iSHARES TRUST - IQLT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 56,735,506 | 2,622,882 | 1.61% | 1.59% | 1 | +1,423,388 | 2.57% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,309,402 | 800,213 | 0.46% | 0.45% | 2 | -930,529 | -5.1% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,219,974 | 657,389 | 0.18% | 0.22% | 3 | -2,255,631 | -13.69% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,773,236 | 359,356 | 0.03% | 0.09% | 4 | -18,575,587 | -70.5% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,839,909 | 316,208 | 5.47% | 5.22% | 5 | +395,337 | 6.13% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 6,203,662 | 286,795 | 0.02% | 0.02% | 6 | +439,265 | 7.62% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,986,307 | 276,746 | 4.05% | 4.01% | 7 | +200,687 | 3.47% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Added to | 5,216,459 | 241,157 | 0.34% | 0.32% | 8 | +380,929 | 7.88% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,443,240 | 205,410 | 0.22% | 0.22% | 9 | -7,561 | -0.17% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 4,222,093 | 195,187 | 0.05% | 0.05% | 10 | +26,136 | 0.62% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 4,191,576 | 193,776 | 0.03% | 0.03% | 11 | +292,153 | 7.49% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,774,976 | 174,497 | 0.04% | 0.12% | 12 | -8,356,498 | -68.88% | Q1 2026 | Jul 17, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,436,496 | 158,869 | 0.61% | — | 13 | +3,436,496 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,729,373 | 126,178 | 0.19% | 0.18% | 14 | +80,979 | 3.06% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,584,919 | 119,507 | 0.17% | 0.02% | 15 | +2,232,667 | 633.83% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,139,011 | 98,886 | 0.1% | 0.11% | 16 | -86,055 | -3.87% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,878,491 | 86,842 | 0.38% | 0.33% | 17 | +170,406 | 9.98% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,627,732 | 75,250 | 5.27% | 3.62% | 18 | +125,570 | 8.36% | Q1 2026 | May 11, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,571,192 | 72,636 | 1.56% | 1.55% | 19 | +139,272 | 9.73% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,571,192 | 72,636 | 1.35% | 1.34% | 20 | +139,272 | 9.73% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,551,783 | 71,738 | 0.01% | — | 21 | +1,551,783 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,525,952 | 70,544 | 0.02% | 0.02% | 22 | +3,330 | 0.22% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,396,649 | 65,460 | 1.12% | 0.85% | 23 | +368,864 | 35.89% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,349,574 | 62,390 | 0.0% | 0.0% | 24 | +68,786 | 5.37% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,331,820 | 61,570 | 1.18% | 1.1% | 25 | +39,047 | 3.02% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,302,963 | 60,236 | 0.01% | 0.01% | 26 | -416,423 | -24.22% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,252,378 | 57,897 | 0.01% | 0.01% | 27 | +53,828 | 4.49% | Q1 2026 | Jul 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,233,133 | 57,007 | 0.08% | 0.07% | 28 | +156,719 | 14.56% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,180,280 | 53,643 | 0.35% | 0.35% | 29 | +45,000 | 3.96% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,147,002 | 53,025 | 0.15% | 0.14% | 30 | -131,405 | -10.28% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,134,152 | 52,431 | 0.85% | 0.88% | 31 | +15,541 | 1.39% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,115,912 | 51,589 | 0.13% | 0.11% | 32 | +83,021 | 8.04% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 1,106,057 | 51,133 | 0.06% | 0.05% | 33 | +190,042 | 20.75% | Q1 2026 | May 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 1,027,916 | 47,520 | 6.62% | 6.68% | 34 | -13,075 | -1.26% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 1,016,646 | 46,999 | 4.2% | 4.21% | 35 | +6,226 | 0.62% | Q1 2026 | May 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 994,356 | 45,969 | 0.08% | 0.08% | 36 | +73,990 | 8.04% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 967,543 | 44,729 | 5.79% | 5.88% | 37 | -44,727 | -4.42% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | Added to | 947,863 | 43,819 | 0.85% | 0.7% | 38 | +113,663 | 13.63% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | Reduced | 921,777 | 42,613 | 3.32% | 3.26% | 39 | -18,253 | -1.94% | Q1 2026 | Apr 08, 2026 |
| Silver Coast Investments LLC | History | Added to | 885,935 | 40,956 | 13.07% | 13.56% | 40 | +20,255 | 2.34% | Q1 2026 | Apr 22, 2026 |
| Unison Advisors LLC | History | Added to | 869,231 | 40,184 | 3.05% | 3.38% | 41 | +17,345 | 2.04% | Q1 2026 | Apr 28, 2026 |
| Haverford Trust Co | History | Added to | 866,151 | 40,042 | 0.37% | 0.27% | 42 | +205,379 | 31.08% | Q1 2026 | May 11, 2026 |
| Valence8 US LP | History | Reduced | 846,133 | 39,116 | 13.67% | 12.43% | 43 | -76,843 | -8.33% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Added to | 839,848 | 38,826 | 5.61% | 5.7% | 44 | +2,369 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 816,596 | 37,751 | 1.21% | 1.12% | 45 | +76,102 | 10.28% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 805,008 | 37,215 | 0.53% | 1.5% | 46 | -1,188,452 | -59.62% | Q1 2026 | May 11, 2026 |
| Wharton Business Group, LLC | History | Added to | 779,050 | 36,015 | 1.36% | 1.33% | 47 | +10,265 | 1.34% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 769,693 | 35,582 | 0.28% | 0.24% | 48 | +26,535 | 3.57% | Q1 2026 | May 11, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 768,930 | 35,547 | 3.47% | 3.35% | 49 | +20,690 | 2.77% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 761,539 | 35,211 | 0.05% | 0.05% | 50 | -53,565 | -6.57% | Q1 2026 | May 15, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 760,685 | 35,166 | 6.48% | 6.71% | 51 | +30,681 | 4.2% | Q1 2026 | Apr 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 669,809 | 33,048 | 1.89% | 1.8% | 52 | +14,644 | 2.24% | Q1 2026 | Apr 20, 2026 |
| SCS Capital Management LLC | History | Reduced | 706,619 | 32,667 | 0.35% | 0.37% | 53 | -55,524 | -7.29% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 706,604 | 32,666 | 0.01% | 0.01% | 54 | +12,748 | 1.84% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 701,192 | 32,416 | 0.08% | 0.09% | 55 | -67,841 | -8.82% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 698,095 | 32,273 | 0.03% | 0.03% | 56 | -97,768 | -12.28% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 690,567 | 31,924 | 0.38% | 0.35% | 57 | +2,071 | 0.3% | Q1 2026 | May 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 677,042 | 31,299 | 0.14% | 0.17% | 58 | -166,953 | -19.78% | Q1 2026 | May 07, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 606,170 | 28,023 | 5.89% | 5.51% | 59 | -2,809 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 556,811 | 25,741 | 0.28% | 0.02% | 60 | +541,249 | 3478.02% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 534,022 | 24,687 | 6.51% | 7.0% | 61 | -45,484 | -7.85% | Q1 2026 | May 12, 2026 |
| Foster Group, Inc. | History | Added to | 529,006 | 24,455 | 0.73% | 0.72% | 62 | +8,274 | 1.59% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 486,196 | 23,042 | 0.03% | 0.03% | 63 | -417 | -0.09% | Q1 2026 | May 14, 2026 |
| Altus Wealth Management, LLC | History | Added to | 494,554 | 22,863 | 10.16% | 9.34% | 64 | +18,000 | 3.78% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 509,571 | 22,839 | 0.0% | 0.0% | 65 | -2,402 | -0.47% | Q1 2026 | May 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 492,153 | 22,752 | 10.16% | 12.65% | 66 | -450,547 | -47.79% | Q1 2026 | Apr 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 490,423 | 22,672 | 0.33% | 0.41% | 67 | -104,642 | -17.58% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 480,014 | 22,191 | 1.37% | 1.43% | 68 | +12,544 | 2.68% | Q1 2026 | Apr 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 476,503 | 22,028 | 2.48% | 2.38% | 69 | +28,940 | 6.47% | Q1 2026 | Apr 07, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 468,142 | 21,642 | 3.55% | 3.58% | 70 | -914 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 457,635 | 21,156 | 2.46% | 2.2% | 71 | +36,991 | 8.79% | Q1 2026 | May 06, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 448,093 | 20,715 | 0.92% | 0.33% | 72 | +277,461 | 162.61% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 441,429 | 20,402 | 0.02% | 0.02% | 73 | +7,419 | 1.71% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 438,178 | 20,256 | 1.43% | 1.31% | 74 | +52,069 | 13.49% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Added to | 437,927 | 20,245 | 1.75% | 1.69% | 75 | +6,997 | 1.62% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 437,826 | 20,241 | 0.64% | — | 76 | +437,826 | New | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 400,012 | 18,493 | 1.74% | 1.09% | 77 | +142,551 | 55.37% | Q1 2026 | Apr 02, 2026 |
| Savant Capital, LLC | History | Added to | 397,652 | 18,383 | 0.09% | 0.1% | 78 | +2,609 | 0.66% | Q1 2026 | May 04, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 378,163 | 17,480 | 10.61% | 11.76% | 79 | +216 | 0.06% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 367,495 | 16,989 | 1.03% | 0.5% | 80 | -4,251,407 | -92.04% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | Reduced | 352,654 | 16,303 | 0.28% | 1.79% | 81 | -1,930,374 | -84.55% | Q1 2026 | Apr 07, 2026 |
| Frontier Asset Management, LLC | History | Added to | 344,209 | 15,912 | 3.34% | 3.56% | 82 | +6,742 | 2.0% | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 339,405 | 15,690 | 0.49% | 0.58% | 83 | -47,726 | -12.33% | Q1 2026 | May 04, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 323,714 | 14,965 | 5.54% | 4.66% | 84 | +43,388 | 15.48% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 323,061 | 14,935 | 9.13% | 9.72% | 85 | +8,173 | 2.6% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 315,708 | 14,595 | 0.35% | 0.29% | 86 | +25,018 | 8.61% | Q1 2026 | May 15, 2026 |
| ENZI WEALTH | History | Reduced | 314,349 | 14,532 | 5.04% | 5.25% | 87 | -2,166 | -0.68% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 305,075 | 14,103 | 0.08% | 0.14% | 88 | -276,833 | -47.57% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 304,095 | 14,058 | 0.05% | 0.05% | 89 | -13,994 | -4.4% | Q1 2026 | Jun 02, 2026 |
| Intrua Financial, LLC | History | Added to | 302,785 | 13,997 | 1.44% | 1.27% | 90 | +38,624 | 14.62% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 302,280 | 13,974 | 0.3% | 0.21% | 91 | +90,534 | 42.76% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Added to | 294,832 | 13,630 | 1.83% | 1.77% | 92 | +15,603 | 5.59% | Q1 2026 | Apr 20, 2026 |
| MBA Advisors LLC | History | Added to | 294,723 | 13,625 | 5.23% | 5.07% | 93 | +17,731 | 6.4% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Advisors | History | Added to | 293,336 | 13,560 | 1.05% | 0.87% | 94 | +38,372 | 15.05% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 288,680 | 13,345 | 1.1% | 0.65% | 95 | +109,359 | 60.99% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 282,921 | 13,079 | 0.89% | 0.84% | 96 | +6,871 | 2.49% | Q1 2026 | May 21, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 264,498 | 12,227 | 0.73% | 0.75% | 97 | -7,122 | -2.62% | Q1 2026 | May 13, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 262,474 | 12,134 | 1.77% | 1.72% | 98 | -359 | -0.14% | Q1 2026 | Jul 28, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 298,137 | 11,830 | 3.74% | 2.77% | 99 | -30,819 | -9.37% | Q1 2026 | Apr 23, 2026 |
| Marshall Financial Group, LLC | History | Added to | 255,218 | 11,798 | 1.89% | 2.25% | 100 | +348 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 251,740 | 11,635 | 0.12% | 0.1% | 101 | +69,755 | 38.33% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 250,607 | 11,585 | 0.42% | 0.32% | 102 | +49,804 | 24.8% | Q1 2026 | Apr 14, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 246,708 | 11,405 | 3.11% | 3.14% | 103 | +1,846 | 0.75% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 242,759 | 11,222 | 0.0% | 0.0% | 104 | -58,159 | -19.33% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 241,374 | 11,158 | 0.18% | 0.17% | 105 | +8,701 | 3.74% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 232,457 | 10,746 | 1.7% | 2.03% | 106 | -9,847 | -4.06% | Q1 2026 | Apr 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 220,452 | 10,742 | 1.8% | 1.83% | 107 | +3,775 | 1.74% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | Reduced | 228,493 | 10,563 | 0.23% | 0.23% | 108 | -12,148 | -5.05% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 228,242 | 10,551 | 0.06% | 0.06% | 109 | -7,327 | -3.11% | Q1 2026 | Apr 30, 2026 |
| Abundance Wealth Counselors | History | Added to | 219,422 | 10,143 | 1.45% | 1.64% | 110 | +6,329 | 2.97% | Q1 2026 | Apr 22, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 208,900 | 9,657 | 4.19% | 4.25% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 205,575 | 9,503 | 8.07% | 8.08% | 112 | +4,471 | 2.22% | Q1 2026 | Apr 16, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 203,820 | 9,422 | 1.47% | 1.51% | 113 | -5,824 | -2.78% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | Added to | 203,556 | 9,410 | 2.08% | 2.04% | 114 | +3,405 | 1.7% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 202,767 | 9,373 | 0.07% | 0.07% | 115 | -1,628 | -0.8% | Q1 2026 | Apr 14, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 201,689 | 9,324 | 4.2% | 3.32% | 116 | +36,414 | 22.03% | Q1 2026 | May 11, 2026 |
| Financial Management, Inc. | History | Added to | 201,213 | 9,302 | 8.74% | 8.48% | 117 | +4,742 | 2.41% | Q1 2026 | Jul 02, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 200,306 | 9,260 | 1.06% | 0.76% | 118 | +43,839 | 28.02% | Q1 2026 | May 08, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 48,140 | 9,233 | 6.04% | 5.45% | 119 | -406 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Clearview Wealth Management LLC | History | New | 197,467 | 9,128 | 6.46% | — | 120 | +197,467 | New | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 190,637 | 8,813 | 1.8% | 1.62% | 121 | +13,488 | 7.61% | Q1 2026 | May 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 189,458 | 8,758 | 0.56% | 0.55% | 122 | -90 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | New | 187,334 | 8,660 | 0.14% | — | 123 | +187,334 | New | Q1 2026 | May 04, 2026 |
| Opulen Financial Group LLC | History | Reduced | 185,932 | 8,595 | 6.05% | 6.21% | 124 | -1,741 | -0.93% | Q1 2026 | Apr 29, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 180,877 | 8,361 | 1.81% | 1.8% | 125 | -8,227 | -4.35% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 178,297 | 8,242 | 1.13% | 1.12% | 126 | +889 | 0.5% | Q1 2026 | Apr 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 172,680 | 7,739 | 2.57% | 2.98% | 127 | -26,211 | -13.18% | Q1 2026 | Apr 27, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 167,071 | 7,723 | 5.15% | 4.99% | 128 | +6,942 | 4.34% | Q1 2026 | May 04, 2026 |
| OxenFree Capital LLC | History | Reduced | 155,774 | 7,653 | 3.71% | 3.74% | 129 | -675 | -0.43% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 162,337 | 7,505 | 0.01% | 0.01% | 130 | +46,235 | 39.82% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 160,537 | 7,421 | 0.03% | 0.02% | 131 | +43,203 | 36.82% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 158,688 | 7,336 | 0.13% | 0.18% | 132 | -59,853 | -27.39% | Q1 2026 | Jun 02, 2026 |
| Eagle Strategies LLC | History | Added to | 157,811 | 7,295 | 0.87% | 0.89% | 133 | +4,034 | 2.62% | Q1 2026 | Apr 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 157,306 | 7,272 | 1.02% | 0.87% | 134 | +36,755 | 30.49% | Q1 2026 | Apr 30, 2026 |
| BFSG, LLC | History | Added to | 151,073 | 6,984 | 0.66% | 0.6% | 135 | +14,839 | 10.89% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 150,550 | 6,959 | 0.1% | 0.05% | 136 | +70,057 | 87.03% | Q1 2026 | Apr 08, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 148,750 | 6,876 | 6.66% | 7.19% | 137 | -43,196 | -22.5% | Q1 2026 | May 12, 2026 |
| MFA Wealth Services | History | Added to | 145,966 | 6,748 | 4.47% | 3.99% | 138 | +16,068 | 12.37% | Q1 2026 | Apr 21, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 145,865 | 6,743 | 1.88% | 2.16% | 139 | -20,981 | -12.58% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 144,882 | 6,697 | 0.94% | 0.0% | 140 | +144,519 | 39812.4% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 141,995 | 6,655 | 0.06% | 0.01% | 141 | +126,371 | 808.83% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | Added to | 143,228 | 6,621 | 0.15% | 0.14% | 142 | +4,948 | 3.58% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 142,974 | 6,609 | 0.23% | 0.23% | 143 | -3,630 | -2.48% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 141,927 | 6,561 | 0.03% | 0.06% | 144 | -117,602 | -45.31% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 138,093 | 6,384 | 0.25% | 0.24% | 145 | -4,995 | -3.49% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Added to | 137,287 | 6,346 | 0.86% | 0.77% | 146 | +10,982 | 8.69% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 136,826 | 6,325 | 0.2% | 0.2% | 147 | -3,267 | -2.33% | Q1 2026 | Apr 08, 2026 |
| Auxano Advisors, LLC | History | Added to | 136,447 | 6,307 | 1.26% | 0.64% | 148 | +65,000 | 90.98% | Q1 2026 | May 01, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 136,211 | 6,297 | 0.75% | 0.74% | 149 | -1,763 | -1.28% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 136,099 | 6,291 | 0.87% | 0.77% | 150 | +19,774 | 17.0% | Q1 2026 | Apr 22, 2026 |
| SOL Capital Management CO | History | No change | 137,758 | 6,261 | 0.56% | 0.56% | 151 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Calydon Capital | History | No change | 133,269 | 6,161 | 1.01% | 1.02% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 130,409 | 6,028 | 0.25% | 0.23% | 153 | +9,021 | 7.43% | Q1 2026 | May 12, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 130,393 | 6,028 | 1.77% | 1.79% | 154 | -325 | -0.25% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 129,844 | 6,003 | 0.29% | 0.26% | 155 | +6,960 | 5.66% | Q1 2026 | May 18, 2026 |
| WPG Advisers, LLC | History | Reduced | 127,750 | 5,905 | 4.35% | 4.49% | 156 | -5,478 | -4.11% | Q1 2026 | Apr 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 127,186 | 5,879 | 0.39% | 0.39% | 157 | -18,966 | -12.98% | Q1 2026 | Apr 17, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 127,014 | 5,871 | 1.31% | 1.27% | 158 | +1,852 | 1.48% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 126,401 | 5,843 | 0.09% | 0.11% | 159 | +10,359 | 8.93% | Q1 2026 | May 15, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 125,434 | 5,798 | 1.63% | 1.57% | 160 | -596 | -0.47% | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Reduced | 115,064 | 5,677 | 1.43% | 1.86% | 161 | -48,484 | -29.65% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 120,674 | 5,578 | 0.07% | 0.08% | 162 | +726 | 0.61% | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | Reduced | 115,219 | 5,569 | 5.31% | 5.22% | 163 | -5,461 | -4.53% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 117,504 | 5,432 | 0.18% | 0.04% | 164 | -4,015 | -3.3% | Q1 2026 | Apr 23, 2026 |
| Balentine LLC | History | Reduced | 116,612 | 5,390 | 0.22% | 0.21% | 165 | -6,345 | -5.16% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 115,226 | 5,326 | 0.32% | 0.33% | 166 | +178 | 0.15% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 111,641 | 5,161 | 0.12% | 0.27% | 167 | -130,610 | -53.92% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 110,482 | 5,107 | 0.03% | 0.02% | 168 | +8,712 | 8.56% | Q1 2026 | Apr 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 109,850 | 5,078 | 1.07% | 1.15% | 169 | -11,159 | -9.22% | Q1 2026 | Apr 02, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 108,725 | 5,026 | 2.6% | 2.22% | 170 | +20,426 | 23.13% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 107,100 | 4,951 | 0.05% | 0.05% | 171 | +2,077 | 1.98% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 102,143 | 4,722 | 0.01% | 0.01% | 172 | +5,358 | 5.54% | Q1 2026 | Apr 27, 2026 |
| Tacita Capital Inc | History | Reduced | 101,146 | 4,675 | 2.77% | 2.7% | 173 | -1,483 | -1.45% | Q1 2026 | May 07, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 101,040 | 4,671 | 1.29% | 1.26% | 174 | -2,779 | -2.68% | Q1 2026 | May 12, 2026 |
| Baron Financial Group, LLC | History | Reduced | 100,242 | 4,634 | 2.5% | 2.49% | 175 | -1,813 | -1.78% | Q1 2026 | Apr 09, 2026 |
| May Barnhard Investments LLC | History | Added to | 99,080 | 4,580 | 2.22% | 1.85% | 176 | +13,081 | 15.21% | Q1 2026 | May 13, 2026 |
| Evensky & Katz LLC | History | Reduced | 98,661 | 4,561 | 0.26% | 0.27% | 177 | -7,934 | -7.44% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 98,568 | 4,556 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 95,151 | 4,398 | 0.12% | 0.13% | 179 | +8,658 | 10.01% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 87,742 | 4,359 | 0.06% | 0.08% | 180 | -5,188 | -5.58% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 93,351 | 4,316 | 1.48% | 1.45% | 181 | +1,607 | 1.75% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 93,067 | 4,302 | 0.02% | 0.02% | 182 | -5,779 | -5.85% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 92,229 | 4,263 | 0.02% | 0.02% | 183 | -9,092 | -8.97% | Q1 2026 | Apr 30, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 91,455 | 4,225 | 0.51% | 0.49% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 90,785 | 4,196 | 0.63% | 0.61% | 185 | -63 | -0.07% | Q1 2026 | Apr 09, 2026 |
| HOWE & RUSLING INC | History | Added to | 90,577 | 4,187 | 0.27% | 0.24% | 186 | +11,416 | 14.42% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 90,340 | 4,176 | 0.01% | 0.01% | 187 | +2,530 | 2.88% | Q1 2026 | May 14, 2026 |
| Legacy Advisory Services, LLC | History | New | 89,208 | 4,124 | 3.15% | — | 188 | +89,208 | New | Q1 2026 | May 12, 2026 |
| SFM, LLC | History | Added to | 87,709 | 4,054 | 2.45% | 2.26% | 189 | +2,813 | 3.31% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,077 | 4,025 | 0.0% | 0.0% | 190 | +53,014 | 155.64% | Q1 2026 | May 15, 2026 |
| Veridan Wealth LLC | History | Added to | 86,992 | 4,021 | 1.49% | 1.29% | 191 | +2,336 | 2.76% | Q1 2026 | May 15, 2026 |
| Emerald Advisors, LLC | History | Reduced | 86,179 | 3,984 | 0.49% | 0.87% | 192 | -55,163 | -39.03% | Q1 2026 | Apr 23, 2026 |
| Shum Financial Group, Inc. | History | Added to | 86,177 | 3,983 | 2.82% | 2.71% | 193 | +3,473 | 4.2% | Q1 2026 | Apr 22, 2026 |
| Madison Asset Management, LLC | History | Reduced | 83,791 | 3,873 | 0.05% | 0.04% | 194 | -1,277 | -1.5% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 82,840 | 3,829 | 0.08% | 0.07% | 195 | +3,613 | 4.56% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 82,174 | 3,798 | 0.0% | 0.0% | 196 | +813 | 1.0% | Q1 2026 | May 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 81,959 | 3,788 | 0.15% | 0.15% | 197 | -6,151 | -6.98% | Q1 2026 | May 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 80,230 | 3,709 | 0.2% | 0.2% | 198 | -2,234 | -2.71% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,777 | 3,672 | 0.01% | 0.01% | 199 | -5,843 | -6.9% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,812 | 3,654 | 0.0% | 0.0% | 200 | +26,489 | 47.88% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 78,329 | 3,621 | 0.04% | 0.03% | 201 | +23,772 | 43.57% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 78,141 | 3,612 | 0.05% | 0.06% | 202 | -4,621 | -5.58% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 77,910 | 3,601 | 0.1% | 0.06% | 203 | +36,843 | 89.71% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 76,025 | 3,514 | 0.85% | 0.89% | 204 | -4,938 | -6.1% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 76,004 | 3,513 | 0.1% | 0.09% | 205 | +826 | 1.1% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,812 | 3,504 | 0.01% | 0.0% | 206 | +26,036 | 52.31% | Q1 2026 | May 15, 2026 |
| DURANTE & WATERS, LLC | History | No change | 72,675 | 3,359 | 2.43% | 2.3% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 71,372 | 3,299 | 1.76% | 1.75% | 208 | +2,215 | 3.2% | Q1 2026 | May 01, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 70,720 | 3,269 | 1.5% | 1.48% | 209 | -715 | -1.0% | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | Added to | 70,503 | 3,260 | 0.09% | 0.09% | 210 | +2,835 | 4.19% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 69,651 | 3,219 | 0.21% | 0.22% | 211 | -4,985 | -6.68% | Q1 2026 | Apr 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 68,923 | 3,186 | 1.63% | 1.65% | 212 | +568 | 0.83% | Q1 2026 | May 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 67,325 | 3,112 | 0.26% | 0.23% | 213 | +2,943 | 4.57% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 65,707 | 3,076 | 0.01% | 0.01% | 214 | +43,257 | 192.68% | Q1 2026 | May 12, 2026 |
| Clearwave Capital, LLC | History | Added to | 66,438 | 3,071 | 2.1% | 1.72% | 215 | +15,106 | 29.43% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 65,309 | 3,019 | 0.06% | 0.06% | 216 | -1,959 | -2.91% | Q1 2026 | Apr 15, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 63,298 | 2,926 | 0.6% | 0.62% | 217 | -3,268 | -4.91% | Q1 2026 | Apr 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 60,760 | 2,808 | 0.04% | 0.04% | 218 | -3,154 | -4.93% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 60,680 | 2,805 | 0.02% | 0.04% | 219 | -92,491 | -60.38% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 60,757 | 2,761 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Reduced | 59,695 | 2,759 | 2.67% | 2.67% | 221 | -276 | -0.46% | Q1 2026 | Jun 11, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 60,345 | 2,742 | 1.68% | 1.68% | 222 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 58,855 | 2,720 | 1.79% | 1.77% | 223 | +383 | 0.66% | Q1 2026 | Apr 09, 2026 |
| Nova R Wealth, Inc. | History | Added to | 58,639 | 2,710 | 0.86% | 0.82% | 224 | +9,120 | 18.42% | Q1 2026 | Apr 17, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 58,233 | 2,692 | 0.76% | 0.71% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 55,007 | 2,690 | 0.57% | 0.62% | 226 | -4,167 | -7.04% | Q1 2026 | May 01, 2026 |
| My Personal CFO, LLC | History | Reduced | 57,749 | 2,669 | 1.17% | 1.11% | 227 | -723 | -1.24% | Q1 2026 | Apr 21, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 57,210 | 2,644 | 0.19% | 0.38% | 228 | -63,358 | -52.55% | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 56,755 | 2,623 | 0.59% | 0.58% | 229 | +1,530 | 2.77% | Q1 2026 | Apr 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 56,668 | 2,619 | 0.8% | 0.55% | 230 | +677 | 1.21% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 56,316 | 2,603 | 0.04% | 0.18% | 231 | -143,583 | -71.83% | Q1 2026 | May 18, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 56,007 | 2,589 | 0.44% | 0.43% | 232 | -2,406 | -4.12% | Q1 2026 | Apr 29, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 55,864 | 2,582 | 0.85% | 0.63% | 233 | +17,556 | 45.83% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 55,776 | 2,578 | 0.03% | 0.15% | 234 | -183,936 | -76.73% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 53,820 | 2,488 | 1.28% | 1.26% | 235 | +1,253 | 2.38% | Q1 2026 | Apr 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 52,674 | 2,435 | 0.1% | 0.1% | 236 | +2,067 | 4.08% | Q1 2026 | May 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 52,594 | 2,431 | 0.31% | 0.29% | 237 | +431 | 0.83% | Q1 2026 | Apr 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 52,325 | 2,418 | 2.31% | 2.09% | 238 | +5,676 | 12.17% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 48,517 | 2,376 | 0.05% | 0.06% | 239 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 51,331 | 2,373 | 0.01% | 0.0% | 240 | +5,535 | 12.09% | Q1 2026 | May 05, 2026 |
| Well Done, LLC | History | Reduced | 49,363 | 2,282 | 0.34% | 0.34% | 241 | -336 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 48,304 | 2,233 | 0.01% | 0.03% | 242 | -53,329 | -52.47% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 48,079 | 2,222 | 0.04% | 0.04% | 243 | -682 | -1.4% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 47,954 | 2,217 | 0.0% | 0.0% | 244 | +3,046 | 6.78% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 47,278 | 2,185 | 0.2% | 0.2% | 245 | -1,951 | -3.96% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 47,093 | 2,177 | 0.75% | 0.78% | 246 | -517 | -1.09% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 45,791 | 2,116 | 0.01% | 0.01% | 247 | +3,195 | 7.5% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 45,644 | 2,110 | 0.05% | 0.03% | 248 | +17,533 | 62.37% | Q1 2026 | Apr 07, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 42,938 | 2,099 | 0.62% | 0.56% | 249 | +4,489 | 11.68% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 45,260 | 2,092 | 0.02% | 0.02% | 250 | -3,177 | -6.56% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 45,113 | 2,085 | 0.13% | 0.13% | 251 | +95 | 0.21% | Q1 2026 | May 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 44,957 | 2,078 | 0.16% | 0.17% | 252 | -355 | -0.78% | Q1 2026 | May 13, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 44,588 | 2,061 | 0.91% | 0.95% | 253 | -2,496 | -5.3% | Q1 2026 | Apr 29, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 45,972 | 2,060 | 1.81% | 1.79% | 254 | +3,620 | 8.55% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 44,882 | 2,039 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Added to | 43,879 | 2,028 | 0.15% | 0.14% | 256 | +193 | 0.44% | Q1 2026 | May 05, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 43,785 | 2,024 | 1.15% | 1.19% | 257 | +1,944 | 4.65% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 43,550 | 2,013 | 0.33% | 0.32% | 258 | -184 | -0.42% | Q1 2026 | Apr 28, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 43,257 | 1,999 | 0.0% | 0.0% | 259 | +7,663 | 21.53% | Q1 2026 | May 11, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 43,125 | 1,993 | 0.94% | 0.98% | 260 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 42,771 | 1,977 | 0.24% | 0.16% | 261 | +15,535 | 57.04% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | Added to | 42,045 | 1,943 | 1.08% | 0.92% | 262 | +5,860 | 16.19% | Q1 2026 | May 11, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 40,529 | 1,873 | 0.41% | 0.39% | 263 | +1,427 | 3.65% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 40,494 | 1,872 | 0.0% | — | 264 | +40,494 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 40,415 | 1,868 | 0.1% | 0.1% | 265 | -1,912 | -4.52% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 40,000 | 1,849 | 0.92% | 1.05% | 266 | -5,444 | -11.98% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 39,833 | 1,841 | 0.08% | 0.09% | 267 | -3,377 | -7.82% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 39,441 | 1,823 | 0.1% | 0.08% | 268 | +1,314 | 3.45% | Q1 2026 | Apr 28, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 39,193 | 1,812 | 0.15% | 0.15% | 269 | -1,010 | -2.51% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 39,764 | 1,807 | 0.09% | 0.09% | 270 | -160 | -0.4% | Q1 2026 | Apr 08, 2026 |
| CLG LLC | History | Added to | 38,282 | 1,769 | 0.44% | 0.34% | 271 | +8,627 | 29.09% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 37,397 | 1,728 | 0.02% | 0.02% | 272 | -1,741 | -4.45% | Q1 2026 | Apr 28, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 36,570 | 1,690 | 0.23% | 1.93% | 273 | -256,239 | -87.51% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 36,267 | 1,676 | 0.01% | 0.0% | 274 | +31,295 | 629.42% | Q1 2026 | May 15, 2026 |
| SFI Advisors, LLC | History | Reduced | 35,356 | 1,634 | 1.72% | 2.06% | 275 | -35,338 | -49.99% | Q1 2026 | May 05, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 35,090 | 1,622 | 0.17% | 0.17% | 276 | -50 | -0.14% | Q1 2026 | May 06, 2026 |
| TME FINANCIAL, INC. | History | Added to | 35,070 | 1,621 | 1.12% | 1.02% | 277 | +3,180 | 9.97% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 33,866 | 1,565 | 0.31% | 0.31% | 278 | -768 | -2.22% | Q1 2026 | Apr 14, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 33,808 | 1,562 | 1.48% | 1.56% | 279 | -1,969 | -5.5% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 33,769 | 1,561 | 0.0% | 0.0% | 280 | +33,231 | 6176.77% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 32,017 | 1,560 | 1.0% | 1.05% | 281 | -972 | -2.95% | Q1 2026 | May 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 33,672 | 1,556 | 0.41% | 0.44% | 282 | -1,105 | -3.18% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 32,946 | 1,523 | 0.02% | 0.02% | 283 | +6,437 | 24.28% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 32,902 | 1,521 | 0.01% | 0.02% | 284 | -583 | -1.74% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 32,885 | 1,520 | 0.34% | 0.32% | 285 | +966 | 3.03% | Q1 2026 | May 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 32,875 | 1,519 | 0.0% | 0.0% | 286 | -196,792 | -85.69% | Q1 2026 | May 15, 2026 |
| Meridian Financial Partners LLC | History | Added to | 32,407 | 1,515 | 0.58% | 0.53% | 287 | +3,905 | 13.7% | Q1 2026 | Apr 15, 2026 |
| Montis Financial, LLC | History | Reduced | 32,702 | 1,511 | 0.31% | 0.31% | 288 | -1,399 | -4.1% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 32,634 | 1,508 | 0.08% | 0.09% | 289 | -1,261 | -3.72% | Q1 2026 | Apr 28, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 32,618 | 1,507 | 1.49% | 1.26% | 290 | +5,319 | 19.48% | Q1 2026 | Apr 03, 2026 |
| Avestar Capital, LLC | History | Reduced | 32,597 | 1,506 | 0.1% | 0.1% | 291 | -451 | -1.36% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 32,471 | 1,501 | 0.05% | 0.05% | 292 | -823 | -2.47% | Q1 2026 | Apr 07, 2026 |
| Keystone Financial Group | History | No change | 32,419 | 1,498 | 0.1% | 0.11% | 293 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alpine Bank Wealth Management | History | Added to | 31,978 | 1,478 | 0.21% | 0.21% | 294 | +56 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Wealth Group Ltd | History | Added to | 31,560 | 1,459 | 0.33% | 0.32% | 295 | +136 | 0.43% | Q1 2026 | Apr 10, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 31,346 | 1,449 | 0.66% | 0.66% | 296 | -340 | -1.07% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 31,087 | 1,437 | 0.11% | 0.12% | 297 | -686 | -2.16% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,576 | 1,435 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Squared Financial LLC | History | Added to | 30,911 | 1,429 | 1.09% | 1.05% | 299 | +1,289 | 4.35% | Q1 2026 | May 01, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 30,754 | 1,421 | 0.95% | 1.06% | 301 | -2,478 | -7.46% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,750 | 1,421 | 0.13% | 0.13% | 300 | +569 | 1.89% | Q1 2026 | May 06, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 30,108 | 1,391 | 1.46% | 1.39% | 302 | +44 | 0.15% | Q1 2026 | May 12, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 29,813 | 1,378 | 0.04% | 17.03% | 303 | -12,720,632 | -99.77% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Reduced | 29,737 | 1,374 | 0.28% | 0.29% | 304 | -17 | -0.06% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 29,610 | 1,369 | 0.16% | 0.01% | 305 | +27,010 | 1038.85% | Q1 2026 | Apr 16, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 29,144 | 1,347 | 0.01% | 0.02% | 306 | -29,317 | -50.15% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 29,123 | 1,346 | 0.06% | 0.06% | 307 | -781 | -2.61% | Q1 2026 | Apr 21, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 28,930 | 1,337 | 0.56% | 0.52% | 308 | +4,908 | 20.43% | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 28,076 | 1,297 | 0.47% | 0.55% | 309 | -7,782 | -21.7% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 27,969 | 1,293 | 0.05% | 0.05% | 310 | -651 | -2.27% | Q1 2026 | Apr 27, 2026 |
| Crane Advisory, LLC | History | Added to | 25,472 | 1,248 | 0.19% | 0.18% | 311 | +132 | 0.52% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Partners, LLC | History | New | 26,761 | 1,237 | 1.11% | — | 312 | +26,761 | New | Q1 2026 | Apr 27, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 26,073 | 1,215 | 0.15% | 0.15% | 313 | +387 | 1.51% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | Reduced | 26,245 | 1,213 | 0.01% | 0.01% | 314 | -2,854 | -9.81% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 26,139 | 1,208 | 0.05% | — | 316 | +26,139 | New | Q1 2026 | Apr 28, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 26,168 | 1,208 | 0.09% | 0.08% | 315 | -489 | -1.83% | Q1 2026 | May 20, 2026 |
| BankPlus Trust Department | History | Added to | 25,985 | 1,201 | 0.32% | 0.28% | 317 | +2,118 | 8.87% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 25,817 | 1,193 | 0.0% | 0.0% | 318 | -23 | -0.09% | Q1 2026 | May 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 24,029 | 1,110 | 0.75% | 1.11% | 319 | -11,816 | -32.96% | Q1 2026 | Apr 30, 2026 |
| Choate Investment Advisors | History | No change | 23,777 | 1,099 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McHugh Group, LLC | History | Added to | 23,700 | 1,095 | 0.65% | 0.42% | 321 | +7,500 | 46.3% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | Reduced | 23,345 | 1,079 | 0.1% | 0.11% | 322 | -2,915 | -11.1% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,232 | 1,073 | 0.05% | 0.05% | 323 | +552 | 2.43% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 22,747 | 1,051 | 0.07% | 0.09% | 325 | -4,892 | -17.7% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 22,737 | 1,051 | 0.22% | 0.22% | 324 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WNY Asset Management, LLC | History | New | 22,113 | 1,022 | 0.11% | — | 326 | +22,113 | New | Q1 2026 | May 22, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 21,881 | 1,011 | 0.04% | 0.04% | 327 | -3,345 | -13.26% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,829 | 1,009 | 0.02% | 0.02% | 329 | -2,084 | -8.71% | Q1 2026 | Apr 13, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 21,835 | 1,009 | 0.05% | 0.06% | 328 | -462 | -2.07% | Q1 2026 | May 06, 2026 |
| L & S Advisors Inc | History | Reduced | 21,672 | 1,001 | 0.13% | 0.09% | 330 | -301 | -1.37% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 21,594 | 998 | 0.04% | 0.03% | 331 | +3,742 | 20.96% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 21,494 | 993 | 0.02% | 0.02% | 332 | -664 | -3.0% | Q1 2026 | May 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 21,113 | 976 | 0.86% | 0.78% | 333 | -7,197 | -25.42% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,999 | 970 | 0.0% | 0.0% | 334 | +12,888 | 158.9% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 20,538 | 949 | 0.0% | 0.0% | 335 | +10,698 | 108.72% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 20,462 | 945 | 0.4% | 2.97% | 336 | -101,085 | -83.17% | Q1 2026 | Apr 08, 2026 |
| MBL Wealth, LLC | History | Added to | 20,410 | 943 | 0.07% | 0.07% | 337 | +230 | 1.14% | Q1 2026 | Apr 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 20,373 | 941 | 0.38% | 0.38% | 338 | +48 | 0.24% | Q1 2026 | Apr 20, 2026 |
| Investment Research Partners LLC | History | No change | 20,243 | 935 | 0.38% | 0.39% | 339 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avail Investment Partners, LLC | History | New | 20,145 | 931 | 0.99% | — | 340 | +20,145 | New | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 19,200 | 887 | 0.04% | 0.04% | 341 | -1,458 | -7.06% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 19,139 | 884 | 0.01% | 0.07% | 342 | -125,575 | -86.77% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,104 | 883 | 0.02% | 0.02% | 343 | +250 | 1.33% | Q1 2026 | May 04, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 19,020 | 879 | 0.12% | 0.11% | 344 | +1,227 | 6.9% | Q1 2026 | Apr 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 18,625 | 861 | 0.12% | 0.13% | 345 | -693 | -3.59% | Q1 2026 | May 13, 2026 |
| Go Invest LLC | History | Reduced | 18,372 | 849 | 0.24% | 10.53% | 346 | -686,584 | -97.39% | Q1 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,240 | 843 | 0.04% | 0.04% | 347 | +1,052 | 6.12% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,113 | 837 | 0.01% | 0.01% | 348 | +4,047 | 28.77% | Q1 2026 | Apr 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 17,829 | 824 | 0.12% | 0.1% | 349 | +2,579 | 16.91% | Q1 2026 | Apr 21, 2026 |
| IRON Financial LLC | History | Added to | 17,668 | 816 | 0.36% | 0.36% | 350 | +215 | 1.23% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 17,617 | 814 | 0.02% | 0.0% | 351 | +16,812 | 2088.45% | Q1 2026 | May 13, 2026 |
| TAGStone Capital, Inc. | History | Added to | 17,214 | 795 | 0.28% | 0.26% | 352 | +2,091 | 13.83% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,542 | 786 | 0.05% | 0.08% | 353 | -18,265 | -51.01% | Q1 2026 | Apr 24, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 16,882 | 780 | 0.17% | 0.17% | 354 | -185 | -1.08% | Q1 2026 | Apr 27, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 16,864 | 779 | 0.06% | 0.06% | 355 | -328 | -1.91% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 16,449 | 760 | 0.44% | 0.43% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ARWA LLC | History | New | 15,665 | 757 | 0.38% | — | 357 | +15,665 | New | Q1 2026 | Apr 13, 2026 |
| VICUS CAPITAL | History | Reduced | 16,316 | 754 | 0.06% | 0.06% | 358 | -132 | -0.8% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,792 | 730 | 0.02% | 0.02% | 359 | +111 | 0.71% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 15,496 | 716 | 0.02% | 0.41% | 360 | -174,113 | -91.83% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | No change | 15,430 | 713 | 0.17% | 0.16% | 361 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 15,363 | 710 | 0.25% | 0.26% | 362 | -133 | -0.86% | Q1 2026 | Apr 21, 2026 |
| M Holdings Securities, Inc. | History | New | 14,349 | 704 | 0.05% | — | 364 | +14,349 | New | Q1 2026 | May 12, 2026 |
| American Trust | History | Added to | 15,229 | 704 | 0.06% | 0.05% | 363 | +2,887 | 23.39% | Q1 2026 | May 01, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 15,462 | 703 | 0.19% | 0.19% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,797 | 684 | 0.0% | 0.0% | 366 | -4,589 | -23.67% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Reduced | 14,643 | 676 | 0.18% | 2.27% | 367 | -170,778 | -92.1% | Q1 2026 | May 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 14,549 | 672 | 0.11% | 0.12% | 368 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 14,426 | 666 | 0.14% | 0.14% | 369 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,096 | 651 | 0.03% | 0.03% | 370 | +7,408 | 110.77% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 13,859 | 640 | 0.05% | 0.36% | 371 | -80,598 | -85.33% | Q1 2026 | May 05, 2026 |
| Fortis Capital Management LLC | History | No change | 13,752 | 635 | 0.06% | 0.08% | 372 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,729 | 634 | 0.0% | 0.0% | 373 | -1,128 | -7.59% | Q1 2026 | Apr 29, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 13,641 | 630 | 0.61% | 0.59% | 375 | +915 | 7.19% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,649 | 630 | 0.0% | 0.0% | 374 | -143 | -1.04% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 13,381 | 618 | 0.01% | 0.01% | 376 | -205 | -1.51% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 13,186 | 609 | 0.0% | 0.0% | 377 | -1,092 | -7.65% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 13,138 | 607 | 0.02% | — | 378 | +13,138 | New | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 13,080 | 604 | 0.07% | 0.03% | 379 | +8,180 | 166.94% | Q1 2026 | May 14, 2026 |
| Aerodigm Wealth, LLC | History | No change | 13,072 | 604 | 0.23% | 0.23% | 380 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | New | 12,870 | 594 | 0.01% | — | 381 | +12,870 | New | Q1 2026 | May 12, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 12,644 | 584 | 0.09% | 0.09% | 382 | -979 | -7.19% | Q1 2026 | May 05, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 12,581 | 581 | 0.3% | 0.25% | 383 | +1,854 | 17.28% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,098 | 559 | 0.01% | 0.01% | 384 | +387 | 3.3% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,033 | 556 | 0.01% | 0.0% | 386 | +6,509 | 117.83% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | No change | 12,031 | 556 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | No change | 11,996 | 554 | 0.22% | 0.22% | 387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| National Philanthropic Trust | History | No change | 12,000 | 554 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,915 | 550 | 0.0% | 0.0% | 389 | +4,099 | 52.44% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 11,808 | 545 | 0.0% | — | 391 | +11,808 | New | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 11,800 | 545 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 11,607 | 536 | 0.06% | 0.05% | 392 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,533 | 533 | 0.0% | 0.0% | 393 | -177 | -1.51% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,370 | 526 | 0.0% | 0.01% | 394 | -1,869 | -14.12% | Q1 2026 | Apr 07, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 11,276 | 521 | 0.13% | 0.12% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Belleair Asset Management, LLC | History | No change | 11,152 | 515 | 0.47% | 0.48% | 396 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,318 | 512 | 0.04% | 0.05% | 398 | -4,019 | -28.03% | Q1 2026 | Apr 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 11,089 | 512 | 0.02% | 0.02% | 397 | +490 | 4.62% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 10,350 | 504 | 0.06% | — | 399 | +10,350 | New | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | New | 10,862 | 502 | 0.07% | — | 400 | +10,862 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,686 | 494 | 0.0% | 0.0% | 401 | +5,843 | 120.65% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | No change | 10,592 | 489 | 0.17% | 0.17% | 402 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ipsen Advisor Group LLC | History | No change | 10,369 | 479 | 0.34% | 0.33% | 403 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Spire Wealth Management | History | Reduced | 10,155 | 469 | 0.02% | 0.02% | 404 | -332 | -3.17% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,114 | 467 | 0.0% | 0.0% | 405 | -2,954 | -22.6% | Q1 2026 | May 14, 2026 |
| Ruggiero Investments, Inc. | History | No change | 10,086 | 466 | 0.45% | 0.41% | 406 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 10,050 | 465 | 0.15% | 0.16% | 407 | -748 | -6.93% | Q1 2026 | May 14, 2026 |
| True Vision MN LLC | History | No change | 10,020 | 463 | 0.24% | 0.23% | 408 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 9,964 | 460 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,774 | 451 | 0.01% | 0.01% | 410 | -17 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Added to | 9,695 | 448 | 0.01% | 0.01% | 411 | +120 | 1.25% | Q1 2026 | May 01, 2026 |
| Boreal Capital Management LLC | History | No change | 9,504 | 439 | 0.36% | 0.33% | 412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 9,470 | 437 | 0.03% | 0.04% | 413 | -636 | -6.29% | Q1 2026 | Apr 16, 2026 |
| Capasso Planning Partners LLC | History | Added to | 9,452 | 436 | 0.24% | 0.23% | 414 | +195 | 2.11% | Q1 2026 | May 27, 2026 |
| Redwood Financial Network Corp | History | Reduced | 9,422 | 435 | 0.29% | 0.43% | 415 | -5,386 | -36.37% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,411 | 435 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wells Financial Advisors INC | History | Reduced | 9,326 | 431 | 1.96% | 0.93% | 417 | -1,475 | -13.66% | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | Reduced | 9,307 | 430 | 0.12% | 0.13% | 418 | -204 | -2.14% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,251 | 427 | 0.0% | 0.0% | 419 | +7,462 | 417.1% | Q1 2026 | May 13, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 9,172 | 424 | 0.32% | 0.35% | 420 | +61 | 0.67% | Q1 2026 | May 08, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 9,077 | 419 | 0.27% | 0.27% | 421 | +152 | 1.7% | Q1 2026 | Apr 21, 2026 |
| Prism Planning Partners LLC | History | No change | 9,006 | 416 | 0.49% | 0.46% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 11,038 | 414 | 0.04% | — | 423 | +11,038 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,872 | 410 | 0.01% | 0.01% | 424 | +1,134 | 14.65% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Added to | 8,834 | 408 | 0.33% | 0.33% | 425 | +31 | 0.35% | Q1 2026 | Apr 09, 2026 |
| CVA Family Office, LLC | History | Added to | 8,790 | 406 | 0.04% | 0.04% | 426 | +1,078 | 13.98% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Added to | 8,764 | 405 | 0.01% | 0.01% | 427 | +631 | 7.76% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,660 | 400 | 0.0% | 0.0% | 428 | -19 | -0.22% | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 8,612 | 398 | 0.24% | 0.25% | 429 | -188 | -2.14% | Q1 2026 | Apr 21, 2026 |
| Platform Technology Partners | History | No change | 8,592 | 397 | 0.08% | 0.08% | 430 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 8,536 | 394 | 0.04% | 0.04% | 431 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,507 | 393 | 0.01% | 0.01% | 432 | +62 | 0.73% | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | New | 8,500 | 392 | 0.08% | — | 433 | +8,500 | New | Q1 2026 | Apr 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 8,472 | 391 | 0.04% | 0.04% | 434 | +150 | 1.8% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,298 | 384 | 0.01% | 0.01% | 435 | -141 | -1.67% | Q1 2026 | Apr 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 8,289 | 383 | 0.01% | — | 437 | +8,289 | New | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,856 | 383 | 0.03% | 0.04% | 436 | -1,886 | -19.36% | Q1 2026 | May 01, 2026 |
| Certified Advisory Corp | History | Reduced | 8,284 | 382 | 0.03% | 0.04% | 438 | -520 | -5.91% | Q1 2026 | Apr 17, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 7,998 | 369 | 0.05% | 0.06% | 439 | -2,600 | -24.53% | Q1 2026 | Apr 23, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 7,724 | 357 | 0.23% | 0.25% | 440 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 7,518 | 347 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 7,459 | 344 | 0.01% | 0.01% | 442 | -203 | -2.65% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,428 | 343 | 0.0% | 0.01% | 443 | -21,308 | -74.15% | Q1 2026 | May 13, 2026 |
| Brown Financial Advisory | History | Reduced | 7,401 | 342 | 0.17% | 0.19% | 444 | -778 | -9.51% | Q1 2026 | Apr 24, 2026 |
| Abel Hall, LLC | History | No change | 7,379 | 341 | 0.07% | 0.08% | 445 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 7,333 | 339 | 0.24% | 0.23% | 446 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | No change | 7,267 | 335 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hoese & Co LLP | History | Reduced | 7,230 | 334 | 0.25% | 0.27% | 448 | -1,100 | -13.21% | Q1 2026 | Apr 22, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 7,220 | 333 | 0.31% | 0.36% | 449 | -1,210 | -14.35% | Q1 2026 | May 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,165 | 331 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Partners in Financial Planning | History | New | 7,096 | 328 | 0.05% | — | 451 | +7,096 | New | Q1 2026 | May 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 6,689 | 327 | 0.31% | 0.32% | 452 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hickory Point Bank & Trust | History | No change | 7,072 | 326 | 0.22% | 0.23% | 453 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,924 | 320 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,884 | 318 | 0.01% | 0.01% | 455 | +35 | 0.51% | Q1 2026 | Apr 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,854 | 316 | 0.0% | 0.0% | 457 | -1,546 | -18.4% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 6,854 | 316 | 0.0% | 0.0% | 456 | -469 | -6.4% | Q1 2026 | May 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,831 | 315 | 0.08% | 0.09% | 458 | +70 | 1.04% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 6,721 | 310 | 0.01% | — | 459 | +6,721 | New | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,696 | 309 | 0.04% | — | 460 | +6,696 | New | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 6,656 | 307 | 0.01% | — | 461 | +6,656 | New | Q1 2026 | Apr 09, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 6,617 | 305 | 0.03% | 0.05% | 463 | -3,324 | -33.44% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 6,612 | 305 | 0.0% | 0.0% | 462 | +1,653 | 33.33% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 6,586 | 304 | 0.01% | — | 465 | +6,586 | New | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | No change | 6,587 | 304 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,541 | 302 | 0.06% | 0.05% | 466 | +1,181 | 22.03% | Q1 2026 | May 14, 2026 |
| Steelhead Wealth Management LLC | History | New | 6,471 | 299 | 0.15% | — | 467 | +6,471 | New | Q1 2026 | Jun 15, 2026 |
| Haverford Financial Services, Inc. | History | No change | 6,415 | 296 | 0.09% | 0.08% | 468 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 6,370 | 294 | 0.08% | 0.08% | 469 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HBE Wealth Management, LLC | History | New | 6,332 | 292 | 0.25% | — | 471 | +6,332 | New | Q1 2026 | Apr 28, 2026 |
| Ethic Inc. | History | No change | 6,336 | 292 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 6,307 | 291 | 0.08% | — | 472 | +6,307 | New | Q1 2026 | Apr 30, 2026 |
| Cooper Financial Group | History | Reduced | 6,293 | 290 | 0.03% | 0.04% | 473 | -1,390 | -18.09% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | No change | 6,271 | 289 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Astra Wealth Partners LLC | History | No change | 6,200 | 286 | 0.17% | 0.17% | 475 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 6,173 | 285 | 0.16% | 0.56% | 476 | -13,437 | -68.52% | Q1 2026 | Apr 16, 2026 |
| Wolff Financial Management LLC | History | Reduced | 6,136 | 283 | 0.06% | 0.09% | 477 | -3,153 | -33.94% | Q1 2026 | Apr 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,078 | 280 | 0.05% | 0.05% | 478 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 5,892 | 272 | 0.07% | 0.08% | 479 | -87 | -1.46% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 5,479 | 270 | 0.03% | 0.04% | 480 | -2,548 | -31.74% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Reduced | 5,777 | 267 | 0.05% | 0.05% | 482 | -51 | -0.88% | Q1 2026 | Apr 24, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 5,777 | 267 | 0.06% | 0.06% | 481 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,757 | 266 | 0.05% | 0.05% | 483 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 5,709 | 263 | 0.06% | 0.08% | 484 | -803 | -12.33% | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 5,630 | 260 | 0.0% | 0.0% | 485 | -710 | -11.2% | Q1 2026 | May 26, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 5,588 | 258 | 0.08% | 0.07% | 486 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 5,579 | 257 | 0.05% | 0.05% | 487 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,552 | 256 | 0.0% | 0.0% | 488 | -567 | -9.27% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 5,490 | 253 | 0.02% | 0.08% | 489 | -8,632 | -61.12% | Q1 2026 | Apr 06, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 5,447 | 251 | 0.1% | 0.1% | 490 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,421 | 250 | 0.08% | 0.08% | 491 | +124 | 2.34% | Q1 2026 | Apr 24, 2026 |
| SYM FINANCIAL Corp | History | No change | 5,402 | 249 | 0.02% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | No change | 5,318 | 245 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 5,286 | 244 | 0.01% | 0.01% | 494 | -1,200 | -18.5% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,249 | 242 | 0.02% | 0.02% | 495 | -229 | -4.18% | Q1 2026 | Apr 22, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 5,253 | 242 | 0.08% | 0.08% | 496 | -78 | -1.46% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,203 | 240 | 0.01% | 0.01% | 497 | -63 | -1.2% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | No change | 5,174 | 239 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alta Wealth Advisors LLC | History | No change | 5,182 | 239 | 0.08% | 0.08% | 499 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | No change | 5,167 | 238 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | Jun 18, 2026 |
| ASSETMARK, INC | History | Reduced | 5,106 | 236 | 0.0% | 0.0% | 501 | -5,628 | -52.43% | Q1 2026 | May 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,089 | 235 | 0.0% | 0.0% | 502 | -444 | -8.02% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,074 | 234 | 0.0% | — | 503 | +5,074 | New | Q1 2026 | May 15, 2026 |
| Cyr Financial Inc. | History | Reduced | 5,021 | 232 | 0.14% | 0.15% | 504 | -347 | -6.46% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | Reduced | 4,958 | 229 | 0.01% | 0.01% | 505 | -175 | -3.41% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,975 | 229 | 0.05% | 0.05% | 506 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,933 | 228 | 0.01% | 0.01% | 507 | -57 | -1.14% | Q1 2026 | Apr 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 4,895 | 226 | 0.05% | — | 509 | +4,895 | New | Q1 2026 | Apr 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 4,896 | 226 | 0.02% | 0.03% | 508 | -3,401 | -40.99% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 4,863 | 224 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,837 | 223 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,796 | 221 | 0.0% | 0.0% | 512 | -103 | -2.1% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,770 | 220 | 0.05% | 0.05% | 513 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 4,757 | 219 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 4,689 | 216 | 0.14% | 0.14% | 515 | +31 | 0.67% | Q1 2026 | May 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 4,658 | 215 | 0.11% | 0.11% | 516 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,636 | 214 | 0.01% | 0.01% | 517 | -229 | -4.71% | Q1 2026 | Apr 29, 2026 |
| Seek First Inc. | History | Reduced | 4,601 | 212 | 0.15% | 0.16% | 519 | -477 | -9.39% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,586 | 212 | 0.0% | 0.0% | 518 | -171 | -3.59% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 4,548 | 210 | 0.0% | 0.0% | 521 | -631 | -12.18% | Q1 2026 | Apr 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 4,560 | 210 | 0.1% | 0.1% | 520 | -2 | -0.04% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 4,493 | 207 | 0.0% | 0.0% | 522 | -99 | -2.16% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | No change | 4,437 | 205 | 0.04% | 0.04% | 523 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,503 | 201 | 0.23% | 0.49% | 524 | -6,411 | -58.74% | Q1 2026 | May 15, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 4,327 | 200 | 0.13% | 0.2% | 525 | -2,152 | -33.22% | Q1 2026 | Apr 29, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 4,299 | 198 | 0.01% | 0.02% | 526 | -4,386 | -50.5% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,185 | 193 | 0.03% | 0.03% | 527 | +72 | 1.75% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 3,571 | 165 | 0.0% | 0.0% | 528 | +321 | 9.88% | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | No change | 3,484 | 161 | 0.07% | 0.07% | 529 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,252 | 150 | 0.0% | 0.0% | 530 | +1,265 | 63.66% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Added to | 3,171 | 146 | 0.01% | 0.01% | 531 | +711 | 28.9% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,057 | 141 | 0.0% | — | 532 | +3,057 | New | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,006 | 138 | 0.0% | 0.0% | 533 | -6,500 | -68.38% | Q1 2026 | May 14, 2026 |
| Glassman Wealth Services | History | New | 2,907 | 134 | 0.02% | — | 534 | +2,907 | New | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,888 | 133 | 0.02% | 0.02% | 535 | +19 | 0.66% | Q1 2026 | Apr 24, 2026 |
| Horizons Wealth Management | History | Reduced | 2,767 | 127 | 0.08% | 0.09% | 536 | -184 | -6.24% | Q1 2026 | Apr 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,534 | 117 | 0.01% | 0.01% | 537 | -74 | -2.84% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 2,264 | 104 | 0.07% | 0.12% | 538 | -1,572 | -40.98% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,174 | 100 | 0.01% | 0.01% | 539 | -325 | -13.01% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 2,149 | 99 | 0.05% | — | 540 | +2,149 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,070 | 95 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,992 | 92 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | No change | 1,995 | 92 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,950 | 90 | 0.01% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | No change | 1,911 | 88 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,746 | 80 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,557 | 71 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | New | 1,485 | 68 | 0.0% | — | 548 | +1,485 | New | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,450 | 67 | 0.0% | 0.0% | 549 | -306 | -17.43% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | No change | 1,450 | 67 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clearstead Trust, LLC | History | No change | 1,410 | 65 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arkos Global Advisors | History | New | 1,385 | 64 | 0.01% | — | 552 | +1,385 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,287 | 62 | 0.01% | 0.01% | 555 | -118 | -8.4% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,360 | 62 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,343 | 62 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | New | 1,268 | 58 | 0.0% | — | 556 | +1,268 | New | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 1,226 | 56 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,173 | 54 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,132 | 53 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 1,146 | 52 | 0.0% | — | 561 | +1,146 | New | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 1,143 | 52 | 0.03% | 0.01% | 560 | +947 | 483.16% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,095 | 49 | 0.0% | 0.0% | 562 | +15 | 1.39% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,039 | 48 | 0.0% | 0.0% | 563 | -7 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Reduced | 986 | 45 | 0.0% | 0.0% | 564 | -257 | -20.68% | Q1 2026 | Apr 28, 2026 |
| Navigoe, LLC | History | No change | 880 | 40 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 794 | 36 | 0.0% | — | 566 | +794 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 760 | 35 | 0.0% | 0.0% | 568 | +691 | 1001.45% | Q1 2026 | May 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 769 | 35 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 750 | 34 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cetera Trust Company, N.A | History | No change | 686 | 31 | 0.02% | 0.02% | 570 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 669 | 30 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 648 | 30 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 609 | 28 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 553 | 25 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 537 | 24 | 0.0% | 0.02% | 576 | -37,541 | -98.59% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 520 | 24 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 515 | 23 | 0.0% | — | 577 | +515 | New | Q1 2026 | Apr 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 500 | 23 | 0.0% | — | 578 | +500 | New | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 488 | 22 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 479 | 22 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 413 | 19 | 0.01% | 0.02% | 581 | -563 | -57.68% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 413 | 19 | 0.01% | — | 582 | +413 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 399 | 18 | 0.0% | 0.0% | 583 | -274 | -40.71% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 398 | 18 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 346 | 15 | 0.0% | 0.0% | 586 | +49 | 16.5% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 331 | 15 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | No change | 328 | 15 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 293 | 13 | 0.0% | 0.0% | 588 | +107 | 57.53% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 292 | 13 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Team Financial Group, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CGC Financial Services, LLC | History | No change | 289 | 13 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 260 | 12 | 0.0% | — | 592 | +260 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 241 | 11 | 0.0% | 0.0% | 594 | -588 | -70.93% | Q1 2026 | Apr 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 240 | 11 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Osbon Capital Management LLC | History | No change | 236 | 10 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 223 | 10 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Burk Holdings LLC | History | New | 201 | 9 | 0.0% | — | 599 | +201 | New | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | No change | 212 | 9 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | New | 192 | 8 | 0.0% | — | 600 | +192 | New | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 168 | 7 | 0.0% | 0.08% | 602 | -3,267 | -95.11% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 170 | 7 | 0.0% | — | 603 | +170 | New | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 150 | 6 | 0.0% | — | 604 | +150 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 125 | 5 | 0.0% | 0.01% | 605 | -2,109 | -94.4% | Q1 2026 | Apr 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 118 | 5 | 0.0% | — | 610 | +118 | New | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 114 | 5 | 0.0% | — | 609 | +114 | New | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 127 | 5 | 0.0% | 0.0% | 606 | +63 | 98.44% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 122 | 5 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 96 | 4 | 0.0% | — | 611 | +96 | New | Q1 2026 | Apr 29, 2026 |
| Synergy Investment Management, LLC | History | New | 91 | 4 | 0.0% | — | 613 | +91 | New | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 90 | 4 | 0.0% | — | 612 | +90 | New | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 74 | 3 | 0.0% | 0.0% | 614 | -37 | -33.33% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 73 | 3 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| United Financial Planning Group LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | New | 54 | 2 | 0.0% | — | 620 | +54 | New | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clayton Financial Group LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 50 | 2 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | New | 38 | 1 | 0.0% | — | 626 | +38 | New | Q1 2026 | Jun 09, 2026 |
| Rossby Financial, LCC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 625 | -6 | -13.64% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 1 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NFSG Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Evolution Advisers, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -1,633,151 | -100.0% | Q1 2026 | May 14, 2026 |
| REGIMEN WEALTH, LLC | History | Closed out | 0 | 0 | — | 3.3% | — | -248,387 | -100.0% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -129,505 | -100.0% | Q1 2026 | May 05, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -85,430 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -79,866 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.84% | — | -69,269 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -66,803 | -100.0% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -59,527 | -100.0% | Q1 2026 | May 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 1.49% | — | -57,673 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -43,254 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -36,791 | -100.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10 | 0 | — | 0.19% | — | -30,515 | -99.97% | Q1 2026 | May 15, 2026 |
| Veltria Advisors Corp. | History | Closed out | 0 | 0 | — | 5.36% | — | -26,165 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -22,149 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,356 | -100.0% | Q1 2026 | May 15, 2026 |
| Corps Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -11,187 | -100.0% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,908 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,733 | -100.0% | Q1 2026 | May 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,336 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,307 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,520 | -100.0% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,096 | -100.0% | Q1 2026 | May 13, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,090 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,047 | -100.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,290 | -100.0% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,119 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,028 | -100.0% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,865 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -4,536 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,364 | -100.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -526 | -100.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -226 | -100.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 21, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -178 | -100.0% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Citizens National Bank Trust Department | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 04, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |