iSHARES TRUST - IWO
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 | 3,472,005 | 1,089,549 | 0.08% | 0.1% | 1 | -679,223 | -16.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,753,342 | 864,026 | 0.05% | 0.05% | 2 | +133,971 | 5.11% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 1,608,750 | 484,265 | 7.82% | 9.95% | 3 | -49,000 | -2.96% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,096,991 | 344,246 | 0.09% | 0.11% | 4 | -24,701 | -2.2% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 957,906 | 300,600 | 0.03% | 0.04% | 5 | -8,116 | -0.84% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 935,475 | 293,561 | 6.25% | 6.27% | 6 | +13,806 | 1.5% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 730,324 | 229,183 | 0.04% | 0.05% | 7 | -46,750 | -6.02% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 616,540 | 193,476 | 0.11% | 0.11% | 8 | +3,350 | 0.55% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 576,867 | 181,026 | 0.05% | 0.05% | 9 | +4,173 | 0.73% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 575,822 | 180,698 | 0.69% | — | 10 | +575,822 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 544,695 | 170,930 | 1.04% | 1.05% | 11 | +12,173 | 2.29% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 523,116 | 164,159 | 0.02% | 0.03% | 12 | +1,084 | 0.21% | Q1 2026 | May 05, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 492,683 | 154,608 | 5.0% | 5.07% | 13 | -24,105 | -4.66% | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 466,740 | 140,498 | 1.07% | — | 14 | +466,740 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 433,239 | 135,893 | 0.04% | 0.04% | 15 | +43,667 | 11.21% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 432,478 | 135,715 | 0.19% | 0.19% | 16 | -16,903 | -3.76% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 430,460 | 135,082 | 0.02% | 0.02% | 17 | -21,010 | -4.65% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 415,194 | 130,291 | 0.06% | 0.03% | 18 | +192,685 | 86.6% | Q1 2026 | May 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 410,500 | 128,819 | 0.21% | 0.18% | 19 | +69,000 | 20.2% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 374,869 | 117,637 | 0.02% | 0.02% | 20 | -4,678 | -1.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 386,157 | 116,241 | 0.01% | 0.01% | 21 | -105,568 | -21.47% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 357,770 | 112,272 | 0.01% | 0.01% | 22 | +52,080 | 17.04% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 348,576 | 109,386 | 0.37% | 0.37% | 23 | -5,741 | -1.62% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 343,304 | 107,732 | 0.05% | 0.05% | 24 | +3,960 | 1.17% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 265,635 | 83,358 | 0.4% | 0.46% | 25 | +7,305 | 2.83% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 242,597 | 76,128 | 0.11% | 0.11% | 26 | -16,990 | -6.55% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 238,068 | 74,708 | 0.15% | 0.16% | 27 | -16,125 | -6.34% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 230,267 | 72,259 | 0.08% | 0.09% | 28 | -12,130 | -5.0% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 224,148 | 70,340 | 1.4% | 1.32% | 29 | +1,127 | 0.51% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 214,635 | 69,329 | 0.02% | 0.02% | 30 | -2,867 | -1.32% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 206,852 | 64,912 | 0.01% | 0.01% | 31 | -11,791 | -5.39% | Q1 2026 | May 05, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 202,351 | 63,499 | 7.29% | 4.74% | 32 | +59,883 | 42.03% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 175,424 | 55,049 | 0.04% | 0.04% | 33 | -8,613 | -4.68% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 174,091 | 54,631 | 0.09% | 0.1% | 34 | -43,517 | -20.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 166,044 | 52,106 | 0.05% | 0.05% | 35 | -4,592 | -2.69% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 162,958 | 51,137 | 0.06% | 0.06% | 36 | +3,015 | 1.89% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 160,455 | 50,228 | 0.01% | 0.01% | 37 | +7,967 | 5.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 151,451 | 47,526 | 0.03% | 0.03% | 38 | +24,268 | 19.08% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 149,885 | 46,084 | 0.02% | 0.02% | 39 | +35,493 | 31.03% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 145,834 | 45,764 | 0.17% | 0.17% | 40 | -281 | -0.19% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 136,407 | 43,426 | 0.09% | 0.08% | 41 | -43,161 | -24.04% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 136,422 | 42,811 | 0.08% | 0.08% | 42 | +717 | 0.53% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 132,548 | 41,594 | 0.18% | 0.19% | 43 | -6,782 | -4.87% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 125,396 | 39,350 | 0.07% | 0.05% | 44 | +76,065 | 154.19% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 121,528 | 38,137 | 0.15% | 0.17% | 45 | -17,444 | -12.55% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 119,987 | 37,653 | 0.05% | 0.05% | 46 | -3,213 | -2.61% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 113,231 | 35,529 | 0.44% | 0.47% | 47 | -205 | -0.18% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 108,191 | 33,951 | 0.04% | 0.04% | 48 | -2,232 | -2.02% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 106,920 | 33,552 | 0.19% | 0.18% | 49 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 103,350 | 32,432 | 0.18% | 0.19% | 50 | +5 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 94,219 | 29,584 | 0.04% | 0.07% | 51 | -48,578 | -34.02% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 91,838 | 28,820 | 0.44% | 0.4% | 52 | +7,794 | 9.27% | Q1 2026 | May 01, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 88,846 | 27,880 | 0.09% | 0.1% | 53 | -3,742 | -4.04% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 82,409 | 25,860 | 0.19% | 0.2% | 54 | -6,163 | -6.96% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 77,957 | 25,180 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 79,892 | 25,071 | 0.19% | 0.2% | 56 | -2,793 | -3.38% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 79,550 | 24,962 | 0.04% | 0.05% | 57 | +275 | 0.35% | Q1 2026 | May 14, 2026 |
| WoodTrust Financial Corp | History | Reduced | 78,777 | 24,721 | 3.19% | 3.33% | 58 | -9,531 | -10.79% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 78,284 | 24,566 | 0.01% | 0.01% | 59 | -569 | -0.72% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 75,549 | 23,717 | 0.02% | 0.03% | 60 | -22,016 | -22.57% | Q1 2026 | May 12, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 75,294 | 23,628 | 1.51% | 1.61% | 61 | +435 | 0.58% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,950 | 22,896 | 0.02% | 0.03% | 62 | +67 | 0.09% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 72,445 | 22,734 | 0.03% | 0.03% | 63 | +4,654 | 6.87% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 72,425 | 22,727 | 11.8% | 12.33% | 64 | -1,375 | -1.86% | Q1 2026 | Apr 27, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 70,677 | 22,179 | 0.47% | 0.38% | 65 | +8,779 | 14.18% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 69,271 | 21,749 | 0.77% | 0.13% | 66 | +57,595 | 493.28% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 68,531 | 21,505 | 5.62% | 5.68% | 67 | +1,658 | 2.48% | Q1 2026 | May 01, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 64,549 | 20,256 | 0.79% | 0.8% | 68 | +5,021 | 8.43% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 64,400 | 20,209 | 0.06% | 0.06% | 69 | -8,289 | -11.4% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 62,141 | 19,500 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 61,656 | 19,347 | 0.02% | 0.02% | 71 | -2,574 | -4.01% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 61,400 | 19,267 | 0.01% | — | 72 | +61,400 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,280 | 19,230 | 0.07% | 0.08% | 73 | +873 | 1.45% | Q1 2026 | Apr 30, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 61,157 | 19,191 | 6.62% | 6.71% | 74 | +823 | 1.36% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 61,150 | 19,189 | 0.8% | 0.77% | 75 | +8,145 | 15.37% | Q1 2026 | Apr 30, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 60,860 | 19,098 | 0.74% | 0.84% | 76 | -4,737 | -7.22% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | Reduced | 59,742 | 18,747 | 0.0% | 0.0% | 77 | -10,557 | -15.02% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,667 | 18,410 | 0.0% | 0.0% | 78 | +28,532 | 94.68% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 57,516 | 18,049 | 0.01% | 0.0% | 79 | +41,234 | 253.25% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 54,775 | 17,188 | 0.47% | 0.49% | 80 | +712 | 1.32% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Reduced | 52,539 | 16,487 | 0.36% | 0.4% | 81 | -72 | -0.14% | Q1 2026 | May 04, 2026 |
| AdvisorShares Investments LLC | History | New | 52,096 | 16,348 | 2.98% | — | 82 | +52,096 | New | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 51,572 | 16,183 | 0.03% | 0.03% | 83 | +1,066 | 2.11% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 50,752 | 15,926 | 0.0% | 0.0% | 84 | -33,576 | -39.82% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 50,000 | 15,690 | 0.16% | — | 85 | +50,000 | New | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 49,088 | 15,404 | 0.86% | 0.87% | 86 | +1,288 | 2.69% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 48,736 | 15,293 | 0.12% | 0.13% | 87 | -659 | -1.33% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,329 | 14,852 | 0.0% | 0.0% | 88 | +14,810 | 45.54% | Q1 2026 | May 15, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 47,263 | 14,831 | 2.7% | 2.78% | 89 | +1,119 | 2.43% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 45,836 | 14,383 | 0.18% | 0.19% | 90 | +5,246 | 12.92% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,137 | 14,164 | 0.07% | 0.08% | 91 | +429 | 0.96% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 42,405 | 13,306 | 1.85% | 1.98% | 92 | -1,044 | -2.4% | Q1 2026 | May 13, 2026 |
| Bronte Capital Management Pty Ltd. | History | New | 41,942 | 13,161 | 1.3% | — | 93 | +41,942 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 41,681 | 13,080 | 0.05% | 0.06% | 94 | -228 | -0.54% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 40,853 | 12,820 | 1.58% | 1.69% | 96 | -1,996 | -4.66% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 40,104 | 12,820 | 0.26% | 0.28% | 95 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 40,801 | 12,803 | 1.21% | 1.24% | 97 | -661 | -1.59% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 39,343 | 12,346 | 0.04% | 0.03% | 98 | +1,699 | 4.51% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 39,223 | 12,312 | 0.09% | 0.1% | 99 | +48 | 0.12% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 39,042 | 12,251 | 0.09% | 0.11% | 100 | -1,116 | -2.78% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 38,952 | 12,220 | 0.01% | 0.01% | 101 | +10,195 | 35.45% | Q1 2026 | Apr 30, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 38,800 | 12,175 | 4.93% | 5.22% | 102 | +1,250 | 3.33% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 38,637 | 12,124 | 0.86% | 0.93% | 103 | -1,437 | -3.59% | Q1 2026 | Apr 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 38,173 | 11,979 | 0.04% | 0.01% | 104 | +30,613 | 404.93% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 35,571 | 11,162 | 0.68% | 1.06% | 105 | -1,324,300 | -97.38% | Q1 2026 | May 12, 2026 |
| Corundum Group, Inc. | History | Added to | 35,314 | 11,081 | 3.7% | 3.72% | 106 | +1,029 | 3.0% | Q1 2026 | Apr 20, 2026 |
| Fund Evaluation Group, LLC | History | No change | 35,156 | 11,032 | 0.34% | 0.38% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Equity Management | History | Reduced | 33,296 | 10,448 | 3.93% | 4.51% | 108 | -7,881 | -19.14% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 32,991 | 10,352 | 0.0% | 0.0% | 109 | +1,282 | 4.04% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 32,893 | 10,322 | 0.16% | 0.09% | 110 | +13,897 | 73.16% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 32,741 | 10,274 | 0.27% | 0.01% | 111 | +31,749 | 3200.5% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,709 | 10,264 | 0.13% | 0.12% | 112 | +2,872 | 9.63% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,157 | 10,091 | 0.09% | 0.08% | 113 | -2,600 | -7.48% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,384 | 9,848 | 0.01% | 0.01% | 114 | +2,105 | 7.19% | Q1 2026 | May 15, 2026 |
| AXIOM INVESTORS LLC /DE | History | Reduced | 30,500 | 9,571 | 0.11% | 0.13% | 115 | -16,600 | -35.24% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,907 | 9,071 | 0.0% | 0.0% | 116 | -6,082 | -17.38% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,633 | 8,985 | 0.05% | 0.05% | 117 | +210 | 0.74% | Q1 2026 | May 05, 2026 |
| Oldfather Financial Services, LLC | History | No change | 27,202 | 8,786 | 2.62% | 2.62% | 118 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,006 | 8,723 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 27,673 | 8,684 | 0.01% | — | 120 | +27,673 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 26,849 | 8,672 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OFS Enterprise LLC | History | New | 27,622 | 8,668 | 2.55% | — | 122 | +27,622 | New | Q1 2026 | Apr 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,367 | 8,588 | 0.01% | 0.01% | 123 | +837 | 3.15% | Q1 2026 | May 13, 2026 |
| Team Hewins, LLC | History | Reduced | 26,825 | 8,417 | 2.5% | 2.82% | 124 | -230 | -0.85% | Q1 2026 | Apr 30, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 26,652 | 8,363 | 1.04% | 1.11% | 125 | -854 | -3.1% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,408 | 8,286 | 0.11% | 0.01% | 126 | +23,193 | 721.4% | Q1 2026 | May 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 25,631 | 8,279 | 3.68% | 3.68% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Erickson Financial Group, LLC | History | Added to | 26,371 | 8,275 | 5.19% | 5.19% | 128 | +191 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,711 | 8,264 | 0.05% | 0.05% | 129 | +5,141 | 24.99% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 25,349 | 7,954 | 0.04% | 0.04% | 130 | +17 | 0.07% | Q1 2026 | May 14, 2026 |
| 360 Financial, Inc. | History | Added to | 25,159 | 7,895 | 2.38% | 2.42% | 131 | +329 | 1.33% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Added to | 24,567 | 7,709 | 0.09% | 0.09% | 132 | +135 | 0.55% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 24,370 | 7,647 | 0.06% | 0.07% | 133 | -823 | -3.27% | Q1 2026 | May 01, 2026 |
| Thoma Capital Management LLC | History | Reduced | 24,118 | 7,568 | 4.48% | 4.92% | 134 | -2,336 | -8.83% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Added to | 23,276 | 7,441 | 0.08% | 0.08% | 135 | +12 | 0.05% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 23,691 | 7,434 | 0.62% | 0.59% | 136 | +638 | 2.77% | Q1 2026 | May 15, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 24,588 | 7,401 | 4.34% | 4.52% | 137 | -865 | -3.4% | Q1 2026 | Apr 01, 2026 |
| LWM ADVISORS INC | History | Added to | 23,260 | 7,299 | 6.33% | 6.41% | 138 | +706 | 3.13% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Reduced | 22,916 | 7,191 | 0.03% | 0.04% | 139 | -476 | -2.03% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,856 | 7,172 | 0.05% | 0.05% | 140 | -111 | -0.48% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,315 | 7,002 | 0.09% | 0.09% | 141 | +400 | 1.83% | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 19,030 | 6,846 | 1.13% | 2.46% | 142 | -24,647 | -56.43% | Q1 2026 | May 08, 2026 |
| Yarbrough Capital, LLC | History | Reduced | 21,764 | 6,829 | 0.24% | 0.91% | 143 | -68,571 | -75.91% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,733 | 6,820 | 0.22% | 0.16% | 144 | +6,961 | 47.12% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | No change | 21,468 | 6,736 | 1.39% | 1.46% | 145 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 20,670 | 6,486 | 0.48% | 0.12% | 146 | +15,573 | 305.53% | Q1 2026 | Apr 16, 2026 |
| XML Financial, LLC | History | Reduced | 20,488 | 6,429 | 0.52% | 0.55% | 147 | -236 | -1.14% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 20,454 | 6,418 | 0.08% | 0.08% | 148 | -306 | -1.47% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,431 | 6,411 | 0.03% | 0.04% | 149 | +1,858 | 10.0% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,405 | 6,403 | 0.2% | 0.23% | 150 | +955 | 4.91% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 20,356 | 6,387 | 0.76% | 0.85% | 151 | -1,502 | -6.87% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 19,864 | 6,233 | 0.02% | 0.02% | 152 | -360 | -1.78% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,677 | 6,175 | 0.02% | 0.02% | 153 | +60 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,160 | 6,057 | 0.06% | 0.02% | 154 | +14,752 | 334.66% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | No change | 18,963 | 5,950 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 18,716 | 5,876 | 0.02% | 0.01% | 156 | +1,937 | 11.54% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,585 | 5,832 | 0.03% | 0.02% | 157 | -1,750 | -8.61% | Q1 2026 | Apr 29, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 18,571 | 5,827 | 0.59% | 0.62% | 158 | -355 | -1.88% | Q1 2026 | May 04, 2026 |
| Mechanics Bank Trust Department | History | Added to | 18,464 | 5,794 | 0.8% | 0.77% | 159 | +355 | 1.96% | Q1 2026 | Apr 09, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 18,215 | 5,716 | 0.61% | 0.6% | 160 | -12 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 18,137 | 5,691 | 2.0% | 0.37% | 161 | +12,606 | 227.92% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,130 | 5,689 | 0.45% | 0.45% | 162 | -365 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 18,106 | 5,681 | 3.84% | 3.93% | 163 | -332 | -1.8% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 17,889 | 5,613 | 0.12% | 0.12% | 164 | -326 | -1.79% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,857 | 5,603 | 0.03% | 0.02% | 165 | +9 | 0.05% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 17,785 | 5,601 | 0.59% | 0.28% | 166 | +11,336 | 175.78% | Q1 2026 | Apr 23, 2026 |
| InvesTrust | History | Reduced | 17,590 | 5,519 | 2.32% | 2.2% | 167 | -15 | -0.09% | Q1 2026 | Apr 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 17,311 | 5,432 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearbridge Investments, LLC | History | Added to | 16,968 | 5,324 | 0.0% | 0.0% | 169 | +168 | 1.0% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 16,859 | 5,290 | 1.72% | 2.41% | 170 | -5,646 | -25.09% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,837 | 5,283 | 0.07% | 0.07% | 171 | -685 | -3.91% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 16,521 | 5,184 | 0.16% | 0.15% | 172 | +1,128 | 7.33% | Q1 2026 | Apr 24, 2026 |
| Optiver Holding B.V. | History | Added to | 16,503 | 5,178 | 0.0% | 0.0% | 173 | +15,000 | 998.0% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 16,363 | 5,134 | 2.24% | 2.89% | 174 | -5,182 | -24.05% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 16,149 | 5,067 | 0.06% | 0.06% | 175 | -312 | -1.9% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 15,400 | 4,832 | 0.14% | 0.08% | 176 | +7,417 | 92.91% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,225 | 4,777 | 0.14% | 0.15% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 14,677 | 4,605 | 3.68% | 3.61% | 178 | +119 | 0.82% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,351 | 4,503 | 0.01% | 0.01% | 179 | -3,909 | -21.41% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,277 | 4,480 | 0.29% | 0.2% | 180 | +4,892 | 52.13% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,178 | 4,449 | 0.02% | 0.49% | 181 | -252,267 | -94.68% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,177 | 4,449 | 1.07% | 1.09% | 182 | +1,297 | 10.07% | Q1 2026 | Apr 24, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 14,104 | 4,425 | 4.22% | 4.08% | 183 | +1,149 | 8.87% | Q1 2026 | May 04, 2026 |
| WELCH & FORBES LLC | History | No change | 13,980 | 4,387 | 0.06% | 0.05% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Added to | 13,958 | 4,380 | 1.27% | 1.23% | 185 | +1,126 | 8.77% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 13,719 | 4,305 | 0.36% | 0.36% | 186 | +425 | 3.2% | Q1 2026 | May 14, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 13,607 | 4,269 | 2.44% | 2.51% | 187 | -146 | -1.06% | Q1 2026 | May 13, 2026 |
| Finley Financial, LLC | History | Reduced | 13,555 | 4,253 | 1.99% | 2.02% | 188 | -100 | -0.73% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,495 | 4,234 | 0.08% | 0.08% | 189 | -163 | -1.19% | Q1 2026 | May 11, 2026 |
| Connective Capital Management, LLC | History | No change | 13,453 | 4,221 | 3.48% | 2.55% | 190 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,952 | 4,064 | 0.39% | 0.4% | 191 | -470 | -3.5% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 12,872 | 4,039 | 0.07% | 0.07% | 192 | +4,998 | 63.47% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 12,788 | 4,013 | 0.05% | 0.05% | 193 | -165 | -1.27% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 12,767 | 4,006 | 0.02% | 0.01% | 194 | +5,998 | 88.61% | Q1 2026 | May 15, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 12,745 | 3,999 | 2.46% | 2.56% | 195 | +204 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,502 | 3,923 | 0.04% | 0.05% | 196 | -531 | -4.07% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 12,441 | 3,904 | 0.47% | 0.55% | 197 | -1,153 | -8.48% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 12,222 | 3,835 | 0.02% | 0.03% | 198 | -393 | -3.12% | Q1 2026 | May 05, 2026 |
| LGL PARTNERS, LLC | History | Added to | 12,118 | 3,802 | 1.57% | 1.67% | 199 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 11,911 | 3,737 | 2.1% | 2.17% | 200 | +163 | 1.39% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,886 | 3,729 | 0.14% | 0.1% | 201 | +3,443 | 40.78% | Q1 2026 | Apr 20, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 11,837 | 3,714 | 0.46% | 0.43% | 202 | -25 | -0.21% | Q1 2026 | May 15, 2026 |
| Ariston Services Group | History | Closed out | 0 | 3,695 | 2.21% | 2.23% | 203 | -11,776 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,768 | 3,692 | 0.61% | 0.61% | 204 | -30 | -0.25% | Q1 2026 | Apr 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,728 | 3,680 | 0.26% | 0.27% | 205 | +51 | 0.44% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,308 | 3,673 | 0.25% | 0.25% | 206 | -107 | -1.03% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 11,687 | 3,667 | 1.6% | 1.64% | 207 | +212 | 1.85% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Reduced | 11,575 | 3,632 | 0.07% | 0.07% | 208 | -294 | -2.48% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,492 | 3,606 | 0.28% | 0.25% | 209 | +1,337 | 13.17% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | No change | 11,467 | 3,598 | 0.42% | 0.42% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 11,121 | 3,592 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 11,420 | 3,583 | 0.95% | 1.07% | 212 | -439 | -3.7% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,398 | 3,576 | 0.35% | 0.01% | 213 | +11,199 | 5627.64% | Q1 2026 | Apr 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,372 | 3,568 | 0.19% | 0.17% | 214 | +1,351 | 13.48% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 11,144 | 3,497 | 0.09% | 0.09% | 215 | -4,432 | -28.45% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,056 | 3,469 | 0.11% | 0.13% | 216 | -1,376 | -11.07% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,371 | 3,453 | 0.09% | 0.13% | 217 | -180 | -1.88% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 10,797 | 3,388 | 0.16% | 0.16% | 218 | -408 | -3.64% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,787 | 3,384 | 0.0% | 0.0% | 219 | -1,993 | -15.59% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 10,638 | 3,339 | 0.0% | 0.0% | 220 | -1,948 | -15.48% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 10,540 | 3,307 | 0.78% | 0.78% | 221 | +397 | 3.91% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 10,505 | 3,296 | 0.04% | 0.03% | 222 | +6,643 | 172.01% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 10,477 | 3,287 | 2.64% | 2.67% | 223 | +42 | 0.4% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Reduced | 10,432 | 3,273 | 0.04% | 0.04% | 224 | -664 | -5.98% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,425 | 3,271 | 0.04% | 0.0% | 225 | +9,453 | 972.53% | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,302 | 3,232 | 0.97% | 0.99% | 226 | -45 | -0.43% | Q1 2026 | Apr 17, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 10,299 | 3,231 | 0.18% | 0.18% | 227 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,134 | 3,182 | 0.05% | 0.06% | 228 | -2,035 | -16.72% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,114 | 3,173 | 0.07% | 0.08% | 229 | +109 | 1.09% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 10,099 | 3,169 | 0.13% | 0.11% | 230 | +971 | 10.64% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,053 | 3,155 | 0.01% | 0.01% | 231 | -576 | -5.42% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,031 | 3,148 | 0.02% | 0.02% | 232 | +3,619 | 56.44% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 9,708 | 3,135 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,806 | 3,077 | 0.04% | 0.04% | 234 | +57 | 0.58% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 9,777 | 3,068 | 0.01% | 0.01% | 235 | -3,606 | -26.94% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9,771 | 3,066 | 0.3% | 0.28% | 236 | +652 | 7.15% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 9,599 | 3,012 | 0.03% | 0.04% | 237 | -400 | -4.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,574 | 3,004 | 0.33% | 0.34% | 238 | -282 | -2.86% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,519 | 2,987 | 0.01% | 0.01% | 239 | +12 | 0.13% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,260 | 2,986 | 0.04% | 0.04% | 240 | -180 | -2.13% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 9,500 | 2,981 | 0.19% | — | 241 | +9,500 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,482 | 2,975 | 0.05% | 0.06% | 242 | +165 | 1.77% | Q1 2026 | May 18, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 7,931 | 2,956 | 1.11% | 0.94% | 243 | +703 | 9.73% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,297 | 2,917 | 0.07% | 0.07% | 244 | +154 | 1.68% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 9,238 | 2,898 | 0.23% | 0.23% | 245 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 9,208 | 2,889 | 1.72% | 1.82% | 246 | +14 | 0.15% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 9,191 | 2,884 | 0.02% | 0.17% | 247 | -67,073 | -87.95% | Q1 2026 | Apr 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 9,170 | 2,877 | 0.56% | 0.62% | 248 | -181 | -1.94% | Q1 2026 | Apr 21, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,163 | 2,875 | 0.16% | 0.16% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,888 | 2,870 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,121 | 2,862 | 0.01% | 0.01% | 251 | -2,617 | -22.3% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 9,021 | 2,830 | 0.04% | 0.03% | 252 | +967 | 12.01% | Q1 2026 | May 01, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 8,984 | 2,819 | 0.09% | 0.1% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 7,591 | 2,815 | 0.98% | 1.01% | 254 | -832 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 8,964 | 2,813 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 8,856 | 2,779 | 0.08% | 0.07% | 256 | +1,564 | 21.45% | Q1 2026 | May 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 8,658 | 2,717 | 0.97% | 0.99% | 257 | -88 | -1.01% | Q1 2026 | May 05, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 8,484 | 2,662 | 0.4% | 0.43% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 8,262 | 2,592 | 0.32% | 0.34% | 259 | -46 | -0.55% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 8,249 | 2,588 | 0.04% | 0.04% | 260 | +1,510 | 22.41% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,240 | 2,585 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 7,785 | 2,462 | 0.01% | 0.03% | 262 | -10,575 | -57.6% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 7,823 | 2,454 | 0.78% | 0.79% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 7,614 | 2,389 | 0.25% | 0.28% | 264 | -174 | -2.23% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,604 | 2,386 | 0.21% | 0.15% | 265 | -71 | -0.93% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,519 | 2,359 | 0.01% | 0.01% | 266 | +560 | 8.05% | Q1 2026 | Apr 24, 2026 |
| Legacy Bridge, LLC | History | Added to | 7,503 | 2,354 | 0.9% | 0.96% | 267 | +171 | 2.33% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 7,500 | 2,353 | 0.0% | 0.0% | 269 | +1,300 | 20.97% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 7,499 | 2,353 | 0.24% | 0.26% | 270 | -438 | -5.52% | Q1 2026 | Apr 30, 2026 |
| WASHINGTON TRUST BANK | History | No change | 7,499 | 2,353 | 0.17% | 0.17% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 7,402 | 2,323 | 0.52% | 0.51% | 271 | +482 | 6.97% | Q1 2026 | Apr 20, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 7,321 | 2,297 | 0.46% | 0.47% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,315 | 2,295 | 0.03% | 0.03% | 273 | -549 | -6.98% | Q1 2026 | Apr 20, 2026 |
| Fiera Capital Corp | History | Reduced | 7,309 | 2,293 | 0.01% | 0.06% | 274 | -54,555 | -88.19% | Q1 2026 | May 12, 2026 |
| Index Technologies Group LLC | History | Added to | 7,092 | 2,225 | 2.42% | 2.35% | 275 | +124 | 1.78% | Q1 2026 | Apr 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,064 | 2,216 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 6,987 | 2,192 | 0.23% | 0.25% | 277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,970 | 2,187 | 0.1% | 0.1% | 278 | +43 | 0.62% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,949 | 2,180 | 0.06% | 0.06% | 279 | -520 | -6.96% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 6,924 | 2,172 | 0.14% | 0.17% | 280 | -4,655 | -40.2% | Q1 2026 | May 08, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 6,923 | 2,172 | 1.72% | 1.89% | 281 | +41 | 0.6% | Q1 2026 | May 05, 2026 |
| Kelsey Financial, LLC | History | Added to | 6,861 | 2,153 | 1.88% | 1.58% | 282 | +1,160 | 20.35% | Q1 2026 | May 06, 2026 |
| Somerset Group LLC | History | No change | 5,990 | 2,134 | 1.58% | 1.52% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| jvl associates llc | History | No change | 6,750 | 2,118 | 0.71% | 0.71% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 6,714 | 2,106 | 0.78% | 0.79% | 285 | -23 | -0.34% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,663 | 2,090 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 6,594 | 2,069 | 0.42% | 0.07% | 287 | +5,404 | 454.12% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,475 | 2,031 | 0.01% | 0.01% | 288 | +418 | 6.9% | Q1 2026 | Apr 30, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 6,472 | 2,030 | 0.11% | 0.47% | 289 | -20,075 | -75.62% | Q1 2026 | May 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,088 | 2,020 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,324 | 1,983 | 0.0% | 0.0% | 291 | -46 | -0.72% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,221 | 1,952 | 0.02% | 0.02% | 292 | +1,053 | 20.38% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,137 | 1,925 | 0.07% | 0.07% | 293 | -69 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 6,076 | 1,906 | 0.05% | 0.06% | 294 | -2 | -0.03% | Q1 2026 | May 04, 2026 |
| Sentinel Advisory Group, LLC | History | New | 6,056 | 1,900 | 0.93% | — | 295 | +6,056 | New | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 6,032 | 1,892 | 0.12% | — | 296 | +6,032 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,004 | 1,884 | 0.09% | 0.09% | 297 | +523 | 9.54% | Q1 2026 | Apr 23, 2026 |
| TimesSquare Capital Management, LLC | History | New | 6,000 | 1,882 | 0.03% | — | 298 | +6,000 | New | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 5,919 | 1,857 | 0.05% | 0.05% | 299 | -37 | -0.62% | Q1 2026 | May 04, 2026 |
| Haverford Trust Co | History | Reduced | 5,909 | 1,854 | 0.02% | 0.02% | 300 | -62 | -1.04% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Added to | 5,821 | 1,826 | 0.81% | 0.66% | 301 | +550 | 10.43% | Q1 2026 | May 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,293 | 1,823 | 0.12% | 0.12% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,785 | 1,815 | 0.04% | 0.05% | 303 | -61 | -1.04% | Q1 2026 | May 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 5,694 | 1,786 | 0.09% | 0.09% | 304 | -195 | -3.31% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Reduced | 5,689 | 1,785 | 0.04% | 0.05% | 305 | -2,354 | -29.27% | Q1 2026 | May 07, 2026 |
| McAdam, LLC | History | Reduced | 5,649 | 1,772 | 0.08% | 0.09% | 306 | -153 | -2.64% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,626 | 1,765 | 0.05% | 0.05% | 307 | -438 | -7.22% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,604 | 1,758 | 0.01% | 0.01% | 308 | +865 | 18.25% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,578 | 1,750 | 0.18% | 0.19% | 309 | -72 | -1.27% | Q1 2026 | May 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,512 | 1,729 | 0.15% | 0.14% | 310 | +693 | 14.38% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 5,500 | 1,725 | 0.0% | — | 311 | +5,500 | New | Q1 2026 | May 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 5,403 | 1,695 | 0.2% | 0.22% | 312 | -1 | -0.02% | Q1 2026 | Apr 20, 2026 |
| BTC Capital Management, Inc. | History | No change | 5,394 | 1,692 | 0.11% | 0.12% | 313 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 5,386 | 1,690 | 0.35% | 0.36% | 314 | +333 | 6.59% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 5,386 | 1,690 | 0.6% | 0.66% | 315 | -246 | -4.37% | Q1 2026 | Apr 21, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 5,379 | 1,687 | 1.44% | 1.61% | 316 | +213 | 4.12% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,359 | 1,681 | 0.09% | 0.09% | 317 | +207 | 4.02% | Q1 2026 | Apr 15, 2026 |
| EQUITABLE TRUST CO | History | Added to | 5,352 | 1,679 | 0.08% | 0.08% | 318 | +122 | 2.33% | Q1 2026 | Apr 30, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 5,338 | 1,675 | 0.4% | 0.39% | 319 | -126 | -2.31% | Q1 2026 | Apr 30, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 5,268 | 1,653 | 2.5% | 2.51% | 320 | +14 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Krilogy Financial LLC | History | Added to | 4,711 | 1,642 | 0.05% | 0.05% | 321 | +878 | 22.91% | Q1 2026 | Apr 17, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 5,222 | 1,638 | 1.86% | 1.92% | 322 | -217 | -3.99% | Q1 2026 | Apr 21, 2026 |
| American State Bank (Iowa) | History | Added to | 5,192 | 1,629 | 0.78% | 0.77% | 323 | +241 | 4.87% | Q1 2026 | Apr 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 5,145 | 1,614 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,135 | 1,611 | 0.0% | 0.0% | 325 | -612 | -10.65% | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | No change | 5,136 | 1,611 | 0.66% | 0.68% | 326 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 5,130 | 1,609 | 0.75% | — | 327 | +5,130 | New | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,112 | 1,604 | 0.02% | 0.02% | 328 | -5 | -0.1% | Q1 2026 | Apr 13, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 4,462 | 1,600 | 0.63% | 0.71% | 329 | -873 | -16.36% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Added to | 5,079 | 1,593 | 0.05% | 0.04% | 330 | +836 | 19.7% | Q1 2026 | May 14, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 5,075 | 1,592 | 0.2% | 0.73% | 331 | -15,751 | -75.63% | Q1 2026 | Apr 09, 2026 |
| Pointe Capital Management LLC | History | Added to | 5,039 | 1,581 | 0.78% | 0.76% | 332 | +305 | 6.44% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,037 | 1,580 | 0.06% | 0.06% | 333 | +151 | 3.09% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 5,021 | 1,575 | 0.0% | 0.0% | 334 | +1,964 | 64.25% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 4,983 | 1,563 | 0.27% | 0.3% | 335 | -158 | -3.07% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,942 | 1,550 | 0.09% | 0.09% | 336 | -24 | -0.48% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,928 | 1,546 | 0.03% | 0.02% | 337 | +952 | 23.94% | Q1 2026 | Apr 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 4,916 | 1,542 | 0.51% | 0.54% | 338 | -140 | -2.77% | Q1 2026 | May 08, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 4,862 | 1,525 | 0.06% | 0.07% | 339 | -426 | -8.06% | Q1 2026 | Apr 30, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,969 | 1,516 | 0.57% | 0.54% | 340 | +292 | 6.24% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,797 | 1,502 | 0.02% | 0.03% | 341 | -2,861 | -37.36% | Q1 2026 | May 13, 2026 |
| MWA Asset Management | History | Added to | 4,784 | 1,502 | 0.82% | 0.85% | 342 | +86 | 1.83% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,739 | 1,487 | 0.01% | 0.01% | 343 | -1,355 | -22.23% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 4,734 | 1,485 | 0.13% | 0.12% | 344 | -71 | -1.48% | Q1 2026 | Apr 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 4,668 | 1,464 | 0.21% | 0.22% | 345 | -200 | -4.11% | Q1 2026 | Apr 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 4,645 | 1,457 | 0.21% | 0.22% | 346 | -70 | -1.48% | Q1 2026 | Apr 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,619 | 1,449 | 0.1% | 0.1% | 347 | -20 | -0.43% | Q1 2026 | Apr 28, 2026 |
| Naviter Wealth, LLC | History | No change | 4,560 | 1,430 | 0.18% | 0.19% | 348 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chicago Capital, LLC | History | Reduced | 4,466 | 1,401 | 0.04% | 0.04% | 349 | -12 | -0.27% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,464 | 1,400 | 0.02% | 0.02% | 350 | -268 | -5.66% | Q1 2026 | May 11, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 4,462 | 1,400 | 0.59% | 0.62% | 351 | -99 | -2.17% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 4,451 | 1,396 | 0.71% | 0.74% | 352 | -945 | -17.51% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,441 | 1,394 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 4,398 | 1,380 | 0.32% | 0.38% | 354 | -724 | -14.14% | Q1 2026 | Apr 09, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 4,397 | 1,379 | 1.11% | 1.13% | 355 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 4,382 | 1,375 | 0.65% | 0.61% | 356 | -26 | -0.59% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,372 | 1,372 | 0.03% | 0.03% | 357 | +166 | 3.95% | Q1 2026 | May 08, 2026 |
| Lighthouse Financial LLC | History | Reduced | 4,360 | 1,368 | 0.82% | 0.94% | 358 | -100 | -2.24% | Q1 2026 | May 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 4,308 | 1,352 | 0.57% | 0.64% | 359 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 4,301 | 1,349 | 0.02% | 0.03% | 360 | -1,198 | -21.79% | Q1 2026 | May 05, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 4,260 | 1,336 | 0.21% | 0.22% | 361 | -93 | -2.14% | Q1 2026 | Apr 29, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 4,191 | 1,315 | 0.02% | 0.02% | 362 | -213 | -4.84% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 4,171 | 1,308 | 0.07% | 0.06% | 363 | -44 | -1.04% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,109 | 1,289 | 0.03% | 0.02% | 364 | +535 | 14.97% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,081 | 1,280 | 0.02% | 0.02% | 365 | -206 | -4.81% | Q1 2026 | Apr 22, 2026 |
| Veery Capital, LLC | History | No change | 4,051 | 1,271 | 0.39% | 0.4% | 366 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,995 | 1,253 | 0.28% | 0.3% | 367 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,985 | 1,250 | 0.02% | 0.04% | 368 | -2,369 | -37.28% | Q1 2026 | Apr 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 3,955 | 1,241 | 0.44% | 0.44% | 369 | +135 | 3.53% | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Added to | 3,882 | 1,218 | 0.08% | 0.08% | 370 | +165 | 4.44% | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | Added to | 3,859 | 1,210 | 0.02% | 0.02% | 371 | +252 | 6.99% | Q1 2026 | Apr 16, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 3,846 | 1,206 | 0.6% | 0.69% | 372 | -63 | -1.61% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 3,842 | 1,205 | 0.04% | 0.04% | 373 | +9 | 0.23% | Q1 2026 | May 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 3,799 | 1,204 | 0.49% | 0.44% | 374 | +185 | 5.12% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 3,823 | 1,199 | 0.01% | 0.03% | 375 | -3,468 | -47.57% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,233 | 1,192 | 0.02% | 0.03% | 376 | -159 | -4.69% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 3,770 | 1,183 | 0.12% | 0.2% | 377 | -2,088 | -35.64% | Q1 2026 | Apr 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,375 | 1,174 | 0.07% | 0.07% | 378 | +254 | 8.14% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,735 | 1,172 | 0.0% | 0.0% | 379 | -2,547 | -40.54% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,712 | 1,164 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 3,694 | 1,159 | 0.0% | 0.0% | 381 | +1,297 | 54.11% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,846 | 1,157 | 0.04% | 0.04% | 382 | +896 | 30.37% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,634 | 1,140 | 0.03% | 0.03% | 383 | -132 | -3.51% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,579 | 1,123 | 0.08% | 0.08% | 384 | +69 | 1.97% | Q1 2026 | Apr 14, 2026 |
| WESBANCO BANK INC | History | Added to | 3,576 | 1,122 | 0.03% | 0.03% | 385 | +164 | 4.81% | Q1 2026 | Apr 21, 2026 |
| INSIGHT 2811, INC. | History | Added to | 3,558 | 1,116 | 0.47% | 0.5% | 386 | +25 | 0.71% | Q1 2026 | May 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 3,557 | 1,116 | 0.18% | 0.19% | 387 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DAVIDSON TRUST CO | History | Added to | 3,545 | 1,111 | 0.48% | 0.46% | 388 | +102 | 2.96% | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | Added to | 3,537 | 1,109 | 1.1% | 1.12% | 389 | +10 | 0.28% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 3,531 | 1,108 | 0.96% | 1.01% | 390 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,523 | 1,106 | 0.05% | 0.06% | 391 | -460 | -11.55% | Q1 2026 | May 18, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 3,159 | 1,101 | 0.3% | 0.31% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 3,499 | 1,100 | 0.26% | 0.26% | 393 | +17 | 0.49% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,469 | 1,088 | 0.38% | 0.4% | 394 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,436 | 1,078 | 0.39% | 0.38% | 395 | +64 | 1.9% | Q1 2026 | May 06, 2026 |
| Forum Finance Group S.A. | History | New | 4,185 | 1,069 | 0.58% | — | 397 | +4,185 | New | Q1 2026 | May 07, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 3,408 | 1,069 | 0.97% | 1.03% | 396 | -38 | -1.1% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 3,400 | 1,066 | 0.12% | 0.12% | 399 | +39 | 1.16% | Q1 2026 | May 15, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 3,399 | 1,066 | 0.22% | 0.23% | 398 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 3,368 | 1,056 | 0.15% | 0.15% | 400 | +14 | 0.42% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,348 | 1,050 | 0.35% | 0.36% | 401 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,219 | 1,039 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,303 | 1,036 | 0.01% | 0.01% | 403 | +1,146 | 53.13% | Q1 2026 | Apr 20, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,296 | 1,034 | 0.04% | 0.01% | 404 | +2,271 | 221.56% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,295 | 1,033 | 0.03% | 0.01% | 405 | +1,869 | 131.07% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,281 | 1,029 | 0.38% | 0.42% | 406 | -291 | -8.15% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,226 | 1,012 | 0.04% | 0.04% | 407 | -39 | -1.19% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,219 | 1,010 | 0.09% | — | 408 | +3,219 | New | Q1 2026 | Apr 08, 2026 |
| Cadence Bank | History | No change | 3,123 | 1,008 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 3,211 | 1,007 | 0.17% | 0.19% | 410 | +629 | 24.36% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,207 | 1,006 | 0.02% | 0.02% | 411 | +201 | 6.69% | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 3,094 | 999 | 0.06% | 0.06% | 412 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,181 | 998 | 0.02% | 0.02% | 413 | -60 | -1.85% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,170 | 994 | 0.31% | 0.32% | 414 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Allegheny Financial Group | History | Added to | 3,144 | 986 | 0.13% | 0.15% | 415 | +1 | 0.03% | Q1 2026 | Apr 16, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 3,132 | 982 | 0.09% | 0.09% | 416 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,123 | 980 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 3,116 | 977 | 0.25% | 0.27% | 418 | -30 | -0.95% | Q1 2026 | Apr 10, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 3,110 | 975 | 0.48% | 0.56% | 419 | -150 | -4.6% | Q1 2026 | Apr 20, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 3,049 | 974 | 0.02% | — | 420 | +3,049 | New | Q1 2026 | May 13, 2026 |
| AMJ Financial Wealth Management | History | New | 3,083 | 967 | 0.23% | — | 421 | +3,083 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 3,055 | 958 | 0.01% | 0.01% | 422 | -40 | -1.29% | Q1 2026 | Apr 16, 2026 |
| Garde Capital, Inc. | History | Added to | 3,008 | 943 | 0.06% | 0.05% | 423 | +150 | 5.25% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,000 | 941 | 0.02% | 0.03% | 424 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Renasant Bank | History | Reduced | 2,974 | 933 | 0.66% | 0.66% | 425 | -23 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 2,967 | 931 | 0.32% | 1.77% | 426 | -13,557 | -82.04% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,947 | 924 | 0.05% | 0.05% | 427 | +90 | 3.15% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,941 | 922 | 0.01% | 0.02% | 428 | -758 | -20.49% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 2,925 | 917 | 0.01% | 0.01% | 429 | +428 | 17.14% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,922 | 916 | 0.02% | 0.02% | 430 | +24 | 0.83% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 2,912 | 913 | 0.03% | 0.03% | 431 | +717 | 32.67% | Q1 2026 | Apr 29, 2026 |
| Disciplined Investments, LLC | History | Reduced | 2,900 | 910 | 0.33% | 0.37% | 432 | -108 | -3.59% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,876 | 902 | 0.05% | 0.05% | 433 | -109 | -3.65% | Q1 2026 | Apr 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,861 | 897 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 2,848 | 893 | 0.06% | 0.07% | 435 | -97 | -3.29% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 2,833 | 889 | 0.02% | 0.02% | 436 | -390 | -12.1% | Q1 2026 | Apr 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,832 | 888 | 0.01% | 0.02% | 437 | -69 | -2.38% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,827 | 887 | 0.02% | — | 438 | +2,827 | New | Q1 2026 | Apr 27, 2026 |
| Copia Wealth Management | History | Reduced | 2,811 | 882 | 0.61% | 0.68% | 440 | -151 | -5.1% | Q1 2026 | May 04, 2026 |
| Intergy Private Wealth, LLC | History | No change | 2,811 | 882 | 0.26% | 0.27% | 439 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 2,808 | 881 | 0.03% | 0.03% | 441 | -5 | -0.18% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,805 | 880 | 0.0% | 0.0% | 442 | +1,015 | 56.7% | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,786 | 874 | 0.06% | 0.07% | 443 | -748 | -21.17% | Q1 2026 | May 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,765 | 867 | 0.1% | — | 444 | +2,765 | New | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,760 | 866 | 0.14% | 0.14% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | No change | 2,752 | 863 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 2,727 | 855 | 0.1% | 0.1% | 447 | -52 | -1.87% | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,693 | 845 | 0.02% | 0.02% | 448 | +68 | 2.59% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,689 | 843 | 0.04% | 0.04% | 449 | -25 | -0.92% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,684 | 842 | 0.03% | 0.03% | 450 | -261 | -8.86% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 2,665 | 836 | 0.1% | 0.11% | 451 | -150 | -5.33% | Q1 2026 | Apr 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 2,654 | 832 | 0.13% | 0.14% | 452 | +116 | 4.57% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 2,655 | 832 | 0.01% | 0.02% | 453 | -1 | -0.04% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,651 | 831 | 0.01% | 0.02% | 454 | -53 | -1.96% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,645 | 831 | 0.04% | 0.04% | 455 | -1 | -0.04% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,641 | 828 | 0.03% | 0.03% | 456 | +57 | 2.21% | Q1 2026 | May 14, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 2,625 | 823 | 0.06% | 0.41% | 457 | -14,636 | -84.79% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | No change | 2,606 | 817 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 2,576 | 808 | 0.31% | 0.32% | 459 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,575 | 808 | 0.34% | 0.35% | 460 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,568 | 806 | 0.03% | 0.03% | 461 | -118 | -4.39% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 2,639 | 805 | 0.02% | 0.03% | 462 | -175 | -6.22% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,565 | 805 | 0.01% | 0.01% | 463 | -16 | -0.62% | Q1 2026 | Apr 10, 2026 |
| WealthPlan Investment Management, LLC | History | New | 2,539 | 796 | 0.04% | — | 465 | +2,539 | New | Q1 2026 | Apr 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,537 | 796 | 0.05% | 0.06% | 464 | -720 | -22.11% | Q1 2026 | Apr 17, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 2,522 | 791 | 0.2% | 0.26% | 466 | -588 | -18.91% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,515 | 789 | 0.01% | 0.02% | 467 | -3,367 | -57.24% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 2,501 | 784 | 0.03% | 0.03% | 468 | +17 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Pacific Point Advisors, LLC | History | No change | 2,500 | 784 | 0.41% | 0.43% | 469 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,477 | 777 | 0.35% | 0.35% | 470 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,468 | 774 | 0.01% | 0.01% | 471 | -802 | -24.53% | Q1 2026 | Apr 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,460 | 771 | 0.0% | 0.0% | 472 | -2,089 | -45.92% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,459 | 771 | 0.03% | 0.03% | 473 | -343 | -12.24% | Q1 2026 | Apr 14, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 2,424 | 760 | 0.69% | 0.71% | 474 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 2,417 | 758 | 0.01% | 0.02% | 476 | -659 | -21.42% | Q1 2026 | May 11, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 2,416 | 758 | 0.26% | 0.29% | 475 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,390 | 750 | 0.02% | 0.02% | 477 | -52 | -2.13% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,389 | 749 | 0.03% | 0.02% | 478 | +177 | 8.0% | Q1 2026 | Apr 24, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 2,382 | 747 | 0.13% | — | 479 | +2,382 | New | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,375 | 745 | 0.05% | 0.05% | 480 | +2 | 0.08% | Q1 2026 | May 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 2,350 | 737 | 0.08% | 0.09% | 481 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 2,350 | 737 | 0.05% | 0.05% | 482 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FC Advisory LLC | History | Reduced | 2,347 | 736 | 0.21% | 0.22% | 483 | -43 | -1.8% | Q1 2026 | Apr 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,332 | 731 | 0.2% | 0.21% | 484 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Intellectus Partners, LLC | History | New | 2,328 | 730 | 0.15% | — | 485 | +2,328 | New | Q1 2026 | Apr 10, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 2,320 | 727 | 0.59% | 0.62% | 486 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| Newton One Investments LLC | History | Reduced | 2,302 | 722 | 0.2% | 0.23% | 488 | -78 | -3.28% | Q1 2026 | Apr 24, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,301 | 722 | 0.03% | 0.03% | 487 | +6 | 0.26% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,297 | 721 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 2,297 | 720 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | No change | 2,291 | 718 | 0.14% | 0.14% | 491 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bell Bank | History | Reduced | 2,288 | 717 | 0.03% | 0.03% | 492 | -245 | -9.67% | Q1 2026 | Apr 23, 2026 |
| Sepio Capital, LP | History | No change | 2,287 | 717 | 0.04% | 0.04% | 493 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 2,200 | 710 | 0.22% | 0.22% | 494 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Emerald Investment Advisers, LLC | History | New | 2,254 | 707 | 0.06% | — | 495 | +2,254 | New | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,232 | 700 | 0.03% | 0.02% | 496 | +860 | 62.68% | Q1 2026 | May 08, 2026 |
| SkyOak Wealth, LLC | History | No change | 2,233 | 700 | 0.13% | 0.13% | 497 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sierra Capital LLC | History | No change | 2,223 | 698 | 0.08% | 0.08% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | No change | 2,221 | 696 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 2,216 | 695 | 0.38% | 0.35% | 500 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 2,217 | 695 | 0.27% | 0.28% | 501 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 2,210 | 693 | 0.14% | 0.16% | 502 | -169 | -7.1% | Q1 2026 | Apr 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 2,208 | 692 | 0.11% | 0.09% | 503 | +298 | 15.6% | Q1 2026 | May 11, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 2,181 | 684 | 0.55% | 0.58% | 504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 2,175 | 682 | 0.01% | 0.02% | 505 | +13 | 0.6% | Q1 2026 | Apr 13, 2026 |
| American Wealth Advisors, LLC | History | No change | 2,147 | 673 | 0.7% | 0.68% | 506 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elgethun Capital Management | History | No change | 2,075 | 651 | 0.11% | 0.12% | 507 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 2,058 | 646 | 0.01% | 0.02% | 508 | -305 | -12.91% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 2,095 | 644 | 0.09% | 0.09% | 509 | +56 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 2,034 | 638 | 0.08% | 0.09% | 510 | -180 | -8.13% | Q1 2026 | Apr 23, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 1,718 | 633 | 0.28% | 0.27% | 511 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,010 | 630 | 0.12% | 0.11% | 512 | -51 | -2.47% | Q1 2026 | May 20, 2026 |
| Quantbot Technologies LP | History | New | 2,000 | 627 | 0.03% | — | 514 | +2,000 | New | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 2,000 | 627 | 0.01% | 0.01% | 513 | -50 | -2.44% | Q1 2026 | Apr 13, 2026 |
| Jupiter Wealth Management LLC | History | No change | 1,683 | 621 | 0.25% | 0.25% | 515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Friday Financial | History | Reduced | 1,978 | 620 | 0.21% | 0.25% | 516 | -244 | -10.98% | Q1 2026 | Apr 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,957 | 614 | 0.21% | 0.22% | 517 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True North Advisors, LLC | History | No change | 1,954 | 613 | 0.07% | 0.08% | 518 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,945 | 610 | 0.08% | 0.08% | 519 | -29 | -1.47% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | No change | 1,940 | 608 | 0.12% | 0.13% | 520 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 1,880 | 607 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Palisade Asset Management, LLC | History | Added to | 1,928 | 605 | 0.06% | 0.06% | 522 | +6 | 0.31% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,926 | 604 | 0.01% | 0.01% | 523 | +118 | 6.53% | Q1 2026 | May 12, 2026 |
| DRAVO BAY LLC | History | Added to | 1,925 | 603 | 0.24% | 0.25% | 524 | +42 | 2.23% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 1,913 | 600 | 0.0% | 0.01% | 525 | -74,624 | -97.5% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 1,878 | 589 | 0.06% | 0.06% | 526 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bensler, LLC | History | No change | 1,878 | 589 | 0.06% | 0.06% | 527 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,873 | 587 | 0.18% | 0.18% | 528 | -14 | -0.74% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,860 | 583 | 0.0% | 0.0% | 529 | +1,468 | 374.49% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,854 | 581 | 0.01% | 0.01% | 530 | -130 | -6.55% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Added to | 1,851 | 580 | 0.02% | 0.01% | 531 | +400 | 27.57% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 1,842 | 578 | 0.0% | — | 532 | +1,842 | New | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 1,624 | 578 | 0.01% | — | 533 | +1,624 | New | Q1 2026 | Apr 20, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,840 | 577 | 0.24% | 0.24% | 534 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,820 | 571 | 0.06% | 0.07% | 535 | -485 | -21.04% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,816 | 569 | 0.03% | 0.03% | 536 | +2 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 1,762 | 569 | 0.34% | 0.34% | 537 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,803 | 565 | 0.01% | 0.01% | 538 | -9 | -0.5% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,800 | 564 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 1,799 | 564 | 0.07% | 0.08% | 540 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,793 | 562 | 0.01% | 0.01% | 541 | -90 | -4.78% | Q1 2026 | May 12, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 1,790 | 561 | 0.05% | 0.05% | 542 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,574 | 553 | 0.01% | 0.02% | 543 | +81 | 5.43% | Q1 2026 | May 01, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 1,737 | 545 | 0.08% | 0.08% | 544 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | Added to | 1,731 | 543 | 0.07% | 0.06% | 545 | +129 | 8.05% | Q1 2026 | Apr 17, 2026 |
| McGuire Investment Group, LLC | History | Added to | 1,730 | 542 | 0.06% | 0.06% | 546 | +18 | 1.05% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | New | 1,727 | 541 | 0.14% | — | 548 | +1,727 | New | Q1 2026 | May 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 1,725 | 541 | 0.39% | 0.44% | 547 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,721 | 540 | 0.01% | 0.0% | 549 | +714 | 70.9% | Q1 2026 | Apr 27, 2026 |
| Allen Investment Management, LLC | History | No change | 1,720 | 539 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Madrid Wealth Management, LLC | History | New | 1,715 | 538 | 0.41% | — | 551 | +1,715 | New | Q1 2026 | Apr 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,714 | 537 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 1,706 | 535 | 0.14% | 0.1% | 553 | +303 | 21.6% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,769 | 532 | 0.03% | 0.04% | 554 | -775 | -30.46% | Q1 2026 | Apr 24, 2026 |
| Athena Investment Management | History | No change | 1,694 | 531 | 0.28% | 0.28% | 555 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 1,686 | 529 | 0.18% | 0.21% | 556 | -8 | -0.47% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 1,679 | 526 | 0.09% | 0.24% | 557 | -2,583 | -60.61% | Q1 2026 | Apr 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 1,672 | 524 | 0.17% | 0.18% | 558 | -20 | -1.18% | Q1 2026 | May 01, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 1,661 | 521 | 0.41% | 0.43% | 559 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Performance Wealth Partners, LLC | History | No change | 1,658 | 520 | 0.02% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MLP3, LLC | History | No change | 1,651 | 518 | 0.57% | 0.58% | 561 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,647 | 516 | 0.02% | 0.02% | 562 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,642 | 515 | 0.0% | 0.0% | 563 | -30 | -1.79% | Q1 2026 | May 11, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,636 | 513 | 0.47% | 0.47% | 564 | -46 | -2.73% | Q1 2026 | Apr 29, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 1,626 | 510 | 0.08% | 0.08% | 565 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tassel Capital Management, Inc. | History | No change | 1,619 | 507 | 0.28% | 0.32% | 566 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | No change | 1,615 | 506 | 0.22% | 0.22% | 567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 1,612 | 505 | 0.09% | 0.11% | 568 | +776 | 92.82% | Q1 2026 | Apr 29, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 1,603 | 503 | 0.23% | 0.22% | 570 | -50 | -3.02% | Q1 2026 | May 05, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 1,606 | 503 | 0.03% | 0.03% | 569 | -8 | -0.5% | Q1 2026 | May 01, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 1,578 | 495 | 0.11% | 0.12% | 571 | -67 | -4.07% | Q1 2026 | Apr 21, 2026 |
| Forum Financial Management, LP | History | Added to | 1,565 | 491 | 0.01% | 0.01% | 572 | +3 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,369 | 490 | 0.01% | 0.01% | 574 | +85 | 6.62% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,562 | 490 | 0.02% | 0.02% | 573 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,543 | 484 | 0.04% | 0.04% | 575 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 1,532 | 480 | 0.1% | 0.11% | 576 | -73 | -4.55% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,528 | 479 | 0.02% | 0.01% | 577 | +682 | 80.61% | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,523 | 477 | 0.1% | 0.11% | 578 | -154 | -9.18% | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | Added to | 1,506 | 472 | 0.08% | 0.08% | 580 | +117 | 8.42% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,507 | 472 | 0.01% | 0.01% | 579 | -59 | -3.77% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,497 | 469 | 0.04% | 0.04% | 581 | -52 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Sage Capital Management, LLC | History | No change | 1,492 | 469 | 0.22% | 0.22% | 582 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 1,483 | 465 | 0.01% | 0.01% | 583 | -16 | -1.07% | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,476 | 463 | 0.04% | 0.04% | 584 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Coastwise Capital Group, LLC | History | No change | 1,476 | 463 | 0.26% | 0.24% | 585 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 1,475 | 462 | 0.07% | 0.07% | 586 | -8 | -0.54% | Q1 2026 | Apr 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 1,468 | 460 | 0.16% | 0.18% | 587 | -40 | -2.65% | Q1 2026 | Apr 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,457 | 457 | 0.01% | 0.01% | 588 | -5 | -0.34% | Q1 2026 | Apr 30, 2026 |
| WILLNER & HELLER, LLC | History | No change | 1,457 | 457 | 0.34% | 0.34% | 589 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,453 | 455 | 0.02% | 0.03% | 590 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 1,446 | 453 | 0.07% | 0.1% | 592 | -214 | -12.89% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,446 | 453 | 0.02% | 0.03% | 591 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,442 | 452 | 0.01% | 0.01% | 593 | +11 | 0.77% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 1,434 | 450 | 0.0% | 0.0% | 594 | +641 | 80.83% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,413 | 443 | 0.01% | 0.01% | 596 | +72 | 5.37% | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,372 | 443 | 0.05% | 0.05% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,406 | 441 | 0.0% | 0.0% | 597 | -32 | -2.23% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 1,402 | 439 | 0.04% | 0.04% | 599 | +12 | 0.86% | Q1 2026 | May 01, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 1,400 | 439 | 0.11% | 0.1% | 598 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,392 | 436 | 0.01% | 0.01% | 600 | +174 | 14.29% | Q1 2026 | Apr 20, 2026 |
| Eagle Bay Advisors LLC | History | No change | 1,388 | 435 | 0.38% | 0.33% | 601 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Empirical Asset Management, LLC | History | No change | 1,385 | 434 | 0.11% | 0.13% | 602 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,372 | 430 | 0.02% | — | 603 | +1,372 | New | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,368 | 429 | 0.03% | 0.0% | 604 | +1,303 | 2004.62% | Q1 2026 | Apr 10, 2026 |
| Pegasus Asset Management, Inc. | History | No change | 1,357 | 425 | 0.14% | 0.13% | 605 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KKM Financial LLC | History | No change | 1,314 | 424 | 0.08% | 0.08% | 606 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,202 | 422 | 0.13% | 0.13% | 607 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 1,342 | 421 | 0.01% | 0.01% | 608 | -54 | -3.87% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 1,341 | 420 | 0.06% | 0.06% | 610 | +41 | 3.15% | Q1 2026 | Apr 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,340 | 420 | 0.07% | 0.07% | 609 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,335 | 419 | 0.03% | 0.04% | 611 | +134 | 11.16% | Q1 2026 | Apr 16, 2026 |
| Orgel Wealth Management, LLC | History | No change | 1,334 | 418 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,331 | 417 | 0.02% | 0.02% | 613 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| S&CO INC | History | No change | 1,329 | 417 | 0.03% | 0.03% | 614 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,331 | 417 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 1,328 | 416 | 0.26% | 0.27% | 616 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 1,320 | 414 | 0.01% | 0.06% | 617 | -7,797 | -85.52% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Added to | 1,318 | 413 | 0.19% | 0.2% | 618 | +40 | 3.13% | Q1 2026 | May 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 1,314 | 412 | 0.18% | 0.21% | 619 | -207 | -13.61% | Q1 2026 | Apr 23, 2026 |
| Bangor Savings Bank | History | Reduced | 1,312 | 411 | 0.03% | 0.04% | 620 | -240 | -15.46% | Q1 2026 | Apr 01, 2026 |
| Livet Wealth, LLC | History | Reduced | 1,310 | 411 | 0.26% | 0.26% | 622 | -6 | -0.46% | Q1 2026 | Apr 24, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,310 | 411 | 0.06% | 0.06% | 621 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,287 | 410 | 0.03% | 0.02% | 624 | +242 | 23.16% | Q1 2026 | May 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 1,307 | 410 | 0.03% | 0.03% | 623 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,304 | 409 | 0.03% | 0.03% | 625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| William Allan Corp | History | Added to | 1,300 | 407 | 0.24% | 0.24% | 627 | +1 | 0.08% | Q1 2026 | May 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 1,298 | 407 | 0.03% | 0.03% | 626 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 1,285 | 403 | 0.02% | 0.01% | 628 | -103 | -7.42% | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 1,249 | 403 | 0.28% | 0.28% | 629 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TCP Asset Management, LLC | History | New | 1,282 | 402 | 0.05% | — | 632 | +1,282 | New | Q1 2026 | Apr 10, 2026 |
| Argentarii, LLC | History | Added to | 1,282 | 402 | 0.14% | 0.11% | 631 | +195 | 17.94% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,282 | 402 | 0.01% | 0.01% | 630 | +21 | 1.67% | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | No change | 1,280 | 401 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smith Salley Wealth Management | History | Added to | 1,273 | 399 | 0.02% | 0.02% | 634 | +129 | 11.28% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,273 | 399 | 0.04% | 0.04% | 635 | +38 | 3.08% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,265 | 397 | 0.02% | — | 638 | +1,265 | New | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Added to | 1,266 | 397 | 0.4% | 0.41% | 637 | +51 | 4.2% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,265 | 397 | 0.0% | 0.0% | 636 | +12 | 0.96% | Q1 2026 | May 08, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 1,264 | 396 | 0.0% | 0.0% | 639 | -50 | -3.81% | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | No change | 1,260 | 395 | 0.3% | 0.29% | 640 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,259 | 395 | 0.3% | 0.3% | 641 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,260 | 395 | 0.16% | 0.17% | 642 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nelson Capital Management, LLC | History | No change | 1,250 | 392 | 0.05% | 0.05% | 643 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clare Market Investments LLC | History | New | 1,247 | 391 | 0.08% | — | 644 | +1,247 | New | Q1 2026 | Apr 29, 2026 |
| Summa Corp. | History | No change | 1,243 | 390 | 0.16% | 0.17% | 645 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 1,235 | 387 | 0.02% | 0.02% | 646 | -32 | -2.53% | Q1 2026 | Apr 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,232 | 386 | 0.0% | 0.0% | 647 | -130 | -9.54% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,229 | 385 | 0.01% | — | 648 | +1,229 | New | Q1 2026 | May 01, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 1,222 | 383 | 0.05% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,219 | 382 | 0.01% | 0.02% | 650 | -225 | -15.58% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,215 | 381 | 0.03% | 0.03% | 651 | +119 | 10.86% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Reduced | 1,202 | 377 | 0.01% | 0.01% | 652 | -40 | -3.22% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 1,200 | 376 | 0.01% | 0.02% | 653 | -520 | -30.23% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,195 | 375 | 0.03% | 0.03% | 656 | +102 | 9.33% | Q1 2026 | May 07, 2026 |
| First Western Trust Bank | History | Reduced | 1,195 | 375 | 0.02% | 0.02% | 654 | -35 | -2.85% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,197 | 375 | 0.08% | 0.08% | 655 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 1,245 | 374 | 0.02% | 0.01% | 657 | +477 | 62.11% | Q1 2026 | May 13, 2026 |
| Kaizen Financial Strategies | History | No change | 1,075 | 374 | 0.16% | 0.15% | 658 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 1,190 | 373 | 0.03% | — | 660 | +1,190 | New | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 1,013 | 373 | 0.04% | 0.05% | 659 | -50 | -4.7% | Q1 2026 | May 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 1,183 | 371 | 0.11% | — | 661 | +1,183 | New | Q1 2026 | Apr 24, 2026 |
| R.H. Investment Group, LLC | History | New | 1,123 | 371 | 0.29% | — | 662 | +1,123 | New | Q1 2026 | Apr 14, 2026 |
| Independence Bank of Kentucky | History | Added to | 1,175 | 368 | 0.05% | 0.05% | 664 | +38 | 3.34% | Q1 2026 | Apr 30, 2026 |
| BHK Investment Advisors, LLC | History | No change | 1,175 | 368 | 0.12% | 0.12% | 663 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 1,172 | 367 | 0.18% | 0.19% | 665 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BCI SECURITIES, INC. | History | No change | 1,164 | 365 | 3.6% | 3.24% | 666 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 1,155 | 362 | 0.07% | 0.04% | 667 | -9 | -0.77% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,147 | 359 | 0.04% | 0.04% | 668 | -6 | -0.52% | Q1 2026 | Apr 30, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 1,143 | 358 | 0.02% | — | 669 | +1,143 | New | Q1 2026 | May 21, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 1,137 | 356 | 0.07% | 0.08% | 670 | -7 | -0.61% | Q1 2026 | May 01, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 1,131 | 354 | 0.05% | 0.06% | 671 | -1,126 | -49.89% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,129 | 354 | 0.01% | 0.01% | 672 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,125 | 353 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 1,123 | 352 | 0.08% | 0.08% | 674 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,117 | 350 | 0.05% | 0.05% | 675 | -1 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,111 | 348 | 0.08% | 0.09% | 676 | -27 | -2.37% | Q1 2026 | May 14, 2026 |
| High Falls Advisors, Inc | History | No change | 1,071 | 346 | 0.07% | 0.07% | 677 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Csenge Advisory Group | History | Reduced | 1,102 | 345 | 0.02% | 0.02% | 679 | -428 | -27.97% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,100 | 345 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,058 | 341 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 1,086 | 340 | 0.04% | 0.04% | 681 | +8 | 0.74% | Q1 2026 | May 12, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,085 | 340 | 0.24% | 0.26% | 682 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,076 | 337 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Palisades Investment Partners, LLC | History | Reduced | 1,070 | 335 | 0.13% | 0.28% | 684 | -1,238 | -53.64% | Q1 2026 | Apr 30, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 1,066 | 335 | 0.03% | 0.03% | 685 | -22 | -2.02% | Q1 2026 | May 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,067 | 334 | 0.05% | 0.05% | 686 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | Reduced | 1,062 | 333 | 0.07% | 0.1% | 687 | -390 | -26.86% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,058 | 331 | 0.04% | 0.04% | 688 | +1 | 0.09% | Q1 2026 | May 05, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,055 | 330 | 0.03% | 0.03% | 689 | +19 | 1.83% | Q1 2026 | Apr 10, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 1,053 | 330 | 0.15% | 0.16% | 690 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 1,049 | 329 | 0.19% | 0.3% | 691 | -525 | -33.35% | Q1 2026 | Apr 16, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 1,039 | 326 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Embree Financial Group | History | Reduced | 1,036 | 325 | 0.04% | 0.04% | 693 | -8 | -0.77% | Q1 2026 | Apr 23, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 1,038 | 325 | 0.09% | 0.09% | 694 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,035 | 324 | 0.03% | 0.03% | 695 | +50 | 5.08% | Q1 2026 | Apr 07, 2026 |
| Falcon Wealth Planning | History | Reduced | 1,032 | 323 | 0.02% | 0.03% | 698 | -118 | -10.26% | Q1 2026 | Apr 20, 2026 |
| Madison Asset Management, LLC | History | No change | 1,032 | 323 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 1,032 | 323 | 0.0% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,027 | 322 | 0.01% | 0.01% | 699 | +49 | 5.01% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,029 | 322 | 0.01% | 0.01% | 700 | -1 | -0.1% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,025 | 321 | 0.01% | 0.01% | 701 | -53 | -4.92% | Q1 2026 | Apr 09, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,026 | 321 | 0.08% | 0.08% | 702 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,019 | 320 | 0.0% | 0.0% | 703 | -22 | -2.11% | Q1 2026 | May 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,019 | 319 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 1,008 | 316 | 0.42% | 0.44% | 706 | +1 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 1,008 | 316 | 0.08% | 0.08% | 705 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 1,006 | 315 | 0.03% | 0.02% | 707 | +175 | 21.06% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,001 | 314 | 0.0% | 0.0% | 709 | -38 | -3.66% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,000 | 314 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,000 | 313 | 0.06% | 0.06% | 710 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 993 | 313 | 0.02% | 0.02% | 711 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 1,000 | 313 | 0.17% | 0.18% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 997 | 312 | 0.3% | 0.3% | 713 | -48 | -4.59% | Q1 2026 | Apr 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 993 | 311 | 0.03% | 0.03% | 714 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | Reduced | 988 | 309 | 0.25% | 0.31% | 715 | -35 | -3.42% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 979 | 307 | 0.01% | 0.01% | 717 | +175 | 21.77% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 979 | 307 | 0.01% | 0.01% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 977 | 306 | 0.08% | 0.07% | 718 | +104 | 11.91% | Q1 2026 | Apr 22, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 973 | 305 | 0.12% | 0.13% | 719 | -6 | -0.61% | Q1 2026 | Apr 08, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 969 | 304 | 0.01% | 0.03% | 720 | -1,350 | -58.21% | Q1 2026 | May 11, 2026 |
| Bank OZK | History | No change | 970 | 304 | 0.11% | 0.11% | 721 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 966 | 303 | 0.05% | — | 723 | +966 | New | Q1 2026 | May 11, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 967 | 303 | 0.08% | 0.09% | 722 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SPINNAKER TRUST | History | No change | 965 | 302 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Leo Wealth, LLC | History | Added to | 961 | 301 | 0.02% | 0.02% | 725 | +1 | 0.1% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 955 | 299 | 0.25% | 0.27% | 727 | +4 | 0.42% | Q1 2026 | Apr 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 926 | 299 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 951 | 298 | 0.07% | 0.06% | 730 | +228 | 31.54% | Q1 2026 | May 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 951 | 298 | 0.02% | 0.02% | 729 | +10 | 1.06% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 951 | 298 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 947 | 297 | 1.07% | 0.39% | 731 | +127 | 15.49% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 944 | 296 | 0.01% | 0.01% | 733 | -22 | -2.28% | Q1 2026 | May 01, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 945 | 296 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CERTUITY, LLC | History | Reduced | 940 | 294 | 0.02% | 0.02% | 734 | -203 | -17.76% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 936 | 293 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | Added to | 930 | 291 | 0.01% | 0.0% | 736 | +284 | 43.96% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 928 | 291 | 0.06% | 0.07% | 737 | -1 | -0.11% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 927 | 290 | 0.0% | 0.0% | 738 | +127 | 15.88% | Q1 2026 | May 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 923 | 289 | 0.1% | 0.1% | 739 | +58 | 6.71% | Q1 2026 | Apr 08, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 820 | 288 | 0.02% | 0.02% | 740 | -2 | -0.24% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 800 | 287 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 914 | 286 | 0.01% | 0.01% | 742 | +92 | 11.19% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 911 | 285 | 0.03% | 0.03% | 743 | -23 | -2.46% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 884 | 285 | 0.02% | 0.02% | 744 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 905 | 284 | 0.0% | 0.0% | 745 | -11 | -1.2% | Q1 2026 | Apr 17, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 902 | 283 | 0.17% | 0.16% | 746 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 899 | 282 | 0.01% | 0.01% | 748 | +85 | 10.44% | Q1 2026 | Apr 13, 2026 |
| Cannell & Spears LLC | History | Reduced | 900 | 282 | 0.01% | 0.01% | 749 | -23 | -2.49% | Q1 2026 | May 15, 2026 |
| BAXTER BROS INC | History | No change | 900 | 282 | 0.03% | 0.03% | 747 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| L & S Advisors Inc | History | Reduced | 897 | 281 | 0.04% | 0.03% | 750 | -63 | -6.56% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 894 | 280 | 0.0% | 0.0% | 751 | -2 | -0.22% | Q1 2026 | Apr 10, 2026 |
| NWAM LLC | History | Reduced | 891 | 279 | 0.02% | 0.02% | 753 | -35 | -3.78% | Q1 2026 | May 04, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 890 | 279 | 0.03% | 0.03% | 752 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Red Tortoise LLC | History | Reduced | 888 | 278 | 0.12% | 0.12% | 754 | -4 | -0.45% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 886 | 277 | 0.01% | — | 758 | +886 | New | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 884 | 277 | 0.02% | 0.02% | 757 | +88 | 11.06% | Q1 2026 | May 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 885 | 277 | 0.01% | 0.01% | 756 | +30 | 3.51% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 883 | 277 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 880 | 276 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WBH ADVISORY INC | History | No change | 871 | 275 | 0.02% | 0.02% | 760 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 876 | 274 | 0.02% | 0.02% | 761 | -9 | -1.02% | Q1 2026 | May 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 873 | 273 | 0.02% | 0.02% | 764 | -1 | -0.11% | Q1 2026 | May 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 870 | 273 | 0.04% | 0.04% | 762 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 871 | 273 | 0.08% | 0.08% | 763 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 864 | 271 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 730 | 268 | 0.04% | 0.04% | 766 | -65 | -8.18% | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | No change | 853 | 267 | 0.03% | 0.03% | 767 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunpointe, LLC | History | No change | 850 | 266 | 0.09% | 0.09% | 768 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 850 | 266 | 0.1% | 0.1% | 769 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TBH Global Asset Management, LLC | History | New | 845 | 265 | 0.05% | — | 771 | +845 | New | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 847 | 265 | 0.02% | 0.02% | 770 | -77 | -8.33% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 836 | 262 | 0.01% | 0.02% | 772 | +1 | 0.12% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Added to | 832 | 261 | 0.06% | 0.06% | 773 | +12 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 833 | 261 | 0.19% | 0.19% | 774 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 829 | 260 | 0.06% | 0.06% | 775 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 826 | 259 | 0.09% | 0.09% | 776 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CGN Advisors LLC | History | Reduced | 824 | 258 | 0.02% | 0.02% | 777 | -81 | -8.95% | Q1 2026 | Apr 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 814 | 255 | 0.22% | 0.22% | 778 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Reduced | 808 | 253 | 0.01% | 0.05% | 779 | -2,693 | -76.92% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 805 | 252 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 703 | 252 | 0.05% | 0.05% | 781 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Breachway Investments LLC | History | No change | 799 | 252 | 0.24% | 0.27% | 782 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 800 | 251 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 792 | 248 | 0.01% | 0.02% | 784 | -500 | -38.7% | Q1 2026 | Apr 28, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 793 | 248 | 0.06% | 0.1% | 785 | -445 | -35.95% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 788 | 247 | 0.01% | 0.01% | 786 | -6 | -0.76% | Q1 2026 | Apr 29, 2026 |
| Aviance Capital Partners, LLC | History | No change | 790 | 247 | 0.03% | 0.03% | 787 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 785 | 246 | 0.14% | 0.16% | 789 | -19 | -2.36% | Q1 2026 | Apr 23, 2026 |
| HFG Advisors, Inc. | History | No change | 784 | 246 | 0.17% | 0.18% | 788 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 780 | 244 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | No change | 778 | 244 | 0.14% | 0.14% | 791 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co of the South | History | No change | 775 | 243 | 0.04% | 0.04% | 792 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sovran Advisors, LLC | History | No change | 674 | 242 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Reduced | 766 | 240 | 0.01% | 0.01% | 795 | -26 | -3.28% | Q1 2026 | May 19, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 767 | 240 | 0.02% | 0.02% | 794 | -9 | -1.16% | Q1 2026 | May 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 765 | 239 | 0.04% | 0.04% | 797 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 763 | 239 | 0.02% | 0.02% | 796 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | No change | 760 | 238 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 751 | 235 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New England Professional Planning Group Inc. | History | No change | 743 | 233 | 0.1% | 0.1% | 800 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 744 | 233 | 0.06% | 0.06% | 801 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 742 | 232 | 0.08% | 0.11% | 802 | -271 | -26.75% | Q1 2026 | Apr 03, 2026 |
| Global Assets Advisory, LLC | History | New | 1,479 | 229 | 0.07% | — | 804 | +1,479 | New | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | No change | 721 | 229 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Advisors, LLC | History | Reduced | 727 | 228 | 0.03% | 0.03% | 805 | -130 | -15.17% | Q1 2026 | May 05, 2026 |
| Clearwave Capital, LLC | History | Added to | 727 | 228 | 0.16% | 0.16% | 806 | +35 | 5.06% | Q1 2026 | Apr 29, 2026 |
| Wealth Architects, LLC | History | No change | 726 | 227 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 723 | 226 | 0.0% | 0.0% | 808 | +15 | 2.12% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 719 | 225 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | No change | 719 | 225 | 0.05% | 0.05% | 810 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plancorp, LLC | History | No change | 677 | 224 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Asempa Wealth Advisors | History | No change | 710 | 224 | 0.2% | 0.2% | 812 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 713 | 223 | 0.12% | 0.11% | 813 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JBR Co Financial Management Inc | History | No change | 692 | 223 | 0.09% | 0.09% | 814 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 707 | 221 | 0.17% | 0.18% | 815 | -3 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 617 | 220 | 0.07% | 0.07% | 816 | -25 | -3.89% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 703 | 220 | 0.01% | 0.02% | 818 | -3 | -0.42% | Q1 2026 | Apr 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 683 | 220 | 0.02% | 0.02% | 817 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST MERCHANTS CORP | History | No change | 700 | 219 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MAYPORT, LLC | History | No change | 700 | 219 | 0.04% | 0.05% | 820 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advocate Investing Services LLC | History | No change | 700 | 219 | 0.19% | 0.2% | 821 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 695 | 218 | 0.01% | 0.02% | 822 | -1,655 | -70.43% | Q1 2026 | Apr 07, 2026 |
| JP Wealth Management, Inc. | History | No change | 697 | 218 | 0.15% | 0.16% | 823 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 693 | 217 | 0.02% | 0.02% | 825 | +3 | 0.43% | Q1 2026 | Apr 09, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 693 | 217 | 0.14% | 0.15% | 826 | +3 | 0.43% | Q1 2026 | Apr 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 694 | 217 | 0.03% | 0.03% | 824 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 689 | 216 | 0.03% | 0.04% | 827 | -211 | -23.44% | Q1 2026 | Apr 27, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 688 | 215 | 0.08% | 0.11% | 829 | +18 | 2.69% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 687 | 215 | 0.02% | 0.02% | 828 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | No change | 685 | 214 | 0.02% | 0.02% | 830 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 675 | 211 | 0.02% | 0.02% | 831 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 669 | 210 | 0.02% | 0.02% | 832 | -71 | -9.59% | Q1 2026 | May 14, 2026 |
| Dynamic Financial Group | History | No change | 672 | 210 | 0.17% | 0.19% | 833 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 667 | 209 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 663 | 208 | 0.0% | 0.0% | 835 | -1 | -0.15% | Q1 2026 | May 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 654 | 205 | 0.02% | 0.02% | 836 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 650 | 203 | 0.01% | 0.01% | 838 | -5 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 650 | 203 | 0.03% | 0.03% | 839 | -5 | -0.76% | Q1 2026 | Apr 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 648 | 203 | 0.01% | 0.01% | 837 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Davis Investment Partners, LLC | History | No change | 650 | 203 | 0.07% | 0.07% | 840 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Obermeyer Wealth Partners | History | No change | 641 | 201 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 638 | 200 | 0.0% | 0.0% | 842 | -57 | -8.2% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 615 | 193 | 0.05% | 0.05% | 843 | +8 | 1.32% | Q1 2026 | May 11, 2026 |
| Legend Capital Advisors LLC | History | New | 606 | 190 | 0.12% | — | 845 | +606 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 605 | 190 | 0.0% | 0.0% | 844 | +522 | 628.92% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 599 | 187 | 0.03% | 0.03% | 846 | -30 | -4.77% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 597 | 187 | 0.01% | 0.01% | 847 | -12 | -1.97% | Q1 2026 | May 05, 2026 |
| Financial Life Planners | History | New | 575 | 180 | 0.14% | — | 848 | +575 | New | Q1 2026 | Apr 24, 2026 |
| BankPlus Trust Department | History | No change | 570 | 178 | 0.05% | 0.05% | 849 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 536 | 168 | 0.06% | 0.06% | 850 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 518 | 162 | 0.06% | 0.06% | 851 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 510 | 160 | 0.05% | 0.05% | 852 | -2 | -0.39% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | Added to | 509 | 159 | 0.0% | 0.0% | 853 | +102 | 25.06% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 498 | 156 | 0.02% | 0.02% | 854 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Miller Global Investments, LLC | History | No change | 500 | 156 | 0.14% | 0.15% | 855 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 494 | 155 | 0.02% | 0.02% | 856 | -8 | -1.59% | Q1 2026 | May 01, 2026 |
| MOTCO | History | No change | 475 | 149 | 0.01% | 0.01% | 857 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rice Partnership, LLC | History | No change | 456 | 143 | 0.02% | 0.02% | 858 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Milestone Investment Advisors LLC | History | No change | 457 | 143 | 0.03% | 0.04% | 859 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 450 | 141 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNION SAVINGS BANK | History | No change | 451 | 141 | 0.06% | 0.06% | 861 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 428 | 134 | 0.05% | 0.05% | 863 | -51 | -10.65% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 430 | 134 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | No change | 427 | 133 | 0.01% | 0.01% | 864 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | No change | 426 | 133 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 427 | 133 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 419 | 131 | 0.06% | 0.06% | 867 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 416 | 130 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 413 | 129 | 0.03% | 0.44% | 870 | -5,478 | -92.99% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 413 | 129 | 0.0% | 0.0% | 869 | -86 | -17.23% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | No change | 412 | 129 | 0.06% | 0.07% | 871 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 389 | 125 | 0.01% | 0.01% | 872 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| United Community Bank | History | No change | 387 | 121 | 0.04% | 0.05% | 873 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 385 | 120 | 0.06% | 0.06% | 874 | +25 | 6.94% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 373 | 117 | 0.02% | 0.0% | 875 | +364 | 4044.44% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 372 | 116 | 0.03% | 0.03% | 876 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 361 | 113 | 0.01% | 0.01% | 877 | -5 | -1.37% | Q1 2026 | Apr 24, 2026 |
| Trust Co | History | No change | 344 | 107 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 339 | 106 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 330 | 103 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Crewe Advisors LLC | History | No change | 329 | 103 | 0.01% | 0.01% | 881 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 325 | 102 | 0.03% | 0.03% | 882 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 326 | 102 | 0.04% | 0.04% | 883 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | Reduced | 318 | 99 | 0.0% | 0.01% | 884 | -56 | -14.97% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 318 | 99 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 316 | 99 | 0.02% | 0.02% | 886 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | No change | 311 | 97 | 0.02% | 0.02% | 887 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 303 | 95 | 0.07% | 0.07% | 888 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 301 | 94 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 279 | 87 | 0.0% | 0.0% | 890 | +1 | 0.36% | Q1 2026 | Apr 17, 2026 |
| CNB Bank | History | No change | 268 | 84 | 0.04% | 0.04% | 891 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 259 | 81 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Winthrop Capital Management, LLC | History | No change | 255 | 80 | 0.02% | 0.02% | 893 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 253 | 79 | 0.01% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | No change | 250 | 78 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quarry LP | History | New | 240 | 75 | 0.01% | — | 897 | +240 | New | Q1 2026 | May 15, 2026 |
| Clayton Financial Group LLC | History | No change | 242 | 75 | 0.04% | 0.04% | 896 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 236 | 74 | 0.0% | 0.01% | 898 | -518 | -68.7% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 237 | 74 | 0.0% | — | 899 | +237 | New | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 235 | 73 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 229 | 71 | 0.0% | 0.0% | 901 | +20 | 9.57% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 220 | 69 | 0.01% | 0.01% | 902 | -19 | -7.95% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 216 | 67 | 0.01% | 0.01% | 903 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 213 | 66 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 212 | 66 | 0.01% | 0.01% | 905 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| City State Bank | History | Reduced | 207 | 64 | 0.02% | 0.03% | 906 | -93 | -31.0% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 206 | 64 | 0.03% | 0.04% | 907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 198 | 62 | 0.04% | 0.0% | 910 | +186 | 1550.0% | Q1 2026 | May 07, 2026 |
| Realta Investment Advisors | History | No change | 200 | 62 | 0.02% | 0.02% | 908 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| General Partner, Inc. | History | No change | 200 | 62 | 0.04% | 0.04% | 909 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 194 | 60 | 0.01% | — | 913 | +194 | New | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 192 | 60 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dorato Capital Management | History | No change | 184 | 60 | 0.04% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SHP Wealth Management | History | Added to | 190 | 59 | 0.0% | 0.0% | 914 | +7 | 3.83% | Q1 2026 | May 08, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 186 | 58 | 0.05% | — | 918 | +186 | New | Q1 2026 | Apr 16, 2026 |
| Activest Wealth Management | History | Added to | 185 | 58 | 0.01% | 0.01% | 916 | +5 | 2.78% | Q1 2026 | Apr 15, 2026 |
| CX Institutional | History | No change | 185 | 58 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | No change | 188 | 58 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 182 | 57 | 0.03% | 0.03% | 919 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 184 | 57 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Seneschal Advisors, LLC | History | No change | 183 | 57 | 0.04% | 0.04% | 921 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 178 | 55 | 0.12% | 0.12% | 922 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 174 | 54 | 0.01% | 0.01% | 923 | -2 | -1.14% | Q1 2026 | Apr 30, 2026 |
| Destiny Wealth Partners, LLC | History | New | 170 | 53 | 0.01% | — | 926 | +170 | New | Q1 2026 | May 11, 2026 |
| Covenant Partners, LLC | History | No change | 167 | 53 | 0.02% | 0.02% | 924 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SRH ADVISORS, LLC | History | No change | 169 | 53 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 157 | 49 | 0.02% | 0.03% | 928 | -10 | -5.99% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 154 | 49 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gleason Group, Inc. | History | No change | 156 | 48 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 150 | 48 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 155 | 48 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 150 | 47 | 0.01% | 0.01% | 932 | -115 | -43.4% | Q1 2026 | Apr 17, 2026 |
| Parvin Asset Management, LLC | History | No change | 150 | 47 | 0.03% | 0.04% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 147 | 46 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 146 | 45 | 0.03% | 0.03% | 935 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | No change | 140 | 43 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | Added to | 137 | 42 | 0.0% | 0.0% | 937 | +74 | 117.46% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | No change | 135 | 42 | 0.02% | 0.02% | 938 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 133 | 41 | 0.01% | 0.01% | 941 | -15 | -10.14% | Q1 2026 | May 06, 2026 |
| Perkins Coie Trust Co | History | Reduced | 132 | 41 | 0.01% | 0.01% | 939 | -8 | -5.71% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 133 | 41 | 0.0% | 0.0% | 940 | -2 | -1.48% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 125 | 39 | 0.0% | — | 942 | +125 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 119 | 37 | 0.0% | 0.0% | 943 | -12 | -9.16% | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 115 | 36 | 0.02% | 0.02% | 944 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 113 | 35 | 0.03% | 0.03% | 945 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ESL Trust Services, LLC | History | No change | 111 | 34 | 0.01% | 0.01% | 946 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 110 | 34 | 0.02% | 0.02% | 947 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 106 | 33 | 0.0% | 0.0% | 948 | +16 | 17.78% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 103 | 32 | 0.0% | — | 951 | +103 | New | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | New | 102 | 32 | 0.0% | — | 952 | +102 | New | Q1 2026 | Apr 28, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 91 | 32 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ransom Advisory, Ltd | History | No change | 100 | 32 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 101 | 31 | 0.01% | 0.03% | 954 | -140 | -58.09% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 100 | 31 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | No change | 98 | 30 | 0.02% | 0.02% | 955 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | No change | 93 | 29 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 95 | 29 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EPG Wealth Management LLC | History | No change | 93 | 29 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 90 | 29 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pflug Koory, LLC | History | No change | 90 | 28 | 0.01% | 0.01% | 960 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Trust, LLC | History | No change | 88 | 27 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 86 | 26 | 0.0% | 0.0% | 962 | +43 | 100.0% | Q1 2026 | Apr 13, 2026 |
| Insight Inv LLC | History | No change | 82 | 25 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PFS Partners, LLC | History | No change | 81 | 25 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pandora Wealth, Inc. | History | No change | 80 | 25 | 0.02% | 0.02% | 965 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 79 | 25 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 75 | 24 | 0.02% | 0.02% | 967 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Wellington Grp LLC | History | New | 74 | 23 | 0.01% | — | 969 | +74 | New | Q1 2026 | May 22, 2026 |
| Abound Wealth Management | History | No change | 75 | 23 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 71 | 22 | 0.01% | — | 970 | +71 | New | Q1 2026 | Apr 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 67 | 21 | 0.01% | 0.01% | 971 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 66 | 20 | 0.02% | 0.02% | 973 | +9 | 15.79% | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 64 | 20 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 65 | 20 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 65 | 20 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 66 | 20 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 59 | 18 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| West Branch Capital LLC | History | No change | 60 | 18 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | No change | 59 | 18 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 51 | 16 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 50 | 15 | 0.0% | — | 983 | +50 | New | Q1 2026 | May 08, 2026 |
| Purpose Unlimited Inc. | History | New | 50 | 15 | 0.0% | — | 984 | +50 | New | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 50 | 15 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 15 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 46 | 14 | 0.0% | 0.0% | 985 | -2 | -4.17% | Q1 2026 | May 11, 2026 |
| one8zero8, LLC | History | No change | 45 | 14 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 47 | 14 | 0.01% | 0.01% | 987 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 40 | 13 | 0.0% | 0.01% | 988 | -2,804 | -98.59% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 44 | 13 | 0.01% | 0.01% | 992 | -8 | -15.38% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | No change | 43 | 13 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 42 | 13 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 43 | 13 | 0.01% | 0.01% | 991 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 41 | 12 | 0.0% | 0.0% | 995 | -52 | -55.91% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 41 | 12 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 39 | 12 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 37 | 11 | 0.0% | — | 998 | +37 | New | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 36 | 11 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Longview Financial Advisors LLC | History | No change | 38 | 11 | 0.01% | 0.01% | 997 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 35 | 10 | 0.0% | 0.0% | 1000 | -343 | -90.74% | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 33 | 10 | 0.01% | — | 1005 | +33 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 33 | 10 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glassman Wealth Services | History | No change | 33 | 10 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LRI Investments, LLC | History | No change | 34 | 10 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 35 | 10 | 0.01% | 0.01% | 1003 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 33 | 10 | 0.0% | 0.0% | 1004 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 27 | 9 | 0.01% | 0.01% | 1009 | +1 | 3.85% | Q1 2026 | Apr 29, 2026 |
| Missouri Trust & Investment Co | History | No change | 30 | 9 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 29 | 9 | 0.01% | 0.01% | 1007 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 30 | 9 | 0.0% | 0.01% | 1008 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 26 | 8 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 26 | 8 | 0.0% | 0.01% | 1011 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | New | 25 | 7 | 0.0% | — | 1013 | +25 | New | Q1 2026 | Apr 23, 2026 |
| Richardson Capital Management LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vision Retirement, LLC | History | New | 22 | 6 | 0.0% | — | 1020 | +22 | New | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 20 | 6 | 0.0% | — | 1018 | +20 | New | Q1 2026 | Apr 27, 2026 |
| Breakwater Investment Management | History | New | 20 | 6 | 0.0% | — | 1019 | +20 | New | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 21 | 6 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 16 | 5 | 0.01% | — | 1024 | +16 | New | Q1 2026 | May 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Motiv8 Investments LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 19 | 5 | 0.0% | 0.01% | 1023 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 13 | 4 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CVA Family Office, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GGM Financial LLC | History | New | 12 | 3 | 0.0% | — | 1033 | +12 | New | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PlanVest Financial, Inc | History | New | 9 | 2 | 0.0% | — | 1039 | +9 | New | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 8 | 2 | 0.0% | — | 1038 | +8 | New | Q1 2026 | May 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 9 | 2 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | No change | 8 | 2 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | New | 5 | 1 | 0.0% | — | 1042 | +5 | New | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 4 | 1 | 0.0% | — | 1043 | +4 | New | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1041 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,819 | -100.0% | Q1 2026 | May 15, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -24,820 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Summit Creek Advisors LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -14,242 | -100.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,480 | -100.0% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,254 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -9,472 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DF DENT & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,534 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -6,052 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,051 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,425 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,093 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,674 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,297 | -100.0% | Q1 2026 | Apr 29, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,254 | -100.0% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,156 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,012 | -100.0% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,850 | -100.0% | Q1 2026 | May 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,849 | -100.0% | Q1 2026 | May 14, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,767 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,638 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -1,624 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,537 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bridge City Capital, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,434 | -100.0% | Q1 2026 | May 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,362 | -100.0% | Q1 2026 | Apr 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -1,296 | -100.0% | Q1 2026 | Apr 23, 2026 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,186 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,173 | -100.0% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,170 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,162 | -100.0% | Q1 2026 | May 20, 2026 |
| Granahan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Leisure Capital Management | History | Closed out | 0 | 0 | — | 0.12% | — | -1,111 | -100.0% | Q1 2026 | May 08, 2026 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,049 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Marble Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,016 | -100.0% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -939 | -100.0% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -849 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -811 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -781 | -100.0% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -773 | -100.0% | Q1 2026 | May 06, 2026 |
| First Light Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -760 | -100.0% | Q1 2026 | May 15, 2026 |
| Rothschild Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -735 | -100.0% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -680 | -100.0% | Q1 2026 | May 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -676 | -100.0% | Q1 2026 | Apr 29, 2026 |
| River Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -646 | -100.0% | Q1 2026 | May 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -635 | -100.0% | Q1 2026 | May 04, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -630 | -100.0% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -629 | -100.0% | Q1 2026 | May 04, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -627 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -617 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -519 | -100.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -503 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -403 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -214 | -100.0% | Q1 2026 | May 15, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -170 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -103 | -100.0% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82 | -100.0% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 3 | 0 | — | 0.01% | — | -65 | -95.59% | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 06, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -51 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 01, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -36 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 12, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 19, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |