iSHARES TRUST - IXUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 278,457,370 | 24,125,546 | 0.42% | 0.42% | 1 | -11,924,059 | -4.11% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Reduced | 36,473,678 | 3,160,079 | 23.49% | 23.27% | 2 | -149,747 | -0.41% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,661,661 | 2,087,362 | 0.68% | 0.62% | 3 | +1,304,591 | 5.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 13,262,708 | 1,149,081 | 0.07% | 0.05% | 4 | +3,349,832 | 33.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,763,889 | 1,019,223 | 0.27% | 0.29% | 5 | +27,906 | 0.24% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,893,003 | 943,688 | 1.65% | 1.73% | 6 | +143,934 | 1.34% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,757,608 | 843,895 | 1.02% | 1.12% | 7 | -1,556,576 | -13.76% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,763,373 | 759,258 | 0.06% | 0.05% | 8 | +543,555 | 6.61% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,763,644 | 672,642 | 4.08% | 4.07% | 9 | -85,157 | -1.08% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 6,997,022 | 606,221 | 0.67% | 0.64% | 10 | +331,399 | 4.97% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,049,116 | 524,095 | 2.93% | 2.75% | 11 | +233,491 | 4.01% | Q1 2026 | Apr 30, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,357,466 | 464,170 | 9.54% | 9.01% | 12 | +130,731 | 2.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,496,745 | 389,597 | 0.1% | 0.1% | 13 | +179,771 | 4.16% | Q1 2026 | May 06, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,343,208 | 289,455 | 24.86% | 24.6% | 14 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 3,160,786 | 273,850 | 9.58% | 8.62% | 15 | -260,179 | -7.61% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,975,068 | 257,759 | 1.59% | 1.49% | 16 | +113,268 | 3.96% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 2,897,980 | 251,080 | 9.79% | 9.21% | 17 | +143,851 | 5.22% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 2,479,197 | 213,783 | 0.25% | 0.26% | 18 | -122,028 | -4.69% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,464,044 | 213,484 | 0.03% | 0.03% | 19 | +414,345 | 20.21% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 2,331,612 | 202,010 | 6.21% | 5.72% | 20 | +288,195 | 14.1% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,295,065 | 198,844 | 0.03% | 0.03% | 21 | -183,754 | -7.41% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,126,467 | 184,259 | 0.04% | 0.04% | 22 | +67,706 | 3.29% | Q1 2026 | May 15, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 2,121,117 | 183,773 | 7.93% | 7.28% | 23 | +53,584 | 2.59% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,088,708 | 180,965 | 0.16% | 0.03% | 24 | +1,698,878 | 435.8% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,977,577 | 171,337 | 0.03% | 0.03% | 25 | +77,569 | 4.08% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,856,710 | 160,865 | 0.17% | 0.17% | 26 | -4,027 | -0.22% | Q1 2026 | May 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,768,120 | 153,189 | 10.4% | 10.33% | 27 | +15,492 | 0.88% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 1,722,589 | 149,245 | 3.23% | 3.21% | 28 | +110,688 | 6.87% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 1,673,737 | 145,012 | 0.15% | 0.15% | 29 | +98,559 | 6.26% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Reduced | 1,585,811 | 137,394 | 10.02% | 9.63% | 30 | -10,264 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,575,292 | 136,610 | 4.35% | 4.39% | 31 | +88,650 | 5.96% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,508,300 | 130,679 | 0.18% | 0.15% | 32 | +141,629 | 10.36% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,502,702 | 130,194 | 0.32% | 0.31% | 33 | -78,426 | -4.96% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 1,421,431 | 123,152 | 0.5% | 0.51% | 34 | -45,640 | -3.11% | Q1 2026 | May 14, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 1,413,600 | 122,474 | 2.89% | — | 35 | +1,413,600 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,413,502 | 122,465 | 0.04% | 0.03% | 36 | +125,160 | 9.71% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,337,955 | 115,920 | 0.99% | 0.84% | 37 | -12,993 | -0.96% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,163,580 | 100,812 | 1.17% | 1.19% | 38 | +8,383 | 0.73% | Q1 2026 | May 08, 2026 |
| BANK OF HAWAII | History | Reduced | 1,157,644 | 100,298 | 5.25% | 4.95% | 39 | -25,981 | -2.2% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,130,660 | 97,960 | 9.34% | 9.09% | 40 | +2,432 | 0.22% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,050,229 | 90,991 | 0.83% | 0.35% | 41 | +722,704 | 220.66% | Q1 2026 | May 06, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,022,003 | 88,546 | 8.44% | 6.06% | 42 | +307,938 | 43.12% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 997,500 | 86,423 | 0.55% | — | 43 | +997,500 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 965,085 | 83,631 | 0.12% | 0.1% | 44 | +195,783 | 25.45% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 946,536 | 79,262 | 0.01% | 0.0% | 45 | +78,574 | 9.05% | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 906,322 | 78,523 | 4.23% | 4.13% | 46 | -10,804 | -1.18% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 894,681 | 77,515 | 0.2% | 0.17% | 47 | +132,925 | 17.45% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 906,913 | 76,657 | 0.04% | 0.04% | 48 | +101,876 | 12.65% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 882,322 | 76,444 | 1.81% | 1.48% | 49 | +100,352 | 12.83% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 845,846 | 73,284 | 3.63% | 3.7% | 50 | -47,439 | -5.31% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 835,385 | 72,377 | 0.57% | 0.54% | 51 | +40,049 | 5.04% | Q1 2026 | May 01, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 752,870 | 65,228 | 1.24% | 1.23% | 52 | -14,587 | -1.9% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 739,814 | 64,097 | 3.74% | 3.67% | 53 | -13,587 | -1.8% | Q1 2026 | Apr 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 735,451 | 63,719 | 3.18% | 2.94% | 54 | +29,707 | 4.21% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 706,982 | 61,252 | 0.04% | 0.03% | 55 | +110,895 | 18.6% | Q1 2026 | May 07, 2026 |
| Aviso Financial Inc. | History | Added to | 682,105 | 59,097 | 2.1% | 1.94% | 56 | +78,787 | 13.06% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 663,929 | 57,323 | 0.08% | 0.07% | 57 | -25,112 | -3.64% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 626,632 | 54,291 | 0.19% | 0.18% | 58 | -19,273 | -2.98% | Q1 2026 | May 12, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 624,614 | 54,116 | 19.23% | 18.77% | 59 | +1,410 | 0.23% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 587,638 | 50,912 | 0.05% | 0.04% | 60 | +63,072 | 12.02% | Q1 2026 | May 12, 2026 |
| Adventist Health System/ West | History | Added to | 552,898 | 47,903 | 8.49% | 4.85% | 61 | +212,157 | 62.26% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 548,756 | 47,544 | 2.19% | 2.09% | 62 | -4,358 | -0.79% | Q1 2026 | Apr 30, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 541,603 | 46,924 | 11.91% | 11.67% | 63 | -6,098 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 532,827 | 46,164 | 0.63% | 0.72% | 64 | -60,627 | -10.22% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 521,388 | 45,173 | 1.89% | 1.68% | 65 | +17,786 | 3.53% | Q1 2026 | Apr 13, 2026 |
| Bricktown Capital, LLC | History | Added to | 498,244 | 43,167 | 8.5% | 5.84% | 66 | +88,118 | 21.49% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 487,543 | 42,240 | 0.12% | 0.1% | 67 | -8,654 | -1.74% | Q1 2026 | May 04, 2026 |
| Allen Investment Management, LLC | History | Added to | 476,486 | 41,282 | 0.51% | 0.36% | 68 | +88,194 | 22.71% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 469,956 | 40,716 | 1.47% | 1.54% | 69 | -15,573 | -3.21% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 463,067 | 40,120 | 0.93% | 0.98% | 70 | -12,191 | -2.57% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 462,081 | 40,034 | 0.65% | 0.63% | 71 | +400 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 432,583 | 37,479 | 0.19% | 0.02% | 72 | +386,503 | 838.77% | Q1 2026 | May 08, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 428,100 | 37,090 | 9.0% | 8.59% | 73 | -16,300 | -3.67% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 425,599 | 36,873 | 0.54% | 0.56% | 74 | -301 | -0.07% | Q1 2026 | May 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 390,861 | 33,864 | 2.63% | 2.68% | 75 | -23,942 | -5.77% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 380,902 | 33,001 | 0.02% | 0.02% | 76 | -15,242 | -3.85% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 373,286 | 32,341 | 3.19% | 2.68% | 77 | +57,864 | 18.34% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 368,630 | 31,938 | 0.24% | 0.07% | 78 | +260,191 | 239.94% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 362,427 | 31,400 | 0.15% | 0.14% | 79 | +72,140 | 24.85% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 334,140 | 28,949 | 0.69% | 0.66% | 80 | +33,748 | 11.23% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 332,809 | 28,834 | 3.96% | 3.76% | 81 | +10,601 | 3.29% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 318,532 | 27,597 | 2.0% | 2.6% | 82 | -157,330 | -33.06% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 319,489 | 27,041 | 5.49% | 5.49% | 83 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 284,682 | 24,664 | 0.0% | 0.01% | 84 | -804,963 | -73.87% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 274,186 | 23,755 | 0.27% | 0.27% | 85 | -2,686 | -0.97% | Q1 2026 | Apr 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 271,605 | 23,531 | 2.44% | 2.5% | 86 | -14,499 | -5.07% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 267,513 | 23,181 | 0.03% | 0.03% | 87 | +22,139 | 9.02% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 267,021 | 23,134 | 0.18% | 0.24% | 88 | +24,767 | 10.22% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 265,292 | 22,984 | 4.19% | 3.65% | 89 | +24,930 | 10.37% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | New | 263,700 | 22,846 | 0.04% | — | 90 | +263,700 | New | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 258,460 | 22,392 | 3.39% | 3.07% | 91 | +18,490 | 7.71% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 255,566 | 22,142 | 0.17% | 0.28% | 92 | -205,611 | -44.58% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 253,588 | 21,970 | 0.01% | 0.01% | 93 | +43,626 | 20.78% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 243,903 | 21,131 | 0.28% | 0.28% | 94 | +6,241 | 2.63% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 241,717 | 21,051 | 0.04% | 0.04% | 95 | -136,195 | -36.04% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 240,385 | 20,827 | 0.1% | 0.0% | 96 | +238,007 | 10008.7% | Q1 2026 | May 14, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 234,427 | 20,310 | 11.83% | 11.83% | 97 | +492 | 0.21% | Q1 2026 | May 06, 2026 |
| Finley Financial, LLC | History | Added to | 229,382 | 19,873 | 9.3% | 8.06% | 98 | +21,473 | 10.33% | Q1 2026 | Apr 22, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 226,627 | 19,634 | 13.38% | 12.7% | 99 | +1,079 | 0.48% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 224,161 | 19,421 | 4.2% | 2.71% | 100 | +76,143 | 51.44% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 223,143 | 19,333 | 0.09% | 0.08% | 101 | +23,810 | 11.94% | Q1 2026 | Apr 24, 2026 |
| Goldstein Advisors, LLC | History | Added to | 223,071 | 19,326 | 2.15% | 1.95% | 102 | +20,332 | 10.03% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 217,851 | 18,874 | 0.09% | 0.01% | 103 | +185,276 | 568.77% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 214,544 | 18,588 | 0.15% | 0.15% | 104 | +4,973 | 2.37% | Q1 2026 | Apr 07, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 199,740 | 18,496 | 12.59% | 0.39% | 105 | +193,511 | 3106.61% | Q1 2026 | Apr 28, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 212,400 | 18,402 | 2.67% | 2.48% | 106 | +445 | 0.21% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 211,395 | 18,315 | 0.01% | 0.01% | 107 | +5,224 | 2.53% | Q1 2026 | May 13, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 210,797 | 18,263 | 9.07% | 8.64% | 108 | +7,029 | 3.45% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 208,217 | 18,039 | 0.2% | 0.23% | 109 | +7,107 | 3.53% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 206,663 | 17,905 | 6.25% | 10.41% | 110 | -161,882 | -43.92% | Q1 2026 | Apr 20, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 206,903 | 17,512 | 10.75% | 10.75% | 111 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 199,872 | 17,316 | 1.0% | 0.98% | 112 | -7,292 | -3.52% | Q1 2026 | Apr 20, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 199,360 | 17,272 | 8.68% | 8.11% | 113 | +16,071 | 8.77% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 198,551 | 17,202 | 2.41% | 2.47% | 114 | -20,677 | -9.43% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 185,764 | 16,094 | 2.23% | 2.22% | 115 | -1,874 | -1.0% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 184,470 | 15,982 | 1.9% | 1.8% | 116 | +7,529 | 4.26% | Q1 2026 | Apr 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 188,484 | 15,953 | 3.38% | 3.38% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 181,603 | 15,734 | 0.23% | 0.26% | 118 | -22,577 | -11.06% | Q1 2026 | Apr 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 180,736 | 15,659 | 0.1% | 0.12% | 119 | -36,920 | -16.96% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 179,929 | 15,589 | 5.72% | 5.28% | 120 | +10,471 | 6.18% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Reduced | 179,926 | 15,588 | 0.19% | 0.2% | 121 | -3,300 | -1.8% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 177,317 | 15,529 | 1.69% | 0.04% | 122 | +174,518 | 6235.01% | Q1 2026 | Apr 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 178,509 | 15,466 | 0.84% | 0.85% | 123 | -3,976 | -2.18% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 176,932 | 15,329 | 0.13% | 0.09% | 124 | +66,736 | 60.56% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 170,183 | 14,744 | 0.18% | 0.2% | 125 | -17,545 | -9.35% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 209,287 | 14,742 | 0.03% | 0.03% | 126 | -3,990 | -1.87% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | Reduced | 160,034 | 13,865 | 1.25% | 1.23% | 127 | -3,600 | -2.2% | Q1 2026 | May 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 158,448 | 13,727 | 0.54% | 0.51% | 128 | -1,050 | -0.66% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 162,053 | 13,716 | 0.24% | 0.24% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Designs Corp | History | Reduced | 157,872 | 13,678 | 7.61% | 7.58% | 130 | -154 | -0.1% | Q1 2026 | Apr 16, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 146,762 | 13,632 | 1.22% | 1.23% | 131 | -2,160 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 153,815 | 13,326 | 0.04% | 0.04% | 132 | +29,720 | 23.95% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 145,188 | 12,579 | 0.0% | 0.0% | 133 | +15,549 | 11.99% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 144,645 | 12,527 | 0.02% | 0.05% | 134 | -218,403 | -60.16% | Q1 2026 | May 01, 2026 |
| ES4, LLC | History | Reduced | 143,288 | 12,414 | 8.02% | 9.51% | 135 | -19,675 | -12.07% | Q1 2026 | Apr 29, 2026 |
| WealthCollab, LLC | History | Added to | 143,229 | 12,409 | 5.11% | 4.93% | 136 | +976 | 0.69% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 139,003 | 12,043 | 0.04% | 0.05% | 137 | -14,231 | -9.29% | Q1 2026 | Apr 24, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 138,323 | 11,984 | 1.32% | 1.24% | 138 | +2,867 | 2.12% | Q1 2026 | Apr 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 138,261 | 11,979 | 1.74% | 1.65% | 139 | +3,013 | 2.23% | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Reduced | 136,497 | 11,762 | 3.92% | 4.47% | 140 | -18,351 | -11.85% | Q1 2026 | May 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 132,437 | 11,474 | 5.04% | 5.1% | 141 | -130 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 130,778 | 11,330 | 0.22% | 0.16% | 142 | +36,712 | 39.03% | Q1 2026 | Apr 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 129,453 | 11,215 | 5.27% | 5.07% | 143 | +2,414 | 1.9% | Q1 2026 | May 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 129,029 | 11,179 | 2.45% | 2.36% | 144 | +2,178 | 1.72% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,885 | 11,166 | 0.02% | 0.02% | 145 | +3,602 | 2.88% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 126,426 | 10,953 | 4.18% | 2.92% | 146 | +41,621 | 49.08% | Q1 2026 | Apr 22, 2026 |
| FORBES J M & CO LLP | History | Added to | 125,474 | 10,871 | 0.92% | 0.84% | 147 | +2,527 | 2.06% | Q1 2026 | Apr 16, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 125,376 | 10,862 | 3.36% | 3.36% | 148 | -5,489 | -4.19% | Q1 2026 | Apr 20, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 123,818 | 10,727 | 2.57% | 2.36% | 149 | +9,037 | 7.87% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 122,187 | 10,586 | 0.07% | 0.06% | 150 | -1,541 | -1.25% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 119,863 | 10,384 | 0.04% | 0.04% | 151 | +2,052 | 1.74% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 119,442 | 10,348 | 0.04% | 0.08% | 152 | -116,297 | -49.33% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 119,138 | 10,322 | 0.58% | 0.57% | 153 | +62,210 | 109.28% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Reduced | 116,234 | 10,070 | 0.44% | 0.57% | 154 | -5,455 | -4.48% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Added to | 113,209 | 9,805 | 0.43% | 0.42% | 155 | +1,637 | 1.47% | Q1 2026 | May 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 112,942 | 9,785 | 2.01% | 1.93% | 156 | +158 | 0.14% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 108,820 | 9,428 | 0.0% | 0.0% | 157 | -26,741 | -19.73% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 106,208 | 9,201 | 0.1% | — | 158 | +106,208 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 99,548 | 9,079 | 0.16% | 0.2% | 159 | +50,174 | 101.62% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 104,388 | 9,044 | 0.31% | 0.32% | 160 | -7,517 | -6.72% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 103,071 | 9,030 | 0.09% | 0.09% | 161 | +6,800 | 7.06% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 104,141 | 9,022 | 0.01% | 0.01% | 162 | +16,433 | 18.74% | Q1 2026 | May 14, 2026 |
| CADINHA & CO LLC | History | Reduced | 103,402 | 8,958 | 1.67% | 2.81% | 163 | -111,418 | -51.87% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 101,280 | 8,774 | 0.1% | 0.1% | 164 | -4,200 | -3.98% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 100,817 | 8,734 | 0.02% | 0.02% | 165 | +22,791 | 29.21% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 100,254 | 8,686 | 0.23% | 0.31% | 166 | -14,122 | -12.35% | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 99,570 | 8,626 | 4.67% | 3.67% | 167 | +409 | 0.41% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 99,343 | 8,607 | 1.37% | 1.51% | 168 | +1,271 | 1.3% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 98,085 | 8,593 | 0.15% | 0.15% | 169 | -756 | -0.76% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 99,117 | 8,587 | 0.18% | 0.17% | 170 | +3,949 | 4.15% | Q1 2026 | May 15, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 99,031 | 8,580 | 4.57% | 4.58% | 171 | -1,510 | -1.5% | Q1 2026 | May 07, 2026 |
| DV EQUITIES, LLC | History | No change | 100,000 | 8,464 | 1.52% | 1.52% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newton One Investments LLC | History | Reduced | 95,556 | 8,278 | 2.25% | 2.48% | 173 | -3,661 | -3.69% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 92,552 | 8,018 | 0.35% | 0.11% | 174 | +64,517 | 230.13% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 94,715 | 8,017 | 0.05% | 0.05% | 175 | +13,856 | 17.14% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 92,477 | 8,012 | 0.1% | 0.11% | 176 | +2,695 | 3.0% | Q1 2026 | May 15, 2026 |
| SWMG, LLC | History | Reduced | 91,747 | 7,948 | 2.27% | 2.38% | 177 | -2,512 | -2.66% | Q1 2026 | Apr 24, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 91,239 | 7,904 | 0.05% | 0.05% | 178 | +14,496 | 18.89% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 91,223 | 7,903 | 0.1% | 0.11% | 179 | +960 | 1.06% | Q1 2026 | Apr 23, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 91,017 | 7,885 | 1.92% | 1.91% | 180 | -3,501 | -3.7% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 90,142 | 7,809 | 1.09% | 1.06% | 181 | +144 | 0.16% | Q1 2026 | Apr 24, 2026 |
| FC Advisory LLC | History | Reduced | 89,454 | 7,750 | 2.26% | 2.26% | 182 | -3,652 | -3.92% | Q1 2026 | Apr 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 88,481 | 7,665 | 1.04% | 1.05% | 183 | -1,765 | -1.96% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 88,350 | 7,654 | 0.42% | 0.42% | 184 | -191 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 87,259 | 7,560 | 0.2% | 0.25% | 185 | -17,138 | -16.42% | Q1 2026 | May 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 85,328 | 7,392 | 0.6% | 0.51% | 186 | +7,087 | 9.06% | Q1 2026 | Apr 15, 2026 |
| St. Louis Trust Co | History | Reduced | 84,316 | 7,305 | 0.85% | 0.83% | 187 | -1,608 | -1.87% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 80,038 | 6,934 | 0.45% | 0.44% | 188 | +78,673 | 5763.59% | Q1 2026 | Apr 28, 2026 |
| CFO4Life Group, LLC | History | Reduced | 79,901 | 6,922 | 1.06% | 0.97% | 189 | -468 | -0.58% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 79,884 | 6,921 | 0.1% | 0.05% | 190 | +35,531 | 80.11% | Q1 2026 | Apr 30, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 79,477 | 6,885 | 1.64% | 1.58% | 191 | -4,091 | -4.9% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 78,454 | 6,797 | 0.39% | 0.38% | 192 | +1,607 | 2.09% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 78,126 | 6,768 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 76,947 | 6,666 | 0.07% | 0.08% | 194 | -3,631 | -4.51% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 76,794 | 6,653 | 0.23% | 0.22% | 195 | +6,551 | 9.33% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 76,556 | 6,632 | 0.04% | 0.02% | 196 | +43,820 | 133.86% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 76,293 | 6,610 | 0.65% | 0.63% | 197 | +765 | 1.01% | Q1 2026 | May 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 76,115 | 6,594 | 2.63% | 2.42% | 198 | +5,057 | 7.12% | Q1 2026 | Apr 29, 2026 |
| Family Manage LLC | History | Reduced | 74,839 | 6,484 | 0.78% | 0.85% | 199 | -4,424 | -5.58% | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 73,821 | 6,465 | 1.19% | 0.09% | 200 | +67,780 | 1122.0% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 74,143 | 6,423 | 0.12% | 0.12% | 201 | +963 | 1.32% | Q1 2026 | May 11, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 73,523 | 6,370 | 5.54% | 2.85% | 202 | +35,544 | 93.59% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 75,212 | 6,365 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 72,590 | 6,289 | 0.37% | 0.36% | 204 | +717 | 1.0% | Q1 2026 | Apr 29, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 71,768 | 6,217 | 2.39% | 2.35% | 205 | -2,401 | -3.24% | Q1 2026 | May 12, 2026 |
| Alpha Financial Partners LLC | History | Added to | 71,751 | 6,216 | 3.68% | 3.69% | 206 | +247 | 0.35% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 71,098 | 6,159 | 0.01% | 0.01% | 207 | +24,429 | 52.35% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,598 | 6,116 | 0.01% | 0.0% | 208 | +70,052 | 12830.04% | Q1 2026 | May 01, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 68,387 | 5,925 | 0.04% | 0.09% | 209 | -78,610 | -53.48% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Reduced | 68,069 | 5,897 | 2.23% | 2.07% | 210 | -3,838 | -5.34% | Q1 2026 | May 07, 2026 |
| GuidedMoney, LLC | History | No change | 68,019 | 5,893 | 3.09% | 3.07% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 66,894 | 5,800 | 0.06% | 0.06% | 212 | -457 | -0.68% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 65,890 | 5,708 | 0.09% | 0.1% | 213 | +9,243 | 16.32% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 65,175 | 5,646 | 0.36% | 0.36% | 214 | -170 | -0.26% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | Reduced | 64,040 | 5,610 | 0.42% | 0.4% | 215 | -38 | -0.06% | Q1 2026 | Apr 27, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 63,764 | 5,524 | 5.35% | 6.31% | 216 | -10,711 | -14.38% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 63,758 | 5,523 | 0.02% | 0.01% | 217 | +40,720 | 176.75% | Q1 2026 | May 08, 2026 |
| Manuka Financial, LLC | History | Reduced | 63,521 | 5,503 | 3.4% | 3.41% | 218 | -1,334 | -2.06% | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 63,255 | 5,480 | 0.03% | 0.0% | 219 | +52,595 | 493.39% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 62,640 | 5,427 | 0.2% | 0.2% | 220 | -1,044 | -1.64% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Added to | 62,373 | 5,403 | 0.15% | 0.13% | 221 | +7,280 | 13.21% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 62,210 | 5,389 | 0.52% | 0.49% | 222 | -641 | -1.02% | Q1 2026 | May 06, 2026 |
| DAVIDSON TRUST CO | History | Added to | 61,732 | 5,348 | 2.31% | 2.05% | 223 | +3,523 | 6.05% | Q1 2026 | Apr 20, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 61,118 | 5,295 | 0.5% | 0.5% | 224 | -2,047 | -3.24% | Q1 2026 | Apr 02, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 60,776 | 5,265 | 0.91% | 0.88% | 225 | +1,256 | 2.11% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,149 | 5,211 | 0.01% | 0.01% | 226 | +5,910 | 10.9% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 59,787 | 5,179 | 0.11% | 0.09% | 227 | +3,768 | 6.73% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 59,081 | 5,118 | 1.77% | 1.74% | 228 | -424 | -0.71% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 57,930 | 5,019 | 0.03% | 0.03% | 229 | -39,945 | -40.81% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 57,533 | 4,984 | 0.3% | 0.3% | 230 | -1,439 | -2.44% | Q1 2026 | May 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 56,955 | 4,934 | 3.86% | 3.84% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 56,682 | 4,910 | 0.11% | 0.11% | 232 | +3,834 | 7.25% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 56,507 | 4,895 | 0.99% | — | 234 | +56,507 | New | Q1 2026 | Apr 22, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 56,499 | 4,895 | 0.41% | 0.39% | 233 | -441 | -0.77% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | Added to | 56,405 | 4,885 | 0.36% | 0.35% | 235 | +272 | 0.48% | Q1 2026 | May 05, 2026 |
| Edge Financial Advisors LLC | History | No change | 57,235 | 4,844 | 2.04% | 2.04% | 236 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 55,376 | 4,800 | 0.87% | 0.8% | 237 | +1,232 | 2.28% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 53,957 | 4,674 | 0.48% | 0.47% | 238 | +2,016 | 3.88% | Q1 2026 | May 06, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 49,486 | 4,664 | 5.17% | 4.51% | 239 | -6,754 | -12.01% | Q1 2026 | Apr 23, 2026 |
| Downshift Financial, LLC | History | Reduced | 50,567 | 4,642 | 2.4% | 3.04% | 240 | -4,856 | -8.76% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 52,738 | 4,569 | 0.02% | 0.03% | 241 | -510 | -0.96% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 52,637 | 4,560 | 0.38% | 0.4% | 242 | -1,014 | -1.89% | Q1 2026 | May 05, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 52,396 | 4,539 | 3.72% | 3.99% | 243 | +421 | 0.81% | Q1 2026 | May 05, 2026 |
| Park Place Capital Corp | History | Reduced | 51,756 | 4,484 | 0.9% | 0.92% | 244 | -508 | -0.97% | Q1 2026 | Apr 09, 2026 |
| Everest Management Corp. | History | No change | 51,676 | 4,477 | 2.27% | 2.44% | 245 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 51,658 | 4,475 | 3.36% | 3.47% | 246 | -2,317 | -4.29% | Q1 2026 | Apr 16, 2026 |
| Firestone Capital Management | History | Added to | 51,518 | 4,463 | 0.93% | 0.8% | 247 | +7,164 | 16.15% | Q1 2026 | May 08, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 51,022 | 4,420 | 0.66% | 0.62% | 248 | +2,891 | 6.01% | Q1 2026 | Apr 08, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 52,148 | 4,413 | 0.41% | 0.41% | 249 | -1,077 | -2.02% | Q1 2026 | May 13, 2026 |
| Advisory Resource Group | History | Reduced | 49,799 | 4,314 | 0.74% | 0.74% | 250 | -247 | -0.49% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 49,643 | 4,301 | 2.81% | 2.54% | 251 | +1,654 | 3.45% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 49,588 | 4,296 | 0.03% | 0.03% | 252 | +8,923 | 21.94% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 49,514 | 4,289 | 0.26% | 0.24% | 253 | +32 | 0.06% | Q1 2026 | May 13, 2026 |
| Shelter Mutual Insurance Co | History | Reduced | 48,818 | 4,226 | 0.94% | 0.96% | 254 | -1,962 | -3.86% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 48,372 | 4,191 | 0.8% | 0.79% | 255 | +2,014 | 4.34% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 47,955 | 4,154 | 0.16% | 0.08% | 256 | +39,355 | 457.62% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 47,778 | 4,139 | 0.03% | 0.03% | 257 | -2,368 | -4.72% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 47,608 | 4,124 | 0.25% | 0.25% | 258 | -2,617 | -5.21% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 47,276 | 4,096 | 0.21% | 0.2% | 259 | +2,895 | 6.52% | Q1 2026 | Apr 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 47,173 | 4,087 | 0.71% | 0.71% | 260 | +568 | 1.22% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Added to | 47,034 | 4,075 | 0.14% | 0.12% | 261 | +3,545 | 8.15% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 46,289 | 4,010 | 3.21% | 3.28% | 262 | -519 | -1.11% | Q1 2026 | May 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 46,267 | 4,009 | 0.95% | 0.84% | 263 | +3,621 | 8.49% | Q1 2026 | May 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 46,026 | 3,987 | 0.35% | 0.35% | 264 | -840 | -1.79% | Q1 2026 | May 12, 2026 |
| COFG Advisors, LLC | History | Added to | 45,126 | 3,909 | 0.97% | 0.68% | 266 | +12,585 | 38.67% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 45,121 | 3,909 | 0.05% | 0.04% | 265 | +8,767 | 24.12% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 44,883 | 3,888 | 0.01% | 0.0% | 267 | +32,466 | 261.46% | Q1 2026 | Apr 27, 2026 |
| Disciplina Capital Management LLC | History | No change | 44,760 | 3,878 | 0.41% | 0.43% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 44,730 | 3,875 | 0.0% | 0.0% | 269 | +13,830 | 44.76% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 44,548 | 3,859 | 0.52% | — | 270 | +44,548 | New | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 41,042 | 3,809 | 0.09% | 0.09% | 271 | -528 | -1.27% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,800 | 3,794 | 0.05% | 0.05% | 272 | +321 | 0.74% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 43,022 | 3,727 | 1.44% | 1.62% | 273 | +3,278 | 8.25% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 43,000 | 3,725 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | New | 42,632 | 3,693 | 0.11% | — | 276 | +42,632 | New | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 42,631 | 3,693 | 0.05% | 0.05% | 275 | -691 | -1.6% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 42,618 | 3,692 | 0.14% | 0.13% | 278 | +1,375 | 3.33% | Q1 2026 | May 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 42,618 | 3,692 | 1.06% | 0.99% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 42,525 | 3,684 | 0.39% | 0.38% | 279 | +981 | 2.36% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 42,297 | 3,664 | 0.24% | 0.13% | 280 | +18,527 | 77.94% | Q1 2026 | Apr 15, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 42,195 | 3,655 | 0.98% | 1.04% | 281 | -2,872 | -6.37% | Q1 2026 | May 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 41,854 | 3,626 | 0.3% | 0.3% | 282 | +299 | 0.72% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 41,685 | 3,611 | 0.18% | 0.16% | 283 | +2,228 | 5.65% | Q1 2026 | May 05, 2026 |
| Carnegie Investment Counsel | History | No change | 41,674 | 3,610 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | No change | 41,439 | 3,590 | 0.14% | 0.13% | 285 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 41,351 | 3,582 | 0.29% | 0.25% | 286 | +5,864 | 16.52% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 41,321 | 3,580 | 0.03% | 0.03% | 287 | -865 | -2.05% | Q1 2026 | May 08, 2026 |
| Olde Wealth Management, LLC | History | Added to | 40,771 | 3,532 | 1.12% | 1.06% | 288 | +140 | 0.34% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 40,696 | 3,525 | 0.1% | 0.09% | 289 | -2,144 | -5.0% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 40,447 | 3,504 | 0.3% | 0.32% | 290 | -4,284 | -9.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 40,289 | 3,490 | 0.0% | 0.0% | 291 | +2,272 | 5.98% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 39,711 | 3,441 | 0.44% | 0.46% | 292 | -2,061 | -4.93% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,585 | 3,429 | 0.0% | 0.0% | 293 | +14,179 | 55.81% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 39,505 | 3,422 | 0.18% | 0.18% | 294 | -8,409 | -17.55% | Q1 2026 | Apr 28, 2026 |
| Bellwether Advisors, LLC | History | Added to | 39,301 | 3,405 | 0.58% | 0.51% | 295 | +1,343 | 3.54% | Q1 2026 | May 12, 2026 |
| Abundance Wealth Counselors | History | Reduced | 39,091 | 3,386 | 0.49% | 0.57% | 296 | -484 | -1.22% | Q1 2026 | Apr 22, 2026 |
| Blue Edge Capital, LLC | History | No change | 39,937 | 3,380 | 0.45% | 0.45% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Main Street Research LLC | History | Added to | 38,583 | 3,342 | 0.19% | 0.15% | 298 | +7,010 | 22.2% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 38,561 | 3,340 | 0.52% | 0.53% | 299 | -265 | -0.68% | Q1 2026 | May 12, 2026 |
| Capital Developers, LLC | History | Reduced | 38,318 | 3,319 | 2.99% | 2.98% | 300 | -950 | -2.42% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 38,102 | 3,301 | 0.17% | 0.16% | 301 | +666 | 1.78% | Q1 2026 | Apr 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 37,833 | 3,277 | 0.33% | 0.32% | 302 | -784 | -2.03% | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 37,441 | 3,243 | 0.17% | 0.17% | 303 | +334 | 0.9% | Q1 2026 | Apr 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 37,378 | 3,238 | 0.24% | 0.24% | 304 | -140 | -0.37% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 36,968 | 3,202 | 0.18% | 0.21% | 305 | -3,807 | -9.34% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 36,800 | 3,188 | 0.0% | — | 306 | +36,800 | New | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 36,627 | 3,173 | 1.09% | 0.88% | 307 | +5,411 | 17.33% | Q1 2026 | May 04, 2026 |
| Single Point Partners, LLC | History | Added to | 189,515 | 3,169 | 0.63% | 0.58% | 308 | +155,003 | 449.13% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 36,570 | 3,168 | 0.01% | 0.01% | 309 | +14,437 | 65.23% | Q1 2026 | May 15, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 36,453 | 3,158 | 1.8% | 1.56% | 310 | +3,562 | 10.83% | Q1 2026 | Apr 09, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 36,336 | 3,148 | 0.93% | 0.97% | 311 | -855 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 36,265 | 3,142 | 0.69% | 0.63% | 313 | +2,545 | 7.55% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,266 | 3,142 | 0.12% | 0.12% | 312 | -2,372 | -6.14% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 35,560 | 3,080 | 0.21% | 0.2% | 314 | +371 | 1.05% | Q1 2026 | Apr 21, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 35,130 | 3,043 | 0.31% | 0.46% | 315 | -15,716 | -30.91% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 35,130 | 3,043 | 0.45% | 0.66% | 316 | -15,716 | -30.91% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,873 | 3,021 | 0.01% | 0.0% | 317 | +24,684 | 242.26% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 34,741 | 3,009 | 0.44% | 0.43% | 318 | +6,990 | 25.19% | Q1 2026 | Apr 27, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 34,724 | 3,008 | 0.36% | 0.35% | 319 | -658 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 34,645 | 3,001 | 0.04% | 0.04% | 320 | +1,079 | 3.21% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | No change | 34,350 | 2,976 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Group Ltd | History | Added to | 34,014 | 2,946 | 0.67% | 0.6% | 322 | +2,402 | 7.6% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,800 | 2,928 | 0.0% | 0.01% | 323 | -1,466,972 | -97.75% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 33,500 | 2,902 | 0.29% | 0.2% | 324 | +9,612 | 40.24% | Q1 2026 | May 07, 2026 |
| ADE, LLC | History | Reduced | 32,975 | 2,856 | 1.37% | 1.37% | 325 | -468 | -1.4% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | Added to | 32,490 | 2,814 | 0.03% | 0.02% | 326 | +359 | 1.12% | Q1 2026 | May 11, 2026 |
| Sharkey, Howes & Javer | History | Added to | 32,449 | 2,811 | 0.38% | 0.34% | 327 | +590 | 1.85% | Q1 2026 | Apr 08, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 32,334 | 2,801 | 0.7% | 0.72% | 328 | -1,000 | -3.0% | Q1 2026 | Apr 09, 2026 |
| Essex Financial Services, Inc. | History | Added to | 31,941 | 2,767 | 0.16% | 0.15% | 329 | +882 | 2.84% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 31,930 | 2,766 | 0.01% | 0.02% | 330 | -2,280 | -6.66% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 31,809 | 2,755 | 0.92% | 0.89% | 331 | +279 | 0.88% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 32,226 | 2,727 | 0.09% | 0.09% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 31,177 | 2,701 | 1.23% | 1.12% | 333 | +1,365 | 4.58% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 31,086 | 2,693 | 0.01% | 0.0% | 334 | +3,640 | 13.26% | Q1 2026 | May 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 30,818 | 2,670 | 2.02% | 2.0% | 335 | -134 | -0.43% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 30,779 | 2,666 | 1.15% | 1.01% | 336 | +4,451 | 16.91% | Q1 2026 | Apr 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 30,476 | 2,640 | 0.59% | 0.67% | 337 | -4,105 | -11.87% | Q1 2026 | Apr 02, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 30,460 | 2,639 | 0.04% | 0.04% | 338 | +3,209 | 11.78% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 30,438 | 2,637 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 31,100 | 2,632 | 0.2% | 0.2% | 340 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 30,088 | 2,606 | 0.32% | 0.33% | 341 | -170 | -0.56% | Q1 2026 | Apr 27, 2026 |
| ADVOCATE GROUP LLC | History | No change | 30,001 | 2,599 | 0.41% | 0.41% | 342 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clarius Group, LLC | History | No change | 30,704 | 2,598 | 0.15% | 0.15% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Klingman & Associates, LLC | History | Reduced | 29,919 | 2,592 | 0.12% | 0.12% | 344 | -67 | -0.22% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 29,694 | 2,572 | 0.01% | 0.01% | 345 | -235 | -0.79% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 29,561 | 2,561 | 0.28% | 0.65% | 346 | -39,160 | -56.98% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,547 | 2,559 | 0.23% | 0.28% | 347 | +646 | 2.24% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 29,194 | 2,529 | 0.07% | 0.06% | 348 | +722 | 2.54% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 29,063 | 2,518 | 2.09% | — | 349 | +29,063 | New | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | Reduced | 28,832 | 2,498 | 0.08% | 0.08% | 350 | -260 | -0.89% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 28,654 | 2,482 | 0.2% | 0.18% | 351 | +2,163 | 8.17% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | No change | 28,278 | 2,477 | 1.85% | 1.8% | 352 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,433 | 2,463 | 0.01% | 0.01% | 353 | +988 | 3.6% | Q1 2026 | May 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 28,191 | 2,442 | 0.3% | 0.32% | 354 | -2,070 | -6.84% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 28,020 | 2,427 | 0.0% | 0.0% | 355 | +14,287 | 104.03% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 28,020 | 2,427 | 0.35% | 0.32% | 356 | +1,250 | 4.67% | Q1 2026 | Apr 20, 2026 |
| Carr Financial Group Corp | History | Reduced | 27,589 | 2,390 | 0.63% | 0.63% | 357 | -448 | -1.6% | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 27,170 | 2,354 | 0.31% | 0.29% | 358 | -1,800 | -6.21% | Q1 2026 | Apr 10, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 26,922 | 2,332 | 1.02% | 0.96% | 359 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 26,708 | 2,314 | 0.65% | 0.66% | 360 | -471 | -1.73% | Q1 2026 | Apr 16, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 26,263 | 2,275 | 0.24% | — | 361 | +26,263 | New | Q1 2026 | Apr 29, 2026 |
| Rede Wealth, LLC | History | Reduced | 26,232 | 2,272 | 0.82% | 0.86% | 362 | -3,021 | -10.33% | Q1 2026 | Apr 10, 2026 |
| Element Wealth, LLC | History | Added to | 26,115 | 2,262 | 0.93% | 0.87% | 363 | +1,134 | 4.54% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 26,006 | 2,253 | 0.18% | 0.17% | 364 | +1,165 | 4.69% | Q1 2026 | Apr 16, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 25,641 | 2,221 | 0.24% | 0.22% | 365 | -11 | -0.04% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 25,231 | 2,186 | 0.01% | 0.01% | 366 | +10,130 | 67.08% | Q1 2026 | May 15, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 24,957 | 2,162 | 0.06% | 0.05% | 367 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,934 | 2,160 | 0.04% | 0.03% | 368 | +3,673 | 17.28% | Q1 2026 | May 18, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 24,685 | 2,138 | 0.09% | 0.1% | 369 | -2,047 | -7.66% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 24,633 | 2,134 | 0.02% | 0.02% | 370 | +375 | 1.55% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | New | 24,386 | 2,112 | 0.24% | — | 371 | +24,386 | New | Q1 2026 | Apr 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 24,323 | 2,107 | 0.59% | 0.55% | 372 | +1,248 | 5.41% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 24,152 | 2,092 | 0.01% | 0.01% | 373 | +949 | 4.09% | Q1 2026 | May 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 23,815 | 2,063 | 0.2% | 0.2% | 374 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,791 | 2,061 | 0.7% | 0.73% | 375 | -351 | -1.45% | Q1 2026 | May 08, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 23,756 | 2,058 | 0.33% | 0.38% | 378 | -333 | -1.38% | Q1 2026 | Apr 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 23,764 | 2,058 | 0.17% | 0.17% | 376 | +46 | 0.19% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | No change | 23,759 | 2,058 | 0.1% | 0.1% | 377 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,562 | 2,041 | 0.07% | 0.03% | 379 | +4,762 | 25.33% | Q1 2026 | Apr 23, 2026 |
| VICUS CAPITAL | History | Added to | 23,363 | 2,024 | 0.15% | 0.14% | 380 | +2,035 | 9.54% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 23,309 | 2,019 | 0.82% | 0.63% | 381 | +4,446 | 23.57% | Q1 2026 | Apr 24, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 23,225 | 2,012 | 0.12% | 0.14% | 382 | -891 | -3.69% | Q1 2026 | Apr 28, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 23,186 | 2,008 | 1.68% | 2.51% | 383 | -8,604 | -27.07% | Q1 2026 | Apr 13, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 22,690 | 1,965 | 0.2% | 0.24% | 384 | -4,358 | -16.11% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | Added to | 22,109 | 1,915 | 0.01% | 0.03% | 385 | +288 | 1.32% | Q1 2026 | May 14, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 22,091 | 1,913 | 0.8% | 0.91% | 386 | -3,515 | -13.73% | Q1 2026 | May 13, 2026 |
| Legacy Bridge, LLC | History | Added to | 21,933 | 1,900 | 0.72% | 0.59% | 387 | +4,614 | 26.64% | Q1 2026 | May 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 21,829 | 1,891 | 0.4% | 0.39% | 388 | +531 | 2.49% | Q1 2026 | Apr 10, 2026 |
| MA Private Wealth | History | Reduced | 21,756 | 1,884 | 0.32% | 0.33% | 389 | -1,362 | -5.89% | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 21,492 | 1,862 | 1.73% | — | 391 | +21,492 | New | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 22,001 | 1,862 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,440 | 1,857 | 0.0% | 0.0% | 392 | +207 | 0.97% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 21,916 | 1,854 | 0.12% | 0.12% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verum Partners LLC | History | Reduced | 21,387 | 1,852 | 0.35% | 0.37% | 394 | -478 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 21,323 | 1,847 | 0.27% | 0.24% | 395 | +299 | 1.42% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 21,258 | 1,841 | 0.35% | 0.4% | 396 | -746 | -3.39% | Q1 2026 | Apr 20, 2026 |
| Arlington Trust Co LLC | History | Reduced | 21,247 | 1,840 | 0.16% | 0.18% | 397 | -172 | -0.8% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 21,186 | 1,835 | 0.07% | 0.06% | 398 | +467 | 2.25% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 20,744 | 1,797 | 0.14% | 0.09% | 399 | +9,367 | 82.33% | Q1 2026 | Apr 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 20,654 | 1,789 | 0.62% | 0.62% | 400 | +228 | 1.12% | Q1 2026 | Apr 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 20,576 | 1,782 | 0.12% | 0.12% | 401 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 20,501 | 1,776 | 0.46% | 0.47% | 402 | +385 | 1.91% | Q1 2026 | May 01, 2026 |
| GSG Advisors LLC | History | Added to | 20,305 | 1,759 | 0.46% | 0.38% | 403 | +2,719 | 15.46% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 20,234 | 1,753 | 0.58% | 0.62% | 404 | -68 | -0.33% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 20,036 | 1,735 | 0.76% | 0.7% | 405 | +989 | 5.19% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 19,658 | 1,703 | 0.15% | — | 406 | +19,658 | New | Q1 2026 | Apr 08, 2026 |
| High Probability Advisors, LLC | History | Reduced | 19,497 | 1,689 | 0.22% | 0.22% | 407 | -255 | -1.29% | Q1 2026 | Apr 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 17,860 | 1,662 | 0.23% | 0.26% | 408 | +1,525 | 9.34% | Q1 2026 | May 11, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 19,100 | 1,654 | 1.56% | 1.67% | 409 | -663 | -3.35% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 19,035 | 1,649 | 0.01% | — | 411 | +19,035 | New | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 19,037 | 1,649 | 0.43% | 0.41% | 410 | +122 | 0.64% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 19,029 | 1,648 | 0.08% | 0.04% | 412 | +8,546 | 81.52% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 18,845 | 1,632 | 0.18% | 0.15% | 413 | +1,507 | 8.69% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Added to | 18,698 | 1,619 | 0.07% | 0.07% | 414 | +1,095 | 6.22% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,664 | 1,617 | 0.04% | 0.04% | 415 | +671 | 3.73% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,649 | 1,615 | 0.03% | 0.03% | 416 | -353 | -1.86% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,631 | 1,614 | 0.12% | 0.13% | 417 | +185 | 1.0% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,161 | 1,573 | 0.03% | 0.02% | 418 | +5,495 | 43.38% | Q1 2026 | May 14, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 18,131 | 1,570 | 0.64% | 1.18% | 419 | -14,325 | -44.14% | Q1 2026 | May 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 18,427 | 1,559 | 0.14% | 0.14% | 420 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,845 | 1,546 | 0.19% | 0.18% | 422 | +773 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 17,844 | 1,546 | 0.19% | 0.19% | 421 | -35 | -0.2% | Q1 2026 | Apr 30, 2026 |
| Roundview Capital LLC | History | Added to | 17,738 | 1,536 | 0.1% | 0.09% | 423 | +430 | 2.48% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 17,696 | 1,533 | 0.08% | 0.07% | 424 | -1,716 | -8.84% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 17,682 | 1,531 | 0.17% | 0.16% | 425 | +42 | 0.24% | Q1 2026 | May 01, 2026 |
| Gainplan LLC | History | New | 17,255 | 1,494 | 1.12% | — | 426 | +17,255 | New | Q1 2026 | Apr 08, 2026 |
| Rothschild Wealth LLC | History | Added to | 17,206 | 1,490 | 0.13% | 0.1% | 427 | +4,562 | 36.08% | Q1 2026 | May 06, 2026 |
| Burk Holdings LLC | History | No change | 17,207 | 1,490 | 0.64% | 0.69% | 428 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | Reduced | 16,665 | 1,443 | 0.21% | 0.21% | 429 | -360 | -2.11% | Q1 2026 | May 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 16,529 | 1,432 | 0.22% | 0.19% | 430 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 16,294 | 1,411 | 0.48% | 0.41% | 431 | -1,701 | -9.45% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 16,271 | 1,409 | 0.03% | 0.03% | 432 | -587 | -3.48% | Q1 2026 | May 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 14,981 | 1,406 | 0.37% | 0.38% | 433 | -172 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Canopy Partners, LLC | History | No change | 16,185 | 1,402 | 0.48% | 0.45% | 434 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 16,056 | 1,391 | 0.01% | 0.01% | 435 | +686 | 4.46% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,918 | 1,379 | 0.02% | 0.01% | 436 | +12,723 | 398.22% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 15,926 | 1,379 | 0.03% | 0.02% | 437 | +5,166 | 48.01% | Q1 2026 | Apr 17, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 16,002 | 1,354 | 1.3% | 1.3% | 438 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,546 | 1,346 | 0.05% | 0.06% | 439 | +737 | 4.98% | Q1 2026 | May 19, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 15,506 | 1,343 | 0.3% | 0.27% | 440 | +1,905 | 14.01% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,275 | 1,323 | 0.03% | 0.03% | 441 | -119 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | Reduced | 15,022 | 1,301 | 0.12% | 0.16% | 443 | -3,271 | -17.88% | Q1 2026 | Apr 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 15,019 | 1,301 | 1.14% | 1.15% | 442 | -116 | -0.77% | Q1 2026 | May 06, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 14,686 | 1,272 | 0.09% | 0.08% | 444 | -662 | -4.31% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 14,624 | 1,267 | 0.03% | 0.03% | 445 | -108 | -0.73% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 14,592 | 1,264 | 0.09% | 0.07% | 446 | +1,063 | 7.86% | Q1 2026 | May 20, 2026 |
| Byrne Asset Management LLC | History | Reduced | 14,594 | 1,264 | 0.74% | 0.68% | 447 | -17 | -0.12% | Q1 2026 | Apr 02, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 13,444 | 1,253 | 0.52% | 0.57% | 448 | -263 | -1.92% | Q1 2026 | May 04, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 14,434 | 1,250 | 0.37% | 0.36% | 449 | +231 | 1.63% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | Added to | 14,416 | 1,249 | 0.03% | 0.02% | 450 | +1,603 | 12.51% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 14,198 | 1,230 | 0.16% | 0.16% | 451 | +920 | 6.93% | Q1 2026 | Apr 20, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 13,095 | 1,211 | 0.4% | 0.37% | 452 | +178 | 1.38% | Q1 2026 | Apr 28, 2026 |
| Note Advisors, LLC | History | No change | 13,856 | 1,200 | 0.6% | 0.63% | 453 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 13,797 | 1,195 | 0.51% | 1.29% | 454 | -21,944 | -61.4% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,582 | 1,176 | 0.02% | 0.03% | 455 | -808 | -5.62% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 13,500 | 1,169 | 0.09% | 0.11% | 456 | -567 | -4.03% | Q1 2026 | May 19, 2026 |
| Financial Alternatives, Inc | History | Reduced | 13,491 | 1,168 | 0.63% | 0.68% | 457 | -331 | -2.39% | Q1 2026 | May 01, 2026 |
| Pacific Point Advisors, LLC | History | New | 13,480 | 1,167 | 0.62% | — | 458 | +13,480 | New | Q1 2026 | May 04, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 13,447 | 1,165 | 0.61% | 1.05% | 459 | -10,159 | -43.04% | Q1 2026 | Apr 21, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 13,325 | 1,154 | 0.4% | 0.41% | 460 | +1,210 | 9.99% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,235 | 1,147 | 0.03% | 0.03% | 461 | -321 | -2.37% | Q1 2026 | Apr 21, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 13,234 | 1,146 | 0.03% | 0.03% | 462 | +872 | 7.05% | Q1 2026 | May 07, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 13,606 | 1,139 | 0.97% | 0.69% | 463 | +4,058 | 42.5% | Q1 2026 | Apr 27, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 13,057 | 1,131 | 0.21% | 0.2% | 464 | +188 | 1.46% | Q1 2026 | May 01, 2026 |
| Leo H. Evart, Inc. | History | New | 12,981 | 1,124 | 0.96% | — | 465 | +12,981 | New | Q1 2026 | May 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 12,810 | 1,109 | 0.37% | 0.35% | 466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GenTrust, LLC | History | Reduced | 12,553 | 1,087 | 0.05% | 0.05% | 467 | -61 | -0.48% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 12,500 | 1,083 | 0.0% | — | 468 | +12,500 | New | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 12,399 | 1,074 | 0.16% | 0.16% | 469 | +7 | 0.06% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 12,366 | 1,071 | 0.05% | 0.02% | 470 | +7,984 | 182.2% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 12,359 | 1,070 | 0.05% | 0.03% | 471 | +3,571 | 40.63% | Q1 2026 | Apr 21, 2026 |
| Columbia River Financial Group, LLC | History | No change | 12,338 | 1,069 | 0.62% | 0.64% | 472 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | No change | 12,328 | 1,068 | 0.1% | 0.1% | 473 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RKL Wealth Management LLC | History | Reduced | 12,307 | 1,066 | 0.1% | 0.09% | 474 | -865 | -6.57% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,275 | 1,063 | 0.02% | 0.04% | 475 | -8,886 | -41.99% | Q1 2026 | May 01, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 12,262 | 1,062 | 0.82% | 0.82% | 477 | -833 | -6.36% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,262 | 1,062 | 0.02% | 0.02% | 476 | +271 | 2.26% | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Reduced | 12,232 | 1,059 | 0.08% | 0.08% | 478 | -430 | -3.4% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,009 | 1,040 | 0.02% | 0.02% | 479 | -492 | -3.94% | Q1 2026 | Apr 14, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 11,965 | 1,036 | 0.72% | 0.74% | 480 | -50 | -0.42% | Q1 2026 | Apr 16, 2026 |
| MAYPORT, LLC | History | Added to | 11,908 | 1,031 | 0.19% | 0.18% | 481 | +1,632 | 15.88% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Added to | 11,806 | 1,022 | 0.19% | 0.17% | 482 | +1,361 | 13.03% | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | No change | 11,787 | 1,021 | 0.2% | 0.21% | 483 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 11,779 | 1,020 | 0.89% | 0.89% | 484 | -87 | -0.73% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 11,765 | 1,019 | 0.03% | 0.03% | 485 | +510 | 4.53% | Q1 2026 | Apr 22, 2026 |
| Hilltop Partners LLC | History | Reduced | 11,717 | 1,015 | 0.26% | 0.26% | 486 | -186 | -1.56% | Q1 2026 | May 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 11,700 | 1,013 | 0.02% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,688 | 1,012 | 0.02% | 0.02% | 488 | -2,528 | -17.78% | Q1 2026 | May 05, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 11,680 | 1,011 | 0.69% | 0.68% | 489 | -326 | -2.72% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Reduced | 11,663 | 1,010 | 0.02% | 0.02% | 490 | -221 | -1.86% | Q1 2026 | May 15, 2026 |
| Life Planning Partners, Inc | History | Reduced | 11,669 | 1,010 | 0.77% | 0.76% | 491 | -30 | -0.26% | Q1 2026 | Apr 28, 2026 |
| PW Nova Financial Services LLC | History | Added to | 11,574 | 1,002 | 0.25% | 0.14% | 492 | +7,373 | 175.51% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,682 | 994 | 0.05% | 0.04% | 493 | +1,253 | 12.01% | Q1 2026 | Apr 28, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 11,377 | 985 | 0.16% | 0.19% | 494 | -3,731 | -24.7% | Q1 2026 | May 04, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 11,227 | 972 | 0.34% | 0.36% | 495 | -320 | -2.77% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 10,594 | 967 | 0.03% | 0.03% | 496 | +22 | 0.21% | Q1 2026 | Apr 09, 2026 |
| VERITY Wealth Advisors | History | Added to | 11,144 | 965 | 0.64% | 0.57% | 497 | +258 | 2.37% | Q1 2026 | Apr 09, 2026 |
| Lido Advisors, LLC | History | New | 11,079 | 959 | 0.0% | — | 498 | +11,079 | New | Q1 2026 | May 13, 2026 |
| GKV Capital Management Co., Inc. | History | Reduced | 11,036 | 956 | 0.36% | 0.38% | 499 | -1,070 | -8.84% | Q1 2026 | May 21, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 11,028 | 955 | 0.56% | 0.56% | 500 | +154 | 1.42% | Q1 2026 | Apr 23, 2026 |
| HORAN Wealth, LLC | History | No change | 11,133 | 942 | 0.09% | 0.14% | 501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 10,787 | 934 | 0.6% | 0.55% | 503 | +152 | 1.43% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | No change | 10,781 | 934 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 10,700 | 927 | 0.12% | 0.13% | 504 | +243 | 2.32% | Q1 2026 | May 11, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 10,692 | 926 | 0.91% | 0.87% | 505 | +803 | 8.12% | Q1 2026 | May 22, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 10,643 | 922 | 0.06% | 0.05% | 506 | +2,160 | 25.46% | Q1 2026 | May 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 10,610 | 919 | 0.36% | 0.25% | 507 | -1,235 | -10.43% | Q1 2026 | May 06, 2026 |
| SWS Partners | History | Reduced | 10,607 | 918 | 0.23% | 0.22% | 508 | -182 | -1.69% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 10,489 | 908 | 0.03% | 0.03% | 509 | +42 | 0.4% | Q1 2026 | May 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 10,226 | 885 | 0.15% | 0.15% | 511 | +358 | 3.63% | Q1 2026 | Apr 15, 2026 |
| Financial Council, LLC | History | Added to | 10,224 | 885 | 0.34% | 0.34% | 510 | +51 | 0.5% | Q1 2026 | Apr 21, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 10,178 | 881 | 0.11% | 0.12% | 512 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | No change | 10,137 | 878 | 0.63% | 0.63% | 513 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 10,095 | 874 | 0.14% | 0.12% | 514 | +887 | 9.63% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 10,087 | 873 | 0.05% | 0.05% | 515 | +385 | 3.97% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 10,063 | 871 | 0.11% | 0.11% | 516 | -676 | -6.29% | Q1 2026 | Apr 08, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 866 | 0.04% | 0.04% | 517 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Squire Investment Management Company, LLC | History | No change | 9,995 | 865 | 0.24% | 0.26% | 518 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 9,865 | 854 | 0.24% | 0.22% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 9,831 | 851 | 0.0% | 0.0% | 520 | +910 | 10.2% | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 9,515 | 834 | 0.14% | 0.13% | 521 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Adams Wealth Management | History | Added to | 9,611 | 832 | 0.18% | 0.17% | 522 | +34 | 0.36% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 9,611 | 832 | 0.16% | 0.15% | 523 | +34 | 0.36% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 8,799 | 829 | 0.06% | 0.06% | 524 | -701 | -7.38% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,556 | 827 | 0.01% | 0.01% | 525 | +761 | 8.65% | Q1 2026 | Apr 20, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 9,514 | 824 | 0.15% | 0.12% | 526 | +1,649 | 20.97% | Q1 2026 | May 11, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 9,417 | 815 | 0.65% | 1.86% | 527 | -25,640 | -73.14% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Added to | 9,363 | 811 | 0.08% | 0.06% | 528 | +1,960 | 26.48% | Q1 2026 | May 11, 2026 |
| Clare Market Investments LLC | History | New | 9,355 | 810 | 0.17% | — | 529 | +9,355 | New | Q1 2026 | Apr 29, 2026 |
| Platform Wealth Management, LLC | History | No change | 9,554 | 808 | 0.21% | 0.21% | 530 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Naviter Wealth, LLC | History | New | 9,312 | 806 | 0.1% | — | 531 | +9,312 | New | Q1 2026 | Apr 10, 2026 |
| Snider Financial Group | History | Added to | 9,295 | 805 | 0.24% | 0.2% | 532 | +216 | 2.38% | Q1 2026 | Apr 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 9,271 | 803 | 0.51% | 2.74% | 533 | -47,920 | -83.79% | Q1 2026 | Apr 21, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 9,161 | 793 | 0.31% | 0.3% | 534 | +103 | 1.14% | Q1 2026 | May 04, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 8,927 | 773 | 0.24% | 0.1% | 535 | +5,274 | 144.37% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 8,373 | 763 | 0.05% | 0.05% | 537 | -1,321 | -13.63% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | No change | 8,817 | 763 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 8,793 | 761 | 0.21% | 0.35% | 538 | -5,724 | -39.43% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,974 | 759 | 0.04% | 0.04% | 539 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 8,730 | 756 | 0.23% | 0.15% | 540 | +2,801 | 47.24% | Q1 2026 | Apr 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 8,590 | 744 | 0.26% | 0.21% | 541 | +656 | 8.27% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,461 | 733 | 0.07% | 0.06% | 542 | -107 | -1.25% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,383 | 726 | 0.04% | 0.04% | 543 | -195 | -2.27% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 8,355 | 723 | 0.23% | 0.24% | 544 | +73 | 0.88% | Q1 2026 | Apr 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 8,233 | 713 | 0.15% | 0.15% | 545 | -66 | -0.8% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 8,416 | 712 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 8,148 | 705 | 0.16% | 0.17% | 547 | -32 | -0.39% | Q1 2026 | Apr 08, 2026 |
| Fisher Asset Management, LLC | History | New | 8,074 | 699 | 0.0% | — | 549 | +8,074 | New | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Reduced | 8,074 | 699 | 0.07% | 0.08% | 548 | -128 | -1.56% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | No change | 8,041 | 696 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | New | 7,586 | 693 | 0.2% | — | 551 | +7,586 | New | Q1 2026 | May 01, 2026 |
| UNIQUE WEALTH, LLC | History | New | 7,965 | 690 | 0.1% | — | 552 | +7,965 | New | Q1 2026 | Apr 21, 2026 |
| Clearstead Trust, LLC | History | Added to | 7,953 | 689 | 0.11% | 0.05% | 553 | +4,044 | 103.45% | Q1 2026 | May 06, 2026 |
| Investment Advisory Group, LLC | History | Added to | 7,948 | 688 | 0.17% | 0.17% | 554 | +242 | 3.14% | Q1 2026 | Apr 22, 2026 |
| Biltmore Family Office, LLC | History | No change | 7,908 | 685 | 0.1% | 0.09% | 555 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 7,879 | 682 | 0.7% | 0.56% | 556 | +1,420 | 21.98% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,791 | 674 | 0.02% | 0.02% | 557 | +57 | 0.74% | Q1 2026 | May 04, 2026 |
| Aspect Partners, LLC | History | Added to | 7,768 | 673 | 0.28% | 0.28% | 558 | +73 | 0.95% | Q1 2026 | Apr 02, 2026 |
| Essential Planning, LLC. | History | Reduced | 7,723 | 669 | 0.21% | 0.23% | 559 | -974 | -11.2% | Q1 2026 | Apr 22, 2026 |
| Cassilly Financial Group LLC | History | No change | 7,733 | 669 | 0.58% | 0.58% | 560 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sara-Bay Financial | History | Added to | 7,664 | 664 | 0.2% | 0.19% | 561 | +90 | 1.19% | Q1 2026 | Apr 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 7,613 | 659 | 0.03% | 0.03% | 562 | +13 | 0.17% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,563 | 655 | 0.01% | 0.01% | 563 | -2,262 | -23.02% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 7,712 | 652 | 0.1% | 0.1% | 564 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,447 | 645 | 0.01% | 0.01% | 565 | +858 | 13.02% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 7,376 | 639 | 0.07% | 0.07% | 566 | +161 | 2.23% | Q1 2026 | May 12, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 7,370 | 638 | 0.43% | 0.44% | 567 | -602 | -7.55% | Q1 2026 | Apr 21, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 7,274 | 630 | 0.05% | 0.05% | 568 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 7,233 | 626 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KDT Advisors, LLC | History | Reduced | 7,215 | 625 | 1.0% | 0.86% | 570 | -5 | -0.07% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,213 | 624 | 0.19% | 0.19% | 571 | -26 | -0.36% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,124 | 617 | 0.02% | 0.02% | 572 | +167 | 2.4% | Q1 2026 | May 12, 2026 |
| DMC Group, LLC | History | Reduced | 7,121 | 616 | 0.42% | 0.45% | 573 | -783 | -9.91% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,106 | 615 | 0.02% | 0.02% | 574 | +206 | 2.99% | Q1 2026 | Apr 07, 2026 |
| Legacy Advisors, LLC | History | New | 7,095 | 614 | 0.07% | — | 575 | +7,095 | New | Q1 2026 | May 05, 2026 |
| Greenline Partners, LLC | History | Reduced | 7,085 | 613 | 0.07% | 0.09% | 576 | -2,355 | -24.95% | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 7,065 | 612 | 0.48% | 0.5% | 579 | -292 | -3.97% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,073 | 612 | 0.07% | 0.07% | 578 | +153 | 2.21% | Q1 2026 | Apr 23, 2026 |
| TRUEFG, LLC | History | Reduced | 7,069 | 612 | 0.16% | 0.16% | 577 | -52 | -0.73% | Q1 2026 | Apr 22, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 6,868 | 595 | 0.41% | 0.41% | 580 | -1 | -0.01% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,777 | 587 | 0.01% | 0.01% | 581 | +190 | 2.88% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 6,753 | 585 | 0.03% | 0.04% | 582 | -760 | -10.12% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 6,740 | 583 | 0.14% | 0.13% | 583 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,715 | 581 | 0.01% | — | 584 | +6,715 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 6,691 | 579 | 0.02% | 0.04% | 585 | -9,391 | -58.39% | Q1 2026 | May 13, 2026 |
| Karras Company, Inc. | History | Added to | 6,662 | 577 | 0.59% | 0.53% | 586 | +250 | 3.9% | Q1 2026 | Apr 06, 2026 |
| Sound Stewardship, LLC | History | Reduced | 6,653 | 576 | 0.26% | 0.27% | 587 | -74 | -1.1% | Q1 2026 | Apr 10, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 6,550 | 567 | 0.04% | 0.05% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,526 | 565 | 0.04% | 0.04% | 589 | +103 | 1.6% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 6,516 | 564 | 0.17% | 0.16% | 590 | +141 | 2.21% | Q1 2026 | Apr 20, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 6,368 | 551 | 0.17% | 0.16% | 591 | -99 | -1.53% | Q1 2026 | Apr 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,337 | 549 | 0.04% | 0.04% | 592 | -327 | -4.91% | Q1 2026 | Apr 17, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Reduced | 6,336 | 548 | 0.1% | 0.1% | 593 | -426 | -6.3% | Q1 2026 | Apr 10, 2026 |
| Selective Wealth Management, Inc. | History | New | 5,930 | 540 | 0.16% | — | 595 | +5,930 | New | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 6,244 | 540 | 0.02% | 0.02% | 594 | -138 | -2.16% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,186 | 535 | 0.03% | 0.03% | 596 | -342 | -5.24% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,168 | 534 | 0.02% | 0.02% | 597 | +205 | 3.44% | Q1 2026 | May 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 5,732 | 531 | 0.15% | — | 598 | +5,732 | New | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | New | 6,099 | 528 | 0.0% | — | 600 | +6,099 | New | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 6,100 | 528 | 0.0% | 0.0% | 599 | +2,000 | 48.78% | Q1 2026 | May 14, 2026 |
| STAR Financial Bank | History | New | 6,087 | 527 | 0.25% | — | 601 | +6,087 | New | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,069 | 525 | 0.02% | — | 602 | +6,069 | New | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 6,053 | 524 | 0.01% | 0.01% | 605 | -3,357 | -35.67% | Q1 2026 | May 11, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 6,056 | 524 | 0.15% | 0.11% | 603 | +1,577 | 35.21% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,052 | 524 | 0.01% | 0.01% | 604 | +445 | 7.94% | Q1 2026 | May 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 6,020 | 521 | 0.23% | 0.25% | 606 | -327 | -5.15% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,009 | 520 | 0.01% | 0.01% | 607 | +528 | 9.63% | Q1 2026 | Apr 07, 2026 |
| Aegis Wealth Management LLC | History | No change | 6,000 | 519 | 0.3% | 0.29% | 608 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 5,392 | 517 | 0.49% | 0.63% | 609 | -50 | -0.92% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 5,957 | 516 | 0.34% | 0.3% | 610 | +334 | 5.94% | Q1 2026 | May 11, 2026 |
| SFAM, LLC | History | No change | 5,936 | 514 | 0.48% | 0.46% | 611 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,900 | 511 | 0.03% | 0.02% | 612 | +500 | 9.26% | Q1 2026 | Apr 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 5,884 | 509 | 0.03% | 0.03% | 613 | +17 | 0.29% | Q1 2026 | May 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,860 | 507 | 0.07% | 0.07% | 614 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Glenview Trust Co | History | Reduced | 5,794 | 501 | 0.01% | 0.01% | 615 | -166 | -2.79% | Q1 2026 | May 08, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 5,976 | 500 | 0.03% | 0.02% | 616 | +705 | 13.38% | Q1 2026 | May 14, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 5,779 | 500 | 0.51% | 0.56% | 617 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fairway Wealth LLC | History | No change | 5,766 | 499 | 0.13% | 0.13% | 618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 5,729 | 496 | 0.03% | 0.03% | 619 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,285 | 492 | 0.04% | 0.04% | 620 | -214 | -3.89% | Q1 2026 | May 01, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,658 | 490 | 0.17% | 0.17% | 621 | -30 | -0.53% | Q1 2026 | Apr 08, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 5,627 | 487 | 0.01% | 0.01% | 622 | +2,695 | 91.92% | Q1 2026 | Apr 16, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 5,622 | 487 | 0.08% | 0.07% | 623 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,558 | 481 | 0.02% | 0.02% | 624 | -354 | -5.99% | Q1 2026 | May 08, 2026 |
| Wise Wealth Partners | History | No change | 5,544 | 480 | 0.65% | 0.67% | 625 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 5,042 | 477 | 0.3% | 0.33% | 626 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | New | 5,496 | 476 | 0.06% | — | 627 | +5,496 | New | Q1 2026 | May 12, 2026 |
| Private Capital Management, LLC | History | Added to | 5,489 | 475 | 0.05% | 0.04% | 628 | +635 | 13.08% | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 5,489 | 475 | 0.13% | 0.13% | 629 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Group, LLC | History | No change | 5,482 | 474 | 0.11% | 0.11% | 630 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Westmount Partners, LLC | History | No change | 5,449 | 472 | 0.12% | 0.11% | 631 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 5,439 | 471 | 0.26% | 0.25% | 632 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 5,445 | 471 | 0.16% | 0.16% | 633 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NOVUS ADVISORS, LLC | History | New | 5,428 | 470 | 1.05% | — | 634 | +5,428 | New | Q1 2026 | Apr 27, 2026 |
| MBL Wealth, LLC | History | Added to | 5,419 | 469 | 0.04% | 0.03% | 636 | +299 | 5.84% | Q1 2026 | Apr 28, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,548 | 469 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 5,387 | 466 | 0.51% | 0.53% | 637 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 5,375 | 465 | 0.12% | 0.12% | 639 | -206 | -3.69% | Q1 2026 | Apr 17, 2026 |
| Marex Group plc | History | Added to | 5,370 | 465 | 0.0% | 0.0% | 638 | +56 | 1.05% | Q1 2026 | May 13, 2026 |
| ZEGA Investments, LLC | History | New | 5,352 | 463 | 0.05% | — | 640 | +5,352 | New | Q1 2026 | May 08, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 5,328 | 461 | 0.13% | 0.12% | 642 | +570 | 11.98% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,322 | 461 | 0.0% | 0.0% | 641 | -346 | -6.1% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 5,288 | 458 | 0.05% | 0.03% | 643 | +2,265 | 74.93% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | No change | 4,794 | 458 | 0.04% | 0.05% | 644 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,275 | 457 | 0.01% | 0.01% | 645 | +125 | 2.43% | Q1 2026 | Apr 10, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 5,273 | 456 | 0.24% | 0.28% | 647 | -997 | -15.9% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,263 | 456 | 0.0% | 0.0% | 646 | +535 | 11.32% | Q1 2026 | Apr 15, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 5,263 | 455 | 0.19% | 0.21% | 648 | -560 | -9.62% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 5,247 | 454 | 0.03% | 0.03% | 649 | +297 | 6.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,416 | 453 | 0.02% | 0.0% | 651 | +4,972 | 1119.82% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,175 | 453 | 0.03% | 0.03% | 650 | -530 | -9.29% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Reduced | 5,228 | 452 | 0.03% | 0.05% | 652 | -2,998 | -36.45% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 5,160 | 447 | 0.22% | 0.19% | 653 | +547 | 11.86% | Q1 2026 | Apr 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 5,150 | 446 | 0.09% | 0.09% | 654 | +702 | 15.78% | Q1 2026 | May 15, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 5,143 | 445 | 0.29% | 0.33% | 655 | -7 | -0.14% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,125 | 444 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 5,109 | 442 | 0.01% | 0.01% | 657 | +141 | 2.84% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 5,092 | 441 | 0.02% | 0.01% | 658 | +1,771 | 53.33% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 5,056 | 438 | 0.03% | 0.02% | 659 | +807 | 18.99% | Q1 2026 | May 11, 2026 |
| ARS Investment Partners, LLC | History | No change | 5,000 | 433 | 0.02% | 0.02% | 660 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aspiring Ventures, LLC | History | No change | 5,000 | 433 | 0.13% | 0.14% | 661 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 4,969 | 430 | 0.44% | 0.61% | 662 | -2,723 | -35.4% | Q1 2026 | Apr 21, 2026 |
| Next Capital Management LLC | History | No change | 4,962 | 429 | 0.13% | 0.13% | 663 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tradewinds, LLC. | History | New | 4,575 | 426 | 0.14% | — | 666 | +4,575 | New | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,927 | 426 | 0.04% | 0.05% | 664 | -513 | -9.43% | Q1 2026 | May 14, 2026 |
| Tenon Financial LLC | History | No change | 4,925 | 426 | 0.17% | 0.18% | 665 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,910 | 425 | 0.01% | 0.01% | 667 | -392 | -7.39% | Q1 2026 | May 06, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 4,898 | 424 | 0.06% | 0.06% | 668 | +94 | 1.96% | Q1 2026 | Apr 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,884 | 423 | 0.04% | 0.05% | 670 | -517 | -9.57% | Q1 2026 | Apr 22, 2026 |
| DAGCO, INC. | History | No change | 4,885 | 423 | 0.09% | 0.1% | 669 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,882 | 422 | 0.03% | 0.03% | 671 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,829 | 418 | 0.03% | 0.02% | 672 | +1,071 | 28.5% | Q1 2026 | May 12, 2026 |
| Planning Center, Inc. | History | No change | 4,822 | 417 | 0.04% | 0.04% | 673 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 4,804 | 416 | 0.28% | 0.3% | 674 | -424 | -8.11% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | No change | 4,786 | 414 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | No change | 4,896 | 414 | 0.04% | 0.04% | 676 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,891 | 413 | 0.03% | 0.03% | 677 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,909 | 411 | 0.03% | 0.02% | 678 | +861 | 21.27% | Q1 2026 | Apr 24, 2026 |
| Evanson Asset Management, LLC | History | No change | 4,740 | 410 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 4,727 | 409 | 0.22% | 0.24% | 680 | -539 | -10.24% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 4,710 | 408 | 0.19% | 0.19% | 682 | -87 | -1.81% | Q1 2026 | Apr 15, 2026 |
| Strid Group, LLC | History | No change | 4,716 | 408 | 0.05% | 0.05% | 681 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | New | 4,254 | 402 | 0.01% | — | 683 | +4,254 | New | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,639 | 401 | 0.01% | 0.01% | 684 | +148 | 3.3% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | No change | 4,609 | 399 | 0.15% | 0.14% | 685 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | No change | 4,591 | 397 | 0.03% | 0.03% | 686 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,541 | 393 | 0.07% | 0.07% | 687 | -250 | -5.22% | Q1 2026 | Apr 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 4,529 | 392 | 0.05% | 0.05% | 688 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 4,505 | 390 | 0.03% | 0.03% | 689 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 4,490 | 389 | 0.07% | 0.05% | 690 | -51 | -1.12% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,482 | 388 | 0.06% | 0.11% | 691 | -2,314 | -34.05% | Q1 2026 | Apr 10, 2026 |
| May Hill Capital, LLC | History | Reduced | 4,470 | 387 | 0.1% | 0.1% | 692 | -74 | -1.63% | Q1 2026 | May 06, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 4,451 | 385 | 0.22% | 0.23% | 694 | +88 | 2.02% | Q1 2026 | Apr 22, 2026 |
| True North Advisors, LLC | History | No change | 4,445 | 385 | 0.04% | 0.05% | 693 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | No change | 4,417 | 382 | 0.1% | 0.12% | 695 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gibbs Wealth Management | History | New | 4,383 | 379 | 0.05% | — | 696 | +4,383 | New | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,373 | 378 | 0.03% | 0.05% | 697 | -4,563 | -51.06% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,356 | 377 | 0.0% | — | 698 | +4,356 | New | Q1 2026 | Apr 20, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 4,329 | 375 | 0.05% | 0.05% | 699 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,336 | 375 | 0.12% | 0.12% | 700 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | Reduced | 4,326 | 374 | 0.11% | 0.13% | 702 | -1,505 | -25.81% | Q1 2026 | May 07, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,321 | 374 | 0.23% | 0.22% | 701 | +58 | 1.36% | Q1 2026 | Apr 22, 2026 |
| waypoint wealth counsel | History | No change | 4,314 | 373 | 0.19% | 0.13% | 703 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 4,014 | 371 | 0.08% | 0.08% | 704 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Reduced | 4,252 | 368 | 0.01% | 0.01% | 706 | -1,049 | -19.79% | Q1 2026 | May 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 4,255 | 368 | 0.04% | 0.05% | 705 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Reduced | 4,247 | 367 | 0.01% | 0.04% | 707 | -10,199 | -70.6% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 4,194 | 363 | 0.01% | 0.01% | 708 | +201 | 5.03% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,134 | 358 | 0.01% | 0.01% | 709 | +199 | 5.06% | Q1 2026 | May 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,110 | 356 | 0.07% | 0.06% | 710 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENZI WEALTH | History | No change | 4,100 | 355 | 0.12% | 0.13% | 711 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Beckerman Institutional, LLC | History | No change | 4,102 | 355 | 0.19% | 0.19% | 712 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,070 | 352 | 0.08% | 0.08% | 713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Added to | 4,049 | 350 | 0.35% | 0.3% | 714 | +637 | 18.67% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,012 | 347 | 0.05% | 0.05% | 715 | -21 | -0.52% | Q1 2026 | May 13, 2026 |
| TPG Advisors LLC | History | Reduced | 4,012 | 347 | 0.22% | 0.21% | 716 | -15 | -0.37% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,995 | 346 | 0.08% | 0.07% | 717 | +465 | 13.17% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Added to | 3,983 | 345 | 0.03% | 0.03% | 718 | +270 | 7.27% | Q1 2026 | Apr 07, 2026 |
| GDS Wealth Management | History | Added to | 3,986 | 345 | 0.02% | 0.02% | 719 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| BIRCHBROOK, INC. | History | No change | 3,987 | 345 | 0.17% | 0.17% | 720 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 3,965 | 343 | 0.03% | — | 721 | +3,965 | New | Q1 2026 | May 06, 2026 |
| Venture Visionary Partners LLC | History | New | 3,955 | 342 | 0.01% | — | 724 | +3,955 | New | Q1 2026 | May 14, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 3,956 | 342 | 0.31% | 0.34% | 723 | -194 | -4.67% | Q1 2026 | Apr 27, 2026 |
| RAM Investment Partners, LLC | History | No change | 3,955 | 342 | 0.06% | 0.06% | 722 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Embree Financial Group | History | No change | 3,938 | 341 | 0.04% | 0.04% | 725 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 3,900 | 337 | 0.06% | — | 727 | +3,900 | New | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,900 | 337 | 0.07% | 0.07% | 726 | +367 | 10.39% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,885 | 336 | 0.02% | 0.01% | 728 | +2,206 | 131.39% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,882 | 336 | 0.0% | 0.0% | 729 | -21 | -0.54% | Q1 2026 | May 08, 2026 |
| Financial Architects, LLC | History | No change | 3,880 | 336 | 0.18% | 0.18% | 730 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brand Asset Management Group, Inc. | History | New | 3,875 | 335 | 0.09% | — | 731 | +3,875 | New | Q1 2026 | May 11, 2026 |
| RPG Investment Advisory, LLC | History | New | 3,863 | 334 | 0.04% | — | 733 | +3,863 | New | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 3,861 | 334 | 0.04% | 0.04% | 732 | +414 | 12.01% | Q1 2026 | May 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 3,848 | 333 | 0.12% | 0.12% | 734 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 3,837 | 332 | 0.19% | 0.17% | 735 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,830 | 331 | 0.01% | 0.01% | 736 | +126 | 3.4% | Q1 2026 | Apr 10, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 3,807 | 330 | 0.12% | 0.1% | 738 | +576 | 17.83% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,811 | 330 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | No change | 3,785 | 327 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 3,516 | 324 | 0.0% | — | 740 | +3,516 | New | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 3,722 | 322 | 0.25% | — | 741 | +3,722 | New | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 3,708 | 321 | 0.05% | 0.04% | 742 | +616 | 19.92% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,698 | 320 | 0.04% | 0.04% | 743 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LeClair Wealth Partners LLC | History | New | 3,675 | 318 | 0.11% | — | 746 | +3,675 | New | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,678 | 318 | 0.0% | 0.0% | 744 | -237 | -6.05% | Q1 2026 | May 01, 2026 |
| Blue Water Asset Management | History | Added to | 3,675 | 318 | 0.11% | 0.11% | 745 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 3,670 | 317 | 0.11% | 0.1% | 747 | +295 | 8.74% | Q1 2026 | Apr 15, 2026 |
| FSA Advisors, Inc. | History | Added to | 3,654 | 316 | 0.21% | 0.21% | 748 | +142 | 4.04% | Q1 2026 | May 06, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 3,647 | 315 | 0.04% | 0.03% | 750 | +755 | 26.11% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 3,346 | 315 | 0.0% | 0.0% | 749 | +637 | 23.51% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,623 | 313 | 0.08% | 0.07% | 751 | +10 | 0.28% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | No change | 3,601 | 311 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,648 | 308 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 3,532 | 306 | 0.03% | — | 754 | +3,532 | New | Q1 2026 | May 07, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,521 | 305 | 0.01% | 0.01% | 755 | +656 | 22.9% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,513 | 304 | 0.09% | 0.09% | 757 | -76 | -2.12% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,511 | 304 | 0.01% | 0.01% | 756 | +23 | 0.66% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 3,508 | 303 | 0.04% | 0.04% | 758 | -102 | -2.83% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 3,496 | 302 | 0.02% | 0.02% | 760 | -54 | -1.52% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 3,497 | 302 | 0.04% | 0.2% | 759 | +25 | 0.72% | Q1 2026 | Apr 29, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,485 | 301 | 0.08% | 0.08% | 761 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 3,473 | 300 | 0.14% | 0.14% | 762 | +42 | 1.22% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,440 | 298 | 0.02% | 0.02% | 763 | -68 | -1.94% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 3,507 | 296 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,404 | 294 | 0.0% | — | 765 | +3,404 | New | Q1 2026 | May 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 3,393 | 293 | 0.14% | 0.12% | 766 | +245 | 7.78% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,361 | 291 | 0.05% | 0.05% | 768 | -23 | -0.68% | Q1 2026 | Apr 23, 2026 |
| Seascape Capital Management | History | No change | 3,355 | 291 | 0.08% | 0.08% | 767 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bravias Capital Group, LLC | History | No change | 3,367 | 291 | 0.19% | 0.17% | 769 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 3,337 | 289 | 0.23% | — | 770 | +3,337 | New | Q1 2026 | Apr 24, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,312 | 286 | 0.01% | 0.01% | 771 | +89 | 2.76% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,309 | 286 | 0.06% | 0.06% | 772 | -9 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,254 | 281 | 0.03% | 0.03% | 773 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 3,240 | 280 | 0.0% | 0.0% | 775 | +225 | 7.46% | Q1 2026 | May 05, 2026 |
| Beacon Bank & Trust | History | Reduced | 3,235 | 280 | 0.06% | 0.06% | 776 | -144 | -4.26% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,232 | 280 | 0.02% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 3,221 | 279 | 0.04% | — | 778 | +3,221 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 3,230 | 279 | 0.03% | 0.04% | 777 | +177 | 5.8% | Q1 2026 | Apr 21, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 3,211 | 278 | 0.02% | 0.02% | 779 | -270 | -7.76% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | No change | 3,180 | 275 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,170 | 274 | 0.0% | 0.0% | 782 | +127 | 4.17% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,174 | 274 | 0.02% | 0.02% | 781 | -87 | -2.67% | Q1 2026 | Apr 13, 2026 |
| Helium Advisors LLC | History | Added to | 3,162 | 273 | 0.26% | 0.25% | 784 | +204 | 6.9% | Q1 2026 | May 05, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 3,151 | 273 | 0.08% | 0.08% | 783 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 3,142 | 272 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TritonPoint Partners, LLC | History | No change | 3,141 | 272 | 0.1% | 0.14% | 786 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sanchez Levi Garrett | History | New | 3,132 | 271 | 0.17% | — | 788 | +3,132 | New | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | New | 3,130 | 271 | 0.0% | — | 787 | +3,130 | New | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,105 | 269 | 0.01% | 0.0% | 789 | +725 | 30.46% | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 3,103 | 268 | 0.13% | 0.19% | 791 | -1,068 | -25.61% | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 3,169 | 268 | 0.05% | 0.05% | 790 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | No change | 3,087 | 267 | 0.01% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 3,025 | 262 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 3,024 | 261 | 0.09% | 0.09% | 794 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Reflection Asset Management | History | No change | 3,023 | 261 | 0.19% | 0.19% | 795 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| DAVENPORT & Co LLC | History | New | 2,970 | 257 | 0.0% | — | 799 | +2,970 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,745 | 257 | 0.03% | 0.01% | 797 | +2,088 | 317.81% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,969 | 257 | 0.08% | 0.08% | 796 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Red Mountain Financial, LLC | History | No change | 2,976 | 257 | 0.24% | 0.25% | 798 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 3,016 | 255 | 0.05% | 0.05% | 800 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 2,945 | 255 | 0.12% | 0.13% | 801 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,928 | 253 | 0.02% | 0.02% | 802 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 2,910 | 252 | 0.01% | — | 803 | +2,910 | New | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,904 | 251 | 0.03% | — | 805 | +2,904 | New | Q1 2026 | May 18, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,900 | 251 | 0.02% | 0.02% | 804 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,882 | 249 | 0.08% | 0.06% | 806 | +510 | 21.5% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 2,849 | 246 | 0.07% | 0.06% | 807 | +200 | 7.55% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | New | 2,837 | 245 | 0.01% | — | 809 | +2,837 | New | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 2,828 | 245 | 0.03% | — | 808 | +2,828 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 2,818 | 244 | 0.0% | 0.0% | 810 | +50 | 1.81% | Q1 2026 | May 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 2,809 | 243 | 0.09% | 0.08% | 811 | +190 | 7.25% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 2,765 | 239 | 0.01% | — | 814 | +2,765 | New | Q1 2026 | Apr 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,767 | 239 | 0.03% | 0.03% | 812 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 2,763 | 239 | 0.17% | 0.17% | 813 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,734 | 236 | 0.0% | 0.0% | 815 | +231 | 9.23% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 2,717 | 235 | 0.0% | 0.0% | 816 | -164 | -5.69% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 2,698 | 233 | 0.04% | 0.04% | 817 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,639 | 231 | 0.05% | 0.09% | 818 | -678 | -20.44% | Q1 2026 | May 11, 2026 |
| Birchcreek Wealth Management, LLC | History | New | 2,641 | 228 | 0.11% | — | 820 | +2,641 | New | Q1 2026 | May 08, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,632 | 228 | 0.08% | 0.09% | 819 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RFP Financial Group LLC | History | New | 2,616 | 226 | 0.12% | — | 821 | +2,616 | New | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | New | 2,592 | 224 | 0.01% | — | 822 | +2,592 | New | Q1 2026 | Apr 21, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,569 | 222 | 0.02% | 0.03% | 825 | -2,792 | -52.08% | Q1 2026 | Apr 10, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 2,567 | 222 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,566 | 222 | 0.04% | 0.04% | 824 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OBSIDIAN CIO, LLC | History | New | 2,540 | 220 | 0.2% | — | 826 | +2,540 | New | Q1 2026 | May 11, 2026 |
| American State Bank (Iowa) | History | No change | 2,525 | 218 | 0.1% | 0.1% | 827 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 2,508 | 217 | 0.05% | 0.05% | 828 | +66 | 2.7% | Q1 2026 | May 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,503 | 216 | 0.0% | — | 829 | +2,503 | New | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,478 | 214 | 0.01% | 0.01% | 830 | +413 | 20.0% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | New | 2,442 | 211 | 0.14% | — | 832 | +2,442 | New | Q1 2026 | Apr 22, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 2,441 | 211 | 0.07% | 0.07% | 831 | -40 | -1.61% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,424 | 210 | 0.0% | 0.0% | 833 | +9 | 0.37% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | New | 2,421 | 209 | 0.01% | — | 836 | +2,421 | New | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 2,413 | 209 | 0.09% | 0.09% | 835 | -97 | -3.86% | Q1 2026 | Apr 20, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 2,414 | 209 | 0.06% | 0.06% | 834 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Falcon Wealth Planning | History | New | 2,410 | 208 | 0.01% | — | 837 | +2,410 | New | Q1 2026 | Apr 20, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 2,395 | 207 | 0.32% | 0.43% | 838 | -693 | -22.44% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 2,396 | 207 | 0.06% | 0.05% | 839 | +30 | 1.27% | Q1 2026 | Apr 16, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 2,358 | 206 | 0.1% | 0.04% | 840 | +1,558 | 194.75% | Q1 2026 | Apr 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 2,376 | 205 | 0.03% | 0.03% | 841 | -126 | -5.04% | Q1 2026 | Apr 16, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 2,344 | 203 | 0.07% | 0.08% | 842 | -275 | -10.5% | Q1 2026 | Apr 30, 2026 |
| LPWM LLC | History | New | 2,312 | 200 | 0.05% | — | 844 | +2,312 | New | Q1 2026 | Apr 08, 2026 |
| Tannin Capital LLC | History | New | 2,312 | 200 | 0.15% | — | 845 | +2,312 | New | Q1 2026 | May 12, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | New | 2,311 | 200 | 0.02% | — | 843 | +2,311 | New | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,201 | 192 | 0.0% | 0.0% | 846 | +7 | 0.32% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | No change | 2,225 | 192 | 0.02% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 2,184 | 184 | 0.1% | 0.1% | 848 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,085 | 180 | 0.15% | 0.15% | 849 | +41 | 2.01% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 2,053 | 177 | 0.03% | 0.03% | 850 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DT Investment Partners, LLC | History | No change | 2,038 | 176 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | No change | 2,042 | 176 | 0.09% | 0.09% | 852 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tacita Capital Inc | History | No change | 1,919 | 166 | 0.1% | 0.09% | 853 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KM Capital Management Ltd. | History | Reduced | 1,716 | 164 | 0.11% | 0.12% | 854 | -1,060 | -38.18% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 1,850 | 160 | 0.09% | 0.08% | 855 | +446 | 31.77% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,805 | 156 | 0.02% | 0.02% | 856 | +210 | 13.17% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,784 | 154 | 0.12% | 0.11% | 857 | -26 | -1.44% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,773 | 153 | 0.01% | 0.01% | 858 | -168 | -8.66% | Q1 2026 | Apr 14, 2026 |
| Wellington Shields & Co., LLC | History | New | 1,750 | 151 | 0.04% | — | 860 | +1,750 | New | Q1 2026 | May 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,743 | 151 | 0.05% | 0.02% | 859 | +1,159 | 198.46% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,734 | 150 | 0.02% | 0.02% | 861 | +366 | 26.75% | Q1 2026 | Apr 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 1,648 | 142 | 0.02% | — | 862 | +1,648 | New | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,608 | 139 | 0.07% | 0.08% | 863 | -231 | -12.56% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,485 | 128 | 0.01% | 0.01% | 864 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,400 | 121 | 0.08% | 0.08% | 865 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | No change | 1,393 | 120 | 0.03% | 0.03% | 866 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 1,345 | 116 | 0.03% | — | 867 | +1,345 | New | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,324 | 114 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,233 | 112 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,235 | 107 | 0.01% | 0.01% | 870 | +60 | 5.11% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,196 | 103 | 0.04% | 0.04% | 871 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,155 | 100 | 0.0% | 0.0% | 872 | +988 | 591.62% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,162 | 100 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | New | 1,125 | 97 | 0.03% | — | 876 | +1,125 | New | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,127 | 97 | 0.0% | 0.0% | 875 | -37 | -3.18% | Q1 2026 | Apr 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,124 | 97 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 7,241,805 | 83 | 0.0% | 0.19% | 878 | +7,171,287 | 10169.44% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | New | 959 | 83 | 0.1% | — | 879 | +959 | New | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 966 | 83 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Breakwater Investment Management | History | No change | 910 | 78 | 0.03% | 0.03% | 880 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 898 | 77 | 0.04% | — | 882 | +898 | New | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 890 | 77 | 0.0% | — | 881 | +890 | New | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 877 | 75 | 0.02% | — | 884 | +877 | New | Q1 2026 | May 14, 2026 |
| ESL Trust Services, LLC | History | Reduced | 875 | 75 | 0.01% | 0.02% | 883 | -245 | -21.88% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | Added to | 857 | 74 | 0.02% | 0.02% | 885 | +10 | 1.18% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 884 | 74 | 0.02% | 0.02% | 886 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 823 | 71 | 0.0% | 0.0% | 888 | +767 | 1369.64% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 824 | 71 | 0.01% | 0.01% | 887 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 818 | 70 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 795 | 68 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 807 | 68 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 785 | 68 | 0.02% | 0.02% | 892 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 760 | 65 | 0.0% | — | 893 | +760 | New | Q1 2026 | Apr 30, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 725 | 62 | 0.05% | 0.05% | 894 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 705 | 61 | 0.02% | 0.01% | 895 | +230 | 48.42% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 707 | 61 | 0.01% | 0.01% | 896 | -135 | -16.03% | Q1 2026 | May 12, 2026 |
| Wellington Grp LLC | History | Reduced | 663 | 57 | 0.02% | 0.03% | 897 | -377 | -36.25% | Q1 2026 | May 22, 2026 |
| Bank of New Hampshire | History | No change | 651 | 56 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 640 | 55 | 0.01% | 0.01% | 899 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 630 | 54 | 0.03% | 0.03% | 900 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 600 | 51 | 0.0% | 0.0% | 903 | -530 | -46.9% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 600 | 51 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blume Capital Management, Inc. | History | No change | 594 | 51 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 585 | 50 | 0.0% | — | 904 | +585 | New | Q1 2026 | Apr 20, 2026 |
| Financial Life Planners | History | New | 578 | 50 | 0.04% | — | 905 | +578 | New | Q1 2026 | Apr 24, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 573 | 49 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | No change | 568 | 49 | 0.01% | 0.01% | 907 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 576 | 49 | 0.03% | 0.03% | 908 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 547 | 47 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 510 | 44 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Heritage Wealth Advisors | History | No change | 498 | 43 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 490 | 42 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| YANKCOM Partnership | History | No change | 449 | 38 | 0.02% | 0.02% | 913 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | Added to | 431 | 37 | 0.02% | 0.01% | 915 | +137 | 46.6% | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 436 | 37 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avion Wealth | History | No change | 426 | 36 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 416 | 36 | 0.03% | 0.03% | 917 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Perspectives, Inc | History | No change | 408 | 35 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 415 | 35 | 0.02% | 0.02% | 919 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 399 | 34 | 0.01% | — | 921 | +399 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 399 | 34 | 0.01% | — | 922 | +399 | New | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 397 | 34 | 0.02% | 0.02% | 920 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Canton Hathaway, LLC | History | No change | 389 | 33 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Miller Capital Partners, Inc. | History | No change | 385 | 33 | 0.02% | 0.02% | 924 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 367 | 31 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 369 | 31 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Luken Investment Analytics, LLC | History | No change | 347 | 30 | 0.01% | 0.01% | 927 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | No change | 351 | 30 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 320 | 27 | 0.0% | — | 930 | +320 | New | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 318 | 27 | 0.0% | 0.01% | 929 | -2 | -0.63% | Q1 2026 | May 11, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 307 | 26 | 0.01% | — | 934 | +307 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 299 | 26 | 0.0% | 0.0% | 932 | +1 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 311 | 26 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 305 | 26 | 0.02% | 0.02% | 933 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, Inc | History | No change | 300 | 25 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 279 | 24 | 0.18% | 0.39% | 937 | -733 | -72.43% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 280 | 24 | 0.01% | — | 938 | +280 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 288 | 24 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 270 | 23 | 0.0% | — | 941 | +270 | New | Q1 2026 | Apr 30, 2026 |
| Networth Advisors, LLC | History | Reduced | 271 | 23 | 0.02% | 0.02% | 940 | -27 | -9.06% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | No change | 276 | 23 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | No change | 250 | 21 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 245 | 21 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | No change | 232 | 20 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westend Capital Management, LLC | History | New | 213 | 18 | 0.01% | — | 948 | +213 | New | Q1 2026 | Apr 14, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 215 | 18 | 0.01% | 0.01% | 946 | +62 | 40.52% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 210 | 18 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 208 | 18 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| West Branch Capital LLC | History | New | 200 | 17 | 0.0% | — | 952 | +200 | New | Q1 2026 | Apr 14, 2026 |
| Activest Wealth Management | History | Reduced | 202 | 17 | 0.0% | 0.0% | 950 | -110 | -35.26% | Q1 2026 | Apr 15, 2026 |
| TSFG, LLC | History | No change | 195 | 17 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | No change | 198 | 17 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 187 | 16 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 175 | 15 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | No change | 174 | 15 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 166 | 14 | 0.01% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 157 | 13 | 0.0% | 0.0% | 957 | -84 | -34.85% | Q1 2026 | Apr 20, 2026 |
| Sachetta, LLC | History | Added to | 159 | 13 | 0.01% | 0.01% | 959 | +14 | 9.66% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 160 | 13 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 136 | 11 | 0.0% | — | 966 | +136 | New | Q1 2026 | Apr 23, 2026 |
| Key Capital Management, INC | History | Reduced | 127 | 11 | 0.01% | 0.01% | 964 | -6 | -4.51% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 129 | 11 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 137 | 11 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 133 | 11 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Timmons Wealth Management, LLC | History | No change | 135 | 11 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 120 | 10 | 0.0% | 0.0% | 968 | -4 | -3.23% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 122 | 10 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 121 | 10 | 0.01% | 0.01% | 969 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | No change | 106 | 9 | 0.01% | 0.01% | 970 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WPG Advisers, LLC | History | Reduced | 100 | 8 | 0.01% | 0.02% | 973 | -212 | -67.95% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | New | 99 | 8 | 0.0% | — | 974 | +99 | New | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 103 | 8 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 100 | 8 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | Added to | 82 | 7 | 0.0% | 0.0% | 977 | +53 | 182.76% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | Added to | 79 | 7 | 0.0% | 0.0% | 975 | +50 | 172.41% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 88 | 7 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 84 | 7 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 73 | 6 | 0.0% | — | 981 | +73 | New | Q1 2026 | Apr 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 73 | 6 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Colonial Trust Advisors | History | No change | 80 | 6 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 54 | 4 | 0.0% | 4.31% | 984 | -328,158 | -99.98% | Q1 2026 | Apr 22, 2026 |
| Clark Wealth Partners | History | New | 56 | 4 | 0.0% | — | 989 | +56 | New | Q1 2026 | May 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 50 | 4 | 0.0% | 0.0% | 982 | +9 | 21.95% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 48 | 4 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 51 | 4 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATWOOD & PALMER INC | History | New | 36 | 3 | 0.0% | — | 993 | +36 | New | Q1 2026 | Apr 15, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 990 | -27 | -36.99% | Q1 2026 | May 05, 2026 |
| GGM Financial LLC | History | Reduced | 41 | 3 | 0.0% | 0.0% | 991 | -22 | -34.92% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 33 | 2 | 0.0% | — | 997 | +33 | New | Q1 2026 | Apr 15, 2026 |
| Ascentis Independent Advisors | History | New | 28 | 2 | 0.0% | — | 1000 | +28 | New | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | New | 26 | 2 | 0.0% | — | 999 | +26 | New | Q1 2026 | Apr 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 25 | 2 | 0.0% | — | 998 | +25 | New | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | No change | 26 | 2 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Orion Capital Management LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 32 | 2 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| PFS Partners, LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 1005 | -76 | -78.35% | Q1 2026 | Apr 09, 2026 |
| CKW FINANCIAL GROUP | History | No change | 9 | 1 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14 | 1 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1004 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wiser Advisor Group LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Planning Project LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Benson Wealth Management INC | History | No change | 14 | 1 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,825,415 | -100.0% | Q1 2026 | May 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Closed out | 0 | 0 | — | 1.41% | — | -1,647,735 | -100.0% | Q1 2026 | May 05, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -474,760 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -358,471 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -69,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -55,323 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -53,251 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -52,881 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -50,472 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -45,481 | -100.0% | Q1 2026 | May 01, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -37,521 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,681 | -100.0% | Q1 2026 | May 12, 2026 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -23,543 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,248 | -100.0% | Q1 2026 | May 13, 2026 |
| Alpha Wealth Funds, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -15,957 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -15,740 | -100.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -13,327 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -12,150 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -8,599 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,575 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,855 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.05% | — | -6,526 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Leisure Capital Management | History | Closed out | 0 | 0 | — | 0.17% | — | -6,234 | -100.0% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,735 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,362 | -100.0% | Q1 2026 | May 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,431 | -100.0% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -3,377 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,165 | -100.0% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,476 | -100.0% | Q1 2026 | May 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,475 | -100.0% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,464 | -100.0% | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,363 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -837 | -100.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -353 | -100.0% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -213 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -162 | -100.0% | Q1 2026 | May 08, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RHL GROUP, LLC | History | Reduced | 7 | 0 | — | — | — | -4 | -36.36% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |