iSHARES TRUST - IWV
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCS Capital Management LLC | History | Reduced | 1,865,658 | 691,562 | 7.33% | 7.68% | 1 | -9,142 | -0.49% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,799,933 | 667,199 | 0.01% | 0.01% | 2 | +349,804 | 24.12% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,701,803 | 630,824 | 0.07% | 0.07% | 3 | +172,629 | 11.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,317,743 | 488,461 | 0.03% | 0.03% | 4 | +32,921 | 2.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 998,905 | 370,274 | 0.05% | 0.05% | 5 | -20,828 | -2.04% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 923,534 | 342,335 | 0.03% | 0.02% | 6 | +94,283 | 11.37% | Q1 2026 | May 15, 2026 |
| American Family Investments, Inc. | History | Added to | 843,738 | 312,756 | 8.22% | 3.78% | 7 | +571,898 | 210.38% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 507,490 | 196,323 | 18.07% | 17.81% | 8 | -4,279 | -0.84% | Q1 2026 | May 13, 2026 |
| UNC Management Company, Inc. | History | Added to | 527,834 | 195,658 | 11.94% | 18.44% | 9 | +1,066 | 0.2% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 475,713 | 171,223 | 0.01% | 0.01% | 10 | +1,664 | 0.35% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 457,350 | 169,530 | 0.05% | 0.05% | 11 | -42,872 | -8.57% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 398,978 | 148,047 | 0.03% | 0.04% | 12 | -24,555 | -5.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 387,948 | 143,804 | 0.01% | 0.01% | 13 | -6,343 | -1.61% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 360,403 | 133,594 | 0.15% | 0.16% | 14 | -3,991 | -1.1% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 340,805 | 126,330 | 7.19% | 7.55% | 15 | -5,100 | -1.47% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 338,628 | 125,522 | 0.02% | 0.02% | 16 | -12,428 | -3.54% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 335,776 | 124,465 | 0.07% | 0.07% | 17 | -10,286 | -2.97% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 318,216 | 117,957 | 0.13% | 0.13% | 18 | +5,576 | 1.78% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 296,201 | 109,795 | 0.02% | 0.02% | 19 | -85,880 | -22.48% | Q1 2026 | May 05, 2026 |
| TLWM | History | Added to | 294,238 | 109,067 | 19.65% | 19.91% | 20 | +13,048 | 4.64% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | New | 288,620 | 106,985 | 0.33% | — | 21 | +288,620 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 275,736 | 102,209 | 0.15% | 0.16% | 22 | +3,361 | 1.23% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 274,951 | 101,919 | 0.31% | 0.32% | 23 | -785 | -0.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 252,360 | 93,544 | 0.02% | 0.02% | 24 | -43,077 | -14.58% | Q1 2026 | May 11, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 242,928 | 90,049 | 8.95% | 9.3% | 25 | -1,113 | -0.46% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 226,096 | 82,957 | 0.12% | 0.11% | 26 | +3,280 | 1.47% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Added to | 222,495 | 82,474 | 16.24% | 13.12% | 27 | +21,000 | 10.42% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 194,240 | 72,000 | 0.21% | 0.21% | 28 | -4,431 | -2.23% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 174,759 | 64,779 | 0.3% | 0.2% | 29 | +28 | 0.02% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Reduced | 173,146 | 64,181 | 2.47% | 2.69% | 30 | -4,211 | -2.37% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 170,528 | 63,211 | 1.47% | 1.48% | 31 | +13,647 | 8.7% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 164,161 | 60,851 | 0.76% | 0.76% | 32 | +7,105 | 4.52% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 163,610 | 60,643 | 0.11% | 0.18% | 33 | -87,368 | -34.81% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 160,437 | 59,470 | 0.1% | 0.09% | 34 | +613 | 0.38% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 159,700 | 59,197 | 0.1% | 0.09% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVIS R M INC | History | No change | 159,675 | 59,188 | 1.05% | 1.06% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 156,157 | 57,884 | 0.02% | 0.02% | 37 | +15,544 | 11.05% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 153,920 | 57,055 | 0.2% | — | 39 | +153,920 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 153,920 | 57,055 | 1.96% | 2.1% | 38 | -3,459 | -2.2% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 149,844 | 55,544 | 0.41% | 0.48% | 40 | -2,303 | -1.51% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 149,242 | 55,321 | 0.06% | 0.07% | 41 | -4,744 | -3.08% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 146,638 | 54,355 | 0.1% | 0.08% | 42 | +79,570 | 118.64% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 145,398 | 53,896 | 0.26% | 0.31% | 43 | +529 | 0.37% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 144,141 | 53,430 | 0.01% | 0.01% | 44 | +9,103 | 6.74% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 143,682 | 53,259 | 2.85% | 4.17% | 45 | -9,795 | -6.38% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 141,446 | 52,431 | 0.28% | 0.47% | 46 | -32,745 | -18.8% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 138,977 | 51,515 | 0.72% | 0.72% | 47 | +7,282 | 5.53% | Q1 2026 | May 14, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 137,902 | 51,117 | 9.25% | 10.07% | 48 | +1,221 | 0.89% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 130,652 | 48,429 | 0.99% | 1.01% | 49 | +1,938 | 1.51% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 127,395 | 47,223 | 0.2% | 0.19% | 50 | +9,794 | 8.33% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 124,611 | 46,190 | 0.07% | 0.01% | 51 | +99,585 | 397.93% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | No change | 124,042 | 45,979 | 17.34% | 17.92% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 122,656 | 45,465 | 0.02% | 0.02% | 53 | +19,002 | 18.33% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 120,726 | 44,750 | 1.09% | 1.02% | 54 | -4,526 | -3.61% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 114,847 | 42,571 | 0.07% | 0.09% | 55 | -29,865 | -20.64% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 115,291 | 41,699 | 0.02% | 0.02% | 56 | +11,778 | 11.38% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 112,105 | 41,555 | 14.23% | 15.14% | 57 | +14,432 | 14.78% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 110,168 | 40,837 | 0.06% | 0.05% | 58 | +11,149 | 11.26% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 106,552 | 39,496 | 0.94% | 0.95% | 59 | -3,800 | -3.44% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 103,739 | 38,454 | 0.35% | 0.5% | 60 | +1,762 | 1.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 98,969 | 36,699 | 0.05% | 0.06% | 61 | +293 | 0.3% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 95,511 | 35,404 | 0.01% | 0.01% | 62 | -17,836 | -15.74% | Q1 2026 | May 04, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 93,323 | 34,592 | 2.87% | 2.65% | 63 | +18,579 | 24.86% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 91,778 | 34,008 | 0.04% | 0.05% | 64 | -6,689 | -6.79% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 86,282 | 33,378 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Added to | 86,831 | 32,186 | 13.44% | 9.38% | 66 | +38,990 | 81.5% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 81,209 | 30,102 | 0.01% | 0.01% | 67 | -7,307 | -8.26% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 80,307 | 29,768 | 0.19% | 0.2% | 68 | +377 | 0.47% | Q1 2026 | Apr 27, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 80,093 | 29,689 | 1.16% | 1.26% | 69 | -2,309 | -2.8% | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 80,025 | 29,664 | 0.45% | 0.47% | 70 | -2,360 | -2.86% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 79,401 | 29,432 | 3.12% | 3.55% | 71 | -3,292 | -3.98% | Q1 2026 | Apr 20, 2026 |
| Brooklyn FI, LLC | History | Added to | 77,859 | 28,860 | 6.06% | 5.62% | 72 | +9,925 | 14.61% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 75,383 | 27,943 | 0.05% | 0.05% | 73 | -1,421 | -1.85% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 74,289 | 27,537 | 0.13% | 0.15% | 74 | +5,990 | 8.77% | Q1 2026 | May 04, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 72,135 | 26,739 | 5.15% | 5.51% | 75 | -1,884 | -2.55% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 71,164 | 26,379 | 1.36% | 1.37% | 76 | +3,902 | 5.8% | Q1 2026 | Apr 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 70,889 | 26,277 | 0.57% | 0.58% | 77 | -996 | -1.39% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | Reduced | 70,747 | 26,224 | 12.28% | 12.73% | 78 | -1,091 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 70,321 | 26,066 | 3.21% | 3.18% | 79 | -774 | -1.09% | Q1 2026 | May 05, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 67,551 | 25,039 | 11.7% | 11.34% | 80 | +4,687 | 7.46% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 64,613 | 23,951 | 0.03% | 0.04% | 81 | -15,020 | -18.86% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 62,356 | 23,114 | 0.09% | — | 82 | +62,356 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 61,046 | 22,628 | 0.0% | 0.01% | 83 | -57,352 | -48.44% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 59,173 | 21,934 | 0.89% | 0.94% | 84 | +1,062 | 1.83% | Q1 2026 | May 13, 2026 |
| Stairway Partners, LLC | History | No change | 58,578 | 21,713 | 1.12% | 1.17% | 85 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 58,155 | 21,556 | 0.17% | 0.18% | 86 | +217 | 0.37% | Q1 2026 | May 01, 2026 |
| Truepoint, Inc. | History | Reduced | 58,119 | 21,543 | 0.48% | 0.51% | 87 | -438 | -0.75% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,852 | 21,444 | 0.0% | 0.0% | 88 | +35,494 | 158.75% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 56,356 | 20,890 | 1.72% | 1.82% | 89 | -114 | -0.2% | Q1 2026 | May 06, 2026 |
| Strategic Equity Management | History | Added to | 56,171 | 20,821 | 7.83% | 7.35% | 90 | +162 | 0.29% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 54,197 | 20,089 | 0.28% | 0.29% | 91 | -2,143 | -3.8% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 53,723 | 19,914 | 1.21% | 1.29% | 92 | -524 | -0.97% | Q1 2026 | May 04, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 50,376 | 19,487 | 2.58% | 2.58% | 93 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,108 | 19,315 | 0.03% | 0.03% | 94 | +840 | 1.64% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 50,701 | 18,793 | 8.47% | 8.81% | 95 | -889 | -1.72% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,691 | 18,419 | 0.35% | 0.36% | 96 | -104 | -0.21% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 46,957 | 17,406 | 0.01% | 0.01% | 97 | +2,278 | 5.1% | Q1 2026 | May 11, 2026 |
| NEPC LLC | History | Added to | 46,031 | 17,062 | 0.34% | 0.38% | 98 | +70 | 0.15% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 45,574 | 16,893 | 0.01% | 0.01% | 99 | -327 | -0.71% | Q1 2026 | May 07, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 44,775 | 16,597 | 15.18% | 15.24% | 100 | -346 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 44,596 | 16,530 | 0.01% | 0.01% | 101 | +2,904 | 6.97% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 43,843 | 16,251 | 0.65% | 0.69% | 102 | -2,942 | -6.29% | Q1 2026 | Apr 24, 2026 |
| Embree Financial Group | History | Added to | 42,767 | 15,852 | 1.87% | 1.93% | 103 | +2,055 | 5.05% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 42,590 | 15,787 | 0.04% | 0.04% | 104 | +811 | 1.94% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 42,543 | 15,769 | 0.27% | 0.27% | 105 | +28 | 0.07% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 42,519 | 15,760 | 0.48% | 0.54% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 41,931 | 15,543 | 1.14% | 1.37% | 107 | -7,055 | -14.4% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,907 | 15,530 | 0.1% | 0.1% | 108 | -1,518 | -3.5% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 41,387 | 15,341 | 0.12% | 0.15% | 109 | -7,487 | -15.32% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 41,229 | 15,282 | 0.64% | 0.71% | 110 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,214 | 15,277 | 0.06% | 0.06% | 111 | +1,016 | 2.53% | Q1 2026 | Apr 30, 2026 |
| MONEYWISE, INC. | History | Added to | 40,287 | 14,933 | 6.52% | 6.36% | 112 | +753 | 1.9% | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Added to | 40,027 | 14,837 | 0.32% | 0.33% | 113 | +115 | 0.29% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 37,982 | 14,259 | 0.29% | 0.4% | 114 | -11,225 | -22.81% | Q1 2026 | Apr 28, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 38,175 | 14,150 | 5.75% | 5.75% | 115 | -140 | -0.37% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,377 | 13,854 | 0.02% | 0.03% | 116 | +2,070 | 5.86% | Q1 2026 | May 15, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 36,841 | 13,656 | 3.21% | 3.43% | 117 | -1,483 | -3.87% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,929 | 13,429 | 0.03% | 0.02% | 118 | -6,288 | -14.89% | Q1 2026 | Apr 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 36,119 | 13,389 | 1.7% | 1.83% | 119 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allen Investment Management, LLC | History | No change | 35,131 | 13,022 | 0.16% | 0.15% | 120 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 35,098 | 13,010 | 1.26% | 1.42% | 121 | -1,737 | -4.72% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 32,369 | 12,521 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 32,643 | 12,255 | 0.14% | 0.09% | 123 | +11,200 | 52.23% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 32,359 | 11,994 | 0.67% | 0.72% | 124 | -887 | -2.67% | Q1 2026 | Apr 20, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 31,204 | 11,566 | 1.05% | 1.2% | 125 | -3,303 | -9.57% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 29,938 | 11,097 | 0.15% | 0.16% | 126 | -853 | -2.77% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,907 | 11,086 | 0.42% | 0.43% | 127 | +60 | 0.2% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 28,152 | 10,890 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| jvl associates llc | History | No change | 29,127 | 10,796 | 3.62% | 3.67% | 129 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 28,831 | 10,686 | 0.01% | 0.01% | 130 | -2,129 | -6.88% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 28,806 | 10,677 | 0.02% | 0.02% | 131 | +2,740 | 10.51% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Added to | 3,945 | 10,644 | 0.17% | 0.18% | 132 | +127 | 3.33% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Added to | 28,673 | 10,628 | 0.85% | 0.82% | 133 | +2,943 | 11.44% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,457 | 10,548 | 0.03% | 0.03% | 134 | +3,477 | 13.92% | Q1 2026 | Apr 30, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 28,077 | 10,480 | 8.47% | 8.81% | 135 | +1,104 | 4.09% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,481 | 10,244 | 0.0% | 0.0% | 136 | -18 | -0.07% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,568 | 10,218 | 0.0% | 0.0% | 137 | +20,837 | 309.57% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 26,821 | 9,942 | 0.04% | 0.04% | 138 | +1,155 | 4.5% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 24,806 | 9,596 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 25,200 | 9,341 | 2.62% | 2.97% | 140 | -6,500 | -20.5% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 24,965 | 9,172 | 0.01% | — | 142 | +24,965 | New | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 24,744 | 9,172 | 0.53% | 0.56% | 141 | +48 | 0.19% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 24,122 | 8,941 | 0.56% | — | 143 | +24,122 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,475 | 8,701 | 0.03% | 0.03% | 144 | -992 | -4.05% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 22,315 | 8,632 | 2.35% | 2.35% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 22,880 | 8,481 | 0.57% | 0.58% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 22,549 | 8,358 | 0.1% | 0.21% | 147 | -25,370 | -52.94% | Q1 2026 | Apr 16, 2026 |
| LCNB CORP | History | Added to | 22,498 | 8,339 | 2.8% | 2.76% | 148 | +1,200 | 5.63% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,490 | 8,336 | 0.11% | 0.13% | 149 | -1,952 | -7.99% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 20,496 | 8,287 | 0.12% | 0.2% | 150 | -6,046 | -22.78% | Q1 2026 | Apr 20, 2026 |
| Circle Wealth Management, LLC | History | No change | 22,161 | 8,214 | 0.12% | 0.13% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 21,771 | 8,069 | 0.94% | 0.97% | 152 | -104 | -0.48% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 21,755 | 8,064 | 0.1% | 0.1% | 153 | -1,262 | -5.48% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 21,412 | 7,937 | 0.19% | 0.2% | 154 | -93 | -0.43% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,355 | 7,915 | 0.01% | 0.01% | 155 | +930 | 4.55% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 21,171 | 7,847 | 2.28% | 2.13% | 156 | +2,781 | 15.12% | Q1 2026 | May 14, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 20,850 | 7,728 | 4.07% | 4.08% | 157 | +61 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Mueller Wealth, LLC | History | Added to | 20,244 | 7,504 | 5.98% | 6.25% | 158 | +708 | 3.62% | Q1 2026 | May 01, 2026 |
| ASPIRIANT, LLC | History | Reduced | 19,857 | 7,360 | 0.21% | 0.27% | 159 | -4,658 | -19.0% | Q1 2026 | May 12, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 19,520 | 7,235 | 2.6% | 1.6% | 160 | +8,026 | 69.83% | Q1 2026 | May 06, 2026 |
| Legacy Trust | History | Reduced | 18,848 | 6,986 | 1.34% | 1.42% | 161 | -816 | -4.15% | Q1 2026 | Apr 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 18,596 | 6,893 | 3.03% | 4.1% | 162 | -4,749 | -20.34% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | No change | 18,515 | 6,863 | 0.37% | 0.41% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 18,457 | 6,841 | 2.08% | 1.5% | 164 | +5,791 | 45.72% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,863 | 6,829 | 0.15% | 0.14% | 165 | +1,933 | 12.95% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 18,414 | 6,708 | 0.21% | 0.21% | 166 | -222 | -1.19% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 17,861 | 6,620 | 1.28% | 1.34% | 167 | -75 | -0.42% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,730 | 6,572 | 2.11% | 1.9% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | Added to | 17,423 | 6,458 | 2.18% | 1.26% | 169 | +5,168 | 42.17% | Q1 2026 | May 01, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 17,370 | 6,438 | 1.53% | 1.63% | 170 | -344 | -1.94% | Q1 2026 | Apr 30, 2026 |
| WHI TRUST Co LLC | History | Reduced | 17,078 | 6,330 | 4.77% | 5.26% | 171 | -567 | -3.21% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 16,955 | 6,284 | 0.16% | 0.18% | 172 | -801 | -4.51% | Q1 2026 | Apr 07, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 16,822 | 6,235 | 0.51% | 0.54% | 173 | +297 | 1.8% | Q1 2026 | Apr 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 16,691 | 6,187 | 0.42% | 0.45% | 174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| XPONANCE LLC | History | Added to | 16,599 | 6,152 | 0.04% | 0.02% | 175 | +11,418 | 220.38% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 16,487 | 6,111 | 0.79% | 0.81% | 176 | -96 | -0.58% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,103 | 5,969 | 0.03% | 0.03% | 177 | -1,018 | -5.95% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,913 | 5,898 | 0.03% | 0.03% | 178 | -115 | -0.72% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 15,688 | 5,815 | 0.12% | 0.12% | 179 | -180 | -1.13% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 15,454 | 5,728 | 0.28% | 0.33% | 180 | -2,349 | -13.19% | Q1 2026 | Apr 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 15,435 | 5,721 | 0.08% | 0.09% | 181 | +1,695 | 12.34% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | No change | 15,294 | 5,669 | 1.25% | 1.31% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,606 | 5,650 | 0.44% | 0.44% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 15,060 | 5,582 | 1.31% | 1.35% | 184 | +338 | 2.3% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Reduced | 14,973 | 5,550 | 0.1% | 0.1% | 185 | -205 | -1.35% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 14,928 | 5,533 | 0.22% | 0.22% | 186 | +28 | 0.19% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,690 | 5,445 | 0.03% | 0.03% | 187 | +130 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 14,599 | 5,411 | 0.63% | 0.76% | 188 | -2,444 | -14.34% | Q1 2026 | May 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,597 | 5,410 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,584 | 5,405 | 0.01% | 0.02% | 190 | -4,279 | -22.68% | Q1 2026 | May 04, 2026 |
| Financial Council, LLC | History | Reduced | 14,505 | 5,376 | 2.07% | 2.26% | 191 | -155 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,031 | 5,201 | 0.19% | 0.19% | 193 | +487 | 3.6% | Q1 2026 | Apr 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 14,031 | 5,201 | 0.04% | 0.04% | 192 | -10 | -0.07% | Q1 2026 | May 15, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 13,775 | 5,106 | 4.41% | 4.65% | 194 | -496 | -3.48% | Q1 2026 | Apr 30, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 13,398 | 4,966 | 1.3% | 1.35% | 195 | -4 | -0.03% | Q1 2026 | Apr 10, 2026 |
| Greenline Partners, LLC | History | No change | 13,244 | 4,909 | 0.53% | 0.59% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 13,210 | 4,896 | 0.08% | — | 197 | +13,210 | New | Q1 2026 | May 04, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 12,897 | 4,780 | 1.26% | 1.26% | 198 | +178 | 1.4% | Q1 2026 | May 08, 2026 |
| Blue Fin Capital, Inc. | History | No change | 12,174 | 4,709 | 0.73% | 0.73% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 12,672 | 4,697 | 0.23% | 0.24% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 12,531 | 4,645 | 0.04% | 0.12% | 201 | -25,541 | -67.09% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,337 | 4,573 | 0.05% | 0.06% | 202 | +38 | 0.31% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,300 | 4,559 | 0.0% | 0.0% | 203 | +3,968 | 47.62% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 12,147 | 4,502 | 0.21% | 0.19% | 204 | +742 | 6.51% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,860 | 4,396 | 0.12% | 0.16% | 206 | -721 | -5.73% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,369 | 4,396 | 0.03% | 0.03% | 205 | +668 | 6.24% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 11,854 | 4,394 | 0.3% | 0.32% | 207 | -321 | -2.64% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 11,760 | 4,359 | 0.02% | 0.02% | 208 | +591 | 5.29% | Q1 2026 | May 15, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 11,282 | 4,182 | 1.74% | 1.75% | 209 | +524 | 4.87% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,253 | 4,171 | 0.48% | 0.5% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 11,249 | 4,169 | 0.73% | 0.65% | 211 | -576 | -4.87% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,743 | 3,982 | 0.31% | 0.32% | 212 | -130 | -1.2% | Q1 2026 | Apr 08, 2026 |
| Single Point Partners, LLC | History | Added to | 10,689 | 3,962 | 0.79% | 0.82% | 213 | +6 | 0.06% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,148 | 3,925 | 0.19% | 0.18% | 214 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 10,320 | 3,825 | 1.17% | 1.2% | 215 | -99 | -0.95% | Q1 2026 | May 18, 2026 |
| CERTUITY, LLC | History | Added to | 10,279 | 3,810 | 0.25% | 0.25% | 216 | +16 | 0.16% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 10,237 | 3,794 | 0.36% | 0.41% | 217 | -717 | -6.55% | Q1 2026 | Apr 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 10,154 | 3,763 | 2.23% | 2.34% | 218 | +3,677 | 56.77% | Q1 2026 | Apr 16, 2026 |
| Mosaic Advisors LLC | History | Added to | 9,249 | 3,757 | 5.62% | 5.64% | 219 | +1,646 | 21.65% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,983 | 3,700 | 0.04% | 0.04% | 220 | +63 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 9,644 | 3,574 | 0.12% | 0.13% | 221 | -78 | -0.8% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 9,608 | 3,561 | 0.09% | 0.1% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Reduced | 9,549 | 3,539 | 0.12% | 0.14% | 223 | -501 | -4.99% | Q1 2026 | May 06, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,066 | 3,507 | 0.51% | 0.51% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 9,405 | 3,486 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,368 | 3,472 | 0.02% | 0.04% | 226 | -11,657 | -55.44% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 9,363 | 3,470 | 0.23% | 0.25% | 228 | -489 | -4.96% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,363 | 3,470 | 0.37% | 0.38% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,136 | 3,386 | 0.04% | 0.42% | 229 | -85,710 | -90.37% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,026 | 3,345 | 0.36% | 0.38% | 230 | +3 | 0.03% | Q1 2026 | May 12, 2026 |
| Family Office Research LLC | History | Reduced | 9,015 | 3,341 | 1.45% | 1.44% | 231 | -27 | -0.3% | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 8,897 | 3,297 | 1.2% | 1.26% | 232 | -209 | -2.3% | Q1 2026 | May 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 8,775 | 3,252 | 1.15% | 1.23% | 233 | +7 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,667 | 3,212 | 0.03% | 0.02% | 234 | +4,439 | 104.99% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 8,637 | 3,201 | 0.11% | 0.12% | 235 | -612 | -6.62% | Q1 2026 | Apr 06, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 8,434 | 3,126 | 0.31% | 0.32% | 236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 8,290 | 3,072 | 0.43% | 0.44% | 237 | -216 | -2.54% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 8,103 | 3,003 | 0.18% | 0.2% | 238 | -271 | -3.24% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 8,094 | 3,000 | 0.74% | 0.73% | 239 | +9 | 0.11% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 7,990 | 2,961 | 1.43% | 1.61% | 240 | -200 | -2.44% | Q1 2026 | May 15, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 7,986 | 2,960 | 1.58% | 1.61% | 241 | +20 | 0.25% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,935 | 2,941 | 0.04% | 0.03% | 242 | +48 | 0.61% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,581 | 2,932 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 7,684 | 2,848 | 0.08% | 0.06% | 244 | +2,085 | 37.24% | Q1 2026 | May 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 7,556 | 2,800 | 0.36% | 0.37% | 245 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 7,488 | 2,775 | 0.01% | 0.01% | 246 | +215 | 2.96% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,440 | 2,757 | 0.0% | 0.0% | 247 | +460 | 6.59% | Q1 2026 | May 13, 2026 |
| Meridian Financial Partners LLC | History | Added to | 7,302 | 2,742 | 1.04% | 0.96% | 248 | +1,108 | 17.89% | Q1 2026 | Apr 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 7,359 | 2,727 | 0.05% | 0.05% | 249 | +583 | 8.6% | Q1 2026 | Apr 15, 2026 |
| Renasant Bank | History | No change | 7,326 | 2,715 | 1.92% | 1.92% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,289 | 2,701 | 0.04% | 0.04% | 251 | -67 | -0.91% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,269 | 2,694 | 0.02% | 0.02% | 252 | +595 | 8.92% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,260 | 2,691 | 0.01% | 0.01% | 253 | -206 | -2.76% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 7,234 | 2,681 | 0.07% | 0.08% | 254 | -33 | -0.45% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Reduced | 6,829 | 2,631 | 0.08% | 0.12% | 255 | -2,026 | -22.88% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Reduced | 7,041 | 2,609 | 0.33% | 0.37% | 256 | -815 | -10.37% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,034 | 2,607 | 0.11% | 0.06% | 257 | +2,486 | 54.66% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,009 | 2,598 | 0.02% | 0.05% | 258 | -11,515 | -62.16% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,887 | 2,552 | 0.49% | 0.55% | 259 | -99 | -1.42% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Reduced | 6,707 | 2,503 | 0.4% | 0.47% | 260 | -283 | -4.05% | Q1 2026 | Apr 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,690 | 2,479 | 0.24% | 0.25% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,629 | 2,456 | 0.04% | 0.04% | 262 | +385 | 6.17% | Q1 2026 | May 11, 2026 |
| Avant Financial Advisors LLC | History | Added to | 6,482 | 2,402 | 1.69% | 1.62% | 263 | +644 | 11.03% | Q1 2026 | Apr 23, 2026 |
| American State Bank (Iowa) | History | No change | 6,471 | 2,398 | 1.15% | 1.2% | 264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6,380 | 2,364 | 1.12% | 1.25% | 265 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 6,357 | 2,356 | 0.87% | 0.96% | 266 | -367 | -5.46% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,330 | 2,346 | 0.04% | 0.1% | 268 | -8,871 | -58.36% | Q1 2026 | Apr 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 6,331 | 2,346 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,299 | 2,334 | 0.08% | 0.09% | 269 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,264 | 2,322 | 0.03% | 0.03% | 270 | +35 | 0.56% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,252 | 2,317 | 0.14% | 0.06% | 271 | -63,617 | -91.05% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 6,217 | 2,304 | 0.11% | 0.11% | 272 | -3 | -0.05% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 6,190 | 2,294 | 0.12% | 0.22% | 273 | -7 | -0.11% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,174 | 2,288 | 0.13% | 0.12% | 274 | +267 | 4.52% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,081 | 2,254 | 0.01% | 0.01% | 275 | -2,667 | -30.49% | Q1 2026 | Apr 22, 2026 |
| Portland Global Advisors LLC | History | No change | 6,067 | 2,248 | 0.24% | 0.25% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,978 | 2,215 | 0.0% | 0.02% | 277 | -23,723 | -79.87% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 5,948 | 2,204 | 0.01% | 0.01% | 278 | -2,976 | -33.35% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,867 | 2,174 | 0.49% | 0.54% | 279 | -4 | -0.07% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,804 | 2,151 | 0.02% | 0.02% | 280 | +85 | 1.49% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 5,719 | 2,137 | 0.46% | 0.46% | 281 | +249 | 4.55% | Q1 2026 | Apr 08, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 5,746 | 2,130 | 1.09% | 1.18% | 282 | -13 | -0.23% | Q1 2026 | Apr 21, 2026 |
| Nvest Financial, LLC | History | Added to | 5,718 | 2,119 | 0.79% | 0.92% | 283 | +12 | 0.21% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 5,667 | 2,100 | 0.01% | 0.01% | 284 | -615 | -9.79% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,664 | 2,099 | 0.12% | 0.13% | 285 | -140 | -2.41% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,552 | 2,057 | 0.07% | 0.07% | 286 | +568 | 11.4% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | No change | 5,539 | 2,053 | 0.39% | 0.43% | 287 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,500 | 2,038 | 0.22% | 0.24% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 5,487 | 2,034 | 0.12% | 0.12% | 289 | +394 | 7.74% | Q1 2026 | May 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 5,483 | 2,032 | 1.34% | 1.41% | 291 | -12 | -0.22% | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | No change | 5,484 | 2,032 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,232 | 2,024 | 0.17% | 0.17% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,457 | 2,022 | 0.04% | 0.03% | 293 | +1,231 | 29.13% | Q1 2026 | Apr 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 5,453 | 2,021 | 0.26% | 0.26% | 294 | -26 | -0.47% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | No change | 5,430 | 2,012 | 0.18% | 0.19% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,410 | 2,005 | 0.07% | 0.49% | 296 | -32,926 | -85.89% | Q1 2026 | May 07, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,211 | 1,931 | 0.59% | 0.69% | 297 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Probability Advisors, LLC | History | No change | 5,180 | 1,920 | 0.25% | 0.27% | 298 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 5,149 | 1,908 | 0.19% | 0.2% | 299 | -37 | -0.71% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,004 | 1,853 | 0.02% | 0.05% | 300 | -6,289 | -55.69% | Q1 2026 | May 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 4,996 | 1,851 | 0.36% | 0.37% | 301 | -55 | -1.09% | Q1 2026 | Apr 23, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 4,941 | 1,831 | 0.08% | 0.08% | 302 | +191 | 4.02% | Q1 2026 | May 11, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 4,888 | 1,811 | 1.19% | 1.37% | 303 | -3,775 | -43.58% | Q1 2026 | May 06, 2026 |
| Ledyard National Bank | History | Reduced | 4,823 | 1,787 | 0.15% | 0.16% | 304 | -88 | -1.79% | Q1 2026 | Apr 24, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,818 | 1,786 | 0.11% | 0.11% | 305 | -29 | -0.6% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,820 | 1,786 | 0.11% | 0.12% | 306 | +7 | 0.15% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,763 | 1,765 | 0.03% | 0.03% | 307 | -343 | -6.72% | Q1 2026 | Apr 10, 2026 |
| Dakota Wealth Management | History | Reduced | 4,697 | 1,741 | 0.04% | 0.03% | 308 | -267 | -5.38% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,695 | 1,740 | 0.01% | 0.01% | 309 | +78 | 1.69% | Q1 2026 | May 05, 2026 |
| Timonier Family Office, LTD. | History | No change | 4,468 | 1,728 | 0.55% | 0.55% | 310 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cohen Capital Management, Inc. | History | No change | 4,637 | 1,719 | 0.27% | 0.27% | 311 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Garde Capital, Inc. | History | Reduced | 4,628 | 1,715 | 0.1% | 0.13% | 312 | -874 | -15.89% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,509 | 1,671 | 0.04% | 0.04% | 313 | -331 | -6.84% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | No change | 4,508 | 1,671 | 0.07% | 0.07% | 314 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 4,508 | 1,671 | 0.78% | 0.74% | 315 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,385 | 1,636 | 0.03% | 0.02% | 316 | +2,091 | 91.15% | Q1 2026 | May 14, 2026 |
| Bakala Capital LLC | History | Reduced | 4,405 | 1,632 | 7.85% | 9.45% | 318 | -760 | -14.71% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | No change | 4,405 | 1,632 | 0.07% | 0.06% | 317 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | No change | 4,348 | 1,611 | 0.17% | 0.19% | 319 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 4,327 | 1,604 | 0.38% | 0.42% | 320 | -75 | -1.7% | Q1 2026 | May 06, 2026 |
| KilterHowling LLC | History | Added to | 4,314 | 1,599 | 0.81% | 0.84% | 321 | +8 | 0.19% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,310 | 1,597 | 0.0% | 0.49% | 322 | -1,567,811 | -99.73% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 4,249 | 1,575 | 0.21% | 0.21% | 323 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | No change | 4,232 | 1,568 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,230 | 1,567 | 0.01% | 0.01% | 325 | +831 | 24.45% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,190 | 1,553 | 0.01% | 0.01% | 326 | -345 | -7.61% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,150 | 1,538 | 0.14% | — | 327 | +4,150 | New | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,142 | 1,535 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 4,123 | 1,528 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,860 | 1,493 | 0.13% | 0.13% | 330 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 3,856 | 1,491 | 0.17% | 0.17% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 3,838 | 1,484 | 0.1% | 0.1% | 332 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NICOLET BANKSHARES INC | History | New | 3,984 | 1,476 | 0.05% | — | 333 | +3,984 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,957 | 1,466 | 0.01% | 0.01% | 334 | -8 | -0.2% | Q1 2026 | May 08, 2026 |
| Well Done, LLC | History | No change | 3,946 | 1,462 | 0.21% | 0.23% | 335 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 3,917 | 1,451 | 0.39% | 0.42% | 336 | +5 | 0.13% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | No change | 3,876 | 1,446 | 0.04% | 0.04% | 337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 3,854 | 1,428 | 0.05% | 0.05% | 338 | +138 | 3.71% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,831 | 1,420 | 0.01% | 0.0% | 339 | +3,440 | 879.8% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,775 | 1,399 | 0.04% | 0.05% | 340 | +64 | 1.72% | Q1 2026 | May 04, 2026 |
| Firestone Capital Management | History | Added to | 3,729 | 1,382 | 0.29% | 0.31% | 341 | +3 | 0.08% | Q1 2026 | May 08, 2026 |
| Sensible Money, LLC | History | No change | 3,729 | 1,382 | 0.42% | 0.46% | 342 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 3,719 | 1,378 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 3,714 | 1,376 | 0.31% | 0.29% | 344 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,694 | 1,369 | 0.02% | 0.02% | 345 | +463 | 14.33% | Q1 2026 | May 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 3,690 | 1,367 | 0.14% | 0.15% | 346 | -132 | -3.45% | Q1 2026 | May 05, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 3,687 | 1,366 | 0.36% | 0.37% | 347 | -3 | -0.08% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,345 | 1,364 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SilverOak Wealth Management LLC | History | No change | 3,666 | 1,358 | 0.21% | 0.22% | 349 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 3,651 | 1,353 | 0.16% | 0.2% | 350 | -506 | -12.17% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 3,482 | 1,347 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossmore Private Capital | History | Added to | 3,569 | 1,322 | 0.12% | 0.11% | 352 | +370 | 11.57% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 3,566 | 1,321 | 0.01% | 0.01% | 353 | -1,557 | -30.39% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,547 | 1,314 | 0.41% | 0.4% | 354 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,500 | 1,306 | 0.01% | 0.01% | 355 | +110 | 3.24% | Q1 2026 | Apr 07, 2026 |
| Stokes Family Office, LLC | History | No change | 3,500 | 1,297 | 0.13% | 0.12% | 356 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 3,498 | 1,296 | 0.1% | 0.11% | 357 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,433 | 1,272 | 0.12% | 0.12% | 358 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 3,411 | 1,264 | 0.25% | 0.25% | 359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atala Financial Inc | History | Added to | 3,383 | 1,263 | 0.85% | 0.82% | 360 | +64 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Grove Bank & Trust | History | No change | 3,400 | 1,260 | 0.14% | 0.15% | 361 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Added to | 3,393 | 1,257 | 0.04% | 0.04% | 362 | +1,104 | 48.23% | Q1 2026 | Apr 29, 2026 |
| Empowered Funds, LLC | History | New | 3,390 | 1,256 | 0.01% | — | 365 | +3,390 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 3,390 | 1,256 | 0.07% | 0.12% | 364 | -2,029 | -37.44% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,390 | 1,256 | 0.03% | 0.04% | 363 | -339 | -9.09% | Q1 2026 | Apr 21, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 3,387 | 1,255 | 0.17% | 0.2% | 366 | -495 | -12.75% | Q1 2026 | Apr 07, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,368 | 1,248 | 0.08% | 0.09% | 367 | +45 | 1.35% | Q1 2026 | Apr 29, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,363 | 1,246 | 0.15% | 0.17% | 368 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMG National Trust Bank | History | New | 3,315 | 1,228 | 0.03% | — | 369 | +3,315 | New | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,284 | 1,217 | 0.07% | 0.14% | 370 | -4,251 | -56.42% | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,270 | 1,212 | 0.08% | 0.06% | 371 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,269 | 1,211 | 0.01% | 0.01% | 372 | -893 | -21.46% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 3,244 | 1,202 | 0.13% | 0.14% | 373 | -256 | -7.31% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,212 | 1,190 | 0.05% | 0.06% | 374 | +7 | 0.22% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 3,210 | 1,189 | 0.44% | 0.45% | 375 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,178 | 1,178 | 0.06% | 0.06% | 376 | -43 | -1.33% | Q1 2026 | Apr 16, 2026 |
| Callan Family Office, LLC | History | No change | 3,156 | 1,169 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,114 | 1,154 | 0.03% | 0.13% | 378 | -11,493 | -78.68% | Q1 2026 | May 08, 2026 |
| Carter Financial Group, INC. | History | No change | 3,115 | 1,154 | 0.71% | 0.71% | 379 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parcion Private Wealth LLC | History | No change | 3,110 | 1,152 | 0.07% | 0.07% | 380 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 3,107 | 1,151 | 0.0% | 0.0% | 381 | +1,182 | 61.4% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,164 | 1,138 | 0.04% | 0.05% | 382 | +4 | 0.13% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | New | 3,068 | 1,137 | 0.51% | — | 383 | +3,068 | New | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,053 | 1,131 | 0.08% | 0.06% | 384 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,036 | 1,125 | 0.01% | 0.02% | 385 | -1,819 | -37.47% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,026 | 1,121 | 0.0% | 0.01% | 386 | -8,709 | -74.21% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | No change | 3,002 | 1,112 | 0.25% | 0.26% | 387 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,976 | 1,103 | 0.39% | — | 389 | +2,976 | New | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,978 | 1,103 | 0.07% | 0.07% | 388 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,975 | 1,102 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,970 | 1,101 | 0.01% | 0.03% | 391 | -5,120 | -63.29% | Q1 2026 | Apr 07, 2026 |
| XML Financial, LLC | History | Reduced | 2,955 | 1,095 | 0.09% | 0.1% | 392 | -325 | -9.91% | Q1 2026 | Apr 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,936 | 1,088 | 0.09% | 0.09% | 393 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gross & Hartman Investments LLC | History | No change | 2,919 | 1,081 | 0.56% | 0.64% | 394 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 2,918 | 1,081 | 0.85% | 0.99% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,891 | 1,079 | 0.07% | 0.08% | 396 | +39 | 1.37% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 2,909 | 1,078 | 0.04% | 0.05% | 397 | -259 | -8.18% | Q1 2026 | Apr 21, 2026 |
| Sargent Investment Group, LLC | History | Added to | 2,881 | 1,067 | 0.14% | 0.13% | 398 | +132 | 4.8% | Q1 2026 | May 11, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 2,871 | 1,064 | 0.12% | 0.12% | 399 | -9 | -0.31% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,831 | 1,049 | 0.01% | 0.01% | 400 | +1,357 | 92.06% | Q1 2026 | May 12, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 2,829 | 1,048 | 1.12% | 0.69% | 401 | -211 | -6.94% | Q1 2026 | Apr 28, 2026 |
| Jackson Wealth Management, LLC | History | No change | 2,801 | 1,038 | 0.11% | 0.11% | 402 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,795 | 1,036 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 2,791 | 1,034 | 0.47% | 0.57% | 405 | -154 | -5.23% | Q1 2026 | Apr 21, 2026 |
| Glenview Trust Co | History | Reduced | 2,792 | 1,034 | 0.02% | 0.02% | 404 | -66 | -2.31% | Q1 2026 | May 08, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 2,785 | 1,032 | 0.14% | 0.15% | 406 | -65 | -2.28% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,759 | 1,022 | 0.03% | 0.03% | 407 | +6 | 0.22% | Q1 2026 | Apr 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,728 | 1,011 | 0.07% | 0.1% | 408 | -620 | -18.52% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,729 | 1,011 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,680 | 993 | 0.18% | 0.19% | 410 | -56 | -2.05% | Q1 2026 | Apr 30, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 2,660 | 985 | 0.25% | 0.22% | 411 | +530 | 24.88% | Q1 2026 | Apr 09, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 2,641 | 979 | 0.36% | 0.41% | 412 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Soltis Investment Advisors LLC | History | No change | 2,643 | 979 | 0.06% | 0.07% | 413 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 2,640 | 978 | 0.26% | 0.23% | 414 | -34 | -1.27% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,629 | 974 | 0.03% | 0.04% | 415 | -358 | -11.99% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,594 | 961 | 0.02% | 0.02% | 416 | +231 | 9.78% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | No change | 2,587 | 958 | 0.27% | 0.29% | 417 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 2,580 | 956 | 0.13% | 0.27% | 418 | -2,592 | -50.12% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,577 | 955 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 2,553 | 946 | 0.15% | 0.16% | 420 | +3 | 0.12% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,529 | 943 | 0.05% | 0.05% | 421 | -54 | -2.09% | Q1 2026 | May 12, 2026 |
| London & Capital Asset Management Ltd | History | No change | 2,526 | 936 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 2,497 | 925 | 0.81% | 0.82% | 423 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 2,490 | 923 | 0.01% | 0.02% | 424 | -1,338 | -34.95% | Q1 2026 | Apr 27, 2026 |
| Coyle Financial Counsel LLC | History | No change | 2,460 | 911 | 0.19% | 0.2% | 425 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,446 | 906 | 0.01% | 0.01% | 427 | -124 | -4.82% | Q1 2026 | Apr 20, 2026 |
| Blue Edge Capital, LLC | History | No change | 2,344 | 906 | 0.12% | 0.12% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 2,439 | 904 | 0.17% | 0.19% | 428 | -13 | -0.53% | Q1 2026 | Apr 24, 2026 |
| Red Spruce Capital, LLC | History | Added to | 2,368 | 877 | 0.36% | 0.35% | 429 | +67 | 2.91% | Q1 2026 | Apr 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,358 | 874 | 0.07% | 0.06% | 430 | +386 | 19.57% | Q1 2026 | Apr 23, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 2,358 | 873 | 0.05% | 0.05% | 431 | +5 | 0.21% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,355 | 872 | 0.04% | 0.04% | 432 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,343 | 868 | 0.05% | 0.1% | 433 | -2,034 | -46.47% | Q1 2026 | Apr 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,340 | 867 | 0.0% | 0.0% | 434 | -150 | -6.02% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,329 | 863 | 0.08% | 0.08% | 435 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 2,324 | 861 | 0.34% | 0.34% | 436 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Baring Financial LLC | History | Added to | 2,307 | 855 | 0.52% | 0.54% | 437 | +1 | 0.04% | Q1 2026 | Apr 06, 2026 |
| Independent Advisor Alliance | History | New | 2,299 | 852 | 0.01% | — | 439 | +2,299 | New | Q1 2026 | May 12, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 2,301 | 852 | 0.36% | 0.44% | 438 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prosperity Planning, Inc. | History | No change | 2,280 | 845 | 0.21% | 0.23% | 440 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| W ADVISORS, LLC | History | Reduced | 2,268 | 840 | 0.43% | 0.47% | 441 | -166 | -6.82% | Q1 2026 | Apr 29, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,247 | 832 | 0.05% | 0.05% | 442 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,236 | 828 | 0.17% | — | 444 | +2,236 | New | Q1 2026 | Apr 22, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 2,236 | 828 | 0.61% | 0.65% | 443 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 2,210 | 819 | 0.55% | 0.6% | 445 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 2,172 | 805 | 0.03% | 0.03% | 446 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KLCM Advisors, Inc. | History | No change | 2,165 | 802 | 0.07% | 0.07% | 447 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,160 | 800 | 0.0% | 0.01% | 448 | -2,003 | -48.11% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 2,153 | 798 | 0.17% | 0.18% | 450 | +17 | 0.8% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,154 | 798 | 0.09% | 0.1% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 2,125 | 787 | 0.27% | 0.5% | 451 | -1,582 | -42.68% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,122 | 786 | 0.02% | 0.02% | 452 | +25 | 1.19% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,116 | 784 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dempze Nancy E | History | No change | 2,102 | 779 | 0.43% | 0.42% | 454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 2,089 | 774 | 1.17% | 1.0% | 455 | +334 | 19.03% | Q1 2026 | Apr 30, 2026 |
| BURNS J W & CO INC/NY | History | No change | 2,085 | 772 | 0.09% | 0.09% | 456 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | Added to | 2,075 | 769 | 0.02% | 0.02% | 457 | +697 | 50.58% | Q1 2026 | May 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,067 | 766 | 0.32% | 0.34% | 458 | +4 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Mason & Associates Inc | History | Added to | 2,102 | 756 | 0.15% | 0.15% | 460 | +7 | 0.33% | Q1 2026 | Apr 30, 2026 |
| Martin Capital Advisors, LLP | History | No change | 2,040 | 756 | 0.48% | 0.46% | 459 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | No change | 2,022 | 749 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 2,020 | 748 | 0.02% | 0.02% | 462 | -89 | -4.22% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,015 | 746 | 0.01% | 0.01% | 463 | +598 | 42.2% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | No change | 2,000 | 741 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Advisors LLC | History | No change | 2,000 | 741 | 0.11% | 0.12% | 465 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,993 | 738 | 0.0% | 0.02% | 466 | -5,372 | -72.94% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,931 | 715 | 0.11% | 0.11% | 467 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | Added to | 1,922 | 712 | 0.01% | 0.01% | 468 | +16 | 0.84% | Q1 2026 | Apr 16, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,906 | 706 | 0.56% | 0.61% | 469 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | No change | 1,894 | 702 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SlateStone Wealth, LLC | History | Added to | 1,869 | 693 | 0.06% | 0.06% | 471 | +1 | 0.05% | Q1 2026 | May 14, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 1,866 | 691 | 0.62% | 0.62% | 472 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | No change | 1,864 | 690 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Added to | 1,860 | 689 | 0.01% | 0.01% | 474 | +3 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,853 | 687 | 0.01% | 0.01% | 475 | -10 | -0.54% | Q1 2026 | Apr 10, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 1,830 | 678 | 0.11% | 0.12% | 476 | +11 | 0.6% | Q1 2026 | Apr 21, 2026 |
| RKL Wealth Management LLC | History | Added to | 1,819 | 674 | 0.06% | 0.06% | 477 | +4 | 0.22% | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,806 | 669 | 0.02% | 0.03% | 478 | -1,148 | -38.86% | Q1 2026 | Apr 15, 2026 |
| Climber Capital SA | History | No change | 1,800 | 666 | 0.44% | 0.45% | 479 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,661 | 661 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,783 | 660 | 0.18% | 0.18% | 481 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,770 | 656 | 0.02% | 0.02% | 482 | +2 | 0.11% | Q1 2026 | Apr 22, 2026 |
| McLean Asset Management Corp | History | No change | 1,752 | 649 | 0.11% | 0.12% | 483 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 1,748 | 648 | 0.11% | 0.12% | 484 | +1 | 0.06% | Q1 2026 | May 12, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 1,730 | 641 | 0.1% | 0.26% | 486 | -2,319 | -57.27% | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 1,731 | 641 | 0.08% | 0.08% | 485 | +17 | 0.99% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 1,718 | 636 | 0.04% | 0.05% | 488 | -842 | -32.89% | Q1 2026 | Apr 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 1,716 | 636 | 0.18% | 0.19% | 487 | -40 | -2.28% | Q1 2026 | May 08, 2026 |
| ASL Financial, LLC | History | No change | 1,715 | 635 | 0.51% | 0.52% | 489 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,708 | 633 | 0.01% | 0.02% | 490 | -7 | -0.41% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,699 | 629 | 0.01% | 0.0% | 491 | +1,346 | 381.3% | Q1 2026 | Apr 27, 2026 |
| MTM Investment Management, LLC | History | No change | 1,695 | 628 | 0.2% | 0.21% | 492 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Third View Private Wealth, LLC | History | No change | 1,690 | 626 | 0.09% | 0.09% | 493 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,657 | 614 | 0.05% | 0.06% | 494 | -178 | -9.7% | Q1 2026 | Apr 27, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,659 | 614 | 0.12% | 0.12% | 495 | -100 | -5.69% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Reduced | 1,657 | 614 | 0.02% | 0.02% | 496 | -55 | -3.21% | Q1 2026 | Apr 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,653 | 612 | 0.32% | 0.34% | 497 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VERITY Wealth Advisors | History | No change | 1,651 | 611 | 0.41% | 0.4% | 498 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 1,640 | 607 | 0.09% | 0.09% | 499 | +1 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 1,630 | 604 | 0.12% | 0.1% | 501 | +312 | 23.67% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Added to | 1,632 | 604 | 0.1% | 0.11% | 500 | +49 | 3.1% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,561 | 603 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 1,626 | 602 | 0.04% | 0.04% | 503 | +3 | 0.18% | Q1 2026 | Apr 17, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 1,620 | 600 | 0.17% | 0.18% | 504 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,615 | 598 | 0.03% | 0.01% | 506 | +1,130 | 232.99% | Q1 2026 | Apr 24, 2026 |
| Pathway Financial Advisors LLC | History | No change | 1,600 | 598 | 0.07% | 0.08% | 505 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Boston Trust Walden Corp | History | No change | 1,590 | 589 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 1,587 | 588 | 0.46% | 0.48% | 508 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ashford Advisors, LLC | History | No change | 1,583 | 586 | 0.14% | 0.13% | 509 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,569 | 581 | 0.21% | 0.19% | 510 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | New | 1,557 | 577 | 0.01% | — | 511 | +1,557 | New | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | No change | 1,550 | 574 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,548 | 573 | 0.03% | 0.03% | 513 | -118 | -7.08% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 1,579 | 568 | 0.09% | — | 514 | +1,579 | New | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | No change | 1,522 | 564 | 0.04% | 0.04% | 515 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,521 | 563 | 0.07% | 0.07% | 516 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 1,515 | 561 | 0.29% | 0.29% | 519 | +72 | 4.99% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,505 | 561 | 0.01% | 0.01% | 518 | +48 | 3.29% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,515 | 561 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,515 | 561 | 0.24% | 0.25% | 520 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 1,500 | 556 | 0.26% | 0.26% | 521 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| waypoint wealth counsel | History | Reduced | 1,495 | 554 | 0.29% | 0.72% | 523 | -3,555 | -70.4% | Q1 2026 | Apr 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,497 | 554 | 0.01% | 0.01% | 522 | +145 | 10.72% | Q1 2026 | May 04, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 1,495 | 554 | 0.42% | 0.42% | 524 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Added to | 1,490 | 552 | 0.08% | 0.08% | 525 | +111 | 8.05% | Q1 2026 | Apr 21, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 1,487 | 551 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 1,465 | 543 | 0.25% | 0.27% | 527 | -510 | -25.82% | Q1 2026 | May 05, 2026 |
| Mason & Associates, LLC | History | No change | 1,462 | 541 | 0.12% | 0.13% | 528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,449 | 537 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 1,431 | 530 | 0.04% | 0.04% | 530 | +2 | 0.14% | Q1 2026 | May 06, 2026 |
| May Hill Capital, LLC | History | No change | 1,427 | 528 | 0.13% | 0.15% | 531 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,415 | 524 | 0.04% | 0.05% | 532 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Added to | 1,402 | 519 | 0.02% | 0.01% | 533 | +332 | 31.03% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,398 | 518 | 0.02% | 0.02% | 536 | +848 | 154.18% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,397 | 518 | 0.02% | 0.02% | 535 | -444 | -24.12% | Q1 2026 | Apr 21, 2026 |
| Haverford Trust Co | History | No change | 1,400 | 518 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,397 | 517 | 0.01% | 0.01% | 537 | -109 | -7.24% | Q1 2026 | May 12, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 1,390 | 515 | 0.07% | 0.07% | 538 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,387 | 514 | 0.04% | 0.04% | 540 | +3 | 0.22% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 1,389 | 514 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,384 | 513 | 0.0% | 0.01% | 541 | -12,766 | -90.22% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,378 | 510 | 0.01% | — | 542 | +1,378 | New | Q1 2026 | Apr 27, 2026 |
| Ackerman Asset Management, LLC | History | No change | 1,350 | 500 | 0.35% | 0.35% | 543 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,343 | 497 | 0.02% | 0.02% | 544 | +21 | 1.59% | Q1 2026 | May 06, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 1,341 | 497 | 0.14% | 0.14% | 545 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FWG Holdings, LLC | History | Reduced | 1,322 | 496 | 0.19% | 0.36% | 546 | -795 | -37.55% | Q1 2026 | Apr 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 1,338 | 496 | 0.28% | 0.25% | 547 | -14 | -1.04% | Q1 2026 | Apr 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 1,317 | 488 | 0.08% | 0.08% | 548 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Detalus Advisors, LLC | History | No change | 1,314 | 487 | 0.11% | 0.12% | 549 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 1,276 | 472 | 0.01% | 0.01% | 551 | +220 | 20.83% | Q1 2026 | Apr 13, 2026 |
| Betterment LLC | History | Added to | 1,274 | 472 | 0.0% | 0.0% | 550 | +75 | 6.26% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,264 | 468 | 0.0% | 0.0% | 552 | +4 | 0.32% | Q1 2026 | May 01, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,260 | 467 | 0.29% | 0.29% | 553 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,252 | 464 | 0.0% | 0.0% | 555 | -778 | -38.33% | Q1 2026 | May 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,252 | 464 | 0.1% | 0.11% | 554 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plancorp, LLC | History | No change | 1,187 | 459 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,221 | 452 | 0.04% | 0.04% | 557 | -11 | -0.89% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,213 | 449 | 0.04% | 0.04% | 558 | -4 | -0.33% | Q1 2026 | May 07, 2026 |
| Fluent Financial, LLC | History | Added to | 1,144 | 447 | 0.16% | 0.16% | 559 | +54 | 4.95% | Q1 2026 | Apr 15, 2026 |
| Auour Investments LLC | History | No change | 1,208 | 447 | 0.14% | 0.15% | 560 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 1,205 | 446 | 0.34% | 0.38% | 561 | +5 | 0.42% | Q1 2026 | Apr 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 1,203 | 445 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 1,199 | 444 | 0.01% | 0.01% | 563 | -120 | -9.1% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,053 | 440 | 0.01% | 0.01% | 564 | +382 | 56.93% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,183 | 438 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,180 | 437 | 0.0% | 0.0% | 566 | +141 | 13.57% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,170 | 433 | 0.01% | 0.01% | 567 | +1 | 0.09% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 4,218 | 431 | 0.12% | — | 568 | +4,218 | New | Q1 2026 | May 01, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,162 | 430 | 0.06% | 0.05% | 569 | +279 | 31.6% | Q1 2026 | Apr 08, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 1,158 | 429 | 0.1% | 0.1% | 570 | -25 | -2.11% | Q1 2026 | Apr 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,150 | 426 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Heck Capital Advisors, LLC | History | No change | 1,147 | 425 | 0.03% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 1,139 | 422 | 0.03% | 0.03% | 574 | -39 | -3.31% | Q1 2026 | May 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,139 | 422 | 0.04% | 0.06% | 573 | +2 | 0.18% | Q1 2026 | Apr 06, 2026 |
| WJ Financial Advisors LLC | History | No change | 1,124 | 416 | 0.34% | 0.39% | 575 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,114 | 412 | 0.01% | 0.01% | 576 | +114 | 11.4% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 1,113 | 412 | 0.05% | 0.05% | 577 | -1 | -0.09% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,104 | 409 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 1,101 | 408 | 0.11% | 0.14% | 579 | -883 | -44.51% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,100 | 407 | 0.02% | — | 581 | +1,100 | New | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 1,100 | 407 | 0.06% | 0.06% | 580 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 1,096 | 406 | 0.27% | 0.3% | 582 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 1,089 | 403 | 0.2% | 0.21% | 583 | -7 | -0.64% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,084 | 401 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,083 | 401 | 0.02% | 0.02% | 585 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 1,083 | 401 | 0.04% | 0.04% | 586 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 1,072 | 397 | 0.17% | 0.18% | 587 | +2 | 0.19% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 1,068 | 395 | 0.1% | 0.09% | 588 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,061 | 393 | 0.03% | 0.03% | 589 | -54 | -4.84% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 1,057 | 391 | 0.03% | 0.03% | 590 | -3 | -0.28% | Q1 2026 | May 07, 2026 |
| J.Safra Asset Management Corp | History | Added to | 1,053 | 390 | 0.02% | 0.02% | 591 | +2 | 0.19% | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,007 | 389 | 0.05% | 0.05% | 593 | +25 | 2.55% | Q1 2026 | Apr 22, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 1,050 | 389 | 0.02% | 0.02% | 592 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 1,042 | 386 | 0.01% | 0.01% | 594 | -107 | -9.31% | Q1 2026 | Apr 28, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,038 | 384 | 0.03% | 0.03% | 595 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WLTH Capital Management, LLC | History | No change | 1,018 | 377 | 0.3% | 0.31% | 596 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 897 | 375 | 0.01% | 0.01% | 597 | -187 | -17.25% | Q1 2026 | May 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 1,007 | 373 | 0.02% | 0.03% | 598 | -200 | -16.57% | Q1 2026 | Apr 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 1,007 | 373 | 0.11% | 0.12% | 599 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,005 | 372 | 0.05% | 0.05% | 600 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 370 | 0.05% | 0.05% | 601 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 1,000 | 370 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,000 | 370 | 0.13% | 0.13% | 603 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 912 | 368 | 0.01% | — | 604 | +912 | New | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 985 | 365 | 0.03% | 0.03% | 605 | +62 | 6.72% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 987 | 365 | 0.14% | 0.09% | 606 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JACOBS & CO/CA | History | No change | 982 | 364 | 0.04% | 0.04% | 607 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 982 | 364 | 0.03% | 0.03% | 608 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 976 | 361 | 0.01% | 0.02% | 609 | -983 | -50.18% | Q1 2026 | May 04, 2026 |
| DT Investment Partners, LLC | History | No change | 975 | 361 | 0.03% | 0.03% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | No change | 975 | 361 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Thomasville National Bank | History | No change | 919 | 355 | 0.02% | 0.02% | 612 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 957 | 354 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 953 | 353 | 0.06% | 0.06% | 614 | -14 | -1.45% | Q1 2026 | May 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 944 | 349 | 0.08% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Capital, Inc. | History | Reduced | 934 | 346 | 0.03% | 0.04% | 616 | -25 | -2.61% | Q1 2026 | May 12, 2026 |
| Tribridge Partners Financial LLC | History | No change | 918 | 343 | 0.14% | 0.15% | 617 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KPP Advisory Services LLC | History | No change | 921 | 341 | 0.05% | 0.05% | 618 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 912 | 338 | 0.03% | 0.04% | 619 | +309 | 51.24% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | No change | 908 | 336 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 900 | 333 | 0.02% | 0.03% | 621 | -250 | -21.74% | Q1 2026 | May 07, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 900 | 333 | 0.06% | 0.06% | 622 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 891 | 330 | 0.05% | 0.05% | 623 | +28 | 3.24% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 884 | 327 | 0.02% | 0.02% | 624 | +1 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Capital Squared Financial LLC | History | Added to | 883 | 327 | 0.25% | 0.27% | 625 | +1 | 0.11% | Q1 2026 | May 01, 2026 |
| Navigation Group, LLC | History | New | 876 | 324 | 0.08% | — | 627 | +876 | New | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 875 | 324 | 0.01% | 0.01% | 626 | -165 | -15.87% | Q1 2026 | May 11, 2026 |
| Broussard Financial Group LLC | History | Reduced | 873 | 323 | 0.26% | 0.31% | 628 | -114 | -11.55% | Q1 2026 | Apr 29, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 864 | 320 | 0.05% | 0.05% | 629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 856 | 317 | 0.05% | 0.04% | 630 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 851 | 316 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 845 | 313 | 0.0% | — | 633 | +845 | New | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 811 | 313 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 844 | 312 | 0.01% | 0.01% | 634 | +124 | 17.22% | Q1 2026 | Apr 28, 2026 |
| Veracity Capital LLC | History | Added to | 840 | 311 | 0.11% | 0.09% | 635 | +22 | 2.69% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 820 | 303 | 0.01% | 0.01% | 636 | -2 | -0.24% | Q1 2026 | May 19, 2026 |
| Tepp RIA, LLC | History | Added to | 820 | 303 | 0.24% | 0.31% | 637 | +1 | 0.12% | Q1 2026 | Apr 22, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 804 | 298 | 0.07% | 0.07% | 638 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Francis Financial, Inc. | History | No change | 803 | 297 | 0.06% | 0.06% | 639 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 803 | 297 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 799 | 296 | 0.0% | 0.01% | 641 | +9 | 1.14% | Q1 2026 | May 18, 2026 |
| Alpine Bank Wealth Management | History | No change | 800 | 296 | 0.04% | 0.04% | 642 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 786 | 293 | 0.03% | 0.03% | 643 | -61 | -7.2% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 791 | 293 | 0.02% | 0.02% | 644 | +2 | 0.25% | Q1 2026 | May 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 788 | 292 | 0.01% | 0.02% | 645 | -745 | -48.6% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 788 | 292 | 0.01% | 0.01% | 646 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Briggs Wealth Management, Inc | History | No change | 788 | 292 | 0.31% | 0.33% | 647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 787 | 291 | 0.0% | 0.0% | 648 | +1 | 0.13% | Q1 2026 | May 06, 2026 |
| Frisch Financial Group, Inc. | History | No change | 783 | 290 | 0.06% | 0.07% | 649 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 783 | 290 | 0.06% | 0.07% | 650 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 783 | 290 | 0.11% | 0.11% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 781 | 289 | 0.08% | 0.07% | 652 | +116 | 17.44% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 777 | 288 | 0.0% | 0.0% | 653 | +758 | 3989.47% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 777 | 288 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 769 | 284 | 0.09% | 0.16% | 657 | -595 | -43.62% | Q1 2026 | Apr 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 764 | 284 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 767 | 284 | 0.07% | 0.07% | 656 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 764 | 283 | 0.02% | 0.02% | 659 | -52 | -6.37% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 766 | 283 | 0.0% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 761 | 282 | 0.04% | 0.05% | 660 | -78 | -9.3% | Q1 2026 | Apr 23, 2026 |
| DV Trading LLC | History | Added to | 760 | 281 | 0.01% | 0.01% | 661 | +204 | 36.69% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | New | 757 | 280 | 0.01% | — | 664 | +757 | New | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 756 | 280 | 0.02% | 0.02% | 662 | -13 | -1.69% | Q1 2026 | May 01, 2026 |
| RMR Wealth Builders | History | No change | 756 | 280 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 755 | 279 | 0.04% | 0.04% | 665 | -20 | -2.58% | Q1 2026 | Apr 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 750 | 278 | 0.04% | 0.05% | 666 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 813 | 278 | 0.25% | 0.29% | 667 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | Added to | 745 | 276 | 0.01% | 0.01% | 669 | +3 | 0.4% | Q1 2026 | May 04, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 745 | 276 | 0.13% | 0.14% | 668 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| M3 Advisory Group, LLC | History | Added to | 743 | 275 | 0.17% | 0.17% | 670 | +1 | 0.13% | Q1 2026 | Apr 22, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 710 | 274 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 741 | 274 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 734 | 272 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Investmark Advisory Group LLC | History | No change | 729 | 270 | 0.12% | 0.12% | 674 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 723 | 268 | 0.03% | 0.03% | 676 | +64 | 9.71% | Q1 2026 | Apr 10, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 725 | 268 | 0.02% | 0.02% | 675 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 723 | 268 | 0.04% | 0.04% | 677 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 716 | 265 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Shepherd Street Advisors LLC | History | No change | 708 | 262 | 0.26% | 0.26% | 679 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QTR Family Wealth, LLC | History | Added to | 658 | 260 | 0.11% | 0.11% | 681 | +8 | 1.23% | Q1 2026 | Apr 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 704 | 260 | 0.03% | 0.03% | 680 | +1 | 0.14% | Q1 2026 | May 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 704 | 260 | 0.02% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 700 | 259 | 0.0% | 0.0% | 683 | -2,700 | -79.41% | Q1 2026 | May 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 700 | 259 | 0.06% | 0.06% | 684 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bawa N Mallick Trust | History | No change | 700 | 259 | 0.11% | 0.1% | 685 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Reduced | 696 | 258 | 0.06% | 0.07% | 686 | -27 | -3.73% | Q1 2026 | Apr 23, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 691 | 256 | 0.2% | 0.23% | 687 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 686 | 254 | 0.03% | 0.04% | 688 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 685 | 253 | 0.13% | 0.14% | 689 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Canopy Partners, LLC | History | No change | 682 | 252 | 0.09% | 0.09% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Benchmark Financial, LLC | History | No change | 680 | 251 | 0.23% | 0.26% | 691 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | No change | 675 | 250 | 0.01% | 0.01% | 692 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 672 | 249 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 668 | 247 | 0.03% | 0.04% | 694 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 665 | 246 | 0.0% | — | 697 | +665 | New | Q1 2026 | May 08, 2026 |
| Auxano Advisors, LLC | History | Reduced | 666 | 246 | 0.05% | 0.06% | 696 | -60 | -8.26% | Q1 2026 | May 01, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 666 | 246 | 0.05% | 0.05% | 695 | +8 | 1.22% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 661 | 245 | 0.04% | 0.04% | 698 | -34 | -4.89% | Q1 2026 | Apr 23, 2026 |
| Pacific Center for Financial Services | History | Added to | 663 | 245 | 0.06% | 0.06% | 699 | +33 | 5.24% | Q1 2026 | May 12, 2026 |
| Ridgewood Investments LLC | History | New | 658 | 243 | 0.1% | — | 700 | +658 | New | Q1 2026 | Apr 03, 2026 |
| United Advisor Group, LLC | History | New | 656 | 243 | 0.03% | — | 701 | +656 | New | Q1 2026 | Apr 17, 2026 |
| Fiduciary Planning LLC | History | Added to | 653 | 241 | 0.07% | 0.08% | 702 | +2 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Naviter Wealth, LLC | History | No change | 650 | 240 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 645 | 239 | 0.06% | 0.07% | 704 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 643 | 238 | 0.09% | 0.34% | 705 | -1,023 | -61.4% | Q1 2026 | Apr 28, 2026 |
| BostonPremier Wealth LLC | History | Added to | 638 | 236 | 0.12% | 0.13% | 706 | +2 | 0.31% | Q1 2026 | Apr 10, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 634 | 235 | 0.01% | 0.01% | 707 | -36 | -5.37% | Q1 2026 | May 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 634 | 235 | 0.05% | 0.05% | 708 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 634 | 235 | 0.16% | 0.17% | 709 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Reduced | 633 | 234 | 0.0% | 0.01% | 710 | -168 | -20.97% | Q1 2026 | May 01, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 630 | 233 | 0.01% | 0.01% | 711 | -20 | -3.08% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 650 | 233 | 0.01% | 0.01% | 712 | -10 | -1.52% | Q1 2026 | Apr 24, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 626 | 232 | 0.02% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Optivise Advisory Services LLC | History | No change | 622 | 230 | 0.14% | 0.14% | 714 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 619 | 229 | 0.03% | 0.03% | 715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LJI Wealth Management, LLC | History | No change | 615 | 228 | 0.04% | 0.04% | 716 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | No change | 615 | 227 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Granite FO LLC | History | No change | 612 | 226 | 0.13% | 0.13% | 718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Partners in Financial Planning | History | No change | 611 | 226 | 0.04% | 0.04% | 719 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | New | 609 | 225 | 0.03% | — | 720 | +609 | New | Q1 2026 | Apr 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 602 | 223 | 0.06% | — | 723 | +602 | New | Q1 2026 | Apr 08, 2026 |
| SB Capital Management Inc | History | No change | 578 | 223 | 0.08% | 0.08% | 721 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| ICONIQ Capital, LLC | History | No change | 603 | 223 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | No change | 600 | 222 | 0.03% | 0.03% | 724 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Napier Financial, LLC | History | New | 596 | 220 | 0.05% | — | 726 | +596 | New | Q1 2026 | May 05, 2026 |
| Stone Wealth Partners | History | No change | 596 | 220 | 0.2% | 0.2% | 725 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 593 | 219 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 584 | 216 | 0.0% | 0.01% | 728 | -121 | -17.16% | Q1 2026 | May 13, 2026 |
| Wayfinding Financial, LLC | History | No change | 584 | 216 | 0.09% | 0.1% | 729 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 582 | 215 | 0.0% | 0.0% | 730 | +1 | 0.17% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | New | 577 | 213 | 0.0% | — | 731 | +577 | New | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 573 | 212 | 0.01% | 0.02% | 733 | -125 | -17.91% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 574 | 212 | 0.0% | 0.0% | 732 | -14 | -2.38% | Q1 2026 | May 07, 2026 |
| Cadence Bank | History | No change | 545 | 210 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | No change | 568 | 210 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 564 | 209 | 0.03% | 0.03% | 737 | +1 | 0.18% | Q1 2026 | Apr 27, 2026 |
| BURNEY CO/ | History | No change | 566 | 209 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Passive Capital Management, LLC. | History | No change | 561 | 207 | 0.06% | 0.07% | 738 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 558 | 206 | 0.13% | 0.13% | 740 | -1 | -0.18% | Q1 2026 | Apr 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 558 | 206 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 555 | 205 | 0.01% | 0.01% | 741 | -6 | -1.07% | Q1 2026 | Apr 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 555 | 205 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BetterWealth, LLC | History | No change | 551 | 204 | 0.04% | 0.05% | 743 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | Added to | 550 | 203 | 0.03% | 0.03% | 745 | +2 | 0.36% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | No change | 550 | 203 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kearns & Associates LLC | History | No change | 549 | 203 | 0.11% | 0.11% | 746 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 525 | 203 | 0.06% | 0.06% | 747 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 546 | 202 | 0.17% | 0.19% | 749 | -14 | -2.5% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 545 | 202 | 0.02% | 0.02% | 748 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Added to | 545 | 201 | 0.03% | 0.03% | 750 | +1 | 0.18% | Q1 2026 | May 13, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 540 | 200 | 0.1% | 0.14% | 751 | -185 | -25.52% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | No change | 532 | 197 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | No change | 527 | 195 | 0.06% | 0.07% | 753 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | New | 508 | 188 | 0.09% | — | 754 | +508 | New | Q1 2026 | Apr 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 504 | 186 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 500 | 185 | 0.01% | 0.0% | 756 | +300 | 150.0% | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 487 | 180 | 0.05% | 0.06% | 757 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Newton One Investments LLC | History | Reduced | 473 | 175 | 0.05% | 0.07% | 759 | -113 | -19.28% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 473 | 175 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Align Financial, LLC | History | Reduced | 465 | 172 | 0.1% | 0.1% | 760 | -179,420 | -99.74% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | No change | 443 | 164 | 0.04% | 0.04% | 761 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 438 | 162 | 0.01% | 0.01% | 762 | -117 | -21.08% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 428 | 158 | 0.01% | 0.01% | 763 | +33 | 8.35% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 425 | 157 | 0.03% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 422 | 156 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 391 | 151 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 406 | 150 | 0.03% | 0.03% | 767 | +1 | 0.25% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 400 | 148 | 0.02% | 0.02% | 768 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Realta Investment Advisors | History | No change | 395 | 146 | 0.05% | 0.05% | 769 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 390 | 144 | 0.03% | 0.04% | 770 | -114 | -22.62% | Q1 2026 | May 08, 2026 |
| Security National Bank | History | Reduced | 379 | 140 | 0.02% | 0.03% | 771 | -130 | -25.54% | Q1 2026 | Apr 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 375 | 139 | 0.02% | 0.02% | 772 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | No change | 370 | 137 | 0.06% | 0.06% | 773 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 368 | 136 | 0.01% | 0.01% | 774 | -128 | -25.81% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 368 | 136 | 0.02% | 0.02% | 776 | -9 | -2.39% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 369 | 136 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 362 | 134 | 0.01% | 0.01% | 777 | +17 | 4.93% | Q1 2026 | Apr 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 355 | 131 | 0.02% | 0.03% | 778 | -80 | -18.39% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 341 | 126 | 0.01% | 0.0% | 779 | +336 | 6720.0% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 338 | 125 | 0.0% | 0.0% | 780 | -49 | -12.66% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | Reduced | 335 | 124 | 0.03% | 0.03% | 781 | -43 | -11.38% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 308 | 114 | 0.07% | — | 782 | +308 | New | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | No change | 305 | 113 | 0.03% | 0.03% | 783 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 111 | 0.04% | 0.04% | 784 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NWK Group, Inc. | History | No change | 293 | 108 | 0.04% | 0.04% | 785 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | No change | 291 | 107 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| one8zero8, LLC | History | No change | 290 | 107 | 0.02% | 0.02% | 787 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 285 | 105 | 0.02% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Trust Co | History | Added to | 274 | 101 | 0.01% | 0.0% | 790 | +216 | 372.41% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 275 | 101 | 0.02% | 0.02% | 789 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 273 | 101 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 258 | 99 | 0.05% | 0.05% | 792 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 252 | 93 | 0.04% | — | 794 | +252 | New | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | Reduced | 252 | 93 | 0.01% | 0.01% | 793 | -7 | -2.7% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 248 | 91 | 0.02% | 0.02% | 795 | +11 | 4.64% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | No change | 240 | 89 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tower View Wealth Management LLC | History | No change | 240 | 89 | 0.05% | 0.05% | 797 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 240 | 88 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gould Capital, LLC | History | No change | 238 | 88 | 0.05% | 0.06% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 224 | 83 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 215 | 79 | 0.0% | 0.0% | 801 | -3 | -1.38% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 208 | 77 | 0.05% | 0.05% | 802 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | No change | 207 | 76 | 0.03% | 0.03% | 803 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | New | 205 | 75 | 0.0% | — | 804 | +205 | New | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 200 | 74 | 0.01% | 0.01% | 805 | -61 | -23.37% | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | No change | 198 | 73 | 0.03% | 0.04% | 806 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 179 | 66 | 0.04% | — | 807 | +179 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 176 | 65 | 0.0% | 0.0% | 808 | -19 | -9.74% | Q1 2026 | Apr 06, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 175 | 64 | 0.04% | 0.04% | 809 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 175 | 64 | 0.05% | 0.06% | 810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 171 | 63 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Silicon Valley Capital Partners | History | No change | 168 | 62 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Missouri Trust & Investment Co | History | No change | 167 | 61 | 0.02% | 0.02% | 813 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 166 | 61 | 0.02% | 0.03% | 814 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 166 | 61 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 163 | 60 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 160 | 59 | 0.0% | — | 817 | +160 | New | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 152 | 58 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 148 | 54 | 0.04% | 0.04% | 819 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | No change | 148 | 54 | 0.01% | 0.02% | 820 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 141 | 52 | 0.03% | 0.03% | 821 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | No change | 131 | 49 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Team Financial Group, LLC | History | No change | 131 | 48 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advocate Investing Services LLC | History | No change | 126 | 46 | 0.04% | 0.04% | 824 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizons Wealth Management | History | No change | 122 | 45 | 0.03% | 0.03% | 825 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 120 | 44 | 0.0% | — | 827 | +120 | New | Q1 2026 | Apr 29, 2026 |
| Financial Connections Group, Inc. | History | No change | 120 | 44 | 0.02% | 0.02% | 826 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 118 | 43 | 0.0% | — | 829 | +118 | New | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | No change | 117 | 43 | 0.03% | 0.03% | 828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 110 | 40 | 0.01% | 0.02% | 830 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 108 | 40 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RMG Wealth Management LLC | History | New | 95 | 39 | 0.0% | — | 833 | +95 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 106 | 39 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 37 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 100 | 37 | 0.01% | 0.01% | 835 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 93 | 34 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bangor Savings Bank | History | Reduced | 85 | 31 | 0.0% | 0.01% | 837 | -140 | -62.22% | Q1 2026 | Apr 01, 2026 |
| Breakwater Investment Management | History | No change | 83 | 30 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 73 | 27 | 0.01% | 0.01% | 839 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| MOTCO | History | No change | 68 | 25 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 63 | 23 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 60 | 22 | 0.01% | 0.01% | 842 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 59 | 21 | 0.0% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Point Wealth Management, LLC | History | No change | 57 | 21 | 0.02% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 55 | 20 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 56 | 20 | 0.01% | 0.01% | 846 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walsh & Associates, LLC | History | No change | 55 | 20 | 0.02% | 0.02% | 847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 51 | 18 | 0.0% | — | 850 | +51 | New | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 50 | 18 | 0.01% | 0.01% | 848 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | No change | 50 | 18 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 44 | 16 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 43 | 15 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 42 | 15 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | No change | 34 | 12 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 34 | 12 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 30 | 11 | 0.0% | 0.01% | 856 | -30 | -50.0% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 31 | 11 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 31 | 11 | 0.01% | 0.01% | 858 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30 | 11 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 28 | 10 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 25 | 9 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 27 | 9 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | New | 23 | 8 | 0.0% | — | 863 | +23 | New | Q1 2026 | Apr 17, 2026 |
| SWAN Capital LLC | History | New | 22 | 8 | 0.0% | — | 864 | +22 | New | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | New | 22 | 8 | 0.01% | — | 865 | +22 | New | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | No change | 20 | 7 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 18 | 6 | 0.0% | 0.0% | 867 | -562 | -96.9% | Q1 2026 | May 15, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 14 | 5 | 0.0% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GW&K Investment Management, LLC | History | No change | 14 | 5 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Armor Investment Advisors, LLC | History | No change | 11 | 4 | 0.0% | 0.0% | 870 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 10 | 3 | 0.0% | — | 875 | +10 | New | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 10 | 3 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 3 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 10 | 3 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 965,992 | 2 | 0.0% | 0.03% | 876 | +963,386 | 36968.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Reduced | 5 | 1 | 0.0% | 0.06% | 878 | -569 | -99.13% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.02% | — | -71,474 | -100.0% | Q1 2026 | May 13, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 4.26% | — | -24,570 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,645 | -100.0% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -18,660 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,223 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,680 | -100.0% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,147 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,221 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,429 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Paulson Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -2,938 | -100.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,624 | -100.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,616 | -100.0% | Q1 2026 | May 05, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,573 | -100.0% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,401 | -100.0% | Q1 2026 | May 08, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,399 | -100.0% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,336 | -100.0% | Q1 2026 | May 12, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,016 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,640 | -100.0% | Q1 2026 | May 12, 2026 |
| Stonebrook Private Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,490 | -100.0% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,225 | -100.0% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -1,210 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,062 | -100.0% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -664 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROCKLAND TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Rezny Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -650 | -100.0% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -638 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -620 | -100.0% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Closed out | 0 | 0 | — | 0.01% | — | -612 | -100.0% | Q1 2026 | May 15, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -607 | -100.0% | Q1 2026 | Apr 01, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -600 | -100.0% | Q1 2026 | May 11, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q1 2026 | May 07, 2026 |
| EARNEST PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -568 | -100.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -567 | -100.0% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -548 | -100.0% | Q1 2026 | Apr 14, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -547 | -100.0% | Q1 2026 | May 01, 2026 |
| Harfst & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -536 | -100.0% | Q1 2026 | May 12, 2026 |
| Campion Asset Management | History | Closed out | 0 | 0 | — | 0.14% | — | -535 | -100.0% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -530 | -100.0% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -525 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Shepherd Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -524 | -100.0% | Q1 2026 | May 11, 2026 |
| Peak Retirement Planning, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -524 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -520 | -100.0% | Q1 2026 | May 01, 2026 |
| GSG Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -517 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -488 | -100.0% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | Closed out | 0 | 0 | — | 0.08% | — | -472 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -262 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -247 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -83 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |