iSHARES TRUST - IUSG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,774,558 | 8,185,861 | 0.6% | 0.53% | 1 | +9,267,343 | 21.3% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,545,035 | 2,256,080 | 0.14% | 0.14% | 2 | +539,678 | 3.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 14,379,337 | 2,230,378 | 0.59% | 0.65% | 3 | +154,735 | 1.09% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,741,171 | 1,013,694 | 0.49% | 0.55% | 4 | +1,385,485 | 25.87% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,868,030 | 444,860 | 0.12% | 0.11% | 5 | +564,281 | 24.49% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,954,232 | 303,120 | 2.25% | 2.19% | 6 | +327,780 | 20.15% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,867,421 | 289,655 | 3.31% | 3.55% | 7 | -3,221 | -0.17% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,574,489 | 234,756 | 0.02% | 0.02% | 8 | -46,882 | -2.89% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,428,813 | 221,623 | 0.07% | 0.08% | 9 | -23,833 | -1.64% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,367,788 | 212,157 | 0.03% | 0.03% | 10 | +169,547 | 14.15% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,346,436 | 208,846 | 0.29% | 0.22% | 11 | +406,963 | 43.32% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,220,118 | 189,253 | 0.03% | 0.03% | 12 | +145,703 | 13.56% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,133,813 | 175,865 | 3.03% | 4.65% | 13 | +2,005 | 0.18% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,132,394 | 175,645 | 0.03% | 0.04% | 14 | -27,438 | -2.37% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,114,250 | 172,831 | 0.1% | 0.09% | 15 | +108,893 | 10.83% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 813,996 | 126,258 | 2.19% | 2.35% | 16 | +40,694 | 5.26% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 787,337 | 122,128 | 1.21% | 1.32% | 17 | +75,155 | 10.55% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 776,775 | 120,485 | 0.17% | 0.24% | 18 | -274,460 | -26.11% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 696,328 | 108,007 | 0.01% | 0.01% | 19 | +9,929 | 1.45% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 638,079 | 98,972 | 0.11% | 0.11% | 20 | +22,484 | 3.65% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 496,636 | 77,034 | 5.81% | 6.09% | 21 | +30,249 | 6.49% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 478,278 | 74,185 | 0.21% | 0.19% | 22 | +58,584 | 13.96% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 465,118 | 72,144 | 0.08% | 0.11% | 23 | -106,803 | -18.67% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 449,559 | 69,731 | 0.97% | 1.05% | 24 | -17,693 | -3.79% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 443,651 | 68,911 | 0.1% | 0.07% | 25 | +122,712 | 38.24% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 431,049 | 66,859 | 0.27% | 0.3% | 26 | -773 | -0.18% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 410,554 | 63,681 | 10.16% | 12.3% | 27 | +9,295 | 2.32% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 393,461 | 61,041 | 0.01% | 0.02% | 28 | -67,180 | -14.58% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 378,854 | 58,802 | 0.09% | 0.1% | 29 | -19,656 | -4.93% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 352,325 | 54,649 | 0.65% | 0.67% | 30 | +5,165 | 1.49% | Q1 2026 | May 06, 2026 |
| Legacy Financial Group LLC | History | Added to | 340,350 | 52,791 | 6.64% | 6.87% | 31 | +1,799 | 0.53% | Q1 2026 | May 04, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 339,219 | 52,616 | 13.88% | 14.68% | 32 | +4,691 | 1.4% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 338,734 | 52,541 | 3.43% | 3.58% | 33 | +16,137 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 336,216 | 52,150 | 18.86% | 20.5% | 34 | +11,097 | 3.41% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 331,001 | 51,341 | 6.78% | 7.69% | 35 | -22,246 | -6.3% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 282,672 | 43,845 | 3.1% | — | 36 | +282,672 | New | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 281,945 | 43,732 | 2.84% | 2.7% | 37 | +37,598 | 15.39% | Q1 2026 | Apr 10, 2026 |
| Curi Capital, LLC | History | Added to | 280,491 | 43,506 | 0.77% | 0.63% | 38 | +64,720 | 29.99% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 273,494 | 42,421 | 9.14% | 9.83% | 39 | +6,030 | 2.25% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 248,081 | 41,662 | 0.27% | 0.32% | 40 | -28,352 | -10.26% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 265,733 | 41,217 | 0.64% | 0.67% | 41 | +37,014 | 16.18% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 254,203 | 39,429 | 0.58% | 0.8% | 42 | -52,654 | -17.16% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 253,457 | 39,313 | 0.02% | 0.03% | 43 | -34,924 | -12.11% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 228,607 | 38,392 | 0.01% | 0.01% | 44 | -7,206 | -3.06% | Q1 2026 | May 15, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 242,473 | 37,609 | 11.29% | 14.21% | 45 | -31,936 | -11.64% | Q1 2026 | Apr 21, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 241,251 | 37,420 | 22.42% | 20.12% | 46 | +2,674 | 1.12% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 239,000 | 37,071 | 0.03% | — | 47 | +239,000 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 237,052 | 36,769 | 0.41% | 0.23% | 48 | +127,820 | 117.02% | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Reduced | 228,208 | 35,397 | 12.65% | 12.61% | 49 | -26,968 | -10.57% | Q1 2026 | Apr 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 214,919 | 33,336 | 7.11% | 7.28% | 50 | +14,153 | 7.05% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 214,860 | 33,326 | 0.13% | 0.15% | 51 | -9,146 | -4.08% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 212,909 | 33,024 | 0.15% | 0.17% | 52 | +1,673 | 0.79% | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Reduced | 203,649 | 31,588 | 0.33% | 0.37% | 53 | -2,057 | -1.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 198,787 | 30,833 | 0.59% | 0.64% | 54 | -5,880 | -2.87% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 198,319 | 30,761 | 6.14% | 6.98% | 55 | +288 | 0.15% | Q1 2026 | Apr 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 190,527 | 29,552 | 0.05% | 0.05% | 56 | +15,123 | 8.62% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 158,945 | 29,520 | 0.79% | 0.02% | 57 | +156,534 | 6492.49% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 188,165 | 29,186 | 3.01% | 3.37% | 58 | -4,469 | -2.32% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 187,859 | 29,138 | 0.35% | 0.41% | 59 | -10,757 | -5.42% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 185,642 | 28,795 | 0.07% | 0.1% | 60 | -44,124 | -19.2% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 182,447 | 28,326 | 0.03% | 0.03% | 61 | +1,605 | 0.89% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 173,544 | 26,918 | 7.64% | 8.5% | 62 | -2,581 | -1.47% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 170,474 | 26,443 | 0.16% | 0.12% | 63 | +52,377 | 44.35% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 166,724 | 25,861 | 0.79% | 1.72% | 64 | -176,853 | -51.47% | Q1 2026 | Apr 06, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 160,858 | 24,950 | 0.97% | 1.09% | 65 | -3,562 | -2.17% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 156,840 | 24,327 | 0.13% | 0.14% | 66 | +2,299 | 1.49% | Q1 2026 | May 05, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 156,556 | 24,283 | 8.73% | 8.92% | 67 | +3,182 | 2.07% | Q1 2026 | May 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 150,312 | 23,314 | 11.26% | 10.32% | 68 | +13,737 | 10.06% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 150,231 | 23,302 | 2.34% | 2.82% | 69 | -17,334 | -10.34% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 138,542 | 21,489 | 0.73% | 0.8% | 70 | -3,141 | -2.22% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 137,791 | 21,373 | 0.02% | 0.02% | 71 | -4,040 | -2.85% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 137,070 | 21,260 | 0.0% | 0.0% | 72 | -25,164 | -15.51% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 136,662 | 21,197 | 0.06% | 0.06% | 73 | -16,613 | -10.84% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 135,676 | 21,044 | 0.06% | 0.03% | 74 | +79,766 | 142.67% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 135,505 | 21,018 | 2.28% | 2.12% | 75 | +22,035 | 19.42% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 133,161 | 20,654 | 0.0% | 0.0% | 76 | -7,244 | -5.16% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 132,142 | 20,496 | 0.16% | 0.25% | 77 | +5,075 | 3.99% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 129,820 | 20,136 | 4.58% | 5.47% | 78 | -233 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Hudock, Inc. | History | Reduced | 129,400 | 20,071 | 2.95% | 3.47% | 79 | -10,884 | -7.76% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 119,557 | 19,686 | 1.11% | 1.09% | 80 | +9,136 | 8.27% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | Added to | 124,598 | 19,326 | 1.27% | 1.37% | 81 | +124,430 | 74065.48% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 122,573 | 19,012 | 0.21% | 0.23% | 82 | +3,919 | 3.3% | Q1 2026 | May 05, 2026 |
| Petix & Botte Co | History | Reduced | 121,619 | 18,864 | 4.2% | 4.91% | 83 | -7,350 | -5.7% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | Added to | 121,279 | 18,811 | 0.23% | 0.01% | 84 | +118,312 | 3987.6% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 118,851 | 18,434 | 0.2% | 0.21% | 85 | +3,084 | 2.66% | Q1 2026 | May 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 118,649 | 18,403 | 8.86% | 9.74% | 86 | +549 | 0.46% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 117,845 | 18,279 | 6.55% | 6.97% | 87 | +635 | 0.54% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,066 | 18,158 | 0.2% | 0.22% | 88 | +3,086 | 2.71% | Q1 2026 | Apr 20, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 100,734 | 15,624 | 5.26% | 5.75% | 89 | -2,399 | -2.33% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 100,231 | 15,546 | 5.19% | 5.62% | 90 | +4,595 | 4.8% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 99,400 | 15,417 | 2.62% | 2.88% | 91 | -1,556 | -1.54% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 98,443 | 15,270 | 0.04% | 0.08% | 92 | -76,856 | -43.84% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 98,038 | 15,206 | 0.0% | 0.0% | 93 | -1,474 | -1.48% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 95,293 | 14,981 | 0.03% | 0.01% | 94 | +76,186 | 398.73% | Q1 2026 | May 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 96,327 | 14,941 | 11.05% | 11.48% | 95 | +3,710 | 4.01% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 86,798 | 14,576 | 2.96% | 2.96% | 96 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Roberts Financial Services LLC | History | Reduced | 91,861 | 14,248 | 4.53% | 5.41% | 97 | -10,714 | -10.45% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 91,183 | 14,143 | 2.92% | 4.32% | 98 | -28,648 | -23.91% | Q1 2026 | Apr 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 90,026 | 13,963 | 3.36% | 3.19% | 99 | +17,468 | 24.07% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 82,766 | 13,899 | 1.04% | 1.04% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 76,375 | 13,727 | 1.68% | 1.78% | 101 | -5,085 | -6.24% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 88,164 | 13,675 | 0.02% | 0.03% | 102 | -3 | -0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 86,904 | 13,480 | 0.03% | 0.03% | 103 | +12,670 | 17.07% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | Reduced | 85,867 | 13,318 | 5.14% | 5.76% | 104 | -94 | -0.11% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 82,538 | 12,802 | 0.3% | 0.35% | 105 | -2,914 | -3.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,101 | 12,579 | 0.02% | 0.0% | 106 | +78,142 | 2640.82% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 74,826 | 12,566 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 75,917 | 12,500 | 5.6% | 5.8% | 108 | -38 | -0.05% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 79,840 | 12,383 | 0.01% | 0.01% | 109 | +3,416 | 4.47% | Q1 2026 | May 12, 2026 |
| Cosner Financial Group, LLC | History | Added to | 77,885 | 12,080 | 6.64% | 6.58% | 110 | +1,123 | 1.46% | Q1 2026 | May 01, 2026 |
| BOS Asset Management, LLC | History | Added to | 76,934 | 11,933 | 3.05% | 3.22% | 111 | +5,402 | 7.55% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 75,786 | 11,755 | 5.83% | 5.8% | 112 | +6,817 | 9.88% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 73,951 | 11,470 | 0.13% | 0.14% | 113 | +1,642 | 2.27% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 72,583 | 11,258 | 0.11% | 0.12% | 114 | -290 | -0.4% | Q1 2026 | May 08, 2026 |
| Macro Advisors, Inc. | History | New | 70,289 | 10,902 | 4.5% | — | 115 | +70,289 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 68,225 | 10,582 | 0.13% | 0.14% | 116 | +3,016 | 4.63% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 68,079 | 10,559 | 0.01% | 0.01% | 117 | +5,629 | 9.01% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 67,779 | 10,513 | 0.01% | 0.03% | 118 | -80,336 | -54.24% | Q1 2026 | May 11, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 66,118 | 10,255 | 2.37% | 2.74% | 119 | +9,004 | 15.76% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 65,921 | 10,225 | 0.02% | 0.02% | 120 | -6,069 | -8.43% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 65,588 | 10,173 | 0.05% | 0.06% | 121 | +803 | 1.24% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 64,035 | 9,932 | 0.39% | 0.31% | 122 | +6,350 | 11.01% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 63,753 | 9,888 | 0.96% | 1.09% | 123 | -2,897 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Reduced | 62,595 | 9,709 | 0.69% | 0.81% | 124 | -4,229 | -6.33% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 62,431 | 9,683 | 0.2% | 0.2% | 125 | +5,884 | 10.41% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 61,972 | 9,612 | 0.04% | 0.04% | 126 | -1,508 | -2.38% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,611 | 9,091 | 0.01% | 0.03% | 127 | -53,249 | -47.6% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 55,782 | 8,652 | 0.14% | 0.09% | 128 | +27,000 | 93.81% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Reduced | 53,248 | 8,264 | 0.04% | 0.05% | 129 | -8,628 | -13.94% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,808 | 8,190 | 0.04% | 0.04% | 130 | +22,189 | 72.47% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 46,420 | 7,795 | 2.45% | 2.45% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| South Shore Capital Advisors | History | Reduced | 49,550 | 7,685 | 5.62% | 6.11% | 132 | -251 | -0.5% | Q1 2026 | Apr 28, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 48,902 | 7,585 | 3.56% | 3.46% | 133 | +522 | 1.08% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 48,663 | 7,548 | 0.14% | 0.15% | 134 | -891 | -1.8% | Q1 2026 | Apr 10, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 46,544 | 7,219 | 2.85% | 3.03% | 135 | -443 | -0.94% | Q1 2026 | Apr 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 45,645 | 7,079 | 2.63% | 2.99% | 136 | -2,848 | -5.87% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 45,002 | 6,980 | 0.07% | — | 137 | +45,002 | New | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 44,642 | 6,924 | 0.01% | 0.0% | 138 | +40,837 | 1073.25% | Q1 2026 | May 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 44,498 | 6,902 | 6.4% | 7.01% | 139 | -3,026 | -6.37% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,319 | 6,813 | 0.01% | 0.02% | 140 | -41,408 | -48.87% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 43,423 | 6,735 | 0.4% | 0.44% | 141 | -698 | -1.58% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 43,150 | 6,693 | 0.02% | 0.02% | 142 | -1,444 | -3.24% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 37,487 | 6,602 | 0.12% | — | 143 | +37,487 | New | Q1 2026 | May 01, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 42,295 | 6,560 | 0.55% | 0.6% | 144 | -234 | -0.55% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,986 | 6,547 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Added to | 42,060 | 6,523 | 0.06% | 0.05% | 146 | +6,360 | 17.82% | Q1 2026 | May 14, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 41,022 | 6,362 | 2.02% | 2.22% | 147 | -1,274 | -3.01% | Q1 2026 | Apr 17, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 40,022 | 6,207 | 1.86% | 2.97% | 148 | -24,426 | -37.9% | Q1 2026 | Apr 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 39,992 | 6,203 | 1.27% | 1.38% | 149 | -1,023 | -2.49% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 39,935 | 6,194 | 1.66% | 2.1% | 150 | +323 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,562 | 6,136 | 0.08% | 0.03% | 151 | +27,379 | 224.73% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 38,498 | 5,971 | 0.04% | 0.05% | 152 | +634 | 1.67% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 38,342 | 5,947 | 3.94% | 4.31% | 153 | +657 | 1.74% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 37,307 | 5,786 | 0.26% | 0.33% | 154 | +1,810 | 5.1% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | Reduced | 36,980 | 5,735 | 2.35% | 3.13% | 155 | -13,220 | -26.33% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,774 | 5,704 | 0.05% | 0.03% | 156 | +24,600 | 202.07% | Q1 2026 | May 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 32,420 | 5,671 | 1.5% | 1.46% | 157 | +786 | 2.48% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 36,396 | 5,645 | 0.53% | 0.59% | 158 | -242 | -0.66% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 36,227 | 5,619 | 0.01% | — | 159 | +36,227 | New | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 35,559 | 5,515 | 0.42% | 0.46% | 160 | -614 | -1.7% | Q1 2026 | Apr 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 35,096 | 5,443 | 2.41% | 2.56% | 161 | +1,867 | 5.62% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,806 | 5,398 | 0.1% | 0.09% | 162 | +5,772 | 19.88% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 34,758 | 5,391 | 0.07% | 0.08% | 163 | -1,391 | -3.85% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 34,511 | 5,353 | 0.02% | 0.02% | 164 | -1,492 | -4.14% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 33,933 | 5,263 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,861 | 5,252 | 0.03% | 0.03% | 166 | +59 | 0.17% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 33,790 | 5,241 | 0.0% | 0.0% | 167 | -851 | -2.46% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 32,857 | 5,096 | 0.33% | 0.37% | 168 | -1,277 | -3.74% | Q1 2026 | Apr 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 32,571 | 5,052 | 0.0% | 0.0% | 169 | -1,489 | -4.37% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 32,511 | 5,042 | 0.07% | 0.11% | 170 | -5,565 | -14.62% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 32,000 | 4,963 | 1.17% | 1.69% | 171 | -33 | -0.1% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 31,986 | 4,961 | 0.12% | — | 173 | +31,986 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 31,986 | 4,961 | 0.06% | 0.01% | 172 | +29,381 | 1127.87% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 31,110 | 4,825 | 0.65% | 0.82% | 174 | +697 | 2.29% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 30,592 | 4,745 | 1.64% | 1.73% | 175 | +785 | 2.63% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 30,555 | 4,739 | 0.27% | 0.29% | 176 | +341 | 1.13% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,361 | 4,709 | 0.0% | 0.0% | 177 | +17,945 | 144.53% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 30,090 | 4,667 | 1.37% | 1.41% | 178 | +1,213 | 4.2% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | Added to | 30,001 | 4,653 | 0.28% | 0.3% | 179 | +251 | 0.84% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 29,481 | 4,572 | 0.02% | — | 180 | +29,481 | New | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,649 | 4,443 | 0.01% | 0.01% | 181 | +7,748 | 37.07% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 28,459 | 4,414 | 1.62% | 1.81% | 182 | -1,357 | -4.55% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,251 | 4,382 | 0.49% | 0.54% | 183 | -857 | -2.94% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 28,010 | 4,344 | 0.01% | 0.02% | 184 | -1,824 | -6.11% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 28,008 | 4,344 | 1.76% | 1.86% | 185 | -153 | -0.54% | Q1 2026 | Apr 24, 2026 |
| Neumann Capital Management, LLC | History | Added to | 27,816 | 4,314 | 1.27% | 1.35% | 186 | +60 | 0.22% | Q1 2026 | Apr 13, 2026 |
| ASPIRIANT, LLC | History | No change | 27,787 | 4,310 | 0.12% | 0.13% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,670 | 4,292 | 0.01% | 0.01% | 188 | -77 | -0.28% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | No change | 27,574 | 4,277 | 0.46% | 0.53% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 26,866 | 4,167 | 0.01% | 0.01% | 190 | +324 | 1.22% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,307 | 4,080 | 0.11% | 0.12% | 191 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Columbus Macro, LLC | History | Added to | 26,299 | 4,079 | 0.44% | 0.47% | 192 | +995 | 3.93% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Added to | 25,836 | 4,007 | 0.05% | 0.05% | 193 | +271 | 1.06% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 25,096 | 3,892 | 0.09% | 0.09% | 194 | +1,221 | 5.11% | Q1 2026 | May 15, 2026 |
| Omega Financial Group, LLC | History | Added to | 25,013 | 3,879 | 1.26% | 1.36% | 195 | +363 | 1.47% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,810 | 3,848 | 0.02% | 0.03% | 196 | +66 | 0.27% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,421 | 3,787 | 0.01% | 0.01% | 197 | +2,263 | 10.21% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,283 | 3,611 | 0.39% | 0.42% | 198 | -500 | -2.1% | Q1 2026 | Apr 28, 2026 |
| Stokes Family Office, LLC | History | Reduced | 23,142 | 3,589 | 0.37% | 0.36% | 199 | -106 | -0.46% | Q1 2026 | May 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 23,119 | 3,586 | 2.33% | 2.25% | 200 | +2,128 | 10.14% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 22,812 | 3,575 | 0.01% | 0.02% | 201 | +5,450 | 31.39% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 22,908 | 3,553 | 0.09% | 0.16% | 202 | -11,574 | -33.57% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 22,895 | 3,551 | 0.28% | 0.25% | 203 | +3,438 | 17.67% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 22,730 | 3,525 | 0.07% | 0.08% | 204 | -1,572 | -6.47% | Q1 2026 | Apr 17, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 22,566 | 3,500 | 3.02% | 3.19% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,548 | 3,497 | 0.02% | 0.02% | 206 | +5,267 | 30.48% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,524 | 3,493 | 0.13% | 0.17% | 207 | +983 | 4.56% | Q1 2026 | May 19, 2026 |
| BAILARD, INC. | History | Added to | 22,224 | 3,447 | 0.08% | 0.08% | 208 | +237 | 1.08% | Q1 2026 | May 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 21,570 | 3,346 | 1.25% | 1.41% | 209 | -790 | -3.53% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,539 | 3,340 | 0.02% | 0.01% | 210 | +1,444 | 7.19% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,323 | 3,307 | 0.03% | 0.03% | 211 | +2,547 | 13.57% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 21,090 | 3,271 | 0.17% | 0.2% | 212 | +63 | 0.3% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 21,075 | 3,268 | 0.06% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,667 | 3,209 | 0.05% | 0.05% | 214 | +3,750 | 22.17% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,657 | 3,204 | 0.03% | 0.03% | 215 | -2,716 | -11.62% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 20,633 | 3,200 | 0.08% | 0.06% | 216 | +2,892 | 16.3% | Q1 2026 | May 11, 2026 |
| Bulwark Capital Corp | History | Added to | 20,439 | 3,170 | 1.95% | 2.39% | 217 | +438 | 2.19% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,421 | 3,167 | 0.06% | 0.12% | 218 | -15,090 | -42.49% | Q1 2026 | Apr 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,749 | 3,063 | 0.0% | — | 219 | +19,749 | New | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 19,741 | 3,061 | 0.53% | 0.48% | 220 | +3,146 | 18.96% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 19,722 | 3,059 | 0.19% | 0.22% | 221 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,571 | 3,035 | 0.04% | 0.03% | 222 | +5,226 | 36.43% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 19,385 | 3,006 | 0.36% | 0.41% | 223 | +104 | 0.54% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 19,070 | 2,957 | 0.32% | 0.36% | 224 | -961 | -4.8% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,845 | 2,923 | 0.0% | 0.0% | 225 | -58 | -0.31% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,658 | 2,894 | 0.26% | 0.28% | 226 | -365 | -1.92% | Q1 2026 | Apr 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 18,384 | 2,851 | 0.99% | 1.51% | 227 | -6,132 | -25.01% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,254 | 2,831 | 0.0% | 0.0% | 228 | +13,319 | 269.89% | Q1 2026 | May 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 17,915 | 2,778 | 0.83% | 0.44% | 229 | +8,807 | 96.7% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,869 | 2,771 | 0.05% | 0.12% | 230 | -19,489 | -52.17% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,774 | 2,757 | 0.04% | 0.05% | 231 | +3,462 | 24.19% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 16,137 | 2,710 | 0.3% | 0.3% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,421 | 2,702 | 0.33% | 0.35% | 233 | +217 | 1.26% | Q1 2026 | Apr 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 17,342 | 2,689 | 1.74% | 1.8% | 234 | +336 | 1.98% | Q1 2026 | Apr 20, 2026 |
| MLP3, LLC | History | Reduced | 17,241 | 2,674 | 2.95% | 3.19% | 235 | -147 | -0.85% | Q1 2026 | Apr 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 15,587 | 2,662 | 0.36% | — | 236 | +15,587 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 17,117 | 2,655 | 0.01% | 0.02% | 237 | -1,999 | -10.46% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,068 | 2,647 | 0.11% | — | 238 | +17,068 | New | Q1 2026 | May 14, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 16,892 | 2,620 | 0.72% | 0.74% | 239 | -210 | -1.23% | Q1 2026 | Apr 29, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 16,537 | 2,565 | 0.28% | 0.31% | 240 | -424 | -2.5% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 16,338 | 2,534 | 0.03% | 0.04% | 241 | +97 | 0.6% | Q1 2026 | May 15, 2026 |
| Keenan, LLC | History | Reduced | 16,466 | 2,525 | 2.13% | 2.96% | 242 | -3,619 | -18.02% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Added to | 16,032 | 2,486 | 0.12% | 0.13% | 243 | +288 | 1.83% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,780 | 2,447 | 0.01% | 0.01% | 244 | +3,247 | 25.91% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15,679 | 2,431 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,590 | 2,418 | 0.0% | — | 246 | +15,590 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 15,379 | 2,385 | 0.07% | 0.07% | 247 | -232 | -1.49% | Q1 2026 | May 04, 2026 |
| Watchman Group, Inc. | History | Reduced | 15,306 | 2,374 | 0.57% | 0.62% | 248 | -73 | -0.47% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 15,054 | 2,335 | 0.09% | — | 249 | +15,054 | New | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,030 | 2,331 | 0.05% | 0.04% | 250 | +4,647 | 44.76% | Q1 2026 | May 14, 2026 |
| Van Diest Capital, LLC | History | Added to | 14,961 | 2,320 | 1.83% | 0.89% | 252 | +11,424 | 322.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,761 | 2,320 | 0.02% | 0.03% | 251 | -267 | -1.78% | Q1 2026 | Apr 07, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 14,862 | 2,305 | 1.17% | 1.27% | 253 | -132 | -0.88% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 14,190 | 2,201 | 1.41% | 1.68% | 254 | -466 | -3.18% | Q1 2026 | Apr 23, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 14,030 | 2,176 | 0.0% | 0.02% | 255 | -105,035 | -88.22% | Q1 2026 | May 13, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 13,976 | 2,167 | 0.28% | 0.13% | 256 | +7,798 | 126.22% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 11,621 | 2,163 | 0.15% | 0.14% | 257 | -13 | -0.11% | Q1 2026 | May 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 13,791 | 2,139 | 0.14% | 0.14% | 258 | -396 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 13,625 | 2,113 | 1.09% | 0.87% | 259 | +2,980 | 27.99% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,507 | 2,095 | 0.02% | 0.03% | 260 | -1,696 | -11.16% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 12,300 | 2,065 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 12,278 | 2,061 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,228 | 2,051 | 0.51% | 0.91% | 263 | -6,588 | -33.25% | Q1 2026 | Apr 29, 2026 |
| IFS Group,LLC | History | New | 12,637 | 1,960 | 1.75% | — | 264 | +12,637 | New | Q1 2026 | May 18, 2026 |
| Navigation Group, LLC | History | New | 12,619 | 1,957 | 0.46% | — | 265 | +12,619 | New | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,613 | 1,956 | 0.1% | — | 266 | +12,613 | New | Q1 2026 | Apr 16, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 12,610 | 1,955 | 0.55% | 0.73% | 267 | -2,563 | -16.89% | Q1 2026 | Apr 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 12,544 | 1,945 | 0.52% | 1.17% | 268 | -12,492 | -49.9% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 12,437 | 1,929 | 0.2% | 0.26% | 269 | -1,393 | -10.07% | Q1 2026 | Apr 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 12,326 | 1,911 | 0.24% | — | 271 | +12,326 | New | Q1 2026 | May 18, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 12,322 | 1,911 | 0.27% | 0.29% | 270 | -156 | -1.25% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,164 | 1,886 | 0.02% | 0.03% | 272 | +944 | 8.41% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 12,032 | 1,874 | 0.0% | 0.0% | 273 | +26 | 0.22% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,054 | 1,869 | 0.08% | 0.1% | 274 | -181 | -1.48% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,038 | 1,867 | 0.08% | 0.01% | 275 | +10,602 | 738.3% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 11,962 | 1,855 | 0.38% | 0.41% | 276 | -11,962 | -50.0% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,014 | 1,849 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,751 | 1,822 | 0.09% | 0.09% | 278 | +703 | 6.36% | Q1 2026 | Apr 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 11,000 | 1,804 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,536 | 1,789 | 0.01% | 0.01% | 280 | +18 | 0.16% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,476 | 1,780 | 0.01% | 0.01% | 281 | +194 | 1.72% | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Added to | 11,054 | 1,714 | 0.46% | 0.35% | 282 | +3,056 | 38.21% | Q1 2026 | Apr 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 10,813 | 1,677 | 0.17% | 0.02% | 283 | +10,087 | 1389.39% | Q1 2026 | May 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,762 | 1,669 | 0.29% | 0.29% | 284 | +1,193 | 12.47% | Q1 2026 | Apr 17, 2026 |
| MATAURO, LLC | History | Reduced | 10,648 | 1,651 | 0.24% | 0.43% | 285 | -6,502 | -37.91% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,522 | 1,632 | 0.09% | 0.1% | 286 | +5,274 | 100.5% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,508 | 1,629 | 0.32% | 0.38% | 287 | -232 | -2.16% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 9,656 | 1,621 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GSG Advisors LLC | History | Reduced | 10,372 | 1,608 | 0.42% | 0.45% | 289 | -61 | -0.58% | Q1 2026 | May 13, 2026 |
| Darden Wealth Group Inc | History | Reduced | 10,164 | 1,576 | 0.8% | 0.85% | 290 | -210 | -2.02% | Q1 2026 | May 08, 2026 |
| CIM, LLC | History | Reduced | 10,160 | 1,575 | 0.23% | 0.23% | 291 | -156 | -1.51% | Q1 2026 | May 18, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 10,102 | 1,566 | 0.62% | 0.69% | 292 | -39 | -0.38% | Q1 2026 | Apr 29, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,348 | 1,564 | 0.46% | 0.46% | 293 | +11 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,925 | 1,539 | 0.25% | 0.23% | 294 | +1,911 | 23.85% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 9,918 | 1,538 | 0.08% | 0.09% | 295 | -85 | -0.85% | Q1 2026 | Apr 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,907 | 1,536 | 0.52% | 0.6% | 296 | -284 | -2.79% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 9,807 | 1,521 | 0.04% | 0.05% | 297 | -639 | -6.12% | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 9,776 | 1,516 | 0.82% | 0.56% | 298 | +2,159 | 28.34% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 9,735 | 1,509 | 0.83% | 1.04% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,519 | 1,504 | 0.03% | 0.03% | 300 | +713 | 9.13% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 9,577 | 1,485 | 0.11% | 0.11% | 301 | -178 | -1.82% | Q1 2026 | Apr 10, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 9,542 | 1,480 | 1.0% | 1.09% | 302 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,507 | 1,474 | 0.06% | 0.07% | 303 | -119 | -1.24% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Reduced | 9,414 | 1,460 | 0.01% | 0.01% | 304 | -57 | -0.6% | Q1 2026 | May 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 9,280 | 1,439 | 0.11% | 0.12% | 305 | -220 | -2.32% | Q1 2026 | May 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 7,914 | 1,412 | 0.47% | 0.48% | 306 | -691 | -8.03% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 9,097 | 1,411 | 0.02% | 0.02% | 307 | +1,381 | 17.9% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 9,095 | 1,410 | 0.04% | 0.05% | 308 | -273 | -2.91% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,087 | 1,409 | 0.03% | 0.03% | 309 | +60 | 0.66% | Q1 2026 | May 07, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 9,010 | 1,397 | 0.08% | 0.09% | 310 | -600 | -6.24% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 9,003 | 1,396 | 0.1% | 0.11% | 311 | +28 | 0.31% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Added to | 8,919 | 1,383 | 0.26% | 0.26% | 312 | +472 | 5.59% | Q1 2026 | Apr 03, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 8,738 | 1,355 | 1.16% | 1.36% | 313 | -409 | -4.47% | Q1 2026 | Apr 21, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,723 | 1,353 | 0.17% | 0.1% | 314 | +3,989 | 84.26% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,654 | 1,342 | 0.11% | 0.11% | 315 | +441 | 5.37% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 8,499 | 1,318 | 1.31% | 1.42% | 316 | +61 | 0.72% | Q1 2026 | Apr 22, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 8,253 | 1,280 | 1.24% | 1.43% | 317 | -809 | -8.93% | Q1 2026 | Apr 08, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 8,213 | 1,273 | 0.35% | 0.4% | 318 | -60 | -0.73% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,182 | 1,269 | 0.05% | 0.05% | 319 | -271 | -3.21% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,177 | 1,268 | 0.01% | 0.01% | 320 | -756 | -8.46% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 8,175 | 1,268 | 0.36% | 0.4% | 321 | -126 | -1.52% | Q1 2026 | Apr 17, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 8,172 | 1,267 | 0.66% | 0.71% | 322 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Moment Partners, LLC | History | Reduced | 8,122 | 1,259 | 0.22% | 0.28% | 323 | -8 | -0.1% | Q1 2026 | May 04, 2026 |
| Innovative Wealth Building LLC | History | Added to | 8,088 | 1,254 | 0.88% | 0.99% | 324 | +22 | 0.27% | Q1 2026 | May 01, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 8,104 | 1,249 | 0.17% | 0.21% | 325 | -1,081 | -11.77% | Q1 2026 | Apr 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 8,003 | 1,241 | 0.18% | 0.19% | 326 | +2 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,947 | 1,232 | 0.29% | 0.15% | 327 | +4,188 | 111.41% | Q1 2026 | Apr 17, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,938 | 1,231 | 0.19% | 0.25% | 328 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| American State Bank (Iowa) | History | Reduced | 7,911 | 1,227 | 0.59% | 0.69% | 329 | -622 | -7.29% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 7,806 | 1,210 | 0.0% | 0.0% | 331 | -1,006 | -11.42% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 7,806 | 1,210 | 0.08% | 0.06% | 330 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apollon Financial, LLC | History | Added to | 7,785 | 1,207 | 0.17% | 0.12% | 332 | +2,678 | 52.44% | Q1 2026 | Apr 22, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 7,705 | 1,195 | 0.96% | 1.16% | 333 | -1,135 | -12.84% | Q1 2026 | May 15, 2026 |
| TL Private Wealth | History | Added to | 7,223 | 1,194 | 0.47% | 0.46% | 334 | +235 | 3.36% | Q1 2026 | Apr 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 7,659 | 1,188 | 0.07% | 0.08% | 335 | -78 | -1.01% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,591 | 1,177 | 0.09% | 0.11% | 336 | -320 | -4.05% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 6,991 | 1,174 | 0.07% | 0.07% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | Added to | 7,540 | 1,169 | 0.23% | 0.03% | 338 | +6,601 | 702.98% | Q1 2026 | Apr 09, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 7,521 | 1,166 | 0.27% | — | 339 | +7,521 | New | Q1 2026 | Apr 10, 2026 |
| One Day In July LLC | History | Added to | 7,477 | 1,159 | 0.09% | 0.1% | 340 | +143 | 1.95% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 7,376 | 1,144 | 0.04% | 0.05% | 341 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Inspire Advisors, LLC | History | Added to | 7,345 | 1,139 | 0.09% | 0.07% | 342 | +2,671 | 57.15% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 7,342 | 1,138 | 0.42% | 0.44% | 343 | -126 | -1.69% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,250 | 1,124 | 0.06% | 0.11% | 344 | -7,331 | -50.28% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 7,122 | 1,104 | 0.02% | 0.02% | 345 | -100 | -1.38% | Q1 2026 | May 04, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 7,064 | 1,095 | 0.22% | 0.18% | 346 | +2,394 | 51.26% | Q1 2026 | Apr 28, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 7,031 | 1,090 | 0.11% | 0.12% | 347 | +2 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | No change | 7,031 | 1,090 | 0.11% | 0.12% | 348 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 6,962 | 1,079 | 0.21% | 0.24% | 349 | -58 | -0.83% | Q1 2026 | Apr 21, 2026 |
| Graney & King, LLC | History | Added to | 6,960 | 1,079 | 0.58% | 0.68% | 350 | +6 | 0.09% | Q1 2026 | May 18, 2026 |
| PFG Investments, LLC | History | Added to | 6,934 | 1,075 | 0.05% | 0.05% | 351 | +495 | 7.69% | Q1 2026 | Apr 27, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 6,904 | 1,070 | 0.58% | 0.59% | 352 | +398 | 6.12% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 6,897 | 1,069 | 0.05% | 0.06% | 353 | -1,210 | -14.93% | Q1 2026 | May 05, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,871 | 1,065 | 0.04% | 0.04% | 354 | -107 | -1.53% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 6,844 | 1,061 | 0.23% | 0.26% | 355 | -150 | -2.14% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,830 | 1,059 | 0.61% | 0.67% | 356 | -132 | -1.9% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,708 | 1,040 | 0.01% | 0.01% | 357 | +124 | 1.88% | Q1 2026 | May 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 6,653 | 1,031 | 0.2% | 0.27% | 358 | -976 | -12.79% | Q1 2026 | May 15, 2026 |
| Weil Company, Inc. | History | No change | 6,636 | 1,029 | 0.23% | 0.26% | 359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 6,618 | 1,026 | 0.23% | 0.25% | 360 | +131 | 2.02% | Q1 2026 | Apr 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,606 | 1,024 | 0.01% | 0.01% | 361 | -1,815 | -21.55% | Q1 2026 | May 14, 2026 |
| Renasant Bank | History | New | 6,600 | 1,023 | 0.72% | — | 362 | +6,600 | New | Q1 2026 | Apr 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 6,507 | 1,009 | 0.06% | 0.06% | 363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 6,448 | 1,000 | 0.04% | 0.05% | 364 | -1,200 | -15.69% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,417 | 995 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 6,376 | 988 | 0.64% | 0.68% | 366 | -180 | -2.75% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 6,348 | 984 | 0.01% | 0.01% | 367 | -49 | -0.77% | Q1 2026 | May 15, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 6,329 | 981 | 0.26% | 0.28% | 368 | +7 | 0.11% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 6,160 | 955 | 0.08% | 0.08% | 369 | +55 | 0.9% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Partners, LLC | History | No change | 6,028 | 935 | 0.07% | 0.07% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 6,000 | 930 | 0.16% | 0.16% | 371 | -17 | -0.28% | Q1 2026 | Apr 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 5,975 | 926 | 0.01% | 0.01% | 372 | +152 | 2.61% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,962 | 924 | 0.0% | 0.03% | 373 | -20,755 | -77.68% | Q1 2026 | May 13, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 5,926 | 919 | 0.79% | 0.8% | 374 | -20 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,911 | 916 | 0.02% | 0.02% | 375 | +260 | 4.6% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,443 | 914 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 5,875 | 911 | 0.48% | 0.57% | 377 | -306 | -4.95% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 5,840 | 906 | 0.0% | 0.0% | 378 | +283 | 5.09% | Q1 2026 | May 14, 2026 |
| Tannin Capital LLC | History | No change | 5,813 | 901 | 0.65% | 0.87% | 379 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,806 | 900 | 0.04% | 0.04% | 380 | -116 | -1.96% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,798 | 899 | 0.04% | 0.04% | 381 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 5,032 | 897 | 0.38% | 0.37% | 382 | -2 | -0.04% | Q1 2026 | May 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,772 | 895 | 0.1% | 0.1% | 383 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | Added to | 5,742 | 890 | 0.09% | 0.06% | 384 | +2,155 | 60.08% | Q1 2026 | Apr 23, 2026 |
| Asset Management Group, Inc. | History | Added to | 5,724 | 887 | 0.14% | 0.16% | 385 | +6 | 0.1% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Reduced | 5,699 | 883 | 0.03% | 0.03% | 386 | -615 | -9.74% | Q1 2026 | May 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,628 | 873 | 0.08% | 0.08% | 387 | +6 | 0.11% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,532 | 858 | 0.06% | 0.06% | 388 | -151 | -2.66% | Q1 2026 | Apr 15, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,509 | 854 | 0.16% | 0.18% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,505 | 853 | 0.03% | 0.03% | 390 | +94 | 1.74% | Q1 2026 | May 06, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 5,473 | 848 | 0.36% | 1.76% | 391 | -20,196 | -78.68% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,448 | 845 | 0.02% | 0.02% | 392 | -720 | -11.67% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,427 | 841 | 0.06% | 0.05% | 393 | +1,989 | 57.85% | Q1 2026 | Apr 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,408 | 838 | 0.12% | 0.13% | 394 | -4 | -0.07% | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,394 | 836 | 0.58% | 0.58% | 395 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,379 | 834 | 0.09% | 0.1% | 396 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Added to | 5,358 | 831 | 0.06% | 0.02% | 397 | +4,073 | 316.96% | Q1 2026 | May 19, 2026 |
| Colonial Trust Co / SC | History | No change | 5,346 | 829 | 0.11% | 0.12% | 398 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 5,326 | 826 | 0.24% | 0.27% | 400 | -217 | -3.91% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,331 | 826 | 0.09% | 0.1% | 399 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 5,261 | 816 | 0.31% | 0.29% | 401 | +451 | 9.38% | Q1 2026 | May 11, 2026 |
| GDS Wealth Management | History | Reduced | 5,213 | 808 | 0.05% | 0.06% | 402 | -59 | -1.12% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,129 | 795 | 0.03% | — | 403 | +5,129 | New | Q1 2026 | May 15, 2026 |
| Wealth Quarterback LLC | History | Reduced | 5,123 | 794 | 0.31% | 0.31% | 404 | -79 | -1.52% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 4,723 | 793 | 0.07% | 0.07% | 405 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 5,088 | 787 | 0.01% | 0.01% | 407 | +410 | 8.76% | Q1 2026 | May 12, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 5,074 | 787 | 0.14% | 0.15% | 406 | -4 | -0.08% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,072 | 786 | 0.04% | 0.05% | 408 | -282 | -5.27% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,995 | 774 | 0.02% | 0.02% | 410 | +3 | 0.06% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | No change | 4,990 | 774 | 0.23% | 0.24% | 409 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Belvedere Trading LLC | History | Added to | 4,990 | 773 | 0.0% | 0.0% | 411 | +3,564 | 249.93% | Q1 2026 | May 12, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 4,982 | 772 | 0.09% | 0.09% | 412 | +416 | 9.11% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 4,977 | 771 | 0.05% | 0.06% | 413 | +169 | 3.51% | Q1 2026 | May 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 4,949 | 767 | 0.34% | 0.38% | 414 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 4,929 | 764 | 0.23% | 0.24% | 415 | +136 | 2.84% | Q1 2026 | Apr 20, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 4,900 | 760 | 0.12% | 0.18% | 416 | -1,800 | -26.87% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 4,892 | 758 | 0.04% | 0.05% | 417 | -1,361 | -21.77% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | No change | 4,802 | 758 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,884 | 757 | 0.08% | 0.11% | 419 | -861 | -14.99% | Q1 2026 | Apr 10, 2026 |
| Financial Partners Group, Inc | History | Added to | 4,864 | 754 | 0.09% | 0.09% | 420 | +139 | 2.94% | Q1 2026 | Apr 10, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,344 | 752 | 0.32% | 0.32% | 421 | +5 | 0.12% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Management | History | Reduced | 4,837 | 750 | 0.86% | 1.03% | 422 | -616 | -11.3% | Q1 2026 | Apr 22, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 4,797 | 744 | 0.07% | 0.07% | 423 | +167 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 4,756 | 737 | 0.1% | 0.11% | 424 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,737 | 734 | 0.0% | 0.0% | 425 | +1,002 | 26.83% | Q1 2026 | May 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 4,712 | 730 | 0.31% | 0.31% | 426 | +395 | 9.15% | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | Reduced | 4,700 | 729 | 0.04% | 0.19% | 427 | -14,600 | -75.65% | Q1 2026 | Apr 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,680 | 725 | 0.19% | 0.24% | 428 | -305 | -6.12% | Q1 2026 | May 11, 2026 |
| TrueWealth Financial Partners | History | New | 4,667 | 723 | 0.29% | — | 429 | +4,667 | New | Q1 2026 | May 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,653 | 721 | 0.08% | 0.09% | 430 | -523 | -10.1% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | No change | 4,636 | 719 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 4,596 | 712 | 0.04% | 0.05% | 432 | -703 | -13.27% | Q1 2026 | May 04, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 4,585 | 711 | 0.25% | 0.25% | 433 | -65 | -1.4% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,570 | 708 | 0.0% | 0.0% | 434 | -468 | -9.29% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 4,561 | 707 | 0.12% | 0.14% | 435 | -55 | -1.19% | Q1 2026 | Apr 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,501 | 698 | 0.17% | 0.25% | 436 | -1,294 | -22.33% | Q1 2026 | May 07, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 4,152 | 697 | 0.88% | — | 437 | +4,152 | New | Q1 2026 | May 07, 2026 |
| Wealthquest Corp | History | No change | 4,134 | 694 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Weaver Consulting Group | History | No change | 4,462 | 692 | 0.16% | 0.18% | 439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,444 | 689 | 0.01% | 0.01% | 440 | +316 | 7.66% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,424 | 686 | 0.13% | 0.15% | 441 | -8 | -0.18% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 4,082 | 685 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,091 | 684 | 0.29% | 0.33% | 443 | -331 | -7.49% | Q1 2026 | Apr 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 4,404 | 683 | 0.21% | 0.24% | 444 | -184 | -4.01% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,400 | 682 | 0.04% | 0.05% | 446 | -612 | -12.21% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,398 | 682 | 0.02% | 0.02% | 445 | -464 | -9.54% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,381 | 679 | 0.04% | 0.04% | 447 | -7 | -0.16% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | No change | 4,360 | 676 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,279 | 663 | 0.0% | — | 451 | +4,279 | New | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,275 | 663 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,953 | 663 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 4,255 | 659 | 0.38% | 0.41% | 452 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,201 | 651 | 0.06% | 0.06% | 453 | -27 | -0.64% | Q1 2026 | May 07, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,197 | 650 | 0.0% | 0.0% | 454 | +1,398 | 49.95% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,178 | 648 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 4,171 | 646 | 0.0% | — | 458 | +4,171 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,171 | 646 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 3,850 | 646 | 0.11% | 0.11% | 457 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,134 | 641 | 0.01% | 0.01% | 459 | +189 | 4.79% | Q1 2026 | May 01, 2026 |
| LIBRA WEALTH LLC | History | No change | 4,133 | 641 | 0.18% | 0.19% | 460 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,113 | 637 | 0.01% | 0.01% | 461 | +83 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Headlands Technologies LLC | History | New | 4,101 | 636 | 0.07% | — | 462 | +4,101 | New | Q1 2026 | May 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 4,093 | 634 | 0.17% | 0.18% | 463 | +2 | 0.05% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 4,046 | 627 | 0.14% | 0.16% | 464 | -135 | -3.23% | Q1 2026 | Apr 02, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,000 | 620 | 0.11% | 0.11% | 465 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 4,000 | 620 | 0.08% | 0.09% | 466 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Thayer Financial, L.L.C. | History | No change | 4,001 | 620 | 0.63% | 0.71% | 467 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | No change | 3,971 | 615 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,958 | 613 | 0.0% | 0.0% | 469 | +65 | 1.67% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 3,946 | 612 | 0.04% | 0.04% | 470 | +92 | 2.39% | Q1 2026 | Apr 27, 2026 |
| Elm Partners Management LLC | History | Reduced | 4,100 | 611 | 0.03% | 0.03% | 471 | -48 | -1.16% | Q1 2026 | May 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 3,930 | 609 | 0.25% | 0.28% | 472 | +2 | 0.05% | Q1 2026 | Apr 08, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 3,829 | 593 | 0.43% | 0.48% | 473 | -56 | -1.44% | Q1 2026 | Apr 17, 2026 |
| Fielder Capital Group LLC | History | No change | 3,746 | 581 | 0.13% | 0.13% | 474 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,744 | 580 | 0.0% | 0.0% | 475 | +220 | 6.24% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,678 | 570 | 0.04% | 0.04% | 476 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,652 | 566 | 0.14% | — | 477 | +3,652 | New | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,553 | 551 | 0.01% | 0.01% | 478 | -429 | -10.77% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Added to | 3,551 | 550 | 0.14% | 0.14% | 479 | +240 | 7.25% | Q1 2026 | Apr 15, 2026 |
| Denver PWM, LLC | History | Reduced | 2,957 | 549 | 0.19% | 0.35% | 480 | -3,977 | -57.36% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 3,540 | 549 | 0.38% | 0.44% | 481 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,524 | 546 | 0.01% | 0.02% | 482 | -165 | -4.47% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,083 | 533 | 0.03% | 0.02% | 484 | +1,306 | 73.49% | Q1 2026 | Apr 20, 2026 |
| First City Capital Management, Inc. | History | No change | 3,440 | 533 | 0.28% | 0.3% | 483 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,571 | 532 | 0.02% | 0.04% | 485 | -1,890 | -34.61% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,400 | 527 | 0.0% | 0.0% | 486 | -1,300 | -27.66% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 3,399 | 527 | 0.07% | 0.08% | 487 | +3 | 0.09% | Q1 2026 | Apr 09, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,385 | 525 | 0.09% | 0.1% | 488 | -6 | -0.18% | Q1 2026 | Apr 28, 2026 |
| NORDEN GROUP LLC | History | No change | 3,360 | 521 | 0.05% | 0.06% | 489 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,098 | 520 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,327 | 516 | 0.04% | 0.04% | 491 | +129 | 4.03% | Q1 2026 | Apr 10, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 3,318 | 514 | 0.19% | 0.19% | 492 | -4 | -0.12% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,293 | 510 | 0.01% | 0.0% | 493 | +1,777 | 117.22% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,277 | 508 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,260 | 505 | 0.01% | 0.01% | 495 | +28 | 0.87% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,253 | 504 | 0.01% | 0.02% | 496 | -1,281 | -28.25% | Q1 2026 | Apr 09, 2026 |
| Collier Financial | History | Added to | 3,252 | 504 | 0.38% | 0.37% | 497 | +282 | 9.49% | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,243 | 503 | 0.05% | 0.06% | 498 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,232 | 501 | 0.01% | 0.01% | 499 | -413 | -11.33% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,218 | 499 | 0.0% | 0.0% | 500 | -75 | -2.28% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 3,203 | 496 | 0.04% | 0.04% | 502 | +143 | 4.67% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,200 | 496 | 0.03% | 0.03% | 501 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 3,197 | 495 | 0.06% | 0.06% | 503 | +565 | 21.47% | Q1 2026 | Apr 23, 2026 |
| POTENTIA WEALTH | History | No change | 3,137 | 486 | 0.19% | 0.19% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 3,125 | 484 | 0.02% | 0.02% | 505 | +2 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Stone Summit Wealth LLC | History | New | 3,118 | 483 | 0.13% | — | 506 | +3,118 | New | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,106 | 481 | 0.06% | 0.07% | 507 | -7 | -0.22% | Q1 2026 | Apr 17, 2026 |
| NOVEM GROUP | History | Added to | 3,098 | 480 | 0.05% | 0.06% | 508 | +8 | 0.26% | Q1 2026 | Apr 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,092 | 479 | 0.01% | 0.0% | 509 | +1,873 | 153.65% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 3,065 | 475 | 0.07% | 0.06% | 510 | +655 | 27.18% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 3,058 | 474 | 0.12% | 0.15% | 511 | +43 | 1.43% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,055 | 473 | 0.02% | 0.02% | 512 | -332 | -9.8% | Q1 2026 | Apr 13, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 3,039 | 471 | 0.25% | 0.14% | 513 | +54 | 1.81% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,031 | 470 | 0.0% | 0.0% | 514 | -164 | -5.13% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,035 | 470 | 0.14% | 0.11% | 515 | -96 | -3.07% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,984 | 465 | 0.02% | 0.07% | 516 | -5,777 | -65.94% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 2,754 | 462 | 0.15% | 0.15% | 517 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 2,963 | 459 | 0.06% | 0.08% | 518 | -757 | -20.35% | Q1 2026 | Apr 27, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,923 | 453 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 2,681 | 450 | 0.09% | 0.09% | 520 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,900 | 449 | 0.07% | 0.08% | 521 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 2,865 | 444 | 0.06% | 0.06% | 522 | +415 | 16.94% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | New | 2,842 | 441 | 0.03% | — | 524 | +2,842 | New | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,847 | 441 | 0.0% | 0.0% | 523 | +102 | 3.72% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,838 | 440 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FF Advisors,LLC | History | No change | 2,510 | 439 | 0.18% | 0.19% | 526 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Peak Planning Group, LLC | History | Reduced | 2,819 | 437 | 0.12% | 0.14% | 527 | -130 | -4.41% | Q1 2026 | Apr 22, 2026 |
| DAGCO, INC. | History | New | 2,815 | 436 | 0.09% | — | 528 | +2,815 | New | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,807 | 435 | 0.01% | 0.01% | 529 | -300 | -9.66% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,792 | 433 | 0.01% | 0.01% | 530 | +1,038 | 59.18% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 2,781 | 431 | 0.12% | — | 532 | +2,781 | New | Q1 2026 | Apr 09, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 2,785 | 431 | 0.25% | 0.27% | 531 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 2,760 | 428 | 0.3% | 0.47% | 533 | -1,338 | -32.65% | Q1 2026 | Apr 21, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 2,742 | 425 | 0.04% | 0.05% | 534 | -225 | -7.58% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,710 | 420 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 2,694 | 417 | 0.1% | 0.11% | 536 | +2 | 0.07% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | New | 2,641 | 409 | 0.01% | — | 537 | +2,641 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,625 | 407 | 0.01% | 0.01% | 538 | -89 | -3.28% | Q1 2026 | Apr 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,630 | 407 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,618 | 406 | 0.07% | 0.0% | 540 | +2,549 | 3694.2% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,613 | 405 | 0.01% | 0.01% | 541 | +786 | 43.02% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 2,600 | 403 | 0.01% | 0.01% | 542 | -320 | -10.96% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,527 | 399 | 0.11% | 0.12% | 543 | -17 | -0.67% | Q1 2026 | Apr 08, 2026 |
| Northside Capital Management, LLC | History | No change | 2,570 | 398 | 0.03% | 0.04% | 544 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,544 | 394 | 0.02% | 0.03% | 545 | +334 | 15.11% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Reduced | 2,532 | 392 | 0.18% | 0.18% | 546 | -69 | -2.65% | Q1 2026 | May 08, 2026 |
| GenWealth Group, Inc. | History | No change | 2,525 | 391 | 0.07% | 0.07% | 547 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 2,500 | 387 | 0.06% | 0.07% | 548 | -500 | -16.67% | Q1 2026 | Apr 28, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 2,480 | 384 | 0.19% | 0.23% | 549 | +8 | 0.32% | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | No change | 2,455 | 380 | 0.08% | 0.08% | 550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 2,431 | 377 | 0.02% | 0.03% | 551 | -500 | -17.06% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,425 | 376 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 2,286 | 376 | 0.06% | 0.06% | 553 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ellevest, Inc. | History | Reduced | 2,424 | 375 | 0.05% | 0.06% | 554 | -66 | -2.65% | Q1 2026 | May 11, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 2,409 | 373 | 0.18% | 0.18% | 555 | -89 | -3.56% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 2,410 | 373 | 0.03% | 0.03% | 556 | +23 | 0.96% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,409 | 373 | 0.36% | 0.4% | 557 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TritonPoint Partners, LLC | History | No change | 2,408 | 373 | 0.14% | 0.22% | 558 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | Reduced | 2,400 | 372 | 0.07% | 0.07% | 560 | -20 | -0.83% | Q1 2026 | Apr 24, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,400 | 372 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,386 | 370 | 0.0% | 0.0% | 561 | -866 | -26.63% | Q1 2026 | May 05, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,373 | 368 | 0.07% | 0.08% | 562 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,372 | 367 | 0.0% | 0.0% | 564 | +129 | 5.75% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 2,370 | 367 | 0.02% | 0.03% | 563 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,343 | 363 | 0.01% | 0.01% | 565 | +3 | 0.13% | Q1 2026 | Apr 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,322 | 360 | 0.04% | 0.04% | 566 | +96 | 4.31% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,320 | 359 | 0.01% | 0.01% | 567 | +228 | 10.9% | Q1 2026 | Apr 22, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 2,314 | 358 | 0.08% | 0.09% | 568 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial River Investments, LLC | History | Reduced | 2,284 | 354 | 0.13% | 0.16% | 570 | -337 | -12.86% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,284 | 354 | 0.01% | 0.01% | 569 | +221 | 10.71% | Q1 2026 | Apr 07, 2026 |
| Family Legacy Financial Solutions, LLC | History | Reduced | 2,255 | 354 | 0.29% | 0.31% | 571 | -129 | -5.41% | Q1 2026 | Apr 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,282 | 353 | 0.02% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | No change | 2,253 | 349 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 2,248 | 348 | 0.01% | 0.01% | 574 | -1,412 | -38.58% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,241 | 347 | 0.01% | 0.01% | 575 | -31 | -1.36% | Q1 2026 | Apr 21, 2026 |
| West Branch Capital LLC | History | Reduced | 2,221 | 344 | 0.09% | 0.1% | 576 | -4 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 2,220 | 344 | 0.05% | 0.05% | 577 | +2 | 0.09% | Q1 2026 | May 12, 2026 |
| Seascape Capital Management | History | Added to | 2,202 | 342 | 0.1% | 0.09% | 578 | +349 | 18.83% | Q1 2026 | Apr 28, 2026 |
| Providence Financial Advisors, LLC | History | No change | 2,200 | 341 | 0.19% | 0.37% | 579 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 2,167 | 336 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,165 | 335 | 0.08% | 0.08% | 581 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Community Financial Services Group, LLC | History | Added to | 2,127 | 334 | 0.06% | 0.04% | 582 | +665 | 45.49% | Q1 2026 | Apr 08, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,143 | 332 | 0.01% | 0.01% | 583 | +929 | 76.52% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,141 | 332 | 0.0% | 0.0% | 584 | -154 | -6.71% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,140 | 332 | 0.03% | 0.04% | 585 | +16 | 0.75% | Q1 2026 | Apr 22, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 2,135 | 331 | 0.08% | 0.11% | 587 | -495 | -18.82% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Added to | 2,135 | 331 | 0.02% | 0.02% | 586 | +118 | 5.85% | Q1 2026 | May 07, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 2,116 | 328 | 0.06% | 0.07% | 588 | +3 | 0.14% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 2,113 | 327 | 0.03% | 0.04% | 589 | -331 | -13.54% | Q1 2026 | May 06, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 2,087 | 323 | 0.08% | 0.1% | 590 | -291 | -12.24% | Q1 2026 | Apr 20, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 1,958 | 322 | 0.04% | 0.04% | 591 | +120 | 6.53% | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,069 | 320 | 0.09% | 0.09% | 593 | +2 | 0.1% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 2,066 | 320 | 0.03% | 0.04% | 592 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 2,045 | 317 | 0.19% | 0.2% | 595 | +2 | 0.1% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | No change | 2,048 | 317 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,033 | 315 | 0.1% | 0.1% | 596 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 2,028 | 314 | 0.17% | — | 597 | +2,028 | New | Q1 2026 | May 12, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 2,022 | 313 | 0.12% | 0.13% | 598 | +3 | 0.15% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,015 | 312 | 0.0% | 0.0% | 599 | -45 | -2.18% | Q1 2026 | Apr 24, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 2,012 | 312 | 0.06% | 0.06% | 600 | +1 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | New | 1,981 | 311 | 0.01% | — | 601 | +1,981 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,998 | 309 | 0.01% | 0.01% | 602 | -983 | -32.98% | Q1 2026 | Apr 13, 2026 |
| Oak Asset Management, LLC | History | Added to | 1,987 | 308 | 0.11% | 0.11% | 603 | +49 | 2.53% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,974 | 306 | 0.01% | 0.01% | 604 | -46 | -2.28% | Q1 2026 | May 14, 2026 |
| SPWM Advisors LLC | History | Added to | 1,650 | 306 | 0.27% | 0.26% | 605 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,961 | 304 | 0.06% | 0.07% | 606 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 1,952 | 302 | 0.02% | 0.03% | 607 | -2,753 | -58.51% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | New | 1,926 | 298 | 0.08% | — | 611 | +1,926 | New | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,922 | 298 | 0.04% | 0.04% | 609 | -47 | -2.39% | Q1 2026 | Apr 21, 2026 |
| Leisure Capital Management | History | No change | 1,924 | 298 | 0.1% | 0.11% | 608 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | No change | 1,777 | 298 | 0.03% | 0.03% | 610 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,903 | 295 | 0.01% | 0.01% | 612 | +100 | 5.55% | Q1 2026 | Apr 29, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,883 | 292 | 0.03% | 0.03% | 613 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,864 | 289 | 0.01% | 0.02% | 614 | -231 | -11.03% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,859 | 288 | 0.01% | 0.01% | 615 | +574 | 44.67% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,839 | 285 | 0.02% | 0.02% | 616 | -116 | -5.93% | Q1 2026 | Apr 27, 2026 |
| Altiora Financial Group, LLC | History | New | 1,831 | 284 | 0.05% | — | 618 | +1,831 | New | Q1 2026 | May 08, 2026 |
| JMN Financial LLC | History | No change | 1,834 | 284 | 0.28% | 0.31% | 617 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,579 | 281 | 0.04% | 0.04% | 619 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,811 | 280 | 0.01% | 0.01% | 620 | -887 | -32.88% | Q1 2026 | May 04, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,809 | 280 | 0.03% | 0.04% | 621 | -113 | -5.88% | Q1 2026 | Apr 28, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 1,800 | 279 | 0.03% | 0.03% | 622 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,788 | 277 | 0.01% | 0.01% | 623 | +138 | 8.36% | Q1 2026 | Apr 20, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,785 | 276 | 0.12% | 0.14% | 624 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | No change | 1,776 | 275 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,757 | 272 | 0.08% | 0.07% | 627 | +304 | 20.92% | Q1 2026 | May 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 1,758 | 272 | 0.03% | 0.03% | 626 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 1,751 | 271 | 0.19% | 0.25% | 628 | -352 | -16.74% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 1,731 | 268 | 0.01% | 0.02% | 629 | -5 | -0.29% | Q1 2026 | Apr 23, 2026 |
| CVFG LLC | History | Added to | 1,722 | 267 | 0.03% | 0.17% | 630 | +266 | 18.27% | Q1 2026 | Apr 29, 2026 |
| Bank OZK | History | Added to | 1,720 | 266 | 0.09% | 0.09% | 631 | +193 | 12.64% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,721 | 266 | 0.01% | 0.01% | 632 | +40 | 2.38% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 1,705 | 264 | 0.06% | 0.06% | 633 | +18 | 1.07% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,693 | 262 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 1,684 | 261 | 0.03% | 0.04% | 635 | -369 | -17.97% | Q1 2026 | Apr 10, 2026 |
| Convergence Financial, LLC | History | Added to | 1,481 | 261 | 0.03% | 0.04% | 636 | +34 | 2.35% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,673 | 259 | 0.0% | 0.0% | 637 | -5 | -0.3% | Q1 2026 | May 01, 2026 |
| Braeburn Wealth Management LLC | History | No change | 1,671 | 259 | 0.15% | 0.14% | 638 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,636 | 257 | 0.06% | 0.06% | 639 | +2 | 0.12% | Q1 2026 | Apr 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 1,655 | 256 | 0.05% | 0.04% | 640 | +451 | 37.46% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 1,646 | 256 | 0.0% | 0.0% | 641 | -7 | -0.42% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 1,642 | 254 | 0.09% | 0.1% | 642 | -110 | -6.28% | Q1 2026 | May 12, 2026 |
| First National Bank of Hutchinson | History | No change | 1,640 | 254 | 0.16% | 0.16% | 643 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 1,638 | 254 | 0.11% | 0.13% | 644 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 1,637 | 253 | 0.23% | 0.26% | 645 | -5 | -0.3% | Q1 2026 | May 11, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 1,623 | 251 | 0.1% | 0.14% | 646 | -520 | -24.27% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,603 | 248 | 0.09% | 0.09% | 647 | +50 | 3.22% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,599 | 248 | 0.04% | 0.04% | 649 | +2 | 0.13% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,600 | 248 | 0.01% | 0.01% | 648 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 1,600 | 248 | 0.04% | 0.04% | 650 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Joule Financial, LLC | History | New | 1,586 | 246 | 0.07% | — | 651 | +1,586 | New | Q1 2026 | Apr 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,563 | 242 | 0.02% | 0.02% | 653 | -60 | -3.7% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 1,564 | 242 | 0.01% | 0.01% | 654 | +1 | 0.06% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 1,562 | 242 | 0.01% | 0.02% | 652 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,543 | 239 | 0.02% | 0.02% | 655 | +1 | 0.06% | Q1 2026 | May 12, 2026 |
| Peak Retirement Planning, Inc. | History | New | 1,538 | 238 | 0.05% | — | 657 | +1,538 | New | Q1 2026 | May 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,533 | 238 | 0.08% | 0.08% | 656 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 1,533 | 237 | 0.0% | 0.01% | 659 | -332 | -17.8% | Q1 2026 | May 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 1,528 | 237 | 0.03% | 0.04% | 661 | +54 | 3.66% | Q1 2026 | May 13, 2026 |
| DT Investment Partners, LLC | History | No change | 1,528 | 237 | 0.02% | 0.02% | 658 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 1,530 | 237 | 0.08% | 0.08% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 1,531 | 237 | 0.02% | 0.02% | 662 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 1,517 | 235 | 0.02% | 0.02% | 663 | +78 | 5.42% | Q1 2026 | Apr 20, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 1,512 | 234 | 0.05% | 0.07% | 666 | -547 | -26.57% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 1,509 | 234 | 0.02% | 0.01% | 667 | -23 | -1.5% | Q1 2026 | May 11, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,514 | 234 | 0.01% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | No change | 1,509 | 234 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,505 | 233 | 0.01% | 0.01% | 668 | +258 | 20.69% | Q1 2026 | May 06, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,504 | 233 | 0.05% | 0.05% | 669 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,391 | 233 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,499 | 232 | 0.03% | 0.03% | 672 | +2 | 0.13% | Q1 2026 | May 08, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,500 | 232 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MKT Advisors LLC | History | No change | 1,465 | 232 | 0.08% | 0.08% | 673 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 1,490 | 231 | 0.13% | 0.14% | 674 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,490 | 231 | 0.2% | 0.22% | 675 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,484 | 230 | 0.0% | 0.0% | 676 | +275 | 22.75% | Q1 2026 | Apr 10, 2026 |
| AWM CAPITAL, LLC | History | Added to | 1,481 | 229 | 0.02% | 0.02% | 677 | +2 | 0.14% | Q1 2026 | May 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 1,478 | 229 | 0.15% | 0.16% | 678 | +2 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | New | 1,472 | 228 | 0.03% | — | 680 | +1,472 | New | Q1 2026 | May 13, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 1,470 | 228 | 0.02% | — | 679 | +1,470 | New | Q1 2026 | Apr 09, 2026 |
| Benchmark Financial, LLC | History | No change | 1,465 | 227 | 0.2% | 0.25% | 681 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,459 | 226 | 0.0% | 0.0% | 682 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 1,454 | 226 | 0.16% | 0.16% | 683 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Invesco Ltd. | History | New | 1,448 | 224 | 0.0% | — | 684 | +1,448 | New | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | No change | 1,438 | 223 | 0.02% | 0.02% | 685 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,434 | 222 | 0.12% | 0.13% | 686 | +1 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,426 | 221 | 0.01% | 0.01% | 687 | -20 | -1.38% | Q1 2026 | May 07, 2026 |
| Traynor Capital Management, Inc. | History | New | 1,479 | 220 | 0.01% | — | 690 | +1,479 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 1,419 | 220 | 0.01% | 0.01% | 689 | +52 | 3.8% | Q1 2026 | Apr 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 1,419 | 220 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,412 | 219 | 0.0% | 0.0% | 691 | -1,762 | -55.51% | Q1 2026 | May 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,414 | 219 | 0.0% | — | 692 | +1,414 | New | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,405 | 218 | 0.01% | 0.01% | 693 | -23 | -1.61% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,410 | 218 | 0.0% | 0.0% | 694 | +4 | 0.28% | Q1 2026 | Apr 17, 2026 |
| InTrack Investment Management Inc | History | No change | 1,411 | 218 | 0.12% | 0.13% | 695 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 1,255 | 217 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Unified Investment Management | History | No change | 1,400 | 217 | 0.22% | 0.24% | 697 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,394 | 216 | 0.06% | 0.06% | 698 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TABLEAUX LLC | History | No change | 1,395 | 216 | 0.1% | 0.17% | 699 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 1,372 | 212 | 0.0% | 0.0% | 700 | -795 | -36.69% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,367 | 212 | 0.01% | 0.01% | 701 | -12 | -0.87% | Q1 2026 | May 18, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 1,358 | 210 | 0.09% | 0.09% | 704 | -27 | -1.95% | Q1 2026 | May 01, 2026 |
| Verity & Verity, LLC | History | No change | 1,356 | 210 | 0.02% | 0.02% | 702 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Performance Wealth Partners, LLC | History | No change | 1,355 | 210 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Palacios Wealth Management, LLC | History | New | 1,180 | 209 | 0.13% | — | 708 | +1,180 | New | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 1,353 | 209 | 0.06% | 0.07% | 706 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,350 | 209 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,350 | 209 | 0.19% | 0.21% | 707 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redmond Asset Management, LLC | History | No change | 1,342 | 208 | 0.06% | 0.06% | 709 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DB&C Advisors, LLC | History | Added to | 1,337 | 207 | 0.27% | 0.28% | 710 | +2 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Balboa Wealth Partners | History | No change | 1,319 | 204 | 0.03% | 0.04% | 711 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Formidable Asset Management, LLC | History | New | 1,208 | 202 | 0.03% | — | 715 | +1,208 | New | Q1 2026 | Apr 22, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 1,133 | 202 | 0.04% | 0.06% | 714 | -463 | -29.01% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,306 | 202 | 0.01% | 0.01% | 713 | -89 | -6.38% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,307 | 202 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | New | 1,298 | 201 | 0.11% | — | 716 | +1,298 | New | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Group, LLC | History | Added to | 1,293 | 200 | 0.05% | 0.05% | 717 | +60 | 4.87% | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,262 | 195 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,241 | 192 | 0.01% | 0.02% | 719 | -515 | -29.33% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,211 | 187 | 0.01% | 0.01% | 720 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Align Financial, LLC | History | Reduced | 1,187 | 184 | 0.1% | 0.12% | 721 | -201,517 | -99.41% | Q1 2026 | May 08, 2026 |
| Finley Financial, LLC | History | No change | 1,180 | 183 | 0.09% | 0.09% | 722 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Miller Global Investments, LLC | History | No change | 1,185 | 183 | 0.17% | 0.18% | 723 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,142 | 179 | 0.01% | 0.01% | 724 | -78 | -6.39% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 985 | 175 | 0.0% | 0.0% | 725 | +663 | 205.9% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,109 | 172 | 0.07% | 0.01% | 726 | +904 | 440.98% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,105 | 171 | 0.01% | 0.01% | 727 | -120 | -9.8% | Q1 2026 | Apr 07, 2026 |
| Sachetta, LLC | History | No change | 1,041 | 161 | 0.09% | 0.1% | 728 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,029 | 159 | 0.0% | — | 729 | +1,029 | New | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,014 | 157 | 0.16% | 0.18% | 730 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 1,002 | 155 | 0.05% | — | 731 | +1,002 | New | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 935 | 145 | 0.0% | 0.0% | 732 | +400 | 74.77% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 915 | 141 | 0.03% | 0.04% | 733 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 875 | 136 | 0.0% | 0.0% | 734 | -29 | -3.21% | Q1 2026 | May 01, 2026 |
| PlanVest Financial, Inc | History | New | 865 | 134 | 0.1% | — | 735 | +865 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 842 | 132 | 0.01% | 0.01% | 736 | +107 | 14.56% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 845 | 131 | 0.04% | 0.05% | 737 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vision Retirement, LLC | History | Added to | 841 | 130 | 0.04% | 0.04% | 738 | +1 | 0.12% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | No change | 832 | 129 | 0.02% | 0.02% | 739 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | Added to | 829 | 128 | 0.03% | 0.0% | 740 | +805 | 3354.17% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | No change | 825 | 127 | 0.03% | 0.03% | 741 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | New | 814 | 126 | 0.09% | — | 743 | +814 | New | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 819 | 126 | 0.0% | 0.0% | 742 | +610 | 291.87% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 810 | 125 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | No change | 803 | 124 | 0.01% | 0.02% | 745 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 749 | 118 | 0.0% | 0.0% | 746 | +1 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | Reduced | 750 | 116 | 0.01% | 0.02% | 747 | -157 | -17.31% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 723 | 112 | 0.0% | 0.0% | 748 | -7,972 | -91.68% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 710 | 110 | 0.02% | 0.02% | 749 | +1 | 0.14% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 699 | 108 | 0.01% | 0.01% | 750 | -1 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 694 | 107 | 0.01% | 0.15% | 751 | -12,135 | -94.59% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 638 | 98 | 0.01% | 0.01% | 752 | -93 | -12.72% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | No change | 583 | 90 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 602 | 89 | 0.0% | — | 754 | +602 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | No change | 542 | 84 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 463 | 83 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Added to | 529 | 81 | 0.02% | 0.02% | 757 | +10 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Destiny Wealth Partners, LLC | History | New | 520 | 80 | 0.01% | — | 758 | +520 | New | Q1 2026 | May 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 515 | 79 | 0.04% | 0.05% | 759 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 504 | 78 | 0.01% | 0.01% | 760 | +1 | 0.2% | Q1 2026 | May 15, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 471 | 73 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fairscale Capital, LLC | History | Reduced | 458 | 71 | 0.05% | 0.06% | 762 | -85 | -15.65% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | No change | 442 | 68 | 0.02% | 0.02% | 763 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 440 | 68 | 0.06% | 0.07% | 764 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 438 | 67 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nemes Rush Group LLC | History | Added to | 428 | 66 | 0.01% | 0.01% | 766 | +76 | 21.59% | Q1 2026 | Apr 21, 2026 |
| Providence Capital Advisors, LLC | History | No change | 415 | 64 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GGM Financial LLC | History | No change | 415 | 64 | 0.03% | 0.03% | 768 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 402 | 62 | 0.0% | 0.0% | 769 | +339 | 538.1% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 406 | 62 | 0.03% | 0.03% | 770 | +6 | 1.5% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | No change | 396 | 61 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 390 | 60 | 0.0% | 0.0% | 772 | +190 | 95.0% | Q1 2026 | Apr 17, 2026 |
| Roxbury Financial LLC | History | Reduced | 386 | 59 | 0.05% | 0.06% | 774 | -3 | -0.77% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | No change | 384 | 59 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 375 | 58 | 0.02% | 0.04% | 775 | -275 | -42.31% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | No change | 355 | 55 | 0.04% | 0.06% | 776 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 309 | 51 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hoese & Co LLP | History | No change | 333 | 51 | 0.04% | 0.04% | 778 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 319 | 49 | 0.01% | — | 779 | +319 | New | Q1 2026 | Apr 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 310 | 48 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 306 | 47 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 299 | 46 | 0.0% | — | 782 | +299 | New | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 269 | 45 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 284 | 44 | 0.0% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | No change | 289 | 44 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LRI Investments, LLC | History | No change | 289 | 44 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | No change | 278 | 43 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 275 | 42 | 0.0% | — | 788 | +275 | New | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 264 | 40 | 0.02% | 0.02% | 789 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 250 | 38 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | No change | 250 | 38 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Breakwater Investment Management | History | No change | 245 | 38 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 244 | 37 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 243 | 37 | 0.03% | 0.03% | 794 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 232 | 36 | 0.02% | 0.02% | 795 | -5 | -2.11% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 228 | 35 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 231 | 35 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 222 | 34 | 0.03% | — | 798 | +222 | New | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | New | 218 | 33 | 0.01% | — | 799 | +218 | New | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 193 | 32 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 211 | 32 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 200 | 31 | 0.02% | — | 802 | +200 | New | Q1 2026 | Apr 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 193 | 29 | 0.0% | — | 805 | +193 | New | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 190 | 29 | 0.01% | 0.01% | 804 | +43 | 29.25% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 191 | 29 | 0.0% | 0.0% | 803 | +15 | 8.52% | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 181 | 28 | 0.01% | — | 807 | +181 | New | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 185 | 28 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 176 | 27 | 0.01% | 0.01% | 808 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mechanics Financial Corp | History | No change | 179 | 27 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 169 | 26 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 174 | 26 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Life Planners | History | New | 165 | 25 | 0.02% | — | 813 | +165 | New | Q1 2026 | Apr 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 165 | 25 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | No change | 160 | 24 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Imprint Wealth LLC | History | No change | 149 | 23 | 0.11% | 0.12% | 815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOTCO | History | No change | 144 | 22 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | No change | 144 | 22 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 145 | 22 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | No change | 144 | 22 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Reduced | 137 | 21 | 0.0% | 0.02% | 820 | -500 | -78.49% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 141 | 21 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | No change | 140 | 21 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | Added to | 132 | 20 | 0.0% | 0.0% | 824 | +61 | 85.92% | Q1 2026 | Apr 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 132 | 20 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 117 | 18 | 0.01% | 0.01% | 825 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 112 | 17 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 104 | 16 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sherman Asset Management, Inc. | History | No change | 106 | 16 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 107 | 16 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 100 | 15 | 0.0% | — | 835 | +100 | New | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 98 | 15 | 0.0% | 0.0% | 831 | +5 | 5.38% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 100 | 15 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Decker Retirement Planning Inc. | History | No change | 103 | 15 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Planning Project LLC | History | No change | 92 | 15 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 15 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GoalVest Advisory LLC | History | Reduced | 92 | 14 | 0.0% | 0.0% | 836 | -31 | -25.2% | Q1 2026 | Apr 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 94 | 14 | 0.0% | 0.01% | 837 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 86 | 13 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ransom Advisory, Ltd | History | No change | 73 | 12 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 76 | 11 | 0.01% | — | 843 | +76 | New | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 72 | 11 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | No change | 76 | 11 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 77 | 11 | 0.01% | 0.01% | 842 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 67 | 10 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrity Financial Corp /WA | History | No change | 70 | 10 | 0.0% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 60 | 9 | 0.0% | — | 847 | +60 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 60 | 9 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GODSEY & GIBB, INC | History | New | 58 | 8 | 0.0% | — | 849 | +58 | New | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 55 | 8 | 0.0% | 0.0% | 848 | -11 | -16.67% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 45 | 6 | 0.0% | — | 854 | +45 | New | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 43 | 6 | 0.0% | 0.0% | 852 | +18 | 72.0% | Q1 2026 | May 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EPG Wealth Management LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 39 | 6 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 38 | 5 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 29 | 4 | 0.0% | — | 860 | +29 | New | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | No change | 30 | 4 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | No change | 26 | 4 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 23 | 3 | 0.0% | 0.0% | 861 | -102 | -81.6% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 3 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glassman Wealth Services | History | No change | 20 | 3 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 22 | 3 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clark Wealth Partners | History | New | 15 | 2 | 0.0% | — | 868 | +15 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 867 | -1 | -5.26% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 16 | 2 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | No change | 17 | 2 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 11 | 1 | 0.0% | 0.05% | 871 | -725 | -98.51% | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 10 | 1 | 0.0% | — | 876 | +10 | New | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | New | 9 | 1 | 0.0% | — | 875 | +9 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9 | 1 | 0.0% | — | 870 | +6 | 200.0% | Q1 2026 | May 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 7 | 1 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 12 | 1 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | No change | 8 | 1 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -173,794 | -100.0% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 6.77% | — | -94,933 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -68,617 | -100.0% | Q1 2026 | May 12, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Closed out | 0 | 0 | — | 0.05% | — | -66,532 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,624 | -100.0% | Q1 2026 | May 15, 2026 |
| Wall Capital Group, Inc. | History | Closed out | 0 | 0 | — | 6.54% | — | -40,887 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -29,858 | -100.0% | Q1 2026 | May 12, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -12,960 | -100.0% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,800 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,809 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,093 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,365 | -100.0% | Q1 2026 | May 04, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,515 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -3,454 | -100.0% | Q1 2026 | May 06, 2026 |
| Paulson Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,221 | -100.0% | Q1 2026 | May 08, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -3,190 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,913 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,760 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,740 | -100.0% | Q1 2026 | May 01, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,716 | -100.0% | Q1 2026 | May 04, 2026 |
| Mechanics Bank Trust Department | History | Closed out | 0 | 0 | — | 0.04% | — | -1,704 | -100.0% | Q1 2026 | Apr 09, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,510 | -100.0% | Q1 2026 | May 04, 2026 |
| Titan Wealth (CI) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,479 | -100.0% | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -1,461 | -100.0% | Q1 2026 | May 05, 2026 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,399 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cannon Wealth Management Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,370 | -100.0% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -1,364 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,362 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,340 | -100.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,337 | -100.0% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,320 | -100.0% | Q1 2026 | May 01, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,313 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Embree Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -1,292 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,274 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,268 | -100.0% | Q1 2026 | Apr 30, 2026 |
| O'Brien Greene & Co. Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -1,265 | -100.0% | Q1 2026 | May 06, 2026 |
| Lakeshore Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,265 | -100.0% | Q1 2026 | May 07, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,261 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,252 | -100.0% | Q1 2026 | May 15, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -1,251 | -100.0% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,223 | -100.0% | Q1 2026 | May 15, 2026 |
| Vigil Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,215 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q1 2026 | May 06, 2026 |
| Verum Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,194 | -100.0% | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -902 | -100.0% | Q1 2026 | May 06, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -878 | -100.0% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -792 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -743 | -100.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.02% | — | -650 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -606 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -576 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -297 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -276 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -190 | -100.0% | Q1 2026 | May 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q1 2026 | May 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -86 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |