iSHARES TRUST - ITA
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 | 3,001,157 | 656,503 | 0.04% | 0.04% | 1 | +7,660 | 0.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,997,974 | 655,806 | 0.05% | 0.05% | 2 | +104,802 | 3.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 2,321,685 | 507,868 | 0.13% | 0.18% | 3 | -830,712 | -26.35% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,729,564 | 378,342 | 0.06% | 0.02% | 4 | +1,085,446 | 168.52% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,364,622 | 298,510 | 0.06% | 0.05% | 5 | +94,036 | 7.4% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 943,175 | 204,808 | 0.05% | 0.04% | 6 | +170,797 | 22.11% | Q1 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 773,234 | 169,144 | 0.05% | 0.05% | 7 | +47,918 | 6.61% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 718,807 | 157,238 | 0.0% | 0.0% | 8 | +257,411 | 55.79% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 697,903 | 152,666 | 0.04% | 0.3% | 9 | -4,018,072 | -85.2% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 588,542 | 128,743 | 0.02% | 0.0% | 10 | +457,863 | 350.37% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 559,124 | 122,308 | 0.02% | 0.02% | 11 | +59,323 | 11.87% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 578,027 | 121,842 | 0.01% | 0.01% | 12 | -105,188 | -15.4% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 531,976 | 116,369 | 0.07% | 0.06% | 13 | +100,628 | 23.33% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 499,791 | 109,379 | 0.16% | 0.13% | 14 | +78,533 | 18.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 381,674 | 83,491 | 0.09% | 0.15% | 15 | -251,945 | -39.76% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 334,192 | 73,104 | 0.2% | 0.38% | 16 | -390,843 | -53.91% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 333,668 | 72,989 | 0.1% | 0.12% | 17 | -92,365 | -21.68% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 313,175 | 68,507 | 0.6% | 0.47% | 18 | +90,896 | 40.89% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 289,843 | 63,403 | 0.01% | 0.01% | 19 | +115,976 | 66.7% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 270,376 | 59,144 | 0.01% | 0.01% | 20 | -96,335 | -26.27% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 229,990 | 50,310 | 0.09% | 0.07% | 21 | +40,506 | 21.38% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 223,478 | 48,885 | 0.02% | 0.02% | 22 | +49,133 | 28.18% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 215,949 | 47,245 | 0.04% | 0.06% | 23 | -107,801 | -33.3% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 215,251 | 46,502 | 0.02% | 0.02% | 24 | +84,476 | 64.6% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 210,498 | 46,046 | 0.06% | 0.05% | 25 | +19,198 | 10.04% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 188,154 | 41,159 | 0.1% | 0.14% | 26 | -95,333 | -33.63% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 186,144 | 40,718 | 0.05% | 0.07% | 27 | -46,719 | -20.06% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 177,817 | 38,898 | 0.04% | 0.04% | 28 | +3,117 | 1.78% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 173,088 | 37,863 | 0.0% | 0.01% | 29 | -24,106 | -12.22% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,916 | 36,732 | 0.09% | 0.1% | 30 | -220 | -0.13% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,739 | 36,226 | 0.23% | 0.14% | 31 | +70,913 | 73.24% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 148,508 | 32,486 | 0.01% | 0.01% | 32 | +11,075 | 8.06% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 146,539 | 32,055 | 0.58% | 0.4% | 33 | +44,652 | 43.83% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 146,053 | 31,949 | 0.04% | 0.01% | 34 | +117,053 | 403.63% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 145,342 | 31,793 | 0.04% | 0.0% | 35 | +135,857 | 1432.34% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 140,861 | 30,023 | 0.54% | 0.13% | 36 | +129,468 | 1136.38% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 136,311 | 29,818 | 0.43% | 0.4% | 37 | +23,018 | 20.32% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 134,383 | 29,396 | 0.7% | 0.69% | 38 | -8,989 | -6.27% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 128,568 | 28,124 | 4.96% | 4.08% | 39 | +23,723 | 22.63% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 127,774 | 27,940 | 0.02% | — | 40 | +127,774 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 107,384 | 23,490 | 0.49% | 0.55% | 41 | -6,245 | -5.5% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 105,077 | 22,985 | 0.04% | 0.03% | 42 | +5,119 | 5.12% | Q1 2026 | May 14, 2026 |
| Janney Capital Management LLC | History | No change | 104,562 | 22,449 | 1.41% | 1.41% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 94,123 | 20,982 | 0.06% | 0.11% | 44 | +11,360 | 13.73% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 93,217 | 20,391 | 0.23% | 0.18% | 45 | +18,920 | 25.47% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 89,697 | 19,620 | 0.02% | 0.02% | 46 | +3,928 | 4.58% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 85,744 | 18,756 | 4.85% | 5.3% | 47 | -10,544 | -10.95% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 85,107 | 18,617 | 0.15% | 0.9% | 48 | -407,107 | -82.71% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 82,808 | 18,375 | 0.04% | 0.05% | 49 | -69,388 | -45.59% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 79,322 | 17,347 | 0.03% | 0.03% | 50 | -10,902 | -12.08% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,937 | 16,829 | 0.06% | 0.06% | 51 | +6,893 | 9.84% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 75,819 | 16,585 | 0.08% | 0.11% | 52 | -14,846 | -16.37% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | New | 75,209 | 16,451 | 0.0% | — | 53 | +75,209 | New | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 74,340 | 16,261 | 6.49% | 6.49% | 54 | -904 | -1.2% | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 70,900 | 15,509 | 0.54% | — | 55 | +70,900 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 69,131 | 15,126 | 0.24% | 0.24% | 56 | +2,003 | 2.98% | Q1 2026 | Apr 14, 2026 |
| PRUDENTIAL PLC | History | Added to | 68,083 | 14,893 | 0.09% | 0.06% | 57 | +30,283 | 80.11% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 67,640 | 14,796 | 0.02% | 0.02% | 58 | +10 | 0.01% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 66,679 | 14,586 | 0.2% | 0.23% | 59 | -1,423 | -2.09% | Q1 2026 | May 01, 2026 |
| 360 Financial, Inc. | History | New | 65,869 | 14,408 | 4.34% | — | 60 | +65,869 | New | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 61,102 | 14,161 | 0.8% | 0.73% | 61 | +3,612 | 6.28% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 59,432 | 13,000 | 0.17% | 0.29% | 62 | -34,807 | -36.93% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 59,388 | 12,991 | 0.01% | 0.03% | 63 | -203,318 | -77.39% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | New | 59,202 | 12,950 | 1.23% | — | 64 | +59,202 | New | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | History | Added to | 59,015 | 12,909 | 0.21% | 0.17% | 65 | +19,351 | 48.79% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 57,572 | 12,593 | 0.06% | 0.06% | 66 | -31 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,112 | 12,274 | 0.0% | 0.01% | 67 | -124,290 | -68.9% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,944 | 12,237 | 0.27% | 0.26% | 68 | +1,078 | 1.96% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 52,153 | 11,779 | 3.27% | 3.36% | 69 | +155 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 53,094 | 11,316 | 1.73% | 0.65% | 70 | -31,350 | -37.13% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Added to | 51,095 | 11,177 | 0.18% | 0.11% | 71 | +19,515 | 61.8% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 49,138 | 10,748 | 1.93% | 0.94% | 72 | +20,964 | 74.41% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,041 | 10,509 | 0.11% | 0.11% | 73 | +3,235 | 7.22% | Q1 2026 | Apr 20, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 47,386 | 10,365 | 3.6% | 0.86% | 74 | +36,386 | 330.78% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 45,967 | 10,055 | 0.04% | 0.12% | 75 | -105,143 | -69.58% | Q1 2026 | Jun 02, 2026 |
| Atria Investments, Inc | History | Reduced | 45,381 | 9,927 | 0.11% | 0.23% | 76 | -47,375 | -51.07% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Added to | 44,711 | 9,777 | 0.21% | 0.12% | 77 | +15,690 | 54.06% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 43,211 | 9,452 | 0.01% | 0.01% | 78 | +5,609 | 14.92% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 43,164 | 9,442 | 0.07% | 0.09% | 79 | -8,490 | -16.44% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 42,932 | 9,391 | 0.04% | 0.03% | 80 | +5,810 | 15.65% | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Added to | 40,468 | 8,852 | 1.3% | 1.25% | 81 | +1,456 | 3.73% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 39,227 | 8,580 | 0.1% | 0.11% | 82 | +2,266 | 6.13% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Added to | 38,927 | 8,515 | 1.31% | 1.19% | 83 | +5,554 | 16.64% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 37,986 | 8,309 | 0.02% | 0.26% | 84 | -415,867 | -91.63% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 38,014 | 8,268 | 1.76% | 0.48% | 85 | +29,003 | 321.86% | Q1 2026 | May 01, 2026 |
| MRA Advisory Group | History | Reduced | 37,593 | 8,223 | 3.35% | 3.39% | 86 | -40 | -0.11% | Q1 2026 | Apr 22, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 37,212 | 8,140 | 1.76% | — | 87 | +37,212 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 36,900 | 8,071 | 0.01% | — | 88 | +36,900 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,680 | 8,021 | 0.12% | 0.11% | 89 | +12,337 | 50.68% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 36,541 | 7,993 | 0.83% | — | 90 | +36,541 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 35,069 | 7,664 | 0.03% | 0.03% | 91 | +4,242 | 13.76% | Q1 2026 | May 13, 2026 |
| CADINHA & CO LLC | History | New | 34,388 | 7,522 | 1.4% | — | 92 | +34,388 | New | Q1 2026 | May 11, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 34,018 | 7,441 | 3.64% | 3.55% | 93 | -1,493 | -4.2% | Q1 2026 | Apr 08, 2026 |
| WNY Asset Management, LLC | History | New | 33,983 | 7,433 | 0.77% | — | 94 | +33,983 | New | Q1 2026 | May 22, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 33,876 | 7,400 | 2.98% | — | 95 | +33,876 | New | Q1 2026 | Apr 07, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 33,061 | 7,232 | 3.92% | 4.02% | 96 | -105 | -0.32% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 32,863 | 7,189 | 0.2% | 0.2% | 97 | -487 | -1.46% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,826 | 7,063 | 0.01% | 0.01% | 98 | +965 | 3.03% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,180 | 6,820 | 0.04% | 0.07% | 99 | -31,732 | -50.44% | Q1 2026 | May 05, 2026 |
| Bluesphere Advisors LLC | History | Added to | 31,180 | 6,820 | 2.42% | 2.51% | 100 | +4,739 | 17.92% | Q1 2026 | Apr 22, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 28,622 | 6,738 | 3.82% | 3.74% | 101 | +319 | 1.13% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | Added to | 30,587 | 6,690 | 0.01% | 0.0% | 102 | +26,987 | 749.64% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 30,481 | 6,667 | 0.43% | 0.34% | 103 | +6,594 | 27.6% | Q1 2026 | Apr 15, 2026 |
| Yarbrough Capital, LLC | History | No change | 30,393 | 6,648 | 0.23% | 0.2% | 104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 5th Street Advisors, LLC | History | Added to | 29,320 | 6,413 | 2.76% | 2.91% | 105 | +272 | 0.94% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,960 | 6,334 | 0.02% | 0.01% | 106 | +3,511 | 13.8% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | Added to | 28,878 | 6,317 | 2.72% | 2.02% | 107 | +7,554 | 35.42% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 28,809 | 6,301 | 1.64% | 1.54% | 108 | +2,559 | 9.75% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 28,442 | 6,221 | 0.24% | 0.25% | 109 | -3,472 | -10.88% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 28,883 | 6,200 | 0.11% | 0.11% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PW Nova Financial Services LLC | History | Added to | 28,226 | 6,174 | 1.55% | 2.02% | 111 | +4,254 | 17.75% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 27,812 | 6,083 | 0.05% | 0.09% | 112 | -8,633 | -23.69% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 27,465 | 6,008 | 0.13% | 0.03% | 113 | +21,055 | 328.47% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,429 | 6,000 | 0.03% | 0.01% | 114 | +20,105 | 274.51% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 27,407 | 5,995 | 0.01% | 0.01% | 115 | -274 | -0.99% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 27,358 | 5,984 | 2.28% | 2.84% | 116 | +136 | 0.5% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 27,351 | 5,983 | 1.82% | 1.97% | 117 | +525 | 1.96% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 26,860 | 5,875 | 0.22% | 0.3% | 118 | -3,075 | -10.27% | Q1 2026 | Jun 18, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 26,685 | 5,837 | 0.09% | 0.11% | 119 | -3,375 | -11.23% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 26,628 | 5,824 | 0.0% | 0.0% | 120 | +3,377 | 14.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 26,553 | 5,808 | 0.01% | 0.01% | 121 | +2,951 | 12.5% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 25,867 | 5,658 | 0.32% | 0.32% | 122 | -400 | -1.52% | Q1 2026 | May 07, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 25,618 | 5,603 | 0.09% | — | 123 | +25,618 | New | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,082 | 5,486 | 0.15% | 0.13% | 124 | +2,344 | 10.31% | Q1 2026 | May 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 25,016 | 5,472 | 0.74% | 0.73% | 125 | -113 | -0.45% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Added to | 24,872 | 5,440 | 0.07% | 0.07% | 126 | +1,550 | 6.65% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 24,715 | 5,406 | 3.81% | 3.58% | 127 | +1,326 | 5.67% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 24,312 | 5,318 | 0.16% | 0.01% | 128 | +22,715 | 1422.35% | Q1 2026 | Apr 06, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 24,091 | 5,269 | 3.96% | 4.12% | 129 | -1,945 | -7.47% | Q1 2026 | Apr 23, 2026 |
| High Falls Advisors, Inc | History | No change | 24,514 | 5,262 | 1.07% | 1.07% | 130 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 23,535 | 5,146 | 0.04% | 0.03% | 131 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,475 | 5,135 | 0.03% | 0.32% | 132 | -395,688 | -94.4% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,392 | 5,117 | 0.01% | 0.01% | 133 | +7,509 | 47.28% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 23,366 | 5,111 | 0.71% | 0.65% | 134 | +2,638 | 12.73% | Q1 2026 | Apr 22, 2026 |
| Steele Capital Management, Inc. | History | Added to | 23,017 | 5,034 | 0.21% | 0.19% | 135 | +2,040 | 9.72% | Q1 2026 | Apr 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 22,889 | 5,007 | 1.02% | 0.75% | 136 | +8,433 | 58.34% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 22,808 | 4,989 | 0.09% | — | 137 | +22,808 | New | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 22,319 | 4,882 | 3.0% | 2.86% | 138 | +325 | 1.48% | Q1 2026 | Apr 16, 2026 |
| VICUS CAPITAL | History | Reduced | 22,041 | 4,821 | 0.35% | 0.37% | 139 | -910 | -3.96% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Added to | 21,831 | 4,775 | 0.57% | 0.57% | 140 | +507 | 2.38% | Q1 2026 | Apr 10, 2026 |
| Monument Capital Management | History | New | 21,667 | 4,739 | 1.19% | — | 142 | +21,667 | New | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 21,667 | 4,739 | 0.08% | 0.08% | 141 | -2,371 | -9.86% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 21,615 | 4,728 | 0.43% | 0.41% | 143 | +1,723 | 8.66% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,430 | 4,687 | 0.05% | 0.06% | 144 | -640 | -2.9% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,253 | 4,649 | 0.01% | 0.01% | 145 | -1,808 | -7.84% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 21,261 | 4,622 | 0.0% | — | 146 | +21,261 | New | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 20,810 | 4,552 | 0.05% | 0.03% | 147 | +15,612 | 300.35% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 20,766 | 4,542 | 0.01% | 0.0% | 148 | +6,700 | 47.63% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,424 | 4,467 | 0.03% | 0.02% | 149 | +3,013 | 17.31% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 20,283 | 4,436 | 0.27% | 0.25% | 150 | +646 | 3.29% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,095 | 4,395 | 0.08% | — | 151 | +20,095 | New | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,115 | 4,388 | 0.0% | 0.0% | 152 | +1,711 | 9.3% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 20,030 | 4,381 | 0.92% | — | 153 | +20,030 | New | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 20,729 | 4,359 | 0.32% | 0.31% | 154 | -562 | -2.64% | Q1 2026 | Jul 29, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 19,746 | 4,319 | 1.35% | 1.23% | 155 | +1,178 | 6.34% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 19,623 | 4,292 | 0.12% | 0.12% | 156 | +1,360 | 7.45% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,324 | 4,227 | 0.05% | 0.05% | 157 | +591 | 3.15% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,104 | 4,217 | 0.22% | 0.09% | 158 | +10,457 | 120.93% | Q1 2026 | May 12, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 19,054 | 4,168 | 0.23% | 0.23% | 159 | -993 | -4.95% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 18,832 | 4,119 | 0.03% | 0.03% | 160 | +2,254 | 13.6% | Q1 2026 | May 12, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 18,738 | 4,098 | 0.42% | 0.38% | 161 | +990 | 5.58% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,698 | 4,090 | 0.23% | 0.23% | 162 | +9,832 | 110.9% | Q1 2026 | Apr 22, 2026 |
| HERBST GROUP, LLC | History | Reduced | 18,558 | 4,059 | 2.51% | 2.34% | 163 | -3 | -0.02% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,490 | 4,044 | 0.03% | 0.03% | 164 | +762 | 4.3% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 18,090 | 3,957 | 0.28% | 0.27% | 165 | +122 | 0.68% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 866 | 3,957 | 0.06% | 0.07% | 166 | +25 | 2.97% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,590 | 3,918 | 0.14% | 0.01% | 167 | +16,780 | 927.07% | Q1 2026 | May 15, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 17,861 | 3,907 | 1.23% | 1.18% | 168 | -96 | -0.53% | Q1 2026 | Apr 21, 2026 |
| Tudor Financial Inc. | History | Reduced | 17,649 | 3,860 | 1.97% | 1.97% | 169 | -251 | -1.4% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 17,607 | 3,851 | 1.08% | 1.2% | 170 | -5,350 | -23.3% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | Reduced | 17,410 | 3,808 | 0.05% | 0.48% | 171 | -202,473 | -92.08% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,084 | 3,737 | 0.17% | 0.23% | 172 | -5,516 | -24.41% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | New | 17,035 | 3,721 | 0.28% | — | 173 | +17,035 | New | Q1 2026 | May 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 17,004 | 3,719 | 0.02% | 0.02% | 174 | +1,899 | 12.57% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 16,889 | 3,694 | 0.77% | 0.7% | 175 | +2,044 | 13.77% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 16,889 | 3,694 | 3.15% | 3.07% | 176 | +2,044 | 13.77% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,750 | 3,445 | 0.18% | 0.16% | 177 | +1,293 | 8.94% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 15,748 | 3,444 | 0.05% | 0.11% | 178 | -16,564 | -51.26% | Q1 2026 | May 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 15,552 | 3,402 | 0.67% | 0.69% | 179 | +287 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 15,534 | 3,398 | 0.16% | 0.2% | 181 | -5,360 | -25.65% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,537 | 3,398 | 0.08% | 0.09% | 180 | -518 | -3.23% | Q1 2026 | Apr 29, 2026 |
| Capital Wealth Alliance, LLC | History | New | 15,195 | 3,323 | 1.5% | — | 182 | +15,195 | New | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 15,129 | 3,309 | 0.04% | 0.04% | 183 | -50 | -0.33% | Q1 2026 | May 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 15,680 | 3,305 | 0.14% | 0.09% | 184 | +8,250 | 111.04% | Q1 2026 | Apr 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 14,914 | 3,262 | 0.14% | 0.14% | 185 | +368 | 2.53% | Q1 2026 | Apr 21, 2026 |
| SHARPEPOINT LLC | History | Reduced | 14,896 | 3,258 | 1.94% | 1.96% | 186 | -315 | -2.07% | Q1 2026 | May 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 14,880 | 3,255 | 0.42% | 0.43% | 187 | +74 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,843 | 3,246 | 0.25% | 0.15% | 188 | +6,267 | 73.08% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 14,559 | 3,184 | 0.1% | 0.12% | 189 | -1,433 | -8.96% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 14,408 | 3,151 | 0.28% | 0.27% | 190 | +392 | 2.8% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 14,107 | 3,086 | 0.47% | 0.44% | 191 | +313 | 2.27% | Q1 2026 | Apr 27, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 14,000 | 3,062 | 0.7% | — | 192 | +14,000 | New | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,946 | 3,050 | 0.44% | 0.43% | 193 | +290 | 2.12% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 13,886 | 3,022 | 0.01% | 0.03% | 194 | -10,026 | -41.93% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | New | 13,736 | 3,004 | 0.58% | — | 195 | +13,736 | New | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,504 | 2,953 | 0.19% | 0.2% | 196 | -229 | -1.67% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 13,352 | 2,920 | 1.31% | 1.15% | 197 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indie Asset Partners, LLC | History | Added to | 13,221 | 2,892 | 3.3% | 2.95% | 198 | +886 | 7.18% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,189 | 2,885 | 0.2% | 0.16% | 199 | +3,072 | 30.36% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 12,754 | 2,872 | 0.03% | 0.03% | 200 | -40 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Maxele Advisors, LLC | History | No change | 13,245 | 2,843 | 2.31% | 2.31% | 201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 12,975 | 2,838 | 0.04% | 0.49% | 202 | -162,847 | -92.62% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | Reduced | 12,872 | 2,815 | 0.9% | 2.56% | 203 | -1,840 | -12.51% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 12,853 | 2,811 | 0.01% | 0.01% | 204 | -2,157 | -14.37% | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 12,689 | 2,775 | 0.02% | 0.02% | 205 | +20 | 0.16% | Q1 2026 | May 05, 2026 |
| Jupiter Wealth Management LLC | History | No change | 12,249 | 2,764 | 1.09% | 1.27% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,597 | 2,755 | 0.02% | 0.08% | 207 | -37,506 | -74.86% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 12,389 | 2,710 | 0.37% | 0.37% | 208 | +199 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | Added to | 12,287 | 2,687 | 0.18% | 0.16% | 209 | +199 | 1.65% | Q1 2026 | May 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,268 | 2,683 | 0.05% | 0.04% | 211 | +2,708 | 28.33% | Q1 2026 | Jun 02, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,267 | 2,683 | 0.01% | 0.01% | 210 | -7 | -0.06% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 12,200 | 2,668 | 0.01% | 0.01% | 212 | -5,200 | -29.89% | Q1 2026 | May 14, 2026 |
| Fort Baker Capital Management LP | History | New | 12,083 | 2,643 | 0.21% | — | 213 | +12,083 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,031 | 2,631 | 0.05% | 0.06% | 214 | -1,750 | -12.7% | Q1 2026 | May 14, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 11,970 | 2,618 | 0.1% | — | 215 | +11,970 | New | Q1 2026 | May 11, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 11,856 | 2,593 | 0.5% | 0.53% | 216 | -1,034 | -8.02% | Q1 2026 | May 12, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 11,847 | 2,591 | 2.27% | 2.06% | 217 | +388 | 3.39% | Q1 2026 | May 01, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 11,887 | 2,533 | 0.16% | 0.78% | 218 | -42,687 | -78.22% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,584 | 2,533 | 0.0% | — | 219 | +11,584 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 11,535 | 2,523 | 0.09% | 0.08% | 220 | +159 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 11,531 | 2,522 | 0.03% | 0.05% | 221 | -9,509 | -45.19% | Q1 2026 | Apr 16, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 11,398 | 2,493 | 1.63% | 1.63% | 222 | -370 | -3.14% | Q1 2026 | Apr 28, 2026 |
| Wealth Quarterback LLC | History | Added to | 11,393 | 2,492 | 0.98% | 0.33% | 223 | +7,094 | 165.02% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,332 | 2,478 | 0.09% | 0.08% | 224 | +601 | 5.6% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,293 | 2,470 | 0.06% | 0.05% | 225 | +2,962 | 35.55% | Q1 2026 | Apr 07, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,274 | 2,466 | 0.02% | 0.01% | 226 | +2,478 | 28.17% | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 10,482 | 2,452 | 1.58% | 1.62% | 227 | +363 | 3.59% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,195 | 2,448 | 0.01% | 0.01% | 228 | +2,035 | 22.22% | Q1 2026 | May 14, 2026 |
| Resolute Wealth Strategies, LLC | History | New | 11,120 | 2,432 | 1.05% | — | 230 | +11,120 | New | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 11,122 | 2,432 | 0.01% | 0.0% | 229 | +7,758 | 230.62% | Q1 2026 | May 11, 2026 |
| JBR Co Financial Management Inc | History | No change | 11,182 | 2,400 | 1.0% | 1.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 10,959 | 2,397 | 0.62% | 0.57% | 232 | -364 | -3.21% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,771 | 2,356 | 0.0% | — | 233 | +10,771 | New | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,708 | 2,342 | 0.0% | 0.0% | 234 | -674 | -5.92% | Q1 2026 | May 05, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 10,663 | 2,332 | 0.77% | 1.16% | 235 | -4,193 | -28.22% | Q1 2026 | May 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 10,404 | 2,275 | 0.74% | 0.76% | 236 | +288 | 2.85% | Q1 2026 | Apr 20, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 10,383 | 2,271 | 0.76% | 0.74% | 237 | +57 | 0.55% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 10,285 | 2,249 | 0.1% | 0.1% | 238 | +520 | 5.33% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,224 | 2,236 | 0.0% | 0.0% | 239 | -1,162 | -10.21% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,217 | 2,234 | 0.11% | 0.1% | 240 | +1,590 | 18.43% | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 10,198 | 2,231 | 0.69% | 0.64% | 241 | +558 | 5.79% | Q1 2026 | May 01, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 10,135 | 2,216 | 0.25% | 0.24% | 242 | -243 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Breachway Investments LLC | History | Added to | 9,799 | 2,191 | 2.1% | 2.2% | 243 | +96 | 0.99% | Q1 2026 | Apr 13, 2026 |
| Union Square Park Capital Management, LLC | History | New | 10,000 | 2,187 | 1.24% | — | 244 | +10,000 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,961 | 2,179 | 0.02% | 0.03% | 245 | -1,956 | -16.41% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,916 | 2,169 | 0.09% | 0.09% | 246 | +556 | 5.94% | Q1 2026 | May 08, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 9,897 | 2,164 | 0.54% | 0.54% | 247 | -489 | -4.71% | Q1 2026 | Apr 28, 2026 |
| BlueCrest Capital Management Ltd | History | New | 9,867 | 2,158 | 0.13% | — | 248 | +9,867 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 9,750 | 2,132 | 0.21% | 0.21% | 249 | -41 | -0.42% | Q1 2026 | Apr 27, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 9,660 | 2,113 | 0.25% | 0.26% | 250 | -612 | -5.96% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 13,741 | 2,103 | 0.69% | — | 251 | +13,741 | New | Q1 2026 | May 13, 2026 |
| Family Legacy, Inc. | History | Reduced | 9,579 | 2,095 | 0.63% | 0.73% | 252 | -1,761 | -15.53% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,552 | 2,089 | 0.0% | 0.01% | 253 | -43,012 | -81.83% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 9,539 | 2,086 | 0.1% | 0.1% | 254 | +214 | 2.29% | Q1 2026 | May 05, 2026 |
| Base Wealth Management LLC | History | New | 9,504 | 2,079 | 1.16% | — | 255 | +9,504 | New | Q1 2026 | Apr 29, 2026 |
| Ciovacco Capital Management LLC | History | New | 9,500 | 2,078 | 1.21% | — | 256 | +9,500 | New | Q1 2026 | May 11, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 9,675 | 2,077 | 0.61% | 0.61% | 257 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 9,478 | 2,073 | 1.0% | 0.8% | 259 | +2,509 | 36.0% | Q1 2026 | May 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 9,479 | 2,073 | 0.84% | 0.79% | 258 | -245 | -2.52% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 9,420 | 2,060 | 0.74% | 0.69% | 260 | +513 | 5.76% | Q1 2026 | Apr 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 9,405 | 2,057 | 1.35% | 1.45% | 261 | -824 | -8.06% | Q1 2026 | May 07, 2026 |
| Private Wealth Advisors, LLC | History | New | 9,398 | 2,055 | 0.58% | — | 262 | +9,398 | New | Q1 2026 | May 13, 2026 |
| Somerset Group LLC | History | Reduced | 8,800 | 2,041 | 1.52% | 1.5% | 263 | -8 | -0.09% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,272 | 2,028 | 0.0% | 0.0% | 264 | -1,601 | -14.72% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 9,123 | 1,995 | 0.01% | 0.01% | 265 | -103 | -1.12% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,097 | 1,988 | 0.16% | 0.31% | 266 | -5,808 | -38.97% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,011 | 1,971 | 0.07% | 0.07% | 267 | +732 | 8.84% | Q1 2026 | Apr 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 8,835 | 1,969 | 0.71% | 0.77% | 268 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Tepp RIA, LLC | History | Added to | 8,814 | 1,928 | 1.51% | 0.38% | 269 | +7,014 | 389.67% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 8,804 | 1,925 | 0.09% | 0.1% | 270 | -541 | -5.79% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,765 | 1,917 | 0.03% | 0.02% | 271 | +2,974 | 51.36% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,546 | 1,911 | 0.02% | 0.04% | 272 | -10,784 | -55.79% | Q1 2026 | Apr 07, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 8,650 | 1,892 | 0.8% | 0.82% | 273 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,625 | 1,886 | 0.0% | 0.0% | 274 | +538 | 6.65% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 8,591 | 1,879 | 0.01% | 0.01% | 275 | +371 | 4.51% | Q1 2026 | May 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 8,482 | 1,855 | 0.67% | 0.63% | 276 | -111 | -1.29% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | Added to | 8,437 | 1,845 | 0.52% | 0.48% | 278 | +103 | 1.24% | Q1 2026 | May 07, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 8,435 | 1,845 | 0.98% | 1.03% | 277 | -90 | -1.06% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 8,422 | 1,842 | 0.01% | 0.01% | 279 | +519 | 6.57% | Q1 2026 | May 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 8,420 | 1,841 | 0.28% | 0.26% | 280 | +6 | 0.07% | Q1 2026 | May 14, 2026 |
| Wealth Management Partners, LLC | History | Added to | 8,411 | 1,839 | 0.53% | 0.28% | 281 | +3,812 | 82.89% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,513 | 1,827 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | New | 8,300 | 1,816 | 0.87% | — | 283 | +8,300 | New | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8,280 | 1,811 | 0.21% | 0.2% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 8,270 | 1,809 | 0.11% | 0.13% | 286 | -900 | -9.81% | Q1 2026 | Apr 20, 2026 |
| EVOKE WEALTH, LLC | History | No change | 8,270 | 1,809 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,233 | 1,801 | 0.06% | — | 288 | +8,233 | New | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Added to | 8,234 | 1,801 | 0.2% | 0.18% | 287 | +387 | 4.93% | Q1 2026 | Apr 28, 2026 |
| Owen LaRue, LLC | History | Reduced | 8,188 | 1,791 | 0.69% | 0.69% | 289 | -224 | -2.66% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,162 | 1,785 | 0.07% | 0.08% | 290 | -1,728 | -17.47% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,112 | 1,774 | 0.04% | 0.13% | 291 | -17,341 | -68.13% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 8,072 | 1,765 | 0.2% | 0.18% | 292 | -260 | -3.12% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,023 | 1,755 | 0.01% | 0.01% | 293 | +892 | 12.51% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 8,021 | 1,754 | 0.12% | 0.12% | 294 | +684 | 9.32% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,988 | 1,747 | 0.04% | 0.03% | 295 | +1,448 | 22.14% | Q1 2026 | May 15, 2026 |
| Massachusetts Wealth Management | History | Reduced | 7,935 | 1,735 | 0.75% | 0.8% | 296 | -57 | -0.71% | Q1 2026 | Apr 15, 2026 |
| Realta Investment Advisors | History | Added to | 7,911 | 1,730 | 0.6% | 0.37% | 298 | +2,584 | 48.51% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,910 | 1,730 | 0.84% | 0.82% | 297 | +24 | 0.3% | Q1 2026 | May 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 7,892 | 1,726 | 1.39% | 0.83% | 299 | +3,043 | 62.76% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,880 | 1,724 | 0.05% | 0.05% | 300 | -130 | -1.62% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 7,878 | 1,723 | 0.02% | 0.02% | 301 | +1,171 | 17.46% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 7,740 | 1,717 | 0.37% | 0.36% | 302 | +621 | 8.72% | Q1 2026 | Apr 08, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 7,778 | 1,701 | 1.53% | 1.62% | 303 | +121 | 1.58% | Q1 2026 | May 05, 2026 |
| Missouri Trust & Investment Co | History | Added to | 7,755 | 1,696 | 0.5% | 0.05% | 304 | +7,005 | 934.0% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 7,724 | 1,689 | 0.84% | 0.72% | 305 | +1,049 | 15.72% | Q1 2026 | May 15, 2026 |
| Knoll Capital Management, LLC | History | No change | 7,650 | 1,673 | 0.93% | 0.75% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,645 | 1,672 | 0.12% | 0.07% | 307 | +2,901 | 61.15% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Reduced | 7,602 | 1,662 | 0.3% | 0.31% | 308 | -260 | -3.31% | Q1 2026 | May 01, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 7,600 | 1,662 | 1.49% | 1.44% | 309 | +35 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,595 | 1,661 | 0.09% | 0.09% | 310 | +71 | 0.94% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,581 | 1,658 | 0.07% | 0.09% | 311 | -1,363 | -15.24% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,548 | 1,651 | 0.0% | 0.0% | 312 | +713 | 10.43% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,470 | 1,634 | 0.12% | 0.12% | 313 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 7,385 | 1,615 | 0.68% | 0.69% | 314 | -629 | -7.85% | Q1 2026 | Apr 22, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 7,324 | 1,602 | 0.53% | 0.53% | 315 | -336 | -4.39% | Q1 2026 | Apr 22, 2026 |
| Storen Legacy Partners, LLC | History | New | 7,282 | 1,592 | 0.5% | — | 316 | +7,282 | New | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 7,204 | 1,575 | 0.15% | 0.16% | 317 | -497 | -6.45% | Q1 2026 | May 04, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 7,185 | 1,571 | 0.18% | 0.17% | 318 | -102 | -1.4% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,164 | 1,567 | 0.02% | 0.02% | 319 | -60 | -0.83% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,111 | 1,555 | 0.03% | 0.03% | 320 | +212 | 3.07% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 27,174 | 1,554 | 0.1% | 0.1% | 321 | +17,527 | 181.68% | Q1 2026 | Apr 24, 2026 |
| Asset One Wealth Management LLC | History | Added to | 6,963 | 1,553 | 0.17% | 0.21% | 322 | +292 | 4.38% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,094 | 1,551 | 0.01% | 0.01% | 323 | -802 | -10.16% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,084 | 1,549 | 0.04% | 0.03% | 324 | +1,228 | 20.97% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,006 | 1,532 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Able Wealth Management LLC | History | Added to | 6,968 | 1,524 | 0.41% | 0.07% | 327 | +5,865 | 531.73% | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,870 | 1,524 | 0.14% | 0.14% | 326 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,955 | 1,521 | 0.16% | 0.14% | 328 | +956 | 15.94% | Q1 2026 | Apr 15, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,949 | 1,520 | 0.24% | 0.17% | 329 | +1,578 | 29.38% | Q1 2026 | May 05, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 6,939 | 1,517 | 1.11% | 1.08% | 330 | -103 | -1.46% | Q1 2026 | May 05, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 6,854 | 1,499 | 1.11% | 1.05% | 331 | +257 | 3.9% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,830 | 1,493 | 0.01% | 0.01% | 333 | -9,615 | -58.47% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 6,958 | 1,493 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FineMark National Bank & Trust | History | No change | 6,852 | 1,471 | 0.05% | 0.05% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 6,704 | 1,466 | 0.52% | 0.52% | 335 | +51 | 0.77% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 6,687 | 1,462 | 0.03% | 0.06% | 336 | +714 | 11.95% | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,648 | 1,454 | 0.43% | 0.44% | 337 | -29 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 6,542 | 1,431 | 0.45% | 0.46% | 338 | -135 | -2.02% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 6,502 | 1,422 | 0.18% | 0.15% | 339 | +555 | 9.33% | Q1 2026 | May 04, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 6,475 | 1,416 | 1.13% | 1.38% | 340 | -1,878 | -22.48% | Q1 2026 | Jun 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 6,441 | 1,409 | 0.34% | 0.33% | 341 | -32 | -0.49% | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 6,409 | 1,402 | 0.59% | 0.62% | 342 | -185 | -2.81% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 6,388 | 1,397 | 0.02% | 0.02% | 343 | +626 | 10.86% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,383 | 1,396 | 0.0% | 0.0% | 344 | +6,267 | 5402.59% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,374 | 1,394 | 0.01% | 0.0% | 345 | +1,065 | 20.06% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 6,371 | 1,393 | 0.31% | 0.29% | 346 | +148 | 2.38% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Added to | 6,308 | 1,375 | 0.07% | 0.05% | 347 | +871 | 16.02% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,258 | 1,368 | 0.04% | 0.04% | 348 | +484 | 8.38% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,195 | 1,355 | 0.03% | 0.02% | 349 | +1,404 | 29.3% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 6,188 | 1,353 | 0.06% | 0.08% | 350 | -1,044 | -14.44% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 6,166 | 1,348 | 0.13% | 0.12% | 351 | +126 | 2.09% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,160 | 1,347 | 0.15% | 0.11% | 352 | +1,629 | 35.95% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,153 | 1,345 | 0.02% | 0.02% | 353 | +2,117 | 52.45% | Q1 2026 | May 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 6,015 | 1,315 | 0.29% | 0.31% | 354 | -561 | -8.53% | Q1 2026 | May 21, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 5,989 | 1,310 | 0.32% | 0.19% | 355 | +1,700 | 39.64% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,961 | 1,304 | 0.13% | 0.6% | 356 | -22,401 | -78.98% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 5,943 | 1,300 | 0.12% | 0.12% | 357 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 5,793 | 1,267 | 0.01% | 0.05% | 358 | -13,800 | -70.43% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,757 | 1,259 | 0.07% | 0.06% | 359 | +330 | 6.08% | Q1 2026 | Apr 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 5,742 | 1,255 | 0.16% | — | 360 | +5,742 | New | Q1 2026 | May 18, 2026 |
| Calamos Advisors LLC | History | New | 5,695 | 1,245 | 0.0% | — | 361 | +5,695 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 5,695 | 1,245 | 0.04% | — | 362 | +5,695 | New | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 5,681 | 1,242 | 0.09% | 0.06% | 363 | +4,006 | 239.16% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,665 | 1,239 | 0.03% | 0.03% | 364 | -639 | -10.14% | Q1 2026 | Apr 15, 2026 |
| 1607 Capital Partners, LLC | History | New | 5,645 | 1,234 | 0.09% | — | 365 | +5,645 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,622 | 1,229 | 0.0% | 0.0% | 366 | +117 | 2.13% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,569 | 1,218 | 0.09% | — | 367 | +5,569 | New | Q1 2026 | May 15, 2026 |
| Purus Wealth Management, LLC | History | Added to | 5,559 | 1,216 | 0.39% | 0.33% | 368 | +616 | 12.46% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | No change | 5,555 | 1,215 | 0.05% | 0.07% | 369 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avondale Wealth Management | History | Reduced | 5,550 | 1,214 | 0.6% | 0.65% | 370 | -350 | -5.93% | Q1 2026 | Apr 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 5,548 | 1,213 | 0.28% | 0.2% | 371 | +1,895 | 51.88% | Q1 2026 | Apr 13, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 5,501 | 1,203 | 0.66% | 0.67% | 372 | +149 | 2.78% | Q1 2026 | Apr 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,492 | 1,201 | 0.34% | 0.43% | 373 | -2,004 | -26.73% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,473 | 1,197 | 0.04% | 0.04% | 374 | +94 | 1.75% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,437 | 1,189 | 0.03% | 0.03% | 375 | -183 | -3.26% | Q1 2026 | Apr 28, 2026 |
| SFMG, LLC | History | No change | 5,423 | 1,186 | 0.08% | 0.08% | 376 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 5,418 | 1,185 | 0.56% | 0.46% | 377 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WARNER FINANCIAL, INC | History | No change | 5,386 | 1,178 | 0.4% | 0.4% | 378 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ELLERSON GROUP INC /ADV | History | Added to | 5,354 | 1,171 | 0.77% | 0.71% | 379 | +445 | 9.06% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,346 | 1,171 | 0.03% | 0.03% | 380 | -2 | -0.04% | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 5,342 | 1,168 | 0.76% | 0.55% | 381 | +1,594 | 42.53% | Q1 2026 | Apr 14, 2026 |
| BFSG, LLC | History | No change | 5,328 | 1,165 | 0.11% | 0.11% | 382 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,317 | 1,163 | 0.01% | 0.01% | 383 | +492 | 10.2% | Q1 2026 | May 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 5,312 | 1,162 | 0.88% | 0.73% | 384 | +1,236 | 30.32% | Q1 2026 | Apr 27, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 5,316 | 1,162 | 0.89% | 0.86% | 385 | +556 | 11.68% | Q1 2026 | May 08, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 5,282 | 1,155 | 0.12% | 0.08% | 386 | +1,699 | 47.42% | Q1 2026 | May 07, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 5,130 | 1,142 | 0.78% | 2.01% | 387 | -4,447 | -46.43% | Q1 2026 | Apr 08, 2026 |
| Caprock Group, LLC | History | Added to | 5,159 | 1,128 | 0.03% | 0.02% | 388 | +330 | 6.83% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,108 | 1,117 | 0.06% | 0.06% | 389 | +9 | 0.18% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,099 | 1,115 | 0.08% | 0.07% | 390 | +431 | 9.23% | Q1 2026 | May 05, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 5,095 | 1,114 | 0.81% | 1.26% | 391 | -3,006 | -37.11% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,084 | 1,112 | 0.0% | 0.0% | 392 | +2,089 | 69.75% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,037 | 1,101 | 0.1% | 0.24% | 393 | -4,695 | -48.24% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,024 | 1,099 | 0.13% | 0.12% | 394 | +3 | 0.06% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,998 | 1,093 | 0.01% | 0.01% | 395 | +252 | 5.31% | Q1 2026 | Apr 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 5,000 | 1,093 | 0.33% | 0.32% | 396 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 5,007 | 1,092 | 1.01% | — | 397 | +5,007 | New | Q1 2026 | Apr 21, 2026 |
| IBEX WEALTH ADVISORS | History | New | 4,992 | 1,091 | 0.1% | — | 398 | +4,992 | New | Q1 2026 | Apr 30, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 4,936 | 1,079 | 0.08% | 0.08% | 399 | +263 | 5.63% | Q1 2026 | Apr 24, 2026 |
| Bramshill Investments, LLC | History | Added to | 4,890 | 1,069 | 0.09% | 0.03% | 400 | +2,500 | 104.6% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 4,881 | 1,067 | 0.37% | 0.21% | 401 | +2,036 | 71.56% | Q1 2026 | Apr 23, 2026 |
| Prostatis Group LLC | History | New | 4,852 | 1,061 | 0.27% | — | 403 | +4,852 | New | Q1 2026 | May 12, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 4,868 | 1,061 | 0.34% | 0.11% | 402 | +3,404 | 232.51% | Q1 2026 | May 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 4,740 | 1,036 | 0.76% | 0.72% | 404 | +152 | 3.31% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,728 | 1,034 | 0.01% | 0.02% | 405 | -1,956 | -29.26% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,730 | 1,034 | 0.16% | 0.15% | 406 | +402 | 9.29% | Q1 2026 | Apr 09, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 4,706 | 1,029 | 0.98% | 0.95% | 407 | +71 | 1.53% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,504 | 1,015 | 0.03% | 0.2% | 409 | -17,019 | -79.07% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 4,640 | 1,015 | 0.28% | 0.27% | 408 | +41 | 0.89% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,627 | 1,011 | 0.01% | 0.14% | 410 | -100,806 | -95.61% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Reduced | 4,619 | 1,010 | 0.96% | 0.88% | 411 | -5 | -0.11% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,612 | 1,008 | 0.12% | 0.12% | 412 | -15 | -0.32% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,604 | 1,007 | 0.09% | 0.06% | 413 | -514 | -10.04% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,592 | 1,004 | 0.03% | 0.02% | 414 | +2,567 | 126.77% | Q1 2026 | Apr 17, 2026 |
| ATLas Financial Planning LLC | History | Added to | 4,590 | 1,004 | 0.9% | 0.96% | 415 | +40 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 4,558 | 997 | 0.98% | 0.96% | 416 | -6 | -0.13% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Added to | 4,483 | 981 | 0.0% | 0.0% | 417 | +3,172 | 241.95% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 4,465 | 976 | 0.12% | 0.1% | 418 | +657 | 17.25% | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | Added to | 4,464 | 976 | 0.88% | 0.8% | 419 | +315 | 7.59% | Q1 2026 | Apr 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 4,448 | 973 | 0.0% | 0.0% | 420 | +441 | 11.01% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 4,439 | 971 | 0.16% | 0.13% | 421 | +728 | 19.62% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Added to | 4,426 | 968 | 0.2% | 0.2% | 422 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,383 | 958 | 0.2% | 0.2% | 423 | +91 | 2.12% | Q1 2026 | Apr 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 4,371 | 956 | 0.06% | 0.06% | 424 | -55 | -1.24% | Q1 2026 | Apr 14, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,356 | 952 | 0.16% | 0.17% | 425 | -440 | -9.17% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 4,336 | 949 | 0.01% | 0.0% | 426 | +1,311 | 43.34% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 4,417 | 948 | 0.17% | 0.17% | 427 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 4,309 | 942 | 0.78% | 1.84% | 428 | -5,729 | -57.07% | Q1 2026 | Apr 29, 2026 |
| Fusion Capital, LLC | History | Added to | 4,281 | 936 | 0.25% | 0.26% | 429 | +3 | 0.07% | Q1 2026 | May 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 4,242 | 927 | 0.14% | 0.14% | 430 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rathbones Group PLC | History | Added to | 4,236 | 926 | 0.0% | 0.0% | 431 | +405 | 10.57% | Q1 2026 | May 12, 2026 |
| Clearwave Capital, LLC | History | Added to | 4,220 | 923 | 0.63% | 0.67% | 432 | +2 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,210 | 920 | 0.29% | 0.28% | 433 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 4,167 | 911 | 0.1% | 0.1% | 434 | -90 | -2.11% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,147 | 907 | 0.04% | 0.03% | 435 | +160 | 4.01% | Q1 2026 | May 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 4,143 | 906 | 0.51% | — | 436 | +4,143 | New | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,130 | 903 | 0.03% | 0.03% | 437 | -231 | -5.3% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,233 | 892 | 0.0% | 0.0% | 438 | +3,095 | 271.97% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | Added to | 4,070 | 890 | 0.37% | 0.35% | 439 | +5 | 0.12% | Q1 2026 | May 14, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 4,000 | 875 | 0.09% | — | 442 | +4,000 | New | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,000 | 875 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| V2 Financial group LLC | History | No change | 4,000 | 875 | 0.41% | 0.42% | 441 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Added to | 3,954 | 864 | 0.13% | 0.1% | 443 | +754 | 23.56% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,937 | 861 | 0.2% | 0.18% | 444 | +159 | 4.21% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,823 | 854 | 0.06% | 0.07% | 445 | -1,161 | -23.29% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,881 | 849 | 0.03% | 0.03% | 446 | +31 | 0.81% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 3,865 | 845 | 0.57% | 0.48% | 447 | +850 | 28.19% | Q1 2026 | May 04, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,856 | 843 | 0.19% | 0.19% | 448 | -117 | -2.94% | Q1 2026 | Apr 10, 2026 |
| JB Capital LLC | History | Reduced | 3,844 | 840 | 0.03% | 1.4% | 449 | -156,373 | -97.6% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,818 | 835 | 0.01% | 0.01% | 450 | -30 | -0.78% | Q1 2026 | May 11, 2026 |
| Sonoma Private Wealth LLC | History | New | 3,817 | 834 | 1.03% | — | 451 | +3,817 | New | Q1 2026 | May 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 3,808 | 833 | 0.44% | 0.43% | 452 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 3,799 | 830 | 0.11% | 0.11% | 453 | -448 | -10.55% | Q1 2026 | Apr 13, 2026 |
| Marex Group plc | History | New | 3,688 | 806 | 0.01% | — | 454 | +3,688 | New | Q1 2026 | May 13, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | Reduced | 3,683 | 805 | 0.19% | 0.19% | 455 | -250 | -6.36% | Q1 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,680 | 805 | 0.07% | 0.07% | 456 | -224 | -5.74% | Q1 2026 | Apr 30, 2026 |
| CRA Financial Services, LLC | History | Added to | 3,653 | 799 | 0.1% | 0.1% | 457 | +50 | 1.39% | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,636 | 795 | 0.01% | 0.01% | 458 | +77 | 2.16% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,634 | 794 | 0.11% | 0.07% | 459 | +1,599 | 78.57% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 3,598 | 787 | 0.09% | 0.07% | 460 | +675 | 23.09% | Q1 2026 | Apr 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 3,584 | 784 | 0.4% | 0.26% | 461 | +1,062 | 42.11% | Q1 2026 | May 08, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 3,583 | 783 | 0.46% | 0.4% | 462 | -11 | -0.31% | Q1 2026 | May 14, 2026 |
| Ackerman Asset Management, LLC | History | No change | 3,579 | 782 | 0.55% | 0.51% | 463 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KKM Financial LLC | History | No change | 3,614 | 775 | 0.14% | 0.14% | 464 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 3,536 | 773 | 0.13% | 0.13% | 465 | -70 | -1.94% | Q1 2026 | May 12, 2026 |
| Blue Capital, Inc. | History | Added to | 3,520 | 770 | 0.5% | 0.53% | 466 | +59 | 1.7% | Q1 2026 | Apr 24, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 3,503 | 766 | 0.39% | 0.4% | 467 | -3 | -0.09% | Q1 2026 | May 01, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 3,498 | 765 | 0.02% | 0.03% | 468 | -2,334 | -40.02% | Q1 2026 | Apr 28, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,493 | 764 | 0.18% | 0.5% | 469 | -7,217 | -67.39% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,470 | 759 | 0.03% | 0.18% | 470 | -3,950 | -53.23% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,465 | 757 | 0.0% | 0.0% | 471 | +7 | 0.2% | Q1 2026 | May 14, 2026 |
| Unify Financial Advisors | History | Added to | 3,459 | 756 | 0.78% | 0.52% | 472 | +1,131 | 48.58% | Q1 2026 | Apr 23, 2026 |
| NVWM, LLC | History | Reduced | 3,448 | 754 | 0.17% | 0.18% | 473 | -361 | -9.48% | Q1 2026 | Apr 27, 2026 |
| Hudock, Inc. | History | Reduced | 3,446 | 753 | 0.11% | 0.11% | 474 | -167 | -4.62% | Q1 2026 | May 13, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 3,437 | 751 | 0.74% | 0.77% | 475 | +1 | 0.03% | Q1 2026 | May 22, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,407 | 745 | 0.51% | 0.53% | 476 | -40 | -1.16% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,374 | 738 | 0.02% | 0.04% | 477 | -1,535 | -31.27% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | Added to | 3,338 | 730 | 0.08% | 0.08% | 478 | +18 | 0.54% | Q1 2026 | Apr 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,334 | 729 | 0.03% | 0.03% | 479 | +245 | 7.93% | Q1 2026 | May 18, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 3,301 | 722 | 0.03% | 0.03% | 480 | +23 | 0.7% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,259 | 713 | 0.03% | — | 482 | +3,259 | New | Q1 2026 | May 14, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,262 | 713 | 0.36% | 0.19% | 481 | +1,510 | 86.19% | Q1 2026 | Apr 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,239 | 708 | 0.41% | — | 485 | +3,239 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,237 | 708 | 0.01% | 0.01% | 483 | -1,882 | -36.76% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,299 | 708 | 0.2% | 0.2% | 484 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | Added to | 3,233 | 707 | 0.27% | 0.24% | 486 | +251 | 8.42% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 3,231 | 706 | 0.12% | 0.11% | 487 | -16 | -0.49% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,223 | 705 | 0.01% | 0.01% | 488 | +83 | 2.64% | Q1 2026 | Apr 17, 2026 |
| Midwest Trust Co | History | Reduced | 3,213 | 702 | 0.01% | 0.01% | 489 | -36 | -1.11% | Q1 2026 | May 01, 2026 |
| Horizon Investments, LLC | History | Added to | 3,200 | 700 | 0.01% | 0.0% | 490 | +1,628 | 103.56% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,154 | 689 | 0.0% | 0.0% | 491 | +2,756 | 692.46% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 2,951 | 675 | 0.02% | 0.02% | 492 | +897 | 43.67% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,014 | 659 | 0.03% | 0.03% | 493 | -86 | -2.77% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,002 | 656 | 0.04% | 0.05% | 494 | -700 | -18.91% | Q1 2026 | May 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,941 | 655 | 0.0% | 0.0% | 495 | -164 | -5.28% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 2,992 | 654 | 0.0% | 0.0% | 496 | +2,933 | 4971.19% | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 2,981 | 652 | 0.41% | 0.77% | 501 | -2,711 | -47.63% | Q1 2026 | Apr 07, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 2,983 | 652 | 0.42% | 0.69% | 498 | -1,883 | -38.7% | Q1 2026 | May 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,984 | 652 | 0.01% | 0.01% | 497 | -292 | -8.91% | Q1 2026 | May 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,031 | 652 | 0.09% | 0.08% | 499 | +255 | 9.19% | Q1 2026 | Apr 30, 2026 |
| BFI Infinity Ltd. | History | No change | 2,987 | 652 | 0.34% | 0.2% | 500 | 0 | 0.0% | Q1 2026 | Jul 24, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 2,957 | 646 | 0.11% | 0.11% | 502 | +36 | 1.23% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,951 | 645 | 0.18% | 0.0% | 503 | +2,910 | 7097.56% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,951 | 645 | 0.18% | 0.2% | 504 | -62 | -2.06% | Q1 2026 | May 13, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 2,939 | 642 | 0.43% | 0.41% | 506 | +175 | 6.33% | Q1 2026 | Apr 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,937 | 642 | 0.24% | 0.23% | 505 | +128 | 4.56% | Q1 2026 | Apr 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 2,927 | 640 | 0.07% | 0.31% | 507 | -9,699 | -76.82% | Q1 2026 | May 14, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 2,926 | 640 | 0.24% | 0.23% | 508 | +1 | 0.03% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 2,915 | 637 | 0.03% | — | 509 | +2,915 | New | Q1 2026 | Apr 21, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 2,892 | 632 | 0.3% | 0.3% | 510 | -59 | -2.0% | Q1 2026 | May 12, 2026 |
| JM2 Capital Inc. | History | Added to | 2,868 | 627 | 0.52% | 0.46% | 513 | +208 | 7.82% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 2,871 | 627 | 0.32% | 0.29% | 512 | +200 | 7.49% | Q1 2026 | May 07, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 2,867 | 627 | 0.18% | 0.17% | 511 | +19 | 0.67% | Q1 2026 | Apr 08, 2026 |
| JT Stratford LLC | History | Reduced | 2,865 | 626 | 0.08% | 0.11% | 514 | -1,090 | -27.56% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 2,850 | 623 | 0.0% | — | 516 | +2,850 | New | Q1 2026 | May 05, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 2,851 | 623 | 0.14% | 0.14% | 515 | -15 | -0.52% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,847 | 622 | 0.1% | — | 517 | +2,847 | New | Q1 2026 | Apr 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 2,834 | 619 | 0.02% | 0.0% | 518 | +2,472 | 682.87% | Q1 2026 | May 13, 2026 |
| BankChampaign, National Association | History | Added to | 2,828 | 618 | 0.61% | 0.3% | 519 | +2,791 | 7543.24% | Q1 2026 | May 21, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 2,816 | 616 | 0.4% | 0.38% | 521 | +63 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Management, Inc. | History | No change | 2,817 | 616 | 0.1% | 0.1% | 520 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,797 | 611 | 0.05% | 0.03% | 522 | +998 | 55.48% | Q1 2026 | Apr 10, 2026 |
| Caldwell Trust Co | History | No change | 2,777 | 607 | 0.05% | 0.05% | 523 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,710 | 606 | 0.01% | 0.05% | 525 | -10,259 | -79.1% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,772 | 606 | 0.0% | 0.0% | 524 | +1,234 | 80.23% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,725 | 596 | 0.01% | 0.02% | 526 | -1,256 | -31.55% | Q1 2026 | Apr 10, 2026 |
| Fox Hill Wealth Management | History | Added to | 2,714 | 593 | 0.29% | 0.17% | 528 | +1,028 | 60.97% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,713 | 593 | 0.06% | 0.06% | 527 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,687 | 587 | 0.0% | 0.0% | 529 | +944 | 54.16% | Q1 2026 | May 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 2,674 | 584 | 0.18% | — | 530 | +2,674 | New | Q1 2026 | May 13, 2026 |
| Global View Capital Management LLC | History | Added to | 2,669 | 583 | 0.15% | 0.07% | 531 | +1,031 | 62.94% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,654 | 580 | 0.04% | 0.09% | 532 | -2,668 | -50.13% | Q1 2026 | Apr 08, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 2,651 | 579 | 0.01% | 0.01% | 534 | -5 | -0.19% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 2,649 | 579 | 0.06% | 0.06% | 533 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 2,647 | 578 | 0.07% | 0.07% | 535 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YANKCOM Partnership | History | No change | 2,600 | 568 | 0.23% | 0.24% | 536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,592 | 567 | 0.02% | 0.02% | 537 | -313 | -10.77% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 2,575 | 563 | 0.09% | 0.08% | 538 | +90 | 3.62% | Q1 2026 | May 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,569 | 562 | 0.1% | 0.1% | 539 | -49 | -1.87% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,537 | 554 | 0.0% | 0.0% | 540 | +754 | 42.29% | Q1 2026 | Apr 27, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 2,536 | 554 | 0.15% | 0.14% | 541 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,526 | 552 | 0.16% | 0.59% | 543 | -7,061 | -73.65% | Q1 2026 | May 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 2,527 | 552 | 0.34% | 0.39% | 542 | -415 | -14.11% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | Added to | 2,495 | 545 | 0.07% | 0.06% | 544 | +55 | 2.25% | Q1 2026 | Apr 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,460 | 538 | 0.01% | 0.01% | 545 | +13 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 2,450 | 535 | 0.24% | 0.24% | 546 | +101 | 4.3% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,445 | 534 | 0.06% | 0.36% | 547 | -12,761 | -83.92% | Q1 2026 | May 01, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 2,432 | 532 | 0.06% | 0.08% | 548 | -1,590 | -39.53% | Q1 2026 | May 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 2,429 | 531 | 0.16% | 0.17% | 549 | -47 | -1.9% | Q1 2026 | Apr 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,422 | 529 | 0.05% | 0.06% | 550 | -321 | -11.7% | Q1 2026 | Apr 10, 2026 |
| Vantus Wealth LLC | History | No change | 2,456 | 527 | 0.39% | 0.39% | 551 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Reduced | 2,406 | 526 | 0.04% | 0.04% | 552 | -66 | -2.67% | Q1 2026 | Apr 13, 2026 |
| Brooklyn Investment Group | History | New | 2,373 | 519 | 0.02% | — | 553 | +2,373 | New | Q1 2026 | Apr 29, 2026 |
| Jump Financial, LLC | History | Reduced | 2,372 | 518 | 0.01% | 0.01% | 554 | -2,026 | -46.07% | Q1 2026 | May 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 2,350 | 514 | 0.11% | 0.1% | 555 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 2,341 | 512 | 0.46% | — | 556 | +2,341 | New | Q1 2026 | Apr 21, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,337 | 511 | 0.52% | 0.42% | 557 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,333 | 510 | 0.03% | 0.03% | 558 | +17 | 0.73% | Q1 2026 | Apr 30, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 2,330 | 509 | 0.22% | 0.21% | 559 | +69 | 3.05% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | New | 2,313 | 506 | 0.12% | — | 561 | +2,313 | New | Q1 2026 | Apr 17, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 2,316 | 506 | 0.15% | 0.21% | 560 | +241 | 11.61% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 2,308 | 504 | 0.33% | 0.2% | 563 | +860 | 59.39% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,306 | 504 | 0.0% | 0.0% | 562 | +639 | 38.33% | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | Added to | 2,302 | 503 | 0.21% | 0.2% | 564 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Warner Group LLC | History | Added to | 2,292 | 501 | 0.33% | 0.3% | 565 | +41 | 1.82% | Q1 2026 | Apr 29, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 2,283 | 499 | 0.04% | 0.04% | 566 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 2,272 | 497 | 0.24% | 0.21% | 567 | -122 | -5.1% | Q1 2026 | Jun 01, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,265 | 495 | 0.03% | 0.03% | 568 | +195 | 9.42% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,262 | 494 | 0.09% | 0.07% | 570 | +633 | 38.86% | Q1 2026 | May 11, 2026 |
| Narwhal Capital Management | History | No change | 2,260 | 494 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,231 | 488 | 0.03% | 0.03% | 571 | -177 | -7.35% | Q1 2026 | Apr 17, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 2,220 | 485 | 0.5% | 0.52% | 572 | -88 | -3.81% | Q1 2026 | Apr 23, 2026 |
| Centerpoint Advisory Group | History | Added to | 2,210 | 483 | 0.36% | 0.35% | 573 | +117 | 5.59% | Q1 2026 | Apr 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,206 | 482 | 0.02% | 0.02% | 574 | -50 | -2.22% | Q1 2026 | Apr 14, 2026 |
| Financial Management, Inc. | History | Added to | 2,186 | 478 | 0.45% | 0.44% | 575 | +19 | 0.88% | Q1 2026 | Jul 02, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 2,162 | 472 | 0.05% | 0.02% | 577 | +1,285 | 146.52% | Q1 2026 | Apr 20, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 2,159 | 472 | 0.18% | 0.17% | 576 | +33 | 1.55% | Q1 2026 | May 18, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 2,183 | 471 | 0.21% | 0.78% | 578 | -6,349 | -74.41% | Q1 2026 | May 04, 2026 |
| Briaud Financial Planning Inc | History | Added to | 2,149 | 470 | 0.12% | 0.11% | 579 | +94 | 4.57% | Q1 2026 | Apr 10, 2026 |
| Traction Financial Partners, LLC | History | No change | 2,150 | 470 | 0.29% | 0.27% | 580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | New | 2,138 | 467 | 0.28% | — | 581 | +2,138 | New | Q1 2026 | May 05, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 2,124 | 464 | 0.02% | 0.15% | 582 | -9,819 | -82.22% | Q1 2026 | Apr 16, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 2,081 | 455 | 0.12% | 0.09% | 584 | +358 | 20.78% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,081 | 455 | 0.03% | 0.03% | 583 | -33 | -1.56% | Q1 2026 | May 12, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 2,080 | 455 | 0.27% | 0.25% | 585 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,078 | 454 | 0.02% | 0.04% | 586 | -3,487 | -62.66% | Q1 2026 | Apr 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,933 | 452 | 0.03% | 0.03% | 587 | +134 | 7.45% | Q1 2026 | Apr 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 2,057 | 450 | 0.08% | 0.15% | 588 | -1,543 | -42.86% | Q1 2026 | Apr 15, 2026 |
| 10Elms LLP | History | Added to | 2,049 | 448 | 0.28% | 0.3% | 589 | +549 | 36.6% | Q1 2026 | May 15, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 2,026 | 443 | 0.05% | 0.05% | 590 | -122 | -5.68% | Q1 2026 | Apr 30, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 2,015 | 440 | 0.25% | 0.26% | 591 | -119 | -5.58% | Q1 2026 | May 01, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 2,000 | 437 | 0.01% | 0.01% | 593 | -1,200 | -37.5% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Added to | 2,000 | 437 | 0.12% | 0.09% | 595 | +500 | 33.33% | Q1 2026 | Apr 16, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 2,002 | 437 | 0.15% | 0.17% | 594 | +21 | 1.06% | Q1 2026 | Apr 21, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,000 | 437 | 0.23% | 0.23% | 592 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Third View Private Wealth, LLC | History | No change | 2,000 | 437 | 0.06% | 0.06% | 596 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,993 | 435 | 0.06% | 0.05% | 597 | +305 | 18.07% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Added to | 1,984 | 434 | 0.01% | 0.01% | 598 | +124 | 6.67% | Q1 2026 | May 13, 2026 |
| LPWM LLC | History | No change | 1,966 | 430 | 0.11% | 0.11% | 599 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,958 | 428 | 0.01% | 0.01% | 600 | +63 | 3.32% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,950 | 426 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,945 | 425 | 0.01% | 0.03% | 603 | -5,609 | -74.25% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,945 | 425 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,936 | 423 | 0.11% | 0.23% | 604 | -1,915 | -49.73% | Q1 2026 | May 06, 2026 |
| Juno Financial Group LLC | History | Reduced | 1,916 | 419 | 0.16% | 0.18% | 605 | -126 | -6.17% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,912 | 418 | 0.0% | 0.04% | 607 | -14,715 | -88.5% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,915 | 418 | 0.03% | 0.03% | 606 | +198 | 11.53% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 1,914 | 418 | 0.22% | 0.21% | 608 | +105 | 5.8% | Q1 2026 | Apr 24, 2026 |
| HCR Wealth Advisors | History | Reduced | 1,904 | 416 | 0.04% | 0.04% | 609 | -68 | -3.45% | Q1 2026 | Apr 21, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 1,901 | 415 | 0.23% | 0.24% | 610 | -140 | -6.86% | Q1 2026 | Apr 28, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 1,920 | 414 | 0.29% | 0.29% | 612 | -122 | -5.97% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,894 | 414 | 0.03% | 0.03% | 611 | +6 | 0.32% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 1,982 | 411 | 0.03% | 0.02% | 613 | +570 | 40.37% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,881 | 411 | 0.06% | 0.06% | 614 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 1,883 | 411 | 0.26% | 0.27% | 615 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,875 | 410 | 0.02% | 0.01% | 616 | +685 | 57.56% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 1,872 | 409 | 0.06% | 0.29% | 617 | -7,911 | -80.86% | Q1 2026 | Apr 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,676 | 407 | 0.13% | 0.24% | 618 | -3,367 | -55.72% | Q1 2026 | Apr 23, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 1,859 | 406 | 0.1% | 0.07% | 619 | +670 | 56.35% | Q1 2026 | Apr 28, 2026 |
| RMR Capital Management, LLC | History | No change | 1,860 | 406 | 0.29% | 0.29% | 620 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 1,850 | 404 | 0.02% | 0.02% | 621 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Providence First Trust Co | History | No change | 1,850 | 404 | 0.14% | 0.14% | 622 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Added to | 1,846 | 403 | 0.01% | 0.01% | 623 | +169 | 10.08% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,832 | 400 | 0.16% | 0.27% | 624 | -1,218 | -39.93% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,825 | 399 | 0.1% | 0.23% | 625 | -2,101 | -53.52% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 1,804 | 394 | 0.25% | 0.25% | 626 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 1,780 | 389 | 0.14% | 0.13% | 627 | +39 | 2.24% | Q1 2026 | May 15, 2026 |
| Anson Capital, Inc. | History | Reduced | 1,774 | 388 | 0.27% | 0.28% | 628 | -30 | -1.66% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 1,763 | 385 | 0.03% | 0.03% | 629 | -2 | -0.11% | Q1 2026 | Apr 21, 2026 |
| Alteri Wealth LLC | History | Added to | 1,753 | 383 | 0.12% | 0.11% | 630 | +243 | 16.09% | Q1 2026 | May 06, 2026 |
| ELCO Management Co., LLC | History | Added to | 1,750 | 382 | 0.18% | 0.2% | 631 | +250 | 16.67% | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 1,705 | 372 | 0.14% | — | 633 | +1,705 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 1,705 | 372 | 0.14% | 0.14% | 632 | -10 | -0.58% | Q1 2026 | Apr 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,698 | 371 | 0.03% | 0.02% | 634 | +138 | 8.85% | Q1 2026 | May 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 1,699 | 371 | 0.19% | 0.18% | 635 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 1,694 | 370 | 0.01% | 0.02% | 636 | -767 | -31.17% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,689 | 369 | 0.07% | 0.09% | 637 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Index Technologies Group LLC | History | Added to | 1,685 | 368 | 0.4% | 0.37% | 638 | +32 | 1.94% | Q1 2026 | Apr 29, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 1,674 | 366 | 0.04% | 0.05% | 639 | +8 | 0.48% | Q1 2026 | May 06, 2026 |
| Verity Asset Management, Inc. | History | Added to | 1,653 | 361 | 0.15% | 0.15% | 640 | +4 | 0.24% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Reduced | 1,650 | 360 | 0.01% | 0.28% | 641 | -36,111 | -95.63% | Q1 2026 | May 14, 2026 |
| ProCore Advisors, LLC | History | Added to | 1,646 | 360 | 0.55% | 0.24% | 643 | +541 | 48.96% | Q1 2026 | Apr 23, 2026 |
| Journey Advisory Group, LLC | History | No change | 1,650 | 360 | 0.03% | 0.03% | 642 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAXON INTERESTS, INC. | History | No change | 1,634 | 357 | 0.12% | 0.12% | 644 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 1,624 | 355 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 1,608 | 351 | 0.23% | 0.22% | 646 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Weaver Consulting Group | History | Added to | 1,597 | 349 | 0.08% | 0.07% | 647 | +265 | 19.89% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,579 | 345 | 0.02% | 0.01% | 649 | +145 | 10.11% | Q1 2026 | Jun 08, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,580 | 345 | 0.16% | 0.12% | 648 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 1,577 | 344 | 0.11% | — | 650 | +1,577 | New | Q1 2026 | Apr 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 1,565 | 342 | 0.29% | — | 652 | +1,565 | New | Q1 2026 | Apr 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,565 | 342 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,554 | 339 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Callan Family Office, LLC | History | No change | 1,533 | 335 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlatl Advisers LLC | History | Reduced | 1,531 | 334 | 0.25% | 0.24% | 655 | -1,444 | -48.54% | Q1 2026 | May 07, 2026 |
| ROCKLAND TRUST CO | History | No change | 1,518 | 332 | 0.01% | 0.01% | 656 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 1,516 | 331 | 0.05% | 0.04% | 657 | +82 | 5.72% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Added to | 1,515 | 331 | 0.2% | 0.19% | 658 | +1 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,516 | 331 | 0.11% | 0.12% | 659 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Management Nebraska | History | New | 1,509 | 330 | 0.03% | — | 660 | +1,509 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 1,500 | 328 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gruss & Co., LLC | History | No change | 1,500 | 328 | 0.77% | 0.71% | 662 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Avalon Trust Co | History | No change | 1,500 | 328 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 1,529 | 328 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JDM Financial Group LLC | History | Added to | 1,496 | 327 | 0.13% | 0.12% | 665 | +1 | 0.07% | Q1 2026 | May 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,487 | 325 | 0.02% | 0.02% | 667 | +387 | 35.18% | Q1 2026 | Apr 17, 2026 |
| Advantage Trust Co | History | No change | 1,490 | 325 | 0.15% | 0.14% | 666 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | No change | 1,483 | 324 | 0.04% | 0.03% | 668 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 1,481 | 323 | 0.18% | 0.18% | 669 | +41 | 2.85% | Q1 2026 | Apr 16, 2026 |
| IPG Investment Advisors LLC | History | Added to | 1,476 | 322 | 0.06% | 0.04% | 670 | +400 | 37.17% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,474 | 322 | 0.01% | 0.01% | 671 | +29 | 2.01% | Q1 2026 | May 11, 2026 |
| Platt Wealth Management LLC | History | No change | 1,450 | 317 | 0.31% | 0.31% | 672 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Platform Technology Partners | History | Reduced | 1,444 | 315 | 0.06% | 0.07% | 673 | -24 | -1.63% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | No change | 1,461 | 314 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,437 | 314 | 0.16% | 0.16% | 675 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,437 | 314 | 0.2% | 0.21% | 676 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Xcel Wealth Management, LLC | History | New | 1,435 | 313 | 0.09% | — | 677 | +1,435 | New | Q1 2026 | Apr 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,425 | 311 | 0.02% | 0.02% | 678 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 1,419 | 310 | 0.01% | — | 679 | +1,419 | New | Q1 2026 | Apr 30, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 1,414 | 309 | 0.02% | 0.02% | 680 | +20 | 1.43% | Q1 2026 | May 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,411 | 308 | 0.02% | 0.03% | 681 | -1,179 | -45.52% | Q1 2026 | Apr 29, 2026 |
| MATAURO, LLC | History | Reduced | 1,404 | 307 | 0.04% | 0.05% | 685 | -241 | -14.65% | Q1 2026 | Apr 22, 2026 |
| CVFG LLC | History | Added to | 1,405 | 307 | 0.04% | 0.18% | 684 | +150 | 11.95% | Q1 2026 | Apr 29, 2026 |
| Ironwood Financial, llc | History | Reduced | 1,405 | 307 | 0.05% | 0.06% | 683 | -91 | -6.08% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,404 | 307 | 0.0% | 0.0% | 682 | -25 | -1.75% | Q1 2026 | May 13, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 1,400 | 306 | 0.06% | 0.05% | 686 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Leeward Financial Partners, LLC | History | No change | 1,401 | 306 | 0.09% | 0.08% | 687 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,395 | 305 | 0.02% | 0.03% | 688 | +1 | 0.07% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,390 | 304 | 0.02% | 0.02% | 689 | +303 | 27.87% | Q1 2026 | May 05, 2026 |
| Ballew Advisors, Inc | History | Added to | 1,315 | 304 | 0.17% | 0.17% | 690 | +40 | 3.14% | Q1 2026 | Apr 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,384 | 302 | 0.02% | 0.22% | 691 | -15,891 | -91.99% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 1,385 | 302 | 0.08% | 0.09% | 692 | -248 | -15.19% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,379 | 301 | 0.01% | 0.01% | 695 | +279 | 25.36% | Q1 2026 | May 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 1,395 | 301 | 0.04% | 0.05% | 693 | +195 | 16.25% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,378 | 301 | 0.01% | 0.01% | 696 | +150 | 12.21% | Q1 2026 | Apr 16, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 1,379 | 301 | 0.04% | 0.04% | 694 | +38 | 2.83% | Q1 2026 | Apr 16, 2026 |
| Headlands Technologies LLC | History | New | 1,367 | 299 | 0.03% | — | 698 | +1,367 | New | Q1 2026 | May 13, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 1,367 | 299 | 0.11% | 0.08% | 697 | +317 | 30.19% | Q1 2026 | Apr 15, 2026 |
| Centric Wealth Management | History | Reduced | 1,395 | 298 | 0.06% | 0.07% | 699 | -138 | -9.0% | Q1 2026 | May 12, 2026 |
| Thompson David Blair | History | New | 1,355 | 296 | 0.17% | — | 701 | +1,355 | New | Q1 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,326 | 296 | 0.01% | 0.02% | 700 | -218 | -14.12% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,353 | 295 | 0.04% | 0.04% | 702 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 1,346 | 294 | 0.07% | 0.06% | 704 | +117 | 9.52% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,344 | 294 | 0.02% | 0.02% | 703 | +79 | 6.25% | Q1 2026 | Apr 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 1,339 | 292 | 0.16% | 0.16% | 706 | +42 | 3.24% | Q1 2026 | May 01, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 1,336 | 292 | 0.17% | 0.16% | 707 | -3 | -0.22% | Q1 2026 | May 14, 2026 |
| Rockport Wealth LLC | History | No change | 1,337 | 292 | 0.05% | 0.06% | 705 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,333 | 291 | 0.0% | 0.0% | 708 | +138 | 11.55% | Q1 2026 | May 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,331 | 291 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 1,327 | 290 | 0.01% | — | 710 | +1,327 | New | Q1 2026 | Apr 24, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 1,322 | 289 | 0.03% | 0.03% | 711 | +137 | 11.56% | Q1 2026 | May 13, 2026 |
| Saxony Capital Management, LLC | History | New | 1,319 | 288 | 0.17% | — | 712 | +1,319 | New | Q1 2026 | Apr 24, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,310 | 286 | 0.07% | 0.04% | 713 | +389 | 42.24% | Q1 2026 | Apr 30, 2026 |
| Edgestream Partners, L.P. | History | Added to | 1,306 | 285 | 0.01% | 0.01% | 714 | +54 | 4.31% | Q1 2026 | May 18, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,299 | 284 | 0.04% | 0.04% | 715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 1,294 | 283 | 0.02% | — | 716 | +1,294 | New | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | New | 1,287 | 281 | 0.02% | — | 717 | +1,287 | New | Q1 2026 | May 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 1,280 | 280 | 0.0% | — | 718 | +1,280 | New | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Added to | 1,277 | 279 | 0.07% | 0.06% | 719 | +222 | 21.04% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | New | 1,274 | 278 | 0.0% | — | 720 | +1,274 | New | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,268 | 277 | 0.0% | — | 721 | +1,268 | New | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,262 | 276 | 0.02% | 0.01% | 722 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,253 | 274 | 0.02% | 0.01% | 723 | +752 | 150.1% | Q1 2026 | May 04, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,252 | 273 | 0.03% | 0.03% | 724 | +18 | 1.46% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,264 | 272 | 0.04% | 0.16% | 726 | -3,203 | -71.7% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,248 | 272 | 0.0% | 0.0% | 725 | +25 | 2.04% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,239 | 271 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,260 | 270 | 0.02% | 0.02% | 728 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 1,232 | 269 | 0.18% | 0.17% | 729 | +1 | 0.08% | Q1 2026 | May 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 1,226 | 268 | 0.04% | 0.07% | 730 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 1,217 | 266 | 0.03% | 0.02% | 731 | +151 | 14.17% | Q1 2026 | Apr 21, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,219 | 266 | 0.14% | 0.14% | 732 | +1 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 1,128 | 265 | 0.03% | 0.04% | 734 | -157 | -12.22% | Q1 2026 | Jun 01, 2026 |
| Diversified Trust Co | History | No change | 1,212 | 265 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Scarborough Advisors, LLC | History | New | 1,208 | 264 | 0.03% | — | 737 | +1,208 | New | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 1,211 | 264 | 0.0% | 0.0% | 735 | -28 | -2.26% | Q1 2026 | Apr 08, 2026 |
| Forza Wealth Management, LLC | History | No change | 1,210 | 264 | 0.09% | 0.09% | 736 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,205 | 263 | 0.11% | 0.1% | 738 | -88 | -6.81% | Q1 2026 | Apr 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 1,136 | 263 | 0.02% | 0.02% | 740 | +41 | 3.74% | Q1 2026 | Apr 29, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,204 | 263 | 0.05% | 0.05% | 739 | +20 | 1.69% | Q1 2026 | May 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,200 | 262 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,194 | 261 | 0.03% | 0.01% | 742 | +703 | 143.18% | Q1 2026 | Apr 28, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 1,190 | 260 | 0.04% | 0.04% | 743 | +1 | 0.08% | Q1 2026 | Apr 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 1,184 | 259 | 0.16% | 0.15% | 744 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,176 | 257 | 0.01% | 0.01% | 745 | -26 | -2.16% | Q1 2026 | May 04, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 1,169 | 255 | 0.04% | 0.03% | 746 | +1 | 0.09% | Q1 2026 | May 07, 2026 |
| Trek Financial, LLC | History | Reduced | 1,162 | 254 | 0.01% | 0.22% | 748 | -16,633 | -93.47% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,164 | 254 | 0.0% | 0.0% | 747 | +132 | 12.79% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 1,159 | 253 | 0.01% | 0.0% | 749 | +47 | 4.23% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 1,155 | 252 | 0.04% | 0.03% | 750 | +82 | 7.64% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,144 | 250 | 0.02% | 0.02% | 751 | +174 | 17.94% | Q1 2026 | Apr 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 1,139 | 249 | 0.0% | 0.0% | 752 | +119 | 11.67% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Added to | 1,139 | 249 | 0.04% | 0.04% | 753 | +43 | 3.92% | Q1 2026 | Apr 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,141 | 249 | 0.02% | 0.02% | 755 | +35 | 3.16% | Q1 2026 | Apr 29, 2026 |
| Global Endowment Management, LP | History | No change | 1,140 | 249 | 0.03% | 0.03% | 754 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Herold Advisors, Inc. | History | No change | 1,142 | 249 | 0.05% | 0.05% | 756 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,155 | 247 | 0.07% | 0.07% | 757 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fort Sheridan Advisors LLC | History | New | 1,124 | 245 | 0.03% | — | 759 | +1,124 | New | Q1 2026 | May 06, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 1,120 | 245 | 0.21% | 0.03% | 758 | +940 | 522.22% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,149 | 243 | 0.01% | 0.01% | 760 | +240 | 26.4% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 1,106 | 242 | 0.01% | — | 762 | +1,106 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,108 | 242 | 0.01% | 0.01% | 761 | -118 | -9.62% | Q1 2026 | May 13, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,105 | 241 | 0.14% | — | 763 | +1,105 | New | Q1 2026 | May 11, 2026 |
| PeakShares LLC | History | New | 1,100 | 240 | 0.22% | — | 765 | +1,100 | New | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,098 | 240 | 0.01% | 0.01% | 764 | +42 | 3.98% | Q1 2026 | May 07, 2026 |
| Stelac Advisory Services LLC | History | No change | 1,090 | 238 | 0.05% | 0.08% | 766 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | New | 1,085 | 237 | 0.01% | — | 767 | +1,085 | New | Q1 2026 | Apr 27, 2026 |
| Mason & Associates Inc | History | New | 1,122 | 236 | 0.05% | — | 770 | +1,122 | New | Q1 2026 | Apr 30, 2026 |
| SFG Wealth Management, LLC. | History | New | 1,079 | 236 | 0.1% | — | 769 | +1,079 | New | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | Reduced | 1,131 | 236 | 0.11% | 0.13% | 768 | -197 | -14.83% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,071 | 234 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 1,065 | 232 | 0.07% | 0.09% | 775 | -329 | -23.6% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 1,062 | 232 | 0.09% | 0.09% | 773 | +29 | 2.81% | Q1 2026 | Apr 21, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 1,064 | 232 | 0.13% | 0.14% | 774 | -25 | -2.3% | Q1 2026 | May 13, 2026 |
| Vigilare Wealth Management | History | No change | 1,061 | 232 | 0.08% | 0.08% | 772 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,062 | 232 | 0.04% | 0.04% | 776 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Southeast Asset Advisors, LLC | History | New | 1,060 | 231 | 0.03% | — | 778 | +1,060 | New | Q1 2026 | May 13, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,060 | 231 | 0.13% | 0.13% | 777 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | New | 1,054 | 230 | 0.03% | — | 780 | +1,054 | New | Q1 2026 | May 05, 2026 |
| Investment Planning Advisors, Inc. | History | New | 1,054 | 230 | 0.06% | — | 781 | +1,054 | New | Q1 2026 | Apr 23, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,053 | 230 | 0.11% | 0.09% | 779 | +111 | 11.78% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 1,043 | 228 | 0.0% | — | 783 | +1,043 | New | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 1,044 | 228 | 0.09% | 0.08% | 782 | +149 | 16.65% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,041 | 227 | 0.0% | — | 784 | +1,041 | New | Q1 2026 | Apr 10, 2026 |
| LexAurum Advisors, LLC | History | New | 1,037 | 226 | 0.03% | — | 786 | +1,037 | New | Q1 2026 | Apr 13, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 1,076 | 226 | 0.19% | 0.17% | 785 | +23 | 2.18% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,033 | 225 | 0.0% | 0.01% | 787 | -149 | -12.61% | Q1 2026 | May 07, 2026 |
| CURA WEALTH ADVISORS, LLC | History | New | 1,025 | 224 | 0.1% | — | 789 | +1,025 | New | Q1 2026 | May 08, 2026 |
| Accurate Wealth Management, LLC | History | New | 976 | 224 | 0.03% | — | 788 | +976 | New | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 1,021 | 223 | 0.05% | — | 790 | +1,021 | New | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 1,057 | 222 | 0.0% | — | 792 | +1,057 | New | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 1,015 | 222 | 0.01% | — | 793 | +1,015 | New | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,018 | 222 | 0.04% | 0.07% | 791 | -909 | -47.17% | Q1 2026 | Apr 29, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 1,014 | 221 | 0.06% | 0.71% | 794 | -12,010 | -92.21% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | No change | 1,012 | 221 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 1,010 | 220 | 0.09% | 0.07% | 796 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| True Vision MN LLC | History | Reduced | 1,004 | 219 | 0.11% | 0.91% | 798 | -7,381 | -88.03% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Management, LLC | History | Reduced | 1,003 | 219 | 0.09% | 0.6% | 799 | -4,222 | -80.8% | Q1 2026 | Apr 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,004 | 219 | 0.0% | 0.0% | 797 | +51 | 5.35% | Q1 2026 | May 01, 2026 |
| SCHULHOFF & CO INC | History | New | 1,000 | 218 | 0.09% | — | 802 | +1,000 | New | Q1 2026 | May 11, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 997 | 218 | 0.14% | — | 804 | +997 | New | Q1 2026 | Apr 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 775 | 218 | 0.1% | — | 803 | +775 | New | Q1 2026 | Apr 22, 2026 |
| Segment Wealth Management, LLC | History | No change | 1,000 | 218 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HC Advisors, LLC | History | No change | 1,000 | 218 | 0.15% | 0.15% | 801 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 996 | 217 | 0.01% | — | 805 | +996 | New | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 992 | 217 | 0.05% | — | 806 | +992 | New | Q1 2026 | Apr 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 990 | 216 | 0.01% | 0.04% | 810 | -2,043 | -67.36% | Q1 2026 | Apr 09, 2026 |
| Valeo Financial Advisors, LLC | History | New | 992 | 216 | 0.01% | — | 812 | +992 | New | Q1 2026 | May 08, 2026 |
| Aldebaran Financial Inc. | History | New | 988 | 216 | 0.21% | — | 811 | +988 | New | Q1 2026 | May 14, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 987 | 216 | 0.03% | 0.04% | 808 | -75 | -7.06% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 989 | 216 | 0.0% | 0.0% | 807 | +69 | 7.5% | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | No change | 989 | 216 | 0.22% | 0.2% | 809 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 986 | 215 | 0.02% | — | 814 | +986 | New | Q1 2026 | Apr 20, 2026 |
| Advocate Investing Services LLC | History | New | 985 | 215 | 0.18% | — | 815 | +985 | New | Q1 2026 | Apr 22, 2026 |
| Embree Financial Group | History | Added to | 984 | 215 | 0.03% | 0.03% | 813 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 1,017 | 214 | 0.07% | 0.07% | 816 | +1 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 975 | 213 | 0.0% | — | 818 | +975 | New | Q1 2026 | May 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 955 | 213 | 0.19% | 0.18% | 817 | -25 | -2.55% | Q1 2026 | Apr 08, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 953 | 208 | 0.04% | 0.07% | 819 | -1,223 | -56.2% | Q1 2026 | May 11, 2026 |
| Berbice Capital Management LLC | History | New | 950 | 207 | 0.14% | — | 822 | +950 | New | Q1 2026 | May 06, 2026 |
| Eagle Capital Management, LLC | History | No change | 945 | 207 | 0.08% | 0.07% | 820 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 950 | 207 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Second Half Financial Partners, LLC | History | New | 941 | 205 | 0.09% | — | 825 | +941 | New | Q1 2026 | May 11, 2026 |
| Mattern Wealth Management LLC | History | New | 939 | 205 | 0.04% | — | 824 | +939 | New | Q1 2026 | Apr 23, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 940 | 205 | 0.12% | 0.12% | 823 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WESBANCO BANK INC | History | New | 937 | 204 | 0.01% | — | 827 | +937 | New | Q1 2026 | Apr 21, 2026 |
| Bravias Capital Group, LLC | History | New | 937 | 204 | 0.13% | — | 829 | +937 | New | Q1 2026 | Apr 28, 2026 |
| Bellwether Advisors, LLC | History | New | 935 | 204 | 0.03% | — | 828 | +935 | New | Q1 2026 | May 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 933 | 204 | 0.06% | 0.07% | 826 | -12 | -1.27% | Q1 2026 | May 05, 2026 |
| Axecap Investments, LLC | History | Reduced | 931 | 203 | 0.14% | 0.56% | 830 | -3,336 | -78.18% | Q1 2026 | Apr 20, 2026 |
| WEALTH EFFECTS LLC | History | New | 928 | 202 | 0.07% | — | 831 | +928 | New | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | Added to | 920 | 201 | 0.03% | 0.03% | 832 | +90 | 10.84% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 917 | 200 | 0.01% | 0.01% | 833 | +10 | 1.1% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 909 | 198 | 0.0% | — | 834 | +909 | New | Q1 2026 | Apr 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 860 | 188 | 0.03% | 0.01% | 835 | +360 | 72.0% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 831 | 181 | 0.18% | 0.18% | 836 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | No change | 815 | 178 | 0.05% | 0.05% | 837 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 809 | 177 | 0.09% | 0.06% | 838 | +1 | 0.12% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 797 | 174 | 0.01% | 0.01% | 839 | +67 | 9.18% | Q1 2026 | Jun 09, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 797 | 174 | 0.07% | 0.07% | 840 | +46 | 6.13% | Q1 2026 | Apr 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 779 | 171 | 0.06% | 0.06% | 841 | -48 | -5.8% | Q1 2026 | Apr 24, 2026 |
| ExodusPoint Capital Management, LP | History | New | 750 | 164 | 0.0% | — | 843 | +750 | New | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 754 | 164 | 0.01% | 0.01% | 842 | -251 | -24.98% | Q1 2026 | Apr 30, 2026 |
| Bulwark Capital Corp | History | No change | 737 | 161 | 0.1% | 0.11% | 844 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 723 | 158 | 0.12% | 0.13% | 845 | -38 | -4.99% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | New | 720 | 157 | 0.01% | — | 846 | +720 | New | Q1 2026 | Apr 09, 2026 |
| Aviso Financial Inc. | History | New | 696 | 152 | 0.01% | — | 847 | +696 | New | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 668 | 146 | 0.0% | — | 848 | +668 | New | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 662 | 144 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MSA Advisors, LLC | History | New | 656 | 143 | 0.04% | — | 852 | +656 | New | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 656 | 143 | 0.02% | 0.0% | 851 | +624 | 1950.0% | Q1 2026 | Apr 07, 2026 |
| Wagner Wealth Management, LLC | History | No change | 658 | 143 | 0.03% | 0.03% | 850 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 638 | 139 | 0.0% | 0.0% | 853 | -10 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | New | 611 | 133 | 0.04% | — | 854 | +611 | New | Q1 2026 | May 11, 2026 |
| McMillan Office, Inc. | History | No change | 600 | 131 | 0.02% | 0.02% | 855 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 592 | 129 | 0.01% | 0.04% | 856 | -2,631 | -81.63% | Q1 2026 | Apr 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 582 | 127 | 0.01% | 0.01% | 857 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 568 | 124 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 565 | 123 | 0.0% | — | 860 | +565 | New | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 575 | 123 | 0.01% | 0.01% | 859 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 560 | 122 | 0.03% | 0.02% | 861 | +150 | 36.59% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 555 | 121 | 0.03% | 0.64% | 862 | -8,821 | -94.08% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 551 | 120 | 0.03% | 0.07% | 864 | -702 | -56.03% | Q1 2026 | Apr 29, 2026 |
| UMB Bank, n.a. | History | No change | 550 | 120 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 510 | 111 | 0.01% | 0.01% | 865 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 500 | 109 | 0.01% | 0.01% | 866 | +20 | 4.17% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 490 | 107 | 0.0% | 0.0% | 867 | +65 | 15.29% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 462 | 101 | 0.0% | 0.0% | 868 | +146 | 46.2% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 458 | 100 | 0.0% | — | 869 | +458 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 435 | 95 | 0.0% | 0.01% | 870 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | Reduced | 421 | 92 | 0.03% | 0.04% | 872 | -89 | -17.45% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 425 | 92 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 425 | 92 | 0.27% | 0.26% | 873 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 417 | 91 | 0.05% | 0.05% | 874 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 412 | 90 | 0.04% | 0.04% | 875 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Twin Tree Management, LP | History | New | 411 | 89 | 0.0% | — | 876 | +411 | New | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 402 | 87 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 400 | 87 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | No change | 397 | 86 | 0.06% | 0.05% | 879 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 385 | 84 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WFA of San Diego, LLC | History | Reduced | 378 | 82 | 0.07% | 0.06% | 881 | -23 | -5.74% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 363 | 79 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 361 | 78 | 0.02% | 0.01% | 884 | +256 | 243.81% | Q1 2026 | Apr 03, 2026 |
| Key FInancial Inc | History | No change | 360 | 78 | 0.01% | 0.01% | 883 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 356 | 77 | 0.06% | 0.05% | 885 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 350 | 76 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 347 | 75 | 0.04% | 0.02% | 887 | +190 | 121.02% | Q1 2026 | Apr 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 340 | 74 | 0.01% | 0.01% | 888 | +137 | 67.49% | Q1 2026 | Apr 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 329 | 72 | 0.0% | 0.0% | 889 | +49 | 17.5% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 329 | 71 | 0.0% | 0.0% | 890 | +60 | 22.3% | Q1 2026 | Apr 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 325 | 71 | 0.03% | 0.03% | 891 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 315 | 70 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 313 | 68 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 300 | 65 | 0.01% | 0.01% | 894 | -27 | -8.26% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 303 | 65 | 0.02% | 0.02% | 895 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 291 | 64 | 0.0% | 0.0% | 896 | +186 | 177.14% | Q1 2026 | May 01, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 280 | 61 | 0.03% | — | 897 | +280 | New | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 275 | 60 | 0.04% | — | 899 | +275 | New | Q1 2026 | Apr 21, 2026 |
| Redwood Park Advisors LLC | History | Added to | 277 | 60 | 0.04% | 0.04% | 898 | +1 | 0.36% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 272 | 59 | 0.05% | 0.01% | 900 | +188 | 223.81% | Q1 2026 | Apr 22, 2026 |
| ADIRONDACK TRUST CO | History | New | 266 | 58 | 0.02% | — | 903 | +266 | New | Q1 2026 | Apr 03, 2026 |
| REAP Financial Group, LLC | History | Reduced | 268 | 58 | 0.01% | 0.01% | 902 | -24 | -8.22% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 270 | 58 | 0.01% | 0.01% | 901 | +1 | 0.37% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 265 | 57 | 0.02% | 0.01% | 905 | +135 | 103.85% | Q1 2026 | May 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 263 | 57 | 0.02% | 0.02% | 904 | +4 | 1.54% | Q1 2026 | Apr 23, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 260 | 56 | 0.05% | 0.05% | 906 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Reduced | 254 | 55 | 0.01% | 0.02% | 908 | -250 | -49.6% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Added to | 255 | 55 | 0.04% | 0.04% | 909 | +5 | 2.0% | Q1 2026 | Apr 29, 2026 |
| DT Investment Partners, LLC | History | No change | 255 | 55 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 250 | 54 | 0.0% | — | 913 | +250 | New | Q1 2026 | May 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 247 | 54 | 0.01% | — | 914 | +247 | New | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 247 | 54 | 0.02% | 0.02% | 910 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Horizons Wealth Management | History | No change | 247 | 54 | 0.04% | 0.03% | 911 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Copia Wealth Management | History | No change | 251 | 54 | 0.04% | 0.04% | 912 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 243 | 53 | 0.02% | 0.02% | 915 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | No change | 238 | 52 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 235 | 51 | 0.01% | 0.01% | 917 | +15 | 6.82% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 230 | 50 | 0.01% | — | 919 | +230 | New | Q1 2026 | Apr 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 229 | 50 | 0.03% | 0.02% | 918 | +65 | 39.63% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 224 | 49 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ESL Trust Services, LLC | History | No change | 224 | 49 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 220 | 48 | 0.0% | 0.0% | 922 | -67 | -23.34% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 216 | 47 | 0.02% | 0.02% | 923 | +10 | 4.85% | Q1 2026 | May 04, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 208 | 46 | 0.0% | 0.0% | 924 | -601 | -74.29% | Q1 2026 | May 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 212 | 46 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 209 | 45 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 201 | 44 | 0.01% | 0.0% | 927 | +152 | 310.2% | Q1 2026 | Apr 17, 2026 |
| Silicon Valley Capital Partners | History | New | 200 | 43 | 0.0% | — | 930 | +200 | New | Q1 2026 | May 19, 2026 |
| SHP Wealth Management | History | Added to | 197 | 43 | 0.0% | 0.0% | 928 | +36 | 22.36% | Q1 2026 | May 08, 2026 |
| Basepoint Wealth LLC | History | Added to | 197 | 43 | 0.02% | 0.03% | 929 | +1 | 0.51% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 188 | 41 | 0.0% | 0.06% | 931 | -10,120 | -98.18% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | New | 188 | 41 | 0.01% | — | 934 | +188 | New | Q1 2026 | May 22, 2026 |
| PFS Partners, LLC | History | Added to | 191 | 41 | 0.02% | 0.01% | 932 | +107 | 127.38% | Q1 2026 | Apr 09, 2026 |
| Rialto Wealth Management, LLC | History | No change | 190 | 41 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 176 | 38 | 0.01% | 0.0% | 935 | +135 | 329.27% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | No change | 175 | 38 | 0.01% | 0.01% | 936 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 170 | 37 | 0.0% | 0.0% | 937 | -94 | -35.61% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | No change | 172 | 37 | 0.03% | 0.03% | 938 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 166 | 36 | 0.02% | 0.02% | 939 | -13 | -7.26% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 160 | 35 | 0.0% | — | 941 | +160 | New | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 160 | 35 | 0.02% | 0.02% | 940 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 155 | 33 | 0.0% | — | 943 | +155 | New | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 155 | 33 | 0.01% | 0.01% | 942 | +30 | 24.0% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | No change | 150 | 32 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 150 | 32 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 150 | 32 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 142 | 31 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SRH ADVISORS, LLC | History | No change | 142 | 31 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | No change | 150 | 31 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 136 | 29 | 0.01% | 0.68% | 951 | -12,008 | -98.88% | Q1 2026 | Apr 14, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 135 | 29 | 0.0% | 0.0% | 950 | +30 | 28.57% | Q1 2026 | Apr 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 135 | 29 | 0.01% | 0.01% | 952 | +10 | 8.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Trust, LLC | History | New | 129 | 28 | 0.0% | — | 956 | +129 | New | Q1 2026 | May 06, 2026 |
| Team Financial Group, LLC | History | Added to | 131 | 28 | 0.01% | 0.01% | 954 | +39 | 42.39% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Reduced | 129 | 28 | 0.01% | 0.01% | 955 | -2 | -1.53% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 132 | 28 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | New | 125 | 27 | 0.03% | — | 958 | +125 | New | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Added to | 125 | 27 | 0.0% | 0.0% | 957 | +12 | 10.62% | Q1 2026 | Apr 07, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 10,000 | 26 | 0.01% | — | 962 | +10,000 | New | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 123 | 26 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 123 | 26 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 123 | 26 | 0.02% | 0.02% | 961 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 115 | 25 | 0.0% | 0.0% | 963 | +94 | 447.62% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Added to | 117 | 25 | 0.01% | 0.01% | 964 | +10 | 9.35% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 111 | 24 | 0.01% | 0.02% | 966 | -291 | -72.39% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 110 | 24 | 0.0% | — | 967 | +110 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 111 | 24 | 0.0% | 0.0% | 965 | +103 | 1287.5% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | New | 103 | 23 | 0.0% | — | 968 | +103 | New | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | New | 101 | 22 | 0.0% | — | 970 | +101 | New | Q1 2026 | Apr 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 100 | 22 | 0.02% | — | 969 | +100 | New | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 100 | 21 | 0.0% | 0.0% | 972 | -115 | -53.49% | Q1 2026 | Apr 28, 2026 |
| Financial Avengers, Inc. | History | New | 100 | 21 | 0.01% | — | 975 | +100 | New | Q1 2026 | May 19, 2026 |
| PlanVest Financial, Inc | History | New | 98 | 21 | 0.02% | — | 976 | +98 | New | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 96 | 21 | 0.01% | 0.01% | 974 | +23 | 31.51% | Q1 2026 | Apr 20, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 21 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 100 | 21 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kiker Wealth Management, LLC | History | New | 92 | 20 | 0.01% | — | 978 | +92 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 95 | 20 | 0.0% | 0.0% | 977 | -24 | -20.17% | Q1 2026 | Apr 24, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 90 | 19 | 0.02% | 0.02% | 979 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Counsel, Inc | History | New | 85 | 18 | 0.0% | — | 981 | +85 | New | Q1 2026 | Apr 21, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 84 | 18 | 0.01% | — | 982 | +84 | New | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 85 | 18 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 78 | 17 | 0.01% | — | 985 | +78 | New | Q1 2026 | Apr 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 80 | 17 | 0.0% | 0.01% | 984 | -65 | -44.83% | Q1 2026 | Apr 06, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 80 | 17 | 0.01% | 0.01% | 983 | +28 | 53.85% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | New | 75 | 16 | 0.0% | — | 987 | +75 | New | Q1 2026 | Apr 13, 2026 |
| Banque Transatlantique SA | History | New | 75 | 16 | 0.0% | — | 988 | +75 | New | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 75 | 16 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 72 | 15 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 72 | 15 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 60 | 13 | 0.0% | 0.0% | 991 | +16 | 36.36% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | No change | 62 | 13 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 56 | 12 | 0.01% | — | 993 | +56 | New | Q1 2026 | Apr 16, 2026 |
| Capital Advisor Network LLC | History | New | 52 | 11 | 0.02% | — | 997 | +52 | New | Q1 2026 | Aug 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 49 | 11 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 52 | 11 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 53 | 11 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trust Co | History | New | 50 | 10 | 0.0% | — | 1003 | +50 | New | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 50 | 10 | 0.0% | — | 1004 | +50 | New | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 46 | 10 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 10 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 48 | 10 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 45 | 9 | 0.0% | 0.08% | 1005 | -16,082 | -99.72% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 42 | 9 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 34 | 7 | 0.01% | 1.22% | 1009 | -5,638 | -99.4% | Q1 2026 | Apr 14, 2026 |
| Rice Partnership, LLC | History | New | 35 | 7 | 0.0% | — | 1010 | +35 | New | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | New | 35 | 7 | 0.01% | — | 1011 | +35 | New | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 35 | 7 | 0.0% | — | 1012 | +35 | New | Q1 2026 | Apr 13, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 28 | 6 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 31 | 6 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 24 | 5 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 23 | 4 | 0.0% | 0.2% | 1017 | -2,567 | -99.11% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 19 | 4 | 0.0% | 0.0% | 1018 | -36 | -65.45% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | New | 21 | 4 | 0.0% | — | 1020 | +21 | New | Q1 2026 | May 12, 2026 |
| Keystone Financial Group, Inc. | History | New | 19 | 4 | 0.0% | — | 1021 | +19 | New | Q1 2026 | Apr 21, 2026 |
| Operose Advisors LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | New | 16 | 3 | 0.0% | — | 1027 | +16 | New | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 15 | 3 | 0.0% | — | 1026 | +15 | New | Q1 2026 | Apr 27, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 15 | 3 | 0.0% | 0.0% | 1023 | -10 | -40.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 1024 | +4 | 40.0% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 15 | 3 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nemes Rush Group LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | New | 10 | 2 | 0.0% | — | 1033 | +10 | New | Q1 2026 | Apr 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 12 | 2 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MTM Investment Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 5 | 1 | 0.0% | 0.01% | 1037 | -53 | -91.38% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 9 | 1 | 0.0% | — | 1038 | +9 | New | Q1 2026 | May 05, 2026 |
| Magnolia Wealth Management, LLC | History | New | 8 | 1 | 0.0% | — | 1040 | +8 | New | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9 | 1 | 0.0% | — | 1036 | +7 | 350.0% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | New | 5 | 1 | 0.0% | — | 1039 | +5 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 4.43% | — | -1,569,380 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -37,037 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -33,050 | -100.0% | Q1 2026 | May 05, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.77% | — | -28,049 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -24,643 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 1.5% | — | -23,118 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -18,130 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Legacy Financial Group LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -18,098 | -100.0% | Q1 2026 | May 04, 2026 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 1.05% | — | -16,189 | -100.0% | Q1 2026 | May 06, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -14,658 | -100.0% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -14,500 | -100.0% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 1.57% | — | -14,328 | -100.0% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,205 | -100.0% | Q1 2026 | Apr 13, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.73% | — | -13,143 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,478 | -100.0% | Q1 2026 | May 12, 2026 |
| Cobblestone Asset Management LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -9,682 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,552 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,498 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -9,148 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -9,025 | -100.0% | Q1 2026 | May 01, 2026 |
| Teucrium Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.88% | — | -7,971 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -6,844 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Closed out | 0 | 0 | — | 0.52% | — | -5,474 | -100.0% | Q1 2026 | May 11, 2026 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -5,183 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,007 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.56% | — | -4,896 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,727 | -100.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -4,722 | -100.0% | Q1 2026 | May 11, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -4,593 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -4,497 | -100.0% | Q1 2026 | May 06, 2026 |
| Davis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -4,474 | -100.0% | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -4,416 | -100.0% | Q1 2026 | May 14, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.7% | — | -4,376 | -100.0% | Q1 2026 | May 11, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -4,253 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LifePlan Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -3,654 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,802 | -100.0% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,784 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BCU Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,723 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Capital Asset Managemnet, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -2,716 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,462 | -100.0% | Q1 2026 | May 13, 2026 |
| J.M. Arbour, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -2,218 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -2,181 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Accelerate Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -2,076 | -100.0% | Q1 2026 | Apr 13, 2026 |
| W ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,936 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,886 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | Closed out | 0 | 0 | — | 0.17% | — | -1,834 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,727 | -100.0% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,632 | -100.0% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,627 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,490 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,465 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -1,452 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.29% | — | -1,433 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,413 | -100.0% | Q1 2026 | May 04, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,412 | -100.0% | Q1 2026 | May 04, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,354 | -100.0% | Q1 2026 | Apr 15, 2026 |
| August Group Capital Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -1,336 | -100.0% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,291 | -100.0% | Q1 2026 | May 12, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.21% | — | -1,230 | -100.0% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,209 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PATRON PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,200 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,187 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,155 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,132 | -100.0% | Q1 2026 | May 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,116 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,104 | -100.0% | Q1 2026 | May 04, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,075 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PUREfi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,060 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,023 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,016 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -988 | -100.0% | Q1 2026 | May 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -976 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -961 | -100.0% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -909 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -673 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -394 | -100.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -260 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | May 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -129 | -100.0% | Q1 2026 | May 04, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -47 | -100.0% | Q1 2026 | May 06, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -40 | -100.0% | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Jun 23, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Orion Capital Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Imprint Wealth LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |