% | Q1 2026 | May 01, 2026 |
| Team Financial Group, LLC | History | No change | 125 | 14 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 125 | 14 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 111 | 13 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacifica Partners Inc. | History | No change | 118 | 13 | 0.0% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 110 | 13 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CURIO WEALTH, LLC | History | No change | 111 | 13 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthAvenue LLC | History | No change | 102 | 12 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 11 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMA Wealth Partners, LLC | History | New | 89 | 10 | 0.01% | — | 827 | +89 | New | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 84 | 9 | 0.0% | — | 829 | +84 | New | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 81 | 9 | 0.0% | — | 830 | +81 | New | Q1 2026 | May 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 81 | 9 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | New | 75 | 8 | 0.0% | — | 833 | +75 | New | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 68 | 8 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 68 | 8 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 61 | 7 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Imprint Wealth LLC | History | No change | 62 | 7 | 0.03% | 0.03% | 838 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RMG Wealth Management LLC | History | Reduced | 47 | 6 | 0.0% | 0.06% | 842 | -4,278 | -98.91% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Reduced | 52 | 6 | 0.0% | 0.0% | 843 | -42 | -44.68% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 52 | 6 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 43 | 4 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 36 | 4 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 34 | 4 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 26 | 3 | 0.0% | 0.04% | 849 | -1,497 | -98.29% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 22 | 2 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NVWM, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 21 | 2 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 14 | 1 | 0.0% | — | 859 | +14 | New | Q1 2026 | Apr 21, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 13 | 1 | 0.0% | — | 860 | +13 | New | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Polianta Ltd | History | Closed out | 0 | 0 | — | 1.17% | — | -78,300 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,761 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 3.16% | — | -28,363 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,314 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.4% | — | -20,237 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,445 | -100.0% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,634 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,242 | -100.0% | Q1 2026 | May 14, 2026 |
| Mandatum Life Insurance Co Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -8,712 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,262 | -100.0% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,028 | -100.0% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,105 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,815 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,478 | -100.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,336 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,160 | -100.0% | Q1 2026 | May 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.29% | — | -4,037 | -100.0% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.03% | — | -3,872 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -3,837 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,810 | -100.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,356 | -100.0% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,989 | -100.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -2,481 | -100.0% | Q1 2026 | May 07, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,354 | -100.0% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,270 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,252 | -100.0% | Q1 2026 | May 04, 2026 |
| Cosner Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,201 | -100.0% | Q1 2026 | May 01, 2026 |
| Park Capital Management, LLC / WI | History | Closed out | 0 | 0 | — | 0.18% | — | -2,192 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,045 | -100.0% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,042 | -100.0% | Q1 2026 | May 20, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,863 | -100.0% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,826 | -100.0% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,799 | -100.0% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,185 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -939 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -678 | -100.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -582 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -519 | -100.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -452 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -426 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -401 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -282 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -88 | -100.0% | Q1 2026 | May 12, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 18, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |