iSHARES TRUST - IUSV
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 | Reduced | 83,374,722 | 8,525,065 | 0.62% | 0.62% | 1 | -26,908 | -0.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 17,225,624 | 1,761,320 | 0.47% | 0.46% | 2 | +819,093 | 4.99% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,859,581 | 1,008,142 | 0.06% | 0.06% | 3 | +138,830 | 1.43% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,651,770 | 768,343 | 0.37% | 0.4% | 4 | +1,234,205 | 19.23% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,165,021 | 732,623 | 0.2% | 0.18% | 5 | +1,227,412 | 20.67% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,642,282 | 474,673 | 7.27% | 7.16% | 6 | +68,523 | 1.5% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,275,724 | 437,192 | 5.0% | 5.14% | 7 | -162,284 | -3.66% | Q1 2026 | Apr 20, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,893,371 | 398,097 | 6.87% | 9.46% | 8 | +121,202 | 3.21% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 3,683,055 | 376,592 | 10.73% | 10.55% | 9 | +100,859 | 2.82% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,788,906 | 285,165 | 2.12% | 2.13% | 10 | +193,997 | 7.48% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,079,573 | 208,934 | 0.01% | 0.01% | 11 | -242,687 | -10.45% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,640,137 | 167,704 | 0.05% | 0.05% | 12 | -80,325 | -4.67% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,599,208 | 163,519 | 0.02% | 0.03% | 13 | -12,880 | -0.8% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,508,476 | 154,242 | 0.03% | 0.02% | 14 | +29,887 | 2.02% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,437,925 | 147,027 | 0.08% | 0.07% | 15 | +218,862 | 17.95% | Q1 2026 | May 08, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,354,000 | 138,649 | 2.9% | 2.92% | 16 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,313,006 | 134,258 | 1.33% | 1.3% | 17 | +164,901 | 14.36% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,187,481 | 121,419 | 1.46% | 1.42% | 18 | -6,411 | -0.54% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,183,894 | 121,053 | 0.02% | 0.02% | 19 | +89,221 | 8.15% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,165,952 | 119,218 | 0.34% | 0.3% | 20 | +71,953 | 6.58% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 1,112,192 | 113,721 | 3.38% | 3.35% | 21 | +31,352 | 2.9% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,024,836 | 104,789 | 0.15% | 0.13% | 22 | +137,806 | 15.54% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 863,837 | 88,577 | 7.94% | 7.94% | 23 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 818,409 | 83,299 | 0.12% | 0.1% | 24 | +113,116 | 16.04% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 810,696 | 82,893 | 7.42% | — | 25 | +810,696 | New | Q1 2026 | Apr 08, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 791,991 | 80,980 | 3.65% | 5.91% | 26 | -505,355 | -38.95% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 717,475 | 73,361 | 0.08% | 0.08% | 27 | +10,010 | 1.41% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 710,815 | 72,680 | 0.08% | 0.08% | 28 | -32,785 | -4.41% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 702,083 | 71,787 | 1.05% | 0.99% | 29 | +74,434 | 11.86% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 695,650 | 71,130 | 0.4% | 0.4% | 30 | +360 | 0.05% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 658,576 | 67,339 | 0.09% | 0.16% | 31 | -503,071 | -43.31% | Q1 2026 | Apr 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 653,302 | 66,800 | 8.85% | 8.88% | 32 | +9,428 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 597,602 | 61,104 | 0.25% | 0.26% | 33 | -14,356 | -2.35% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 568,929 | 58,172 | 0.15% | 0.17% | 34 | -44,143 | -7.2% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 525,572 | 53,739 | 0.09% | 0.09% | 35 | -18,014 | -3.31% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 513,451 | 52,505 | 0.08% | 0.08% | 36 | +10,726 | 2.13% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 477,801 | 48,855 | 0.0% | 0.0% | 37 | +6,864 | 1.46% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 453,426 | 46,362 | 4.47% | 4.37% | 38 | -4,909 | -1.07% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Added to | 449,471 | 45,958 | 0.82% | 0.55% | 39 | +138,672 | 44.62% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 442,950 | 45,291 | 3.2% | — | 40 | +442,950 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 434,741 | 44,452 | 0.01% | 0.01% | 41 | -125,430 | -22.39% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 418,662 | 42,808 | 0.05% | 0.05% | 42 | -30,215 | -6.73% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 417,873 | 42,716 | 0.01% | 0.01% | 43 | -1,910 | -0.45% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 407,856 | 41,703 | 1.83% | 2.11% | 44 | -27,921 | -6.41% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 390,733 | 40,077 | 0.08% | 0.06% | 45 | -60,690 | -13.44% | Q1 2026 | Apr 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 381,429 | 39,001 | 14.11% | 13.71% | 46 | +25,354 | 7.12% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 367,483 | 37,575 | 0.72% | 0.69% | 47 | +6,560 | 1.82% | Q1 2026 | May 12, 2026 |
| Veracity Capital LLC | History | Reduced | 360,856 | 36,897 | 13.18% | 12.22% | 48 | -44,095 | -10.89% | Q1 2026 | Apr 09, 2026 |
| HOWE & RUSLING INC | History | Added to | 358,791 | 36,686 | 2.39% | 2.37% | 49 | +9,474 | 2.71% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 358,137 | 36,620 | 0.56% | 0.52% | 50 | +10,731 | 3.09% | Q1 2026 | May 01, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 344,715 | 35,247 | 0.07% | 0.06% | 51 | +55,709 | 19.28% | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Reduced | 319,320 | 34,077 | 2.94% | 3.42% | 52 | -43,975 | -12.1% | Q1 2026 | Apr 28, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 320,867 | 32,808 | 10.95% | 10.84% | 53 | +18,359 | 6.07% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 312,125 | 31,914 | 5.09% | 5.84% | 54 | +176 | 0.06% | Q1 2026 | Apr 30, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 302,273 | 30,907 | 8.77% | 8.86% | 55 | +1,816 | 0.6% | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 297,363 | 30,405 | 6.55% | 6.29% | 56 | +17,053 | 6.08% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 295,600 | 30,225 | 14.15% | 13.89% | 57 | +2,090 | 0.71% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 286,084 | 29,252 | 0.36% | 0.43% | 58 | -54,785 | -16.07% | Q1 2026 | Apr 20, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 270,470 | 27,655 | 7.67% | 7.26% | 59 | -2,354 | -0.86% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 250,032 | 25,565 | 0.22% | 0.22% | 60 | +10,478 | 4.37% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 249,807 | 25,542 | 0.07% | 0.07% | 61 | -38,188 | -13.26% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 246,630 | 25,217 | 0.02% | 0.03% | 62 | -140,682 | -36.32% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 240,968 | 24,638 | 0.08% | 0.05% | 63 | +112,478 | 87.54% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 237,433 | 24,277 | 1.45% | 1.47% | 64 | -3,936 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 234,683 | 23,996 | 0.94% | 0.97% | 65 | -5,254 | -2.19% | Q1 2026 | Apr 10, 2026 |
| GDS Wealth Management | History | Reduced | 228,072 | 23,320 | 1.4% | 1.55% | 66 | -13,398 | -5.55% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 226,681 | 23,178 | 0.13% | 0.12% | 67 | +9,814 | 4.53% | Q1 2026 | May 05, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 225,265 | 23,033 | 13.43% | 12.72% | 68 | +18,274 | 8.83% | Q1 2026 | Apr 23, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 220,943 | 22,591 | 8.12% | 8.06% | 69 | +2,366 | 1.08% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 219,581 | 22,452 | 0.11% | 0.17% | 70 | -137,015 | -38.42% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 216,562 | 22,143 | 0.04% | 0.04% | 71 | -75 | -0.03% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 211,610 | 21,637 | 0.06% | 0.06% | 72 | +1,453 | 0.69% | Q1 2026 | Apr 30, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 209,516 | 21,423 | 0.89% | 0.93% | 73 | -1,391 | -0.66% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,404 | 21,104 | 0.08% | 0.07% | 74 | +37,609 | 22.28% | Q1 2026 | Apr 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 203,013 | 20,758 | 2.09% | 2.16% | 75 | -7,533 | -3.58% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 201,795 | 20,633 | 9.94% | 10.03% | 76 | +2,518 | 1.26% | Q1 2026 | May 08, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 200,476 | 20,498 | 3.75% | 3.71% | 77 | -545 | -0.27% | Q1 2026 | Apr 30, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 192,555 | 20,256 | 9.08% | 9.16% | 78 | -1,459 | -0.75% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 182,128 | 18,622 | 6.27% | 5.95% | 79 | +7,253 | 4.15% | Q1 2026 | May 13, 2026 |
| High Probability Advisors, LLC | History | Added to | 178,271 | 18,228 | 2.33% | 2.35% | 80 | +6,686 | 3.9% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 162,440 | 16,609 | 1.6% | 1.55% | 81 | -771 | -0.47% | Q1 2026 | May 06, 2026 |
| Financial Partners Group, Inc | History | Added to | 161,395 | 16,502 | 1.97% | 1.95% | 82 | +1,031 | 0.64% | Q1 2026 | Apr 10, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 159,592 | 16,318 | 3.21% | 3.23% | 83 | +10,356 | 6.94% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 158,595 | 16,216 | 0.18% | 0.18% | 84 | +3,029 | 1.95% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 331,227 | 16,109 | 0.1% | 0.16% | 85 | +100,206 | 43.38% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 156,812 | 16,033 | 0.1% | 0.08% | 86 | +26,290 | 20.14% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 155,090 | 15,857 | 0.84% | 1.37% | 87 | -75,512 | -32.75% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 153,047 | 15,648 | 0.05% | 0.04% | 88 | +2,426 | 1.61% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 151,232 | 15,463 | 0.01% | 0.01% | 89 | -11,299 | -6.95% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 149,660 | 15,302 | 0.02% | — | 90 | +149,660 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 147,252 | 15,056 | 0.07% | 0.09% | 91 | -712 | -0.48% | Q1 2026 | May 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 145,694 | 14,897 | 1.45% | 1.46% | 92 | +384 | 0.26% | Q1 2026 | Apr 29, 2026 |
| Petix & Botte Co | History | Reduced | 144,214 | 14,745 | 3.29% | 3.55% | 93 | -8,257 | -5.42% | Q1 2026 | Apr 30, 2026 |
| Cosner Financial Group, LLC | History | Added to | 139,863 | 14,300 | 7.85% | 7.3% | 94 | +345 | 0.25% | Q1 2026 | May 01, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 139,371 | 14,250 | 10.54% | 10.67% | 95 | -1,624 | -1.15% | Q1 2026 | May 15, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 136,427 | 13,949 | 6.55% | 6.43% | 96 | -564 | -0.41% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 134,278 | 13,729 | 0.01% | 0.01% | 97 | +1,218 | 0.92% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 125,476 | 12,829 | 0.02% | 0.05% | 98 | -168,135 | -57.26% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | Added to | 120,130 | 12,351 | 10.42% | 9.46% | 99 | +15,173 | 14.46% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 119,388 | 12,207 | 0.74% | 0.75% | 100 | +2,787 | 2.39% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 118,551 | 12,121 | 0.14% | 0.2% | 101 | -50,759 | -29.98% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 117,673 | 12,066 | 0.9% | 0.9% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 112,742 | 11,527 | 0.02% | 0.02% | 103 | -28,987 | -20.45% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 111,571 | 11,408 | 0.77% | 0.78% | 104 | -773 | -0.69% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 110,745 | 11,323 | 0.13% | 0.13% | 105 | +1,855 | 1.7% | Q1 2026 | Apr 28, 2026 |
| Roberts Financial Services LLC | History | Reduced | 110,281 | 11,276 | 3.59% | 3.67% | 106 | -3,867 | -3.39% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 106,867 | 10,927 | 0.01% | 0.01% | 107 | +1,738 | 1.65% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 106,391 | 10,878 | 0.09% | 0.13% | 108 | +2,735 | 2.64% | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | Added to | 102,381 | 10,770 | 5.34% | 5.58% | 109 | +9,115 | 9.77% | Q1 2026 | Apr 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 104,819 | 10,717 | 0.18% | 0.04% | 110 | +80,138 | 324.7% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 103,513 | 10,584 | 0.03% | 0.02% | 111 | +36,509 | 54.49% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 101,314 | 10,359 | 0.86% | 0.93% | 112 | -2,397 | -2.31% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 100,840 | 10,310 | 0.29% | 0.31% | 113 | -7,902 | -7.27% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 97,701 | 9,989 | 0.31% | 0.32% | 114 | +1,784 | 1.86% | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Added to | 97,655 | 9,985 | 2.24% | 1.91% | 115 | +16,720 | 20.66% | Q1 2026 | Apr 15, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 96,529 | 9,870 | 0.15% | 0.14% | 116 | +305 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 96,370 | 9,853 | 0.7% | 0.73% | 117 | -2,286 | -2.32% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 94,482 | 9,665 | 0.05% | 0.05% | 118 | -1,202 | -1.26% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 93,569 | 9,567 | 0.74% | 0.7% | 119 | +3,654 | 4.06% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 93,484 | 9,558 | 0.2% | 0.23% | 120 | -11,664 | -11.09% | Q1 2026 | Apr 27, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 92,953 | 9,504 | 2.85% | 3.35% | 121 | -25,762 | -21.7% | Q1 2026 | Apr 15, 2026 |
| Financial Council, LLC | History | Added to | 90,785 | 9,282 | 3.58% | 3.7% | 122 | +319 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 88,535 | 9,052 | 0.85% | 0.76% | 123 | +5,479 | 6.6% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 85,842 | 8,777 | 0.2% | 0.13% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 85,459 | 8,744 | 0.0% | 0.0% | 125 | -10,021 | -10.5% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 84,621 | 8,652 | 0.72% | 0.75% | 126 | -2,649 | -3.04% | Q1 2026 | Apr 13, 2026 |
| Alpha Zero LLC | History | Added to | 83,264 | 8,513 | 4.31% | 4.57% | 127 | +1,599 | 1.96% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 82,275 | 8,436 | 0.0% | 0.0% | 128 | -7,640 | -8.5% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 80,426 | 8,223 | 4.08% | 4.05% | 129 | +1,508 | 1.91% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Added to | 80,539 | 8,210 | 3.34% | 3.21% | 130 | +3,739 | 4.87% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,237 | 8,102 | 0.01% | 0.01% | 131 | +4,030 | 5.36% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 77,615 | 7,936 | 0.09% | 0.05% | 132 | +38,477 | 98.31% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 76,631 | 7,835 | 1.33% | 1.3% | 133 | +2,163 | 2.9% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 75,728 | 7,743 | 0.08% | 0.08% | 134 | +64 | 0.08% | Q1 2026 | May 08, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 75,222 | 7,691 | 3.61% | 3.31% | 135 | -677 | -0.89% | Q1 2026 | Apr 14, 2026 |
| Family Capital Management, Inc. | History | Added to | 75,005 | 7,669 | 3.41% | 2.27% | 136 | +25,107 | 50.32% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 74,408 | 7,574 | 1.0% | 1.09% | 137 | -4,632 | -5.86% | Q1 2026 | Apr 30, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 73,765 | 7,542 | 6.06% | 4.76% | 138 | -366 | -0.49% | Q1 2026 | Apr 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 71,340 | 7,294 | 0.28% | 0.21% | 139 | +9,017 | 14.47% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 71,183 | 7,278 | 0.35% | 0.78% | 140 | -95,174 | -57.21% | Q1 2026 | May 18, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 70,673 | 7,226 | 6.7% | 6.74% | 141 | -4,158 | -5.56% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 70,222 | 7,180 | 0.08% | — | 142 | +70,222 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 70,127 | 7,173 | 0.01% | 0.01% | 143 | +36,520 | 108.67% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 68,742 | 7,028 | 0.63% | 1.07% | 144 | -45,402 | -39.78% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 68,355 | 6,989 | 0.01% | — | 145 | +68,355 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 67,597 | 6,911 | 0.08% | 0.09% | 146 | -2,918 | -4.14% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 67,175 | 6,868 | 0.26% | 0.24% | 147 | +3,809 | 6.01% | Q1 2026 | May 11, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 66,066 | 6,755 | 6.54% | 6.61% | 148 | +1,672 | 2.6% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 64,947 | 6,640 | 1.78% | 2.06% | 149 | +1,423 | 2.24% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 63,917 | 6,535 | 0.14% | 0.14% | 150 | +1,298 | 2.07% | Q1 2026 | May 01, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 60,870 | 6,224 | 1.55% | 1.74% | 151 | -801 | -1.3% | Q1 2026 | Apr 29, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 57,502 | 6,023 | 4.06% | 4.04% | 152 | +256 | 0.45% | Q1 2026 | Apr 10, 2026 |
| Columbus Macro, LLC | History | Added to | 58,781 | 6,010 | 0.64% | 0.65% | 153 | +1,178 | 2.05% | Q1 2026 | Apr 21, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 58,232 | 5,954 | 3.49% | 3.41% | 154 | +482 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 57,762 | 5,906 | 0.23% | 0.25% | 155 | -8,860 | -13.3% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,409 | 5,870 | 0.1% | 0.1% | 156 | +6,839 | 13.52% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 56,779 | 5,805 | 0.07% | 0.08% | 157 | +4,047 | 7.67% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 56,387 | 5,765 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 55,927 | 5,718 | 0.08% | 0.02% | 159 | +41,685 | 292.69% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,459 | 5,584 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 54,461 | 5,568 | 0.01% | 0.01% | 161 | -2,528 | -4.44% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,792 | 5,500 | 0.01% | 0.0% | 162 | +50,122 | 1365.72% | Q1 2026 | May 01, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 53,232 | 5,442 | 0.62% | 0.63% | 163 | -983 | -1.81% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 52,847 | 5,403 | 0.15% | 0.16% | 164 | -8,755 | -14.21% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 51,795 | 5,311 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Eley Financial Management, Inc | History | Added to | 51,500 | 5,265 | 1.9% | 1.87% | 166 | +815 | 1.61% | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | Reduced | 51,395 | 5,255 | 0.18% | 0.18% | 167 | -1,077 | -2.05% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 50,360 | 5,149 | 0.09% | 0.09% | 168 | -759 | -1.48% | Q1 2026 | Apr 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 49,532 | 5,064 | 0.07% | 0.09% | 169 | -4,234 | -7.87% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 48,908 | 5,000 | 0.79% | 0.91% | 170 | +936 | 1.95% | Q1 2026 | Apr 17, 2026 |
| Elm Partners Management LLC | History | Added to | 49,756 | 4,998 | 0.22% | 0.21% | 171 | +4,623 | 10.24% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 48,024 | 4,910 | 1.18% | 1.38% | 172 | -3,585 | -6.95% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 48,011 | 4,896 | 0.01% | 0.04% | 173 | -21,219 | -30.65% | Q1 2026 | May 12, 2026 |
| Variant Private Wealth, LLC | History | Added to | 47,704 | 4,877 | 5.91% | 5.06% | 174 | +179 | 0.38% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 46,571 | 4,761 | 0.01% | 0.01% | 175 | -118 | -0.25% | Q1 2026 | May 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 46,477 | 4,752 | 1.56% | 1.37% | 176 | -3,331 | -6.69% | Q1 2026 | Apr 15, 2026 |
| Breakwater Capital Group | History | Reduced | 45,720 | 4,674 | 0.63% | 0.67% | 177 | -959 | -2.05% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 42,044 | 4,572 | 0.12% | 0.05% | 178 | +30,649 | 268.97% | Q1 2026 | May 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 44,340 | 4,547 | 1.21% | 1.21% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 44,292 | 4,528 | 0.0% | 0.0% | 180 | +2,824 | 6.81% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 43,480 | 4,445 | 0.72% | 0.79% | 181 | -4,130 | -8.67% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,601 | 4,355 | 0.08% | 0.07% | 182 | +8,151 | 23.66% | Q1 2026 | May 11, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 42,378 | 4,333 | 0.08% | 0.19% | 183 | -49,526 | -53.89% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 42,232 | 4,318 | 0.0% | 0.0% | 184 | -733 | -1.71% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 40,701 | 4,161 | 0.1% | 0.1% | 185 | -708 | -1.71% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 40,539 | 4,145 | 0.01% | 0.01% | 186 | -1,042 | -2.51% | Q1 2026 | May 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 40,537 | 4,144 | 2.48% | 2.21% | 187 | -2,325 | -5.42% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 40,129 | 4,103 | 0.09% | 0.09% | 188 | +647 | 1.64% | Q1 2026 | May 11, 2026 |
| Wealth Management Partners, LLC | History | Added to | 40,127 | 4,103 | 1.17% | 1.17% | 189 | +17 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 39,526 | 4,047 | 0.07% | 0.08% | 190 | -2,557 | -6.08% | Q1 2026 | May 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 39,278 | 4,016 | 0.19% | 0.18% | 191 | +2,370 | 6.42% | Q1 2026 | Apr 27, 2026 |
| Towne Trust Company, N.A | History | Added to | 39,026 | 3,990 | 1.28% | 0.99% | 192 | +7,939 | 25.54% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 38,976 | 3,985 | 0.09% | — | 193 | +38,976 | New | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 38,824 | 3,969 | 0.0% | 0.0% | 194 | -418 | -1.07% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 38,460 | 3,932 | 1.36% | 1.38% | 195 | -383 | -0.99% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 38,107 | 3,896 | 0.05% | 0.05% | 196 | +1,536 | 4.2% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 37,592 | 3,843 | 0.02% | 0.02% | 197 | -1,534 | -3.92% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,444 | 3,828 | 0.09% | 0.06% | 198 | +13,136 | 54.04% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 37,148 | 3,798 | 1.59% | 2.0% | 199 | -4,069 | -9.87% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,129 | 3,796 | 0.02% | 0.01% | 200 | +24,677 | 198.18% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36,745 | 3,767 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 36,602 | 3,742 | 0.2% | 0.81% | 202 | -142,414 | -79.55% | Q1 2026 | Apr 28, 2026 |
| Greenline Partners, LLC | History | No change | 35,658 | 3,646 | 0.39% | 0.42% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 34,543 | 3,532 | 0.22% | 0.26% | 204 | -2,895 | -7.73% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 33,764 | 3,452 | 1.03% | 0.76% | 205 | +8,393 | 33.08% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,449 | 3,420 | 0.0% | 0.0% | 206 | +2,876 | 9.41% | Q1 2026 | May 15, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 32,545 | 3,327 | 2.16% | 2.14% | 207 | -484 | -1.47% | Q1 2026 | Apr 20, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 32,280 | 3,300 | 1.79% | 1.53% | 208 | -1,885 | -5.52% | Q1 2026 | Apr 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 31,906 | 3,262 | 0.45% | 0.46% | 209 | -132 | -0.41% | Q1 2026 | May 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 31,663 | 3,237 | 0.56% | 0.6% | 210 | -830 | -2.55% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,433 | 3,208 | 0.03% | 0.04% | 211 | -157 | -0.5% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | Added to | 30,957 | 3,165 | 0.38% | 0.39% | 212 | +482 | 1.58% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,002 | 3,067 | 0.02% | 0.01% | 213 | +5,801 | 23.97% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 29,683 | 3,035 | 0.13% | — | 214 | +29,683 | New | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 29,547 | 3,021 | 0.35% | 0.33% | 215 | +630 | 2.18% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,576 | 2,925 | 0.03% | 0.03% | 216 | +588 | 2.1% | Q1 2026 | Apr 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,600 | 2,924 | 0.0% | 0.01% | 217 | -19,100 | -40.04% | Q1 2026 | May 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 28,577 | 2,922 | 0.69% | 0.67% | 218 | +562 | 2.01% | Q1 2026 | May 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 28,340 | 2,897 | 1.96% | 5.65% | 219 | -52,425 | -64.91% | Q1 2026 | Apr 30, 2026 |
| Apollon Financial, LLC | History | Added to | 27,800 | 2,842 | 0.39% | 0.3% | 220 | +7,734 | 38.54% | Q1 2026 | Apr 22, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 27,678 | 2,830 | 1.84% | 1.89% | 221 | -1,210 | -4.19% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,617 | 2,823 | 0.01% | 0.01% | 222 | +3,368 | 13.89% | Q1 2026 | May 08, 2026 |
| Eagle Strategies LLC | History | Added to | 27,607 | 2,822 | 0.34% | 0.35% | 223 | +591 | 2.19% | Q1 2026 | Apr 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 27,434 | 2,805 | 0.03% | 0.02% | 224 | +6,769 | 32.76% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 26,971 | 2,757 | 0.3% | 0.31% | 225 | -942 | -3.37% | Q1 2026 | Apr 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 26,925 | 2,753 | 0.1% | 0.1% | 226 | +495 | 1.87% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,841 | 2,745 | 0.04% | 0.04% | 227 | +1,655 | 6.57% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 26,562 | 2,715 | 0.04% | 0.04% | 228 | -347 | -1.29% | Q1 2026 | Apr 08, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 26,162 | 2,675 | 0.73% | 0.76% | 229 | +91 | 0.35% | Q1 2026 | May 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 25,663 | 2,624 | 1.35% | 1.58% | 230 | -4,153 | -13.93% | Q1 2026 | May 13, 2026 |
| General Partner, Inc. | History | No change | 25,634 | 2,621 | 1.6% | 1.49% | 231 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,191 | 2,575 | 0.23% | 0.22% | 232 | +832 | 3.42% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,976 | 2,561 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 24,966 | 2,552 | 0.79% | 0.84% | 234 | -91 | -0.36% | Q1 2026 | May 13, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 24,832 | 2,539 | 1.01% | 0.95% | 235 | +881 | 3.68% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 24,521 | 2,507 | 0.08% | 0.11% | 236 | +1,180 | 5.06% | Q1 2026 | Apr 29, 2026 |
| Life Planning Partners, Inc | History | No change | 24,491 | 2,504 | 1.91% | 1.92% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,309 | 2,485 | 0.01% | 0.01% | 238 | -8,933 | -26.87% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 24,218 | 2,476 | 0.14% | 0.15% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MFA Wealth Services | History | Added to | 24,089 | 2,463 | 1.63% | 1.65% | 240 | +241 | 1.01% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 23,819 | 2,435 | 0.0% | 0.0% | 241 | +3,103 | 14.98% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 22,613 | 2,418 | 0.04% | 0.04% | 243 | +14,920 | 193.94% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 23,586 | 2,418 | 0.49% | 0.49% | 242 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,277 | 2,380 | 0.04% | 0.04% | 244 | +2,055 | 9.68% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 23,062 | 2,358 | 0.46% | 0.5% | 245 | -108 | -0.47% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 22,672 | 2,318 | 0.33% | 0.37% | 246 | -1,596 | -6.58% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 22,083 | 2,257 | 0.24% | 0.25% | 247 | +67 | 0.3% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 21,988 | 2,251 | 0.36% | 0.38% | 248 | +446 | 2.07% | Q1 2026 | Apr 14, 2026 |
| Caprock Group, LLC | History | No change | 21,771 | 2,226 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 21,375 | 2,185 | 0.03% | 0.02% | 250 | +997 | 4.89% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 21,362 | 2,184 | 0.1% | 0.13% | 251 | -5,563 | -20.66% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,026 | 2,149 | 0.08% | 0.1% | 252 | +397 | 1.92% | Q1 2026 | May 19, 2026 |
| Denver PWM, LLC | History | Reduced | 19,503 | 2,119 | 0.73% | 1.04% | 253 | -13,451 | -40.82% | Q1 2026 | May 12, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 20,721 | 2,118 | 0.38% | 0.38% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 20,441 | 2,090 | 0.0% | 0.0% | 255 | +18,466 | 934.99% | Q1 2026 | May 13, 2026 |
| Drake & Associates, LLC | History | Reduced | 20,397 | 2,085 | 0.4% | 0.44% | 256 | -1,254 | -5.79% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 20,024 | 2,047 | 0.03% | 0.03% | 257 | -3,627 | -15.34% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 19,656 | 2,009 | 0.11% | — | 258 | +19,656 | New | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Reduced | 19,560 | 2,000 | 0.61% | 0.67% | 259 | -821 | -4.03% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 19,304 | 1,973 | 0.23% | 0.24% | 260 | -58 | -0.3% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 19,081 | 1,950 | 0.15% | 0.15% | 261 | -651 | -3.3% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Added to | 18,560 | 1,897 | 0.21% | 0.19% | 262 | +1,597 | 9.41% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 18,235 | 1,864 | 0.09% | 0.1% | 263 | -2,257 | -11.01% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 18,160 | 1,857 | 0.01% | — | 264 | +18,160 | New | Q1 2026 | Apr 07, 2026 |
| TL Private Wealth | History | Reduced | 17,663 | 1,844 | 0.73% | 0.73% | 265 | -360 | -2.0% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,989 | 1,839 | 0.09% | 0.1% | 266 | -113 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Traub Capital Management LLC | History | Added to | 17,199 | 1,758 | 1.74% | 1.69% | 267 | +82 | 0.48% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,910 | 1,729 | 0.03% | 0.03% | 268 | +2,348 | 16.12% | Q1 2026 | May 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 16,902 | 1,728 | 0.18% | 0.02% | 269 | +15,733 | 1345.85% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 16,569 | 1,694 | 0.34% | 0.36% | 270 | -55 | -0.33% | Q1 2026 | May 01, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 16,508 | 1,687 | 0.29% | 0.26% | 271 | +1,816 | 12.36% | Q1 2026 | Apr 17, 2026 |
| TriaGen Wealth Management LLC | History | No change | 16,387 | 1,675 | 0.46% | 0.43% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 15,610 | 1,664 | 0.56% | 0.56% | 273 | -622 | -3.83% | Q1 2026 | Apr 28, 2026 |
| Joule Financial, LLC | History | Added to | 16,002 | 1,636 | 0.48% | 0.08% | 274 | +13,345 | 502.26% | Q1 2026 | Apr 14, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 15,964 | 1,632 | 0.76% | 0.74% | 275 | -481 | -2.92% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,883 | 1,624 | 0.01% | 0.02% | 276 | -5,206 | -24.69% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 15,566 | 1,591 | 0.24% | 0.23% | 277 | +60 | 0.39% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,852 | 1,518 | 0.1% | 0.1% | 278 | +4 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 14,805 | 1,513 | 0.36% | — | 279 | +14,805 | New | Q1 2026 | Apr 10, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 14,756 | 1,508 | 0.21% | 1.84% | 280 | -110,970 | -88.26% | Q1 2026 | May 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 14,237 | 1,455 | 0.62% | 0.62% | 281 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| IFS Group,LLC | History | New | 14,011 | 1,432 | 1.28% | — | 282 | +14,011 | New | Q1 2026 | May 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,914 | 1,422 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 13,895 | 1,420 | 0.11% | 0.23% | 284 | +266 | 1.95% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,743 | 1,405 | 0.0% | 0.0% | 285 | +1,861 | 15.66% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 13,726 | 1,403 | 0.49% | 0.51% | 286 | +128 | 0.94% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Added to | 13,495 | 1,379 | 0.11% | 0.1% | 287 | +1,241 | 10.13% | Q1 2026 | May 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,470 | 1,377 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 13,343 | 1,364 | 0.6% | 0.63% | 289 | -121 | -0.9% | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 13,253 | 1,358 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 13,165 | 1,346 | 0.07% | 0.06% | 291 | +848 | 6.88% | Q1 2026 | May 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 13,140 | 1,343 | 1.02% | 0.99% | 292 | +16 | 0.12% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 13,101 | 1,339 | 0.11% | 0.1% | 293 | +606 | 4.85% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 13,061 | 1,339 | 0.45% | 0.45% | 294 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 13,065 | 1,335 | 0.01% | 0.01% | 295 | -516 | -3.8% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,233 | 1,330 | 0.09% | 0.09% | 296 | -583 | -4.55% | Q1 2026 | May 12, 2026 |
| Wealthquest Corp | History | No change | 12,847 | 1,317 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 12,658 | 1,294 | 0.08% | 0.09% | 298 | -285 | -2.2% | Q1 2026 | Apr 17, 2026 |
| Carr Financial Group Corp | History | Added to | 12,615 | 1,289 | 0.34% | 0.34% | 299 | +48 | 0.38% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,575 | 1,285 | 0.17% | 0.17% | 300 | +34 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 12,513 | 1,279 | 0.01% | — | 302 | +12,513 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 12,513 | 1,279 | 0.07% | 0.08% | 301 | -936 | -6.96% | Q1 2026 | May 14, 2026 |
| MLP3, LLC | History | Added to | 12,376 | 1,265 | 1.39% | 1.33% | 303 | +470 | 3.95% | Q1 2026 | Apr 13, 2026 |
| Prism Planning Partners LLC | History | No change | 12,340 | 1,261 | 1.49% | 1.42% | 304 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Narus Financial Partners, LLC | History | Added to | 12,260 | 1,253 | 0.33% | 0.35% | 305 | +12 | 0.1% | Q1 2026 | Apr 21, 2026 |
| POTENTIA WEALTH | History | No change | 12,173 | 1,244 | 0.48% | 0.46% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American State Bank (Iowa) | History | Reduced | 11,996 | 1,226 | 0.59% | 0.62% | 307 | -500 | -4.0% | Q1 2026 | Apr 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 11,876 | 1,214 | 0.05% | — | 308 | +11,876 | New | Q1 2026 | May 14, 2026 |
| Brickley Wealth Management | History | No change | 11,806 | 1,207 | 0.21% | 0.2% | 309 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Richmond Investment Services, LLC | History | Added to | 11,691 | 1,195 | 0.19% | 0.16% | 310 | +2,386 | 25.64% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 11,558 | 1,181 | 0.02% | 0.02% | 311 | +1,062 | 10.12% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,523 | 1,178 | 0.0% | 0.0% | 312 | +3,975 | 52.66% | Q1 2026 | May 06, 2026 |
| Argent Trust Co | History | Added to | 11,412 | 1,166 | 0.04% | 0.04% | 313 | +472 | 4.31% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 11,166 | 1,141 | 0.08% | 0.1% | 314 | -3,866 | -25.72% | Q1 2026 | May 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 11,102 | 1,135 | 0.25% | 0.26% | 315 | -224 | -1.98% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,038 | 1,128 | 0.09% | 0.08% | 316 | +1,694 | 18.13% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 10,910 | 1,115 | 0.27% | 0.28% | 317 | +95 | 0.88% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,839 | 1,108 | 0.01% | 0.01% | 318 | +95 | 0.88% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Reduced | 10,831 | 1,107 | 0.06% | 0.07% | 319 | -868 | -7.42% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 10,685 | 1,092 | 0.02% | 0.02% | 320 | -20 | -0.19% | Q1 2026 | Apr 10, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 10,451 | 1,068 | 0.3% | 0.29% | 321 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 10,369 | 1,061 | 0.05% | 0.05% | 322 | -102 | -0.97% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,217 | 1,044 | 0.06% | 0.05% | 323 | +13 | 0.13% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,136 | 1,036 | 0.0% | — | 324 | +10,136 | New | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,064 | 1,029 | 0.06% | 0.06% | 325 | +3 | 0.03% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 9,930 | 1,015 | 0.02% | 0.02% | 326 | +35 | 0.35% | Q1 2026 | Apr 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,911 | 1,013 | 0.07% | 0.08% | 327 | -1,955 | -16.48% | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 9,915 | 1,013 | 0.15% | 0.15% | 328 | +10 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 9,871 | 1,009 | 0.24% | 0.11% | 329 | +5,282 | 115.1% | Q1 2026 | Apr 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 9,752 | 997 | 0.63% | 0.68% | 330 | +49 | 0.5% | Q1 2026 | May 11, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,677 | 989 | 0.47% | 0.49% | 331 | -38 | -0.39% | Q1 2026 | May 01, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 9,593 | 980 | 0.22% | 0.31% | 332 | -3,500 | -26.73% | Q1 2026 | Apr 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,578 | 979 | 0.01% | 0.01% | 333 | -604 | -5.93% | Q1 2026 | May 12, 2026 |
| Lansing Street Advisors | History | Reduced | 9,561 | 977 | 0.25% | 0.26% | 334 | -490 | -4.88% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,480 | 969 | 0.03% | — | 335 | +9,480 | New | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 9,349 | 958 | 0.66% | 0.66% | 336 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | Reduced | 9,361 | 957 | 0.0% | 0.01% | 337 | -100 | -1.06% | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 9,324 | 953 | 0.72% | 0.58% | 338 | +1,833 | 24.47% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 9,303 | 951 | 0.02% | 0.01% | 339 | +5,815 | 166.71% | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 9,246 | 945 | 0.08% | 0.05% | 340 | +4,040 | 77.6% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Added to | 9,142 | 934 | 0.39% | 0.38% | 341 | +537 | 6.24% | Q1 2026 | Apr 21, 2026 |
| Global Assets Advisory, LLC | History | Added to | 25,452 | 914 | 0.26% | 0.11% | 342 | +21,564 | 554.63% | Q1 2026 | May 01, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 9,065 | 910 | 0.3% | 0.31% | 343 | -41 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 8,875 | 907 | 0.18% | 0.2% | 344 | -592 | -6.25% | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,868 | 906 | 0.01% | 0.01% | 345 | +998 | 12.68% | Q1 2026 | May 12, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 8,755 | 897 | 1.14% | — | 347 | +8,755 | New | Q1 2026 | May 07, 2026 |
| Patten Group, Inc. | History | Added to | 8,774 | 897 | 0.16% | 0.16% | 346 | +483 | 5.83% | Q1 2026 | Apr 24, 2026 |
| Riverwater Partners LLC | History | Added to | 8,763 | 896 | 0.3% | 0.33% | 348 | +515 | 6.24% | Q1 2026 | May 07, 2026 |
| ERn Financial, LLC | History | Added to | 8,754 | 895 | 0.17% | 0.17% | 349 | +49 | 0.56% | Q1 2026 | Apr 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 8,741 | 893 | 0.1% | 0.11% | 350 | -494 | -5.35% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,730 | 892 | 0.29% | 0.3% | 351 | +584 | 7.17% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,394 | 858 | 0.02% | 0.02% | 352 | +411 | 5.15% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 8,324 | 851 | 0.07% | 0.07% | 353 | -472 | -5.37% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,305 | 849 | 0.22% | 0.24% | 354 | -10 | -0.12% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,257 | 844 | 0.01% | 0.01% | 355 | -282 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 8,251 | 843 | 0.24% | 0.24% | 356 | +296 | 3.72% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 8,107 | 828 | 0.12% | 0.13% | 358 | -6 | -0.07% | Q1 2026 | Apr 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 8,102 | 828 | 0.09% | 0.09% | 357 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 8,056 | 823 | 0.71% | 0.7% | 359 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 7,951 | 812 | 0.0% | 0.0% | 360 | -301 | -3.65% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,716 | 788 | 0.05% | 0.05% | 361 | +136 | 1.79% | Q1 2026 | Apr 30, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 7,705 | 787 | 0.63% | 0.73% | 362 | -1,445 | -15.79% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 8,445 | 779 | 0.25% | 0.16% | 363 | -111 | -1.3% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO | History | No change | 7,498 | 772 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 7,533 | 770 | 0.19% | 0.25% | 365 | -2,066 | -21.52% | Q1 2026 | May 07, 2026 |
| Innovative Wealth Building LLC | History | Added to | 7,535 | 770 | 0.54% | 0.56% | 366 | +93 | 1.25% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,482 | 765 | 0.03% | 0.03% | 368 | -1,420 | -15.95% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 7,487 | 765 | 0.05% | 0.05% | 367 | +833 | 12.52% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | Added to | 7,389 | 755 | 0.1% | 0.1% | 369 | +81 | 1.11% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,347 | 751 | 0.01% | 0.01% | 370 | +1,990 | 37.15% | Q1 2026 | May 08, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 7,344 | 750 | 0.23% | 0.22% | 371 | +170 | 2.37% | Q1 2026 | Apr 20, 2026 |
| Essex Bank | History | Added to | 7,289 | 745 | 0.16% | 0.13% | 372 | +1,465 | 25.15% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,265 | 742 | 0.0% | 0.0% | 373 | +82 | 1.14% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,239 | 740 | 0.09% | 0.04% | 374 | +4,200 | 138.2% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | No change | 7,177 | 733 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | Added to | 7,157 | 731 | 0.4% | 0.38% | 376 | +391 | 5.78% | Q1 2026 | May 01, 2026 |
| DGS Capital Management, LLC | History | Added to | 6,992 | 714 | 0.12% | 0.12% | 377 | +101 | 1.47% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,936 | 709 | 0.36% | 0.36% | 379 | +420 | 6.45% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 6,942 | 709 | 0.15% | 0.15% | 378 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,921 | 707 | 0.03% | — | 380 | +6,921 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,873 | 702 | 0.0% | — | 381 | +6,873 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,836 | 699 | 0.05% | 0.04% | 382 | +820 | 13.63% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,804 | 695 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 6,787 | 693 | 0.4% | 0.4% | 384 | +58 | 0.86% | Q1 2026 | May 01, 2026 |
| Trust Point Inc. | History | No change | 6,600 | 674 | 0.06% | 0.05% | 385 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Added to | 6,591 | 673 | 0.05% | 0.05% | 386 | +181 | 2.82% | Q1 2026 | Apr 16, 2026 |
| Cambridge Financial Group, LLC | History | No change | 6,590 | 673 | 0.23% | 0.23% | 387 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,504 | 665 | 0.04% | 0.04% | 388 | +248 | 3.96% | Q1 2026 | Apr 24, 2026 |
| COFG Advisors, LLC | History | Added to | 6,422 | 656 | 0.16% | 0.1% | 389 | +2,288 | 55.35% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,389 | 653 | 0.01% | 0.01% | 390 | +118 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,365 | 650 | 0.01% | 0.01% | 391 | -4,437 | -41.08% | Q1 2026 | May 01, 2026 |
| Cascade Financial Partners, LLC | History | No change | 6,233 | 637 | 0.07% | 0.06% | 392 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 6,132 | 627 | 0.02% | 0.02% | 393 | -82 | -1.32% | Q1 2026 | May 13, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 6,129 | 626 | 0.18% | 0.2% | 394 | -598 | -8.89% | Q1 2026 | May 07, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 5,971 | 610 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 5,941 | 607 | 0.03% | 0.03% | 396 | +220 | 3.85% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,898 | 603 | 0.22% | 0.17% | 397 | +899 | 17.98% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 5,864 | 600 | 0.08% | 0.08% | 398 | -51 | -0.86% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 5,794 | 592 | 0.0% | 0.0% | 400 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 5,792 | 592 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,767 | 589 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 5,730 | 585 | 0.14% | 0.17% | 403 | -630 | -9.91% | Q1 2026 | Apr 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,722 | 585 | 0.03% | 0.03% | 402 | +481 | 9.18% | Q1 2026 | Apr 30, 2026 |
| Ketron Financial | History | Added to | 5,728 | 585 | 0.21% | 0.19% | 404 | +130 | 2.32% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,706 | 583 | 0.01% | 0.01% | 405 | -351 | -5.79% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,700 | 582 | 0.02% | 0.02% | 406 | +310 | 5.75% | Q1 2026 | May 06, 2026 |
| Dynamic Financial Group | History | Added to | 5,673 | 580 | 0.47% | 0.5% | 407 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | New | 5,659 | 578 | 0.23% | — | 408 | +5,659 | New | Q1 2026 | May 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,640 | 576 | 0.0% | 0.0% | 409 | +358 | 6.78% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 5,583 | 570 | 0.01% | 0.01% | 410 | -300 | -5.1% | Q1 2026 | Apr 16, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 5,577 | 570 | 0.12% | 0.13% | 411 | -96 | -1.69% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,568 | 569 | 0.0% | 0.0% | 412 | +2,197 | 65.17% | Q1 2026 | May 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,567 | 569 | 0.39% | 0.44% | 413 | -269 | -4.61% | Q1 2026 | Apr 15, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 5,482 | 560 | 0.17% | 0.17% | 414 | -23 | -0.42% | Q1 2026 | May 20, 2026 |
| Prospect Financial Services LLC | History | Added to | 5,379 | 550 | 0.34% | 0.15% | 416 | +2,752 | 104.76% | Q1 2026 | Apr 24, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,385 | 550 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 5,349 | 547 | 0.0% | 0.0% | 417 | +18 | 0.34% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 5,318 | 543 | 0.1% | 0.1% | 418 | +44 | 0.83% | Q1 2026 | Apr 17, 2026 |
| RDA Financial Network | History | Reduced | 5,295 | 541 | 0.14% | 0.15% | 419 | -891 | -14.4% | Q1 2026 | Apr 08, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 5,288 | 540 | 0.24% | 0.25% | 420 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,222 | 534 | 0.08% | 0.09% | 422 | -167 | -3.1% | Q1 2026 | May 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,228 | 534 | 0.03% | 0.03% | 421 | +18 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 5,191 | 530 | 0.07% | 0.06% | 423 | +850 | 19.58% | Q1 2026 | Apr 23, 2026 |
| GWN SECURITIES INC. | History | No change | 5,135 | 525 | 0.1% | 0.11% | 424 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BTC Capital Management, Inc. | History | No change | 5,140 | 525 | 0.04% | 0.04% | 425 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 5,100 | 521 | 0.05% | 0.05% | 426 | -163 | -3.1% | Q1 2026 | May 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,960 | 521 | 0.15% | 0.16% | 427 | +20 | 0.4% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,039 | 515 | 0.0% | 0.0% | 428 | -410 | -7.52% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,013 | 512 | 0.02% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | No change | 4,862 | 497 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,841 | 494 | 0.09% | 0.08% | 431 | +38 | 0.79% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,761 | 490 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,764 | 487 | 0.0% | — | 433 | +4,764 | New | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,746 | 485 | 0.01% | 0.01% | 434 | -754 | -13.71% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 4,732 | 483 | 0.02% | 0.01% | 436 | +623 | 15.16% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,728 | 483 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,698 | 480 | 0.01% | 0.02% | 437 | +9 | 0.19% | Q1 2026 | Apr 27, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 4,694 | 479 | 0.13% | — | 438 | +4,694 | New | Q1 2026 | Apr 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,660 | 476 | 0.06% | 0.06% | 439 | +330 | 7.62% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,638 | 474 | 0.0% | 0.0% | 440 | +3,233 | 230.11% | Q1 2026 | May 08, 2026 |
| Burk Holdings LLC | History | Added to | 4,636 | 474 | 0.2% | 0.23% | 442 | +15 | 0.32% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 4,642 | 474 | 0.1% | 0.1% | 441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 4,629 | 473 | 0.09% | 0.11% | 443 | -1,199 | -20.57% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,602 | 470 | 0.01% | 0.01% | 444 | -259 | -5.33% | Q1 2026 | May 07, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 4,588 | 469 | 0.27% | 0.27% | 446 | -668 | -12.71% | Q1 2026 | Apr 17, 2026 |
| CIM, LLC | History | Reduced | 4,588 | 469 | 0.07% | 0.06% | 445 | -2 | -0.04% | Q1 2026 | May 18, 2026 |
| Cutler Capital Management, LLC | History | No change | 4,550 | 465 | 0.13% | 0.14% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,540 | 464 | 0.04% | 0.04% | 448 | -150 | -3.2% | Q1 2026 | May 07, 2026 |
| Choate Investment Advisors | History | No change | 4,500 | 460 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,452 | 456 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Invariant Investment Management | History | Added to | 4,311 | 453 | 0.28% | 0.29% | 451 | +13 | 0.3% | Q1 2026 | Apr 13, 2026 |
| NORDEN GROUP LLC | History | No change | 4,422 | 452 | 0.04% | 0.04% | 452 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 4,419 | 451 | 0.03% | 0.03% | 453 | +1,736 | 64.7% | Q1 2026 | May 19, 2026 |
| Vise Technologies, Inc. | History | No change | 4,401 | 451 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,402 | 450 | 0.01% | 0.14% | 456 | -48,658 | -91.7% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,401 | 450 | 0.0% | 0.0% | 455 | -835 | -15.95% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,388 | 448 | 0.11% | 0.12% | 457 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,381 | 447 | 0.04% | 0.04% | 458 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 4,364 | 446 | 0.36% | 0.37% | 459 | -18 | -0.41% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Added to | 4,345 | 444 | 0.05% | 0.06% | 460 | +213 | 5.15% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,314 | 441 | 0.02% | 0.03% | 461 | -2,626 | -37.84% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 4,310 | 440 | 0.0% | 0.0% | 462 | +1,351 | 45.66% | Q1 2026 | May 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 4,294 | 439 | 0.21% | 0.23% | 463 | -300 | -6.53% | Q1 2026 | Apr 14, 2026 |
| Bellecapital International Ltd. | History | No change | 4,291 | 438 | 0.08% | 0.08% | 464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,115 | 433 | 0.19% | 0.21% | 465 | -365 | -8.15% | Q1 2026 | Apr 15, 2026 |
| Indivisible Partners | History | Added to | 4,243 | 433 | 0.04% | 0.05% | 466 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 4,241 | 433 | 0.47% | 0.51% | 467 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,219 | 431 | 0.07% | 0.08% | 468 | +11 | 0.26% | Q1 2026 | May 12, 2026 |
| TFR Capital, LLC. | History | No change | 4,217 | 431 | 0.13% | 0.14% | 469 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Collier Financial | History | Added to | 4,215 | 430 | 0.33% | 0.29% | 470 | +390 | 10.2% | Q1 2026 | May 11, 2026 |
| Zhang Financial LLC | History | No change | 4,121 | 421 | 0.01% | 0.02% | 471 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | No change | 4,112 | 420 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 4,070 | 416 | 0.03% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Added to | 4,062 | 415 | 0.02% | 0.02% | 474 | +11 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Beck Bode, LLC | History | Added to | 4,023 | 411 | 0.07% | 0.07% | 475 | +15 | 0.37% | Q1 2026 | May 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 4,004 | 409 | 0.1% | 0.1% | 476 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,976 | 406 | 0.05% | 0.04% | 477 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 3,966 | 405 | 0.24% | 0.23% | 478 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FF Advisors,LLC | History | No change | 3,772 | 403 | 0.16% | 0.17% | 479 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,937 | 402 | 0.04% | 0.05% | 480 | -835 | -17.5% | Q1 2026 | Apr 15, 2026 |
| Bank of Marin | History | Added to | 3,922 | 401 | 0.29% | 0.27% | 481 | +102 | 2.67% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 3,924 | 401 | 0.05% | 0.05% | 482 | +14 | 0.36% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,916 | 400 | 0.01% | 0.01% | 483 | -120 | -2.97% | Q1 2026 | Apr 28, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,919 | 400 | 0.04% | 0.03% | 484 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,909 | 399 | 0.0% | 0.0% | 485 | -32 | -0.81% | Q1 2026 | May 14, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 3,907 | 399 | 0.05% | 0.05% | 486 | +14 | 0.36% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | New | 3,897 | 398 | 0.0% | — | 487 | +3,897 | New | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,882 | 396 | 0.02% | 0.05% | 488 | -3,927 | -50.29% | Q1 2026 | May 11, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 3,826 | 391 | 0.08% | 0.09% | 489 | -6 | -0.16% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,800 | 388 | 0.01% | 0.01% | 491 | +236 | 6.62% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 3,800 | 388 | 0.16% | 0.16% | 490 | +8 | 0.21% | Q1 2026 | Apr 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,750 | 383 | 0.02% | 0.02% | 492 | -61 | -1.6% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,732 | 381 | 0.25% | 0.24% | 493 | +96 | 2.64% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 3,716 | 379 | 0.02% | 0.02% | 494 | -1,819 | -32.86% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 3,703 | 378 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 3,689 | 377 | 0.05% | 0.05% | 496 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 3,681 | 376 | 0.04% | 0.04% | 497 | +101 | 2.82% | Q1 2026 | Apr 23, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 3,681 | 376 | 0.18% | 0.19% | 499 | -16 | -0.43% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 3,684 | 376 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,663 | 374 | 0.04% | 0.04% | 500 | -160 | -4.19% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,413 | 369 | 0.03% | 0.03% | 501 | +561 | 19.67% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,573 | 366 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,555 | 364 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 3,560 | 364 | 0.12% | 0.12% | 504 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,523 | 360 | 0.01% | 0.02% | 505 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 3,513 | 359 | 0.03% | 0.03% | 506 | +553 | 18.68% | Q1 2026 | Apr 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,492 | 357 | 0.04% | 0.04% | 507 | +5 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,486 | 356 | 0.11% | 0.08% | 508 | -7 | -0.2% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 3,471 | 354 | 0.16% | 0.15% | 509 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 3,441 | 351 | 0.03% | 0.04% | 511 | -725 | -17.4% | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,434 | 351 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Reduced | 3,415 | 349 | 0.02% | 0.02% | 512 | -22 | -0.64% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | New | 3,283 | 346 | 0.02% | — | 513 | +3,283 | New | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 3,383 | 345 | 0.15% | 0.16% | 514 | -206 | -5.74% | Q1 2026 | Apr 20, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 3,371 | 344 | 0.06% | 0.11% | 516 | -2,301 | -40.57% | Q1 2026 | Apr 14, 2026 |
| Carnegie Investment Counsel | History | No change | 3,368 | 344 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aerodigm Wealth, LLC | History | No change | 3,320 | 339 | 0.13% | 0.13% | 517 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,315 | 338 | 0.04% | 0.04% | 518 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 3,273 | 334 | 0.14% | 0.17% | 519 | -874 | -21.08% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,237 | 331 | 0.02% | 0.02% | 520 | +266 | 8.95% | Q1 2026 | Apr 20, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 3,227 | 329 | 0.06% | 0.06% | 521 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| TritonPoint Partners, LLC | History | No change | 3,225 | 329 | 0.12% | 0.18% | 522 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 3,209 | 328 | 0.13% | 0.14% | 525 | -5 | -0.16% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,210 | 328 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 3,214 | 328 | 0.14% | 0.14% | 524 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,173 | 324 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 3,165 | 323 | 0.03% | 0.02% | 527 | +351 | 12.47% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,154 | 322 | 0.02% | 0.02% | 528 | -25 | -0.79% | Q1 2026 | Apr 20, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 3,150 | 322 | 0.18% | 0.18% | 529 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,125 | 320 | 0.01% | 0.01% | 530 | +2 | 0.06% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,124 | 319 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,113 | 318 | 0.02% | 0.02% | 532 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 3,096 | 317 | 0.01% | 0.01% | 533 | -152 | -4.68% | Q1 2026 | Apr 06, 2026 |
| LongView Wealth Management | History | No change | 3,004 | 316 | 0.08% | 0.08% | 534 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clifford Group, LLC | History | Reduced | 3,081 | 315 | 0.24% | 0.25% | 536 | -97 | -3.05% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,087 | 315 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 3,080 | 314 | 0.05% | 0.05% | 537 | -15 | -0.48% | Q1 2026 | Apr 22, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 3,073 | 314 | 0.12% | 0.12% | 538 | +10 | 0.33% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,060 | 312 | 0.06% | 0.0% | 539 | +2,950 | 2681.82% | Q1 2026 | May 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 3,059 | 312 | 0.11% | 0.12% | 540 | -302 | -8.99% | Q1 2026 | Apr 08, 2026 |
| Asset Dedication, LLC | History | No change | 3,029 | 310 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First National Bank of Hutchinson | History | Reduced | 3,026 | 309 | 0.2% | 0.22% | 542 | -656 | -17.82% | Q1 2026 | May 04, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 3,000 | 306 | 0.03% | — | 543 | +3,000 | New | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,965 | 303 | 0.01% | 0.01% | 544 | +652 | 28.19% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,909 | 297 | 0.01% | 0.02% | 545 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atala Financial Inc | History | No change | 2,894 | 296 | 0.2% | 0.19% | 546 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,886 | 295 | 0.0% | 0.0% | 547 | -1,387 | -32.46% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,846 | 291 | 0.01% | — | 548 | +2,846 | New | Q1 2026 | May 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,841 | 290 | 0.01% | 0.01% | 550 | -295 | -9.41% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 2,843 | 290 | 0.0% | 0.0% | 549 | -189 | -6.23% | Q1 2026 | May 06, 2026 |
| Heritage Family Offices, LLP | History | No change | 2,832 | 289 | 0.13% | 0.13% | 551 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KWB Wealth | History | No change | 2,817 | 288 | 0.03% | 0.03% | 552 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 2,807 | 287 | 0.15% | 0.08% | 553 | -24 | -0.85% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,800 | 286 | 0.0% | 0.0% | 555 | -800 | -22.22% | Q1 2026 | May 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,800 | 286 | 0.05% | 0.05% | 554 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank OZK | History | Reduced | 2,795 | 285 | 0.1% | 0.11% | 556 | -264 | -8.63% | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | Reduced | 2,780 | 284 | 0.26% | 0.26% | 557 | -28 | -1.0% | Q1 2026 | Apr 17, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 2,735 | 279 | 0.09% | — | 558 | +2,735 | New | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | No change | 2,720 | 278 | 0.07% | 0.07% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 2,588 | 277 | 0.0% | — | 560 | +2,588 | New | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,536 | 275 | 0.01% | — | 562 | +2,536 | New | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,696 | 275 | 0.01% | 0.01% | 561 | -24 | -0.88% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,678 | 273 | 0.01% | 0.01% | 564 | +1 | 0.04% | Q1 2026 | Apr 14, 2026 |
| HEADINVEST, LLC | History | No change | 2,673 | 273 | 0.06% | 0.05% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 2,661 | 272 | 0.17% | 0.16% | 565 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,633 | 269 | 0.0% | 0.0% | 566 | -1,628 | -38.21% | Q1 2026 | May 05, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 2,626 | 268 | 0.03% | 0.03% | 567 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,621 | 267 | 0.0% | 0.0% | 568 | -45 | -1.69% | Q1 2026 | Apr 21, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,620 | 267 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 2,614 | 267 | 0.05% | 0.06% | 570 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Klingman & Associates, LLC | History | No change | 2,607 | 266 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 2,593 | 265 | 0.01% | 0.01% | 572 | +337 | 14.94% | Q1 2026 | Apr 21, 2026 |
| Oak Asset Management, LLC | History | Added to | 2,600 | 265 | 0.09% | 0.09% | 573 | +75 | 2.97% | Q1 2026 | Apr 15, 2026 |
| Elevation Wealth Management LLC | History | No change | 2,551 | 260 | 0.24% | 0.25% | 574 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,524 | 258 | 0.1% | 0.1% | 575 | +10 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Francis Financial, Inc. | History | No change | 2,519 | 257 | 0.05% | 0.05% | 576 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,495 | 255 | 0.22% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,486 | 254 | 0.17% | 0.16% | 579 | +10 | 0.4% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | No change | 2,488 | 254 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,493 | 254 | 0.03% | 0.03% | 580 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 2,455 | 251 | 0.04% | 0.03% | 581 | +124 | 5.32% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,440 | 249 | 0.0% | 0.0% | 582 | +362 | 17.42% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,418 | 247 | 0.0% | 0.0% | 583 | +159 | 7.04% | Q1 2026 | May 13, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,410 | 246 | 0.17% | 0.17% | 584 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | New | 2,384 | 243 | 0.01% | — | 585 | +2,384 | New | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 2,376 | 242 | 0.05% | 0.05% | 586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,345 | 239 | 0.06% | 0.06% | 587 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Financial Group LLC | History | Reduced | 2,324 | 237 | 0.03% | 0.04% | 588 | -389 | -14.34% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | No change | 2,322 | 237 | 0.05% | 0.06% | 589 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 2,299 | 235 | 0.06% | 0.07% | 591 | -149 | -6.09% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | No change | 2,305 | 235 | 0.02% | 0.02% | 590 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | New | 2,295 | 234 | 0.03% | — | 593 | +2,295 | New | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | New | 2,295 | 234 | 0.06% | — | 594 | +2,295 | New | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,298 | 234 | 0.02% | 0.02% | 592 | +7 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,265 | 231 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | New | 2,299 | 230 | 0.01% | — | 597 | +2,299 | New | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | No change | 2,253 | 230 | 0.06% | 0.06% | 596 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 2,243 | 229 | 0.08% | 0.08% | 599 | -12 | -0.53% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 2,244 | 229 | 0.04% | 0.04% | 598 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 2,239 | 228 | 0.11% | 0.11% | 601 | +29 | 1.31% | Q1 2026 | May 01, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 2,232 | 228 | 0.02% | 0.02% | 600 | +11 | 0.5% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,231 | 228 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | No change | 2,222 | 227 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,220 | 226 | 0.0% | 0.01% | 604 | -58,258 | -96.33% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,208 | 225 | 0.0% | 0.01% | 605 | -1,706 | -43.59% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 2,207 | 225 | 0.0% | 0.01% | 606 | -716 | -24.5% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 2,195 | 224 | 0.03% | 0.03% | 607 | +9 | 0.41% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 2,187 | 223 | 0.01% | 0.01% | 608 | +5 | 0.23% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,148 | 219 | 0.0% | — | 611 | +2,148 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,145 | 219 | 0.01% | 0.01% | 610 | -176 | -7.58% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,143 | 219 | 0.0% | 0.0% | 609 | -88 | -3.94% | Q1 2026 | Apr 15, 2026 |
| Watchman Group, Inc. | History | No change | 2,138 | 218 | 0.05% | 0.05% | 612 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 2,123 | 217 | 0.1% | 0.1% | 613 | -60 | -2.75% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,113 | 216 | 0.0% | 0.0% | 614 | +102 | 5.07% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 2,105 | 215 | 0.03% | 0.03% | 615 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gibson Capital, LLC | History | No change | 2,106 | 215 | 0.04% | 0.04% | 616 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Group, LLC | History | No change | 2,100 | 214 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 2,084 | 213 | 0.04% | 0.04% | 618 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JMN Financial LLC | History | Added to | 2,043 | 208 | 0.2% | 0.2% | 619 | +82 | 4.18% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,032 | 207 | 0.0% | 0.0% | 622 | -245 | -10.76% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 2,025 | 207 | 0.08% | 0.08% | 620 | +8 | 0.4% | Q1 2026 | Apr 09, 2026 |
| Values Added Financial LLC | History | No change | 2,031 | 207 | 0.09% | 0.09% | 621 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 2,022 | 206 | 0.06% | — | 624 | +2,022 | New | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,022 | 206 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 2,013 | 205 | 0.0% | — | 627 | +2,013 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,013 | 205 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 2,008 | 205 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 2,001 | 204 | 0.01% | 0.01% | 629 | +8 | 0.4% | Q1 2026 | May 06, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 2,000 | 204 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 2,000 | 204 | 0.02% | 0.04% | 630 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Scarborough Advisors, LLC | History | New | 1,995 | 203 | 0.02% | — | 633 | +1,995 | New | Q1 2026 | May 07, 2026 |
| Riverstone Advisors, LLC | History | New | 1,993 | 203 | 0.1% | — | 632 | +1,993 | New | Q1 2026 | Apr 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 1,993 | 203 | 0.09% | 0.08% | 631 | -176 | -8.11% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | New | 1,984 | 202 | 0.01% | — | 637 | +1,984 | New | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,899 | 202 | 0.0% | — | 636 | +1,899 | New | Q1 2026 | May 04, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 1,979 | 202 | 0.14% | 0.14% | 634 | +6 | 0.3% | Q1 2026 | May 08, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 1,983 | 202 | 0.04% | 0.04% | 635 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 1,959 | 200 | 0.01% | 0.01% | 638 | -102 | -4.95% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,858 | 190 | 0.01% | 0.01% | 639 | +2 | 0.11% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,807 | 184 | 0.0% | 0.0% | 642 | -4,146 | -69.65% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,808 | 184 | 0.08% | 0.01% | 640 | +1,464 | 425.58% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,809 | 184 | 0.01% | 0.01% | 641 | -342 | -15.9% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,768 | 180 | 0.05% | 0.05% | 643 | +7 | 0.4% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,751 | 179 | 0.09% | 0.09% | 646 | +7 | 0.4% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,756 | 179 | 0.02% | 0.02% | 645 | +6 | 0.34% | Q1 2026 | May 01, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,759 | 179 | 0.07% | 0.07% | 644 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,740 | 177 | 0.07% | 0.07% | 647 | -109 | -5.9% | Q1 2026 | May 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 1,705 | 174 | 0.22% | 0.2% | 648 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,674 | 171 | 0.06% | 0.06% | 649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,672 | 170 | 0.0% | 0.0% | 650 | +501 | 42.78% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,560 | 159 | 0.15% | 0.16% | 651 | +1 | 0.06% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,518 | 155 | 0.0% | 0.0% | 652 | -96 | -5.95% | Q1 2026 | May 11, 2026 |
| Hoese & Co LLP | History | No change | 1,500 | 153 | 0.11% | 0.11% | 653 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,490 | 152 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 1,463 | 149 | 0.03% | 0.0% | 655 | +1,340 | 1089.43% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | No change | 1,441 | 147 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,375 | 140 | 0.0% | 0.01% | 657 | -156 | -10.19% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,327 | 135 | 0.0% | — | 660 | +1,327 | New | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | No change | 1,325 | 135 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,329 | 135 | 0.0% | 0.01% | 659 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,295 | 132 | 0.05% | 0.05% | 661 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,238 | 126 | 0.04% | 0.03% | 662 | +293 | 31.01% | Q1 2026 | Apr 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,228 | 125 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,165 | 119 | 0.01% | 0.01% | 664 | -986 | -45.84% | Q1 2026 | May 06, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,138 | 116 | 0.07% | 0.07% | 665 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,119 | 114 | 0.02% | 0.02% | 666 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,084 | 110 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 1,082 | 110 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,019 | 102 | 0.0% | — | 669 | +1,019 | New | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Added to | 968 | 98 | 0.02% | 0.02% | 670 | +4 | 0.41% | Q1 2026 | Apr 09, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 938 | 95 | 0.01% | 0.01% | 671 | -209 | -18.22% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 935 | 93 | 0.0% | 0.01% | 672 | -668 | -41.67% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 900 | 92 | 0.0% | 0.0% | 673 | -155 | -14.69% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 897 | 91 | 0.0% | — | 674 | +897 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 896 | 91 | 0.02% | — | 675 | +896 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 887 | 90 | 0.01% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rossmore Private Capital | History | No change | 880 | 89 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 818 | 83 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 781 | 79 | 0.08% | 0.11% | 680 | -300 | -27.75% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 773 | 79 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 754 | 77 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 724 | 74 | 0.01% | 0.01% | 682 | +3 | 0.42% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | No change | 709 | 72 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 689 | 70 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 657 | 67 | 0.02% | 0.02% | 685 | +1 | 0.15% | Q1 2026 | Apr 10, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 650 | 66 | 0.03% | 0.03% | 687 | -156 | -19.35% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | No change | 650 | 66 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 611 | 65 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Finley Financial, LLC | History | No change | 640 | 65 | 0.03% | 0.03% | 689 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 578 | 59 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 560 | 57 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 523 | 53 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 519 | 53 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perkins Coie Trust Co | History | No change | 512 | 52 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 501 | 51 | 0.01% | — | 697 | +501 | New | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 505 | 51 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arlington Trust Co LLC | History | No change | 500 | 51 | 0.0% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GAMMA Investing LLC | History | Added to | 495 | 50 | 0.0% | 0.0% | 699 | +283 | 133.49% | Q1 2026 | Apr 06, 2026 |
| TSFG, LLC | History | No change | 487 | 50 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 488 | 50 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 476 | 48 | 0.02% | — | 702 | +476 | New | Q1 2026 | Apr 09, 2026 |
| Darwin Wealth Management, LLC | History | New | 470 | 48 | 0.01% | — | 701 | +470 | New | Q1 2026 | May 01, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 450 | 46 | 0.02% | 0.03% | 703 | -450 | -50.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 444 | 45 | 0.0% | — | 706 | +444 | New | Q1 2026 | Apr 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 444 | 45 | 0.02% | 0.02% | 704 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 442 | 45 | 0.03% | 0.03% | 705 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MidFirst Bank | History | Reduced | 434 | 44 | 0.0% | 0.0% | 707 | -23 | -5.03% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 407 | 41 | 0.0% | — | 708 | +407 | New | Q1 2026 | Apr 29, 2026 |
| Hickory Point Bank & Trust | History | New | 400 | 40 | 0.03% | — | 711 | +400 | New | Q1 2026 | Apr 03, 2026 |
| Vision Retirement, LLC | History | Added to | 396 | 40 | 0.01% | 0.01% | 710 | +2 | 0.51% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 400 | 40 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 384 | 39 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 375 | 38 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 356 | 36 | 0.01% | — | 714 | +356 | New | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 342 | 35 | 0.02% | 0.02% | 715 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | Reduced | 334 | 34 | 0.0% | 0.0% | 716 | -73 | -17.94% | Q1 2026 | May 08, 2026 |
| Mechanics Financial Corp | History | No change | 317 | 32 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 322 | 32 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ransom Advisory, Ltd | History | No change | 300 | 30 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Smithfield Trust Co | History | No change | 282 | 29 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NCP Inc. | History | No change | 290 | 29 | 0.05% | 0.02% | 721 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DT Investment Partners, LLC | History | No change | 283 | 28 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 281 | 28 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 259 | 26 | 0.0% | 0.0% | 724 | -21 | -7.5% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 258 | 26 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 250 | 25 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 250 | 25 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 236 | 24 | 0.0% | 0.01% | 729 | -937 | -79.88% | Q1 2026 | Apr 29, 2026 |
| Sherman Asset Management, Inc. | History | No change | 240 | 24 | 0.02% | 0.02% | 728 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 230 | 23 | 0.01% | 0.02% | 730 | -108 | -31.95% | Q1 2026 | Apr 21, 2026 |
| PITTENGER & ANDERSON INC | History | New | 216 | 22 | 0.0% | — | 732 | +216 | New | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 224 | 22 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 214 | 21 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | Reduced | 201 | 20 | 0.0% | 0.0% | 734 | -70 | -25.83% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | Added to | 195 | 19 | 0.0% | 0.0% | 735 | +125 | 178.57% | Q1 2026 | Apr 21, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 185 | 18 | 0.01% | — | 739 | +185 | New | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 185 | 18 | 0.0% | 0.0% | 736 | +35 | 23.33% | Q1 2026 | Apr 17, 2026 |
| Viewpoint Capital Management LLC | History | No change | 180 | 18 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | No change | 180 | 18 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 172 | 17 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 174 | 17 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MOTCO | History | Reduced | 159 | 16 | 0.0% | 0.0% | 742 | -126 | -44.21% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 153 | 16 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SITTNER & NELSON, LLC | History | No change | 158 | 16 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 164 | 16 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 151 | 15 | 0.01% | — | 749 | +151 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 148 | 15 | 0.0% | — | 748 | +148 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 148 | 15 | 0.0% | 0.0% | 747 | -62 | -29.52% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 130 | 13 | 0.01% | 0.01% | 753 | +1 | 0.78% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 132 | 13 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 130 | 13 | 0.01% | 0.01% | 751 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 134 | 13 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | No change | 118 | 12 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 123 | 12 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 117 | 11 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 108 | 11 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | New | 100 | 10 | 0.0% | — | 761 | +100 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 102 | 10 | 0.0% | 0.0% | 758 | +91 | 827.27% | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 10 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | No change | 100 | 10 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 90 | 9 | 0.01% | 0.01% | 763 | +1 | 1.12% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 97 | 9 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 82 | 8 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 86 | 8 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 69 | 7 | 0.0% | 0.0% | 770 | +1 | 1.47% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 77 | 7 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 78 | 7 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Olistico Wealth, LLC | History | No change | 72 | 7 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 75 | 7 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 64 | 6 | 0.0% | — | 771 | +64 | New | Q1 2026 | Apr 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 53 | 5 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 54 | 5 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 45 | 4 | 0.0% | — | 779 | +45 | New | Q1 2026 | May 12, 2026 |
| Financial Life Planners | History | New | 45 | 4 | 0.0% | — | 780 | +45 | New | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 48 | 4 | 0.0% | 0.0% | 775 | -14 | -22.58% | Q1 2026 | Apr 23, 2026 |
| MTM Investment Management, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| City State Bank | History | No change | 48 | 4 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | No change | 40 | 4 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 34 | 3 | 0.0% | 0.01% | 784 | -179 | -84.04% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 35 | 3 | 0.0% | — | 786 | +26 | 288.89% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 37 | 3 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 39 | 3 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 31 | 3 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 31 | 3 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 29 | 2 | 0.0% | — | 793 | +29 | New | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | No change | 29 | 2 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fairscale Capital, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 21 | 2 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 23 | 2 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -123,295 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -89,533 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.34% | — | -36,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -33,282 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -33,081 | -100.0% | Q1 2026 | May 15, 2026 |
| Castellan Group | History | Closed out | 0 | 0 | — | 0.38% | — | -29,740 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -22,245 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,094 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,406 | -100.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,854 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,705 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,933 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -5,143 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -5,051 | -100.0% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,883 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,564 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,376 | -100.0% | Q1 2026 | May 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,304 | -100.0% | Q1 2026 | Apr 13, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,657 | -100.0% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,579 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CPA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,180 | -100.0% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,080 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fielder Capital Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,915 | -100.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,828 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,311 | -100.0% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,256 | -100.0% | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,197 | -100.0% | Q1 2026 | May 01, 2026 |
| Wilkinson Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,190 | -100.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,160 | -100.0% | Q1 2026 | May 01, 2026 |
| Verum Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,105 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Oxbow Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,061 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,968 | -100.0% | Q1 2026 | May 04, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,960 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,928 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -660 | -100.0% | Q1 2026 | May 21, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -504 | -100.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -488 | -100.0% | Q1 2026 | Apr 17, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -473 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -446 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.01% | — | -423 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -360 | -100.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -340 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -282 | -100.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193 | -100.0% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.01% | — | -108 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Disciplina Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |