iSHARES TRUST - IJT
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 | 3,190,418 | 461,685 | 0.03% | 0.03% | 1 | +94,309 | 3.05% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,046,459 | 296,143 | 0.02% | 0.02% | 2 | +19,746 | 0.97% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,878,122 | 271,783 | 0.01% | 0.01% | 3 | +177,989 | 10.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,084,248 | 156,901 | 0.02% | 0.02% | 4 | +31,102 | 2.95% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,045,467 | 151,289 | 0.25% | 0.16% | 5 | +209,320 | 25.03% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,034,483 | 149,699 | 0.03% | 0.03% | 6 | -49,785 | -4.59% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,031,245 | 149,231 | 0.04% | 0.04% | 7 | +74,139 | 7.75% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 880,071 | 127,355 | 0.08% | 0.07% | 8 | +47,178 | 5.66% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 867,154 | 125,485 | 0.07% | 0.07% | 9 | -17,037 | -1.93% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 536,550 | 77,644 | 0.02% | 0.02% | 10 | +66,333 | 14.11% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 482,180 | 69,776 | 0.1% | 0.09% | 11 | +12,965 | 2.76% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 441,109 | 63,832 | 0.22% | 0.24% | 12 | -95,163 | -17.75% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 420,756 | 58,825 | 0.0% | 0.0% | 13 | -1,571 | -0.37% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 365,965 | 52,961 | 0.06% | 0.06% | 14 | -2,663 | -0.72% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 353,595 | 49,913 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 339,450 | 49,121 | 0.01% | 0.01% | 16 | +13,190 | 4.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 326,778 | 47,293 | 0.01% | 0.01% | 17 | -11,010 | -3.26% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 290,632 | 42,057 | 0.01% | 0.01% | 18 | +143,320 | 97.29% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Reduced | 273,823 | 39,624 | 0.06% | 0.06% | 19 | -2,110 | -0.76% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 261,738 | 37,876 | 0.05% | 0.02% | 20 | +130,430 | 99.33% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 251,455 | 36,402 | 0.05% | 0.03% | 21 | +92,849 | 58.54% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 249,133 | 36,051 | 2.48% | 2.29% | 22 | +3,035 | 1.23% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 253,384 | 35,797 | 0.02% | 0.02% | 23 | +36,798 | 16.99% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 232,555 | 33,653 | 0.25% | 0.24% | 24 | +5,190 | 2.28% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 209,117 | 30,258 | 0.05% | 0.05% | 25 | +16,517 | 8.58% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 203,028 | 29,380 | 0.03% | 0.03% | 26 | +31,251 | 18.19% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 190,029 | 27,499 | 2.4% | 2.28% | 27 | +14,754 | 8.42% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 188,822 | 27,324 | 0.65% | 0.62% | 28 | -7,654 | -3.9% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 181,213 | 26,209 | 0.03% | 0.03% | 29 | -1,004 | -0.55% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Added to | 178,532 | 25,835 | 1.76% | 2.0% | 30 | +10,478 | 6.23% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 176,285 | 25,510 | 0.03% | 0.03% | 31 | -1,200 | -0.68% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 164,021 | 23,735 | 2.62% | 2.54% | 32 | +4,505 | 2.82% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 157,632 | 22,810 | 0.94% | 0.92% | 33 | -53 | -0.03% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 146,265 | 21,166 | 0.26% | 0.24% | 34 | +7,875 | 5.69% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 134,479 | 19,460 | 0.03% | 0.03% | 35 | +2,804 | 2.13% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 129,856 | 18,791 | 5.57% | 5.48% | 36 | +1,008 | 0.78% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 129,080 | 18,680 | 0.11% | 0.11% | 37 | -4,497 | -3.37% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 126,832 | 18,353 | 0.14% | 0.13% | 38 | +667 | 0.53% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 126,336 | 18,283 | 0.02% | 0.02% | 39 | -4,234 | -3.24% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 125,997 | 18,233 | 0.21% | 0.17% | 40 | +29,963 | 31.2% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 123,263 | 17,767 | 0.03% | 0.02% | 41 | -427 | -0.35% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 121,045 | 17,516 | 0.49% | 0.54% | 42 | -11,029 | -8.35% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 111,989 | 16,205 | 0.01% | 0.01% | 43 | +9,153 | 8.9% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Added to | 111,864 | 16,187 | 2.56% | 2.49% | 44 | +1,857 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 102,203 | 14,789 | 0.32% | 0.3% | 45 | +626 | 0.62% | Q1 2026 | May 07, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 102,000 | 14,760 | 2.28% | 2.27% | 46 | +4,000 | 4.08% | Q1 2026 | May 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 99,030 | 14,331 | 5.59% | 5.38% | 47 | +746 | 0.76% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 96,649 | 13,986 | 0.08% | 0.08% | 48 | +1,815 | 1.91% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 94,923 | 13,736 | 1.69% | 1.72% | 49 | -4,924 | -4.93% | Q1 2026 | Apr 10, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 94,721 | 13,707 | 0.39% | 0.41% | 50 | -525 | -0.55% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 94,318 | 13,648 | 0.05% | 0.05% | 51 | -1,304 | -1.36% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 89,108 | 12,894 | 0.02% | 0.03% | 52 | +29,983 | 50.71% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,493 | 12,227 | 0.03% | 0.03% | 53 | +16,793 | 24.81% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,605 | 12,086 | 0.08% | 0.08% | 54 | +482 | 0.57% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 82,662 | 11,962 | 0.04% | 0.03% | 55 | +8,765 | 11.86% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 81,601 | 11,808 | 0.05% | 0.05% | 56 | +2,304 | 2.91% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 76,866 | 11,123 | 0.0% | 0.0% | 57 | +3,945 | 5.41% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 70,274 | 10,169 | 0.07% | 0.07% | 58 | -10,971 | -13.5% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 69,281 | 10,025 | 0.01% | 0.01% | 59 | +112 | 0.16% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 69,010 | 9,986 | 1.02% | 1.01% | 60 | -1,370 | -1.95% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 68,357 | 9,892 | 0.05% | 0.05% | 61 | +2,722 | 4.15% | Q1 2026 | May 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 68,350 | 9,889 | 1.26% | 1.21% | 62 | -1,804 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 68,159 | 9,863 | 1.12% | 1.09% | 63 | -329 | -0.48% | Q1 2026 | Apr 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 67,552 | 9,775 | 0.02% | 0.02% | 64 | -1,320 | -1.92% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 67,376 | 9,750 | 0.03% | 0.02% | 65 | -3,073 | -4.36% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 64,719 | 9,365 | 0.0% | 0.0% | 66 | -1,350 | -2.04% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 64,593 | 9,347 | 0.01% | 0.01% | 67 | +5,658 | 9.6% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 63,450 | 9,181 | 0.37% | 0.34% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 62,236 | 9,140 | 0.82% | 0.81% | 69 | -1,286 | -2.02% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,510 | 9,045 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,272 | 8,577 | 0.03% | 0.03% | 71 | -262 | -0.44% | Q1 2026 | Apr 30, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 58,999 | 8,537 | 1.18% | 1.17% | 72 | -1,564 | -2.58% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,543 | 8,182 | 0.09% | 0.09% | 73 | +1,140 | 2.06% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 55,968 | 8,099 | 0.45% | 0.45% | 74 | -185 | -0.33% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 55,009 | 7,960 | 0.01% | 0.01% | 75 | +10,575 | 23.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 53,781 | 7,782 | 0.0% | 0.0% | 76 | +903 | 1.71% | Q1 2026 | May 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 53,040 | 7,675 | 5.68% | 5.35% | 77 | +1,706 | 3.32% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 52,791 | 7,639 | 2.02% | 1.92% | 78 | -132 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 52,664 | 7,621 | 0.23% | 0.22% | 79 | -1,625 | -2.99% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 51,879 | 7,507 | 0.21% | 0.2% | 80 | +2,839 | 5.79% | Q1 2026 | May 04, 2026 |
| PW Nova Financial Services LLC | History | Added to | 51,092 | 7,393 | 1.85% | 2.74% | 81 | +417 | 0.82% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,028 | 7,239 | 0.0% | 0.0% | 82 | -1,439 | -2.8% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 47,668 | 6,898 | 0.03% | 0.01% | 83 | +21,942 | 85.29% | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 47,500 | 6,873 | 3.53% | 3.32% | 84 | +1,409 | 3.06% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 42,941 | 6,851 | 0.15% | 0.16% | 85 | -105 | -0.24% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Added to | 46,615 | 6,745 | 0.44% | 0.43% | 86 | +43,050 | 1207.57% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 46,067 | 6,666 | 0.09% | 0.09% | 87 | -3,171 | -6.44% | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 42,661 | 6,173 | 2.67% | 2.64% | 88 | -1,599 | -3.61% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 42,522 | 6,153 | 0.2% | 0.2% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 42,076 | 6,088 | 1.15% | 1.05% | 90 | -1,821 | -4.15% | Q1 2026 | May 20, 2026 |
| NORDEN GROUP LLC | History | New | 41,435 | 5,996 | 0.58% | — | 91 | +41,435 | New | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | Reduced | 41,037 | 5,938 | 0.09% | 0.09% | 92 | -158 | -0.38% | Q1 2026 | May 08, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 40,470 | 5,856 | 0.22% | 0.21% | 93 | -500 | -1.22% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 39,970 | 5,784 | 1.88% | 1.77% | 94 | -778 | -1.91% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 39,958 | 5,782 | 0.25% | 0.24% | 95 | -1,131 | -2.75% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 38,749 | 5,607 | 0.12% | 0.11% | 96 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 38,260 | 5,536 | 0.2% | 0.2% | 97 | -1 | -0.0% | Q1 2026 | Apr 20, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 38,156 | 5,521 | 1.55% | 1.56% | 98 | +879 | 2.36% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,580 | 5,438 | 0.0% | 0.0% | 99 | +3,030 | 8.77% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 37,427 | 5,415 | 0.07% | 0.06% | 100 | +3,251 | 9.51% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 38,194 | 5,391 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,094 | 5,223 | 0.09% | 0.1% | 102 | +1,110 | 3.17% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,932 | 5,199 | 0.02% | 0.02% | 103 | -919 | -2.49% | Q1 2026 | Apr 24, 2026 |
| Asset Management Group, Inc. | History | Reduced | 35,013 | 5,066 | 0.82% | 0.82% | 104 | -791 | -2.21% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 34,830 | 5,040 | 0.32% | 0.33% | 105 | -41 | -0.12% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 34,297 | 4,963 | 0.01% | 0.01% | 106 | +257 | 0.75% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 33,782 | 4,888 | 1.22% | 1.18% | 107 | -1,081 | -3.1% | Q1 2026 | Apr 28, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 33,474 | 4,844 | 2.94% | 1.46% | 108 | +15,835 | 89.77% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 33,116 | 4,792 | 1.69% | 1.48% | 109 | +3,671 | 12.47% | Q1 2026 | Apr 08, 2026 |
| First Citizens Financial Corp | History | Reduced | 32,988 | 4,773 | 2.25% | 2.31% | 110 | -197 | -0.59% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,956 | 4,769 | 0.17% | 0.21% | 111 | -7,995 | -19.52% | Q1 2026 | Apr 28, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 32,179 | 4,656 | 0.77% | 0.73% | 112 | +1,366 | 4.43% | Q1 2026 | Apr 29, 2026 |
| Veratis Advisors, Inc. | History | No change | 30,499 | 4,653 | 3.68% | 3.68% | 113 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,506 | 4,480 | 0.01% | 0.01% | 114 | -7,614 | -19.97% | Q1 2026 | Apr 08, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 30,547 | 4,420 | 1.33% | 1.14% | 115 | +1,098 | 3.73% | Q1 2026 | Apr 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 30,384 | 4,396 | 2.13% | 2.16% | 116 | -2,044 | -6.3% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 30,254 | 4,378 | 0.03% | 0.02% | 118 | +6,815 | 29.08% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 30,247 | 4,378 | 1.04% | 1.0% | 117 | -164 | -0.54% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,119 | 4,359 | 0.03% | 0.03% | 119 | +4,030 | 15.45% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,895 | 4,326 | 0.01% | 0.01% | 120 | +238 | 0.8% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 29,612 | 4,285 | 0.1% | 0.1% | 121 | -1,425 | -4.59% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,368 | 4,249 | 0.03% | 0.04% | 122 | +3,399 | 13.09% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 29,298 | 4,239 | 0.02% | 0.03% | 123 | -3,072 | -9.49% | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 29,270 | 4,235 | 1.25% | 1.22% | 124 | -690 | -2.3% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,062 | 4,206 | 0.01% | 0.01% | 125 | -80 | -0.27% | Q1 2026 | May 13, 2026 |
| LTG Capital LLC | History | Reduced | 28,940 | 4,187 | 3.2% | 3.19% | 126 | -76 | -0.26% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,708 | 4,154 | 0.0% | 0.0% | 127 | -1,272 | -4.24% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Added to | 28,565 | 4,133 | 0.39% | 0.35% | 128 | +2,823 | 10.97% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 28,359 | 4,103 | 0.04% | 0.04% | 129 | -655 | -2.26% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 27,627 | 3,997 | 0.05% | 0.05% | 130 | +1,398 | 5.33% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 26,746 | 3,870 | 0.06% | — | 131 | +26,746 | New | Q1 2026 | Apr 21, 2026 |
| Stone Wealth Partners | History | Added to | 26,242 | 3,797 | 3.41% | 3.28% | 132 | +149 | 0.57% | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 24,826 | 3,592 | 0.06% | 0.06% | 133 | -2,293 | -8.46% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 24,499 | 3,545 | 0.15% | 0.16% | 134 | -501 | -2.0% | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 24,419 | 3,533 | 0.44% | 0.45% | 135 | -852 | -3.37% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,337 | 3,521 | 0.0% | 0.0% | 136 | -18,647 | -43.38% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 24,121 | 3,496 | 0.02% | 0.02% | 137 | +1,467 | 6.48% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 23,244 | 3,363 | 1.23% | 1.17% | 138 | +517 | 2.27% | Q1 2026 | Apr 22, 2026 |
| Baring Financial LLC | History | Added to | 23,096 | 3,342 | 2.04% | 1.98% | 139 | +101 | 0.44% | Q1 2026 | Apr 06, 2026 |
| M1 Capital Management LLC | History | Reduced | 23,000 | 3,328 | 1.53% | 1.36% | 140 | -152 | -0.66% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,968 | 3,323 | 1.61% | 1.6% | 141 | -505 | -2.15% | Q1 2026 | May 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 22,193 | 3,211 | 0.77% | 0.74% | 142 | +2,220 | 11.12% | Q1 2026 | Apr 24, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 21,717 | 3,142 | 0.08% | 0.07% | 143 | +1,865 | 9.39% | Q1 2026 | May 01, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 21,420 | 3,099 | 0.38% | 0.38% | 144 | +54 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 21,379 | 3,093 | 1.34% | 1.3% | 145 | -44 | -0.21% | Q1 2026 | May 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 21,356 | 3,090 | 0.43% | 0.48% | 146 | -2,519 | -10.55% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 20,439 | 2,957 | 0.17% | 0.23% | 147 | -8,572 | -29.55% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 20,290 | 2,936 | 0.02% | 0.03% | 148 | -18,833 | -48.14% | Q1 2026 | May 05, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 20,271 | 2,933 | 4.5% | 1.58% | 149 | -394 | -1.91% | Q1 2026 | May 04, 2026 |
| Blue Edge Capital, LLC | History | No change | 20,758 | 2,930 | 0.39% | 0.39% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 20,201 | 2,923 | 0.41% | 0.42% | 151 | -476 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 20,180 | 2,920 | 0.01% | 0.02% | 152 | -849 | -4.04% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 19,918 | 2,882 | 0.02% | 0.02% | 153 | -446 | -2.19% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 19,207 | 2,779 | 0.07% | 0.08% | 154 | -822 | -4.1% | Q1 2026 | Apr 16, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 19,130 | 2,768 | 1.89% | 1.84% | 155 | -325 | -1.67% | Q1 2026 | May 04, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 18,926 | 2,738 | 2.53% | 2.53% | 156 | -407 | -2.11% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 18,388 | 2,660 | 0.56% | 0.55% | 157 | +105 | 0.57% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 18,131 | 2,623 | 0.04% | 0.04% | 158 | -1,405 | -7.19% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 18,391 | 2,596 | 0.17% | 0.17% | 159 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Reduced | 17,811 | 2,577 | 0.04% | 0.04% | 160 | -368 | -2.02% | Q1 2026 | May 15, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 17,748 | 2,568 | 0.67% | 0.7% | 161 | -1,210 | -6.38% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 17,678 | 2,558 | 0.16% | 0.16% | 162 | +585 | 3.42% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,030 | 2,487 | 0.02% | 0.02% | 163 | +2,753 | 19.28% | Q1 2026 | Apr 07, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 17,023 | 2,463 | 0.1% | 0.1% | 164 | +107 | 0.63% | Q1 2026 | Apr 30, 2026 |
| InvesTrust | History | Added to | 16,975 | 2,456 | 1.03% | 0.92% | 165 | +78 | 0.46% | Q1 2026 | Apr 07, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 16,685 | 2,414 | 0.73% | 0.74% | 166 | -532 | -3.09% | Q1 2026 | May 07, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 16,595 | 2,401 | 1.43% | 1.39% | 167 | +93 | 0.56% | Q1 2026 | Apr 14, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 16,322 | 2,397 | 0.3% | 0.3% | 168 | -82 | -0.5% | Q1 2026 | Apr 07, 2026 |
| Serenity Investment Advisors | History | No change | 15,886 | 2,325 | 1.36% | 1.36% | 169 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| One Capital Management, LLC | History | Reduced | 15,996 | 2,314 | 0.06% | 0.36% | 170 | -68,232 | -81.01% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 15,758 | 2,280 | 0.19% | 0.18% | 171 | +45 | 0.29% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 15,648 | 2,264 | 0.02% | 0.02% | 172 | +2,087 | 15.39% | Q1 2026 | May 08, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 15,591 | 2,256 | 1.37% | 1.25% | 173 | +1,064 | 7.32% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,475 | 2,239 | 0.04% | 0.04% | 174 | -54 | -0.35% | Q1 2026 | May 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 15,098 | 2,184 | 0.31% | 0.41% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 15,029 | 2,174 | 0.85% | 0.82% | 176 | -22 | -0.15% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 14,689 | 2,125 | 0.22% | 0.25% | 177 | -2,192 | -12.99% | Q1 2026 | Apr 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 14,681 | 2,124 | 1.62% | 1.53% | 178 | +822 | 5.93% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 14,627 | 2,116 | 0.04% | 0.05% | 179 | -3,159 | -17.76% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 14,372 | 2,079 | 0.02% | 0.01% | 180 | +12,706 | 762.67% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 14,187 | 2,052 | 0.43% | 0.4% | 181 | +179 | 1.28% | Q1 2026 | May 05, 2026 |
| Columbia Bank | History | Added to | 14,179 | 2,051 | 0.59% | 0.47% | 183 | +2,142 | 17.8% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 14,180 | 2,051 | 0.0% | 0.0% | 182 | -55 | -0.39% | Q1 2026 | May 11, 2026 |
| Thomasville National Bank | History | No change | 14,438 | 2,038 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 13,888 | 2,009 | 0.74% | 0.7% | 185 | +178 | 1.3% | Q1 2026 | Apr 30, 2026 |
| CITY HOLDING CO | History | Reduced | 13,735 | 1,987 | 0.25% | 0.24% | 186 | -159 | -1.14% | Q1 2026 | Apr 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 13,686 | 1,980 | 0.96% | 0.98% | 187 | -210 | -1.51% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,120 | 1,898 | 0.03% | 0.03% | 188 | +592 | 4.73% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 13,322 | 1,880 | 0.0% | 0.0% | 189 | -7,763 | -36.82% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,888 | 1,865 | 0.26% | 0.25% | 190 | +68 | 0.53% | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,801 | 1,852 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 12,713 | 1,839 | 0.07% | 0.08% | 192 | -2,028 | -13.76% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,644 | 1,829 | 0.01% | 0.0% | 193 | +1,462 | 13.07% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,577 | 1,820 | 0.02% | 0.02% | 194 | -129 | -1.02% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,361 | 1,788 | 0.01% | 0.01% | 195 | +1,286 | 11.61% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 12,209 | 1,767 | 0.06% | 0.02% | 196 | +8,866 | 265.21% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Added to | 10,951 | 1,757 | 0.81% | 0.56% | 198 | +3,166 | 40.67% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,145 | 1,757 | 0.1% | 0.1% | 197 | +404 | 3.44% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 11,932 | 1,726 | 0.3% | 0.31% | 199 | -252 | -2.07% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,885 | 1,719 | 0.02% | 0.03% | 200 | -1,835 | -13.37% | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 11,851 | 1,714 | 0.92% | 1.48% | 201 | -10,164 | -46.17% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,826 | 1,711 | 0.02% | 0.01% | 202 | +2,262 | 23.65% | Q1 2026 | Apr 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 11,787 | 1,705 | 0.8% | 0.72% | 203 | -37 | -0.31% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 11,738 | 1,698 | 0.21% | 0.22% | 204 | -207 | -1.73% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 11,667 | 1,688 | 0.36% | 0.41% | 205 | +18 | 0.15% | Q1 2026 | May 12, 2026 |
| Newton One Investments LLC | History | Reduced | 11,614 | 1,680 | 0.46% | 2.35% | 206 | -44,934 | -79.46% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,446 | 1,656 | 0.04% | 0.03% | 207 | +1,993 | 21.08% | Q1 2026 | May 11, 2026 |
| PSI Advisors, LLC | History | Reduced | 11,372 | 1,645 | 0.39% | 0.41% | 208 | -120 | -1.04% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 11,343 | 1,641 | 0.33% | 0.32% | 209 | -252 | -2.17% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 11,121 | 1,609 | 0.28% | 0.2% | 210 | +4,949 | 80.18% | Q1 2026 | Apr 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,963 | 1,586 | 0.07% | 0.07% | 211 | +55 | 0.5% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 10,679 | 1,545 | 0.01% | 0.01% | 212 | -41 | -0.38% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 10,630 | 1,538 | 0.04% | 0.04% | 213 | +352 | 3.42% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,619 | 1,536 | 0.01% | 0.01% | 214 | -550 | -4.92% | Q1 2026 | May 01, 2026 |
| LGL PARTNERS, LLC | History | Added to | 10,592 | 1,532 | 0.63% | 0.64% | 215 | +16 | 0.15% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,843 | 1,530 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 10,497 | 1,519 | 0.21% | 0.2% | 217 | -167 | -1.57% | Q1 2026 | Apr 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,480 | 1,516 | 0.82% | 0.99% | 218 | -2,154 | -17.05% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,463 | 1,514 | 0.0% | — | 220 | +10,463 | New | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,464 | 1,514 | 0.26% | 0.25% | 219 | -263 | -2.45% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,373 | 1,501 | 0.02% | 0.02% | 221 | -1,174 | -10.17% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,367 | 1,500 | 0.0% | 0.0% | 222 | -299 | -2.8% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 10,311 | 1,492 | 0.31% | 0.32% | 223 | -5 | -0.05% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,277 | 1,487 | 0.0% | 0.0% | 224 | +422 | 4.28% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,230 | 1,480 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,074 | 1,457 | 0.08% | 0.08% | 226 | -1,160 | -10.33% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 9,848 | 1,455 | 0.02% | 0.02% | 227 | -437 | -4.25% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9,844 | 1,454 | 0.03% | 0.03% | 228 | -150 | -1.5% | Q1 2026 | Apr 28, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 10,015 | 1,449 | 0.65% | 0.7% | 229 | +42 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,922 | 1,435 | 0.02% | 0.02% | 230 | -1,329 | -11.81% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,911 | 1,434 | 0.03% | 0.03% | 231 | -228 | -2.25% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 9,505 | 1,375 | 0.1% | 0.13% | 232 | -2,497 | -20.8% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 9,185 | 1,329 | 0.1% | 0.1% | 233 | -261 | -2.76% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,062 | 1,311 | 0.01% | 0.01% | 234 | +1,885 | 26.26% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 8,968 | 1,297 | 0.97% | 0.91% | 235 | +14 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Reduced | 8,877 | 1,284 | 0.01% | 0.01% | 236 | -90 | -1.0% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,691 | 1,257 | 0.0% | 0.0% | 237 | +5,573 | 178.74% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 8,674 | 1,255 | 0.0% | 0.0% | 238 | +607 | 7.52% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 8,670 | 1,254 | 0.07% | 0.07% | 239 | -285 | -3.18% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 8,649 | 1,251 | 0.02% | 0.01% | 240 | +864 | 11.1% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,513 | 1,231 | 0.03% | 0.03% | 241 | -206 | -2.36% | Q1 2026 | Apr 07, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,441 | 1,221 | 0.56% | 0.37% | 242 | +2,582 | 44.07% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,409 | 1,216 | 0.03% | 0.01% | 244 | +5,301 | 170.56% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 8,409 | 1,216 | 0.01% | 0.01% | 243 | +602 | 7.71% | Q1 2026 | May 11, 2026 |
| Financial Alternatives, Inc | History | No change | 8,407 | 1,216 | 0.66% | 0.69% | 245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ruggaard & Associates LLC | History | No change | 8,612 | 1,215 | 0.48% | 0.48% | 246 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 8,356 | 1,209 | 0.02% | 0.03% | 247 | -1,094 | -11.58% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,332 | 1,205 | 0.02% | 0.02% | 248 | +405 | 5.11% | Q1 2026 | Apr 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 8,311 | 1,202 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 8,138 | 1,177 | 0.32% | 0.33% | 250 | -29 | -0.36% | Q1 2026 | Apr 24, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 8,127 | 1,176 | 0.31% | 0.27% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,125 | 1,175 | 0.01% | 0.01% | 252 | +993 | 13.92% | Q1 2026 | Apr 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 7,897 | 1,142 | 0.12% | 0.1% | 253 | +1,064 | 15.57% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,003 | 1,127 | 0.03% | 0.04% | 254 | -267 | -3.67% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,784 | 1,126 | 0.07% | 0.07% | 255 | +371 | 5.0% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,725 | 1,117 | 0.01% | 0.01% | 256 | +142 | 1.87% | Q1 2026 | May 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 7,599 | 1,099 | 0.13% | 0.12% | 257 | +66 | 0.88% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 7,523 | 1,088 | 0.19% | 0.15% | 258 | +1,601 | 27.03% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 7,470 | 1,080 | 0.25% | 0.24% | 260 | -147 | -1.93% | Q1 2026 | Apr 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 7,465 | 1,080 | 0.2% | 0.18% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,455 | 1,078 | 0.01% | 0.0% | 261 | +3,322 | 80.38% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,433 | 1,075 | 0.05% | 0.05% | 262 | +231 | 3.21% | Q1 2026 | Apr 09, 2026 |
| Hurley Capital, LLC | History | Added to | 7,417 | 1,073 | 0.57% | 0.55% | 263 | +474 | 6.83% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,321 | 1,059 | 0.07% | 0.06% | 264 | +763 | 11.63% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,282 | 1,053 | 0.01% | 0.01% | 265 | +288 | 4.12% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,271 | 1,052 | 0.36% | 0.37% | 266 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,193 | 1,040 | 0.0% | — | 267 | +7,193 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 7,112 | 1,029 | 0.09% | 0.09% | 268 | -258 | -3.5% | Q1 2026 | Apr 22, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 7,283 | 1,018 | 1.15% | 0.82% | 269 | +1,429 | 24.41% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,034 | 1,017 | 0.01% | 0.01% | 270 | -32 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,022 | 1,016 | 0.01% | 0.01% | 271 | +2 | 0.03% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 6,984 | 1,013 | 0.1% | 0.07% | 272 | +1,380 | 24.63% | Q1 2026 | May 19, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,902 | 998 | 0.06% | 0.06% | 273 | +51 | 0.74% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Reduced | 6,896 | 997 | 0.18% | 0.18% | 274 | -20 | -0.29% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,794 | 983 | 0.03% | 0.03% | 275 | +11 | 0.16% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | No change | 6,792 | 982 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 6,632 | 959 | 0.14% | 1.06% | 277 | -49,045 | -88.09% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | Added to | 6,633 | 959 | 0.04% | 0.05% | 278 | +667 | 11.18% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 6,215 | 957 | 0.15% | 0.14% | 279 | -110 | -1.74% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 6,546 | 947 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,537 | 945 | 0.02% | 0.02% | 281 | -43 | -0.65% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,497 | 940 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,460 | 934 | 0.01% | 0.01% | 283 | +402 | 6.64% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,350 | 918 | 0.03% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6,203 | 897 | 0.48% | 0.47% | 285 | +204 | 3.4% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 6,088 | 880 | 0.2% | 0.2% | 286 | -33 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Finley Financial, LLC | History | No change | 6,055 | 876 | 0.41% | 0.39% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prospect Financial Services LLC | History | Reduced | 6,027 | 872 | 0.53% | 0.57% | 288 | -977 | -13.95% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,006 | 847 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 5,814 | 841 | 0.52% | 0.5% | 291 | -172 | -2.87% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,814 | 841 | 0.01% | 0.01% | 290 | +84 | 1.47% | Q1 2026 | May 13, 2026 |
| Legacy Trust | History | Reduced | 5,785 | 837 | 0.16% | 0.15% | 292 | -15 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,781 | 836 | 0.22% | 0.18% | 293 | +277 | 5.03% | Q1 2026 | May 11, 2026 |
| Kendall Capital Management | History | Added to | 5,690 | 823 | 0.17% | 0.16% | 294 | +338 | 6.32% | Q1 2026 | Apr 24, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 5,659 | 818 | 0.35% | 0.38% | 297 | -695 | -10.94% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | No change | 5,653 | 818 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | No change | 5,653 | 818 | 0.05% | 0.06% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keenan, LLC | History | Reduced | 5,619 | 810 | 0.68% | 1.21% | 298 | -4,114 | -42.27% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,594 | 809 | 0.09% | 0.09% | 299 | -116 | -2.03% | Q1 2026 | May 01, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,580 | 807 | 0.04% | 0.04% | 300 | +171 | 3.16% | Q1 2026 | Apr 30, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 5,540 | 801 | 0.19% | 0.19% | 301 | -214 | -3.72% | Q1 2026 | May 13, 2026 |
| NorthAvenue LLC | History | Added to | 5,471 | 791 | 0.63% | 0.6% | 302 | +342 | 6.67% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,462 | 790 | 0.01% | 0.01% | 305 | -877 | -13.83% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 5,465 | 790 | 0.29% | 0.33% | 303 | -680 | -11.07% | Q1 2026 | Apr 17, 2026 |
| Montecito Bank & Trust | History | No change | 5,463 | 790 | 0.13% | 0.12% | 304 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,440 | 787 | 0.01% | 0.01% | 306 | -63 | -1.14% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 5,392 | 780 | 0.01% | 0.01% | 307 | +21 | 0.39% | Q1 2026 | May 13, 2026 |
| Destiny Capital Corp/CO | History | Added to | 5,312 | 768 | 0.41% | 0.38% | 308 | +127 | 2.45% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,257 | 762 | 0.01% | 0.01% | 309 | -108 | -2.01% | Q1 2026 | Apr 14, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 5,232 | 757 | 0.38% | 0.36% | 310 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 5,220 | 755 | 0.27% | 0.28% | 311 | -61 | -1.16% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 5,208 | 753 | 0.04% | 0.04% | 313 | +419 | 8.75% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 5,210 | 753 | 0.01% | 0.01% | 312 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 5,249 | 741 | 0.33% | 0.33% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,106 | 738 | 0.0% | 0.01% | 315 | -10,974 | -68.25% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,047 | 730 | 0.0% | 0.0% | 316 | +117 | 2.37% | Q1 2026 | Apr 30, 2026 |
| FC Advisory LLC | History | Reduced | 5,003 | 724 | 0.21% | 0.23% | 317 | -574 | -10.29% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,999 | 723 | 0.0% | 0.0% | 318 | -1,582 | -24.04% | Q1 2026 | Apr 15, 2026 |
| Allen Investment Management, LLC | History | No change | 5,000 | 723 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,991 | 722 | 0.02% | 0.02% | 320 | -538 | -9.73% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,479 | 718 | 0.01% | 0.01% | 321 | +483 | 12.09% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 4,964 | 718 | 0.12% | 0.12% | 322 | -19 | -0.38% | Q1 2026 | May 12, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 4,940 | 714 | 0.37% | 0.36% | 323 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 5,023 | 709 | 0.19% | 0.19% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tannin Capital LLC | History | Reduced | 4,827 | 698 | 0.51% | 0.84% | 325 | -1,840 | -27.6% | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 4,801 | 694 | 0.01% | 0.01% | 326 | -8 | -0.17% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,913 | 693 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 4,770 | 690 | 0.02% | — | 328 | +4,770 | New | Q1 2026 | May 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 4,718 | 682 | 0.06% | 0.06% | 329 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,712 | 681 | 0.01% | 0.01% | 330 | -176 | -3.6% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | Reduced | 4,707 | 681 | 0.16% | 0.16% | 331 | -63 | -1.32% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,673 | 676 | 0.01% | 0.01% | 332 | +467 | 11.1% | Q1 2026 | Apr 23, 2026 |
| Front Row Advisors LLC | History | Reduced | 4,674 | 676 | 0.23% | 0.23% | 333 | -124 | -2.58% | Q1 2026 | May 19, 2026 |
| Performance Wealth Partners, LLC | History | No change | 4,622 | 668 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,562 | 660 | 0.23% | 0.23% | 335 | -83 | -1.79% | Q1 2026 | Apr 29, 2026 |
| Gerald Baker Financial Group LLC | History | New | 4,555 | 659 | 0.21% | — | 336 | +4,555 | New | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Added to | 4,506 | 652 | 0.04% | 0.04% | 337 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 4,489 | 649 | 0.35% | 0.35% | 338 | +2 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Hickory Point Bank & Trust | History | No change | 4,464 | 645 | 0.43% | 0.46% | 339 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Callan Family Office, LLC | History | No change | 4,414 | 638 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,362 | 631 | 0.02% | 0.02% | 342 | -101 | -2.26% | Q1 2026 | May 06, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 4,366 | 631 | 0.19% | 0.18% | 341 | -49 | -1.11% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,339 | 627 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | New | 4,316 | 624 | 0.26% | — | 344 | +4,316 | New | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 4,310 | 623 | 0.02% | 0.02% | 345 | -536 | -11.06% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,837 | 617 | 0.01% | 0.01% | 346 | -42 | -1.08% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,258 | 616 | 0.01% | 0.01% | 347 | -102 | -2.34% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,943 | 615 | 0.02% | 0.02% | 349 | -133 | -3.26% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,363 | 615 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Simmons Bank | History | Reduced | 4,224 | 611 | 0.04% | 0.05% | 350 | -1,094 | -20.57% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 4,098 | 605 | 0.04% | 0.03% | 351 | +4 | 0.1% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,149 | 600 | 0.01% | 0.01% | 352 | +15 | 0.36% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,118 | 595 | 0.09% | 0.09% | 353 | -160 | -3.74% | Q1 2026 | May 13, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 4,080 | 590 | 0.34% | 0.34% | 354 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 4,066 | 588 | 0.03% | 0.04% | 355 | -730 | -15.22% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,025 | 582 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 4,016 | 581 | 0.04% | 0.05% | 357 | -331 | -7.61% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 3,999 | 578 | 0.32% | 0.3% | 358 | +122 | 3.15% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,953 | 577 | 0.02% | 0.02% | 359 | -121 | -2.97% | Q1 2026 | May 14, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 3,986 | 576 | 0.15% | 0.16% | 360 | -679 | -14.56% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | No change | 3,952 | 571 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3,951 | 571 | 0.49% | 0.48% | 362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,929 | 568 | 0.27% | 0.26% | 363 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,916 | 566 | 0.01% | 0.01% | 364 | -11 | -0.28% | Q1 2026 | May 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 3,889 | 562 | 0.12% | 0.11% | 365 | -159 | -3.93% | Q1 2026 | May 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 3,883 | 561 | 0.26% | 0.28% | 366 | +3 | 0.08% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 3,850 | 557 | 0.0% | 0.0% | 367 | -714 | -15.64% | Q1 2026 | May 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 3,799 | 549 | 0.17% | 0.31% | 368 | -3,255 | -46.14% | Q1 2026 | May 19, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 3,420 | 548 | 0.22% | 0.26% | 369 | -916 | -21.13% | Q1 2026 | Apr 27, 2026 |
| Cadence Bank | History | No change | 3,811 | 537 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,708 | 536 | 0.02% | 0.02% | 371 | -18 | -0.48% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,678 | 532 | 0.02% | 0.03% | 372 | -348 | -8.64% | Q1 2026 | May 19, 2026 |
| Bangor Savings Bank | History | No change | 3,613 | 522 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| One Day In July LLC | History | Reduced | 3,573 | 517 | 0.04% | 0.04% | 374 | -70 | -1.92% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,530 | 511 | 0.06% | 0.07% | 375 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 3,525 | 510 | 0.27% | 0.28% | 376 | -150 | -4.08% | Q1 2026 | Apr 16, 2026 |
| TCTC Holdings, LLC | History | No change | 3,500 | 506 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,492 | 505 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 3,464 | 501 | 0.42% | 0.41% | 379 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,441 | 498 | 0.03% | 0.03% | 380 | -8 | -0.23% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,446 | 498 | 0.06% | 0.05% | 381 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,545 | 495 | 0.03% | 0.03% | 382 | -358 | -9.17% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,500 | 494 | 0.05% | 0.04% | 383 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 3,406 | 492 | 0.01% | 0.01% | 384 | -220 | -6.07% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,385 | 489 | 0.15% | 0.11% | 385 | +903 | 36.38% | Q1 2026 | May 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,380 | 489 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | No change | 3,190 | 487 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,314 | 479 | 0.07% | 0.07% | 389 | -125 | -3.63% | Q1 2026 | May 15, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,312 | 479 | 0.19% | 0.18% | 388 | +5 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,969 | 476 | 0.05% | 0.05% | 390 | -47 | -1.56% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Reduced | 3,289 | 475 | 0.1% | 0.14% | 391 | -1,486 | -31.12% | Q1 2026 | Apr 09, 2026 |
| Investmark Advisory Group LLC | History | No change | 3,272 | 473 | 0.2% | 0.2% | 392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| jvl associates llc | History | No change | 3,260 | 471 | 0.16% | 0.15% | 393 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 3,247 | 469 | 0.04% | 0.03% | 394 | +319 | 10.89% | Q1 2026 | Apr 27, 2026 |
| Decker Wealth Management LLC | History | No change | 3,221 | 466 | 0.11% | 0.1% | 395 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 3,189 | 461 | 0.37% | 0.36% | 396 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First Western Trust Bank | History | Reduced | 3,132 | 453 | 0.02% | 0.02% | 397 | -26 | -0.82% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 3,118 | 451 | 0.15% | 0.09% | 399 | +1,193 | 61.97% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 2,859 | 451 | 0.01% | 0.02% | 398 | -67 | -2.29% | Q1 2026 | May 01, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 3,084 | 446 | 0.09% | 1.87% | 400 | -114,217 | -97.37% | Q1 2026 | Apr 22, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,077 | 445 | 0.11% | 0.11% | 401 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 3,058 | 442 | 0.06% | 0.05% | 402 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,050 | 441 | 0.05% | 0.05% | 403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,028 | 438 | 0.01% | 0.01% | 404 | -24 | -0.79% | Q1 2026 | Apr 15, 2026 |
| Renasant Bank | History | Reduced | 3,000 | 434 | 0.31% | 0.42% | 405 | -1,345 | -30.96% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,988 | 432 | 0.02% | — | 406 | +2,988 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,983 | 431 | 0.0% | 0.0% | 407 | -134 | -4.3% | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Added to | 2,971 | 429 | 0.06% | 0.06% | 408 | +51 | 1.75% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,961 | 428 | 0.01% | 0.01% | 409 | +478 | 19.25% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 2,948 | 426 | 0.02% | 0.02% | 412 | +1,054 | 55.65% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 2,945 | 426 | 0.0% | 0.0% | 411 | -58 | -1.93% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,946 | 426 | 0.04% | 0.04% | 410 | -43 | -1.44% | Q1 2026 | Apr 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,926 | 423 | 0.03% | 0.04% | 413 | -1,145 | -28.13% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,900 | 419 | 0.0% | 0.0% | 414 | -400 | -12.12% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,850 | 412 | 0.03% | 0.02% | 415 | +957 | 50.55% | Q1 2026 | Apr 21, 2026 |
| Jacobs Equity LLC | History | No change | 2,839 | 410 | 0.37% | 0.39% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 3,296 | 409 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 2,817 | 407 | 0.06% | 0.06% | 418 | +30 | 1.08% | Q1 2026 | Apr 24, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 2,806 | 406 | 0.25% | 0.29% | 419 | -613 | -17.93% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,810 | 406 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Liberty Capital Management, Inc. | History | No change | 2,835 | 400 | 0.07% | 0.07% | 421 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Roberts Financial Services LLC | History | Reduced | 2,751 | 398 | 0.13% | 0.28% | 422 | -3,572 | -56.49% | Q1 2026 | Apr 15, 2026 |
| CONNING INC. | History | Reduced | 2,707 | 391 | 0.01% | 0.01% | 423 | -175 | -6.07% | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | Added to | 2,691 | 389 | 0.04% | 0.04% | 424 | +39 | 1.47% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 2,685 | 388 | 0.33% | 0.33% | 425 | +3 | 0.11% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,676 | 387 | 0.01% | 0.01% | 426 | +200 | 8.08% | Q1 2026 | May 15, 2026 |
| All Terrain Financial Advisors, LLC | History | Reduced | 2,677 | 387 | 0.09% | 0.09% | 427 | -78 | -2.83% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,669 | 386 | 0.06% | 0.05% | 429 | +742 | 38.51% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,669 | 386 | 0.04% | 0.03% | 428 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,658 | 384 | 0.02% | 0.02% | 431 | -221 | -7.68% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | No change | 2,657 | 384 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 2,635 | 381 | 0.69% | 0.7% | 433 | -200 | -7.05% | Q1 2026 | Apr 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 2,633 | 381 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,621 | 379 | 0.01% | 0.01% | 434 | -693 | -20.91% | Q1 2026 | Apr 08, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 2,602 | 376 | 0.01% | 0.01% | 435 | +1,156 | 79.94% | Q1 2026 | Apr 24, 2026 |
| Park Edge Advisors, LLC | History | No change | 2,600 | 376 | 0.09% | 0.08% | 436 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlas Brown,Inc. | History | No change | 2,588 | 374 | 0.11% | 0.11% | 437 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,582 | 373 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,584 | 373 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,572 | 372 | 0.04% | 0.04% | 440 | -89 | -3.34% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,566 | 371 | 0.0% | 0.01% | 441 | -11,750 | -82.08% | Q1 2026 | May 13, 2026 |
| Sensible Money, LLC | History | Added to | 2,518 | 364 | 0.11% | 0.11% | 442 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Vanguard National Trust Co | History | New | 2,481 | 359 | 0.02% | — | 443 | +2,481 | New | Q1 2026 | May 08, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 2,477 | 358 | 0.12% | 0.11% | 444 | +204 | 8.97% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,471 | 357 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,456 | 355 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 2,512 | 354 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,433 | 352 | 0.01% | 0.01% | 448 | +377 | 18.34% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | No change | 2,432 | 351 | 0.33% | 0.31% | 449 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Essential Planning, LLC. | History | Reduced | 2,425 | 350 | 0.11% | 0.11% | 450 | -4 | -0.16% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,407 | 348 | 0.01% | 0.01% | 451 | -299 | -11.05% | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 2,395 | 346 | 0.05% | 0.05% | 452 | -70 | -2.84% | Q1 2026 | May 15, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 2,382 | 344 | 0.05% | 0.05% | 453 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,348 | 339 | 0.0% | 0.0% | 454 | -329 | -12.29% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,343 | 339 | 0.0% | 0.01% | 456 | +11 | 0.47% | Q1 2026 | Apr 17, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 2,346 | 339 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 2,336 | 338 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,330 | 337 | 0.09% | 0.09% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 2,318 | 335 | 0.08% | 0.09% | 459 | -1 | -0.04% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,309 | 334 | 0.0% | 0.0% | 460 | -4,406 | -65.61% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,305 | 333 | 0.01% | 0.01% | 461 | +258 | 12.6% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,355 | 332 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LaFleur & Godfrey LLC | History | No change | 2,300 | 332 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 2,300 | 332 | 0.07% | 0.07% | 464 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | No change | 2,288 | 331 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | No change | 2,288 | 331 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthTrust Axiom LLC | History | No change | 2,285 | 330 | 0.08% | 0.08% | 467 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 2,255 | 329 | 0.07% | 0.07% | 468 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,267 | 328 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 2,265 | 327 | 0.05% | 0.05% | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,246 | 325 | 0.11% | 0.11% | 471 | +1 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 2,244 | 324 | 0.16% | 0.17% | 472 | +3 | 0.13% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 2,226 | 322 | 0.0% | 0.0% | 473 | -1,167 | -34.39% | Q1 2026 | May 14, 2026 |
| Cedarwood Wealth LLC | History | Added to | 2,221 | 321 | 0.32% | 0.37% | 475 | +1 | 0.05% | Q1 2026 | May 05, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,224 | 321 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 2,211 | 319 | 0.09% | 0.09% | 476 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 2,200 | 318 | 0.08% | 0.07% | 477 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,197 | 317 | 0.0% | 0.0% | 478 | -3,043 | -58.07% | Q1 2026 | May 14, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 2,194 | 317 | 0.13% | 0.12% | 479 | +40 | 1.86% | Q1 2026 | Apr 28, 2026 |
| Goodwin Investment Advisory | History | No change | 2,189 | 316 | 0.38% | 0.34% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essex LLC | History | No change | 2,180 | 315 | 0.06% | 0.05% | 481 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 2,168 | 313 | 0.17% | 0.17% | 482 | -187 | -7.94% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,150 | 311 | 0.03% | 0.03% | 483 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 2,104 | 304 | 0.02% | — | 485 | +2,104 | New | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,155 | 304 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CRA Financial Services, LLC | History | No change | 2,100 | 303 | 0.04% | 0.04% | 486 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 2,097 | 303 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 2,082 | 301 | 0.04% | 0.04% | 488 | -25 | -1.19% | Q1 2026 | Apr 23, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 2,060 | 298 | 0.2% | 0.2% | 489 | +1 | 0.05% | Q1 2026 | Apr 21, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,057 | 297 | 0.14% | 0.14% | 490 | +3 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,046 | 296 | 0.01% | 0.01% | 491 | -176 | -7.92% | Q1 2026 | Apr 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,039 | 295 | 0.01% | 0.01% | 492 | -169 | -7.65% | Q1 2026 | Apr 21, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 2,033 | 294 | 0.12% | 0.1% | 493 | +528 | 35.08% | Q1 2026 | Apr 13, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 2,036 | 294 | 0.19% | 0.19% | 494 | +6 | 0.3% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,018 | 292 | 0.0% | — | 495 | +2,018 | New | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 1,823 | 291 | 0.02% | 0.02% | 496 | -126 | -6.46% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,009 | 290 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,002 | 289 | 0.06% | 0.06% | 498 | -20 | -0.99% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,000 | 289 | 0.04% | 0.04% | 500 | -7 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 289 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,992 | 288 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vann Equity Management LLC | History | New | 1,987 | 287 | 0.2% | — | 503 | +1,987 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,989 | 287 | 0.01% | 0.0% | 502 | +187 | 10.38% | Q1 2026 | Apr 10, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 1,967 | 284 | 0.17% | — | 505 | +1,967 | New | Q1 2026 | May 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 1,966 | 284 | 0.19% | 0.21% | 504 | -985 | -33.38% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 1,941 | 280 | 0.0% | 0.0% | 506 | +346 | 21.69% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Management LLC | History | No change | 1,939 | 280 | 0.03% | 0.04% | 507 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,911 | 276 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,905 | 275 | 0.02% | 0.01% | 509 | -91 | -4.56% | Q1 2026 | Apr 28, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 1,881 | 272 | 0.06% | 0.05% | 510 | -26 | -1.36% | Q1 2026 | Apr 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 1,871 | 270 | 0.13% | — | 512 | +1,871 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 1,870 | 270 | 0.0% | 0.0% | 511 | +292 | 18.5% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,860 | 269 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bensler, LLC | History | No change | 1,852 | 268 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Optimist Retirement Group LLC | History | Added to | 1,846 | 267 | 0.12% | 0.12% | 515 | +3 | 0.16% | Q1 2026 | May 11, 2026 |
| First Financial Bank - Trust Division | History | No change | 1,844 | 266 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Vise Technologies, Inc. | History | No change | 1,888 | 266 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 1,833 | 265 | 0.08% | 0.08% | 519 | -26 | -1.4% | Q1 2026 | May 08, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 1,838 | 265 | 0.13% | 0.13% | 518 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 1,827 | 264 | 0.0% | 0.0% | 520 | -1,654 | -47.52% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,824 | 263 | 0.01% | 0.01% | 521 | -44 | -2.36% | Q1 2026 | Apr 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 1,824 | 263 | 0.03% | 0.03% | 522 | +1 | 0.05% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | Added to | 1,824 | 263 | 0.11% | 0.11% | 523 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 1,786 | 258 | 0.08% | 0.08% | 524 | -27 | -1.49% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 1,784 | 258 | 0.04% | 0.04% | 526 | +1 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | No change | 1,787 | 258 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,780 | 257 | 0.03% | 0.03% | 527 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MOTCO | History | Reduced | 1,767 | 255 | 0.02% | 0.02% | 528 | -7 | -0.39% | Q1 2026 | Apr 22, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 1,766 | 255 | 0.11% | 0.11% | 529 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | No change | 1,750 | 253 | 0.08% | 0.08% | 530 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 1,750 | 253 | 0.14% | 0.14% | 531 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | New | 1,743 | 252 | 0.01% | — | 533 | +1,743 | New | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 1,744 | 252 | 0.08% | 0.07% | 532 | -3 | -0.17% | Q1 2026 | May 12, 2026 |
| Capital Investment Counsel, LLC | History | No change | 1,728 | 250 | 0.03% | 0.03% | 534 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Eagle Strategies LLC | History | Added to | 1,693 | 245 | 0.03% | 0.03% | 535 | +3 | 0.18% | Q1 2026 | Apr 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 1,685 | 243 | 0.0% | — | 536 | +1,685 | New | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 1,677 | 242 | 0.01% | 0.01% | 537 | +24 | 1.45% | Q1 2026 | Apr 17, 2026 |
| Balboa Wealth Partners | History | No change | 1,659 | 240 | 0.04% | 0.04% | 538 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,650 | 238 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 1,643 | 237 | 0.0% | 0.0% | 540 | +82 | 5.25% | Q1 2026 | May 15, 2026 |
| Beaton Management Co. Inc. | History | No change | 1,640 | 237 | 0.11% | 0.1% | 541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,638 | 236 | 0.0% | 0.0% | 542 | +120 | 7.91% | Q1 2026 | May 01, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,633 | 236 | 0.09% | 0.09% | 543 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 1,636 | 236 | 0.04% | 0.04% | 544 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | New | 1,606 | 232 | 0.01% | — | 546 | +1,606 | New | Q1 2026 | Apr 28, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 1,600 | 232 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 1,601 | 231 | 0.04% | — | 548 | +1,601 | New | Q1 2026 | May 11, 2026 |
| Segment Wealth Management, LLC | History | No change | 1,600 | 231 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 1,589 | 229 | 0.05% | 0.05% | 549 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Synergy Asset Management, LLC | History | No change | 1,571 | 227 | 0.02% | 0.02% | 550 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,569 | 227 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,563 | 226 | 0.08% | 0.07% | 552 | +53 | 3.51% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 1,565 | 226 | 0.05% | 0.05% | 553 | +1 | 0.06% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,560 | 225 | 0.0% | 0.0% | 554 | +88 | 5.98% | Q1 2026 | May 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 1,540 | 222 | 0.13% | 0.13% | 555 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | New | 1,533 | 221 | 0.01% | — | 556 | +1,533 | New | Q1 2026 | Apr 27, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 1,526 | 220 | 0.25% | 0.24% | 557 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFG Advisors, LLC | History | Added to | 1,508 | 218 | 0.04% | 0.04% | 558 | +1 | 0.07% | Q1 2026 | Apr 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,332 | 217 | 0.0% | 0.01% | 559 | -1,100 | -45.23% | Q1 2026 | May 11, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,505 | 217 | 0.07% | 0.06% | 561 | -24 | -1.57% | Q1 2026 | Apr 20, 2026 |
| Tranquility Partners, LLC | History | No change | 1,506 | 217 | 0.08% | 0.08% | 560 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| New Insight Wealth Advisors | History | No change | 1,503 | 217 | 0.08% | 0.08% | 562 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Life Planners | History | Added to | 1,492 | 215 | 0.16% | 0.15% | 564 | +2 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Cordatus Wealth Management LLC | History | No change | 1,486 | 215 | 0.05% | 0.05% | 563 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,478 | 213 | 0.02% | — | 567 | +1,478 | New | Q1 2026 | Apr 08, 2026 |
| Garde Capital, Inc. | History | No change | 1,477 | 213 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,472 | 213 | 0.1% | 0.09% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WJ Financial Advisors LLC | History | New | 1,468 | 212 | 0.17% | — | 569 | +1,468 | New | Q1 2026 | May 04, 2026 |
| SouthState Bank Corp | History | Added to | 1,469 | 212 | 0.01% | 0.01% | 568 | +20 | 1.38% | Q1 2026 | May 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 1,456 | 210 | 0.06% | 0.06% | 570 | +1 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Ascent Group, LLC | History | No change | 1,457 | 210 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triton Financial Group Inc | History | New | 1,468 | 209 | 0.36% | — | 574 | +1,468 | New | Q1 2026 | May 15, 2026 |
| SB Capital Management Inc | History | No change | 1,481 | 209 | 0.08% | 0.08% | 572 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Corundum Group, Inc. | History | No change | 1,450 | 209 | 0.07% | 0.07% | 573 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,440 | 208 | 0.0% | 0.0% | 575 | -180 | -11.11% | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 1,432 | 207 | 0.04% | 0.04% | 576 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Breachway Investments LLC | History | Reduced | 1,410 | 205 | 0.2% | 0.22% | 578 | -45 | -3.09% | Q1 2026 | Apr 13, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 1,423 | 205 | 0.18% | 0.14% | 577 | +43 | 3.12% | Q1 2026 | Apr 24, 2026 |
| D.B. Root & Company, LLC | History | New | 1,412 | 204 | 0.05% | — | 580 | +1,412 | New | Q1 2026 | May 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,340 | 204 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 1,408 | 203 | 0.04% | — | 584 | +1,408 | New | Q1 2026 | Apr 15, 2026 |
| HFG Advisors, Inc. | History | New | 1,405 | 203 | 0.14% | — | 583 | +1,405 | New | Q1 2026 | May 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,408 | 203 | 0.02% | 0.02% | 582 | -20 | -1.4% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 1,440 | 203 | 0.03% | 0.03% | 581 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | New | 1,400 | 202 | 0.05% | — | 586 | +1,400 | New | Q1 2026 | May 11, 2026 |
| TERRIL BROTHERS, INC. | History | New | 1,398 | 202 | 0.06% | — | 585 | +1,398 | New | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,321 | 191 | 0.0% | 0.0% | 587 | +401 | 43.59% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,325 | 191 | 0.0% | 0.0% | 588 | -114 | -7.92% | Q1 2026 | May 13, 2026 |
| Kentucky Trust Co | History | Reduced | 1,325 | 191 | 0.1% | 0.1% | 589 | -25 | -1.85% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,253 | 181 | 0.01% | 0.01% | 590 | +1 | 0.08% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,242 | 179 | 0.01% | 0.01% | 591 | +1 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | New | 1,258 | 177 | 0.08% | — | 592 | +1,258 | New | Q1 2026 | Apr 27, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 1,217 | 176 | 0.12% | 0.11% | 593 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,216 | 175 | 0.0% | 0.0% | 594 | +42 | 3.58% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,204 | 174 | 0.01% | 0.01% | 595 | -17 | -1.39% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Added to | 1,188 | 171 | 0.09% | 0.08% | 597 | +2 | 0.17% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,185 | 171 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,174 | 169 | 0.08% | 0.08% | 598 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,137 | 164 | 0.05% | 0.05% | 600 | +1 | 0.09% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,140 | 164 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | No change | 1,121 | 162 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 1,104 | 159 | 0.13% | 0.14% | 602 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,091 | 157 | 0.0% | 0.0% | 603 | -279 | -20.36% | Q1 2026 | May 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,079 | 156 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,073 | 155 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,085 | 153 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Community Bank | History | No change | 1,047 | 151 | 0.05% | 0.06% | 607 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Community Financial Services Group, LLC | History | New | 1,000 | 146 | 0.03% | — | 609 | +1,000 | New | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 146 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,007 | 145 | 0.0% | 0.0% | 610 | -1 | -0.1% | Q1 2026 | Apr 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,007 | 145 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | No change | 977 | 141 | 0.04% | 0.04% | 612 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Security National Bank | History | No change | 954 | 138 | 0.02% | 0.02% | 613 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | Reduced | 953 | 137 | 0.0% | 0.0% | 614 | -276 | -22.46% | Q1 2026 | Apr 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 928 | 134 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 913 | 132 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 916 | 132 | 0.06% | 0.05% | 617 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| one8zero8, LLC | History | No change | 829 | 119 | 0.03% | 0.03% | 618 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 800 | 115 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 767 | 110 | 0.01% | 0.01% | 620 | -19 | -2.42% | Q1 2026 | Apr 06, 2026 |
| Insight Inv LLC | History | Reduced | 692 | 100 | 0.05% | 0.06% | 621 | -30 | -4.16% | Q1 2026 | Apr 27, 2026 |
| ATWOOD & PALMER INC | History | No change | 658 | 95 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 648 | 93 | 0.01% | 0.0% | 623 | +295 | 83.57% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 625 | 90 | 0.0% | — | 624 | +625 | New | Q1 2026 | May 08, 2026 |
| Financial Perspectives, Inc | History | Added to | 611 | 88 | 0.02% | 0.02% | 626 | +14 | 2.35% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 610 | 88 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 603 | 87 | 0.0% | 0.0% | 627 | +44 | 7.87% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 600 | 86 | 0.03% | 0.03% | 628 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 590 | 85 | 0.03% | — | 629 | +590 | New | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 576 | 83 | 0.05% | 0.05% | 632 | +2 | 0.35% | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 588 | 83 | 0.06% | 0.06% | 630 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 576 | 83 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 570 | 82 | 0.01% | 0.01% | 633 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 561 | 81 | 0.06% | 0.07% | 634 | -73 | -11.51% | Q1 2026 | Apr 29, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 550 | 79 | 0.03% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 540 | 78 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 536 | 77 | 0.06% | — | 637 | +536 | New | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 526 | 76 | 0.07% | 0.07% | 638 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COUNTRY TRUST BANK | History | No change | 524 | 75 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 521 | 75 | 0.03% | 0.02% | 640 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 509 | 73 | 0.0% | 0.01% | 641 | -1,239 | -70.88% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | No change | 500 | 72 | 0.03% | 0.03% | 642 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | No change | 500 | 72 | 0.02% | 0.02% | 643 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Longview Financial Advisors LLC | History | No change | 500 | 72 | 0.04% | 0.04% | 644 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 492 | 71 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 486 | 70 | 0.0% | — | 646 | +486 | New | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 473 | 68 | 0.0% | — | 649 | +473 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 471 | 68 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 470 | 68 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Colonial Trust Advisors | History | No change | 443 | 64 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 411 | 59 | 0.02% | 0.02% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Reduced | 402 | 58 | 0.0% | 0.0% | 652 | -22 | -5.19% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 57 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Powell Investment Advisors, LLC | History | No change | 400 | 57 | 0.02% | 0.02% | 654 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 400 | 57 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 390 | 57 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 381 | 55 | 0.01% | 0.01% | 657 | +1 | 0.26% | Q1 2026 | Apr 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 368 | 53 | 0.02% | — | 659 | +368 | New | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 373 | 53 | 0.0% | 0.0% | 658 | -46 | -10.98% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 360 | 52 | 0.02% | — | 660 | +360 | New | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 358 | 51 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Reduced | 352 | 50 | 0.0% | 0.0% | 662 | -89 | -20.18% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 340 | 49 | 0.0% | 0.0% | 664 | +140 | 70.0% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 340 | 49 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GGM Financial LLC | History | Added to | 314 | 45 | 0.02% | 0.02% | 666 | +1 | 0.32% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | No change | 312 | 45 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 308 | 44 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 301 | 43 | 0.01% | 0.0% | 671 | +189 | 168.75% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 299 | 43 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | No change | 304 | 43 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | No change | 300 | 43 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | No change | 295 | 42 | 0.04% | 0.04% | 672 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 290 | 41 | 0.0% | 0.0% | 673 | -7,278 | -96.17% | Q1 2026 | May 12, 2026 |
| Motiv8 Investments LLC | History | No change | 288 | 41 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 280 | 40 | 0.01% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 273 | 39 | 0.01% | 0.02% | 677 | -104 | -27.59% | Q1 2026 | Apr 21, 2026 |
| Horizons Wealth Management | History | No change | 270 | 39 | 0.03% | 0.02% | 676 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 263 | 38 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPL Wealth Management, LLC | History | New | 257 | 37 | 0.01% | — | 682 | +257 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 260 | 37 | 0.0% | — | 680 | +256 | 6400.0% | Q1 2026 | Apr 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 256 | 37 | 0.0% | — | 681 | +256 | New | Q1 2026 | May 18, 2026 |
| North Star Investment Management Corp. | History | No change | 257 | 37 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 255 | 36 | 0.02% | 0.03% | 684 | -195 | -43.33% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 246 | 36 | 0.0% | 0.0% | 683 | +22 | 9.82% | Q1 2026 | Apr 06, 2026 |
| Caldwell Trust Co | History | No change | 253 | 36 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Bridge, LLC | History | No change | 236 | 34 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Palouse Capital Management, Inc. | History | No change | 232 | 33 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 224 | 32 | 0.02% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | No change | 220 | 31 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 208 | 30 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 210 | 29 | 0.02% | 0.02% | 691 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 200 | 28 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 177 | 28 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 194 | 28 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 203 | 28 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 188 | 27 | 0.01% | — | 697 | +188 | New | Q1 2026 | Apr 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 187 | 27 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 182 | 26 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 180 | 26 | 0.01% | 0.01% | 699 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 175 | 25 | 0.0% | 0.0% | 700 | -29 | -14.22% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 178 | 25 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 174 | 25 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 169 | 24 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 162 | 23 | 0.0% | 0.0% | 704 | -1 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Community Bank, N.A. | History | No change | 160 | 23 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CNB Bank | History | No change | 164 | 23 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 162 | 23 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Added to | 150 | 21 | 0.01% | 0.01% | 708 | +8 | 5.63% | Q1 2026 | Apr 13, 2026 |
| Coastline Trust Co | History | New | 144 | 20 | 0.0% | — | 710 | +144 | New | Q1 2026 | Apr 03, 2026 |
| Ascentis Independent Advisors | History | New | 142 | 20 | 0.0% | — | 711 | +142 | New | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 146 | 20 | 0.0% | 0.0% | 709 | -105 | -41.83% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 130 | 18 | 0.0% | — | 716 | +130 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 126 | 18 | 0.0% | 0.0% | 712 | -94 | -42.73% | Q1 2026 | May 05, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 127 | 18 | 0.02% | 0.03% | 715 | -84 | -39.81% | Q1 2026 | May 12, 2026 |
| Bank of New Hampshire | History | Reduced | 128 | 18 | 0.0% | 0.01% | 713 | -68 | -34.69% | Q1 2026 | Apr 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 130 | 18 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 125 | 17 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 113 | 16 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 107 | 15 | 0.01% | — | 724 | +107 | New | Q1 2026 | May 05, 2026 |
| Avalon Trust Co | History | No change | 108 | 15 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EPG Wealth Management LLC | History | No change | 108 | 15 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Team Financial Group, LLC | History | No change | 104 | 15 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 104 | 15 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 105 | 15 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 103 | 14 | 0.0% | — | 728 | +103 | New | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | New | 100 | 14 | 0.0% | — | 729 | +100 | New | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 97 | 14 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | No change | 101 | 14 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 96 | 13 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Imprint Wealth LLC | History | No change | 95 | 13 | 0.06% | 0.06% | 731 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 93 | 13 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 87 | 12 | 0.0% | 0.0% | 734 | -383 | -81.49% | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 86 | 12 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 88 | 12 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | No change | 88 | 12 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 79 | 11 | 0.0% | — | 738 | +78 | 7800.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 80 | 11 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 75 | 10 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 70 | 10 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 68 | 9 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 62 | 8 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 52 | 7 | 0.0% | 0.01% | 744 | -100 | -65.79% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| United Financial Planning Group LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 44 | 6 | 0.0% | — | 748 | +44 | New | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 48 | 6 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 40 | 5 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 38 | 5 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Main Street Group, LTD | History | New | 34 | 4 | 0.0% | — | 756 | +34 | New | Q1 2026 | May 06, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 30 | 4 | 0.0% | — | 757 | +30 | New | Q1 2026 | Apr 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 33 | 4 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Archer Investment Corp | History | No change | 30 | 4 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 22 | 3 | 0.0% | — | 761 | +22 | New | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 25 | 3 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | No change | 25 | 3 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| True Link Financial Advisors, LLC | History | New | 20 | 2 | 0.0% | — | 766 | +20 | New | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 20 | 2 | 0.0% | — | 767 | +20 | New | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 17 | 2 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Reduced | 9 | 1 | 0.0% | 0.0% | 769 | -25 | -73.53% | Q1 2026 | Apr 10, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 7 | 1 | 0.0% | — | 771 | +7 | New | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 770 | -1 | -11.11% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 2.87% | — | -64,211 | -100.0% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,955 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -23,373 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,291 | -100.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -15,899 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,184 | -100.0% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,767 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,974 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,498 | -100.0% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,173 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,100 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,066 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,971 | -100.0% | Q1 2026 | May 11, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,804 | -100.0% | Q1 2026 | May 04, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,137 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,103 | -100.0% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,797 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CHEMUNG CANAL TRUST CO | History | Closed out | 0 | 0 | — | 0.05% | — | -1,664 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,579 | -100.0% | Q1 2026 | May 14, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,474 | -100.0% | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,469 | -100.0% | Q1 2026 | May 07, 2026 |
| Objective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,459 | -100.0% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -1,455 | -100.0% | Q1 2026 | May 07, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Closed out | 0 | 0 | — | 0.15% | — | -1,444 | -100.0% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,442 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,411 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,137 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,008 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -762 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -752 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -661 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -474 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -438 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -309 | -100.0% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -284 | -100.0% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -189 | -100.0% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -133 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |