iSHARES TRUST - IUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 133,081,202 | 6,147,020 | 1.65% | 1.64% | 1 | +13,988,989 | 11.75% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 79,586,891 | 3,650,704 | 1.75% | 2.17% | 2 | +3,022,787 | 3.95% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 70,760,965 | 3,268,448 | 0.06% | 0.06% | 3 | -1,116,399 | -1.55% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,562,677 | 2,289,300 | 0.43% | 0.41% | 4 | +1,616,099 | 3.37% | Q1 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Added to | 47,282,506 | 2,183,978 | 0.58% | 0.58% | 5 | +1,775,051 | 3.9% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,338,047 | 1,401,314 | 0.86% | 0.84% | 6 | +1,715,293 | 5.99% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 25,978,502 | 1,199,947 | 0.07% | 0.07% | 7 | +1,278,158 | 5.17% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 18,948,193 | 875,212 | 1.02% | 0.89% | 8 | +2,827,907 | 17.54% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,909,534 | 825,629 | 0.05% | 0.05% | 9 | +62,788 | 0.35% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 17,616,671 | 813,714 | 2.14% | 2.17% | 10 | +422,500 | 2.46% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,537,350 | 579,100 | 3.21% | 2.04% | 11 | +69,763 | 0.56% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,541,941 | 533,104 | 0.12% | 0.12% | 12 | +429,310 | 3.86% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,974,170 | 506,896 | 0.09% | 0.08% | 13 | +1,333,886 | 13.84% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 10,043,013 | 463,886 | 0.49% | 0.48% | 14 | +520,120 | 5.46% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,956,773 | 413,713 | 3.23% | 3.39% | 15 | +352,950 | 4.1% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,713,487 | 356,286 | 0.88% | 0.76% | 16 | +618,614 | 8.72% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,645,647 | 353,152 | 6.09% | 5.24% | 17 | +3,041,472 | 66.06% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,590,426 | 350,601 | 3.43% | 3.13% | 18 | +729,973 | 10.64% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,265,228 | 335,580 | 0.93% | 0.84% | 19 | -172,727 | -2.32% | Q1 2026 | May 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,234,998 | 241,804 | 7.09% | 6.42% | 20 | +603,965 | 13.04% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 5,053,447 | 233,418 | 8.45% | 0.12% | 21 | +4,982,541 | 7026.97% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,938,217 | 228,096 | 0.07% | 0.07% | 22 | +411,929 | 9.1% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,727,243 | 218,351 | 1.71% | 1.71% | 23 | +109,429 | 2.37% | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,664,293 | 215,443 | 7.76% | 7.86% | 24 | +81,788 | 1.78% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,298,070 | 198,529 | 0.03% | 0.03% | 25 | +324,754 | 8.17% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,101,187 | 189,474 | 1.17% | 1.12% | 26 | +107,205 | 2.68% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,776,645 | 174,443 | 2.16% | 2.05% | 27 | +414,230 | 12.32% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,343,314 | 154,427 | 4.12% | 4.27% | 28 | +503,619 | 17.73% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,106,970 | 143,510 | 0.97% | 0.87% | 29 | +412,309 | 15.3% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,087,463 | 142,609 | 0.52% | 0.48% | 30 | +252,999 | 8.93% | Q1 2026 | Jun 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,965,747 | 136,987 | 0.19% | 0.19% | 31 | -155,968 | -5.0% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,926,345 | 135,168 | 0.12% | 0.11% | 32 | +200,483 | 7.35% | Q1 2026 | May 12, 2026 |
| Mason & Associates, LLC | History | Added to | 2,897,250 | 133,823 | 30.64% | 29.96% | 33 | +66,130 | 2.34% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Reduced | 2,817,508 | 130,140 | 0.02% | 0.02% | 34 | -199,812 | -6.62% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,772,218 | 128,078 | 0.19% | 0.2% | 35 | -200,986 | -6.76% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,667,710 | 123,221 | 0.67% | 0.65% | 36 | +125,278 | 4.93% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,522,974 | 116,536 | 0.01% | 0.01% | 37 | +89,781 | 3.69% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 2,512,196 | 116,038 | 4.69% | 4.52% | 38 | +130,691 | 5.49% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 2,456,447 | 113,463 | 0.46% | 0.48% | 39 | -39,778 | -1.59% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 2,397,900 | 110,759 | 0.07% | — | 40 | +2,397,900 | New | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 2,248,840 | 103,873 | 5.93% | 6.16% | 41 | +13,968 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,164,194 | 99,748 | 0.94% | 0.85% | 42 | +460,804 | 27.05% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,864,366 | 86,115 | 0.18% | 0.17% | 43 | +66,508 | 3.7% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,863,494 | 86,031 | 0.16% | 0.15% | 44 | +5,378 | 0.29% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,760,812 | 81,331 | 0.11% | 0.1% | 45 | +100,262 | 6.04% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,755,388 | 81,081 | 7.73% | 7.49% | 46 | +66,698 | 3.95% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,621,133 | 74,880 | 0.19% | 0.18% | 47 | +122,737 | 8.19% | Q1 2026 | Apr 30, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,553,764 | 71,768 | 3.46% | 2.8% | 48 | +346,365 | 28.69% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,481,053 | 68,409 | 1.55% | 1.54% | 49 | +49,654 | 3.47% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,455,397 | 67,224 | 0.04% | 0.04% | 50 | +14,473 | 1.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,387,165 | 64,073 | 0.0% | 0.0% | 51 | +67,776 | 5.14% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 1,366,932 | 63,138 | 8.85% | 8.93% | 52 | -20,214 | -1.46% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,350,040 | 62,358 | 0.07% | 0.09% | 53 | -257,827 | -16.04% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,307,816 | 60,408 | 0.48% | 0.62% | 54 | +178,762 | 15.83% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,281,107 | 59,174 | 0.22% | 0.25% | 55 | -37,307 | -2.83% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,266,562 | 58,502 | 5.7% | 5.58% | 56 | +40,138 | 3.27% | Q1 2026 | Apr 29, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 1,247,471 | 57,620 | 9.32% | 12.46% | 57 | -367,668 | -22.76% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 1,229,925 | 56,809 | 0.28% | 0.32% | 58 | -70,301 | -5.41% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,191,852 | 55,051 | 0.89% | 0.91% | 59 | +29,586 | 2.55% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,122,430 | 52,226 | 0.78% | 0.76% | 60 | +295,869 | 35.8% | Q1 2026 | Apr 20, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,101,390 | 50,873 | 2.86% | 2.46% | 61 | +104,619 | 10.5% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,099,709 | 50,795 | 1.61% | 1.74% | 62 | +70,721 | 6.87% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,090,959 | 50,391 | 1.54% | 1.66% | 63 | -2,618 | -0.24% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 1,072,619 | 49,544 | 0.55% | 0.55% | 64 | +30,827 | 2.96% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 1,044,684 | 48,253 | 1.25% | 1.22% | 65 | +40,484 | 4.03% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,037,651 | 47,929 | 0.31% | 0.29% | 66 | +63,896 | 6.56% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,025,809 | 47,382 | 1.1% | 1.1% | 67 | +51,636 | 5.3% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 1,026,040 | 47,341 | 3.07% | 2.86% | 68 | +104,372 | 11.32% | Q1 2026 | May 12, 2026 |
| Stash Investments, LLC | History | Added to | 988,610 | 45,663 | 17.71% | 17.63% | 69 | +43,523 | 4.61% | Q1 2026 | Apr 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 983,682 | 45,436 | 6.12% | 6.0% | 70 | -29,883 | -2.95% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 977,212 | 45,137 | 8.09% | 6.81% | 71 | +34,187 | 3.63% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 974,524 | 45,013 | 5.58% | 5.36% | 72 | +46,083 | 4.96% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 973,061 | 44,945 | 0.16% | 0.16% | 73 | +20,695 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 971,550 | 44,875 | 7.82% | 6.94% | 74 | -70,909 | -6.8% | Q1 2026 | May 15, 2026 |
| High Falls Advisors, Inc | History | No change | 949,545 | 44,191 | 8.95% | 8.95% | 75 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 878,036 | 40,556 | 1.38% | 0.71% | 76 | +423,956 | 93.37% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 871,594 | 40,258 | 0.81% | 0.79% | 77 | +39,204 | 4.71% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 865,259 | 39,966 | 1.52% | 1.36% | 78 | +61,263 | 7.62% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 815,121 | 37,650 | 0.52% | 0.52% | 79 | +34,252 | 4.39% | Q1 2026 | Apr 08, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 797,346 | 36,829 | 6.68% | 6.11% | 80 | +18,144 | 2.33% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 767,496 | 35,450 | 2.06% | 1.91% | 81 | +70,080 | 10.05% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Reduced | 738,320 | 34,103 | 4.34% | 4.91% | 82 | -82,920 | -10.1% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 718,506 | 33,187 | 0.05% | 0.07% | 83 | -195,739 | -21.41% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 714,406 | 32,998 | 0.42% | 0.41% | 84 | +115,470 | 19.28% | Q1 2026 | May 15, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 711,117 | 32,846 | 10.12% | 9.51% | 85 | +33,776 | 4.99% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 691,129 | 31,923 | 11.44% | 11.06% | 86 | +20,074 | 2.99% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Added to | 690,755 | 31,905 | 1.69% | 1.73% | 87 | +50,704 | 7.92% | Q1 2026 | May 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 680,126 | 31,415 | 11.85% | 11.73% | 88 | +12,679 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 679,198 | 31,372 | 0.57% | 0.53% | 89 | +45,772 | 7.23% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 672,959 | 31,083 | 0.26% | 0.3% | 90 | -203,120 | -23.19% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 654,806 | 30,238 | 0.06% | 0.01% | 91 | +514,005 | 365.06% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 643,239 | 29,711 | 0.16% | 0.16% | 92 | +54,643 | 9.28% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 633,336 | 29,475 | 0.52% | 0.52% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Added to | 633,452 | 29,259 | 0.9% | 0.78% | 94 | +59,455 | 10.36% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 614,297 | 28,374 | 0.42% | 0.39% | 95 | +70,971 | 13.06% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 611,837 | 28,260 | 0.46% | 0.44% | 96 | +26,981 | 4.61% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 576,560 | 26,599 | 0.04% | 0.04% | 97 | -4,805 | -0.83% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 574,741 | 26,547 | 2.74% | 2.66% | 98 | -49,950 | -8.0% | Q1 2026 | May 11, 2026 |
| GM Advisory Group, LLC | History | Reduced | 573,367 | 26,483 | 1.02% | 1.06% | 99 | -7,263 | -1.25% | Q1 2026 | Apr 28, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 570,855 | 26,447 | 3.63% | 3.93% | 100 | +10,830 | 1.93% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 564,166 | 26,058 | 0.3% | 0.28% | 101 | +35,610 | 6.74% | Q1 2026 | Apr 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 562,117 | 25,964 | 2.56% | 2.18% | 102 | +83,678 | 17.49% | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 558,459 | 25,795 | 9.0% | 7.76% | 103 | +58,761 | 11.76% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Group LLC | History | Added to | 557,960 | 25,772 | 3.24% | 3.06% | 104 | +24,667 | 4.63% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | Added to | 553,788 | 25,579 | 4.36% | 4.27% | 105 | +21,407 | 4.02% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 550,514 | 25,373 | 0.43% | 0.33% | 106 | +158,146 | 40.31% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 541,480 | 25,010 | 0.04% | 0.0% | 107 | +484,313 | 847.19% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 495,868 | 22,879 | 0.41% | 0.6% | 108 | +221,621 | 80.81% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 495,031 | 22,865 | 0.89% | 0.81% | 109 | +337,770 | 214.78% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 492,806 | 22,762 | 1.31% | 1.25% | 110 | +43,940 | 9.79% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services | History | Reduced | 492,610 | 22,753 | 6.68% | 7.0% | 111 | -5,636 | -1.13% | Q1 2026 | May 06, 2026 |
| Elevated Financial Group LLC | History | Added to | 491,327 | 22,694 | 7.38% | 7.04% | 112 | +54,134 | 12.38% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 487,041 | 22,496 | 0.02% | 0.02% | 113 | +48,293 | 11.01% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 483,015 | 22,479 | 1.67% | 1.67% | 114 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 483,642 | 22,339 | 0.26% | 0.26% | 115 | -4,449 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 470,401 | 21,727 | 0.01% | 0.01% | 116 | +289,869 | 160.56% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 462,872 | 21,380 | 0.56% | 0.52% | 117 | +72,392 | 18.54% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 460,907 | 21,289 | 5.52% | 5.44% | 118 | +13,604 | 3.04% | Q1 2026 | Apr 14, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 457,422 | 21,128 | 4.42% | 2.47% | 119 | +220,660 | 93.2% | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | Reduced | 447,733 | 20,837 | 2.06% | 2.01% | 120 | -8,632 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 441,757 | 20,404 | 2.3% | 2.3% | 121 | -12,184 | -2.68% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 440,640 | 20,353 | 4.72% | 4.24% | 122 | -8,796 | -1.96% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 437,299 | 20,198 | 0.22% | 0.18% | 123 | +96,768 | 28.42% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 432,505 | 19,977 | 0.22% | 0.06% | 124 | +342,500 | 380.53% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 428,360 | 19,785 | 0.5% | 0.45% | 125 | +61,664 | 16.82% | Q1 2026 | Apr 07, 2026 |
| West Wealth Group, LLC | History | Added to | 428,064 | 19,772 | 3.91% | 3.89% | 126 | +24,648 | 6.11% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 416,141 | 19,221 | 0.14% | 0.19% | 127 | -88,967 | -17.61% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Reduced | 407,270 | 18,811 | 0.99% | 0.94% | 128 | -1,202 | -0.29% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | New | 405,887 | 18,747 | 0.83% | — | 129 | +405,887 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 402,930 | 18,611 | 0.91% | 0.85% | 130 | +28,720 | 7.67% | Q1 2026 | May 05, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 396,227 | 18,301 | 7.47% | 7.48% | 131 | +1,096 | 0.28% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 370,137 | 17,222 | 1.19% | 1.26% | 132 | -70 | -0.02% | Q1 2026 | Apr 29, 2026 |
| True Vision MN LLC | History | Added to | 370,169 | 17,098 | 8.82% | 7.47% | 133 | +54,483 | 17.26% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 366,023 | 16,907 | 0.47% | 0.48% | 134 | -2,669 | -0.72% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Added to | 366,019 | 16,906 | 2.11% | 1.95% | 135 | +22,668 | 6.6% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 363,255 | 16,778 | 0.47% | 0.01% | 136 | +356,418 | 5213.08% | Q1 2026 | May 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 360,402 | 16,646 | 6.58% | 6.7% | 137 | -163 | -0.05% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 357,978 | 16,535 | 0.26% | 0.07% | 138 | +282,530 | 374.47% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 354,910 | 16,392 | 2.12% | 2.4% | 139 | -17,537 | -4.71% | Q1 2026 | Apr 15, 2026 |
| Firestone Capital Management | History | Added to | 351,784 | 16,248 | 3.38% | 3.45% | 140 | +2,438 | 0.7% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 350,451 | 16,187 | 0.08% | 0.07% | 141 | +23,045 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Opes Wealth Management LLC | History | Reduced | 347,461 | 16,049 | 2.64% | 2.64% | 142 | -455 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Forum Private Client Group LLC | History | Added to | 346,474 | 16,004 | 5.33% | 5.34% | 143 | +9,995 | 2.97% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 342,830 | 15,835 | 1.98% | 1.98% | 144 | +13,641 | 4.14% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 341,084 | 15,754 | 1.9% | 1.94% | 145 | +35,281 | 11.54% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 337,978 | 15,611 | 2.47% | 2.68% | 146 | +26,064 | 8.36% | Q1 2026 | Apr 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 330,634 | 15,271 | 4.58% | 4.31% | 147 | +20,565 | 6.63% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 330,604 | 15,270 | 0.03% | 0.03% | 148 | -45,015 | -11.98% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 328,949 | 15,200 | 1.19% | 1.1% | 149 | +52,433 | 18.96% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 326,201 | 15,067 | 0.09% | 0.1% | 150 | -10,611 | -3.15% | Q1 2026 | May 05, 2026 |
| Elite Financial, Inc. | History | Added to | 325,786 | 15,048 | 6.75% | 6.69% | 151 | +9,851 | 3.12% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 320,758 | 14,815 | 0.03% | 0.0% | 152 | +317,950 | 11323.01% | Q1 2026 | May 01, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 317,168 | 14,649 | 1.44% | 1.36% | 153 | +25,697 | 8.82% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 309,066 | 14,275 | 4.09% | 3.61% | 154 | +38,529 | 14.24% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 301,869 | 14,048 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 301,769 | 13,938 | 5.47% | 5.34% | 156 | +6,377 | 2.16% | Q1 2026 | May 12, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 301,632 | 13,932 | 1.35% | 1.68% | 157 | -60,163 | -16.63% | Q1 2026 | Apr 20, 2026 |
| SWP FINANCIAL LLC | History | Added to | 297,936 | 13,761 | 7.02% | 6.85% | 158 | +4,630 | 1.58% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Added to | 295,121 | 13,631 | 0.29% | 0.25% | 159 | +33,276 | 12.71% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 293,817 | 13,571 | 0.0% | — | 160 | +293,817 | New | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 288,181 | 13,311 | 1.74% | 1.87% | 161 | -17,456 | -5.71% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 286,289 | 13,223 | 1.47% | 1.42% | 162 | +9,223 | 3.33% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 285,275 | 13,176 | 1.0% | 0.37% | 163 | +235,545 | 473.65% | Q1 2026 | Apr 28, 2026 |
| EWA, LLC | History | Added to | 274,812 | 12,693 | 2.88% | 2.24% | 164 | +77,785 | 39.48% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 273,987 | 12,655 | 0.72% | 0.71% | 165 | +18,670 | 7.31% | Q1 2026 | Apr 30, 2026 |
| Atlatl Advisers LLC | History | Added to | 267,471 | 12,354 | 9.17% | 3.68% | 166 | +61,395 | 29.79% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 265,614 | 12,343 | 1.68% | — | 167 | +265,614 | New | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 263,033 | 12,140 | 1.52% | — | 168 | +263,033 | New | Q1 2026 | May 18, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 257,190 | 11,879 | 3.7% | 3.34% | 169 | +24,575 | 10.56% | Q1 2026 | Apr 29, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 256,431 | 11,844 | 4.27% | 4.39% | 170 | -359 | -0.14% | Q1 2026 | Apr 29, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 254,454 | 11,753 | 6.69% | — | 171 | +254,454 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 253,664 | 11,676 | 1.56% | 1.42% | 172 | +58,604 | 30.04% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Reduced | 252,557 | 11,665 | 1.2% | 1.5% | 173 | -69,130 | -21.49% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 252,171 | 11,647 | 0.21% | 0.11% | 174 | +119,571 | 90.17% | Q1 2026 | May 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 250,223 | 11,557 | 0.92% | 0.89% | 175 | +4,729 | 1.93% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Added to | 249,885 | 11,542 | 3.73% | 3.68% | 176 | +11,104 | 4.65% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 243,800 | 11,346 | 0.22% | 0.22% | 177 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 239,753 | 11,074 | 0.0% | — | 178 | +239,753 | New | Q1 2026 | May 12, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 235,629 | 10,883 | 11.29% | 10.76% | 179 | -14,768 | -5.9% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 226,826 | 10,477 | 0.11% | — | 180 | +226,826 | New | Q1 2026 | May 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 224,008 | 10,346 | 3.14% | 3.02% | 181 | +16,407 | 7.9% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 220,994 | 10,207 | 0.17% | 0.1% | 182 | +114,979 | 108.46% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 220,958 | 10,206 | 0.17% | 0.17% | 183 | +12,865 | 6.18% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 220,956 | 10,205 | 0.14% | 0.11% | 184 | +47,779 | 27.59% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 219,564 | 10,141 | 0.46% | 0.47% | 185 | -5,092 | -2.27% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 218,024 | 10,070 | 2.52% | 0.44% | 186 | +181,283 | 493.41% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 217,019 | 10,024 | 0.36% | 0.26% | 187 | +53,855 | 33.01% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 213,628 | 9,867 | 3.73% | 3.48% | 188 | +11,966 | 5.93% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Added to | 209,521 | 9,786 | 4.43% | 4.45% | 189 | +1,298 | 0.62% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | Added to | 210,078 | 9,703 | 1.53% | 1.44% | 190 | +12,893 | 6.54% | Q1 2026 | May 27, 2026 |
| Betterment LLC | History | Added to | 208,442 | 9,628 | 0.02% | 0.02% | 191 | +36,692 | 21.36% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 204,563 | 9,448 | 2.38% | 2.4% | 192 | +27,806 | 15.73% | Q1 2026 | May 08, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 201,891 | 9,325 | 0.69% | 0.7% | 193 | +1,159 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 201,654 | 9,314 | 0.2% | 0.21% | 194 | -2,068 | -1.02% | Q1 2026 | Apr 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 199,664 | 9,222 | 2.09% | 1.91% | 195 | +4,549 | 2.33% | Q1 2026 | Apr 20, 2026 |
| New Capital Management LP | History | Added to | 193,766 | 8,950 | 2.21% | 2.17% | 196 | +8,527 | 4.6% | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 191,834 | 8,860 | 0.21% | 0.15% | 197 | +126,599 | 194.07% | Q1 2026 | Apr 27, 2026 |
| Veridan Wealth LLC | History | Reduced | 191,178 | 8,830 | 3.27% | 2.99% | 198 | -66 | -0.03% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 190,828 | 8,814 | 1.07% | 1.01% | 199 | +11,101 | 6.18% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 188,532 | 8,708 | 4.42% | 4.43% | 200 | +10,553 | 5.93% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 185,364 | 8,561 | 3.69% | 3.6% | 201 | +10,197 | 5.82% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 180,265 | 8,326 | 0.2% | 0.2% | 202 | +6,837 | 3.94% | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 178,491 | 8,269 | 3.61% | 3.47% | 203 | +3,381 | 1.93% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 177,350 | 8,191 | 0.46% | 0.49% | 204 | +88,389 | 99.36% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 177,225 | 8,186 | 1.72% | 1.73% | 205 | +668 | 0.38% | Q1 2026 | May 05, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 175,109 | 8,088 | 5.9% | 5.54% | 206 | +10,294 | 6.25% | Q1 2026 | Apr 21, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 169,968 | 7,850 | 1.83% | 1.46% | 207 | +41,054 | 31.85% | Q1 2026 | Apr 24, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 166,786 | 7,703 | 1.09% | 0.97% | 208 | +16,028 | 10.63% | Q1 2026 | Apr 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 165,372 | 7,638 | 2.31% | 2.11% | 209 | +13,544 | 8.92% | Q1 2026 | Apr 22, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 163,980 | 7,574 | 2.72% | 2.68% | 210 | -1,768 | -1.07% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 163,206 | 7,538 | 0.01% | 0.01% | 211 | +37,831 | 30.17% | Q1 2026 | May 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 162,529 | 7,507 | 1.36% | 0.79% | 212 | -6,891 | -4.07% | Q1 2026 | Apr 21, 2026 |
| Centurion Wealth Management LLC | History | Added to | 162,024 | 7,483 | 1.69% | 1.62% | 213 | +2,961 | 1.86% | Q1 2026 | Apr 10, 2026 |
| Royal Fund Management, LLC | History | Reduced | 159,169 | 7,351 | 0.7% | 0.69% | 214 | -2,959 | -1.83% | Q1 2026 | May 19, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 157,855 | 7,291 | 0.6% | 0.74% | 215 | -32,634 | -17.13% | Q1 2026 | May 06, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 156,007 | 7,205 | 4.3% | 4.19% | 216 | -656 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 154,204 | 7,122 | 0.64% | 0.64% | 217 | +10,697 | 7.45% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 152,318 | 7,035 | 0.02% | — | 218 | +152,318 | New | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Added to | 152,297 | 7,034 | 0.79% | 0.23% | 219 | +109,672 | 257.3% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 151,163 | 6,982 | 1.21% | 0.82% | 220 | +53,455 | 54.71% | Q1 2026 | Apr 08, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 150,410 | 6,947 | 4.65% | 2.82% | 221 | +56,901 | 60.85% | Q1 2026 | Apr 21, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 149,223 | 6,892 | 5.73% | 5.55% | 222 | +5,926 | 4.14% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 146,234 | 6,805 | 0.33% | 0.32% | 223 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 143,675 | 6,636 | 0.15% | 0.14% | 224 | +5,259 | 3.8% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 143,299 | 6,618 | 0.14% | 0.15% | 225 | +1,033 | 0.73% | Q1 2026 | Apr 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 143,159 | 6,612 | 0.87% | 0.88% | 226 | +12,504 | 9.57% | Q1 2026 | May 11, 2026 |
| Randall & Associates Wealth Management | History | Added to | 143,071 | 6,608 | 4.45% | 4.55% | 227 | +1,980 | 1.4% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 142,691 | 6,590 | 0.18% | 0.16% | 228 | +9,202 | 6.89% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 141,811 | 6,550 | 1.01% | 0.42% | 229 | +84,979 | 149.53% | Q1 2026 | Apr 23, 2026 |
| Xena Financial Planning, LLC | History | Added to | 139,477 | 6,442 | 7.27% | 6.82% | 230 | +14,640 | 11.73% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 137,535 | 6,352 | 0.43% | 0.43% | 231 | +169 | 0.12% | Q1 2026 | May 21, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Reduced | 135,754 | 6,301 | 3.51% | 3.8% | 232 | -50 | -0.04% | Q1 2026 | Apr 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 134,011 | 6,189 | 3.6% | 4.89% | 233 | -35,453 | -20.92% | Q1 2026 | Apr 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 131,069 | 6,054 | 1.12% | — | 234 | +131,069 | New | Q1 2026 | Apr 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 130,615 | 6,033 | 3.64% | 3.34% | 235 | -267 | -0.2% | Q1 2026 | May 15, 2026 |
| J.M. Arbour, LLC | History | Added to | 130,302 | 6,018 | 5.78% | 5.7% | 236 | +7,615 | 6.21% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 130,124 | 6,010 | 0.87% | 0.77% | 237 | +19,365 | 17.48% | Q1 2026 | Apr 21, 2026 |
| Daviman Financial, LLC | History | Added to | 129,822 | 5,996 | 3.55% | 3.41% | 238 | +4,920 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 129,617 | 5,986 | 0.92% | 0.94% | 239 | +2,853 | 2.25% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 128,675 | 5,943 | 0.13% | 0.3% | 240 | -174,590 | -57.57% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 128,026 | 5,913 | 0.03% | 0.02% | 241 | +52,053 | 68.52% | Q1 2026 | May 08, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 127,618 | 5,894 | 2.2% | 2.15% | 242 | +6,686 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 127,214 | 5,876 | 0.08% | 0.17% | 243 | -123,813 | -49.32% | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 127,073 | 5,869 | 1.14% | 1.2% | 244 | +15,679 | 14.08% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 126,653 | 5,838 | 0.37% | 0.27% | 245 | +2,910 | 2.35% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 123,487 | 5,747 | 0.19% | 0.19% | 246 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 124,072 | 5,730 | 5.69% | 5.29% | 247 | +10,334 | 9.09% | Q1 2026 | Apr 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 121,551 | 5,614 | 4.25% | 3.09% | 248 | +41,845 | 52.5% | Q1 2026 | Apr 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 120,199 | 5,552 | 2.18% | 2.06% | 249 | +11,262 | 10.34% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 116,361 | 5,304 | 3.56% | — | 250 | +116,361 | New | Q1 2026 | May 13, 2026 |
| Shira Ridge Wealth Management | History | Added to | 114,812 | 5,303 | 2.1% | 1.84% | 251 | +16,574 | 16.87% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 111,419 | 5,185 | 0.03% | 0.02% | 252 | +35,828 | 47.4% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 111,868 | 5,167 | 0.09% | 0.1% | 253 | -3,557 | -3.08% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 109,921 | 5,086 | 0.79% | 0.75% | 254 | +4,579 | 4.35% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 110,028 | 5,082 | 0.39% | 0.31% | 255 | +29,495 | 36.62% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 108,788 | 5,063 | 0.89% | 0.89% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 104,853 | 4,843 | 0.01% | 0.01% | 257 | +48,549 | 86.23% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Added to | 104,718 | 4,836 | 1.29% | 1.15% | 258 | +26,447 | 33.79% | Q1 2026 | Apr 24, 2026 |
| Park Place Capital Corp | History | Added to | 104,054 | 4,806 | 0.96% | 0.91% | 259 | +10,228 | 10.9% | Q1 2026 | Apr 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 103,947 | 4,801 | 2.11% | 2.29% | 260 | -4,210 | -3.89% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Reduced | 103,610 | 4,785 | 1.37% | 1.4% | 261 | -4,111 | -3.82% | Q1 2026 | Apr 24, 2026 |
| Continuum Advisory, LLC | History | Added to | 102,826 | 4,749 | 0.46% | 0.45% | 262 | +5,533 | 5.69% | Q1 2026 | Apr 22, 2026 |
| Concorde Asset Management, LLC | History | Added to | 102,539 | 4,736 | 2.32% | 1.89% | 263 | +1,246 | 1.23% | Q1 2026 | Jun 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 101,243 | 4,676 | 0.26% | 0.0% | 264 | +100,643 | 16773.83% | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Reduced | 100,367 | 4,635 | 0.0% | 0.0% | 265 | -16,987 | -14.48% | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Added to | 96,144 | 4,440 | 1.52% | 1.42% | 266 | +9,149 | 10.52% | Q1 2026 | Apr 22, 2026 |
| Chatterton & Associates Inc. | History | Added to | 95,098 | 4,405 | 3.09% | 2.76% | 267 | +25,781 | 37.19% | Q1 2026 | Apr 20, 2026 |
| Redwood Investment Management, LLC | History | Added to | 94,878 | 4,382 | 0.54% | 0.45% | 268 | +8,229 | 9.5% | Q1 2026 | Jun 23, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 92,725 | 4,282 | 0.19% | 0.24% | 269 | -23,920 | -20.51% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,386 | 4,267 | 0.0% | 0.0% | 270 | +24,703 | 36.5% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 91,364 | 4,220 | 0.3% | 0.3% | 271 | +2,225 | 2.5% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 90,553 | 4,182 | 0.01% | 0.01% | 272 | -9,559 | -9.55% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 89,575 | 4,137 | 1.39% | 1.25% | 273 | +8,989 | 11.15% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 89,554 | 4,136 | 1.28% | 0.81% | 274 | +35,282 | 65.01% | Q1 2026 | Apr 20, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 89,293 | 4,124 | 1.45% | 1.33% | 275 | +4,636 | 5.48% | Q1 2026 | May 05, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 88,999 | 4,110 | 1.25% | 1.26% | 276 | +3,265 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,945 | 4,108 | 0.07% | 0.01% | 277 | +78,448 | 747.34% | Q1 2026 | Apr 14, 2026 |
| Renasant Bank | History | Added to | 87,866 | 4,058 | 2.87% | 2.48% | 278 | +9,248 | 11.76% | Q1 2026 | Apr 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 86,315 | 3,986 | 0.31% | 0.3% | 279 | +1,123 | 1.32% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 86,259 | 3,984 | 0.01% | 0.03% | 280 | -270,299 | -75.81% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 85,101 | 3,930 | 0.55% | 0.55% | 281 | -238 | -0.28% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 85,010 | 3,926 | 0.13% | 0.12% | 282 | +9,734 | 12.93% | Q1 2026 | Apr 07, 2026 |
| Two West Capital Advisors LLC | History | Added to | 84,921 | 3,918 | 2.08% | 1.82% | 283 | +17,648 | 26.23% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | Added to | 82,755 | 3,822 | 0.98% | 0.99% | 284 | +3,021 | 3.79% | Q1 2026 | Apr 08, 2026 |
| ASL Financial, LLC | History | Added to | 82,188 | 3,796 | 3.03% | 2.72% | 285 | +7,773 | 10.45% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 81,959 | 3,785 | 0.03% | 0.03% | 286 | +7,104 | 9.49% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 81,687 | 3,773 | 0.62% | 0.63% | 287 | -3,661 | -4.29% | Q1 2026 | Apr 16, 2026 |
| Life Planning Partners, Inc | History | Reduced | 81,398 | 3,759 | 2.87% | 2.91% | 288 | -191 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Pines Wealth Management, LLC | History | Added to | 81,340 | 3,757 | 1.22% | 1.07% | 289 | +10,299 | 14.5% | Q1 2026 | Apr 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 81,159 | 3,748 | 1.18% | 1.21% | 290 | -2,690 | -3.21% | Q1 2026 | Apr 16, 2026 |
| TMB Capital Partners, LLC | History | Added to | 80,238 | 3,706 | 1.25% | 1.25% | 291 | +1,519 | 1.93% | Q1 2026 | May 08, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 80,066 | 3,698 | 1.33% | — | 292 | +80,066 | New | Q1 2026 | Apr 14, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 79,421 | 3,668 | 1.75% | 1.83% | 293 | -304 | -0.38% | Q1 2026 | May 01, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 79,337 | 3,664 | 0.88% | 0.84% | 294 | +5,132 | 6.92% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 78,812 | 3,640 | 0.04% | 0.0% | 295 | +72,589 | 1166.46% | Q1 2026 | May 13, 2026 |
| Cassilly Financial Group LLC | History | Added to | 77,248 | 3,568 | 3.1% | 3.08% | 296 | +2,266 | 3.02% | Q1 2026 | Apr 10, 2026 |
| Saxony Capital Management, LLC | History | New | 77,079 | 3,560 | 2.07% | — | 297 | +77,079 | New | Q1 2026 | Apr 24, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 77,064 | 3,559 | 1.04% | 1.8% | 298 | -55,461 | -41.85% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 76,797 | 3,547 | 2.02% | 1.65% | 299 | -2,773,313 | -97.31% | Q1 2026 | May 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 75,959 | 3,508 | 0.58% | 0.53% | 300 | +6,080 | 8.7% | Q1 2026 | May 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 75,687 | 3,495 | 0.93% | 0.89% | 301 | +3,229 | 4.46% | Q1 2026 | Apr 16, 2026 |
| Sunesis Advisors, LLC | History | Added to | 75,024 | 3,465 | 1.57% | 1.53% | 302 | +2,547 | 3.51% | Q1 2026 | May 14, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 74,984 | 3,463 | 2.06% | 2.71% | 303 | -14,064 | -15.79% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 72,177 | 3,333 | 0.13% | 0.14% | 304 | +8,122 | 12.68% | Q1 2026 | Jun 18, 2026 |
| Range Financial Group LLC | History | Added to | 70,505 | 3,256 | 1.09% | 1.04% | 305 | +5,940 | 9.2% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 70,341 | 3,249 | 0.51% | 0.44% | 306 | +9,842 | 16.27% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 70,333 | 3,248 | 0.02% | — | 307 | +70,333 | New | Q1 2026 | Apr 30, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 69,737 | 3,221 | 1.07% | 0.91% | 308 | +16,051 | 29.9% | Q1 2026 | May 12, 2026 |
| Aspire Private Capital, LLC | History | Added to | 69,696 | 3,219 | 0.73% | 0.66% | 309 | +5,656 | 8.83% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 68,467 | 3,162 | 1.99% | 1.8% | 310 | +7,239 | 11.82% | Q1 2026 | Apr 07, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 68,220 | 3,151 | 1.66% | 1.71% | 311 | -4,057 | -5.61% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 67,916 | 3,137 | 0.02% | 0.02% | 312 | +5,287 | 8.44% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 67,596 | 3,122 | 0.28% | 0.35% | 313 | +2,918 | 4.51% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 67,127 | 3,100 | 0.23% | 0.2% | 314 | -2,968 | -4.23% | Q1 2026 | May 20, 2026 |
| CITIGROUP INC | History | Added to | 66,721 | 3,081 | 0.0% | 0.0% | 315 | +45,322 | 211.79% | Q1 2026 | May 11, 2026 |
| MONEYWISE, INC. | History | Reduced | 65,709 | 3,035 | 1.33% | 1.41% | 316 | -7,012 | -9.64% | Q1 2026 | Apr 27, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 65,476 | 3,024 | 1.32% | 1.4% | 317 | -4,292 | -6.15% | Q1 2026 | May 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 65,374 | 3,019 | 2.83% | 2.52% | 318 | +3,509 | 5.67% | Q1 2026 | May 08, 2026 |
| FC Advisory LLC | History | Reduced | 64,364 | 2,972 | 0.87% | 0.86% | 319 | -181 | -0.28% | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 64,052 | 2,952 | 0.14% | 0.13% | 320 | +3,631 | 6.01% | Q1 2026 | Apr 27, 2026 |
| Investment Advisory Group, LLC | History | Added to | 63,291 | 2,923 | 0.74% | 0.75% | 321 | +1,022 | 1.64% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 62,787 | 2,900 | 0.04% | 0.03% | 322 | +11,097 | 21.47% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 62,723 | 2,897 | 0.49% | 0.55% | 323 | -5,912 | -8.61% | Q1 2026 | May 08, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 62,713 | 2,896 | 1.07% | 0.75% | 324 | +17,078 | 37.42% | Q1 2026 | Apr 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 61,680 | 2,848 | 0.44% | 0.47% | 325 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 61,460 | 2,838 | 1.04% | 1.09% | 326 | -1,066 | -1.7% | Q1 2026 | Apr 09, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 61,337 | 2,833 | 1.19% | 1.35% | 327 | -174 | -0.28% | Q1 2026 | Apr 17, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 61,303 | 2,831 | 0.83% | 0.86% | 328 | +481 | 0.79% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 60,141 | 2,777 | 0.12% | — | 329 | +60,141 | New | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 59,318 | 2,739 | 0.38% | 0.29% | 330 | +16,667 | 39.08% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 59,160 | 2,732 | 0.09% | 0.06% | 331 | +4,839 | 8.91% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 58,955 | 2,723 | 0.11% | 0.11% | 332 | -4,319 | -6.83% | Q1 2026 | May 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 57,824 | 2,670 | 0.54% | 0.05% | 333 | +52,939 | 1083.71% | Q1 2026 | Apr 13, 2026 |
| Capital Square, LLC | History | Added to | 56,905 | 2,640 | 1.22% | 1.05% | 334 | +12,666 | 28.63% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 56,865 | 2,626 | 0.23% | 0.15% | 335 | +14,945 | 35.65% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 56,437 | 2,606 | 0.82% | 0.58% | 336 | +17,616 | 45.38% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 56,072 | 2,589 | 0.5% | 0.38% | 337 | +1,440 | 2.64% | Q1 2026 | Apr 29, 2026 |
| Targeted Financial Services LLC | History | Added to | 55,932 | 2,583 | 2.12% | 0.83% | 338 | +35,157 | 169.23% | Q1 2026 | Apr 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 55,628 | 2,569 | 0.33% | 1.91% | 339 | -278,373 | -83.34% | Q1 2026 | Apr 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 55,373 | 2,557 | 0.16% | 0.16% | 340 | -14 | -0.03% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 54,821 | 2,532 | 0.0% | 0.0% | 341 | -1,494 | -2.65% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 54,570 | 2,520 | 0.41% | 0.34% | 342 | +11,928 | 27.97% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 54,550 | 2,514 | 0.51% | 0.73% | 343 | +3,426 | 6.7% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 54,278 | 2,507 | 0.17% | 0.2% | 344 | +81 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Americana Partners, LLC | History | Added to | 53,638 | 2,477 | 0.06% | 0.06% | 345 | +3,570 | 7.13% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,653 | 2,473 | 0.09% | 0.08% | 346 | +7,057 | 15.15% | Q1 2026 | May 15, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 53,515 | 2,471 | 1.16% | 1.1% | 347 | -167 | -0.31% | Q1 2026 | Apr 27, 2026 |
| M1 Capital Management LLC | History | Reduced | 52,603 | 2,429 | 1.12% | 1.33% | 348 | -16,131 | -23.47% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 51,955 | 2,399 | 0.16% | 0.14% | 349 | +6,323 | 13.86% | Q1 2026 | Apr 15, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 51,822 | 2,393 | 0.37% | 0.39% | 350 | -632 | -1.2% | Q1 2026 | May 06, 2026 |
| Archer Investment Management, LLC | History | Added to | 51,689 | 2,387 | 1.0% | 0.97% | 351 | +12,776 | 32.83% | Q1 2026 | Apr 08, 2026 |
| WealthPoint Financial, LLC | History | Added to | 51,581 | 2,382 | 1.99% | 2.02% | 352 | +1,629 | 3.26% | Q1 2026 | Jun 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 51,496 | 2,378 | 0.03% | 0.03% | 353 | +16,569 | 47.44% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Added to | 51,419 | 2,375 | 0.08% | 0.06% | 354 | +16,065 | 45.44% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 51,317 | 2,370 | 0.01% | 0.01% | 355 | +7,899 | 18.19% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 50,977 | 2,354 | 0.41% | 0.4% | 356 | +1,501 | 3.03% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | Reduced | 50,711 | 2,342 | 0.67% | 0.75% | 357 | -9,585 | -15.9% | Q1 2026 | May 07, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 50,111 | 2,314 | 2.61% | 2.53% | 358 | +1,022 | 2.08% | Q1 2026 | Apr 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 49,945 | 2,306 | 0.77% | 0.6% | 359 | +8,338 | 20.04% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 49,775 | 2,299 | 0.05% | 0.05% | 360 | +5,010 | 11.19% | Q1 2026 | May 04, 2026 |
| Madson Wealth Advisors Inc | History | New | 49,442 | 2,283 | 1.9% | — | 361 | +49,442 | New | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 48,797 | 2,253 | 0.2% | 0.2% | 362 | +183 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 48,736 | 2,251 | 0.06% | 0.06% | 363 | +1,733 | 3.69% | Q1 2026 | May 04, 2026 |
| Columbus Macro, LLC | History | Added to | 48,731 | 2,250 | 0.24% | 0.25% | 364 | +105 | 0.22% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 48,393 | 2,235 | 0.05% | 0.03% | 365 | +16,933 | 53.82% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,347 | 2,228 | 0.36% | 0.34% | 366 | +6,529 | 15.61% | Q1 2026 | Apr 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 47,767 | 2,204 | 0.15% | 0.15% | 367 | +1,810 | 3.94% | Q1 2026 | May 12, 2026 |
| Dentgroup LLC | History | No change | 47,129 | 2,193 | 1.51% | 1.51% | 368 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 46,967 | 2,169 | 0.43% | 0.39% | 369 | +11,612 | 32.84% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 46,405 | 2,143 | 0.11% | 0.1% | 370 | +5,988 | 14.82% | Q1 2026 | Apr 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 45,770 | 2,130 | 1.35% | 1.35% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| W ADVISORS, LLC | History | Added to | 45,639 | 2,108 | 1.08% | 0.98% | 372 | +3,573 | 8.49% | Q1 2026 | Apr 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 45,216 | 2,088 | 0.17% | 0.19% | 373 | +2,117 | 4.91% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 45,037 | 2,080 | 0.53% | 0.54% | 374 | +2,340 | 5.48% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 44,926 | 2,075 | 0.15% | 0.14% | 375 | +3,400 | 8.19% | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 44,652 | 2,062 | 0.16% | 0.15% | 376 | +4,226 | 10.45% | Q1 2026 | May 13, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 44,040 | 2,049 | 1.15% | 1.15% | 377 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 44,000 | 2,032 | 1.13% | 1.59% | 378 | -2,000 | -4.35% | Q1 2026 | May 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 43,832 | 2,024 | 0.89% | 0.94% | 379 | -314 | -0.71% | Q1 2026 | May 27, 2026 |
| Hoese & Co LLP | History | Reduced | 43,259 | 1,997 | 1.48% | 2.04% | 380 | -18,184 | -29.59% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 43,118 | 1,991 | 0.11% | 0.11% | 381 | +2,175 | 5.31% | Q1 2026 | Apr 09, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 43,092 | 1,990 | 0.46% | 0.41% | 382 | +4,218 | 10.85% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 42,897 | 1,981 | 0.17% | 0.13% | 383 | +10,180 | 31.12% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 42,337 | 1,955 | 0.16% | 0.06% | 384 | +27,983 | 194.95% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 42,136 | 1,946 | 0.08% | 0.07% | 385 | +4,239 | 11.19% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 41,864 | 1,931 | 0.1% | 0.09% | 386 | -1,006 | -2.35% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 41,658 | 1,924 | 0.09% | 0.08% | 387 | +3,194 | 8.3% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 41,697 | 1,916 | 0.05% | 0.01% | 388 | +36,956 | 779.5% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 41,313 | 1,908 | 0.24% | 0.12% | 389 | +19,400 | 88.53% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | New | 41,166 | 1,901 | 0.04% | — | 390 | +41,166 | New | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Added to | 39,105 | 1,806 | 0.46% | 0.46% | 391 | +75 | 0.19% | Q1 2026 | Apr 08, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 38,828 | 1,793 | 0.88% | 0.82% | 392 | +4,609 | 13.47% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 38,778 | 1,791 | 0.02% | 0.02% | 393 | +5,551 | 16.71% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 38,152 | 1,762 | 0.03% | 0.05% | 394 | -17,862 | -31.89% | Q1 2026 | Jun 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 37,254 | 1,720 | 0.1% | 0.1% | 395 | +1,931 | 5.47% | Q1 2026 | Apr 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 37,073 | 1,712 | 0.18% | 0.16% | 396 | +5,577 | 17.71% | Q1 2026 | May 11, 2026 |
| VestGen Investment Management | History | Added to | 37,042 | 1,710 | 0.94% | 0.95% | 397 | +257 | 0.7% | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 36,148 | 1,669 | 0.6% | 0.82% | 398 | +1,179 | 3.37% | Q1 2026 | May 12, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 35,764 | 1,651 | 1.63% | 1.32% | 399 | +6,732 | 23.19% | Q1 2026 | Apr 28, 2026 |
| Cooper Financial Group | History | Reduced | 35,498 | 1,639 | 0.17% | 0.2% | 400 | -4,576 | -11.42% | Q1 2026 | Apr 07, 2026 |
| LCW Services, LLC | History | Reduced | 35,276 | 1,629 | 0.81% | 1.69% | 401 | -32,742 | -48.14% | Q1 2026 | Apr 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 35,027 | 1,617 | 1.25% | 1.07% | 402 | +6,401 | 22.36% | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | New | 34,429 | 1,595 | 0.79% | — | 403 | +34,429 | New | Q1 2026 | Apr 13, 2026 |
| CAP Partners, LLC | History | Reduced | 33,952 | 1,568 | 0.89% | 0.9% | 404 | -245 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 33,781 | 1,560 | 0.01% | 0.02% | 405 | -3,063 | -8.31% | Q1 2026 | May 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 33,773 | 1,559 | 0.4% | 0.41% | 406 | +2,393 | 7.63% | Q1 2026 | May 06, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 33,688 | 1,556 | 0.85% | 0.81% | 407 | +2,019 | 6.38% | Q1 2026 | Apr 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 33,612 | 1,552 | 1.49% | 1.16% | 408 | +7,183 | 27.18% | Q1 2026 | May 06, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 33,189 | 1,532 | 0.76% | 0.83% | 409 | -1,528 | -4.4% | Q1 2026 | Apr 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 33,153 | 1,531 | 1.17% | 0.99% | 410 | +5,632 | 20.46% | Q1 2026 | Apr 16, 2026 |
| RDA Financial Network | History | Added to | 33,096 | 1,528 | 0.38% | 0.34% | 411 | +2,451 | 8.0% | Q1 2026 | Apr 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 32,673 | 1,509 | 0.02% | 0.02% | 412 | -702 | -2.1% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 32,687 | 1,509 | 1.0% | 1.03% | 413 | +10 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 32,422 | 1,497 | 0.04% | 0.04% | 414 | -1,374 | -4.07% | Q1 2026 | Apr 16, 2026 |
| Argent Advisors, Inc. | History | Reduced | 32,087 | 1,482 | 0.4% | 0.44% | 415 | -1,752 | -5.18% | Q1 2026 | Apr 24, 2026 |
| Old North State Trust, LLC | History | Reduced | 32,015 | 1,479 | 0.88% | 1.23% | 416 | -12,507 | -28.09% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 31,831 | 1,470 | 0.01% | 0.03% | 417 | -59,359 | -65.09% | Q1 2026 | May 11, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 31,511 | 1,455 | 0.64% | 0.72% | 418 | -4,868 | -13.38% | Q1 2026 | May 05, 2026 |
| FWG Investments, LLC. | History | Added to | 31,384 | 1,449 | 0.92% | 0.67% | 419 | +8,678 | 38.22% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 31,163 | 1,439 | 0.06% | 0.06% | 420 | -49 | -0.16% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 31,102 | 1,436 | 0.05% | 0.05% | 421 | -1,035 | -3.22% | Q1 2026 | May 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 30,930 | 1,428 | 0.4% | 0.39% | 422 | -400 | -1.28% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 30,884 | 1,426 | 0.08% | — | 423 | +30,884 | New | Q1 2026 | Apr 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 30,417 | 1,404 | 0.64% | 0.6% | 424 | +1,309 | 4.5% | Q1 2026 | Apr 27, 2026 |
| Foster Group, Inc. | History | Reduced | 30,137 | 1,392 | 0.04% | 0.04% | 425 | -53 | -0.18% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 30,131 | 1,391 | 0.01% | 0.01% | 426 | +15,650 | 108.07% | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 29,929 | 1,379 | 0.1% | 0.1% | 427 | -506 | -1.66% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 29,801 | 1,376 | 0.31% | 0.31% | 428 | +1,181 | 4.13% | Q1 2026 | Apr 27, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 29,677 | 1,370 | 1.18% | 0.93% | 429 | +5,935 | 25.0% | Q1 2026 | May 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 29,562 | 1,365 | 0.19% | 0.21% | 430 | -1,208 | -3.93% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 29,539 | 1,364 | 0.16% | 0.7% | 431 | -79,583 | -72.93% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 29,271 | 1,360 | 0.34% | 0.32% | 432 | +680 | 2.38% | Q1 2026 | Apr 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 29,230 | 1,349 | 0.33% | 0.34% | 433 | -234 | -0.79% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 29,073 | 1,342 | 0.0% | 0.08% | 434 | -1,473,827 | -98.07% | Q1 2026 | May 14, 2026 |
| Farrell Financial LLC | History | Reduced | 28,572 | 1,319 | 0.79% | 0.82% | 435 | -1,423 | -4.74% | Q1 2026 | Apr 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 27,938 | 1,290 | 0.27% | 0.27% | 436 | +696 | 2.55% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,923 | 1,289 | 0.06% | 0.05% | 437 | +3,594 | 14.77% | Q1 2026 | Apr 28, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 27,868 | 1,287 | 0.67% | 2.49% | 438 | -96,297 | -77.56% | Q1 2026 | Apr 21, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 27,233 | 1,257 | 0.65% | 0.64% | 439 | +625 | 2.35% | Q1 2026 | Apr 10, 2026 |
| NWAM LLC | History | Added to | 26,696 | 1,233 | 0.07% | 0.06% | 440 | +4,955 | 22.79% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 26,503 | 1,224 | 0.07% | 0.08% | 441 | -2,993 | -10.15% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 26,435 | 1,221 | 0.37% | 0.29% | 442 | -2,366 | -8.21% | Q1 2026 | May 12, 2026 |
| Blue Capital, Inc. | History | Reduced | 26,087 | 1,204 | 0.79% | 0.91% | 443 | -1,230 | -4.5% | Q1 2026 | Apr 24, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 25,844 | 1,193 | 0.26% | 0.22% | 444 | +3,462 | 15.47% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,825 | 1,192 | 0.04% | 0.04% | 445 | +351 | 1.38% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 25,750 | 1,189 | 0.31% | 0.31% | 446 | +257 | 1.01% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 25,552 | 1,182 | 0.83% | 1.45% | 447 | +2,550 | 11.09% | Q1 2026 | Jul 01, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 25,493 | 1,177 | 0.01% | 0.01% | 448 | +606 | 2.44% | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 25,292 | 1,168 | 0.21% | 0.21% | 449 | +650 | 2.64% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 24,981 | 1,153 | 0.13% | 0.07% | 450 | +10,702 | 74.95% | Q1 2026 | Apr 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 24,900 | 1,150 | 0.05% | 0.05% | 451 | -422 | -1.67% | Q1 2026 | May 08, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 24,854 | 1,148 | 0.59% | 0.32% | 452 | +11,296 | 83.32% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 24,631 | 1,137 | 0.08% | 0.08% | 453 | -914 | -3.58% | Q1 2026 | Apr 16, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 24,554 | 1,134 | 0.13% | 0.14% | 454 | -215 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,421 | 1,128 | 0.01% | 0.01% | 455 | +946 | 4.03% | Q1 2026 | May 01, 2026 |
| Joule Financial, LLC | History | New | 24,260 | 1,120 | 0.33% | — | 456 | +24,260 | New | Q1 2026 | Apr 14, 2026 |
| RCW Management, LLC | History | Added to | 24,213 | 1,118 | 1.15% | 1.09% | 457 | +918 | 3.94% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 24,178 | 1,117 | 0.03% | 0.03% | 458 | +539 | 2.28% | Q1 2026 | Apr 21, 2026 |
| Asempa Wealth Advisors | History | Added to | 24,176 | 1,114 | 0.97% | 0.91% | 460 | +1,567 | 6.93% | Q1 2026 | Apr 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 24,130 | 1,114 | 0.66% | 0.65% | 459 | +1,235 | 5.39% | Q1 2026 | Apr 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 23,974 | 1,107 | 0.35% | 0.38% | 461 | +466 | 1.98% | Q1 2026 | Apr 15, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 23,884 | 1,103 | 0.88% | 0.2% | 463 | +18,349 | 331.51% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Added to | 23,886 | 1,103 | 0.49% | 0.46% | 462 | +1,939 | 8.83% | Q1 2026 | Apr 08, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 23,566 | 1,088 | 0.9% | 0.91% | 464 | +749 | 3.28% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 23,477 | 1,084 | 0.74% | 0.6% | 466 | +3,902 | 19.93% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Added to | 23,474 | 1,084 | 0.25% | 0.24% | 465 | +2,501 | 11.92% | Q1 2026 | Apr 22, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 23,411 | 1,081 | 0.53% | 0.56% | 467 | -453 | -1.9% | Q1 2026 | Apr 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 23,081 | 1,066 | 0.36% | 0.37% | 468 | +567 | 2.52% | Q1 2026 | Apr 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 22,910 | 1,058 | 0.66% | 0.34% | 469 | +500 | 2.23% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 22,827 | 1,054 | 0.11% | 0.12% | 470 | +24 | 0.11% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 22,501 | 1,039 | 0.13% | — | 471 | +22,501 | New | Q1 2026 | Apr 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 22,236 | 1,027 | 0.22% | 0.21% | 472 | +4,169 | 23.08% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 22,092 | 1,020 | 0.2% | — | 473 | +22,092 | New | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 22,071 | 1,019 | 0.35% | 0.37% | 474 | -609 | -2.69% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | Added to | 21,995 | 1,015 | 0.19% | 0.04% | 475 | +17,137 | 352.76% | Q1 2026 | May 07, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 21,798 | 1,006 | 0.33% | 0.14% | 476 | +13,053 | 149.26% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,392,517 | 1,005 | 0.04% | 0.14% | 477 | +3,298,042 | 3490.92% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 21,705 | 1,002 | 0.01% | 0.02% | 478 | -5,640 | -20.63% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | Added to | 21,506 | 993 | 0.19% | 0.17% | 479 | +3,285 | 18.03% | Q1 2026 | May 14, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 21,282 | 983 | 0.7% | 0.72% | 480 | -2,069 | -8.86% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,276 | 982 | 0.02% | 0.01% | 481 | +9,000 | 73.31% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 21,256 | 981 | 0.28% | 0.28% | 482 | +373 | 1.79% | Q1 2026 | May 06, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 21,138 | 979 | 0.12% | 0.11% | 483 | +3,819 | 22.05% | Q1 2026 | Apr 20, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 21,142 | 976 | 0.7% | 0.68% | 484 | +813 | 4.0% | Q1 2026 | May 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 21,052 | 972 | 0.93% | 0.77% | 485 | +3,708 | 21.38% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 21,057 | 972 | 0.13% | 0.14% | 486 | -333 | -1.56% | Q1 2026 | May 14, 2026 |
| Payne Capital LLC | History | No change | 21,054 | 972 | 0.89% | 1.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | Added to | 20,886 | 964 | 0.0% | 0.0% | 488 | +14,663 | 235.63% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 20,666 | 954 | 0.05% | 0.07% | 489 | -2,976 | -12.59% | Q1 2026 | Apr 29, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 20,578 | 950 | 0.21% | 0.22% | 490 | -107 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 20,437 | 944 | 0.83% | 0.86% | 491 | -362 | -1.74% | Q1 2026 | May 04, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 20,212 | 933 | 0.13% | 0.12% | 492 | +1,506 | 8.05% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 20,211 | 933 | 0.12% | 0.12% | 493 | +721 | 3.7% | Q1 2026 | May 04, 2026 |
| Quartz Partners, LLC | History | Reduced | 20,108 | 928 | 0.36% | 0.42% | 494 | -4,442 | -18.09% | Q1 2026 | May 05, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 19,900 | 919 | 0.23% | 0.22% | 495 | +1,457 | 7.9% | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | New | 19,885 | 918 | 0.01% | — | 497 | +19,885 | New | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | Reduced | 19,876 | 918 | 0.14% | 0.14% | 496 | -64 | -0.32% | Q1 2026 | Apr 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 19,818 | 915 | 0.33% | 0.33% | 498 | +74 | 0.37% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 19,393 | 895 | 0.06% | 0.06% | 499 | +19,346 | 41161.7% | Q1 2026 | Apr 28, 2026 |
| Elevation Wealth Management LLC | History | Added to | 19,363 | 894 | 0.82% | 0.86% | 500 | +97 | 0.5% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,202 | 886 | 0.01% | 0.01% | 501 | +3,891 | 25.41% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 19,160 | 885 | 0.0% | 0.01% | 502 | -7,893 | -29.18% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | New | 18,876 | 871 | 0.1% | — | 504 | +18,876 | New | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 18,854 | 871 | 0.1% | 0.11% | 503 | +439 | 2.38% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 18,795 | 868 | 0.09% | 0.1% | 505 | -1,964 | -9.46% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,788 | 867 | 0.03% | 0.04% | 506 | -2,298 | -10.9% | Q1 2026 | Apr 20, 2026 |
| Wealth Group Ltd | History | Reduced | 18,756 | 866 | 0.2% | 0.2% | 507 | -778 | -3.98% | Q1 2026 | Apr 10, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 18,667 | 862 | 0.07% | 0.07% | 508 | +402 | 2.2% | Q1 2026 | May 15, 2026 |
| Essential Planning, LLC. | History | No change | 18,663 | 862 | 0.27% | 0.28% | 509 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 18,345 | 847 | 0.06% | 0.06% | 510 | +1,448 | 8.57% | Q1 2026 | Apr 22, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 18,304 | 845 | 0.25% | 0.25% | 511 | +119 | 0.65% | Q1 2026 | Apr 02, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 17,798 | 822 | 1.48% | 1.06% | 512 | +5,953 | 50.26% | Q1 2026 | Apr 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 17,543 | 810 | 0.37% | 0.15% | 513 | +10,647 | 154.39% | Q1 2026 | Apr 10, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 17,430 | 805 | 0.84% | 0.75% | 514 | +1,867 | 12.0% | Q1 2026 | Apr 23, 2026 |
| Vantus Wealth LLC | History | No change | 17,131 | 797 | 0.59% | 0.59% | 515 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Added to | 16,839 | 777 | 0.02% | 0.02% | 516 | +2,819 | 20.11% | Q1 2026 | May 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 16,690 | 771 | 0.05% | 0.05% | 517 | +10 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Lansing Street Advisors | History | Added to | 16,686 | 770 | 0.19% | 0.19% | 518 | +902 | 5.71% | Q1 2026 | Apr 28, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 16,448 | 759 | 0.18% | 0.18% | 519 | +277 | 1.71% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,337 | 754 | 0.01% | 0.01% | 520 | +5,398 | 49.35% | Q1 2026 | Apr 23, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 16,296 | 752 | 0.03% | 0.03% | 521 | +800 | 5.16% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Added to | 16,251 | 750 | 0.03% | 0.03% | 522 | +75 | 0.46% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 16,115 | 744 | 0.03% | 0.05% | 523 | -3,000 | -15.69% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,890 | 733 | 0.03% | 0.03% | 524 | -3,665 | -18.74% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 15,890 | 733 | 0.1% | 0.13% | 525 | -3,665 | -18.74% | Q1 2026 | Apr 28, 2026 |
| Keenan, LLC | History | Reduced | 15,763 | 728 | 0.61% | 1.06% | 526 | -10,205 | -39.3% | Q1 2026 | Apr 22, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 15,618 | 721 | 1.61% | 1.61% | 527 | +135 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,504 | 716 | 0.09% | 0.08% | 528 | +1,326 | 9.35% | Q1 2026 | May 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 15,468 | 714 | 0.03% | 0.02% | 529 | +4,114 | 36.23% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 15,309 | 707 | 0.24% | 0.24% | 531 | +1,113 | 7.84% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | Added to | 15,309 | 707 | 0.0% | 0.0% | 530 | +808 | 5.57% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 15,048 | 700 | 0.14% | 0.14% | 532 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 15,122 | 698 | 0.03% | 0.03% | 533 | +3,364 | 28.61% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 15,095 | 697 | 0.02% | 0.02% | 535 | -1,981 | -11.6% | Q1 2026 | May 15, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 15,091 | 697 | 0.52% | 0.53% | 534 | -470 | -3.02% | Q1 2026 | Apr 22, 2026 |
| DAVIDSON TRUST CO | History | No change | 15,071 | 696 | 0.3% | 0.29% | 536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 14,378 | 664 | 0.03% | 0.04% | 537 | -54 | -0.37% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,241 | 657 | 0.03% | 0.03% | 538 | +595 | 4.36% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,222 | 655 | 0.05% | 0.02% | 539 | +6,798 | 91.57% | Q1 2026 | May 01, 2026 |
| FLP Wealth Management, LLC | History | Added to | 13,998 | 646 | 1.33% | 1.45% | 540 | +798 | 6.05% | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 13,810 | 642 | 0.27% | 0.27% | 541 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 13,699 | 632 | 0.3% | 0.26% | 542 | +810 | 6.28% | Q1 2026 | May 14, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 13,523 | 624 | 0.1% | 0.1% | 543 | -94 | -0.69% | Q1 2026 | Apr 23, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 13,437 | 620 | 0.1% | 0.11% | 544 | -1,210 | -8.26% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,407 | 619 | 0.02% | 0.01% | 546 | +2,400 | 21.8% | Q1 2026 | Apr 28, 2026 |
| CFO4Life Group, LLC | History | Reduced | 13,418 | 619 | 0.09% | 0.09% | 545 | -169 | -1.24% | Q1 2026 | May 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 13,265 | 615 | 0.58% | 0.65% | 547 | -812 | -5.77% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 13,189 | 609 | 0.07% | 0.12% | 548 | -2,717 | -17.08% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,123 | 606 | 0.0% | 0.0% | 549 | +6,214 | 89.94% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 13,096 | 604 | 0.04% | 0.04% | 550 | +69 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Glenview Trust Co | History | New | 13,013 | 601 | 0.01% | — | 551 | +13,013 | New | Q1 2026 | May 08, 2026 |
| GatePass Capital, LLC | History | Reduced | 13,007 | 600 | 0.28% | 0.36% | 552 | -1,921 | -12.87% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 12,989 | 599 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | Added to | 12,863 | 594 | 0.33% | 0.32% | 554 | +4 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,786 | 590 | 0.02% | 0.02% | 555 | -1,063 | -7.68% | Q1 2026 | Apr 08, 2026 |
| Capital Advisor Network LLC | History | New | 12,692 | 586 | 0.69% | — | 557 | +12,692 | New | Q1 2026 | May 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 12,702 | 586 | 0.38% | 0.41% | 556 | -1,093 | -7.92% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 12,533 | 578 | 0.15% | 0.15% | 559 | +772 | 6.56% | Q1 2026 | May 11, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 12,534 | 578 | 0.47% | 0.4% | 558 | +86 | 0.69% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 12,331 | 569 | 0.0% | 0.0% | 560 | -102,788 | -89.29% | Q1 2026 | May 15, 2026 |
| Cadia Private Client LLC | History | No change | 12,322 | 569 | 0.46% | 0.45% | 561 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 12,293 | 567 | 0.45% | 0.43% | 562 | +617 | 5.28% | Q1 2026 | Apr 20, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 12,003 | 554 | 0.02% | 0.02% | 563 | +171 | 1.45% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 11,847 | 547 | 0.0% | 0.0% | 564 | +264 | 2.28% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 11,830 | 546 | 0.18% | 0.19% | 565 | -576 | -4.64% | Q1 2026 | May 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 11,795 | 544 | 0.14% | 0.15% | 566 | -519 | -4.21% | Q1 2026 | Apr 09, 2026 |
| Fulcrum Equity Management | History | Added to | 11,735 | 542 | 0.52% | 0.51% | 567 | +154 | 1.33% | Q1 2026 | Apr 02, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 11,677 | 539 | 0.39% | 0.4% | 568 | -57 | -0.49% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 11,562 | 534 | 0.12% | 0.1% | 570 | +1,864 | 19.22% | Q1 2026 | May 13, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 11,591 | 534 | 0.31% | 0.41% | 571 | -1,743 | -13.07% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 11,567 | 534 | 0.27% | 0.25% | 572 | +1,303 | 12.69% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,564 | 534 | 0.19% | 0.18% | 569 | -146 | -1.25% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,358 | 524 | 0.0% | 0.0% | 573 | -275 | -2.36% | Q1 2026 | May 13, 2026 |
| PUREfi Wealth, LLC | History | Added to | 11,110 | 513 | 0.34% | 0.24% | 574 | +4,336 | 64.01% | Q1 2026 | Apr 28, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 11,069 | 511 | 0.5% | 0.37% | 575 | +2,721 | 32.59% | Q1 2026 | Apr 21, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 11,039 | 509 | 0.29% | 0.29% | 576 | +194 | 1.79% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 10,893 | 503 | 0.06% | 0.06% | 577 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,882 | 502 | 0.03% | 0.03% | 578 | -39 | -0.36% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 10,735 | 495 | 0.29% | 1.32% | 579 | -39,801 | -78.76% | Q1 2026 | Apr 07, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 10,636 | 491 | 0.13% | 0.1% | 580 | +3,104 | 41.21% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 10,609 | 490 | 0.01% | 0.0% | 581 | +2,177 | 25.82% | Q1 2026 | May 01, 2026 |
| SFMG, LLC | History | Added to | 10,454 | 482 | 0.03% | 0.03% | 582 | +279 | 2.74% | Q1 2026 | May 12, 2026 |
| Western Financial Corp/CA | History | Reduced | 10,397 | 480 | 0.19% | 0.19% | 583 | -60 | -0.57% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,317 | 476 | 0.01% | 0.01% | 584 | -143 | -1.37% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,162 | 469 | 0.09% | 0.14% | 585 | -4,399 | -30.21% | Q1 2026 | May 01, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 10,175 | 469 | 0.4% | 0.57% | 586 | -2,849 | -21.88% | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | No change | 10,100 | 466 | 0.02% | 0.02% | 587 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 10,010 | 462 | 0.33% | 0.32% | 588 | -4 | -0.04% | Q1 2026 | Apr 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 9,989 | 461 | 0.13% | 0.05% | 589 | +7,459 | 294.82% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 9,989 | 461 | 0.13% | 0.15% | 590 | -402 | -3.87% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 9,750 | 450 | 0.11% | 0.12% | 591 | -497 | -4.85% | Q1 2026 | Apr 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 9,609 | 443 | 0.28% | — | 592 | +9,609 | New | Q1 2026 | Apr 14, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 9,509 | 438 | 0.14% | 0.05% | 593 | +3,313 | 53.47% | Q1 2026 | Apr 23, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 9,416 | 434 | 0.31% | 0.32% | 594 | +269 | 2.94% | Q1 2026 | Apr 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 9,358 | 432 | 0.32% | 0.36% | 595 | -43 | -0.46% | Q1 2026 | Apr 27, 2026 |
| New Republic Capital, LLC | History | Added to | 9,285 | 428 | 0.14% | 0.11% | 596 | +200 | 2.2% | Q1 2026 | May 01, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 9,225 | 426 | 0.35% | 0.37% | 597 | +10 | 0.11% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,012 | 416 | 0.02% | 0.02% | 598 | +126 | 1.42% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | New | 8,812 | 407 | 0.02% | — | 599 | +8,812 | New | Q1 2026 | May 08, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 8,700 | 401 | 0.27% | 0.27% | 600 | +167 | 1.96% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 8,675 | 400 | 0.01% | 0.01% | 601 | -1,476 | -14.54% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Added to | 8,575 | 396 | 0.03% | 0.03% | 603 | +1,235 | 16.83% | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | No change | 8,593 | 396 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 8,565 | 395 | 0.14% | — | 604 | +8,565 | New | Q1 2026 | Apr 16, 2026 |
| TFB Advisors LLC | History | Reduced | 8,539 | 394 | 0.21% | 0.14% | 605 | -2,348 | -21.57% | Q1 2026 | Apr 20, 2026 |
| Family Capital Trust Co | History | No change | 8,502 | 392 | 0.14% | 0.13% | 606 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,448 | 390 | 0.01% | 0.01% | 607 | -840 | -9.04% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 8,395 | 387 | 0.0% | — | 608 | +8,395 | New | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 8,370 | 386 | 0.05% | 0.04% | 609 | +131 | 1.59% | Q1 2026 | Apr 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,329 | 384 | 0.04% | 0.02% | 610 | +3,551 | 74.32% | Q1 2026 | Apr 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 7,908 | 383 | 0.31% | 0.19% | 611 | +2,793 | 54.6% | Q1 2026 | May 15, 2026 |
| CBM Financial, LLC | History | Added to | 8,241 | 383 | 0.24% | 0.24% | 612 | +640 | 8.42% | Q1 2026 | May 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 8,185 | 378 | 0.05% | 0.06% | 613 | +367 | 4.69% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,148 | 376 | 0.02% | 0.02% | 614 | -213 | -2.55% | Q1 2026 | May 18, 2026 |
| HOWE & RUSLING INC | History | Reduced | 8,029 | 370 | 0.02% | 0.03% | 615 | -300 | -3.6% | Q1 2026 | Apr 28, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 8,026 | 370 | 0.06% | 0.07% | 616 | +20 | 0.25% | Q1 2026 | Apr 30, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 7,816 | 362 | 0.04% | 0.05% | 617 | -724 | -8.48% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 7,829 | 361 | 0.02% | 0.02% | 618 | +54 | 0.69% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 7,798 | 360 | 0.0% | 0.0% | 619 | +2,640 | 51.18% | Q1 2026 | May 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 7,742 | 357 | 0.05% | 0.06% | 620 | +15 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Global Financial Private Client, LLC | History | Added to | 7,722 | 356 | 0.12% | 0.12% | 622 | +370 | 5.03% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 7,710 | 356 | 0.0% | 0.0% | 621 | +41 | 0.53% | Q1 2026 | May 12, 2026 |
| Next Level Private LLC | History | New | 7,705 | 355 | 0.08% | — | 623 | +7,705 | New | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,663 | 353 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 7,626 | 352 | 0.03% | 0.04% | 625 | -826 | -9.77% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,624 | 352 | 0.01% | 0.01% | 626 | +24 | 0.32% | Q1 2026 | May 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 7,613 | 351 | 0.05% | 0.05% | 627 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | New | 7,583 | 350 | 0.03% | — | 628 | +7,583 | New | Q1 2026 | May 07, 2026 |
| Plan Group Financial, LLC | History | New | 7,583 | 350 | 0.08% | — | 629 | +7,583 | New | Q1 2026 | Apr 13, 2026 |
| Centennial Advisors, LLC | History | Added to | 7,575 | 349 | 0.44% | 0.35% | 630 | +1,856 | 32.45% | Q1 2026 | Apr 21, 2026 |
| UNIQUE WEALTH, LLC | History | New | 7,533 | 347 | 0.05% | — | 631 | +7,533 | New | Q1 2026 | Apr 21, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 7,433 | 343 | 0.03% | 0.03% | 632 | +69 | 0.94% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | Reduced | 7,384 | 341 | 0.09% | 0.1% | 633 | -93 | -1.24% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Added to | 7,274 | 336 | 0.04% | 0.04% | 634 | +231 | 3.28% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,143 | 329 | 0.01% | 0.01% | 635 | +172 | 2.47% | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 7,052 | 325 | 0.1% | 0.1% | 636 | +32 | 0.46% | Q1 2026 | Apr 20, 2026 |
| Atwater Malick LLC | History | New | 7,033 | 324 | 0.09% | — | 639 | +7,033 | New | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 7,022 | 324 | 0.0% | 0.0% | 637 | -449 | -6.01% | Q1 2026 | May 05, 2026 |
| ETF Store, Inc. | History | Added to | 7,031 | 324 | 0.32% | 0.32% | 638 | +193 | 2.82% | Q1 2026 | Apr 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 7,005 | 323 | 0.19% | 0.18% | 640 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 6,977 | 322 | 0.17% | 0.15% | 641 | +1,123 | 19.18% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 6,976 | 322 | 0.3% | 0.29% | 642 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Orcam Financial Group | History | New | 6,943 | 320 | 0.23% | — | 643 | +6,943 | New | Q1 2026 | May 12, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 6,917 | 319 | 0.3% | 0.31% | 644 | +159 | 2.35% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 6,897 | 318 | 0.13% | 0.13% | 645 | +3 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 6,875 | 317 | 0.04% | 0.04% | 646 | +1,028 | 17.58% | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,833 | 315 | 0.0% | — | 648 | +6,833 | New | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,835 | 315 | 0.02% | 0.02% | 647 | +68 | 1.0% | Q1 2026 | Apr 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 6,786 | 313 | 0.06% | — | 649 | +6,786 | New | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,756 | 312 | 0.0% | 0.0% | 650 | +14 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,676 | 308 | 0.07% | 0.18% | 651 | -8,227 | -55.2% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,636 | 306 | 0.0% | 0.0% | 652 | +1,380 | 26.26% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,622 | 305 | 0.07% | 0.06% | 653 | +1,408 | 27.0% | Q1 2026 | Apr 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 6,610 | 305 | 0.23% | 0.25% | 654 | -785 | -10.62% | Q1 2026 | Apr 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 6,527 | 301 | 0.03% | 0.03% | 655 | +464 | 7.65% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | No change | 6,492 | 299 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | Added to | 6,436 | 297 | 0.13% | 0.06% | 657 | +1,768 | 37.87% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,436 | 297 | 0.16% | 0.15% | 658 | +723 | 12.66% | Q1 2026 | Apr 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,376 | 294 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 6,188 | 287 | 0.08% | — | 661 | +6,188 | New | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,231 | 287 | 0.0% | 0.0% | 660 | +1,390 | 28.71% | Q1 2026 | May 07, 2026 |
| Bellwether Advisors, LLC | History | Added to | 6,161 | 284 | 0.05% | 0.05% | 662 | +56 | 0.92% | Q1 2026 | May 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 6,127 | 283 | 0.08% | 0.12% | 664 | -2,878 | -31.96% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6,098 | 283 | 0.08% | 0.08% | 663 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 5,993 | 276 | 0.03% | 0.03% | 665 | +226 | 3.92% | Q1 2026 | Apr 30, 2026 |
| Town Capital LLC | History | Reduced | 5,915 | 273 | 0.22% | 1.03% | 667 | -21,088 | -78.1% | Q1 2026 | Jun 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,923 | 273 | 0.08% | 0.08% | 666 | +319 | 5.69% | Q1 2026 | Apr 22, 2026 |
| HORAN Wealth, LLC | History | No change | 5,882 | 273 | 0.03% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 5,898 | 272 | 0.19% | 0.31% | 669 | -771 | -11.56% | Q1 2026 | Apr 15, 2026 |
| Merited Wealth, LLC | History | Added to | 5,882 | 271 | 0.22% | 0.17% | 671 | +1,955 | 49.78% | Q1 2026 | Apr 24, 2026 |
| BDFS Capital LLC | History | Added to | 5,879 | 271 | 0.13% | 0.13% | 670 | +493 | 9.15% | Q1 2026 | Apr 15, 2026 |
| Sequent Planning LLC | History | Added to | 5,811 | 268 | 0.06% | 0.05% | 672 | +1,419 | 32.31% | Q1 2026 | Apr 21, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | New | 5,789 | 267 | 0.04% | — | 674 | +5,789 | New | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,792 | 267 | 0.02% | 0.02% | 673 | -103 | -1.75% | Q1 2026 | May 15, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 5,727 | 264 | 0.15% | 0.16% | 675 | +96 | 1.7% | Q1 2026 | Apr 22, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 5,699 | 263 | 0.03% | 0.03% | 676 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pointe Capital Management LLC | History | No change | 5,710 | 263 | 0.13% | 0.13% | 677 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,637 | 260 | 0.0% | — | 679 | +5,637 | New | Q1 2026 | May 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 5,642 | 260 | 0.08% | 0.08% | 678 | +107 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Winter & Associates, Inc. | History | Reduced | 5,590 | 257 | 0.22% | 0.25% | 680 | -249 | -4.26% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,550 | 256 | 0.0% | — | 681 | +5,549 | 554900.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,508 | 254 | 0.05% | 0.04% | 682 | +1,279 | 30.24% | Q1 2026 | May 11, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,491 | 253 | 0.13% | 0.13% | 684 | -305 | -5.26% | Q1 2026 | May 08, 2026 |
| Successful Portfolios LLC | History | No change | 5,491 | 253 | 0.14% | 0.13% | 683 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Reduced | 5,423 | 250 | 0.0% | 0.0% | 685 | -1,307 | -19.42% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | New | 5,402 | 249 | 0.13% | — | 686 | +5,402 | New | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,370 | 248 | 0.0% | 0.0% | 687 | +6 | 0.11% | Q1 2026 | May 11, 2026 |
| PSI Advisors, LLC | History | New | 5,353 | 247 | 0.06% | — | 688 | +5,353 | New | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | New | 5,321 | 245 | 0.01% | — | 689 | +5,321 | New | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 5,280 | 243 | 0.17% | 0.11% | 690 | +1,413 | 36.54% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,211 | 240 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 5,192 | 239 | 0.01% | — | 692 | +5,192 | New | Q1 2026 | Apr 23, 2026 |
| Brio Consultants, LLC | History | Reduced | 5,186 | 238 | 0.03% | 0.03% | 694 | -568 | -9.87% | Q1 2026 | May 06, 2026 |
| Atlas Brown,Inc. | History | Added to | 5,155 | 238 | 0.07% | 0.06% | 693 | +489 | 10.48% | Q1 2026 | Apr 17, 2026 |
| SMART Wealth LLC | History | New | 5,114 | 236 | 0.07% | — | 695 | +5,114 | New | Q1 2026 | Apr 23, 2026 |
| Members Trust Co | History | No change | 5,100 | 235 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,980 | 230 | 0.07% | 0.13% | 697 | -4,739 | -48.76% | Q1 2026 | Apr 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,988 | 230 | 0.09% | 0.09% | 698 | +268 | 5.68% | Q1 2026 | Apr 21, 2026 |
| Altiora Financial Group, LLC | History | No change | 4,964 | 229 | 0.04% | 0.04% | 699 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Added to | 4,952 | 228 | 0.15% | 0.11% | 700 | +2,445 | 97.53% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,877 | 225 | 0.01% | 0.01% | 701 | -70 | -1.41% | Q1 2026 | Apr 09, 2026 |
| United Community Bank | History | New | 4,866 | 224 | 0.07% | — | 703 | +4,866 | New | Q1 2026 | Apr 24, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 4,869 | 224 | 0.03% | 0.05% | 702 | -1,893 | -27.99% | Q1 2026 | Apr 24, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | New | 4,755 | 219 | 0.04% | — | 704 | +4,755 | New | Q1 2026 | Apr 14, 2026 |
| Avail Investment Partners, LLC | History | New | 4,684 | 216 | 0.23% | — | 707 | +4,684 | New | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 4,659 | 216 | 0.01% | 0.01% | 705 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investment Research Partners LLC | History | No change | 4,684 | 216 | 0.09% | 0.09% | 706 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 4,639 | 214 | 0.13% | — | 709 | +4,639 | New | Q1 2026 | Apr 23, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 4,650 | 214 | 0.0% | 0.0% | 708 | -4,298 | -48.03% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 4,629 | 213 | 0.0% | 0.03% | 710 | -23,930 | -83.79% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,608 | 211 | 0.02% | 0.03% | 711 | -674 | -12.76% | Q1 2026 | May 15, 2026 |
| Corsicana & Co. | History | Added to | 4,587 | 211 | 0.13% | 0.11% | 712 | +312 | 7.3% | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,589 | 211 | 0.04% | 0.04% | 713 | -203 | -4.24% | Q1 2026 | May 01, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 4,564 | 210 | 0.04% | 0.08% | 714 | -3,011 | -39.75% | Q1 2026 | May 14, 2026 |
| Capital Developers, LLC | History | No change | 4,538 | 209 | 0.19% | 0.19% | 715 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Citrine Capital LLC | History | New | 4,517 | 208 | 0.09% | — | 718 | +4,517 | New | Q1 2026 | Apr 21, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 4,516 | 208 | 0.13% | 0.15% | 716 | -605 | -11.81% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 4,504 | 208 | 0.14% | 0.14% | 717 | +79 | 1.79% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,476 | 206 | 0.01% | 0.01% | 719 | -254 | -5.37% | Q1 2026 | Apr 29, 2026 |
| Triton Financial Group Inc | History | New | 4,425 | 205 | 0.36% | — | 720 | +4,425 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 4,422 | 204 | 0.01% | 0.02% | 721 | -5,694 | -56.29% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 4,420 | 204 | 0.02% | 0.02% | 722 | +30 | 0.68% | Q1 2026 | Apr 16, 2026 |
| Serenity Investment Advisors | History | New | 4,439 | 203 | 0.1% | — | 723 | +4,439 | New | Q1 2026 | May 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,387 | 202 | 0.0% | 0.0% | 724 | -75 | -1.68% | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 4,366 | 201 | 0.04% | 0.04% | 725 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 4,341 | 200 | 0.02% | 0.03% | 727 | -408 | -8.59% | Q1 2026 | May 11, 2026 |
| Gilbert & Cook, Inc. | History | No change | 4,344 | 200 | 0.03% | 0.03% | 726 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,992 | 184 | 0.0% | 0.0% | 728 | +1,757 | 78.61% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | New | 3,928 | 181 | 0.06% | — | 729 | +3,928 | New | Q1 2026 | May 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 3,866 | 178 | 0.01% | 0.03% | 730 | -6,962 | -64.3% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,704 | 171 | 0.0% | 0.0% | 731 | +7 | 0.19% | Q1 2026 | May 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,266 | 150 | 0.13% | 0.13% | 732 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3,243 | 149 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,071 | 141 | 0.04% | 0.04% | 734 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 2,947 | 136 | 0.02% | 0.01% | 735 | +747 | 33.95% | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 2,895 | 133 | 0.12% | 0.12% | 736 | +78 | 2.77% | Q1 2026 | May 06, 2026 |
| Colonial Trust Co / SC | History | No change | 2,809 | 129 | 0.02% | 0.02% | 737 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Added to | 2,768 | 127 | 0.02% | 0.02% | 738 | +455 | 19.67% | Q1 2026 | Apr 24, 2026 |
| Finley Financial, LLC | History | No change | 2,700 | 124 | 0.06% | 0.06% | 739 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | No change | 2,675 | 123 | 0.01% | 0.01% | 740 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2,578 | 119 | 0.03% | 0.03% | 741 | +66 | 2.63% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,563 | 118 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,508 | 115 | 0.1% | 0.1% | 743 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,437 | 112 | 0.01% | 0.01% | 744 | -463 | -15.97% | Q1 2026 | May 12, 2026 |
| Wells Financial Advisors INC | History | Reduced | 2,420 | 111 | 0.5% | 0.37% | 745 | -1,800 | -42.65% | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,380 | 109 | 0.01% | 0.01% | 746 | +64 | 2.76% | Q1 2026 | May 12, 2026 |
| New Millennium Group LLC | History | No change | 2,344 | 109 | 0.05% | 0.05% | 747 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,199 | 101 | 0.01% | 0.01% | 748 | -115 | -4.97% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | New | 2,126 | 98 | 0.01% | — | 749 | +2,126 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,942 | 89 | 0.0% | — | 750 | +1,942 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,813 | 83 | 0.01% | 0.01% | 751 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,735 | 80 | 0.01% | 0.01% | 752 | -749 | -30.15% | Q1 2026 | Apr 09, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,732 | 80 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Northwest Capital Management Inc | History | No change | 1,710 | 79 | 0.34% | 0.34% | 754 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,702 | 78 | 0.0% | 0.0% | 755 | +673 | 65.4% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | New | 1,595 | 73 | 0.02% | — | 756 | +1,595 | New | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,495 | 69 | 0.04% | 0.04% | 757 | +77 | 5.43% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,498 | 69 | 0.07% | 0.07% | 758 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,474 | 68 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bravera Wealth | History | No change | 1,483 | 68 | 0.03% | 0.03% | 760 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 1,404 | 64 | 0.01% | 0.01% | 762 | +37 | 2.71% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 1,391 | 64 | 0.01% | 0.01% | 761 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SouthState Bank Corp | History | Reduced | 1,375 | 63 | 0.0% | 0.0% | 763 | -79 | -5.43% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,334 | 61 | 0.03% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,225 | 57 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Nemes Rush Group LLC | History | No change | 1,224 | 56 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,176 | 54 | 0.0% | 0.0% | 767 | +126 | 12.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,172 | 54 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 1,155 | 53 | 0.0% | 0.01% | 769 | -717 | -38.3% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,112 | 51 | 0.0% | 0.01% | 770 | -339 | -23.36% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 985 | 45 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Freedom, LLC | History | New | 966 | 44 | 0.02% | — | 772 | +966 | New | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 942 | 43 | 0.0% | 0.0% | 773 | -52 | -5.23% | Q1 2026 | Jun 09, 2026 |
| VANGUARD ADVISERS INC | History | New | 915 | 42 | 0.0% | — | 774 | +915 | New | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | New | 911 | 42 | 0.04% | — | 775 | +911 | New | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | No change | 870 | 40 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 808 | 37 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 793 | 36 | 0.0% | — | 779 | +793 | New | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 797 | 36 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 767 | 35 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Collier Financial | History | Added to | 697 | 32 | 0.02% | 0.02% | 781 | +6 | 0.87% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 686 | 31 | 0.02% | 0.03% | 782 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 676 | 31 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | Added to | 633 | 29 | 0.01% | 0.01% | 785 | +5 | 0.8% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 649 | 29 | 0.0% | 0.0% | 784 | -1 | -0.15% | Q1 2026 | Apr 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 607 | 28 | 0.0% | — | 787 | +607 | New | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 607 | 28 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 593 | 27 | 0.01% | — | 788 | +593 | New | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 565 | 26 | 0.02% | 0.02% | 789 | -85 | -13.08% | Q1 2026 | May 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 500 | 23 | 0.01% | — | 790 | +500 | New | Q1 2026 | Apr 28, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 485 | 22 | 0.01% | — | 793 | +485 | New | Q1 2026 | Apr 01, 2026 |
| Crewe Advisors LLC | History | No change | 491 | 22 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 489 | 22 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 444 | 20 | 0.0% | — | 795 | +444 | New | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 447 | 20 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 425 | 19 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 404 | 18 | 0.01% | 0.01% | 797 | -37 | -8.39% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 372 | 17 | 0.0% | 0.0% | 799 | +49 | 15.17% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 373 | 17 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 350 | 16 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| YANKCOM Partnership | History | No change | 353 | 16 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Robinswood Financial LLC | History | New | 339 | 15 | 0.0% | — | 806 | +339 | New | Q1 2026 | Jul 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 331 | 15 | 0.01% | — | 805 | +331 | New | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 337 | 15 | 0.01% | 0.01% | 802 | -21 | -5.87% | Q1 2026 | Apr 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 334 | 15 | 0.01% | 0.01% | 803 | -1 | -0.3% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 338 | 15 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | New | 319 | 14 | 0.0% | — | 809 | +319 | New | Q1 2026 | Apr 29, 2026 |
| Financial Perspectives, Inc | History | Added to | 307 | 14 | 0.0% | 0.0% | 808 | +2 | 0.66% | Q1 2026 | May 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 312 | 14 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Provident Wealth Management, LLC | History | No change | 291 | 13 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | Added to | 275 | 12 | 0.0% | 0.0% | 811 | +1 | 0.36% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | No change | 245 | 11 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 235 | 10 | 0.0% | 0.0% | 814 | +82 | 53.59% | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 222 | 10 | 0.01% | 0.01% | 815 | +9 | 4.23% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | No change | 233 | 10 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 207 | 9 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 192 | 8 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stephens Consulting, LLC | History | No change | 182 | 8 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Caldwell Trust Co | History | No change | 184 | 8 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 175 | 8 | 0.01% | 0.01% | 820 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | New | 153 | 7 | 0.0% | — | 821 | +153 | New | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | New | 150 | 6 | 0.0% | — | 828 | +150 | New | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | New | 146 | 6 | 0.0% | — | 827 | +146 | New | Q1 2026 | May 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 137 | 6 | 0.0% | — | 829 | +137 | New | Q1 2026 | May 07, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 143 | 6 | 0.0% | 0.0% | 824 | -56 | -28.14% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | Reduced | 147 | 6 | 0.0% | 0.01% | 826 | -17 | -10.37% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | No change | 151 | 6 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 143 | 6 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Reduced | 122 | 5 | 0.0% | 0.0% | 831 | -7 | -5.43% | Q1 2026 | May 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 109 | 5 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 833 | +1 | 1.08% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Added to | 104 | 4 | 0.0% | 0.0% | 834 | +1 | 0.97% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 108 | 4 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Planning Project LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 70 | 3 | 0.0% | 0.0% | 841 | -220 | -75.86% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 50 | 2 | 0.0% | 0.0% | 842 | -318 | -86.41% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | New | 56 | 2 | 0.0% | — | 844 | +56 | New | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 45 | 2 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 846 | -166 | -93.26% | Q1 2026 | May 01, 2026 |
| Burk Holdings LLC | History | New | 38 | 1 | 0.0% | — | 850 | +38 | New | Q1 2026 | May 07, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 26 | 1 | 0.0% | — | 849 | +26 | New | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 40 | 1 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 40 | 1 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Imprint Wealth LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 2.1% | — | -458,281 | -100.0% | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 8.83% | — | -184,615 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -170,950 | -100.0% | Q1 2026 | May 01, 2026 |
| PFW Advisors LLC | History | Closed out | 0 | 0 | — | 1.82% | — | -129,289 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 2.44% | — | -108,075 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -74,825 | -100.0% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -44,201 | -100.0% | Q1 2026 | May 18, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.18% | — | -37,844 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -24,066 | -100.0% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,943 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,473 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,050 | -100.0% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -12,495 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,093 | -100.0% | Q1 2026 | May 12, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -10,635 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,145 | -100.0% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,962 | -100.0% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,923 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,375 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -9,256 | -100.0% | Q1 2026 | May 15, 2026 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.12% | — | -7,533 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,757 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -6,637 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,923 | -100.0% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,544 | -100.0% | Q1 2026 | May 15, 2026 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.07% | — | -5,414 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,285 | -100.0% | Q1 2026 | May 06, 2026 |
| Second Line Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,178 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -5,138 | -100.0% | Q1 2026 | May 04, 2026 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,062 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,728 | -100.0% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,654 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,506 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,450 | -100.0% | Q1 2026 | May 11, 2026 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,408 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,346 | -100.0% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -4,317 | -100.0% | Q1 2026 | May 01, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.11% | — | -4,307 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,603 | -100.0% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,625 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,110 | -100.0% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -907 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -700 | -100.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -477 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -263 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -218 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q1 2026 | May 11, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -203 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 21, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 12, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 04, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |