iSHARES TRUST - IWY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,073,815 | 1,262,568 | 4.86% | — | 1 | +5,073,815 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,738,488 | 1,179,125 | 6.53% | 4.62% | 2 | -16,139 | -0.34% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,541,861 | 881,240 | 0.2% | 0.22% | 3 | -2,431 | -0.07% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,357,374 | 835,448 | 0.06% | 0.04% | 4 | +1,240,884 | 58.63% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 2,387,655 | 594,143 | 0.16% | 0.18% | 5 | -2,964 | -0.12% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 1,393,999 | 346,863 | 0.4% | 0.48% | 6 | -72,055 | -4.91% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,354,526 | 337,060 | 0.02% | 0.02% | 7 | +32,280 | 2.44% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 916,739 | 228,121 | 0.32% | 0.32% | 8 | +36,626 | 4.16% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 738,446 | 183,754 | 0.03% | 0.04% | 9 | +18,462 | 2.56% | Q1 2026 | Jul 08, 2026 |
| AE Wealth Management LLC | History | Added to | 658,865 | 163,952 | 0.89% | 1.01% | 10 | +20,741 | 3.25% | Q1 2026 | May 13, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 610,081 | 151,812 | 17.42% | 19.18% | 11 | +20,929 | 3.55% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 568,039 | 141,432 | 0.21% | 0.22% | 12 | +27,818 | 5.15% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 562,937 | 140,081 | 0.04% | 0.04% | 13 | +42,705 | 8.21% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,522,656 | 125,417 | 2.64% | 5.43% | 14 | -27,418 | -0.6% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 499,514 | 124,299 | 2.39% | 2.62% | 15 | -5,497 | -1.09% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 476,413 | 118,550 | 0.03% | 0.03% | 16 | +72,469 | 17.94% | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 462,598 | 115,112 | 14.14% | 15.62% | 17 | +14,063 | 3.14% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 459,861 | 114,431 | 0.15% | 0.19% | 18 | -56,032 | -10.86% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 426,828 | 106,211 | 0.02% | 0.02% | 19 | +11,479 | 2.76% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 426,268 | 106,072 | 0.32% | 0.38% | 20 | -32,739 | -7.13% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 394,279 | 98,112 | 0.27% | 0.26% | 21 | +12,465 | 3.26% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 373,839 | 93,026 | 0.1% | 0.11% | 22 | +15,813 | 4.42% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 372,712 | 92,745 | 2.21% | 2.43% | 23 | -1,887 | -0.5% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 359,804 | 89,534 | 0.23% | 0.26% | 24 | +10,037 | 2.87% | Q1 2026 | Apr 30, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 302,820 | 75,353 | 26.72% | 28.47% | 25 | +8,834 | 3.0% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 302,000 | 75,149 | 0.06% | 0.11% | 26 | +32,760 | 12.17% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 292,068 | 72,678 | 3.23% | 2.5% | 27 | +91,472 | 45.6% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 272,431 | 67,791 | 4.47% | 4.94% | 28 | -30,024 | -9.93% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 263,939 | 65,678 | 0.01% | 0.01% | 29 | +8,112 | 3.17% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 258,769 | 64,392 | 3.12% | 3.5% | 30 | -4,191 | -1.59% | Q1 2026 | May 04, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 248,470 | 61,838 | 7.62% | 8.12% | 31 | -4,708 | -1.86% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 221,899 | 55,217 | 0.3% | 0.27% | 32 | +37,133 | 20.1% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 207,497 | 51,633 | 3.14% | 3.9% | 33 | -5,670,799 | -96.47% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 206,948 | 51,496 | 9.72% | 11.7% | 34 | -43,321 | -17.31% | Q1 2026 | May 20, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 205,774 | 51,204 | 8.93% | 9.84% | 35 | -42,822 | -17.23% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 201,369 | 50,108 | 1.89% | 2.12% | 36 | +200 | 0.1% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 191,554 | 47,666 | 0.73% | 0.73% | 37 | +12,262 | 6.84% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 186,712 | 44,952 | 0.02% | 0.02% | 38 | +42,331 | 29.32% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 180,190 | 44,838 | 0.16% | 0.17% | 39 | +14,480 | 8.74% | Q1 2026 | Jun 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 153,595 | 42,536 | 0.75% | 0.75% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 168,225 | 41,880 | 3.34% | 3.04% | 41 | +29,070 | 20.89% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 168,261 | 41,870 | 11.98% | 0.55% | 42 | +163,127 | 3177.39% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 168,261 | 41,870 | 11.98% | 13.23% | 43 | +13,693 | 8.86% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 162,986 | 40,557 | 1.11% | 0.71% | 44 | +78,643 | 93.24% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 156,757 | 39,007 | 0.48% | 0.57% | 45 | -8,110 | -4.92% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 150,522 | 37,455 | 0.55% | 0.67% | 46 | -10,531 | -6.54% | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 150,279 | 37,395 | 2.9% | 3.0% | 47 | +13,804 | 10.11% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 145,234 | 36,140 | 8.14% | 7.62% | 48 | +28,120 | 24.01% | Q1 2026 | Apr 22, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 142,511 | 35,462 | 7.66% | 9.02% | 49 | -12,872 | -8.28% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 139,295 | 34,662 | 0.66% | 0.49% | 50 | +29,617 | 27.0% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Added to | 133,032 | 33,103 | 2.38% | 2.54% | 51 | +4,272 | 3.32% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Added to | 132,322 | 32,926 | 9.83% | 9.61% | 52 | +22,795 | 20.81% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 125,329 | 31,186 | 0.03% | 0.03% | 53 | +28,165 | 28.99% | Q1 2026 | May 05, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 118,862 | 29,834 | 6.64% | 7.16% | 54 | +630 | 0.53% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 114,007 | 28,369 | 0.02% | 0.02% | 55 | +2,565 | 2.3% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 113,353 | 28,206 | 0.21% | 0.25% | 56 | +1,607 | 1.44% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 111,862 | 27,835 | 11.45% | 11.98% | 57 | +2,110 | 1.92% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 107,450 | 26,738 | 0.05% | 0.04% | 58 | +27,666 | 34.68% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 105,934 | 26,360 | 0.31% | 0.35% | 59 | +3,344 | 3.26% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 104,883 | 26,099 | 0.3% | 0.32% | 60 | +3,976 | 3.94% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,503 | 25,009 | 0.09% | 0.11% | 61 | +6,037 | 6.39% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 99,559 | 24,774 | 0.18% | 0.19% | 62 | +14,676 | 17.29% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 101,559 | 24,364 | 0.0% | 0.0% | 63 | +24,247 | 31.36% | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 95,463 | 23,754 | 1.79% | 1.96% | 64 | +7,504 | 8.53% | Q1 2026 | Apr 30, 2026 |
| Forum Private Client Group LLC | History | Added to | 87,781 | 21,862 | 7.29% | 7.88% | 65 | +4,276 | 5.12% | Q1 2026 | May 13, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 85,244 | 21,211 | 7.13% | 6.13% | 66 | +1,620 | 1.94% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 84,816 | 21,105 | 0.07% | 0.08% | 67 | -3,637 | -4.11% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | Added to | 82,548 | 20,541 | 3.93% | 4.17% | 68 | +351 | 0.43% | Q1 2026 | Apr 03, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 74,112 | 20,524 | 11.48% | 11.48% | 69 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| JSF Financial, LLC | History | Added to | 78,861 | 19,623 | 3.85% | 4.0% | 70 | +9,169 | 13.16% | Q1 2026 | May 07, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 78,264 | 19,475 | 0.57% | 0.53% | 71 | +7,314 | 10.31% | Q1 2026 | Apr 10, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 77,793 | 19,358 | 2.38% | 2.38% | 72 | +7,299 | 10.35% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 77,670 | 19,327 | 0.32% | 0.41% | 73 | +1,359 | 1.78% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | Added to | 73,747 | 18,351 | 0.2% | 0.06% | 74 | +64,271 | 678.25% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 72,450 | 18,028 | 0.3% | — | 75 | +72,450 | New | Q1 2026 | Apr 21, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 66,496 | 16,546 | 10.63% | 13.61% | 76 | -9,444 | -12.44% | Q1 2026 | Apr 21, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 58,824 | 16,527 | 2.27% | 2.4% | 77 | +1,301 | 2.26% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Added to | 65,409 | 16,276 | 1.46% | 1.53% | 78 | +4,954 | 8.19% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 64,138 | 15,960 | 0.9% | 0.98% | 79 | +4,558 | 7.65% | Q1 2026 | Apr 30, 2026 |
| Family Capital Management, Inc. | History | Reduced | 63,993 | 15,924 | 7.08% | 7.99% | 80 | -961 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 56,831 | 15,738 | 0.1% | 0.12% | 81 | -6,921 | -10.86% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 62,380 | 15,522 | 0.23% | 0.29% | 82 | -4,925 | -7.32% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 60,377 | 15,024 | 0.9% | 1.0% | 83 | -313 | -0.52% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 59,896 | 14,904 | 5.47% | 6.22% | 84 | -2,304 | -3.7% | Q1 2026 | May 08, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 59,794 | 14,879 | 9.62% | 9.51% | 85 | +6,846 | 12.93% | Q1 2026 | May 08, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 58,491 | 14,554 | 5.37% | 5.39% | 86 | +3,324 | 6.03% | Q1 2026 | Apr 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 56,994 | 14,182 | 0.01% | 0.01% | 87 | +4,975 | 9.56% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 56,099 | 13,959 | 0.16% | 0.2% | 88 | -6,762 | -10.76% | Q1 2026 | Apr 28, 2026 |
| Atwater Malick LLC | History | Added to | 55,975 | 13,928 | 3.76% | 3.74% | 89 | +7,017 | 14.33% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 54,162 | 13,477 | 8.9% | 7.43% | 90 | +27,083 | 100.01% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 53,931 | 13,418 | 0.08% | 0.09% | 91 | -350 | -0.64% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 53,251 | 13,250 | 0.6% | 0.63% | 92 | +3,853 | 7.8% | Q1 2026 | May 08, 2026 |
| Cosner Financial Group, LLC | History | Added to | 52,046 | 12,951 | 7.11% | 7.24% | 93 | +812 | 1.58% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 51,130 | 12,723 | 0.15% | 0.16% | 94 | +2,918 | 6.05% | Q1 2026 | May 08, 2026 |
| Bluesphere Advisors LLC | History | Added to | 50,848 | 12,653 | 4.5% | 5.07% | 95 | +9,430 | 22.77% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 50,738 | 12,625 | 0.06% | 0.05% | 96 | +10,468 | 25.99% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 50,576 | 12,585 | 2.24% | 2.46% | 97 | +2,634 | 5.49% | Q1 2026 | Apr 22, 2026 |
| Argent Trust Co | History | Reduced | 44,005 | 10,950 | 0.37% | 0.55% | 98 | -14,203 | -24.4% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 43,777 | 10,893 | 0.7% | 0.73% | 99 | +3,483 | 8.64% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 42,383 | 10,546 | 1.18% | 1.19% | 100 | +5,257 | 14.16% | Q1 2026 | Apr 29, 2026 |
| Meridian Financial Partners LLC | History | Added to | 41,607 | 10,489 | 3.99% | 4.1% | 101 | +3,117 | 8.1% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,164 | 10,243 | 0.02% | 0.01% | 102 | +14,430 | 53.98% | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 41,009 | 10,204 | 2.85% | 3.06% | 104 | +1,743 | 4.44% | Q1 2026 | Apr 08, 2026 |
| Crumly & Associates Inc. | History | Reduced | 41,008 | 10,204 | 2.14% | 2.39% | 103 | -123 | -0.3% | Q1 2026 | Apr 02, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 40,872 | 10,170 | 2.82% | 3.35% | 105 | -1,271 | -3.02% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 39,938 | 9,938 | 0.05% | 0.04% | 106 | +12,619 | 46.19% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 39,119 | 9,734 | 0.02% | 0.02% | 107 | +1,662 | 4.44% | Q1 2026 | May 14, 2026 |
| CGC Financial Services, LLC | History | Reduced | 38,252 | 9,518 | 2.75% | 2.84% | 108 | -95 | -0.25% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 37,866 | 9,427 | 0.5% | 0.25% | 109 | +18,686 | 97.42% | Q1 2026 | May 12, 2026 |
| Wellington Grp LLC | History | Added to | 37,717 | 9,385 | 2.89% | 2.81% | 110 | +7,265 | 23.86% | Q1 2026 | May 22, 2026 |
| YANKCOM Partnership | History | Added to | 37,695 | 9,379 | 3.86% | 3.87% | 111 | +4,860 | 14.8% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 34,752 | 8,647 | 0.17% | 0.43% | 112 | -43,912 | -55.82% | Q1 2026 | Apr 14, 2026 |
| Family Manage LLC | History | Reduced | 34,423 | 8,565 | 1.03% | 1.76% | 113 | -15,884 | -31.57% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 33,655 | 8,374 | 0.66% | 0.65% | 114 | +3,300 | 10.87% | Q1 2026 | May 28, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 33,623 | 8,366 | 3.06% | 3.12% | 115 | +1,523 | 4.74% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 29,063 | 8,056 | 0.31% | 0.32% | 116 | +745 | 2.63% | Q1 2026 | Apr 24, 2026 |
| WIN ADVISORS, INC | History | Added to | 32,293 | 8,035 | 3.68% | 0.2% | 117 | +30,619 | 1829.09% | Q1 2026 | May 01, 2026 |
| Oak Harvest Investment Services | History | Added to | 32,238 | 8,021 | 0.84% | 0.91% | 118 | +1,984 | 6.56% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 32,003 | 7,963 | 0.0% | 0.0% | 119 | +2,358 | 7.95% | Q1 2026 | May 15, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 31,902 | 7,938 | 5.39% | 5.8% | 120 | +140 | 0.44% | Q1 2026 | May 12, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 31,685 | 7,884 | 6.99% | 7.18% | 121 | +3 | 0.01% | Q1 2026 | May 12, 2026 |
| 626 Financial, LLC | History | Reduced | 31,646 | 7,874 | 3.51% | 4.6% | 122 | -7,011 | -18.14% | Q1 2026 | Apr 23, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 31,399 | 7,813 | 5.54% | 5.99% | 123 | +2,714 | 9.46% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 27,574 | 7,693 | 4.33% | — | 124 | +27,574 | New | Q1 2026 | May 19, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 30,593 | 7,612 | 0.19% | 0.23% | 125 | -676 | -2.16% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | New | 30,058 | 7,479 | 0.1% | — | 126 | +30,058 | New | Q1 2026 | May 14, 2026 |
| Veridan Wealth LLC | History | Reduced | 29,679 | 7,385 | 2.73% | 2.78% | 127 | -180 | -0.6% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 29,391 | 7,313 | 0.58% | 0.61% | 128 | +150 | 0.51% | Q1 2026 | Apr 23, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 28,303 | 7,042 | 2.93% | 3.1% | 129 | +1,454 | 5.42% | Q1 2026 | Apr 23, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 27,746 | 6,904 | 3.93% | 6.81% | 130 | +3,078 | 12.48% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | Added to | 27,646 | 6,879 | 1.13% | 1.64% | 131 | +1,193 | 4.51% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,138 | 6,753 | 0.01% | 0.01% | 132 | +293 | 1.09% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Added to | 26,477 | 6,588 | 0.56% | 0.57% | 133 | +2,040 | 8.35% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,481 | 6,340 | 0.13% | 0.2% | 134 | -5,951 | -18.93% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,066 | 6,291 | 0.01% | 0.01% | 135 | -14,387 | -36.47% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,988 | 6,218 | 0.02% | 0.02% | 136 | +701 | 2.89% | Q1 2026 | Apr 22, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 22,623 | 6,198 | 3.99% | 3.89% | 137 | +990 | 4.58% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 23,861 | 5,937 | 0.11% | 0.12% | 138 | +1,578 | 7.08% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 23,749 | 5,909 | 0.11% | 0.11% | 139 | +642 | 2.78% | Q1 2026 | Apr 10, 2026 |
| Empire Life Investments Inc. | History | Reduced | 23,485 | 5,894 | 0.36% | 0.37% | 140 | -435 | -1.82% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 23,663 | 5,888 | 0.44% | 0.59% | 141 | +829 | 3.63% | Q1 2026 | May 19, 2026 |
| Compound Planning, Inc. | History | Added to | 23,458 | 5,837 | 0.18% | 0.02% | 142 | +21,461 | 1074.66% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 23,384 | 5,818 | 0.0% | 0.0% | 143 | +9,066 | 63.32% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,091 | 5,816 | 0.15% | 0.24% | 144 | -455 | -2.21% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Reduced | 23,002 | 5,723 | 0.68% | 0.74% | 145 | -364 | -1.56% | Q1 2026 | Apr 10, 2026 |
| Envision Financial Transparency, LLC | History | New | 22,476 | 5,593 | 5.43% | — | 146 | +22,476 | New | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 22,161 | 5,514 | 0.22% | 0.24% | 147 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Berger Financial Group, Inc | History | Added to | 22,040 | 5,484 | 0.31% | 0.34% | 148 | +821 | 3.87% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,797 | 5,424 | 0.08% | 0.12% | 149 | +742 | 3.52% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 21,771 | 5,417 | 2.78% | 3.25% | 150 | -1,123 | -4.91% | Q1 2026 | May 07, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 21,594 | 5,373 | 1.56% | 1.8% | 151 | -946 | -4.2% | Q1 2026 | Apr 10, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 21,348 | 5,312 | 1.28% | 1.42% | 152 | +149 | 0.7% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 21,280 | 5,295 | 0.01% | 0.0% | 153 | +20,440 | 2433.33% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 20,757 | 5,165 | 0.01% | 0.01% | 154 | +428 | 2.11% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,691 | 5,148 | 0.07% | 0.1% | 155 | +689 | 3.44% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,335 | 5,060 | 0.06% | 0.07% | 156 | -914 | -4.3% | Q1 2026 | Apr 28, 2026 |
| Passumpsic Savings Bank | History | No change | 18,263 | 5,057 | 2.77% | 2.77% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 20,227 | 5,033 | 0.0% | 0.0% | 158 | +8,631 | 74.43% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,094 | 5,010 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PCM Encore, LLC | History | Reduced | 19,982 | 4,972 | 1.02% | 1.18% | 160 | -68 | -0.34% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 19,857 | 4,941 | 0.01% | 0.01% | 161 | -2,004 | -9.17% | Q1 2026 | May 14, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 30,516 | 4,941 | 1.26% | 1.33% | 162 | +875 | 2.95% | Q1 2026 | Apr 17, 2026 |
| PFG Investments, LLC | History | New | 19,680 | 4,897 | 0.23% | — | 163 | +19,680 | New | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 18,706 | 4,654 | 0.06% | 0.07% | 164 | +2,138 | 12.9% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 18,671 | 4,646 | 0.08% | — | 165 | +18,671 | New | Q1 2026 | May 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 18,651 | 4,641 | 2.43% | 2.74% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 18,619 | 4,633 | 1.64% | 1.74% | 167 | +929 | 5.25% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,605 | 4,629 | 0.01% | — | 168 | +18,605 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,433 | 4,586 | 0.0% | 0.0% | 169 | -83,505 | -81.92% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,278 | 4,548 | 0.01% | 0.0% | 170 | +12,948 | 242.93% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 18,245 | 4,540 | 0.06% | 0.07% | 171 | +298 | 1.66% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 17,836 | 4,437 | 2.08% | 2.46% | 172 | -2,466 | -12.15% | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 17,369 | 4,322 | 0.23% | 0.26% | 173 | -30 | -0.17% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,451 | 4,310 | 0.34% | 0.34% | 174 | +652 | 4.41% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 17,270 | 4,297 | 1.56% | 1.64% | 175 | -412 | -2.33% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 17,244 | 4,290 | 1.37% | 3.15% | 176 | -20,120 | -53.85% | Q1 2026 | Apr 23, 2026 |
| FWG Investments, LLC. | History | Reduced | 17,067 | 4,246 | 2.7% | 3.1% | 177 | -482 | -2.75% | Q1 2026 | Apr 21, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 16,989 | 4,227 | 2.75% | 3.5% | 178 | -1,451 | -7.87% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 16,822 | 4,186 | 0.24% | 0.25% | 179 | +595 | 3.67% | Q1 2026 | May 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 16,234 | 4,039 | 0.29% | 0.37% | 180 | -2,055 | -11.24% | Q1 2026 | May 06, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 16,192 | 4,029 | 1.98% | 2.7% | 181 | -8,222 | -33.68% | Q1 2026 | Jun 01, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 15,980 | 3,976 | 1.69% | 3.51% | 182 | -15,075 | -48.54% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 15,873 | 3,949 | 0.11% | 0.14% | 183 | -533 | -3.25% | Q1 2026 | Apr 09, 2026 |
| BROWN ADVISORY INC | History | No change | 15,752 | 3,919 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,416 | 3,836 | 0.02% | 0.01% | 185 | -292 | -1.86% | Q1 2026 | May 14, 2026 |
| Gradient Investments LLC | History | Added to | 15,073 | 3,750 | 0.06% | 0.03% | 186 | +9,111 | 152.82% | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,445 | 3,594 | 0.13% | 0.13% | 187 | +1,214 | 9.18% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 14,445 | 3,594 | 0.47% | 0.54% | 188 | +1,214 | 9.18% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,226 | 3,539 | 0.0% | 0.0% | 189 | +295 | 2.12% | Q1 2026 | May 08, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 14,206 | 3,535 | 0.89% | 0.92% | 190 | +1,078 | 8.21% | Q1 2026 | Apr 09, 2026 |
| COMERICA BANK | History | No change | 12,666 | 3,507 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,084 | 3,504 | 0.07% | 0.08% | 192 | +63 | 0.45% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | New | 14,078 | 3,503 | 0.35% | — | 193 | +14,078 | New | Q1 2026 | Apr 07, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,041 | 3,494 | 1.74% | 2.03% | 194 | -744 | -5.03% | Q1 2026 | Apr 30, 2026 |
| OxenFree Capital LLC | History | Reduced | 12,549 | 3,438 | 1.67% | 1.96% | 195 | -940 | -6.97% | Q1 2026 | Apr 16, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 13,763 | 3,424 | 0.77% | 0.85% | 196 | +247 | 1.83% | Q1 2026 | Apr 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,655 | 3,398 | 0.37% | 0.58% | 197 | -6,179 | -31.15% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,378 | 3,357 | 0.03% | 0.04% | 198 | +587 | 4.59% | Q1 2026 | Apr 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 13,485 | 3,355 | 2.94% | 3.14% | 199 | +802 | 6.32% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,224 | 3,290 | 0.15% | 0.16% | 200 | +23 | 0.17% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,131 | 3,267 | 0.78% | 0.97% | 201 | +208 | 1.61% | Q1 2026 | May 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 12,912 | 3,212 | 0.5% | 0.59% | 202 | -397 | -2.98% | Q1 2026 | May 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 12,640 | 3,145 | 0.44% | — | 203 | +12,640 | New | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | Added to | 12,599 | 3,135 | 0.21% | 0.19% | 204 | +1,343 | 11.93% | Q1 2026 | May 29, 2026 |
| Focus Partners Wealth | History | Reduced | 12,370 | 3,078 | 0.0% | 0.0% | 205 | -98 | -0.79% | Q1 2026 | May 14, 2026 |
| Benchmark Financial, LLC | History | Added to | 12,165 | 3,027 | 2.72% | 3.31% | 206 | +155 | 1.29% | Q1 2026 | Apr 21, 2026 |
| Valued Retirements, Inc. | History | Added to | 12,163 | 3,026 | 2.96% | 3.23% | 207 | +218 | 1.83% | Q1 2026 | May 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 11,912 | 2,964 | 0.35% | 0.63% | 208 | -7,555 | -38.81% | Q1 2026 | Apr 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 11,576 | 2,880 | 0.88% | 1.14% | 209 | -1,533 | -11.69% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Reduced | 11,547 | 2,873 | 0.05% | 0.06% | 210 | -45 | -0.39% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,532 | 2,869 | 0.08% | — | 211 | +11,532 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,445 | 2,847 | 0.01% | 0.01% | 212 | +2,286 | 24.96% | Q1 2026 | May 08, 2026 |
| Vantus Wealth LLC | History | No change | 10,260 | 2,841 | 2.09% | 2.09% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,414 | 2,840 | 0.19% | 0.26% | 214 | -190 | -1.64% | Q1 2026 | Apr 17, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 11,400 | 2,836 | 2.44% | 2.53% | 215 | +85 | 0.75% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 11,322 | 2,817 | 0.07% | 0.08% | 216 | -1,133 | -9.1% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 11,271 | 2,804 | 0.51% | 0.87% | 217 | -19,915 | -63.86% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,246 | 2,798 | 0.04% | 0.04% | 218 | -114 | -1.0% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,160 | 2,777 | 0.25% | 0.32% | 219 | +1,102 | 10.96% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,107 | 2,763 | 0.01% | 0.01% | 220 | -719 | -6.08% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,093 | 2,760 | 0.03% | 0.0% | 221 | +10,093 | 1009.3% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,947 | 2,724 | 0.17% | 0.14% | 222 | +451 | 4.3% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 10,922 | 2,717 | 0.09% | 0.07% | 223 | +4,187 | 62.17% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,841 | 2,697 | 0.05% | 0.06% | 224 | +472 | 4.55% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 10,617 | 2,641 | 0.02% | 0.02% | 225 | +2,059 | 24.06% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,516 | 2,616 | 0.01% | 0.0% | 226 | +9,311 | 772.7% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,267 | 2,554 | 0.03% | 0.05% | 227 | -2,208 | -17.7% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,235 | 2,546 | 0.01% | 0.01% | 228 | +196 | 1.95% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 10,153 | 2,526 | 0.01% | 0.02% | 229 | -21,596 | -68.02% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 10,059 | 2,498 | 0.01% | 0.01% | 230 | +153 | 1.54% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 9,992 | 2,486 | 0.01% | 0.01% | 231 | -531 | -5.05% | Q1 2026 | May 26, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,945 | 2,474 | 0.13% | 0.15% | 232 | -17 | -0.17% | Q1 2026 | Apr 17, 2026 |
| Whelan Financial | History | Reduced | 9,672 | 2,406 | 0.75% | 0.84% | 233 | -87 | -0.89% | Q1 2026 | Apr 24, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,523 | 2,399 | 0.26% | 0.88% | 234 | -11,780 | -55.3% | Q1 2026 | Apr 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,579 | 2,383 | 0.17% | 0.39% | 235 | -11,207 | -53.92% | Q1 2026 | Apr 20, 2026 |
| Inscription Capital, LLC | History | Added to | 9,557 | 2,378 | 0.25% | 0.25% | 236 | +621 | 6.95% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,159 | 2,279 | 0.2% | 0.21% | 237 | +529 | 6.13% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 9,156 | 2,278 | 0.01% | 0.02% | 238 | -358 | -3.76% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 8,950 | 2,227 | 0.02% | 0.03% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,876 | 2,208 | 0.08% | 0.1% | 240 | -1,626 | -15.48% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,833 | 2,197 | 0.08% | 0.11% | 241 | +595 | 7.22% | Q1 2026 | Jun 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,691 | 2,162 | 0.05% | 0.05% | 242 | -513 | -5.57% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,647 | 2,151 | 0.06% | 0.07% | 243 | -585 | -6.34% | Q1 2026 | May 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 8,630 | 2,147 | 1.39% | 1.6% | 245 | +531 | 6.56% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 8,631 | 2,147 | 0.07% | 0.08% | 244 | +10 | 0.12% | Q1 2026 | May 14, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 8,626 | 2,146 | 1.44% | 1.6% | 246 | +467 | 5.72% | Q1 2026 | Apr 27, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 8,583 | 2,135 | 0.88% | 1.03% | 247 | -973 | -10.18% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,514 | 2,118 | 0.17% | 0.06% | 248 | +6,318 | 287.7% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 8,457 | 2,104 | 1.4% | 1.41% | 249 | +450 | 5.62% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,439 | 2,100 | 0.12% | 0.14% | 250 | -541 | -6.02% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 8,411 | 2,093 | 0.02% | 0.02% | 251 | -31 | -0.37% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 8,405 | 2,091 | 0.03% | 0.03% | 252 | +822 | 10.84% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,327 | 2,072 | 0.05% | 0.05% | 253 | -141 | -1.67% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,213 | 2,043 | 0.07% | 0.02% | 254 | +6,471 | 371.47% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 8,022 | 1,996 | 0.72% | 0.84% | 255 | -151 | -1.85% | Q1 2026 | Apr 27, 2026 |
| Bawa N Mallick Trust | History | Reduced | 8,000 | 1,990 | 0.82% | 0.93% | 256 | -1,008 | -11.19% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 6,988 | 1,966 | 0.26% | 0.3% | 257 | +6 | 0.09% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,900 | 1,965 | 0.0% | 0.0% | 258 | +3,700 | 88.1% | Q1 2026 | May 15, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 7,793 | 1,956 | 1.58% | 1.95% | 259 | -560 | -6.7% | Q1 2026 | Apr 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 7,705 | 1,917 | 0.33% | 0.37% | 260 | -56 | -0.72% | Q1 2026 | Apr 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,590 | 1,888 | 0.08% | 0.09% | 261 | -578 | -7.08% | Q1 2026 | May 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 7,352 | 1,829 | 0.51% | 0.58% | 262 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,325 | 1,822 | 0.0% | 0.0% | 263 | +3,625 | 97.97% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,309 | 1,818 | 0.0% | 0.0% | 264 | +997 | 15.8% | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 7,277 | 1,810 | 0.82% | 0.95% | 265 | +342 | 4.93% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,497 | 1,799 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 7,092 | 1,764 | 0.2% | 0.25% | 267 | -180 | -2.48% | Q1 2026 | May 08, 2026 |
| Vantage Financial Partners, LLC | History | No change | 6,336 | 1,754 | 0.36% | 0.36% | 268 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 7,037 | 1,751 | 0.06% | 0.09% | 269 | -3,088 | -30.5% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,989 | 1,739 | 0.06% | 0.07% | 270 | -54 | -0.77% | Q1 2026 | May 06, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,982 | 1,737 | 0.21% | 0.23% | 271 | +112 | 1.63% | Q1 2026 | Apr 23, 2026 |
| Mason & Associates, LLC | History | Reduced | 6,932 | 1,724 | 0.39% | 0.44% | 272 | -51 | -0.73% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 6,928 | 1,723 | 0.01% | 0.01% | 273 | +267 | 4.01% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,895 | 1,715 | 0.48% | 0.58% | 274 | -269 | -3.75% | Q1 2026 | Apr 16, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,892 | 1,714 | 0.42% | 1.15% | 275 | +2,334 | 51.21% | Q1 2026 | May 12, 2026 |
| Centennial Advisors, LLC | History | Added to | 6,874 | 1,710 | 2.18% | 2.45% | 276 | +69 | 1.01% | Q1 2026 | Apr 21, 2026 |
| FLP Wealth Management, LLC | History | Added to | 6,856 | 1,706 | 3.52% | 3.94% | 277 | +837 | 13.91% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 6,820 | 1,697 | 0.13% | 0.15% | 278 | -676 | -9.02% | Q1 2026 | Apr 16, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,677 | 1,661 | 0.3% | 0.33% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 6,663 | 1,657 | 0.12% | 0.14% | 280 | -511 | -7.12% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | Added to | 6,523 | 1,637 | 0.12% | 0.13% | 281 | +305 | 4.91% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,556 | 1,631 | 0.01% | 0.0% | 282 | +5,448 | 491.7% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 6,389 | 1,589 | 0.06% | 0.31% | 283 | -21,834 | -77.36% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,300 | 1,567 | 0.0% | 0.0% | 284 | +1,877 | 42.44% | Q1 2026 | May 15, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 6,110 | 1,520 | 1.21% | 6.46% | 285 | -23,436 | -79.32% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,701 | 1,485 | 0.18% | 0.15% | 286 | +1,412 | 32.92% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,829 | 1,450 | 0.04% | 0.07% | 287 | -1,543 | -20.93% | Q1 2026 | May 11, 2026 |
| SMART Wealth LLC | History | Added to | 5,758 | 1,432 | 0.42% | 0.43% | 288 | +648 | 12.68% | Q1 2026 | Apr 23, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 5,662 | 1,408 | 0.68% | 0.68% | 289 | +732 | 14.85% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,576 | 1,387 | 0.08% | 0.16% | 290 | -3,850 | -40.84% | Q1 2026 | Apr 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,478 | 1,363 | 0.08% | 0.02% | 291 | +3,975 | 264.47% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,372 | 1,336 | 0.01% | 0.01% | 292 | -48 | -0.89% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 5,351 | 1,331 | 0.02% | 0.08% | 293 | -13,157 | -71.09% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,317 | 1,322 | 0.03% | 0.06% | 294 | -3,170 | -37.35% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,308 | 1,320 | 0.0% | 0.0% | 295 | +3,606 | 211.87% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,299 | 1,318 | 0.0% | 0.0% | 296 | -59 | -1.1% | Q1 2026 | May 06, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,274 | 1,312 | 0.33% | 0.37% | 297 | +3 | 0.06% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | No change | 5,037 | 1,302 | 0.04% | 0.05% | 298 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,221 | 1,299 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,199 | 1,293 | 0.14% | 0.37% | 300 | -7,559 | -59.25% | Q1 2026 | Apr 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4,606 | 1,279 | 0.9% | 1.56% | 301 | +178 | 4.02% | Q1 2026 | Jul 01, 2026 |
| TruWealth Advisors, LLC | History | Added to | 5,130 | 1,276 | 0.06% | 0.07% | 302 | +106 | 2.11% | Q1 2026 | Apr 09, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 5,100 | 1,269 | 0.13% | 0.16% | 303 | -150 | -2.86% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 5,011 | 1,246 | 0.17% | 0.38% | 304 | -13 | -0.26% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,000 | 1,244 | 0.09% | 0.11% | 305 | -110 | -2.15% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,937 | 1,228 | 0.01% | 0.02% | 306 | -7 | -0.14% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 4,819 | 1,199 | 0.0% | 0.01% | 307 | -246 | -4.86% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,769 | 1,190 | 0.01% | 0.01% | 308 | +487 | 11.37% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4,763 | 1,185 | 0.19% | 0.18% | 309 | +67 | 1.43% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,681 | 1,164 | 0.0% | 0.0% | 310 | +98 | 2.14% | Q1 2026 | May 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 4,656 | 1,158 | 0.14% | 0.12% | 311 | +724 | 18.41% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,481 | 1,115 | 0.1% | 0.11% | 312 | -2,509 | -35.89% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,367 | 1,086 | 0.03% | 0.15% | 313 | -17,519 | -80.05% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,343 | 1,080 | 0.04% | 0.05% | 314 | -257 | -5.59% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,331 | 1,078 | 0.02% | 0.02% | 315 | +908 | 26.53% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 4,297 | 1,069 | 0.01% | 0.01% | 316 | +867 | 25.28% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,280 | 1,065 | 0.02% | 0.05% | 317 | -3,144 | -42.35% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,271 | 1,062 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 4,241 | 1,055 | 0.24% | 0.27% | 319 | -8 | -0.19% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,223 | 1,050 | 0.01% | 0.03% | 320 | -12,738 | -75.1% | Q1 2026 | May 13, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 4,199 | 1,044 | 0.63% | 0.82% | 321 | -234 | -5.28% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | Added to | 4,169 | 1,037 | 0.03% | 0.05% | 322 | +374 | 9.86% | Q1 2026 | Apr 29, 2026 |
| Seros Financial, LLC | History | Reduced | 4,137 | 1,029 | 0.65% | 6.77% | 323 | -37,569 | -90.08% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,093 | 1,018 | 0.0% | 0.0% | 324 | +263 | 6.87% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,040 | 1,005 | 0.0% | 0.0% | 325 | +67 | 1.69% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,820 | 950 | 0.0% | 0.0% | 326 | +1,433 | 60.03% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,787 | 942 | 0.04% | — | 327 | +3,787 | New | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 3,742 | 931 | 0.14% | 0.16% | 328 | +15 | 0.4% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,722 | 926 | 0.06% | 0.07% | 329 | +271 | 7.85% | Q1 2026 | Apr 29, 2026 |
| Truvestments Capital LLC | History | Added to | 3,713 | 923 | 0.17% | 0.18% | 330 | +82 | 2.26% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,675 | 914 | 0.14% | 0.16% | 331 | +94 | 2.62% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Added to | 3,666 | 912 | 0.03% | 0.03% | 332 | +192 | 5.53% | Q1 2026 | May 04, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,660 | 910 | 0.6% | 0.63% | 333 | +108 | 3.04% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,635 | 904 | 0.0% | 0.0% | 334 | +1,266 | 53.44% | Q1 2026 | May 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 3,609 | 898 | 0.52% | 0.57% | 335 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,610 | 898 | 0.09% | 0.09% | 336 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Compass Financial Services Inc | History | Added to | 3,435 | 854 | 0.37% | 0.41% | 337 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,937 | 851 | 0.02% | 0.02% | 338 | +102 | 3.6% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 3,384 | 842 | 0.56% | 0.64% | 339 | +2 | 0.06% | Q1 2026 | Apr 21, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 3,372 | 839 | 0.54% | 0.55% | 340 | +145 | 4.49% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,356 | 835 | 0.0% | 0.0% | 341 | +389 | 13.11% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 3,342 | 831 | 0.03% | 0.04% | 342 | -232 | -6.49% | Q1 2026 | May 07, 2026 |
| Optivise Advisory Services LLC | History | No change | 3,337 | 830 | 0.5% | 0.53% | 343 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,306 | 823 | 0.02% | 0.02% | 344 | +46 | 1.41% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 3,289 | 818 | 0.03% | 0.03% | 345 | +20 | 0.61% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 3,269 | 813 | 0.57% | 0.7% | 346 | -142 | -4.16% | Q1 2026 | Apr 22, 2026 |
| Gibbs Wealth Management | History | New | 3,265 | 812 | 0.11% | — | 347 | +3,265 | New | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,229 | 803 | 0.02% | 0.02% | 348 | -126 | -3.76% | Q1 2026 | Apr 29, 2026 |
| Prospect Financial Services LLC | History | Reduced | 3,208 | 798 | 0.49% | 0.6% | 349 | -560 | -14.86% | Q1 2026 | Apr 24, 2026 |
| FSA Advisors, Inc. | History | New | 3,189 | 793 | 0.52% | — | 350 | +3,189 | New | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,173 | 790 | 0.01% | 0.01% | 351 | -454 | -12.52% | Q1 2026 | Apr 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,175 | 790 | 0.04% | 0.05% | 352 | +156 | 5.17% | Q1 2026 | Apr 24, 2026 |
| Able Wealth Management LLC | History | Reduced | 3,135 | 780 | 0.21% | 0.44% | 353 | -1,856 | -37.19% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,081 | 766 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GenWealth Group, Inc. | History | Reduced | 3,055 | 760 | 0.13% | 0.14% | 355 | -13 | -0.42% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,047 | 758 | 0.14% | 0.16% | 356 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Mueller Wealth, LLC | History | Reduced | 2,995 | 745 | 0.59% | 6.76% | 357 | -26,483 | -89.84% | Q1 2026 | May 01, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,969 | 738 | 0.21% | 0.23% | 358 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,635 | 729 | 0.24% | 0.24% | 359 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 2,900 | 721 | 0.07% | — | 360 | +2,900 | New | Q1 2026 | May 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,876 | 715 | 0.24% | 0.27% | 361 | -12 | -0.42% | Q1 2026 | Apr 09, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,864 | 712 | 0.22% | 0.28% | 362 | -401 | -12.28% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,827 | 703 | 0.02% | 0.03% | 363 | -92 | -3.15% | Q1 2026 | Apr 08, 2026 |
| Optiver Holding B.V. | History | New | 2,821 | 701 | 0.0% | — | 364 | +2,821 | New | Q1 2026 | Jun 02, 2026 |
| Apella Capital, LLC | History | Added to | 2,504 | 696 | 0.01% | 0.01% | 365 | +739 | 41.87% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Added to | 2,766 | 688 | 0.01% | 0.01% | 366 | +5 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,763 | 687 | 0.01% | 0.01% | 368 | +1,466 | 113.03% | Q1 2026 | Jun 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,764 | 687 | 0.05% | 0.06% | 367 | +26 | 0.95% | Q1 2026 | Apr 08, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,744 | 682 | 0.58% | 0.64% | 369 | -23 | -0.83% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,698 | 671 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | No change | 2,697 | 671 | 0.13% | 0.15% | 371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,670 | 664 | 0.01% | 0.0% | 372 | +593 | 28.55% | Q1 2026 | May 01, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 2,634 | 655 | 0.5% | 0.55% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2,610 | 649 | 0.14% | 0.34% | 374 | -2,610 | -50.0% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 2,559 | 636 | 0.0% | 0.0% | 375 | +16 | 0.63% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,548 | 634 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 2,542 | 632 | 0.19% | 0.09% | 377 | +1,066 | 72.22% | Q1 2026 | May 12, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 2,502 | 630 | 0.33% | 0.39% | 378 | -27 | -1.07% | Q1 2026 | Apr 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,498 | 621 | 0.05% | 0.06% | 379 | -224 | -8.23% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,457 | 611 | 0.0% | 0.0% | 380 | +1,100 | 81.06% | Q1 2026 | May 14, 2026 |
| ArchPoint Investors | History | No change | 2,450 | 609 | 0.14% | 0.16% | 381 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 2,441 | 607 | 0.05% | 0.05% | 382 | +109 | 4.67% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | No change | 2,436 | 606 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,411 | 599 | 0.27% | 0.3% | 384 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | Reduced | 2,395 | 595 | 0.01% | 0.02% | 385 | -10 | -0.42% | Q1 2026 | May 04, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,384 | 593 | 0.9% | 0.98% | 386 | -15 | -0.63% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,365 | 588 | 0.02% | 0.02% | 387 | +186 | 8.54% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, LLC | History | New | 2,331 | 580 | 0.04% | — | 388 | +2,331 | New | Q1 2026 | May 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,319 | 577 | 0.31% | 0.36% | 389 | -23 | -0.98% | Q1 2026 | May 14, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,316 | 576 | 0.27% | 0.31% | 390 | +15 | 0.65% | Q1 2026 | May 12, 2026 |
| Auxano Advisors, LLC | History | Reduced | 2,313 | 575 | 0.11% | 3.4% | 391 | -59,912 | -96.28% | Q1 2026 | May 01, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 2,310 | 574 | 0.04% | 0.04% | 392 | +31 | 1.36% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,276 | 566 | 0.01% | 0.01% | 393 | -22 | -0.96% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 2,242 | 557 | 0.01% | 0.0% | 394 | +2,071 | 1211.11% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Reduced | 2,229 | 554 | 0.07% | 0.13% | 396 | -478 | -17.66% | Q1 2026 | Apr 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,229 | 554 | 0.02% | 0.03% | 395 | -3 | -0.13% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 2,202 | 547 | 0.02% | 0.03% | 397 | -748 | -25.36% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,189 | 544 | 0.07% | 0.11% | 398 | -1,009 | -31.55% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,173 | 540 | 0.02% | 0.02% | 399 | +513 | 30.9% | Q1 2026 | Apr 07, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 2,151 | 535 | 0.17% | 0.17% | 400 | +8 | 0.37% | Q1 2026 | May 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 2,137 | 531 | 0.17% | 0.19% | 401 | +12 | 0.56% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 2,126 | 529 | 0.07% | 0.07% | 402 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 1,910 | 529 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 2,123 | 528 | 0.36% | 0.38% | 404 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,099 | 522 | 0.0% | 0.0% | 405 | -17 | -0.8% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 2,086 | 519 | 0.06% | 0.07% | 406 | -195 | -8.55% | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,073 | 515 | 0.26% | 0.3% | 407 | +21 | 1.02% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,170 | 509 | 0.0% | 0.0% | 408 | +157 | 7.8% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 2,045 | 508 | 0.02% | 0.03% | 409 | -151 | -6.88% | Q1 2026 | May 14, 2026 |
| Daviman Financial, LLC | History | Reduced | 2,026 | 504 | 0.3% | 0.43% | 411 | -644 | -24.12% | Q1 2026 | Apr 23, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,027 | 504 | 0.11% | 0.13% | 410 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | Added to | 2,018 | 502 | 0.05% | 0.05% | 412 | +118 | 6.21% | Q1 2026 | May 13, 2026 |
| Hershey Financial Advisers, LLC | History | New | 2,016 | 501 | 0.43% | — | 413 | +2,016 | New | Q1 2026 | May 06, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 1,996 | 496 | 0.07% | 0.08% | 414 | -73 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Cyr Financial Inc. | History | Added to | 1,970 | 490 | 0.29% | 0.34% | 415 | +3 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Alpha Financial Partners LLC | History | Added to | 1,958 | 487 | 0.29% | 0.33% | 416 | +1 | 0.05% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,914 | 476 | 0.01% | 0.01% | 417 | +405 | 26.84% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,891 | 474 | 0.1% | 0.07% | 418 | +1,039 | 121.95% | Q1 2026 | May 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,897 | 472 | 0.13% | 0.14% | 419 | -142 | -6.96% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 1,877 | 467 | 0.04% | 0.04% | 420 | +250 | 15.37% | Q1 2026 | May 06, 2026 |
| Mattson Financial Services, LLC | History | Added to | 1,875 | 466 | 0.11% | 0.09% | 421 | +540 | 40.45% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,852 | 460 | 0.34% | 0.42% | 422 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 1,847 | 459 | 0.17% | 0.18% | 423 | -23 | -1.23% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,841 | 458 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,841 | 458 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,832 | 455 | 0.0% | 0.0% | 426 | +216 | 13.37% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,828 | 454 | 0.02% | 0.02% | 427 | +1 | 0.05% | Q1 2026 | Jun 08, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,811 | 450 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,793 | 446 | 0.08% | 0.09% | 430 | +57 | 3.28% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,795 | 446 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,777 | 442 | 0.01% | 0.02% | 431 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 1,779 | 442 | 0.12% | 0.13% | 432 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,753 | 436 | 0.08% | 0.09% | 433 | +164 | 10.32% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,747 | 434 | 0.02% | — | 434 | +1,747 | New | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,735 | 432 | 0.23% | 0.25% | 435 | +20 | 1.17% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,736 | 431 | 0.02% | 0.03% | 436 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,727 | 429 | 0.02% | 0.03% | 437 | -28 | -1.6% | Q1 2026 | Apr 20, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 1,689 | 420 | 0.17% | 0.23% | 438 | -334 | -16.51% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,686 | 419 | 0.04% | 0.05% | 439 | -52 | -2.99% | Q1 2026 | May 04, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 1,682 | 418 | 0.26% | 0.27% | 440 | +3 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 1,673 | 416 | 0.1% | 0.11% | 441 | +37 | 2.26% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,665 | 414 | 0.0% | — | 443 | +1,665 | New | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,665 | 414 | 0.29% | 0.3% | 442 | +1 | 0.06% | Q1 2026 | Apr 07, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,638 | 407 | 0.18% | 0.24% | 444 | -241 | -12.83% | Q1 2026 | May 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,627 | 404 | 0.0% | 0.0% | 446 | +286 | 21.33% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,625 | 404 | 0.0% | 0.0% | 445 | +39 | 2.46% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,604 | 399 | 0.0% | 0.01% | 447 | -7 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | No change | 1,452 | 398 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arvest Bank Trust Division | History | New | 1,577 | 392 | 0.02% | — | 449 | +1,577 | New | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 1,568 | 390 | 0.05% | — | 450 | +1,568 | New | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 1,525 | 389 | 0.02% | 2.31% | 451 | -117,161 | -98.72% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,557 | 387 | 0.01% | — | 452 | +1,557 | New | Q1 2026 | Apr 27, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 1,381 | 382 | 0.1% | 0.1% | 453 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBT BANK N A /NY | History | No change | 1,530 | 380 | 0.02% | 0.03% | 454 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 1,530 | 380 | 0.07% | 0.07% | 455 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Retireful, LLC | History | New | 1,393 | 377 | 0.53% | — | 456 | +1,393 | New | Q1 2026 | Apr 15, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 1,513 | 376 | 0.37% | 0.44% | 457 | -86 | -5.38% | Q1 2026 | Jul 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,500 | 373 | 0.04% | 0.04% | 458 | +123 | 8.93% | Q1 2026 | May 04, 2026 |
| MEMBERS WEALTH LLC | History | No change | 1,334 | 373 | 0.22% | 0.23% | 459 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Verum Partners LLC | History | Added to | 1,498 | 372 | 0.07% | 0.08% | 460 | +1 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 1,494 | 371 | 0.02% | 0.02% | 461 | -18 | -1.19% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,474 | 366 | 0.0% | 0.0% | 462 | +360 | 32.32% | Q1 2026 | May 13, 2026 |
| Rodgers & Associates, LTD | History | Added to | 1,471 | 366 | 0.04% | 0.04% | 463 | +28 | 1.94% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Added to | 1,467 | 365 | 0.04% | 0.05% | 464 | +150 | 11.39% | Q1 2026 | Apr 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,449 | 360 | 0.01% | 0.01% | 465 | +1 | 0.07% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Reduced | 1,443 | 359 | 0.02% | 0.02% | 466 | -1 | -0.07% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,439 | 358 | 0.04% | 0.05% | 467 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,427 | 355 | 0.02% | 0.03% | 468 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,423 | 354 | 0.03% | 0.04% | 469 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,419 | 353 | 0.11% | 0.12% | 470 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DDD Partners, LLC | History | No change | 1,410 | 350 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 1,275 | 349 | 0.02% | 0.03% | 472 | -128 | -9.12% | Q1 2026 | Apr 20, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 1,401 | 348 | 0.13% | 0.15% | 473 | -39 | -2.71% | Q1 2026 | Apr 20, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,396 | 347 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,380 | 343 | 0.02% | 0.01% | 475 | +973 | 239.07% | Q1 2026 | Apr 20, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,380 | 343 | 0.18% | 0.2% | 476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,345 | 334 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | Added to | 1,337 | 332 | 0.08% | 0.09% | 479 | +37 | 2.85% | Q1 2026 | Apr 13, 2026 |
| Fermata Advisors, LLC | History | No change | 1,338 | 332 | 0.07% | 0.09% | 478 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,330 | 330 | 0.24% | 0.29% | 480 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,321 | 328 | 0.0% | — | 482 | +1,321 | New | Q1 2026 | Apr 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 1,319 | 328 | 0.01% | 0.01% | 481 | -2 | -0.15% | Q1 2026 | May 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 1,305 | 324 | 0.06% | — | 483 | +1,305 | New | Q1 2026 | Apr 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 1,271 | 316 | 0.15% | 0.16% | 484 | -40 | -3.05% | Q1 2026 | May 14, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 1,267 | 315 | 0.06% | 0.07% | 485 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Advisors LLC | History | No change | 1,267 | 315 | 0.31% | 0.37% | 486 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 1,264 | 314 | 0.05% | 0.05% | 487 | +127 | 11.17% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | No change | 1,240 | 308 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,225 | 304 | 0.0% | 0.0% | 489 | +20 | 1.66% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,219 | 303 | 0.0% | 0.0% | 490 | -1,938 | -61.39% | Q1 2026 | May 05, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,218 | 303 | 0.04% | 0.05% | 491 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Added to | 1,216 | 302 | 0.0% | 0.0% | 492 | +291 | 31.46% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 1,216 | 302 | 0.09% | 0.1% | 493 | +1 | 0.08% | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,214 | 301 | 0.02% | 0.03% | 494 | -7 | -0.57% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,200 | 298 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 1,188 | 295 | 0.04% | 0.05% | 496 | -68 | -5.41% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,175 | 294 | 0.05% | 0.06% | 497 | +29 | 2.53% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | No change | 1,181 | 293 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,156 | 287 | 0.09% | — | 499 | +1,156 | New | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 1,150 | 286 | 0.05% | 0.26% | 500 | -3,696 | -76.27% | Q1 2026 | May 05, 2026 |
| Life Planning Partners, Inc | History | No change | 1,142 | 284 | 0.22% | 0.24% | 501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 1,136 | 282 | 0.02% | — | 505 | +1,136 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,135 | 282 | 0.0% | 0.0% | 503 | -183 | -13.88% | Q1 2026 | May 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 1,135 | 282 | 0.12% | 0.14% | 504 | +5 | 0.44% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,137 | 282 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 1,122 | 279 | 0.08% | — | 506 | +1,122 | New | Q1 2026 | Apr 16, 2026 |
| Mason & Associates Inc | History | Added to | 1,159 | 278 | 0.05% | 0.06% | 507 | +1 | 0.09% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,114 | 277 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,107 | 275 | 0.0% | 0.0% | 510 | +36 | 3.36% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,104 | 275 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,130 | 271 | 0.01% | 0.02% | 511 | -335 | -22.87% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 1,065 | 265 | 0.08% | 0.08% | 512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,060 | 263 | 0.24% | — | 513 | +1,060 | New | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,056 | 262 | 0.22% | 0.25% | 514 | +2 | 0.19% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 1,051 | 261 | 0.13% | 0.12% | 515 | +114 | 12.17% | Q1 2026 | May 07, 2026 |
| Trademark Financial Management, LLC | History | Added to | 1,041 | 259 | 0.13% | 0.16% | 516 | +17 | 1.66% | Q1 2026 | Apr 27, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,029 | 256 | 0.05% | 0.06% | 517 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 1,023 | 254 | 0.0% | 0.0% | 518 | -238 | -18.87% | Q1 2026 | Apr 21, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 1,024 | 254 | 0.1% | 0.11% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,023 | 254 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 997 | 248 | 0.03% | 0.03% | 521 | -80 | -7.43% | Q1 2026 | Apr 24, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 994 | 247 | 0.03% | 0.03% | 522 | -19 | -1.88% | Q1 2026 | Apr 28, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 995 | 247 | 0.17% | 0.19% | 523 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 967 | 240 | 0.01% | 0.02% | 524 | +18 | 1.9% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 961 | 239 | 0.01% | 0.01% | 525 | +19 | 2.02% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 934 | 232 | 0.02% | 0.03% | 526 | -17 | -1.79% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Reduced | 931 | 231 | 0.01% | 0.01% | 527 | -82 | -8.09% | Q1 2026 | May 12, 2026 |
| Financial Council, LLC | History | No change | 926 | 230 | 0.09% | 0.1% | 528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | No change | 924 | 229 | 0.04% | 0.04% | 529 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coquina Private Wealth LLC | History | No change | 924 | 229 | 0.18% | 0.2% | 530 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 914 | 228 | 0.01% | 0.01% | 531 | -320 | -25.93% | Q1 2026 | Apr 21, 2026 |
| Facet Wealth, Inc. | History | New | 916 | 227 | 0.0% | — | 532 | +916 | New | Q1 2026 | May 07, 2026 |
| L & S Advisors Inc | History | Added to | 906 | 225 | 0.03% | 0.02% | 533 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 861 | 223 | 0.01% | 0.06% | 534 | -2,634 | -75.36% | Q1 2026 | Apr 17, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 900 | 223 | 0.03% | 0.05% | 535 | -200 | -18.18% | Q1 2026 | Apr 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 894 | 222 | 0.03% | 0.03% | 536 | +114 | 14.62% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | New | 891 | 221 | 0.01% | — | 537 | +891 | New | Q1 2026 | May 14, 2026 |
| Slagle Financial, LLC | History | Reduced | 887 | 220 | 0.07% | 0.09% | 538 | -10 | -1.11% | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 883 | 219 | 0.0% | 0.0% | 539 | -17 | -1.89% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 880 | 219 | 0.08% | 0.09% | 540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MY Wealth Management Inc. | History | Added to | 1,036 | 218 | 0.21% | 0.24% | 542 | +37 | 3.7% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 880 | 218 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisory Group | History | Added to | 865 | 215 | 0.16% | 0.16% | 544 | +100 | 13.07% | Q1 2026 | Apr 29, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 866 | 215 | 0.04% | 0.04% | 543 | -1 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Rather & Kittrell, Inc. | History | No change | 860 | 214 | 0.03% | 0.04% | 545 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 856 | 213 | 0.01% | 0.01% | 546 | -63 | -6.86% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | New | 849 | 211 | 0.02% | — | 548 | +849 | New | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | New | 848 | 211 | 0.02% | — | 547 | +848 | New | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | No change | 842 | 209 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Persium Advisors, LLC | History | No change | 837 | 208 | 0.16% | 0.17% | 550 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 835 | 207 | 0.01% | 0.02% | 551 | -299 | -26.37% | Q1 2026 | Apr 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 828 | 206 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 827 | 205 | 0.0% | 0.0% | 553 | -274 | -24.89% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 824 | 205 | 0.0% | 0.01% | 554 | -22 | -2.6% | Q1 2026 | Apr 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 826 | 205 | 0.04% | 0.04% | 555 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 823 | 204 | 0.03% | — | 557 | +823 | New | Q1 2026 | Apr 30, 2026 |
| Bravias Capital Group, LLC | History | No change | 823 | 204 | 0.13% | 0.14% | 556 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 817 | 203 | 0.01% | 0.01% | 558 | +18 | 2.25% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | No change | 819 | 203 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 810 | 201 | 0.0% | — | 561 | +810 | New | Q1 2026 | Apr 27, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 810 | 201 | 0.04% | 0.04% | 560 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 772 | 193 | 0.0% | 0.0% | 562 | +131 | 20.44% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 753 | 189 | 0.01% | 0.01% | 563 | +15 | 2.03% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 744 | 185 | 0.0% | — | 564 | +744 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 636 | 158 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 615 | 153 | 0.0% | — | 566 | +615 | New | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 606 | 150 | 0.02% | 0.02% | 567 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 582 | 144 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 564 | 140 | 0.02% | 0.01% | 569 | +320 | 131.15% | Q1 2026 | Apr 24, 2026 |
| Acropolis Investment Management, LLC | History | New | 561 | 139 | 0.01% | — | 571 | +561 | New | Q1 2026 | Apr 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 559 | 139 | 0.01% | 0.02% | 570 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 535 | 133 | 0.0% | — | 573 | +535 | New | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 535 | 133 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 499 | 124 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 500 | 124 | 0.03% | 0.03% | 575 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 429 | 106 | 0.02% | 0.02% | 576 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 425 | 105 | 0.03% | — | 577 | +425 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 414 | 103 | 0.0% | 0.0% | 579 | -19 | -4.39% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 415 | 103 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 410 | 102 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| New Republic Capital, LLC | History | Added to | 395 | 98 | 0.03% | 0.02% | 581 | +90 | 29.51% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 340 | 94 | 0.02% | 0.02% | 582 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 363 | 90 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 344 | 86 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 344 | 85 | 0.0% | 0.0% | 585 | -75 | -17.9% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 299 | 74 | 0.0% | — | 586 | +299 | New | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 289 | 71 | 0.0% | — | 587 | +289 | New | Q1 2026 | May 08, 2026 |
| Clayton Financial Group LLC | History | No change | 257 | 63 | 0.03% | 0.04% | 588 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 246 | 61 | 0.0% | — | 589 | +246 | New | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 235 | 58 | 0.01% | 0.02% | 590 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 210 | 58 | 0.02% | 0.02% | 591 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 221 | 55 | 0.01% | 0.01% | 592 | -1 | -0.45% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 215 | 53 | 0.0% | 0.01% | 594 | -1,172 | -84.5% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 214 | 53 | 0.0% | — | 595 | +214 | New | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | No change | 216 | 53 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 213 | 52 | 0.0% | 0.01% | 596 | -573 | -72.9% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 207 | 51 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 194 | 48 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 195 | 48 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 189 | 47 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 185 | 46 | 0.0% | 0.0% | 602 | -241 | -56.57% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | No change | 185 | 46 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 188 | 46 | 0.02% | 0.02% | 603 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 188 | 46 | 0.02% | 0.02% | 604 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Reduced | 176 | 43 | 0.01% | 0.01% | 605 | -21 | -10.66% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 158 | 43 | 0.02% | 0.02% | 606 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 158 | 39 | 0.02% | 0.02% | 607 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Main Street Group, LTD | History | New | 141 | 35 | 0.01% | — | 608 | +141 | New | Q1 2026 | May 06, 2026 |
| Robinswood Financial LLC | History | New | 141 | 35 | 0.01% | — | 609 | +141 | New | Q1 2026 | Jul 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 131 | 32 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 127 | 31 | 0.02% | 0.18% | 611 | -1,130 | -89.9% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 117 | 29 | 0.0% | 0.0% | 612 | +53 | 82.81% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | No change | 118 | 29 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 101 | 25 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | No change | 103 | 25 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 103 | 25 | 0.02% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Reduced | 97 | 24 | 0.01% | 0.02% | 619 | -38 | -28.15% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 24 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 24 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 100 | 24 | 0.0% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 95 | 23 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 89 | 22 | 0.0% | 0.0% | 622 | +64 | 256.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | No change | 91 | 22 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 88 | 21 | 0.0% | 0.0% | 624 | -15 | -14.56% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 88 | 21 | 0.0% | 0.0% | 625 | -10 | -10.2% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Advisors | History | No change | 83 | 20 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 80 | 20 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 74 | 18 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 70 | 17 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 63 | 15 | 0.0% | 0.01% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 15 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 61 | 15 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 60 | 14 | 0.01% | 0.01% | 633 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 54 | 14 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| North Star Investment Management Corp. | History | No change | 47 | 11 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 44 | 10 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 40 | 9 | 0.0% | 0.0% | 638 | -21 | -34.43% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 40 | 9 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 33 | 8 | 0.0% | — | 641 | +33 | New | Q1 2026 | May 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 33 | 8 | 0.0% | 0.0% | 639 | -27 | -45.0% | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Added to | 36 | 8 | 0.04% | 0.06% | 640 | +3 | 9.09% | Q1 2026 | Apr 28, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 32 | 7 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Olistico Wealth, LLC | History | Reduced | 27 | 6 | 0.0% | 0.0% | 643 | -7 | -20.59% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | New | 24 | 5 | 0.0% | — | 645 | +24 | New | Q1 2026 | May 08, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 22 | 5 | 0.0% | 0.01% | 644 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 20 | 4 | 0.0% | — | 647 | +20 | New | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 9 | 2 | 0.0% | 0.0% | 649 | -109 | -92.37% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | New | 12 | 2 | 0.0% | — | 652 | +12 | New | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 11 | 2 | 0.0% | 0.0% | 651 | +2 | 22.22% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 1 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -31,492 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,732 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,134 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Ciovacco Capital Management LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -6,916 | -100.0% | Q1 2026 | May 11, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,734 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,125 | -100.0% | Q1 2026 | May 11, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -5,963 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,761 | -100.0% | Q1 2026 | May 20, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.67% | — | -3,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,433 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,847 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.05% | — | -2,800 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,766 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,695 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,239 | -100.0% | Q1 2026 | May 11, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,179 | -100.0% | Q1 2026 | May 11, 2026 |
| K.J. Harrison & Partners Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -1,072 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -998 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -979 | -100.0% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -953 | -100.0% | Q1 2026 | May 14, 2026 |
| Peachtree Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -950 | -100.0% | Q1 2026 | May 08, 2026 |
| Expressive Wealth LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -906 | -100.0% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -875 | -100.0% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -799 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -790 | -100.0% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -774 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -767 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -764 | -100.0% | Q1 2026 | May 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -759 | -100.0% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q1 2026 | May 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -756 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -753 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WILLNER & HELLER, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -747 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -373 | -100.0% | Q1 2026 | May 11, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -201 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -120 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -27 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |